This 3-day program is designed to provide field staff with the critical strategic and retail process knowledge to support automotive dealers. The program covers understanding basic accounting principles, dealer financial analysis models, benchmarking, and calculating key dealer performance ratios. Participants will conduct case studies to assess parts, service, new vehicle, and used vehicle performance at a dealership. The goal is to help field staff build meaningful relationships with dealers by providing skills to analyze dealership finances and recommend performance improvements.
The document is a resume for Sanjoya Kumar Das that summarizes his experience and qualifications. It outlines his 20 years of experience in project management, delivery operations, and sales enablement programs. It also lists his roles at various companies such as IBM, Hewlett-Packard, Nokia Siemens Networks, and Avaya, where he led teams, managed client relationships, and delivered projects on time and on budget. The resume highlights his achievements, including awards for sales programs, cost savings initiatives, and project execution.
1) Benchmarking product and service quality can provide insights for business planning and help focus efforts to increase profits and customer satisfaction.
2) REM Associates conducts quality benchmarking programs through surveys and analysis to measure customer perceptions of quality factors, compare performance to competitors, and identify opportunities for improvement.
3) Their methodology involves developing questionnaires, conducting interviews and surveys, and analyzing results on key quality metrics to provide a framework for quality programs and inform corporate planning.
Aneesh Kumar provides a curriculum vitae summarizing his professional experience and qualifications. He has over 15 years of experience in sales and operations management roles in the extra low voltage and IT systems industry in Dubai. His experience includes managing divisions for companies like Dana Electric Energy and Hallmark Technologies & Systems. He holds an MBA in engineering and technology management and a bachelor's degree in electronics and communication.
This document provides a summary of Lakshminarasimhan H's professional experience and qualifications. He has over 5 years of experience implementing and supporting SAP CRM, SAP DBM, SAP ECC 6.0 and MS CRM. He has a Bachelor's degree in Mechanical Engineering and an MBA. He has led multiple ERP implementations and currently works as the Divisional Manager of Marketing CRM at Ashok Leyland John Deere Construction Equipment Company, supporting their SAP CRM, SAP DBM and SAP ECC 6.0 implementations.
This document provides a summary of Allison L Coucher's work experience and qualifications. She has over 19 years of experience in project management, business analysis, and customer service roles in the telecommunications industry. Her experience includes managing migrations, implementing new systems, and ensuring high quality customer satisfaction standards. She is skilled in areas such as requirement gathering, testing, delivery, support, communication and problem solving.
Ken Causey is a highly experienced IT program and project manager with over 20 years of experience. He has expertise in project requirements definition, business process mapping, business case development, team management, SDLC, reporting and managing multiple concurrent projects up to $24M. He is proficient in Agile methodologies and has led projects in telecommunications and financial services industries.
This 3-day program is designed to provide field staff with the critical strategic and retail process knowledge to support automotive dealers. The program covers understanding basic accounting principles, dealer financial analysis models, benchmarking, and calculating key dealer performance ratios. Participants will conduct case studies to assess parts, service, new vehicle, and used vehicle performance at a dealership. The goal is to help field staff build meaningful relationships with dealers by providing skills to analyze dealership finances and recommend performance improvements.
The document is a resume for Sanjoya Kumar Das that summarizes his experience and qualifications. It outlines his 20 years of experience in project management, delivery operations, and sales enablement programs. It also lists his roles at various companies such as IBM, Hewlett-Packard, Nokia Siemens Networks, and Avaya, where he led teams, managed client relationships, and delivered projects on time and on budget. The resume highlights his achievements, including awards for sales programs, cost savings initiatives, and project execution.
1) Benchmarking product and service quality can provide insights for business planning and help focus efforts to increase profits and customer satisfaction.
2) REM Associates conducts quality benchmarking programs through surveys and analysis to measure customer perceptions of quality factors, compare performance to competitors, and identify opportunities for improvement.
3) Their methodology involves developing questionnaires, conducting interviews and surveys, and analyzing results on key quality metrics to provide a framework for quality programs and inform corporate planning.
Aneesh Kumar provides a curriculum vitae summarizing his professional experience and qualifications. He has over 15 years of experience in sales and operations management roles in the extra low voltage and IT systems industry in Dubai. His experience includes managing divisions for companies like Dana Electric Energy and Hallmark Technologies & Systems. He holds an MBA in engineering and technology management and a bachelor's degree in electronics and communication.
This document provides a summary of Lakshminarasimhan H's professional experience and qualifications. He has over 5 years of experience implementing and supporting SAP CRM, SAP DBM, SAP ECC 6.0 and MS CRM. He has a Bachelor's degree in Mechanical Engineering and an MBA. He has led multiple ERP implementations and currently works as the Divisional Manager of Marketing CRM at Ashok Leyland John Deere Construction Equipment Company, supporting their SAP CRM, SAP DBM and SAP ECC 6.0 implementations.
This document provides a summary of Allison L Coucher's work experience and qualifications. She has over 19 years of experience in project management, business analysis, and customer service roles in the telecommunications industry. Her experience includes managing migrations, implementing new systems, and ensuring high quality customer satisfaction standards. She is skilled in areas such as requirement gathering, testing, delivery, support, communication and problem solving.
Ken Causey is a highly experienced IT program and project manager with over 20 years of experience. He has expertise in project requirements definition, business process mapping, business case development, team management, SDLC, reporting and managing multiple concurrent projects up to $24M. He is proficient in Agile methodologies and has led projects in telecommunications and financial services industries.
RS Components- Connecting the Voice of the Customer with ROI and Culture Scott Jayes
The document summarizes the results of a Voice of the Customer program implemented by RS Components, a global electronics distributor, to systematically capture customer feedback. The program was designed to drive cultural change and business improvements across the entire organization. Key results included improved customer satisfaction scores, established ROI from increased retention, sales and profits, and embedding a customer-centric culture throughout the global operations of RS Components.
Lois Barglind is a senior business transformation consultant with over 20 years of experience in business process improvement, organizational change management, and project management across various industries including manufacturing, banking, healthcare, and transportation. She has an M.A. in Education and is ITIL and BPM certified. Her experience includes process design, organizational change consulting, and transformation projects for clients such as HP, automotive manufacturers, and financial institutions.
Prasad Jadhav has over 15 years of experience in telecommunications project management and technical roles. He has managed numerous telephony and call center implementation projects, including Avaya system upgrades and migrations involving PBX servers, IP phones, call management systems, and quality monitoring tools. He is proficient in technologies from Avaya, Cisco, and other vendors and holds several industry certifications.
Keys To Building A Winning Partner Enablement Strategyhawkeye Channel
Tasked with the constant need to identify, prioritize, target, invest, and measure the performance of your partners? Transform your channel by effectively enabling your partners. Explore key strategies in this insightful presentation.
This document is a resume for Musawwar Hossain, who has over 12 years of experience in marketing and operations management in the insurance industry. He is currently an Assistant Manager at Magma HDI General Insurance, where he leads internal communications, brand promotions, and business analysis. Previously he held roles at TATA AIG Life Insurance, where he managed branch operations and underwriting. He has expertise in marketing communications, digital marketing, business reporting, and process automation.
This document provides a summary of Costantino Carrara's qualifications and experience. It includes his contact information, a summary of his 27 years of experience in information technology roles, and details of recent positions he has held as a Client Services Account Manager, Client Delivery Manager, and Incident Management professional. It also lists his education and skills in areas such as project management, quality assurance, and various hardware and software.
Beth Seaton has over 20 years of experience in sales operations, training, and project management. She has held roles at several companies, including Siemens Medical, BroadVision, Sybase, and Konica Minolta. Her experience includes managing projects, designing sales processes, analyzing metrics, developing training programs, and leading teams. She holds an MBA from New Mexico State University.
The document proposes revising VMware's VIP Reseller Program to address several needs:
1) The growing number of resellers requires better partner segmentation, development, and incentive programs to drive sales goals.
2) Partners need improved marketing support through standardized processes, collateral, tools and funds to better promote VMware solutions.
3) VMware requires a partner relationship management system and infrastructure to support separate partner programs for resellers, consultants, global integrators and ISVs through profile management, communications and sales/marketing tools.
The proposed revisions include a new VIP program structure, channel marketing activities, and timeline for gathering input and implementing changes by July 1.
David Cunningham is an experienced IT management professional seeking a new position. He has over 20 years of experience managing software projects in industries such as healthcare, pharmaceuticals, and government. Cunningham has a proven track record of delivering projects on time and within budget using various project management methodologies. He is proficient in all phases of the software development lifecycle and has experience leading teams of up to 30 people. Cunningham holds an MBA in Management and a BBA in Computer Science.
The document outlines the integration of St. Germain elderflower liqueur into Bacardi USA's portfolio following its acquisition. Key objectives included commercial integration with distributors, establishing pricing structures and customer programs, developing point-of-sale materials, and training Bacardi USA's organization and integrating Cooper Spirits' 14 ambassadors. Teams were formed to manage integration aspects such as commercial sales, trade/customer marketing, agency management/education, and review.
Michael Vieau is a senior pre-sales engineer with over 20 years of experience in pre- and post-sales engineering roles. He has a proven track record of developing innovative solutions, building client relationships, and driving revenue growth. Some of his accomplishments include developing patent-pending solutions, leading new product initiatives, and generating millions in sales. He has expertise in requirements analysis, solution design, presentations, and implementing solutions to improve clients' business processes and reduce costs.
Phillip Bloomfield is a highly motivated and experienced mobile technology professional seeking to leverage a demonstrated record of success in mobile strategy, execution, and leadership. He has over 15 years of experience in mobile project management, product management, channel management, and technical pre-sales roles. Bloomfield has expertise in mobile operating systems, security, and DevOps and a track record of cultivating partnerships and delivering results.
James Mackenzie is a highly motivated Director of Information Technology based in Lititz, PA. He has over 15 years of experience managing e-commerce technology projects and teams. His core competencies include project management, team leadership, and developing e-commerce solutions. Most recently, he managed a dedicated team providing 10,000 hours of technology services to Sports Authority.
Rajesh Paliwal has over 18 years of experience in IT consulting and delivery, including 10 years of experience in Oracle/ERP/SAP presales for large deals. He has extensive experience leading large-scale delivery projects, with knowledge of the insurance, banking, finance, and healthcare industries. He is skilled in developing proposals, translating client requirements into solutions, and managing all stages of projects from initiation to completion.
Melody Benabou has over 17 years of experience in business development and sales within the technology industry. She is currently a Sales Lead at Smart Utility Systems, where she manages sales activities like cold calls, demos, and developing strategic sales plans. Previously she held channel manager and sales executive roles at other companies like MetaSource and Optical Laser, where she helped grow business by recruiting new partners and maintaining key relationships. She has a proven track record of expanding existing business and developing new partnerships to increase revenue.
This document is a curriculum vitae for Reda Zeid, a marketing consultant with over 15 years of experience in IT, e-commerce, marketing, and business development. It outlines his professional history working for various companies in Saudi Arabia, including his current role as a Marketing Consultant. The CV also lists his areas of specialty, skills, education, training, languages, and personal details.
Gary Coon has extensive experience in technical marketing, product management, and product launches. He has over 30 years of experience managing the marketing and launch of printing systems and software products. Some of his responsibilities have included developing market requirements, authoring product specifications, managing cross-functional teams, and delivering color and printing solutions. He has worked with many technology companies, both domestic and international, to successfully launch and market technical products.
Sanket Mishra is a certified product manager with over 5 years of experience in software product management. He has expertise in product strategy, development, launch, and go-to-market activities. Currently he is a product manager at JP Morgan Chase & Co, where he is responsible for defining roadmaps, requirements, releases, and metrics for their Athena product.
Mark Bertrand is a marketing and project manager with over 20 years of experience leading teams and implementing strategic initiatives. He has held director roles at Traders Accounting, where he increased leads, sales conversions, and customer satisfaction. Previously, he was Program Director at AZ Online Marketing, managing internet marketing campaigns. Bertrand also has experience as a quality and project manager at Kyocera America and United Technologies, implementing processes to improve quality and reduce costs. He holds an MBA in marketing and leadership from California State University and an MS in mathematics and statistics from Boston University.
BrandPartners designed and implemented a windows program for National City Bank that utilized the bank's prime window real estate in its Cleveland headquarters building. The initial program paired National City's support for breast cancer research with their sponsorship of the Cleveland Browns football team in "Real Men Wear Pink." The successful windows program was later expanded to six additional locations promoting holiday gift cards, savings programs, and a points program. The windows program garnered media attention and contributed to downtown beautification while connecting the bank to community causes and retail programs.
Typically, the goals of bank or credit union design and security are at cross purposes.
Design seeks to create a welcoming environment, while security attempts to keep certain people out.
However, it is possible to design beautiful and effective branch environments that are also highly secure.
RS Components- Connecting the Voice of the Customer with ROI and Culture Scott Jayes
The document summarizes the results of a Voice of the Customer program implemented by RS Components, a global electronics distributor, to systematically capture customer feedback. The program was designed to drive cultural change and business improvements across the entire organization. Key results included improved customer satisfaction scores, established ROI from increased retention, sales and profits, and embedding a customer-centric culture throughout the global operations of RS Components.
Lois Barglind is a senior business transformation consultant with over 20 years of experience in business process improvement, organizational change management, and project management across various industries including manufacturing, banking, healthcare, and transportation. She has an M.A. in Education and is ITIL and BPM certified. Her experience includes process design, organizational change consulting, and transformation projects for clients such as HP, automotive manufacturers, and financial institutions.
Prasad Jadhav has over 15 years of experience in telecommunications project management and technical roles. He has managed numerous telephony and call center implementation projects, including Avaya system upgrades and migrations involving PBX servers, IP phones, call management systems, and quality monitoring tools. He is proficient in technologies from Avaya, Cisco, and other vendors and holds several industry certifications.
Keys To Building A Winning Partner Enablement Strategyhawkeye Channel
Tasked with the constant need to identify, prioritize, target, invest, and measure the performance of your partners? Transform your channel by effectively enabling your partners. Explore key strategies in this insightful presentation.
This document is a resume for Musawwar Hossain, who has over 12 years of experience in marketing and operations management in the insurance industry. He is currently an Assistant Manager at Magma HDI General Insurance, where he leads internal communications, brand promotions, and business analysis. Previously he held roles at TATA AIG Life Insurance, where he managed branch operations and underwriting. He has expertise in marketing communications, digital marketing, business reporting, and process automation.
This document provides a summary of Costantino Carrara's qualifications and experience. It includes his contact information, a summary of his 27 years of experience in information technology roles, and details of recent positions he has held as a Client Services Account Manager, Client Delivery Manager, and Incident Management professional. It also lists his education and skills in areas such as project management, quality assurance, and various hardware and software.
Beth Seaton has over 20 years of experience in sales operations, training, and project management. She has held roles at several companies, including Siemens Medical, BroadVision, Sybase, and Konica Minolta. Her experience includes managing projects, designing sales processes, analyzing metrics, developing training programs, and leading teams. She holds an MBA from New Mexico State University.
The document proposes revising VMware's VIP Reseller Program to address several needs:
1) The growing number of resellers requires better partner segmentation, development, and incentive programs to drive sales goals.
2) Partners need improved marketing support through standardized processes, collateral, tools and funds to better promote VMware solutions.
3) VMware requires a partner relationship management system and infrastructure to support separate partner programs for resellers, consultants, global integrators and ISVs through profile management, communications and sales/marketing tools.
The proposed revisions include a new VIP program structure, channel marketing activities, and timeline for gathering input and implementing changes by July 1.
David Cunningham is an experienced IT management professional seeking a new position. He has over 20 years of experience managing software projects in industries such as healthcare, pharmaceuticals, and government. Cunningham has a proven track record of delivering projects on time and within budget using various project management methodologies. He is proficient in all phases of the software development lifecycle and has experience leading teams of up to 30 people. Cunningham holds an MBA in Management and a BBA in Computer Science.
The document outlines the integration of St. Germain elderflower liqueur into Bacardi USA's portfolio following its acquisition. Key objectives included commercial integration with distributors, establishing pricing structures and customer programs, developing point-of-sale materials, and training Bacardi USA's organization and integrating Cooper Spirits' 14 ambassadors. Teams were formed to manage integration aspects such as commercial sales, trade/customer marketing, agency management/education, and review.
Michael Vieau is a senior pre-sales engineer with over 20 years of experience in pre- and post-sales engineering roles. He has a proven track record of developing innovative solutions, building client relationships, and driving revenue growth. Some of his accomplishments include developing patent-pending solutions, leading new product initiatives, and generating millions in sales. He has expertise in requirements analysis, solution design, presentations, and implementing solutions to improve clients' business processes and reduce costs.
Phillip Bloomfield is a highly motivated and experienced mobile technology professional seeking to leverage a demonstrated record of success in mobile strategy, execution, and leadership. He has over 15 years of experience in mobile project management, product management, channel management, and technical pre-sales roles. Bloomfield has expertise in mobile operating systems, security, and DevOps and a track record of cultivating partnerships and delivering results.
James Mackenzie is a highly motivated Director of Information Technology based in Lititz, PA. He has over 15 years of experience managing e-commerce technology projects and teams. His core competencies include project management, team leadership, and developing e-commerce solutions. Most recently, he managed a dedicated team providing 10,000 hours of technology services to Sports Authority.
Rajesh Paliwal has over 18 years of experience in IT consulting and delivery, including 10 years of experience in Oracle/ERP/SAP presales for large deals. He has extensive experience leading large-scale delivery projects, with knowledge of the insurance, banking, finance, and healthcare industries. He is skilled in developing proposals, translating client requirements into solutions, and managing all stages of projects from initiation to completion.
Melody Benabou has over 17 years of experience in business development and sales within the technology industry. She is currently a Sales Lead at Smart Utility Systems, where she manages sales activities like cold calls, demos, and developing strategic sales plans. Previously she held channel manager and sales executive roles at other companies like MetaSource and Optical Laser, where she helped grow business by recruiting new partners and maintaining key relationships. She has a proven track record of expanding existing business and developing new partnerships to increase revenue.
This document is a curriculum vitae for Reda Zeid, a marketing consultant with over 15 years of experience in IT, e-commerce, marketing, and business development. It outlines his professional history working for various companies in Saudi Arabia, including his current role as a Marketing Consultant. The CV also lists his areas of specialty, skills, education, training, languages, and personal details.
Gary Coon has extensive experience in technical marketing, product management, and product launches. He has over 30 years of experience managing the marketing and launch of printing systems and software products. Some of his responsibilities have included developing market requirements, authoring product specifications, managing cross-functional teams, and delivering color and printing solutions. He has worked with many technology companies, both domestic and international, to successfully launch and market technical products.
Sanket Mishra is a certified product manager with over 5 years of experience in software product management. He has expertise in product strategy, development, launch, and go-to-market activities. Currently he is a product manager at JP Morgan Chase & Co, where he is responsible for defining roadmaps, requirements, releases, and metrics for their Athena product.
Mark Bertrand is a marketing and project manager with over 20 years of experience leading teams and implementing strategic initiatives. He has held director roles at Traders Accounting, where he increased leads, sales conversions, and customer satisfaction. Previously, he was Program Director at AZ Online Marketing, managing internet marketing campaigns. Bertrand also has experience as a quality and project manager at Kyocera America and United Technologies, implementing processes to improve quality and reduce costs. He holds an MBA in marketing and leadership from California State University and an MS in mathematics and statistics from Boston University.
BrandPartners designed and implemented a windows program for National City Bank that utilized the bank's prime window real estate in its Cleveland headquarters building. The initial program paired National City's support for breast cancer research with their sponsorship of the Cleveland Browns football team in "Real Men Wear Pink." The successful windows program was later expanded to six additional locations promoting holiday gift cards, savings programs, and a points program. The windows program garnered media attention and contributed to downtown beautification while connecting the bank to community causes and retail programs.
Typically, the goals of bank or credit union design and security are at cross purposes.
Design seeks to create a welcoming environment, while security attempts to keep certain people out.
However, it is possible to design beautiful and effective branch environments that are also highly secure.
The document discusses what is popular and trending on Facebook as of October 19th, 2011. It lists the top 10 most used Facebook applications, integration, and developers based on data from AppData.com. It also lists the top and bottom 10 most popular Facebook pages from the same source.
SKF had a strong first quarter with record sales, operating profit, and operating margin. Sales increased significantly across all regions and divisions due to higher demand. The steps taken to reduce costs and offset higher material costs improved the operating result. SKF expects slightly higher demand overall in the second quarter but possibly lower sales to the automotive industry due to impacts from the Japan crisis.
This document discusses the main components of a computer system, including the system unit, input devices, output devices, and storage devices. The system unit contains hardware that connects all other devices. Output devices like monitors, speakers, headphones, and printers display or produce sound from the computer. Input devices like keyboards and mice allow users to input information. Storage devices such as diskettes, CDs/DVDs, and thumb drives are used to save files on the computer.
Theory is a conceptual framework that simplifies reality to help us understand it. A theory contains key concepts, premises, definitional statements, propositions, hypotheses, and variables that have undergone scientific processes. Different theories explain different domains of reality and include hierarchy of motivation theory, social learning theory, and the theory of relativity. The units of a theory are analogous to parts of the human body that serve different functions in representing and explaining reality.
The role of research libraries in a European e-science environmentWouter Schallier
This document discusses the role of research libraries in supporting e-science. It outlines that e-science involves large amounts of shared data and resources. Research libraries can play a key role by providing access to research data through digital repositories and ensuring long-term preservation of data. The document also notes challenges around cultural changes, funding, and skills needed to support e-science. It positions research libraries as important partners for stakeholders like the European Commission in supporting e-science through infrastructure, expertise and networks.
For a telco to claim to be "green", it must do more than just offset carbon emissions or improve energy efficiency. It can leverage its network to enable remote work and video conferencing, reducing the need for travel. Examples at Telstra show these applications increasing workforce productivity by 13% while reducing empty vehicle travel and office space needs. By enabling more flexible work arrangements, the ICT sector has potential to significantly reduce emissions across the economy.
The role of research libraries in a European e-science environmentWouter Schallier
This document discusses the role of research libraries in supporting e-science, which involves large-scale computing, data-intensive research conducted over the internet in collaborative and distributed teams. E-science requires new strategies for research support through integrated infrastructures. Research libraries must reinvent themselves by integrating library services into virtual research environments, supporting data management and preservation, and recruiting content like datasets for repositories. This will allow libraries to remain essential partners in the new information environment of e-science.
eParticipatie en social media Kennissessie presentatieJeroen Rispens
De presentatie die we bij Mett hielden op onze kennissessie "Inzet eParticipatie en Social Media bij beleids- en gebiedscommunicatie". Op www.mett.nl/overons komt ook ene blog met een verslag van de discussie en links naar interessante discussies en blogs.
The document summarizes a pilot-scale study on ex-situ bioremediation of chlorobenzenes in contaminated soil. Three 6 m3 soil cells were treated with varying amounts (0-35%) of organic amendments and nutrients to stimulate native microorganisms. Over 2-3 weeks, approximately 90% of dichlorobenzene was removed from soils, with residual levels below detection limits. Laboratory tests confirmed the presence of microorganisms capable of mineralizing chlorobenzenes in the treated soils. The study demonstrates that vented ex-situ biotreatment can effectively remove chlorobenzenes through biodegradation without excessive losses from volatilization.
Mining companies are increasingly adopting sustainable development practices to address environmental and social concerns. A survey of 13 Australian mining case studies found that cleaner production technologies, when combined with stakeholder engagement, can provide significant financial, environmental and social benefits. Technological modifications and stakeholder engagement were the most common sustainable development tools used. Adopting these practices can help mining companies operate profitably while minimizing environmental impacts.
TCP uses several algorithms to control congestion:
- Slow start exponentially increases the congestion window after each ACK to probe available bandwidth. It is used when connections are first established or after congestion.
- Congestion avoidance linearly increases the window when no packet loss occurs to avoid overloading the network. It takes over from slow start once the window reaches the slow start threshold.
- Fast retransmit retransmits a lost segment after receiving 3 duplicate ACKs to recover quickly from single losses without waiting for a timeout.
- Fast recovery then adds the retransmitted segment to the window and continues transmission without reducing to slow start, to maintain high throughput during moderate congestion.
GMO Research is a Japanese market research company established in 2002 with 500 million yen in capital. It has 56 employees and manages large online panels in 34 countries globally as well as Japan-specific doctor and patient panels. GMO Research ensures high quality standards and programming across its global panel network and provides feasibility tools and detailed panel member attributes to help clients with project planning.
This document provides tips for completing projects, including choosing a topic, developing a writing plan, managing time, conducting research, and finishing the project. It discusses formulating a research topic, reviewing literature, collecting and analyzing data, and writing up results. When choosing a project, students should consider their interests, available resources and time frame. Developing strong information skills includes critical thinking, using online sources, and conducting a thorough literature review. Proper time management, consistent themes, proofreading, and clear structure are important for completing a high quality final project.
Effects of an Online Teacher Training Course Entailing Examples of Practice o...Université de Sherbrooke
This document describes a study that evaluated the effects of an online teacher training course featuring video examples of teaching practice. The study aimed to 1) describe how the training impacted teachers' knowledge of competencies outlined in the course, 2) describe how it impacted teachers' intentions to change their practice, and 3) provide recommendations to improve the online training platform. The study used an interpretive research approach to understand each teacher's individual experience and perspective on the training.
David Walker is a versatile professional with experience in client project management, team management, and online application development. He has built client servicing teams and business analyst teams both domestically and internationally. His career highlights include managing global product development projects, increasing revenue by acquiring new clients and redefining partnerships, and developing online applications. He has worked in roles such as Business Analyst, Product Analyst, Business Consultant, and Client Service Team Manager for various companies focusing on wealth management, online trading applications, and client services.
SCG's mission is to be a leading provider of online sales technology for financial institutions. They have developed proprietary platforms offering powerful digital sales capabilities including websites, portals, online quoting, and lead management. Their clients include leading regional brands with some of the most successful websites enabling online competition and a digital advantage. SCG provides end-to-end digitalization solutions including quotation, Know Your Customer processes, digital contracts, agent portals, and digital payments to improve sales efficiency and performance.
Quería compartir esta presentación del nuevo producto TMC que creo que puede ser muy interesante para algunas organizaciones: Our approach to Customer Engagement.
Sabemos la cantidad de dinero invertido (o mal invertido) en actividades para incentivar a los clientes a comprar más de nuestros productos, en ocasiones para que no dejen de comprarlos y en otras para fortalecer la relación comercial. Sin embargo, la evidencia indica, como veras en la presentación, que la mayoría de estos programas, por una u otra razón, fracasan.
Este nuevo modelo, simple pero a la vez contundente, busca minimizar los factores que han generado el fracaso de la mayoría de estos programas.
This document profiles a company called Excellence in IT Consulting that has 17 years of experience. It has formed a joint venture with Delphi Computech Group, which has similar expertise, to achieve its objectives of providing technology solutions in Indonesia using local resources. This will create IT jobs for Indonesian graduates. The company aims to win outsourcing work from overseas clients and identify areas like SAP support that can be done remotely from Indonesia. It has expertise in technologies like SAP, CRM, BI and specializes in consulting, implementation, custom software and support services.
This document provides an overview of Cobb Solutions, a custom software development and services firm. It describes the company's 17 years of experience, core values of developing long-term relationships and exceptional customer service. It also outlines Cobb Solutions' business services portfolio and descriptions, lists some clients, and describes their software development lifecycle and case studies including automating processes for First Choice Power.
David Rains has over 6 years of management experience and 15+ years of customer service experience. He currently works as an Operations Manager at Insperity, where he has implemented changes to improve customer experiences and collaborated on product changes based on customer feedback. Previously he held roles with increasing responsibility in technical support, project management, and sales. He has a background in IT and business and is proficient in various software programs and operating systems.
The document discusses Microsoft's Customer Campaigns program which provides tools and resources for partners to generate demand, qualify sales, and close deals. It outlines three proven steps - plan and prepare, demand generation, and qualify sales and close. Resources include partner solution plans, marketing development funds, solution profilers, partner marketing centers, infrastructure assessment frameworks, and more. Specific campaigns targeting security, collaboration, business intelligence and other areas are also highlighted.
The document outlines three proven steps and tools that Microsoft partners can use to make customer campaigns work for their business, including planning and preparing campaigns, generating demand, and qualifying sales and closing deals. It provides details on various Microsoft programs and resources that partners can leverage at each step, such as the Partner Marketing Center, Partner Solution Profiler, ISV Telesales Service, and Infrastructure Assessment Framework. The final section shows the ROI that partners have achieved by participating in Microsoft customer campaigns over the past year.
The document outlines three proven steps and tools that Microsoft partners can use to make customer campaigns work for their business: plan and prepare with tools like partner solution plans and marketing development funds, generate demand through solution profilers, partner marketing centers, and events, and qualify sales and close deals with CRM, account management, and tracking. It provides details on specific campaigns, tools, and services available to partners to help generate leads and close more business.
Ten Key Insights from 15 Years of Customer Journey Mappingsuitecx
A set of 20 case studies from 15 years of experience conducting Customer Journey Maps, CX and Technology Vendor Assessments, Voice of Customer and targeted Contact Strategies.
Objective: Contracted as an outside auditor, the objective was to perform an analysis for opportunities to enhance data analytics and measurement of campaign performance for several Elanco pet brands from available data repositories including evolving dashboard environments and brand websites.
This document provides a summary of Timothy J. Rowe's experience including over 15 years in marketing, services, sales, software development and operations roles at both startup and Fortune 100 companies. It highlights his experience in strategic planning, community development, customer support, cross-group coordination, innovation management and performance management. Specific experiences at Microsoft from 1998-2010 are detailed covering roles such as Adoption Strategy Lead, Infrastructure Optimization Lead, and Senior Product Manager.
Zedrick Khan has 14 years of experience in new client development, strategic business development, key account management, and strategic consultative sales. He has a proven track record of driving sales and maintaining high client renewal rates. He is skilled in establishing rapport, presenting strategic visions, and offering solutions. He has technical expertise in areas such as cloud computing, digital transformation, AI, big data, and managed services. He holds multiple certifications and has an MS and BS in Computer Science.
Ethan Frounfelker is a technical support supervisor and CRM consultant engineer with over 15 years of experience in customer support, operations analysis, software implementation, and business development. He currently manages a team of 40 support engineers at Rockwell Automation, where he has improved processes and implemented CRM software. Additionally, he owns CRM Select which provides CRM consulting and implementation services to over 150 small businesses. Frounfelker has expertise in various areas including staff training, CRM solutions, product design, and sales management.
This document provides guidance on setting up a global Center of Excellence (CoE) for marketing automation. It discusses establishing governance, alignment with sales, change management processes, and best practices. Key recommendations include:
- Defining roles for executive sponsors, champions and users to oversee the CoE.
- Ensuring sales is informed of marketing programs and involved in lead qualification criteria.
- Developing internal communication, training and succession plans to facilitate adoption and knowledge transfer.
- Standardizing workspaces, folders, naming conventions and design templates.
- Establishing metrics to measure success and checklists for pre-launch requirements.
- Maintaining the system through ongoing organization, maintenance and implementation
Digital Maturity - A Client & Agency Perspectivedelissat
Digital Maturity. What is it? Are you there yet?
Believe it or not, many corporate organizations (and some communications agencies) have not yet reached digital maturity. Many lag behind the general public’s ability to adapt to the new digital marketplace. This session provides you an insight into key markers of what a digitally mature organization looks and acts like.
New Product Development Philosophy IB Work BetterStephen Tavares
This presentation outlines Philosophy IB's offerings in the New Product Development space including governance and process design and outsourced project management.
The Oracle Sales Cloud Fixed Scope Offering (FSO) from Delivery Centric is specifically designed by incorporating leading practices to provide a fast track implementation and get clients up & running on Oracle Sales Cloud quickly, reliably with minimum-risk and maximum-ROI
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3. Introduction Program Overview
network ONE
One Network Experience
Your network has grown. Now it needs to work as ONE.
ONe Brand
Transform your network to create a unified brand projection.
ONe experience
Establish a consistent experience from branch to branch.
ONe Network
Implement a tiered strategy across your network.
BrandPartners offers holistic solutions to bring your
network together as ONE.
from left to right: Sovereign Bank, SunTrust,
The Provident Bank, National City Bank
1|
4. TH R IVE.
Introduction Goals
network ONE Program Goals
A unique customer experience
features sustainable and cost-effective design elements
An authentic expression of the brand
translates into a brand that customers can see, feel & touch
A holistic toolkit of signature elements
simplifies customer interaction and maximizes sales
An exterior & interior communication capability
leverages entire branch asset
A flexible and modular system
accommodates operational efficiencies, implementation
requirements and the need to evolve over time
An environment that clearly
differentiates your network from the competition in existing and
acquired locations
bringing your branch network together as ONE
5. Introduction The Challenge
Merger, Acquisition, Growth
In today’s changing financial industry, one faces the questions:
How does a merger affect my potential and existing client base?
My brand?
My branch?
Some things to consider when undertaking a merger or acquisition include:
n analysis of markets and branch performance
n assessment of real estate and physical branch conditions
n standardization of signage and merchandising
n strategic branch interior and exterior rebranding
n introduction of signature/modular components to support customer
engagement activity
n logistics planning
n branch-level staff engagement training
Bank of America
3 |
6. TH R IVE.
Introduction The Solution
network ONE Program Goals
network one. It’s where brand and experience come together. It’s a platform that
provides a consistent, branded experience in every one of your branches. Our turn-
key, scalable branch rebranding process takes all aspects of your branch network
into consideration.
The task can seem daunting, but with the proper partner to guide the way, even the
most complicated merger can go smoothly, bringing the network into alignment.
network one is a unique program to rebrand and revitalize your branches, provid-
ing your customers a single experience across your entire retail network. network
one allows you to make a consistent statement of:
n who you are
n how you want to engage your customers
n how you want your customers to remember you
network one is a turn-key solution – BrandPartners does the heavy-lifting, and
is accountable for successful implementation without interrupting your branches’
regular business activity.
Comerica
bringing your branch network together as ONE
8. methodology
(from top left, clockwise)
Rocky Mountain Bank, Sovereign Bank, Bank of America
Comerica Bank, First Federal Savings Bank, Integra Bank
bringing your branch network together as ONE
9. Methodology the 4 ds
Methodology
BrandPartners follows a focused and deliberate gathering of operational fac-
tors to firmly establish the logistics of this program. Based on conceptual
direction, we create a distinct customer experience that delivers the brand prom-
ise into all levels of the branch, remodels and design implementation.
We accomplish these tasks in four distinct phases:
n DISCoveR the business, brand and design essentials that will introduce and
propel your presence into the existing retail marketplace
n DeFIne the design application methodology to support the implementation
of a distinct customer experience
n DeSIgn and refine the key program elements as modular program compo-
nents for export to the existing branch network
n DelIveR a holistic, turnkey approach that integrates internal and external
partners in the execution of branch renovation and rebranding initiatives
our methodology strives to align with and support your specific needs and de-
liverables. The following is provided to detail our thinking and our approach and
articulates how BrandPartners intends to add value beyond your expectations.
Discover
our holistic 4 D
approach provides a cycle
Defne
Deliver
of continuous improvement.
The program is continually
refined based on feedback
and findings to perfect
future implementation.
Design
7 |
10. Discover TH R IVE.
In the discovery phase, a BrandPartners team composed of strategists, analysts
and designers will gather information that is crucial to developing a feasible, timely
solution to meet your goals. We will conduct a discovery session with appropriate
team members and any strategic partners (as appropriate), to include senior mem-
bers of the following bank functions:
n Retail sales/LOBs n Marketing and communications
n Real estate n Branch operations
n IT n Security
n Human resources/training
During this phase, we also take measures to:
Evaluate existing brand and prototype standards
Analyze branch visibility high/low profile, exposure, local competition
Examine branch performance – deposit value, transaction volume,
opportunity for growth
Review branch conditions and efficiency – opportunity for improvement
This facilitated, participatory meeting will allow us to:
n qualify and challenge assumptions about your bank’s brand positioning
n gain an understanding of your business strategy and branch
operating model
n understand your customer and product segmentation strategies
n gain insights about best practices and lessons learned in relation to
your branch locations
n prioritize key ROI components
bringing your branch network together as ONE
11. Methodology The 4 Ds
Discover (continued)
BrandPartners will assess architectural assets and rate branch conditions by
conducting a comprehensive branch fitness and retail readiness audit for each
individual branch office. These audits will include:
n evaluation of the general fitness of the retail facility
n complete interior and exterior digital photography, rating the following
elements to determine the fitness as to appearance, condition and
general utility in the branch environment: vertical surfaces;
floor coverings; ceilings; lighting, windows/window treatments;
regulatory considerations (including ADA); teller area; customer
service area, teller queue line and check-writing casework surfaces,
break room; rest rooms; ATM areas; signage; parking areas; traffic
patterns; drive-up areas; entry/exit ways; and merchandising/POS
opportunities
n soliciting branch-level insight as part of the staff engagement process
n drafting floor plans of existing conditions
n uploading analysis findings to iPartnerstm project management portal for
client access
n preparing a final, consolidated report of the data obtained during
the audits
Define
The BrandPartners team will assimilate and translate the findings in the Discover
phase and will subsequently:
n present a Brand Blueprint - a disciplined plan that translates the
intended brand perception into the physical space of the branch
n map the customer journey and develop key engagement zones
n begin to draft branch appearance standards, which will be distributed in
the branch immersion staff engagement process during the rollout
n recommend investment levels via a decision-tree matrix, matching
branches to recommended enhancement types
9 |
12. Define (continued)
Branch Enhancement Tiers
Tier 1 - refreSh
Tier 1
Modular brand elements and environmental
merchandising
+
Signage
ATM Surrounds
Core merchandising components
Information / compliance-specific signage
Branch immersion staff engagement / training
Removal of unapproved / off-brand elements
Tier 2 - renew
Tier 2
Fit and finish Enhancement Types
Type 1 plus recommended combination of:
+ = ONE
Patch and paint
Signature components
Hosting area furniture
Retail window displays
Tier 3 - refurbiSh
Tier 3
Atmospheric branding
Types 1 and 2 plus recommended combination of:
+
Furniture systems
Wall color / covering
Carpet / tile
Ceiling / lighting
New teller line
Tier 4 - remoDel
Tier 4
Architectural / operational branding
Tiers 1-3 plus more extensive renovations
+
which may include:
Rework of architectural floor plan
New millwork elements
Reconfiguration of offices
Re-routing of traffic flow
bringing your branch network together as ONE
13. Methodology The 4 Ds
Design
Based on the approved platform developed in the Define stage, BrandPartners
will present concepts for a branch synchronization strategy. This includes modular
components, exploratory color palettes, materials and finishes for a full concept
store. That will become the ‘kit of parts’ to be integrated into the various branch
types. From there, a decision-tree matrix is further refined with actual pricing,
allowing you to make branch-by-branch program modification decisions.
For the chosen concept, BrandPartners will then:
n make revisions based on client feedback
n design and provide options for lighting, signage, merchandising and
millwork
n finalize color palettes, finishes and materials
n design a storefront version
n determine, design and present for approval the program elements to be
“exported” to the various levels of renovation
n submit final decision tree matrix for approval
To complement our own expertise in sustainable design, we will engage LEED
consultants as needed to create a cost-effective, holistically designed green
environment.
Deliver
BrandPartners’ delivery model is about providing holistic solutions with an empha-
sis on accountability, flexibility and performance.
We will:
n provide an accessible single point-of-contact
n organize and manage weekly meetings to communicate scheduling
and address items needing attention
11 |
14. Deliver (continued)
n detail and manage an effective phasing and scheduling program to
mitigate disruption to existing branch operations, provide daily
communi cation between project managers, site superintendents and
general contractors
n coordinate all site activities, construction, millwork, furniture,
merchandising, environmental graphics and digital programs
n deploy trained field teams that will be well-versed in the design intent,
ensuring consistency across the network
n provide continuous site cleanliness (interior and exterior) to protect your
operating business, employees and customers
n finalize projects on-time and on-budget
In addition, BrandPartners will provide an inclusive staff engagement training pro-
gram (“branch immersion”) designed to:
n motivate your branch staff and encourage them to be brand advocates,
exhibiting behaviors consistent with delivering the desired customer
experience
n teach staff to use the new environment to start conversations with
customers
n establish expectations in terms of overall on-stage branch appearance
standards – cleanliness, decorations, marketing, organization, etc.
In the interest of continuous improvement and providing solutions that stand the
test of time, BrandPartners will:
n host a project wrap-up meeting with a lessons learned exercise
n conduct a client satisfaction survey with your retail management team
n conduct a Post Occupancy Evaluation (POE), with a focus on measuring
back to the original program objectives
n recommend future program adjustments based on findings of the POE
bringing your branch network together as ONE
16. the steps
(from top left, clockwise)
Flagstar Bank, Viking Bank, 1st Advantage FCU
National City Bank, MidCoast FCU, SunTrust Bank,
bringing your branch network together as ONE
17. TH R IVE.
The Steps Getting started
Ideation Workshop
The purpose of this phase is to gain further understanding of the current state
of your brand vision, help develop your business plan, outline annual sales goals,
and articulate sales and marketing approaches in order to establish a clear
communication platform. We will conduct in-depth discussion sessions with key
members of your senior staff to explore the following topics:
n brand positioning, strategy, market vision, mission and any major
market challenges
n key business objectives underlying your marketing initiatives
n plans for overall growth and expansion
n distinguishing characteristics of the branch network, products
and services
n branch culture and core values
n varied customer experiences
n target audiences/customers and prospects
n traditional/non-traditional competitions
Integra Bank
15 |
18. TH R IVE.
The Steps Getting Started
Key Areas
AS S E S S M E N T of Real Estate & Branch Conditions
The combined retail network is one of your largest assets and foundation for
growth. BrandPartners will capture critical branch information, providing recom-
mendations for establishing baseline conditions and location criteria.
• assess physical conditions of each branch
• capture interior and exterior photography
• create electronic floor plans of branch footprint
• recommend changes or improvements to meet desired standards
• evaluate the retail-quality of the real estate
A N A LyS I S of Markets & Branch Performance
All networks have branches and markets that have more potential than others.
Through data analysis, BrandPartners will define:
• common criteria for evaluating all branches
• overlaps or gaps in the footprint
• underperforming branches
• most profitable customers
• markets with the most potential for growth
bringing your branch network together as ONE
19. TH R IVE.
The Steps Getting Started
Key Areas (continued)
STA N DA R D I z AT I O N of Signage & Merchandising
Consistent use of branding components inside and outside of your branches
conveys a stable image and provides a foundation to propel future growth. We
will design and implement solutions to standardize signage and merchandising
components network wide. Elements and areas to be included are:
• merchandising
• point-of-sale materials
• regulatory compliance
• wayfinding
• drive-up branding
• exterior signage
• ATM signage
R E F u R B I S H M E N T of Branches
Bring existing branches into alignment by re-evaluating their layout, message
placement and decor. It can be as simple as a new coat of paint, or as involved as
a complete remodel. We have talented design and project management profes-
sionals to successfully guide you through every job, no matter how big or small.
• paint, carpet, tile and finish materials
• space planning
• furniture systems
• lighting
• signature components
• evaluation of architectural floorplan
17 |
20. TH R IVE.
TH R IVE.
The Steps Getting Started
Key Areas (continued)
A LI g N M E N T of Cultures & Messaging
Identifying and aligning the brand attributes and personality of the combined
organization will establish a platform for aligning the culture and messaging
across all channels.
• developing a Brand Blueprint to use as a filter for all touch points
• defining the desired branch experience (for customers and employees)
• establishing a retail messaging strategy that is consistent across
the footprint
• proactive brand delivery that indexes branch performance
R E T E N T I O N of Accounts & Employees
Maintaining existing account relationships and employees is critical during
the merger process. Engagement training will increase the confidence level of
employees that you value both their loyalty and the loyalty of the customers
• customer engagement optimization
• employee and account loyalty programs
• brand ambassador training
• communication strategy development
• tools to assist in cross-selling to expand relationships
M&T Bank
bringing your branch network together as ONE
21. TH R IVE.
The Steps The results
Success
BrandPartners has positively impacted over 36,000 financial store lo-
cations. Our holistic approach has been designed to enhance every
aspect of the customer experience and make our clients’ brand promises
a reality. Our team is a focused group of dedicated professionals who pro-
vide the passion for quality and excellence that has become the hallmark of a
BrandPartners relationship. More than a vendor, we consider ourselves stake-
holders, fully invested in the ongoing success of each and every program we
implement.
Our commitment to innovation and service quality has allowed us to build and
retain an impressive client base consisting of tier one, mid market and community
banks. Our ability to listen and react in real time with solutions that get results is
why BrandPartners has been responsible for many of the major conversion roll-
outs in recent years.
By teaming with BrandPartners, you will be shown a map that plots a course to
help you achieve success in your retail bank environment. In the end, our method-
ology, process and resulting designs will provide you with:
n A holistic toolkit of signature elements that will simplify customer
interaction and maximize sales potential
n An exterior and interior communication capability that leverages the
entire branch asset across any new footprint
n A flexible and modular system that accommodates operational
efficiencies, implementation requirements and the need to evolve
over time
n An environment that truly differentiates your brand from the competition
19 |
22. TH R IVE.
TH R IVE.
The Steps The Value Add
Industry Leaders
AC C O u N T M A N Ag E M E N T
BrandPartners has tremendous depth in its merchandising and retail communica-
tions business unit. The group consists of approximately 65 full-time employees. The
team is spread across implementation, strategic services, design and development,
engineering, account and program management, client services, IT, distribution,
quality, and procurement.
Dedicated Team
Led by seasoned Senior Account Executives, a knowledgeable and ambitious
team with extensive experience in delivering strategic retail communications
solutions that work on your account.
Bench Strength
In addition to Senior Level Account Management, a dedicated Program Imple-
mentation Manager and Program Coordinator will be assigned to your account to
fulfill daily client needs and requests. This support team is empowered to estab-
lish multi-disciplined project solutions determined by client needs and objectives.
Required skill sets are then leveraged from within the entire company for a given
assignment. These resources can be pulled from Logistics Planning, Services,
Information Management, graphic Design, Product Design, Design, Furniture
Solutions, Field Services, Digital Program Management, Analysis Services, Instal-
lation Services, etc.
Continuous Communication
We believe that regular communication is paramount to ensuring that we meet and
exceed the required aspects of each program we manage. Daily internal meetings,
weekly initiative-specific pull-ups and (minimally) weekly client team conference
calls are an integral part of any project’s success. To this end, the BrandPartners
team will be readily accessible and in regular communication with clients.
bringing your branch network together as ONE
23. TH R IVE.
The Steps The Value Add
Industry Leaders (continued)
Availability
BrandPartners has a dedicated Program Office, providing customer support
8AM – 5PM, EST Monday through Friday (extended hours may be provided as
required). Managing Account Personnel and Program Managers are at our cli-
ent’s disposal whenever necessary – only a cell phone call away. Program team
members are available through their direct line extensions at their desks, via our
toll-free phone number (1.800.732.3999) and of course, by individual email cor-
respondence.
E NTE R PR ISE R ESOu RCE PLAN N I Ng
BrandPartners uses a robust, state-of-the-art, and fully integrated ERP solution
to manage our clients’ merchandising and communication needs. In addition, we
have developed a web portal that facilitates management of the total branch net-
work. The web portal is available to our clients for their reference, product requests,
communications, planning and overall message placement and management. The
portal also allows campaign and distribution management. Content, access and
information contained in this portal can be customized according to our clients’
specific needs.
LO g I ST I C S P L A N N I N g
BrandPartners will provide support for kitting, shipping and training field services
resources anywhere in the uS. We have a field services group on staff comprised
of logistics experts, Project Managers and field service technicians. For small-
scale implementation programs we will manage and staff the entire scope of work
utilizing our own internal resources.
For large-scale implementations, we supplement our teams with a nationwide
network of certified and trained resources with our vendor-partners. BrandPartners
supervises all vendor-partners to ensure quality is maintained, punch-list items are
minimized and overall schedules are maintained.
21 |
24. TH R IVE.
TH R IVE.
The Steps The Value Add
Industry Leaders (continued)
Q uA LI T y AS S u R A N C E
For our hard goods, millwork and fabricated materials, BrandPartners has a
dedicated team of engineers and quality control experts who manage our in-house
assemblies. Qualified manufacturing partners deliver high quality products that
will exceed our clients’ expectations. Before a new item is fully produced, our
in-house team carefully reviews all design details, searching for value engineer-
ing opportunities, strength, durability testing and ease of assembly for the entire
program.
First article products are thoroughly tested on-site to ensure our rigorous stan-
dards are met. Standard products are tested on a regular basis when received into
our warehouse.
In addition, we have on-staff printing experts who work hand-in-hand with off-site
printing facilities to ensure all end product is of the highest possible quality; this
includes press checks, ink draw downs, proof and sample review, and durability
testing.
bringing your branch network together as ONE
25. TH R IVE.
Bank of America
fleet Acquisition
P R Oj E CT S C O P E
Convert 1500 branches in the NE market from Fleet Bank (FB) to Bank of America
(BOA). The project was completed in less than 6 months, which included, but was
not limited to; retrofit design, branch surveys, production, and implementation.
B R A N D PA R T N E R S ’ S C O P E
BrandPartners had previously designed, developed and implemented a new, robust
merchandising program for FB, which included a merchandising program and a
compliance solution.
BrandPartners developed and delivered a turnkey program to rework all of the inte-
rior communications and compliance information for the conversion. We applied our
knowledge of the FB program to develop and provide a cost-effective, and quick-
to-market conversion program for BOA. BrandPartners’ Program Office was fully
responsible and accountable.
The initial phase consisted of BP preparing and documenting site survey information
for all of FB’s 1500 branch locations, which included; preparing and drawing digital
floor-plans, merchandising recommendations, de-merchandising recommendations,
and final clean-sweep recommendations.
In summary, BrandPartners;
• provided all of the retrofit concept design, final design, development and engi-
neering for the merchandising re-work.
• produced all of the merchandising product requirements that were ascertained
and assembled from the data obtained from the site surveys.
• provided all of the logistics and warehousing requirements for the project.
• provided all of the installation services for the project.
In addition to the BOA/FB conversion, BP has managed the implementation and
continues to manage the ‘roll-back’ of many new components into the BOA North-
east legacy market since the conversion was completed, including environmental
design initiatives
23 |
26. TH R IVE.
Bank of America
Countrywide Conversion
S E R v I C E S P R Ov I D E D
Brand Strategy Program Integration
Environmental Branding Program Management
Architectural /Interior Design Design Application
Retail Systems/Displays Space Planning/Design
P R Oj E CT S u M M A Ry
BrandPartners has worked with Bank of America Corporation (BAC) since the
early nineties. Initiatives like the branch revitalization SMART Program (Strategic
Merchandise and Refurbishment Team) and the Fleet Bank conversion firmly
established BrandPartners as one of Bank of America’s key strategic partners.
Managing the hardware design and deployment for all of the Eastern States
made BrandPartners a natural choice when BAC was challenged with a speedy
re-branding of the Countrywide Home Mortgage Offices.
The primary communication goals were to bridge the challenged Countrywide
Brand to the strength and stability of the BAC brand by effectively promoting
Bank of America’s home mortgage product and services. With only seven months
until turn-over and a firmly established budget, cost containment and speed to
market were critical factors in the program’s design and execution.
S O Lu T I O N
Discovery (Phase One):
up front strategic development quickly became the foundation to the program’s
success. Extensive site visits, store analysis, facilitated discussion, and
interviews were employed by BrandPartners to better understand the existing
Countrywide Experience. understanding critical nuances of the life of the BAC
Home Mortgage lending process was of utmost importance. The space differs
greatly from a banking center as there are no traditional teller lines, drive-ups
or cash available on site. Areas evaluated were: the current (and desired) retail
experience, all point of sale , communication needs, associate sales tactics,
as well as various architectural assets.
bringing your branch network together as ONE
27. TH R IVE.
Bank of America
Countrywide Conversion (continued)
Define (Phase Two)
BrandPartners developed Customer Experience zones, weighing unique
activities such as making payments, private consultations, defining how
customers enter the space, work with mortgage loan officers and transition to
consultation rooms.
Design (Phase Three)
Working under an extremely tight deadline based on conversion initiatives,
BrandPartners Strategy, Design and Engineering teams collaborated to define
the desired future state of Bank of America Home Loans. It was especially
challenging to carry the Master BAC design into the space as a distinct yet
separate look and feel for the new Mortgage Division. The end result was a
cohesive family of wall frames, entrance signage, counter displays, payment
covers and transition area signage to harmonize with architectural assets and
furniture systems already in place.
Deliver (Phase Four)
The battle cry soon became: “7 months cradle to grave”… all required site
analysis, site recommendations, program forecasting and estimating netted in
the design, engineering, and manufacturing of 18,000 display faces, 12,000
pockets incorporating 20 tons of acrylic, 4 acres of steel and 10,000 pounds of
paint powder for 2,200 nationwide stores. In collaboration with the Banks’ West
Coast partners, BrandPartners completed the deployment under budget and
ahead of schedule.
25 |
28. H&R Block
olde Acquisition
P R Oj E CT S C O P E
Transform 300+ H&R Block locations from a traditional tax preparation com-
pany to a financial provider offering investments and mortgages along with
tax preparation services via the acquisition of Olde Discount Brokerage.
B R A N D PA R T N E R S ’ S C O P E
BrandPartners (BP) developed and delivered a turnkey program to fit-out the
interior spaces to reflect H&R Block’s transformation from a traditional tax
preparation company to a multifunctional financial provider. BrandPartners pro-
vided design, production, delivery, and program management services for all
construction, millwork, furniture, merchandising and interior signage solutions.
The initial phase consisted of BP preparing and documenting site survey infor-
mation for all of H&R Block and Olde locations (300 sites, 75 of which were
completed in less than 90 days), which included, but was not limited to; preparing
and drawing digital floor-plans, design application services, millwork and
furniture recommendations, construction documentation, general merchandis-
ing recommendations, interior communications plan, and interior signage.
In summary, BrandPartners;
• provided complete design, development and engineering for all millwork,
signage, merchandising, flooring, furniture, lighting and finish schedules.
• provided an in-store conversion program that transitioned the current Olde
and H&R Block locations into permanent full-service financial centers.
• provided all management, sourcing, and logistics services required to
produce the product for all 300 stores.
• provided all construction management and installation services.
bringing your branch network together as ONE
29. TH R IVE.
Sovereign Bank
iCb merger
P R Oj E CT S C O P E
Convert 135 branches in the NyC market from Independence Community Bank
(ICB) to Sovereign Bank (SB). The project was completed in less than 3 months,
which included, but was not limited to; branch surveys, solutions design/devel-
opment/production, and implementation.
BrandPartners’ Program Office was fully responsible and accountable for the
entire conversion program.
B R A N D PA R T N E R S ’ S C O P E
BrandPartners (BP) developed and delivered a turnkey program to convert
all of the interior communications and compliance information for the merg-
er. The initial phase consisted of BP preparing and documenting site survey
information for all of ICB’s 135 branch locations, which included: preparing and
drawing digital floor-plans, merchandising recommendations, de-merchandising
recommendations, and final clean-sweep recommendations.
In summary, BrandPartners;
• converted the existing ICB merchandising program into a SB compatible
program
• provided complete design, development and engineering for the new
merchandising program
• produced all of the merchandising product requirements that were
ascertained and assembled from the data obtained from the site surveys
• provided all logistics and warehousing requirements for the project
• provided all installation services for the project
• continues to provide post-install support and customer services for all
of SB
• developed online web tools to support invoicing, warehousing and product
approval
27 |
30. TH R IVE.
Wells Fargo
norwest merger/Acquisition
P R Oj E CT S C O P E
Convert over 1000 branches to the Wells Fargo (WF) brand. The program was
implemented over 15 months.
B R A N D PA R T N E R S ’ S C O P E
BP developed and delivered a turnkey program to convert all of the interior
communications and compliance information for the conversion.
The initial phase consisted of BP preparing and documenting site survey in-
formation for all of NW’s 1000+ branch locations, which included, but was not
limited to; preparing and drawing digital floor-plans, merchandising recommen-
dations, de-merchandising recommendations, and final clean-sweep recom-
mendations.
BrandPartners’ Program Office was fully responsible and accountable for the
entire conversion program.
In summary, BrandPartners;
• produced all of the merchandising product requirements that were as-
certained and assembled from the data obtained from the site surveys.
• provided all of the logistics and warehousing requirements for the project.
• provided all of the installation services for the project.
In addition to the conversion program, BP provided on-going production sup-
port, customer service support, and on-going inventory management for Wells
Fargo after the completion of the conversion program.
bringing your branch network together as ONE
31. REGIONS BANK
REGIONS BANK
TH R IVE.
TH R IVE.
RTH C AR K A
NO OF
Regions Bank F A
E
N
STATE O
T
RO
SA
STA
LINA
S
union Planters bank Acquisition E E
K
R
K
R
GI N GI N
O N S BA O N S BA
seal Outline map of North Carolina
Pine cones (representing the Pine (State tree)) seal Outline map of Arkansas
Plott Hound (hunting dog, originated about 1750, only breed native Fiddle (associated with Arkansas folk music and culture)
to the state) Apple blossom (State Flower)
images Sign post at corner of Main St. and Front St., house with picket fence, NC
Cape Hatteras National Seashore, North Carolina, USA
images State Capitol Building
View from Petit Jean Mountain of surrounding countryside,
Petit Jean State Park, Arkansas, USA
P R Oj E CT S C O P E
Environmental Graphics JUNE 2003 Environmental Graphics JUNE 2003
Convert 850 branches in the Southeast and South-Central market from union
Planter’s (uPB) to Regions Bank (RB). The project was completed in less than
18 months, which included, but was not limited to; branch surveys, design/de-
sign development/engineering, production, and implementation.
The program was split out by region and was implemented in three independent
phases (West, Central and East). BP’s Program Office was fully responsible and
accountable for the entire conversion program.
B R A N D PA R T N E R S ’ S C O P E
BrandPartners (BP) developed and delivered a turnkey program to convert all of
the interior communications and compliance information for the merger.
The initial phase consisted of BP preparing and documenting site survey infor-
mation for all of uPB’s 850 branch locations, which included, but was not limited
to; preparing and drawing digital floor-plans, merchandising recommendations,
de-merchandising recommendations, and final clean-sweep recommendations.
In summary, BrandPartners;
• provided all of the concept design, final design, development and engi-
neering for the new merchandising program
• produced all of the merchandising product requirements that were ascer-
tained and assembled from the data obtained from the site surveys
• provided all of the logistics and warehousing requirements for the project
• provided all of the installation services for the project
29 |
32. TNation-
TH R IVE.
SunTrust Bank
national Commerce
financial Corporation Acquisition
P R Oj E CT S C O P E
Convert 450 branches in the Southeast and Mid-Atlantic market from National
Commerce Financial Corp. (NCF) to SunTrust Bank (SB). The project was
completed in less than 4 months, which included: branch surveys, design/design
development/engineering, production, and implementation.
B R A N D PA R T N E R S ’ S C O P E
BrandPartners had previously designed, developed and implemented a branch
proto-model for SB, which included: branch design, communications program,
merchandising program, millwork, and signature components.
BP developed/delivered a turnkey program to change out all of the interior commu-
nications and compliance information for the conversion. BrandPartners’ Program
Office was fully responsible and accountable for the entire conversion program.
The initial phase consisted of BP preparing and documenting site survey
information for all of NCF’s 450 branch locations, which included: preparing and
drawing digital floor-plans, merchandising recommendations, de-merchandising
recommendations, and final clean-sweep recommendations.
In summary, BrandPartners;
• provided all of the concept design, final design, development and engineering
for the new merchandising program
• produced all of the merchandising product requirements that were
ascertained and assembled from the data obtained from the site surveys
• provided all of the logistics and warehousing requirements for the project.
• provided all of the installation services for the project
In addition to the NCF conversion, BP has managed the implementation and the
‘roll-back’ of the protomodel components into more than 300 legacy SB branches.
In addition to other design initiatives, BrandPartners continues to manage the
production of residual merchandising for the SB footprint.
bringing your branch network together as ONE