Page 7 - 2017 Essilor Experts Vol3

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Next Step: Schedule
IBPM

YOU ASKED, WE DELIVERED ESSILOR

Utilizing information already contained on the opportunity and captured through existing processes, logic has been
added to derive the next step in the EE onboarding process. Remember: There is no extra work

o At the top of every EE Opportunity, a banner image has been added outlining the full lifecycle, as well as
identifying the next step in the process.

• In this particular example, contract verification, welcome call, dashboard install, and the Business
Checkup Review have all been complete, so the next step in the process is to have the Initial Business
Planning Meeting scheduled.
• If an Opportunity is On Hold due to an Unresponsive ECP, the image below will be shown.
• It is up to the Lab Rep (e.g. Opportunity Owner) to re-engage the ECP.

The table below contains the responsible party for each Next Step in the process:

Next Step/Condition Responsible Party
Obtain Contract Opportunity Owner (Lab Sales/VS SAM)
Complete Verification EE Customer Service/Opp Owner
Schedule Welcome Call Brand Inside Sales
Complete Welcome Call Brand Inside Sales
Install DB Brand Inside Sales/EE Cust Serv/GPN
Upload RxA Opportunity Owner
Schedule Business Checkup Brand Inside Sales
Complete Business Checkup Brand Inside Sales
Schedule Initial Business Planning Mtg Brand Sales Rep/Lab Sales Rep
Complete Initial Business Planning Mtg Brand Sales Rep/Lab Sales Rep
Schedule/Complete Quarterly Bus Review Brand Sales Rep/Lab Sales Rep

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