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Account Plan Template

Transcript: GPO or IDN Name Key Contacts Major Opportunities Goals Strategies Wound Care Ostomy Skin Care Continence Care Objectives Completion Date By Business Area Ownership Tactics

Account Plan

Transcript: Account Plan Ashleigh Coxe Account Executive Agenda Agenda Account Overview Account Strategy Relationship Mapping Southestern Grocers Winn-Dixie, Harvey's, and Fresco y Mas Company Intro Overview Recent News Competition Publix Food Lion Wal-Mart Whole Foods Stand-alone Liquor Store in 2021, 2023 IPO cancelled in 2021 Chapter 11 in 2018 $9.6bn revenue 420 Locations 40k Employees Business Challenges The Brief Supply Chain Predictability Vendor Organization and Reliability Disparate Data across Stores Increasing Competion Company Culture Company Culture Growth Investments Anthony Hucker, CEO Technology eCommerce, PoS, BOPIS Hired New IT Talent “...we've accomplished a powerful cultural transformation" New Store Openings Liqour Store Openings "[New locations are] Part of our platform for growth" Remodeled half of their stores Remodel 55 stores/yr Offer wider selections Account Strategy Strategy Where can Palantir Help? (1) Supply Chain Predict, Plan, Solve - Inventory Issues (2) Store Data Consolidation Identify Areas of Opportunity (3) Vendor Organization Track Discounts, Stocking, Reliability Phase One Discovery Uncover Pain Points Quantify Challenges (Time, Money) Identify Desired Business Outcomes First Phase Phase Two Second Phase Roadmap Prioritze Use Case Identify Key Players (Get Buy-in) Quantify ROI Cost, Delivery, Schedule Phase Three Third Phase Pilot Establish Success Metrics Maintain In-Progress Reviews Quantify Value Grow into other areas of business Next Steps Next Steps Identify Key Contacts Set Discovery Meeting Relationship Map Relationship Map Anthony Hucker CEO Todd Renaud SVP, CIO Brian Carney EVP, CFO Andrew Nadin EVP, CXO & Digital Officer Key Contacts Key Business Users VP, Supply Chain Ops Paul McDaniel Sr Dir, Transformation Garrett Harbison Sr Mgr, Supply Chain Analytics Jessica Calloway BI, Analytics Architecture Ramana Indugula

Account Plan

Transcript: WHITEBOARD Opportunities Contact centre+UC Omnichannel (consolidation) Concurrent licensing Digital, AI, WEM& EX, CRM?(sf), Messaging / Cadence "The credit card built for Small Businesses" Personalised: Socials, phone, Email cadence Multithread 5-9 Event invitation Headlines Top X Account Plan New Wave Capital Limited (trading as Capital on Tap) is a private limited company incorporated in England and Wales Founded in 2012 by CEO David Luck with a mission of providing small business access to funding. David Luck recently stepped down and into a new role as Executive Chairman. New CEO Damian Brychcy stepped up from Chief Product Officer position end of 2023 Capital on Tap has raised $1.471B over 7 rounds, 2022 £200M from JP Morgan & Triple Point, with offices based in London, Cardiff, Brighton and Manchester. Annual Revenue circa £80M THREE WHYs Based on LinkedIn data: 522 total employees. Overall headcount increased by 15% in the past year, with business development and engineering seeing the largest gains. Our mission is to make running a small business as easy as possible. We understand that the day-to-day operations of a business can be challenging, which is why we've developed tools and resources that empower business owners to streamline their operations, access fast funding, and earn rewards. - Damien Brychcy 2024 WHY DO ANYTHING It will make them money (P.E., Scale, CX&EX through AI) It will save them money (AHT, FCR, Deflection, attrition, WFH/remote) It will mitigate their risk (Regulatory compliance, innovation, Data & insights) High costs (system admin, SLA) Low Productivity Currently over 200,000 businesses across the UK and the US have placed their trust in Capital on Tap Double winner at 2023 Welsh Contact Centre awards, Trainer of the Year & Large customer contact centre Manager of the year WHY GENESYS VALUE ALIGNMENT ALL IN ONE ARHCITECTURE SAVINGS IN TCO R&D & INNOVATION SECURE AND COMPLIANT AGILE, SCALABLE GROWTH BECAUSE WE KNOW THEIR BUSINESS Business Model Canvas WHY NOW "Build what customers want" 36% customers leave after the first bad experience. 96% of customers who leave do so because of a bad experience. Worlds #1 AI powered Experience Orchestration Engine, AI is the number 1 tech investment. Genesys TOP 50 G2 AI solution, no other vendors in the list Why not today? Fast is as slow as we go, technology required to keep up with the pace of change. You pride yourselves on actively listening to your customers. The inspiration for the team management feature stems directly from the invaluable feedback and suggestions you received from small business owners CX Safari Personas & Org Map Notes; 0 CX persona 0 Digital persona 0 Journey/Customer persona CFO Alan Hart left company November 2023 Phone 24/7 No IVR queues - quick recording about recording call and survey after. Then straight through to agent Email with 4 hour SLA Live chat (powered by Kustomer) Automated - How can we help you today, asked for help logging in - immediate escalation to agent Online Portal for members. Socials (X, LinkedIn) ROBUST FAQ PAGE OVER 100 ARTICLES Grouped ito 7 Categories Notes Journey from COO - CPO - CEO (Nov 2023) ex attourney, ex computer science teaching assistant VALUES Just Pilot Be a buddy Why not today? Persona Challenges: Technology has solved problems in isolation, limiting what you have visibility into ultimately restricting what you can impact. With a single composable platform, reimagine experiences for your customers and employees Smart automation can be a tool for exceeding customer expectations with both exceptional experiences AND efficiency Many businesses invest in six or more tools, causing employees to get easily frustrated and disengaged. Eliminate friction for employees and empower them with smart, innovative solutions that make work not feel like work Notes Previous Head of IT Persona Challenges: Lack of alignment in high-level goals to drive innovation within the business Difficulty identifying technology trends that align with current business models Competing demands Needs information and data in order to lead the impact of IT innovations across the business A desire to streamline processes and respond to customer needs while driving down costs and increasing effectiveness Ideally wants customers to receive personalized experiences resulting in higher satisfaction and conversion rates Challenges Notes COO (June 2023) Head of product and operations - Head of Growth - UK MD - COO Ex cofounder of Quiet Rebellion (sock company) Persona Challenges: Pressure to drive efficiency and reduce operating costs No clear customer experience strategy across different solutions Inability to quantify customer emotions and behaviors Regulatory com[liance ceoncersn, data protection and cybersecurity Optimizing capital allocation, and ensuring profitability. This includes budgeting, forecasting, financial reporting, and monitoring key performance indicators (KPIs) to drive financial performance

Account Plan

Transcript: OVERVIEW 1 | ACCOUNT OVERVIEW Client | Capriole Construction Co. L.L.C. Client grading | Target client Main contact | CTO - Charles Johnston Plan date | Q1/2021 Core business: buildings, civil and electromechanical engineering and steel structure. Employ qualified technical staff, administrative personnel, technicians, operators and unskilled and skilled work force. In the industry for 28 years with 300 employees and completed over 350 projects plus on-going Currently working on Command of Military works projects - ammunition stores, headquarters and facilities. Low profit margins, miscommunication and tons of printed documents Forecast: Increase revenue, improve communications and become more sustainable SWOT Analysis STRENGTHS Employees with potential 28 years in the industry Worked and working on important projects Good relationship with material suppliers WEAKNESSES Resources limitation Low level of BIM Unused or useless printed data - hard to find Uncoordinated workforce Undeveloped interrelation with subcontractors Low speed in construction THREATS Highly competitive industry Increased competition Competitors adapting faster to digitalization Economical factors: Lower budgets Covid-19 crisis (global) OPPORTUNITIES Willingness to adopt new construction methods and technologies Low level of BIM in the region Press/media coverage of the company (sustainability) Developing a functional and coordinated project team Demand for environmental services Repeating projects in the future with same clients OBJECTIVES 2 | OBJECTIVES Reduce waste and CO2 emissions Improve communications Reduce costs and increase profit Meet deadlines More skilled staff How to measure success? 2 | OBJECTIVES KPI's Reduce waste and CO2 emissions Improve communications Reduce costs and increase profit Meet deadlines More skilled staff How to measure success? 2 | OBJECTIVES KPI's Environmental/ Sustainability Carbon Footprint Paper usage Reduce waste and CO2 emissions Improve communications Reduce costs and increase profit Meet deadlines More skilled staff Internal Communications Performance and productivity Interaction and collaboration monitoring Financial Reduction costs Innovation spendings Deadline Delay rate and deviation Task duration and deviation People Training costs Talent rate SOLUTIONS 3 | SOLUTIONS Data democratization access to data, avoid creating a bottleneck. Everybody understand and use data at any time to make faster and smarter decisions. 1 2 3 PROCESS TECHNOLOGY PEOPLE Choose and implement technologies Services that improve the process to reach the objectives Improve skills of qualified staff and teach unskilled workforce with training courses, use of new tools... ACTION PLAN Reduce waste & CO2 emissions 1 Transform all printed data into digital - Technology integration Create a zero waste/paper policy Create a recycling policy Improve communications 2 Communication apps (Zappier, Slack...) Weekly internal meetings Access to all the digital data Reduce costs / Increase profit 3 Reduce purchase of office supplies (paper, ink, pens...) Negotiate reduction costs with suppliers (materials) Evaluate bonuses - linked to company profitability Implement a program to calculate schedules and costs Have a clear outcome and transfer it to everyone through email and meetings Weekly meetings with the client 4 | ACTION PLAN Deadlines 4 Skilled staff 5 Assessment related to skills Training courses to up-skill or re-skill employees. Adapted to their core activities Implement Automation tools to remove secondary and easy-to-do by technology tasks - employees can focus on crucial tasks Additional technologies training PLAN REVIEW 5 | REVIEW Weekly: Email with stats about situation Bi-weekly: Phone or video call (30-45 minutes) with updates, discuss concerns and get feedback Monthly: Get involved into a meeting with the top management Quarterly: Phone or video call (1 hour) to discuss success up to date, issues, new changes and decisions to be made in order to move forward to the final success.

PowerPoint Portrayal Template

Transcript: huddle Mrs. Rossi huddle to crowd together crowd huddle separate

Account Plan

Transcript: BUSINESS AND AUDIENCE INSIGHTS, EAST COAST 2019 Q4 ONWARD TEAM REVIEW & FUTURE PLAN CLEAR VISIONS AND GOALS as much as possible - Unclear team vision - New and unstable team - No support from the leadership - Some business was in risk - Unclear team vision - New and unstable team - No support from the leadership - Business was in risk COMPANY DESCRIPTION TEAM TEAM CUSTOMERS CUSTOMERS ORGANIZATION CEO Name: Experience: CMO Name: Experience: CFO Name: Experience: VP of HR Name: Experience: VP of Sales Name: Experience: MARKET ANALYSIS COMPETITIVE ANALYSIS COMPETITIVE ANALYSIS Competitor A Name Strengths Weaknesses Competitor B Name Strengths Weaknesses Competitor C Name Strengths Weaknesses Put your logo here PRODUCT PLAN FEATURES FEATURES MARKETING MARKETING Click to edit text FINANCIAL FUNDING REQUEST FUNDING REQUEST We will need $10,000,000 5 years Over PROJECTION PROJECTION Click to edit text

Account Plan

Transcript: DEVELOPING THE ACCOUNT PLAN LIASING WITH WIDER CLIENT DEVELOPMENT TEAMS Communicate - work with PR team and internal Account Plan Vision Four Objectives Minimum six activities under each objective Forecast Populate Full Plan Review the client service team - including suitability of Clients Partners Assess Margin and ways to improve e.g DWF Draft Develop the relationship matrix Cross selling Link with Kirsty/Claire through CCRC and ICRC Bids and Events Team

powerpoint template

Transcript: Nobody knows babies like we do! Quality products . Good Customer service. Every Kid really loves this store.. BABYLOU ABOUT US About Us BabyLou was established in 2004. It has been more than a decade since we started, where we have ensured to take care of every need and want of every child and infant under one roof, true to the caption “NO BODY KNOWS BABIES LIKE WE DO”. Our benchmark is to provide 100% customer service and satisfaction and continue to deliver the same with a wide range of toys, garments and Baby Products. Play and Create We Are Best 01 02 03 Block games Building Blocks help Kids to use their brain. PLAY TO LEARN in Crusing Adventures Our Discoveries Enjoy a sunny vacation aboard a luxury yacht with the LEGO® Creator 3in1 31083 Cruising Adventures set. This ship has all the comforts you need, including a well-equipped cabin and a toilet. Sail away to a sunny bay and take the cool water scooter to the beach. Build a sandcastle, enjoy a picnic, go surfing or check out the cute sea creatures before you head back to the yacht for a spot of fishing. Escape into the mountains Disney Little Princes in Also available for your Babies..... Also... Out of The World… Our reponsibility BABYLOU…. Our Responsibility All children have the right to fun, creative and engaging play experiences. Play is essential because when children play, they learn. As a provider of play experiences, we must ensure that our behaviour and actions are responsible towards all children and towards our stakeholders, society and the environment. We are committed to continue earning the trust our stakeholders place in us, and we are always inspired by children to be the best we can be. Innovate for children We aim to inspire children through our unique playful learning experiences and to play an active role in making a global difference on product safety while being dedicated promoters of responsibility towards children.

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