inspire 2014 – crossmark: inside the (r)evolution
DESCRIPTION
How is analytics defined in your company? More importantly, how are YOU driving action through insights? Data is no longer a cost – it is an asset. Organizations can establish competitive differentiation and at the same time maximize their ROI on data assets by coupling them with the right people, processes and tools. Alex Siskos will share an industry perspective on the analytics paradigm shift at Crossmark, which will cover everything from the change management journey to the data and tool investments, and the analytics they aspire to optimize in Fast-Moving Consumer Goods (FMCG). Alex Siskos, VP of Business Insights, CrossmarkTRANSCRIPT
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inside the rEvolution...
Alex L. SiskosInsights Master ChefCROSSMARK
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Destinations Destinations
DestinationsDestinations
DestinationsDestinations
“Clients often ask us, what do we strive to achieve with the Insights function at
CROSSMARK?
The answer is quite simple…we strive to lead with insights
and earn the status ofindispensable partner”
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The Analytics Paradigm Shift at CROSSMARKAltTab
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Our Tipping Point
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By 2017, over 50% of analytics implementations will make use of data from instrumented machines, applications and/or individualsBy 2015, all BI vendors will shift from reporting-centric to analysis-centric BI platform offeringsBy 2017, you won’t be able to distinguish what an IBM-developed from what CROSSMARK offers to the market
Various Q1 2014 Publications on BI and Analytics Platforms Prognostics
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It Starts With a Unique Perspective on Data
We continuously and obsessively assess the
source and purpose of each ingredient we buy.
=
Each data point is treated as an information ingredient Rather than a syndicated line item investment.
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A Paradigm Shift in Analytical Processing
* Sourced from our Analytics Optimization partner IBM
2.5 quintillion bytes of data are generated each day*
92% of all data
in the world is <2 years old *
Our partners of choice & lead Gartner’s BI Platform Magic Quadrant
“We are able to
ingest, blend and digest
data from ANY source…
without complex, time-consuming
IT engineering efforts…
within a forward-thinking analytic platform”
Recognize the high-volume, high-velocity, and high varietyof your industry’s information ingredients and invest in modern forms of data-mining and analytic processing technologies.
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Simple, Thorough & Impactful Framework
What did they buy?
What will they buy?
What do they want?
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Refining our Agile Insight Generation Process
CROSSVIEW
Executive Overview Market & Account Comps Trip & Basket Insights Volume Decomp
1. We continuously refine, retool, and re-think our tools of the trade…
2. We extract only the pertinent data with practical value to feed our joint business planning agenda:
Pricing Trends Promotional Efficiency Distribution Opportunities POG Insights Forecast Alignment
3. To ensure that we lead with insights in every one of our interactions together
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inside the rEvolution...
CASE STUDY 2
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Retail Execution Dashboard – “Need it now!”Situation Summary
CASE STUDY 2
Execution Data Point-of-Sale DataLine-of-BusinessBusiness Rules
Challe
ng
eSolu
tion
• Long delays between when data is gathered from field to when its available to BI• Manual blending required
• Store numbering systems and data delivery methods vary between vendors (email and vendor API)
• BI lacks visibility to LOB business rules• No obvious linage to
POS/Execution data
• Alteryx pulls data within 24 hours of availbality• Blends data and automatically
refreshes the dashboard• Zero manual intervention
• Alteryx ensures store number consistency across vendors• Streamlines consumption and
combining of data from multiple sources and delivery methods• No manual intervention
• Combines POS/Execution data with LOB business rules to create single, consistent view of the business
• Reduces dependency on manual spreadsheets
• Flexibility to evolve the logic in the future
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Solution Sounds So Very Simple…And It Is!!
Execution
Dashboard
LOB Business Rules
Point-of-Sale Data
SQL
XLSX
Vendor 1
Vendor 2
FTPTXT
SQL
CROSSMARK DW
Crossmark Line-of-
Business
Execution Data
Daily Updates Provided via Alteryx Server CASE STUDY 2
Insights & Alteryx Line-of-Business Client
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Inside the Data Flow…Mess
PDW• Fact_RetailExecution• Dim_SalesTrakProject• Dim_M3Project• Dim_Store• Dim_Team• Dim_WorkType• Dim_Associate• Fact_SurveyResponse
PDW_Blend.yxmd
(7) BillRates.
xls
PDW_Alteryx.yxmd
*Maintained by IT
*Runs nightly
• Fact_RetailExecution• Dim_SalesTrakProject• Dim_M3Project• Dim_Store• Dim_Team• Dim_WorkType• Dim_Associate• Fact_SurveyResponse
(1) PDW_Alteryx.yx
db
*Maintained by BI*Runs nightly
(6) Client Data
Dump.xls*As
needed
*Prepared monthly (BOM)
(2) TDP.csv
*Emailed from Nielsen
*Saved to network folder every
Sunday?*2 weeks behind
POS_Aggregate .yxmd
*Maintained by BI*Runs weekly
(3) RSI.csv
Kroger | Safeway Target | Walmart
*Saved to network folder every
Sunday? RSI_Store_Num_Cleanup.yxmd
(4) StoreMaste
r .xls
*Maintained by BI*Runs monthly?
(8) UPC.xls
*As needed
(5) KrogerList .
xls CASE STUDY 2
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Artisanal Advantage
(9) Tableau_db
• PDW• VOR• POS
Dshbrds.twb
CASE STUDY 2
*Maintained by BI*Runs nightly
PDW• Fact_RetailExecution• Dim_SalesTrakProject• Dim_M3Project• Dim_Store• Dim_Team• Dim_WorkType• Dim_Associate• Fact_SurveyResponse
PDW_Blend.yxmd
(7) BillRates.
xls
PDW_Alteryx.yxmd
*Maintained by IT
*Runs nightly
• Fact_RetailExecution• Dim_SalesTrakProject• Dim_M3Project• Dim_Store• Dim_Team• Dim_WorkType• Dim_Associate• Fact_SurveyResponse
(1) PDW_Alteryx.yx
db
(6) Client Data
Dump.xls*As
needed
*Prepared monthly (BOM)
(2) TDP.csv
*Emailed from Nielsen
*Saved to network folder every
Sunday?*2 weeks behind
POS_Aggregate .yxmd
*Maintained by BI*Runs weekly
(3) RSI.csv
Kroger | Safeway Target | Walmart
*Saved to network folder every
Sunday? RSI_Store_Num_Cleanup.yxmd
(4) StoreMaste
r .xls
*Maintained by BI*Runs monthly?
(8) UPC.xls
*As needed
(5) KrogerList .
xls
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Humanization of InsightsConversational & Interactive data visualization, and planogram design making insights available at the point of decision
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Analytics as a Cooperative EnterpriseStudy, Do, Teach
InsightsFootprint
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From Data Donkey to Master ChefA Fantastical Journey?
2012 2013 2014 2015
1. Increasing our Productivity with Alteryx and Tableau
2. Using the time we earn to improve the conversation we have with our
clients
3. Guided by new visuals we can use to simplify the complex
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“It’s okay to glance at the past. It’s not okay to stare at it!”
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Talent
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What’s Next on the Menu
• Data is not insight• Better, faster insight generation• Streamlined and cooperative analytic enterprise• Focused on creating outcomes, not interpreting the past• Move from a back office cost center to a front-line revenue generating
asset
“The actual state of the matter should be actual.”
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Find an excuse to win!
Let your game speak
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THANK YOU!