Training Guide for Inzalo PLP Management

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Training Guide for Inzalo PLP Management
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PLP Management Training

• This guide has been prepared to demonstrate the
  use of the Inzalo Intranet
• based PLP Management applications.
• TRAINING SECTIONS
• Access PLP Clients
• PLP Scorecard
• Searching for PLPs
• Add New PLP Clients
• This manual assumes
• Application users are familiar with web browsers
  -- e.g. all drop-down keys contain additional
  information and all field names have help screens
• Users have knowledge of basic eMpower file lookup
  functions e.g. client name and UTi employee
  name retrievals from search boxes.

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Key Concepts
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Section 1

• ACCESS PLP CLIENTS
• This section describes how to login to the PLP
  system on Inzalo and how to display the accounts
  that have been registered as PLP clients.
• Training Segments
• Inzalo logon.
• Display all PLP accounts.

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• Access PLP Clients Inzalo login
• From the inzalo.go2uti.com home page, enter your
  MyUTi login name password details.
• Select the PLP then PLP Home Page under
  Applications.

1. Click on PLP, then PLP Home Page under
   Applications

1. Enter Inzalo Login ID and Password

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• Access PLP Clients Initial Display Screen
• The initial display will show all PLPs
  associated with the users geographic or global
• responsibilities. For this example, the FRA
  branch manager has logged into the system.
• Click on the Display_All link to display all PLP
  client records registered in the system.

Heading shows FRA default display.
Click link to display all PLP clients.
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• Access PLP Clients Display All Clients
• This display will show all PLPs registered in
  the PLP Management System
• The geographic fields (branch / country /
  region) indicate the level of PLP authority. For
• example record 2 below is assigned a
  relationship at the Germany country level.

Blank branch field with country populated
indicates Country level PLP
Global PLP indicator
Blank country field with region populated
indicates Regional level PLP
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Section 1 Summary
You are now familiar with how to access your PLP
client information and retrieve all of the PLP
records in the system. Congratulations ! In the
next section, we will demonstrate how to display
and understand the detail tracking information
that has been entered for a PLP client.
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Section 2

• PLP SCORECARD
• This section describes how to the detail
  scorecard information for an account that has
  been registered as a PLP.
• Training Segments
• Find PLP documents.
• PLP Scorecard Information.

Only authorized Inzalo users can display the
detail scorecard information.
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• PLP Scorecard PLP Display Screen
• To display the detail PLP relationship
  information for the account, click on the
  document
• icon located to the left of the account name.
• Note the document icon will only be displayed
  for authorized users. The PLP scorecard contains
  secured competitive information

If you do not see the document icon, then you do
not have access to the scorecard information.
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• PLP Scorecard Scorecard Overview
• The PLP Scorecard contains the account rankings
  and revenue amounts.
• An overall PLP score is calculated by the system
  and is based on relationship score, revenue
  share percentage, and position within the account
  as a service provider.

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• PLP Scorecard Scorecard Products
• The PLP Scorecard revenue and business share
  information is separated by logistics products

Traditional Freight Forwarder products Air,
Ocean, and Brokerage Contract Logistics reflects
warehousing and distribution activities. Order
Managment reflects uOrder activities Consulting
position includes supply chain planning and 4PL
services, etc.
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• Display PLP Information Scorecard Rankings
• The Relationship Score is selected from pre-set
  table values (click slide to see inset).
• The Competitive Position reflects our position
  as a service provider within the account.
• Scorecard totals are calculated based on the
  detail values entered on the sheet.

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• PLP Scorecard Scorecard Revenue
• The Current Gross Revenue reflects the customers
  spend with UTi for the specific product
  category.
• They Current Spend reflects customer total
  logistics spend with all service providers.
• The Potential is the amount that is currently
  spent with other providers.

Click options to modify or delete scorecard
Only authorized Inzalo users will see the link
for modifying scorecard.
Total overall spend by customer for logistics
services
This column reflects total customer spend with UTi
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Section 2 Summary
You are now familiar with how to review and
understand the many components of the PLP
scorecard. Congratulations ! In the next
section, we will demonstrate how to use various
criteria to search for PLP clients in the Inzalo
system.
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Section 3

• SEARCH FOR PLP CLIENTS
• This section describes how to search for PLP
  clients and documents based on various selection
  criteria.
• Training Segments
• Search options.
• Branch Lookups.

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• Search for PLP Clients Initial Display Screen
• The initial display will show all PLPs
  associated with the users geographic or global
• responsibilities. For this example, the FRA
  branch managers has logged into the system.
• Click on the Search link to query for PLP client
  records registered in the system.

Click link to search for PLP clients based on
various parameters.
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• Search for PLP Clients PLP Search Client Name
• The default search screen allows for queries
  based on several different PLP attributes.
• Click on the arrow associated with Client Name
  to select a client that has been registered in
  the PLP system.
• Select the client name and then Click on the
  Search button.

Click arrow to list clients registered in the PLP
system
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• Search for PLP Clients PLP Display Screen
• The Search function will result in the display
  of a hit list with all matching records for the
  criteria selected. The user can see which
  accounts are identified as PLPs.
• PLP scorecard information is only available for
  authorized viewers. The scorecard document icon
  will appear for authorized users.

User is not authorized to view scorecard
Page contains all of the matches for the client
name selected
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• Search for PLP Clients PLP Search Owner
• Click on the arrow associated with Relationship
  Owner to select a UTi employee that has been
  designated for ownership of a PLP account.
• Select the employee name and then Click on the
  Search button.

Click arrow to list users registered as PLP
relationship owners
Select employee name from dropdown box
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• Search for PLP Clients PLP Search Region
• Click on the arrow associated with Region to
  select a UTi operating region that has been
  designated for ownership of a PLP account.
• Select the desired region and then Click on the
  Search button.

Click arrow to list UTi region names
Select region name from dropdown box
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• Search for PLP Clients PLP Search Region
• The Search function will result in the display
  of a hit list with all matching records for the
  criteria selected. The user can see the PLPs
  registered for the region that was selected.

Page contains all of the matches for the region
selected
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• Search for PLP Clients PLP Search Branches
• Click on the arrow associated with Branch to
  display the Branch Lookup window. You may also
  click on the branch entry field.
• Enter the first few letters of the branch name
  and click on Search button.
• Select the branch entry in the hit list by
  clicking on the 3-digit branch code.

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Section 3 Summary
You are now familiar with all of the various
search options available when attempting to
locate PLP clients on Inzalo. Congratulations
! In the next section, we will demonstrate how to
add a PLP client to the Inzalo system.
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Section 4

• Add New PLP Client
• This section describes how to add a new PLP
  client to the system.
• Training Segments
• Retrieve Client CMF record
• Relationship Scores
• Competitive Positions

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• Add PLP Client PLP Display Screen
• The initial display will show all PLPs
  associated with the users geographic or global
• responsibilities. For this example, the FRA
  branch managers has logged into the system.
• Click on the Add PLP Client link to the new PLP
  entry screen.

Click link to add a new PLP client to the system
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• Add PLP Client Control Information
• Click on green search arrow to lookup valid
  client names.
• Enter first few letters of the client name in
  the PLP Lookup Client popup window and
• click on the matching entry.
• Search for Relationship Owner and Sponsor by
  clicking green arrows and entering user last
• name in the PLP Lookup User window.
• Region, Country, and Branch default to user
  assignments.

Click arrow for client popup window
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• Add PLP Client Relationship Score
• Click on the green arrow for the Relationship
  Score box and the popup window will be
• displayed
• Click on the appropriate relationship score
  number in the popup window. The popup will be
• closed and the score will be populated on the
  entry form.

Click arrow for score popup window
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• Add PLP Client Detail Scorecard
• The global, region, country, and branch
  indicators are allowed for entry based on the
  authorization level of the user. For branch
  managers, the global, region, and country levels
  default to the user logon and cannot be changed.
• Enter the UTi competitive ranking for each
  product.
• Enter the customer spend with UTi and the total
  customer spend on logistics (each product).
• Click on the Add button when all information has
  been entered.

Geographic information defaults to user logon
Enter competitive position for air services e.g.
1,2,3
Enter total customer spend on air services (with
all providers)
Enter customer spend with UTi on air services
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Section 4 Summary
You are now ready to add a new PLP client to the
PLP management system on Inzalo. Congratulations
! This concludes the training template for the
PLP Management function.