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Manufacturing IT  The smart money is onbusiness intelligenceSustainable manufacturingCan industry build on itsgreen initiative?Materials handlingForklift truck accidents:the harsh reality 
Manufacturing didn’t create thecredit crunch, but it has tofind ways to survive it
march 2009
Life
saver
 
B
usiness intelligence (BI) softwaremay have been around a few years,but it’s still causing confusion inmanufacturing circles. Operationsdirectors, managers and their ilk are unclearwhat value it brings, given that most alreadyhave systems perfectly capable of generatingspreadsheets and reports. If the goal isbusiness improvement, what intelligence dowe want from our businesses – and how might a BI system help to turn that into action,where others have failed?All fair points. Which is why
WorksManagement 
, with sister title
ManufacturingComputer Solutions
, staged the first of its2009 IT Forum roundtable events last monthat Gaydon’s Heritage Motor Centre to examineBI: its value, where it works and how to get the most out of a system. Sponsored by Infor,SAP and Zebra Technologies, the event brought together invited manufacturingmanagers, who joined independent business,manufacturing and IT consultants and twopresenters – Darren Dowding, senior businessanalyst for Cosworth Racing (now in phasetwo of its global SAP implementation) andNigel Pendse, BI guru and author of ‘The BISurvey’.First, what is a BI system? For most purposes, it’s a system that provideshistorical, current and predictive views of business operations, with analysis, reportingand drill-downs, using data collected (usuallyfrom multiple internal and external systems)into a data warehouse, or directly inoperational systems.What do manufacturers think? Our ownonline research among your peers paints amixed picture. We find, for example, that about one third of manufacturers arecurrently using BI, with another 10% planningimplementations, but half with no plans.Among users, significant numbers are not only using BI for financial analysis andbusiness/capacity planning, but also tounderpin S&OP (sales and operationsplanning), forecasting and even productionplanning and purchasing management.Indeed, well over half describe BI as very orfairly important across these central functions.Perhaps most surprising to non-users,52% say BI is as mission critical as ERP,while no fewer than 72% believe that “BI isabout closing the loop betweeninformation and action” – indicating that the phrase is not merely marketing speak.On the other hand, non-users’ top reasonsfor shunning BI include what they see asperfectly adequate spreadsheets, followedby existing reporting software or ERPsystem reports – although budget isanother issue. Interestingly, very few of this group see BI as complicated, but a fargreater number of existing users believecompanies aren’t spreading adoption of BIbecause managers think employees wouldfind BI too complex. That said, amongusers and non-users alike, one third still believe BI is more hype than reality.So is BI hype? Views were less polarisedbetween manufacturers and IT vendors thanmight be expected. Cosworth’s Dowding, forexample, while agreeing that hype is an issue,insisted: “BI is about getting the right data tothe right people, in line with what your
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March 2009
www.worksmanagement.co.uk
Business intelligence systems have come a long way since the introductionof executive dashboards. Brian Tinham reports from last month’s IT Forum
Slash your requirements andget the thing live withinthree months
Nigel Pendse
 Smart 
business
 
www.worksmanagement.co.uk
March 2009
27
Manufacturing IT 
Business intelligence
business is trying to do.” And Richard Neale of Business Objects (now part of SAP), agreed –but with the caveat that, for many purposes,that rules out spreadsheets. Why? “Because you don’t know where the data came from, orhow out-of-date it is.”And Chris Field, consulting manager withInfor, while conceding that Excel has perfectlygood pivot tables, added that as soon as youneed additional dimensions, such as customeror currency, you’re in the wrong tool. He alsoinsisted that ERP reports, similarly, have theirlimits. “ERP was designed around the task of getting data in fast, and spreading it aroundorganisations. But if you want to slice anddice information by product type, you needsomething else.”Manufacturers are pragmatic souls andMike James, production director of rail fastenings manufacturer Pandrol UK, spokefor many when he asked: “Why not go talk topeople in the business and get theinformation that way?” He also expressed thewidely held concern that releasinginformation without context to others couldopen a can of worms.Fair points. All agreed that BI is nosubstitute for face-to-face contact, hence thevalue of S&OP meetings. However, it’s plainthat, where companies are geographicallydistributed and/or where complexity and timeget in the way of informed discussion, BI toolsare invaluable for providing unambiguousinsight.And here are some other pointers. Nigel Pendse: “BI is good for confronting newchallenges and determining best directionsfor companies entering difficult markets.”Cathie Metcalfe of Gradient Consulting:“Sometimes BI tools can give management fresh perspectives.” Cosworth’s Dowding:“Part of BI’s value is communicating keyinformation and helping to guide behaviour.It’s also about shocking people withinformation.” John Hammond of SAP: “BI canprovide an early indicator of impendingproblems for senior management.” And SAP’sNeale: “BI replaces the manual processes of collecting data.”
Pace of performance
Already, it’s clear that BI has multiple roles, soit’s time for Pendse’s observations, based oneight years of BI surveys, the latest among2,150 respondents. One of his most interesting statistics: “86% of those with BIwould like to deploy it more widely – so theythink it’s worthwhile. However, what most complain about is slow query performance.”Odd though it may seem, while Google returnsresults searched against most of the world’sdata in a fraction of a second, it transpiresthat many BI systems take more than 10 timesas long to do their work – which turns off users and brings systems into disrepute.Pendse suggests looking at in-memory BIsystems, such as QlikView and TM1, which,although small, are fast.Other useful guidance notes:manufacturers that choose BI systems basedon multi-product competitive evaluationsgain more benefits and record fewer failures.Pendse suggests talking to business users, not IT sponsors or IT vendors – and certainly not relying on project specifications “that request the bleeding obvious”. What matters most, hesays, is getting the right shortlist (“so it doesn’t matter which one you choose”) toserve middle management – “not whichdashboard looks prettiest”.Not that anyone decries dashboards(screens with summarised and personalisedmetric views, usually with drill-downs andquerying). As SAP’s Neale says: “A dashboardis a perfectly valid way of providinginformation to business users, but so arereports and spreadsheets that sit on top of  your information supply chain. It’s about getting views that are fit for purpose.”Just so, but as Pendse cautions, don’t patronise your managers – you’ll limit theirviews of the KPIs they need. And two othergems: if you have to train people to use thesystem, you’re likely to fail; and get yourinitial system in quickly. “Slash yourrequirements to the minimum, and get thething live within three months. If you don’t,the project will lose funding, or you’ll end updelivering something the business no longerneeds,” warns Pendse.So how is Cosworth tackling its BI project?Dowding explained that his company took aphased approach – getting its SAP ERP systemimplemented across all four businesses andtwo continents as quickly as possible, beforerevisiting it in terms of data, metrics andanalytics. Speaking of this second phase, hesaid: “Our objectives were to gain a betterunderstanding of past performance and usethat to predict the future. But we also wanteda system that would be as easy to understandfor the guys on the shopfloor as for themanaging director. And we wanted integratedmeasures driven by data from our ERPsystem.”Dowding believes that reconciling laggingindicators (such as supply chain performanceor waste) with leading indicators (sales ordeliveries) is critical, and warns that there areseveral stages to achieving that. First isidentifying the measurements required, andsecond is “understanding that data is only asgood as your least competent user”. Hence hisemphasis on the need for business analysis todetermine the right KPIs and thus what dataneeds to be collected and analysed. Hencealso his focus on education and training.Beyond these, he advises users to plan forthree further aspects: capturing data (ideallyautomatically), publishing exceptions andenabling decision-making.But there’s more to this than meets theeye. So much depends on whether the goal isincremental and essentially inward-lookingmanufacturing and business processimprovements (against parameters such as
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