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Estrix Case Study:Estrix Case Study:

QlikView BI atQlikView BI at

Fletchers BakeriesFletchers Bakeries

Paul DevlinFinance Director

Fletchers Bakeries


Agenda

A case study of the QlikView implementation at Fletchers Bakeries:

Introduction to Fletchers Bakeries

Our Challenge

The Solution

The Results

Our Conclusions

Questions?



Four business units throughout the UK, with headquarters in Sheffield:

Fletchers Bakeries LBD

(Sheffield) (Barnsley)

Kara Foodservice Grain D’Or

(Manchester) (London)

Established in 1895

Turnover of £90m and approx. 1,000 staff

Currently owned by Vision Capital

Operate in the retail and foodservice markets supplying fresh & frozen bakery products, e.g. breads, pastries, doughnuts & scones

Blue chip customers include Tesco, Sainsbury’s & Marks & Spencer



Lawson M3 Solution:

Flagship Lawson customer for Quickstep

Lawson M3 version 7.1 with Smart Client interface

Moved from concept to implementation in 7 months

Went Live with M3 in 2008

Project Management supplied by Estrix (UK) Ltd

Management Information Solution:

Agreed to pilot Lawson Business Intelligence (LBI) Quickstep solution using Business Performance Warehouse (BPW)

Made use of predefined industry specific reporting in conjunction with the Quickstep solution

Post implementation it became clear to us that the BPW/LBI solution was not the right product for Fletchers’ MI requirements


Our Challenge

Overall management information was weak

Three key areas were identified as a start point:

– Sales Reporting

– Purchase Price Variance Reporting

– Material Variance Reporting

Short term objectives:

– Provision of a quick low-cost alternative to LBI

– Solution to the reporting shortfalls in the three key areas

Medium term objectives:

– Replacement of BPW by reporting directly against M3 database

– Replacement of LBI through provision of flexible user-friendly interface

– Provision of a scaleable stable application


The Solution

Estrix demonstrated the overall QlikView solution

Engaged using a “Seeing Is Believing” (SiB) approach:

– 1 - 2 days no-cost workshop to complete the following:

Understand Fletchers’ requirements

Define the scope

Design a solution

– Proposal provided by Estrix with clear objectives & success criteria

In principle agreement to proceed subject to the results of the SiB meeting our objectives & success criteria

– 1 - 2 days no-cost development of QlikView solution to deliver:

Example applications against Live Fletchers database

Security Framework designed

Distribution Framework designed

QlikView applications demonstrated to us

– All objectives & success criteria were met


The Solution

Signed up to full QlikView implementation:

– 15 days consultancy to include:

Installation & configuration of QlikView server & clients

Development of QlikView applications directly against our M3 database

Implementation of Security Framework & user accounts

Provision of training material & documentation

End user training sessions

Project management

– £16,500 licence fees:

1 x Small Business Server licence

11 x Named User CALs

20 x Document CALs

Solution delivered by Estrix on time and 20% under budget

– Used only 12 days of the budget

– Allowed us to add more reports without extending the budget

BPW/LBI decommissioned 8 weeks later


The Results – Welcome tab

Customised welcome screen

Application report areas are separated into tabs


The Results – How to use tab

The basics for making and erasing selections are explained to the user on a “How to use” tab

Selecting Aug 2008 has a dynamic impact on other selection options


The Results – Dashboard tab

Some high level dashboard data with Year on Year comparisons

Other charts are minimised when not in use


The Results – Gauges

Gauges show Current week vs Prior week +/-%

– Data changes dynamically when Selections are made


The Results – Period Selection

Periods are placed at the top of each tab for easy selection

– Any kind of period can be accommodated and selected at will by the user, down to week number and day

– The charts mirror the selections made


The Results – Corporate sales tab

Trend monitoring is vital to understanding the direction of our business

– QlikView now gives us visibility of multiple metrics at the same time


The Results – Corporate sales tab

Pivot tables give us the extra detail we sometimes require

– Drilling down helps us find the source of unusual variances


The Results – Items tab

Scatter charts let us quickly identify problem items or item groups



Current:Lower Sales / Higher MarginAim:Increase Sales


– Using a quadrant analysis we can now target improved sales and/or margin as appropriate



Current:Lower Sales / Lower MarginAim:Increase Sales and/or Margin





Current:Higher Sales / Lower MarginAim:Increase Margin





Current:Higher Sales / Higher MarginAim:Maintain Sales & Margin




The Results – Price Variances tab

Price Variance analysis is critical info in times of volatile commodities

– Drill down from Product Groups to individual SKUs

– Not available in M3 and is very cumbersome in LBI

– Now readily available to us in QlikView


The Results – Materials Variances tab

Materials Variance focuses operational management on problem areas

– Avoids “number blindness” typical of variance reports

– Drill down from Product Groups to individual SKUs

– Not readily available from M3


Our Conclusions

We are very satisfied with the results

QlikView has given us a solution that:

– Is simple to operate

– Has a flexible user interface

– Permits On-Demand user selections

– Provides extensive drill-down and analysis capabilities

– Allows us to identify business improvement areas quickly & easily

Estrix provided:

– Expertise in the solution

– A clear understanding of our requirements

– The ability to translate that understanding into a technical solution

– A coherent and solid approach towards implementation

– A clear & concise understanding of the costs and resource requirements

Questions?

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Documents

solution estrix

solution proposal

bpwlbi solution

overall qlikview solution

fletchers requirements

fletchers mi requirements

qlikview implementation

qlikview applications