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Introducing Fieldporter Plus. Introducing Fieldporter Plus. A process for goal management Rewards individuals and teams for good and excellent performance Improves efficiency and profitability. Business Objectives. Senior managers/board set Business Objectives (Medium term ~ 6)
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1 Introducing Fieldporter Plus
2 Introducing Fieldporter Plus • A process for goal management • Rewards individuals and teams for good and excellent performance • Improves efficiency and profitability
3 Business Objectives • Senior managers/board set Business Objectives (Medium term ~ 6) • Business Objectives are executed via campaigns • Campaigns are… • … and can run on many levels • Individual • Team • Local • Regional • Company • Pipeline/lead management • Sales • Service • Production • Support • Administrative • Skill-based (H&S, compliance) • Tactical (strategic, short-term)
4 Challenges: How can I: • promote team spirit and effort across the business through shared goals? • give visibility, fairness and transparency to performance payments? • ensure initiatives are consistently executed? • better balance my resources to achieve business goals? • improve cost control and predict sales accurately?
5 Criteria • Minimum relevant headcount of 100 • Sales, service, production, support functions • Needing to recognise performance and achievements - Either through financial and/or non-financial incentives • Drivers: Competitive threat, regulatory and Legislative change,M & A, demographics… • Diverse, interlinked business requirements • Needing a step change in performance
6 Credentials • Established May 2003 • Hundreds of users in over 70 countries involving several thousands staff • Proven capability of up to at least 1200 front-line staff
7 Features and Benefits • Improves execution of campaigns • Aligns activities with corporate strategy • Introduces transparency and visibility of rewards • Links payments to performance • Rewards people for financial / non-financial targets • Linkspeopleinto virtual teams
8 Features and Benefits • Accurate measurement of campaign outcomes • Line-of-sight to resource efficiency • Cost savings due to: • System replacing many traditional communications • System generating automatic bonus and commission letters • System generating automatic performance reports • Recognition of top teams and individuals
9 Operating Rhythm
10 Operating Rhythm • Run ~25 Campaigns a quarter • A Campaign is … • 1 or more compelling proposition(s) • 1 key performance indicator (KPI) • Target(s), individual and/or team • Collateral (pricing, contracts, brochures, T&C, documentation, user guide, courses and trainings, etc.)
11 Summary • Identifying business needs • Criteria for business • Features and benefits • System requirements
12 Sales Accelerator (and Personal) Pipeline Service All or nothing (critical, or good housekeeping) Reward profiles
13 Staff end-of-quarter letter
14 Implementation requirements • Senior management active support • Numerate central team • Campaign sponsors • HR & IT involvement • Can go live in 2-3 weeks
15 Technical requirements • One version with configuration options • Browser front end • Windows 2003 or higher, IIS v 6+, ASP v 3+, SQL language • Integrated with other MS products (Excel, Word) • Internet and/or Intranet • For demo www.fieldporter.net , temporary username and password needed first
16 Terms and Conditions Terms of business • Simple rental agreement • Cancel any time • Rental includes all software upgrades and day-to-day support to the core system Rental costs (DRAFT): • Core system UNDER REVIEW AUD 2000 pm payable quarterly in advance plus AUD 10 per person included in the system. (For example, a system with 100 staff would cost AUD 2’000 + AUD 10 x 100 = AUD 3’000 monthly). • One-time consulting / system setup costs • Between 10 and 50 days of work at standard consulting rates. (Approx AUD 1’500 per day for senior consultant to AUD 900 for junior consultant.)
17 Details Company Fieldporter Limited PO Box 93 Whitford Auckland New Zealand GST 85-395-475 Company AKL/1301915 Founded May 2003 Sales contacts: Gudrun Nienaber Email: Gudrun.nienaber@fieldporter.com Telephone: +61 2 9427 7200 Mobile: +61 407 451 818 Anthony J Hopkins, Manager Email: anthony.hopkins@fieldporter.com Telephone: +64 9 530 8225 Mobile: +64 21 40 75 40