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TRANSCRIPT
Frank Cole, Director Applica2on Development, PAG Roger Panfil, President, RDC Biz
Penske Automo2ve: Delivering Graphical Sales and Service Indicators With the WebFOCUS 8 Dashboard)
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Bio’s – Frank Cole & Roger Panfil
Frank Cole
• 12 years of experience as Director of Applica2on Development at PAG
• 25 years of experience in app development at PAG, MetLife, Bankers Trust and AT&T.
• Instrumental in bringing WebFOCUS to PAG, from extensive work with FOCUS at AT&T.
Roger Panfil
• President of RDC Business Solu2ons • Over 30 years of experience in the development, marke2ng, sale, and delivery of soYware and soYware-‐based solu2ons
• 10 years of employment with Informa2on Builders as VP of Product Marke2ng for iWay SoYware
• Degree in MIS from IUP, and a\ended University of Pennsylvania’s Wharton Evening School
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Presenta2on Agenda
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• Penske Automo4ve Group Overview
• Current Usage -‐ WebFOCUS 7.7x
• New applica4on -‐ WebFOCUS 8.0
• Project Outline • Dashboard Design & Development
• Key features of WebFOCUS 8
• Tips, Hints, & Tools
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Penske Automo2ve Group: Who we aren’t…
When you hear the name PENSKE you probably think of:
But, that’s not us…
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Penske Automo2ve Group: Who we aren’t…
You might think of Penske Racing…
That’s not us either…
Penske Automo2ve Group: Who we are…
Penske Automo4ve Group (PAG) • Is the 2nd largest publicly traded automo2ve retailer in the US • Is a member of the Fortune 500 and Russell 2000. • Owns & operates 340 retail automo2ve franchises, 41
brands. • 170 franchises in 17 states and Puerto Rico • 170 franchises located outside the United States.
• Owns 30 collision repair centers. • Employs approximately 16,000 people. • Provides addi2onal services including finance and insurance
products, replacement parts, and maintenance & repair services.
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Vehicle Brands
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The Business Opportunity
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Con2nue to provide our users with leading edge Business Intelligence tools that are:
• Specific to their needs • Simple to learn • Easy to use
Maximize our investment in IBI technologies by expanding our toolset to include addi2onal features and func2onality provided through WebFOCUS 8 where appropriate.
PAG & WebFOCUS 7.7x
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Architecture and Current Usage
PAG Business Intelligence Architecture
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WebFOCUS 8 Middleware Server
FTP/SFTP Server
IIS Server IIS Server
F5 Load Balancer
HP EVA 6000 SANSQL Server Cluster
Partners & 3rd Parties
PAG Entities
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PAG Self Service Applica2on
HTML EXCEL PDF
AHTML
PAG & WebFOCUS 8.0
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Dashboard Design & Development
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Moving to the Dashboard Era…
Users were creating manual dashboards… collaborated with IT to embark on dashboard project
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What the users were crea2ng manually . . .
Looked cool, but . . . • Enormous manual effort to produce • One person’s view of a slice of the opera2on • No mechanism for distribu2on other than email The idea needed . . . • Automa2on • Defini2on of common metrics to measure all dealerships across mul2ple aspects of the business • Mass distribu2on via the Web and mobile devices
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Envisioning
1. Develop a Sales & Service Dashboard 2. Each Dashboard to contain would have 4-‐5 Subject Areas 3. Each Subject Area would contain 4-‐6 Metrics.
4. Flexible design 5. Use WebFOCUS BI plaiorm & specifically WebFOCUS 8 version
6. Posi2on as working proof of concept, example of a Web dashboard.
7. Engage users for feedback for applica2on expansion 8. Go Mobile – access to the applica2on from mobile devices:
• External browsers supported: IE, Chrome, & Safari • Support PAG used mobile devices: Apple iPad and iPhone
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9. Hierarchical security structure: Levels of permissions to include: • Enterprise Level (1) – Access to all applica2on data. • Region Level (3) – only data within defined user Region • Area (27) – only data within the defined user Area • Store (192) – only data within the defined user Store
10. Enhance Security: each level of repor2ng further restricted by:
• Inventory • Sales • General Ledger • E-‐Commerce • Financial Services • Service
Envisioning
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Intensive period of requirement interviews with Users and IT to:
• Determine Subject Areas to deliver under the two Dashboards (Sales & Service).
• Determine Metrics to deliver under each Dashboard Subject Area.
• Define the appropriate user security levels and associated data access permissions.
Requirements Defini2on
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Design: Excel KPI Mockup & Data Preview
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Design: Balsamiq Mockup Tool
www.balsamiq.com
PAG’s WebFOCUS 8 Dashboard
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Key Features & Func2onality
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WebFOCUS Automa2on: Sales Dashboard
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WebFOCUS Automa2on: Service Dashboard
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Key Features & Func2onality: Comparator Header
The parameters selected on the comparator heading drive all of the repor2ng objects displayed on the dashboard, across tabs.
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Key Features & Func2onality: Comparator Header
Parameters from the header drive the content of each report . . .
then re-‐used for each tab un2l the selec2on is explicitly changed
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Key Features & Func2onality: User Access
Content of the dropdowns is determined by user access levels. Chaining of the loca2on dropdowns is driven by our store hierarchy.
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Key Features & Func2onality: User Access
Example: First, All stores for the EAST Region are shown. Select the Rhode Island Area, the Store dropdown responds accordingly.
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As users resize the Dashboard, the graphs follow suit!!
Key Features & Func2onality: Auto Re-‐size
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Adding new tabs to the dashboard is a drag and drop func2on. These tabs are specific to the creator and will not appear on other users desktops. The new tabs
are not integrated with the Comparator Header but they are persistent.
Key Features & Func2onality: New Tabs
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Report posi2on is determined by the layout chosen for new page.
Keep in mind, in order to have the objects re-‐size automa2cally you will need to select a layout that has more than one column.
Key Features & Func2onality: User Flexibility
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Key Features & Func2onality: User Flexibility
PAG & WebFOCUS 8
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Self Service
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PAG’s Revitalized Self-‐Service App
Tips, Hints, & Tools
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Lessons Learned
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Documenta2on
Is a MUST: • Requirements
• User • System
• Vision Scope Document
• Functional Specification
• Design Specification
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Dashboard Design
Stephen Few www.perceptualedge.com ISBN-‐13: 9780596100162
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Dashboard Design
Stephen Few www.perceptualedge.com ISBN-‐13: 9780970601971
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Great Color Codes for Graphs
These color codes (or variants of them) look real nice next to each other in line and bar charts, etc.
Color choice makes a big impact in graph appeal.
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Mobile Tes2ng Tool
Electric Mobile Studio 2012 by Electric Plum h\p://electricplum.com
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Horizontal or vertical, the application will mimic an iPad
or iPhone
Electric Mobile Studio 2012 by Electric Plum h\p://electricplum.com
Mobile Tes2ng Tool
Meet The Team
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The people behind the magic
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Project Team
RDC Biz • Roger Panfil • Tony Woodstock • Carey Darrow
Penske Automotive • Dennis Shaw • Vince Moretta • Frank Cole
Information Builders • Paul Brochon • Betty Hong • Dan Prusinowski • Ray Pudlack
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QUESTIONS?
Roger Panfil 267-‐625-‐6336 (M) [email protected] www.rdcbiz.com Frank Cole 201-‐325-‐3449 (O) [email protected]