January 2024 Highlights – Cloud TPM

by | Jan 31, 2024

Cloud TPM: The Ultimate Trade Promotion Management Suite on SAP Business Technology Platform

Elevate your business with our comprehensive SAP BTP application. Experience seamless management of territories, promotions, and funds all in one place fully integrated with SAP S/4 HANA Backend. Our intuitive screens provide a clear view of your operations, ensuring you’re always in control.

Recent Cloud TPM Suite Updates: Simplifying Trade Promotion Management

I’m happy to announce the latest update in our Cloud TPM suite for this month. As part of these enhancements, we’ve introduced 2 new features: the Approval Workflow, and the Territory Widget. Each of these additions enhances the functionality and usability of our platform.

Territory Widget

Scope:

  • Status Overview: Get a quick look at the stage of each promotion:
    • Draft: In the initial planning phase.
    • In Planning: Being worked on.
    • Submitted for Approval: Ready for review.
    • Rejected: Not approved.
    • Released: Currently active.
    • Finished: Successfully completed.
    • Cancelled: Abandoned.

Benefits:

  • Simplicity: The dashboard is straightforward, showing you everything at once to avoid confusion.
  • Efficiency: It’s quick to use. You can add, remove, or check on a promotion without much effort.
  • Clarity: With all the information in front of you, it’s clear what needs your attention and what’s under control.

Promotions – Approval Workflow

The Cloud TPM’s Approval Workflow is a systematic process ensuring new promotions are reviewed before implementation. Users trigger it by changing the status to “Submitted for Approval.” Approvers must provide a note when rejecting promotions. Notes are visible in “Promotion Details,” enhancing transparency, control, and efficiency in promotion management.

Discover how we manage promotion approval

1. Promotion in “In Planning“ status is opened, “Edit Mode” is enabled and Status is changed to “Submitted for Approval“

2. In Business Process Automation (BPA) application “My Inbox” is opened next the newest approval request is selected and promotion is beeing approved

3. User opens promotion in new tab

4. Promotion Details page with proper ID is opened

Discover how we manage promotion rejection process

1. Promotion in “In Planning” status is opened, “Edit Mode” is enabled and Status is changed to “Submitted for Approval“

2. In Business Process Automation (BPA) application “My Inbox” is opened next the newest approval request is selected, note is filled out with a reason why promotion is beeing rejected.

3. User opens promotion in new tab

4. Promotion Details page with rejection note is visible

Benefits:

  • Control: More control over which promotions get implemented and can prevent unauthorized promotions.
  • Efficiency: The process helps you avoid errors and ensures that promotions are well-thought-out before proceeding.
  • Transparency: Approvers are required to explain their decisions, making the process transparent and accountable.
  • Error Prevention: It reduces the risk of mistakes in promotion management.
  • Accountability: Everyone involved is held accountable for their decisions in the approval process.
  • Improved Quality: Ensures only well-considered promotions move forward, improving the quality of your promotions.
  • Streamlined Process: The workflow simplifies and organizes the promotion management process.
  • Cost Savings: By avoiding errors and improving promotion quality, you can save costs in the long run.

30 November 2023

Territory Management

Scope:

  • Geographical responsibility area per KAM
  • Product Category and Retailer
  • Hierarchy Tree and Product Brands representation
  • Hierarchy Tree and Customer Retail structure representation

Benefits:

  • Simple division of responsibility based on company’s organizational structure
  • Planning on specified products
  • Planning on specified customers

Promotion Management

Scope:

  • Product List price taken from SAP ECC per selected customer, respecting pricing procure
  • Promotion Costs representation and mapping to Rebates and Discounts
  • Predefined check across different promotions to validate overlapping date, products and customer
  • Promotion Costs representation and mapping to Rebates and Discounts

Benefits:

  • Planning by division of the responsibilities in the company
  • Available products displayed in easy hierarchy
  • Promotion approval workflow to manage status and decisions
  • Trade Spends calculations
  • Total spends calculations in the flay

Funds Plans & Funds Management

Scope:

  • Plan budget by Product Category, Retailer, person responsible and dates
  • Track fund and its usage e.g. per promotion
  • Fund could be automatically determined on promotion based on predefined rules
  • Budget verification and its consumption during promotion execution

Benefits:

  • Budget planning possible on every customer hierarchy level and every product hierarchy level
  • Possibility to adapt fund determination logic based on businesss requirements
  • Possibility to manually change the fund on the promotion
  • Possibility to track budget and fund consumption

Claim Management

Scope:

  • Create, validate and settle claims related to planned promotions

Benefits:

  • Automatic Claim Creation

Project Milestones:

  • Project Tracking Application MVP: Completed the MVP scope for a distinct client, laying a robust foundation for future expansions.
  • Workflow Management Advancements: Developed two critical workflows:
    • Purchase Price
    • Contract Reservation Approval.

Looking Ahead:

We’re thrilled about the future and eager to continue our journey of innovation and excellence. Stay tuned for more updates as we reach new milestones.

Featured Videos:

Trade Spend Management

Total Cost Calculation

Please, check our other news regarding your business

Need More Information?

Our experts are ready to assist. Email: bartosz.szumiel@nsp.biz.pl, Phone: +48 604 279 798