Martin’s Famous Pastry
Tye Lofts- Already a customer but these are notes from Tye’s training with the client from Dec 2018
Type of Business (description):
Number of sites:
2 bakeries on the East Coast
Primary Support Contact name, email, and phone:
Tony Martin, EVP
800-548-1200 or 717-262-1756
Sales Cycle Length:
Project Folder Files and Paths?
Goals of each Phase
Appian products used:
Type of Use:
Type of routing:
How often do they route?
Where is DR installed?
Where is DRTrack installed?
How often do they pull orders?
Unique Infrastructure Notes:
Number of licenses purchased:
How many users?
Interfacing with another system?
Uploading back to ERP? How often?
D2Link Provider Name:
Products interfacing with DRTrack: (OMM)
Notes from Implementation:
Tony Martin was trained remotely 1 day. The 2 other uses were present for part of the training, but Tony was driving and said he would circle back and help the other users when their time came to use TP & DR.
Tony did seem to be pretty good working around in the software. They bought originally in 2013 and he’s been working independently to learn the applications.
Implementation Documents Included:
Customer Lifecycle Notes: