TPM Foodservice Roadmap2019 AFS USER CONFERENCE

“Enhancing the Value of Today’s Consumer Goods Manufacturers and Distributors Through Advanced Analytics - WiiFM”

Susan has been with AFS Technologies for more than 23 years within TPM Foodservice. Her background started in Settlement Services and application training, then in 2012 became the Product Manager. In 2016, her role expanded to included Operation Management.

Speaker Introduction

Susan Sanford

Sr Director TPM FS Operation & Product Mgmt

Agenda

• Foodservice Solutions

• 2017 – 2018 Feature Review

• 3rd Party Interfaces

• Security

• Roadmap

Foodservice Solutions

TPM Foodservice

Standard - uClaim

Professional – uClaim / eClaim,

Automated Payments, DeductionPro, Operator Unit Reporting

Enterprise – uClaim / paper claim / eClaim,

Automated Payments, DeductionPro, Operator Unit Reporting

Operator Portal

Coupon Types – Allowance, Price, BxGx, Fulfillment and Gift card

Operator Portal – registration & submission

IRS Compliance – W9 requirements & 1099 reporting

Data Acquisition

Claim – electronic and paper entry

Velocity –electronic and paper entry

2017 – 2018 Feature Review

Release v7.7 –October 14, 2017

Release v8.0 –June 23, 2018

Release v8.1 –December 8, 2018

Release v7.7 – Automated Payments

Distributor Automated Growth & Volume Payments

Business-on-the-go with flexibility to select:• Payment frequency – monthly, quarterly, or yearly• Payment type – check, deduction, or draft• Define by dollar or percent• Define up to four growth tiers

Release v7.7 – Contract SearchContract Search by Sku & Rate

Claim Exception Management • Search by Product Name or Sku• Select Price Type and Enter Price

Combine with Distributor, Contractee, Time Period, Template , etc.

Release v7.7 – Admin Tool – Sku/Category

• Quickly add a new product or category and set volume

Release v7.7 – Admin Tool - Product

Release v7.7 – Admin Tool - Users

• Template Role – New Grid View and inline editing

• History Tracking

Release v7.7 – Rebill Letters

Rebill Letters – separated details from the letters

Rebill Letter

Rebill Details

Release v8.0 – New Claim Reporting

• Simplify Claim Exception Management & Viewing

• Reporting billbacks and invoices in single view

• Improve Claim Visibility

• Provide transparency to the claim progress workflow

• Enhance Contract Assignment functionality

• Future ability to allow over-ride and reject

• Upgrade backend servers and processes

• Eliminate non-value redundancies and overnight processes

• Provide near real-time updates

Release v8.0 – June 23, 2018Remember DAC reporting?

Release v8.0 – Claim Detail

Release v8.0 – Claim Detail

Release v8.0 – Claim ReportingDACs will display at the “Status Reason” so the dollar amount associated the actual pending can be clearly identified

Release v8.0 – Contract Assignment

Release v8.0 – Contract Assignment• Dac(s) Selected – Displays as a grid.

• Search Contracts – Added Template and Contract Status search fields.

• User can search against all contracts and assign.

• Visibility to launch the contract is still enforced.

• Contract Name - Launches the contract in a new window for evaluation.

• Contract Items – New report to identify potential downstream pendings if selected.

Release v8.0 – Contract Item Report

No Agreement Identify potential ineligible skus and wrong allowances.

Fixed Rate Contracts Identify potential wrong allowances.

Fixed Price & Percentage Contracts Identify potential wrong allowance contracts for contracts approved prior to today.

Release v8.0 – Products

Release v8.0 – New Statuses

Claim Status

Prelogged – Header information captured and queued for processing.

In Process – Claim data is being entered and or mapped.

Header Locked – At least one claim agreement is Review & Approved or Authorized for payment, paid, or rejected.

On Hold – Need additional information to process the claim. Amend functionality is available.

Complete – All claim agreements are paid and/or rejected.

Rejected – Claim or all claim agreements have been rejected.

Claim Contract Status

Verified- Claim is processed and queued for review by AFS.

Reviewed & Approved – Claim agreement has been approved for payment.

Authorized – Approved Claim agreement authorized for the next check run.

Pending – Claim agreement is pending and reasons will display on the DAC tab and grid export.

Paid – Claim agreement has been paid and the transaction information displays.

Rejected – Claim agreement has been rejected.

Release v8.0 – Claim Comments

Release v8.0 – Grids & Reporting

Claim, Claim Exception, and Contract Claim Grids – Reporting at the transaction level

• Four new exports options were created to replace the current DAC rows and Item details exports:

• Claim – Provides the invoice level information

• Claim Agreement (Grid Display) – Transaction level

• DAC – Distributor, Agreement, and Status Reason by claim

• Detail – Product level export (available for search results with less than 1,000 rows

Release v8.0 – Contract Scorecard

Release v8.1 – Reject & Override

• Reject Entire Claim

• Reject “DACS”

• Reject Products

• Override Allowances• Requested

• Calculated

• Specific

Release v8.1 – Reject & Override

Release v8.1 – Reject & Override

Release v8.1 – Report

• Reject and Override - Report

Release v8.1 – Earned Income

• Earned Income $/%

Release v8.1 – December 8, 2018

• Visibility:• Claims Dashboard - Includes ALL of the claims you have visibility to

• Responsibility:• Claim Exception Dashboard - Limited to only the pending that YOU are

responsible for resolving

3rd Party Automated Feeds

CHD – Operator Attributes

Dot Foods – Sales Data

Bid Advantage Interflex – Contract Feed

US Foodservice PACE – Contract Feed

Systems & Security

• SSAE 18 - Compliant• SOC1 Type 2

• SOC2 Type 2

Roadmap

August 2019

• Admin Tool –Companies (add/manage)

• Contract Approval Warning

• Excel Offline Pricing

• Competitive Fields

March 2020

• Admin Tool – Group Hierarchy

• SAML – Single Sign On

• Sales Dashboard

• Contracts – Create Company Groups

• uClaim – upload file

November 2020

• Admin File uploads

• Calendar View

• Distributor Coupon Portal

• New Pendings Reasons

• No Sales Data

• Fixed Price Greater Than Sales Price

Roadmap – Next Release

• Contract Overlap Warning

Roadmap – Next Release

• Admin Tool – Add/Manage Companies

THANK YOU!

Q & A

Next Session: Achieving Fact-Based Contract Programs