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Pentaho and MicroStrategy Audit for Palmers Textil

  • 10

    issues identified in 2 areas

  • decor icon

    DWH documents created

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    KPIs suggested for better analysis

Project
overview

Palmers Textil AG is one of the largest fashion brands in Austria. It was founded back in 1914 and evolved over time. In the 2000s and 2010s, Palmers started the global digitalization campaign. We joined it as experts in digital transformation, business analysis, and development. Particularly, Diceus carefully analyzed internal ETL processes, including an audit of Pentaho and MicroStrategy. We identified issues and suggested solutions.

Client
information

Palmers Textil AG is an international clothing brand that originated in Austria. Ludwig Palmers started it as a laundry back in 1914. In 2000, the company opened its first online shop. Since 2015, Palmers is owned by P Tex Holding GmbH. Today, the brand sells underwear, clothes, and accessories in more than 300 stores in 17 countries.

client logo
  • Team Composition
    3 members

    IT Project Coordinator
    Pentaho/MicroStrategy Developer
    Mathematician

  • Client Name

    Palmers Textil AG

  • Expertise Used

    Data warehouse & ETL

  • Duration

    3 months

  • Services Provided

    Software audit

  • Country

    Austria

  • Industry

    Retail

Business
challenge

Due to outdated digital solutions, our client faced problems with business processes. Furthermore, in-house IT experts didn’t work closely with key users from other departments, so they had unaligned goals. The company wanted to analyze ETL processes and report systems to optimize operations, save costs, fix issues. Our team reviewed core areas, divided issues into three categories by urgency, and proposed improvements.

Technical
challenges

Two target areas of the audit were Pentaho and MicroStrategy. We had to check the related processes and data-related activities. As long as MicroStrategy is the visualization tool for reports, we also worked with these documents. Many environment elements were undocumented and difficult to analyze. At all, we spotted minor, middle, and major issues related to ETL, data processing, and reporting.

Audit areas

Pentaho

According to the audit, the company has four core servers: SAP, POS, FBC, and CRM. They exchange data with the data warehouse or DWH. These operations rely on Pentaho – the software solution that provides data integration, OLAP, and ETL. In total, we’ve identified 4 issues, including 2 major ones: missing key info in the DWH and not optimized OLAP schemas. Suggested improvements:
  • Gather, update, and make new documents related to DWH and ETL processes
  • Optimize ETL processes, remove irrelevant data transfers
  • Prepare and test transformations in SAP and POS servers
  • Redesign the main DWH schema according to the department’s goals
Pentaho  image

MicroStrategy

MicroStrategy is a company behind graphical and visualization solutions for reports. Working on this project, we tested how the software works for Palmers. We checked several reports, overall performance, user experience for sales, marketing, inventory, and other reports. The total number of issues was 6, including 2 major ones. The main problem was that many reports didn’t meet the goals of users and their departments. Also, results were unverified, so it was barely possible to rely on them.
Suggested improvements:
  • Define key users in each department related to the reporting processes
  • Define the most essential reports for each department
  • Identify goals, set priorities based on general and fashion-retail KPIs
  • Prepare necessary supporting documents, manuals, and data glossary
  • Test the environment, run data verification procedures
  • Train end-users after the system upgrade
  • Use SAP reports, if possible, instead of MicroStrategy
MicroStrategy  image

Audit results

In two target areas, we identified 10 problems that affected the client’s performance and business results. Generally, this audit showed a lack of critical internal info and process optimization. Based on our suggestions, the company could set new clear processes to improve ETL, data analysis, reporting, and user experience.

VALUE TO OUR CLIENT

  • Insights for better efficiency

    Analyzing MicroStrategy reports, we found that it’s better to use SAP analogs as they’re verified and already integrated. This decision can increase the value of data, improve ETL processes.

  • New documents related to the DWH schema

    During our audit, we’ve started preparing documentation for the data warehouse processes. These docs should help the client with further guides and descriptions.

  • Special diagrams for goals proposed

    We recommended using charts based on the general vision of the company’s goals. This format provides for moving from the long-term vision to SMART goals and KPIs.

  • The most relevant KPIs suggested

    To optimize the entire reporting system, we recommended a few noteworthy KPIs. The list included GMROI, sales per square foot, inventory turnover, buying patterns, NPS.

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