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L I G H T N I N G TA L K
⏤
N a v i g a t i n g E x t e r n a l
P a r t n e r s h i p s
K e l l i e C a r o n | M a y 5 , 2 0 1 7
WA IT?
WHAT DID SHE JUST SAY?
Proprietary & Confidential. ©2017 2
A P P R E H E N S I O N R E S I S TA N C E G I V E N U P
T h e
ONLY THING THAT MATTERS
Proprietary & Confidential. ©2017 3
B E S T I N C L A S S S H A R I N G R I S K F R E E I N G
OUR COMPANY & CHALLENGE
Proprietary & Confidential. ©2017 4
CUSTOM STOREFRONTWAREHOUSING COMPOUNDING
10-20K PRODUCTS 10,000+ VETERINARIANSCUSTOMER SERVICE
PO RTFO LIO MA NAGE ME NT &
ALIGNING YOUR PROJECT
Proprietary & Confidential. ©2017 5
 Magic Quadrant eCommerce Solution
 Replicate Current State includes OOTB enhancements
PO RTFO LIO MA NAGE ME NT &
VISUALIZING YOUR PROJECT
Proprietary & Confidential. ©2017 6
Pharmacy
Verify Rx
Authorize Rx
C U S T O M E R
P L A C E S A N O R D E R
Operations
Manage Inventory
Manage & Configure Products
Determine Shipping Method
Pick & Pack Order
Manage Order Exceptions
Customer Service
Assistance
Manage Accounts
Place & Review Orders
Finance & Reporting
Sales Tax Reporting
B2C eCommerce
Create & Manage Accounts
Campaigns & Promotions
Calculate Sales Tax
Check for Fraud
Authorize Credit Card
Place & Review Orders
Manage AutoShip Cycle
B2B Sales &
Practice Support
Enroll Practice
Configure Practice
Configure Storefront
Manage Catalog
GETTING READY TO ROLL!
Proprietary & Confidential. ©2017 7
RFP
RFI
MSA
DD
Project
SOW
Optimization
1
2
3
4
5
6
Evaluation
Comparison
Exit Strategy
Clarification
Selection
Validation
Proprietary & Confidential. ©2017 8
DD PERIOD
CR A ZY TUR NS , STE E P DRO PS , A ND
A WILD RIDE
Proprietary & Confidential. ©2017 9
UM. I JUST NE E D
A MOMENT TO PROCESS…
Proprietary & Confidential. ©2017 10
THE 5 MINUTE
COMPLAINING PERIOD IS NOW OVER
Proprietary & Confidential. ©2017 11
Core Operating Values
ONE TEAM: No us vs. them allowed. We always have each other’s backs.
TRUST: We are open and candid with each other. We value all unique contributions
and treat others as we would want to be treated: with courtesy, respect and dignity.
PASSION: We are humble, but hungry.
INNOVATION: We thrive on creating best-in-class, creative solutions
INTEGRITY: We follow through and do what we say we will. We are results-driven,
dependable, reliable, and predictable.
TRANSPARENCY: No surprises. We strive to speak clearly about what we can or
can’t do.
THE TO O LS A R E …
ONLY A PIECE of the PUZZLE
Proprietary & Confidential. ©2017 12
W HE R E A R E W E
IN THIS RELATIONSHIP?
Proprietary & Confidential. ©2017 13
Pre-Partnership
(Project MVP, JourneyMap, Process and technical gap analysis)
Company history and stability of the partner
Relationship of the partner with the product
vendor
History of successful implementation of the
partner selected
Domain expertise of the partner in your
industry
Team experience and expertise of the
implementation partner for your
implementation
Project plan and proposed implementation
methodology of the partner
Post Go Live support offered by the partner
A DDE NDUM
IMPLEMENTATION PARTNER SUCCESS MODEL
Proprietary & Confidential. ©2017 14
Vendor selection
Relationship management
Properly structured subcontract and
vendor agreements
Open communication with
stakeholders
Senior leadership support and
involvement
Careful attention to personnel issues
Short-term financial justification
Strong technical leadership
S E L E C T I O N C O N S I D E R AT I O N S : PA R T N E R S H I P S U C C E S S C R I T E R I A :

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Kellie Caron - Lightning Talk

  • 1. L I G H T N I N G TA L K ⏤ N a v i g a t i n g E x t e r n a l P a r t n e r s h i p s K e l l i e C a r o n | M a y 5 , 2 0 1 7
  • 2. WA IT? WHAT DID SHE JUST SAY? Proprietary & Confidential. ©2017 2 A P P R E H E N S I O N R E S I S TA N C E G I V E N U P
  • 3. T h e ONLY THING THAT MATTERS Proprietary & Confidential. ©2017 3 B E S T I N C L A S S S H A R I N G R I S K F R E E I N G
  • 4. OUR COMPANY & CHALLENGE Proprietary & Confidential. ©2017 4 CUSTOM STOREFRONTWAREHOUSING COMPOUNDING 10-20K PRODUCTS 10,000+ VETERINARIANSCUSTOMER SERVICE
  • 5. PO RTFO LIO MA NAGE ME NT & ALIGNING YOUR PROJECT Proprietary & Confidential. ©2017 5  Magic Quadrant eCommerce Solution  Replicate Current State includes OOTB enhancements
  • 6. PO RTFO LIO MA NAGE ME NT & VISUALIZING YOUR PROJECT Proprietary & Confidential. ©2017 6 Pharmacy Verify Rx Authorize Rx C U S T O M E R P L A C E S A N O R D E R Operations Manage Inventory Manage & Configure Products Determine Shipping Method Pick & Pack Order Manage Order Exceptions Customer Service Assistance Manage Accounts Place & Review Orders Finance & Reporting Sales Tax Reporting B2C eCommerce Create & Manage Accounts Campaigns & Promotions Calculate Sales Tax Check for Fraud Authorize Credit Card Place & Review Orders Manage AutoShip Cycle B2B Sales & Practice Support Enroll Practice Configure Practice Configure Storefront Manage Catalog
  • 7. GETTING READY TO ROLL! Proprietary & Confidential. ©2017 7 RFP RFI MSA DD Project SOW Optimization
  • 9. CR A ZY TUR NS , STE E P DRO PS , A ND A WILD RIDE Proprietary & Confidential. ©2017 9
  • 10. UM. I JUST NE E D A MOMENT TO PROCESS… Proprietary & Confidential. ©2017 10
  • 11. THE 5 MINUTE COMPLAINING PERIOD IS NOW OVER Proprietary & Confidential. ©2017 11 Core Operating Values ONE TEAM: No us vs. them allowed. We always have each other’s backs. TRUST: We are open and candid with each other. We value all unique contributions and treat others as we would want to be treated: with courtesy, respect and dignity. PASSION: We are humble, but hungry. INNOVATION: We thrive on creating best-in-class, creative solutions INTEGRITY: We follow through and do what we say we will. We are results-driven, dependable, reliable, and predictable. TRANSPARENCY: No surprises. We strive to speak clearly about what we can or can’t do.
  • 12. THE TO O LS A R E … ONLY A PIECE of the PUZZLE Proprietary & Confidential. ©2017 12
  • 13. W HE R E A R E W E IN THIS RELATIONSHIP? Proprietary & Confidential. ©2017 13
  • 14. Pre-Partnership (Project MVP, JourneyMap, Process and technical gap analysis) Company history and stability of the partner Relationship of the partner with the product vendor History of successful implementation of the partner selected Domain expertise of the partner in your industry Team experience and expertise of the implementation partner for your implementation Project plan and proposed implementation methodology of the partner Post Go Live support offered by the partner A DDE NDUM IMPLEMENTATION PARTNER SUCCESS MODEL Proprietary & Confidential. ©2017 14 Vendor selection Relationship management Properly structured subcontract and vendor agreements Open communication with stakeholders Senior leadership support and involvement Careful attention to personnel issues Short-term financial justification Strong technical leadership S E L E C T I O N C O N S I D E R AT I O N S : PA R T N E R S H I P S U C C E S S C R I T E R I A :