1. Enterprise Business Processes and Reporting (IS 6214) MBS MIMAS 23rd Feb 2011 Fergal Carton Business Information Systems

2. 2 weeks ago Arbutus breads feedback Feedback on Cucina deliverables 4th Feb Cucina exercise 2010 feedback Reporting skills Integration definitions Reporting example – Northwind Accounting and Finance Resource Center

3. This week Organisational goals constrained by time and cost Soft versus hard goals Systems link operational processes to reporting Visibility / control for customers Reporting example – Northwind database Exercise: Apple iTunes Gift card reporting Social networking event : exploiting features while protecting your reputation (LinkedIn, FaceBook,...) –How many interested?

4. Organisational goals Sales and marketing Order processing Production planning Warehouse management Manufacturing Distribution / logistics Customer Service Accounting and Finance Information Systems Human resources

5. Goals constrained by time and cost Sales Revenue target achievement within budget Order processingBooked orders within sales period Production planningMinimise inventory levels but avoid stock outs Warehouse mgtRight product available at right time and right place ManufacturingFulfil production schedule with available resources Distribution / logisticsDeliver on time / complete with available resources Customer ServiceCustomer repairs, and on site service within budget Accounting /FinanceRevenue targets within expenditure limits Information SystemsApplication and server uptime with resources Human resourcesAdequate resources available with right skills

6. Soft versus hard goals Performance goals are soft (flexible) –“Stretch” goals –Eg. revenue to increase by 5% (target) –Unpredictability of demand creates uncertainty –Target gets “harder” when promised to shareholders Control systems requires hard data –Sales orders drive revenue reporting –If actual orders recorded have increased by 4.5% Is the goal missed or achieved?

7. Systems link data to reports Processes define data collection procedures Data dictates what type of reporting is possible Reports give control or visibility Visibility may open up new areas for decision making –Budget or forecast data –Should soft data be included? Can this be turned to the advantage of customers?

8. Visibility / control for customers? Currently on order? Specific order status Outstanding amount due Discounts available / promotions Loyalty schemes Cross selling...

9. Processes collect data for reporting Route optimisation Cost of goods sold Contribution of products Cost of inventory / raw materials Cost of transport Commission payments Working capital Promotion of goods...

10. Reporting examples Sales (both $ and volume) by product Sales (both $ and volume) by category of product Sales (both $ and volume) by customer Sales (both $ and volume) by country Sales (both $ and volume) by product isolating any discount given. Total expenditure on freight by shipping company and by country Average cost of a shipment per country Sales (both $ and volume) by supplier Sales (both $ and volume) by country of origin of product

11. Northwind order details