HUSCO Intl Presentation 5/9/12

1. Stepping into BI, Driving Better Decisions David Surtees Director of Information Services HUSCO International Waukesha, Wisconsin

2. Agenda Emergence of Business Intelligence at HUSCO BI Platform Evaluation Implementing the Chosen BI Solution Early BI Benefits Lessons Learned Questions & Answers

3. Emergence of Business Intelligence at HUSCO

4. HUSCO International Hydraulic control valves for industrial vehicle and automotive markets Customer-specific solutions superior to competitors’ generic valves 6 manufacturing plants in North America, UK, China and India 1200 employees worldwide with 700 in offices www.huscointl.com

5. Systems Environment Infor Baan IV ERP – sole data source Oracle 10G database Crystal Reports No OLAP cubes Extract ERP data with stored procedures developed in PL/SQL. IT staff of 4 people dedicated to our business system.

6. Technical Challenges No programmers in house Limited experience with data warehouses Crystal Reports dumped data into error-prone spreadsheets New automotive division mushroomed data volume and complexity Growth from 3 to 6 plants worldwide caused scalability and performance concerns Too many different ways to solve the BI problem

7. BI Platform Evaluation

8. First BI Steps at HUSCO Have educated users for years about BI (with limited success) Built support via pilot program that produces global inventory reports Early users understood the contents and the value of the reports Early reports led to more user requests

9. HUSCO’s BI Goals Focus on one area of the business to start Simplify report writing Eliminate manually merging Excel sheets Avoid staffing large IT effort Drive better business decisions

10. Evaluation Process Technologies Evaluated Actuate / BIRT Oracle BI Suite Evaluation Committee Database administrator Director of Information Services Requirements set by initial users – Materials Management, Purchasing

11. Actuate Won the BI Platform Evaluation Reasons for Selection User self-service Users can manipulate data as they wish Support for many data sources; not tied to a specific database Flexibility of input with Java and JavaScript Can start small without spending a fortune up front

12. Actuate Selected as BI Platform Report Server Actuate BIRT iServer on Windows Actuate security Development Tools Actuate 11 suite BIRT Interactive Viewer BIRT Studio BIRT 360 Dashboards BIRT Data Analyzer BIRT Spreadsheet

13. Implementing the Chosen BI Solution

14. BI Rollout Issues Data Warehouse Used Oracle consultant to build data warehouses Data warehouse updated daily and weekly Creating Data Set Users slow to specify needs Scope shifted as users saw BI capabilities Took 5 months to spec and create initial data set Reports and Applications Used Actuate for guidance on complex reports Reports run on demand

15. Objectives of Inventory Reports Predict when and where shortages could occur Reduce inventory turns Track up to 20-week lead times on parts Compare and validate data from various suppliers Avoid adding headcount to capture and aggregate data

16. Deploy Inventory Reports 40 initial users, 34 of which are materials managers Initial reports are for purchasing and inventory control Adding supply chain users: expediters and purchasing agents 20 reports deployed with 150 reports and dashboards planned

17. Early Returns from Inventory Reports Inventory levels and costs trending downward as people trust the data Can now view inventory levels in various locations and systems New reports replace error-prone spreadsheets and manual processes Better visibility has led to consistent measurements and strategies worldwide

18. BI Visibility Has Attracted Attention We are adding reports and dashboards for: Purchasing Sales Days sales outstanding Accounts receivable Cash flow BI now has the attention of HUSCO executives

19. Early BI Benefits at HUSCO

20. Single Version of the Truth One source for decision data No more islands of info No two people should show up at a meeting with different data No decisions should be made using incorrect information

21. User Self-Sufficiency Easy report navigation Easy to run and view reports East to export data Easy to do further analysis

22. Technical Benefits Write and maintain just one report for all locations Cleaned up underlying data and complexity Provide consolidated view to users Much easier to make complex reports and dashboards More intuitive UI and navigation Easy to link reports and sub-reports via drill-down

23. Lessons Learned

24. Culture Change Takes Time People are used to assembling and checking data in Excel It takes months for people to trust a new solution and its data …but they eventually see the power of having one version of the truth

25. Leverage Professional Services Spread the use of outside services out across the life of the project Get some training, put it into practice, then come back for more Use outside services to help you make informed decisions

26. Take Things One Step at a Time Start small and show results to prove value and get management buy-in Break BI projects into discrete, digestible phases Don’t buy the ultimate dream and spend a fortune up front

27. Questions & Answers David Surtees [email protected]

28. Stepping into BI, Driving Better Decisions David Surtees Director of Information Services HUSCO International Waukesha, Wisconsin