Trade Partners

How does Dynamic DSM solve challenges faced by Trade Allies, Contractors, and Implementers

CLONING PROGRAMS

CLONING PROGRAMS

CHALLENGE

CLONING PROGRAMS

 

I cannot quickly and easily copy last year's program(s) and modify for the new year.

In essence, I am forced to manually re-create all the Measures, Automations, and Reports -- when I should just be able to hit a button that duplicates last year's program.

SOLUTION

CLONING PROGRAM TEMPLATES

 

Dynamic DSM allows Program Managers and Admins to clone/copy Program Templates and make tweaks to those templates. 

This cloning can be done individually as well as in bulk. 

We leverage built-in Microsoft Dynamics functionality to accomplish this.

BENEFITS

TIME & FOCUS

 

Processes that previously took weeks or months are now reduced to hours and days.

Program Managers and Administrators can clone individual or multiple Program Templates simultaneously.

PM's love to use the Extract to Excel Online button, followed by making adjustments in Excel Online and hitting the "Save to System" button.

COST EFFECTIVENESS

COST EFFECTIVENESS

CHALLENGE

COPYING THE CURRENT PROGRAM TO THE NEW YEAR

 

Cost Effectiveness testing and reporting are time-consuming and require lots of manual effort.

In essence, my team and I need to work in multiple software tools to track cost effectiveness for a measure, a project, or a program. It would be nice if I could just hit a button!

SOLUTION

CLONING PROGRAM TEMPLATES

 

We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component. 

This supports program modeling in a flexible manner that you have not seen before.

 

BENEFITS

FLEXIBILITY & MODELING

 

Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.

PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.

PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

BUSINESS PROCESSES

BUSINESS PROCESSES

CHALLENGE

DISJOINTED BUSINESS PROCESSES

 

It is unnecessarily difficult to manage my staff, because they work in multiple environments and therefore do not have standardized processes. Hard to use the system.


In essence, it is hard to use my system and difficult for my staff to efficiently do their jobs.

SOLUTION

DYNAMICS INTEGRATIONS

 

Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.

Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team. 

Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.

BENEFITS

CLARITY, HAPPY STAFF

 

Program staff is able to clearly understand their duties because they can work within one single system all day long.

 The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

REMOVE REDUNDANCY

REMOVE REDUNDANCY

CHALLENGE

REDUNDANT DATA ENTRY DUE TO LIMITED INTEGRATIONS

 

We have low system engagement. Everyone has developed their own methodologies, so it is difficult to set up targets and goals regarding system expectations.

In essence, I am not able to define meaningful KPIs across multiple systems.

SOLUTION

XXXXXXXXXXXXXXXXXXX

 

We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component. 

This supports program modeling in a flexible manner that you have not seen before.

 

BENEFITS

xxxxxxxxxxxxxxxxxxxxxxxx

 

Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.

PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.

PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

ENROLLING TRADE PARTNERS

ENROLLING TRADE PARTNERS

CHALLENGE

ENROLLING & MANAGING TRADE ALLIES, CONTRACTORS, AND DELIVERY AGENTS

 

It is unnecessarily difficult to manage my staff, because they work in multiple environments and therefore do not have standardized processes. Hard to use the system.


In essence, it is hard to use my system and difficult for my staff to efficiently do their jobs.

SOLUTION

XXXXXXXXXXXXXXXXXXX

 

Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.

Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team. 

Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.

BENEFITS

XXXXXXXXXXXXXXXXXXX

 

Program staff is able to clearly understand their duties because they can work within one single system all day long.

 The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

TRACKING INFLUENCE

TRACKING INFLUENCE

CHALLENGE

TRACKING INFLUENCE ACROSS PROGRAMS

 

I have no way of tracking the influence from previously participated programs in order to target specific potential participants for this new year/program. Data Mining would be nice.

In essence, it would be nice to have access to the data and perform data mining activities. It would also be useful if the system automatically tracked the marketing source for each Project..

SOLUTION

XXXXXXXXXXXXXXXXXXX

 

We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component. 

This supports program modeling in a flexible manner that you have not seen before.

 

BENEFITS

XXXXXXXXXXXXXXXXXXX

 

Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.

PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.

PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

CRM & COMMUNICATION

CRM & COMMUNICATION

CHALLENGE

CRM & TRANSPARENT COMMUNICATION

 

Collaboration on our Key Accounts is almost impossible. We interact with various people at our customers, and our team members are frequently unaware of other communications taking place with the customer. Therefore, I want my staff to track emails — as well as log Notes, Calls, and Tasks.

In essence, before I visit my Key Account customer, it would be nice to know if another contact at the customer is upset at us. I want my staff to track emails — as well as log Notes, Calls, and Tasks.

SOLUTION

XXXXXXXXXXXXXXXXXXX

 

We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component. 

This supports program modeling in a flexible manner that you have not seen before.

 

BENEFITS

xxxxxxxxxxxxxxxxxxxxxxxx

 

Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.

PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.

PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

COLLABORATION

COLLABORATION

CHALLENGE

INTERNAL COLLABORATION ON PROJECTS

 

Because I have multiple staff members OR departments working on various aspects of the same project, it is frustrating that these staff members cannot collaborate easily or quickly on projects.

In essence, I want to be able to assign various project tasks to the right staff members, while also maintaining visibility to ensure nothing falls between the cracks.

SOLUTION

XXXXXXXXXXXXXXXXXXX

 

Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.

Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team. 

Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.

BENEFITS

XXXXXXXXXXXXXXXXXXX

 

Program staff is able to clearly understand their duties because they can work within one single system all day long.

 The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

CONFIGURE BY MYSELF

CONFIGURE BY MYSELF

CHALLENGE

PERFORM CONFIGURATIONS MYSELF

 

Working with IT staff can be frustrating at times, because making minor adjustments to fields, screens, lists, reports can be very time-consuming. It should not take a month or two to add a field or update a report.

In essence, it would be nice to configure simple things myself.

SOLUTION

XXXXXXXXXXXXXXXXXXX

 

We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component. 

This supports program modeling in a flexible manner that you have not seen before.

 

BENEFITS

XXXXXXXXXXXXXXXXXXX

 

Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.

PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.

PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

GOALS & BUDGETS

GOALS & BUDGETS

CHALLENGE

TRANSPARENT BUDGETS, GOALS, AND REAL-TIME PROGRESS

 

I do not have real-time visibility to my current budget and spending amounts.. I am not able in real-time to see where my savings and my spending numbers are YTD and against my goals.

In essence, I would like to be able to hit a button that immediately opens a report showing me where my program’s KPI’s are — up to the minute. .

SOLUTION

XXXXXXXXXXXXXXXXXXX

 

We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component. 

This supports program modeling in a flexible manner that you have not seen before.

 

BENEFITS

xxxxxxxxxxxxxxxxxxxxxxxx

 

Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.

PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.

PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

DIGITAL SIGNATURE

DIGITAL SIGNATURE

CHALLENGE

DIGITAL SIGNATURE FOR PAYMENT APPROVALS

 

Because our approval requirements are fairly complex and involve money, our compliance department requires us to submit payment request via paper approvals & signatures — which is very time intensive.

In essence, I would love to have a fool-proof, configurable system of digital signatures to manage our payment approval threshold levels.

SOLUTION

XXXXXXXXXXXXXXXXXXX

 

Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.

Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team. 

Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.

BENEFITS

XXXXXXXXXXXXXXXXXXX

 

Program staff is able to clearly understand their duties because they can work within one single system all day long.

 The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

Testimonial

“We have thoroughly compared all the DSM Tracking Systems on the market, and yours is the best — hands down!”

Enbridge Gas Distribution

Uncovering utility needs. Solving ENERGY Problems!

Since 2006, we have been evolving our solutions to handle all rebate programs in a single configurable environment.

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