integrating all that data!
TRANSCRIPT
POSmart - Turning Data into Actionable Information
Integrating All That Data
Karen Kurtzweil [email protected]
Janet Dorenkott [email protected]
Integrating All That Data
Confidential - for limited circulation only
CPG Customers
Confidential - for limited circulation only
CVS
Sam’s
Costco
Shipments
Other POS dataEDI/FF/txt/Access, etc
Wholesaler/Dist
AC Nielsen/IRI/Spectra/IMS/Radient 6/Market 6, etc.
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Most time spent gathering disparate data
•G a t h e r i n g•C l e a n i n g•I n t e g r a t i n g•J u s t i f y i n g
?Inconsistent reports leadto questionable decisions
Others
Wal-Mart, ShilohRetail Link, EDI/AS2
??
? ?
??
The POS Data Dilemma
Kmart
Confidential - for limited circulation only
•G a t h e r i n g•C l e a n i n g•I n t e g r a t i n g•J u s t i f y i n g
Why POS Data Cleansing?
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Big Data, Omni-Channel& New Data Sources
End UserRequests Change
Data Frequency is Inconsistent
Data Formats Vary From Source to Source
You Are at the Mercy of Retailer Decisions
Constantly ChangingConditions
POS is Not Always Available& May Cost Money
Everyone Wants to SeeData Differently
Different Sources?Different Reliability
Every Retailer Provides Different Data Elements
Lack of Integration &Manageability
Confidential - for limited circulation only
Every Retailer Provides Different Data Elements
Date Time Units Price Store # In Transit OH Inv OH Qty In Warehouse
On Order
9/16/2015 08:12:00 150 $3.20 #442 30 20 10 20 50
Date Time Units Store #
9/16/2015 10:14:06 122 #210
Retailer A
Retailer B
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Aligning Different Week Start & End Dates
MondayTuesday
Wednesday
Thursday
Friday
Saturday
Sunday
SundayMonday
Tuesday
Wednesday
Thursday
Friday
Saturday SaturdaySunday
Monday
Tuesday
Wednesday
Thursday
Friday
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Different Sources, Different Formats
EDI 852EDI 867
SAP
Retailer Portals
AS2Oracle
TXT
SQL
Excel
CSV
How Do I get all these
sources into 1 common database
type?
FTP
Access
Confidential - for limited circulation only
Different Sources, Different Reliability
Missing Data
EDI Inconsistencies
UPC Issues
Portal is Down
Re-Casts
• Data was supposed to come in from CVS today! Where is it?
• RetailLink is down!
• Walgreens is padding UPC codes in the front with 2 digits!
• Food Lion is padding UPC codes in the back with 1 digit!
• Kroger wants us to buy data from Market 6!
• Dollar General was missing 2 days from last month!
• Target EDI came in 4 hours late!
Confidential - for limited circulation only
Different Retailers, Different Hierarchies
InternalCategory
Brand
Sub-Brand
Item
Product #
Retailer ACategory
Sub-CategoryBrand
Product #
Product ID
Sku
Retailer BCategory
Sub-CategoryItem #
Item Name
Sku
Confidential - for limited circulation only
Frequency of Feeds Vary
EDIDaily
Syndicated Data Monthly
ERP Data Every Second
Currency Conversion
Daily
Daily POS Once a Month
RMAAnnually
Plan Data When
Available
Weather Trends Quarterly
Confidential - for limited circulation only
Constantly Changing Market Conditions
New Competitors New Retailers
Trends New Laws
Acquire a Company
Economy Management Direction
National Conditions Natural Disaster
New Corporate Direction
Retailers Partners
Company switches data providers
The company adds a new data source
Retailer Contracts
New CEO
Confidential - for limited circulation only
You Are Subject To Retailer Decisions
Make Portal Changes
Start Sending Inventory
New POS Source
Category Focus Changed
New Buyer
Update Contract Restrictions
Policy Changes
More Data Offered
Opened New Stores
Acquired Another Retailer
Confidential - for limited circulation only
End User Requirements Change
I Need to see Target compared
to Walmart
Include Shipments in this Report
How do I compare my
sales with plans?
We just bought new
demographic data
I need to calculate potential impact
I upgraded our Nielsen
contract
We switched from SAP to
Oracle
I want to compare this with weather
trends
I want to compare POS from the
retailer with POS from IRI
Confidential - for limited circulation only
POSmart
Consistency
•Easy Access to Information
•Improved Productivity
Streamline DataGathering
Synchronize, Integrate & Validate POS
Wal-Mart/ShilohEDI /AS2/Retail Link
Promo/Forecasts
Costco
Nielsen/Spectra/RSi
Shipping
Kmart
Meijers
IRI/Mkt6/NPD
EDI, AS2
Sam’s
Wholesaler/Dist
CVS & Others
Productive Meetings
Integration, Cleansing, Alignment & Harmonization
Confidential - for limited circulation only
“Smart Solution Architecture”
BlueSky Integration Studio (BIS)– Data Integration, Cleansing & Harmonization
– POS Integrator with Pre-built retailer mappings
– Customizable business rules
– POS Cleansing and validation routines
– Integration objects for Oracle, SQL Server, DB2, Excel, ODBC, OLEDB, Teradata, Neteeza, SAP, SAP Hana, RL, txt, FTP, Access, Nielsen, IRI, NPD, Redshift, Azure, etc.
– Flexible Data model – Design/Retail Calendars/Report Matrix
“POSmart”BlueSky Analytics, Viewer, XL Builder
Control Center
“TradeSmart” BlueSky Analytics, Viewer, XL Builder
PromoPro
Confidential - for limited circulation only
POSmart•Enterprise Demand Signal Repository Solution•POSmart leverages the Smart Solution hub and data model. •Automates the integration & cleansing of point of sale data•Harmonizes all POS data sources including POS, syndicated data, third party providers, etc.
• Aligns hierarchy’s. Applies and synchronizes retailer calendars, items, geographies, etc. with your internal ones.
• Report Matrix enriches data for more insights. • Leverages POS so you can see actual sales versus shipments, budgets,
forecasts, geographies, etc.• BlueSky pushes reports & alerts out to identify OOS, Phantom inventory, zero scans, shipments versus consumption, etc.
Confidential - for limited circulation only
Military, Distributor
Budget
Nielsen, IRI, TD Linx, etc.
Accounting
ForecastsReports
Scheduled & Cached
Shipments
SourcesRetailers WalMart Home Depot Costco Kroger/DunH Meijers Sam’s Distributors
POSmartIntegrate, Validate, Synchronize &
Manage
BlueSky Or Other BI Tool
DW
POS Integrat
orBIS
EDI, Text, Flat Files, Access, Retail Link, Partners
SAP, JDE, DB2, Oracle, JDA
Users access via web
3rd Party Data:AC Nielsen/IRISpectra/NPD, Market6, RSi
ForecastShipments, Promo, Vendor
TradeSmart
POSmart
“Smart” Architecture
OtherTPM
BlueSky Analytics Power User
BlueSky Viewer Casual Users or
BlueSky XL Users
Confidential - for limited circulation only
Scan Data
Syndicated
Validate & Stage
Category Mgmt.Forecast Optimization
Market AnalysisSupply Chain Opt.Promo Analytics
DC PlanningERP Orders &
Shipments
Master Data
Nielsen/TDLinx/IRI
Item Master / Customer Master
Item
Time
Promos
IRIItems
NielsenItems
Integrate Harmonize
Cleanse
DataHarmonizationPOS, Inventory,
Master Data
EnterpriseDSR
ApplyAlgorithms
&Metrics
Standard Reports
Category Mgmt.
Internal Reporting
Predictive Analytics
TPM
VMI / Brokers
ForecastingDemand Planning
Feed Other Systems
Account Team Reporting
Source Data Integrate & Cleanse Enterprise DSR Analytics & Internal System Integration
Retailer SpecificSandboxes
Target Other Applications
Confidential - for limited circulation only
BlueSky Integration Studio(Smart Suite Hub)
Confidential - for limited circulation only
BlueSky AnalyticsAnalyst
For The Power User!
ViewerFor The Casual Explorer!
DashboardsKPI’s For All Users!
MobileiPads | Android
BlueSky XLExcel Plug-in!
Confidential - for limited circulation only
TPM - TPO or TPITPM
The upfront process of creating trade promotion plans. Applications include home grown solutions, SAP TPM, Siebel, Demantra, etc.
Weakness – Very little exposure to success factors– Relies on sales rep “hunch” factor– Little understanding of actual outcomes– Lacking true ROI analysis
TPO
Choosing trade promotional activities & timing to predicted results & objectives.
“What if” Analysis
Learned Analysis
Only 1% of all CPG companies are actually implementing TPO
– Low adoption rate due to complexities of gathering, harmonizing feeding back trade spend information
TPI A Necessary Step between TPM & TPO
Leverages an enterprise architecture.
Automates the integration & harmonization of various trade components
The intersection of plans, shipments and consumption as it relates to trade promotions
The ability to accurately analyze the outcomes of trade promotions including true ROI
The ability to understand whether or not promotions were properly executed and the amount of retail compliance
Provides a repository for all historical, multi-year analysis
Ability to feed results to other systems
Makes TPO Possible
Confidential - for limited circulation only
Automated Harmonization& Integration
Dashboards&
AnalysisPlan
Improvement
Trade• Shipments• Products• Plans• Syndicated
BlueSky PromoPro
• Planning Data• Shipments• Consumption
• IRI• AC Nielsen• POS
• Master Data• Forecast Data• COGS• Other
Source Data
Complex Source Data
TradeSmart Solution Architecture
Relational Solutions, Inc.
Integration Engine
TradeSmart
Confidential - for limited circulation only
-Understand ROI for Wholesaler and Retailer
-Know that Events are working for BOTH you and the customer.
-Create Win-Win during JBPS (Joint Business Planning Sessions) with Retailers
Relational Solutions, Inc.
Winner for Retailer but not Supplier
Winner for Supplier but not Retailer
BlueSky Report for JBPS
Confidential - for limited circulation only
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