dashboard & scorecard case study. introduction hagemeyer case study – background – situation...
TRANSCRIPT
Dashboard & ScorecardCase Study
• Introduction
• Hagemeyer Case Study– Background– Situation– Strategic CPM Vision– Solution– Benefits
• Assimil8 Overview– Key Values– Consultancy– Solutions
AGENDA
• Movex skills
• Cognos 8 skills
• ERP Consultancy skills
• Skill Availability
– Clients shortage of full time employees with C8
– Consultancy Skills
• BPW
• Support
– Lawson Cognos Support
• BI roadmap New Cognos Technology
• BI Strategy Business Plan/Objectives
INTRODUCTION – Industry Pressures
• Hagemeyer initiatives
– Strategic CPM roadmap
– Migrate from Cognos v6 to C8
– EP
– Metrics
– Knowledge Gap
• Resource constraints to delivering on-going initiatives
• Assimil8 Helped withMetric scorecardDashboardEPCognos 8 & BPW Training
INTRODUCTION – Working Relationships
BACKGROUND
AGENDA
• Introduction
• Hagemeyer Case Study– Background– Situation– Strategic CPM Vision– Solution– Benefits
• Assimil8 Overview– Who we are– Consultancy– Solutions
7
BACKGROUND
Movexv11.3 rpg
BPWv2.3
MS Access
MSExcel
Various parts of theBusiness
IS TEAM
Query Studio
ReportStudio
AnalysisStudio
AS400 Query
Data Dumps
Reporting information to the business
Additional Data
Cognos V6 + V8 Excel
BACKGROUND - Environment
ImpromptuWeb v6
PowerPlayWeb v6.0
MetricStudio
• No timely, consistent information, multiple versions of the truth, multiple sources of data
• No business ownership or accountability of Information provided to the users – distrust in information provided
• No clear KPI’s, metrics or trends, timely exercise to get reports
• Significant reconciliation required as multiple data sources have to be validated.
• No single collaborative toolset used across the business, mixture of Excel, Access and Cognos
• Current reliance on IS to write Cognos reports
SITUATION
BranchBranch
Company 001
£
Financials
Costing /Inter Branch
InventoryPlanning
Single Ledger Single B/S Single P+L No OpCo Identity
One Std Cost Inter branch transactions are not possible
Not fully configured
Master Files Customers Suppliers Products
DivisionUK
DivisionIreland
VirtualBranches
Virtual RDC
Virtual Branches
WarehouseRDC WarehouseWarehouse
WarehouseWarehouse
Warehouse
WarehouseWarehouse
WarehouseWarehouse
SITUATION – Movex Configuration
Region
OpCo
Branch
Company 001
Division DivisionDivision Division
Facility
Warehouse
Facility Facility
Warehouse Warehouse
Facility
Warehouse
Facility Facility
Warehouse Warehouse
SITUATION – Movex Configuration
Movex
DWQuery Studio
ReportStudio
AnalysisStudio
MetricStudio
EP
BUSINESS RETAIL TEAMIS WHOLESALE TEAM
Data Management & Preparation,DW/BI Architecture and Security
Adhoc/Canned ReportingData MiningStatistical AnalysisPrototyping
Cognos V8
Reporting information to the business
Additional Data
STRATEGIC – Long Term Strategic Plan
Single Platform for Decision MakingSingle Platform for Decision Making
STRATEGIC – CPM Vision
STRATEGIC – CPM Vision
Sales & Marketing HR Finance Operations
ENTERPRISE
OPERATIONAL
Sales Forecasting
Qualification/close
Discount Analysis
Headcount Planning
Attrition rate
Resource effectiveness analysis
Receivable Modeling
DSO
Material cost analysis
Demand Planning
Stock-outs
Throughput analysis
Corporate Planning
EPS, market share, quality, growth…
Corporate Reporting and Analysis
STRATEGIC – CPM Vision
Dashboards – Offer the capability to present data from various business areas and data sources in a single view in highly intuitive formats including graphics, maps, charts and gauges for the purpose of driving business insight needed to effectively monitor business performance!
• Dashboard (Report Studio)
– Order Life Cycle Value
– Daily, Weekly, Yearly
– All Business Areas
– Drill through capability
– High Impact vision of performance against Target and Budgets
SOLUTION – Dashboard
SOLUTION – Dashboard
£1,000.00
£1,000.00
£1,000.00
100%
Charts Revs Scorecards Tables Graphs Spark Lines
Highly Intuitive
Driving Business Insight
Effectively monitor performance
SOLUTION – Dashboard
• Scorecard (Metric & Report Studio)
– Daily and Monthly Scorecards
– Drillable Hierarchies
• Company
• Division
• Area
• Branch
• Sales person
– Metrics Cover
• Sales
• OPEX
• HR
– 6wks and 2 yrs trend analysis
– 30 key business metrics
– Targets loaded into BPW
– Integrated Security
SOLUTION – Scorecard
SOLUTION – Dashboard
SOLUTION – Scorecard
• Assimil8 Consultants
• 16 weeks
• Skill sets covered
– Movex
– BPW
– Cognos 8• Metric Studio
• Report Studio
• Analysis Studio
• Query Studio
• Enterprise Planning
• Training
• Considering Support for all the above
SOLUTION - Resource
Delivery of information – BenefitsSingle version of the truth• Business ownership & accountability of information provided by
the IS wholesale team and delivered by the business retail team• Focus on KPI’s, metrics & trends and the timely delivery of
consistent information• Significantly reduce reconciliation through the consolidation of
data to a single source• Collaborative toolset used consistently throughout the business• User Empowerment
Delivery of information – Medium term ….• On-Demand exception management• Daily visibility of KPI performance• Timely, accurate business information across all business functional areas• Visibility of actual verses forecast/budgets• Business information available 24/7 & 365 days• A business retail team that have the facility to perform information analysis without the need for data preparation
BENEFITS
ASSIMIL8
• Devoted to the Movex market place
• Cognos 8 resources
• Unique skills
• Applicable knowledge and experience
• Partnership with Cognos
• European full life cycle project implementation experience
• Code of conduct
• Big 6 professionalism
• Competitive with Contractors rate
• Track record of successful projects
ASSIMIL8 – Key Values
Cognos Partner
Business Intelligence
Enterprise Planning
BPW Data Warehousing
Movex
StreamServe
SupportSector
Cognos
BPW DataWarehousing
Movex
ASSIMIL8 - Consultancy
Solution Support (Helpdesk)
BI In-Source & Outsourcing
Cognos Documentation Tools
Blueprints and Templates
Health Checks
Performance Tuning
ASSIMIL8 - Solutions