SmartSuite is an enterprise foundation that integrates and harmonizes POS and Syndicated Data with your internal master data to support business intelligence needs of all departments for consumer goods manufacturers. On this 30 min. Webinar you will hear from Relational Solutions co-founder, Janet Dorenkott as she discusses: Harmonizing POS data with master data to support • Assortment Optimization • OOS & Potential OOS Issues • Post Event Analytics • Event Alignments & more

1. Relational Solutions
Smart Suite
Turning Data into Actionable Information
Janet Dorenkott, Presenter
440-899-3296 x225
janetd@relationalsolutions.com
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Hosted by Karen Kurtzweil
karenk@relationalsolutions.com
440-899-3296 x232

2. Agenda
 Background
 Harmonizing POS Data
 Smart Suite Foundation
 Better Assortment
 Pinpoint OOS & POOS
 Improve Post Event Analysis
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

3. “Top 10
Companies
on the
Move”
BlueSky
Integration
Studio
“Best at
integrating POS
with Internal
data”
Fastest Growing
Businesses
Oracle
Developer of
the Year
Data
Warehouse &
BI Consulting
1996 - 98 1999 - 01 2002 – 04 2005 - 06 2007 - 08 2009 - 10 2011 – 12
2013-
2014
“Data
Warehouse
of the
Year!”
BlueSky “Coolest
New
Technologies”
DataStage
ETL Best
Implementors
Award
Company Background
Informatica’s
Partner of the
Year
Partnering to
support DSMi
NEO Software
Assn. “Best
Software”
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

4. • G a t h e r i n g
• C l e a n i n g
• I n t e g r a t i n g
• J u s t i f y i n g
Why All The Harmonization Issues?
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Big Data, Omni-Channel
& New Data Sources
End User
Requests Change
Data Frequency is
Inconsistent
Data Formats Vary
From Source to Source
You Are at the Mercy of
Retailer Decisions
Constantly Changing
Conditions
POS is Not Always Available
& May Cost Money
Everyone Wants to See
Data Differently
Different Sources?
Different Reliability
Every Retailer Provides
Different Data Elements
Lack of Integration &
Manageability

5. Databases Integration/ETL
Business
Intelligence
• SQL Server
• Netezza
• DB2
• Teradata
• Sybase
• Oracle
• Informix
• RedShift
• Azure
• Hadoop
• BIS - BlueSky
Integration Studio
• DataStage
• Informatica
• SSIS/DTS
• BlueSky
• Cognos
• Business Objects
• MicroStrategy
• Brio
• OBIEE
• Analysis Services
• SPSS
(Predictive Analytics)
Understand Where Things Fit
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

6.  BlueSky Integration Studio (BIS)
 Data Integration, Cleansing & Harmonization
 POS Integrator with Pre-built retailer mappings
 Customizable business rules
 POS Cleansing and validation routines
 Integration objects for Oracle, SQL Server, DB2, Excel, ODBC,
OLEDB, Teradata, Neteeza, SAP, SAP Hana, RL, txt, FTP, Access,
Nielsen, IRI, DSiM, Amazon RedShift, NPD, etc.
 Flexible Data model – Design/Retail Calendars/Report
Matrix
 “POSmart”
 BlueSky Analytics, Viewer, XL Builder
 Control Center
 “TradeSmart”
 BlueSky Analytics, Viewer, XL Builder
 PromoPro
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Smart Suite Foundation

7. Streamlined Data Cleansing and Harmonization
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

8. • Easy Access to
Information & Insights
• Improved Productivity
Streamline Data
Gathering
Wal-Mart/Shiloh
EDI /AS2/Retail Link
Promo/Forecasts
Kroger/Publix
Nielsen/Spectra/RSI
Shipping
Sam’s/Costco
Walgreens
IRI/Mkt6/NPD
EDI, AS2
Social/WebMD
Wholesaler/Dist
Convenience
Productive Meetings
Consistent & Manageable Integration
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

9. Scan Data
Syndicated
Validate, Stage, Cross-Reference
Category Mgmt.
Forecast
Optimization
Market Analysis
Supply Chain Opt.
DC Planning
ERP
Orders &
Shipments
Master Data
Nielsen/TDLinx/IRI
Item Master /
Customer Master
Item
Time
Promos
IRI
Items
Nielsen
Items
Integrate, Map, Harmonize
Cleanse, Apply Rules
Data
HarmonizationPOS, Inventory,
Master Data
Enterprise Demand
Managent
Apply
Algorithms
&
Metrics
Standard Reports
Category Mgmt.
Internal
Reporting
Predictive Analytics
Trade Promotion
VMI / Brokers
Forecasting
Demand Planning
Feed Other Systems
Account Team Reporting
Source Data Integrate & Cleanse Enterprise DSR Analytics & Internal System Integration
Retailer Specific
Sandboxes
Smart Suite Foundation

10. Automated
Harmonization
& Integration
Dashboards
&
Analysis
Plan
Improvement
Trade
• Shipments
• Products
• Plans
• Syndicated
BluSky &
PromoPro• Planning Data
• Shipments
• Consumption
• IRI
• AC
Nielsen
• POS
• Master Data
• Forecast Data
• COGS
• Other
Source Data
Complex
Source Data
TradeSmart Foundation
Integration
Engine
TradeSmart
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

11. What is TradeSmart?
 TradeSmart leverages the Smart Solution Architecture with the automation, integration
and harmonization of various trade components
 Promotion Automation and Analytics solution.
 The intersection of plans, shipments and consumption as it relates to trade promotions
 The ability to accurately analyze the outcomes of trade promotions and compare to
planning expectations across all retail segments
 The ability to understand whether or not promotions were properly executed and the
amount of retail compliance
 The common repository for all historical promotions which enables multi-year
analysis/comparison of trade spend initiatives
 The ability to feed results to other systems – planning, supply chain, predictive,
merchandising, etc.
 TPI – Trade Promotion Intelligence
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

12. Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
BlueSky Integration Studio

13. BlueSky Suite
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
Analytics
For The Power User & Data Scientists
Viewer
For The Explorer
Dashboard
Executives & Other Users
Mobile
i Pad’s / Androids

14. BlueSky XL Builder
Easily create queries
with Bluesky Worlds
Combine data from
disparate sources
Automatically creates
Pivot Tables
Have multiple queries in a
single Workbook
Use Excel formulas and
formatting
One-click refresh with
security
60 minute training
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

15.  Rule-based system. Allows for a streamlined process where ROI
calculation is consistent and accurate
 Process driven capabilities allowing visibility to non-compliant
events
 Insight into planned spending & retail execution by event or
product & it’s visible up the hierarchy
 Uses cost information to understand your true margins and
contribution
 Provides visibility to historical pricing to protect against margin
erosion
 Shows “sell-through” and gives supply chain visibility by
incorporating shipments
 Improved JBPS. Joint Business Planning Sessions
Benefits of TradeSmart?
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

16. Improve JBPS with Retailers!
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015
 Revenue is not the whole picture
 Revenue – COGS – Trade Spend = ROI
Dollars
 What are your initial margins? How far
can you afford to discount?
 Did having too much cause margin
erosion in non promoted weeks?
(subsidize regular sales unnecessarily)

17. BlueSky Report for JBPS
Winner for
Retailer but
not Supplier
Winner for
Supplier but
not Retailer
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

18. Post Event Report
- Understand if cannibalization is happening across Brands.
- How does price impact volume?
Buns are
cannibalized
when Biscuits
are promoted.
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

19. PromoPro – Fine Tuning Promotions
• Group Promo PG’s into Events
• Create event at Retail
• Realign Promo PG’s dates and Events
• To align with sales
• Override base and incremental by Event
• Override base/incremental values when needed
• Allocate Spend to Units
• In order to not double count units sold, spend must
assigned to units
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

20. PromoPro Essential workflow interface to
allow fine tuning of promotion
alignment with shipments,
plans and consumption.
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015

21. Stay Connected & Informed!
 Follow our Relational Solutions Training Blog
http://www.relationalsolutions.com/blog
 Join Demand Signal Repository Institute Group on
 Watch our Training & Video’s on
 Relational Solutions Channel
 Follow POSmartBlueSky & JanetAtRSI on
 Follow Relational Solutions on
 Like Relational Solutions on
 Contact Janet Dorenkott 440-899-3296 x225
Janetd@relationalsolutions.com
 Connect with Janet on
Property of Relational Solutions, Inc. By Janet Dorenkott June 2015