Erwin Moeyaert Belgium Enterprise Requirement Planning Business Intelligence.
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Transcript of Erwin Moeyaert Belgium Enterprise Requirement Planning Business Intelligence.
Erwin MoeyaertBelgium
Enterprise Requirement PlanningBusiness Intelligence
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AgendaWhat is an ERP System ?DemoWhat is Business Intelligence ?Demo
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What is ERP
Facilitates Company-wide integrated Information Systems Covering all functional Areas.
Performs core Corporate activities and increases customer service augmenting Corporate Image.
Organizes & Optimizes the data input methodologies systematically.
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The Current Scenario
Islands of informationDifficult to get timely & accurate informationHeterogeneous Hardware & Software platforms &
practicesPoor connectivity between different organizational
locationsSticking with obsolete technologyResist to changeLack of proven man-power to develop integrated
software
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Why ERPFor Management – to know what is happening in
the companyOne solution for better ManagementFor cycle time reductionTo achieve cost control & low working capitalTo marry latest technologiesTo shun the geographical gapsTo satisfy the customers with high expectationsTo be Competitive & for survival
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Definition Of ERP
Software solution that addresses all the needs of an enterprise with the process view of an organization to meet the organizational goals and integrate all the functions of the enterprise
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Evolution of ERP 1960’s - Systems Just for Inventory Control
1970’s - MRP – Material Requirement Planning (Inventory with material planning & procurement)
1980’s - MRP II – Manufacturing Resources Planning (Extended MRP to shop floor & distribution Mgnt.)
Mid 1990’s - ERP – Enterprise Resource Planning (Covering all the activities of an Enterprise)
2000's – ERP II – Collaborative Commerce (Extending ERP to external business entities)
2010 ERP via Internet facilities
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ERP – Expectations
Integrating all the functions
Integrating the systems running in all the locations
Transparency of information using a single data source across the organization
Software must be responsive Modular Flexible Easy to add functionalities Provide growth path
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Integration of Information Systems
Local purchasing, invoice verification
Inventory managementInternal sales, shipping
and billingProfit/loss Capacity utilization
Information Systems:Project MgmtInventory Purchasing SalesBudget Cash Management
Manufacturing Head Quarters Marketing/Sales
IS messages
Sales, shipping and billing
Purchasing of trading goods
Inventory Management
Customer service
IS messages
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Changes of Customer Information
Customer Representative
Change customer master data
Sales Manager
Schedule customer
visit
Credit Manager
Increase credit limit
Product Manager
Prepareproduction
Please Accept my new order for 1000
more sets
LaunchWorkflow
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Supply Chain
Raw Materials Suppliers
Processing Plants
Assembly Plants
Service Centers (warehouses)
Retail outlets
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Finance Balance sheetCapital Costs
Machines Operating resources Human resources
Purchasing Production Sales. Procurementmarket
Managing Resources
ControlProfit/Loss
Integrated Supply Chain
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Subsystems of ERP
Financial AccountingLogistics and WarehousingSales & MarketingPurchasingAccounts Payable/ReceivableBill Of MaterialsMaster SchedulingMaterials Requirement PlanningCapacity Requirements Planning Shop Floor ControlHuman Resources
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• General Ledger• Financial Reporting• Costing• Budgeting• Accounts Payable• Accounts Receivables• Controlling• Investment Management• Cash Management
Accounting
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Accounting Processes
Operational management level Production of transactions Paychecks, invoices, checks,
purchase orders
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Management Control Processes
BudgetingAnalysis of allocations, expenditures, revenues
Cash managementCash flow analysisWhat-if analysis
Capital budgetingInvestment management
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ERP Financial Accounting Module
External reportingSet by general accounting standardsLegal requirements
Includes accounts receivable subsystemInterfaces with cash managementMonitors accounts and updates, handles payments,
creates due date lists
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Management Accounting Modules
Information on variances between planned and actual data
Key activities
Cost center accounting Internal orders as a basis for collecting and controlling costsActivity-based costing of business processesProduct cost controlling for profitability analysisProfitability analysis by market segmentProfit center accounting of individual areas of organization
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Sales and Marketing
• Lead tracking• Sales forecasting• Customer management• Sales Order management• CRM – Customer Relationship Management
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Sales Process Sales orders.
– Direct sales.
– Pre-sales.
– Rate applications: prices, discounts and price limit controls.
– Reserves of goods in warehouse for unprocessed orders.
Delivery note.
– Automatic creation from pending order lines.
– Automation of the outgoing orders (according to stocks, with rules of priority by expiry, location, etc).
Invoicing process for all types of invoicing:
– immediate,
– delivered goods, order completely delivered.
– Periodically, (weekly, fortnightly, monthly).
Reports of orders, sales order supplied, delivery notes, invoices, orders not invoiced, details of invoicing
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Customer Relationship Management
Provides sales force with management tools
Sales activitySales and territory managementContact databasesLeads generation and monitoringcustomer visit reports Knowledge and information resource management
CRM data accessible through data warehouse
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Enterprise Database
------------------
ProductsPrice
New order
Invoices
Shipments
Inventory
Purchase order
Filled orders
Vendor list
Payables……………etc
List of vendors
Product data
Purchase orderReceived orders
Update record
Order released /Pending
Receipt/Pending Payments
Payable vendor receipt
Payment data
Update dues/payablePayments
Statements /Invoice
Invoice, Dispatch
Purchase orderUpdate vendor
list/rating
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Warehouses and storage binsStock products in multiple unitsPersonalized product attributes in the warehouse (color, size,
quality description, etc.).Lot and serial numbers.Restocking control.Traceability configurable by productMovement among warehouses.Physical inventory. Inventory planning. Continuous inventory.
Warehousing
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Some of the major sub-systems of the production module are:-
Material and capacity planningQuality managementCost managementConfiguration managementEngineering data managementEngineering change controlTooling
Production Management
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Production Planning and Manufacturing Processes
Operational-level processesDaily activities
Purchasing Acquire correct quantity of raw materials and supplies
Receiving Inspection of delivered products and processing
Quality control Monitoring of receivables and identification of unacceptable deliveries Monitoring quality of production goods
Inventory management Maintains appropriate levels
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Material Resource Planning
Processes:
Identify stock neededCalculate lead time for stockDetermine safety stock levelsAssign most cost-effective order quantitiesProduce accurate purchase orders
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Capacity Planning
Evaluation of production capacity against production goalsRequires manufacturing order informationCreates time-phased plans for product and production
areaProduction schedulingEstimates human resource needed
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• Recruiting• Compensation• Assessment• Development and Training• Planning• Payroll
Human Resources
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ERP HR ModulesComponents
HR Management Personnel records Resumes
Benefits administration Links employee data to actual benefits Allows selection from group of benefits
Payroll Paychecks, tax reports, accounting data
Time and labor managementEmployee/Manager self service
Travel reimbursement Personnel data and benefits changes Training class
Advantages Of ERP
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Advantages Of ERP Package
Highly Graphics based User Interface. Zero Down time/ planned down time. Readymade solutions for most of the Problems. Only Customization required. Integration of all functions ensured. ROI earlier than the software developed in-house. Easy enterprise wide information sharing. Suppliers and Customers can be on-line communication. Knowledge transfer between industries guarantees innovation. Automatic adaptation to new technology.
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Embrace New Technologies
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Internet/Intranet enabled
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TransportersTransporters
BanksBanks Vendors Vendors
CustomsCustoms Retailers Retailers
Electronic Data Interchange
EDIElectronic Data Interchange
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Data Warehousing
Business Intelligence
Mountains of Data
From Operational Systems ERP (Enterprise Resource Planning)
Sales/Order Inventory
Customer Relationship Management (CRM)
Web Sites Orders Click-stream
External sources ( Nielsen NIS…)
What is BI?
The process by which an organization
manages large amounts of data, extracting pertinent information, and turning that information into knowledge upon which actions can be taken.
Benefits of BI Improved performance based upon timely and
accurate information Elimination of guesswork Expedited decision making Early visibility of changes:
Customer buying patterns Supply chain activity Financial arrangements
“Single Version of the truth” Accurate, timely data available to all levels of
the organization
To Note:
Although we call it Business Intelligence, the concepts and techniques are applicable to almost any organization including those in health care, biotech, education, government …
BI Activities
BI applications include the activities of: decision support, query and reporting, online analytical processing (OLAP), statistical analysis, forecasting, and data mining.
BI Users
There are many different users who can benefit from business intelligence Executives Business Decision Makers Information Workers Line Workers Analysts
MetadataRepository
MetadataDatabas
e
Data QualityRepository
DataQuality
Database
BI Reporting
Predefined Reports
Interactive reports
OLAP
DataWarehouse
ODS
ADS
DataMART
Data Acquisitionand
Integration
Source Data
Operational Application
User
Public Folders
Storage Group
General View BI Actions
Data Flow from Transaction to Warehouse
Simplified Structure
Necessary for Fast, Powerful
Reports
1 - Data Input viaApplications to transaction databases
2 - Data transfer from transaction system to data warehouse via Extract-Transform-Load (ETL) Tool (i.e. Talend)
3 - Data Output via Business Intelligence Tool (OLAP,Jasper Reports)
Some Components In The BI Toolkit Reports (Example)
Commonly needed data can be structured in a set of pre generated reports made available to large numbers of users
Flexibility can be given to users through ad-hoc querying and filters
Cubes (Example) Multi-dimensional, allowing the user the view the data from multiple
angles Interactive, giving the user the ability to change what is viewable on
the fly
Charts & Graphs (Example) Graphical Representation of data Commonly used in presentations and statistical analysis
Dashboards (Example) Actively updating graphical displays that provides business users
with updates on key metrics Some dashboards provide drill through capability, allowing users to
start with summary data and dive in to the details
Report Example
Cube Example
Chart/Graph Example
Dashboard Example
Multi-Dimensional Databases
Measures Any quantitative expression Some are designated as Key Performance Indicators (KPI) Appropriate to the business process.
Dimensions How we describe the measures:
Product/Customer/Region/Time These are the “By’s “What were our Customer Sales by Product Line by Region by
Quarter for the past two years?”.
OLAP
What is OLAP ?
On-Line Analytical Processing Ad-hoc reports Slice & Dice Drill-down (hierarchies) Drill-through (details)
Multi-Dimensional Databases
TimeJanuary
April
March
February
May
February
Margin
Measures
UnitsSales $
Cost
ProductsStrong Cola
Paper Towel
Beef Stew
$6,745
Beef Stew
Margin
“For Beef Stew, show me the margin for February”
OLAP: An Example
BI FutureOne of the fastest growing segments of ITLess likely to be outsourcedMay exist in business units rather than ITKnowledge/understanding of the organization is
the key
Jobs
Economical Jobs Data Analyst
Business Analyst
Functional Analyst
Marketing Analyst
IT Jobs Report Developer
Data Modeler
ETL Developer
Data Architect
Data Warehouse Designer
Data Warehouse Developer
Data Warehouse Administrator
Database Administrator
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