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Todd Wilson – Clif Bar – SVP, IT
Adam Crigger – Preferred Strategies – President
August 22, 2018
Session# JDE-105690
The Clif Bar Journey with Data
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Agenda
• Introductions
• Preferred Strategies Overview
• QuickLaunch Overview
• Clif Bar & Company Overview
• Background and Architecture
• ROI
• Live Demonstrations
• Q&A
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Preferred Strategies
• Founded 2002
• Focus on market-leading Reporting and BI software
• JD Edwards Reporting/Analytics accelerators
• Partnership
STRATEGY
PRODUCTS
SERVICESSTRATEGY
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QuickLaunch Transforms JDE Data for the Business
JD Edwards: 4,000 Tables & 80,000+ Fields
Table Names: i.e. F0101
Fields Names: i.e. MCMCU
Julian Dates: 118031
No Decimals: 12345
Fiscal Calendars
Subledgers
UDC’s
13 JDE Modules => 100+ Tables
Translate Tables: i.e. Address
Translate Columns: Business Unit
Convert Julian Dates: 1/31/2018
Calculate Decimals: $123.45
Fiscal Calendars i.e. Calendar, Fiscal A, 445, etc.
Create Subledger lookups (Address, BU, etc)
Include UDC Descriptions & Cat Code Renames
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What’s included in QuickLaunch for JD Edwards
DirectConnect
Data Prep Data Modeling Reports
Data Governance - Translation of data into business friendly format
• Real-time Analytics
• Direct Connect QuickViews
• Operational Data Store ETL Packages (SSIS)
• Enterprise Data Warehouse ETL Packages (SSIS)
Metrics Governance – Single Version of Truth• Microsoft SSAS Tabular Model
• Security
• 25 Perspectives
• 200 Relationships
• 2,500 Fields
• 1,500 Measures & KPI’s
• Financial Account Hierarchies
ODS
EDW
Instant Analysis and Visualization with QuickLaunch Reports• Build JDE reports in minutes
• 25+ Power BI Reports
• 25+ Power BI Templates
• Income Statements & Balance Sheets (SSRS)
• Excel Templates
JDE Data
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Clif Bar & Company
• Founded 1992
• Berkeley, CA
• Healthy, nutritious snacks
• Privately-held
• Values-based
• Double digit CAGR for 12 years
• Outsourced manufacturing for 24 years
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Clif Bar Timeline
1992 Today
World A7.3
1998
E1 9.0
2011
E1 9.1
2014
E1 9.2
2020
Sales
Challenges
- New to manufacturing
- Accelerated timeline
- 24x7 support
- 3x number of employees
- Values-based Company
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New Bakery ScopeReceiving & Warehousing:
• Receive raw ingredients
• Quality check & COAs
• Location Routing
• Transfer to Bakery
• Putaways (Allergen, dry, wet, packaging)
• Staging
Product Data Management:
• BOMs
• Engineering Changes
• Costing
• Formula/Recipe Management
Learning Management:
• Safety Training
• Equipment Training
• Other Training
Accounting:
• AAIs
• Direct/Indirect Costs
• Accounts Payable
• General Ledger
• Fixed Assets
Planning:
• Ingredient planning
• Packing planning
• Production Scheduling
Procurement:
• Supplier Management
• Procure materials
• Approval Routing
• Payment
• EDI
Finished Goods:
• Consume pallets
• Location Routing
• Microholds
• Traceability
Shipping/Transportation:
• Load-building
• ASNs
• In transit visibility
Asset Lifecycle Management:
• Fixed Assets
• Spare Parts
• Preventative Maintenance
• Maintenance Requests
Quality:
• SPCs: Weight, Temperature, Packaging, Water tightness
• Metal detector
• COAs
• Issue resolution
• SQF Certification
• Quality Auditing
Operations:
• Kitting
• Mixing
• Baking
• Packaging
• Verification
• Cartoning/Casing
• Palletizing
• Labeling
Facility:
• Building Management System
• Video Surveillance
• Alarm System
• Telecommunications
• Cell repeater system
• Facility Access
People:
• Timeclocks
• Payroll
• PTO
• Intranet
• Help Desk support
Continuous Improvement:
• HMI/Supervisory Controls
• Line Status/Area Control
• Historian
• Metrics/Alarming
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New Bakery Architecture
Enterprise One
WonderwareSafetyChain
SomaxUltiPro/Novatime Alchemy
SharePoint
AIM
RFGen
GXSDocusphere
RMS
E-Solutions
ShoreTel
Pelco Facility
Motorola
Alarm
Receiving &Warehousing
Product Data Management
Accounting
Planning Procurement Operations
Quality
Finished GoodsShipping &
Transportation
Asset Lifecycle
Facility
People
Continuous Improvement
Staging
Training
ACS
Oracle PS
Enterprise Data Warehouse
InTouch - Operations – Quality – Historian
Financial – SOP – Fixed Assets – Inventory – Warehousing – Procure to Pay – Planning – Transportation – Manufacturing - PDM
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Methodology
• Mirrored Implementations• Replicate development where possible
• Leverage SDLC documentation and talent
• Extend ROI analysis across sites
• Segregate differences from development, where possible
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The Analytics of ROI
Twin Falls to Indianapolis MES Cost Bridge
$3,823,807
$95,804 $131,664
$102,240
$160,043
$3,334,056
$272,500
$724,000
$287,000
$974,444
$3,025,000
$1,375,000
$1,650,000
$-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
Total Indy Proposal Line Status & AreaControl
Public Displays Add'l Travel Palletizer Labeling Twin Falls Total Cost Original Indy Estimate
Extended Functionality
Differences from Twin Falls
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The Outcome
• Metrics• 3 million bars per day• 800 million bars per year• 70% of production is now internal• All quality metrics have improved• OEE increased from 60% to 70%
• Goal: 85%
• Advanced analytics: Quality, CI, Planning, Finance, Sustainability
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Learnings• People
• Executive support• Compelling Direction• Quality partners• Cross-functional buy-in
• Tradeoffs• People Aspiration• Decisions in a vacuum
• Communication• You can never communicate enough
• Don’t underestimate training• 3 languages• Steep learning curve• Adoption of simplest changes were hardest
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Analytics Maturity
Descriptive
Diagnostic
Predictive
Prescriptive
Va
lue
Difficulty
What
happened?
Why did it
happen?
How can we
make it happen?
What will
happen?
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Analytics Structure
IT
• Architecture
• Platform Development
• Data Integrity
• Change Management
• Security
• Technical Training & Support
• Data Science Program
Sales
CoE
Operations
CoE
Finance
CoE
• Business Analysis
• Report Standardization
• Report Development
• Self-service Ad-hoc
• Master Data Governance (Item)
• Data Modeling
• SMEs with CI focus
• Business Analysis
• Report Standardization
• Report Development
• Self-service Ad-hoc
• Master Data Governance (Customer)
• Data Modeling
• SMEs with CI focus
• Business Analysis
• Report Standardization
• Report Development
• Self-service Ad-hoc
• Master Data Governance (Org)
• Data Modeling
• SMEs with CI focus
Center-led
2017 2018 2019
Training/ Architecture
Change Management
Continuous Improvement
Lean
Gaps
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Quick Launch & Power BI
QuickLaunch ROI
- out-of-the-box, but flexible
- built on source of record (E1)
- performance
- ease of use
Inventory
Power BI
- rapid deployment
- extensible across data warehouse
- enables Centers of Expertise
- Microsoft Enterprise Agreement
G/L
A/R
Shipments
A/P
Sales
MES
H/R
Community