Horizon Long Term wins Foundation project 26 September 2013 Executive Summary 2 Significant BI presence in business functions like Commercial Strategy, Sales Planning, Finance and Operations Changing business dynamics Lack of confidence
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Horizon Long Term wins – Foundation project 26 September 2013<br>
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Executive Summary 2 Significant BI presence in business functions like Commercial Strategy, Sales Planning, Finance and Operations
Changing business dynamics Lack of confidence on the data impacting decisions
Feeling in Business “How do I improve efficiency and decision making using BI?“ Absence of a central repository for cross department and cross-territory analysis
Excessive analysis using Excel Governance driven BI program is critical
Need for flexible approach aligned with changing business dynamics SPHE has the most mature BI footprint across SPE
Strong Ad-hoc reporting capabilities
Horizon Short Term win and Performance Tuning initiatives under taken Implementing an unified SPHE view - enabling end to end informed decision making capabilities
Implementing improved governance across the stakeholders with right roles and skills Facts Emotions Negatives Positives Creative Control Objective – To implement the foundation projects identified as part of the assessment done in the Horizon Long Term BI Strategy<br>
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3 3 GCSP GSD GCI Business Dev Finance Automated Title Matching Integration of DMA, subjective data, etc. Overall planning automation COMMON SPECIFIC Accuracy and Availability of External data Multi Channel Industry View (Physical & Digital) Global Sales View Global Customer P&L 360 degree analysis on Financial, Sales and Retailer view Account Optimization Simplify measuring of new business models like Joint Ventures, Licensing, etc. Ability to mine and evaluate preferred customers Category Analysis Product Optimization BI Needs of the Departments Controls and Compliance for Horizon Financial and Marketing Spend Insights Marketing Operations Automated Retail and Manufacturing Operations KPI Scorecards Search functionality for comps Market Correlation Global Operations View Global Financial Insights Single view of data (title and customer) Ability to track costs per SKU Customer and Financial Insights Post tracking and performance mechanism<br>
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Proposed Solution – Foundational Projects This project would be executed in the following 2 Phases to implement the foundational projects that would help us deliver the BI needs of the departments across HE:
Phase 1 (November 2013 to March 2014)
Phase 2 (April 2014 to July 2014) 4<br>
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Financial Summary 5<br>
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Benefits 6<br>
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Timeline 7<br>
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Governance Where we were
147 Demand Requests and growing
Fulfill all requests from everyone without vetting overall value to the business
No one is happy because of long lead time for delivery
BI Investment not being realized
No Governance structure in place 8 Where we are today
Established a core executive working group – Horizon Steering Committee to review all Demand and prioritize work for Horizon
Reviewed all Demand in conjunction with IT Foundation projects
Rationalized 147 items to 43
Developed a BI One Page CBA for all prioritized Demand
Finalized 4 Key Initiatives from 43 to be completed in the next 6-9 Months
Agreement on allocating 50% capacity to IT Foundation Projects and balance to be used to deliver the 4 key initiatives
Formal Capacity/Demand Review process now established
Standard BI Engagement Model established for new work/demand<br>
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9 Short Term Roadmap (Post Foundational Projects) Q1 – Year 1 Q2 – Year 1 Business Opportunities Foundation Revisit BI Governance Data Reconciliation Process BO Universes Cleanup Common Business Language Sales & Planning Mktg. Ops Finance Marketing Spend Universe Upgrade Multi Channel Industry View (Digital Data Integration + Rentrack UV data) Title Master Formation - Automated Title Matching Migrate Excel Models to Horizon (GSD & GCSP) Global Customer P&L Data Model Clean Up and Metadata Product Master Formation Proactive Error Trapping and Handling Strategic Tactical CDS Stabilization Track Costs per SKU Global Title P&L Global Operations View – Aggregated Data Layer Centralized Metadata and Lineage<br>
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10 Mid Term Roadmap Q3 – Year 1 Q4 – Year 1 Q1 – Year 2 Q2 – Year 2 Business Opportunities Foundation Sales & Planning Mktg Ops Finance Migrate Excel Models to Horizon (GSD & GCSP) Global Sales View – Aggregated Data Layer Category Analysis ACN Competitive Data Integration Mine and Evaluate Preferred Customers Account Optimization What If Analysis One View of Marketing Data Customer and Financial Insights 360 Degree Analysis of Financial, Sales and Retailer View Strategic Tactical Track Digital Performance – Quality of delivery, Price Point Analysis, etc. CDS Stabilization (Continued) Retail / Shipments Data Integration Track Costs per SKU (Continued) Global Customer P&L (Continued) Global Title P&L (Continued) Information Life Cycle management Explore Dashboards and Visualization Review and Revisit Strategy Possibly support for Category Captain Data Mining and Predictive Analytics Automated Retail and Manufacturing Operations Scorecards<br>
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11 Long Term Roadmap Q3 – Year2 Q4 – Year 2 H1 – Year 3 H2 – Year 3 Business Opportunities Foundation Sales & Planning Mktg Ops Finance Global Financial Insights Integration of new sources of data (As per departmental requirements) Simplify Measurement of Business Product Optimization Marketing Analytics - Market Correlation, comparison analysis, post tracking and performance analysis Enterprise Planning Tool Strategic Tactical Review and Revisit Strategy<br>
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12 Recommended BI Organizational Structure BRM per LOB SPE ADM TCS ADM BRM Lead BI SDM BI - SDM BI Manager BA’s PM SME Functional Architect Design Authority Data Modeler Tech Lead Focus on Strengthening the Architect Layer – SPE Data and ETL Architect Roles to be fulfilled Business Champions Business Business Leads<br>
