Transcript BI on TAP (Total Access Portal)

BI in the Real World
Kirk Townsley/Al Kolb
The Hillman Group, Inc.
Copyright 2007, Information Builders. Slide 1
BI in the Real World
Agenda
 Setting the Stage – Business Intelligence
 The Hillman Group – what we do, our customers, our history, and
our challenges
 Technology Background – the old user experience vs the new user
experience
 The Foundation – our technology toolbox
 Portal & Collaboration – Overview of portal and collaboration tools
to the users
 Demonstration
 Business Intelligence–putting information in the hands of the users
 Application Development vs. End User Reporting
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BI in the Real World
Setting the Stage
 Definition of Business Intelligence:
 “Making business decisions based upon data”
 Mission of Business Intelligence:
 “Publish the Right Data”
 “Publish” means to most effectively serve the needs of the

readers (who must make the decisions)
“Right Data” means the most carefully selected and
qualified data supporting current relevant business content
 Source: Ralph Kimball
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BI in the Real World
The Hillman Group
The Hillman Group
10590 Hamilton Avenue
Cincinnati, Ohio 45231-0012, USA
www.hillmangroup.com
Copyright 2007, Information Builders. Slide 4
BI in the Real World
What we Do
 The Hillman Group is a leading supplier of small, inexpensive,
durable hardware items and a manufacturer and distributor of
key duplication and engraving systems. The Company’s
principle product lines are fasteners, keys, letters, numbers and
signs (LNS), and engraving products and systems.
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BI in the Real World
Our Customers
 Our products are sold primarily into traditional hardware stores,
home centers, lumber yards, mass merchants, grocery and drug
chains and retail pet stores in North America, Canada and
Mexico.
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BI in the Real World
Focus on the Customer

Hillman’s strong market position is a result of its strong focus on service excellence, its
market knowledge, and strong support and fulfillment capabilities

12 distribution centers across the US, Canada & Mexico
 Albany, New York
 Bakersfield, California
 Dallas, Texas
 Hamilton, Ohio (HQ/Packaging & DC)
 Jacksonville, Florida
 La Crosse, Wisconsin
 Nashville, Tennessee
 Portland, Oregon
 Tempe, Arizona
 Toronto, Canada
 Monterrey, Mexico

Over 1,800 employees
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Technology Background
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BI in the Real World
The User Experience (Circa 2004)
Finance
Field Service
Portal
CCS
HR Portal
User
E-Mail
JDE
Lvl1 Sales Portal
Data Warehouse
Spreadsheets
•
•
•
•
•
•
PkMS
Disconnected and disparate sets of information
Redundant and duplicate data
Redundant development efforts
Redundant support requirements
Complex and inefficient communication between systems
Multiple versions of the truth
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BI in the Real World
The New User Experience
… a consistent, intuitive user interface …
CCS
JDE
WMS
Enterprise One
(ERP)
Finance
User
Collaboration
Enterprise
Portal
HR and Benefits
Data Warehouse
Sales/Service Force Automation
Business Intelligence




Reduce redundancy, inaccuracy and duplication of information
Facilitate collaboration with internal and external partners
Role-based security access to required information, applications and services
Provide consolidated, user-driven reporting
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BI in the Real World
The Foundation
Portal IBM
Application and Portal Server
Collaboration IBM
BI Technology Information Builders Inc.,
Geographic Mapping
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BI in the Real World
Portal and BI Infrastructure
ERP
Alpha Server
Bravo Server
AS/400
AS/400
·
·
·
CCS Custom App
Warehouse Systems
WebFOCUS
Sub Server
W2K
Tempe LPAR
Cincinnati LPAR
·
·
·
·
Domino LPAR
JDE World
Data Warehouse
Customer Svc App
WebFOCUS
Sub Server
Linux
WFOCUS-01
Hub Server
·
·
·
ORACLE E1 ERP
Linux
WFOCUS-02
Hub Server
Linux
WPS-01
WebSphere Server
WebFOCUS Portlets
Domino Email Server
Help Desk Application
Domino DB’s
W2K
WFOCUS
NotesSQL/
SQL Server
Linux
WPS-02
WebSphere Server
WebFOCUS Portets
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Portal and Collaboration
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BI in the Real World
High
Portal and Collaboration
Build the infrastructure
• Establish standards & naming conventions
• Establish security framework (domains & groups)
6
Business Value
5
4
Finance - BI
3
Web Conferencing
Learning Mgmt
2
Alerts
Instant Messaging People Finder
 First BI deliverable
• Introduce new concepts
 First generation portal  Self-directed learning
 Collaboration tools
1
Low
Virtual Workspaces
0
0
Hard
1
2
3
Ease of Implementation
4
5
Easy
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BI in the Real World
Portal and Collaboration Deliverables
Websphere Portal
Security
Pages and Portlets
User can only see portlets and
pages visible to the assigned
role
WebFOCUS Managed
Reporting
User can only see reports
visible to the Domain and
Group
Executive Dashboard
Operations Dashboard
Financial Dashboard
Store Direct Portal
Field Service Portal
Marketing Portal
My Reports
Independent roles, repositories
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BI in the Real World
Portal and Collaboration Deliverables

IBM WebSphere Portal
 Second generation of Portal
 Single Sign-on

Lotus Collaboration Suite
- E-mail
•
E-calendar
Instant Messaging
Web Conferencing
Virtual Workplaces
Access to all existing business systems through the portal
•
 Sales & service force has hillmangroup.com e-mail accounts
 Future enhancement – cell phone access (BlackBerry)
CCS, JDE, E1, Data Warehouse, old Portal, MS Word & Excel, CITRIX-based apps
Learning Management
- User Guides for Portal, Instant Messaging, Virtual Workplace, E-mail & Calendar
- Link to 3rd party on-line training courses
- User Guides (video & audio) for Sales & Service PDAs
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Business Intelligence (BI)
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BI in the Real World
High
Business Intelligence
6
5

Remove IT as a bottleneck by placing the
right tools in the hands of the users

Reduce the time between business issue
identification and issue resolution

Provide BI applications for each department
Business Value
Mar ket ing - BI
4
Operations - BI
Sales - BI
Finance - BI
Marketing - IA
3
Sales - IA
2
1
HR - IA
Low
IT - BI
0
0
Hard
Hard
1
2
3
Ease of Implementation
Ease of Implementation
4
5
Easy
Easy
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BI in the Real World
High
Self Service and Process Integration
6




GIS-enhanced Reporting
User-maintained Content
Business Value
5
4
Operations - BI
Sales - BI
Sales - CM
Additional Self-Service Apps
Workflow-enabled Business
Processes
Marketing - CM
Operations - PI
3
Operations - IA
Operations - CM
2
Finance - CM
HR - CM
1
IT - IA
HR - IA
HR - PI
IT - CM
Finance - PI
IT - BI
0
Low
0
Hard
1
2
3
Ease of Implementation
4
5
Easy
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BI in the Real World
 Live Demonstration
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BI in the Real World
Geographical Analytics
The integration of the ESRI Geographic Information Systems product with WebFOCUS will present
real-time sales and distribution performance with a spatial component. We will use this for:
 Rep Assignments
 Using the home addresses of our remote sales and service reps, overlaid with customer





locations, we will be able to analyze sales region and territory alignments geographically.
Route Optimization
 Using straight line distance calculations and other services from ESRI, we will optimize the reps
daily route and provide driving directions.
Territory Optimization
 Combine the mapping of customer locations with route optimization to identify coverage gaps.
This will enable Hillman to proactively address these gaps, possibly adding reps or realigning
territories as necessary.
Customer Analysis
 Provide a macro-geographical view of our sales and service regions with drill-down capability
into real-time customer level detail.
Product Penetration
 We will be able to expose product sales patterns geographically; allowing our account
managers to work closely with our customers to maximize our sales potential.
Distribution Optimization
 Map DC locations and shipping destinations with carrier rate tables to identify inefficiencies for
corrective action and subsequent cost savings
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BI in the Real World
Geographical Analytics – Sales Regions
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BI in the Real World
Geographical Analytics – Sales Territories by Region
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BI in the Real World
BI Deliverables
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BI in the Real World
Geographical Analytics – Rep to Customer Assignments
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BI in the Real World
Geographical Analytics – DC and Customer Density
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BI in the Real World
Geographical Analytics – Sales Volumes
Larger Bubbles indicate higher volume stores
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BI in the Real World
Question and Answer
Thank You!
Copyright 2007, Information Builders. Slide 28