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Principle #1: Stop Printing Atlases
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Principle #1: Stop Printing Atlases
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Principle #2: Scale or Fail
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Principle #2: Scale or Fail
Build Ring Roads, Not Offramps
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Principle #2: Scale or Fail
Build Ring Roads, Not Offramps
OFFRAMP
Post-‐ROI in Excel Template
Account Plans in Excel for Customers without Traditional Syndicated Data
Fire Drill: Account Managers Submit Forecast to HQ for Hot Item in Excel Template
RING ROAD
Post-‐ROI within Account Plan & compared to Pre-‐ROI
Utilize platform that can consume non-‐traditional sales data & plan entire channel/bus.
HQ Opens Account Manager’s Live Account Plan to View Forecast
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Principle #2: Scale or Fail
An Area Where We Made a Mis-‐Step
Initially, we underestimated the importance of rolling out the Account Planning process to all customers & teams.
Build Ring Roads, Not Offramps
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Principle #2: Scale or Fail
Traditional Sales Data
Non-‐Traditional Sales Data
Supplemental Data
Wholesaler / Importer Depletions
Retailer Loyalty Data
Retailer Proprietary
POS
Base & Incremental Volume Forecast / Decomp
• Most predictive sales solutions stop here.
• This has prevented European manufacturers from achieving scale with TPO
• We needed a solution that could scale across geographies / markets / categories
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Principle #2: Scale or Fail
Impact of Supplemental Data -‐ ECRM
Harris Teeter
No ECRM ECRM
4/5/20144/5/201
4Total Unit Volume 629 629
Base Unit Volume 629 398
Incremental Unit Volume 0 231
FSI Same Week Volume
44
Combined Coupons Volume
187
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Principle #2: Scale or Fail
To Help Us, We Needed a Partner with Scale43 categories modeled | global organizational presence | implementations on 5 continents
StatKey: Proven model for 20yrs
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Principle #2: Scale or Fail
Drive Efficiency: Eliminate the swivel seat!
TPM System
TPO System
OR
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Principle #2: Scale or Fail
TPM System
TPO System
OR WEB SERVICES
Drive Efficiency: Eliminate the swivel seat!
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Principle #X: Scale or Fail
TPM System
WEB SERVICES
Drive Efficiency: Eliminate the swivel seat!
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Principle #2: Scale or Fail
Drive Efficiency: Eliminate the swivel seat!
Promotable Group A
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Principle #3: Know Our Audience
• Creators (Building Plans/Insight)• Field Sales & Brokers• Analysts
• Consumers (Reporting)• Sales Management• Revenue Growth Mgmt (RGM)• Demand Planning• Brand Management• Shopper Marketing• Category Management• Sales Finance• Customer: Buyer
• Beneficiaries (Impacted)• Manufacturer: P&L• Customer: P&L
Who’s Your Audience?
What’s In it For Them?
Value
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• Creators (Building Plans/Insight)
• Field Sales & Brokers
• Analysts
• Consumers (Reporting)
• Sales Management
• Demand Planning
• Brand Management
• Shopper Marketing
• Category Management
• RGM
• Customer: Buyer
• Beneficiaries (Impacted)
• Manufacturer: P&L
• Customer: P&L
• How can I grow profit next year?• How will I make bonus?• How can I spend less time on
administration & number-‐crunching?• How can I spend less time building reports and more time analyzing?
• How can I provide more prescriptive insight to my stakeholders? • Which customers and
products are more efficient?• What efficiency levers should
I direct the team to pull?• Which items / customers
ought to be EDLP vs. Hi-‐Lo?• Where can I find fact-‐based
incremental volume forecasts?• How can I be connected to my sales
team’s planning process? • How elastic are my brands?• What’s the right price?• Which competitors does my
brand interact with?• Where can I find fact-‐based
incremental volume forecasts?• How can I be connected to my sales
team’s planning process? • Which products interact & how?
• How will change in strategy or price action impact total category?
• Which option maximizes my Category Growth? Margin? Revenue?
• Will this strategy encourage Pantry-‐Loading?
• How can I grow struggling categories & segments?
• Gross/Net Revenue• Margin• Share • ROI • Gross/Net Revenue
• Margin• ROI
Principle #3: Know Our Audience
• Will price action increase profitability?• Who/what are our most profitable
customers, markets & brands?• What promotional strategy optimizes
profit?
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Principle #3: Know Our Audience
• Creators (Building Plans/Insight)
• Field Sales & Brokers
• Analysts
• Consumers (Reporting)
• Sales Management
• Revenue Growth Mgmt
• Demand Planning
• Brand Management
• Shopper Marketing
• Category Management
• Sales Finance
• Customer: Buyer
• Beneficiaries (Impacted)
• Manufacturer: P&L
• Customer: P&L
Value
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Principle #4: Salespeople Can Optimize Revenue
If you…
…give salespeople easy access to metrics they need to succeed;…give salespeople ways to automate and eliminate manual analysis…give salespeople a way to eliminate HQ fire drill requests…give salespeople a way to use data to increase their bonus / commission…
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Principle #4: Salespeople Can Optimize Revenue
They will build side by side predictive promotional scenarios…
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(anonymous)
They will look at elasticities and reconsider their EDLP strategies…
Principle #4: Salespeople Can Optimize Revenue
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Principle #5: Don’t Overthink It
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Principle #5: Don’t Overthink It
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Coming to POI-‐Dallas in November, 2016: RGM Impact, One Year On
Thank you | Merci | Danke | Dank je