Effektivare produktuppföljning med QlikView

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1 Effektivare produktuppföljning med QlikView

2 Föreläsare och ämne Bakgrund Niclas Lundin Drygt 10 år som revisor på Arthur Andersen och Deloitte 1,5 år som CFO för Obducat På Skånemejerier sedan början av 2011 Roll/ Funktion Började som Group Controller (ny funktion), CFO sedan i somras Ämne Utveckling av BI på Skånemejerier Personlig relation till ämnet Ansvarig för ekonomifunktionen, inkluderande controlling och BI

3 Skånemejerier nyckeltal 2010 Nettoomsättning (MSEK) Resultat efter finansnetto (MSEK) Soliditet (%) 43.8 Medeltal anställda 705 Invägning (Mkg) 390 Antal mjölkleverantörer 537 Betalningsförmåga 365

4 Skånemejerier - historik 1964 Skånemejerier grundades av fyra lokala mejerikooperationer. Total produktion 200 Mkg mjölk 1970 Lansering av Bravo juice samt fruktyoghurt 1979 Ostproduktionen koncentreras till Kristianstad 1987 Fusion med Ljungby Mejeri 1991 Fusion med Helsingborgs Mejeri 1994 Lansering av ProViva 1996 Allerum introduceras som ett premium-varumärke 1996 Joint venture 50/50 mjölkpulverproduktion med Falköpings mejeri 2008 Hjordnära mejeri återupptar sin verksamhet i ny regi 2009 Mjölkupproret i Skåne 2010 ProViva AB säljs till Danone (51%) 2010 Skånemejerier förvärvar Lindahls 2012 Lactalis förvärvar Skånemejerier

5 Nuvarande struktur Skånemejerier ekonomisk förening Skånemejerier 100% Skånemejerier AB 5% 90.1% 90.1% 94.3% 100% Hjordnära AB Lindahls Mejeriprodukter AB Östgöta Mjölk AB Skånemejerier Ost AB 5% 50% 50% Associated companies (21 50%) Svenska Ostkompaniet HB 90% Ostexperten HB Proviva AB (49%) AB Västgöta Mjölkförädling (50%) Lögismose A/S (33.3%) Skånemejerier Storhushåll AB (50%) Skottorps Mejeri AB (45%) Ej aktiva dotterbolag: Ursprung AB 100% Skånemejerier APS 100% AB Påhlssons mejeri AB 100% Kågeröds Mejeri AB 100% Stockholms Mjölk AB 100% Andra långfristiga värdepappersinnehav: Nordisk Rebalance ca. 10% Swedish Oat Fiber AB 16%

6 Bakgrund och problemområde Tidigare komplicerande förutsättningar? Kooperation där ägarna också utgör leverantörer av mjölkråvaran Leverans- och mottagningsplikt Färskvaruproblematiken: Mjölk <-> Ost alt. industri Nya komplicerande förutsättningar? Ökad komplexitet i produktportföljen Innovationsföretag många lanseringar Närmare 400 aktiva produkter Ökad komplexitet i bolagsstrukturen Komplexa och svåröverskådliga transaktionsflöden => Var tjänar vi pengar? Var tjänar vi inte pengar?

7 Ökad komplexitet i transaktionsflöden Intressebolag SM Storhushåll AB (50%) ProViva AB (49%) AB Västgöta Mjölk (50%) Lögismose A/S (33%) Skottorps Mejeri AB (45%) Skånemejerier ek för Hjordnära AB (90,1%) Lindahls Holding AB (90,1%) Östgöta Mjölk AB (94,3%) Skånemejerier Ost AB (100%) Ostkompaniet HB (50%) Ostexperten HB (5%)

8 Bakgrund och problemområde (forts.) Vilka var de främsta utmaningarna i organisationen? Informationstillgången Fåtal personer behärskar BI-verktyget För mycket tid på att ta fram information, för lite tid till analys Informationsuppfattningen En världsbild? Informationsintegriteten Koppling BI-analys och redovisning Drar vi rätt slutsatser?

9 Ett behov av förändring Value Hög tillgänglighet (enkelt) Stort användande Samlad världsbild Integrerad information Mer tid för analys Möjlighet till re-modellering Expert användande Komplexa transaktionsflöden Långa utvecklingstider Öar av information Mycket tid för insamling Time

10 Resultatet (WIP) Applikationer Datalager GL Order Product Costing Currency Rates Affärssystem M3 No. 11

11 Logica är ett ledande internationellt IT-tjänstföretag 36 länder 30 orter i Sverige medarbetare varav i Sverige Stark lokal närvaro och internationell kapacitet Omsättning ,9 miljarder GBP Outsourcing utgör 43% av omsättningen Sverige utgör 15% av omsättningen No. 12

12 BI Vision Monitor What happened? What is happening? Analyze Why did it happen? Could it happen again?

13 Requirements first, then the solution Strategies and goals Organization al needs Strategy Breakdown & Articulation Goals Prio. KPI Workflow Business Rules Business Requirements Prio. KPI Objectives CSF Management methodologies Functions & Roles Method Solution Requirements Solution Design Information and technology Info need Data Definitions Source System & Environment Analysis Metrics Modeling Model Components Standards

14 Competing approaches Harmonization High Data Warehouse concept Samlad världsbild Integrerad information Möjlighet till re-modellering Low Application concept Hög tillgänglighet (enkelt) Stort användande Möjlighet till re-modellering Low High Integration

15 QlikView Scenarios Logicas framework for balancing TTM V.S TCO with QV allows clients to gain business value with short TTM without compromizing the TCO. Solitary Application Business Intelligence Front End Application Business Discovery Logica 2010 Business opportunities with QlikView No. 16

16 Solitary Application Scenario Business Challenge Typically this scenario originates from single functions, processes or sub-processes in the organization. Key questions are how to: Increase the added value for the recipient of the output Increase the efficiency of work performed Increase the quality of the decisions made Stakeholder & Priorities The stakeholder is typically a Line of Business Manager and Time to Market is often considered a critical success factor. In many cases this leads to a low(er) priority of scalability and reusability aspects of the solution. Architecture & Implementation The scope of the assignment is normally focused around Delivery Stage with limited efforts spent on the Definition Stage activities. From an architecture perspective the favored design would be a 1 or 2 tier solution, depending on how versatile the information scope is. In most cases the largest group of users of a BI solution require simple reports that contain exactly the information they need. Often it will start with a standard report but grow into a need for more detailed or additional information. Based on signals discovered in the standard reports investigation of the causes of specific situations or trends occurring in the business are triggered. Based on a selected information set, further exploration of that information is required by drilling, slicing and dicing scaling up to new information requirements. Competency Requirements Analyst Application Designer Application Developer Logica 2010 Business opportunities with QlikView

17 Business Discovery Scenario Business Challenge Typically this scenario originates from strategic levels in an organization with a requirement to analyze and (re)model business. Key questions are: What is important for us? How do we measure it? How do we act to get there? Stakeholder & Priorities The stakeholder is typically the CXO and a holistic view corporate performance often considered a critical success factor. In many cases this leads to need for a vast array of information to integrated and brings the issue of business terms definition and harmonization to the table. Business analysts and researchers that use the BI solution to simulate new business models or marketing strategies. In many cases these users do not know beforehand what data they exactly need to perform their simulations and predictions. That is why this user group requires maximum flexibility from the front-end to acquire data at different levels of granularity and structure. In many cases raw data is extracted to use in sophisticated data mining technologies. Results are fed back into the BI solutions and are used by the other user categories in future reporting and analytics. Logica 2010 Business opportunities with QlikView Architecture & Implementation The scope of the assignment is initially focused around Strategy and Design Stages to define the business drivers and the requirements on a supporting architecture. From an architecture perspective the favored design would be a 3 tier solution since it provides flexibility in keeping the data model separated from the business model. Competency Business Analyst Information Architect Requirements Analyst Application Designer Application Developer

18 Front End Application Scenario Business Challenge Typically this scenario originates from a central IT with requirement to ensure manageability and service quality. Key questions are how to: Increase availability Increase cost efficiency Increase information quality Stakeholder & Priorities The stakeholder is typically the CIO and a holistic view on the TCO for the Enterprise Architecture often considered a critical success factor. Since reusability and manageability are virtues in this quest the conceptual structure and the modularity of the solution becomes prioritized areas. Architecture & Implementation The scope of the assignment is initially focused around Design Stage to define the architecture design and covers all the subsequent stages. From an architecture perspective the favored design would be a single-tier solution since it provides manageable point-to-point application portfolio. Competency Enterprise Architect Information Architect Requirements Analyst Application Designer Application Developer Depending on the maturity of the existing BI solution investments in architecture and infrastructure have to be taken into account. Logica 2010 Business opportunities with QlikView

19 Both are components of the system Logica 2010 Business opportunities with QlikView 20

20 Thank you Niclas Lundin, Skånemejrier Jonas Linders, Logica Logica is a business and technology service company, employing 39,000 people. It provides business consulting, systems integration and outsourcing to clients around the world, including many of Europe's largest businesses. Logica creates value for clients by successfully integrating people, business and technology. It is committed to long term collaboration, applying insight to create innovative answers to clients business needs. Logica is listed on both the London Stock Exchange and Euronext (Amsterdam) (LSE: LOG; Euronext: LOG). More information is available at