integrating all that pos data
TRANSCRIPT
POSmart - Turning Data into Actionable Information
Integrating All That Data
Karen Kurtzweil x239
Janet Dorenkott x225
Integrating All That Data
Confidential - for limited circulation only
“Top 10
Companies on
the Move”
BlueSky Integration
Studio
“Best at integrating POS
with Internal data”
Weatherhead 100
Fastest Growing
Businesses
First Release of
Oracle Developer of the Year
Data Warehouse & BI Consulting
1996 - 98 1999 - 01 2002 – 04 2005 - 06 2007 - 08 2009 - 10 2011 – 12
2013-2015
“Data Warehouse of the Year!”
BlueSky “Coolest
New Technologies”
DataStage ETL Best Implementors Award
Company Background
Informatica’s Partner of the Year
Selects POSmart to embed in DSR
Partnering to support DSMi
2014 NEO Software
Assn. “Best Software”
Confidential - for limited circulation only
Global Presence
Basel, Switzerland
Brussels, Belgium
Cologne, Germany
Dublin, Ireland
London, UK
Paris, France
Solna, Sweden
Vianen, Netherlands
Europe Asia
Dubai, UAE
Kuala Lumpur, Malaysia
Singapore
Sydney, Australia
Shanghai, China
Tokyo, Japan
North America
Chicago, IL
Cleveland, OH
Dallas, TX
Gainesville, FL
Los Angeles, CA
Minneapolis, MN
New York, NY
Ontario, Canada
Phoenix, AZ
Scottsdale, AZ
San Jose, CA
Schaumburg, IL
Toronto, Canada
Redmond, WA
Warren, NJ
Company HQ Delivery Center Delivery & Training Center
India
Bangalore
Bhubaneswar
Chennai
Hyderabad
Mumbai
New Delhi
Pune
5
Confidential - for limited circulation only
The Frustration of Data Analysts & Data Scientists…
Include Shipments in this Report
I can’t align week end
dates
My Nielsen data is a
month late
I need Walmart sales in Internal Calendar terms
This retailer just changed the data they
provide
This EDI file is wrong
We just switched
data providers
I want to create my own
hierarchy
We just acquired a new company.
Confidential - for limited circulation only
The Data Provider
was only sending
data monthly and
therefore info they
were reporting off of
was a month old.
POSmart & BlueSky
was used to automate
the integration of over
30 retail POS sources
so we could use daily
data
Streamlined Integration,
Improved Employee
Productivity & Profits.
Provided more Insights
& Opportunities to
Retailers
What happens when the data your analyzing is a
month late?
5
Confidential - for limited circulation only
POSmart
Consistency
• Easy Access to Information
• Improved Productivity • Increased Reliability
Streamline Data Gathering
Synchronize, Integrate & Validate POS
Wal-Mart/Shiloh
EDI /AS2/Retail Link
Promo/Forecasts
Costco
Nielsen/Spectra/RSi
Shipping
Kmart
Meijers
IRI/Mkt6/NPD/MSA
EDI, AS2
Sam’s
Wholesaler/Dist
CVS & Others
Productive Meetings
The Truth Database
Confidential - for limited circulation only
POSmart
• Enterprise Demand Signal Repository Solution
• POSmart leverages the Smart Solution hub and data model.
• Automates the integration & cleansing of point of sale data
• Harmonizes all POS data sources including POS, syndicated
data, third party providers, etc.
• Aligns hierarchy’s. Applies and synchronizes retailer calendars, items,
geographies, etc. with your internal ones.
• Report Matrix enriches data for more insights.
• Leverages POS so you can see actual sales versus shipments, budgets,
forecasts, geographies, etc.
• BlueSky pushes reports & alerts out to identify
OOS, Phantom inventory, zero scans, shipments
versus consumption, etc.
Confidential - for limited circulation only
Military,
Distributor
Budget
Nielsen, IRI,
TD Linx, etc.
Accounting
Forecasts Reports
Scheduled
& Cached
Shipments
Sources Retailers WalMart
Home Depot
Costco
Kroger/DunH
Meijers
Sam’s
Distributors
POSmart Integrate, Validate,
Synchronize & Manage
BlueSky
Or Other BI Tool
DW
POS
Integrator
BIS
EDI, Text, Flat
Files, Access,
Retail Link,
Partners
SAP, JDE, DB2,
Oracle, JDA
Users access via
web
3rd Party Data:
AC Nielsen/IRI
Spectra/NPD, MSA,
Market6, RSi
Forecast
Shipments,
Promo, Vendor
TradeSmart
POSmart
“Smart” Architecture
Other TPM
BlueSky Analytics
Power User
BlueSky Viewer
Casual Users or
BlueSky XL Users
Confidential - for limited circulation only
OOS issues happened
even though products
were being shipped
Shipments were not
reliable and therefore
costing sales & sending
customers to
competitors.
Increased sales 1% by
ensuring the right
products were on time
and with the right
assortment.
What happens when you have no insights into
actual sales versus shipments?
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Confidential - for limited circulation only
Vendors were given
discounts based on
products purchased
Actual POS data was
needed to show there
was a discrepancy
When integrating POS
with returns and shrink,
adjusted discounts alone
increased profit 1%
POS integrated with Returns & Shipments showed
inaccurate discount levels to vendors
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Confidential - for limited circulation only
Scan Data
Syndicated
Validate & Stage
Category Mgmt. Forecast Optimization
Market Analysis Supply Chain Opt. Promo Analytics
DC Planning ERP
Orders & Shipments
Master Data
Nielsen/MSA/IRI
Item Master / Customer Master
Item
Time
Promos
IRI Items
Nielsen Items
Integrate Harmonize
Cleanse
Data Harmonization POS, Inventory,
Master Data
Enterprise
DSR
Apply Algorithms
& Metrics
Standard Reports
Category Mgmt.
Internal Reporting
Predictive Analytics
TPM
VMI / Brokers
Forecasting Demand Planning
Feed Other Systems
Account Team Reporting
Source Data Integrate & Cleanse Enterprise DSR Analytics & Internal System Integration
Retailer Specific Sandboxes
Confidential - for limited circulation only
For Example, Trade/TPO
TradeSmart leverages the Smart Solution Architecture with the automation,
integration and harmonization of various trade components
Accurately analyzes the outcomes of trade promotions and compares
outcomes to expectations across all retail segments
The ability to understand if were properly executed with 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.
PromoPro for Grouping tactics into single events & editing incorrect information
such as shipments.
Confidential - for limited circulation only
By integrating POS
with plans, shipments,
& COGS, they gained
100% coverage &
increased profitablity
With less than 10%
coverage, the customer
assumed all promotions
worked the same at the
remaining 90%
Estimated 3% increase
in revenue by
eliminating poor
promotions &
readjusting
What Happens when you have limited insights into
trade promotions? You keep doing the same thing!
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Confidential - for limited circulation only
Promotion ROI
analysis was time
consuming manual
process
TradeSmart solution
automated accurate
representation of
promotion event ROI
40,000 man-hours per
year savings
90% coverage
Optimized promotion returns across product
groups and retail segments
14
Confidential - for limited circulation only
BlueSky Analytics
Confidential - for limited circulation only
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