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Sales Performance Management Dashboard at Delta Faucet

Sales Performance Management Dashboard at Delta Faucet. Shawn Muench, Manager, Decision Support Systems–Delta Faucets Neal Cawi, Manager – Palladium Group. Agenda. Introductions Business Problem: Project Overview Challenges Solution: Hyperion Analyzer

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Sales Performance Management Dashboard at Delta Faucet

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  1. Sales Performance Management Dashboard at Delta Faucet Shawn Muench, Manager, Decision Support Systems–Delta Faucets Neal Cawi, Manager – Palladium Group

  2. Agenda • Introductions • Business Problem: • Project Overview • Challenges • Solution: • Hyperion Analyzer • Hyperion Essbase 7X Aggregate Storage Option • Benefits and Future Direction • Demo • Q and A Sales Performance Management Dashboard at Delta Faucet

  3. Project Team Introduction • Shawn Muench: • Manager, Decision Support Systems – Delta Faucet • Oversees all of Delta’s Business Intelligence applications • Long-time user/proponent of Hyperion technology • Hands-on developer for Hyperion Essbase and Hyperion Analyzer • Neal Cawi: • Manager–Palladium Group • With Palladium since 2000, Corporate Performance Management/Business Intelligence Consultant since 1992 • Experienced with Hyperion products including Hyperion Essbase, Hyperion Analyzer, and Essbase Integration Server • Led projects at clients such as Kellogg, CVS, Phillip Morris, GEA Appliance, Miller Brewing, and Pharmacia Sales Performance Management Dashboard at Delta Faucet

  4. Introducing Palladium • Formed through the merger of three leaders in the emerging market of strategy execution and corporate performance management The leading professional services firm solely focused on helping clients successfully execute their strategy • Committed to Helping Organizations Successfully Execute Their Strategy • Delivering the New Science of Strategy Execution • Largest Hyperion Consulting Partner • Hyperion Partner of the Year 2003, 2004 Sales Performance Management Dashboard at Delta Faucet

  5. Delta Faucet Company • Headquartered in Indianapolis, Indiana • One of the three largest manufacturers of residential and commercial faucets and related accessories in the world • Over 140 million faucets sold since 1954 • Tradition of innovation • Single-handle kitchen faucet introduced in1954 • First faucet company to advertise to consumers via TV and print • First hands-free electronic faucet for home use • Partnership with designer Michael Graves • First and only design-integrated pivoting aerator • Customers range from Lowes and Home Depot to a multitude of mom and pop plumbing supply companies • A Masco Corporation company Sales Performance Management Dashboard at Delta Faucet

  6. Business Problem Sales Performance Management Dashboard at Delta Faucet

  7. Business Problem • Strategic reorganization of Sales group for 2005 created new reporting requirements • Wanted to avoid static, highly focused reporting solution that would meet initial requirements but fail to provide drill-down flexibility • Wanted to consolidate the reporting environment and eliminate some existing reports • Need a single entry point for information retrieval leading to “one version of the truth” • Vision: Sales Performance Dashboard Sales Performance Management Dashboard at Delta Faucet

  8. Hyperion Analyzer Sales Performance Management Dashboard at Delta Faucet

  9. Project Objectives • Enable dynamic reporting drill-down for new sales hierarchy: • Sales manager territories • Sales markets • Customer tiers • Simplify access to sales information: • Single entry point/source for all levels of Sales org • Focused on key strategic performance indicators: • Reduce time and effort to prepare information • Ensure entire Sales org is aligned towards same goals • Data normalization: Consistent definition of key metrics for units and dollar sales • Provide for future integration of Manufacturing reporting needs Sales Performance Management Dashboard at Delta Faucet

  10. Challenges • Performance bottlenecks with existing Hyperion Essbase databases already required lengthy processing window to handle long load and calc times • DBs were updated only over weekends and at end-of-month • New dimensionality would result in Hyperion Essbase block storage database cubes of over 120 gigabytes • Hyperion Essbase block storage database load and calc times would be close to a day • Delta was still using Hyperion Analyzer 5.0.3 • User community had mixed degree of sophistication using existing Analyzer application Sales Performance Management Dashboard at Delta Faucet

  11. Solution Sales Performance Management Dashboard at Delta Faucet

  12. Solution: Pieces to the Puzzle • Hyperion Analyzer 7.0.1 • Sales Performance Dashboard • Pinboards using maps representing Sales organization • Prebuilt reports • Ad hoc analysis • Hyperion Essbase 7.1.3: • Aggregate Storage Option • Hyperion Essbase Administration Services • Hyperion Essbase Integration Services • Other components: • IBM WebSphere 5.1 • IBM RS/6000 UNIX (AIX) Server • Oracle 9i (data source and Hyperion Analyzer metadata repository) Sales Performance Management Dashboard at Delta Faucet

  13. Hyperion Essbase 7.1.3 • Aggregate Storage Option • 2 cubes: • 8 Base dimensions • 6 Attribute dimensions • Two gigabytes each (Aggregate Storage Option aggregation factor of 4) • Block storage size would be over 120 gigabytes! • Load and calc times about 30 minutes total for 2 databases • Block storage load and calc times would about 24 hours! • Only a few modifications to the outline to support Aggregate Storage Option Sales Performance Management Dashboard at Delta Faucet

  14. Hyperion Essbase Outline Sales Performance Management Dashboard at Delta Faucet

  15. Hyperion Essbase Outline: Sales Org Sales Performance Management Dashboard at Delta Faucet

  16. Hyperion Essbase Outline: Calculations Sales Performance Management Dashboard at Delta Faucet

  17. ProjectImplementation Extras • Installation of Hyperion Essbase and Essbase Integration Services went smoothly • Installation of Hyperion Analyzer encountered some issues: • WebSphere configuration was difficult • Hyperion technical support was great! • A bug was found with load rule editor for text file dimension builds • Outline changes were needed due to limitations with initial release of Aggregate Storage Option (Hyperion Essbase 7.1): • MTD/YTD handling • Faucet-only units • When Essbase 7.1.3 was released, minor changes were made to utilize some of the dynamic hierarchy support Sales Performance Management Dashboard at Delta Faucet

  18. Benefits Sales Performance Management Dashboard at Delta Faucet

  19. Project Benefits: “The Skinny” • Hyperion Analyzer usage has tripled! • E-mail reporting system (Crystal and Oracle) has been turned off • All levels at Delta are using the system: • Senior management • Sales organization • Outside sales rep agencies • Fewer system resources are needed: • Less disk space • Shorter load and calc times • Great user response times! Sales Performance Management Dashboard at Delta Faucet

  20. Project Benefits: Continued • Met Sales realignment reporting requirements • Increased organizational performance: • Everyone looking at same information using same interface • More actionable, intuitive analysis: • Visualization of key performance indicators (KPIs) • Simplified view; focused on performance to plan • Less confusion fewer errors: • New Hyperion Analyzer application that presents less information using an easier to use interface “Less is More” • A single set of centrally managed definitions for metrics Sales Performance Management Dashboard at Delta Faucet

  21. Bottom Line Hyperion software has moved from its previous role as just one of multiple point solutions for Sales reporting to become the strategic platform for enterprise-wide Business Performance Management at Delta Faucet. Sales Performance Management Dashboard at Delta Faucet

  22. The Future • Daily loads • Predefined customer packets created from Hyperion Reports • International database • Additional modules for Hyperion Performance Scorecard: • Finance, Marketing, etc. • Integration of POS data • Use of Analyzer/WebSphere portlet to bring Sales Performance Dashboard to additional audience • Sales Planning • Possible upgrade to System9 in conjunction with the next major functionality delivery Sales Performance Management Dashboard at Delta Faucet

  23. DemoSales PerformanceDashboard Sales Performance Management Dashboard at Delta Faucet

  24. Hyperion Analyzer Sales Performance Management Dashboard at Delta Faucet

  25. Hyperion Analyzer Sales Performance Management Dashboard at Delta Faucet

  26. Hyperion Analyzer Sales Performance Management Dashboard at Delta Faucet

  27. Hyperion Analyzer Sales Performance Management Dashboard at Delta Faucet

  28. Hyperion Analyzer Sales Performance Management Dashboard at Delta Faucet

  29. Hyperion Analyzer Sales Performance Management Dashboard at Delta Faucet

  30. Q and A Sales Performance Management Dashboard at Delta Faucet

  31. Sales Performance Management Dashboard at Delta Faucet Shawn Muench, Manager, Decision Support Systems–Delta Faucet msm1@deltafaucet.com 317-817-8379 Neal Cawi, Manager – Palladium Groupneal.cawi@palladiumES.com 317-506-0144 Session #3419A

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