5. 零售业者清楚的意识到提高数据可见性和集成的标准化的重要性 (SOA)“Any retailer still operating from the classic measured and pragmatic approach to technology adoption, which retailers have historically taken, is in trouble..” Gartner
Business Intelligence and Analytics Trends in Retail: Insight Makes Inroads
January Source: Gartner/RIS Retail Technology Survey
6. 调查显示三分之一的零售业者计划实施仪表盘)
7. 零售业店员通过 需要企业业务实时信息以提高企业运行效率Source: Forrester Research,
Survey of 24 store managers
The Voice of the Store Manager
仪表盘已成为门店的脉搏
“Dashboards that become the pulse of the store. Valuable for their ability to present a wide
variety of important information in an easy-to-grasp format, dashboards will become the preferred way to deliver information.” 1Retail Gets Ready for In-Store Analytics
8. IBM 绩效管理零售业部分指标Example KPIs – Distribution and RetailRevenue Growth
Operating Income Margin
Percentage of Cost of Goods Sold (COGS) & Gross Profit Margin
Percentage of Selling, General, and Administrative (SG&A)
Capital Utilization and Cash Operating Cycle
Days In Inventory
Days Sales and Purchases Outstanding
Fixed Asset Utilization
Gross Margin Return On Investment (GMROI)
Free Cash Flow
Cash to RevenueSustainable Growth
Sales per Wage Rate
Sales per Square Foot
Sales per Transaction
Units per Transaction
Conversion Rate
Sales per Hour
Inventory Levels
Top Product Sales
Bottom Product Sales
Top Stores
Average Sale
Labor Worked vs. ScheduledNOTE: These KPI examples are for reference only
59. 部分客户案例零售业部分客户
TransMontaigne Starwood Hotels
制造业部分客户
Abbott Laboratories
Boliden
Collins & Aikman Floorcoverings, Inc.
Hendrickson International
Herman Miller, Inc.
Hollister Inc
Marchon
Merillat Cabinets
Northrop Grumman IT
Omron Europe BV
Pfizer
Saint Gobain Containers
TAP Pharmaceutical Products, Inc.
TransAlta
UB Group - Spirits Division
60. Challenges
Aggregate key store performance indicators
Provide a real-time alerting capability
Increase efficiency of store/department managers
Decrease irregularities (overstock, under stock, etc.)
Data stored in Informix, DB2 and other systems
Results
10,000 portal users (Business Mgr, District Mgr, Store Mgr, Dept. Mgr)
Number of Portlets: 5 Models, ~50 unique portlet variations
Parameters: Data sources, UI, Alerting thresholds
Development time: 2 man months
Development Cost Savings: USD $76,400+
IBM Dashboard SolutionsCustomer Success克罗格公司在美国拥有两千余家大型超级商场,员工约17万人,年销售额约191亿美元。 2003年以518亿美元的销售额排名第51位,成为继沃尔玛、家居仓储之后的美国第三大零售集团。
61. Profile
One of Canada’s largest non-regulated electric generation and wholesale marketing companies
Challenges
Provide real-time KPIs of plant operations
Ensure compliance to stringent environmental requirements (emissions, greenhouse gas)
Surface data from Oracle, Siebel, SAP, DominoTransAlta: Plant DashboardEnsuring Environmental Compliance Solution
Real-Time Emissions Dashboard for proactive operations management and problem resolution
Role-Based views and alerts for Executive, Plant Manager, Environment and Safety, Operator
Significantly improved productivity, plant operations and regulatory performance
TransAlta Customer Webinar Replay:
http://event.on24.com/eventRegistration/EventLobbyServlet?target=lobby.jsp&eventid=24654&sessionid=1&key=16E78C04F2E795B4A2503BA70F0C6824&eventuserid=6951129
62. Profile
Fortune 100 Company, $19B+ in Revenue
Challenges
Weekly and Monthly performance tracking reports were built in Excel and PowerPoint, then emailed to 300+ users.
Inconsistent metrics and formats across the reports – no integrated view of performance across the division
Highly manual process with room for error
Little security around access to dataAbbott Labs: Executive DashboardEliminating Latent Excel Reports Results
Productivity: Easier to access and interpret the data or trends through graphical UI
Higher Information Quality: enhanced through the on-line audit & approval process.
Economic solution to email and data archiving.
Integrated key performance indicators across the products.
Data is secure, and visibility can be changed through role-based user groups
Abbott Customer Webinar Replay:
http://event.on24.com/eventRegistration/EventLobbyServlet?target=lobby.jsp&eventid=27947&sessionid=1&key=DCF6BFC48D7B153EFD2EAD4196EF55DC&eventuserid=7716892. Pharmaceutical Products Division
63. Profile
Supply chain and distribution services for oil, gas and chemical products Revenues of $8B+
Challenges
Sales and Marketing spent hours per day gathering data to respond to customer requests
Finance personnel spent too much time/effort gathering, analyzing and reconciling billing info
Only business analysts could manually create new reports
Disparate information in custom DB2, SAP and Oracle applications
Results
Increased Revenue: Visibility and access to customer, product, service and sales information. Fewer missed or under-billed situations
Operational Efficiency: Eliminate manual report creation, speed response to customer inquiries
Improved Decision Making: Immediate access to accurate, transactional information and alerts of issues when they happen
Accelerated ROI: Existing RPG developers able to learn and deliver dashboard in 3 weeks
Next Step: A Customer Self Service dashboard for even greater efficiency and cost savings TransMontaigne Sales and Customer Reporting Dashboard
64. Profile
Third largest copper and zinc producer in Europe
Focus on initial stages of the processing chain – exploration, mining, smelting, recycling
4500 employees and $5 billion annual turnover
Adopted Balanced Scorecard to drive performance and competitive advantage
Challenges
Needed effective communication tool to help employees understand their role – and how they contribute to company value
Needed to automatically access performance information from a range of systems and data sources
Results
Piloting personalized performance dashboards that help employee understand their role in company success
Web Services allow Boliden to access and show real time status of objectives
Web application reinforces goals to employees daily. Visibility increases their motivation to perform
Graphical UI and collaboration of IBM performance dashboards helps drive adoptionBoliden Balanced Scorecard Dashboard
65. Profile
Chief Financial Officer and staff of > $1Billion Software Group Division
Team uses complex spreadsheet formulas output to monthly batch reports.
Challenges
Productivity drain. Staff repeatedly asked to provide financial performance information
Data sensitivity due to reporting blackout periods
Lack of consistency. Each geography pulls different views of the data.
IBM CFO DashboardA Secure, Central Source of Truth Results
Consistency: Common views across geographies and product lines, faster response time
Security: Access controls grant privileges based on user role
Visibility: Broader access reduces the number of incoming questions
Productivity: Finance staff can now focus on analysis versus having people be the data repository
Self Service: Users can update dashboard data when they need, without the need to call IT
66. IBM绩效管理仪表盘 – Return On Investment Net BenefitsROIIncrease RevenueSample Benefit Areas / Value Propositions(*)(*) Sample Value PropositionsImplementation ServicesSoftwareMaintenanceTCOHardwareImprove Executive Decision MakingReduce cost of dashboard development & maintenanceIncrease Operational Productivity and Efficiency Improve efficiency through greater visibility to production KPIs
Reduce costs by improving inventory cycles
Increase sales through faster time to market for new products and offerings
Improve financial performance through ability to respond proactively to changes in KPIs
Improve financial performance through quicker (real-time) identification of problems and managing exceptions
Reduce or avoid financial cost through rapid problem detection and escalationReduce staff time spent on data collection, consolidation, and reporting
Reduce management time spent on data analysis and communication
Reduce cost of information delivery (physical reports)Reduce development cost of dashboard interface
Reduce data integration development cost
Reduce development cost for role-specific dashboard variations
Reduce development cost for advanced dashboard features
Reduce dashboard maintenance cost
67. Deep Portal ExperienceAction-Oriented DashboardsMetrics / KPIsCollaborationBusiness Processes为何选用IBM软件实现绩效管理仪表盘Multi-source Data Integration ExcelRapid Time-to-Value (automation)Market-leading, Standards-based PlatformService Oriented Architecture (reuse, flexibility)Dashboard FrameworkWebSphere Portal (Collaboration, security, user mgt)
79. ExcelManualWeb ServiceScorecardDashboardWBSE End UserITSlide out PaletteExisting Portlets•Siebel•SAP•Business Intelligence•WB MonitorBuild Portlets•WPAI•Workplace Designer•Alphablox•Workplace Dashboard Framework Web Services / SOA•Websphere•Domino•DB2•RationalWBSE AdminRegisters Web Service for use with WBSEWBSE Web ServicesWBSE Web Servicesdrill downDashboard LinkDrag ‘n drop portletsonto dashboardEnd userWeb ClippingSpreadsheets ImportDatabase Customize Portlets业务信息存取及发布
80. Seven Steps:
1. Creating a new objective
2. Adding a Web resources (external web site, portlet, …)
3. Plotting milestones and targets to reflect expectations
4. Selecting the data source for the objective
5. Pushing objectives to the right people
6. Tracking progress throughout the year
7. Collaborating with others to react quickly