Todd Sears

I spent this week becoming more familiar with the profitability model created by the modeling team. The model drives the detailed allocations of shared corporate costs down to the transaction level. It will be my job to format the data from the PM so that it meets the reporting needs of the organization. I also […]

Spent this week creating the foundation of the reporting tool in Microsoft Access. While many of the previous MOS tools had been built in Excel, I felt there was a greater opportunity to automate if we used Access. It was pretty cool to be making the calls on the best way to design the project […]

Worked on creating what we call the “Top Down” spread of the business plan numbers. Some of the reports in the MOS tool focus on variance analysis, comparing “Actual” results to “Planned” forecasts. I am creating the plan numbers at the customer level incorporating all of the operating improvements that our team has laid out. […]

I was able to finish the Account Planning Tool over this period. This tool displays the targets and previous year history to the user, usually a sales person. He or she can then over-ride the customer specific targets with more accurate estimates for sales metrics.

We spent some time in the field this week deploying the account planning tool to a pilot group of 10 sales folks. It was a departure from their existing planning process, and they had many questions. But overall, they seemed eager to work with MOS tool, giving them much better visibility to their book of […]

The profitability model results from another model for another part of the business are now ready to be incorporated in the overall MOS tool. I didn’t know that this change was coming, but I was able to develop a quick solution. I’m now learning about a new part of the client’s business, and meeting more […]

We’re in full swing! The MOS tool is now being used by sales and sales management. I’m getting to attend business review meetings where the tool I built is part of their critical decision making process. Also had a group dinner this week with the entire team. We were updated on the overall project status, […]

I’ve been working with the IT department to clarify the logic we built in to our MOS prototype so that they can migrate it into a long term solution. We used an agile development process to quickly develop much of the functionality. Now that the MOS has been validated by the sales force, and is […]

Conducted training for employees of the client so they could take over the MOS tool updates during the balance of the period until the IT solution is developed.

Created final documentation and gathered signatures that confirm we hit all milestones and delivered all required tools.