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Microsoft Server Product Portfolio
                                             Customer Solution Case Study




                                             Toy Maker Gains Better Decision Making, for
                                             a Lower TCO, with a Microsoft BI Solution




Overview                                     “In Microsoft, we saw a solution that met all our
Country or Region: United States
Industry: Manufacturing—Consumer             requirements, that was a better fit with our current
goods
                                             investments and skill sets, and that would deliver a
Customer Profile                             lower total cost of ownership.”
Radio Flyer, based in Chicago, Illinois,
                                                                                   Tom Cesario, Director of IT, Radio Flyer
was founded in 1917 and is the maker of
the famous “little red wagon” as well as     Radio Flyer, one of the oldest and most prestigious names
contemporary wagons, tricycles, scooters,
and other superior-quality toys.
                                             in children’s toys, didn’t want to play around when it came
                                             to applying business intelligence (BI) to understanding
Business Situation
The company’s aging AS/400 business
                                             current and future sales trends. So it rejected Oracle and SAP
intelligence system was failing to deliver   Business Objects solutions in favor of a Microsoft® solution that
timely, detailed reports and was costing
too much in IT time and maintenance.
                                             enables better decision making, requires less IT staff time for
                                             reporting, and has a lower total cost of ownership (TCO) than
Solution
The company adopted a custom solution
                                             other options.
based on Microsoft® Business Intelli-
gence that provides an end-to-end
solution from the data warehouse to the
user interface, which features dashboards
and scorecards.

Benefits
• Providing clear insight for better
  decision making
• Speeding information access with less
  IT involvement
• Reducing total cost of ownership
• Boosting current and future
  productivity
“Dashboards and score-                   Situation                                       solution. It wanted a single data warehouse
                                         Radio Flyer, maker of the famous “little red    that would centralize the information kept
cards give us insight on a               wagon” as well as more contemporary             in separate parts of the ERP and supply
                                         wagons, scooters, tricycles, spring-horses,     chain systems. It wanted an end-to-end
real-time basis.”                        and other ride-on toys, is more than 92         solution that would extend from the aggre-
     Robert Pasin, President and Chief   years old. Its business intelligence (BI)       gation of data to the analysis and presenta-
        Executive Officer, Radio Flyer   system wasn’t that old, but it was based on     tion of data to business users. It wanted a
                                         an aging AS/400-based enterprise resource       solution that would provide dashboards
                                         planning (ERP) system.                          and scorecards for at-a-glance views of
                                                                                         data, standard reports for more in-depth
                                         The 15-year-old software produced               information, and ad hoc reporting for
                                         business reports, the majority of which         advanced analysis of data.
                                         were printed and distributed manually,
                                         so users couldn’t readily interact with the     To meet those needs, Radio Flyer
                                         data. Electronic reports contained static       considered solutions from Oracle, SAP
                                         data—that is, data that couldn’t be manip-      BusinessObjects, and Microsoft. Each
                                         ulated to conduct “what-if” and other types     vendor conducted demonstrations of its
                                         of analyses.                                    business intelligence capabilities. And
                                                                                         Radio Flyer chose a Microsoft® Business
                                         Nor were the reports easy to read; they         Intelligence solution.
                                         were black-and-white text without commas
                                         to separate numbers in the thousands,           Radio Flyer turned to Project Leadership
                                         millions, and so on. Because no filtering       Associates, a Microsoft Gold Certified
                                         options were available, many of the reports     Partner, to create its solution. “We liked
                                         consumed 50 or more pages, which at             how quickly their team learned our
                                         times made it difficult for users to find the   business and was able to tailor the business
                                         exact information they needed quickly.          intelligence solution to our specific require-
                                                                                         ments,” says Cesario. “They managed the
                                         Report creation was also a problem for the      project with great flexibility throughout to
                                         IT department that had to produce reports.      ensure we were successful.”
                                         It could take an IT programmer weeks of
                                         working with business users to create new       The Microsoft BI solution expands on Radio
                                         reports, and then hours or days to imple-       Flyer’s existing sources of information—its
                                         ment changes or updates to those reports.       AS/400, as well as disparate supply chain
                                         One of the department’s staff was dedi-         systems. Data from those sources goes
                                         cated to creating and updating reports, and     through a process of extraction, transfor-
                                         because the reports were based on the           mation, and loading into a staging data-
                                         legacy AS/400 system, only that staffer had     base and then into the data warehouse. The
                                         the skills to do the work.                      databases are based on Microsoft SQL
                                                                                         Server® 2008 data management software,
                                         Tom Cesario, Director of IT for Radio Flyer,    and the processing is handled by SQL
                                         and his colleagues knew that they needed a      Server 2008 Integration Services.
                                         better approach to business intelligence.
                                                                                         Data is then moved into one of two con-
                                         Solution                                        solidated data marts, one for sales data and
                                         First, Radio Flyer developed a set of           one for supply chain data. SQL Server 2008
                                         requirements for its business intelligence      Analysis Services produces data cubes that
“Our executive team                      are used in three ways: to produce about          they can view the top-selling models by
                                         30 standardized reports with SQL Server           customer, based on gross sales or sales
looks at this information                2008 Reporting Services; to fuel Microsoft        margin. Similarly, the New Product
                                         Office PerformancePoint® Server 2007–             Development team can use new insights
first thing in the morning               based dashboards and scorecards that              into the performance of recently released
and whenever we need                     contain key performance indicators; and to        toys to plan product strategy.
                                         enable direct querying and detailed
to. It’s allowed us to                   analysis of the cubes with Microsoft Office       The solution enables the executive
                                         Excel® 2007.                                      management team and vice president of
react more quickly to                                                                      sales to see not only how the company is
changing business                        Both the cubes and the data warehouse             currently selling to its biggest customers,
                                         contain six years of historical data, in addi-    but also how those sales are forecast for
conditions.”                             tion to the continuously loaded new data.         the rest of the year, producing a highly
                                         The data is refreshed automatically, provid-      accurate picture of how each product line
     Robert Pasin, President and Chief
        Executive Officer, Radio Flyer   ing new customer and product information          could finish the year. The reports that
                                         as soon as it is available to the system, so it   provide that information are complex to
                                         can be used immediately in analysis.              build because they require the BI system to
                                                                                           put actual sales and forecast sales on the
                                         Business users access the business intelli-       same budget line. Management can also
                                         gence tools through an intranet site built        see overall data for customer satisfaction
                                         on Windows® SharePoint® Services tech-            and profitability.
                                         nology in the Windows Server® 2008
                                         operating system. The dashboards and              “Dashboards and scorecards give us insight
                                         scorecards are updated automatically with         on a real-time basis,” says Robert Pasin,
                                         the most recent data and are role based so        President and Chief Executive Officer, Radio
                                         that, for example, senior managers see            Flyer. “Our executive team looks at this
                                         broader measurements than line managers           information first thing in the morning and
                                         do. The solution also includes a series of        whenever we need to. It’s allowed us to
                                         SQL Server 2008 Reporting Services sub-           react more quickly to changing business
                                         scriptions that deliver reports to users’         conditions.”
                                         e-mail inboxes on a regular basis.
                                                                                           Business analysts and other business users,
                                         Benefits                                          in contrast, see information related to the
                                         “We chose Microsoft for a variety of              specific customers that they track—whether
                                         reasons,” says Cesario. “In Microsoft, we         they work in sales and marketing, supply
                                         saw a solution that met all our require-          chain, or product development areas. They
                                         ments, that was a better fit with our current     can use the BI tools to manage day-to-day
                                         investments and skill sets, and that would        operations as well as to perform historical
                                         deliver a lower total cost of ownership.”         trend analysis. Customer service represen-
                                                                                           tatives, for example, can use the BI informa-
                                         Providing Clear Insight for Better                tion to provide better support to customers
                                         Decision Making                                   regarding the status of their open orders
                                         For business users, the solution provides         because they can query the system to see
                                         the clear insight into business status that       all of those open orders on a single screen.
                                         Radio Flyer sought in order to enable
                                         better decision making. For example, users
                                         can quickly create ad hoc reports so that
“Our IT staff spends as                     Speeding Information Access with Less            to support us as our customer base
                                            IT Involvement                                   expands, as more new products are
little as half as much                      Best of all, users get that information more     introduced, and as new customer service
                                            quickly than before, in part because they        capabilities are rolled out,” he says. “The
time creating reports as                    are less dependent on the IT staff to            Microsoft BI solution will become an
they did before.”                           generate reports; business users access the      increasingly strategic asset.”
                                            cubes and build their own Office Excel–
 Tom Cesario, Director of IT, Radio Flyer   based reports, making them more self-
                                            sufficient for their analytical needs. “Our IT
                                            staff spends as little as half as much time
                                            creating reports as they did before, and
                                            those reports are created in minutes and
                                            hours, rather than days and weeks,” Cesario
                                            says. Sales analysts, for example, can use
                                            Office Excel to query and analyze sales
                                            figures to spot new sales opportunities,
                                            without needing assistance from IT.

                                            Reducing Total Cost of Ownership
                                            The total cost of ownership of the
                                            Microsoft solution is lower than that of the
                                            alternatives the company considered—and
                                            that takes into account both lower licensing
                                            costs and lower maintenance costs. Radio
                                            Flyer also saves by not having to maintain
                                            two sets of databases and operating
                                            systems. “We were already a Microsoft
                                            shop, so we’re able to maintain the SQL
                                            Server and broader BI environment with the
                                            staff and resources we have,” Cesario says.

                                            Boosting Productivity—Today and
                                            Tomorrow
                                            The system also saves Radio Flyer money
                                            by making the company more productive.
                                            For example, being able to see daily infor-
                                            mation about inventory by warehouse
                                            location and product enables executives to
                                            manage inventory more efficiently—for
                                            example, moving excess inventory to loca-
                                            tions where it may be needed—and
                                            thereby reduce inventory costs.

                                            Cesario expects the benefits of the
                                            Microsoft BI solution to grow with the
                                            company’s continued growth. “The
                                            Microsoft BI solution provides a foundation
For More Information                                  Microsoft Server Product Portfolio
For more information about Microsoft                  For more information about the Microsoft
products and services, call the Microsoft             server product portfolio, go to:
Sales Information Center at (800) 426-                www.microsoft.com/servers/default.mspx
9400. In Canada, call the Microsoft
Canada Information Centre at (877) 568-
2495. Customers in the United States and
Canada who are deaf or hard-of-hearing
can reach Microsoft text telephone
(TTY/TDD) services at (800) 892-5234.
Outside the 50 United States and
Canada, please contact your local
Microsoft subsidiary. To access
information using the World Wide Web,
go to:
www.microsoft.com

For more information about Project
Leadership Associates services, visit the
Web site at:
www.projectleadership.net

For more information about Radio Flyer
products, visit the Web site at:
www.radioflyer.com




                                                       Software and Services                         − Microsoft SQL Server 2008 Reporting
                                                       • Microsoft Server Product Portfolio            Services
                                                         − Microsoft SQL Server 2008 Standard        − Windows SharePoint Services
                                                         − Windows Server 2008 Enterprise
                                                       • Microsoft Office                        Partner
                                                         − Microsoft Office Excel 2007               − Project Leadership Associates
                                                         − Microsoft Office PerformancePoint
                                                           Server 2007                           Hardware
                                                       • Technologies                            •   IBM xSeries servers
                                                         − Microsoft SQL Server 2008 Analysis    •   IBM SAN storage
                                                           Services
                                                         − Microsoft SQL Server 2008
                                                           Integration Services


This case study is for informational purposes only.
MICROSOFT MAKES NO WARRANTIES, EXPRESS OR
IMPLIED, IN THIS SUMMARY.

Document published December 2009

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Pla helps toy maker gain better decision making, for a lower tco, with a microsoft bi solution

  • 1. Microsoft Server Product Portfolio Customer Solution Case Study Toy Maker Gains Better Decision Making, for a Lower TCO, with a Microsoft BI Solution Overview “In Microsoft, we saw a solution that met all our Country or Region: United States Industry: Manufacturing—Consumer requirements, that was a better fit with our current goods investments and skill sets, and that would deliver a Customer Profile lower total cost of ownership.” Radio Flyer, based in Chicago, Illinois, Tom Cesario, Director of IT, Radio Flyer was founded in 1917 and is the maker of the famous “little red wagon” as well as Radio Flyer, one of the oldest and most prestigious names contemporary wagons, tricycles, scooters, and other superior-quality toys. in children’s toys, didn’t want to play around when it came to applying business intelligence (BI) to understanding Business Situation The company’s aging AS/400 business current and future sales trends. So it rejected Oracle and SAP intelligence system was failing to deliver Business Objects solutions in favor of a Microsoft® solution that timely, detailed reports and was costing too much in IT time and maintenance. enables better decision making, requires less IT staff time for reporting, and has a lower total cost of ownership (TCO) than Solution The company adopted a custom solution other options. based on Microsoft® Business Intelli- gence that provides an end-to-end solution from the data warehouse to the user interface, which features dashboards and scorecards. Benefits • Providing clear insight for better decision making • Speeding information access with less IT involvement • Reducing total cost of ownership • Boosting current and future productivity
  • 2. “Dashboards and score- Situation solution. It wanted a single data warehouse Radio Flyer, maker of the famous “little red that would centralize the information kept cards give us insight on a wagon” as well as more contemporary in separate parts of the ERP and supply wagons, scooters, tricycles, spring-horses, chain systems. It wanted an end-to-end real-time basis.” and other ride-on toys, is more than 92 solution that would extend from the aggre- Robert Pasin, President and Chief years old. Its business intelligence (BI) gation of data to the analysis and presenta- Executive Officer, Radio Flyer system wasn’t that old, but it was based on tion of data to business users. It wanted a an aging AS/400-based enterprise resource solution that would provide dashboards planning (ERP) system. and scorecards for at-a-glance views of data, standard reports for more in-depth The 15-year-old software produced information, and ad hoc reporting for business reports, the majority of which advanced analysis of data. were printed and distributed manually, so users couldn’t readily interact with the To meet those needs, Radio Flyer data. Electronic reports contained static considered solutions from Oracle, SAP data—that is, data that couldn’t be manip- BusinessObjects, and Microsoft. Each ulated to conduct “what-if” and other types vendor conducted demonstrations of its of analyses. business intelligence capabilities. And Radio Flyer chose a Microsoft® Business Nor were the reports easy to read; they Intelligence solution. were black-and-white text without commas to separate numbers in the thousands, Radio Flyer turned to Project Leadership millions, and so on. Because no filtering Associates, a Microsoft Gold Certified options were available, many of the reports Partner, to create its solution. “We liked consumed 50 or more pages, which at how quickly their team learned our times made it difficult for users to find the business and was able to tailor the business exact information they needed quickly. intelligence solution to our specific require- ments,” says Cesario. “They managed the Report creation was also a problem for the project with great flexibility throughout to IT department that had to produce reports. ensure we were successful.” It could take an IT programmer weeks of working with business users to create new The Microsoft BI solution expands on Radio reports, and then hours or days to imple- Flyer’s existing sources of information—its ment changes or updates to those reports. AS/400, as well as disparate supply chain One of the department’s staff was dedi- systems. Data from those sources goes cated to creating and updating reports, and through a process of extraction, transfor- because the reports were based on the mation, and loading into a staging data- legacy AS/400 system, only that staffer had base and then into the data warehouse. The the skills to do the work. databases are based on Microsoft SQL Server® 2008 data management software, Tom Cesario, Director of IT for Radio Flyer, and the processing is handled by SQL and his colleagues knew that they needed a Server 2008 Integration Services. better approach to business intelligence. Data is then moved into one of two con- Solution solidated data marts, one for sales data and First, Radio Flyer developed a set of one for supply chain data. SQL Server 2008 requirements for its business intelligence Analysis Services produces data cubes that
  • 3. “Our executive team are used in three ways: to produce about they can view the top-selling models by 30 standardized reports with SQL Server customer, based on gross sales or sales looks at this information 2008 Reporting Services; to fuel Microsoft margin. Similarly, the New Product Office PerformancePoint® Server 2007– Development team can use new insights first thing in the morning based dashboards and scorecards that into the performance of recently released and whenever we need contain key performance indicators; and to toys to plan product strategy. enable direct querying and detailed to. It’s allowed us to analysis of the cubes with Microsoft Office The solution enables the executive Excel® 2007. management team and vice president of react more quickly to sales to see not only how the company is changing business Both the cubes and the data warehouse currently selling to its biggest customers, contain six years of historical data, in addi- but also how those sales are forecast for conditions.” tion to the continuously loaded new data. the rest of the year, producing a highly The data is refreshed automatically, provid- accurate picture of how each product line Robert Pasin, President and Chief Executive Officer, Radio Flyer ing new customer and product information could finish the year. The reports that as soon as it is available to the system, so it provide that information are complex to can be used immediately in analysis. build because they require the BI system to put actual sales and forecast sales on the Business users access the business intelli- same budget line. Management can also gence tools through an intranet site built see overall data for customer satisfaction on Windows® SharePoint® Services tech- and profitability. nology in the Windows Server® 2008 operating system. The dashboards and “Dashboards and scorecards give us insight scorecards are updated automatically with on a real-time basis,” says Robert Pasin, the most recent data and are role based so President and Chief Executive Officer, Radio that, for example, senior managers see Flyer. “Our executive team looks at this broader measurements than line managers information first thing in the morning and do. The solution also includes a series of whenever we need to. It’s allowed us to SQL Server 2008 Reporting Services sub- react more quickly to changing business scriptions that deliver reports to users’ conditions.” e-mail inboxes on a regular basis. Business analysts and other business users, Benefits in contrast, see information related to the “We chose Microsoft for a variety of specific customers that they track—whether reasons,” says Cesario. “In Microsoft, we they work in sales and marketing, supply saw a solution that met all our require- chain, or product development areas. They ments, that was a better fit with our current can use the BI tools to manage day-to-day investments and skill sets, and that would operations as well as to perform historical deliver a lower total cost of ownership.” trend analysis. Customer service represen- tatives, for example, can use the BI informa- Providing Clear Insight for Better tion to provide better support to customers Decision Making regarding the status of their open orders For business users, the solution provides because they can query the system to see the clear insight into business status that all of those open orders on a single screen. Radio Flyer sought in order to enable better decision making. For example, users can quickly create ad hoc reports so that
  • 4. “Our IT staff spends as Speeding Information Access with Less to support us as our customer base IT Involvement expands, as more new products are little as half as much Best of all, users get that information more introduced, and as new customer service quickly than before, in part because they capabilities are rolled out,” he says. “The time creating reports as are less dependent on the IT staff to Microsoft BI solution will become an they did before.” generate reports; business users access the increasingly strategic asset.” cubes and build their own Office Excel– Tom Cesario, Director of IT, Radio Flyer based reports, making them more self- sufficient for their analytical needs. “Our IT staff spends as little as half as much time creating reports as they did before, and those reports are created in minutes and hours, rather than days and weeks,” Cesario says. Sales analysts, for example, can use Office Excel to query and analyze sales figures to spot new sales opportunities, without needing assistance from IT. Reducing Total Cost of Ownership The total cost of ownership of the Microsoft solution is lower than that of the alternatives the company considered—and that takes into account both lower licensing costs and lower maintenance costs. Radio Flyer also saves by not having to maintain two sets of databases and operating systems. “We were already a Microsoft shop, so we’re able to maintain the SQL Server and broader BI environment with the staff and resources we have,” Cesario says. Boosting Productivity—Today and Tomorrow The system also saves Radio Flyer money by making the company more productive. For example, being able to see daily infor- mation about inventory by warehouse location and product enables executives to manage inventory more efficiently—for example, moving excess inventory to loca- tions where it may be needed—and thereby reduce inventory costs. Cesario expects the benefits of the Microsoft BI solution to grow with the company’s continued growth. “The Microsoft BI solution provides a foundation
  • 5. For More Information Microsoft Server Product Portfolio For more information about Microsoft For more information about the Microsoft products and services, call the Microsoft server product portfolio, go to: Sales Information Center at (800) 426- www.microsoft.com/servers/default.mspx 9400. In Canada, call the Microsoft Canada Information Centre at (877) 568- 2495. Customers in the United States and Canada who are deaf or hard-of-hearing can reach Microsoft text telephone (TTY/TDD) services at (800) 892-5234. Outside the 50 United States and Canada, please contact your local Microsoft subsidiary. To access information using the World Wide Web, go to: www.microsoft.com For more information about Project Leadership Associates services, visit the Web site at: www.projectleadership.net For more information about Radio Flyer products, visit the Web site at: www.radioflyer.com Software and Services − Microsoft SQL Server 2008 Reporting • Microsoft Server Product Portfolio Services − Microsoft SQL Server 2008 Standard − Windows SharePoint Services − Windows Server 2008 Enterprise • Microsoft Office Partner − Microsoft Office Excel 2007 − Project Leadership Associates − Microsoft Office PerformancePoint Server 2007 Hardware • Technologies • IBM xSeries servers − Microsoft SQL Server 2008 Analysis • IBM SAN storage Services − Microsoft SQL Server 2008 Integration Services This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Document published December 2009