BI Roadmap

BI Roadmap May 6, 2010

Who are we? WinWholesale is a leading supplier of domestic and industrial supplies and materials Headquartered in Dayton, Ohio. Privately-held, consisting of more than 520 wholesaling corporations, each specializing in Plumbing Heating, Ventilation, Air Conditioning, (HVAC) & Refrigeration Industrial pipes, valves and fittings Fastening hardware and industrial supplies Electrical equipment Pumps

What is our environment? Internally developed iSeries based ERP and POS Internally developed mainframe based financial system Wintel / Java based intra- and inter-net web applications Wintel based data warehouse SQL Server backend Cognos and Microsoft Data Access

What was our need? Top down history Historically, our BI target was executive staff Challenge Drive grass roots behavior change Bottom up future Information delivered to local company  Actionable / Insightful  Historical and forward looking  Internal and external

Obstacles What were they? Data warehouse was only receiving monthly feeds Desired behavior changes required more than financial data  Needed pricing, customer interaction, and purchasing. Named-user licensing scheme was too expensive to deploy for all How did we deal with them? Created a nightly invoice detail feed to our data warehouse Evaluated open source BI tools and Microsoft BI suite Settled on the MS BI suite

What we did Built a simple set of prompted web reports Sales and financial data provided compelling value Heavy on the graphical representation Included reporting usage of the tool Worked with our operations leadership team Developed a playbook to define how to get maximum value Then we built the plays into our reports Providing Webex training to the potential local company users Worked closely with a variety local company leaders Fine tuned the usability of the reports

What are the results? COO identified $2M worth of margin improvement in the first 3 months of release Usage has grown 200% since January 2010 Tool has quickly become critical to managing our local company operations

Where are we going? Graphical dashboards for our local companies Rolled up dashboard for operations hierarchy Drill through to details for both Monthly and Annual Projections Include external market data

Questions?

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BI Roadmap

by Jodie Heflin on May 11, 2010

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BI Roadmap — Presentation Transcript