Docstoc

Slide 1 Midwest User Group

Document Sample
Slide 1 Midwest User Group Powered By Docstoc
					QAD CSS Web Implementation
             MWUG
         September 2010

  Presenters: Heather Scaggs & Rob Rush
                     Agenda – Part 1



A. O. Smith
– Company Overview


The Web Initiative
– 2009: Strategy, Scoping & Design
– 2010: Development & Implementation
– Where We are Today


Demonstration
                    Agenda – Part 2



Methodology
– AOS Passport Process


Project Management
– Project phases, project stages, waves
– Rigorous project management


Multi-Vendor Reasoning and Approach
– CSS versus customized ecommerce solution
– Feature-rich product catalog
– Hybrid approach playing on the strengths of multiple vendors
               Who is A. O. Smith?



A look at:
– A. O. Smith Corporation
– A. O. Smith Electrical Products Company
             A. O. Smith Corporate


Founded 1874
Corporate Headquarters –
Milwaukee
Began a refocus effort in 1996
Concentrated corporate portfolio on
two business:
– Electrical Products Company (Motors)
– Water Products Company (Water Heaters)
16,000 employees worldwide
Financially sound corporation
        Electrical Products - Overview



Started as Whirl-A-Way Motors – 1946
– Purchased by A. O. Smith – 1950


Enjoyed rapid growth 1960-80 with
air-conditioning boom

Began industry consolidation - 1997
         Electrical Products - Today


Divisional sales in 2009 $620 million

Leading global supplier - among the top four

Facilities (23), employees (8,500)

Full line of electric motors 1/800 to 400 HP

Over 78,650 motors built per day
        Electrical Products – Global Locations

     Tipp City, OH
     Divisional Headquarters



                                 Gainsborough, UK

                     Mt. Sterling, KY                                    Changzhou, China
                    Winchester, KY                                        Suzhou, China
                   LaVergne, TN
                El Paso, TX                         Dubai               Yueyang, China
Juarez, Mexico
Monterrey, Mexico
 Acuna, Mexico                                              Singapore
Residential Applications
Customers
Electrical Products - Web Initiative


A look at:
– Strategy, scoping, objectives & benefits
– Requirements & deliverables
– Technical platforms & systems integration
       Strategy: Development Model

                     AOS EPC
                     Values &
                     Strategies

Best Practices                      Leadership
  Validation                          Inputs

                     AOS EPC
                    Web Strategy


                                   Competitor
  Web Team &
                                   Research &
IT Supplier Input
                                    Analysis

                      Customer
                     Research &
                      Analysis
     Strategy: Leadership Inputs


Interactive

Visit repeatedly

Easy to do business with AOS

Brings added value

Easy to navigate
   Strategy: Research & Analysis



Competitor Analysis

Customer Analysis

A. O. Smith Analysis
        Highest Priority Deliverables


Visibility Features
–   Inventory Availability
–   Pricing
–   Order Status Including Shipment Information
–   Order Entry
–   Product Cross Reference

Technical Information
–   Drawings, Diagrams and Photos
–   Nameplate and Rating Data
–   Performance Data
–   Features
               Benefits - Immediate


Strategy - Recognized as high value, first choice by
providing:
– 7x24x365 availability of information and ordering
– Innovative
– Enhanced brand perception

Drive efficiencies by providing:
– Product repository
– Streamlined publication of product catalog
– Speed of information to the customer

Establish baseline for further development
          Initiative Objectives


Brand image

Easy to navigate

Manage content quickly

Easy access to data

Ecommerce

    Promote an atmosphere for revenue growth
                    Phased Approach


Phase 1 - Implemented Sept 2009
– Static Content
Phase 2 - Launch Q2 2010
– Ecommerce
Phase 3 - 2011
– Additional customer-centric features
– Global web presence
Phase 4 & Beyond
– Differentiators
           Web Initiative – Delivery Roadmap
Phase 1                Phase 2                      Phase 3            Phase 4           Phase 5
                       Public Portal                Deliverables –     Deliverables –    Deliverables –
Deliverables –         Deliverables –                                  To be Scoped      To be Scoped
                                                    In Scoping
•Static mrktg data     Technical Info
•Enhanced graphical    •Dwgs, Adv Tech Specs
imagery consistent     •Marketing Specs
with corporate brand   Visibility Features
•Transfer of content   •Adv Cat Search/List Price
management from IT     •Adv Dist/Svc Shop Locator
to Sales & Marketing   •Prod X-Ref

                       Semi-Dynamic Data                                                Newest Generation
                       (E-business)                                                       Web Services
                       Customer Portal
                       Deliverables –                        Global Web Presence
                       •Inventory-location
                       •Customer Pricing
                       •Order Status                Real-time Data Integration with Back-End Systems
                       •Order Entry                 (Ecommerce)
                       •Acct Status

Static Data – Content Management Software
                                        Technical Foundation
2009                   2010                         2011              Q04          2012 & Beyond
        Phase 1 – Static Content



The need for content management software
– Static content was originally hard coded
– Marketing dependent on IT resources to update


Ektron Content Management Software (CMS)
– Implemented in 2008
– Marketing independently edits and publishes content
– Created foundation for future phases
www.aosmithmotors.com - Previous
New Site – Live 2008
Phase 2 - Public Portal Enhancements



         www.aosmithmotors.com

Cross Reference

Distributor Shop & Service Shop Locator

Advance Catalog Search
Phase 2 - Customer Portal




Customers can login to the Customer Portal to access:
      Pricing
      Check Inventory
      Place an Order
      Check Order Status
      Track a Shipment
      View Order History
      View Accounts Receivable Information
 Advance Catalog Search – Integration



Search from Public Portal or Customer Portal

Customer Portal search includes additional customer-centric information:
 – Customer part number
 – Available inventory
 – Customer’s net price
 – Ability to add to cart

Integration of:
 – Public Portal databases (Data Repository)
 – QAD CSS (Secure customer login)
 – Ektron (Web – User Interface)
Advance Catalog Search – The Integration
The Extract/Load Process
                   Critical Factors For Success

   PEOPLE                    PROCESS                   TECHNOLOGY                       DATA
24/7 constituent access        Must develop an         Successful implementation   AOS data must be
requires commitment to    automated product release      of other systems – a        cleansed for
   24/7 AOS support         process to capture all           dependency             presentation to
                           product information in a                                 constituents to
                          controlled data warehouse                                  ensure data
                           Requirement of people,                                      integrity
                           process & technology to
                           manage all product data
                           presented to constituent

  Commitment of AOS        Business requirements         Web implementation        Consideration must
 resources: marketing,      must be well defined,       phased, gated and well       be given to data
  engineering & IT to     scoped and time-released      managed in incremental       fields in current
support development &     in terms of sophistication        deliverables               implemented
     maintenance                                                                   systems in order for
                                                                                   all data to translate
                                                                                         to the site
                                                                                        consistently



                                       On time, On budget, Within Scope
Phase 3, 4 & Beyond - Future Enhancements



 Global online presence

 Differentiators

 Use the newest generation of web technology
                 Analytics – Public Portal


                20000                          19307


                15000


                10000                                           Aug. 2009
                                                                Aug. 2010
                 5000
                              2284

                     0
                          Aug. 2009        Aug. 2010
A 569% increase in hits to the Public Portal in 2010 over same period, 2009

          Leadership inputs:          Interactive, Visit Repeatedly
                  Leadership inputs: Increase internal efficiencies
             Analytics – Customer Portal



     Visits to the Customer Portal since June 21 go-live
      – As of September 20:
           3,373 user logins
           251 orders placed online




Leadership inputs: Easy to do Business with AOS, Brings Added Value
          Analytics – COS Call Volume

Customer feedback

…when one of our customers already on-boarded to the customer
 portal was asked for feedback it was very positive. The portal has
   cut his phone calls by   50%!

Favorite feature is the ability to pull technical data – especially
  drawings – directly off of the site.

…just wanted to relay the positive feedback. Thanks for all the work
  on what looks to be a very positive move forward for AOS!

 Leadership input: Increase internal efficiencies
                  Point Releases


Point release will allow for continuous updates
to the web site between major releases
Prioritized parking lot methodology
Schedule is the driver


                                            SCOPE

Leadership input: Visit repeatedly



                                     COST           SCHEDULE
Dilbert
                    Agenda – Part 2


Methodology
– AOS Passport Process


Project Management
– Project phases, project stages, waves
– Rigorous project management


Multi-Vendor Reasoning and Approach
– CSS versus customized Ecommerce solution
– Feature-rich product catalog
– Hybrid approach playing on the strengths of multiple vendors
                     Critical Factors For Success



   PEOPLE                    PROCESS                   TECHNOLOGY                          DATA
24/7 constituent access        Must develop an         Successful implementation      AOS data must be
requires commitment to    automated product release     of Advanced Planning &          cleansed for
   24/7 AOS support         process to capture all       Scheduling in order to        presentation to
                           product information in a       successfully allocate        constituents to
                          controlled data warehouse      inventory and promise          ensure data
                           Requirement of people,      delivery date to constituent       integrity
                           process & technology to
                           manage all product data
                           presented to constituent

  Commitment of AOS        Business requirements         Web implementation           Consideration must
 resources: marketing,      must be well defined,       phased, gated and well          be given to data
  engineering & IT to     scoped and time-released      managed in incremental          fields in current
support development &     in terms of sophistication        deliverables                  implemented
     maintenance                                                                      systems in order for
                                                                                      all data to translate
                                                                                            to the site
                                                                                           consistently
Structured System Development Methodology



AOS Passport Process
– Developed internally 2008
– Typical system development life cycle
  methodology
– Defined deliverables
– Management gate reviews
                               AOS Passport Process - Overview
          Stage 1:                        Stage 2:                     Stage 3:                        Stage 4:                       Stage 5:
          Scoping                         Design                     Development                      Certification                Implementation
    Executive Sponsor               Executive Sponsor               Executive Sponsor                 Executive Sponsor            Executive Sponsor
    • Project prioritization        • Project prioritization        • Project prioritization          • Stage gate approval        • Stage gate approval
    • Stage gate approval           • Stage gate approval           • Stage gate approval             • Approve funding
    • Approve funding               • Approve funding               • Approve funding
    Business Customer               Business Customer               Business Customer                 Business Customer            Business Customer
    • Develop funding               • Develop funding               • Perform user                    • Create work aids           • Train end users
      package                         package                         acceptance test                 • Perform SME training       • Create project
    • Stage gate approval           • Stage gate approval           • Develop funding                 • Develop funding              evaluation and ROI
                                                                      package*                          package                    • Stage gate approval
                                                                    • Stage gate approval             • Stage gate approval
   Business Analyst                 Business Analyst                Business Analyst                  Business Analyst             Business Analyst
G0 • Create business           G1   • Create Development       G2   • Create Certification       G3   • Create Implementation G4   • Perform functional    G5
     requirements                     stage project plan              stage project plan                stage project plan           evaluation
   • Create functional                                                                                • Assess readiness
     design                         Solution Architect              Solution Architect                                             Solution Architect
   • Create Design stage            • Create detailed design        • Build solution                  Solution Architect           • Perform technical
     project plan                                                   • Perform system                  • No activity                  evaluation
                                    Support                           acceptance test
    Solution Architect              • Design sustaining             • Create production               Support                      Support
    • Create high level               support model                   support documents               • Build solution in          • Perform support
      design                        • Create OLA/SLA                                                    staging area                 evaluation
                                                                    Support                           • Build Go Live support
    Support                                                         • Build sustaining support          model*
    • Provide input to high                                           model*                          • Complete OLA/SLA
      level design


    Business requirements           Detailed design                 Solution built and                Solution verified and        Solution deployed
    created and approved            created and approved            tested                            readiness assessed           and evaluated
AOS Passport Process - Stage 1 - Scoping

  IT Passport Process – Stage 1: Scoping
    Sponsorship
   Sponsorship
     Executive
    Executive




                                                        Fail
    Customer
    Bsuiness
   Customer
   Bsuiness




                                                               Funding Package -
                  Stage




                                                                                                        Stage
                                                                    Design         Gate Review   Pass
                    0




                                                                                                          2
    Business
   Business
     Analyst




                              Business                           Project Plan –
    Analyst




                                           Functional Design
                            Requirements                            Design
    Architect
    Solution
   Architect
   Solution




                                              High Level
                                           Design and Scope
      Support
     Support
Success: High Quality - On Time - Within Budget


 Structured Project Management
  –   Executive Sponsor
  –   Business Champion
  –   Web Steering Committee
  –   Core Team
  –   Business Analysts
  –   Right Technical Resources
  –   Passport and Project Management


 Monitored by Company Governance Boards
  – Performance Excellence Process (PEP)
  – IT Steering Committee
         Right Deliverables - Right Resources


A. O. Smith Statement of Values
–   Profitable growth
–   Innovation
–   Uncompromising integrity
–   Imagination, competence, teamwork, diversity
–   Corporate citizenship
             Right Deliverables - Right Resources

         Comparison Criteria                Vendor A          Vendor B

Required Functionality

Flexibility & Scalability

Technical Platform

Market Differentiation

AOS Confidence in Vendor

Technical Platform Control

IT Support

Cost

Overall Score


                             Vendor Analysis Numeric Rating
      Right Deliverables - Right Resources


Multi-Vendor Approach
 –   AOS Business and IT leadership of the project
 –   CSS know-how
 –   Web skills for a customized public portal
 –   AOS capability to manage content and ongoing support

Supplier Selection
 –   QAD
 –   RCM / Roundview
 –   Thirdware
 –   BravePoint




                                  “Supplier Partnership” was key
                        Demonstration



Public Portal
 – Advanced Catalog Search


Customer Portal
 – Ecommerce Features
       Customer Login
       Add Items to Shopping Cart
       Check Order Status

				
DOCUMENT INFO