1. Customer Success Story
Proactive Use of AX Data to Deliver Superior Service to Customers and Increase James M Pleasants Co.
AXUG Carolinas Meeting
August 21, 2013

2. JMP - Background Manufacturers Representative & Distributor
Commercial HVAC & Plumbing Products
140 Employees
14 Sales Offices in Southeast USA
4 Warehouses
Greensboro NC, Atlanta GA, Nashville TN, Birmingham AL
AX 4.0 since 2007
Currently Upgrading to AX 2012 R2 (November)

3. Customer Service Issues: What are some of your biggest ones?

4. JMP’s Customer Service Issues
Vendors not Receiving/Processing Orders
Late Shipments from Vendors
Urgent Orders not Shipping Same Day
Backordered Items
Long Confirmed Lead-Time from Vendors
Lack of Follow-up on Inside Sales Quotations

5. BI Delivery System JMP uses Jet Reports Excel based
Design/Create Report in Excel
Automatically Runs Report on a Set Schedule
Distributes Report via
Many other solutions available

6. JMP’s Solution Examples

7. Issue: Vendors not Receiving/Processing Orders Solution: Unconfirmed Open PO report

8. Issue: Late Shipments from Vendors Solution: Past Due Open PO Report

9. Issue: Urgent Orders not Shipping Same Day Solution: Today’s Open NDA Orders Report

10. Backordered Items

11. Long Confirmed Lead-Time from Vendors

12. Lack of Follow-up on Inside Sales Quotations

13. JMP’s Results in a Down Market
8% CAGR

14. Round Table Discussion
What are some ways that you are using your AX data to serve your customers better?

15. Final Questions, Comments or Emotional Outbursts?