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May 7 – 9, 2019 Real Customers, Real Data, Real-Time Todd Schutte, Global Director of eLearning, Bona Session ID #84256

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Page 1: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

May 7 – 9, 2019

Real Customers, Real Data, Real-TimeTodd Schutte, Global Director of eLearning, Bona

Session ID #84256

Page 2: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

About the Speaker

Todd Schutte

• Global Director of eLearning, Bona AB (Sweden)

• 28 years @ Bona US (customer service, sales, sales management, product management, senior management, training, legal mitigation, new initiatives, eLearning)

• Part of very large U.S. Schutte clan – over 300 extended relatives in CO, WY and WI!!!

Page 3: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Key Outcomes/Objectives

1. How does Bona’s business environment relate to your own?

2. Understand direct vs. indirect customer data; and the exponential power of utilizing both!

3. Bona SAP system history: BC, Early, Now, Future

4. Communication, Communication, Communication

5. Analytics: Are you tracking the right things?

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Page 5: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

• Celebrating 100 years in business (1919)

• Subsidiaries in 17 countries

• Sales in 70+ countries

• Production facilities in Sweden,

Germany, USA, and China

• 600+ employees worldwide

Page 6: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Information - INFORMATION

Page 7: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

SHOP &

BUY

SHOP &

BUYSHOP &

BUYSETUP

PHONE

BILLING

ISSUE SERVICE REFER

FRIENDS

Information System Silos

Page 8: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Evolution: From CRM to Customer Engagement

1st Generation

CUSTOMER RECORD

SERVICE

SALES

MARKETING

COMMERCE

Departmental/Channel

Silos

2nd Generation

“Multi”-Channel

CRM SuitesC

USTO

MER

REC

OR

D

SALES &SERVICE

MARKETING

COMMERCE

3rd Generation

Omni-channel

Engagement

Platform

CONTEXTUAL MARKETING &SERVICE

SALES &COMMERCE

CUSTOMER INTELLIGENCE

PHYSICAL &DIGITAL EXPERIENCE

Page 9: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Omni-Channel Customer Engagement & Commerce

EVERY TOUCHPOINT. EVERY CHANNEL. GLOBAL. FLEXIBLE.

WEB MOBILE EMAIL CALL

CENTERMARKET

PLACE

INTERNET

OF THINGS

CONTACT

CENTERPOS MARKETING

CHANNELS

DIGITAL

GOODSSOCIAL

INDUSTRIES

MARKETING SALES SERVICE COMMERCE

CUSTOMER ENGAGEMENT & COMMERCE PLATFORM

SEAMLESS

customer journey

across all channels

INTEGRATED across

sales, service, marketing

& commerce

Specific to your

INDUSTRY

SINGLE VIEW of

customer journey

across all channels

Page 10: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Bona Sales & Service Channels

Territory Managers

National AcctManagers

Field SalesForce

Pro Distributors

Bona Certified Craftsmen

Retail Distributors

Page 11: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

The Bona “Loop”

Contractor

Pro Distributors

ConsumerBona Rep

Retailer

Page 12: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Service and Data Challenges

Inefficient Manual

Processes

No Historical Caller Views

Lack of Consistent Support

Info & Materials for Questions

No Reporting to Track Ticket

Resolution or Source

Inability to Update

Records from Field

No Trending/Forecasting

Data for Capital Intensive Bona CCP

Page 13: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

The Ultimate Sales & Service Environment

Fully Integrated Call

Center, Service, and Sales

Processes

Real Time Analytics

Best of Breed,

Multi-Channel

Communication ToolsStandardized

Knowledge Base

Mobile Ready

& Enabled

Page 14: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Prospect to Promoter

SALESDATA

WINNINGEXPERIENCE

SERVICEDATA

ENTERPRISEDATA

OPPORTUNITYTO CASH

REQUEST TORESOLUTION

AWARENESSTO LEAD

SOCIALDATA

SOCIALDATA

MARKETINGDATA

PROSPECT CUSTOMER PROMOTER

Page 15: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Backbone: SAP Hybris (Call Center, Service, Sales)

Mobility▪ Manage service requests

on iPad – anytime, anywhere

Solution Finder▪ Integration with existing knowledge

base▪ Context-sensitive

recommendations▪ Easily share content with customers

▪ E-Mail

▪ Phone (CTI)

▪ Web self-service portal

▪ Chat

▪ Branded communities

▪ Social Media*(Twitter, Facebook)

Multi-channel service

Collaboration▪ Contextual social collaboration

with integrated feed

Integration▪ Native integration with SAP ERP and SAP CRM

▪ Open API

Analytics▪ Real-time service

performance with pre-built dashboards

▪ Embedded reports response times, handle times, priority and escalation trends

Productivity▪ E-mail response management

▪ Routing and escalation rules

*Social Media channels with SAP Cloud for Social Engagement

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Outlook Integration for Email Response Management and Tracking

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Integrated Knowledge Base

Dorothy can keyword search the integrated Knowledge Base for pertinent articles and generate automated emails to Linda and also:

Improve customer intimacy by sharing correct support knowledge

• Improve her efficiency and increase call quality

• Deliver a Continuous Cycle of Optimization

Page 18: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Packaged Integration for SAP ERP IntegrationSAP Cloud for Customer

Sales Order Request

Quote Request

SAP ERP

Pricing

Recent Orders Quotation

Opportunity

Quote Sales Order

Pricing

Billing Request

Invoice

Ticket

Internal Order

Sales Order Request

Sales Order

Goods Movement

• Real-time integration of transactional data

(opportunity real-time pricing, quote and sales

order requests, quote to sales order request).

Confirmations of ERP documents available in

Opportunity.

• PDF display of ERP sales documents in C4C

opportunity and quote. PDFs are generated on-

the-fly.

• Real-time integration of work ticket to billing

request

• Pricing: Real-time call to ERP SD pricing

supporting the full pricing flexibility of ERP SD.

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Enhanced Analytics

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Efficiency Gains = Buy In = Usage

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Closing the Loop

Professional

Distributors

Call Center

Retail

Sales & Service

Customer + Retailer + Certified + Distributor + Service Center + Sales

COMMUNICATION: Efficient + Consistent + Accountability + Customer Satisfaction

Consumer

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MobilityCollaborationTimeGood InfoTimely InfoEase of Info

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Information

Page 24: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

SHOP &

BUY

SHOP &

BUYSHOP &

BUYSETUP

PHONE

BILLING

ISSUE SERVICE REFER

FRIENDS

Information System Silos

Page 25: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Harmonized Information = SAP Hybris Cloud

Page 26: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Take the Session Survey.

We want to hear from you! Be sure to complete the session evaluation on the SAPPHIRE NOW and ASUG Annual Conference mobile app.

Page 27: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Access the slides from 2019 ASUG Annual Conference here:

http://info.asug.com/2019-ac-slides

Presentation Materials

Page 28: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

Q&AFor questions after this session, contact me at

[email protected]

Page 29: Real Customers, Real Data, Real-Time - ASUG | Blog AC Slide Decks... · Real-time service performance with pre-built dashboards Embedded reports response times, handle times, priority

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Join the ASUG conversation on social media: @ASUG365 #ASUG