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Improving Performance for North American Sales Division

This proposal aims to enhance the performance of the North American Sales Division by implementing advanced workflow capabilities and automation to streamline critical processes, leading to improved efficiency and accuracy.

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Improving Performance for North American Sales Division

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  1. Improving Performance for North American Sales Division (Concurrency Corporation)

  2. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 2

  3. Background • Your organization’s North American Sales Division currently faces a number of challenges related to its sales performance, including: • Difficult to assess the impact of a given strategic decision on the business • Increased cycle times and plan iterations required to set goals and objectives • Limited integration between financial and operational systems creates integration problems for users, limiting ability to model and measure key business drivers • More professional staff time is spent collecting and validating data than on analysis • Performance reports often of limited value, with either too much or too little performance data for a given audience • Significantly increased ad-hoc report generation time 3

  4. Engagement Participants 4

  5. Executive Summary • Concurrency proposes expanding upon (North American Sales Division’s) current Office System deployment to incorporate advanced performance management and workflow capabilities to automate a number of critical sub-processes • Implementing the proposed solution will provide you with: • 53% reduction in staff labor time associated with sales performance analysis and management • 57% decrease in cycle time to manage and assess sales performance • 30% improvement in forecast accuracy • 5% improvement in division close rate 5

  6. Executive Summary 6

  7. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 7

  8. Current State Process Analysis Sales Performance Process Phases – Analysis Summary 8

  9. As-Is Process Diagram 9

  10. As-Is Process Diagram 10

  11. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 11

  12. Future State Process Analysis Sales Performance Process Phases – Analysis Summary 12

  13. Prioritized Process Solutions High 5 Integrate multiple data silos into a single cohesive model across the business (SharePoint Server 2010 with PerformancePoint Services and Excel Services) • Automate data consolidation, integration, and analysis activities • (SharePoint Server 2010 with PerformancePoint Services and Excel Services) Level Of Complexity 3 • Review performance through rich, dynamic and context-driven dashboards and scorecards from within a browser • (SharePoint Server 2010 with PerformancePoint Services and Excel Services) Automate report distribution, publishing, and sharing (SharePoint Server 2010) Low 1 5 1 3 High Low Value to Business 13

  14. Future State Process Diagram

  15. Future State Process Diagram

  16. Anticipated Benefits - Process 16

  17. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 17

  18. Adoption & Implementation Planning Summary 18

  19. Potential Adoption Roadblocks 19

  20. Adoption Roadblock Mitigation Actions by Stakeholder 20

  21. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 21

  22. Next Steps • Review presentation and proposal with decision maker(s) and stakeholders for approval • Consider a SharePoint Deployment Planning Services (SDPS) follow-up engagement • Execute work order for project • Schedule kick off meeting for week of _____ and weekly status meetings • Propose schedule: • A) Deadlines for initial milestones, or • B) Date to finalize initial milestones 22

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