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Assignment: Development  of BI Reporting Solution


Business Intelligence Solution Development and Report

In the Business Intelligence software practicals, we saw how the tools interact with data sources to produce BI reports and dashboards for managers. This practical assignment requires you to demonstrate your understanding and apply IBM Cognos Insight and/or Watson Analytics tool.

Scenario

Walton Supermarket is a large supermarket chain in USA. Due to intense competition from companies like Aldi, the company is facing a number of sales challenges. Your BI company was hired to consult on a number of problems and your team were responsible for the BI aspects of the solution. 

After a discussion with the senior executive team (e.g. CIO, CEO, COO, Sales Director, etc), your team managed to zone into a number of problems that they want you to address. These problems span a number of areas in their business. Your task is to use your appreciation of BI tools to address these problems. The Supermarket Transaction record between 2012 and 2014 is provided to you too .

The CIO reveals that the company has been collecting sales data and they are able to link a large part of the sales to their customers through their loyalty rewards program “Uncle Sam Card”. Through their analytics, they were able to categorise households into six different categories:
  • Affluent buyers families buys mostly high quality product offerings from the supermarket;
  • Lifestyle shoppers – families who buy mostly high quality products but are buyers of lifestyle products such as chocolates and pet food;
  • Busy families families who seem to buy a lot of ready to cook items and ‘fast food’ such as instant noodles, can soups, etc.;
  • Budget conscious families whose total spend are largely below $100 per week;
  • Discount  shoppers  –  families  whose purchases include  mostly home brand items  and  discount items;
  • Battling families – families who purchases include mostly necessities  and have  a  low  number  of GST applicable purchases.
The CIO went on to elaborate that the company at the moment deploys different ‘carrots’ for different family types. For example, the “affluent” group is not so concern about discounts (targeted at budget conscious families) but are more interested in incentives such as ‘VIP status’ or invitation to special events so you are to keep this in mind. Nonetheless, the following BI reports/performance indicators might be considered:
1. Sales revenue over each month, quarter and year for each state, region and cities
2. Year to date sales versus last year and Year to date profit versus last  year
3. Sales for each product category as a proportion of total sales, etc.

Your team have been asked to apply some BI tools to produce ‘Best practice’ BI reports for the senior executives of Walton next week.
Tasks:

1. What are the Business Intelligence reporting solution/dashboards you will need to develop for the Senior Executives of Walton Supermarket? Develop the BI reporting solution/ dashboards based on the given Supermarket Transaction sample data file and IBM Cognos Insight and/or Watson Analytics tool.
2. Justify why these BI reporting solution/dashboards are chosen and why those attributes are present and laid out in the fashion you proposed (feel free to include all other relevant justifications).                  
  Note: To ensure that you discuss task (2) properly, you must include visual samples of the reports you produce (i.e. the screenshots of the BI report/dashboard must be presented and explained in the written report; use Snipping tool), and also include any assumptions that you may have made about the analysis in your assignment report (i.e. the report to the senior executive team of Walton).
3. Furthermore, the CEO would like to improve the sales. Based on your BI analysis and the insights gained from “Uncle Sam” loyalty rewards program, make some logical recommendations to the CEO, and justify why/how your proposal couldincrease the sales revenue. Include the relevant screenshots of the BI analysis, and also any assumptions that you may have made about the analysis.

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