Tableau Case Studies PepsiCo cuts analysis time by up to 90% with Tableau + Trifacta

Edit This Case Study Record

	PepsiCo cuts analysis time by up to 90% with Tableau + Trifacta Tableau

PepsiCo cuts analysis time by up to 90% with Tableau + Trifacta

Tableau

Technology Category	Analytics & Modeling - Real Time Analytics Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries	Food & Beverage Retail
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Demand Planning & Forecasting Predictive Replenishment Supply Chain Visibility
Services	Data Science Services System Integration
Challenge	PepsiCo’s Collaborative Planning, Forecasting, and Replenishment (CPFR) team faced the challenge of reconciling disparate data from various sources, including warehouse inventory, store inventory, and point-of-sale inventory. Each customer had their own data standards, which didn’t correspond with each other or PepsiCo’s system. This made data wrangling a challenge and reports could take months to generate. The team primarily relied on Excel for analysis, creating large quantities of messy data. And the team had no efficient way to spot errors, leading to potentially costly outcomes. For example, a missing product from a report could result in inaccurate forecasts and lost revenue. The CPFR team needed a way to wrangle large quantities of disparate data. At the same time, the team needed a visual analysis tool that could help them make the most of PepsiCo data. Read More
About Customer	PepsiCo is a multinational food, snack, and beverage corporation headquartered in Harrison, New York, in the hamlet of Purchase. PepsiCo's product mix as of 2015 based on net revenue consists of 53 percent foods, and 47 percent beverages. On a worldwide basis, the company's current products lines include several hundred brands that in 2009 were estimated to have generated approximately $108 billion in cumulative annual retail sales. The company operates in more than 200 countries and territories around the world. PepsiCo’s Collaborative Planning, Forecasting, and Replenishment (CPFR) team provides data and analyses that enable effective retail sales management. The team also collaborates with large retailers to supply the right quantities of product for their warehouses and stores. Read More
Solution	To bring coherence to the data, PepsiCo turned to Tableau partner, Trifacta. For greater efficiency and scale, PepsiCo implemented Hortonworks Hadoop as a landing and staging environment for this variety of data. Now reports run directly on Hadoop, without involving multiple steps with Access and PepsiCo servers. This process allows analysts to directly manipulate data using Trifacta. Tableau provides PepsiCo with the finishing step: powerful analytics and visualizations, helping the business make sense of volumes of data. PepsiCo analysts share relevant Tableau workbooks with management over Tableau Server. The combined use of Tableau and Trifacta helps the CPFR team drive the business forward, increasing visibility into customer orders. Trifacta’s visual profiling capabilities and Tableau’s advanced visual analytics allow the team to easily identify gaps and get ahead of larger issues. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Real Time Analytics

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Data Management Platforms

Applicable Industries

Food & Beverage

Retail

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Demand Planning & Forecasting

Predictive Replenishment

Supply Chain Visibility

Services

Data Science Services

System Integration

Challenge

PepsiCo’s Collaborative Planning, Forecasting, and Replenishment (CPFR) team faced the challenge of reconciling disparate data from various sources, including warehouse inventory, store inventory, and point-of-sale inventory. Each customer had their own data standards, which didn’t correspond with each other or PepsiCo’s system. This made data wrangling a challenge and reports could take months to generate. The team primarily relied on Excel for analysis, creating large quantities of messy data. And the team had no efficient way to spot errors, leading to potentially costly outcomes. For example, a missing product from a report could result in inaccurate forecasts and lost revenue. The CPFR team needed a way to wrangle large quantities of disparate data. At the same time, the team needed a visual analysis tool that could help them make the most of PepsiCo data.

About Customer

PepsiCo is a multinational food, snack, and beverage corporation headquartered in Harrison, New York, in the hamlet of Purchase. PepsiCo's product mix as of 2015 based on net revenue consists of 53 percent foods, and 47 percent beverages. On a worldwide basis, the company's current products lines include several hundred brands that in 2009 were estimated to have generated approximately $108 billion in cumulative annual retail sales. The company operates in more than 200 countries and territories around the world. PepsiCo’s Collaborative Planning, Forecasting, and Replenishment (CPFR) team provides data and analyses that enable effective retail sales management. The team also collaborates with large retailers to supply the right quantities of product for their warehouses and stores.

Solution

To bring coherence to the data, PepsiCo turned to Tableau partner, Trifacta. For greater efficiency and scale, PepsiCo implemented Hortonworks Hadoop as a landing and staging environment for this variety of data. Now reports run directly on Hadoop, without involving multiple steps with Access and PepsiCo servers. This process allows analysts to directly manipulate data using Trifacta. Tableau provides PepsiCo with the finishing step: powerful analytics and visualizations, helping the business make sense of volumes of data. PepsiCo analysts share relevant Tableau workbooks with management over Tableau Server. The combined use of Tableau and Trifacta helps the CPFR team drive the business forward, increasing visibility into customer orders. Trifacta’s visual profiling capabilities and Tableau’s advanced visual analytics allow the team to easily identify gaps and get ahead of larger issues.

Impact #1	Trifacta integrates natively with Tableau Data Extracts (TDE), allowing PepsiCo analysts to seamlessly transition between the two technologies.
Impact #2	PepsiCo brings Tableau data extracts into Tableau Desktop, allowing them to maintain performance on big data.
Impact #3	The combination of Trifacta’s data wrangling power and Tableau’s analytical depth allows PepsiCo to streamline its process.

Impact #1

Trifacta integrates natively with Tableau Data Extracts (TDE), allowing PepsiCo analysts to seamlessly transition between the two technologies.

Impact #2

PepsiCo brings Tableau data extracts into Tableau Desktop, allowing them to maintain performance on big data.

Impact #3

The combination of Trifacta’s data wrangling power and Tableau’s analytical depth allows PepsiCo to streamline its process.

Benefit #1	Reduced end-to-end run time of PepsiCo’s analysis by as much as 70%
Benefit #2	Reduced report production time by as much as 90%

Benefit #1

Reduced end-to-end run time of PepsiCo’s analysis by as much as 70%

Benefit #2

Reduced report production time by as much as 90%

Download PDF Version

Overview

PepsiCo cuts analysis time by up to 90% with Tableau + Trifacta

Operational Impact

Quantitative Benefit