Transcript Master Data - Coca-Cola Bottling Company United

MASTER DATA
Ed Foree
1
Master Data Cleanup Update
Master Data Cleanup
• Working on Customer, Taxes, Articles and Pricing
• Appreciate everyone effort and patience
• We are the guard rails, just enforce the rules
• On going process that will not end, but keeps getting
smaller
Pricing Adjustments Records
May 10, 2012
Adjustment Records Status
Total # of Adjustment Records
50,000
40,000
Gulf Coast
17,624
30,000
Piedmont/Coast
al 28,861
20,000
15,497
2,928
183
10,000
-
Birmingham
/Chattanooga
5,630
Gulf Coast
Birmingham /Chattanooga
Gulf Coast
Piedmont/Coastal
Birmingham
/Chattanooga
Active
Piedmont/Coastal
Inactive
Sep 14, 2012
Adjustment Records Status
Total # of Adjustment Records
25,000
Gulf Coast
10,956
Piedmont/Coast
al 16,451
2,724
20,000
15,000
187
10,000
10
5,000
Birmingham
/Chattanooga
7,381
Gulf Coast
Birmingham /Chattanooga
Piedmont/Coastal
Gulf Coast
Birmingham
/Chattanooga
Active
Piedmont/Coastal
Inactive
Grouping List Clean Up
May 10, 2012
Grouping List Count
Total # of Grouping Lists
Piedmont/Coast
al 3,003
Gulf Coast
4,974
Birmingham
/Chattanooga
1,977
Gulf Coast
6,000
5,000
4,000
3,000
2,000
1,000
Gulf Coast
Birmingham /Chattanooga
Piedmont/Coastal
Birmingham
/Chattanooga
Active
Piedmont/Coastal
System
Sep 14, 2012
Current Grouping List Count
Total # of Grouping List
4,000
Piedmont/Coast
al 2,831
Gulf Coast
3,228
3,000
2,000
1,000
Birmingham
/Chattanooga
1,998
Gulf Coast
Birmingham /Chattanooga
Piedmont/Coastal
Gulf Coast
Birmingham
/Chattanooga
Active
Piedmont/Coastal
System
Outlet Master Work Load
20,000
18,000
# of requests
16,000
14,000
12,000
10,000
8,000
6,000
4,000
2,000
0
Oct-11
Nov-11
Dec-11
Jan-12
Feb-12
Mar-12
Apr-12
May-12
Jun-12
Jul-12
Aug-12
Oct-11
Suppressed
678
Changed
383
Nov-11
701
Dec-11
766
Jan-12
800
Feb-12
713
Mar-12
1,018
Apr-12
469
May-12
966
Jun-12
6,898
Jul-12
1,520
Aug-12
743
387
288
502
765
642
1,280
2,787
2,852
15,689
16,465
372
314
512
442
579
572
613
665
517
727
New
483
• Changed numbers are due to Key Account Manager changes in Coastal and
Clean up of Naming Standards
MASTER DATA
Master Data
BASIS
Go Tool
RED
•
•
•
•
Attach Surveys
Routing of Surveyors
Reporting
Frequency of visits
Other
•
•
•
•
Key Account Manager
Business Type
Zip Code
Geo Codes
•
Addresses
•
Trade Channel
•
Key Account
•
Key Account Manager
•
Geo Codes
•
Mass Maintenance
ORTEC
•
•
•
•
Sales Routes
Delivery Routes
Call Routes
Geo Codes
• B Mobile
• CAS - Sales Force Automation
• Business Reviews
Master Data
• What can you do to help?
 Suppress Outlets
• “No Sales” Reports
 Notify when reorganizing Key Account Manger responsibilities
Master Data
• What can you do to help?
 Addresses Validation
 Need local administrative assistant
 Using Google to check address
 Highlight in yellow any changes to address, city or zip code
 Will correct in BASIS
UXT Margin Minder 5.0
• New Graphics
• 2 New fields
 Category Grouping
 Prior Outlets
• 5 By’s that will
expand
• New Training Videos
• Rolling out October
ORTEC
Allen Dixon
12
Routing and Scheduling
Route Planning: Making the Plan Better, Smarter, Faster
ORTEC Routing and Scheduling is an advanced planning solution that
optimizes route planning across a wide range of transportation and
distribution sectors.
EZ Pallet Routes viewed on map in ORTEC
Crooked Creek Marina (FTN)
Dollar General #12398
Pivot Table export of EZ Pallet Delivery Routes
Where ORTEC has been implemented in United
Location
Distribution Type
Status
Chattanooga
E-Z-Pallet
Completed
Spartanburg
Build to Stop Sideload
Completed
Lafayette
E-Z-Pallet
Completed
Baton Rouge
E-Z-Pallet & On Premise
Completed
McComb
E-Z-Cart & On Premise
In Progress
Statesboro
E-Z-Pallet
In Progress
Milledgeville
E-Z-Pallet & On Premise
In Progress
Gulfport
E-Z-Pallet & On Premise
Pending
Birmingham
Build to Stop Sideload
Pending
User Comments on ORTEC
ORTEC is a great tool when you have to realign all the routes.
The 12 month case information for each outlet is great. It will
help you to be able to balance the routes by cases and stops. Wayne Ridings Spartanburg
Once you see what it does it really puts your routing in
perspective in just how much time we waste in traveling in
between stops and how bad we are at giving stops to the wrong
routes. I also feel like that if this tool is used correctly it could
cut fuel cost and possibly other delivery issues that you may be
having. Great Tool!!!!!! - Hank Durden Statesboro
ORTEC is a good way to get you close to where you want to be,
but you still need to have local knowledge of the accounts to
get the right results. – Rick Camp Chattanooga
User Comments on ORTEC
I found that ORTEC is not perfect but the little bit of tweaking
you have to do is not bad and does not take a lot of time to do.
– Allen Bellard Lafayette
McComb’s experience with ORTEC is that it helps organize
routes by geographical area, cases and number of outlets.
- James Brumfield - McComb
This was the first time that we were able to look at a map and
see each location that is assigned to a route and also see
where our routes overlapped. Moving stops from one route to
another and having the route case totals updating instantly
saved a lot of time and trouble. – Joe Bergeron Baton Rouge
RED
David Kelley
19
Where we started and where we are now . . .
January
August
Surveyors
9
13
Picture of Success
20
33
COD/CDE % & Ratios
Market Share
Actual (+5,+2,+1)
RED Questions
Excel Format
Survey Detail
Report, COD, & QOM
RED Reporting
Conformity
Report
Red Books
RED Incentives
None
RED Champion/
Pre-Salesman
National Surveys
(Large Store)
None
Large Store
(7 Questions)
Where we started and where we are now . . .
• General Survey Results by Division | Aug vs Jan 2012
+2.51
80.0
N/A
70.0
60.0
+15.05 +8.47
+10.36
+12.17
+16.00 +11.81
+9.79
+5.30
+2.99
50.0
40.0
30.0
20.0
10.0
0.0
B-ham
Chatt
Coastal
Baton
Rouge
61.10
Gulfport
0.00
Pied
mont
53.21
Jan
54.93
73.99
Aug
57.92
76.49
Lake
Charles
56.33
Lafayette
McComb
62.12
Hatties
burg
51.00
59.63
59.77
Total
United
58.88
71.32
68.26
69.57
72.47
67.00
68.14
64.93
71.95
68.67
Where we started and where we are now . . .
• RED Monthly Coverage
+3
79%
79%
78%
78%
77%
77%
76%
76%
75%
75%
Jan
Aug
+2
29%
29%
28%
28%
27%
27%
Monthly Volume
Coverage
76%
79%
26%
Jan
Aug
Monthly Outlet
Coverage
27%
29%
RED Questions of the Month
• RED Questions of the Month
 Top 3 Most Well Executed Questions by Channel
 Top 3 Opportunities by Channel
 Did you Know by Channel
RED Questions of the Month
•Did You Know?
 Supermarket
 + 3.6%
Perimeter standalone SPK Meal Deal rack, April
 +4.72%
Q1 SPK display, June
 Walmart
 + 2.74%
 + 8.20%
Display in 1st position, March
P-ade multipack display, July
 Convenience Retail
 + 5.99%
 + 4.06%
IZ cooler - IC volume, June
FLM/Barrel in 1st position - IC volume, March
 Value
 + 6.13%
Still display - Still volume, April
 +19.82
2 SPK displays - SPK volume, June
National Survey
• KO Bottler Aligned RED Questions
1.
2.
3.
4.
5.
Does KO have a sparkling end cap/Display?
Is there a KO meal bundle display in the outlet?
Is there a KO snack bundle display in the outlet?
Is there a KO still beverage end cap/Display?
Is ratio of front-end (register) coolers greater
than/equal to market share?
6. Are 20 Oz. Core and Dasani in stock in FLM?
7. Are all KO sparkling SKUs in stock in the beverage
aisle?
National Survey
• By Bottler
100%
-2
90%
80%
N/A No
Data
for Aug
-1
70%
-1
N/A No
Data for
July
+4
+1
60%
-1
+1
50%
40%
30%
N/A No
Data for
July or
Aug
20%
10%
0%
United
July
76%
Consolid
ated
58%
Aug
75%
59%
CCR
Swire
CCNNE
Ozarks
Durham
Durango
67%
Great
Plains
79%
53%
0%
93%
All
Bottlers
67%
0%
67%
0%
0%
71%
78%
54%
59%
91%
66%
Bottler Average for Aug …………………………………..
National RED Survey
• United By Question
+1
+2
+5
100%
90%
80%
Flat
70%
-3
-11
-6
60%
50%
40%
30%
20%
10%
0%
SPK Display
Meal Bundle
Snack
Bundle
Still Display
Coolers >=
Share
SPK SKU's
instock
57%
20oz
Core/Das
instock
92%
July
98%
61%
65%
88%
Aug
99%
58%
54%
93%
51%
94%
70%
70%
National RED Survey
• United By Division
90%
-13
-3
80%
-4
-1
-1
+8
+9
-4
+2
70%
-1
-2
60%
50%
40%
30%
20%
10%
0%
B-ham
Chatt
Coastal
Baton
Rouge
70%
Gulfport
74%
Pied
mont
83%
July
84%
85%
Aug
71%
82%
Lake
Charles
62%
Lafayette
McComb
70%
Hatties
burg
75%
71%
82%
Total
United
76%
73%
79%
69%
78%
77%
60%
80%
78%
75%
Where we are headed . . .
• RED in BMobile
Communicates
current RED
Conformity Score
Visual graphic of the
conformity score and
date of the RED
Survey
List of priorities
which did not meet
conformity to Look of
Success
Continues customer
visit by creating an
order or a survey
• RED in B-Mobile | OCTOBER 1
 Wipe HH Clean (RED in B-Mobile)
 Only the last Survey will show up
• RED Score & All No answers
̶
Checked box = item is resolved during the visit.
̶
Uncheck box = needs to be resolved
• Leave Open for next visit
̶
• Close as non-completed
Every Close as non-completed item must have a reason
• Customer/Mgr Refused (Tried to sell in but customer
refused)
• Contractual Restriction (CMA does not allow for us)
• 2013 RED Question Timeline
 2013 RED Planning Meeting (Aug 1st & 2nd) Complete
 All Division RED Champions
 2013 RED Planning Meeting (Sep 28th & Oct 4th)
 David Kelley, Mike Suco, & Emma McKinstry
 Review & Finalize 2013 RED questions
 2013 RED Question Approval (Nov)
 Senior Management
 Review Final 2013 RED Questions (Nov/Dec)
 RED Champions
 Develop & Create 2013 RED Questions in R@G (Dec)
 2013 RED Question/Survey Roll-out (Jan 2013)
2013
• 2013 National Surveys
Large Store Survey
 Add additional questions
• 3 To 5
Additional Channels
 Convenience Retail
 Value
 Drug
• Software/Technology
 RED @ Global
 New version (7.0)
• Faster
• Routing tool
• Nested questions
 WorldApp/IRED?
 Web-Based
 Works on any Smart Phone
 Works on newer Blackberries
 Works on ipad
 Works on Toughbook
WorldAPP Snapshot
• WorldAPP Snapshot
WorldAPP is a market leader in web-based
data collection, management and reporting
solutions
1,000+ customers worldwide
Founded in 2001
100+ Employees worldwide
Offices in Boston, Dallas, London, Kiev
Inc 5000 Fastest Growing Companies –
5 years in a row
WorldAPP Snapshot
• Solution Components
Key Survey
Key Survey Offline
QlikView Dashboard
Survey administration
Survey submissions
Powerful
Meant for business
Easy interface for
visualization of data
user
responding to
User based access to
Easy interface for
surveys.
data
creating and
Manage surveys in
Completely
deploying surveys and
offline mode
customizable
reports
Synchronization
Automatic report
User permission
capability
distribution
based access
Available on HTML 5
Flexible scoring
enable devices.
features