Our latest creation for OrderPad for Lotteries is the Document Library module, which makes forms, templates, and documents, only a click away. These may include forms such as retailer applications, equipment request forms, and stolen ticket reports along with documents like promotion reports, phone lists, and policy briefs.Using the forms functionality of the Document Library, lotteries can create forms in Microsoft Word, Excel or InfoPath to be completed in the field. These completed forms then sync back to headquarters where they can be processed, completely eliminating paper from the workflow. Since most sales reps with OrderPad for Lotteries use Tablet PCs, they can even capture retailer signatures. Completed forms also remain as part of the retailer record in OrderPad allowing users to view them at any time.
We love it when our lottery customers collaborate together to find new and better ways to use OrderPad to drive sales or create efficiencies. To that end, we hold user group meetings annually and our Project Management module was the birth child of one of these events.Our Project Management Module was created to give lottery management a tool to assign specific projects and tasks to groups of retailers (to be completed by lottery sales reps) and to follow the progress to completion of each specific project or task.For example, a project named Million Dollar Game Launch may have tasks that need to be completed at each retailer. Those tasks may be (1) sell-in game to owner, (2) train clerks, (3) hang dangler, (4) place window sign, and (5) place poster in play station. The project may have a completion date of 2 weeks in the future.As sales reps visit retailers they mark each task as complete. As the week progresses, both the sales rep and management can see what percentage of completion has been achieved for the entire project and for each individual task.
Senior management can check completion rates for territories, entire regions and statewide as well.Project Management is a valuable evaluation and management tool. It’s very useful to know, for example, exactly which of the 375 retailers have not had the new game sold in 3 days before the game launch. Or, if you’re the person charged with ordering promotional items, it is useful to know that 10,000 danglers were ordered, but LSR’s were only able to hang 3,500 at retailer locations.We were surprised and happy to learn that after its launch, many lottery sales reps actually use the PM module more than managers. With lottery talking points and sales rep tasks changing on a week to week basis, it has proven to be an effective tool for sales reps to track which points were discussed with which retailers as they progress through their sales route.