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Incentive Web Platform

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BRAIN  &  HEART  INCENTIVE  WEB  PLATFORM

Brain&Heart  is  a  web  pla0orm  developed  to  manage  and  communicate  the  various  ac9vi9es   of   a   Sales  Management   with   high   informa9on   technology   solu9ons   to  maximize  the  performance  of  sales  ac9vi9es.

It  is  a  web  pla0orm  with  a  BRAIN  and  a  HEART:

✓The  BRAIN:  manages  all  the  results  of  a  sales  network,  over  the  web  in  real  9me  and  with  maximum  ease.

✓The  HEART:   uses   the  web   to   communicate,   to  animate   the   campaigns  and   to  send  out  video  messages,  e-­‐mail  or  sms.

MAIN  FEATURES

Brain&Heart  manages  compe99ons  incen9ve,  canvass  sales,  trade  challenges  and  contests,  short  tac9cal  ac9ons  whose  strength  lies  in  the  9meliness  of  informa9on.

It’s  main  features:

✓it  monitors  up  to  30  simultaneous  challenge  for  single  user

✓it  is  extremely  flexible

✓it  provides  automaDcally  updated  results  in  real  9me

✓it  controls   the  work  of   all   trades:  wholesalers,  dealers,   agents,   subdealers,   subagents,   salesmen,  retailers

✓it  contains  algorithms  of  main  incen9ve  ac9ons

✓it  interfaces  with  most  common  CRM  pla0orms  (SAP,  Oracle,  Sales  Force,  etc.)

✓it  communicates,  automa9cally  and  in  real  9me,  through  video,  sms,  e-­‐mail,  desktop  alert

✓it  is  visible  and  manageable  even  by  means  of  tablets  and  smartphones

THE WEBSITEA S S E E N B Y T H E U S E R

LOG-­‐IN  PAGE

Login  with  User  ID  e  Password

The  user  can  also  enter  via  link  from  company  website:  if  he  has  already  logged  in  the  company  website,  he  will  not  have  to  repeat  it

The  central  space  is  available  for  slideshows,  videos  or  animaDons

Brain  &  Heart  simultaneously  creates  and  manages  sites  dedicated  to  different  brands  or  different  internaDonal  markets,  in  their  local  languages.  In  the  "mulD"  version,  it  is  currently  available  in  21  languages

Space   intended   for   company   logo,   product   brand  and  campaign  logo

HOME  PAGENews  secDon  with  images  or  PDF  a]achments:  it  may  contain  end  user  custom  news

Space  intended  for  slideshow  or  graphic  banner

Space  intended  for  slideshow

Space  for  the  presentaDon  of  awards  with  text,  images  or  video

The  plaZorm  can  handle  up  to  30  simultaneous  sales  challenges  for  each  cluster  (here  are  shown  two  campaigns)

Personal  welcome

Section  which  shows  the  performance  of  the  campaigns:  scores,  rankings  and  graphical  indicators  showing  the  goals  alignment.  This  section  is  constant  on  all  pages.

USER’S  PROFILE

SecDon  containing  user’s  data

The  first  Dme  you  login,  this  page  appears  first  in  order  to  be  completed  for  registraDon

REGULATIONSThe  regulaDons  are  available  online  and  can  be  downloaded  in  PDF  format:  the  user  can  view  all  the  regulaDons  of  the  current  campaigns

A   filmed   company   manager   (or   alternaDvely   an   actor)   helps   to  understand  the  regulaDon

ACCOUNT  STATEMENT:  GOALS  &  ACTUALS

IdenDficaDon  of  campaign

This  secDon  simultaneously  monitors  multiple  campaigns

Possible  addiDonal  "Bonus"points

A  filmed  company  manager  (or  alternaDvely  an  actor)  presents  the  goals

Pyramid  structure:  each  level  of  the  network  can  see  and  interact  with  subnet  of  its  competence:•  wholesalers•  dealers•  agents•  subdealers•  subagents•  salesmen•  retailers

Goal Actual Percentage  of  achievement  or  total  accumulated  points

Area Manager

District Manager

Dealer

Subdealer

Salesman

RANKINGS

User's  posiDon  in  the  ranking

ParDcipants  in  winning  posiDon

Chasing  parDcipants,the  user  is  highlighted  in  blue

All  results  are  automaDcally  updated  in  real  Dme

The  rankings  can  be  expressed  in  points,  volumes  or  percentages  of  achievement  and  can  mask  the  names  of  the  other  parDcipants

AWARDS  GALLERY:  JOURNEYS  AND  SINGLE  GIFTS

The  award  journeys  are  presented  with  photos  and  videos

The  winners  of  the  journeys  take  advantage  of  the  plaZorm  for  everything  concerning  their  departure:  registraDon,  program  updaDngs,  informaDon  about  the  desDnaDon,  reporDng  any  allergies,  diets,  special  needs,  etc.

AWARDS  GALLERY:  GIFT  CATALOGUEGif  and  fancy  goods  are  presented  in  a  catalog.  The  selecDon  can  be  by  theme  or  value

At  the  end  of  the  campaign,  the  parDcipant  can  apply  for  the  awards,  purchasing  them  with  collected  points,  with  the  simple  system  of  e-­‐commerce

A  filmed  presenter  illustrates  all  funcDons  of  the  online    catalog

ANIMATION  &  FOLLOW-­‐UPBrain&Heart  conDnues  to  keep  awake  the  interest  for  the  campaign  even  afer  its  closure

CreaDon  of  a  community  among  the  parDcipants  and  managing  of  a  dedicated  social  network

InteracDve  online  game  on  the  theme  of  the  campaign  or  the  award  trip Sharing  some  successful  performances  

with  other  parDcipants

HELP  DESKRequests  to  Help  Desk  are  organized  by  skill  (technical,  commercial,  rules,  request  of  premiums)  and  addressed  to  specialized  personnel

The  help  desk  discusses  the  issues  on  English  by  e-­‐mail  or,  if  necessary,  by  phone.  On  specific  request,  it  communicates  in  the  language  of  the  country  from  which  the  request  originates

MULTI-­‐STANDARD  ACESSIBILITY

The  site  is  fully  accessible  via  PC

tablet

or  smartphone

BACK OFFICETHE ADMINISTRATOR’S MANAGEMENT

CONTENT  MANAGEMENT  SYSTEM

The  pla(orm  is  released  with  agency’s  start-­‐up,  which  includes:

✓massive  loading  of  master  data

✓crea;on  of  the  star;ng  clusters

✓defini;on  of  the  different  formulas  of  regula;on  (or  regula;ons)

✓graphic  customiza;on

✓ loading  of  mul;media  in  chroma-­‐key  technology

After  start-­‐up,    the  client  is  able  to  manage  and  edit  autonomously  very  easily  and  in  real  time:

✓user  profiles

✓clusters

✓regulations

✓rankings

✓news  and  posts

✓all  the  mul;media  content:  photos  and  video

The  control  panel  of  the  platform  is  easy  to  use  without  any  computer  skills  and  is  accessible  by  all  popular  browsers  (Explorer,  Firefox,  Chrome  and  Safari),  even  through  tablets  and  smartphones.

BRAIN  &  HEART’S  ADMIN  HIERARCHY

The  Interna9onal  Network  Administrator:

✓provide  to  all  local  markets  a  high  tech  incen9ve  tool  in  21  languages

✓check  all  local  ini9a9ves

✓suggest  as  a  “Ready  Kit”  a  success  campaign  formula  to  all  local  markets

✓acts  as  spokesman  of  the  Local  Market  Administrators

✓is  responsible  for  implementa9ons  and  upgrading

The  Local  Market  Administrators  manage  their  local  incen9ve  ini9a9ves  as  shown  in  the  following  tables

InternationalNetwork

Administrator

Local MarketAdministrator

Local MarketAdministrator

Local MarketAdministrator

Local MarketAdministrator

Local MarketAdministrator

Local MarketAdministrator

B&HPlatform

Local MarketAdministrator

Local MarketAdministrator

Local MarketAdministrator

Local MarketAdministrator

MANAGING  USERS  AND  CLUSTERSThe  Local  Market  Administrator  can:

enDrely  and  autonomously  manage  users  and  clusters

1.  add  new  users  or  delete  old  ones

4.  perform  specific  searches,  and  export  the  data  to  Excel  or  CSV

2.  change  the  profile  of  each  user  and  enable  or  disable  user’s  access  to  certain  funcDons,  such  as  the  use  of  SMS  messages

3.  divide  parDcipants  into  the  desired  number  of  clusters,  according  to:•  sales  volumes•  market  sectors•  treated  brands•  territorial      divisions

CREATING  OR  EDITING  A  CHALLENGEThe  Local  Market  Administrator  can:

1.  choose  the  dates  of  beginning  and  end  of  the  challenge

3.  add  at  any  Dme  to  a  challenge  a  spot  campaign  (eg,  on  a  product,  a  brand  or  a  season)  with  bonuses  in  points

4.  choose  the  type  of  ranking:  percentage,  points  or  bonus

2.  create  the  name  and  descripDon  of  the  challenge

5.  choose  the  formula  (among  those  preloaded  at  start-­‐up)

6.  select  the  unit  system

CLUSTERING  A  CHALLENGEThe  Local  Market  Administrator  can:

1.  view  the  clusters  loaded  into  the  system

3.  aggregate  or  disaggregate  the  chosen  clusters

5.  choose  the  possible  access  threshold

2.  determine  the  cluster  that  will  parDcipate  in  the  campaign

4.  choose  the  number  of  winners  for  each  cluster

MANAGING  MULTIPLE  CHALLENGES  SIMULTANEOUSLYThe  Local  Market  Administrator  can:

simultaneously  manage  all  the  campaigns  in  the  year,  up  to  30  for  each  cluster

2.  create  or  add  new  challenges

1.  view  acDve  challenges,  and  stored  ones

LOADING  SALES  DATAThe  Local  Market  Administrator  can:

load  rankings  in  2  modes:

1.  automaDc  mode:  data  are  automaDcally  received  by  the  company's  CRM  and  processed  in  real  Dme  so  the  rankings  are  constantly  updated

2.  semi-­‐automaDc  mode:  the  data  are  transferred  from  CRM  to  the  plaZorm  via  an  Excel  file,  as  soon  as  the  company  makes  them  available

MANAGING  PHOTOSThe  Local  Market  Administrator  can: 1.   create   his   own   library   of   photos   to   be   used  

within  each  challenge

2.  load  or  delete  any  photos  from  the  library

the   system   automaDcally   normalizes   sizes   and  formats  of  the  images

3.  freely  insert  any  photos  of  the  library  in  one  of  the  areas  of  the  site  intended  for  images

MANAGING  VIDEOSThe  Local  Market  Administrator  can:

2.  create  a  movie  shooDng  himself  with  a  smartphone  and  publishing  it  on  the  site

upload  clips  of  any  standards   and  dimensions,   the  system  will  automaDcally  normalize  them

1.  upload  videos,  for  an  immediate  use  on  the  site,  or  to  a]ach  them  to  messages  to  be  sent  to  his  network  or  his  customers

MANAGING  BANNERSThe  Local  Market  Administrator  can:

1.  upload  animated  banners  or  slideshows  in  dedicated  spaces

2.   simply   upload   mulDple   photos   in   the   same   space   to  automaDcally  create  a  slideshow  

CREATING  A  BOOSTERThe  Local  Market  Administrator  can:

2.  create  a  score  accelerator  on  a  pre-­‐exisDng  campaign  to  promote  a  product  or  a  specific  service

1.  create  a  campaign  spot  with  a  specific  prize,  within  an  annual  campaign,  for  example  to  push  sales  of  a  seasonal  product  or  to  create  a  final  rush

“BEST  PRACTICE”  &  “READY  KITS”  SHARINGThe  Local  Market  Administrator  can:

Challenge:GRAND  PRIX

Dealer:SPORTCAR  DEALER,  Milan,  Italy

The  Story:This  is  just  a  placeholder  text.  Reading  it  ruins  your  eyes  and  let  you  make  silly  ques;ons  like:  What  does  it  mean?  Nothing!  This  is  just  a  placeholder  text.  Reading  it  ruins  your  eyes  and  let  you  make  silly  ques;ons  like:  What  does  it  mean?  Nothing!  This  is  just  a  placeholder  text.  Reading  it  ruins  your  eyes  and  let  you  make  silly  ques;ons  like:  What  does  it  mean?  This  is  just  a  placeholder  text.  Reading  it  ruins  your  eyes  and  let  you  make  silly  ques;ons  like:  What  does  it  mean?  Nothing!  This  is  just  a  placeholder  text.  Reading  it  ruins  your  eyes  and  let  you  make  silly  ques;ons  like:  What  does  it  mean?  Nothing!  This  is  just  a  placeholder  text.  Reading  it  ruins  your  eyes  and  let  you  make  silly  ques;ons  like:  What  does  it  mean?  

2.  “Ready  Kits”:  propose  to  all  markets  a  successful  campaigns  from  which  taking  inspiraDon  for  their  own  regulaDons

1.  “Best  Practice”:  share  successful  performances  with  the  other  parDcipants,  through  a  system  of  automaDc  interviews  in  which  the  selected  user  tells  his  story  simply  filling  a  form

PUBLISHING  NEWS  &  POSTING  MESSAGESThe  Local  Market  Administrator  can:

1.  choose  recipients

2.  a]ach  a  PDF

6.  choose  the  language

7.  publish:  by  pressing  the  bu]on,  the  news  will  be  published  on  the  site  and  branched  via  SMS

4.  a]ach  an  image

3.  write  the  text

5.  choose  the  period  of  publicaDon

MANAGING  AUTOMATIC  MESSAGESThe  Local  Market  Administrator  can:

2.  whenever  changes  the  situaDon  of  an  individual  user  (ranking  or  scores)

3.  to  those  who  has  not  yet  registered  to  the  campaign

1.  to  users  that  do  not  connect  to  the  portal  for  X  days

let  the  system  automaDcally  send  a  default  email  and/or  sms:

HELP  DESKThe  Local  Market  Administrator  can: answer   to   users   who   require   assistance   through   the   Help  

Desk,  by  simply  opening  a  Dcket

idenDficaDon  of  Dcket  and  user  who  opened  it

status  of  Dcket  (open  or  closed)

answer

quesDon

PROCESSING  STATISTICSThe  Local  Market  Administrator  can:

have   a  complete  and  detailed  monitoring  of   the   success   of  the  campaign  in  real  Dme

1.  check  resultsday  by  day

4.   check  results  in  a  customized  way  according  to  the  needs  of  the  company  and  export  them  directly  on  PowerPoint  charts  and  histograms

2.  check  results  by  country,  area,  region  or  cluster

3.  check  the  access  frequency  of  users

MODULARS Y S T E M

Allows  dealers,  agents  or  wholesalers  to  create  self-­‐managed  campaigns

Creates   and   manages   a   dedicated  social  network

Sell-OutModule

CommunityModule

SELL-­‐OUT  MODULE

The  Sell-­‐Out  Module  transfers  all  the  powerful  features  of  Brain&Heart  platform  under  the  direct  control  of  a  single  dealer,  agent  or  wholesaler  who  can  freely  create  and  manage  sales  contests  within  his  structure.

Opportuni9es  for  the  dealers,  agents  or  wholesalers:

✓increase  sales  more  easily  achieving  their  goals

✓opDmize  human  resources

✓fiscal  benefits  on  awards

✓moDvate  his  employees

Opportuni9es  for  the  company:

✓control  on  Sell-­‐Out

✓moDvate   its  dealers,   agents  or  wholesalers   to  achieve   their   goals  with  a   tool   that   gra9fies   their  entrapeneurship  sense

✓increase  sales

COMMUNITY  MODULE

The   Community   Module   allows   you   to   create   a   real   corporate   Social   Network:   a   useful   tool   for  communication  during   the  campaign,  a  cute  bulletin  during  the  journey  and  an  irreplaceable  tool  for  the  follow-­‐up  campaign.

Opportuni9es  for  users:

✓exchanging  useful  informa9on  for  their  job  and  instantly  sharing  it  with  the  en9re  network

✓asking  for  an  instant  advice  to  solve  a  par9cular  problem

✓feeling  constantly  supported  by  a  large  community

✓crea9ng  or  deepening  friendships  between  colleagues

Opportuni9es  for  the  company:

✓increasing  team  spirit

✓fostering  a  sense  of  belonging  to  the  company

✓improving  the  efficiency  of  the  network

TECHNICALS P E C I F I C A T I O N S

ACCESSIBILITY

The  web  pla0orm   is   fully  accessible  either   via  PC,  smartphone   or   tablet   with   the   following  specifica9ons:

✓portal   developed   in   HTML5   and   responsive  design  for  mul9-­‐device  usability  and  orienta9on  (desktop,   tablet,   smartphone).   The   responsive  design   allows   a   smooth   adapta9on   and  compa9ble  with  all  pla0orms,  especially  Android  and  iOS

✓housing   on  distributed  cloud  servers   encrypted  SSL   256   to   ensure   the   highest   level   of   up9me  and  security  of  data  processed

✓using   cookies   is   not   necessary   (the   pla0orm  manages  the  correct  opera9on  of  all  processes,  even  with  cookies  disabled).

MAIN  FEATURES

✓Applica9on   ASP   (Applica9on   Service   Provider)   mode   immediately   online   without   installa9on   or  configura9on

✓Server  in  hos9ng  or  housing  at  the  Giumelli  Incen9ve  Data  Center  Incen9ve

✓Bandwidth  with  high  reliability  and  connec9vity

✓64  bit  Applica9on

✓HTML5  Ready

✓Windows  server

✓Mul9  CPU  Xeon  server

✓Hight  Performance  &  Redundant  database  system

✓24/7  site  monitor

✓Worldwide  Charset  and  readability

TECHNICAL  DETAILS

All   data   is   stored   and   managed   by   a   rela9onal  database   to  64-­‐bit  mul9-­‐dimensional  matrix  form,  so  you   can  store   and  manage   informa9on  of   any  level  of  complexity.

Due   to   the   geographical   spread   of   the   portal,  interna9onal   charset   solu9ons   are   adopted   yo  allow   you   to   store   and  manage   Cyrillic   and   La9n  characters.

All   procedures   and   calcula9on   func9ons   are  performed  by  dedicated  library  built  into  rela9onal  database.   This   ensures   a   quick   and   accurate  processing  performance.

The  content  is  delivered  in  HTML,  ASP,  PHP,  FLASH  and   HTML5   thus   ensuring   a   cross-­‐pla0orm   and  cross-­‐device  visualiza9on.

The   videos   are   op9mized   for   transmission   over  slow  connec9ons,  thus  ensuring  op9mal  use.