Kieran McMahon : Systems Manager. Western Beverages Ltd. Wholesale Division of Heineken Ireland.

Transcription

1 Kieran McMahon : Systems Manager. Western Beverages Ltd. Wholesale Division of Heineken Ireland. Presented by: ProStrategy Colman Date: June 18 th 2014

2 Agenda Introduction to Heineken and Wholesales Distribution Core Departments & Geographical Spread - Info on the Road & to Dispersed Functions & Locations Cognos BI: Pre-Planning Stages Our Structure & What s important to Us Development & Growth of BI: One Step at a time Todays IT Environment and BI Users Planning V s Outcome: Screenshots (Live Demo?) Business Benefits

3 The Brewing Industry: top 10

4 Heineken / Wholesale Timeline Joint Venture with R.Nash & Company Ltd: Nash Beverages Ltd Business Partner:Prostrategy (Colman) 1999 Acquisition Western Beverages Ltd 2002 Acquisition West Cork Bottling Co Ltd 2010 Full Buy-Out of Nash Beverages Ltd 2011 Amalgamated into one Wholesale Company Western Beverages Ltd.

5 Heineken Ireland Wholesale

6 Western Beverages Ltd - Letterkenny: Sales Manager/ Depot Manager - Galway: Sales Manager / Depot Manager / Cr. Control - Limerick: Depot Manager / Finance / AP & I.T. - Castleisland: Depot Manager - Littleisland(Cork): Sales Manager / Depot Manager - Skibbereen: Central Purchasing. - Heineken Ireland (Cork): M.D. / Sales Director / Distribution Manager / IT Helpdesk.

7 Wholesale (Dispersed & Mobile) Wholesale Division of Heineken Ireland Ltd» Western Beverages Ltd, Nash Beverages, West Cork Bottlers» Sale & Distribution of Beverage & Bar Supplies to On and Off Trade.» Western Half of Rep Of Ireland Sales Division» 3 Area Sales Managers» 20 Sales Reps» 3,000 Trading Customers - Weekly Sales Call / Weekly Delivery Distribution Division» 1 National Distribution Manager / 5 Depot Managers Heineken Ireland» Kegs & Wholesale Beverage & Bar Supplies.» 5 Depots (Letterkenny, Galway, Limerick, Castleisland, LittleIsland)» 36 Trucks» 2,900 Listed Products - Minerals, Beer, Cider, RTD's, Wines, Spirits, Bar Supplies.

8 Pre-Planning: Key BI Drivers Provide Sales, Distribution, Finance, Stock Controllers, C/Purchase and Depot Managers access to relevant and easy to use data Provide Self-Service capability so that users could access the information easily and do own analysis in user-friendly environment. Central Repository & Standardised Reporting Remove dependency on spreadsheets for reporting (not dynamic) Provide On-the-Road Analysis 24/7 Provide Automated Daily Key Performance Indicators (KPI) such as Month-To-Date Sales V s Same Period LY & V s Target Plan Sales Managers & Reps: Proactive rather then re-active. Automate KPI Reports: ed 8.30am

9 Pre-Planning: Step 1 What Do We Do Purchase > Storage > Sale > Distribution of Alcoholic & Non-Alcoholic Beverages and Bar Supplies To On & Off-Licensed Premises

10 Development & Growth of BI Cognos7 - Powerplay. Local Sales Cubes Only Cognos 8 :Explorer. Sales Cubes Only - Kept & Maintained Powerplay Cubes Purchase Ledger Cube Stock Cube Cognos10 :Explorer Distribution Cube 2014 Q2 - Cognos 10 & Server Upgrade 2014 Q3 Nominal Ledger / Finance Cube

11 Today s IT Environment Business Systems» ERP runs on AS400 i-series server : Central Repository» Excel stores budgets & targets.» Cognos used for Pro-Active Business Intelligence and Performance Indicators Management Reporting & Analysis.» (CIMS used for Sales force automation. Sales Orders feed to Repository)» Cognos import data nightly from Central Repository and from Excel and build 4 data cubes: Sales, PL, Dist, Stock.» Powerplay Sales Cubes for each Regional Manager are built nightly and available daily to RSM s to copy directly to their C:\Laptop.

12 Todays BI Users Main User Groups» Sales Managers - 3 Remote Sales Managers» Finance Sales Support & Credit Control - Galway Accounting Functions & IT Limerick, Purchasing -Skibbereen» Depot Managers / Logistics- 5 Remote Depot Managers» Heineken Ireland Senior Wholesale Management (HIL- Cork)» Central Purchasing Division Skibbereen Remote User Groups Sales Managers- On The Road Connectivity Finance Off-Site Connectivity Remote IT Support In House & ProStrategy

13 BI: Screenshots (or Live Demo?) Pre-Planning: You know your own business best! V s Outcome

14 BI Analysis (Pre-Planning) Identify Hierarchies (Company Structures)» Sales Hierarchy: Company/Sales Division/RSM/Rep/Customer» Product Hierarchy: Company/Group/Supplier/Brand/Product» Routing Hierarchy: Depot/Town/Day/Truck/Product» Sales Orders: Entered/Picked/Dispatched/Delivered/Invoiced Identify Scope (Dimensions)» Sales: By Division/By Depot/ By Product Grouping/By Customer Grouping» PL: Product or Package/By Depot/By Supplier/By Order Status» Dist: Order or Uplift/By Order Source/By Route/By Location/ OT/ IF» Stock: By Depot/Packaging/Transaction Type/Reason Code Key Metrics (Measures)» Volume (Cases), V s Targets» Gross Sales Discount Invoice FOC LTA Net Sales» Avg Sell Price Avg Cost Price = Avg Margin Per Case

15 Portal Page Entry Point

16 Sales Cube Dimensions & Measures

17 Product Dimension

18 Time and Scenario dimensions

19 Customer Dimensions

20 Measures

21 Example of screen shots

22 Example of screen shots

23 Example of screen shots

24 Business Benefits Always available information up to close of business the previous day. Up to date Sales & Margin Analysis available by customer, product and supplier. Up to date Stock & Supplier analysis enables Central Purchasing. Automated flow of data from business systems to Cognos means that people are now analysing data rather then collecting data Employees now working with data that is readily available, consistent, and common they spend less time (none!) gathering & reconciling data. Dimensions & Measures enable rapid analysis via Cognos Drilldown Data Analysis across existing network (64K lines) - RDP Server Sales, Distribution & Purchasing functions are independent of IT resources. Reports available at (before) start-of-day. Auto ed to stakeholders Analysis on-the-road via SIM, WiFi or PowerPlay cubes => Nominal Ledgers / Cost Centre Managers & Cost Control

25 Presented by: Date: