MASTER DATA Ed Foree 1. Master Data Cleanup Update.

MASTER DATAEd Foree

1

Master Data Cleanup Update

Master Data Cleanup

• Working on Customer, Taxes, Articles and Pricing

• Appreciate everyone effort and patience

• We are the guard rails, just enforce the rules

• On going process that will not end, but keeps getting

smaller

Pricing Adjustments Records

Gulf Coast 17,624

Birmingham /Chat-tanooga 5,630

Piedmont/Coastal 28,861

Total # of Adjustment Records

Gulf Coast Birmingham /ChattanoogaPiedmont/Coastal

Gulf Coast

Birmingh

am /C

hattan

ooga

Piedmont/C

oastal

- 15,000 30,000 45,000

2,928

183

15,497

Adjustment Records Status

Active Inactive

Gulf Coast 10,956


Piedmont/Coastal 16,451

Total # of Adjustment Records


Gulf Coast

Birmingh

am /C

hattan

ooga

Piedmont/C

oastal

-

10,000

20,000 18710

2,724

Adjustment Records Status

Active Inactive

May 10, 2012

Sep 14, 2012

Grouping List Clean Up

Gulf Coast 4,974


Piedmont/Coastal 3,003 Total # of Grouping Lists


Gulf Coast

Birmingh

am /C

hattan

ooga

Piedmont/C

oastal

- 2,000 4,000 6,000

Grouping List Count

Active System

Gulf Coast 3,228

Birmingham /Chattanooga 1,998

Piedmont/Coastal 2,831 Total # of Grouping List


Gulf Coast

Birmingh

am /C

hattan

ooga

Piedmont/C

oastal

- 1,000 2,000 3,000

Current Grouping List Count

Active System

May 10, 2012

Sep 14, 2012

Outlet Master Work Load

Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12

New 483 372 314 512 442 579 572 613 665 517 727

Changed 383 387 288 502 765 642 1280 2787 2852 15689 16465

Suppressed 678 701 766 800 713 1018 469 966 6898 1520 743

1,000

3,000

5,000

7,000

9,000

11,000

13,000

15,000

17,000

19,000

# of

requ

ests

• Changed numbers are due to Key Account Manager changes in Coastal and Clean up of Naming Standards

MASTER DATA

Master Data

BASIS

RED Go Tool ORTEC

• Attach Surveys• Routing of Surveyors• Reporting• Frequency of visits

• Key Account Manager• Business Type• Zip Code• Geo Codes

• Addresses

• Trade Channel

• Key Account

• Key Account Manager

• Geo Codes

• Mass Maintenance

• Sales Routes• Delivery Routes• Call Routes• Geo Codes

Other• B Mobile• CAS - Sales Force Automation• Business Reviews

Master Data

• What can you do to help? Suppress Outlets

• “No Sales” Reports

Notify when reorganizing Key Account Manger responsibilities

Master Data

• What can you do to help? Addresses Validation

Need local administrative assistant

Using Google to check address

Highlight in yellow any changes to address, city or zip code

Will correct in BASIS

UXT Margin Minder 5.0

• New Graphics

• 2 New fields Category Grouping

Prior Outlets

• 5 By’s that will expand

• New Training Videos

• Rolling out October

ORTECAllen Dixon

12

Routing and SchedulingRoute Planning: Making the Plan Better, Smarter, Faster

ORTEC Routing and Scheduling is an advanced planning solution that optimizes route planning across a wide range of transportation and distribution sectors.

Dollar General #12398

Crooked Creek Marina (FTN)

EZ Pallet Routes viewed on map in ORTEC

Pivot Table export of EZ Pallet Delivery Routes

Where ORTEC has been implemented in United

Location Distribution Type StatusChattanooga E-Z-Pallet Completed

Spartanburg Build to Stop Sideload Completed

Lafayette E-Z-Pallet Completed

Baton Rouge E-Z-Pallet & On Premise Completed

McComb E-Z-Cart & On Premise In Progress

Statesboro E-Z-Pallet In Progress

Milledgeville E-Z-Pallet & On Premise In Progress

Gulfport E-Z-Pallet & On Premise Pending

Birmingham Build to Stop Sideload Pending

User Comments on ORTECORTEC is a great tool when you have to realign all the routes. The 12 month case information for each outlet is great. It will help you to be able to balance the routes by cases and stops. - Wayne Ridings Spartanburg

Once you see what it does it really puts your routing in perspective in just how much time we waste in traveling in between stops and how bad we are at giving stops to the wrong routes. I also feel like that if this tool is used correctly it could cut fuel cost and possibly other delivery issues that you may be having. Great Tool!!!!!! - Hank Durden Statesboro

ORTEC is a good way to get you close to where you want to be, but you still need to have local knowledge of the accounts to get the right results. – Rick Camp Chattanooga

User Comments on ORTEC

McComb’s experience with ORTEC is that it helps organize routes by geographical area, cases and number of outlets.- James Brumfield - McComb

This was the first time that we were able to look at a map and see each location that is assigned to a route and also see where our routes overlapped. Moving stops from one route to another and having the route case totals updating instantly saved a lot of time and trouble. – Joe Bergeron Baton Rouge

I found that ORTEC is not perfect but the little bit of tweaking you have to do is not bad and does not take a lot of time to do. – Allen Bellard Lafayette

RED David Kelley

19

January

Surveyors

Picture of Success

COD/CDE % & Ratios

RED Questions

RED Reporting

RED Incentives

National Surveys (Large Store)

9

20

Market Share

Excel Format

Conformity Report

None

None

13

33

Actual (+5,+2,+1)

Survey Detail Report, COD, & QOM

Red Books

RED Champion/Pre-Salesman

Large Store (7 Questions)

August

Where we started and where we are now . . .


• General Survey Results by Division | Aug vs Jan 2012

B-ham Chatt Coastal Pied mont Baton Rouge

Gulfport Hatties burg

Lake Charles

Lafayette McComb Total United

Jan 54.93 73.99 0 53.21 61.1 62.12 51 56.33 59.63 59.77 58.88

Aug 57.92 76.49 71.32 68.26 69.57 72.47 67 68.14 64.93 71.95 68.67

5.0

15.0

25.0

35.0

45.0

55.0

65.0

75.0+8.47 +16.00

+5.30

+12.17+9.79+11.81

+10.36

+2.99

+2.51N/A

+15.05


• RED Monthly Coverage

27%

28%

29%

+2

75%

77%

79%

+3

RED Questions of the Month

Top 3 Most Well Executed Questions by Channel

Top 3 Opportunities by Channel

Did you Know by Channel

• RED Questions of the Month

RED Questions of the Month

Supermarket

+ 3.6% Perimeter standalone SPK Meal Deal rack, April

+4.72% Q1 SPK display, June

Walmart

+ 2.74% Display in 1st position, March

+ 8.20% P-ade multipack display, July

Convenience Retail

+ 5.99% IZ cooler - IC volume, June

+ 4.06% FLM/Barrel in 1st position - IC volume, March

Value

+ 6.13% Still display - Still volume, April

+19.82 2 SPK displays - SPK volume, June•D

id Y

ou K

now

?

National Survey

National Survey

1. Does KO have a sparkling end cap/Display?2. Is there a KO meal bundle display in the outlet?3. Is there a KO snack bundle display in the outlet?4. Is there a KO still beverage end cap/Display?5. Is ratio of front-end (register) coolers greater

than/equal to market share?6. Are 20 Oz. Core and Dasani in stock in FLM?7. Are all KO sparkling SKUs in stock in the beverage

aisle?

• KO Bottler Aligned RED Questions

National Survey

• By Bottler

United Consoli-dated

CCR Swire CCNNE Great Plains

Ozarks Durham Durango All Bot-tlers

July 0.76 0.58 0 0.67 0.67 0.79 0.53 0 0.93 0.67

Aug 0.75 0.59 0 0 0.71 0.78 0.54 0.59 0.91 0.66

5%

15%

25%

35%

45%

55%

65%

75%

85%

95%

+4

-1 N/A No Data for July

-2

-1

+1

-1

+1

N/A No Data for July or Aug

N/A No Data for Aug

Bottler Average for Aug …………………………………..

National RED Survey

• United By Question

SPK Display Meal Bundle Snack Bundle Still Display Coolers >= Share

20oz Core/Das instock

SPK SKU's in-stock

July 0.98 0.61 0.65 0.88 0.57 0.92 0.7

Aug 0.99 0.58 0.54 0.93 0.51 0.94 0.7

5%

15%

25%

35%

45%

55%

65%

75%

85%

95%

-11

+5 +2

Flat

-6

+1

-3

National RED Survey

• United By Division

B-ham Chatt Coastal Pied mont Baton Rouge

Gulfport Hatties burg

Lake Charles

Lafayette McComb Total United

July 0.84 0.85 0.74 0.83 0.7 0.7 0.75 0.62 0.71 0.82 0.76

Aug 0.71 0.82 0.73 0.79 0.69 0.78 0.77 0.6 0.8 0.78 0.75

5%

15%

25%

35%

45%

55%

65%

75%

85%

-1 +2+9 -4

-1

-2

+8-13 -3

-1

-4

Where We Are Headed

• RED in BMobile

Communicatescurrent RED Conformity Score

List of priorities which did not meet conformity to Look of Success

Visual graphic of the conformity score and date of the RED Survey

Continues customer visit by creating an order or a survey

Where we are headed . . .

Wipe HH Clean (RED in B-Mobile)

Only the last Survey will show up

• RED Score & All No answers

M Checked box = item is resolved during the visit.

M Uncheck box = needs to be resolved

• Leave Open for next visit

• Close as non-completed

M Every Close as non-completed item must have a reason

• Customer/Mgr Refused (Tried to sell in but customer

refused)

• Contractual Restriction (CMA does not allow for us)

• RED in B-Mobile | OCTOBER 1

• 2013 RED Question Timeline

2013 RED Planning Meeting (Aug 1st & 2nd) Complete

All Division RED Champions

2013 RED Planning Meeting (Sep 28th & Oct 4th)

David Kelley, Mike Suco, & Emma McKinstry

Review & Finalize 2013 RED questions

2013 RED Question Approval (Nov)

Senior Management

Review Final 2013 RED Questions (Nov/Dec)

RED Champions

Develop & Create 2013 RED Questions in R@G (Dec)

2013 RED Question/Survey Roll-out (Jan 2013)

2013

Additional Channels

Convenience Retail

Value

Drug

• 2013 National Surveys

Large Store Survey

Add additional questions

• 3 To 5

RED @ Global New version (7.0)

• Faster• Routing tool• Nested questions

• Software/Technology

WorldApp/IRED? Web-Based Works on any Smart Phone Works on newer Blackberries Works on ipad Works on Toughbook

WorldAPP

WorldAPP Snapshot

• WorldAPP Snapshot

WorldAPP is a market leader in web-based data collection, management and reporting solutions

1,000+ customers worldwide

Founded in 2001

100+ Employees worldwide

Offices in Boston, Dallas, London, Kiev

Inc 5000 Fastest Growing Companies –

5 years in a row

Survey administration

Meant for business

user

Easy interface for

creating and

deploying surveys and

reports

User permission

based access

Flexible scoring

features

WorldAPP Snapshot

• Solution Components

Key Survey

Survey submissions

Easy interface for

responding to

surveys.

Manage surveys in

offline mode

Synchronization

capability

Available on HTML 5

enable devices.

Key Survey Offline

Powerful

visualization of data

User based access to

data

Completely

customizable

Automatic report

distribution

QlikView Dashboard

WorldAPP Demo

MASTER DATA Ed Foree 1. Master Data Cleanup Update.

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