QuantiQ Retail Cloud workshop
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Get your head in the Cloud with our 'go-to-the-Cloud' action plan for future thinking Retailers.
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QuantiQ Retail Cloud workshop
- 3. why We inspire innovation We make business simpler We reward results
- 4. 0 o Great people do great things o Engaged teammates that focus on making business simpler o Ranked #9 in the UK’s Best IT Workplaces survey, highest ranking Microsoft Dynamics Partner Great People We use Dynamics everyday We getTECH Experience coupled withVISION Culture fuelled by our Values01 02 03 Why work with Us How we ensure client success…..every time o We have a passion for technology o 870 years of Dynamics experience o Members of Microsoft’s Early Advisor Programme to educate Product development o We run our business on Dynamics o Using the technology we advise our clients on empowers to refine solution architecture with real life experience o We pride ourselves on being a lifelong learning organisation o Adapting to new ways of working of encouraging our people to recommend the most suited technology and deployment options for our clients‘ competitive advantage 100% Microsoft Dynamics Focussed on your business outcomes
- 5. Product and Technology Experience Our Dynamics breadth D365AX NAVGPCRM BI Marketing Sales Customer Service Field Service Project Service Automation IoT BI Azure Cortana Analytics PowerApps Flow
- 6. RETAIL
- 7. History of Retail 1900’s 1900 Buy Local o local specialist stores o customer is served Early 1900 Dawn of Department Stores o wide range of goods, typically non-food o customer is advised and is served. o Mid 1900’s: shopping centres, lots of stores under one roof 60’s Supermarkets o Mainly food, lot of choice in one place. Customer serves themselves. o 1970s – Home Shopping and catalogues 90’s Internet Shopping o ecommerce begins o pureplay retailers as well as multi-channel 2010 • Omni-channel expectations, mobile boom – buy anywhere, anytime. Customer expectations increasing. • Rapid pace of change – social media, always on access, new demographic Through the ages
- 8. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations
- 9. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations 1 3 4 52 The Good ‘ol Days
- 10. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations 1 3 4 5 2 70’s Mail order
- 11. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return 1 3 4 5 2 6 Multi-channel Permutations Today
- 12. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return 1 3 4 5 2 Multi-channel Permutations Today
- 13. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations Today 1 3 4 5 2
- 14. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations 1 3 4 5 2 Today
- 15. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations 1 3 4 52 Today
- 16. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations 1 3 4 52 Today
- 17. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations 100’s of permutations
- 18. F Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Multi-channel Permutations 1 3 52 Today FAIL
- 19. Store Print Digital TV Store Call Centre Website Marketplaces Store Concessions Concessions Warehouse 3rd Party DC Presentation channels Transactional channels Delivery channels
- 20. Store Print Digital TV Store Call Centre Website Marketplaces Store Concessions Concessions Warehouse 3rd Party DC Presentation channels Transactional channels Delivery channels
- 21. Store Print Digital TV Store Call Centre Website Marketplaces Store Concessions Concessions Warehouse 3rd Party DC Presentation channels Transactional channels Delivery channels
- 22. Store Print Digital TV Call Centre Warehouse Research Choose Purchase Receive Use Return Karen’s Purchase 1 3 4 2 1
- 23. Easy to do online o Simple tracking through websites o Cookies to track activity before, during and after visit o A/B sites tailored to suit the client Harder to achieve in store o Permission to be identified o Reward for recognition o Loyalty schemes and promotions o How to track visit through store o Continue online activity in store Customer Recognition
- 24. o Define Stores o Define Devices o Apply Settings and check Configuration o Logon to URL o Activate o Trade Run the HOL using the Box devices and the URLs provided Deploying CLOUD POS
- 25. o HR? o Staff Hub o Manage Teams and allow members to collaborate o Access via mobile o Add tasks to a to-do list (individual or team) o Book holidays and manage shifts o Receive reminders and prompts on mobile o Files and Videos – training and updates Staff Management
- 26. CRM ERP Talent Retail Finance and Operations Project Service Automation Marketing Sales Field Service Dynamics 365 Customer Service INSIGHTS BUSINESS PROCESSES Microsoft FlowPowerApps Common Data ServicePower BI CLOUD CLOUD and EDGE LOCAL BUSINESS DATA Microsoft Dynamics 365
- 27. Omni-channel Workforce Management Intelligence & Analytics Order & Inventory Management Personalised Customer Experience Merchandising Capabilities Centralised Channel Management Dynamics 365 for Retail
- 28. Strengthens strategic planning and merchandising Omnichannel analytics Integrates supply chain management Unifies business processes across channels 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 0 0 1 Web Stores Mobile Social Call Center $ Employee App Welcome Inventory Orders My tasks Tap to view products Simplifies daily store operations Fosters brand loyalty with omni-channel customer experiences Empowers employees to provide outstanding service 6 key benefits of Retail
- 29. How To Position Reasons why a customer would be interested: o Faster deployment than other ERP systems o Retail only capabilities o Faster time to value o Ability to connect to Dynamics 365 applications, or other already in place ERP and Financial tools CIOCMOMerchandising Director COO VP of Stores Positive retail experiences Technology for business growth Demand on any channel Personalised and relevant offers Changing customer preferences What’s on the mind of Retail Leaders
- 30. Visual Studio integration Use Microsoft Visual Studio to develop your solutions. In preparation to the release of the new version of Dynamics, they’ve made the change to enable standard interoperability with other .NET languages and projects. Workspaces Workspaces improves the efficiency and productivity of Workers by allowing them to centrally manage the majority of tasks and actions related to channel deployment and operations. Manage Cloud deployment services The cloud deployment services provide the several new benefits such as reduced deployment efforts and complexity. Microsoft Office integration Microsoft is bringing new capabilities to increase the integration with Microsoft office that will let you create productivity solutions for your end users to maximise their time. Anytime, anywhere access A new redesigned UI standards-based web client that provides full set of functionality is introduced in this release. Monitoring & diagnostics Monitoring and diagnostics for Retail components is now available through the Operational Insights dashboard in LCS. New tools for performance evaluation and tuning The software development kit (SDK) lets you test and validate all critical business processes for performance in a single and, if applicable, multi-user test run. Task guides This is the first time that you have been able to exercise the Help system for Microsoft Dynamics. You can try some of the existing task guides and create your own. Topology automation Deploy the Developer topology with Developer and Build VM. Auto-configure Build VM to discover, build modules from Visual Studio Online VSO, and run tests. What’s new in the Microsoft Cloud
Notes de l'éditeur
- We make business simpler Working with QuantiQ gives you a partner that appreciates the mission critical nature of building intelligent business systems that spark productivity. QuantiQ is a leading Microsoft Dynamics partner, deploying industry leading CRM, AX, NAV and Analytics solutions in the Cloud, Hybrid Cloud and On-Premise. Providing business consulting, design, implementation and managed services, we have successfully deployed Microsoft Dynamics over 700 times. Making it easy for our clients to do business with us governs all we do, from the frequency and clarity of how we communicate progress to invoicing based on validated and approved time sheets. Our dedicated teams use our SWIFT DYNAMICS approach, with predefined documentation and fast-track deployment of functionality for new solutions or to replace ageing unsupported ERP and CRM technology…fast! We are specialists in Dynamics for Manufacturing Distribution eCommerce Life Sciences Pharmaceutical Professional Services Delivering solutions with the highest level of professionalism means we build strong client relationships whilst growing a team of smart innovative thinkers.
- We make business simpler Working with QuantiQ gives you a partner that appreciates the mission critical nature of building intelligent business systems that spark productivity. QuantiQ is a leading Microsoft Dynamics partner, deploying industry leading CRM, AX, NAV and Analytics solutions in the Cloud, Hybrid Cloud and On-Premise. Providing business consulting, design, implementation and managed services, we have successfully deployed Microsoft Dynamics over 700 times. Making it easy for our clients to do business with us governs all we do, from the frequency and clarity of how we communicate progress to invoicing based on validated and approved time sheets. Our dedicated teams use our SWIFT DYNAMICS approach, with predefined documentation and fast-track deployment of functionality for new solutions or to replace ageing unsupported ERP and CRM technology…fast! We are specialists in Dynamics for Manufacturing Distribution eCommerce Life Sciences Pharmaceutical Professional Services Delivering solutions with the highest level of professionalism means we build strong client relationships whilst growing a team of smart innovative thinkers.
- We’ve heard some great speakers today generating lots of ideas and excitement around technology and what the future holds. I’m going to try to bring some of these points together over the next 20-25 minutes and explore how QuantiQ can help our clients ensure successful outcomes of their business transformation projects. I’m fairly new to QuantiQ but have been involved in the Microsoft world of business solutions for a number of years. I’ve worked with NAV, AX, CRM, SharePoint and BI. I first got involved in ERP when I led an implementation for a small business in my early twenties (back in the day when we operated on a single server and still changed tapes every night for backups). I then moved partner side by which time I had 6-7 years of hands on business experience. I have worked on many projects and have experience in multiple roles including a number of practice management roles for both NAV and AX. I most recently worked end user for a couple of years to create an internal CRM capability for Lloyd’s of London. I intentionally wanted to move back to end user for a while to almost practise what I’ve been preaching for the past however many years. That two years has benefited me far more than I thought it would teaching me the importance of all of the things that we talk to our clients before they embark on technology projects. I have chosen to move back to the partner channel because I’m excited by the changes taking place through technology. I also believe that ERP can be delivered more efficiently and more effectively than it has been in the past. The approach that we take to implementing tech is something I’ve always been driven to try to continually improve. We sometimes get too caught up in doing things the tried and tested way due to contractual obligations given the size, scale and financial commitments of some projects. There’s a brave new world out there which is encouraging a different approach. Is there any such things as a BAU state any more or should we be ensuring we’re able to respond to change much quicker than we’ve done previously? Given the pace that technology is changing at I believe it’s critical that we learn how to implement and introduce changes much quicker than we’re used to doing. I believe that there are four areas where QuantiQ’s experience can fundamentally help to ensure successful outcomes for you, our clients. Our people and culture Our passion and abilities around technology The fact we are using tools and technology daily Our experience through previous projects, our clients and our people around methodology
- QuantiQ is one of a small number of companies with the capabilities to implement across the full Microsoft suite of applications. We have 294 Active Clients and 880 Deployments across the full range of Microsoft business applications. Technology is evolving at a much faster pace than it has ever done before and QuantiQ ensures that we keep pace with change. We do this through investing in training for our people and using tools wherever possible ourselves. We use CRM. We’re soon going to be adopting D365E for full PSA and resource scheduling. We use PowerBI throughout the organisation. We use other Microsoft tools extensively – OneNote and SharePoint We use VSTS to manage all of our developments and How does this benefit you? Our experience across all applications enables us to work with you to understand your needs and future strategy and to recommend the right solution dependent upon these We are familiar with Microsoft and how to manage technology changes throughout the lifecycle of a project. We have insight in to what is coming down the line with all of our consultants and developers ensuring they’re up to date with Microsoft roadmap. The richness of features and functionality has changed the focus of many projects to configuration, user adoption and business process change rather than long, drawn out development projects. Our teams will encourage you to stay as close to a standard product as possible to ensure your upgrade path, supportability and ability to adopt new features quickly in the future – a little more on this shortly.
- 1900s – Local specialist stores. Customer is served Early-1900s – Department stores – wide range of goods, typically non-food. Customer is advised and is served. Mid-1900s – Shopping Centres, lots of stores under one roof 1960s – Supermarkets – Mainly food, lot of choice in one place. Customer serves themselves. 1970s – Home Shopping and catalogues 1990s – Internet appears. Late in decade ecommerce begins 2000s – eCommerce expands – pureplay retailers as well as multi-channel 2010s – Omni-channel expectations, mobile boom – buy anywhere, anytime. Customer expectations increasing. Pace of change increasing – social media, always on access, new demographic
- Research on TV and in catalogue Accesses Website to finalise decision and make purchase Contacts Call Centre to alter to collect in store Arrives in store to complete purchase
- A new approach is required – one that: Fosters brand loyalty with omni-channel customer experiences Empowers employees to provide outstanding service Simplifies daily store operations Strengthens strategic planning and merchandizing Integrates supply chain management Unifies business processes across channels Transition: Let’s take a closer look at what the modern customer journey looks like
- “Keeping up with rapidly changing customer preferences feels out of reach with my current forecast methods” New Retail Customers Faster deployment than other ERP systems Retail only capabilities Faster time to value Ability to connect to Dynamics 365 apps, or other already in place ERP and Financial apps Existing AX Customers focusing on Retail Don’t need to purchase Operations, just take advantage to expand to Retail Faster deployment than other ERP systems Faster time-to-value Ability to connect to Dynamics 365 apps, or other ERP and Financial apps they already have in place Continue capturing new retail customers with simplified retail message through key differentiators. Bring existing installed base to the cloud with a modern retail offering with simplified deployment, configuration and operations. Leverage existing Retail GTM including account planning, GEP and retail solution maps The Key differentiators are that this offers true out of the box omni-channel retailing; Intelligent forecasting and product recommendations; Enhanced in-store digital experience; Power of the Microsoft cloud (security, SLA, scale, BI and mobility) Merchandising Director Retailers have large volumes of data on their customers’ shopping behavior, but they don’t necessarily have the right tools to interpret that data or know what to do with it. Data about customers and their shopping behavior history, combined with their social media activity data, can be analyzed and help the retailer add value to the shopping experience. The Internet of Things (IoT) provides retailers with great opportunities to capture new customer insights about in-store behavior in real time but also poses challenges, as implementing an IoT strategy can seem complicated and expensive. Retailers need to use digital strategies to implement the type of customer pre-purchase insight that previously was only available online, which will help them stay relevant to their customers through personalized engagement that drives conversion, basket size, and inventory performance at the shelf edge. COO To keep the lights on, COOs need to make sure they can integrate all channels into a seamless shopping experience – whether the customer is in the store, online, on mobile or social, or browsing a catalog. While online stores have long been predicted as the death of the brick-and-mortar store, the reality is that the majority of retail sales are still generated in-store. And, over half of consumers want to use digital devices in-store. Increasingly, a retailer's success is directly tied to their ability to provide relevant, accurate product information in-store, online, and via mobile to deliver the personalized experiences that will keep customers satisfied. VP of Stores Workforce is one of the top investments for retailers, but also potentially one of their biggest assets. In retail, empowering employees to provide a high level of customer and guest satisfaction is the key to growth, profitability, and competitive advantage. In an industry with higher-than-average employee turnover, retailers recognize the harmful effects of employee churn—including wasted training time, fragmented teams, and lower sales. A dissatisfied or unengaged employee can negatively impact sales. The retail industry has one of the highest turnover rates—especially when considering seasonal staffing. This is important for training times as well as use of technology to help people do their jobs better and empower them to provide excellent customer service. CMO In some ways, the digital experience is surpassing the in-store experience, which is an expensive alternative and difficult to scale. To be competitive, retailers must explore ways to add value to the customers’ shopping experiences by combining the best of digital and physical retailing to provide a consistent experience across shopping channels. Retailers must engage customers with unique, interactive ways to share their purchases with friends, and provide digital experiences in stores across a variety of devices from smart phones to digital signs. And retailers must deliver personalized and targeted offers. CIO Retailers face complex regulatory, sustainability, security and localization challenges. Business is moving at an accelerated pace, technology has become increasingly complex, and competition is greater than it has ever been. Retailers struggle to respond to the rapidly changing business needs and competitive landscape due to a wide range of impediments created by their legacy business models and technology. Data breaches and data privacy concerns can divert limited resources away from priorities that power the business, fuel growth, and delight the customer. Companies need systems that are reliable, secure, and scalable by default so they can focus on innovation in a manner that is agile and responsive to business needs. Silos of systems and data hinder innovation and prevent retailers from delivering the desired seamless channel experiences.
- We make business simpler Working with QuantiQ gives you a partner that appreciates the mission critical nature of building intelligent business systems that spark productivity. QuantiQ is a leading Microsoft Dynamics partner, deploying industry leading CRM, AX, NAV and Analytics solutions in the Cloud, Hybrid Cloud and On-Premise. Providing business consulting, design, implementation and managed services, we have successfully deployed Microsoft Dynamics over 700 times. Making it easy for our clients to do business with us governs all we do, from the frequency and clarity of how we communicate progress to invoicing based on validated and approved time sheets. Our dedicated teams use our SWIFT DYNAMICS approach, with predefined documentation and fast-track deployment of functionality for new solutions or to replace ageing unsupported ERP and CRM technology…fast! We are specialists in Dynamics for Manufacturing Distribution eCommerce Life Sciences Pharmaceutical Professional Services Delivering solutions with the highest level of professionalism means we build strong client relationships whilst growing a team of smart innovative thinkers.