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Appointment Maker: Pilot Review September 26, 2012

Appointment Maker: Pilot Review

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Appointment Maker: Pilot Review. September 26, 2012. Future State. Current State. Appointment Maker – Existing versus Future. Appointment Maker. KDAT. D29 Designers only FaST update weekly Inclusion by LDAP group Email appointment confirmation to Designer - PowerPoint PPT Presentation

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Page 1: Appointment Maker:  Pilot Review

Appointment Maker: Pilot Review

September 26, 2012

Page 2: Appointment Maker:  Pilot Review

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Appointment Maker – Existing versus Future

Future StateCurrent State

D29 Designers only

FaST update weekly Inclusion by LDAP group Email appointment confirmation to Designer Easy to use but often multiple screens Appointment “Conflict” notification in KDAT Online customer can make initial appointment Horizontal timeline Store reporting only

D23, D29, D30 and D59 Specialists, Designers, DSs (not D29), COS (if assigned to dept.)

FaST updates nightly Inclusion by Job Code ESVS Quote and Notes to assigned associate Very easy to use – Outlook/Smart Phone like Appointment “Conflict” notification in AM and ESVS Online customer can make initial appointment Vertical layout to timeline, shared calendars Reporting at store, district, region, division and

company level Can manage schedules with “Week” view Auto-blocked time first/last 30 minutes of shift and 15

minutes before/after lunch. Completely Editable.

Appointment MakerKDAT

Page 3: Appointment Maker:  Pilot Review

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Appointment Maker – InformationTraining Learning Class WBT-00047700) found in Knowledge

Depot (myApron > my Tool Box > Knowledge Depot)

• 15-Minutes• Overview of tool and process

Help Guide• Screen shots and FAQ’s – the “how to”• In WLM• Linked in the tool for easy reference• On myApron > mySuccess – myDepartment >

Specialty – Training > Specialty: Appointment Maker Help Guide

Mouse rollover feature in tool

Pilot Feedback It is so easy to use Our associates found it easy to use and easy to

navigate with quick access to different screens Love the content in the ESVS note It is an easy way to follow up with appointments by

capturing notes with the ESVS note It is easy follow daily schedules of associates Overall this has potential to be a great tool Seeing the weekly shared calendar is a great

management tool It is a big win to be able to reassign an appointment to

another associate (can drag appointment over and a note is created in ESVS for new associate)

Our request to you1. Cascade the message to DMs SMs SASMs DSs

Specialists and Designers Complete the Knowledge Depot class Use the tool every day

Become familiar with it – make practice customer appointments, real customer appointments, real self-appointments

Move, adjust times, cancel practice appts. Routinely look in ESVS for the quote and notes DSs use as a management tool (weekly view)

and to enter own self-appointments (staff meeting, etc.)

Opening MOD habit: call out = check for reschedule appointments and customers to call

Use the reporting

2. Follow-up frequently Make it a part of stores DNA

Page 4: Appointment Maker:  Pilot Review

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Appointment Maker - Schedule & Next StepsAPPOINTMENT MAKER: Deployment Schedule START FINISHCentral Code Deployment: Flooring, Décor, Millwork Monday 27-Aug 27-AugPilot 01: 131 (North Fulton) Wednesday 5-Sep 5-SepPilot, Management Review & Go/No Go # 1 Thursday 6-Sep 6-SepPilot 02: st105, st110, st126, st147, st161+ Wildcard Stores: 175, 1754, 1775, 6978, 6611 Thursday 6-Sep 23-SepVideo at KB Wednesday 12-Sep 12-SepPilot, Management Review & Go / No Go # 2 Friday 14-Sep 14-SepPilot, Management Review & Go/No Go # 3 Friday 21-Sep 21-SepFinal Go / No Go + Storewide Communications Friday 21-Sep 24-SepTraining & Communications + ESVS Monday 24-Sep 8-OctMKT 45, 18 stores Monday 8-Oct 8-OctMKT 2; 56 stores Tuesday 9-Oct 9-OctMKT 1, 3, 4; 123 stores Wednesday 10-Oct 10-OctWave 1: BYO 1, 222 stores Thursday 11-Oct 11-OctWave 2: BYO 11, 246 stores Monday 15-Oct 15-OctOnline Review Tuesday 16-Oct 16-OctWave 3: BYO 5, 319 stores Wednesday 17-Oct 17-OctWave 4: BYO 7, 392 stores Thursday 18-Oct 18-OctWave 5: BYO 3; 397 stores Monday 22-Oct 22-OctWave 6: BYO 12, BYO 14, BYO 18, BYO 24, BYO 31, BYO 33, BYO 35, BYO 36, BYO 38, BYO 39, BYO 42; 205 stores Tuesday 23-Oct 23-OctWave 7: BYO 25, BYO 45; 2 stores Wednesday 24-Oct 24-OctD29 Kitchen, Online & Remove KDAT Tuesday 30-Oct 30-OctClose Project Wednesday 31-Oct 31-Oct

Next Steps Launch Gatekeeper Ensure RDO/DOMs receive training information Ensure HR teams drive the training completion WLM/myPlanner visible in all stores Continue to monitor The Warehouse for feedback