Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we...

Frank Cole, Director Application Development, PAG

Roger Panfil, President, RDC Biz

Penske Automotive: 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 Application 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 Solutions

•Over 30 years of experience in the development, marketing, sale, and delivery of software and software-based solutions

•10 years of employment with Information Builders as VP of Product Marketing for iWay Software

•Degree in MIS from IUP, and attended University of Pennsylvania’s Wharton Evening School

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Presentation Agenda

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• Penske Automotive Group Overview

• Current Usage - WebFOCUS 7.7x

• New application - WebFOCUS 8.0

• Project Outline

• Dashboard Design & Development

• Key features of WebFOCUS 8

• Tips, Hints, & Tools

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Penske Automotive 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 Automotive Group: Who we aren’t…

You might think of Penske Racing…

That’s not us either…

Penske Automotive Group: Who we are…

Penske Automotive Group (PAG)

• Is the 2nd largest publicly traded automotive retailer in the US

• Is a member of the Fortune 500 and Russell 2000.

• Owns & operates 340 retail automotive 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 additional services including finance and insurance products, replacement parts, and maintenance & repair services.

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Vehicle Brands

The Business Opportunity

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Continue 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 additional features and functionality 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 Application

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 creating manually . . .

Looked cool, but . . .

•Enormous manual effort to produce

•One person’s view of a slice of the operation

•No mechanism for distribution other than email

The idea needed . . .

•Automation

•Definition of common metrics to measure all dealerships across multiple aspects of the business

•Mass distribution 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 platform & specifically WebFOCUS 8 version

6. Position as working proof of concept, example of a Web dashboard.

7. Engage users for feedback for application expansion

8. Go Mobile – access to the application 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 application 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 reporting 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 Definition

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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 & Functionality

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WebFOCUS Automation: Sales Dashboard

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WebFOCUS Automation: Service Dashboard

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Key Features & Functionality: Comparator Header

The parameters selected on the comparator heading drive all of the reporting objects displayed on the dashboard, across tabs.

Key Features & Functionality: Comparator Header

Parameters from the header drive the content of each report . . .

then re-used for each tab until the selection is explicitly changed

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Key Features & Functionality: User Access

Content of the dropdowns is determined by user access levels. Chaining of the location dropdowns is driven by our store hierarchy.

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Key Features & Functionality: 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 & Functionality: Auto Re-size

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Adding new tabs to the dashboard is a drag and drop function. 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 & Functionality: New Tabs

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Report position is determined by the layout chosen for new page.

Keep in mind, in order to have the objects re-size automatically you will need to select a layout that has more than one column.

Key Features & Functionality: User Flexibility

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Key Features & Functionality: 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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Documentation

Is a MUST:

• Requirements

• User

• System

• Vision Scope

Document

• Functional

Specification

• Design Specification

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Dashboard Design

Stephen Fewwww.perceptualedge.comISBN-13: 9780596100162

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Dashboard Design

Stephen Fewwww.perceptualedge.comISBN-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 Testing Tool

Electric Mobile Studio 2012 by Electric Plumhttp://electricplum.com

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Horizontal or vertical, the

application will mimic an iPad

or iPhone

Electric Mobile Studio 2012 by Electric Plumhttp://electricplum.com

Mobile Testing 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 Panfil267-625-6336 (M) roger.panfil@rdcbiz.comwww.rdcbiz.com

Frank Cole201-325-3449 (O)frank.cole@penskeautomotive.com