The SF Goodwill Retail Reporting Data Warehouse August

The SF Goodwill Retail Reporting Data Warehouse August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 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 onestop overview of agency performance. August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 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. August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 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. August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 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. August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 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. August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 6

Opening Summary Page August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 7

Reports Screen August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 8

Cash/Tender Report August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 9

Inventory Reports August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 10

Inventory Reports - Color August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 11

Inventory Reports - Price Point August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 12

Sellthru Report August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 13

Sales Goal Report August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 14

Time of Day Report August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 15

Exception Report August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 16

Reporting Toolbar Tools: Navigation, Export to Excel, Retail and Promotional Calendars, Help Report Criteria Selection: Stores, Dates, Custom Reports, Period to Date August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 17

Reporting Toolbar (Cont. ) August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 18

Custom Reports August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 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 August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. 20