Turning Data into Actionable Information

SmartSuite Architecture

POSmart & TradeSmart

Janet Dorenkott440-899-3296 x225 janetd@relationalsolutions.com

Confidential - for limited circulation only

“Top 10

Companies on

the Move”

BlueSky Integration

Studio

“Best at integrating POS

with Internal data”

Weatherhead 100

Fastest Growing

Businesses

First Release of

Oracle Developer of the Year

Data Warehouse & BI Consulting

1996 - 98 1999 - 01 2002 – 04 2005 - 06 2007 - 08 2009 - 10 2011 – 12 2013-2015

“Data Warehouse of the Year!”

BlueSky “Coolest

New Technologies”

DataStage ETL Best Implementors Award

Company Background

Informatica’sPartner of the Year

Selects POSmart to embed in DSR

Partnering to support DSMi

2014 NEO Software

Assn. “Best Software”

Confidential - for limited circulation only

CPG Customers

Confidential - for limited circulation only

Lowes

Home Depot

Costco

Shipments

Other POS data

EDI/FF/txt/Access, etc

Wholesaler/Dist

AC Nielsen/IRI/Spectra/

IMS/Radient 6/Market 6, etc.

Submit Reports

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

Meijers

Wal-Mart, Shiloh

Retail 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 User

Requests Change

Data Frequency is

Inconsistent

Data Formats Vary

From Source to Source

You Are at the Mercy of

Retailer Decisions

Constantly Changing

Conditions

POS is Not Always Available

& May Cost Money

Everyone Wants to See

Data 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

Confidential - for limited circulation only

Aligning Different Week Start & End Dates

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday Saturday

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Confidential - for limited circulation only

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

Internal

Category

Brand

Sub-Brand

Item

Product #

Retailer A

Category

Sub-

Category

Brand

Product #

Product ID

Sku

Retailer B

Category

Sub-

Category

Item #

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/Shiloh

EDI /AS2/Retail Link

Promo/Forecasts

Costco

Nielsen/Spectra/RSi

Shipping

Kmart

Meijers

IRI/Mkt6/NPD

EDI, AS2

Lowes

Wholesaler/Dist

Home Depot

Productive Meetings

Integration & 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,

etc.

Flexible Data model – Design/Retail Calendars/Report Matrix

“POSmart” Control Center Editor

BlueSky Analytics, Viewer, XL Builder

“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

3rd Party

GL

ForecastsReports

Scheduled

& Cached

Shipments

SourcesRetailersWalMart

Home Depot

Costco

Kroger/DunH

Meijers

Sam’s

Distributors

POSmartIntegrate, Validate,

Synchronize & Manage

BlueSky

Over 200 KPI’s

Or Other BI Tool

DW

POS

Integrator

BIS

EDI, Text, Flat

Files, Access,

Retail Link,

Partners

SAP, JDE, DB2,

Oracle, JDA

Users access via

web

3rd Party Data:

AC Nielsen/IRI

Spectra/NPD,

Market6, RSi

Forecast

Shipments,

Promo, Vendor

TradeSmart

POSmart

“Smart” Architecture

OtherTPM

BlueSky Analytics

Power User

BlueSky Viewer

Casual Users or

BlueSky XL Users

Control

Center

Confidential - for limited circulation only

Confidential - for limited circulation only

BlueSky Analytics Home Page

Users Chose “Favorites” and

put those reports in folders they

create to show up on their

home page.

Alerts show up on your home

page. Users can create or

receive Alerts.

Severity level of alert can be set

based on criteria you set.

Multiple levels of Security

based on your login.

Confidential - for limited circulation only

BlueSky Analytics

Confidential - for limited circulation only

BlueSky XL Builder

Easily create queries with Bluesky

Worlds

Combine data from disparate sources

Automatically creates Pivot Tables

Have multiple queries in a single

Workbook

Use Excel formulas and formatting

One-click refresh with security

60 minute training

Confidential - for limited circulation only

What is TradeSmart?

TradeSmart leverages the Smart Solution Architecture with the automation,

integration and harmonization of various trade components

Promotion Automation and Analytics solution.

The intersection of plans, shipments and consumption as it relates to trade

promotions

The ability to accurately analyze the outcomes of trade promotions and compare to

planning expectations across all retail segments

The ability to understand whether or not promotions were properly executed and

the amount of retail compliance

The common repository for all historical promotions which enables multi-year

analysis/comparison of trade spend initiatives

The ability to feed results to other systems – planning, supply chain, predictive,

merchandising, etc.

TPI – Trade Promotion Intelligence

Confidential - for limited circulation only

Automate

Integration &

Harmonize into

Data Model

Plan

Improvement

Trade• Shipments• Products• Plans• Syndicated

BlueSky

PromoPro

• Planning Data

• Shipments

• Consumption

• IRI

• AC Nielsen

• POS

• Master Data

• Forecast Data

• COGS

• Other

Source Data

Capture

Disparate &

Complex

Source Data

TradeSmart Solution Architecture

Relational Solutions, Inc.

BIS

TradeSmart

Designed for

fast access,

Powerful

Analytics, Easy

KPI Dashboard

Confidential - for limited circulation only

The ChallengeTime

Time required for data gathering and analysis across all retail segments

is next to impossible

Resources & Coverage

How many resources are required to cover all promotions across all

retail segments

Data integration

Integrating and aligning at a common level for planning data, shipments

and consumption is very complex

No consistency across retailers

Clean historical data

For all data sources

– Shipments – palets/cases to eaches

– Consumption – syndicated data vs. direct downstream retailer

– Trade Plans – spreadsheets or 3rd party application

Where is the COMMON REPOSITORY for harmonized, aligned data

for ALL future learnings

Confidential - for limited circulation only

Rule-based system. Allows for a streamlined process where ROI calculation is

consistent and accurate

Process driven capabilities allowing visibility to non-compliant events

Insight into planned spending to retail execution by event or product is visible

up the hierarchy

Uses cost information to understand your true margins and contribution

Provides visibility to historical pricing to protect against margin erosion

Knowing “sell-through” and supply chain visibility by incorporating shipments

Benefits of TradeSmart

Confidential - for limited circulation only

Follow our Relational Solutions Training Blog

http://www.relationalsolutions.com/blog

Join Demand Signal Repository Institute Group on

Watch our Training & Video’s on

Relational Solutions Channel

Follow POSmartBlueSky & JanetAtRSI on

Follow Relational Solutions on

Like Relational Solutions on

Contact Janet Dorenkott 440-899-3296 x225

Janetd@relationalsolutions.com

Connect with Janet on

Stay Connected & Informed!

India | USA | UK | Germany | Sweden | Belgium | France | Switzerland | UAE | Singapore | Australia | Japan | China