Barriers & Objectives

Barriers for faster closing

Objectives: of the month:
RETL Month Closing in 3 days
Seamless process Manual Input
Reporting automatization Risk of error
Synergy with Controlling Body Time Consuming
A single real-time BI for product-lvl Data incompatibility/ IT System
analysis

How?

o Identify the process done manually by KAE, Marketing Specialist and MasterData
o Create new platforms for real-time information with automatic values processing
o Send the projects to IT according to the procedure
o Split projects on Quick Wins, Short Term Automatization, and Long Term Development
o 2 work session/ week with IT, Commercial & Finance: business analyst and software eng.

1
Current Processes

Current Process - 7 Steps 1 2 3 4 5 6 7

Department B2C Expert Supplier Financiar/Taxes Legal Financiar/Taxes Legal GM/CFO
Contract System/Manual work Microsoft Word email System (OnBase) System (OnBase) Paper base Paper base Paper base
Flow Task raport creation validation for validation for validation for signature for signature for approval

Current Process - 5 Steps 1 2 3 4 5

Department B2C Expert B2C Expert B2C Expert Marketing B2C Expert
Promotion System/Manual work email Microsoft Excel Share drive Share drive
Flow supplier request Promotion analisys Catalog photos - Promotion Checks
Task
for promotion & decision supplier request Catalog creation & Corrections &

Current Process - 3 Steps 1 2 3

Department B2C Expert Supplier B2C Expert
Promotion System/Manual work Microsoft Excel Email Microsoft Excel
Flow Task Report for each Monthly/Quartly
Meta producer validation Reports PS/DFS

Current Process - 7 Steps 1 2 3 4 5 6 7

Department B2C Expert Sales FMX B2C Expert Sales FMX Sales FMX B2C Expert Data Master
System/Manual work Email Email Email FMX System
Special Price Email Email
Send Setting on HN Email/HN System
Special Price
Pricing
Task Request approval Approval/Changes Approval Setting setting Confirmation system settings

Current Process - 5 Steps 1 2 3 4 5

Department B2C Expert B2C Expert B2C Expert B2C Expert B2C Expert
Monitoring System/Manual work Microsoft Excel Microsoft Excel/ email Microsoft Excel Microsoft Excel/ email Microsoft Excel
Objectives Update Report
Task Action Plan Follow Status Request Order Results
Status

Process 1 2
Department
Market Data B2C Expert B2C Expert
System/Manual work Microsoft Excel Microsoft Excel
Processing
Task Update HN Data Processing

2
Current Closing the Month Timeline

Day1 Day2 Day3 Day4 Day5 Day6 Day7 Day8 Day9 Day10 Day1

- Closing sales/ orders/ validated bills

- Closing of Payments Collection

- Transit Budget FMX-HN for FMX Commercial Accrual

- Due discounts from Commercial HN

- Discounts split by pharmacies

- Transit Budget Accrual – check with Commercial FMX

- Salaries

- Draft balance sheet

- Final balance sheet

- Monthly results & monthly comments

- eCommerce and Pharmacies

- Effects of acquisition/ closing of pharmacies

- Additional Slides Stefan Herfeld

3 21.04.2022
IT Initiatives

4 New Platforms
- RETL Campaign Setting - Nov ’22 Impact:
- RETL Sellout/ Selling Negotiated value with the supplier - Dec ’22 580h/month
- Invoice issuing for services Jan ’23
- - Feb manual work saved
Assign Credit notes received from suppliers ‘23

Split into smaller tasks

Quick wins
Unique Campaign Identification Number
Producer Discount
Recovery Method (NC/PS)
Import & Export Functionalities
HN System for setting Promotions
Registering HN income into the system
Registering HN cuvenitinto
4
Long Term Development
Short-Term Automatization
Automate HN & FMX promotions settings
Unique Campaign Identification Number
Automate ID allocation – Traceability
Producer Discount
Automate Import for products
Recovery Method (NC/PS)
BBD Campaigns
Import & Export Functionalities
Campaign Allocation Display – Traceability
Invoicing for HN Services
Offers split by DC from MRJ HN/ Production
BBD Physical Tag
Campaign Control Export
Excel Template for Campaign Import
Cobranding Attribute
Same product Campaigns Differentiation
Automated Discounts Calculator
 Deadline for 3 Days Month Closing:
Initiatives Timeline February 2023

October November December January February March

Unique Campaign Identification Number
QUICK WINS

Producer Discount
Recovery Method (NC/PS)
Import & Export Functionalities
HN System for setting Promotions
Registering HN income into the system
Registering HN cuvenit into X

Unique Campaign Identification Number

ST AUTOM.

Producer Discount
Recovery Method (NC/PS)
Import & Export Functionalities
Invoicing for HN Services

Automate HN & FMX promotions settings

Automate ID allocation – Traceability
Automate Import for products
BBD Campaigns
LT DEV.

Campaign Allocation Display – Traceability

Offers split by DC from MRJ HN/ Production
BBD Physical Tag
Campaign Control Export
Excel Template for Campaign Import
Cobranding Attribute
Same product Campaigns Differentiation
Automated Discounts Calculator

5
TARGET: Closing the Month Timeline

Day1 Day2 Day3 Day4 Day5 Day6

- Closing sales/ orders/ validated bills

- Closing of Payments Collection

- Transit Budget FMX-HN for FMX Commercial Accrual

- Due discounts from Commercial HN

- Discounts split by pharmacies

- Transit Budget Accrual – check with Commercial FMX

- Salaries

- Draft balance sheet

- Final balance sheet

- Monthly results & monthly comments

- eCommerce and Pharmacies

- Effects of acquisition/ closing of pharmacies

- Additional Slides Stefan Herfeld

6 21.04.2022