Deploy Web Portal

Presented by:Dani LakebergDirector of Services

11.09.15

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

1. High Level Overview

2. Benefits

3. Process Step Overview

4. Customer Story

5. Q&A

AGENDA

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Overview

Overview

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Overview

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Deploy

Are You Ready?

Is it a Good Fit?

Do You Have a Champion?

Overview

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Are You Ready

Check ListRoll Out PlanApproval ProcessIdentified SupportEtc.

Overview

#Orchestrate2015

Are You Ready

Is it a Good Fit?Know CapabilitiesKnow LimitationsWho will use it?

Overview

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Are You Ready

ChampGet it RunningTake ControlBuy In

Benefits

Benefits

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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

Benefits

#Orchestrate2015

Benefits

Accept online payments

Integrates to OBeer accounting & inventory

Process

Process Step Overview

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Process

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Deployment Tracks

• 6 Step Implementation• 4 Week Tracks • Scheduled Track

Process

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Deployment Tracks

• Prerequisites • Kick Off• Orientation• Configuration• Training• Stabilization

Process

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Your Deployment

• Plan a Rollout • Notify Distributors• Provide Instructions• Support

Customer Story

Customer Story

#Orchestrate2015

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

Customer Story

What was Implemented

Web PortalBeerSeasonal BeerGlassware

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Customer Story

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How Was it Rolled Out?

• Virtual Training

• SupportOrchestra Consultant

• Trained End Users

• SupportAlex

• Up and Running!End User

Customer Story

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Alex’s Part

Orchestrate Deployment TrackWebinarsVideosOne on One MeetingsSupport

Self Testing

Trainee Becomes TrainerAnnounceTrainSupport

One Region at a TimeRoll out Incrementally

Customer Story

#Orchestrate2015

Road Blocks

• Configuration

• Time

• Once setup No RoadblocksFor Alex!

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.”

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!!

Customer Story

Q&A

Q&A

#Orchestrate2015

http://

forums.orchestratedbeer.com

Thank You!