Advant Technologies Group, LLC Retail Activity Database

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Advant Technologies Group, LLCRetail
Activity Database Management System(RAD)Manag
er Module
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Contents

• What is RAD?
• Who is using RAD?
• What are the primary services of RAD?
• Manager Module Top 10 Overview
• Additional Information

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What is Retail Activity Database and Management
System?

• The Retail Activity Database and Management
  System (RAD) is a web enabled retail software
  system developed by Advant Technologies Group
  specifically with Comcast operations in mind
• RAD is designed using best-of-breed technologies
  Microsoft .NET, SQL Server database, Excel as the
  front end, and Microsoft Extensions for Web
  remoting . RAD is highly adaptive and can
  interface with multiple systems and databases,
  such as GetConnected, Digiterra, CSG, and ICOMS.

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Who is using RAD?

• Comcast Retail Sales Group of New England managed
  by Steve Kochakian has been using RAD for over
  1.5 years now. RAD has provided Steve and his
  group with high ROI by
• streamlining and automating various key retail
  processes, functions and reports
• enabling a single, timely, unified and actionable
  view of all retail activities in the region
• RAD pilot has also been installed in Southern CA
  for the Non-Traditional Sales Group managed by
  Jim Adams.

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What are the primary services of RAD?

• RAD consists of 3 key components (or modules)
  interconnected to each other
• Manager Module (used by managers)
• Representative Module (used by reps)
• Retact Web Integration Module (used by managers
  and reps)
• RAD modules are designed to work with PCs,
  PDAs, and mobile phones

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Manager ModuleTop 10 Overview

• Assignments Management Interface
• Goal Board. Bridge between Corporate Goals at
  Chain Level, Current Goals, Budget and Actual
  Sales.
• Managers view on Account Profiles and Checklist
  at Visit.
• Sales Evaluation Utility. Evaluation of sales
  detailed at Store, Representative, and Area
  levels using corporate and other resources.
• Corporate Transactions, Monthly Gross Sales
  Evaluation Utility.
• Performance Reports Utility
• Ranking and Coordination Utility
• Schedules and Reports, Team Schedules Utility.
  Personal and Consolidated Daily Call Reports
  (DCRs).
• Schedules and Reports, Retail Commissions Utility
• Goal Planning Utility

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1. Assignments Management Interface
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Assignments Map
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Assignments MapBest Buy
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Assignments Interface
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Assignments Interface (cont.)
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Key BenefitsAssignments Management Interface

• The tree structure of Assignments Management
  Interface makes it easy to establish and monitor
  chain, store, representative, and other
  information.
• The system maintains historical information by
  conducting automatic code backups. This allows
  for various types of trend analysis and reporting
  without interrupting current operations. For
  example, its possible to jump into prior months
  and re-evaluate commissions, rebuild comparison
  and performance reports, etc. These historical
  assignments stay intact and independent of any
  changes.
• RAD provides a dynamic way to reflect
  multi-month assignment changes in one report.

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2. Goal Board Utility
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Goal Board Utility
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Goal Board Utility (cont.)
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Goal Information Reporting Form
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Key BenefitsGoal Board Interface

• Makes it easy to set goals
• Connects current goals for each representative
  with budget, actual sales and corporate goals
• Breaks down goals by store and representative
• Allows to change and make projections of the
  current goal. The Lock/Unlock functionality is
  designed to protect users from possible errors.
• Allows to transfer goals over to all key reports,
  such as Evaluation, Daily Sales Activity, Gross
  Sales Monthly, Performance Monthly, and Ranking.
  This transfer takes a few minutes.
• Goal modifications can be made directly on the
  Goal Info Reporting Form.
• Goal Board supports e-tail goals by area.

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3. Account Profiles and Checklist at Visit
Utility
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Account Profile Utility
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Account Profile Utility (cont.)
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Sales Checklist at Visit Utility
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Key BenefitsAccount Profiles and Checklist at
Visit Utility

• Account Profiles and Checklist at Visit utility
  allow a manager to review and modify
• registered sales
• training issues
• POP merchandise at visit
• other factors

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4. Sales Evaluation Utility
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Sales Evaluation UtilityBy Store
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Daily Sales Reporting FormSummary
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Daily Sales Reporting Forme-tale
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Daily Sales Reporting FormRepresentative
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Sales Evaluation UtilityBy Representative
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Evaluation Summary
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EvaluationBy Chain (Best Buy)
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Sales Evaluation Utility By Sales Area
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Evaluation by Area Summary
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Evaluation by Area Summary Graphs
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Evaluation by Area Area Graphs
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Evaluation by Area Regional (East)
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Key BenefitsSales Evaluation Utility

• Its a fundamental tool that produces 3 major
  types of reports Sales Detailed by Store,
  Representative and Sales Area.
• It applies the retail/e-tail sales data from the
  corporate and other global level resources and
  brings it to the level of divisional assignments.
• This utility discovers Unassigned Sales, in
  particular, migrated sales.
• This utility evaluates both retail and e-tail
  sales
• Provides comparison graphs for each chain
• As part of RAD web integration, a manager can
  send all Sales Evaluation Reports to all
  recipients. All in private context, all on one
  click.
• This utility does it all in a few minutes

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5. Corporate Transactions Utility
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Corporate Transactions UtilityMonthly Gross
Sales Evaluation
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Corporate Transactions UtilityGross Sales
Evaluation (Retail NE)
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Monthly Gross Sales EvaluationMonthly Break Out
Retail/e-tale
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Monthly Gross Sales EvaluationRoll-Up (Graphs)
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Key Benefits Corporate Transactions, Monthly
Sales Evaluation Utility

• This tool is an essential part of RAD Sales
  Evaluation automation on a quarterly basis. It
  provides Monthly Gross Sales roll-up evaluation
  at chain level in the annual quarterly format.
• The report includes Monthly Breakout by retailers
  and e-tailers, as well as sales activity
  evaluation metrics for retail and e-tail by
  product.
• It calculates CHSI, CDTV per door metrics based
  on a number of actual assigned accounts for each
  month.
• It includes retail/e-tail forecast per chain on
  monthly basis with timing comparison graphs of
  goals vs. actual performance per chain.

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6. Performance Reports Utility
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Performance Reports Utility Store Level by Reps
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Performance Reports Utility Store Level by Reps,
Summary
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Performance Reports Utility Store Level by Reps,
Rep Specific
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Performance Reports Utility Area Centric
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Performance Reports Utility Regional Summary
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Key BenefitsPerformance Reports Utility

• This option is a high level Sales Performance and
  Comparison tool. It consolidates Actual Sales,
  Goals and Budget information in 2 annual formats
  Regional Summary by Area and Summary detailed by
  Assignments.
• These reports present information in a monthly
  format for retail and e-tail sales with
  variance t goal and budget.
• The whole process of creating and updating of
  these reports takes a few minutes.
• These reports allow for selective updates by
  months.
• As part of RAD web integration, a manager can
  transfer all archived Performance and Comparison
  reports to all recipients. All in private
  context, in one click.

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7. Ranking and Coordination Utility
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Ranking and Coordination Utility Ranking Report
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Ranking and Coordination Utility Store Ranking
Report
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Ranking and Coordination Utility Ranking Report
(by Rep)
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Ranking and Coordination Utility Coordination Map
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Ranking and Coordination Utility Coordination
Map (Summary)
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Ranking and Coordination Utility Coordination
Map (by Rep)
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Key Benefits Ranking and Coordination
Utility

• The Ranking and Coordination tool allows for two
  rank types Store and Field Rank. The Store Rank
  can be established by the Retail Channel Manager
  via RAD standard Assignments interface. The Store
  Rank allows to control short term planning
  activities and resources such as number of trips
  and store visits per month.
• Unlike Store Ranking, the Field Ranking is a
  product of actual sales performance. Given
  division, the Ranking Utility evaluates Field
  Ranks for each store using sales evaluation data
  of the three prior months. Manager uses Field
  Ranking to project future activities and make
  sales predictions for the next three months.
• The Ranking Utility generates two types of
  reports Ranking Report and Coordination Map. The
  Ranking Report contains Store and Field Ranks at
  store level and other relevant sales performance
  data. It also represents ranks at Sales
  Representative level of assignments.
• The Coordination Map is a storage of Rank data on
  monthly basis. It presents an integrated Rank
  information in convenient, comparative manner
  along with the following factors Weekly Sales
  Calls, Monthly Estimated Store Hours, Assigned
  Doors, and Total Doors Ideal Headcount.

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8. Team Schedules Utility
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Schedules and Reports Team Schedules
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Schedules and Reports Team Schedules (Summary
for a Rep)
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Schedules and Reports Team Schedules (Personal
DCR)
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Schedules and Reports Team Schedules (Weekly
Schedule)
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Key BenefitsTeam Schedules Utility

• This utility is the most essential part of the
  evaluation of each Reps personal activity. It
  allows a manager to access and evaluate personal
  Weekly and Daily Call Reports (DCRs).
• This utility is empowered with multiple
  evaluation metrics.
• This utility allows for consolidation of the
  personal DCRs on monthly basis and provides with
  consolidated metrics and comparison graphs.
• As part of RAD web integration, a manager can
  send all archived DCR reports to all recipients.
  All in private context, in one click.

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9. Retail Commissions Utility
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Schedules and Reports Retail Commission Utility
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Retail Commission Utility Commission Rep Info
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Key BenefitsRetail Commissions Utility

• Provides Retail Commissions Individual Reports
• Provides the Retail Commissions Payment Form
  consolidated document for the manager
• This utility applies multiple data resources
  starting from the Sales Evaluation Reports and
  Goals and ending with Rep Info Files.
• The whole process of calculating commissions is
  done in a dynamic fashion. It takes a few minutes
  and can be updated at any time. Manually, this
  work would take hours if not days.
• As part of RAD web integration, the manager can
  upload all archived individual commission reports
  to all recipients. All in private context, in one
  click.

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10. Goal Planning Utility
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Goal Planning Utility
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Goal Planning Utility (cont.)
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Key BenefitsGoal Planning Utility

• RAD maintains all monthly assignments separately
  so that it is always possible to re-evaluate
  sales activity for prior months using latest
  sales data. The Goal Planning utility allows a
  manager to pre-build /set goals for incoming
  future assignments.
• This utility provides extremely useful planning
  options, such as full access to the Goal Board
  for planning the Future Goals and Sales Activity
  Reports basic report structure used for sales
  evaluation.
• Using this utility, a manager can save a lot of
  time while performing crucial steps for incoming
  months. This eliminates beginning of the month
  bottle neck effects and enables for smooth
  transition from month to month operations.

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Additional Information

• The purpose of this document is to provide a high
  level
• outline of some of the key functions and services
  of RADs
• Manager Module. This document is not intended to
  provide
• complete and/or detailed information.
• For all additional information, please contact
• Advant Technologies Group, LLC
• Attn Paul Borenstein, Partner
• Tel. [phone]
• Fax [phone]
• paul.borenstein_at_advant-group.com