Supply Chain Management Jan de Jong Microsoft Worldwide Industry Manager Retail jandej@microsoft.com Agenda Retail Industry Background Improving the Supply Chain Microsoft Strategy for Improving the Supply Chain Impact of GDS/RFID in Optimizing Supply Chain Oracle Beats Out SAP For Retek: Now It's About Retailers With a clearer landscape, retailers will accelerate spending to address their enterprise “ application replacement strategies only if vendors work to increase value, improve core functionality, and raise the level of merchant thinking in their products. The Takeaway: The software vendor that figures out how to blend merchant thinking (the blend between functionality, workflow, demand intelligence, and usability oriented toward how a retail merchant works day-to-day) with the right level of core functionality will be the successful leader of this changing market. Scott Landon, AMR research, March 22, 2005 "With Oracle still busy integrating PeopleSoft and JD Edwards, and with Oracle management emphatic in stating that this purchase would be tiny compared to that effort, existing users will be faced with the same challenges they had before Retek went in play: The upgrade path from existing to new Retek releases won't get easier any time soon; the core application remains difficult and expensive to install.“ Paula Rosenblum, Aberdeen Group, March 2005 Retailers are going to spend on technology—or they will die against those that do.… Scott Landon, AMR Research, March 22, 2005 Keep the Business Running Manage Costs Deliver Business Value Meet the Strategic Business Objectives But driving down the operational costs allows focus on new capabilities Agenda Retail Industry Background Improving the Supply Chain Microsoft Strategy for Improving the Supply Chain Impact of GDS/RFID in Optimizing Supply Chain IT Spend for Supply Chain Continuing the investment Supply Chain Inv Vis 12% Supplier Relationship M gt 12% Procurement Systems Warehous M gt Systems 10% 10% 13% 7% Private Label/ Supply Planning 6% RFID 6% 0% 11% 11% 10% 19% 10% Will start this year 20% 30% Will start within 2 years Source: 15th Annual Retail Technology Trends Survey conducted by RIS News and Gartner, March 2005 Supply Chain Business Environment Chain Complexity Supply Demand variability Supply inefficiencies Uncertainty Security Shrinkage Returns, Recalls, Recycling Collaborative Global Supply Chain Standards Data Synchronization CPFR Food safety standards OPOS & RFID The majority (67%) of retail systems are home grown legacy systems in Tier 1 retailers The data that is captured by these systems is required in critical customer facing applications Source: Accenture Analysis, March 2004 The CPG and Retail industry is about to bridge internal and external collaboration Efficiency Inside the Organisation Efficiency Outside the Organisation Collaborative CRM e-business B2B ERP Productivity Collaborative Supply Chain CRM SCM RFID / intelligent Tagging Re-engineering MRP Quality Circles 85 95 00 05 08 10 Manual Process Islands Connected Processes Smart Processes Agenda Retail Industry Background Improving the Supply Chain Microsoft Strategy for Improving the Supply Chain Impact of GDS/RFID to Optimizing Supply Chain Focus on Integration of legacy and packaged based solutions as well as vendor collaboration Data Warehouse Supply chain and merchandising systems Web Services With Vendors Legacy Applications ERP Systems Merchandising and Supply Chain Systems supporting in-store systems delivering an End-to-End Microsoft solution Microsoft and Partners provide Business Solutions Product Company MS Sales Teams without Enterprise Partners Solutions Company MS Sales Teams with Enterprise Partners Smarter Retailing Architecture – Integration Of The Partner Solution Store Enterprise Development Tools Applications and Services Platform Partner Solution Partner Solution Microsoft Store Platform Microsoft Enterprise Platform Systems Management Hardware and Networks Partnership With JDA http://verticalcontent\retail\videos 1. SCM JDA_MEIJER_MGB_2000K.wmv JDA & Microsoft EMEA Eric Brambilla JDA EMEA JDA: integrated software and services 1300 for theRetail retailCustomers demand chain $240 Millions Retail Top 100 Market Share JDA Non-JDA Revenue $220 $200 $180 $160 $140 $120 $100 $80 $60 $40 $20 $0 1999 61% 2000 Maintenance 2001 Licenses 2002 2003 2004 Services 3400 Demand Chain Customers EMEA CPG Market Share Long term strategy since 1989 (UK) Global but localized approach Empowered and knowledgeable team JDA Non-JDA 35% 22% of 2004 revenues 770 customers - 165 associates United Kingdom · Netherlands · Norway · France · Spain · Italy · Dubai · South Africa JDA: a 7 year lead in consolidating and integrating BoB solutions BoB Integrated Best of Breed Point Solution Acquisitions ARTHUR INTACTIX INTELLECT E3 SMART - IPP Programs Portfolio Synchronized Synchronized Integrated Releases PortfolioEnabled Integrated & Best of Breed 2002 2005 Strong retail market footprint Product Category JDA EMEA customers +370 retail customers in 4 years Customers Merchandise Management 527 Store Operations 253 Merchandise and Assortment Planning & Allocation 495 Forecasting and Replenishment 610 Category Management & Space Planning 3,606 BLOKKER – BOOKER – BRICO – CISALFA – COOP – ICELAND – LAURA ASHLEY – LEROY MERLIN – MANOR – MATALAN – NORGESGRUPPEN – OFFICE DEPOT – RIVER ISLAND – SAFEWAY – SOMERFIELD – STAPLES – THE BOOTS COMPANY – VOMAR - WORLD DUTY FREE GUCCI France Spain CE France Spain Spain CE France Redcats World Conforama Castorama Castorama B&Q JDA & Microsoft partnership Enabling the Agile Enterprise Industry Specific Solutions Scalable Performance Expertise and experience Interoperability & Integration Together, Microsoft and JDA transform decision making throughout the demand chain for retailers and their suppliers with agile, real-time, integrated solutions JDA Portfolio Retail #1 integrated suite on .Net Microsoft JDA JDA Casino story “I strongly believe that ERP is a mistake in retail because these systems favor data integration to the disadvantage of flexible processes. Maybe one day big companies like SAP will get the knowledge and expertise to deliver solutions that support the fast pace of retail, but I don’t see it in the short term and certainly not today” J.L. Galzi – President of IT – Casino Group PRO Project • Everyone from the store to the warehouse will be in synch with a single demand forecast based on sales • Processes across the enterprise will be globalize to enable more precisely drive inventory replenishment decisions and strengthen the connection of the retailing disciplines Enabling Customer Value with Partners Strategic Partnerships Systems & infrastructure expertise Sizing & benchmarking Change Management Consulting and Implementation Partnerships VAR Integration UCS Solutions Smolan Group Demand Soft Strategix Solteq New markets Geographic Expansion SAP for Retail SAP Runs Real Time Retailing on SQL 2005 SAP Installations and Customers Q4 2004 Installation Growth (Retail & Wholesale Distribution) 5.500 5.101 5.000 Customers 4.500 Installations 4.000 3.500 Productive Installations 3.000 2.500 2.000 1.500 1.000 500 2.290 2.140 1.825 1.943 1.723 2.991 2.824 2.599 2.428 4.725 4.312 3.999 3.736 3.411 3.171 2.443 1.984 2.205 1.853 1.706 1.433 1.573 1.358 1.282 1.456 1.499 1.405 1.178 1.315 1.804 1.229 1.646 1.130 1.675 1.468 1.472 1.571 1.367 1.427 1.483 1.274 1.306 1.200 1.115 1.158 1.225 1.081 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 /01 /01 /01 /01 /02 /02 /02 /02 /03 /03 /03 /03 /04 /04 /04 /04 Source: ISP/CIS reporting, not incl. are the customer types SAP internal, partner, -hardware partner and -logo partner. SAP An example of full integration: Exposing SAP Process through Microsoft Office Manhattan Product Overview Manhattan Supported Platform Current Platform Future Platform Warehouse Mgmt for .NET / SQL / Windows .NET / Windows 2003-2005/ Windows 2003 Webservices IBM iSeries Written in RPG, running on Written in RPG, running on iSeries, OS/400, iSeries, OS/400, B2/400 B2/400 – No change J2EE-based largely J2EE-based largely written in Java ported written in Java with back to DB2, Oracle, Yukon Open Systems some C++ ported back to DB2, Oracle, SQL Manhattan has embraced the .NET platform Agenda Retail Industry Background Improving the Supply Chain Microsoft Strategy for Improving the Supply Chain Impact of GDS/RFID on optimizing Supply Chain Industry: Moving Beyond Hype… Continued momentum in Retail/CPG Other industries following Progress on HW side: Gen 2 ratification EPCGlobal as Int’l Standard Getting into Execution "RFID, or radio-frequency identification tags, has reduced outPhase of-stock merchandise by 16 percent at the company's stores that have begun to use the technology over the past 12 months, Linda Dillman, WalMart's chief information officer, said at the company's annual analyst meeting Wednesday. WalMart has been able to restock RFID-tagged items three times as fast as non-tagged items ... " Why is RFID so Compelling ? Operational Efficiencies Total Supply Chain Visibility Shrinkage, counterfeit Wal-Mart - cases have to be read 100 percent of the time at 540 feet per minute Security, Regulations Right items Right place Right time Key Scenarios for Retailers Shrinkage and theft reduction Eliminating out of stock situations Promotions management Vendor managed inventory Fresh item management Returns management …..and many more! Retail Partners Agenda Summary Retailers are implementing Microsoft platform….. JDA new portfolio solutionon at Meijer, Casino and HEB SAP on SQL at Zale’s Jewelry House of Fraser, vendor managed inventory RFID solution at Marks & Spencer Ahold Global Data Synchronization Delhaize Product Information Manager Tesco-in-a box, complete SCM package Ann Taylor USA – Merchandise management (Torex) © 2005 Microsoft Corporation. All rights reserved.