Smarter Proof of Delivery Accelerate processing and improve the customer experience
AGENDA • Introducing Objectif Lune • Existing situation • Introducing the OL approach to Smarter POD • Use Case Video • Demo
Our offices Our customers Services Manufacturing Finance Retail Public Administration Wholescale 25 000+ o Customers 1 500+ new customers o Last year 1 700 000 000+ o Founded in HQ 250+ New documents created annually by 1995 Montreal Employees world wide customers Available in more than Customers in more than World wide 60 countries 80 countries 16 offices
• Software with the largest installed base in our industry (avoid the early-adopter risk) • Enterprise-level technology tailored to mid-sized companies • Fast implementation at well below average cost • Global company with offices around the world, providing local support and maintenance • Easy to use, put you in control of your processes and documents
BUSINESS PROCESS AUTOMATION ORDER-TO-CASH CYCLE Outbound Transactions Ex: Invoice Interactive OL CUSTOMER CLIENTS Transactions Ex: POD Inbound Transactions Ex: Sales order
EXISTING SITUATION • Manual paper processes • Paper gets lost - Customer signatures drive invoicing • Changes have to be keyed manually • Invoicing cannot start until the truck is back
60% of field service ACCORDING companies are not using automation software TO FIELD TECHNOLOGIES’ 82% identified optimizing their MOBILITY mobility as a key factor in their REPORT strategy for the year ahead
• Accelerate processing and eliminate repetitive tasks • Reduce paper processes • Improve the customer experience CUSTOMER throughout the ordering REQUIREMENTS and delivery process
So what are the options?
PAPER-BASED Challenges PROCESSES • Lost delivery notes: 5% of delivery notes have to be resubmitted and signed. The customer’s signature on a POD drives your revenue. • High cost of printing and Losing the paper means losing the approval scanning paper, when ECM to invoice. in place. • Manual filing when no ECM system in use. • Manual attachment to the final invoice.
SCANNING Challenges • Manual indexing is prone to error Many companies scan their delivery notes for processing and storage. • OCR indexing contains errors and paper is crumpled and damaged • Production scanning is expensive
MOBILE COMPUTER Challenges • Not user-friendly Integrated with ERP and allows signature Capture. • Very expensive devices • Expensive implementation • Difficult to change business processes Less than 36%* of companies can add visual or interactive content to the information they collect in the field. *According to Field Technologies’ mobility report
INTRODUCING THE OL APPROACH TO SMARTER POD We propose a solution using a technology blend
Current Process Order is picked, Driver takes delivery Truck is delivery notes are note with product to loaded printed customer • Accepts some or Delivery notes are all the order manually posted • Signs for the into ERP, filed delivery manually or scanned into • Makes changes Delivery notes are ECM/EDM COMPANY CUSTOMERS brought back to the • Adds notes company
Now with OL Solutions Summary POD PORTAL CONTENT SERVICES OL Connect CAPTURE @ Order Confirmation DELIVERY PREFERENCE Order Processing Delivery Status CUSTOMERS ACCEPTANCE
Now with OL Connect Operations Experience COMPANY OL Connect POD PORTAL CONTENT SERVICES o Real-time portal management o Converts print to web forms on mobile o Sends completed delivery notes to EDM/ECM devices Workflow o Delivery and exception information for operations o Manage data flow to mobile devices o Sends real-time communications to customer management o Available for additional Workflow
Now with OL Connect Driver experience OL Connect CAPTURE ON & OFF-LINE o Signatures o iOS, Android and Win 10 o System works online and Support offline. No internet service? o Changes in No problem quantities o The driver captures the customer acceptance o No lost paper o Time/Date o Document designed to “feel” o Location like paper o Pictures o Barcodes * Requires integration to a specialist provider o Notes
Now with OL Connect Your Customer Experience OL Connect @ DELIVERY ACCEPTANCE CUSTOMERS PREFERENCE Real-time delivery status to improve your customer’s experience ORDER CONFIRMATIO ORDER DELIVERY N PROCESSING STATUS
We help customers replicate their paper forms
Creating a highly responsive, interactive form to capture data No connection required Record geolocation information Add pictures for proof of delivery or to record damages Change quantities Capture signatures Submit and initiate communication processes
KEY CAPABILITIES • No change to current ERP system, process remains the same. • Completely customizable and adaptive design for phone or tablet. • Generate PDF format for ECM and metadata for automatic upload into ERP. NO Change
VIDEO
KEY BENEFITS • Improve cash flow • Get paid on every invoice • Eliminate/reduce scanning and manual keying • Increase data accuracy • Improve customer experience
DEMO
• Software with the largest installed based in our KEY industry DIFFERENTIATORS • Enterprise-level technology tailored to SMBs • Global company providing local support • Fast implementation without exceeding your budget • Easy to use, puts you in control of your processes and documents
Smarter Proof of Delivery Accelerate processing and improve the customer experience olconnect.com/proof-of-delivery/
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