Maximize the Power of Your ERP Data
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The document discusses how to maximize the power of ERP data using G2 software. It describes how G2 interfaces with ERP data and provides dashboards, filters, and management by exception (MBE) tools to analyze large volumes of ERP data. The presentation provides examples of using filters, dashboards, and MBEs to identify issues like decreasing sales. It explains that MBEs automate monitoring of key metrics and only notify users of exceptions, allowing them to focus on business issues rather than reviewing extensive reports. The document argues that G2 tools can help users more effectively monitor business challenges and resource limitations in an evolving marketplace.
Maximize the Power of Your ERP Data
- 1. Maximize the Power of Your ERP Data 2016 AFS User Conference
- 2. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Anitha Prabhu Anitha has over 10 years of experience with AFS Technologies, spanning the areas of support, implementation development and product management She is a Certified Public Accountant, and is also a member of the Institute of Chartered Accountants of India. Michael Scott, VP Product Management & Development – AFS G2 Michael has over 25 years of experience of experience in CPG, manufacturing, process improvement and software development. He studied engineering and management at the Georgia Institute of Technology. Speaker(s)
- 3. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Agenda • G2 and ERP • Business Challenges • Reviewing your data • Dashboards • Filters • Management By Exception • Which one to use • Challenges Review 3www.afsi.com
- 4. ©2016 AFSTechnologies, Inc., Proprietary and Confidential G2 and ERP • ERP Data is updated at set intervals into G2 • Data includes: • Sales • Profitability • Drop Analysis • Budget Analysis • Market Penetration • Purchases • Data includes (cont): • Account Receivable Aging • Account Payable Aging • Sales Billbacks • Purchase Billbacks • Distribution • Sales Dates 4
- 5. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Challenges • Business challenges • Sales, always sales… • More moving parts. Business evolves rapidly, things change quickly • Competition is fierce • Resource challenges • Fewer people overseeing much more business than in the past • Tools can solve this, if you know how to use them • Data challenges • Granularity, volume and timeliness of data are both an advantage and a disadvantage to many users 5
- 6. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Reviewing Your data • You have a lot of data… and it’s getting bigger • You have to effectively be able to view, analyze and digest all of this data. Throw out the things that don’t matter and focus on the issues • You have reports, right? Well, you don’t want to have to print those out and review each one, every time the data changes do you? • You need a way to easily review large volumes of data, quickly, easily and effectively 6
- 7. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Evolution of Data Analysis Canned reporting Descriptive Monitoring Predictive Analytics Prescriptive Analytics 7 • Where are you? • We are talking about Monitoring today • Dashboards & MBE
- 8. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Our Example • Our sales are suffering vs last year. We need to know why… • How can we figure out why? 8
- 9. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Analysis in G2 • Demo of a few different ways do show the data • Solution Tab • Filter • Dashboard • MBE 9
- 10. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Solution Tab • You can look directly at the solution tab, but do you really need to see all of those columns. The answer is no. • I can use Toggles and Unit of Measure to reduce the columns 10 • That’s better
- 11. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Filters • That’s great, will my users to have to do that each time? • Yes, you can save as it a filter and when you load it, you get exactly what you had before. • (We also can include our filters to get you started) 11
- 12. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Filters • Pre-Built best in class filters included • Filters organize G2 data in easy to digest, easy to use pre-built reports • We can make these even easier… How.. with MBEs 13
- 13. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Dashboards 14 • Dashboards • Great for Summary Data • KPIs • Exceptions • But you still have to monitor them • Passive MBE
- 14. ©2016 AFSTechnologies, Inc., Proprietary and Confidential What is MBE? • Management by exception (MBE) is a practice where only significant deviations from a standard are brought to the attention of users. The idea behind it is that management's attention will be focused only on those areas in need of action. When they are notified of variance, users can hone in on that specific issue and quickly correct the issues. If nothing is triggered, then everything is going according to plan. • You use these MBE indicators every day 15
- 15. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Management by Exception Root Cause AnalysisRoot Cause Analysis Review Root Cause Analysis Root Cause AnalysisRoot Cause Analysis Recommended Actions KPIs Guard Rails Business Rules Frequency Levels of sophistication, increasing value Exceptions by email, dashboard TPM Retail TPM FS RE WMS ERP Root Cause AnalysisRoot Cause Analysis Automatic Resolutions
- 16. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Which one to use? • You want to be able to only deal with exceptions. • MBE allows you to only be notified when there is a problem. • You can think jump directly to the filter in G2 that shows you more detail • MBE allows you to dramatically increase your view without killing yourself • Use the tools you have available to make life easier
- 17. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Challenges Review • Business challenges • Sales, always sales… • G2 can quickly an easily identify problem areas, while they are still able to be corrected • More moving parts. Business evolves rapidly, things change quickly • G2 is dynamic which means you can create new filters or MBEs in a matter of seconds • Complex data can be easily viewed by any number of hierarchies/areas • Competition is fierce • MBEs ensure users spend less time on the computer and more time with customers 28
- 18. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Challenges Review • Resource challenges • Fewer people overseeing much more business than in the past • G2 allows you to focus on business and use Filters and MBEs to notify when something goes out of bounds. • G2 MBEs allow you to monitor huge number of metrics and only see the ones with issues • Tools can solve this, if you know how to use them • G2 can quickly and easily provide insights • Pre-Created and custom filters (user-defined) take the learning curve out of G2, almost any use can load a filter and review the results • More advanced uses can perform deep analysis if needed 29
- 19. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Challenges Review • Data challenges • Granularity, volume and timeliness of data are both an advantage and a disadvantage to many users • By allows the user to chose one or more hierarchies, the use can condense huge volumes of data into a manageable package • MBEs can monitor data automatically for exceptions, as the data is updated, freeing up your time to focus on business 30
- 20. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Conclusion • MBE and other G2 features can help you gain more insights from your ERP (and other) data while using the product less
- 21. ©2016 AFSTechnologies, Inc., Proprietary and Confidential Thank you Q & A Next Session: ERP Techniques: Food Show Management and Special Orders