1. Cloud Based CRM Overview
GLOCO
Cloud Based CRM
Overview
g5 Consulting
Team 1
Yee Lisa Chan, Xiang Chen, Anil Kodali, Tim Ogawa, Benjamin Young
Confidential g5 Consulting

2. Overview Business Problem, Functional Req – Tim
As-is and To-be Processes – Xiang
Architecture, Solutions Selection – Anil
Data Flow, Project Timeline - Lisa
Financials, Success Metrics - Ben
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3. New Platform: Cloud-based CRM System Integration
g5 Business Solutions
As-Is
To-Be
Business Problems
Business Solutions
Missed Opportunities
Communication Delays
No Real-Time Data
Input Errors
Expiring Shelf-Life
Legacy System Retention
Standardize with new CRM platform
Seamless Integration of CRM to As-Is ERP
ERP Vendor Agnostic Flexibility
New Platform: Cloud-based CRM System Integration
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4. Business Problems
Sales staff unable to access ERP based data through CRM
Manufacturing needs access to sales forecast data
Proliferation of CRM systems due to poor integration
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5. Functional Requirements
Full Integration between CRM and ERP system
Addresses data flow between CRM and current ERP and future ERP systems.
Import capability into the CRM
Address consolidating CRM acquired company CRM systems
Flexibility in modifying the interface
Addresses usability
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6. Current Sales Process
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7. To-be Sales Process
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8. Process for Newly Acquired Companies
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9. ERP Integration Approach
Persistent, Point in Time, and Partial
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10. Cloud Based SaaS + Middleware
Architectural Approach
Cloud Based SaaS + Middleware
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11. Solution Selection Process
Pugh Matrix
Defining Criteria Weighing Scoring
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12. SalesForce.com Platform
CRM
Application
SalesForce.com Platform
Only “Sales Cloud” is used
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13. SalesForce Integration
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14. Single Sign-On Architecture
SalesForce.com Login using GLOCO’s SSO
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15. Data Flow - Inquiry To Order (ITO)
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16. Enabling Sales Information On The Fly
Product, Inventory, and Contract Record in SFDC
Enabling Sales Information On The Fly
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17. Enabling Sales Forecasting
Dashboard Report in SFDC
Enabling Sales Forecasting
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18. Implementation Timeline & Milestones
Regional Deployment
North America
Europe
Asia
Release Versions
Pilot
Full
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19. Agile Development & Tasks Breakdown
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20. Project Deliverables by Phase
Planning (1 month)
Design (2 weeks)
Requirement list
Prototypes demo
Governance process documents
Design diagrams
Sign off on project plan
Functional specifications
Sign off on SLA and contracts
Test plan
Integration and Development (2 months)
Test (6 months)
SFDC system ready for test, dev, and prod
Release Pilot version for Deployment
Clean data migrated to SFDC databases
Release Full version build for Deployment
Release SFDC web interfaces
User feedback report from UAT testing
Setup single-sign-on connection to SFDC app
Test pass on all test activities
Regional Deployment (3 months)
Runtime, Maintenance, and Support (2 months)
Pilot release to all three regions
Monitoring implemented
Full release to all three regions
Complete training for support team
Lotus Notes application removed
Hand off knowledge documentations
Onboard supportability for each region

21. Operational Governance: Stakeholders and Roles

22. Project Overall Cost Estimation Tollgate 1 Cost Estimation
Estimated Project Budget
- 40%
In-Scope: CRM
2,000 GLOCO SFDC Users licensing subscriptions
Consulting: Project plan / Discovery /Implementation / UAT / Training / Support / Metrics
Infrastructure upgrades or tech refresh
Out-of-Scope: ERP, Inventory, Oracle HR, Oracle Purchasing, Oracle Payables, Data Center Consolidation
Project Overall Cost Estimation
1 yr Implementation Cost: approx. $2,780,000
Consulting $1,440,000
SFDC License (100 user) $ ,000 Premier Unlimited Support
SFDC License (900 user) $ 810,000 Enterprise
Data Migration S/W $ ,000 Pervasive Data Integration
Infrastructure $ 125,000
T&L, Materials $
2+ yrs Running Cost approx. $2,290,000
Enhancements $ ,000
License (100 user) $ ,000 Premier Unlimited Support
License (1900 user) $ 1,710,000 Enterprise
Tollgate 1 Cost Estimation
Discovery Consulting $ ,000
Slide 22
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23. Cost-Walk Analysis Investment Payback: 10-months In ‘000
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24. GLOCO Communication Plan
Go Live Activities
Stakeholders
What
How
Frequency
Start date
Core Team Members
Status, process requirements, communications to local users
, teleconference calls/WebEx
Weekly, or more frequently as needed
05/2012
Executive Leadership
Status, risks
Tollgate reviews
Tollgate reviews – As scheduled
06/2012
Sales / Product Management
SFDC CRM benefits, project status, roll-out plans, training schedule
, best practices, course schedule calendar
Bi-Monthly, beginning Aug
Trainers
Process and system input, training, rollout plans
, calls, training sessions
07/2012
Super Users
Bi-Monthly, beginning Aug 21; Weekly schedule
08-09/2012
Users
System input, training, rollout plans
, training sessions
09-10/2012
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25. GLOCO Training – the story from initial release to where we want to be
Super User Training
Regional Roadshow
Major Release Training
Train the Trainer Sessions
Regional Roadshow – for untouched Regions
Jul 2012
Digitized Training
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26. GLOCO Best Practices & Crowdsourcing
What you can share…
Great examples of teams incorporating Sales Force into P&L and regional operating rhythms!
Highlighted best practices:
Adoption: Dashboards created
SFDC iPad Challenge
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27. End-User Adoption Dashboards
Granular End-User Activity
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28. Defect Metrics
Missed opportunities, expiring shelf life, back orders, workarounds, over-stocking = Process Defects

29. Yee Lisa Chan, Xiang Chen, Anil Kodali, Tim Ogawa, Benjamin Young
g5 Consulting
Team 1
Yee Lisa Chan, Xiang Chen, Anil Kodali, Tim Ogawa, Benjamin Young
Thank You