SFA 2.0 R3 Gamification Function Design

©Anheuser-Busch InBev1

SFA V2.0 R3 Gamification Function Design

Tony Ye (叶明梁）

09/10/2014

©Anheuser-Busch InBev

Agenda

2

• Requirement Summary

• System Architecture

• Data Architecture

• Performance Measurement Process

• App Process

• Gamification Reports

• Q & A


Requirement SummaryClient wants to implement Gamification to SFA system for performance measurement to make performance measurement process more interesting, attractive, challengeable and competitive to M1’s.

1. Smart phone App processes① Sales Call② Performance Tracking

2. SFA configuration management① Points management② Levels measurement strategy③ Rewarding system

3. SFA performance reports management (App & Backend System)① M2 or other supervisors will be able to review performance reports based on performance levels or M1

group, reports in other format will be optional.② M1 and (or) M0 will be able to view leaderboards, daily challenges, Luck Day tasks and detailed

personal performance report.


Agenda

4





• App Process


• Q & A


System Interface

System

Backend Module

APP Module

Database

System Architecture

Performance Tracking

Sales Call

SFA DB

Reports

Configuration

SFA

The new requirements will impact or change three existing modules including smart phone app and backend system modules, new configuration module will be added to backend system for gamification dictionary configuration.


Agenda

6





• App Process


• Q & A


String = varchar/nvarcharDate = DateTimeID = identity, PK, FK

Game Points Table (1)1. ID (PK)2. Business Representative (ID, FK)3. Game Points (INT)4. Year (INT, Constrain(1965~9999))5. Month (INT, Constrain(1~12))6. Day (INT, Constrain(1~31)) 7. Task (ID, FK)

Game Levels Table (2)1. ID (PK)2. Level (INT)3. Level Name (String)4. Points (INT)5. Create Date (Date)6. Update Date (Date)7. Submitter (ID, FK)

Game Rewards Table (3)1. ID (PK)2. Level (ID, FK)3. Badge Name (String)4. Count (INT)5. Create Date (Date)6. Update Date (Date)7. Submitter (ID, FK)

Data Architecture

Game Task-Routes–Points Table (4)1. ID (PK)2. Content (ID, FK)3. Type (String)4. Points (INT)5. Create Date (Date)6. Update Date (Date)7. Submitter (ID, FK)

• Points

• Task

• Rewards

• LevelsFK(Task ID), Points-Task

FK(Level ID), Levels-Rewards

Reference(Points), Points-Levels


Agenda

8





• App Process


• Q & A


SFA configuration management: Points management (New)

There will be a new process for game points statistic and management, every task will be measurable with game points. Once task is finished, then game points will be updated.

Levels management strategy (New)

There will be a new process for game level measurement and management, every game level will be measured based on game points. Once the amount of game points reaches given threshold (refers to game level or stage of mastery), then corresponding game level will be granted.

Rewarding system (New)

There will be a new process for game rewarding management, different game levels will be rewarded with different virtual game treasures such as virtual badges, virtual gifts or virtual diamonds etc.

Performance measurement process


Start

Luck Day

Daily Tasks

Daily Challenges

Competitions

TakeSuccess

Failed

Get Game Points

1

Group Targets

End

The activities listed in the process are available to all M1’s, but they are all optional for M1’s except Daily tasks. Only if M1 finish tasks successfully, M1 will get corresponding game points. If the amount of game points reaches given level thresholds, M1’s level will be updated and corresponding badges will be granted.

Process – Get Game Points


Below is POC visit process for M1 staff, and the performance tracking process will be same as POC visit. However, M1 has one chance to take Luck Day task and gain corresponding game points if successfully finish it. M1’s are also able to take Daily Challenges, competitions and Group Targets to compete for more game points other than regular daily tasks.

StartMorning Meeting

Daily Tasks

Competitions

Group Targets

End

Daily Challenges

Luck Day

Required Routes

Optional Routes

Process – Game Tasks


Game Configuration 1 – Game Level

Game Level : Level Name: Game Poi nts：

Game Level Game Poi nts Create Date Update Date1 10000 9/ 12/ 2014 9/ 12/ 20142 30000 9/ 13/ 2014 9/ 13/ 20143 70000 9/ 14/ 2014 9/ 14/ 20144 130000 9/ 15/ 2014 9/ 15/ 20145 400000 9/ 16/ 2014 9/ 16/ 2014

Game Level : Level Name: Game Poi nts：

Create New Game Level

Operati onUpdate Del eteUpdate Del eteUpdate Del eteUpdate Del eteUpdate Del ete

Update ByTony YeTony YeTony YeTony YeTony Ye

Pal adi nKi ng

Game Level Confi gurati on

HunterLevel Name

Gi antMagi c Master

SearchNew Level

Submit

UI layout, but style maybe different


Game Configuration 2 – Game Task

Content: Type: Game Poi nts：

Type Game Poi nts Create Date Update DateLuck Day 1000 9/ 12/ 2014 9/ 12/ 2014Dai l y Chal l enge 3000 9/ 13/ 2014 9/ 13/ 2014Group Target 70000 9/ 14/ 2014 9/ 14/ 2014Pal adi n Task 1300 9/ 15/ 2014 9/ 15/ 2014Ki ng Task 4000 9/ 16/ 2014 9/ 16/ 2014

Content: Type: Game Poi nts：

Create New Game Task

100(Task I D) Tony Ye Update Del ete101(Task I D) Tony Ye Update Del ete

45(Task I D) Tony Ye Update Del ete99(Task I D) Tony Ye Update Del ete

Content Update By Operati on32(Task I D) Tony Ye Update Del ete

Game Task Confi gurati on

SearchNew Task

Submit



Game Configuration 3 – Game Rewards

Game Level : Badge Name:

Game Level Level Name Badge Name Game Poi nts Count Update By Create Date Update Date1 Hunter Fl ower 10000 3 Tony Ye 9/ 12/ 2014 9/ 12/ 20142 Gi ant Gol d 30000 1 Tony Ye 9/ 13/ 2014 9/ 13/ 20143 Magi c Master Gol d 60000 2 Tony Ye 9/ 14/ 2014 9/ 14/ 20144 Pal adi n Di amond 300000 1 Tony Ye 9/ 15/ 2014 9/ 15/ 20145 Ki ng Di amond 900000 3 Tony Ye 9/ 16/ 2014 9/ 16/ 2014

Game Level : Badge Name: Count：

Create New Game Reward

Update Del ete

Update Del eteUpdate Del ete

Update Del eteUpdate Del ete

Game Rewards Confi gurati on

Operati on

SearchNew Reward

Submit



Agenda

15





• App Process


• Q & A


Sales Call (CR)

The Sales Call process won’t be changed, but bellow two functionalities will be added to this module.

① Daily Challenges (New)

Daily Challenges will be available to all M1’s after morning meeting, every M1 is able to take any challenge showing on the challenges notice board.

② Luck Day (New)

Before morning meeting, a lottery will be available to all M1’s. Every M1 is able to join this lottery to scramble for a special task offered with a big package (game points, badges and/or gifts).

Performance Tracking (CR)

The Performance Tracking process will be changed, current performance tracking process will be remained but one more performance measurement process will be added to Performance Tracking module. That is, gamification performance measurement will be a parallel process with current performance tracking.

① Leaderboards (New)

Leaderboards will be available daily, weekly, monthly and yearly. We have top winners daily based, weekly based, monthly based and yearly based. That is, we will have four reports including Winners Today, Winners This Week, Winners This Month, Winners This Year.

② Personal Performance Report (New)

Personal ranking report will be available everyday to all single M1, M1 can view where they are in their team and in the organization.

App Process


Business flow:

Compete for more game points:

① M1 launches SFA app, M1 goes to Screen 1.

② Press Sales Call (售点拜访 ) button, M1 will be navigated to Sales Call screen. (Screen 1, 2)

③ The first screen is Luck Day. M1 will decide by themselves whether to join this game or skip it. If M1s join Luck Day game, a lottery will be open for gaming offered with a big package (game points and/or gifts) if they finish the task successfully which may be a regular route or a challengeable task. (Screen 3)

④ Following Luck Day, M1s will be navigated to Morning Meeting screen. (Screen 4)

⑤ After Morning Meeting, Daily Challenges will show on the tab offered with multiple tasks such as special challengeable routes or tasks. M1s can skip or take this game. Big packages will offer if competitors finish them successfully. (Screen 5)

⑥ Following Daily Challenges, M1s can go to daily tasks screen including routes internal or external. Game points will offer to M1s if they finish their daily tasks successfully. Game points will be measured by KPIs. KPIs measurement process will remain as current existing process. (Screen 6)

Continue -> Next Page


Business flow:

Check personal ranks and Top Winner leaderboards:

① M1 launches SFA app, M1 goes to Screen 1.

② Press Performance Tracking (业绩追踪 ) button, M1 will be navigated to Performance Tracking screen. (Screen 1, 2)

③ There should be two tabs, one is Personal Performance, the other is Top Winner Leaderboards. (Screen 7)

④ For Personal Performance Report, M1 can view their personal performance such as how many game points there are, what’s the game level, where we are in our team and organization, top 20% for instance. (Screen 8)

⑤ Competitions will be placed on Top Winner Leaderboards, M1 will be able to challenge anyone on the leaderboards to get more game points and to help upgrade their game levels. (Screen 9)


Step 1 – Go to Sales Call

Luck Day, Daily Challenges, Competitions and Group

Targets will be here. They will be integrated into Sales Call

process.

User roles:The main users of this app are M1 staff, so the new processes will be used by M1 and it’s only for Performance Gamification. This module will produce reports on the backend system for M2 or other supervisors.

UI Layout and Site Maps

1

Personal Performance Report, Top Winners (Daily, Weekly, Monthly,

Yearly) Reports will be here. They will be integrated into Performance

Tracking process.

On holiday?? No, go to work, I Know something good

things will happen…


Step 2 – Luck Day

幸运大抽奖

Luck Day. Please surprise me!!!

Luck Day:Luck Day, for fun and for game points as well. If you are efficient enough, you are able to take Luck Day tasks other than daily tasks to get a better performance on your daily work and accumulate more game points. That’s what you want? Just go, go….

3


Step 3 – Daily Challenges

今日挑战

Daily Challenges:Daily Challenges, for proving yourself and for more game points as well. If you are excellent enough, you are able to take Daily Challenges other than daily tasks to get a better performance and accumulate more game points. That’s what you want? Just prove yourself… Ready??? Go……

Task (4000 points)

Task (1000 points)

Task (7000 points)

Daily Challenges. I believe it’s my day

today!!!

5


Step 3 – Morning Meeting

4 6


Step 3 – POC Visit

Work much harder, so I can take a

competition or a daily challenge

66


Step 3 – Personal Performance

That’s my performance. So far, so good. Let me

check Top Winner Leaderboards….

Maybe I am top 40%??

8


Step 3 – Top Winner Leaderboards

Wow…. I am here….

7今日龙虎榜


Step 3 – Competitions 1

Look them. Just so so, I want to challenge him….

I can beat him…. 9


Step 3 – Competitions 2

Just so so, I want to challenge him…. I can beat him….

今日擂台

I’m not afraid to compete with

anyone.

Level: 2

Role: Magic master

Game Points: 43030

XXXXXX

Level: 1

Role: Hunter

Game Points: 23000

XXXXXXXX


Step 3 – More Top Winner Leaderboards

年度龙虎榜本月龙虎榜


Agenda

29





• App Process


• Q & A


SFA performance reports management: Reports – Backend system (New)

There will be new reports for performance tracking. Reports produced in backend system are for supervisor review.

Reports – App (New)

There will be new reports for business representatives. Business representatives will be able to view personal performance report in Performance Tracking module. Business representatives will also be able to view daily, weekly, monthly, yearly leaderboards, and will be able to know their personal ranks and where they are in their team and organization.

The reports will include but not limited to：① Personal performance report (For business representatives only)

② Top Winners Today

③ Top Winners This Week

④ Top Winners This Month

⑤ Top Winners This Year


Gamification Reports

UI Layout and Site Maps

Reports will be placed under

this tab.

ReportsReports format could be cascading or hierarchy.1. Top Winner Reports (Daily, Weekly, Monthly, Yearly).2. Personal Performance Report based on M1.3. Group Performance Report based on districts or

teams.

Report columns (will contain but not limited to)4. Game Points5. Competitor Name6. Game Level7. Game Year8. Game Month9. Game Day


Top Winners Reports – Daily Based

Report layout, but style maybe different

Just so so, I want to challenge him…. I can

beat him….


Top Winners Reports – Weekly Based


Not bad.


Top Winners Reports – Monthly Based


Wow….


Top Winners Reports – Yearly Based


Admirable！！！


Personal Performance Reports – Based on M1


Game Level : Competi tor: Start Date： End Date:

Competi tor Game Poi nts Game Level Top - Dai l y Top - Weekl y Top - Monthl y Top - Yearl y Badges Gi fts Rewardsxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx

Personal Performance Report

Search

Export Report

Backend system reports for review


Group Performance Reports – Based on Districts or Teams


Year: Month: Day： Di stri ct:

Competi tor Game Poi nts Game Level Year Month Day Di stri ctxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxxxxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx

Top Wi nner Leaderboards Report

Search

Export Report

Backend system reports for review


Agenda

38





• App Process


• Q & A


Q & A


Thank you!

SFA 2.0 R3 Gamification Function Design

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