Financial Metrics for TPM Foodservice

PERFORMANCE FUELED

BY INNOVATIONNAVIGATING IN THE

FAST LANE

MARCH 15 – 17CHANDLER, AZ

Presentations from the 2015 AFS User

Conference

PERFORMANCE FUELED BY INNOVATION

Financial MetricsThe value of hard and soft ROI


Agenda• How do you measure ROI?

• Are you maximizing your ROI?• Automation

• AFS and automation• How does automation translate to ROI?

• Audit • Audit process• Metrics• Translating our auditing process to your ROI

• Analytics• Leveraging TPM reports

• Wrap Up


How do you measure ROI?

Hard ROICan be assigned clear and measurable values, which directly impact business or financial goals

Soft ROIIs more qualitative in nature and manifests itself in less tangible elements, such as improved visibility and process management


Hard ROI


Soft ROI


“AAA” Value PropAutomation, Audit, and Analytics


Automation


Automation• In 2014, AFS received over 550,000 claims, translating into 19.7

million lines of data

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec -

500,000

1,000,000

1,500,000

2,000,000

2,500,000

2013 2014


Automation

70%

30%

Electronic Manual

Of the 19.7 million lines of data we processed last year, we were able to automate the processes for 13.8 million of them


Automation


Audit


Audits• AFS audited over $1.0B in

trade spend during 2014, resulting in $104M in settlement errors

• Each of the 550k claims we processed last year went through 3 levels of verification

Prelog

Sku/Market verification

Review against

contractAuthorization

Payment


How do you achieve ROI?


Company A


Company B


How can you improve your ROI?

• Over 50% of settled dollars were taken in deductions in 2014

• Review your KPI

• Checks vs deductions?• Pros and cons


Analytics


Master Data

• 111K Distributors

• 36M Sku Cross References

• 1.280M Operators

• 400K CHD IDs


Operator Reporting


Compliance top 4 providers

Premier

Novation

Compass

Sodexo


Partnership with CHD


Sodexo Compliance Currently at 76% with over 7100 outlets without ____ Product

• Of the 7100 units not buying, the segmentation with the biggest opportunity is with Travel Leisure segment representing 7% of the total market


Compass Units purchasing Q4 2013, but not in Q1 2014


Multi Dipping• Submitting for unit in Iowa, but under Minnesota and Wisconsin School Contracts

• Submitting under Premier and Novation


Q & A

Chris JacksonAccount DirectorFoodservice DivisionDirect: 602-522-8282 ext. [email protected]

Financial Metrics for TPM Foodservice

Software

Transcript of Financial Metrics for TPM Foodservice