The SF Goodwill Retail

Reporting Data Warehouse

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 1
 Why Build a Data Warehouse?

• Because few affordable POS products

incorporate comparisons to goal and other
cross-departmental reports.
• Because a data warehouse provides control
over what data you see.
• Because data can be integrated with other
management reporting systems for a one-
stop overview of agency performance.
Prepared by Peter Campbell, VP Information Technology, © Goodwill
August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 2
 Project Goals

• One-Stop for Sales and Inventory Reports.

• High-level information including sales to
shipment and performance compared to
goals.
• Web-based, automated reports available
from in or outside of the office first thing in
the morning.

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 3
 POS Requirements

• Logical database structure.

• Easy export of all pertinent data to common
format (text delimited or SQL).
• Automation tools to support hands-off
collection of data.
• Reliable internet connections between all
stores and main office.

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 4
 Warehouse Requirements

• Simple to read, drill-down reporting

• No duplicate data entry - all sales and
inventory to be pulled from POS system;
sales/inventory goals to be entered
annually.
• Standardized design tools - SQL, HTML
and PHP with documentation of all code.

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 5
 Report Features

• High level info summarized at top; drill down

for details.
• Filter reports by store, district, or any
combination.
• Export to Excel by clicking icon for current
page’s data.
• Web-based - available to authorized Intranet
members from office or remote locations.
Prepared by Peter Campbell, VP Information Technology, © Goodwill
August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 6
 Opening Summary Page

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 7
 Reports Screen

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 8
 Cash/Tender Report

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 9
 Inventory Reports

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 10
 Inventory Reports - Color

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 11
 Inventory Reports - Price Point

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 12
 Sellthru Report

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 13
 Sales Goal Report

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 14
 Time of Day Report

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 15
 Exception Report

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 16
 Reporting Toolbar

Tools:Navigation, Export to Excel, Retail

and Promotional Calendars, Help

Report Criteria Selection:Stores, Dates,

Custom Reports, Period to Date

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 17
 Reporting Toolbar (Cont.)

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 18
 Custom Reports

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 19
 Notes

• All work © Goodwill Industries of San Francisco,

Inc., 2003.
• Consulting, installation and customization of these
reports on your system is available.
• Contact:
– Peter Campbell, VP Information Technology
– Goodwill Industries of San Francisco
– 1500 Mission St., SF, CA, 94103
– 415.575.2151 * pcampbell@sfgoodwill.org

Prepared by Peter Campbell, VP Information Technology, © Goodwill

August 12, 2003 Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 20