S p e c i a l Wo r k & Te c h n o l o g y
Case Study Field Sales Reporting
Special Work And Technology . Cholmondley House . Dee Hills Park . Chester . Cheshire . CH3 5AR . UK . Tel UK : +44(0) 8450 563 950
FSR (Field Sales Reporting)
Solution Overview
❖ Field Sales and Point of Sale Distribution Business Intelligence for the UK.
❖ Rich web based admin console to manage report fields and calculated measures.
❖ Executive dashboards.
❖ Crystal Reports for drill downs
❖ Macro based excel reports for detailed analysis
❖ Custom, pure SQL based ETL engine
❖ Dynamic measure capability
Screenshots
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Field Sales Reporting
Client
Cadbury/Kraft FoodsUser Community
UKNumber of Users
~ 500
Project Locations
Bournville (UK)Client sponsor, requirements HQ
Uxbridge (UK)Client programme office
SWAT delivery model
Onshore (UK)Offshore (India)
Summary
Prior to SWAT implementing the FSR BI platform the field sales reporting function was manual, resource heavy and time consuming and prone to error. At the same time the Cadbury source systems were integrating into the Kraft environment. In addition to these factors the business need dictated that the measures / KPI’s would constantly change and therefore a standard OLAP based BI solution would not suffice. SWAT built a core SQL based reporting solution supported by a custom administration console facilitating the easy administration of changing measure and KPI’s.
FSR: Weekly Visits
This report displays the number of visits made by field reps in a reporting period against the targets
Screenshots
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FSR: Visits Trend Analysis
This report displays the performance of a field rep against the targets over a period of time and also show the projections based on past performance
FSR: Net Gains Vs Loss
This report displays the Net new gains/Losses against the competitors at ground level.
FSR: KPIs by Geography
This report graphically shows the movements in selected KPI on a map and also the KPI data on a time line.
Screenshots
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FSR: KPI admin
KPI admin view allows the business analysts to add various KPIs, formulae and aggregations for each report. The fields can be grouped and ordered using drag and drop functionality.
FSR: KPI admin
KPI admin view allows the business analysts to add various KPIs, formulae and aggregations for each report. The fields can be grouped and ordered using drag and drop functionality.
FSR: Data Upload
This screen shows the functionality to upload manually created data from spreadsheets into the system for referencing in reports
About Cadbury/Kraft Foods
Cadbury: A confectionery company operating in more than 50 countries worldwide and a constant constituent of the FTSE 100. Cadbury is now owned by KRAFT foods.
Kraft Foods: Making some of the best-known brands around the globe. Nine of Kraft Foods brands have revenues of more than $1 billion and employee over 100,000 people worldwide.
About SWAT
Special Work and Technology Ltd (SWAT) was established in 2003 delivering high quality custom software solutions and services to large multi nationals utilising high calibre resources onshore and offshore (Noida, India). with long lasting client relationships and growth driven through referrals.
SWAT is a boutique, customer driven company charging only for the services needed. With proactive communication SWAT’s clients get complete clarity on every engagement - honesty and integrity is the foundation of SWAT’s relationships. This approach has enabled SWAT to have long lasting relationships with it’s clients and benefit from growth via referrals.
© 2012 Special Work And Technology LimitedCholmondley House , Dee Hills Park, ChesterCheshire, CH3 5AR, England United KingdomPHONE: +44(0) 8450 563 950 EMAIL: [email protected] WEB: www.sw-at.com
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