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DB brews up sales efficiency
How we delivered a complete CRM
solution including customer portal
(WCEM), SAP CRM, SAP Call
Centre, SAP Retail Execution (to
iPhone & iPad via MDM), and SAP
Biller Direct in a 6 month project.
Who am I?
DB Breweries:
Mike Rawson – IS Manager
Agenda
- About DB
- Business Drivers
- The Approach
- The Road Map
- The Journey
- Continuing Enablement
- Partners
- Questions?
- MyDB Demo
About DB
Founded 1929, parent company APB bought by Heineken in 2013
Products: Beers, Ciders, RTDs & Merchandise
Production: 4 Breweries in NZ
Channels: On Premise (Hospitality); Off Premise (Grocery, Wholesale, Specialist
Liquor Stores)
Business Drivers
Business case for change:
• Customers had a disjointed view of our products
• DB had a fragmented view of their customers
• DBs direct contact with their customers needed to be more consistent and branded
• DB were going through a very successful commercial restructure, centralising many
of their sales and channel processes
Customer connect:
• Initiated CRM Roadmap - clear view on how DB could leverage technology to
support our business programme
Engage the business early on
• When putting together the roadmap, UXC Oxygen wanted to understand the people
and culture from exec to user level and most importantly – the customers, how
would they interact with DB?
Rapid prototyping approach
• Proof of concept (PoC) presented to the exec, demonstrating the business value
early on to gain signoff
Customer pilot groups
• Identified use cases and worked with customers to get instant feedback as part of the
build. This was one of our most useful tools as it insured user buy-in and reduced
multiple changes in test
The Approach
FutureSales
WCEM
CIC
REx
MOBILITY
SALES
FINANCE
SUPPLY
CHAIN
BO
HR
FI
TPM
APO
Biller
Direct
RCC
Export
Drinkworks
Finance
CRM
SUP &
Afaria
BW
Upgrade
ERP
Upgrade
SOLMAN
Backend
The Road Map
The Journey in 15 Months
• ERP6 Upgrade
• AMS Support Contract
• CRM Roadmap
• Customer Portal Phase 1 Blueprint
• Customer Portal Phase 1 Realisation
• Product Pricing Consolidation
• Redwood Cider Rollout
• Biller Direct Phase 1
• BW & NW Portal Upgrade
• Full Systems Refresh
• Customer Portal Phase 2 Blueprint
• Customer Portal Phase 2 Realisation
• Customer Contact Centre
• Inbound, Outbound & Complaints
• Telephony Integration (AVAYA)
• SUP (Sybase Unwired Platform) & Afaria
• Roll out iPhones & iPads
• Back Office Support & Field Sales
• REx (SAP Retail Execution)
• And all the other smaller projects…
FutureSales
WCEM
SALES
Finance
CRM
Backend
Focus on Engagement
Customer Portal
“to provide a customer centric
portal to enable self service and
proactive two way
communication.”
WCEM
SALES
CRM
Focus on Engagement
• Key contact details
• Delivery service info
• Xmas Service plans
• Promotions
• Customer Complaints,
feedback, surveys
• Links to Brand Websites
• Product catalogues
• SKU details
• New product launches
• EANnet database
• Quality Assurance• Order Status
• Proof of delivery
• Transport information
• Price Catalogue
• Web-based sales –
Merchandise, Beer, Cider, RTD
• Standard orders / templates
• Credit Card Payments
• Invoice copies
• Account balances
• Order status
• Credits status
• Customer service level
reporting
• Customer Contact details
update
Product
Information
Pricing /
Ordering
Communication
Inquiries
Account
Info
WCEM
SALES
CRM
fitting the jigsaw together
Focus on Engagement
At the time, WCEM was still in Ramp-up globally and had the
following benefits:
• Latest user experience technologies
• Based on SAP CRM platform
• Highly flexible user defined templates
• Integration with 3rd party applications if required
• Kentico for Marketing Content
• Secure PayTech for Credit Card Payments
• Includes Master Data Management
• Less development than other SAP technologies
• Future focus and R&D investment from SAP
• Lower risk than solutions requiring bespoke development
Focus on Engagement
WCEM
SALES
CRM
Why WCEM?
mydb.co.nz… demo
WCEM
SALES
CRM
Wireframes Examples: Home Page
the union difference
warning
next slide... contains finance
FutureSales FinanceBackend
Focus on Engagement
FINANCE
Biller
Direct
• Key contact details
• Delivery service info
• Xmas Service plans
• Promotions
• Customer Complaints,
feedback, surveys
• Links to Brand Websites
• Product catalogues
• SKU details
• New product launches
• EANnet database
• Quality Assurance• Order Status
• Proof of delivery
• Transport information
• Price Catalogue
• Web-based sales –
Merchandise, Beer, Cider, RTD
• Standard orders / templates
• Credit Card Payments
• Invoice copies
• Account balances
• Order status
• Credits status
• Customer service level
reporting
• Customer Contact details
update
Product
Information
Pricing /
Ordering
Communication
Inquiries
Account
Info
fitting the jigsaw together
Focus on Engagement
FINANCE
Biller
Direct
Focus on Engagement
FINANCE
Biller
Direct
FINANCE
Biller
Direct
Focus on Engagement
Focus on Engagement
FutureSales
CIC
SALES
Finance
CRM
Backend
Focus on Engagement
CIC
SALES
CRM
360o view of the customer
• Single version of the truth
• System of record common across all users
• Customer Portal, Contact Centre, Back Office & Field Sales
Focus on usability for individual roles
• Inbound, Outbound, Supervisor & Manager Roles
Telephony integration (AVAYA)
Central point for complaints handling
First line of support for Customer Portal users
Focus on Engagement
CIC
SALES
CRM
FutureSales
REx
MOBILITY
SALES
Finance
SUP &
Afaria
Backend
Focus on Engagement
CRM
Focus on Engagement
360o view of the customer
• Single version of the truth
• System of record common across all users
• Customer Portal, Contact Centre, Back Office & Field Sales
Focus on usability for Field Sales
• No longer “order takers”
• Focus on added value services
• On & Offline scenarios
Focus on Security
• AFARIA Mobile Device Management
REx
MOBILITY
SALES
SUP &
Afaria
CRM
REx
MOBILITY
SALES
SUP &
Afaria
Focus on Engagement
CRM
Focus on Engagement
REx
MOBILITY
SALES
SUP &
Afaria
CRM
Focus on Engagement
REx
MOBILITY
SALES
SUP &
Afaria
CRM
FutureSales
MOBILITY
SALES
SUPPLY
CHAIN
BO
HR
FI
TPM
APO
FinanceBackend
and then…
MOBILITY
BO
MOBILITY
HR
MOBILITY
FI
UXC Oxygen
• Programme and project management
• Solution architecture
• Technical design, installation, integration and DR
• Business process design, build, realisation and support
Union Media
• User and shopping experience
• Look and feel
• Content design and hosting (Kentico)
SAP
• Vendor for main software components & QA
IP Payments
• 3rd party credit card processing
Agile
• Telephony Systems and Integration (AVAYA)
DB’s Partners
That was crystal clear
- Thanks!
Questions?

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DB NZSUG CRM in 6 Months

  • 1. DB brews up sales efficiency How we delivered a complete CRM solution including customer portal (WCEM), SAP CRM, SAP Call Centre, SAP Retail Execution (to iPhone & iPad via MDM), and SAP Biller Direct in a 6 month project.
  • 2. Who am I? DB Breweries: Mike Rawson – IS Manager
  • 3. Agenda - About DB - Business Drivers - The Approach - The Road Map - The Journey - Continuing Enablement - Partners - Questions? - MyDB Demo
  • 4. About DB Founded 1929, parent company APB bought by Heineken in 2013 Products: Beers, Ciders, RTDs & Merchandise Production: 4 Breweries in NZ Channels: On Premise (Hospitality); Off Premise (Grocery, Wholesale, Specialist Liquor Stores)
  • 5. Business Drivers Business case for change: • Customers had a disjointed view of our products • DB had a fragmented view of their customers • DBs direct contact with their customers needed to be more consistent and branded • DB were going through a very successful commercial restructure, centralising many of their sales and channel processes Customer connect: • Initiated CRM Roadmap - clear view on how DB could leverage technology to support our business programme
  • 6. Engage the business early on • When putting together the roadmap, UXC Oxygen wanted to understand the people and culture from exec to user level and most importantly – the customers, how would they interact with DB? Rapid prototyping approach • Proof of concept (PoC) presented to the exec, demonstrating the business value early on to gain signoff Customer pilot groups • Identified use cases and worked with customers to get instant feedback as part of the build. This was one of our most useful tools as it insured user buy-in and reduced multiple changes in test The Approach
  • 8. The Journey in 15 Months • ERP6 Upgrade • AMS Support Contract • CRM Roadmap • Customer Portal Phase 1 Blueprint • Customer Portal Phase 1 Realisation • Product Pricing Consolidation • Redwood Cider Rollout • Biller Direct Phase 1 • BW & NW Portal Upgrade • Full Systems Refresh • Customer Portal Phase 2 Blueprint • Customer Portal Phase 2 Realisation • Customer Contact Centre • Inbound, Outbound & Complaints • Telephony Integration (AVAYA) • SUP (Sybase Unwired Platform) & Afaria • Roll out iPhones & iPads • Back Office Support & Field Sales • REx (SAP Retail Execution) • And all the other smaller projects…
  • 10. Customer Portal “to provide a customer centric portal to enable self service and proactive two way communication.” WCEM SALES CRM Focus on Engagement
  • 11. • Key contact details • Delivery service info • Xmas Service plans • Promotions • Customer Complaints, feedback, surveys • Links to Brand Websites • Product catalogues • SKU details • New product launches • EANnet database • Quality Assurance• Order Status • Proof of delivery • Transport information • Price Catalogue • Web-based sales – Merchandise, Beer, Cider, RTD • Standard orders / templates • Credit Card Payments • Invoice copies • Account balances • Order status • Credits status • Customer service level reporting • Customer Contact details update Product Information Pricing / Ordering Communication Inquiries Account Info WCEM SALES CRM fitting the jigsaw together Focus on Engagement
  • 12. At the time, WCEM was still in Ramp-up globally and had the following benefits: • Latest user experience technologies • Based on SAP CRM platform • Highly flexible user defined templates • Integration with 3rd party applications if required • Kentico for Marketing Content • Secure PayTech for Credit Card Payments • Includes Master Data Management • Less development than other SAP technologies • Future focus and R&D investment from SAP • Lower risk than solutions requiring bespoke development Focus on Engagement WCEM SALES CRM Why WCEM?
  • 14. Wireframes Examples: Home Page the union difference
  • 16. FutureSales FinanceBackend Focus on Engagement FINANCE Biller Direct
  • 17. • Key contact details • Delivery service info • Xmas Service plans • Promotions • Customer Complaints, feedback, surveys • Links to Brand Websites • Product catalogues • SKU details • New product launches • EANnet database • Quality Assurance• Order Status • Proof of delivery • Transport information • Price Catalogue • Web-based sales – Merchandise, Beer, Cider, RTD • Standard orders / templates • Credit Card Payments • Invoice copies • Account balances • Order status • Credits status • Customer service level reporting • Customer Contact details update Product Information Pricing / Ordering Communication Inquiries Account Info fitting the jigsaw together Focus on Engagement FINANCE Biller Direct
  • 21. Focus on Engagement CIC SALES CRM 360o view of the customer • Single version of the truth • System of record common across all users • Customer Portal, Contact Centre, Back Office & Field Sales Focus on usability for individual roles • Inbound, Outbound, Supervisor & Manager Roles Telephony integration (AVAYA) Central point for complaints handling First line of support for Customer Portal users
  • 24. Focus on Engagement 360o view of the customer • Single version of the truth • System of record common across all users • Customer Portal, Contact Centre, Back Office & Field Sales Focus on usability for Field Sales • No longer “order takers” • Focus on added value services • On & Offline scenarios Focus on Security • AFARIA Mobile Device Management REx MOBILITY SALES SUP & Afaria CRM
  • 28.
  • 33. UXC Oxygen • Programme and project management • Solution architecture • Technical design, installation, integration and DR • Business process design, build, realisation and support Union Media • User and shopping experience • Look and feel • Content design and hosting (Kentico) SAP • Vendor for main software components & QA IP Payments • 3rd party credit card processing Agile • Telephony Systems and Integration (AVAYA) DB’s Partners
  • 34. That was crystal clear - Thanks! Questions?