#JDEINFOCUS

Todd Wilson – Clif Bar – SVP, IT

Adam Crigger – Preferred Strategies – President

August 22, 2018

Session# JDE-105690

The Clif Bar Journey with Data

#JDEINFOCUS

Agenda

• Introductions

• Preferred Strategies Overview

• QuickLaunch Overview

• Clif Bar & Company Overview

• Background and Architecture

• ROI

• Live Demonstrations

• Q&A

#JDEINFOCUS

Preferred Strategies

• Founded 2002

• Focus on market-leading Reporting and BI software

• JD Edwards Reporting/Analytics accelerators

• Partnership

STRATEGY

PRODUCTS

SERVICESSTRATEGY

#JDEINFOCUS

QuickLaunch Transforms JDE Data for the Business

JD Edwards: 4,000 Tables & 80,000+ Fields

Table Names: i.e. F0101

Fields Names: i.e. MCMCU

Julian Dates: 118031

No Decimals: 12345

Fiscal Calendars

Subledgers

UDC’s

13 JDE Modules => 100+ Tables

Translate Tables: i.e. Address

Translate Columns: Business Unit

Convert Julian Dates: 1/31/2018

Calculate Decimals: $123.45

Fiscal Calendars i.e. Calendar, Fiscal A, 445, etc.

Create Subledger lookups (Address, BU, etc)

Include UDC Descriptions & Cat Code Renames

#JDEINFOCUS

What’s included in QuickLaunch for JD Edwards

DirectConnect

Data Prep Data Modeling Reports

Data Governance - Translation of data into business friendly format

• Real-time Analytics

• Direct Connect QuickViews

• Operational Data Store ETL Packages (SSIS)

• Enterprise Data Warehouse ETL Packages (SSIS)

Metrics Governance – Single Version of Truth• Microsoft SSAS Tabular Model

• Security

• 25 Perspectives

• 200 Relationships

• 2,500 Fields

• 1,500 Measures & KPI’s

• Financial Account Hierarchies

ODS

EDW

Instant Analysis and Visualization with QuickLaunch Reports• Build JDE reports in minutes

• 25+ Power BI Reports

• 25+ Power BI Templates

• Income Statements & Balance Sheets (SSRS)

• Excel Templates

JDE Data

#JDEINFOCUS

Clif Bar & Company

• Founded 1992

• Berkeley, CA

• Healthy, nutritious snacks

• Privately-held

• Values-based

• Double digit CAGR for 12 years

• Outsourced manufacturing for 24 years

#JDEINFOCUS

Aspirations & Ingredients

Asp

ira

tio

ns

Ing

red

ien

ts

#JDEINFOCUS

Clif Bar Timeline

1992 Today

World A7.3

1998

E1 9.0

2011

E1 9.1

2014

E1 9.2

2020

Sales

Challenges

- New to manufacturing

- Accelerated timeline

- 24x7 support

- 3x number of employees

- Values-based Company

#JDEINFOCUS

New Bakery ScopeReceiving & Warehousing:

• Receive raw ingredients

• Quality check & COAs

• Location Routing

• Transfer to Bakery

• Putaways (Allergen, dry, wet, packaging)

• Staging

Product Data Management:

• BOMs

• Engineering Changes

• Costing

• Formula/Recipe Management

Learning Management:

• Safety Training

• Equipment Training

• Other Training

Accounting:

• AAIs

• Direct/Indirect Costs

• Accounts Payable

• General Ledger

• Fixed Assets

Planning:

• Ingredient planning

• Packing planning

• Production Scheduling

Procurement:

• Supplier Management

• Procure materials

• Approval Routing

• Payment

• EDI

Finished Goods:

• Consume pallets

• Location Routing

• Microholds

• Traceability

Shipping/Transportation:

• Load-building

• ASNs

• In transit visibility

Asset Lifecycle Management:

• Fixed Assets

• Spare Parts

• Preventative Maintenance

• Maintenance Requests

Quality:

• SPCs: Weight, Temperature, Packaging, Water tightness

• Metal detector

• COAs

• Issue resolution

• SQF Certification

• Quality Auditing

Operations:

• Kitting

• Mixing

• Baking

• Packaging

• Verification

• Cartoning/Casing

• Palletizing

• Labeling

Facility:

• Building Management System

• Video Surveillance

• Alarm System

• Telecommunications

• Cell repeater system

• Facility Access

People:

• Timeclocks

• Payroll

• PTO

• Intranet

• Help Desk support

Continuous Improvement:

• HMI/Supervisory Controls

• Line Status/Area Control

• Historian

• Metrics/Alarming

#JDEINFOCUS

New Bakery Architecture

Enterprise One

WonderwareSafetyChain

SomaxUltiPro/Novatime Alchemy

SharePoint

AIM

RFGen

GXSDocusphere

RMS

E-Solutions

ShoreTel

Pelco Facility

Motorola

Alarm

Receiving &Warehousing

Product Data Management

Accounting

Planning Procurement Operations

Quality

Finished GoodsShipping &

Transportation

Asset Lifecycle

Facility

People

Continuous Improvement

Staging

Training

ACS

Oracle PS

Enterprise Data Warehouse

InTouch - Operations – Quality – Historian

Financial – SOP – Fixed Assets – Inventory – Warehousing – Procure to Pay – Planning – Transportation – Manufacturing - PDM

#JDEINFOCUS

Methodology

• Mirrored Implementations• Replicate development where possible

• Leverage SDLC documentation and talent

• Extend ROI analysis across sites

• Segregate differences from development, where possible

#JDEINFOCUS

The Analytics of ROI

Twin Falls to Indianapolis MES Cost Bridge

$3,823,807

$95,804 $131,664

$102,240

$160,043

$3,334,056

$272,500

$724,000

$287,000

$974,444

$3,025,000

$1,375,000

$1,650,000

$-

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

$3,500,000

$4,000,000

Total Indy Proposal Line Status & AreaControl

Public Displays Add'l Travel Palletizer Labeling Twin Falls Total Cost Original Indy Estimate

Extended Functionality

Differences from Twin Falls

#JDEINFOCUS

The Outcome

• Metrics• 3 million bars per day• 800 million bars per year• 70% of production is now internal• All quality metrics have improved• OEE increased from 60% to 70%

• Goal: 85%

• Advanced analytics: Quality, CI, Planning, Finance, Sustainability

#JDEINFOCUS

Learnings• People

• Executive support• Compelling Direction• Quality partners• Cross-functional buy-in

• Tradeoffs• People Aspiration• Decisions in a vacuum

• Communication• You can never communicate enough

• Don’t underestimate training• 3 languages• Steep learning curve• Adoption of simplest changes were hardest

#JDEINFOCUS

Analytics Maturity

Descriptive

Diagnostic

Predictive

Prescriptive

Va

lue

Difficulty

What

happened?

Why did it

happen?

How can we

make it happen?

What will

happen?

#JDEINFOCUS

Analytics Structure

IT

• Architecture

• Platform Development

• Data Integrity

• Change Management

• Security

• Technical Training & Support

• Data Science Program

Sales

CoE

Operations

CoE

Finance

CoE

• Business Analysis

• Report Standardization

• Report Development

• Self-service Ad-hoc

• Master Data Governance (Item)

• Data Modeling

• SMEs with CI focus

• Business Analysis

• Report Standardization

• Report Development

• Self-service Ad-hoc

• Master Data Governance (Customer)

• Data Modeling

• SMEs with CI focus

• Business Analysis

• Report Standardization

• Report Development

• Self-service Ad-hoc

• Master Data Governance (Org)

• Data Modeling

• SMEs with CI focus

Center-led

2017 2018 2019

Training/ Architecture

Change Management

Continuous Improvement

Lean

Gaps

#JDEINFOCUS

Analytics Roadmap

#JDEINFOCUS

Quick Launch & Power BI

QuickLaunch ROI

- out-of-the-box, but flexible

- built on source of record (E1)

- performance

- ease of use

Inventory

Power BI

- rapid deployment

- extensible across data warehouse

- enables Centers of Expertise

- Microsoft Enterprise Agreement

G/L

A/R

Shipments

A/P

Sales

MES

H/R

Community

#JDEINFOCUS

Power BI / Quick Launch Demo

Mockup for Demonstration Purposes