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| Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

| Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Page 1: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

| Building the Effective Enterprise

QAD Trade Promotion ManagementRob DiMeola – Principal Business Analyst, R&D

QAD Trade Promotion Management

Page 2: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

| Building the Effective Enterprise 2

The following is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD.

Safe Harbor StatementQAD Trade Promotion Management

Page 3: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Session overview■Benefits of Trade Promotion Management■Current development status■Future plans ■Summary■Questions

Presentation Agenda QAD Trade Promotion Management

Page 4: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Trade spend averages 20% of gross sales for most companies, yet many

users do not have a formal solution in place for this area.

Trade Promotion Is a Neglected Area

QAD Trade Promotion Management

Page 5: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Finance Profitability including trade spend Deduction validation and monitoring Efficient claims process Accrual automation and detail

■IT Single global solution Fewer interfaces/less maintenance Smooth process flow

Stakeholders QAD Trade Promotion Management

Page 6: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Sales/marketing Budget versus actuals Deal planning Ease of promotion creation Central place to set-up promotions Smooth claims process Deal visibility and effectiveness

Stakeholders QAD Trade Promotion Management

Page 7: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■This session outlines the power behind QAD Trade Promotion Management on EE

■QAD’s Trade Promotion Management solution helps build the Effective Enterprise by: Enabling the definition of complex promotional

deals Increasing visibility of discounts earned Validating monies owed vs assumed Enabling & promoting greater processing

efficiencies

Session Overview QAD Trade Promotion Management

Page 8: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Benefits of QAD Trade Promotion Management

QAD Trade Promotion Management

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■Common Questions/concerns: How do I maintain all these deals? Lengthy deduction resolution time Hard to handle so many transactions Accruals difficult to explain to auditors Where do things stand right now? Why should I upgrade from TrM to Trade

Promotion Management?

Benefits of Trade Promotion Management

QAD Trade Promotion Management

Page 10: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Immediate discount – discount during sales order entry given at line/order level

■Deferred discount – future discount based on sales activity

■Bonus goods – free or discounted goods based upon previous order lines

■Allocated funds – fixed monies with defined schedule independent of sales activity

Benefits of Trade Promotion Management – Promotional Deals

QAD Trade Promotion Management

Page 11: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Benefits of Trade Promotion Management – Deduction Resolution

QAD Trade Promotion Management

“Roadmap Subject to change without notice.   The above is intended for information purposes and should not be incorporated into a contract”

Page 12: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Benefits of Trade Promotion Management – Automation

QAD Trade Promotion Management

“Roadmap Subject to change without notice.   The above is intended for information purposes and should not be incorporated into a contract”

Page 13: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Benefits of Trade Promotion Management – Accruals

QAD Trade Promotion Management

“Roadmap Subject to change without notice.   The above is intended for information purposes and should not be incorporated into a contract”

Page 14: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Benefits of Trade Promotion Management – Visibility

QAD Trade Promotion Management

“Roadmap Subject to change without notice.   The above is intended for information purposes and should not be incorporated into a contract”

Page 15: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Benefits of Trade Promotion Management – Visibility

QAD Trade Promotion Management

“Roadmap Subject to change without notice.   The above is intended for information purposes and should not be incorporated into a contract”

Page 16: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Benefits of Trade Promotion Management – Upgrade from TrM

QAD Trade Promotion Management

■New user interface provides efficient access to all data

■Ease of maintenance■No longer a bolt-on feel■Focus on earned discount visibility■Utilizes latest QRA architecture for easier

upgrades and future customization■Built-in APIs for integration to other

products

Page 17: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

| Building the Effective Enterprise

Product StatusTrade Promotion Management

Page 18: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

| Building the Effective Enterprise

■Phase one (direct sales) looking for early adopters now

■Phase two (indirect sales) development underway

■Working with multiple early adopters and identifying other potential customers

Product StatusQAD Trade Promotion Management

“Roadmap Subject to change without notice.   The above is intended for information purposes and should not be incorporated into a contract”

You cannot give any time frames, including early adopter available now

Page 19: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

| Building the Effective Enterprise

Direct Sales - Phase 1Indirect/Buying

Groups

Indirect customersBuying groupsContractsPricingSales traceChargebackAdmin feeReportsBrowses/collectionsExcel integration

Accrual calculationClaim entryClaim generationClaim reviewPromotion activityBonus goodsOrder-level discounts Earned discountsSub-ledger

Analysis codesAttributesAccounting/budgetDeal profilesPromotion maintenanceImmediate discountsDeferred discountsAllocated fundsDeduction entryDeduction reviewOperational metrics

Product StatusQAD Trade Promotion Management

Page 20: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

| Building the Effective Enterprise

QAD’s Vision For The FutureQAD Trade Promotion Management

Page 21: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

| Building the Effective Enterprise

■Configured items■Overlapping deals■Aggregate deals■Retroactive deals■Promotion

effectiveness

■Workflow/approvals■Business

intelligence ■Additional KPIs ■Item level claims■Promotion planning ■Demand

management

Development – Potential RoadmapQAD Trade Promotion Management

Page 22: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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Summary

QAD Trade Promotion Management

Page 23: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Three Main Benefits■ Ease of maintenance■ Visibility into deal results and status■ Seamless integration to EE Financials

SummaryQAD Trade Promotion Management

Page 24: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Direct sales phase complete, indirect sales phase underway

■Actively seeking customers to involve in the development process

■Become part of the future of Trade Promotion Management

Summary - StatusQAD Trade Promotion Management

Page 25: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Interest? Follow-up after session■Promotion planning discussion, Thursday

11am-12 conf room #12 (registration req’d)■Watch the replay of these related sessions:

Power of Business Process management Transform Your Customer Service Experience

with QAD Customer Management Explore the Proven Power of QAD Enterprise

Financials

■Schedule a TPM demonstration via your account manager

Next StepsQAD Trade Promotion Management

Page 26: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Must be on, upgrading to or installing QAD Enterprise Edition in near-term

■Must be running English language

■Review session with Trade Promotion Management team to determine right fit

■Availability to work with R&D on a schedule

Early Adopter Program - Candidates

QAD Trade Promotion Management

“Roadmap Subject to change without notice.   The above is intended for information purposes and should not be incorporated into a contract”

Page 27: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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■Rob DiMeola, Pr. Business Analyst [email protected]

■Jean Miller, Sr. Product Architect [email protected]

Questions & AnswersQAD Trade Promotion Management

Page 28: | Building the Effective Enterprise QAD Trade Promotion Management Rob DiMeola – Principal Business Analyst, R&D QAD Trade Promotion Management

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www.qad.com©QAD Inc. 2013

QAD Trade Promotion Management