Implementing Effective and Pervasive BI Dashboards at Schwan's Home Service

Transcription

1 Implementing Effective and Pervasive BI Dashboards at Schwan's Home Service Karthik Palanisamy Senior Dir, EDS Schwan Food Company Dave Barkus Mgr, Solution Delivery BI & Portals Schwan Food Company Shawn Duffy Mgr, Specialized Services Hitachi Consulting

2 Agenda Agenda About Schwan s Business Need Resolution Dashboard Demonstration Best Practices Avoid the One-Size-Fits-All Dashboard Requirements drive Architecture Less is More Questions & Answers 2

3 About Schwan s Schwan s Shared Services, LLC Based in Marshall, Minnesota Subsidiary of The Schwan Food Company Support manufacturing, sales, and distribution of frozen foods Affiliates include: Schwan s Home Service, Inc. Sells frozen food through home delivery services Schwan s Food Service, Inc. Sells frozen food to schools, universities, restaurants & c-stores Schwan s Consumer Brands North America, Inc. Sells frozen food products to retail/grocery stores Schwan s Global Supply Chain, Inc. Manages the manufacturing facilities in the United States 3

4 About Schwan s Began implementations in 1994 with MM/PP and FI/CO BW installed 2000 and Business Objects in 2010 Rollout of additional SAP functionality continues today Current BW Version is 7.01, Business Objects is XI3.1 SP3 + FP3.3 Active Systems and Modules BI, BWA, BOBJ, BP, CO, CRM, DWM, FI, GRC Access Control, HR, MM, PLM, PM, Portals, PP, PS, QM, SD, SEM, SRM, XI, WM 4

5 About Schwan s Our Brands 5

6 Business Need What was the purpose for the dashboards? Increase visibility into Sales Process Increase efficiency of Sales Process Increase revenue from Sales Process Visibility, Efficiency, and Revenue! 6

7 Resolution Sales Dashboards Demonstration 7

8 Resolution Sales Dashboards Demonstration 8

9 Avoid the One-Size-Fits-All Dashboard! Step 1: Identify Target Groups/Users Based upon data needs and usage Not necessarily departmentally oriented Step 2: Identify KPI s and Metrics Aiming at your target group is crucial to success How do you measure & incentivize your business? Use MDM and Data Governance to define metrics Step 3: Prioritize Top 5-7 KPI s Limit list to top 5-7 key drivers Avoid the One-Size-Fits-All Dashboard Step 4: User Experience Best Practices Identify best components for job Avoid over use of color, alerting, and highlighting Delivery and Connection Styles (PC, Laptop, Tablet, Smartphone, etc.) A dashboard is a visual display of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen so the information can be monitored at a glance. - Stephen Few 9

10 Requirements Drive Architecture Data Requirements for targeted group/user Real-Time is not always Right-Time Granularity and drill-down navigation can be tricky Solution Requirements Single version of the truth is still REQUIRED Data Warehouse with MDM/Data Governance/COE Performance and Accuracy are paramount for adoption Styles of Computing Push all processing left to leverage servers Delivery and Connection Styles (PC, Laptop, Tablet, Smartphone, etc.) Tool selection based upon navigation and data volume 10

11 Less is More Drill Down Reports add supporting details Use sparingly to diffuse requests for one-size-fits-all dashboard/solution Pop-up s and Hover-Over s add value without cluttering screen real estate Simple is always better, so when in doubt leave it out 11

12 Questions 12