smartsuite webinar: turning data into actionable information

Relational Solutions

Smart Suite

Turning Data into Actionable Information

Janet Dorenkott, Presenter440-899-3296 [email protected]

Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

Hosted by Karen [email protected]

440-899-3296 x232

mailto:[email protected]

Agenda

Background

Harmonizing POS Data

Smart Suite Foundation

Better Assortment

Pinpoint OOS & POOS

Improve Post Event Analysis


“Top 10

Companies

on the

Move”

BlueSky Integration

Studio

“Best at integrating POS

with Internal data”

Fastest Growing

Businesses

Oracle Developer of the Year

Data Warehouse & BI Consulting

1996 - 98 1999 - 01 2002 – 04 2005 - 06 2007 - 08 2009 - 10 2011 – 122013-2014

“Data Warehouse

of the Year!”

BlueSky “Coolest New

Technologies”

DataStageETL Best ImplementorsAward

Company Background

Informatica’sPartner of the

Year

Partnering to support DSMi

NEO Software Assn. “Best Software”


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• G a t h e r i n g

• C l e a n i n g

• I n t e g r a t i n g

• J u s t i f y i n g

Why All The Harmonization Issues?


Big Data, Omni-Channel

& New Data Sources

End User

Requests Change

Data Frequency is

Inconsistent

Data Formats Vary

From Source to Source

You Are at the Mercy of

Retailer Decisions

Constantly Changing

Conditions

POS is Not Always Available

& May Cost Money

Everyone Wants to See

Data Differently

Different Sources?

Different Reliability

Every Retailer Provides

Different Data Elements

Lack of Integration &

Manageability

Databases Integration/ETLBusiness

Intelligence

• SQL Server

• Netezza

• DB2

• Teradata

• Sybase

• Oracle

• Informix

• RedShift

• Azure

• Hadoop

• BIS - BlueSky

Integration Studio

• DataStage

• Informatica

• SSIS/DTS

• BlueSky

• Cognos

• Business Objects

• MicroStrategy

• Brio

• OBIEE

• Analysis Services

• SPSS

(Predictive Analytics)

Understand Where Things Fit


BlueSky Integration Studio (BIS) Data Integration, Cleansing & Harmonization POS Integrator with Pre-built retailer mappings

Customizable business rules POS Cleansing and validation routines

Integration objects for Oracle, SQL Server, DB2, Excel, ODBC,

OLEDB, Teradata, Neteeza, SAP, SAP Hana, RL, txt, FTP, Access,

Nielsen, IRI, DSiM, Amazon RedShift, NPD, etc.

Flexible Data model – Design/Retail Calendars/Report

Matrix

“POSmart” BlueSky Analytics, Viewer, XL Builder Control Center

“TradeSmart” BlueSky Analytics, Viewer, XL Builder PromoPro



Streamlined Data Cleansing and Harmonization


• Easy Access to Information & Insights

• Improved Productivity

Streamline DataGathering

Wal-Mart/Shiloh

EDI /AS2/Retail Link

Promo/Forecasts

Kroger/Publix

Nielsen/Spectra/RSI

Shipping

Sam’s/Costco

Walgreens

IRI/Mkt6/NPD

EDI, AS2

Social/WebMD

Wholesaler/Dist

Convenience

Productive Meetings

Consistent & Manageable Integration


Scan Data

Syndicated

Validate, Stage, Cross-Reference

Category Mgmt.Forecast

OptimizationMarket Analysis

Supply Chain Opt.DC Planning

ERP Orders & Shipments

Master Data

Nielsen/TDLinx/IRI

Item Master / Customer Master

Item

Time

Promos

IRIItems

NielsenItems

Integrate, Map, HarmonizeCleanse, Apply Rules

DataHarmonizationPOS, Inventory,

Master Data

Enterprise Demand Managent

ApplyAlgorithms

&Metrics

Standard Reports

Category Mgmt.

Internal Reporting

Predictive Analytics

Trade Promotion

VMI / Brokers

ForecastingDemand Planning

Feed Other Systems

Account Team Reporting

Source Data Integrate & Cleanse Enterprise DSR Analytics & Internal System Integration

Retailer SpecificSandboxes


Automated

Harmonization

& Integration

Dashboards&

Analysis

Plan

Improvement

Trade• Shipments• Products• Plans• Syndicated

BluSky &

PromoPro• Planning Data

• Shipments

• Consumption

• IRI

• AC

Nielsen

• POS

• Master Data

• Forecast Data

• COGS

• Other

Source Data

Complex

Source Data

TradeSmart Foundation

Integration

Engine

TradeSmart


What is TradeSmart?

TradeSmart leverages the Smart Solution Architecture with the automation, integration and harmonization of various trade components

Promotion Automation and Analytics solution.

The intersection of plans, shipments and consumption as it relates to trade promotions

The ability to accurately analyze the outcomes of trade promotions and compare to planning expectations across all retail segments

The ability to understand whether or not promotions were properly executed and the

amount of 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.

TPI – Trade Promotion Intelligence



BlueSky Integration Studio

BlueSky Suite


AnalyticsFor The Power User & Data Scientists

ViewerFor The Explorer

DashboardExecutives & Other Users

Mobilei Pad’s / Androids

BlueSky XL BuilderEasily create queries with Bluesky Worlds

Combine data from disparate sources

Automatically creates Pivot Tables

Have multiple queries in a single Workbook

Use Excel formulas and formatting

One-click refresh with security

60 minute training


Rule-based system. Allows for a streamlined process where ROI calculation is consistent and accurate

Process driven capabilities allowing visibility to non-compliant events

Insight into planned spending & retail execution by event or product & it’s visible up the hierarchy

Uses cost information to understand your true margins and contribution

Provides visibility to historical pricing to protect against margin erosion

Shows “sell-through” and gives supply chain visibility by incorporating shipments

Improved JBPS. Joint Business Planning Sessions

Benefits of TradeSmart?


Improve JBPS with Retailers!


Revenue is not the whole picture

Revenue – COGS – Trade Spend = ROI

Dollars

What are your initial margins? How far

can you afford to discount?

Did having too much cause margin

erosion in non promoted weeks?

(subsidize regular sales unnecessarily)

BlueSky Report for JBPS

Winner for

Retailer but

not Supplier

Winner for

Supplier but

not Retailer


Post Event Report- Understand if cannibalization is happening across Brands.

- How does price impact volume?

Buns are

cannibalized

when Biscuits

are promoted.


PromoPro – Fine Tuning Promotions

• Group Promo PG’s into Events• Create event at Retail

• Realign Promo PG’s dates and Events• To align with sales

• Override base and incremental by Event

• Override base/incremental values when needed

• Allocate Spend to Units

• In order to not double count units sold, spend must

assigned to units


PromoPro Essential workflow interface to

allow fine tuning of promotion

alignment with shipments,

plans and consumption.


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smartsuite webinar: turning data into actionable information

Data & Analytics