SMARTER PROOF OF DELIVERY Accelerate processing and improve
















- Slides: 16
SMARTER PROOF OF DELIVERY Accelerate processing and improve the customer experience
OBJECTIF LUNE Worldwide Our offices Our customers #1 worldwide for install base and annual new customers Markets Manufacturing Finance Retail Public Administration Wholesale o 25 000+ Customers Founded in 1995 HQ Montreal 250+ Employees world wide Available in more than 60 countries Customers in more than 80 countries World wide 16 offices o 1 500+ new customers Last year o 1 700 000+ Documents of new customers per year
BUSINESS PROCESS AUTOMATION ORDER-TO-CASH CYCLE Outbound Transactions Ex: Invoice OL CUSTOMER Interactive Transactions Ex: POD Inbound Transactions Ex: Sales order CLIENTS
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
PAPER BASED PROCESSES The customer’s signature on a POD drives your revenue. Losing the paper means losing the approval to invoice Challenges o Lost delivery notes: 5% of delivery notes have to be resubmitted and signed o High cost of printing and scanning paper, when EDM in place o Manual filing when no EDM system in use o Manual attachment to the final invoice
SCANNING Many companies scan their delivery notes for processing and storage. Challenges o Manual indexing is prone to error o OCR indexing contains errors and paper is crumpled and damaged o Production scanning is expensive
MOBILE COMPUTER Integrated with ERP and allows signature Capture Challenges o Not user-friendly o Very expensive devices o Expensive implementation o Difficult to change business processes Less than 36%* of companies can add visual or interactive content to the information they collect in the field.
CURRENT PROCESS Order is picked, delivery notes are printed Delivery notes are manually posted into ERP, filed manually or scanned into ECM/EDM COMPANY Truck is loaded Delivery notes are brought back to the company Driver takes delivery note with product to customer CUSTOMERS • Accepts some or all the order • Signs for the delivery • Makes changes • Adds notes
NOW WITH OL CONNECT Operations Experience COMPANY OL Connect POD PORTAL o Real-time portal management o Delivery and exception information for operations management CONTENT SERVICES o Converts print to web forms on mobile devices o Manage data flow to mobile devices o Sends completed delivery notes to EDM/ECM Workflow o Sends real-time communications to customer o Available for additional Workflow
NOW WITH OL CONNECT Driver Experience OL Connect CAPTURE o o o o Signatures Changes in quantities Time/Date Location Pictures Barcodes Notes ON & OFF-LINE o i. OS, Android and Win 10 Support o The driver captures the customer acceptance o Document designed to “feel” like paper o System works online and offline. No internet service? No problem o No lost paper * Requires integration to a specialist provider
NOW WITH OL CONNECT Customers Experience OL Connect DELIVERY PREFERENCE CUSTOMERS ACCEPTANCE Real-time delivery status to improve your customer’s experience ORDER CONFIRMATION ORDER PROCESSING DELIVERY STATUS
NOW WITH OL CONNECT Summary CONTENT SERVICES POD PORTAL CAPTURE OL Connect Order Confirmation DELIVERY PREFERENCE Order Processing Delivery Status CUSTOMERS ACCEPTANCE
KEY CAPABILITIES Creating a highly responsive, interactive form to capture data No connection required Record geolocation information Add pictures for proof of delivery or to record damages Change quantities Capture signatures Submit and initiate communication processes
KEY CAPABILITIES No change to existing systems NO Change
KEY BENEFITS ü Speed up purchase-to-pay-cycle ü Eliminate/reduce scanning and manual processes ü Increase data accuracy ü Improve delivery times ü Improve inventory management ü Improve cash flow ü Improve customer experience
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