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Focused Growth Initiative Proposal For Import Genius Jim Anderson NobleMettle November, 2011.

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Presentation on theme: "Focused Growth Initiative Proposal For Import Genius Jim Anderson NobleMettle November, 2011."— Presentation transcript:

1 Focused Growth Initiative Proposal For Import Genius Jim Anderson NobleMettle November, 2011

2 IG Focused Growth Initiative Grow Import Genius – Incremental sales – Improved retention Value-added services Sales outreach program Leverage best practices GoalApproach A Series of Coordinated Activities Contributing Tangible, Measurable Results to the IG Growth Strategy. Also Helps Focus & Align the Organization. Sales Churn (Cancelations)

3 Activity Alignment Incremental Sales Improved Retention Conferences / Trade Shows (Speaking Opportunities) Leverage Best Practices to others in Similar/Same Industry Intelligent Data Fields Specialized Reports/Analysis Direct SQL Connection to DB advanced customers have option to use own reports Value-Added Services Pharma Supply Chain Conference o Product diversion & counterfeiting o Possibly co- present with IG customer Examples from existing customers Contextual overview of market / drivers Microsoft/Pfizer practices on fraud detection leveraged to: Other software companies, Media companies (DVDs) Other pharma companies Learn best practices form existing customers Develop specialized templates/tools to support Communicate to Sales/Cust. Svc/ IT staff IG Supplier IG Consignee IG Addresses Look-thru Master records Algorithm to clean data Scrub historical data Change data loads to clean data on load Communicate to Cust/Staff Aggregated Data Trend analysis Pivot Tables Clean data (intelligent fields) New report templates Direct query from Excel Link Access database Crystal reports Will allow for much better reports, & eliminate download Possibly custom database(s) Possibly incremental infrastructure New level of service REQUIREMENTS Outreach Program

4 Leverage: To Increase Sales, Reduce Churn Well versed in IG products/data Understand types of IG customers – Names of customers in each category – What is important to each category of customer Clear understanding of how IG products & information can be used by each category of customer – Examples of use – tied to customer needs – Knowledge and understanding of best-practices and creative use by other IG customers Able to translate (Leverage) use & best practices form one IG customer to another: – Within same industry – Across industries Easy access to IG material – Case studies – Marketing Material (by industry) – Report Examples, Videos, etc. Import Genius Logistics Industry Names of IG Logistics Customers Description of IG & use in Logistics Industry Sample Report(s) Case Study IG Industry Marketing Material IG Reports Pivot Tables Raising The Level Of The Dialogue With Customers IG Staff (particularly Sales & Cust. Svc.)

5 Examples Of Advanced Reports - Relationship Map - Like Visual Map, but: Includes Time Dimension Quantified results – quickly indicates volume of activity In Excel, so Customers can easily copy/paste, work with data Section 1 – Shows suppliers for a particular Organization, Product, Port, etc. Yellow highlighted suppliers indicate 80% of volume Shows trend over time Section 2 – Shows who those same suppliers also do business with Like Visual Map But quantified and sorted

6 How I Can Help Lead or help organize or lead a focused growth initiative – Holistic approach to attract new customers, retain more existing customers Intelligent Data Focused Growth Initiative Success Measured By IG Growth – Rate Of New Customer Acquisition, Retention Of Existing Customers Design Prototype Develop (program) Implement Lead, help design or develop – Identify & summarize VOC – Recommend & design advanced reports – Direct SQL access

7 How To Start Start With Intelligent Data Other activities depend on “Intelligent Data” Initial focus: IG Shipper & IG Consignee Plan Develop Software Test Hist. Data Data Loads Train/Comm. Test Month 1Month 2Month 3 At The End of 3 Months You Have IG Intelligent Data Fields For Shipper, Consignee, Enables Other Initiatives In Focused Growth Strategy Crawl, Walk, Run

8 Timeline - 2012 Q1Q2Q3Q4 Intelligent Data Specialized Reports Start To See Results Direct Connection To Database Ongoing Leverage Best Practices Conferences CrawlWalkRun

9 Why Me 25+ Years experience implementing solutions like this: – 15 Years Honeywell Corporate – 10+ Years Lean Six Sigma consulting Extensive Reporting/Analysis/Data background: – SQL, Oracle, SQL Server, MySQL, PL/SQL, etc. – Excel VBA – To create IG Templates Have successfully led many similar Initiatives: – Honeywell ERP/Financial reporting – SSA Shared Value program – Client Initiatives Experience, Skills & Track Record of Success

10 Contact Jim Anderson NobleMettle jim@noblemettle.com (973) 809-3245

11 APPENDIX

12 Organizational Support Identifies best practices & uses of IG Recommends leverage across: Other companies in same industry Other industries Solicits customer feedback on current IG tools This Initiative Starts & Ends With he Customer Management Team Sales Team IT Customer Service Communicates IG capabilities, best practices Leverages Across customer base Active Outreach program to ID & Attract new customers Sets priorities Periodic reviews Mid-Course corrections Communication Celebrate success Translates requirements into specifications/solutions Implements technical solutions Recommends alternatives & enhancements IG Customers

13 Example, report for Freight Forwarder: for a particular time period, and/or geographic area, and/or product, etc.. List Shippers, Carriers, # Shipments # of Shipments (red highlights top 10) Examples Of Advanced Reports - Freight Forwarder Report -

14 Examples Of Advanced Reports Number of Shipments By Supplier By Year Who is receiving shipments ? How is that changing over time? Number of Shipments By Consignee By Year Who is receiving shipments ? How is that changing over time? Shipments By Shipper / By Consignee Who is selling to who?

15 Proposal Economics Professional Service Support: – Part time through end of 1Q12 To allow time for IT, CS & Sales to contribute3 – 5 days of support in total Reduced Introductory rate: – $1,200/Day – $42,000 for total effort Payback: – Attracting or retaining just 18 Customers through this effort pays for his effort in one year Assumes average $200/Mo. subscription


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