US Customer Onboarding

Our focus is to create a seamless and efficient onboarding experience for all US-based customers transitioning to the new unified order management platform.

Pilot Program KPI Dashboard

Initial results from our pilot phase highlight significant improvements in efficiency and customer satisfaction.

$1.2M

Value of Transactions

Total value processed in the pilot phase.

99.8%

Transaction Success Rate

Successful vs. attempted transactions.

2,540

Orders Processed

Total number of orders through the new system.

Customers Onboarded

Pilot customers actively using the platform.

Value for Customers

Single point of access for all Regal Rexnord brands.
Simplified order and inventory management.
Faster onboarding and dedicated support.
Real-time visibility into order status and history.

Value for Regal Rexnord

Increased customer satisfaction and loyalty.
Operational efficiency through process standardization.
Scalable model for future brand integrations.
Unified view of the customer for better service.

Onboarding: The Path to $1 Billion

Our strategic onboarding of 160 key customers is projected to drive over $1 billion in annualized sales revenue onto the new platform by the end of 2025.

160

Identified Customers

Target accounts for transition to the unified platform.

Onboarded to Date

Pilot customers successfully transitioned and providing feedback.

140

Onboarding Pipeline

Customers scheduled for onboarding through 2025.

$1B+

Annualized Revenue Goal

Achieved by end of 2025

Customer Onboarding Process

Our phased approach for transitioning customers to the unified platform.

Current Phase

Oct - Nov 2024

Pilot Phase

Onboard initial cohort to validate processes and gather critical feedback.

Dec 2024 - Jan 2025

Wave 1 Onboarding

Begin transitioning the first wave of identified customers to the platform.

Q1 2025 onwards

Full-Scale Rollout

Accelerate onboarding for all remaining US customers.

Detailed Onboarding Schedule

Our planned schedule for bringing specific customers onto the new platform.

Month	Customers	Status
October 2024	Distributor Corp (Pilot), Manufacturing Inc. (Pilot)	Scheduled
November 2024	Global Parts (Pilot), Tech Systems LLC (Pilot)	Scheduled
December 2024	Industrial Solutions Co., Advanced Components	Tentative
January 2025	National Bearings Ltd., American Powertrain	Tentative

Core Team

Carrie Lennon

Snr Change Manager

Paule Chau

Change Manager

Erica Peot

Change Manager

Key Events & Change Management

Ensuring our teams and customers are ready for a smooth transition.

Internal Program Kick-off

Announcing the DTA program and its goals to all internal stakeholders.

Sales & Support Training

Comprehensive training sessions on the new platform for customer-facing teams.

Customer Go-Live Communications

A multi-touch communication plan to inform and prepare customers for the transition.