Enterprise Business Processes and Reporting (IS 6214) MBS MIMAS 3 rd Feb 2010 Fergal Carton Business Information Systems

Last week Requirements for Cucina presentation –Data model, Functionality spec, User interface, reports Importing Excel export into Oracle –Importance of trial and error –Errors can arise with data format (recipient or source file) –Errors often spotted by upload report (no of items, time taken,…) –Compatibility: versions of software (host and destination)

This week Feedback on presentations Data cubes Types of data –Dynamic / Static –Cucina example Soft information Data recording Data storage Deciding what information to collect

Feedback on presentations Keep thinking about the business benefits –In what way will real-time data change the way that Cucina can serve its customers? –How would better visibility of business profit Cucina and their customers Payment options Production schedule (by product) and Despatch listing (by order) Business reporting: COGS and mini P&L Questions will relate to flexibility of your design with respect to business: –Dealing with discount levels for customers –Centralised bill-to address for multiples (Topaz, etc) –VAT changes Functionality specification structured: easy to understand Reporting design –Standard listing, export options, … –Report to screen versus printed?

Example : sales figures Sales dashboard is a key tool: –Allocate responsibility for poor performance with more accuracy –Break down per product / market –Present both volumes, gross revenues and contribution figures Use colour coding to indicate where results are good or bad Use sales maps for visual impact Comparison with: –Budget figures (e.g. weekly figures) –Competitors –Previous period –Same period previous year in case of seasonality

Example of data cubes

Types of data 1 Volume data (production) consumption data (raw material, packaging…) personnel data maintenance data time related measurements productivity data All form the basis of the calculations used to monitor manufacturing activities …

Type of data 2 Primary data: –taken straight from the floor (input and output) –e.g. production, consumption, labour, maintenance –ad-hoc reports - e.g. accidents, defects Secondary data or calculated data: –allocated costs –productivity –pay bonuses –variances High level data: –investigations of variances –soft information about staff morale etc...

Type of data : Cucina What are the types of data you have for Cucina?

Type of data : static What are the types of data you have for Cucina?

Type of data : dynamic What are the types of data you have for Cucina?

Type of data: soft information Data collection - –Grapevine –factory tours (talking and observing) Data storage - –managers’ minds –special reports Data usage: –ad-hoc basis –decision making

Bad data recording No data! Too costly - e.g. in equipment or time not timely - lack of speed (e.g. weekly measure) inaccurate (e.g. procedure not well designed) wrong incentive / instructions given lack of control - open to dishonesty

Data storage Series of ad-hoc systems manual and computer- based (spreadsheet, filed forms…) Dedicated databases for manufacturing data (QC, shipping etc…) Process Control Systems (technical parameters) Other specialised proprietary systems (integration may not be easy). ERP system with its own data structure or fed by existing systems

Deciding what information to collect Information cost + overload mean not all data are useful Some framework can be used – e.g. Critical Success Factors (CSF) Questions that must be answered: –How is it measured and broken down? –How often should it be measured? –Who should know about it? –Where can the data be found? –How should it be presented?