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Downstream Supply Chain
Management Solution
WhatOutreach®offers?
 Uniforminformationflow(masterdata)throughoutsupplychain
 Helpsautomatingallthedistributoractivitiesandensure -
o Reducedoperationalcost
o Improvedproductivity
o Completevisibilityon salesand stocks
 Helpsinmanagingchannel performance
 Purchaseordermanagement/automaticstockreplenishment
 OutreachSFAimprovesthesalesforceproductivityandperformance
 Intellics™managementdashboardsprovidesactionableinsights
 RetailConnect™facilitatesretailerstoplaceselforderanddirectlyconnectsthemanufacturerwith
retailers
Outreach® Enterprise Solution
 Outreach®Enterpriseisa‘Cloud’enabledsoftwaresolutionfordownstreamsupplychain
management-makingitresponsiveandefficient
 Ithasan integratedSalesForceAutomation(SFA)solutionon mobileplatform
 Outreach® supportsmultiplelanguages(internalization:I18N)
 Itfacilitatestheentiresecondarysalesprocess:inventory,orderbooking,billing,collections,
tradeschemes,claimsandreplenishment
 Outreach® collatessecondarysalesdataacrossthedistributorsnetworktogivea
consolidatedviewattheenterpriselevelandenablesCollaborativePlanning,Forecasting&
Replenishment(CPFR)
About Outreach®
Outreach® Cloud Solution
Outreach® Cloud Solution
Target Markets
 System Configuration:Inventory in batches
Mobile Telecom
 System Configuration:Discrete (serialized) inventory
AutomobileParts
 System Configuration:Batch +discrete inventory
Durables
 Add-on application for servicing: service ticket, work-order andspare management
Outreach: Value Proposition
 Outreach®provideaccuratesecondarysalesinformationwhichincreasesthesuccessrateofmarketing
andsalesstrategies
 Outreach® ensurestradeschemesreachtargetmarketsand removesleakageresultingfrommisuseof
scheme relatedclaims
 Outreach® demandforecastingbasedreplenishmentatdistributorshelpsproductionplanningand
removesstock-outsatdistributors
Outreach Components
Strategy & Planning
Analysis
Execution Demand & Supply Management
Distributor
Consumer
Retailer
Sales Planning System
Demand Forecasting System
Graphical Management Dashboard
Inventory & Sales Management
Mobile based Retail Connect
User Defined Reports
Distributor Stock Replenishment System
Manufacturer
Promotion Management System
Mobile Phone based SFA
Outreach Modular View
Sales Portal
Replenishment
Sales Planning
Partner Management
Channel Management
Promotion &
Claims Management
Information Dissemination
Management Dashboard
User-defined Reports
Core Engine
Interface Engine
Masters
Inventory
PR/PO GRN
Target Tracking
Credit Management
Collection
Sales Return
Claim Submission
Billing
Order Processing
Damage Claims
Purchase Return
Beat Planning
Sales & Distribution System
Operational Reports
Demand Forecast
I II III IV Modules
Outreach Modular View
 Outreach® SFA extends downstream supply chain management solution, Outreach Enterprise, on Mobile Platforms
 The Outreach® SFA enables a salesman on the move to:
 Download Tour Plan
 Order booking
 Ready stock van Billing
 Collections
 CapturingMarket Intelligence
 Comparedaily TargetvsAchievement
 All the above activities aresynced tothe central system over GPRS connection on near real time basis
Features ofOutreach® SFA
Order Capture
 Lastorder of the same outlet is shown
 Focus andfrequently billed SKUs areautomatically included
 In case of‘no-sale’ the reason for the same is captured
Billing
 Ready-stock van billing andprinting on ablue-tooth printer
 Appling tradeschemes on the bill
Collection
 Outstanding amount of an outlet is displayed
 Partor full collection against the outstanding amount
Features ofOutreach® SFA
Market Intelligence
 Capturescompeting product information fromretail outlets
 CapturingMerchandising activities
Gamification& AttendanceModule
 TopSalesman Rewards
 Fingerprint &Face Recognition based attendance
Geofencing
 Location based retail outlet order capturing
AdvancedFeatures ofOutreach SFA
GoogleMapModule
 Market Presence ofretailers on the map
 Mapview of planned vs actual visits of DSRs
 Google map guidance to DSRfortravelling tothe retailer
 Geo-fencing at the time ofretailer billing
Biometric AttendanceRegistration
 Biometrics (fingerprint/face recognition) based attendance registration with map location
Gamification
 Leader boardtoannounce topperforming salesman
 Incentive/prize for individuals based on performance
AdvancedFeatures ofOutreach SFA
Built-inAnalytics
 Suggested orderquantity forretailers based on historical data
 Suggested stock transfer to vansbased on the day’s routeandtheir historical purchase pattern
 Cross-sell andup-sale recommendation tothe salesman
Outreach Architecture
 3-tier Architecture
 Web-browser based user interface
 Open Source based technologies – DHTML, JavaScript,Java, J2EE,andMySQL
 Also supports Oracle andMicrosoft SQL
 Platform neutral –supports Windows andLinux
DBMS Server
Client Desktop
(Internet Explorer)
Web Server
+
J2EE Container
ArchitectureforOutreach SFA
Cordova Application Architecture
Outreach Deployment Architecture
Internet
Distributors Sales Force
Database Server
Apache
(Physical)
WebLogic Horizontal
Cluster
Cluster
Firewall
DR DB Server
Log Shipping
HTTPS
Mobile App
Network Load Balancer
SAN
SAN
Apache
(Physical)
Network Load Balancer
App Server
Outreach
MS
App Server
Outreach
MS
Outreach
MS
Internal Users
(Intranet )
Apache
Outreach
MS
Apache (DR)
WebLogic
Horizontal Cluster
(DR)
Network Load Balancer
SAN
Sync
Internal Users
(Intranet )
Apache
(DR)
SAN
Active Passive
DR configuration is same as
Active instance
for Web, App and DB
Firewall
Outreach Deployment Architecture
Outreach Security
Secure User Access
Secure Interfaces
Application Security
Infrastructure Security:
Firewall, IDPS, etc.
Internet
Outreach Deployment Architecture
Outreach Deployment Architecture
Visibility
 Track productmovement atretail outlets on-line, accurately
 Increases the success rate of marketing and sales strategies by basing them on accurate secondary sales
information
Analysis
 Analyze trends of sales ofall products across regions, areas, territories, etc.
 Monitorsales call coverage
 Have measurable key performance indicators foreach region, area, territory,etc. andtrack them against set targets
Outreach Deployment Architecture
Monitoring of Schemes& Claims
 Track product movement atretail outlets on-line, accurately
 Increases the success rate of marketing and sales strategies by basing them on accurate secondary sales
information
ContinuousStockReplenishment
 Analyze trends ofsales ofall products across regions, areas,territories, etc.
 Monitorsales call coverage
 Have measurable key performance indicators for each region, area, territory, etc. and track them against set
targets
Intellics – Analytics Solution
 Intellics is an integrated BItool which
gives important insights about the
business activities e.g. secondary sales
trends, KPIs etc
 It alsohelps in getting the forecast based
on the past trend
Intellics Reports
 Helps in preparing reports for
management reporting
 Easy to use interface –helps in preparing
dynamics reports in ready topresent
format (eliminates the downloading of
reports every time)
 Configurabledashboards with user
access control
 Automatic alerts andemail notification
can beset forperiodic reporting
CurrentOutreach Clients
UbqTechnologies Pvt. Ltd.
…orchestratingIntelligence!

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Salesforce Automation Software, Retail Analytics Solutions | UBQOutreach

  • 2. WhatOutreach®offers?  Uniforminformationflow(masterdata)throughoutsupplychain  Helpsautomatingallthedistributoractivitiesandensure - o Reducedoperationalcost o Improvedproductivity o Completevisibilityon salesand stocks  Helpsinmanagingchannel performance  Purchaseordermanagement/automaticstockreplenishment  OutreachSFAimprovesthesalesforceproductivityandperformance  Intellics™managementdashboardsprovidesactionableinsights  RetailConnect™facilitatesretailerstoplaceselforderanddirectlyconnectsthemanufacturerwith retailers Outreach® Enterprise Solution
  • 3.  Outreach®Enterpriseisa‘Cloud’enabledsoftwaresolutionfordownstreamsupplychain management-makingitresponsiveandefficient  Ithasan integratedSalesForceAutomation(SFA)solutionon mobileplatform  Outreach® supportsmultiplelanguages(internalization:I18N)  Itfacilitatestheentiresecondarysalesprocess:inventory,orderbooking,billing,collections, tradeschemes,claimsandreplenishment  Outreach® collatessecondarysalesdataacrossthedistributorsnetworktogivea consolidatedviewattheenterpriselevelandenablesCollaborativePlanning,Forecasting& Replenishment(CPFR) About Outreach®
  • 5. Outreach® Cloud Solution Target Markets  System Configuration:Inventory in batches Mobile Telecom  System Configuration:Discrete (serialized) inventory AutomobileParts  System Configuration:Batch +discrete inventory Durables  Add-on application for servicing: service ticket, work-order andspare management
  • 6. Outreach: Value Proposition  Outreach®provideaccuratesecondarysalesinformationwhichincreasesthesuccessrateofmarketing andsalesstrategies  Outreach® ensurestradeschemesreachtargetmarketsand removesleakageresultingfrommisuseof scheme relatedclaims  Outreach® demandforecastingbasedreplenishmentatdistributorshelpsproductionplanningand removesstock-outsatdistributors
  • 7. Outreach Components Strategy & Planning Analysis Execution Demand & Supply Management Distributor Consumer Retailer Sales Planning System Demand Forecasting System Graphical Management Dashboard Inventory & Sales Management Mobile based Retail Connect User Defined Reports Distributor Stock Replenishment System Manufacturer Promotion Management System Mobile Phone based SFA
  • 8. Outreach Modular View Sales Portal Replenishment Sales Planning Partner Management Channel Management Promotion & Claims Management Information Dissemination Management Dashboard User-defined Reports Core Engine Interface Engine Masters Inventory PR/PO GRN Target Tracking Credit Management Collection Sales Return Claim Submission Billing Order Processing Damage Claims Purchase Return Beat Planning Sales & Distribution System Operational Reports Demand Forecast I II III IV Modules
  • 9. Outreach Modular View  Outreach® SFA extends downstream supply chain management solution, Outreach Enterprise, on Mobile Platforms  The Outreach® SFA enables a salesman on the move to:  Download Tour Plan  Order booking  Ready stock van Billing  Collections  CapturingMarket Intelligence  Comparedaily TargetvsAchievement  All the above activities aresynced tothe central system over GPRS connection on near real time basis
  • 10. Features ofOutreach® SFA Order Capture  Lastorder of the same outlet is shown  Focus andfrequently billed SKUs areautomatically included  In case of‘no-sale’ the reason for the same is captured Billing  Ready-stock van billing andprinting on ablue-tooth printer  Appling tradeschemes on the bill Collection  Outstanding amount of an outlet is displayed  Partor full collection against the outstanding amount
  • 11. Features ofOutreach® SFA Market Intelligence  Capturescompeting product information fromretail outlets  CapturingMerchandising activities Gamification& AttendanceModule  TopSalesman Rewards  Fingerprint &Face Recognition based attendance Geofencing  Location based retail outlet order capturing
  • 12. AdvancedFeatures ofOutreach SFA GoogleMapModule  Market Presence ofretailers on the map  Mapview of planned vs actual visits of DSRs  Google map guidance to DSRfortravelling tothe retailer  Geo-fencing at the time ofretailer billing Biometric AttendanceRegistration  Biometrics (fingerprint/face recognition) based attendance registration with map location Gamification  Leader boardtoannounce topperforming salesman  Incentive/prize for individuals based on performance
  • 13. AdvancedFeatures ofOutreach SFA Built-inAnalytics  Suggested orderquantity forretailers based on historical data  Suggested stock transfer to vansbased on the day’s routeandtheir historical purchase pattern  Cross-sell andup-sale recommendation tothe salesman
  • 14. Outreach Architecture  3-tier Architecture  Web-browser based user interface  Open Source based technologies – DHTML, JavaScript,Java, J2EE,andMySQL  Also supports Oracle andMicrosoft SQL  Platform neutral –supports Windows andLinux DBMS Server Client Desktop (Internet Explorer) Web Server + J2EE Container
  • 17. Outreach Deployment Architecture Internet Distributors Sales Force Database Server Apache (Physical) WebLogic Horizontal Cluster Cluster Firewall DR DB Server Log Shipping HTTPS Mobile App Network Load Balancer SAN SAN Apache (Physical) Network Load Balancer App Server Outreach MS App Server Outreach MS Outreach MS Internal Users (Intranet ) Apache Outreach MS Apache (DR) WebLogic Horizontal Cluster (DR) Network Load Balancer SAN Sync Internal Users (Intranet ) Apache (DR) SAN Active Passive DR configuration is same as Active instance for Web, App and DB Firewall
  • 18. Outreach Deployment Architecture Outreach Security Secure User Access Secure Interfaces Application Security Infrastructure Security: Firewall, IDPS, etc. Internet
  • 20. Outreach Deployment Architecture Visibility  Track productmovement atretail outlets on-line, accurately  Increases the success rate of marketing and sales strategies by basing them on accurate secondary sales information Analysis  Analyze trends of sales ofall products across regions, areas, territories, etc.  Monitorsales call coverage  Have measurable key performance indicators foreach region, area, territory,etc. andtrack them against set targets
  • 21. Outreach Deployment Architecture Monitoring of Schemes& Claims  Track product movement atretail outlets on-line, accurately  Increases the success rate of marketing and sales strategies by basing them on accurate secondary sales information ContinuousStockReplenishment  Analyze trends ofsales ofall products across regions, areas,territories, etc.  Monitorsales call coverage  Have measurable key performance indicators for each region, area, territory, etc. and track them against set targets
  • 22. Intellics – Analytics Solution  Intellics is an integrated BItool which gives important insights about the business activities e.g. secondary sales trends, KPIs etc  It alsohelps in getting the forecast based on the past trend
  • 23. Intellics Reports  Helps in preparing reports for management reporting  Easy to use interface –helps in preparing dynamics reports in ready topresent format (eliminates the downloading of reports every time)  Configurabledashboards with user access control  Automatic alerts andemail notification can beset forperiodic reporting