Smarter Proof of Delivery Accelerate processing and improve the - - PowerPoint PPT Presentation

Smarter Proof of Delivery

Accelerate processing and improve the customer experience

• Introducing Objectif Lune
• Existing situation
• Introducing the OL approach to Smarter POD
• Use Case Video
• Demo

AGENDA

Our offices Our customers

Founded in 1995 Available in more than 60 countries HQ Montreal 250+ Employees world wide Customers in more than 80 countries World wide 16 offices

• 25 000+

Customers

• 1 500+ new customers

Last year

• 1 700 000 000+

New documents created annually by customers

Services

Manufacturing Finance

Retail

Public Administration

Wholescale

• 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

Interactive Transactions Ex: POD Outbound Transactions Ex: Invoice Inbound Transactions Ex: Sales

• rder

OL CUSTOMER CLIENTS

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

ACCORDING TO FIELD TECHNOLOGIES’ MOBILITY REPORT

60% of field service

companies are not using automation software

82% identified optimizing their

mobility as a key factor in their strategy for the year ahead

CUSTOMER REQUIREMENTS

• Accelerate processing and

eliminate repetitive tasks

• Reduce paper processes
• Improve the customer experience

throughout the ordering and delivery process

So what are the options?

PAPER-BASED PROCESSES

The customer’s signature on a POD drives your revenue. Losing the paper means losing the approval to invoice.

Challenges

• Lost delivery notes: 5% of

delivery notes have to be resubmitted and signed.

• High cost of printing and

scanning paper, when ECM in place.

• Manual filing when no ECM

system in use.

• Manual attachment to the

final invoice.

SCANNING

Many companies scan their delivery notes for processing and storage.

Challenges

• Manual indexing is prone to error
• OCR indexing contains errors and

paper is crumpled and damaged

• Production scanning is expensive

Challenges

• Not user-friendly
• Very expensive devices
• Expensive implementation
• Difficult to change business

processes

MOBILE COMPUTER

Integrated with ERP and allows signature Capture.

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, delivery notes are printed Truck is loaded Driver takes delivery note with product to customer COMPANY Delivery notes are brought back to the company

• Accepts some or

all the order

• Signs for the

delivery

• Makes changes
• Adds notes

CUSTOMERS

Delivery notes are manually posted into ERP, filed manually or scanned into ECM/EDM

Now with OL Solutions

Summary

OL Connect

CONTENT SERVICES POD PORTAL

ACCEPTANCE

DELIVERY PREFERENCE CAPTURE

Order Confirmation Order Processing Delivery Status

@

CUSTOMERS

Now with OL Connect

Operations Experience

COMPANY

OL Connect

POD PORTAL

• Sends completed delivery notes to EDM/ECM

Workflow

• Sends real-time communications to customer
• Available for additional Workflow
• Converts print to web forms on mobile

devices

• Manage data flow to mobile devices
• Real-time portal management
• Delivery and exception

information for operations management

CONTENT SERVICES

Now with OL Connect

Driver experience

* Requires integration to a specialist provider

OL Connect

• System works online and
• ffline. No internet service?

No problem

• No lost paper
• iOS, Android and Win 10

Support

• The driver captures the

customer acceptance

• Document designed to “feel”

like paper

• Signatures
• Changes in

quantities

• Time/Date
• Location
• Pictures
• Barcodes
• Notes

ON & OFF-LINE CAPTURE

Now with OL Connect

Your Customer Experience

OL Connect

Real-time delivery status to improve your customer’s experience DELIVERY PREFERENCE ACCEPTANCE CUSTOMERS

@

ORDER CONFIRMATIO N ORDER PROCESSING DELIVERY STATUS

We help customers replicate their paper forms

Creating a highly responsive, interactive form to capture data

Capture signatures Add pictures for proof

• f delivery or to record

damages Record geolocation information Change quantities No connection required Submit and initiate communication processes

• 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

KEY CAPABILITIES

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

industry

• 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

KEY DIFFERENTIATORS

• lconnect.com/proof-of-delivery/

Smarter Proof of Delivery

Accelerate processing and improve the customer experience