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Daryl Fisher Supply Chain Applications Manager [email protected] September 2015 Implementing Mulesoft as part of corporate and IT transformation

Batory Foods: Our Path To Digital Transformation

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Page 1: Batory Foods: Our Path To Digital Transformation

Daryl FisherSupply Chain Applications [email protected] 2015

Implementing Mulesoft as part of corporate and IT transformation

Page 2: Batory Foods: Our Path To Digital Transformation

Agenda

Batory FoodsIntroduction

IT EvolutionMule Project

Moving Forwards

Strategic Direction

Page 3: Batory Foods: Our Path To Digital Transformation

Batory Foods IntroductionAn Overview

• Batory Foods is a family owned national ingredient distributor founded in 1979 and based out of Chicago.

• Our business is providing a broad range of high-quality ingredients to food and beverage manufacturers across the United States.

• 50+ account managers in the field servicing our customers.• 450+ vendor-relationships, access to thousands of ingredients.• 200+ support staff across the country.• Over 10,000 customers in various markets.• Bakery• Beverage• Candy and Confectionary• Dairy• Health and Nutrition

Page 4: Batory Foods: Our Path To Digital Transformation

Batory Foods IntroductionNational Network

Page 5: Batory Foods: Our Path To Digital Transformation

Batory Foods IntroductionA Changing Business

5

• Entrepreneurial Agile Business Model• Very focused on customer service• Acquisitions • Continuing to grow by acquisition

• Value Added Services• Liquid and Dry Ingredient Blending • Sugar Powdering and Browning• Custom Packaging and Labelling

• Adding New Services • Warehouse and Storage• Manufacturers Representative and Distributer • Tailored Ingredient Distribution• Custom and Hybrid Models

Page 6: Batory Foods: Our Path To Digital Transformation

Strategic DirectionCorporate Strategic Review

Four PillarsResponsivenessCommunication StandardizationTraining

SupportingAutomationAccountability

Vision 2020 RecommendationsIncrease VisibilityImplement New ERPRestructure Inventory PlanningCustomer PortalSegmentation

Page 7: Batory Foods: Our Path To Digital Transformation

Batory Strategic DirectionSelected Information Technology Initiatives

Implementation of Transportation Management System Implementation of Supply Chain Planning Applications Implementation of Billing Management Application Upgrade of ECM New ERP Development and Implementation of New Customer Portal

Page 8: Batory Foods: Our Path To Digital Transformation

Information Technology EvolutionCurrent State of Application Portfolio

ERP

Enterprise Resource Planning Enterprise Content

Management

Warehouse Management System

Customer Portal

Page 9: Batory Foods: Our Path To Digital Transformation

Information Technology EvolutionApplication Portfolio Future State

Warehouse Management System

ECM

Transportation Management System

Cloud Based Document Sharing

Customer Portal Hosted ERP

ERP

Signature Capture

Billing Management

Inventory Planning System

C(X)RM

Page 10: Batory Foods: Our Path To Digital Transformation

Information Technology EvolutionPartner Collaboration

Warehouse Management System

Enterprise Content Management

Transportation Management System

Cloud Based Document SharingCustomer Portal

Hosted Enterprise Resource Planning

ERP

Signature Capture

Billing Management

Inventory Planning System

WarehousingCustomers

Suppliers

Carriers

3PL Warehouse Operators

Distribution Customers

Page 11: Batory Foods: Our Path To Digital Transformation

Batory’s First Mule Project – TMS IntegrationRequirements

RequirementsSolution to support cloud and on premise

Support internal application and partner integrationDo not want to add developer skills to IT DepartmentHave no time to develop skills

Agile Model – Grow and shrink skills as neededNeed 24 hour support

Solution

Selected Mulesoft Selected Cognizant as Mulesoft partner

Managed Service for ongoing support of environment

Resources for capital projects

Mulesoft Agreement – 24 hour support

Mulesoft provided advisory and audit role throughout the project

Page 12: Batory Foods: Our Path To Digital Transformation

Batory’s First Mule ProjectProject Deliverables

Transportation Management System Warehouse

Management System

ERP

Enterprise Resource Planning

Purchase OrdersWarehouse Sales OrdersWarehouse TransfersDirect Sales OrdersWMS Qty UpdatesOrder PlanSettlement DetailsPayment

Connectors Used

SFTPDatabase Connector REST Web ServicesSOAP Web Services

Page 13: Batory Foods: Our Path To Digital Transformation

Batory’s First Mule ProjectTimeline

5/1 8/15

Design

Mule Review

Proof of Concept Development

Second Mule Checkpoint

LiveUser Testing

Go Live

Page 14: Batory Foods: Our Path To Digital Transformation

Batory’s First Mule ProjectProject Outcome

Project OutcomeTMS Application Implemented GP and WMS Integrated with the TMSMule Environment easily met the performance requirements

Business OutcomeMore Efficient and Reliable Transportation ProcessesMore Efficient and Reliable Accounts Payable ProcessesMule Environment easily met the performance requirements Improved visibility for customer service and salesGathering accurate transport data

Page 15: Batory Foods: Our Path To Digital Transformation

Batory’s First Mule ProjectLessons Learned

Lessons LearnedComplexity of Flows – Increase the number of flows Complexity of Flows – Remove business logic introduce a Business Rules EngineError Reporting and Recoverability – User oriented e-mails

Page 16: Batory Foods: Our Path To Digital Transformation

Moving ForwardsThe next 12 Months

• Upgrade to 3.7

• Business Rules Engine

Refactor

Page 17: Batory Foods: Our Path To Digital Transformation

• Upgrade to 3.7

• Business Rules Engine

Refactor

• All WMS Integrations

WMS

Moving ForwardsThe next 12 Months

Page 18: Batory Foods: Our Path To Digital Transformation

• Upgrade to 3.7

• Business Rules Engine

Refactor

• All WMS Integrations

WMS

• Upgrade• Replace Point

to Point

ECM

Moving ForwardsThe next 12 Months

Page 19: Batory Foods: Our Path To Digital Transformation

• Upgrade to 3.7

• Business Rules Engine

Refactor

• All WMS Integrations

WMS

• Upgrade• Replace PtoP

ECM

• Integration to Customers ERP

• B2B

WhseCust

Moving ForwardsThe next 12 Months

Page 20: Batory Foods: Our Path To Digital Transformation

• Upgrade to 3.7

• Business Rules Engine

Refactor

• All WMS Integrations

WMS

• Upgrade• Replace PtoP

ECM

• Integration to Customers ERP

• B2B

WhseCust

• Implement SC Planning Applications

SupplyChain

Moving ForwardsThe next 12 Months

Page 21: Batory Foods: Our Path To Digital Transformation

• Upgrade to 3.7

• Business Rules Engine

Refactor

• All WMS Integrations

WMS

• Upgrade• Replace PtoP

ECM

• Integration to Customers ERP

• B2B

WhseCust

• Implement SC Planning Ap

Supply Chain

• New ERP• All

integrations

ERP

Moving ForwardsThe next 12 Months

Page 22: Batory Foods: Our Path To Digital Transformation

• Upgrade to 3.7

• Business Rules Engine

Refactor

• All WMS Integrations

WMS

• Upgrade• Replace PtoP

ECM

• Integration to Customers ERP

• B2B

WhseCust

• Implement SC Planning App

SupplyChain

• New ERP• All

integrations

ERP

• New customer portal

Portal

Moving ForwardsThe next 12 Months

Page 23: Batory Foods: Our Path To Digital Transformation

Moving ForwardsOptions Beyond 2016

• Partner Portal • Increased use of different cloud based solutions• Increased automation between Batory and Supply Chain Partners• Demand Planning • Inventory Visibility

• Add real value to sales process and customer relationship by the use of technology• Leading with the

• Vendor Managed Inventory • Even closer integration, use of Internet of Things technology

• Changing models requiring different types of integration

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Page 24: Batory Foods: Our Path To Digital Transformation

Create Change OrderCreate Change Order

Create Change OrderCreate / Change Order

BR API

BR API

PRO

CESS

Get SOGet

SOGet SOSend

SO

Get Payable

Send Pay

Great Plains ERPGet SOGet

SOGet SOGet

SO

Inv Upd Ship

Manhattan Scale WMS

Partner APIs

Partner Applications

Get SOGet SOGet SOGet SO

Send Sch

SendPayable

Lean Logistics TMS

Scale WMS

ERP

TMS

EDI API

EDI API

Batory Applications

SERV

ICE

APPL

ICAT

ION Cloud Applications

WMS

Business Processes

Data

Business Rules

Carrier Payment

Ship OrderShip Order

EDI TPM

B2B Connect

APIAPI

ECMERP

Page 25: Batory Foods: Our Path To Digital Transformation

Questions?