Crescer e Fazer Dinheiro - EP101 - Painel de Prazos. Uma Ferramenta de Gestão — Transcript

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1. 0:05Hello, everyone. Good morning. I hope
2. 0:07you are all doing well.
3. 0:09Uh, today we are going to talk about a
4. 0:12topic that isn't new, but is super
5. 0:14important. Actually, I have already
6. 0:16mentioned it here, which is regarding
7. 0:18the deadline dashboard, right?
8. 0:21Once again, I will reinforce it here so
9. 0:23that those who couldn't see it that day
10. 0:25can see it now and explain a little more
11. 0:28about this tool that, personally, has
12. 0:30become a management tool, right?
13. 0:33So, I wanted to go back a little bit and
14. 0:36talk about why we decided to make, you
15. 0:39know, to build this tool, right? We did
16. 0:42this in a meeting with all the managers
17. 0:44involved, right? The board, with João
18. 0:46Ricardo representing the board, right?
19. 0:49or Eduardo as well, the developers,
20. 0:52because we didn't have anything that
21. 0:54could guide us regarding the release of
22. 0:57orders for production.
23. 1:00Yeah, practically, we in management were
24. 1:02navigating blindly, not knowing what
25. 1:05really needed to be released for
26. 1:07production.
27. 1:09And that was a pain point, because we
28. 1:11had orders that ended up not being
29. 1:13released within the timeframe expected
30. 1:14by the customer.
31. 1:17And then when you conducted satisfaction
32. 1:19surveys, many customers reported
33. 1:21delivery delays, but in truth, this
34. 1:23delay wasn't coming from the delivery,
35. 1:25but rather from the lack of release
36. 1:27within the correct deadline.
37. 1:29So, the deadline dashboard arises mainly
38. 1:33from this occurrence, from this fact.
39. 1:38But there were also situations where we
40. 1:41lost many professionals due to not
41. 1:43meeting deadlines, not to mention some
42. 1:46that don't even reach us.
43. 1:49So, above all, the deadline dashboard is
44. 1:52a management tool, right?
45. 1:55And so that we can assist the consultant
46. 1:57with these releases, and also assist the
47. 1:59technician with these releases, so that
48. 2:02we can monitor them, right?
49. 2:04And then, some measurement demands arise
50. 2:07, but is this demand really necessary at
51. 2:09this moment?
52. 2:11Could it be postponed?
53. 2:13So, that's where the manager's
54. 2:15administration within the deadline
55. 2:17dashboard comes in, which has become a
56. 2:19management tool today, okay?
57. 2:21So, that was a little bit of why the
58. 2:24deadline dashboard actually came about,
59. 2:27okay? The deadline dashboard needs to be
60. 2:30used on a daily basis, okay?
61. 2:33So, this is a tool that for the
62. 2:35salesperson, they can schedule
63. 2:36themselves weekly, they can, but they
64. 2:39need to be looking at it daily.
65. 2:41And the manager too, right? The manager
66. 2:44needs to be looking at it daily to see
67. 2:46which orders have been released and
68. 2:48which orders haven't been released.
69. 2:51And its use and administration is done
70. 2:53in a very simple way; it is very fast.
71. 2:57So, how can we use it in our day-to-day
72. 2:59?
73. 3:00And whose responsibility is it?
74. 3:02The main responsibility lies with the
75. 3:05consultant, right? But that's where
76. 3:08management comes in. The technician also
77. 3:10has access to this dashboard.
78. 3:12So it’s also a tool for the technician
79. 3:15to see if the measurement they need to
80. 3:17release within a certain timeframe is
81. 3:20really for the correct week.
82. 3:22So, it’s not just for the salesperson.
83. 3:25This dashboard is also for the
84. 3:27technician to use.
85. 3:29And of course, right?
86. 3:31This is a tool; this responsibility also
87. 3:33belongs to the manager, because we
88. 3:36manage not just the sale, but the entire
89. 3:39process, including the
90. 3:40release-to-production process, which is
91. 3:43one of the most important processes we
92. 3:46have today.
93. 3:48What?
94. 3:49When we talk about correct release,
95. 3:51we're also talking about the customer
96. 3:53experience and, mainly, the partner
97. 3:55experience, right? Claudio used to say
98. 3:58that the culture of door companies was
99. 4:01to be late.
100. 4:04So, so we don't become part of this
101. 4:06culture of delay, we need to release our
102. 4:10orders on the correct deadline, right?
103. 4:14So here I'm going to share my screen a
104. 4:16bit, so we can talk a little more about
105. 4:19it.
106. 4:19Well, here we have the deadline
107. 4:21dashboard, right? It’s not new, is it?
108. 4:25It has been reconfigured, though.
109. 4:28So we can have a slightly easier view,
110. 4:30but I had already explained about the
111. 4:33filters.
112. 4:35And how they should be done or how you
113. 4:38can also format the view according to
114. 4:41your needs, with the information you
115. 4:44visually need to manage your day.
116. 4:48Managers, technicians, and consultants
117. 4:51can all do it; everyone creates their
118. 4:54own customization, but the deadline
119. 4:57dashboard is, in a very simple way, very
120. 5:01easy to use.
121. 5:03Why? Because what I need to do is really
122. 5:06filter the release. So you’ll see here
123. 5:09that in the release field, it’s already
124. 5:12filtered by the most recent date. And
125. 5:15here I took Ponta Grossa as an example,
126. 5:17regarding the management of Ponta Grossa
127. 5:19.
128. 5:20And you can see that I only have one
129. 5:22order that I need to release for today's
130. 5:25date.
131. 5:25And here I left some information that I
132. 5:28determined as necessary. Here is the
133. 5:30production end, who the salesperson is,
134. 5:32and who the customer is.
135. 5:35Uh, and here, uh, basically that's it,
136. 5:37right?
137. 5:39So, I come here and apply this filter by
138. 5:41release, and then I'll see what actually
139. 5:44needs to be released by today, or, you
140. 5:47know, that's where our next step comes
141. 5:49in, since we had that first video, which
142. 5:52is step one, and now we have the next
143. 5:54step here.
144. 5:57The store manager should now, a week in
145. 5:59advance, sit with the technician and
146. 6:02build the schedule based on the release
147. 6:04spreadsheet.
148. 6:06So, that is what we are asking the
149. 6:08manager to do from now on, together with
150. 6:11the technician. So they will sit down,
151. 6:14it could be on Friday, or they could do
152. 6:16it on Saturday. The ideal is Friday,
153. 6:18because our technicians don't work on
154. 6:20Saturdays, so on Monday they already
155. 6:22have the schedule ready.
156. 6:24So they will sit here and review this
157. 6:27based on what needs to be released for
158. 6:29next week.
159. 6:31So here, if we take a look, there are
160. 6:33some measurements, right?
161. 6:35The Ponta Grossa team doesn't have a
162. 6:36technician yet, right? So they are the
163. 6:37ones who do the release, but then you
164. 6:39already have a schedule. Let's say there
165. 6:41was a technician here. Then I will
166. 6:43visualize here, hey, for next week what
167. 6:46do I really need to release so that I
168. 6:49can meet the delivery deadlines.
169. 6:53So, you can also relocate a measurement
170. 6:57, you can adjust the days based on a
171. 7:00region that is a little more extensive.
172. 7:04So, let's take Curitiba as an example.
173. 7:06Maybe you can organize it so that on
174. 7:07Monday the technician does the ones on
175. 7:09the coast.
176. 7:11On Tuesday they could do a region over
177. 7:12there, let's pick Campo Largo, which is
178. 7:14another region a bit further away.
179. 7:17So, the manager can plan, you know, in
180. 7:19these various ways, because one or two
181. 7:21days might not interfere with the
182. 7:23delivery deadline.
183. 7:25And of course, here you already have the
184. 7:26information in hand.
185. 7:29Another detail that this new update has
186. 7:32is that the agreement with the customer
187. 7:35must exist right from the negotiation
188. 7:37phase.
189. 7:40So, from the first scheduling, the
190. 7:42scheduling of the first date, I must
191. 7:44already have this agreement with the
192. 7:45customer, which is the attachment to
193. 7:47that message.
194. 7:50Some people have already asked, but what
195. 7:51if the customer is here at the store?
196. 7:53No problem.
197. 7:55You can send a follow-up message to the
198. 7:57customer saying: "Look, as we agreed,
199. 8:00the estimated delivery time is such and
200. 8:02such a day, that date, so many days,
201. 8:04right?"
202. 8:06So you can make this first estimate of
203. 8:08dates, whether the client is there in
204. 8:10person, or if you are dealing with them
205. 8:12over the phone.
206. 8:14So, anyway, you can, ah, but the old
207. 8:16client doesn't have WhatsApp, it can be
208. 8:19by email, it can be, anyway, any
209. 8:20communication that remains registered
210. 8:23for the client, this first agreement on
211. 8:25the delivery date.
212. 8:27And of course, for the others, if there
213. 8:29are reschedules, they also need to have
214. 8:32this same attachment, right?
215. 8:35So, like, very quickly, but the
216. 8:37spreadsheet has no secrets in its use,
217. 8:40does it?
218. 8:42It is practically, it is ready within
219. 8:44the system. The only thing is that we
220. 8:46really need to generate the date. And
221. 8:48that has also changed, now we generate
222. 8:50it at the closing, right, of the order.
223. 8:53You do the closing and it already
224. 8:54generates the date and it even falls
225. 8:56into the technician's schedule and then
226. 8:58it will already be here on the
227. 8:59spreadsheet for administration.
228. 9:02So here, uh, I believe it also became an
229. 9:05extension of the CRM, it became an
230. 9:07extension of the administration and
231. 9:09everything is within the same system.
232. 9:13So, it is something very fast, very easy
233. 9:15, very simple. And the manager, our
234. 9:18store manager, he will enter here and he
235. 9:21will be able to filter by salesperson.
236. 9:24Suddenly I come here, I look at one, two
237. 9:26measurements that are already very close
238. 9:28to being released or I can anticipate
239. 9:30with my team.
240. 9:32Look, these, I have these orders here,
241. 9:35you have these orders here. So, are
242. 9:37these measurements already concluded or
243. 9:39not?
244. 9:40How is it going? How is the release
245. 9:42coming along? Ah, because I'm having
246. 9:44some trouble, because I'm depending on
247. 9:46some information. And that's where the
248. 9:48manager also steps in to assist, right?
249. 9:50And of course, guys, it's super
250. 9:52important that, oh, the deadline is
251. 9:54approaching, I need information from the
252. 9:56client, really inform the client that we
253. 9:59are waiting, that this will interfere
254. 10:01with their deadline, that if they don't
255. 10:03give us this information by such a date
256. 10:05, we will need to reschedule, right?
257. 10:09So, this flow of information and the
258. 10:11spreadsheet is here for that, to be able
259. 10:13to adjust this flow of information, and
260. 10:16that everything remains registered and
261. 10:18that we can manage our business.
262. 10:22Because just as important as closing the
263. 10:25sale is managing what comes next.
264. 10:29And so, we all know, we here at Porm
265. 10:31care about the door opening and closing
266. 10:34.
267. 10:35So, uh, from the management here, uh, of
268. 10:38the installation, of the delivery, right
269. 10:40, now with the management of the release
270. 10:43within the correct deadline.
271. 10:46So, this here is extremely important,
272. 10:48right, to differentiate us in the market
273. 10:50, right, so that the door doesn't become
274. 10:52a commodity, just a product, right, but
275. 10:55really our added service, because this
276. 10:57also is part of our added service, right
277. 10:59, this management and release at the
278. 11:01correct site.
279. 11:02So that is what we also sell to the
280. 11:04client. So here is the spreadsheet, it
281. 11:06is very simple to use, right?
282. 11:09It needs to be used daily, it needs to
283. 11:11be incorporated, right, as a culture in
284. 11:13the team, right?
285. 11:16And many managers, many teams have
286. 11:17already been doing this, their own
287. 11:19management of orders.
288. 11:21And for the salesperson it also becomes
289. 11:23an excellent tool, because gosh, I don't
290. 11:25need to control my orders in any other
291. 11:27way, I can put them all here, all of
292. 11:29them in view here.
293. 11:30So, uh uh it becomes very simple, right
294. 11:32, for us to be able to have this control
295. 11:34, right, the salesperson to have this
296. 11:36control there for the release of their
297. 11:38orders. All right, everyone? In general
298. 11:40, that was it, right? Talk a little bit
299. 11:41more here about the deadline spreadsheet
300. 11:43, about the importance of the
301. 11:44spreadsheet, right?
302. 11:46It’s an excellent tool, but like any
303. 11:48other tool, if it isn't used, right, in
304. 11:51the day-to-day, it won't be of any use.
305. 11:54So what we really need now is to make
306. 11:57this utilization, right?
307. 11:59And any questions that anyone has, right
308. 12:01, I am at your disposal.
309. 12:04And I hope everyone has used this tool
310. 12:07very well, right?
311. 12:09And one. And for my part, that would be
312. 12:11it. I wish everyone a great continuation
313. 12:13of the meeting there and that you make
314. 12:16the most of this management tool. A hug
315. 12:18to everyone. See you later. No.