Estrix Case Study: QlikView BI at Fletchers Bakeries

1. Estrix Case Study: QlikView BI at Fletchers Bakeries Paul Devlin Finance Director Fletchers Bakeries

2. Agenda A case study of the QlikView implementation at Fletchers Bakeries: Introduction to Fletchers Bakeries Our Challenge The Solution The Results Our Conclusions Questions?

3. Introduction to Fletchers Bakeries Four business units throughout the UK, with headquarters in Sheffield: Fletchers Bakeries LBD (Sheffield) (Barnsley) Kara Foodservice Grain D’Or (Manchester) (London) Established in 1895 Turnover of £90m and approx. 1,000 staff Currently owned by Vision Capital Operate in the retail and foodservice markets supplying fresh & frozen bakery products, e.g. breads, pastries, doughnuts & scones Blue chip customers include Tesco, Sainsbury’s & Marks & Spencer

4. Introduction to Fletchers Bakeries Lawson M3 Solution: Flagship Lawson customer for Quickstep Lawson M3 version 7.1 with Smart Client interface Moved from concept to implementation in 7 months Went Live with M3 in 2008 Project Management supplied by Estrix (UK) Ltd Management Information Solution: Agreed to pilot Lawson Business Intelligence (LBI) Quickstep solution using Business Performance Warehouse (BPW) Made use of predefined industry specific reporting in conjunction with the Quickstep solution Post implementation it became clear to us that the BPW/LBI solution was not the right product for Fletchers’ MI requirements

5. Our Challenge Overall management information was weak Three key areas were identified as a start point: Sales Reporting Purchase Price Variance Reporting Material Variance Reporting Short term objectives: Provision of a quick low-cost alternative to LBI Solution to the reporting shortfalls in the three key areas Medium term objectives: Replacement of BPW by reporting directly against M3 database Replacement of LBI through provision of flexible user-friendly interface Provision of a scaleable stable application

6. The Solution Estrix demonstrated the overall QlikView solution Engaged using a “Seeing Is Believing” (SiB) approach: 1 - 2 days no-cost workshop to complete the following: Understand Fletchers’ requirements Define the scope Design a solution Proposal provided by Estrix with clear objectives & success criteria In principle agreement to proceed subject to the results of the SiB meeting our objectives & success criteria 1 - 2 days no-cost development of QlikView solution to deliver: Example applications against Live Fletchers database Security Framework designed Distribution Framework designed QlikView applications demonstrated to us All objectives & success criteria were met

7. The Solution Signed up to full QlikView implementation: 15 days consultancy to include: Installation & configuration of QlikView server & clients Development of QlikView applications directly against our M3 database Implementation of Security Framework & user accounts Provision of training material & documentation End user training sessions Project management £16,500 licence fees: 1 x Small Business Server licence 11 x Named User CALs 20 x Document CALs Solution delivered by Estrix on time and 20% under budget Used only 12 days of the budget Allowed us to add more reports without extending the budget BPW/LBI decommissioned 8 weeks later

8. The Results – Welcome tab Customised welcome screen Application report areas are separated into tabs

9. The Results – How to use tab • The basics for making and erasing selections are explained to the user on a “How to use” tab • Selecting Aug 2008 has a dynamic impact on other selection options

10. The Results – Dashboard tab • Some high level dashboard data with Year on Year comparisons • Other charts are minimised when not in use

11. The Results – Gauges • Gauges show Current week vs Prior week +/-% • Data changes dynamically when Selections are made

12. The Results – Period Selection • Periods are placed at the top of each tab for easy selection • Any kind of period can be accommodated and selected at will by the user, down to week number and day • The charts mirror the selections made

13. The Results – Corporate sales tab • Trend monitoring is vital to understanding the direction of our business • QlikView now gives us visibility of multiple metrics at the same time

14. The Results – Corporate sales tab • Pivot tables give us the extra detail we sometimes require • Drilling down helps us find the source of unusual variances

15. The Results – Items tab • Scatter charts let us quickly identify problem items or item groups

16. The Results – Items tab Current: Lower Sales / Higher Margin Aim: Increase Sales • Scatter charts let us quickly identify problem items or item groups • Using a quadrant analysis we can now target improved sales and/or margin as appropriate

17. The Results – Items tab Current: Lower Sales / Lower Margin Aim: Increase Sales and/or Margin • Scatter charts let us quickly identify problem items or item groups • Using a quadrant analysis we can now target improved sales and/or margin as appropriate

18. The Results – Items tab Current: Higher Sales / Lower Margin Aim: Increase Margin • Scatter charts let us quickly identify problem items or item groups • Using a quadrant analysis we can now target improved sales and/or margin as appropriate

19. The Results – Items tab Current: Higher Sales / Higher Margin Aim: Maintain Sales & Margin • Scatter charts let us quickly identify problem items or item groups • Using a quadrant analysis we can now target improved sales and/or margin as appropriate

20. The Results – Price Variances tab • Price Variance analysis is critical info in times of volatile commodities • Drill down from Product Groups to individual SKUs • Not available in M3 and is very cumbersome in LBI • Now readily available to us in QlikView

21. The Results – Materials Variances tab • Materials Variance focuses operational management on problem areas • Avoids “number blindness” typical of variance reports • Drill down from Product Groups to individual SKUs • Not readily available from M3

22. Our Conclusions We are very satisfied with the results QlikView has given us a solution that: Is simple to operate Has a flexible user interface Permits On-Demand user selections Provides extensive drill-down and analysis capabilities Allows us to identify business improvement areas quickly & easily • Estrix provided: • Expertise in the solution • A clear understanding of our requirements • The ability to translate that understanding into a technical solution • A coherent and solid approach towards implementation • A clear & concise understanding of the costs and resource requirements • Questions?