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WALDO provides a suite of products and services, including calls, conferences, data management, client services, documents, billings, and more. With qualified professionals and state-of-the-art technology, WALDO offers the benefits of technology with a human touch. Enhance your competitive advantage and profitability with WALDO.
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PRESENTATION 1 OCTOBER 2008 WALDO Products & Services
WALDOServices As “”As you like it” WALDO is there for you simply at the touch of a finger calls, conferences, data, business intelligence, client services & management, documents, books & records, billings, contacts, calendars, meetings, websites, blogs, newsletters and brochures Your personal technology & personal staff on call 24/7 Qualified Professionals State of the Art Technology
Why WALDO?Harnessing Technology Benefits------ But Keeping the Human Touch WALDO is ---------- Harnessing the benefits of today’s technology While adding back the human touch • Technology -- Technologies continue to change the nature of personal and business communications: • The “e” Factor -- eMail, eCommerce and eBusiness – making efficiency and personal access critical • Networks -- The fully networked executive and decentralized office – affecting all elements of where and how we work • On-Demand Expectations -- Distributed and on demand models of production and delivery – creating on-demand expectations for individual communications and for delivery of services and products • Complexity and Pace -- The complexity and continually increasing pace at which technologies are developing and changing the way that we work, do business or even think --- is amazing • Controlling and Using Data -- Within this fluid environment, effectively managing and controlling the data that affects your business, along with the processes that facilitate intelligent use of the data --- is critical. • Improving Productivity and Efficiency -- Dramatically improving the productivity of your information and the efficiency of your workflow -- creating a fully integrated work environment -- is absolutely necessary. • Personal Interaction -- Retaining and adding to the depth of the human “touch and feel” elements of your business – in all are areas of personal and business interaction -- is vital.
Why WALDO?Client Services Expertise WALDO is: Process and Methodologies Domain Expertise Tools and Technologies • WALDO service offerings focus on delivering value and business results in a cost-effective manner. • WALDO services allow clients flexibility to define the terms of engagement specific to their needs. • Each WALDO service is staffed by seasoned professionals. • A disciplined approach to defining services enables WALDO to successfully deliver superior results to clients – whether personal, professional or business • Every WALDO service is a synthesis of the processes and methodologies, domain expertise, and the tools and technologies required to execute successfully
Why WALDO?Overview WALDO Client Benefits Enhancing your competitive advantage and profitability Valuable efficiencies in your activities and businesses Improving and maintaining your quality of service delivery Accessing and using effective technology Accessing and using expert / human services and support Significant cost savings WALDO Services Model Extended enterprise model, co- sourcing Suite of proven and cost effective technology solutions. Seamless and flexible solutions delivery Integrated technology and human interface and support services Tangible business value to individuals and organizations WALDO Products & Services Full Spectrum Communications Services Full Spectrum Business Services Complete Call center services Client relationship management tools Deep range of B 2 B client support Direct B 2 C customer support Administration & operations support Data entry, storage, syntheses and mining Broad based marketing support Specialized and expert research WALDO Characteristics Business process expert Reliable partner Extensive capabilities in technology Deep domain expertise Significant Expert / human services and support capabilities In-depth knowledge of international markets Strong on the ground presence in the USA and India
WALDO Capabilities • WALDO includes: • WALDO Front End • Personal Assistant resource • Web and eCommerce, • Multi-lingual and multi-media capabilities • Customer Relationship Management (CRM) • POS systems • Business Intelligence • WALDO Back End • Comprehensive Oracle and SAP Applications • Accounting, Logistics, Inventory, Distribution and Operations capabilities • WALDO General Services • Telephone and scheduling services • Desk-top publishing • Media distribution - video and film • Global media delivery • Customer service center WALDO Overview WALDO is a products & services suite (Web, Administration, Logistics, Distribution & Operations) The WALDO client selects the specific capabilities and resources necessary to the client’s activities or business. Individual WALDO ‘s focus is on the individual, whether a professional, a line executive or a staff member. Tools and resources are provided that provide a personal assistant for all major activities Access is provided to the systems and processes the business needs to run effectively Technology WALDO is a suite of technologies and human services WALDO packages, manages and maintains all required front and back end technology and service requirements WALDO provides the resources required as a packaged service • Templates are in place for what is required (in Oracle, SAP and other industry recognized platforms). • Time requirement for implementation is short • Service centers are engaged
WALDOProduct & Services Tiers WALDO’s Three Tiers • WALDO Personal • Individual Requirements • Small Group Requirements • WALDO Professional • Personal Services Requirements • Business Services Requirements • WALDO Business • Business Products Requirements • Business Services Requirements It all comes down to the person and the technology
WALDO Personal Services - “as you like it” • WALDO Personal • Individual Requirements • Small Group Requirements
WALDOPersonal Services As Is This You? WALDO is there for you simply at the touch of finger calls, conferences, documents, books & records, billings, contacts, calendars, meetings, websites, blogs, newsletters and brochures – your personal staff on call 24/7
WALDOPersonal Services Or is This You? “As you like it” WALDO tracks and indexes your documents, sets up and maintains your files, and even keeps your books, records and billings – using state of the art systems and qualified professionals – with proven security and private access WALDO manages all your calls, returns calls , and sets up web meetings and teleconferences – using and assisting you in using the latest cost effective technologies WALDO will set up and maintain your website, write your blog, do any research for you, and publish your newsletters and brochures – professionally and on-demand WALDO takes your notes, manages your emails, sets up your meetings, updates your contacts and calendar -- and is there to do whatever is necessary - letting you know what is important to do and when - personally WALDO is there for you simply at the touch of finger calls, conferences, documents, books & records, billings, contacts, calendars, meetings, websites, blogs, newsletters and brochures – your personal staff on call 24/7
WALDOPersonal Services Personal Assistant As “ WALDO takes your notes, manages your emails, sets up your meetings, updates your contacts and calendar -- and is there to do whatever is necessary - letting you know what is important to do and when - personally WALDO is there for you simply at the touch of finger
WALDOPersonal Services As “ Telecoms & Media WALDO manages all your calls, returns calls , and sets up web meetings and teleconferences – using and assisting you in using the latest cost effective technologies WALDO is there for you simply at the touch of finger
WALDOPersonal Services Documents, Books & Records WALDO tracks and indexes your documents, sets up and maintains your files, and even keeps your books, records and billings – using state of the art systems and qualified professionals – with proven security and private access WALDO is there for you simply at the touch of finger
WALDOPersonal Services Website & Marketing Support WALDO will set up and maintain your website, write your blog, do any research for you, and publish your newsletters and brochures – professionally and on-demand WALDO is there for you simply at the touch of finger
WALDOServices Management – Personal Service • Billing policies - Clients are charged at the beginning of each month worked for designated services. • Credits owed due are credited against future invoicing. • Depending on where Clients are located, WALDO reserves the right to collect state and local sales tax. • Payment accepted by credit card, direct debit or wire transfer. Invoice and check based payment available under slightly different terms. • Cancellation policy - Clients may cancel the service at any time with 90 days written notice Billing Policies Client Support • Dedicated Supervision • Cross-training and cross support • All deployed staff assigned to teams of similar skills • Client accessible items • Full-time deployed staff supervisor, small team size • Full-time unit manager for firm size engagements • Dedicated customer satisfaction representative • Dedicated technical support associate • Deployment phase customer service • Support from a dedicated customer deployment specialist • Connection preparation from a dedicated technical specialist • Physical infrastructure and support included WALDO warrants that the supplied staff member will have all skills necessary to execute the general level of tasks for the position purchased.. WALDO uses the current position names and definitions generated by the US department of Labor, Bureau of Labor Statistics, as the standard definition for all position requirements
WALDO Professional Service • WALDO Professional • Personal Services Requirements • Business Services Requirements
WALDOProfessional Service WALDO Professional Service Tailored to professionals, including lawyers (with special elements) Addresses the particular needs and requirements of the professional / fir WALDO ____ Hardware Software Human Services Platform Virtual Interface Human Interface Projects Provision Products Provision Services & Support Activities 24/7 Menu of pricing by function and service; monthly / other payment Malpractice avoidance / customer relationship maintenance process WALDO Professional Services Package: Proven functionality / usability Professional support as a service and a "package" offering Hardware and software specification for Professional Back-end professional and client support, including Data Warehouse, Professional CRM & Business intelligence WALDO is there for you simply at the touch of finger
WALDOProfessional Service Professional WALDO ____ Hardware Software Human Services Platform Virtual Interface Human Interface Projects Provision Products Provision Services & Support Activities 24/7 Clients Firm / Company Professional & Client WALDO / Dashboard Direct Client Interface Telephone / Video Calls Conference Calls / Tele & Video Emails / Text -- Communications Mail -- Mail / Scanned Materials Document Transfer -- To / From Meetings - Face to Face / Virtual Training / Virtual Calendars Professional Activity Client Project Activity Tracking Client "Mailbox" and "File Drawer" Portal, Web Site, Materials Access Professional & Firm Marketing Web Site Professional & Firm Skills, Services & Expertise Blog Professional & Firm Marketing Materials. Newsletters, A/V Products WALDO is there for you simply at the touch of finger
WALDOProfessional Service Professional Professional & Client WALDO / Dashboard WALDO ____ Hardware Software Human Services Platform Virtual Interface Human Interface Projects Provision Products Provision Services & Support Activities 24/7 Professional & Firm CRM Client Support Marketing Tools Communication Tools Product Creation Professional & Firm Time & Billing Documents Research Business Intelligence Firm / Company Clients Data Warehouse Support WALDO Services Center --- Services & Support Direct Assistant Support, Team Support (Project & Product), Call Center Support, 24/7 Service Support & Activities Monitor-- Telephone, Email and Scheduling Updates / Notices Administrative Specific Services Telephone, Email, Scheduling, Other Project Specific Services Research, Documents, Letters, Other Product Specific Services AV, Books, Brochures, Pod Cast, Other WALDO is there for you simply at the touch of finger
WALDOProfessional Service • WALDO --- Eco-skeleton ---- Listing of Services & Products • 1. Professional dashboard & business portal -- general capabilities • a. Portal use as public and client interface -- mailboxes, communications • b. Professional services and employee activity / support -- off site • c. Web and web site development, maintenance -- full expert support • d. Telephone support -- calls, call forwarding, call recording, conferencing • e. Audio and Video support -- meetings, conferences, training, professional material • f. Document storage and retrieval tools, support -- full data warehouse services • g. Email / other mail push, storage and retrieval -- set-up, monitoring, maintenance • h. Relationship management / collaboration tools / networking -- CRM systems • i. Use of avatar / voice synthesizer on avatar [WALDO] -- unique interfaces • 2. Website (independent or in collaboration) -- general capabilities • a. Site Development / use of templates • b. Content / development • c. Site Update • d. Site Maintenance • e. General Site Support • f. Wide functionality capabilities • 3. Administrative services to professional, staff and his / her clients • 4. CRM provisioning and client support activities for professional / firm • a. Client data, client matter, client status, key issues; new client package (including client agreement) • b. Rules based client acquisition and retention staging and process (e.g. Siebel); auto-feedback tools • 5. Business intelligence services; synthesis of data - dashboard • a. Client database and data / access -- Data Warehouse, synthesis and CRM • b. Client acquisition tools -- integrated client acquisition support • c. Client retention tools -- close tracking of all client activities / support • d. Client profitability tools -- analysis capabilities of clients, billings and services • e. Practice / services evolution support -- assistance in client / services upgrades • 6. Professional sales / marketing activities (independent / collaboration) • a. Marketing materials preparation --- in collaboration or on outsource basis • b. Desktop publishing items; downloadable (brochures, other) -- ease of access • c. Audio - Visual programs / provisioning --- broad based capabilities for professional • d. Marketing communications materials / support -- full outsource capabilities • e. Product sales availability / tracking systems (for professional and support materials) • f. Email / information generation / support (public / client) – auto-response • 7. General projects and to do lists / systems and support • a. Daily, weekly and monthly views of all projects and activities • b. Input by professional or service provider --- project tools and services provisioning • c. Input by keyboard or voice; virtual output -- not device centric • 8. Calendar / professional and personal activities systems and support • a. Meetings / conference creation and support -- calendaring, set-up, recording • b. Calendar of appearances (public) -- to professional, clients, others as appropriate • c. Calendar of appearances (court; if lawyer) (client meetings) -- to professional, staff • d. Events creation and support -- actual development and scheduling of events • e. Other activities -- as required by professional and activities WALDO is there for you simply at the touch of finger
WALDOProfessional Service WALDO --- Eco-skeleton ---- Listing of Services & Products 9. Documents and client files input / storage / retrieval / reformatting 10. Professional and general research material / library / files / search • 15. Product creation - advanced services for professional • a. Speeches --- research, outlines, materials • b. Audio Video (high quality digital speech /l video) • c. Training programs • d. Instruments / Surveys • e. eBooks publishing • f. Books publishing --- research, outlines, materials • g. Brochures publishing -- formatting, materials • h. White paper publishing -- research, outlines, materials • i. Articles publishing -- research, outlines, materials • j. Pod casts -- scripts, materials • k. Courses -- research, outlines, materials, publishing • l. Project Management Material– programs / materials (colleagues / clients) • m. Commercial offers -- sales support and tracking • n. Personal information and views --- development, placement • o. General information and views on profession, practice and colleagues • 11. Client support automated proposal format and packaging • a. RFP / contract / information templates for general clients • b. RFP / contract / information response(s) packages for general counsel • 12. Project based support services for professional -- full outsource capability • a. Project based research and drafting activities (professional and lawyers) • b. Project based litigation support activities (lawyer only) • c. Project based administrative and general support (lawyer and client) • d. Project based client educational materials / delivery • e. Professional / personal goals and vision materials / planning • f. Personal health and welfare activities support / family / organizations • 13. Newsletter - intermediate services • a. Services to format, write and produce • b. Information tailored to professional / client(s) • c. Information on professional / firm and services / activities • 14. Blog - advanced services • a. Services to write and produce. design and on-line publishing • b. Information in area(s) of specialty (legal or other) • c. Information important to clients (legal or other) • d. Professional services research; tailored to professional and needs • 16. General and legal presentation technical capability, capacity and materials • 17. Professional operations - requisite equipment / support • a. Configured / recommended hardware; software -- specification, ordering • b. Professional computer systems and software support -- offsite • 18. Collaboration portal(s); client, project and information based - development • 19. Telephone and video conference portal(s); presentation support • a. Audio and video conference capabilities; presentations, webinars, webcasts • b. Administrative set-up / recording / reviews / debriefs • 20. Time & billing systems and processes (keyboard / voice to services input) • 21. General Record keeping / filing (as required; including OCR to database) • 22. Financial Records keeping / accounting; general ledger, balance sheet • 23. Professional focused development materials / planning / CLE / specialties • 24. Social network; (keep up professional's social sites) • 25. Information on new and upcoming professional tools (new and functional) • 26. "Professional Services" Professional / client support best practice services • 27. "Professional Services" support; communications protocols – virtual and face to face WALDO is there for you simply at the touch of finger
WALDO Business Service • WALDO Business • Business Products Requirements • Business Services Requirements
WALDOBusiness Service WALDO Comprehensive Business Service
WALDOBusiness Service • Web Operations – Business-to-Business & Business-to –Client Web Infrastructure • Software as a Service - SaaS Provisioning • WALDO provides staff and services necessary for provision of successful web solutions, applications implementation, and service center support • Implementation of complete web operations • Provision of business applications solutions • WALDO clients essentially pay only for what they sell, not for the resources they consume • Clients can focus their resources on building their businesses • Clients do not need to invest in and manage complex and costly infrastructure 24x7 WALDO Business Service
WALDOBusiness Services WALDO leadership helps clients stay aligned with emerging trends CLIENT CHALLENGES High operational costs Administration issues Insufficient skill levels WALDO Leverages intellectual property built over years – including practices, platforms, processes and tools Provides value-added-services, global standards and best-of-breed processes With WALDO client CHALLEGES are addressed and resolved AND the client spend on fixed investments and usage / maintenance costs is dramatically reduced Decentralized operations Provides consistent, high-quality services Leverages IT synergies Automates tasks, simplifies processes and enhances efficiencies. Provides utility-based offerings that ensure integrated control mechanisms Provides in-depth expertise regarding systems and processes It all comes down the person and the technology
WALDOBusiness Service Benefits to Client Increase revenue Reduce cost Enable multi-channel transactions Streamline business processes Maximize business reach Increase profitability Improve employee productivity Increase employee retention Ramp up customer acquisition • Concept. WALDO delivers and supports a suite of business applications and related services that fully supports the needs of clients in defined business verticals. • Pricing. WALDO pricing to clients is at a fraction of the cost that would be required were each individual (professional or executive ) or business to develop and support its own systems architecture and hire or contract requisite qualified support. • Approach. WALDO’s approach is a combination of: (a) SaaS model (Software as a Service model) (b) A pay by transaction revenue model where there is minimal up-front cost to the client, but a scaling of charges based on a time period (such as per month) or as increases in customers / transactions / revenues take place (if a scaled / revenue based program is utilized). • Resource. WALDO implementation efforts are principally performed by Lanco Global Systems Ltd., (LGS) a software services firm based in Hyderabad with subsidiary USA offices in Dallas, Atlanta, Princeton and Washington DC.
WALDOBusiness Services - eBusiness WALDO eBusiness Integrated business intelligence portfolio End-to-end view across all your lines of business Ability to drive performance with consistent financial and operational information Ability to provide every executive and staff member with relevant, complete information tailored to their role WALDO Adaptable Global Business Platform Operate globally while complying locally Extend business processes Applications, integration, architecture Supporting global operations 24x7 Client-Focused Applications Strategy Protecting the value of your existing Investment Extending the value of your applications Evolving you to the next generation
WALDOSAP Applications & WALDO SAP Applications • SAP products allow companies to respond to market challenges and changes in consumer demand • SAP provides consumer insights and the ability to act fast – so users can drive innovation, integrate sales and marketing, and establish a demand-driven supply network. • Over 30 years of experience working with over 3,900 customers and the broadest set of industry-specific capabilities for food and beverage, home and personal care, consumer durables, and apparel and footwear companies have made SAP the premiere choice in the industry. • SAP make you more consumer-driven and allows you to grow your business profitably – regardless of your company's size. • Large Enterprises -- Adapt and respond to industry business dynamics with the software of choice for large enterprises. • Midsize Companies -- Streamline operations and manage profitable growth with solutions for midsize companies. • Small Businesses -- Automate virtually all core business operations as a single system with SAP products
WALDOOracle Applications & WALDO Oracle Enterprise Applications • Asset Lifecycle Management • Customer Relationship Management • Enterprise Resource Planning • Financial Management • Human Capital Management • Project Management • Procurement • Product Lifecycle Management • Supply Chain Management • Supply Chain Planning • Logistics & Transportation Management • Order Management • Price Management • Manufacturing • Oracle Demantra Demand Management Integration • Oracle E-Business Suite • A comprehensive suite of integrated, global business applications • Oracle provides: • Complete, Integrated Business Intelligence Portfolio • Adaptable Global Business Platform • Customer-Focused Applications Strategy
WALDOManufacturing & Distribution WALDO Provides A Global Business Products, Manufacturing & Distribution Platform as SaaS Oracle Or SAP
WALDOBusiness Service WALDO Provides A Global Business eCommerce & Payment Platform as a Fully Supported Service
WALDO Matisse Platform & Digital Media Delivery WALDO / Matisse & Digital Media Delivery
WALDOMedia & the WALDO / Matisse Platform • WADO & Media Delivery • Media delivery is undergoing dramatic changes. • WALDO has built a flexible digital media platform to deliver media • where and when necessary – called Matisse • Audiences will access any content, anywhere -- and with full interactivity. • This major transformation brings with it complex questions. • What content will consumers want? • Who will control the consumer relationships? • What will be the effect of time shifting, device interoperability, high-speed digital video delivery and mobile commerce, among other emerging possibilities? • How will participants best deploy and maximize the value of their assets in a digital environment? • Though there are more questions than answers, a number of key themes are emerging -- a few of these include: • The consumer is at the center: power is shifting from the distributors of content to the consumers of content. • How quickly this will occur in each media segment depends on the rate of change in the technology, infrastructure and regulatory environment. • Also important: companies' ability to assess latent customer needs and create new business models that deliver a superior consumer experience. • Successful companies will be those that take a thoughtful approach to testing the waters-building out multiplatform strategies without venturing far beyond their core. • Listening and Innovation are necessary: • Companies must create the feedback loops that will allow them to better collect, analyze and act on consumer behavioral needs and changes. • Consumer knowledge will feed new business models, forcing key decisions on cross-platform offerings, • Companies must understand next generation user interfaces - everything companies need to offer consumers more relevant choices and to help them navigate those options.
WALDODigital Content Delivery by WALDO / Matisse • WALDO / Matisse Platform. • WALDO provisions specialist digital content • WALDO delivers targeted and premier brand / product purposed content on all commercial and virtual new media platforms - from web, to IP television to personal handsets - globally • Programs & Content. • WALDO provides purposed / tailored content for delivery to global and country specific communities; and is both a global product sale and digital media specialist. • There is wide technical scope in the media and digital platforms WALDO uses for content delivery and sales • SB supports country specific “viral” marketing programs and “viral” sales organizations • SB has outstanding global product distribution and country specific delivery infrastructure • Products . • WALDO is global in creative new media product and customized media delivery. • WALDO creates and distributes purposed / tailored in-market content using flexible high definition media. • WALDO has major depth in methods and processes for targeting global and country specific communities /audiences - efficiently, effectively and profitably.
WALDO Business Service Implementation Example • WALDO Business Implementation • State of Beauty Example
WALDOState of Beauty Implementation – Example WALDO Business Services (Personal Care Products with State of Beauty Implementation) - How Delivered: • Adapts and configures a mixture of packaged software solutions and open source web technologies to fit the needs of the business / client. • Oracle business suite software provides the foundation for back end systems, with various open source web technologies providing much of the front end capability. • There are applications of systems and technology to business operations, particularly business intelligence. • Other services, such as graphics, product pictures, and multimedia are being provided during the development effort. WALDO Business Services Pricing (Personal Care Products) vis-à-vis State of Beauty: • A small percentage of the development costs were incurred by State of Beauty during development, but the significant majority of the cost is being absorbed by WALDO in return for a monthly application fee based on net product sales and on a mixture of seats (the number of users accessing the system) • As the business grows, the application services costs will adjust based on sales and usage. • WALDO retains all rights to the technology and the ability to provide / license / otherwise monetize the technology to other entities and individuals.
WALDOBusiness Service for State of Beauty WALDO has been crafted with State of Beauty: • Experienced and Highly Competent Executive Services Provides “senior” expert executive support in industry and channel specific sales and support. • Sophisticated and Comprehensive Technology and Support Services Provides expert technology support "platform" capabilities and services (front and back end) in set dollar amounts, that scales to no more than a % of revenues, and that are tied to “seat” usage and product sales. • Global Alliance Distribution Provides and utilizes with State of Beauty a highly qualified and successful international network of distribution/ sales Alliances. • All Sales Can Effectively be On-Line Sales Has established, for all controlled distribution, a mechanism where every State of Beauty sale is effectively an internet sale (for transaction and payment purposes) – whether initiated by a global direct eCommerce customer, or an in-store (On-Line Methodology) • Full Distribution Services Brand Support Many brands (a) have a broken or overextended brand, (b) have a brand that is not confident where it sits (brand "stretch"), (c) have moved beyond the capabilities of their "creative" founders, (d) cannot scale effectively on their existing sales / distribution and infrastructure base, (e) cannot obtain quality international representation that is secure and profitable, (f) cannot understand, afford or properly implement a requisite depth of technology to compete with larger businesses effectively, or (g) have business expansion needs that simply cannot be met with available investment monies and resources – WALDO can assist by providing direct, virtual and global distribution as with State of Beauty
WALDO Capabilities (1) --- State of Beauty • Product bundles (set up a package of various SKUs with its own price and SKU) • Pre-orders • Loyalty program • Get points based on money spent • Lose points if inactive for x months • Loyalty newsletter / catalog / etc. • Discounts on regular purchases • Redeem points during checkout • Coupons • One time and unlimited use • Email or print and send to another person • Percent off • Currency off (cart balance over X to qualify) • Buy N get one free • Free item • Free shipping • Not available on all items • Expires on date • Gift card • Physical and virtual • Virtual currency balance tied to gift card number • CRM analytics • Extensive metrics to include • Site visits • Searches • Add to cart • Purchases • Declared interests • Deduced interests • Store and online • Potential for links to third party demographics • Front End - B2C (Business to Consumer) Functions • Base eCommerce web site • Search, Browse, Discover, Merchandize, Research • Shopping Cart & Checkout • Credit card & PayPal • Customer registration for repeat purchases • Extensive product images • Order status online and via e-mail • Customer service (phone, email and chat) • Account management • Multi-language support (including double byte languages) • Multi-site support • Ability to present more than one company / brand • Some sites may require separate registration process (should not recognize user unless already registered on that site) • Multi-currency support • Availability checking • Options to determine what happens with what availability • Remove item from site • Remove item from search • Accept back order • Gifting • Ship as gift (to different address than billing with no pricing information) • Gift wrap options • Gift card options (birthday, get well, etc.) • Option to ship GWP items with gift or to buyer • Gift with purchase • Option to display to customer during online shopping experience or not • Rules to determine eligibility (buying frequency, cart amount, quantities purchased, etc.) • Rules to determine gift (CRM tie in)
WALDO Capabilities (2) – State of Beauty • Blogs • Rate comments / reviews • Profanity detection • Parametric search displays (based on brand, price range, product category, etc.) • Front End - B2B (Business to Business) Functions • For Unregistered Entities • General information regarding the product line and the benefits of becoming a distributor or retailer • For Registered Entities • Place order • View order status • View invoice status • View product line and pricing • View reports related to shipments, orders, fill rates, invoices, payments, etc. • Maintain user profiles for company users • Maintain forecast • Maintain blanket order • Maintain company information (addresses, contacts, etc.) • Direct to consumer orders • Customer service • Requests for new products, business ideas, promotions, etc. • Door-in-Store support • Product range browse • Order for a customer (don’t save customer info on browser) • Replenish product • Replenish testers and samples • Local server for multimedia cache • Assisted / automated customer consult • Touch screen option • Customized experience (using customer preferencing and CRM analysis) • Products and categories in certain templates based on deduced and declared interests • Search results sorted based deduced and declared interests • Repeat orders • Save a order profiles for use later • Set up a recurring order (automatically placed at set frequency • General Multimedia for demonstrations, promotions, etc. • Product reviews and ratings (customers can rate and comment on products, services and sections of the web site • Store locations • E-Newsletters • Content management tools • Image updates • Catalog updates • Merchandizing messages • Pricing updates • Sales & specials • Use of templates to control content updates • Permissions management (who can update what areas on what sites) • Preview changes • Approve changes • Schedule publication for future date / time • Business user can switch templates and modify template contents • Fraud detection • Editorial content • Support for selling products on third party retailer websites • Creating graphic, pictorial and multimedia content • Video tools, with storage and editing capability • Video delivery capability • Archived multimedia • Live Events • Current topics
WALDO Capabilities (3) – State of Beauty • Product Management • Description • Bill of Material • Pricing • Costing • Vendor information • Manufacturing information • Certifications & laboratory testing • Country approvals • Packaging & Label Management • Specifications • Language • Approvals • Bar codes • Store Management • POS • Full online integration • Labor scheduling • Store inventory control • Pricing, sales and discount management • Ancillary products • Customer service • Merchandizing • Customer account management • Supply Chain Management • Forecasting • Inventory planning • Production planning • Purchase planning • Store planning • Point of Sale functions • Standard cash register functions • Full customer analytics available • Recommendations • GWP suggestions • Store inventory management • Receiving • Returns • Samples and testers • CSR training areas • CSR knowledge testing • Store employee management • SPIF management • Back End Functions • Order Entry • EDI • Manual • Web • Blanket orders • Customer Maintenance • Contact information • Forecast • Terms • Credit
WALDO Capabilities (4) – State of Beauty • Accounting • General Ledger • Budgeting • Payables • Receivables • Financing • Multi-currency • Letters of Credit • Cash management • Payroll interface • Administration • HR (general personnel information requirements) • Asset and other register / listing functions • Reporting • Dashboard • Performance and profitability analysis (by product, by country, by channel, by store, etc.) • Operational reports for all functions • Ad hoc reporting • Manage security and access • Vendor Maintenance • Contact information • Terms • Forecast • Purchasing • Sourcing • EDI • Manual • Web • Blanket orders • Held inventory • Receiving Inspection • ASN • QA / Inspection • Returns / Rework / Acceptance • Payment adjustments and approvals • Manufacturing • Production scheduling • Order processing • Capacity planning • Labor scheduling • QA / Inspection • Rework / Acceptance • Distribution • Receiving • Location management • Storage • Pick • Pack (and other pre-shipment operations) • Ship • Generate ASN • Generate invoice