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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
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) [email protected]
Frank Cole201-325-3449 (O)[email protected]
