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OK BSA Introduction (Part 1). Enabling accurate and complete flow of Information throughout the BSA Supply Chain. 1. This Session – 20 to 30 minutes, then Q and A. 2. What to do Why The Pieces OK BSA Process Q and A Session 2 is about HOW. 2. Why?.

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ok bsa introduction part 1
OK BSA Introduction (Part 1)

Enabling accurate and complete flow of Information throughout the BSA Supply Chain

1

this session 20 to 30 minutes then q and a
This Session – 20 to 30 minutes, then Q and A

2

  • What to do
  • Why
  • The Pieces
  • OK BSA Process
  • Q and A
  • Session 2 is about HOW

2

slide3
Why?
  • We have redundant processes that are wasteful
  • Bad and incorrect information costs all of us
  • This will save time and resources
  • It is the right thing to do

3

what does the industry want from me
What Does the Industry Want from me?
  • Support the OK BSA Program.
  • Get registered www.businesssolutionsassociation.com
  • Begin to use the standards
  • Encourage other companies to participate
  • Write your check - $400 plus $1 per SKU
  • Maximum amount for BSA Members $3,000
  • Maximum amount for non BSA Members $6,000

4

what ok bsa does
What OK BSA Does……
  • Checks your data format with approved Industry Standards
  • Removes redundancy
  • Eliminates additional staff work!

5

what ok bsa does not do
What OK BSA DOES NOT do….
  • DOES NOT check against specifications NOT in the Approved Industry Standards
  • Does NOT validate additional requirements by wholesalers or other customers or groups
  • Does NOT check for quality or goodness

6

best practices
Best Practices
  • Identify issues and collectively benchmark them to find the ones that impact trading partner relationships
  • Select the Activity - then agree on a way to handle the activity or process so that OK BSA Companies can see improvements to their bottom line

8

slide10

Best Practices - Guidelines

UPC-A, 12 digit POS

EAN, 13 digit POS

10

slide11

Best Practices - Guidelines

Transactional Information

  • Global Trade Item Number (GTIN)
  • Expands EAN/U.P.C. from 12 to 14 digits
  • Relates POS to multi-pack and shipping containers

11

best practices1
Best Practices

Operational Information

Content Information

Content Related – Mobile Codes

12

slide13
CPFR

Collaborative Planning, Forecasting and Replenishment

Transactional - Moving Products

Content - Driving Sales and Marketing Activity

  • GS1 (formerly U.P.C.)
  • Item Info
  • Multi-Pack/Carton ID Bar Code
  • Shipping Labels
  • Packing Slip

NEW

Enhanced Content

Standard Content File

13

backward compatibility
Backward Compatibility
  • Consistent with existing Guidelines and Best Practices
  • Enable leveraging of the past
  • Path to the future

14

slide15

Basic Requirements/Needs

  • Add new content
  • Correct or update existing content
  • Relate content to specific products
slide16

Rich Product Content - Problem

  • Multiple models exist
  • No one standard has emerged
  • Alignment with existing standards is poor
  • Best practices are not clear
slide17

Rich Product Content - Solution

  • Open Standard
  • Can be used by ALL
slide18

Problems Clearly Exist

Clavis Report on eCommerce Information Quality Insight

  • Even on leading eCommerce websites
  • “Only 36% of products pass standard tests for completeness, presentation and accuracy.”
  • “51% of products are missing some expected piece of information.”
  • “13% of products are linked to the wrong brand.”
  • “5% of products have a product name or brand name that is misspelled.”
slide19

Problems Clearly Exist

Maintaining the status quo is the riskiest path a business can take, because the market is not standing still.

33% of these platforms are new in last 5 years

slide21

The Goal

  • Enable OK BSA companies to:
    • Get the right content EAN/U.P.C.
    • To the right person
    • In a form that they can use
slide22

Because Sharing Content Will

  • Reduce costs
  • Increase sales
  • Find and reach new customers
  • Improve service throughout the entire BSA supply chain
  • Support eCommerce
  • Support mobile applications

22

slide24

Pieces to the OK BSA Puzzle

  • Content Management Committee
  • Standards and Best Practices
  • OK BSA - Company
    • Coordinator
    • Directory
      • Point of Contact
      • Information Available
    • Education Sessions
    • Field Definitions and File Template
slide25

OK - BSA

  • Person-to-person and system-to-system communication based on standards with which OK BSA Companies will voluntarily comply.
slide26

OK – BSA

  • Provides the ability to:
    • Develop plans, strategies, campaigns
    • Implement plans using digital content

Directory - Who is doing what, How to reach the right person

A way to explain what you need and what you have

A way to send the information to a trading partner and check compliance to the standard

slide27

Responsibility

  • Each OK BSA Company has a responsibility
    • to register with OK BSA
    • learn the standards
    • comply with the standards
    • designate an “OK BSA Coordinator.”
slide28

BSA Coordinator

  • Does not need to be a technical person.
  • Understand the need for digital content and the OK BSA program.
slide29

It Takes a Team

  • The OK BSA Coordinator, along with others in the organization representing functional areas including sales, marketing, information technology, and operations, should be familiar with the OK BSA fundamentals.
goal ok bsa suppliers and buyers share content

Provide files to buyers

Goal = OK BSA Suppliers and Buyers Share Content

Request files from each supplier

Compliance file in Open Standard

The Supplier

The Internet

Compliance file in Open Standard

The Buyer

the template definition common denominator csv or other file
The Template Definition= common denominator = CSV or other file

Field Name preceded by Field number

1 EAN / U.P.C.

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

38 Product Long Description

39 Consumer Copy-Short

40 Consumer Copy-Long

41 Consumer Copy-Bullets

slide32

Without Standards there is confusion

Long, short, abbreviated or consumer copy?

I need descriptions of your new XYZZZ product

32

standard is independent of company technology and network
Standard is Independent of Company, Technology and Network

Field Name preceded by Field number

1 EAN / U.P.C.

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

12 Consumer Purch Unit

36 Photo

37 Video

38 Product Long Description

39 Consumer Copy-Short

40 Consumer Copy-Long

41 Consumer Copy-Bullets

slide35

I need a description of your new XYZZZ

Standard Fields

Full - field 6, abbreviate,- field 7, or consumer copy field 38, 39, 40, 41?

BSA Standard - Field Name preceded by Field number

1 EAN / U.P.C.

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

12 Consumer Purch Unit

36 Photo

37 Video

38 Product Long Description

39 Consumer Copy-Short

40 Consumer Copy-Long

41 Consumer Copy-Bullets

35

slide36

Sure, just so I get the right content for the right product, what is our MFR SKU and U.P.C. for the item

Send it all to me.

Standard Fields

36

slide37

Sure, just so I get the right photo for the right product, what is our MFR SKU and U.P.C. for that item?

Next Day

Me again..... I Need pictures

37

slide38

Multiple Records – Standard Fields

We have 30 new Back to School items. If you stop at our web site you can pick up the content for the ones that you want

We have 30 new Back to School items. If you stop at our web site you can pick up the content for the ones that you want

We have 30 new Back to School items. If you stop at our web site you can pick up the content for the ones that you want

We have 30 new Back to School items. If you stop at our web site you can pick up the content for the ones that you want

We have 30 new Back to School items. If you stop at our web site you can pick up the content for the ones that you want

I’m updating the web site and catalog

38

slide39

Operational Information –

Standard Fields

Hi, we are getting new products, – and we need Brand Info and GTIN, for our inventory records

We have that available too. I’ll send an email to Mary, she is in the OK BSA directory and she handles Inventory records

We have that available too. I’ll send an email to Mary, she is in the OK BSA directory and she handles Inventory records

Hi, we are getting new products, – and we need Brand Info and GTIN, for our inventory records

Hi, we are getting new products, – and we need Brand Info and GTIN, for our inventory records

39

slide40

Content and Other Information

Field Name preceded by Field number

1 EAN / U.P.C.

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

12 Consumer Purch Unit

36 Photo

37 Video

38 Product Long Description

39 Consumer Copy-Short

40 Consumer Copy-Long

41 Consumer Copy-Bullets

Name of Field preceded by Field number

1 EAN / U.P.C.

2 Information Provider #

3 Information Provider

4 Brand Owner

5 Brand Name

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

10 Distributor's SKU #

11 Retailer's SKU #

Reminder !

40

slide41

Other Operational Information

DIMENSIONS - mutlipacs

12 Consumer Purch Unit

13 Unit Linear Height

14 Unit Linear Width

15 Unit Linear Depth

16 Unit Gross Weight 

17 Min Orderable Qty

18 Inner Orderable Unit

19 Inner Pack GTIN  

20 Case Orderable Unit

21 Case Pack GTIN

22 Case Height

23 Case Width

24 Case Depth

25 Case Gross Weight

DATES

26 Publication Date

27 Effective Start Date

28 Change Indicator

29 Last Change Date

MISCELLANEOUS

30 Mfg Suggested Retail

31 Unit Cost

32 Inner Cost

33 Case Cost

34 Country of Origin

35 Int’l Tariff Code

Reminder !

41

slide42

Supplier

Supplier

Supplier

Supplier

Some things don’t change

Established methods of providing product information

- Network, software, portal

Buying Groups, Chains, Others

42

what has changed was

Supplier

Supplier

Supplier

Supplier

What Has Changed – WAS –

The details for Video, Photo, Consumer Copy, Mobile Code

My way is different from the others

My way is different from the others

My way is different from the others

Buying Groups, Chains, Others

43

slide44

Mobile codes - same definitions etc.

What Has Changed – NOW–

The details for Video, Photo, Consumer Copy, Mobile Code

Supplier

Supplier

Supplier

Supplier

Video same - frame rate etc

Photos same size etc.

Consumer content - same definitions

Buying Groups, Chains, Others

44

slide46

Data Field Directory

Not sure what “Bullets means?”

46

slide47

Preparing the Standard Content File

Match content held in internal records to OK BSA standard definitions

Field Name preceded by Field number

1 EAN / U.P.C.

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

38 Product Long Description

39 Consumer Copy-Short

40 Consumer Copy-Long

41 Consumer Copy-Bullets

Output CSV or Excel

slide48

Two Parts to Validation

  • Part 1 – Starter File
    • Field 1#, EAN/U.P.C., Field #6 Product Name, Field #9 Mfgr. SKU
  • Part 2 is to add content as more becomes available

48

slide51

Validation of Samples

  • Valid EAN/U.P.C.
  • Field content and length
  • Valid URLs for video and photos

51

error reports
Error Reports

Files will be returned with problem fields flagged

52

slide60

Mobile Codes

Our purpose is to educate industry members on history, terminology and potential uses of Mobile Codes, thus creating value. We will share best practices, how these codes are being used to drive branding and sales and discuss potential pitfalls and how to avoid them. Here is an example re. Placement:

60

slide61

Now What?

  • Attend Session 2
  • In this session attendees will:
    • Register with OK BSA
    • Learn how to use the OK BSA Directory
    • Learn how to produce the Standard Content File
    • Learn about File Validation and reporting

61

what does the industry want from me1
What Does the Industry Want from me?
  • Support the standards activity
    • With your check - $400 plus $1 per SKU
    • Encourage other companies to participate
  • Get registered – You can do it on line
  • Send in your list of SKU’s
  • Begin to use the standards
ok bsa registration part 2
OK BSA Registration(Part 2)

Enabling accurate and complete flow of Information throughout the BSA Supply Chain

this session 40 minutes including q and a
This Session – 40 minutes Including Q and A
  • Brief Program Review
  • The Goal
  • Registration
  • OK BSA Template
  • Sample File

65

slide67

The OK BSA Process

1. Register with the OK BSA Program

2. Attend OK BSA Starter Session

3. Prepare the OK BSA Standard Content File

4. Validate Records

5. Maintain Compliance

slide68

Step 1 Registration

Contact Info

Company Info

Content Info

68

slide69

Registration - Company

  • Company - Location (Full Address)
  • MAC Code
  • EAN / U.P.C.

69

contact directory
Contact Directory

A. Responsibilities

B. Interests

BSA Coordinator

Sales

Marketing

Merchandising

Logistics

Operations (Including Purchasing)

Customer content, descriptions, instructions

Photos

Videos

Mobile Codes

Product ID

Logistics

Inventory control

Marketing campaigns

70

slide71

Company Information

Level 1

List of Products with –

  • EAN/U.P.C.
  • Product Name
  • Manufacturer SKU #
  • GTIN

Level 2

  • Rich Content Provided
    • Photos
    • Customer content and Descriptions
    • Mobile Codes
    • Video

Level 3

  • OK Approved
    • Sample file available
    • OK Files in Use

71

slide73

How do I tell you what I have?

Data Field Directory & Template

How do I tell you what I need?

73

slide75

Template

Field Name

Field Number

Details

75

the template definition

OK Approved Sample file available

OK Files in Use

The Template Definition

Common denominator = CSV or other file

slide78

Data Field Directory

Not sure what “Bullets” means?

78

standards are
Standards Are:

Independent of Company Technology and Network

Field Name preceded by Field number

1 EAN / U.P.C.

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

12 Consumer Purch Unit

36 Photo

37 Video

38 Product Long Description

39 Consumer Copy-Short

40 Consumer Copy-Long

41 Consumer Copy-Bullets

slide81

Preparing the Standard File

Field Name preceded by Field number

1 EAN / U.P.C.

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

38 Product Long Description

39 Consumer Copy-Short

40 Consumer Copy-Long

41 Consumer Copy-Bullets

slide82

Preparing the Standard Content File

Match content held in internal records to OK BSA standard definitions

Field Name preceded by Field number

1 EAN / U.P.C.

6 Full Description

7 Abbrev. Description

8 Description (additional or extra)

9 Manufacture's SKU #

38 Product Long Description

39 Consumer Copy-Short

40 Consumer Copy-Long

41 Consumer Copy-Bullets

Output CSV or Excel

slide84

Two Steps

  • Step 1 – Starter File
    • Field 1#, EAN/U.P.C., Field #6 Product Name, Field #9 Mfgr. SKU
  • Step 2 is to add different kinds of content as more becomes available each specific product
slide85

Two Parts to Compliance Review

    • Part 1 – Primary fields for all products
      • Field 1#, EAN/U.P.C., Field #6 Product Name, Field #9 Mfgr. SKU
  • Part 2 - Content types
    • (+/-) 50 Items that show the different kinds of content e.g. Field Names, Video, Photo, Mobile Code
      • Identify categories of Content for each product
      • DO NOT DO SPECIAL CREATION

85

slide86

Validation of Samples

  • Valid EAN/U.P.C.
  • Field content and length
  • Valid URLs for video and photos

86

error reports1
Error Reports

Files will be returned with problem fields flagged

87

slide88

Compliance Reporting

Level 1

List of Products with –

  • EAN/U.P.C.
  • Product Name
  • Manufacturer SKU #
  • GTIN

Level 2

  • Rich Content Provided
    • Photos
    • Customer content and Descriptions
    • Mobile Codes
    • Video

Level 3

  • OK BSA Evaluated
    • Sample file available
    • OK Files in Use

88

slide89

Trading Partner Use Testing

  • Photos meet goodness and technical specification
  • Video meet goodness and technical specification
  • Consumer related content accuracy goodness ?

89

slide90

Maintaining Compliance

  • OK BSA Participating Members will add and / or change records as they see fit in accordance with the guidelines.
  • If a Participating Member has a problem he or she can use the OK BSA Contact Directory to contact the supplier directly or notify OK BSA
  • Each year Participating Members will send a file or a link to the file to OK BSA.
what does the industry want from me2
What Does the Industry Want from me?
  • Support the standards activity
    • With your check - $400 plus $1 per SKU
    • Encourage other companies to participate
  • Get registered – You can do it on line
  • Send in your list of SKU’s
  • Begin to use the standards
slide92

Now What?

  • Register with OK BSA www.businesssolutionsassociation.com
  • Receive your OK BSA Groupsite registration information
  • Download the template
  • Get Started!

92

slide93

Questions?

Dawn

Cell 732-644-8961

slide94

Now What?

  • Register with OK BSA
  • Download the template
  • Produce a sample file with about 50 items with fields #1,6,9 that cover the different types of content:
    • Field Naming
    • Video
    • Photo
    • Mobile Codes

94

slide95

BSA Coordinator

  • Given Authority so they can direct questions and new information to the appropriate person in the organization.