Offer Management & Digital Customer Experience Industry Management Forum Matt O’Kane November 2013 Schneider Electric Company Confidential – Do Not Distribute Agenda ● Organizational Update ● 2013 Promotional Campaigns ● New Product Launches ● 20/30mm Revised Pricing Update ● Digital Customer Experience ● Apps & CPQ ● Input for new US web site Schneider Electric Company Confidential – Do Not Distribute 2 Organizational Update Schneider Electric Company Confidential – Do Not Distribute Offer Management Offer Marketing Keith Sink Scott Sommerfeld Dipin Jain Offer Management Ed Sandlin Manager Mark Eubanks Push Buttons, Tower Lights Selin Yilmaz Pam Naylor Relays, Pendants, CAM Terry Harmon Jacob Kimball Controllers (SoMachine) Alec Grainger Shunte McMillian Magelis – HMI/IPC (Vijeo) UR – Jan 2014* George Caudle Dave Collins Pro-face – HMI/IPC (GP-ProEX) Safety – Power Supplies Offer Marketing Nicole Scott Intern TBD Nancy Dowd Relays Private BL Pro-face Marcom Janelle Morris Alex Tkachenko Relays Private BL Pro-face Marcom Russell Hawkins Mohammed Khan Relays Private BL Pro-face Marketing Ann Beaman Offer Mgmt Processes (incl Quality) Peter Hess Customer Service – Relay CC Ted Cobb Customer Service – Relay CC Tech Resources/Training Pricing/Competitive Analysis Emi Tashiro Tony Lane Junix Dayao * Jacob Kimball will support until Jan 2014 Schneider Electric Company Confidential – Do Not Distribute 4 Offer Management Offer Marketing • Roadmaps • Launch Strategy • eLaunch Pkg Creation • eLaunch Pkg Execution • Technical Literature (Tech Pubs) • Commercial Literature (Marcom) • Pre-Launch Technical Training • Commercial Training • Global Interface (pre-launch) • Global Interface (post-launch) • Pre-launch forecast (coordination) • Forecasting • CN infos execution • CN infos creation • Digest edits • Digest initial new product input • Sales/Channel Meetings • Project Support Customer Visits • Digital Marketing Tools • Part # creation / Q2C Load • Market Pricing • PSAP / Quality / Compliance • Promotions • Safety Reviews • VOC (Voice of Customer) • Release for Sale • Demo Creation • Field Tests • Product Positioning (commercial) • Product positioning (internal) Schneider Electric Company Confidential – Do Not Distribute 5 Marketing Competency Improvement Course Description Course Code Offer Management Offer Marketing UR / New Hire Length of Training What is the Marketing Mix BSMK025 15 mns Defining the marketing mix for new products ZSMK020 15 mns Discovering our Market Segments MKTMKTE0001 45 mns Discovering our Machine Segments MKTMKTE0005 30 mns Offer Management MKTMKTI000015 21 hrs Offer Specifications MKTMKTI000017 14 hrs Offer Management and Optimization - Part 3: Evolution Optimization of your Offer MKTMKTI000016 7 hrs Introduction to Price Management MKTMKTI000018 7 hrs Price Management - Perceived Offer value MKTMKTE000002 2 hrs Analyzing your competitive position BSST015 CoLa User MKTMKTW000002 1 hrs Country Offer Introduction MKT 011616 7 hrs Country Offer Introduction Basic MKTMKTW000001 1 hrs Mastering Marketing Concepts MKTMKTI000014 14 hrs Marketing for New or Non Marketers MKTMKTI000013 7 hrs Analyzing market dynamics BSST018 Solutions Value Proposition ESUMKTI001 16 hrs The theory of competitive advantage by Michael Porter BSST002 30 mns Business Finance for non Financials - Introduction to Basic Financial Literacy FINENG0006 8 hrs Launch Process Management MKT 011618 7 hrs Discovering our Machine Segments MKTMKTE0005 45 mns Presenting Your Ideas with Impact LEAMANI017 16 hrs The Industry Business Story GWEINB001 1 hrs Launch Process Management MKT 011618 7 hrs CASH Professional Selling SEASALI000001 30 mns 30 mns Optional TOTAL TrainingTime Classroom Time 84.5 80.75 59 60 Schneider Electric Company Confidential – Do Not Distribute 35 6 2013 Promotional Campaigns Schneider Electric Company Confidential – Do Not Distribute C&S Key Marketing Activities for 2013 Distributor Training Modules: • Rollout Launch Plan: • June: Web Tools, Apps and Online Resources • July: Harmony 22mm Push Buttons (Access Point, Rope Pull, 40mm) • Aug: Signaling & Tower Lights (XVU) • Sept: SSR and Plug In Relays (Socket & SSR’s) • Oct: Control & Measurement Relays (Temperature Controller) • Nov: Zelio Timers Schneider Electric Company Confidential – Do Not Distribute 8 New Product Launches 2013 & 2014 Schneider Electric Company Confidential – Do Not Distribute 2013 New Product Launches: XB7 383 pcs $61K Sales Launched January Launched March Launch December XVU XB5R: Access Points XB5S: Biometric 2 Launched July Launched July Launch December Schneider Electric Company Confidential – Do Not Distribute 14 Offer Performance Optimized Software Controllers Safety Servo Drives Motors Robotics SoMachine Basic M168 M221 Relays M241 TM3 High Performance SoMachine Motion V4.0 SoMachine V4.0 M251 M258 XPSMC LXM23+ LXM28 LXM32 BCH BCH2 BMH LMC058 XPSMCM LMC078 Esm LXM32I LXM32S BSH Linear Motion LMC101 LMC600 SLC TM5 LXM62 Drives LXM52- IL. SH Delta Pick & Place Grantry New - 3 Software Platforms, 18 products Schneider Electric Company Confidential – Do Not Distribute 15 Altivar Process: Your Process Deserves More than a Drive ● Business optimization • Energy management ready • Digital services ● Real time intelligence • From data to insights • Smart process object Services Oriented Drives ● User friendly device up to 1.5 MW • Versatile integration ● Performance • Enhance motor control • Safety integrated ● The Green Drive • Green premium labeled Enhanced • Energy friendly Drives core proposition Schneider Electric Company Confidential – Do Not Distribute 16 Additional 2014 New Products SSL SSM1 SSM2 SSP Schneider Electric Company Confidential – Do Not Distribute 17 22/30mm Revised Price Update Schneider Electric Company Confidential – Do Not Distribute Push Button ”I Have It in Stock” Program Objective(s): > Grow Push Button through stock business, minimize negotiations and be easier to do business with….for small transactions How: > Distributor stock program to drive ease and availability for selling to End Users and small OEM’s > Reduced into stock price – reduce need for negotiations > Distributor Stocks Component BOM – allows assembly (“I have it in stock”) for 80% of offer availability Schneider Electric Company Confidential – Do Not Distribute 19 Push Button ”I Have It in Stock” Program Program Details: > Initial order of $10K Select from Product Modules: • 16mm XB6 – plastic • 22mm XB7 – monolithic • 22mm XB4 – metal • 22mm XB5 – plastic • 30mm 9001K – metal • 30mm 9001SK - plastic Pre-determined BOM [part # and quantity] Each module prices ~$1000 – $3000 > =S= Provides … Discounted ITS price [~.5 > .3] Demo Kit for each module ordered Reverse Configurator Training Webinar Web Banner – Ad Text for promotion > Distributor Agrees > Replenishment Parts Available Select Part #’s from BOM or choose entire module Minimum order value of $___ (same as initial) Use code to get same discount Must have purchased initial kit to replenish Promote availability of through stock Plan of action to target new through stock CDM engaged to plan/monitor Schneider Electric Company Confidential – Do Not Distribute 20 Digital Customer Experience Schneider Electric Company Confidential – Do Not Distribute 22 & 30mm Competitive Comparison Sheet – Interactive pdf Schneider Electric Company Confidential – Do Not Distribute 22 iPad/Android App Development 17 iPad / Android Apps deployed eCatalogs Visual Product Configurators Energy & Cost Saving Calculators Over 65,000 downloads! 4 currently under development Magelis HMI VC in December Drives eCatalog Repair mobile App Drives VC email update Schneider Electric Company Confidential – Do Not Distribute 23 Altivar 212 eCatalog Schneider Electric Company Confidential – Do Not Distribute 24 SE Repair – History / Warranty APP Concept • Scan the SEIRS barcode with the smart device • App pulls history based on existing queries • Displays current warranty status • Display available inventory and current price • Offer to purchase or print packing list Schneider Electric Company Confidential – Do Not Distribute 25 BIM Web Deployable Drive Models ● Schneider Electric is pleased to announce an Innovative FIRST! ● Multi-format BIM: Revit, CADmep+, Bentley, ● Downloadable via US website, only manufacturer with a configurator and multi-format ● BIMxchange: Manufacturer Content Cloud for MEP Engineers ● Launch Date: December 2013 Available for S & E Flex Enclosed Drives Schneider Electric Company Confidential – Do Not Distribute 26 BIM Engineering & Fabrication Design Schneider Electric Company Confidential – Do Not Distribute 27 Revit & Bentley BIM Examples Schneider Electric Company Confidential – Do Not Distribute 28 CPQ Current State • Includes Open and Enclosed Drives & Soft Starts – • Functionality: – – – – • Cloud based Configure products & services Create project quotes Generate project submittals and quote documents Support for simple and complex configured products Next Steps: – bFO implementation July 2013 (completed!) – IPO Project approved to link to Q2C – 3/14 – Adding Altivar Plus, PowerGard & Active Matrix Control & Signaling products Schneider Electric Company Confidential – Do Not Distribute 29 New US Web Site Coming We need your feedback: • We will be sending you a survey monkey link • Your feedback is vital in helping us develop and deploy our new web site!! Schneider Electric Company Confidential – Do Not Distribute 30 Thank you for your TIME & SUPPORT!! Schneider Electric Company Confidential – Do Not Distribute 31