Using Performance Management Framework · HR 18. Senior Management Meeting: 19 CEO: How Many Cases...

Lipari Foods LLCIBI PSRDC

Using Performance Management FrameworkSales Improvement Monitoring:

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In the Room Today:

▪Lipari Foods LLC

▪ Joe Beydoun – Director SCM | Business Intelligence

▪Michael Hegarty – Director ERP | CRM Corporate Strategy

▪RDC Business Solutions ( IBI Partner)

▪ Roger Panfil – President RDC

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What We Do

▪ Family Owned Specialty Distributor

▪Utilize Technology as Competitive Advantage

▪ Change & Adapt & Grow: “Its in our Blood”

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Where we go

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Distributor of Choice in Nearly Every Market We Serve!

➢Family Owned

➢Since 1963

➢Single Distribution Site

➢240,000+ Sq Feet

➢25 Depots

➢“NEXT DAY Delivery”

➢150+ Trailers in Fleet

➢350,000+ Sq Fwd Whs

➢22,000+ Items

➢14 States from Michigan

➢20+ States from Fwd Whs

How We Do it

▪ Simplify the Supply Chain

▪ Ensure Easy to do business with

▪ Empower Associates

▪Adapt to Customer Requests

▪Utilize Extensive Brick and Mortar Assets

▪ Customer Focused on Everything we do!

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Lipari Foods, Inc.Distributor of Choice in Nearly Every Market We Serve!

Shuttle

“B”

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We are Powered By…

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Platform (DB2/MS SQL)

Systems ( ERP|WMS|CRM|SRM|TMS|HR| Misc.)

Business Intelligence |Reporting |Data Warehouse Layer

WF 7.7 WF 8 PMF MRE RC MOBILE FAVS MAINTAIN iWay DM

How We Report it?

▪ iSeries Shop for Transactional Data (DB/2)

▪Next Generation Software (MS/SQL)

▪ Empower Business Users

▪ PDF

▪Dashboards

▪MS EXCEL

▪WebFOCUS 77 – Migrating to WebFOCUS 8.1

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Our Reporting Needs

▪Management Report Requests

▪Associate Report Requests

▪ Supplier Report Requests

▪ Customer Report Requests

▪Government Report Requests

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We Deliver:

“Information Technology!”

NOT

Imitation Technology

PMF Need for Lipari Foods

▪Deliver a Pulse of the Business Quickly

▪Allow for Corporate View of Scorecards and KPIs

▪ Free Up Executive Time for Scorecard Management

▪ Free Up Management Time Spent on Scorecard Management

▪Actually drive home the current state of Strategy ( Single Click)

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Project Kick Off

▪ PMF was a Quick to Stand up Application from IBI

“Out of the Box Paint by Number Starting Point”

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Project Kick Off

▪ PMF was a Quick to Stand up Application from IBI

“Finished Paint by Number Result= ”

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Project Kick Off

▪ PMF was a Quick to Stand up Application from IBI

“Paint by Number will not Morph into this!!” this is WF8

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Project Update

▪ Create Corporate Score Cards

▪ From CEO to VP to Director to Manager

▪ Single Corporate Calculation ( A + B = C)

▪Allow for Hierarchy based on Role / Geography / Customer

▪Drill Down Regardless of where transaction was created▪ ERP▪WMS▪ CRM▪ TMS▪HR

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Senior Management Meeting:

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CEO:How Many Cases did we sell?

VP Sales:27,060

VP Operations:

22,579

VP Procurement:

24,898

VP Transportation:

21,777

Single Corporate Calculation ( A + B = C)

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Response from Each VP Value in Cases

CEO How Many Cases? 21,777 – 27,060

Response Cases

VP Sales Customers Ordered 27,060 CS 27,060

VP Procurement Buyers moved 24,898 CS 24,898

VP Operations Warehouse Picked 22,579 CS 22,579

VP Transportation Our Trucks Delivered 21,777 CS 21,777

PMF: Executive Score Card

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PMF: Corporate Dimensions ( BIG BIG WIN for IT and BIG BIG WIN for Business)

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Product Category ( Line of Business)

Product Director ( Responsible Line of Business Owner)

Sales Organization

Business Unit

Geographic Hierarchy

Territory

Region

Direct Rep Level

Customer Segment

Time

Fiscal Year | Fiscal Period

PMF: Strategy Map = Easy Visualization of Scorecard

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Lipari Partnered with RDC ( From Summit 2013)

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&

Partnered with RDC ( From Summit 2013)

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Partnered with RDC ( From Summit 2013)

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Lipari 2013|2014 Business Intelligence Roadmap

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Approved PMF Project

Approved Data Warehouse Project ( Really Data Mart)

Approved iWay Data Migrator Development Tool Set

Approved WebFOCUS 8 Migration Plan

Approved Mobile Favs Implementation

Lipari 2014 PMF Deployment

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Finalize Sales Proof of Concept (Scorecards and KPIs and Budgets)

( Initial Plan for PMF was only Sales Reporting)

C-Level

Executive

Director

Manager

Direct Rep

Create and Deploy Additional Business Pillars in PMF

( Faster ROI and “Enterprise wide Performance Management Tool”)

Corporate

Information Technology

Category Management

Finance

Operations

Transportations

Reasons for Selecting PMF

Questions?

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