Deploy Web Portal Presented by: Dani Lakeberg Director of Services 11.09.15.
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Transcript of Deploy Web Portal Presented by: Dani Lakeberg Director of Services 11.09.15.
![Page 1: Deploy Web Portal Presented by: Dani Lakeberg Director of Services 11.09.15.](https://reader036.fdocuments.us/reader036/viewer/2022081603/5697bf941a28abf838c907dc/html5/thumbnails/1.jpg)
Deploy Web Portal
Presented by:Dani LakebergDirector of Services
11.09.15
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Summary:Distributor portal to allow customers to place orders, view orders, pay bills, and run reports.
Who Should Attend:
Sales Managers
Project Managers
Those interested in Distributor Portal
SUMMARY
#Orchestrate2015
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1. High Level Overview
2. Benefits
3. Process Step Overview
4. Customer Story
5. Q&A
AGENDA
#Orchestrate2015
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Overview
Overview
#Orchestrate2015
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Overview
#Orchestrate2015
Deploy
Are You Ready?
Is it a Good Fit?
Do You Have a Champion?
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Overview
#Orchestrate2015
Are You Ready
Check ListRoll Out PlanApproval ProcessIdentified SupportEtc.
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Overview
#Orchestrate2015
Are You Ready
Is it a Good Fit?Know CapabilitiesKnow LimitationsWho will use it?
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Overview
#Orchestrate2015
Are You Ready
ChampGet it RunningTake ControlBuy In
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Benefits
Benefits
#Orchestrate2015
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Benefits
#Orchestrate2015
Benefits
Extend OBeer to the web
Enable distributors to view real-time account info
Eliminates manual order entries into OBeer
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Benefits
#Orchestrate2015
Benefits
Accept online payments
Integrates to OBeer accounting & inventory
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Process
Process Step Overview
#Orchestrate2015
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Process
#Orchestrate2015
Deployment Tracks
• 6 Step Implementation• 4 Week Tracks • Scheduled Track
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Process
#Orchestrate2015
Deployment Tracks
• Prerequisites • Kick Off• Orientation• Configuration• Training• Stabilization
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Process
#Orchestrate2015
Your Deployment
• Plan a Rollout • Notify Distributors• Provide Instructions• Support
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Customer Story
Customer Story
#Orchestrate2015
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Customer Story
#Orchestrate2015
Southern Tier Brewing – Lakewood, New York
• Company Founded in 2002
• Went Live January 2014
• Alex JamesCustomer Development Manager
• 2014 Barrels Produced ~ 100,000
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Customer Story
What was Implemented
Web PortalBeerSeasonal BeerGlassware
#Orchestrate2015
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Customer Story
#Orchestrate2015
How Was it Rolled Out?
• Virtual Training
• SupportOrchestra Consultant
• Trained End Users
• SupportAlex
• Up and Running!End User
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Customer Story
#Orchestrate2015
Alex’s Part
Orchestrate Deployment TrackWebinarsVideosOne on One MeetingsSupport
Self Testing
Trainee Becomes TrainerAnnounceTrainSupport
One Region at a TimeRoll out Incrementally
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Customer Story
#Orchestrate2015
Road Blocks
• Configuration
• Time
• Once setup No RoadblocksFor Alex!
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Customer Story
#Orchestrate2015
Biggest Benefit(s)
“It cuts down on all the sales order data entry that I had been processing and frees up my time to handle other more important tasks. It also eliminates us putting the wrong beer or pack type on order.”
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Customer Story
#Orchestrate2015
Tips & Tricks
• Write your Descriptions in Word FirstNo Spell Check in
• Don’t let your wholesalers get away with not using the new portal!It will help Everyone!!
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Customer Story
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Q&A
Q&A
#Orchestrate2015
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http://
forums.orchestratedbeer.com
Thank You!