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Greentree Capabilities Overview

Greentree Capabilities Overview. VERY ROUGH DRAFT 081407. Greentree Overview. Company Name: Greentree Sales DBA: Greentree Type: Private Founded: 1978 Headquarters: Copiague, New York President & CEO: Vincent Valentino Employees: ??? URL: www.greentreesales.com

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Greentree Capabilities Overview

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  1. GreentreeCapabilities Overview VERY ROUGH DRAFT 081407

  2. Greentree Overview • Company Name: GreentreeSales • DBA: Greentree • Type: Private • Founded: 1978 • Headquarters: Copiague, New York • President & CEO: Vincent Valentino • Employees: ??? • URL: www.greentreesales.com • Logo: INSERT LOGO HERE

  3. Our History Do we want to say anything about our history? Possibly illustrate it in a timeline? This could be a good lead into unveiling our new corporate identity/logo.

  4. Guiding Principles The Greentree Mission To be the representative service company that consistently exceeds the expectations of its clients, its people and its clients’ customers, while outperforming the competition. (just a thought) The Greentree Commitment To maintain controlled growth, unparalleled commitment, accountability and loyalty to our clients and their customers. The Greentree Culture Tradition and the concept of family pervade every aspect of Greentree’s business.

  5. Guiding Principles (continued) Commitment to Quality This might be overkill to include all of these items – but I think we should make a statement on quality • Quality is determined by the experience of each person who has contact with someone at Greentree • Quality is the personal responsibility of each of us • Being the best is a goal never fully achieved. We must continually improve, so if we make mistakes we learn from them • We set standards for ourselves based on the expectations of our clients and our people; then we regularly measure performance against these standards • We bring highly dedicated and qualified people to each project or service call • We pursue excellence in all that we do

  6. Guiding Principles (continued) Ownership and Teamwork This might be overkill to include all of these items – but I think we should make a statement on ownership/teamwork • We are Greentree, a company founded on family principles and values – we are not a mere collection of separate divisions and individuals • As coworkers, we are part of a family bound together by a our mission, shared values, mutual respect, open communication and sensitivity to each other • We are part of a greater team beyond ourselves – the team is our first priority • We believe teamwork is the best way to serve our customers and manager our company family. We encourage active participation and contributions by everyone • We accept our various responsibilities as leaders and team players dealing with our customers, each other and communities in which we work • We do not tolerate selfish behavior • As coworkers, we share the responsibility for each other’s successes and failures • Respect from our coworkers comes from productivity, dedication and hard work – not the per of position; Prestige, influence and respect are earned, not given

  7. Guiding Principles (continued) Management Standards This might be overkill to include all of these items – but I think we should make a statement on mgmt standards • Champion Greentree’s mission and shared values through personal commitment and demonstrated action • Take the responsibility to influence important decisions, then take equal responsibility to support and implement those decisions • Develop and communicate a vision and direction for the team(s) you lead • Challenge and motivate your team and set high expectations • Utilize a participative and supportive approach • Communicate openly, frequently and candidly and listen effectively • Counsel in a direct, straight forward but never abusive manner • Lead in developing innovative approaches to evolving, perfecting and expanding the business • Obtain regular assessment of your performance against management standards

  8. Account List • Retailers include: The Home Depot, WalMart, Pathmark, Five Star • Manufacturers include: xxxxxxxxxxxxx • Servicing over $2 billion in retailer and manufacturer retail sales – do we want to say this? INSERT RETAILER/MANUFACTURER LOGOS HERE

  9. Business Units Through specialized business units, Greentree provides end-to-end customized retail service solutions, including: • Sell-in • Manufacturer Representation • Product Presentation • Product Flow??? • Merchandise Management???? • Space Management • After-sale Support

  10. Business Unit Structure INSERT GRAPHIC SIMILAR TO ONE USED IN ANEW DECK ILLUSTRATING BU’S UNDER GT UMBRELLA

  11. Sales Business Unit Integrating the expertise of Jerry Miller Associates, Inc. together with Greentree, we now manage manufacturer relationships across a variety of categories and sell a comprehensive mix of products into a major retailers nationwide.

  12. In-Store Service Business Unit The In-Store Service business unit manages ongoing merchandising programs for retailers and manufacturers; driving sales by ensuring products are presented and merchandised properly. This area involves the day-to-day services administered and the individual store level.

  13. Project Management Business Unit The Project Management business unit offers turnkey service for new store openings, special promotions, store renovations and various other labor intensive one time projects. This can be done for just a single manufacturer or for an entire store.

  14. Warranty Service Business Unit This area involves addressing warranty claims for manufacturers that Greentree represents. Many of these companies do not have the company infrastructure to administer warranty their own programs. Customer claims are investigated and resolved by field service technicians trained to maximize customer satisfaction and minimize manufacturer expense and exposure.

  15. Business Unit Revenue Streams Sales: • XXXXXXXXXXXXXXXXXXXXXXXXXXX In-store Service: • Commission based business. • Labor hours based on estimated revenue numbers. Project Management: • Bid for majority of work • Based on time and motion studies with agreed upon hourly rates • Cost + fixed fee. Warranty Service: • Negotiated contract pricing • Per claim or per visit fixed fees

  16. Sales Services What kind of detail can we put here about focus/core competencies/value add?

  17. Merchandising Services • Work with store level personnel to ensure all SKUs are merchandised in compliance with each plan-o-gram • Placement of accurate price labels in front of each SKU • Maintain clean, safe and functional product displays – work with manufacturers to replace any that are not in acceptable condition • Manage availability of literature using Greentree’s proprietary literature ordering system • Assist store personnel in stocking/restocking shelves • Assist in maintaining and ordering inventory • All work is photographed and submitted for review What about gathering of field intelligence (a more strategic value) Is this of importance? Is it part of the job at all?

  18. Meet the Field Service Reps What more can we say here??What makes our reps better than anyone elses? • Scalable field service force • Problem Solvers - go the extra mile • Service Excellence – through daily, weekly & monthly routines • Leveraged presence – strong store level relationships • Managed by – leading edge systems and tools Quality Execution + Scalability = The Greentree Difference

  19. SWAT Teams The SWAT Team is available to blitz chosen markets to refresh bays and check set integrity, utilizing current plan-o-grams and best practices • One bay to entire aisles • Work with merchants to prioritize target stores

  20. Project Management Division • Dedicated project staffing • Full time, permanent work crews • Project Managers with PMI certification • Advanced planning, coordination, expediting and staging • Fixtures • Product • POP signage and materials • Ensures timely, efficient execution of all projects and remodels with no disruption to your business

  21. Project Lifecycle Project Kickoff • Define Business Objectives • Establish Target Timelines • Identify Key Players • Develop Resource Plan • Identify Business Requirements Planning • Create Project Plan • Create Staffing Plan Execute/Control • Communication • Monitor & Control • Change Control • Reporting • Quality Assurance  Closeout • Punch List • Post Implementation Review HOW DO WE CLOSE THE LOOP HERE? What is so special about this?

  22. Project Control Comprehensive tools are utilized to manage the progress and flow of each project/remodel. So what? Why is this important. What sets us apart? • Base Information • Change Management • Completion • Configuration Management • Contract management • Correspondence • Deliverables Management • Filing Management • Finance Management • Issue Management • Organization and People Management • Planning and Estimating • Problem Management • Procedures Management • Progress Reporting • Progress Reviewing • Progress Tracking • Quality Management • Risk Management • Site Safety and Health • Supply Management • Work Breakdown Structure

  23. New Store Setups Our three pronged approach of management, support, and staff brings consistencies to store openings. INSERT KRAMER GRAPHIC – 3 circles management/support/staffing – remove THD reference is image

  24. Plan-o-Gram Design Services Design of easy to implement turnkey plan-o-grams, integrating photos, schematic s and SKU information and based upon factors such as: • SKU Velocity – to determine proper inventory levels • Product Adjacencies – complementary products should be merchandised together • Visibility to Shopper – Products should be merchandised to be “shop-able” while maximizing SKU capacity • Display Dimensions – designed within constraints of available space and fixturing

  25. Point of Purchase (POP) Guides Greentree surveys each manufacturer to determine mix and location of literature and displays needed. This information is used to develop a comprehensive POP Guide. Fulfillment of POP materials is then handled though our Literature Ordering System

  26. Literature Ordering System The Literature Ordering System (LOS) streamlines the process of ordering, stocking and reporting on literature and POP needs Is this specific to THD? What else can we say here. Is there a flowchart of how this works?

  27. Warranty Service/Call Center Our goal is to drive customer satisfaction by enabling the Warranty Repair Administrator (RA) to address customer needs/requests with the highest quality of service in the shortest amount of time possible. • Incoming claims calls are directed to our Warranty Call Center • Locations??? • State-of-the-art Telephony System • Call Capacity? • RA’s are trained in carpentry using elements of the same training program developed for our Service Managers and Field Service Representatives • RA handling call will simultaneously enter the callers information into our database • All call records are backed up as WAVE files on server

  28. Leading Edge Technology Without a strong foundation, no company is truly scalable. Not only has Greentree built a strong corporate infrastructure….. Do we have a technology statement ? Our view on investing here? • Alignment of people and projects with strategic objectives • Faster, more informed business decisions • Continuous process improvement • Increased customer satisfaction • Smooth collaboration and participation • Effective resource deployment • Sustainable return on investment • Highly efficient execution • Evaluation and reporting • Safe and secure communications

  29. Enfotrust PDA’s Utilizing Enfotrust PDA’s we can coordinate merchandising activities, optimize workloads, and monitor task completion and compliance in all stores. • System records store location and time in/out stamp • PDA’s are used for daily reporting • FSR’s can access task assignments and update completion status using handheld devices instead of relying on traditional email. • Automated to-do list/accomplishment survey • Viewable by department, category, product, SKU or project • Integrated digital camera for in-store photos Benefits of this technology: • Consistent store-level execution of retail strategy • Focus FSR’s on tasks that are part of their directives

  30. ISS Live Overview here.

  31. Digital Imaging Add blurb about use of cameras in stores/adaptation of technology • Photos document each deliverable in every store serviced – with a store and time stamp • Assures ISS value to manufacturers • Each photo is reviewed against a reference photo and feedback is provided back to Greentree managers on a daily basis • Review helps to ensure 100% compliance • All literature in place • Displays up and in good condition • All items in stock • Photos are integrated into plan-o-gram designs for easy reference when comparing set to plan-o-gram

  32. Printing Technology Each Regional Manager is equipped with a laptop computer, a wireless card, and a portable printer enabling them to access and print the latest information anytime, anywhere. • Real-time output in stores • Improves supervision and training and responsiveness

  33. Human Resources Information System (HRIS) I have seen this in a bunch of presentations. Why would this be important to a potential retailer or manfucaturer?

  34. eLearning System Greentree’s Web based eLearning System is an integral part of our overall business strategy. Using a blended curriculum of elearning, on the job training an instructor led training helps us transform ordinary reps into champions of program knowledge. • Focus is on four (4) core competencies • Product Knowledge • Sales & Merchandising • Territory Management • Customer Knowledge • Performance Rating System – employees are ranked using an 18-point criteria system – So what???? What are the points and what does it mean to me? • Set integrity, CMAP, MAP, eLearn, product knowledge, SCS, Literature Ordering System, evaluations, etc • Integrated platform standardizes, quantifies and measures results

  35. Same Page Meetings Service Managers fully engage their Field Services Representatives at monthly “Same Page” meetings. The purpose of these meetings is to: • Distribute information in a unified and consistent manner • Review of monthly expectations/monthly focus • Safety • POP/Literature updates • Resets/Display changes • Create understanding of the scope of each project • Instruction on how to complete projects • Provide targeted program/product training • Fosters relationships with store personnel and Greentree staff • Review areas that need attention • Review of new policies/procedures • Team building

  36. Monthly Hot Sheets Greentree has developed a Hot Sheet that gets distributed to field service representatives on a monthly basis. • Hot Sheet includes directives to be implemented at each location • Highlights priorities for upcoming month such as seasonal items, clearance items, special pricing, rebates, promotions, etc.

  37. In-Store Manual • Code of Ethical and Professional Conduct • Communication Log • Greentree Organization Chart • Field Service Representative Schedule • Field Service Representative Job Description • Enfotrust Beacon Reset Instructions • Warranty Claim Service Instructions • Return to Vendor Policies • Markdown Policies • Best Practices to Respond to Safety Incidents • Packdown Best Practices • Department Specific Punchlists • Vendors by Class • Literature Detail List

  38. The Meeting Tracker The Meeting Tracker is a report that documents meetings with Manufacturer Representatives as well as meetings with The Home Depot Management • Drives a proactive communication effort • Forwarded to The Home Depot every two weeks • Helps to identify manufacturers that are not actively participating with us and The Home Depot to make the ISS Program a success Need to make generic – what changes?

  39. ISS Monthly Department Report The ISS Monthly Department Report is used to communicate all issues/opportunities encountered at the store level • This field intelligence verifies that we are engaged and committed to providing value-added services IS THIS MANDATED BY THD??Does it bring to light wins/success stories?

  40. Service Tracking Reports Need blurb about these reports • Easy to use, intuitive color coded reports • Exception based reports, zero in on what remains to be done and areas needing most attention • Views by Total, Region, Store, Department, Category, Product/Project by Rep, District/Regional Manager •  Feedback is acted upon within 24 hours

  41. Bragging Rights Examples of some of our accomplishments w/ THD and others. How have we made life easier for THD – others? What problems have we solved for them? What pains have we alleviated? Any impressive numbers/statistics? • Conducting xxx training classes in the Northeast???? • Report cards??? • Ability to access and print the latest plan-o-gram information anytime/anywhere.

  42. Problem Solving What if you could guarantee your products get: • Promptly to the shelf? • Properly displayed? • Correctly tagged and priced? • Restocked on a regular basis? • Cross-merchandised where possible? • What if you could see proof of this for all stores on a daily basis?

  43. How Can Greentree Help? • Sales • Project Management • New Store Sets • Remodels • Fixture Installation • Seasonal Change-outs • Plan-o-gram Maintenance and Creation • Facilities Management • Site Surveys • In-store Merchandising • Cross Merchandising • Retail Blitzes • Plan-o-gram Resets • POP Management • Promotional Display Setup • Graphic/Signage Installation/POP Placement • Warranty Services/ • In home Service • Product Installations No project too big or too small. We can handle one off projects as well as ongoing service

  44. Thank You For more information contact: First Last Greentree 1375 Akron Street Copiague, NY 11726 631.842.3111 ext. xxxx www.greentreesales.com

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