our customers bi4 experience keith kern joah butler

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Page 1: Our Customers BI4 Experience Keith Kern Joah Butler
Page 2: Our Customers BI4 Experience Keith Kern Joah Butler

Our Customers BI4 ExperienceKeith KernJoah Butler

Page 3: Our Customers BI4 Experience Keith Kern Joah Butler

Introductions

• Keith Kern o IT Director, Bruce Foodso Tenure with Bruceo Experience with software (ERP, SQL, etc)o Relevant business experience (Sales, WMS, etc)

• Joah Butlero CFO, Bruce Foodso Tenure with Bruceo Experience with Softwareo Relevant Business Experience (including reporting)

Page 4: Our Customers BI4 Experience Keith Kern Joah Butler

Who Are We?

• One of America’s largest, privately-owned food manufacturers.

• Our products are distributed throughout the U.S. and in more than 100 countries.

• Our brands are carried by most of the top retail grocery chains.

• Known for Louisiana Hot sauce, Cajun Injector Injectable Marinades and Casa Fiesta Mexican Foods.

• Manufacture more than 300 food products under nine premium brands – all authentic, all delicious, and all natural.

Page 5: Our Customers BI4 Experience Keith Kern Joah Butler

The Challenge

• Multiple Microsoft Access databases to extract and manipulate data

• Good tool but has its drawbacks• Questionable security and accuracy• Drag on system resources• Expensive outsourced solution for publishing sales data to remote

workers• Sales reporting only updated weekly• Reactive reporting vs. proactive

Page 6: Our Customers BI4 Experience Keith Kern Joah Butler

Objectives

• Single source of the truth• Ability to support entire operation• Accurate and secure information• Firewalled from production data to minimize performance issues• Out of the box functionality• Ability to grow and change with needs• Easy to maintain• Minimum training requirements for end users• Cost effective solution

Page 7: Our Customers BI4 Experience Keith Kern Joah Butler

Implementation

Installation (separate database

server)Training Requirements

gathering

Changes developed &

delivered

Validation and implementation

Page 8: Our Customers BI4 Experience Keith Kern Joah Butler

Results

• Now the primary tool for sales information• Eliminated the need for third party reporting tool

(Discovery)• Information updated to previous day close of business• Implementation resulted in many discussions around the

accuracy of the data• BI information was significantly more accurate than

previous tools

Page 9: Our Customers BI4 Experience Keith Kern Joah Butler

Reporting Today

• Report by Salesperson

• Month of September• Ship to Salesperson• Bill-to Customer• Ship-to Name• Item

Page 10: Our Customers BI4 Experience Keith Kern Joah Butler

Reporting Today

• Report by Item• 3 months• Item• Ship to Salesperson• Bill-to Customer• Ship-to Name

Page 11: Our Customers BI4 Experience Keith Kern Joah Butler

Reporting Today

• Report by Item• 3 months• Item• *FILTERED to show

the Hot Sauce Category ONLY.

Page 12: Our Customers BI4 Experience Keith Kern Joah Butler

Remote Access

• Currently - VPN connection to update reports housed on remote users laptops or tablets

• Considering Sharepoint options• SSRS options

Page 13: Our Customers BI4 Experience Keith Kern Joah Butler

What’s Next?

• Manufacturing• Finance • End goal is to have all reports

created using the same tool

Page 14: Our Customers BI4 Experience Keith Kern Joah Butler

Limitations• Technical expertise required for cube changes

o SSAS knowledge or BI4 technical knowledge requiredo Cube Wizard

• Hardware & software requirementso Separate Server (preferred) o Windows Server

• RAM • Processors• HD space• .NET Framework

o SQL Server • Permissions• Data Partitions

Page 15: Our Customers BI4 Experience Keith Kern Joah Butler

ROI

• Realized in months:• Eliminated monthly cost associated with SSAS

through Discovery• Better, more available, more accurate data

Page 16: Our Customers BI4 Experience Keith Kern Joah Butler

Upcoming Release

• V5 Release – End of October 2014• Cube Wizard

o Only NAV knowledge needed

• Updated Scripts/Procedures • Faster (30%-50%)• Profiler

Page 17: Our Customers BI4 Experience Keith Kern Joah Butler

Questions & Comments?