The document discusses a presentation about a client portal product. It introduces two speakers from the company and outlines the agenda which includes discussing the current client portal, the concept of business freedom, and future capabilities. Screenshots are included that demonstrate sample client portal features and capabilities. The presentation emphasizes how the client portal allows customers flexibility and freedom in their business operations and technology choices.

1. ©2017 AFSTechnologies, Inc.,Confidential Information
Client Portal:
Your Path to Business Freedom
and Engagement
2017 AFS USER CONFERENCE
“Practical Analytics for Everyday Decision Making”

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Gennadiy Vaksman
VP, SCM/RE Global Operations
gennadiyv@afsi.com
Experience at a glance:
25+ years of software development and architecture
25+ years management experience
20+ years of team management for SCM and DSD
14+ years of software development teaching
Greg Roberts
Enterprise Account Manager
Retail Execution and Direct Store Delivery
gregory.roberts@afsi.com
Experience at a glance:
Greg has 25+ years of experience in sales management,
product development and project implementation for
ERP host and mobile solutions, with a primary focus on
the direct store delivery distribution model for the food
and beverage industries.
Speakers

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 Client Portal Today
 Business Freedom and Showtime
 Client Portal Tomorrow
 Q & A

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Mission Impossible: Booking a Business Trip
Your mission, should you choose to accept it, is to:
1. Book a round-trip flight between New York and Vienna.
2. Book a business room in Radisson BLU Carlton Hotel in Bratislava, with breakfast
included.

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Attempt #1
Mr. Vaksman, you are all set. Thank you
for your business!
Michael, Customer Service Rep.
New Jersey???
This is where I want to be.
Bratislava, Slovakia
This is where they booked me.
Sea Girt, New Jersey

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Attempt #2
No worries Mr. Vaksman, it’s all fixed. It must
have had something to do with your accent.
Thank you for your business!
Sandy, Customer Service Rep.
This is where I want to be.
Bratislava, Slovakia
This is where they booked me –
much closer, but not yet right. Vienna, Austria
Vienna???

7. ©2017 AFSTechnologies, Inc.,Confidential Information
Attempt #3
We are sorry for the trouble.
Your BLU Hotel in Bratislava has been booked!
Michael, Customer Service Rep.
BLUE III???
This is where I want to be.
BLU Carlton Hotel, Bratislava
This is where they booked me. Hotel Blue III, Bratislava

8. ©2017 AFSTechnologies, Inc.,Confidential Information
Attempt #4
Our apologies, Mr. Vaksman. There are multiple
hotels named “Blu” in Bratislava. Now all is well.
Michael, Customer Service Rep.
Standard Room???
No Breakfast?
This is what I requested.
Continental Breakfast
This is what I have.
Low-Calorie Breakfast

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Attempt #5
We did it!
Mission
Accomplished!

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DSD Mobile
Electronic Proof of Delivery (ePoD)
DSD Office
Distributor Management System (DMS)
Client Portal with Web Ordering
Home Delivery
AFS DELIVERY EXECUTION SOLUTIONS (DES)
Retail Execution/DSD (RE/DSD v6)

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What is Business Freedom?
Are You
Ready?
Operational
Changes
Organizational
Growth
Market
Changes
Technology
Changes
Business Freedom is the ability of your organization to respond effectively to changes,
whether internal or external.

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How Can Client Portal Leverage Business Freedom?
Change
business models
Grow and scale
without impacting
performance
Use the platforms,
devices, and
browsers you like
Look different, to
brand and customize
your look and feel
Do something better;
eliminate tedious
and time-consuming
tasks
Express yourself with
multi-language and
multi-culture support
Use the hosting
service you like
Work anywhere,
anytime
Feel
Free
To…
Install and update
when you want,
easily
Save money with an
all-in-one product

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My Orders
My
Invoices
My
Deliveries
My
Account
Product
Catalog
Client Portal Today
Product
Catalog
Shopping
Cart
Order Entry
Order
History
Standing
Orders
Order
Summary
Statements

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Feel Free to Change
Your Business Model
B2B B2C
B2B + B2C HYBRID
The Client Portal can serve both B2B and B2C customers by providing configurable workflows.
The workflows can be configured at the user level to allow both business models to coexist in the same application.

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Feel Free to
Save Money
Food chains, stores,
schools, restaurants,
etc.
Home delivery consumerCustomer service Distributors Sales
The Client Portal can serve many roles within your business.
One application combines multiple products and services
in one easy-to-use application:
Customer Service Order Entry
E-Commerce
Product Catalog
B2B Order Entry
Salesman Order Entry
…and much more
Client Portal

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Feel Free to Use
the Platform You Like
The Client Portal is platform agnostic.

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Feel Free to Use
the Device You Like
The Client Portal UI is adaptive to all common screen factors:
TV, PC, laptops, tablets, smart phones, you name it.

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Feel Free to Use
the Browser You Like
All major HTML5 browsers are supported.

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Feel Free to Order
the Combo You Want
My Orders + Order History + Standing Orders
Product Catalog + Shopping Cart + Credit Card Payment
My Orders + Order History + Standing Orders + Product Catalog + Shopping Cart
Product Catalog + My Invoices + My Deliveries + ….
Lean B2B Ordering Workflow
Modern B2C E-Commerce
Enhanced B2B Ordering Experience
Or choose your own combination

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Feel Free to
Look Different
The Client Portal can be branded and offers a wide selection
of look-and-feel themes out of the box.

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Showtime:
Feature Combos

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Feel Free to
Express Yourself
The Client Portal is multi-culture
& multi-language (including RTL languages)

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Feel Free
to Grow & Scale
The Client Portal is built with cutting-edge and highly scalable
technology.
Your organization can freely grow without fear of being held
back by poor performance and other bottlenecks.

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Feel Free to
Work Anywhere,
Any time
Users can easily find what they need
online at any time of day:
PDFs of signed invoices, financial
statements, delivery information, order
entry form, catalogs and product
information, prices, order history,
online payments, and much more.

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Feel Free to…
…Do Something Better!
Client Portal saves tons of time for employees in
the back office since it eliminates the need for
phone calls, emails, and disputes, while in the
process improving services and overall customer
satisfaction.

50. ©2017 AFSTechnologies, Inc.,Confidential Information
The Client Portal is a lightweight HTML5 application and can be
inexpensively hosted on any web server, operating system and
cloud service.
Feel Free to Use
the Hosting Service You Like

51. ©2017 AFSTechnologies, Inc.,Confidential Information
Deployment and updates are as simple as uploading a few files
on your server. There is no need for technical skills, deployment
specialists, Dev Ops or SWAT teams.
Feel Free to
Install and Update
When You Want

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Client Portal Tomorrow
My Orders
My
Invoices
My
Deliveries
My Account
Product
Catalog
Product
Catalog
Shopping
Cart
Order Entry
Order
History
Standing
Orders
Order
Summary
Dashboard
Statements Reports
Content
Mgmt.
System
Surveys
& Reviews
Live Chat &
Messages
Disconnected
Mode
Integration
With SE and
Analytics
Ads
Promotions
Social
Media
Integration
CC
Payments
Notification
Engine
Order
Guides

53. ©2017 AFSTechnologies, Inc.,Confidential Information
Find More On
https://www.linkedin.com/groups/12002444
https://www.linkedin.com/groups/8550616https://www.linkedin.com/company-beta/323824/
https://www.linkedin.com/groups/8390204

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Questions?
Comments?
Feedback?

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THANK YOU!
Next Session: AFS Delivery Execution Solutions - Sophistication and
Simplicity in Product Delivery