Discovering a new sales flow for a strategic business division to improve the IBP Process

Discovering a new sales flow for a strategic business division to improve the IBP Process

discovery path

discovery path

Identify

Understanding of the challenge and initial stragegic survey;

Identify the problem

The company came with an issue about the IBP process, that is an strategic part of the business. This process is responsible for doing the demand and the production planning of everything that they need. It's a process that looks into the future, and tries to aim the real necessities about sales and materials that will need to be done.

Problems that it was already mapped:

  • Double work

  • Issues with data

  • Multiple sources of data

  • Intensive labour in fill the informations

Immersion

Dive deep into the problem, structure and do interviews with the users;

Certainties, Doubts and Suppositions

They trying to look foward 36 months in the future what the company will need to process

The company needs to preview which material will need

Users use spreadsheets to do this tasks and also need to input in CRM

Users care about how put the information, how it works, if it is easy to use, how it will look like but the demand plan area cares if the information is right

Certainties

The solution must be manipulated, allows to make tests, add new opportunities and vulnerabilities

The user will have the opportunity to make tests in the future

Is important to bring all closed opportunities to the demand plan

The user needs to see or have a vision about the demand plan inside the opportunities

Suppositions

How we transform an opportunity in CRM into a real opportunity

There's a chance of one opportunity transform into vulnerability

The solution will gave to deamand plan team insights inside the CRM

Doubts

Empathize

Dive deep into the problem, structure and do interviews with the users;

Interviews

It was made interviews with different types of users of different areas to understand what was the pains of each users related to the main hypotesis

To transform the qualitative informations of interviews into a more quantitative we marked the hilights and divided in two groups:

Pain Points (PP):
All pains of users and informations that are crucial of the flow

Oportunities (OP):
All informations that can be an improvement or other functionality to product

Most common tags:

OP - Demand plan business rules

PP - Demand plan extra work

OP - Demand plan unify the databases

OP - Demand plan making tests

OP - Reduce double work

Synthesize

Compile the main informations, structure process flow and values exchange;

As-Is journey

  • New Vulnerability or Opportunity

    Salesman

    Input information

    Input new sale

    Input new Opportunity or Vulnerability (inside and outside the product)

    Making Comments

    Opportunities

    Unify the V&Os

    Creating a functionality to make tests

    Sales Manager

    Getting all data

    Check the CRM

    Check the spreadsheets

    Convert in one single file

    Opportunities

    Creating a view for Vulnerabilities

    Creating a view for Demmand plan

    Sales Region Head

    Review the datas

    Do monthly meetings

    Review the DP V&Os

    Defines proprieties

    Opportunities

    Automitised validations

    End up with uploads

    Facilitator

    Review the Spreadsheets

    Check the datas

    Change informations

    Upload the spreadsheets

    Opportunities

    Creating validations inside the CRM

    Notify the changes in the proccess

    Share and possibly making tests

    Demmand plan team

    Certificate the hole data

    Gathering all the data

    Do alignment meetings with Head Levels

    Create a report

    Opportunities

    Automatic send the CRM data for the data wharehouse

    Making tests with the Demmand plan and V&Os

    Demmand plan team IT support

    Verify the datawharehouse

    Verify if there's bugs

    Make deployments to fix problems

    Do improvements about loading

    Opportunities

    Connect the servers with the same specifications

    Make varifications in CRM before to send to their wharehouse

    Make deployments to fix problems

    Do improvements about loading

    End

Understanding the value exchanging

Proto personas

Jennifer

28 years

Sales person

She is a energetic woman, who travels a lot to make visits to customers

She gets frustrating because after a visit she needs to make a double work and input the same information in two different places

She gets frustrating because after a visit she needs to make a double work and input the same information in two different places

Yuta

35 years

Sales manager

Yuta is from Korea, and he is a very serious person

He needs to get all the information about the sales in two different places and compile into one thing

He doesn’t understand why he needs to use the CRM because the excel works

He doesn’t use Dynamics very often

He has monthly meetings with the head of sales of his region

Brandon

33 years

Facilitator

He is a canadian who loves hot chocolate

He always running into the sales managers to complete their tasks and input the informations in spreadsheet

He always gets angry because people wait to input all the information in the last time, so he always working until late.

He spend a lot of time trying to fix some troubles with the spreadsheets, and reviewing double information that he gets

Patricia

46 years

Head of IBP demmand plann

She loves food, especially vatapá

She is always trying to get all the information she needs

She needs to make a report of her region, but always there are miss information

She has hard conversations with the strategic team of the company, it's exhausting to her

Core values

Pains

Pains

She needs to input information in 2 places

It's time consuming because the double work

It's exhausting redo one task

She spends part of her day in sites from a customer it doesn’t have time to spend

Always needs to update some miss information

Gains

Gains

More time more sales

Facility in work tools

Have all the information that she needs in its hands

Agility

Pains

Pains

Find some information about his area

Need to look in different places to get all the information that he needs

Always need to notify someone about a mistake or missinformation

Always need to review all the data with his superiors and facilitators

Gains

Gains

Accurate information

Centralised information

Precision

Reduce time spent in daily activities

Agility

Pains

Pains

Much time spent just to confirm and correct some information

Do a lot of extra work

Need to do a lot of alignment meetings

Feels that his job could be easily change for some automatic feature

Double work

Gains

Gains

Right informations

Informations connected

Fewer meetings to correct wrong information and more time to do strategic meeting

More time to do his analysis

Agility

Pains

Pains

Has to schedule a bunch of meeting to review information

Receive wrong information

Make analysis which could have bad accuracy

Knows that what she needs demands a enormous labour intensive from sales people and facilitatiors

Doesn’t like the manipulation of she needs to do

Knows that nobody is administering the vulnerabilities in Dynamics

Gains

Gains

Accurate information

Centralised information

Precise data

More time to do her others tasks

Agility

Define

Understanding and set the main problem definition, prepare to ideation;

Problem definition

To help the team we decided to use the problem definition framework to set the goals and clarify the main problem to be solved, evaluating the cause and the possible impacts.

Cause

Labour intensive and extended double work in different areas

Impact

Many hours to review, gather and meetings to check informations

Impacted Persona

Sales person, Sales manager, Facilitator, IBP team, Demand plan team

Severity

Cost hours of employees for the company, mistrust of data, wrong demand plans that it causes financial expenses for the company

Product discovery challenge

We also decided to choose one challenge guide the team through the discovery process. and it's focused in the team's purpose defined previously.

We

We

Want reduce double work, improve the process of sales people, make strategic and assertive plans and become a trustful area of company

In

In

Sales and IBP processes

Through

Through

Transform the Dynamics as the main tool of Sales and connect the servers of company

Ideate

Gatherer ideas and insights by a a group activities that could solve the problem;

How might we

To start the ideation phase we did a how might sentence we tool together with main stakeholders. This tool allows to turns the problems found and insights into possibilities by reframing them.

With each question we had discussions about it and turn those questions with more significant insights, creating a backlog of options to attack each one.

How might we reduce labour intensive from users?

How might we reduce labour intensive from users?

How might we minimise the time spend in meetings?

How might we minimise the time spend in meetings?

How might we improve the data quality of data inputed by our users?

How might we improve the data quality of data inputed by our users?

How might we turn the process of V&Os more intuitive for our users?

How might we turn the process of V&Os more intuitive for our users?

How might we improve the experience in dynamics to turn it attractive for our users?

How might we improve the experience in dynamics to turn it attractive for our users?

How might we minimise the time that users spent in input datas?

How might we minimise the time that users spent in input datas?

How might we reduce the numbers of data sources ?

How might we reduce the numbers of data sources ?

How might we improve the quality of our information that users input?

How might we improve the quality of our information that users input?

How might we avoid that users need to be remembered?

How might we avoid that users need to be remembered?

How might we improve the calculus of our team to be more assertive ?

How might we improve the calculus of our team to be more assertive ?

How might we improve our processes to enhance our customer relationships?

How might we improve our processes to enhance our customer relationships?

How might we improve the sales process to enhance sales?

How might we improve the sales process to enhance sales?

How might we make the IBP process a better one to avoid the necessity of other people?

How might we make the IBP process a better one to avoid the necessity of other people?

How might we improve the quality of informations to make better decisions of production plans?

How might we improve the quality of informations to make better decisions of production plans?

How might we match CRM and IBP data for V&Os?

How might we match CRM and IBP data for V&Os?

How might we add vulnerabilities in CRM?

How might we add vulnerabilities in CRM?

Brainwirting

Another tool to enhance the discovery insights that was made is the Brainwriting. This technique consists in participants write ideas onto cards and then pass their idea/cards to the next person, moving those cards around the group in a circle as participants build on the ideas of others.

Card 1

Card 1

Create input table in CRM for IBP opportunities

Change links for IBP Power BI reports to get information from the new Dynamics table

Create rule to automatize input of IBP data base on previously month so the user only have do adjust it

Create a rule of the time of the V&Os can be add in the demand plan

Reducing the double work

Create possibility to copy an item

Create dashboards to users

Maybe have also the possibility to link the future form of IBP in the CRM to the IBP PowerBI

Make the user experience easier as possible

Create the possibility to share the specific item by mail if the user thinks he/she needs stronger validation

Card 2

Card 2

Create a vision of all dashboards of v&OS

Unified in the crm

Create rules to input data in Dynamics

Easy way to validate those datas

Create process to import the spreadsheets automaticaly

Sends notification to user about wrong data during the import, but importing all other records that are fine

We could also input the wrong one, having it linked to the notification and a tag meaning that it's a draft, we the user doesn't need to fill every field again

The data should be sourced from CRM and not be bulk created each month. If a bulk edit process is required, we can use the OOB one

Card 3

And more…

Rupture hypotesis

Cliches

Hypotesis

Idea

  • In every IBP process they need to have the inventory management

    What if we have this data in Dynamics?

    Search in RHIM's inventory and show for the user before he completed a new input of V&Os

    In the current process it's necessary to send all the datas for another server

    What if we compile all datas?

    Have the possibility to see the main information in a centralised place to do all the managements

    Users forget to input the information

    What if users can input from the customer sites?

    Automatic suggestions when user are inputting information

    Automatic e-mail to inform the user that he is forgetting to change a information

    Mobile applications for the process

    Send informations with errors

    What if we check when users are inputting ?

    Automatic check of data with another source before to send it

    Automatic analysis of data and feedback from possible errors

    Users do their analysis in another platform and send reports

    What if we make a standard report?

    Create a report model that is possible to change the information to do their analysis

    Create a vision of all the information that product has

    Search in the company’s products information of stock, inventory, cost to sales ratio and financial information

    Users need to fill a lot of datas

    What if we decrease the numbers of possibilities to input data in dynamics?

    Transform the Opportunities into one singular thing, that it's the beginning of everything in sales and have te possibility to transform it in one vulnerability, a new sales, etc

    Decrease of numbers of users

    What if we improve the usability with this process?

    Create a vivid process that it's possible to do analysis and move forward /go back

    Merge user requirements with their objectives

    Add gamification in the process

    Bring the Vulnerabilities into the CRM and add informations in opportunities

    What if we enhance the product group grids for the V&Os?

    Create 2 records to V&Os and see they, send them to ibp

    Create 2 different tables, one for Vul. and other for Opp.

Define

Understanding and set the main problem definition, prepare to ideation;

Solution definition

To define which pain points and opportunities the solution will solve we dicided to use the It is/it isn't/ it does/ it doesn't matrix. It will help also to set out what functionalities the solution will and will not have.

IT IS

New type of record

Vulnerabilities is always negative

A view for V&Os

IT ISN'T

Upload feature

IT DOES DO

Reach the opportunities that already exists

Download a spreadsheet of the V&Os

Organise the V&Os by the OPG, so we can use only one table

Match the opp. id with the id from the ibp

Send the data for ibp team (second wave)

IT DOESN'T DO

Solve all the error datas

Impact and effort matrix

It identifies the weights of each solution, it's interesting to use it in scenarios that need to compare and flatten several options. It's necessarily to tapping the best way to go on.

High Impact
Small Effort

Create additional fields that we don’t have in Dynamics for Opp.

View for Vulnerabilities & Opportunities

Create a new type of record

High Impact
Medium Effort

Organise the V&Os by the OPG, so we can use only one table

Download a spreadsheet of the V&Os

How might we improve the quality of our information that users input?

High Impact
High Effort

Create a script for populate the new fields

Experiment

Define how the problem will be attacked, and create prototypes;

New flow proposal

We also made a desk research by analysing the hole sales flow inside the product. This decision was made because the solution will impact the decisions that company will make in the future.

Another point that we wanted to understand was the usuability of the product, try to see possibilities to improve the consumption of datas that already exists in the product and reduce the number of inputs for users.

Review and new entities proposal:

It was observed similarities with some entities and also the creation for another entity.

A readjustment was proposed for the Leads entities, change and creation of Vulnerabilities and Opportunities in addition to the creation of another Sales entity.

In addition it was observed that the way the entities were built were more complex than their concepts.

Input a new lead

Discover a new V&Os

Add new V&Os with Lead's information

If the user discover a new V&Os of an prexisting Lead

Follow up the V&Os

If it is an opportunity that become a good one

Continue to the Sales step and the Sales process

Add new V&Os with Lead's information

If the user discover a new V&Os of an prexisting Lead

Solution

For decision to implement the solution we decided to introduce the final solution to Opportunity Product Group (OPG). To introduce this alternative we already needed to update the entity of OPG, add a few columns and create a new vision for the tables of V&Os and a new form to input the Vulnerabilities.

Validate

Make tests with users, uderstand see what is the best way to implement the solution;

User tests

To know the viability of the final solution we sent a user test using the Maze application whitout assistance or meeting.

It was choosen 12 main users of the product to do the test and find out if the solution will help the users and also gather the information that business needed.

Opportunity path:

Average Success

69,2%

Vulnerability path:

Average Success

66.7%

Facility of the solution scale:

Very hard

5

17%

6

17%

8

17%

9

17%

10

33%

Very easy

8

Average score

Facility of the solution scale:

Terrible

1

17%

5

17%

6

17%

8

17%

10

33%

Excellent

6.3

Average score

Facility of the solution scale:

Very hard

Very easy

5

17%

6

17%

8

17%

9

17%

10

33%

8

Average score

Facility of the solution scale:

Terrible

Excellent

1

17%

5

17%

6

17%

8

17%

10

33%

6.3

Average score

Follow

Implement the solution; measure with metrics the usability;

Metrics

The last step of the discovery process is to define the right metrics for the solution. This will allow us to understand and validate the if the solution purposed was a success and if it bring value to the company.

North Star Metrics

Percentage people of main user's team that open new opportunities

Weekly review of the number of new V&Os

Percentage of upload success

Activation/adoption

Number of users that created vulnerabilities

Percentage people of main user's team that open new opportuninities

Number users over time

Percentage main user team that continue using the solution over time

Number of new opportunities clicked ibp relevant flag

Percentage of main team and their existing opportunities and follow the number of the team (child metric)

Percentage of new users that created new opp. and vuln.

Number of new opportunities clicked ibp relevant flag (child metric)

Engajement

Total number of users X number of users that created new V&O

Quantity of opp. that wasn’t modified for the last X (period)

Weekly review of the number of new V&Os (child metric)

Number of V&Os created by main user's team by a period (weekly)

Task Success

Percentage of V&Os finished by an period (compare with the end date)

Speed the users entered an opportunity

Upload success

Quantity of 75% probability opp. created and wasn’t modify in an period setted as ibp relevant in opg (compare with the end date)

Quantity of 75% probability opp. created and wasn’t modify in an period (compare with the end date)

Revenue

Track the total revenue passing by ibp by month / year

Track the total value of vulnerability by month / year

Track the total number tons passing on ibp by month / yeah

Retention

Numbers of users using the feature and stay using it for an period

Churn rate

Churn rate

Numbers of users of main user's team using the feature and stay using it for an period (1, 2, 3 mont / 6 / 12 month)

See the numbers by regions for period and compare

Numbers of new users using the feature and stay using it for a period

Happiness

Satisfaction rate

Promoters metric

Acquisition

Percentage of main user team are really using the solution

Post research

Gains and problems

Gains

  • Improvement in the demmand plan strategies;

  • Centralized information;

  • It's not necessary anymore one employee to review the datas and also it will not be necessary the use of Citrix, reducing the costs for company with other product;

  • Reduction of time spent filling sales information by sales people;

  • It's not necessary the facilitator role anymore;

  • Information included in the sales flow;

  • More accuracy in demand plan.

Problems

  • There were important points not prioritezed that can continue causing problems for users;

  • The solution still has more business apporach than user necessities;

  • Some business rules were still unokwn untill the development stage;

  • Due business priorization the team needed to develop the solution with a few refinement, this caused unforeseen and problems with the development because of some changes and business rules;

  • Despite the round of interviews it was necessary to understand more about the real problem with the hole flow proposed and the impacts that will had.

After 1 year of implementation

Users changed the use of spreadsheets and SAP to the final solution.

The final solution become the most used feature of the product by users