Flowserve Distributor Online Store Portal 1 Flowserve Online
Flowserve Distributor Online Store & Portal 1
Flowserve Online Store & Portal Training Outline 0) Ecommerce Project Overview 1) Customer Registration & Profile Maintenance • Login • Accounts & Contracts Overview • My Profile – (Personal Information, Change Password, Preferences, Billing and Shipping Details, Sales Reps) 2) Home Page ( Navigation, Promotions & Product Hierarchy) 3) Product Catalog Hierarchy • Products Families based on contract • Switch Account to show product visibility 4) Quick Order/ Bulk Upload 5) Resource Center by Platform 6) Quick Links - Inventory Upload • Inventory upload • Inventory Search 7) Search Functionality By Part number, Keyword or Product Category 8) Item Detail & Images & Resources 9) BOM Search ( Standard vs. As Built) 10) Check Availability Functionality 11) Add to Cart / Shopping Cart • Pricing ( Discounts Rules, Product, Region, Volume etc. ) & Promo Codes • Requested Ship Dates • Expedite 12) Lists • Saving Cart as List • Managing Lists 13) Checkout • Ship To, Bill To, Freight Terms • Process Steps 14) Email Notifications 15) My Orders/Order Lookup 16) CPQ Integration • Configure to Order • My Quotes RFQ Process Overview Training Modules 2
Flowserve Distributor Online Store & Portal 00 Ecommerce Project Overview 3
Flowserve Distributor Online Store & Portal Overview • Flowserve is excited to announce the release of our new Channel Partner portal & Ecommerce webstore. The ecommerce portal was built to provide an enhanced customer experience, enabling self-service access to information, pricing, purchasing, order status, and product resources. The platform’s intuitive interface and streamlined processes will improve the ease of doing business across Flowserve’s products, platforms, and regions. We feel the new platform will enable increased sales and revenue opportunities as well as increase our sales channel productivity. • The Distributor Ecommerce portal is a single front end delivering a seamless, integrated customer experience for buying Pump, Valves and Seal products. It is a critical element of the global distribution growth 4
Flowserve Distributor Online Store & Portal Features Self Registration Advanced Searching – BOM, Part, Auto Phrasing, Facets Bulk Order Upload/Integration Quick Cart Digital Content Access Drop Ship Addresses Persona based Content & Promotions Configured Products Mobile Enabled Contract Management Order History – Self and Org Inventory Management Credit Card Payment (coming in 2017) Multi-Channel Support – Chat ( coming in 2017) 5
Flowserve Distributor Online Store & Portal Benefits Customer e. Commerce Features • Find the Right Product Ease of Buying Thank You • • Auto Phrasing Facets • Bulk Order Upload Quick Cart Credit Card Payment • • • Seamless Experience • • Personalization • • Mobile Enabled Digital Content Configured Products Configurable Dashboard Persona Based Content • • Product & Content Management Pricing Framework Profile Management User and Site Analytics Promotions Services and Contracts Configured Products Chat Support User and Site Analytics Flowserve Faster Roll Outs Centralized Customer Pricing Promotions/Cross/Up Sell Support Customer Interactions
Ecommerce Objectives by Phase 2 & 3 (April 2017) Phase 1 (Aug 2016) Phase 1 – Build ATG Framework. Scope is to replace the existing istore application with the new ecommerce system. The overall look and feel will align with the new flowserve. com and the application will be better supported and maintained in the new application. 01 Phase 2 will be the groundwork for a global ecommerce system. We will integrate with PRMS and Oracle and the functionality will cover aftermarket parts and standard products. Phase 3 will include integration to Oracle CPQ (Configure Price Quote). Request for quote functionality and purchasing of configured products through ecommerce will be implemented in this phase Phase 02 - 03 Phase Primary Goals • POC for ATG Implementation • Reduce administrative work on the backend of the order process and automate emails. • Make the currencies and sites expandable beyond the current US and EMA sites. http: //academy. flowserve. com • • Primary Goals A universal website to order valves, pumps, seals and training. BOM, Serial, & Order Status lookup List Price functionality that will work across the businesses globally. US based sites will be included First. Creation of Partner Portal Expandable more ERPs. Integrate Oracle CPQ (Configure, Price, and Quote. ) into ecommerce. Request for quotes will come directly from ecommerce. Phase 4 & 5 ( 2017 -2018) Phase 4 and 5 plans are to complete all major BU & ERP integrations, additional enhancements to support Fastraq & Cobra migration and well as more user functionality and the Customer Support Center Phase 04 - 05 Primary Goals • Setup work for adding more sites and locations outside of the US to ecommerce. • Configured products can be ordered out of ecommerce. • Expand Resource Centers • Enhanced Customer Support Functionality http: //store. flowserve. com 7
Customer Experience Use Cases Aftermarket Parts & Standard Products Search by Part Number Search by Keyword, Product Family, Facets (Attributes) Search by “As Built” BOM with Serial Number Search by Standard BOM with Assembly Part Number Request Price for “Unpriced” Item Request AM Technical Support Request Customer Connect Seal Quote Request Aftermarket Parts Configurator Quote Search by Order History/ PO Number Build Using Ecommerce CPQ Product Selector Repair & Services Request R&S Technical Support Request Repair or Service Quote Search by Order History/ PO Number Self Service in Appian Tool for Certified Repair Original Equipment Request OE Technical Support 8 Request OE Quote ------------ Ecommerce ( Portal) ------------ Search by Order History/ PO Number Self Service Build Using Affinity or Performance!Nxt Configurator CPQ 8
Program Implementation Calendar Ecommerce Phased Release Timeline Program Implementation Calendar Development Phases Phase 1 - Training Store Development Academy. Flowserve. com (Complete) Phase 2 - Products Store Design Framework Phase 3 – RFQs, CPQ Integration for std configuration & punch out for complex Phase 4 (2017) – Add New functionality to the store, more BUs & products inc. global mechanical seals, IPO, Cobra, Fastraq & support center/ chat Phase 5 (2018) – Complete remaining BUs & products: IPO, AMSS, FCO sites, Integrations for direct customers and additional portal functionality. Q 1’ 16 Jan – Mar Q 2’ 16 Apr - Jun Q 3’ 16 Jul - Sep Q 4’ 16 Oct - Dec Q 1’ 17 Jan – Mar Q 2’ 17 Apr - Jun Q 3’ 17 Jul - Sep Q 4’ 17 Oct - Dec Q 1’ 18 Jan - Mar Q 2’ 18 Apr - Jun Q 3’ 18 Jul - Sep Q 4’ 18 Oct - Dec Customer Training Valtek (Oracle FCO), Mechanical Seals (PRMS & Oracle STAR), Innomag & Pump. Net Mechanical Seals NA, EMA Mechanical Seals AP & LA IPO Key Product & Sites AMSS Sites (Including Fastraq & Cobra Replacements ) FCO Key Products/ Sites 9
Flowserve Distributor Online Store & Portal Support • Thank you for you Support and assistance during the release of this new platform • We welcome all of your feedback • Your first line of defense for all business related questions is your inside sales support contact “Customer Representative” • For application questions and feedback, including all enhancement requests or defects “bugs” , please email ecommerce@flowserve. com and copy your business partners Valves J. R. Sharp J. Sharp@flowserve. com (713) 286 -3102 Valves Christy Sheppard CShepherd@flowserve. com (801) 489 -2467 Seals Brad Neidert bniedert@flowserve. com (630) 554 -7648 Pumps Doug Bell dbell@Flowserve. com (757) 485 -8046 Global Jody Drap jdrap@Flowserve. com (469) 420 -3212 10
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