August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San...

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 1

The SF Goodwill Retail Reporting Data Warehouse

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 2

• Because few affordable POS products incorporate comparisons to goal and other cross-departmental reports.

• Because a data warehouse provides control over what data you see.

• Because data can be integrated with other management reporting systems for a one-stop overview of agency performance.

Why Build a Data Warehouse?

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 3

Project Goals

• One-Stop for Sales and Inventory Reports.

• High-level information including sales to shipment and performance compared to goals.

• Web-based, automated reports available from in or outside of the office first thing in the morning.

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 4

POS Requirements

• Logical database structure.

• Easy export of all pertinent data to common format (text delimited or SQL).

• Automation tools to support hands-off collection of data.

• Reliable internet connections between all stores and main office.

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 5

Warehouse Requirements

• Simple to read, drill-down reporting

• No duplicate data entry - all sales and inventory to be pulled from POS system; sales/inventory goals to be entered annually.

• Standardized design tools - SQL, HTML and PHP with documentation of all code.

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 6

Report Features

• High level info summarized at top; drill down for details.

• Filter reports by store, district, or any combination.

• Export to Excel by clicking icon for current page’s data.

• Web-based - available to authorized Intranet members from office or remote locations.

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 7

Opening Summary Page

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 8

Reports Screen

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 9

Cash/Tender Report

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 10

Inventory Reports

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 11

Inventory Reports - Color

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 12

Inventory Reports - Price Point

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 13

Sellthru Report

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 14

Sales Goal Report

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 15

Time of Day Report

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 16

Exception Report

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 17

Report Criteria Selection:Stores, Dates, Custom Reports, Period to Date

Reporting Toolbar

Tools:Navigation, Export to Excel, Retail and Promotional Calendars, Help

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 18

Reporting Toolbar (Cont.)

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 19

Custom Reports

August 12, 2003

Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 20

Notes

• All work © Goodwill Industries of San Francisco, Inc., 2003.

• Consulting, installation and customization of these reports on your system is available.

• Contact:– Peter Campbell, VP Information Technology– Goodwill Industries of San Francisco– 1500 Mission St., SF, CA, 94103– 415.575.2151 * pcampbell@sfgoodwill.org