5th Annual SASSIE / ATHENA User Group Meeting Chicago 2006

11

5th Annual SASSIE / ATHENA

User Group Meeting

Chicago 2006

5th5th Annual User Group Meeting - CHICAGO 2006 Annual User Group Meeting - CHICAGO 2006 22

INTRODUCTION & WELCOMEINTRODUCTION & WELCOME

WelcomeWelcome (John Hsu, Managing Partner, SurfMerchants LLC)(John Hsu, Managing Partner, SurfMerchants LLC)

Today’s ScheduleToday’s Schedule 1:00-3:001:00-3:00 PresentationsPresentations 3:15-4:003:15-4:00 Power TipsPower Tips 4:15-5:004:15-5:00 Breakout SessionsBreakout Sessions

SurfMerchantsSurfMerchantsTony Felos, Managing PartnerTony Felos, Managing PartnerColleen Mullin, Senior DeveloperColleen Mullin, Senior DeveloperGalina Petrova, Senior Project ManagerGalina Petrova, Senior Project ManagerChris “Biggs” Golembewski, Feature PreacherChris “Biggs” Golembewski, Feature Preacher


SASSIE ANNUAL REPORTSASSIE ANNUAL REPORT

Who’s getting on SASSIE these days ?Who’s getting on SASSIE these days ?

• As of 2006, “Pre-Sales consultation program”As of 2006, “Pre-Sales consultation program”• 1 new MS company on SASSIE platform in 2006 1 new MS company on SASSIE platform in 2006

(European)(European)• Last month best shop counts ever, beating Last month best shop counts ever, beating

previous record by 14%, meaning YOU are doing previous record by 14%, meaning YOU are doing better than everbetter than ever



Who is SASSIE these days ?Who is SASSIE these days ?

Hires in 2006Hires in 2006David Gucwa – DeveloperJacob Novero – DeveloperAnthony Giza – Account ManagerAndrew Bibby – Technical SupportBrian Clee – Technical Support



What about the competition?What about the competition? “Oh goody, we need a minor league system” “A rising tide rises all ships” Personal Mission - Prove SASSIE way is the right way

Regular people working with regular peopleRegular people working with regular people Half company dedicated to customer serviceHalf company dedicated to customer service Prove company that only hires in America can beat company that outsourcesProve company that only hires in America can beat company that outsources

Bottom line:Bottom line: Never lost a client doing more than 5 shops/monthNever lost a client doing more than 5 shops/month MS Companies on SASSIE always become more successfulMS Companies on SASSIE always become more successful


SASSIE PRIORITIES for the NEXT YEARSASSIE PRIORITIES for the NEXT YEAR


POWERPOWER

Our Top Priority: POWER TO THE PEOPLEOur Top Priority: POWER TO THE PEOPLE

Give you the power to meet client needs all Give you the power to meet client needs all by yourselfby yourselfMore customizationsMore customizationsMore controlMore controlMuch lower costMuch lower costFaster / instant turnaroundFaster / instant turnaround


POWERPOWER

How are customizations done now ?How are customizations done now ?

HOME

10 20 30 40 50 40 30 20 10CLIENT

Req Gathering

Proj Spec Writing

Programming


POWERPOWER

Problem #1: More of you than us !Problem #1: More of you than us !

HOME

10 20 30 40 50 40 30 20 10CLIENT

Req GatheringREPORTERATOR !


POWERPOWER

REPORTERATOR scenariosREPORTERATOR scenarios

It’s 10 AM & client wants a 5 question rollup report. It’s 10 AM & client wants a 5 question rollup report. > Deliver it this afternoon ! > Deliver it this afternoon !

Client wants “a few tweaks” to a reportClient wants “a few tweaks” to a report > Revise the report in an hour ! > Revise the report in an hour !

You want a custom report to impress client, but can’t justify $$$You want a custom report to impress client, but can’t justify $$$ > Create it yourself for free !> Create it yourself for free !


POWERPOWERREPORTERATORREPORTERATOR


































POWERPOWER


POWERPOWER

REPORTERATOR is the best tool for :REPORTERATOR is the best tool for :

Basic to intermediate complexity reportsBasic to intermediate complexity reports

Dynamic/Interactive reportsDynamic/Interactive reports

Reports you can re-use across multiple clientsReports you can re-use across multiple clients

RELEASE DATE : August/SeptRELEASE DATE : August/SeptCOST : FREECOST : FREE


POWERPOWER

Problem #2: Problem #2:

Client wants tricky, highly formatted reportClient wants tricky, highly formatted report

HOME

10 20 30 40 50 40 30 20 10CLIENT


POWERPOWER


POWERPOWER

Cheap (starts at $200)Cheap (starts at $200) Instant results (w/ instant revision capability)Instant results (w/ instant revision capability) Easy to use (make reports within a week)Easy to use (make reports within a week) Huge installed base for support, training & Huge installed base for support, training & contractorscontractors Page layout-style formatting and graphicsPage layout-style formatting and graphics Huge library of reporting & statistical toolsHuge library of reporting & statistical tools Outrageous Charts & GraphsOutrageous Charts & Graphs Exports to PDF, HTML, Word & ExcelExports to PDF, HTML, Word & Excel Upgrade path ( future direct SASSIE access )Upgrade path ( future direct SASSIE access ) Support consulting & analysis efforts Support consulting & analysis efforts


POWERPOWER

CRYSTAL REPORTS is the best tool for :CRYSTAL REPORTS is the best tool for :

Basic to High complexity reports (esp things Reporterator Basic to High complexity reports (esp things Reporterator can’t do)can’t do)

RELEASE DATE : NOW (Sept/Aug for C.R. RELEASE DATE : NOW (Sept/Aug for C.R. shop export)shop export)

COST : Free ($200 for basic Crystal Reports)COST : Free ($200 for basic Crystal Reports)


POWERPOWERProblem #3: Problem #3: Need programmed custom report, but process is long, painful and expensiveNeed programmed custom report, but process is long, painful and expensive

HOME

10 20 30 40 50 40 30 20 10

CLIENT

Req Gathering

Proj Spec Writing

Programming

What about this ?!?

They said that

Forgot to ask thisOh, now they want that

OK, we go it

How’s this ?

Not what they wanted

Reprogram

Re-spec


POWERPOWER

Problem #3: Problem #3: Need programmed custom report, Need programmed custom report, but the process is too long, complicated and expensivebut the process is too long, complicated and expensive

HOME

10 20 30 40 50 40 30 20 10CLIENT

Req Gathering-Proj Spec Writing

Programming

TECH LIAISON & SASSIE BOOT CAMP


POWERPOWER

Tech Liaison PowersTech Liaison Powers Cut development fees in halfCut development fees in half In house expert SASSIE support In house expert SASSIE support Reduce Athena CSM/Acct Mgr hourReduce Athena CSM/Acct Mgr hour FREE form versioningFREE form versioning Location import & RE-imports, History ImportsLocation import & RE-imports, History Imports Advanced trainingAdvanced training Communication with SASSIE’s top techs & programmersCommunication with SASSIE’s top techs & programmers Complete Manager permissions controlComplete Manager permissions control Access to restricted Bulletin Boards and ChatroomsAccess to restricted Bulletin Boards and Chatrooms Input into future SASSIE feature developmentInput into future SASSIE feature development Can train & certify form creatorsCan train & certify form creators Beta Tester privileges & first access to new modulesBeta Tester privileges & first access to new modules


POWERPOWER

You might be a Tech Liaison if …You might be a Tech Liaison if … You’re the sucker everyone calls to get the ^#@&*@^ internet back upYou’re the sucker everyone calls to get the ^#@&*@^ internet back up You can make Excel and Word do things that are illegal in 6 statesYou can make Excel and Word do things that are illegal in 6 states You hear “I was going to put this in the SassieTracker, but I thought you You hear “I was going to put this in the SassieTracker, but I thought you might know … “ 10 times a day. might know … “ 10 times a day. You get stuck on conference calls whenever there’s a REALLY hard You get stuck on conference calls whenever there’s a REALLY hard programming project to get done, because you’re the one person who programming project to get done, because you’re the one person who can translate your client’s vague requests into technical requirements. can translate your client’s vague requests into technical requirements. You actually CAN SQL and HTML your way out of a wet paper bag.You actually CAN SQL and HTML your way out of a wet paper bag. You got mad math skills and statistical know-how.You got mad math skills and statistical know-how. You’ve got 10 hrs/week or more to dedicate to SASSIE guru-hood.You’ve got 10 hrs/week or more to dedicate to SASSIE guru-hood. You’re so detail oriented, it really bothers you that the bullets on this pageYou’re so detail oriented, it really bothers you that the bullets on this page are blue and the text is yellow.are blue and the text is yellow.


POWERPOWER

SASSIE BOOT CAMP (for TL’s)SASSIE BOOT CAMP (for TL’s) Application process involvedApplication process involved

3 day training in Boston with experts in each discipline3 day training in Boston with experts in each discipline

For experienced employees or new employee specifically hired for this For experienced employees or new employee specifically hired for this position (we will help screen if you are hiring new person)position (we will help screen if you are hiring new person)

First boot camp : anticipated Fall ‘06 (September / October)First boot camp : anticipated Fall ‘06 (September / October)

Cost : FREE Cost : FREE ( best investment you can make towards maximizing value of SASSIE -( best investment you can make towards maximizing value of SASSIE - a good tech liaison will save $$$ and time)a good tech liaison will save $$$ and time)


POWERPOWER

The New GameThe New Game

ReporteratorCrystal Reports

Tech LiaisonCustom Reports

Dynamic/Web Formatted/ Static / Print

Hard

Easy


POWERPOWER

The Display CustomizerThe Display Customizer

Sometimes clients just want something added or removed from individual shop displaySometimes clients just want something added or removed from individual shop display

We do so many of these small custom displays that we decided to give you the ability to do this instantly yourselfWe do so many of these small custom displays that we decided to give you the ability to do this instantly yourself

Arrival Date : October 3rdArrival Date : October 3rdCost : FREECost : FREE


POWERPOWER

Instant SkinsInstant Skins

Your competition does a sales pitch with this :Your competition does a sales pitch with this :

You come in with THIS :You come in with THIS :


POWERPOWER

Instant SkinsInstant Skins

Designer fills graphics into “hot-spot” template :Designer fills graphics into “hot-spot” template :

You come in with THIS :You come in with THIS :


POWERPOWER

Instant Skins vs Custom SkinsInstant Skins vs Custom Skins

INSTANT SKINS CUSTOM SKINS Must fit pre-defined hotspots Can move, resize or remove

hotspots Client Nav bars only: “powered by SASSIE” required unless ATHENA

Client, Admin and Shopper Nav bars

Self designed Designed by you or SurfMerchants

Self installed Installed by SurfMerchants No language switching Can autoswitch to different

languages One price for unlimited skins: - $750 for SASSIE users - FREE for ATHENA users

Cost for each skin: ATHENA: Hourly SASSIE: approx $1000 ($500 + hourly)

Available : Fall 2006 Available now


KNOWLEDGEKNOWLEDGE

How much of SASSIE do you know ?How much of SASSIE do you know ?

How “user-friendly” is SASSIE ?How “user-friendly” is SASSIE ?


KNOWLEDGEKNOWLEDGE

How do we get more “SPUNC” so you can know the SASSIE better and know about newly added features ?How do we get more “SPUNC” so you can know the SASSIE better and know about newly added features ?

Structured -Structured - WHY is the interface organized this way ? WHY is the interface organized this way ?

Predictable -Predictable - WHAT will happen if I do this ? WHAT will happen if I do this ?

Understandable -Understandable - Can the system do this ? Can the system do this ?

Navigable -Navigable - WHERE do I go to do this ? WHERE do I go to do this ?

Consistent Consistent - WILL all of the system always look and act this way ?- WILL all of the system always look and act this way ?


KNOWLEDGEKNOWLEDGE

New Admin Nav BarNew Admin Nav Bar


KNOWLEDGEKNOWLEDGE

Quick Tips / Beginner & Expert modesQuick Tips / Beginner & Expert modes


TRUSTTRUST

Do you trust that your shoppers can do the shop correctly ?Do you trust that your shoppers can do the shop correctly ?

Do you trust that your shoppers are who they say they are ?Do you trust that your shoppers are who they say they are ?


TRUSTTRUST

Advanced Shopper TestingAdvanced Shopper Testing


TRUSTTRUST

Shopper Verification StrategyShopper Verification Strategy

Duplicate Shopper Search

Signup Alert (Shopper Trapping)

Social Security Number

Paypal

Phone & Address


TRUSTTRUST

Duplicate Shopper SearchDuplicate Shopper Search


TRUSTTRUST


TRUSTTRUST

Signup AlertsSignup Alerts


TRUSTTRUST


TRUSTTRUSTSocial Security / Name matchingSocial Security / Name matching

1.1. Check existing shopper dbCheck existing shopper db2.2. Tell you which ones match, which don’t and if you have shoppers with duplicate SSN’sTell you which ones match, which don’t and if you have shoppers with duplicate SSN’s3.3. Give shoppers opportunity to enter “legal name”Give shoppers opportunity to enter “legal name”4.4. Check every time there is a new signup, name or SSN change (results in a few days).Check every time there is a new signup, name or SSN change (results in a few days).

Available: Fall 2006Available: Fall 2006Cost: FreeCost: Free


TRUSTTRUST

Shopper Verification StrategyShopper Verification Strategy

Duplicate Shopper Search

Signup Alert (Shopper Trapping)

Social Security Number

Paypal

Phone & Address


VISIONVISION

Giving you & your client theGiving you & your client theeagle eye view as quickly as possibleeagle eye view as quickly as possible

Turnaround Report - Measures Company EfficiencyTurnaround Report - Measures Company EfficiencyAvailable: NowAvailable: Now

Cost: Free Cost: Free

Status Viewer:Status Viewer: Advanced Shop Count GeneratorAdvanced Shop Count Generator

Especially good for billingEspecially good for billingAvailable: NowAvailable: Now Cost: FreeCost: Free


VISIONVISION

Turnaround ReportTurnaround Report


VISIONVISION



VISIONVISION



VISIONVISION


CLIENT NAME


VISIONVISION

Status ReportStatus Report


VISIONVISIONStatus ReportStatus Report


VISIONVISIONStatus ViewerStatus Viewer






VISIONVISION

Express LoginExpress Login


VISIONVISION

Execu-ViewExecu-View


COLLEEN’s POWER TIPSCOLLEEN’s POWER TIPS

LOGIN EXPIRATION RECOVERY



EVENT LOG







BILLING:MANUALLY SETTING SHOPS TO PAYABLE



FIXING MANAGERSATTACHED TO SHOPS



UNIVERSAL QUESTION SETS



ALTERNATE QUESTION SETS


GALINA’s POWER TIPSGALINA’s POWER TIPS

COPYING SURVEY CUSTOMIZATIONSBy creating a

Test client and test survey



COPYING SURVEY CUSTOMIZATIONSBy creating a

Test client and test survey



CLIENT MASTERvs

CLIENT SUPERVISOR



DON’T DELETE THAT CLIENT OR SURVEY !Deactivate them !



ACTIVATING REPORTSFor a specific client or specific managers



ACTIVATING REPORTSFor a specific client or specific managers



CLIENT ANNOUNCEMENT SYSTEM



CLIENT ANNOUNCEMENT SYSTEM



SMARTFORMS TIP(surveys that auto-change depending on location)

How to set SMARTFORMS in 1/10th the time



SMARTFORMS TIP



SMARTFORMS TIP



SMARTFORMS TIP



SMARTFORMS TIP


BIGG’s POWER TIPSBIGG’s POWER TIPS

Bulk Location Import

Location Export

Bulk Location Stickies Import



Location Stickies Bulk Importer



Location Stickies Bulk Importer





MULTI-PAGE FORMS

Making long forms easier for shoppers



LOCATION REORG WIZARD

Reassigning locations with a few clicks


THANK YOU !

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5th Annual SASSIE / ATHENA User Group Meeting Chicago 2006

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