Company Name
Email Address
*
How would you rate your financial management and reporting process?
Foundational: No integration, limited monthly reporting.
Competitive: Limited integrations, dimensional reporting.
Best in class: Multi-company management, consolidation.
Transformative: Real-time reporting and dashboards, sales tax, approval routings and workflows.
How would you rate your warehouse process?
Foundational: Paper-based workflows, operator driven, basic inventory tracking.
Competitive: RF/mobile barcode scanning, manual replenishment, and cycle counting.
Best in class: Inventory allocation by FIFO/FEFO, dynamic put-away, integrated ASN.
Transformative: Wave planning, cartonization, labor planning, dynamic slotting.
How would you rate your eCommerce process?
Foundational: Legacy eCommerce, limited presence.
Competitive: Simple search, basic checkout, disconnected, and disjointed data.
Best in class: Single platform, B2B and B2C, not mobile.
Transformative: Omnichannel, real-time, scalable, single data model, responsive.
How would you rate your marketing process?
Foundational: Limited customer data and communication, brochure, website.
Competitive: Customer lists, unified messaging, drip marketing knowledge base.
Best in class: Promotions, business intelligence, workflows, unified messaging.
Transformative: Lead scoring segmentation, SEO, real-time metrics and ROI.
How would you rate your sales process?
Foundational: Basic contact info.
Competitive: Centralized contact management, forecast planning.
Best in class: Pipeline, forecasting, commission, management, variable pricing.
Transformative: Sellers, scorecards, real-time visibility, dynamic pricing.
How would you rate your sourcing process?
Foundational: Manual spreadsheet-centric, time-consuming.
Competitive: Demand planning, consolidated views, multiple locations.
Best in class: Messaging, exception flagging, PO tracking, consolidated procurement.
Transformative: Vendor portals, scorecards, contacts.
How would you rate your support process?
Foundational: No issue tracking, customer data in silos.
Competitive: Non-collaborative, 1:1 issue tracking.
Best in class: Central customer data repository, team collaboration.
Transformative: Complete customer view, customer portal, workflow, automation, infrastructure.
How would you rate your technology process?
Foundational: Fragmented systems, poor data.
Competitive: Multiple tools and technologies, internally managed.
Best in class: Single data model, customized frameworks, optimized for scale.
Transformative: Multi-tenant, real-time cloud, automatic updates,embedded intelligence.
Rate the priority of each process for your company
Rows
Very important
Somewhat important
Not a priority
Financial management and reporting
1
2
3
Warehousing
4
5
6
eCommerce
7
8
9
Marketing
10
11
12
Sales
13
14
15
Sourcing
16
17
18
Support
19
20
21
Technology
22
23
24
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