Optimizing_Process_Flow_Integrator_for_Faster_People_and_Technology_Results
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This document discusses how The Cheesecake Factory uses ProcessFlow Integrator (PFI) to optimize their business processes. Some key points: - The Cheesecake Factory operates over 170 restaurants across the US and has over 32,000 employees. - PFI is used to develop end-to-end process cycles and integrate the company's people, processes, and technologies. This has improved efficiencies by automating manual tasks. - Examples are provided of how PFI is used for large data processing, managing multi-system processes, and acting as a trigger for other systems. - PFI applications at The Cheesecake Factory include invoice processing, regulatory reporting, payroll time
Optimizing_Process_Flow_Integrator_for_Faster_People_and_Technology_Results
- 1. Optimizing ProcessFlow Integrator for Faster People and Technology Results Tim Salaver, MBA, PMP, CSSMBB Manager, Corporate Systems The Cheesecake Factory Incorporated
- 2. About Us The Cheesecake Factory Incorporated created the upscale casual dining segment in 1978 with the introduction of its namesake concept The Company operates 171 full-service, casual dining restaurants throughout the U.S. in 37 states plus D.C. 157 restaurants under The Cheesecake Factory® mark 13 restaurants under the Grand Lux Cafe® mark One restaurant under the RockSugar Pan Asian Kitchen® mark The Company operates two bakery production facilities in Calabasas Hills, CA and Rocky Mount, NC that produce over 70 varieties of quality cheesecakes and other baked products 32,200 Employees 2
- 3. Our Products and Services 3
- 4. Learning Objectives During this session, attendees will learn: About ProcessFlow Integrator’s (PFI) capabilities in developing end-to-end process cycles About The Cheesecake Factory people, processes and technologies used to build our PFI’s How to use PFI’s within a structured development environment 4
- 5. Our Lawson History 2000 – Installed Lawson Financials 7.2 2001 – Installed Lawson HR 7.2 2004 – Upgraded Lawson Environment to 8.1 and Financials/ HR to 8.0.3 2004 – Installed Lawson Supply Chain 8.0.3 2010 – Upgraded to Lawson Apps 9.0.1.3 and LSF 9.0.1.3 2010 – Initiated PFI Development 2011 – Upgraded to LSF 9.0.1.6 2012 – Implementing Position Management and Cheesecake Self-Service 5 Copyright © 2011 Infor/Lawson. All rights reserved.
- 6. TCF Lawson Eco-system 20 Lawson Modules 61 Applications and Services 2 Cloud-based Applications 39 External Applications and Services 20 Internal Applications and Services 366 Interfaces and Integrations Corporate Systems Architecture Documentation Lawson Global Context Diagram Application Architecture Interface Architecture Data Flow Diagram Desktop Procedures 6
- 7. Our Business Challenges “Our upgrade to Lawson 9.0.1 allowed us to build automated end-to-end processes moving 40 million transactions, increasing the business capabilities through PFI” Before After 150 manual and desktop- Finance & HR data loaded more based processes efficiently Notifications are sent from kick-off Reactively correcting processes 1,500 errors Errors corrected prior to import 45 systems and into Lawson applications required ETL processes Increased data integrity Coexistence with customers’ PFI became ETL platform and existing processes primary trigger solution Users had access to raw Increased controls by eliminating data files which could be user access to raw data files manipulated 7
- 8. Our Solution: Leverage Lawson PFI! Solve Standard Workflow Opportunities then… Get Creative! Leverage PFI for Large Data Set Processing Leverage PFI to Manage Processes Requiring Activities From Many Systems, Solutions, and/or Services Leverage PFI as a Trigger Build reliable and scalable solutions that improve efficiencies, drive effective processes and move accurate and consistent data 8
- 9. PFI for Large Data Set Processing Leveraged PFI’s Event Driven Service Bus Architecture Granular services strung together to form a broader enterprise service including: Invoking Transaction-based Lawson jobs Invoking SQL Code for large scale data manipulation Invoking SSIS for data transfers Invoking DTS for large scale data mapping Invoking technology that is better suited for large data sets PFI is scalable to the resources of the tools, technology, infrastructure and architecture 9
- 10. PFI For Process Management Leveraging Lawson forms and data Notifications ProcessFlow Approval Routing Application Runtime Transfers of Records Invoke Trigger Connector PFI Designer built Business PFI code to RMI Process Service initiate Audit Trail process PFI APIs Activity Nodes Records based processing Adapter Update RMI Update object Application status, e.g Application . APIs, MI Approved programs, Web Services or Lawson Adapters 10
- 11. PFI with Design Studio As A Trigger When needing technology collaboration When processing is better suited for another technology When relying on set based processing (SQL Node) As a standard front end for user initiated tasks (Design Studio interface) When using third party scheduling tools Leveraging PFI for end-to-end processing will determine when to use PFI as the trigger and allow for better suited technologies like DTS or SSIS for heavy data processing 11
- 12. TCF ProcessFlow Integrator Applications Inbound Outbound Purchasing Regulatory Reports Card, Utility, R&M, and Capex Management Reports Payment Processing 401K Employee Information Restaurant Back-office Integration Positive Pay Invoice Imaging Report Contract Invoice Administration Invoice Remittance Report T&E Expense Distribution and payment TALX Export Lawson Security AP160 ACH processing Payroll Time Load 12
- 13. Example: From Restaurant to Corporate PFI kicks off Data Transformation Service (DTS) process to map restaurant records for AP and GL inbound processing Once the conversion files are created another PFI is run to process AP520 Invoice Conversion Distribution Conversion The PFI also processes GL165 for 4 trans types From one input file to five output files, the PFI processes over 50,000 records each week 13
- 14. Example: From Restaurant to Corporate The Opportunity Over 7,000 invoices are processed in the restaurants for payables management. Went through normal AP520 job with a file conversion performed in excel There were several jobs to process all the invoices for batches of restaurants so this was time-consuming The data from the restaurants created invoices as well as journal entries No visibility to invoice errors, requiring manual reconciliation from restaurants to corporate 14
- 15. Example: From Restaurant to Corporate DTS package maps the conversion files for AP520 and GL165 Job is performed weekly to convert back-office data to Lawson invoices and journal entries The PFI process takes 20 minutes for 7,000+ invoices with 22,000 distributions from 171 restaurants throughout the US 15
- 16. Example: Time Load Prep The Opportunity Each restaurant has 180 – 200 hourly employees. Time records stored in POS systems as employees clock in/out Processed weekly Over 65,000 records are generated by the restaurants and transmitted to corporate Individual PR530 jobs were time-consuming Errors/exceptions processed separately 16
- 17. Example: Time Load Prep Runs automatically continuously to pull in time data from 170 locations over a 12 hour period with no intervention The job is scalable 17 Copyright © 2011 Infor/Lawson. All rights reserved.
- 18. Example: From Corporate to Restaurant The Opportunity Over 100,000 employee personnel transactions are processed annually in the company’s decentralized restaurant POS system New hires were processed into an MS Access database which created the Employee Load PFI Significant turnover in the restaurant industry creates a large number of HR Personal Actions (i.e. Hires, terms, transfers, profile changes) Employee data was entered on a form and entered manually into two systems Not Real-time 18
- 19. Example: From Corporate to Restaurant Cheesecake Self-Service (CSS) Replace restaurant POS HR functionality Develop HR Self-Service functionality similar to MSS to process manager activities, drive employee personnel actions, implement position management, and interface with restaurant POS system PFI’s drive real-time technology to process 100,000+ annual personnel events for 32,000+ employees Position Adds Employee Inquiry New Hires Primary Position Change Employee Borrows Employee Transfers Employee Profile Changes Address Emergency Contact Employee Terminations Automated Lawson Security Provisioning of 700-800+ users through PFI Manager Proxy Functionality 19
- 20. Example: From Corporate to Restaurant Core MSS 20
- 21. PFI Enables Full End-to-End Process Integration and Automation PFI is an excellent platform for application integration Efficient and effective use of people, process and technology resources Rapid company growth created automation opportunity Scalable Users process thousands of records at the click of a mouse Saves time Core Lawson application functionality heavily used within PFI’s High-volume Processing Windows technology complements Lawson tools Microsoft Data Transformation Services (DTS) Microsoft SQL Server Integration Services (SSIS) Transact SQL PFI Standards and Procedures Accurate and consistent data PFI’s have limited the need to modify core Lawson functionality The Cheesecake Factory continues to stretch Lawson’s capabilities 21
- 22. TCF- Summary of Improvements Examples Manual* Automated From Restaurant to Corporate: 7,000 3 days Less than 20 minutes restaurant invoices Time Load Prep 4 days Less than 12 hours Employee Load 1 day Less than 2 minutes Payment Reconciliation Did not exist Less than 5 minutes From Corporate to Restaurant: 7 to 31 days Less than 9 minutes 100,000 Personnel Transactions Regulatory Reports 1 month Less than 2 minutes Lawson Security set-up (per person) 2 hours Less than 2 minutes *Not done completely manual as Lawson standard jobs were used, but each step/job had to be processed individually. 22
- 23. The Development Team and Inforum 2012 Presentation Credits Presentation created by Tim Salaver, Manager, Corporate Systems, The Cheesecake Factory Troy Thompson, Director, Corporate Systems, The Cheesecake Factory PFI development by Troy Thompson, Director, Corporate Systems Shaurav Ojha, Systems Analyst, The Cheesecake Factory Damon Harvey, Systems Analyst, The Cheesecake Factory George Graham, Consultant Eugene Sarabia, Consultant Bill Alt, Senior Consultant, Xerox Consultant Company, Inc. (ACS) Presentation contributions from Jim Rasmussen, SVP, Technology and CIO Cheryl Slomann, VP, Finance and Controller Ashley Hanscom, Director, Accounting and Financial Reporting Horace McCoy, Business Analyst, Corporate Systems Lisa Shaw, Payroll 23
- 24. Q&A Tim Salaver, MBA, PMP, CSSMBB Manager, Corporate Systems Information Technology Department The Cheesecake Factory tsalaver@thecheesecakefactory.com (818) 871-5891 www.thecheesecakefactory.com 24
- 25. 25 Copyright © 2011 Infor/Lawson. All rights reserved.