CRM LOGISTICS & COMPLIANCE

MANAGEMENTSPE CONSULTING

Project Overview

Tasty Treats Corporation originally contacted SPE consulting upon being acquired by Royal Foods.

Royal foods was focused on understanding TTC’s operations by taking a hands off approach.

Royal Foods has been anxiously waiting to accelerate its return on investment.

Royal Foods wished to prepare the label for a national scale and introduce their company to the American market.

SPE

Consulting

Tasty Treats Corporation Objectives

Implement a multi-tier application which would facilitate customer relationship management for its multiple sales channels and operations.

To comply with emerging European regulations

Create daily automated reports for Royal Foods business intelligence systems.

SPE

Consulting

CRM application appropriate for SMB market TTC’s sales team

Run inside a firewall Sensitive customer data

Integrate with Microsoft Exchange/Outlook

Facilitate mobile access for TTC’s sales team

Reporting functionalities and forecasting

Workstream I:CRMSPE

Consulting

Equipping the Sales team with the right tools they need to be effective in the field

SalesForce CRM Cloud Computing, information accessibility anywhere in the world Secure, IP verification, multiple layers of securityForecasting, custom dashboardContacts, Lead trackingMobile Platform, iPhone with SF software appMS Exchange for Outlook sync

Workstream I CRM SolutionsSPE

Consulting

SalesForce App Exchange3rd party applications just like the App Store

Workstream I CRM Solutions

V2i- Voice2InsightApp lets you update your SalesForce contacts and leads on the go, wirelessly from your phone, anywhere in the world

SPE

Consulting

Billing and order management

Integration with wireless reporting tools

Product tracking

Streamline communication

Automatic fulfillment process

Shipment status

Warehouse management

Workstream II: Logistics Management SPE

Consulting

Complete overhaul of TTC’s warehouse management infrastructure

SPE Consultants implemented a comprehensive logistics system into all of TTC’s warehouses and production facilities

Workstream II: Logistics Management SolutionsSPE

Consulting

We installed into each:

Database servers

Oracle Warehouse Mgmt Software

3com Wireless Access Points (5 per)

Enterprise Digital Assistants with integrated barcode scanners (200 total)

Cisco switches

Allows TTC’s warehouses & production facilities to track, restock, & manage everything coming in & going out, all in real time

SPE

Consulting

Workstream III: Regulatory Compliance TTC will provide business metrics to RF for

European compliance processes.

Transaction information should be provided daily

The following metrics are required:

Transaction, Customer, Profit & Loss information provided daily

Customer information, profits provided at end of month

Metrics need to be automated & integrated

SPE

Consulting

Outbound Hub

A separate team from TTC learned of Regulatory Compliance workstream and discovered more about the objectives, they realized that the infrastructure that was being built for EU compliance could feed their BI reporting application with similar metrics.

iBolt is used to integrate the various software automatically

Synchronizes information between company departments

SPE

Consulting

SPE Consultants has provided a comprehensive solution that will benefit TTC right now and in the future as the company continues to grow.

Magic Software’s iBolt is a software platform and interface allows the automated interaction between a vast majority of ERP software programs including SAP, Oracle, and SalesForce

It also enables metric reporting and communication to and from different enterprise programs in real time

Workstream III and outbound solutions

SPE

Consulting

We believe that this was one of the best solutions which also turned out to greatly benefit TTC when the PCR was put in for a second feed in iBolt’s Outbound Hub.

In the future, as TTC expands, additional feeds can be easily implemented and managed through iBolt’s interface with an incredibly small “integration footprint”

Workstream III and outbound solutionsSPE

Consulting

Discount rate 10.00%

Assume the project is completed in Year 0 Year

0 1 2 3 Total

Costs 595,755 55,000 105,000 55,000

Discount factor 1.00 0.91 0.83 0.75

Discounted costs 595,755 50,050 87,150 41,250 774,205

Benefits 0 400,000 400,000 400,000

Discount factor 1.00 0.91 0.83 0.75

Discounted benefits 0 364,000 332,000 300,000 996,000

Discounted benefits - costs (595,755) 313,950 244,850 258,750 221,795 NPV

Cumulative benefits - costs (595,755) (281,805) (36,955) 221,795

ROI 29%

Assumptions

Costs

P M (520 hours, $90/hour) 46,800

Staff (2,324 hours, $60/hour) 139,440

Oursourced Staff (1,145, $35/hour) 40,075

CRM software (23 accounts, $782.61/user/year) 18,000

CRM applications (15 accounts, $600/user/year) 9,000

Mobile Devices (25, $1,400/month) 34,000

Enterprise Digital Assistant (200, $1,000/unit) 200,000

Servers (21, $990/unit) 20,790

Server OS (21, $750/unit) 15,750

Switches (15/$460/unit) 6,900

WAP 's (75, $200/unit) 15,000

iBolt SE Software License (2, $25,000/unit) 50,000

Total Costs (applied in year 0) 595,755

Benefits

$/hour profit 15

Benefits from saving time 300,000

Benefits from increase in profits 100,000

Total annual projected benefits 400,000

Payback in Year 1

Project Financials

Original Budget Estimate: $652,000

Project Cost Breakdown

Outbound Hub Financial Breakdown

Basis for Project Benefits

Problems Encountered & RisksRisks:

Security issuesSystem failuresEmployee RejectionEfficiency & ProfitabilityBudget Constraints

Problems Encountered:No previous CRMFinancial informationHandheld performance issuesEmployees adapting to new system

SPE

Consulting

Lessons Learned

Having a good project manager was necessary for project success

Teamwork was vital for project success

Our planning helped is in the long run

Project management software was very helpful

SPE

Consulting