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