England Logistics

COMPLETExRM, Inc. 331 South Rio Grande, Suite 203 Salt Lake City, UT 84101
Location: Salt Lake City, UT URL: www.englandlogistics.com
Service Area: Global Annual Revenue: $130 million
Industry: Transportation Employees: 182

TRANSPORTATION

U.S. Trucking Giant Continues 80-Year Legacy of Innovation by Adopting FranklinCoveys PlanPlus Online
!"#$"%#& '($() #*+,-*./) %*0() 12-.34-56252.)7*)8-,6)9-:2 )'76;/) 7< )=*2)=>)612 ),-5+2<6) 52>57+25-62.)6540:7*+) -*.) 65-*<?=56-@=*) 0=A?-*72< )7*) 612) B*762.) 86-62<() '($() #*+,-*.) 1-<) C22*) 7*) C4<7*2<<) >=5) A=52)61-*)DE);2-5<)-*.)1-<)2F?-*.2.)7*)<7G2)A=52)61-*)62*H>=,.)=I25)612)?-<6)6J=).20-.2<()

CASE STUDY

K7,,)L5=-.C2*6/) A-*-+25) =>)65-7*7*+)-*.).2I2,=?A2*6) >=5) #*+,-*.)9=+7<@0</) - )J1=,,;) =J*2.) <4C<7.7-5;)=>)'($()#*+,-*./)-M57C462<)0=A?-*;)+5=J61)6=)-)<1-52.)7**=I-@I2)A2*6-,76;()) #*+,-*.)9=+7<@0<)1-*.,2< )52,-@=*<17?< )J761)A=52)61-*)NO/EEE) =6125) 6540:7*+) C4<7*2<<2< )6=) A-:2) <452) -,,) =I25P=J) >527+16) +26<) <17??2.() Q12;).2,7I25) 65-*<?=56-@=*) <25I702< ) >5=A) *-@=*J7.2) ,=0-@=*<) J761) <6-R*+/) <4??=56/) 2347?A2*6) -*.) 6201*=,=+72</) 2*-C,7*+) 61275) 0,72*6< )6=) C2M25) A-*-+2) 61275) 0=<6< )-*.)>=04< )=*) 61275) 0=52 )C4<7*2<<() #*+,-*.)9=+7<@0< )7<) 5-*:2.)SD61)=46)=>)ST/EEE)C5=:25-+2<()) 'UV99#WX# %*) =5.25) 6=) <4002<<>4,,;) A-*-+2 ) 2F7<@*+) 04<6=A25) 52,-@=*<17?< ) -*.) C57*+) 7*) *2J) =*2</) L5=-.C2*6) :*2J) <12 )J=4,.) *22.) *=6) Y4<6) -*;) '$Z) ['4<6=A25) $2,-@=*<17?) Z-*-+2A2*6\) -??,70-@=*)>=5) 125) 0=A?-*;()812)*22.2.)- )6201*=,=+;)?,-]=5A)61-6)7*0,4.2.)'$Z) -*.)L^Z) [L4<7*2<< )^5=02<< )Z-*-+2A2*6\)52,-62.)<25I702< )6=)-,,=J)125)6=)A=52)2_20@I2,;)65-0:)2F7<@*+) -00=4*6< )-*.)A-:2)612)A-*-+2A2*6)=>) :2;) 65-*<-0@=*<)-*.)?5=02<<2< ),7:2)52?=5@*+/) <-,2<) -46=A-@=*/)-*.)C7,,7*+)2-<725)-*.)A=52)2R072*6()) 8!9BQ%!W &17,2) ,==:7*+) 7*6=) 125) =?@=*</) L5=-.C2*6).7<0=I252.) ^,-*^,4<`) !*,7*2) C;) a5-*:,7*'=I2;) [JJJ(?,-*?,4=*,7*2(0=A\/) J1701) J-<).2I2,=?2.) Y=7*6,;) J761)'!Z^9#Q#F$Z/) -*) #*625?57<2) ) N(E)'$Z)<=,4@=*)?5=I7.25)>=5)<A-,,)-*.)A2.74A)C4<7*2<<2<( b&2)01=<2 )6=)+=)J761)^,-*^,4< )!*,7*2)C20-4<2)76)7<)6=6-,,;)04<6=A7G-C,2/)-*.)>=5)612 )>-06)61-6)76) 7< )&2CHC-<2.)-*.)61252>=52 )-002<<7C,2 )>5=A)-*;J1252/c)<-7.)L5=-.C2*6()b%6)7<)-,<=)2-<;)6=)4<2/) -*.)1-<)-),=J25)0=<6)?25)4<25)61-*)2I25;617*+)2,<2)%),==:2.)-6(c
Enterprise 2.0 CRM for Small to Medium Business
ACHIEVE the HIGHEST Levels of PRODUCTIVITY
L5=-.C2*6)12,?2.)7*62+5-62)^,-*^,4<)!*,7*2)7*6=)612)0=A?-*;d< ).-7,;)C4<7*2<<()^,-*^,4< )!*,7*2) 7< )C47,6)=*)'!Z^9#Q#F$Zd< )'F$Z)['=A?,262)e;*-A70)$2,-@=*<17?)Z-*-+2A2*6\)a=4*.-@=*/) J1701)7<)-)K-I-HC-<2./) 8=fJ-52H-<H-H825I702 )[8--8\).2,7I25;) ?,-]=5A() Q12).;*-A70) 825I702H =572*62.)V50176206452)[8!V\)=>)^,-*^,4< )!*,7*2 )2-<7,;) 7*62+5-62< )04<6=A7G-C,2 )'$Z)<=,4@=*<) <401) -< )0=*6-06) A-*-+2A2*6) -*.) <-,2< )>=502) -46=A-@=*) J761) 612)a5-*:,7*'=I2;) ?,-**7*+) A261=.=,=+;) =>) 6-<:)A-*-+2A2*6/).-7,;) -*.)J22:,;) ?,-**7*+/) -A=*+) =6125< )>=5)7*.7I7.4-,<) -*.)=5+-*7G-@=*<)6=)4@,7G2)I7564-,,;)-*;@A2)-*.)-*;J1252)I7-)612)%*625*26(
anywhere. It is also easy to use, and has a lower cost per user than everything else I looked at. Jill Broadbent, England Logistics
b%)1-I2)C22*)I25;)1-??;)J761)'!Z^9#Q#F$Zd<)04<6=A25) <4??=56() &12*2I25) % )1-I2)-*) 7<<42 )-57<2)612;) -52 )I25;) 3470:)6=)52<?=*./c)<-7.)L5=-.C2*6()bQ1275)<6-_)1-<)C22*) 52-,,;) 2-<;) 6=) J=5:) J761() V< ) #*+,-*.) 9=+7<@0< ) A=I2<) >=5J-5./) ^,-*^,4< )!*,7*2 ) J7,, ) C2) 61252 )-< )J2) +5=J) 6=) >4,g,,)=45)01-*+7*+)C4<7*2<<)*22.<(c

801.438.3460

www.planplusonline.com !

info@planplusonline.com

ABOUT COMPLETExRM: COMPLETExRM is the leading provider of Enterprise 2.0 CRM solutions for SMB built on its Complete Dynamic Relationship Management (CxRM) Foundation. Utilizing a Java-based Service-Oriented Architecture (SOA), The CxRM Foundation delivers Web Services and is easily extended and customized to meet the needs of any industry, organization or individual. Using its CxRM Foundation, COMPLETExRM creates private-label or OEM customer relationship management (CRM) offerings. FranklinCovey partnered with COMPLETExRM to develop and deliver PlanPlus Online, a Webbased, Software-as-a-Service (SaaS) application that allows worldwide customers to apply FranklinCovey planning methodology combined with dynamic relationship management services via the Internet. For more information, please visit www.completexrm.com.

ABOUT FRANKLINCOVEY: FranklinCovey is the global leader in effectiveness training, productivity tools, and assessment services for organizations, teams, and individuals. FranklinCovey helps companies succeed by unleashing the power of their workforce to focus and execute on top business priorities. Clients include 90 percent of the Fortune 100, more than 75 percent of the Fortune 500, thousands of small and midsized businesses, as well as numerous government entities and educational institutions. Organizations and individuals access FranklinCovey products and services through corporate training, licensed client facilitators, one-on-one coaching, public workshops, catalogs, more than 80 retail stores, and franklincovey.com. FranklinCovey has nearly 1,500 associates providing professional services and products in 37 ofces serving more than 100 countries.
DECEMBER 2007 v2 COMPLETExRM, Inc. COMPLETExRM, and the COMPLETExRM logo are Trademarks of COMPLETExRM, Inc. All other trademarks and logos are the property of their respective owners. All rights reserved.
$#8B9Q8 87*02 ) 7A?,2A2*@*+) ^,-*^,4< ) !*,7*2) 7*) W=I2AC25) NEET/) #*+,-*.) 9=+7<@0< )1-< ) A=52) 61-*).=4C,2.) 7*) <7G2 ) -*.) L5=-.C2*6) 1-< ) C22*) -C,2) -.-?6) ^,-*^,4<)!*,7*2)6=)g6)125)0=A?-*;d< )+5=J7*+)*22.< )J761) We chose to go with ,7M,2)2_=56()812)7< )*=J)-C,2)6=)A-*-+2)04552*6)-00=4*6</) PlanPlus Online because -034752)>46452 )-00=4*6</) -<<7+*),2-.< )6=)>2,,=J)C5=:25</) it is totally customizable, and for -*.)>=,,=J)4?)=*)<-,2< )0-,,<)J761)2-<2h)-*.)-6)- )>5-0@=*) the fact that it is Web-based and =>)612)0=<6)61-*)=6125)'$Z)?5=I7.25<)=_25( therefore accessible from

Case Study Ameren

Plugging Productivity Power Into Microsoft Outlook With PlanPlus

Executive Summary

Implementing PlanPlus for Microsoft Outlook software at Ameren has enabled some employees to manage their time more productively, focus on whats important to the company, and bring more control and peace of mind to their work environment and their personal lives. With PlanPlus, we feel weve finally found a product that will work in our environment to help our employees become more organized and effective.
Christa Grosser,Training Specialist, Organization Effectiveness Department, Ameren
organizations big picture goals while also helping them successfully manage all of their daily tasks and commitments.
Training to Complement PlanPlus
In February 2003, Grosser met with Amerens IT team to determine if PlanPlus would be compatible with the companys technology architecture. Initial testing proved that it was. In early 2003, PlanPlus was installed on 35 PCs (with installations continuing to grow), and Grosser kicked off the FranklinCovey training component. Before training began, Grosser was concerned about the many employees in her company who use PDAs (Palm handhelds or Pocket PCs) in conjunction with Outlook as their primary planningand-scheduling tool.When she learned that key PlanPlus data syncs to most PDAs, Grosser knew she had a digital solution that would fit nicely. What were finding is that most of our employees are using some type of PDA, yet we couldnt find an integrated planning platform that met their needs. With PlanPlus, we feel weve finally found a product that will work in our environment to help our employees become more organized and effective. Grosser scheduled employees for onehour orientation sessions on PlanPlus followed by the new one-day workshop FOCUS: Achieving Your Highest Priorities. Concerning the one-hour PlanPlus sessions, Grosser said, They were definitely helpful. At first, some of our IT gurus were skeptical that PlanPlus added any value to Outlook. But when they ] 2003 FranklinCovey
Using Technology to Focus
When Training Specialist Christa Grosser of Amerens Organization Effectiveness Department first heard about FranklinCoveys PlanPlus software, she was excited. She learned that PlanPlus is an exclusive add-on tool that seamlessly integrates FranklinCoveys proven planning and time-management processes within Outlooks standard scheduling and e-mail environment. Because Microsoft Outlook used so widely at Ameren, I wanted to offer a time-management extension to the software to help employees sharpen their focus on top priorities while creating balance in their professional and personal lives, Grosser said. Ameren is an energy-services company that serves 1.7 million electric customers and 500,000 natural-gas customers in a 49,000-square-mile area of Missouri and Illinois.The company owns a diverse mix of electric generating plants in its Midwest market with a capacity of more than 14,500 megawatts. PlanPlus encourages employees to create and practice the habit of proactive planning. It increases employee productivity and effectiveness by keeping employees on track with their
Time management is an individual thing, and PlanPlus really meets my needs.
Anne Offner, Org. Development Specialist, Organizational and Leadership Development, Ameren
learned about the time-management and personal-organization benefits, they were very impressed. Employees also experienced the one-day Focus workshop, which teaches participants how to: Lead a balanced and fulfilling life through proven time-management and planning methods. Reduce stress by recognizing and eliminating low-priority activities and distractions. Gain control of the competing demands on their timee-mail, voice mail, meetings, and interruptions. Use PlanPlus software to plan and achieve professional and personal goalsall from within Microsoft Outlook.
drag and drop tasks into your task list and track them. Allen added, I also use PlanPlus to track when monthly reports are due. I produce a department report each month, and I also have to file monthly reports with the Illinois Commerce Commission. I track when those reports are due and set them up as recurring monthly activities with PlanPlus. Anne Offner, Organization Development Specialist at Ameren who holds a doctorate in organizational psychology, works in organizational and leadership development corporatewide. Shes impressed with the versatility of PlanPlus and how she can customize it to support how she works day to day. Time management is an individual thing, and PlanPlus really meets my needs, Offner said. My task load and the urgency of those tasks can vary from day to day. Its great to keep a running task list visible because something that may be low-priority this week might be higher next month and I can devote some proactive attention to it in advance.

The installation ran smoothly, including support for handhelds such as Palm and Pocket PC devices. What I like about implementing PlanPlus is that you dont really have to do anything but install it and start using it immediately, added Grosser. For those people who are keeping their calendar and scheduling tasks and events electronically, PlanPlus is the best Ive seen for the digital user. Grosser concluded, If you want to have tools and knowledge to be a more effective employee and individual, to create balance in your life, to have a way to manage that life at work and outside work, then the content and materials of the Focus workshop will help you do that, and PlanPlus is the application tool to help you manage it all effectively.
Up and Running in No Time
For any company installing new software, ease of installation and deployment to employees ranks pretty high on the technical-needs list. For Sharon Harness, Information Technology Specialist at Ameren, this was a high priority as well. Since Ameren has a standard system for deploying software to their personnel, Harness wanted to follow existing protocol. She was impressed at how easily and quickly PlanPlus installation and deployment fit within their current system.The first step was a simple process of creating the PlanPlus install package. Next, this PlanPlus package was added to their standard software mall and made available to their employees. Finally, each employee simply selected PlanPlus from the software mall, and it automatically installed on their local computer. Once we created the package, installing PlanPlus was a simple task, Harness said.
PlanPlus Home View The PlanPlus Home view brings three most frequently used Outlook tools into one convenient viewcalendar, e-mail, and task list.
Goals Wizard Interactive wizards engage and teach users how to effectively use tools such as goal setting, developing a mission statement, and weekly planning within PlanPlus. For more information on PlanPlus for Microsoft Outlook, the Focus workshop, or other elements of the FranklinCovey Focus Solution, please call 1-888-868-1776, or go online at www.franklincovey.com.
Day-to-Day Benefits of PlanPlus
Sharon Allen is a 19-year veteran of Ameren and one of five team members in the companys Alternate Retail Electric Suppliers (ARES) business center. She works with retail customers in Illinois and has been using PlanPlus for several months. Regarding PlanPlus, she said, I like how you can see everything in one view your tasks, schedule for the day, and emails all at one time. I think thats very, very helpful. Plus, its nice to be able to

To learn more about Ameren and their services, please visit www.ameren.com
2003 FranklinCovey Co. All rights reserved. 0304034 SKU 74314 Microsoft and Outlook are registered trademarks of Microsoft Corp. All other trademarks are the property of their respective owner.