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Relational Solutions
Smart Suite
Turning Data into Actionable Information
Janet Dorenkott, Presenter440-899-3296 [email protected]
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Hosted by Karen [email protected]
440-899-3296 x232
Agenda
Background
Harmonizing POS Data
Smart Suite Foundation
Better Assortment
Pinpoint OOS & POOS
Improve Post Event Analysis
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
“Top 10
Companies
on the
Move”
BlueSky Integration
Studio
“Best at integrating POS
with Internal data”
Fastest Growing
Businesses
Oracle Developer of the Year
Data Warehouse & BI Consulting
1996 - 98 1999 - 01 2002 – 04 2005 - 06 2007 - 08 2009 - 10 2011 – 122013-2014
“Data Warehouse
of the Year!”
BlueSky “Coolest New
Technologies”
DataStageETL Best ImplementorsAward
Company Background
Informatica’sPartner of the
Year
Partnering to support DSMi
NEO Software Assn. “Best Software”
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
• G a t h e r i n g
• C l e a n i n g
• I n t e g r a t i n g
• J u s t i f y i n g
Why All The Harmonization Issues?
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Big Data, Omni-Channel
& New Data Sources
End User
Requests Change
Data Frequency is
Inconsistent
Data Formats Vary
From Source to Source
You Are at the Mercy of
Retailer Decisions
Constantly Changing
Conditions
POS is Not Always Available
& May Cost Money
Everyone Wants to See
Data Differently
Different Sources?
Different Reliability
Every Retailer Provides
Different Data Elements
Lack of Integration &
Manageability
Databases Integration/ETLBusiness
Intelligence
• SQL Server
• Netezza
• DB2
• Teradata
• Sybase
• Oracle
• Informix
• RedShift
• Azure
• Hadoop
• BIS - BlueSky
Integration Studio
• DataStage
• Informatica
• SSIS/DTS
• BlueSky
• Cognos
• Business Objects
• MicroStrategy
• Brio
• OBIEE
• Analysis Services
• SPSS
(Predictive Analytics)
Understand Where Things Fit
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
BlueSky Integration Studio (BIS) Data Integration, Cleansing & Harmonization POS Integrator with Pre-built retailer mappings
Customizable business rules POS Cleansing and validation routines
Integration objects for Oracle, SQL Server, DB2, Excel, ODBC,
OLEDB, Teradata, Neteeza, SAP, SAP Hana, RL, txt, FTP, Access,
Nielsen, IRI, DSiM, Amazon RedShift, NPD, etc.
Flexible Data model – Design/Retail Calendars/Report
Matrix
“POSmart” BlueSky Analytics, Viewer, XL Builder Control Center
“TradeSmart” BlueSky Analytics, Viewer, XL Builder PromoPro
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Smart Suite Foundation
Streamlined Data Cleansing and Harmonization
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
• Easy Access to Information & Insights
• Improved Productivity
Streamline DataGathering
Wal-Mart/Shiloh
EDI /AS2/Retail Link
Promo/Forecasts
Kroger/Publix
Nielsen/Spectra/RSI
Shipping
Sam’s/Costco
Walgreens
IRI/Mkt6/NPD
EDI, AS2
Social/WebMD
Wholesaler/Dist
Convenience
Productive Meetings
Consistent & Manageable Integration
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Scan Data
Syndicated
Validate, Stage, Cross-Reference
Category Mgmt.Forecast
OptimizationMarket Analysis
Supply Chain Opt.DC Planning
ERP Orders & Shipments
Master Data
Nielsen/TDLinx/IRI
Item Master / Customer Master
Item
Time
Promos
IRIItems
NielsenItems
Integrate, Map, HarmonizeCleanse, Apply Rules
DataHarmonizationPOS, Inventory,
Master Data
Enterprise Demand Managent
ApplyAlgorithms
&Metrics
Standard Reports
Category Mgmt.
Internal Reporting
Predictive Analytics
Trade Promotion
VMI / Brokers
ForecastingDemand Planning
Feed Other Systems
Account Team Reporting
Source Data Integrate & Cleanse Enterprise DSR Analytics & Internal System Integration
Retailer SpecificSandboxes
Smart Suite Foundation
Automated
Harmonization
& Integration
Dashboards&
Analysis
Plan
Improvement
Trade• Shipments• Products• Plans• Syndicated
BluSky &
PromoPro• Planning Data
• Shipments
• Consumption
• IRI
• AC
Nielsen
• POS
• Master Data
• Forecast Data
• COGS
• Other
Source Data
Complex
Source Data
TradeSmart Foundation
Integration
Engine
TradeSmart
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
What is TradeSmart?
TradeSmart leverages the Smart Solution Architecture with the automation, integration and harmonization of various trade components
Promotion Automation and Analytics solution.
The intersection of plans, shipments and consumption as it relates to trade promotions
The ability to accurately analyze the outcomes of trade promotions and compare to planning expectations across all retail segments
The ability to understand whether or not promotions were properly executed and the
amount of retail compliance
The common repository for all historical promotions which enables multi-year analysis/comparison of trade spend initiatives
The ability to feed results to other systems – planning, supply chain, predictive, merchandising, etc.
TPI – Trade Promotion Intelligence
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
BlueSky Suite
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
AnalyticsFor The Power User & Data Scientists
ViewerFor The Explorer
DashboardExecutives & Other Users
Mobilei Pad’s / Androids
BlueSky XL BuilderEasily create queries with Bluesky Worlds
Combine data from disparate sources
Automatically creates Pivot Tables
Have multiple queries in a single Workbook
Use Excel formulas and formatting
One-click refresh with security
60 minute training
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Rule-based system. Allows for a streamlined process where ROI calculation is consistent and accurate
Process driven capabilities allowing visibility to non-compliant events
Insight into planned spending & retail execution by event or product & it’s visible up the hierarchy
Uses cost information to understand your true margins and contribution
Provides visibility to historical pricing to protect against margin erosion
Shows “sell-through” and gives supply chain visibility by incorporating shipments
Improved JBPS. Joint Business Planning Sessions
Benefits of TradeSmart?
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Improve JBPS with Retailers!
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Revenue is not the whole picture
Revenue – COGS – Trade Spend = ROI
Dollars
What are your initial margins? How far
can you afford to discount?
Did having too much cause margin
erosion in non promoted weeks?
(subsidize regular sales unnecessarily)
BlueSky Report for JBPS
Winner for
Retailer but
not Supplier
Winner for
Supplier but
not Retailer
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Post Event Report- Understand if cannibalization is happening across Brands.
- How does price impact volume?
Buns are
cannibalized
when Biscuits
are promoted.
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
PromoPro – Fine Tuning Promotions
• Group Promo PG’s into Events• Create event at Retail
• Realign Promo PG’s dates and Events• To align with sales
• Override base and incremental by Event
• Override base/incremental values when needed
• Allocate Spend to Units
• In order to not double count units sold, spend must
assigned to units
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
PromoPro Essential workflow interface to
allow fine tuning of promotion
alignment with shipments,
plans and consumption.
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Stay Connected & Informed!
Follow our Relational Solutions Training Blog http://www.relationalsolutions.com/blog
Join Demand Signal Repository Institute Group on
Watch our Training & Video’s on
Relational Solutions Channel
Follow POSmartBlueSky & JanetAtRSI on
Follow Relational Solutions on
Like Relational Solutions on
Contact Janet Dorenkott 440-899-3296 x225 [email protected]
Connect with Janet on
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015