BI Concept Note
## Intouch & EDI High‑Value Sales Order Monitoring
### Purpose
Introduce a BI‑driven monitoring and alerting capability for Intouch and EDI sales orders to identify high‑value transactions (> €5,000) and enable timely, data‑driven sales and customer engagement actions.
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### Business Problem
High‑value orders currently enter the system without structured, proactive follow‑up. This results in:
• Missed opportunities for customer appreciation
• Limited insight into exceptional or irregular buying behavior
• Underutilized cross‑sell and upsell potential
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### BI Solution Overview
A centralized BI solution that:
• Detects high‑value sales orders in near real time
• Enriches orders with customer and historical context
• Triggers notifications to relevant business stakeholders
• Provides dashboards for monitoring and performance tracking
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### Scope & Trigger Logic
• Trigger condition:
- Sales order total value > €5,000
• Channels:
- Intouch
- EDI
• Threshold configurable via BI parameters
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### Data Inputs
• Sales order data (Intouch, EDI)
• Customer master data (new vs existing customer)
• Historical order data (frequency, average order value)
• Product / category data (where available)
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### Data Enrichment & Indicators
For each triggered order:
• New vs existing customer
• Regular vs exceptional order (based on history)
• Order value vs customer average
• Channel and Business Unit mapping
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### Alerts & Consumption
• Automated notifications to:
- Sales BU
- Account owner / sales rep
• Notification content:
- Customer details
- Order value and channel
- Key indicators (new customer, irregular pattern)
• Delivery via email or collaboration tools (e.g. Teams)
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### Analytics & KPIs
• Number of high‑value orders by BU and channel
• New vs existing customers for >€5K orders
• Follow‑up SLA compliance
• Cross‑sell / upsell outcomes (future phase)
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### Business Value
• Improves proactive customer engagement
• Supports sales prioritization based on impact
• Enables cross‑sell and upsell at the right moment
• Positions BI as an event‑driven decision enabler, not just a reporting function
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### Next Steps
1. Validate data availability and latency
2. Align on business rules and thresholds
3. Define alert ownership and follow‑up process
4. Deliver MVP (alert + basic dashboard)
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Kind Regards
Cemal Ozturk
