Use Case for Manufacturing Purchase Order Analysis

Transcription

1 Use Case for Manufacturing Purchase Order Analysis

2 Use Case for Manufacturing Client Profile v $500m+ in revenue v Manufacturer of government and commercial transportation goods v Multiple manufacturing plants v Hundreds of external suppliers (vendors) v Hundreds of employees; 20+ Buyers

3 Use Case for Manufacturing Driven by Purchase Orders In the manufacturing vertical, the Purchase Order is King. In response to Purchase Orders: v v v Operations coordinates supply from in-house manufacturing, purchasing from Vendors and inventory control. The Plants schedule their workload and output. Customer Service manages expectations and negotiates the differences.

4 Manufacturing PO Analysis Excel is the Unfortunate Standard Purchase Order analysis takes time. It requires historical data, and it requires many calculations... In a recent RDC client example, a large manufacturer performed all of its Purchase order analysis in Excel. An assessment of a single workbook found: v v v v v Two data imports 15 calculated fields, many requiring manual intervention A manually maintained history table to support trending Two manually maintained lookup tables. 18 Pivot Tables to produce the measures

5 Manufacturing PO Analysis Excel is the Unfortunate Standard Purchase Order Measures: Ø Unconfirmed POs Ø High Risk POs Ø Late POs Ø PO Avg Age Ø PO Max Age Ø PO Avg Turn Time Ø More...

6 Manufacturing PO Analysis Excel is the Unfortunate Standard Pivot Tables Galore: * Pivot Values (measure results) referenced into another tab... * User copies-andpastes the weekly values into a history table each week.

7 Manufacturing PO Analysis Excel is the Unfortunate Standard Producing the Purchase Order Analysis Workbook was a seven step process that took 1 to 1.5 hours a week to produce. Many problems were evident: v Only one key analyst was proficient at creating the report. v Multiple copy-paste actions and run-time formula maintenance was prone to error. v The Report was only run once a week because it was a manual process. v The measures, or Key Performance Indicators (KPIs) produced in the report were trapped there... bound to Excel and not available to anyone else.

8 Manufacturing PO Analysis Excel is the Unfortunate Standard Does this situation sound familiar? Purchase Order Measures: Ø Unconfirmed POs Ø High Risk POs Ø Late POs Ø PO Avg Age Ø PO Max Age Ø PO Avg Turn Time Ø More...

9 Let s Build a Dashboard Application! Great, but There is a Problem... It s Costly and Time Consuming! q Heavy requirements definition q Data mart has to be designed and loaded q Custom development; built from scratch q Skill has to be learned or purchased

10 Use Case for Manufacturing The Typical Solution Commission a project between the Business Units (Manufacturing, Customer Service and Operations) and IT. Custom development of a portal involves: v Allocation of several internal resources v Requirements gathering across THREE business units! v Building ETL routines to rollup the data for the measures v Building a portal framework for the Users v Composing Charts and drills v Building export routines so the uses could get in touch with the data when needed v Quality Assurance, rework and more!!

11 Use Case for Healthcare The Typical Solution How much would a project like this cost in your organization? How long would it take to get a project like this funded, built and implemented?

12 Configure, Don t Build Your BI Application

13 The Alternative... Configure, Don t Build!! QuikMetrix is a truly configurable portal accelerator (or template) that delivers a fully functional business intelligence application for display, charting and drilling of metrics/measures/key performance indicators (KPI s) in a matter of weeks without requiring application development or a data warehouse... and without breaking the bank.

14 The New Equation for Success Fast Time-to-Value + Low Price = Low Risk & High ROI And QM s repeatable solution keeps delivering ROI!!

15 Use Case for Manufacturing QuikMetrix Is a Game Changer Transform complex Excel workbooks into a QuikMetrix web application... ü No Application Development ü No Data warehouse or Data Mart Development ü Repeatable Solution

16 Use Case for Manufacturing QuikMetrix Applied

17 Use Case for Manufacturing QuikMetrix Applied v Logic for initial measures easily harvested from Excel: PO Count, Avg PO Age, Max PO Age, Pct of POs in each of 3 categories, more...) v 5 years of historical data pulled from SAP to create and preserve the measures history. v Nightly updates; new numbers automatically each day!! v QM s persistent measures are stored in a SQL DB to be consumed by any query/reporting tool. v Manual workload eliminated. v Using the QuikMetrix template, Users may deploy new dashboards and create new measures at will.

18 Use Case for Manufacturing QuikMetrix Applied

19 QuikMetrix Packed with Features Pre-built, metadata-driven BI application means no development 2. Auto-aggregation for each measure means no need build a data mart 3. Reusable template & methodology for deploying InfoApps & measure... Buy once, use over and over again! 4. Built-in single-click data export to PDF and Excel; Built-in drill-to-detail. 5. Link a custom report for each measure 6. UI control allows independent manipulation of each measure 7. Memory for user settings 8. Available modules for Budget to Actual, Goals & Thresholds and Forecasting for predictive measures 9. Each QM InfoApp is fully expandable using WebFOCUS tools

20 Solution Value Points

21 Key Solution Points 1. Fast Implementation Time Ø Delivered in 4-to-5-week time-box Ø Up to 40 measures across 1-2 InfoApps Ø QuikMetrix is a BA exercise, not a development project Ø Pull data from backend systems, data warehouse and even existing Excel workbooks 2. Affordable Ø Priced to avoid the It costs too much to build objection Ø Inexpensive add-ons for Budget-to-Actuals, Thresholds, and time-series forecasting Ø On-Premises and In-Cloud deployment models available

22 Key Solution Points 3. Fast Time-to-Value Ø Quickly delivers process automation, reduces latency of information and improves accuracy for any type of performance reporting Ø Enable ALL decision makers, not just SOME decision makers Ø QuikMetrix is a Game Changer! 4. Reusable Methodology & Template Ø Client acquires technology AND methodology Ø Once the framework is in place, easily add new InfoApps & measures Ø End-users can create persistent measures == > Enormous value point!! Ø High ROI = QM pays for itself quickly; and the more you use it, the higher the ROI

23 Key Solution Points 5. Collaborative Community of Application Users: Ø Client enters into a network of users to share and grow the QM app Ø QM becomes richer in features & capabilities with each new install Ø Clients can submit new feature requests via Ø Each new version of QM is offered to the QM network of Users for download (light annual registration fee required)

24 Question & Answer Roger Panfil (M) (O)