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GEA:
Transforming its Customer Engagement Approach
for Global Harmonization
TOBIAS KAHMANN
HEAD OF MARKETING BUSINESS AREA EQUIPMENT, GEA GROUP AG
BARCELONA, OCT 17 2017
2171017_OneGEACRM_SABHybrisGlobal Summit
“Food“ “Beverages““Food“
7 a.m. 10 a.m. 1 p.m. 8 p.m.
“Dairy
Farming &
Processing“
Our applications – in touch with GEA every day
3171017_OneGEACRM_SABHybrisGlobal Summit
Our applications – in touch with GEA every day
171017_OneGEACRM_SABHybrisGlobal Summit 4
Order intake (EUR)
4,674 million
Employees (FTEs)
16,937
Operating EBITDA (EUR)
566 million
Operating EBITDA margin
12.6%
Revenue (EUR)
4,491million
Earnings per share (EUR)
1.48
GEA – a powerful partner throughout
the world
From four stand-alone Segments to two integrated
Business Areas and OneGEA country organizations
5171017_OneGEACRM_SABHybrisGlobal Summit
… until June 2015 … started July 2015 (“OneGEA”)
Executive Board
Equipment
BA
Solutions
BA
Regions / Countries
Global
Corp.
Center
SSC
RTFT ME
FS
PE
Executive Board
Head-
quarter
RegionsRegions Regions Regions
Support Support Support Support
Organizational setup …
6171017_OneGEACRM_SABHybrisGlobal Summit
OneGEA CRM - move GEA even closer
to its customers & boost performance
“Our goal is to have the same processes,databases
and informationsets digitally available – to share
ALL customerinteractions.”
(Juerg Oleas – CEO GEA AG)
Ø Know your customers and turn insights into actions
Ø Sell anytime, anywhere
Ø More time selling – less administration
Ø Increase employeesatisfaction
Ø Future proven application (fast, adaptive,
secure,integrated)
Stringend project approach
7171017_OneGEACRM_SABHybrisGlobal Summit
Project phase 1
Oct 2015 – June 2016
• Projectbrief & projectsetup
• Requirement& process
selection
• Architecture & roadmap
• Application& implementation
partner selection
• Business case
• …
Prepare Plan
Project phase 2
July 2016 - …
• Process& data harmonization
• Blueprint/ template development
• Global rollout incl. training and
change management approach
• Establishmentof governance
organization
• …
Build Execute
Project phase 3
• Template
governance
• Continuous
validation and
improvement
• …
Run
March 2017 - …
ü ü ü
Ongoing development: Implementation of functions in
three releases
171017_OneGEACRM_SABHybrisGlobal Summit
Master Data Management integration
Customers & Contacts
Lead management
Segmentation
Marketing permissions
ERP integration
Sales orders, Procurement, Costing, Invoicing
Marketing
Customer/ Dealer portal
Service
iBase, Spare parts, Field service,
In-house repairs, Maintenance
contracts, Predict./prevent. main-
tenance, Complaints/claims mgmt.
Second-level ticket support
Sales
Quotations
Lead & Opportunities
Activity management
Marketing planning
Campaign management
Web/ Trade fair leads
& Products
R(elease)1R2R3
8
Sequential rollout by regions with template
development in parallel
9171017_OneGEACRM_SABHybrisGlobal Summit
1H 2017 2H 20172H 2016 1H 2018 2H 2018
R1 Template &
Pilot
Wave 1.3
EMEA
Prep
Wave 1.2
APAC
Prep
Wave 1.1
Americas
Prep
Waves 2.1 – 2.3
(Geo 1 – 3)
R2 Template & PilotPrep
R3 …Prep
Pilot
Development and rollout up to now as initially
scheduled/ planned
10171017_OneGEACRM_SABHybrisGlobal Summit
1H 2017 2H 20172H 2016 1H 2018 2H 2018
R1 Template &
Pilot
Wave 1.3
EMEA
Prep
Wave 1.2
APAC
Prep
Wave 1.1
Americas
Prep
Waves 2.1 – 2.3
(Geo 1 – 3)
R2 Template & PilotPrep
today
As of today:
• 11 countries live
• >1.400 users
• >10.000 transactions
• > 30.000 customers/contacts
Pilot
Challenges to be coped with, but overcome
11171017_OneGEACRM_SABHybrisGlobal Summit
Experiences
&
Challenges
Organizational
Typicalsales
profile
Data
availability/
quality
Technical
Mature sales features
(„Plug & play“)
Good collaborationwith SAP
(„Joined efforts – joined success“)
Integration betweenCloud for
Customer& SAP Hybris
Marketing not seamless
Increase of system availability
required
Service features to be
improved
Ongoing change
management required
High user acceptance due to intuitive User Interface
and project approach
12171017_OneGEACRM_SABHybrisGlobal Summit
“Working with customer data in a
harmonized way and having a 360 degree
overview … will save me a lot of work;
now I can see the sales funnel, order
intakes and even analyze why we lost
certain orders.”
“I think that’s a great step,. … and I think
the CRM is easy to use.”
…
…
…
…
“From my perspective … the rollout
went really smoothly. The project
team did a great job on every front,
and things went according to
schedule.“
I’m excited to start using the OneGEA
CRM, and I see huge benefits of
working with customer data in a
harmonized way. It will improve the
experience for our customers and
increase our selling opportunities.”
…
…
“From my perspective … the rollout
went really smoothly. The project
team did a great job on every front,
and things went according to
schedule.“
I’m excited to start using the OneGEA
CRM, and I see huge benefits of
working with customer data in a
harmonized way. It will improve the
experience for our customers and
increase our selling opportunities.”
With OneGEA CRM we now have
One
to every customer
around the world –
Face
Voice
Process
a tremendous competitive
advantage
13
171017_OneGEACRM_SABHybrisGlobalSummit
gea.com

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Transforming Customer Engagement with a Global CRM

  • 1. GEA: Transforming its Customer Engagement Approach for Global Harmonization TOBIAS KAHMANN HEAD OF MARKETING BUSINESS AREA EQUIPMENT, GEA GROUP AG BARCELONA, OCT 17 2017
  • 2. 2171017_OneGEACRM_SABHybrisGlobal Summit “Food“ “Beverages““Food“ 7 a.m. 10 a.m. 1 p.m. 8 p.m. “Dairy Farming & Processing“ Our applications – in touch with GEA every day
  • 4. 171017_OneGEACRM_SABHybrisGlobal Summit 4 Order intake (EUR) 4,674 million Employees (FTEs) 16,937 Operating EBITDA (EUR) 566 million Operating EBITDA margin 12.6% Revenue (EUR) 4,491million Earnings per share (EUR) 1.48 GEA – a powerful partner throughout the world
  • 5. From four stand-alone Segments to two integrated Business Areas and OneGEA country organizations 5171017_OneGEACRM_SABHybrisGlobal Summit … until June 2015 … started July 2015 (“OneGEA”) Executive Board Equipment BA Solutions BA Regions / Countries Global Corp. Center SSC RTFT ME FS PE Executive Board Head- quarter RegionsRegions Regions Regions Support Support Support Support Organizational setup …
  • 6. 6171017_OneGEACRM_SABHybrisGlobal Summit OneGEA CRM - move GEA even closer to its customers & boost performance “Our goal is to have the same processes,databases and informationsets digitally available – to share ALL customerinteractions.” (Juerg Oleas – CEO GEA AG) Ø Know your customers and turn insights into actions Ø Sell anytime, anywhere Ø More time selling – less administration Ø Increase employeesatisfaction Ø Future proven application (fast, adaptive, secure,integrated)
  • 7. Stringend project approach 7171017_OneGEACRM_SABHybrisGlobal Summit Project phase 1 Oct 2015 – June 2016 • Projectbrief & projectsetup • Requirement& process selection • Architecture & roadmap • Application& implementation partner selection • Business case • … Prepare Plan Project phase 2 July 2016 - … • Process& data harmonization • Blueprint/ template development • Global rollout incl. training and change management approach • Establishmentof governance organization • … Build Execute Project phase 3 • Template governance • Continuous validation and improvement • … Run March 2017 - … ü ü ü
  • 8. Ongoing development: Implementation of functions in three releases 171017_OneGEACRM_SABHybrisGlobal Summit Master Data Management integration Customers & Contacts Lead management Segmentation Marketing permissions ERP integration Sales orders, Procurement, Costing, Invoicing Marketing Customer/ Dealer portal Service iBase, Spare parts, Field service, In-house repairs, Maintenance contracts, Predict./prevent. main- tenance, Complaints/claims mgmt. Second-level ticket support Sales Quotations Lead & Opportunities Activity management Marketing planning Campaign management Web/ Trade fair leads & Products R(elease)1R2R3 8
  • 9. Sequential rollout by regions with template development in parallel 9171017_OneGEACRM_SABHybrisGlobal Summit 1H 2017 2H 20172H 2016 1H 2018 2H 2018 R1 Template & Pilot Wave 1.3 EMEA Prep Wave 1.2 APAC Prep Wave 1.1 Americas Prep Waves 2.1 – 2.3 (Geo 1 – 3) R2 Template & PilotPrep R3 …Prep Pilot
  • 10. Development and rollout up to now as initially scheduled/ planned 10171017_OneGEACRM_SABHybrisGlobal Summit 1H 2017 2H 20172H 2016 1H 2018 2H 2018 R1 Template & Pilot Wave 1.3 EMEA Prep Wave 1.2 APAC Prep Wave 1.1 Americas Prep Waves 2.1 – 2.3 (Geo 1 – 3) R2 Template & PilotPrep today As of today: • 11 countries live • >1.400 users • >10.000 transactions • > 30.000 customers/contacts Pilot
  • 11. Challenges to be coped with, but overcome 11171017_OneGEACRM_SABHybrisGlobal Summit Experiences & Challenges Organizational Typicalsales profile Data availability/ quality Technical Mature sales features („Plug & play“) Good collaborationwith SAP („Joined efforts – joined success“) Integration betweenCloud for Customer& SAP Hybris Marketing not seamless Increase of system availability required Service features to be improved Ongoing change management required
  • 12. High user acceptance due to intuitive User Interface and project approach 12171017_OneGEACRM_SABHybrisGlobal Summit “Working with customer data in a harmonized way and having a 360 degree overview … will save me a lot of work; now I can see the sales funnel, order intakes and even analyze why we lost certain orders.” “I think that’s a great step,. … and I think the CRM is easy to use.” … … … … “From my perspective … the rollout went really smoothly. The project team did a great job on every front, and things went according to schedule.“ I’m excited to start using the OneGEA CRM, and I see huge benefits of working with customer data in a harmonized way. It will improve the experience for our customers and increase our selling opportunities.” … … “From my perspective … the rollout went really smoothly. The project team did a great job on every front, and things went according to schedule.“ I’m excited to start using the OneGEA CRM, and I see huge benefits of working with customer data in a harmonized way. It will improve the experience for our customers and increase our selling opportunities.”
  • 13. With OneGEA CRM we now have One to every customer around the world – Face Voice Process a tremendous competitive advantage 13 171017_OneGEACRM_SABHybrisGlobalSummit