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In Mind Cloud - Product Release - 2011
1.
© In Mind
Cloud. All rights reserved. Manufacturing X 20/11 ReleaseBrief The 20/11 release of Manufacturing X brings many features to further improve the user experience and efficiency. CPQ users can try a new, much more visual configuration experience. Commerce users can enjoy interactive images to better identify the needed spare parts. CRM users gain even more efficiency when using MX from Email & Calendar.
2.
© In Mind
Cloud. All rights reserved. What is new in our 20/11 Release? Features at a glance Commerce ▪ Visual Product Finder ▪ Screen Configuration ▪ UI Enhancements (Large product Image, Letterboxing, Error page, Clear Cart, Animations) ▪ Pricing (reuse pricing and groovy extensions) ▪ Order create (reuse groovy extension) ▪ Mass Provisioning of Contact Users CPQ ▪ Visual Product Finder ▪ Map Integration Enhancements ▪ New configurator UI* ▪ Configurator Workspace* ▪ Navigation* ▪ Images for Group / Sub-group* ▪ Characteristics Visualization & Filters* ▪ Side Panel – Product & feature information* CRM ▪ Office 365 (Outlook) Integration ▪ Opportunity Improvements Core Services ▪ Extend Field mapping for CRM connector * Beta version available for selected ramp-up customers
3.
© In Mind
Cloud. All rights reserved. With Release 20/11 we launched Manufacturing X Commerce What are the BENEFITS? The smart way to lead your customers to buy the right spare parts and consumables for their serialized equipment – anytime, from anywhere. Get your digital commerce initiative up and running fast with a scalable platform that’s modular, extensible, cloud native, and provides 100% digital process coverage. Open a new sales channel and extend your digital sales processes to provide best-in-class customer experience and earn loyalty.
4.
© In Mind
Cloud. All rights reserved. Finding the right spare part is always a challenge. Companies currently solve this problem with lists that show suitable parts for a particular product. We want to elevate this process to another level and make it more intuitive for our users. Our new approach displays the spare parts as an image with hotspots representing the relevant parts. Users can add the spare-parts to the shopping cart by just clicking the corresponding hotspots. Commerce: Visual Product Finder AUDIENCE ▪ Multiple users, primarily Commerce and quotation managers Benefits ▪ Convenient self-service ordering ▪ Identify the right spare part that fits the original product ▪ Easily maintain images and corresponding hotspots ▪ Improve experience to end customer by providing B2C shopping experience in B2B Features ▪ Parts list & finder with interactive 2D Image ▪ Upload an Excel with parts Additional Notes ▪ Enrich the images by linking them to specific parts
5.
© In Mind
Cloud. All rights reserved. We are adding flexibility to the Commerce UI. Admins can now enable/disable certain fields as well as re-arrange the sequence of these fields. Admins can also quickly add additional fields on various tables in just a few clicks without any coding. Tables include Product Card, Product List, Product Detail, Shopping Cart, Checkout Order, Review Order, Order History, Order Amendment. Commerce: Screen Configuration AUDIENCE ▪ Customer Contact ▪ Biz Admin ▪ End User Benefits ▪ Support higher flexibility ▪ Improve user experience ▪ Adjust Commerce to your customer needs Features ▪ Hide fields ▪ Re-order fields ▪ Configure which data to display per screen ▪ Add fields from the API (Standard and Custom fields, as well as access of nested structures) Additional Notes ▪ Extension fields to product can be added in the traditional way ▪ Use “Screen Configuration” in product administration to make them visible in respective parts of the screen Joe Wills Customer / Distributor Biz Admin Sarah Smith Customer / Distributor End User
6.
© In Mind
Cloud. All rights reserved. Custom tabs allow to configure additional views in Commerce that load external applications, for example: a ticket management system, or to provide additional analytical capabilities, etc. Commerce: Custom Tabs Benefits ▪ Extending the commerce site for custom use cases by embedding external screens and to add custom links Features ▪ Add a global navigation entry ▪ Add a launch URL for the custom view ▪ Definition height & width or use the fill mode AUDIENCE ▪ Customer Contact ▪ Biz Admin ▪ End User Joe Wills Customer / Distributor Biz Admin Sarah Smith Customer / Distributor End User
7.
© In Mind
Cloud. All rights reserved. We further improved the visual experience of the UI. This is key in any commerce application and will impact the overall user experience and boost the adoption of the solution. Commerce UI: Continuous Improvements AUDIENCE ▪ Customer Contact ▪ Biz Admin ▪ End User Benefits ▪ Improved UI and UX to improve adoption. Features ▪ Zoom Function for Product Images ▪ Error Page ▪ Letterboxing ▪ Smooth transition / animation of navigation bar, action menus, and ribbons ▪ Theme enhancements (e.g. ribbons, filter backgrounds, etc.) to be able to also create ‘dark themes’ Joe Wills Customer / Distributor Biz Admin Sarah Smith Customer / Distributor End User
8.
© In Mind
Cloud. All rights reserved. Manage all commerce contact users in one place. Filter and multi-select users for mass changes of role, status or re-send invite emails. You can also invite new contacts. Commerce Contact User List Benefits ▪ Reduce admin time to roll-out commerce in a controlled way to multiple customers ▪ Scale with confidence Features ▪ Manage all commerce contact users in one place ▪ Filter and multi-select users to mass change role, status or re-send invite email ▪ Invite new contacts across accounts. AUDIENCE ▪ Customer Contact ▪ Biz Admin ▪ End User Joe Wills Customer / Distributor Biz Admin Sarah Smith Customer / Distributor End User
9.
© In Mind
Cloud. All rights reserved. The CPQ pricing engine is now fully integrated into the product catalog, cart and checkout. The CPQ function of using internal pricing and/or external pricing is now available in Commerce. This gives users the full flexibility of comprehensive pricing schemes and custom extension points right inside Commerce. Commerce: Pricing Flexibility AUDIENCE ▪ Customer Contact ▪ Biz Admin ▪ End User Benefits ▪ More flexibility for Commerce pricing addressing customer specific requirements ▪ Getting on par with CPQ Pricing ▪ Enabling internal pricing Features ▪ The change in design has made the CPQ engine the central component for the Pricing engine and is executed in simulate mode ▪ We re-use the setting to enable internal pricing, external pricing, SSC pricing ▪ External pricing can be called via Groovy exit, or via using external ERP Pricing ▪ A new Groovy extension point has been added to calculate header discount and price (called: Commerce product catalog mapping) Additional Notes ▪ For Product Catalog Mapping, if groovy script is uploaded, settings are ignored Joe Wills Customer / Distributor Biz Admin Sarah Smith Customer / Distributor End User
10.
© In Mind
Cloud. All rights reserved. With the groovy exit it is possible to enhance the Order data before creating the order in ERP. This will allow Commerce to bring additional flexibility as every ERP implementation is unique. Commerce: Order Flexibility AUDIENCE ▪ Customer Contact ▪ Biz Admin ▪ End User Benefits ▪ More flexibility for Commerce Order addressing customer specific requirements Features • You can either use the setting string to decide the order type or use the Groovy script to decide the order type based on specific logic Additional Notes ▪ Setting takes priority over groovy script Joe Wills Customer / Distributor Biz Admin Sarah Smith Customer / Distributor End User • Definition of Default Order Type: • Or via Groovy:
11.
© In Mind
Cloud. All rights reserved. Create the best matches to your customers’ needs within minutes and eliminate errors in configuration, costing, pricing, and orders. Accelerate your manufacturing sales by delivering made-to-win quotes, accurately generated through tight manufacturing backend integration. Guide your users to successful sales execution with a smart UI that steers their focus to required actions during the sales cycle and beyond. Manufacturing X CPQ What are the BENEFITS?
12.
© In Mind
Cloud. All rights reserved. EMPOWER MANUFACTURING SALES WITH INNOVATION BETA Simple – Lean – Effective • Fit purpose with guidance empower the user • Adaptive workspace with clear objective on configuration work • Cut down the time-to-quote by at least another 20-30% • Make any sales person enjoying to configure • Support any sales user with right guidance • Make accurate configuration by informed decisions CPQ 20/11 TIME-TO-QUOTE FOCUS & PRODUCTIVITY USER SATISFACTION • Connect users better with the configuration at hand • No thinking delay with delightful visuals making sense for use • See and use what is needed – on one screen
13.
© In Mind
Cloud. All rights reserved. The configuration view was completely re-designed to guide users throughout the entire configuration process. The sales configuration is always the driving factor, regardless of whether CTO, MTO or ETO is the driving business model. The UI intelligently assists users and helps them focus on the relevant work to be done. At the same time, the UI can be adapted to each user’s preferences. CPQ: The new Configurator Workspace Benefits ▪ Clearing the real-estate areas fastens the sales configuration ▪ Configuration UI can be re-used anywhere Features ▪ UI that supports workspaces, navigation panels, assistance and tools based on user selection and requirement ▪ Configuration workspace can also be launched in full screen-mode Additional Notes ▪ It’s a BETA feature in 2011 ▪ Its possible to enable it in your test tenants or for some specific users. ▪ The new configurator workspace will completely replace the old configurator mid of next year AUDIENCE ▪ Primary use by Sales Reps ▪ Applicable to any user / roleSarah Hong Sales Rep
14.
© In Mind
Cloud. All rights reserved. The Side Panel allows users to gain knowledge of all information for product, groups and characteristics while working on configuration data entry. It assists the user in the efficient handling of configuration during the lead-to-quote process. CPQ: Side Panel – Product & Feature Info Benefits ▪ Easy, intuitive experience with all relevant information at hand Features ▪ Side panel for Help Panel, Pricing and many more to come ▪ Multi-language descriptions with formatted texts ▪ Attachments and Images can be added for each attribute ▪ Click on Characteristics, Groups, Labels, Values and get the help information displayed in the side panel AUDIENCE ▪ Primary use by Sales Reps ▪ Applicable to any user / roleSarah Hong Sales Rep
15.
© In Mind
Cloud. All rights reserved. MX features “state-of-the-art” controls for data entry and selection. Theses controls help users connect better with the product and options at hand. CPQ: Characteristics Visualization Benefits ▪ Controls can be re-used in identical behavior in the MX platform and vice versa ▪ Information can be presented as desired by the company’s requirements to guide the user through the configuration process intuitively Features ▪ Add more representations to the data control elements ▪ Adding more controls ▪ “Legacy” UI controls will remain ▪ Visual representation is defined during onboarding at creation of the product knowledge base ▪ Visual representation can be conveniently uploaded via excel by setting the column with the right Boolean set up Additional Notes ▪ “Legacy” elements remain but experience visual improvement AUDIENCE ▪ Primary use by Sales Reps ▪ Applicable to any user / roleSarah Hong Sales Rep
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© In Mind
Cloud. All rights reserved. The UI workspace is of utmost value if it can cater to all business processes and data entry. In addition it always gives the user the option to see what he really needs. CPQ: Filter Options Benefits ▪ Configure UI according to requirements in performing an accurate but efficient sales configuration Features ▪ UI options to manipulate various visual support ▪ User preferences can be saved as default to profile ▪ Show options standard menu (no configuration required) Additional Notes ▪ No change but adding new functionality Relevant Characteristics With 20/11 MX supports mandatory, quote, cost, price relevant tagging of characteristics. This allows to assign besides topic-wise grouping of characteristics to set tags according the sales configuration process. Configuration Filter all user set fields or system recommendations (calculated) using the graphical annotation of the borders. Empty values are the values that have not been assigned any value. AUDIENCE ▪ Primary use by Sales Reps ▪ Applicable to any user / roleSarah Hong Sales Rep
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© In Mind
Cloud. All rights reserved. The UI workspace is of utmost value if it can cater to all business processes and data entry. In addition it always gives the user the option to see what he really needs. CPQ: View Options Benefits ▪ Configure UI according to requirements in performing an accurate but efficient sales configuration Features ▪ UI options to manipulate various visual support ▪ User preferences can be saved as default to profile ▪ Show options standard menu (no configuration required) Additional Notes ▪ No change but adding new functionality Navigation : Auto-collapse Main navigation, Show line item ID Groups : Titles, Images, Comments Subgroups : Titles, Comments Pagination Mode: focus on one sub-group at a time. Or just scroll through all attributes for an item. Characteristics: Show position, technical attribute name, show comments, and filter tags. Layout: multi-column or single column with left, center align or indent labels. AUDIENCE ▪ Primary use by Sales Reps ▪ Applicable to any user / roleSarah Hong Sales Rep
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© In Mind
Cloud. All rights reserved. Google Maps: Usability improvement For products where “Enable Google Map” is available, you can easily launch them from the icon next to the configurator icon. Benefits ▪ Improve usability ▪ Improve discoverability ▪ All configurator relevant icons are found in same location Features ▪ Map icon to directly launch the map for items which have a map associated ▪ Icon colour indicate if map is editable or read-only ▪ Prevent Esc button from closing the popup window Additional Notes ▪ End user training needed post upgrade AUDIENCE ▪ Primary use by Sales Reps ▪ Applicable to any user / roleSarah Hong Sales Rep
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© In Mind
Cloud. All rights reserved. Google Maps: Set map to read-only When defining a product you can enable the Google map, and in addition, mark it as read-only. This is specifically useful for out-put maps which should be read-only as they show calculated end results. Benefits ▪ Improve usability ▪ Reduce chance of error Features ▪ You can mark the map as read-only, so the calculated fields are made read-only ▪ Also the upload of data via drag & drop or upload button is blocked Additional Notes ▪ No impact on upgrade For output maps, you can now mark them as read-only AUDIENCE ▪ Primary use by Sales Reps ▪ Applicable to any user / roleSarah Hong Sales Rep
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© In Mind
Cloud. All rights reserved. To improve readability of Google Maps, you can now print description text for each line drawn on the map (example: component of pipe), and decide the text and location using the Groovy extensibility framework. CPQ: Google Maps - Custom Text besides lines AUDIENCE ▪ Quotation Manager Benefits ▪ Improves readability & business proposal approval for grant in certain country regulations Features ▪ To allow admin to have the customization to insert text right beside those drawing lines on Google Maps ▪ All text will have the same color Additional Notes ▪ No way to create text with mixed formatting (e.g. some characters are in bold and some are not), other than printing them separately (by manually calculating where each character would show up) ▪ There is also no way to specify a maximum width so that a long text would automatically wrap to the next line. So breaking the text into multiple lines would also require a manual effort on the Groovy script Mike Jones Quotation Manager
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© In Mind
Cloud. All rights reserved. When configuring a product the product finder helps find the optimal suggestion of already existing variants based on the current configuration. The variant matching feature available in MX is without any restrictions that lead into pre-emptive exclusions on classified material because certain characteristics and the plant will be exclusion factors that may not be desired. CPQ: Material Variant Matching Enhancement AUDIENCE ▪ To be filled up and personas to be inserted Benefits ▪ Add control over products to be suggested without being limited on characteristics and plant ▪ Access control of classified material based on the evolving configuration beyond the classification snapshot Features ▪ Exclude selected characteristics (DA) from variant matching process (in product finder) ▪ User defined look-up table contains the exclusions ▪ Plant and product specific exclusions ▪ Data is synchronized from multiple source options (manual maintenance, ERP based data sync) ▪ Create exclusion combinations based on entry and field configuration Additional Notes ▪ Directly impact the product finder’s behavior
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© In Mind
Cloud. All rights reserved. Boost your efficiency with your CRM always in sync with Outlook data – be it contacts, emails, or meetings. Automate, simplify and accelerate the full lead-to-order process across regions and departments to reduce cost-of-sales. Master your opportunity priorities, and always focus on the most profitable deals with customizable analytics dashboards. Manufacturing X CRM What are the BENEFITS?
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Cloud. All rights reserved. Sales opportunities are the center of your sales representatives’ lives. That is why we are constantly improving our CRM’s functionality. New features include a restructured overview page, addition of new fields, and support of different sales forecasting categories. The new fields added are “Days in Current Sales Phase,” “Sales Cycles Duration,” and “Forecast Category.” These new features are designed to help your Sales Representatives and Managers monitor sales cycles more effectively. They can also enable your Sales Managers to achieve an increase in sales performance. CRM: Opportunity Improvements AUDIENCE ▪ // to be filled up Benefits ▪ Clearly understand the opportunity life cycle to make better informed decisions ▪ Enable the opportunity for forecasting categories ▪ Improved visual design Features ▪ Restructured Detail page with dedicated sections (like quote layout) ▪ Start date and close date to calculate sales cycle ▪ New calculated fields to determine the time left to close and time since the Opportunity was moved into the respective sales phase on Kanban view ▪ New field ‘Forecast Category’ which can be used to bucket specific opportunities based on forecasting rules Additional Notes ▪ A Master Data Task ‘Opportunity Update Job’ to update the ‘Days in Sales Phase’ needs to be maintained with a recommended Cron Job timing of once per day. Sarah Hong Sales Rep
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© In Mind
Cloud. All rights reserved. Sales Representatives are now able to use our plug-in to sync their contact data, email and calendar items. This helps to stay on top of all tasks. It also allows to be more efficient in daily customer engagements and keep track of each engagement with all the relevant documents neatly organized with adequate references to the customer and their transactions. CRM: Outlook Add-in AUDIENCE ▪ Primary use by Sales Reps ▪ Applicable to any user / role Benefits ▪ Work with MX without leaving your email inbox ▪ Gain efficiency in your daily customer conversations ▪ Ensure transparency on the state of each engagement across the organization ▪ Auto populates contacts, emails, meetings in MX Features in Add-in ▪ Login with Username / Password ▪ Contact create with account search, first & last name, Email (with email parsing), Phone, Mobile, Position etc. ▪ Account create with name, description, domain etc ▪ Save Email: From, To, CC, link account, opportunity, quote with de-duplication ▪ Save Event: Start & end date/time, location, status, participants (From, To), body, link account, opportunity, quote with de-duplication ▪ Creation of opportunity and quote ▪ Search of contact, account, opportunity and quote (search by object name, to be added in future) Additional Notes ▪ Supported on Exchange 2013 or later. Sarah Hong Sales Rep
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© In Mind
Cloud. All rights reserved. Get deep, actionable insights, and achieve the lowest cost-of- ownership with one integral data model and service layer across CRM, CPQ, and Commerce. Simplify your entire sales process, achieve the highest agility and maximize adoption for every sales situation. Quickly adapt Manufacturing X to your manufacturing sales needs with an extensibility concept that uses Low-Code or No-Code Extensions, and Open APIs. Manufacturing X Core Services What are the BENEFITS?
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© In Mind
Cloud. All rights reserved. Extend mapping in C4C Connector Its possible to add extension fields in both C4C and MX, but the mapper in the connector is hard coded. This limits the custom fields that can be integrated between the two apps. Nicole as sales ops, can now easily map extension fields, using a look-up table. Nicole Miller Sales Ops CUSTOM_CFC_FIELDS Benefits ▪ Map extension fields in connector ▪ Customize the integration flow, and extend processes easily Features ▪ Mapper to map extension field and standard fields in C4C inbound for Account, Account Address, Quote, Quote Line Item, Opportunity ▪ Using a look-up table CUSTOM_CFC_FIELDS Additional Notes ▪ Implementation needed to uptake the new enhancement.
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Cloud. All rights reserved. D i g i t a l i z e Yo u r M a n u f a c t u r i n g S a l e s EUROPE & NORTH AMERICA | ASIA | CHINA
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