Revolutionizing Sales Controlling in the Automotive Industry with KanBo

Welcome to KanBo – the work coordination platform designed for the automotive industry. With our innovative tools, we help automotive businesses stay ahead of the curve by facilitating smart factory operations, streamlining project management, fostering collaboration, and solving complex problems.

One of our key focus areas is Sales Controlling, where we help businesses optimize their portfolio planning and sales performance with the help of our powerful features. Here are some of the benefits that our customers enjoy:

– Efficient Planning: Our platform enables businesses to plan their new business volume in close coordination with MBB (Master Black Belt) to ensure new business profitability. We help with preparing and executing the planning process for all relevant parameters, including volume, penetration, commission, margin, and new business RORAC.

– Portfolio Management: We provide simulation tools to help businesses plan their portfolio development, taking into consideration the development of the old portfolio, new business, and other portfolio components.

– Sales Performance Monitoring: Our platform helps businesses analyze and monitor the relevant sales KPIs such as new business volume, portfolio development, margin development, and RORAC to derive recommendations for action and management measures.

– Communication: We understand the importance of streamlined communication in the automotive industry, so we provide powerful communication tools to help businesses collaborate more efficiently during the planning and execution phases.

To give you a better idea of our Sales Controlling platform, let’s take a quick product tour:

1. Dashboard: Our dashboard provides an overview of sales and portfolio metrics, allowing businesses to get an overview of the performance of their sales activities.

2. Planning: Our planning feature allows businesses to plan their new business volume and profitability targets in close coordination with MBB and other relevant areas.

3. Portfolio Management: Our portfolio management feature enables businesses to simulate the development of their portfolio, taking into consideration the development of the old portfolio, new business, and other portfolio components.

4. Sales Performance Monitoring: Our sales performance monitoring feature helps businesses analyze and monitor the relevant sales KPIs such as new business volume, portfolio development, margin development, and RORAC.

5. Communication: Our communication tools help businesses collaborate more efficiently during the planning and execution phases, ensuring that everyone is on the same page.

If you’re in the automotive industry and looking for a powerful tool to optimize your sales controlling, KanBo is the perfect solution. Get in touch with us today to schedule a demo and see the platform in action!

Monday:

Start your week with KanBo by creating a new workspace for your Controller Portfolio Planning. Invite your team members to collaborate and assign them to specific cards related to the tasks they are responsible for. This will help to streamline and prioritize your work. Use the Kanban view to see the status of each task and drag and drop them to new columns as they progress.

Tuesday:

Use the Document View to review the financial statements and forecasts for your portfolio. Attach any necessary documents to specific cards for easy access and reference. Schedule a meeting with the relevant stakeholders to discuss any concerns or questions.

Wednesday:

Create a new KanBo Space for Sales Performance. Use this Space to track your sales data and metrics. Assign responsible team members to specific cards for each sales project. Use the Gantt Chart View to visualize the timeline of each project and easily identify any roadblocks.

Thursday:

Use the Mind Map View feature to brainstorm new sales strategies and tactics. Collaborate with your team members to identify new opportunities and potential markets to explore. Use Notifications and Follows to stay up-to-date on any updates or changes to the project cards.

Friday:

Review your week’s work using the KanBo Dashboard and Reports. Identify any areas where you need to improve your processes and procedures. Use this information to adjust your next week’s plans and improve your team’s efficiency. End the week by thanking your team members for their contributions and teamwork.

Yes, KanBo is much more than just a tool for communication. While communication is important, KanBo is a comprehensive work coordination platform that goes beyond just communication.

With KanBo, you can manage your workspaces and spaces, multiple document sources, cards, card templates, card statuses, card blockers, notes, checklists, and more. You can assign people to cards, schedule cards, and use card relations and document references to keep everything organized.

KanBo also features a powerful search function that allows you to find everything you need quickly and easily. You can use Kanban view, list view, table (spreadsheet) view, calendar view, Gantt chart, timeline view, activity view, document view, and mind map view to visualize work.

In addition, KanBo offers dashboards and reports to help you get a comprehensive overview of all your projects and workloads. You can also manage resources, track progress, and collaborate with your team in real-time.

So, as you can see, KanBo is much more than just a tool for communication. It’s an all-encompassing work coordination platform that can help you manage all aspects of your work, from communication to task management to resource allocation and everything in between.

Q&A

Q1: What industries KanBo cater to?

A1: KanBo caters to the automotive industry, among others. Their platform is designed specifically to help businesses in this industry streamline project management, collaboration, and problem-solving.

Q2: Does KanBo only offer Sales Controlling features?

A2: No, KanBo offers a variety of features beyond Sales Controlling. Their platform includes tools for project management, task organization, communication and collaboration, and more, making it a comprehensive work coordination solution.

Q3: How can KanBo help improve a team’s efficiency?

A3: KanBo provides a centralized platform for task management, communication, and collaboration, which helps teams streamline their work and avoid miscommunication or duplicated efforts. With tools like Gantt charts and process visualization, teams can easily identify roadblocks and inefficiencies, making it easier to make adjustments and optimize their processes over time.

Use Case:

Let’s say you are a Sales Manager at an automotive company. You need to plan the new business volume for the upcoming quarter in close coordination with MBB (Master Black Belt), Risk Management, Treasury, and the Brand Partner. You log into KanBo and create a new card for this task. You invite all the relevant team members to the card and add a checklist of all the parameters that need to be considered such as volume, penetration, commission, margin, and new business RORAC. Each teammate can comment on the card and add their input on the various parameters.

Once the planning process is complete, you need to evaluate the impact of the sales measures and promotions on margin development and RORAC. You use the powerful simulation tools provided by KanBo to see the expected impact of different sales measures on your profitability. You provide your findings to the MBB Pricing Committee to help them make informed decisions.

As part of the monthly closing process, you need to plan, monitor and report commission volume. You use KanBo to plan the commission volume and monitor it on a real-time basis. You include the commission volume planning in your monthly reporting of the portfolio broken down by financing products, lines of business, and companies. You can also include ad-hoc analyses of portfolio development if required.

KanBo also helps you analyze and monitor the relevant sales KPIs such as new business volume, portfolio development, margin development, and RORAC. You use the platform to derive recommendations for action and management measures and comment on new business development for internal reporting.

The best part of using KanBo is its seamless integration with Microsoft Office tools like Excel and PowerPoint. You can easily import data from Excel into KanBo cards to work on them collaboratively. You can also export KanBo data into Excel to perform further analysis. With KanBo, you can leverage your existing Microsoft Office skills to work more efficiently.