New Feature – Velocity Checking Eddie Sawyers SCL
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
Introduction
What is it? Why did we choose to do it? How it will work? How will it help? Where's it going? When?.
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
What is it?
Customer order value Velocity checking.
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
Why did we choose to do it?
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
Client Surveys
Why did we choose to do it?
Feedback Improvement - To the product Value - To all customers.
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
The value threshold – e.g. £10,000
How it will work? –
The time period – e.g. 90 days
Setup
Matching criteria – e.g. name, postcode, phone Exclusions – e.g. Product, customer types.
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
Entire estate - in the time frame
How it will work? –
Customer match
On Confirm
Value check Hit Yes/No.
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
How it will work? – A hit?
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
A hard block
How it will work? –
A user choice
A hit?
Prompt for authorization Audited.
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
The value threshold – e.g. £10,000
How it will work? – Example
The time period – e.g. 90 days Matching criteria e.g. last name, postcode then either phone, Date of birth or email
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
How it will work? – Example
Date First Name 12/03/2015Jon
Last Name Smith
Post Code BN1 6AU
DOB Phone 01/05/197501273 666600
Email Jon.Smith@hotmail.com
Order value £2,000.00
Date
Last Name
Post Code
DOB
Order value
01/03/2015Jonathan
Smith
BN1 6AU
01/05/1975
06/02/2015John
Smith
BN1 6AU
05/01/197501273 666600
31/01/2015Jonny
Smith
BN1 6AU
01/04/1975
25/01/2015J
Smith
BN1 6AU
01/05/197501237 666600
First Name
Phone
666600Jon.Smith@hotmail.com
Johnsmith@gmail.com
44127666600Jon.Smith@hotmail.com
Johnsmith@gmail.com
£2,000.00
£3,000.00
£3,000.00
£1,000.00
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
How will it help?
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
Proactive check
How will it help?
Decisions at the time Greater control Audited
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
Evolve and Improve
Checking on order quantity
Where's it going?
Product quantity – gift cards Suspicious Customers
Hotlists of customers Expanded check – Multiple Clients
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
Where's it going?
SCL CONFERENCE 2015: THE PRICE OF GREATNESS IS RESPONSIBILITY
Target is version 2.7 September
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