SlideShare a Scribd company logo
1 of 8
Excellence of delivery
myTeam Solution
1
The Problem
 Unstructured agenda;
 Lack of uniformed mechanisms to:
 register potential prospects and follow-ups;
 register and manage accounts and customers;
 Heterogeneous portfolio presentation;
 Lack of centralized mechanism for documentation management;
 Lack of mobility tool for on-site management;
 No process compliance.
 Decentralized data sources;
 No centralized, real-time, data analysis.
Customer Management issues
Data issues
2
The Solution
 Mapping of heterogeneous organizations, departments and teams;
 Thorough characterization and management of customers and business opportunities;
 Comprehensive portfolio management;
 Complete collaboration and notification mechanisms.
CRM
BPM
3
Document Management
 Comprehensive process design and
control mechanisms;
 Distribution of activities across
departments and teams;
 Implementation of SmartForms and
Surveys
 Centralized documentation repository;
 Revision and access control.
Mobility
 iOS and Android devices.
 Comprehensive real-time data-analysis
 Reports and dashboards.
Data Analysis
EXCELLENCE OF EXECUTION
 Touch Point Score;
 Price Compliance
 Perfect Serve
 Share of Space;
 Net Numeric distribution
 Installed Equipment
 Brand Visibility
 Point of Sale Images
Macro Usage Scenario
Sales
dIrector
Entity Channel
Web Portal
Entity activities
• Portfolio updates
• Visits summary
• Product orders status
• Global Management of Sales Rep
• Incident Management
• Communication with Sales Rep.
Sales Rep.
Web Portal -
backoffice
Mobile (iOS
or Android)
4
• EOE - Process and KPIs
• Agenda and visits management
• Customer characterization
• Business opportunities
• Collection of forms and surveys
• GPS Guidance
• Follow-up registration
• Order Registration
• Commercial approach scripts
• Rich Portfolio information
• Images registration
• Incidents management
Architecture and Integration
myTeam cloud infrastructure
Load balancing
and Auto
scalling
DoS protection
Monitoring and
Management
Backups and
failover
myTeam engine
Web Server Database
Bettertech
services (API)
Analytics
Server
myTeam cloud endpoints
Distribuitors
ERP
Distributors
Logistics
• Users access control
• Integration of orders, products and
customer list
• API, .XLS and file interfaces
• Secure connections (https)
• Redundancy
• Dedicated servers
• State of the art infrastructure
• 24x7 support
• 99.99% SLA
5
myTeam Implementation – Timings
Week 1
Business
Analysis
Configuration
Customization
Detailed requirements
6
Week 2 Week 3 Week 4 Week 5
Objects development
Entities and process mappings
Test and
deployment
Functional and Technical Tests
Manuals development and training
Rollout Monitoring and adjustments
Week 6
Assumptions:
 Client Sales and Logistics systems have open APIs to interface with;
 No custom developments other than ERP and Logistics interfaces;
 Compliance with Bettertech’s meeting schedules and information requirements.
myTeam – Look and Feel
7
Web Portal
Mobile App
myTeam – Multinational References
8

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Improve Customer Management & Data Analysis with myTeam Solution

  • 2. The Problem  Unstructured agenda;  Lack of uniformed mechanisms to:  register potential prospects and follow-ups;  register and manage accounts and customers;  Heterogeneous portfolio presentation;  Lack of centralized mechanism for documentation management;  Lack of mobility tool for on-site management;  No process compliance.  Decentralized data sources;  No centralized, real-time, data analysis. Customer Management issues Data issues 2
  • 3. The Solution  Mapping of heterogeneous organizations, departments and teams;  Thorough characterization and management of customers and business opportunities;  Comprehensive portfolio management;  Complete collaboration and notification mechanisms. CRM BPM 3 Document Management  Comprehensive process design and control mechanisms;  Distribution of activities across departments and teams;  Implementation of SmartForms and Surveys  Centralized documentation repository;  Revision and access control. Mobility  iOS and Android devices.  Comprehensive real-time data-analysis  Reports and dashboards. Data Analysis EXCELLENCE OF EXECUTION  Touch Point Score;  Price Compliance  Perfect Serve  Share of Space;  Net Numeric distribution  Installed Equipment  Brand Visibility  Point of Sale Images
  • 4. Macro Usage Scenario Sales dIrector Entity Channel Web Portal Entity activities • Portfolio updates • Visits summary • Product orders status • Global Management of Sales Rep • Incident Management • Communication with Sales Rep. Sales Rep. Web Portal - backoffice Mobile (iOS or Android) 4 • EOE - Process and KPIs • Agenda and visits management • Customer characterization • Business opportunities • Collection of forms and surveys • GPS Guidance • Follow-up registration • Order Registration • Commercial approach scripts • Rich Portfolio information • Images registration • Incidents management
  • 5. Architecture and Integration myTeam cloud infrastructure Load balancing and Auto scalling DoS protection Monitoring and Management Backups and failover myTeam engine Web Server Database Bettertech services (API) Analytics Server myTeam cloud endpoints Distribuitors ERP Distributors Logistics • Users access control • Integration of orders, products and customer list • API, .XLS and file interfaces • Secure connections (https) • Redundancy • Dedicated servers • State of the art infrastructure • 24x7 support • 99.99% SLA 5
  • 6. myTeam Implementation – Timings Week 1 Business Analysis Configuration Customization Detailed requirements 6 Week 2 Week 3 Week 4 Week 5 Objects development Entities and process mappings Test and deployment Functional and Technical Tests Manuals development and training Rollout Monitoring and adjustments Week 6 Assumptions:  Client Sales and Logistics systems have open APIs to interface with;  No custom developments other than ERP and Logistics interfaces;  Compliance with Bettertech’s meeting schedules and information requirements.
  • 7. myTeam – Look and Feel 7 Web Portal Mobile App