Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we...
Transcript of Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we...
![Page 1: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/1.jpg)
Frank Cole, Director Application Development, PAG
Roger Panfil, President, RDC Biz
Penske Automotive: Delivering Graphical Sales and Service Indicators With the WebFOCUS 8 Dashboard)
1
![Page 2: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/2.jpg)
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
2
![Page 3: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/3.jpg)
Presentation Agenda
3
• 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
![Page 4: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/4.jpg)
4
![Page 5: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/5.jpg)
5
Penske Automotive Group: Who we aren’t…
When you hear the name PENSKE you probably think of:
But, that’s not us…
![Page 6: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/6.jpg)
6
Penske Automotive Group: Who we aren’t…
You might think of Penske Racing…
That’s not us either…
![Page 7: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/7.jpg)
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.
7
![Page 8: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/8.jpg)
Vehicle Brands
![Page 9: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/9.jpg)
The Business Opportunity
9
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.
![Page 10: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/10.jpg)
PAG & WebFOCUS 7.7x
10
Architecture and Current Usage
![Page 11: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/11.jpg)
PAG Business Intelligence Architecture
11
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
![Page 12: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/12.jpg)
12
PAG Self Service Application
HTML EXCEL
AHTML
![Page 13: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/13.jpg)
PAG & WebFOCUS 8.0
13
Dashboard Design & Development
![Page 14: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/14.jpg)
14
Moving to the Dashboard Era…
Users were creating manual dashboards… collaborated with IT
to embark on dashboard project
![Page 15: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/15.jpg)
15
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
![Page 16: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/16.jpg)
16
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
![Page 17: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/17.jpg)
17
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
![Page 18: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/18.jpg)
18
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
![Page 19: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/19.jpg)
19
Design: Excel KPI Mockup & Data Preview
![Page 20: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/20.jpg)
20
Design: Balsamiq Mockup Tool
www.balsamiq.com
![Page 21: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/21.jpg)
PAG’s WebFOCUS 8 Dashboard
21
Key Features & Functionality
![Page 22: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/22.jpg)
22
WebFOCUS Automation: Sales Dashboard
![Page 23: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/23.jpg)
23
WebFOCUS Automation: Service Dashboard
![Page 24: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/24.jpg)
24
Key Features & Functionality: Comparator Header
The parameters selected on the comparator heading drive all of the reporting objects displayed on the dashboard, across tabs.
![Page 25: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/25.jpg)
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
![Page 26: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/26.jpg)
26
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.
![Page 27: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/27.jpg)
27
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.
![Page 28: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/28.jpg)
28
As users resize the Dashboard, the graphs follow suit!!
Key Features & Functionality: Auto Re-size
![Page 29: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/29.jpg)
29
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
![Page 30: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/30.jpg)
30
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
![Page 31: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/31.jpg)
31
Key Features & Functionality: User Flexibility
![Page 32: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/32.jpg)
PAG & WebFOCUS 8
32
Self Service
![Page 33: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/33.jpg)
33
PAG’s Revitalized Self-Service App
![Page 34: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/34.jpg)
Tips, Hints, & Tools
34
Lessons Learned
![Page 35: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/35.jpg)
35
Documentation
Is a MUST:
• Requirements
• User
• System
• Vision Scope
Document
• Functional
Specification
• Design Specification
![Page 36: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/36.jpg)
36
Dashboard Design
Stephen Fewwww.perceptualedge.comISBN-13: 9780596100162
![Page 37: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/37.jpg)
37
Dashboard Design
Stephen Fewwww.perceptualedge.comISBN-13: 9780970601971
![Page 38: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/38.jpg)
38
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.
![Page 39: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/39.jpg)
39
Mobile Testing Tool
Electric Mobile Studio 2012 by Electric Plumhttp://electricplum.com
![Page 40: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/40.jpg)
40
Horizontal or vertical, the
application will mimic an iPad
or iPhone
Electric Mobile Studio 2012 by Electric Plumhttp://electricplum.com
Mobile Testing Tool
![Page 41: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/41.jpg)
Meet The Team
41
The people behind the magic
![Page 42: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/42.jpg)
42
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
![Page 43: Penske Automotive: Delivering Graphical Sales and Service ... · Penske Automotive Group: Who we are… Penske Automotive Group (PAG) •Is the 2nd largest publicly traded automotive](https://reader033.fdocuments.us/reader033/viewer/2022053118/609c0a30a1e284077d37fa79/html5/thumbnails/43.jpg)
43
QUESTIONS?
Roger Panfil267-625-6336 (M) [email protected]
Frank Cole201-325-3449 (O)[email protected]