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JDE Data Warehousing and BI/Reporting with Microsoft PowerPivot at Clif Bar & Company

Prepared by:Dave HartwellDirector, Business ApplicationsClif Bar & Company

& Adam CriggerPresidentPreferred Strategies

Our journey to replace our Data Warehouse and Business Intelligence platform

Session ID#: 102770

Presentation Route

■ About Clif Bar & Company■ About Preferred Strategies■ Our Business Intelligence History & Context■ Our Challenges and High Level Objectives■ Key Decisions■ Project Planning■ Why Microsoft?■ Why Preferred Strategies?■ Data Warehouse Solution Overview■ Keys to Success■ Demonstration■ Questions?

About Clif Bar & CompanyWho We Are and What We Do

■ Clif Bar & Company is the leading brand in all-natural and organic energy and nutrition foods and drinks

About Clif Bar & CompanyThe Clif Bar Journey

■ Founded in 1992■ Family and Employee Owned■ Prefer the White Road to the

Red Road▪ Red Roads – Larger,

straighter, more typical

▪ White Roads – Smaller, Exploratory, Interesting

About Clif Bar & Company5 Aspirations Business Model

■ Business■ Brands■ People■ Community■ Planet

About Preferred Strategies Introduction & Context■ Who is Preferred Strategies?

▪ Oracle Partner▪ Provide 3rd Party BI and Data Warehouse Applications for

Oracle’s JDE World & EnterpriseOne■ What is BI Quick Launch?

▪ Jumpstart BI Reporting and Analytics■ Platforms Offered for JDE BI

▪ Oracle BI and BI Publisher▪ Business Objects BI and Crystal Reports▪ Microsoft BI and PowerPivot

■ Options▪ Direct Connect▪ Enterprise Data Warehouse

Clif Bar & Company ERP and BI History and Context■ ERP

▪ Implemented World A7.3 in 1998▪ Migrated to EnterpriseOne 9.0 in 2011

■ Data Warehouse and Business Intelligence▪ Implemented Corporate Radar and SQL Server DW in 2002

Clif Bar & Company2012 Clif Bar BI Scenario■ Business Intelligence Tools

▪ Corporate Radar BI Reporting – IT supported▪ Numerous business data silos – mostly independent from IT

■ Data Warehouse▪ Non-Traditional data repository

■ Primary Subject Areas Offered▪ GL Budget to Actual▪ Sales Analysis▪ Trade Spending

BI and Data Warehouse Challenges

Challenges & High Level Objectives

■ Software introduced in 2002, sunset after acquisitions

■ With rapid growth, business “cobbling solutions”

■ Numerous data silos in business areas

■ Different reports producing different information

■ Some dimensions and measures missing in existing subject areaas

■ Additional subject areas missing altogether

■ Solution for the long term■ Better, Faster Decision Making■ Self Service BI■ “Single Source of Truth”■ Common Data Definitions,

Standard Master Data, Conformed Dimensions

■ Increased Availability of Historical Data

Challenges Objectives

Key Decision…Build or Buy

Develop everything from the ground Up

Buy an established template for E1 data connection

Decision: We preferred to go with a pre-built starter DW & BI solution with an established Oracle partner with JDE E1 experience

Key Decision…Direct Connect to JDE E1 or

Traditional Enterprise Data Warehouse

Different tools and approaches for data sources across the company

Common Framework with Foundation & Options for Future Expansion

Decision: Given overall needs, we preferred an Enterprise Data Warehouse• E1 primary, but not only data source• Long Term vision for BI and DW

Project PlanningHigh Level Data Warehouse & BI Approach

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Project PlanningKey Considerations

■ Limited budget for full evaluation/selection/strategy development■ Think Big, Start Small: Build the foundation first with long term vision in

mind■ Capability to deliver and support – IT is and will likely be a lean team■ BI doesn’t start with the reporting tool, but building the Data

Warehouse■ To do this properly, it will take time, effort, and money

BI & Data Warehouse Iceberg Analogy

The Road to overhaul our BI and DW ■ End of 2012, initial budget and proposed plan for 2013

▪ Formal BI & DW Strategic Analysis and Plan▪ Solution Evaluation – technologies and JDE partners▪ Software Acquisition▪ Plan Implementation and Initiate build out

■ What actually happened in 2013!▪ Proposed budget cut in half▪ Reduced Evaluation to Microsoft Validation▪ Reviewed and found DW/BI Partner▪ Planned and implemented initial subject areas▪ Came in under revised, reduced budget!

Data Warehouse & BI Timeline

Short / Mid Term Plan

Past Accomplishments

Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013

Core Technology Platform Standardization

DW Vendor Evaluations – JDE Solutions

BI / DW Project Approval and Kick‐Off

Phase 1 : E1 ‐ GL

Master Data Cleansing and Planning

Phase 2 : E1 ‐ Inventory, Sales, Procurement

DW Vendor Evaluation – Preferred Strategies

DW Implementation Planning

Past / Future Outcomes

2014

Build or Buy Decision for E1 BI solution

Phase 3 : E1 – Other Subject Areas

BI/DW Project 

ApprovedMicrosoft Chosen Platform

“No‐Go” on other JDE Solutions

PS Chosen DW Vendor 

MD Cleansed, 

DW Planned

DW Implemented 

with GL

DW Implemented with Phase 2 

SAs

DW Phase 3E1 SAs

Phase 4 : Other Data Sources

2014 & Beyond

DW Phase 4 Other Data 

Sources

Why Microsoft Technologies?Tools■ Microsoft Excel is the most widely adopted analytic and

reporting tool in the world▪ There is no escaping it, so EMBRACE it!

■ Microsoft has invested significantly in DW and BI as strategic focus and will continue to do so

■ In 2013, Gartner placed Microsoft BI in the desired quadrant■ Capability to provide personal, department, and enterprise

solutions■ Capability to model/test Enterprise solutions in PowerPivot

Why Microsoft Technologies?Tools

■ Source Systems DB: MS SQL Server 2005-2012■ Data Warehouse DB: MS SQL Server 2012■ Change Data Capture E1 Source: MS SQL Server 2008 R2 (CDC)■ Extract, Transform, Load: MS SQL Server ETL (SSIS)■ Reporting Solutions:

▪ Highly structured reports: MS Reporting Services (SSRS)▪ Multi-Dimensional/Analytics: MS PowerPivot (Excel)

■ Portal, Delivery: MS SharePoint■ Visualization (Charts, Graphs, KPI Dashboards):

▪ MS PowerView▪ MS PerformancePoint

■ And various other “Power” and “P’s”■ Cubes (SSAS)

Why Microsoft Technologies?Clif Bar Considerations

■ Same tools to run directly against E1 if desired, using DB Views, Excel, etc.

■ Clif Bar people already know and use Excel and SharePoint extensively– minimized learning curve

■ Clif Bar IT already know SQL Server, Excel, SharePoint■ Clif IT already standardized on Microsoft stack

■ Server and End User operating systems, Office, Outlook, SQL Server Database, SharePoint, Office, etc.

■ Cost of Entry and ongoing licensing and support significantly lower than other DW and BI solutions

Why Preferred Strategies?■ Proven depth of experience

▪ JDE World and E1▪ Data Warehouse Business Intelligence requirements▪ Microsoft technologies from DB to ETL to PowerPivot

■ The right team and approach for Clif Bar▪ Agile▪ Collaborative▪ Pragmatic▪ Partners▪ Guiding▪ Awesome people!▪ Aligned with Clif Bar’s 5 Aspirations

Data Warehouse Solution Overview

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• Facts• Dimensions

Result:  Near Real Time data in Data Warehouse for Analytics & Operational Data Store (ODS)

Keys to Success Implementation

■ Good Preparation■ Embracing the effort■ Unexpected highlights■ Few mechanical breakdowns ■ Efficient maintenance

A Great Ride Results from…

Keys to SuccessProject Management & Partnership

■ Define Clear requirements Understand YOUR needs and realistic challenges

■ Conduct detailed Proof of Concept■ Define clear internal roles from Business & IT■ Develop Customer/Supplier relationship PARTNERSHIP■ Supplier knowledge of ERP (JDE), Data Warehouse, and BI■ Supplier Project Management

▪ On Time▪ On Budget▪ Scope & Change Management

Clif Bar & Company BI Analytics Demo

More About Preferred Strategies

Goals of the Business Intelligence SIG

General Accounting Accounts Receivable Accounts Payable

Sales Order Inventory Procurement

Enterprise Asset Mgmt Job Cost Contract Billing

Human Resources / Payroll Manufacturing Property Management

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

Data Warehouse ETLPowerPivot Models 

In Dev

In Dev

In Dev

In Dev

Data Warehouse ETL &PowerPivot Models for JD Edwards

Questions?