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Daryl Fisher
Supply Chain Applications Manager
dfisher@batoryfoods.com
September 2015
Implementing Mulesoft
as part of corporate and IT transformation
Agenda
Batory Foods
Introduction
IT Evolution
Mule Project
Moving
Forwards
Strategic
Direction
Batory Foods Introduction
An Overview
• Batory Foods is a family owned national ingredient distributor
founded in 1979 and based out of Chicago.
• Our business is providing a broad range of high-quality
ingredients to food and beverage manufacturers across the
United States.
• 50+ account managers in the field servicing our customers.
• 450+ vendor-relationships, access to thousands of ingredients.
• 200+ support staff across the country.
• Over 10,000 customers in various markets.
• Bakery
• Beverage
• Candy and Confectionary
• Dairy
• Health and Nutrition
Batory Foods Introduction
National Network
Batory Foods Introduction
A Changing Business
5
• Entrepreneurial Agile Business Model
• Very focused on customer service
• Acquisitions
• Continuing to grow by acquisition
• Value Added Services
• Liquid and Dry Ingredient Blending
• Sugar Powdering and Browning
• Custom Packaging and Labelling
• Adding New Services
• Warehouse and Storage
• Manufacturers Representative and Distributer
• Tailored Ingredient Distribution
• Custom and Hybrid Models
Strategic Direction
Corporate Strategic Review
Four Pillars
Responsiveness
Communication
Standardization
Training
Supporting
Automation
Accountability
Vision 2020 Recommendations
Increase Visibility
Implement New ERP
Restructure Inventory Planning
Customer Portal
Segmentation
Batory Strategic Direction
Selected Information Technology Initiatives
 Implementation of Transportation Management System
 Implementation of Supply Chain Planning Applications
 Implementation of Billing Management Application
 Upgrade of ECM
 New ERP
 Development and Implementation of New Customer Portal
Information Technology Evolution
Current State of Application Portfolio
ERP
Enterprise Resource
Planning Enterprise Content
Management
Warehouse
Management System
Customer Portal
Information Technology Evolution
Application Portfolio Future State
Warehouse
Management System
ECM
Transportation
Management System
Cloud Based
Document Sharing
Customer Portal Hosted ERP
ERP
Signature Capture
Billing Management
Inventory Planning
System
C(X)RM
Information Technology Evolution
Partner Collaboration
Warehouse
Management System
Enterprise Content
Management
Transportation
Management System
Cloud Based
Document SharingCustomer Portal
Hosted Enterprise
Resource Planning
ERP
Signature Capture
Billing Management
Inventory Planning
System
Warehousing
Customers
Suppliers
Carriers
3PL Warehouse
Operators
Distribution
Customers
Batory’s First Mule Project – TMS Integration
Requirements
Requirements
Solution to support cloud and on premise
Support internal application and partner
integration
Do not want to add developer skills to IT
Department
Have no time to develop skills
Agile Model – Grow and shrink skills as needed
Need 24 hour support
Solution
Selected Mulesoft
Selected Cognizant as Mulesoft partner
Managed Service for ongoing support of
environment
Resources for capital projects
Mulesoft Agreement – 24 hour support
Mulesoft provided advisory and audit role
throughout the project
Batory’s First Mule Project
Project Deliverables
Transportation
Management System Warehouse
Management System
ERP
Enterprise Resource
Planning
Purchase Orders
Warehouse Sales Orders
Warehouse Transfers
Direct Sales Orders
WMS Qty Updates
Order Plan
Settlement Details
Payment
Connectors Used
SFTP
Database Connector
REST Web Services
SOAP Web Services
Batory’s First Mule Project
Timeline
5/1 8/15
Design
Mule Review
Proof of Concept Development
Second Mule
Checkpoint
LiveUser Testing
Go Live
Batory’s First Mule Project
Project Outcome
Project Outcome
TMS Application Implemented
GP and WMS Integrated with the TMS
Mule Environment easily met the
performance requirements
Business Outcome
More Efficient and Reliable Transportation Processes
More Efficient and Reliable Accounts Payable
Processes
Mule Environment easily met the performance
requirements
Improved visibility for customer service and sales
Gathering accurate transport data
Batory’s First Mule Project
Lessons Learned
Lessons Learned
Complexity of Flows – Increase the number of flows
Complexity of Flows – Remove business logic introduce a
Business Rules Engine
Error Reporting and Recoverability – User oriented e-mails
Moving Forwards
The next 12 Months
• Upgrade to
3.7
• Business
Rules Engine
Refactor
• Upgrade to
3.7
• Business
Rules Engine
Refactor
• All WMS
Integrations
WMS
Moving Forwards
The next 12 Months
• Upgrade to
3.7
• Business
Rules Engine
Refactor
• All WMS
Integrations
WMS
• Upgrade
• Replace Point
to Point
ECM
Moving Forwards
The next 12 Months
• Upgrade to
3.7
• Business
Rules Engine
Refactor
• All WMS
Integrations
WMS
• Upgrade
• Replace PtoP
ECM
• Integration to
Customers
ERP
• B2B
Whse
Cust
Moving Forwards
The next 12 Months
• Upgrade to
3.7
• Business
Rules Engine
Refactor
• All WMS
Integrations
WMS
• Upgrade
• Replace PtoP
ECM
• Integration to
Customers
ERP
• B2B
Whse
Cust
• Implement SC
Planning
Applications
Supply
Chain
Moving Forwards
The next 12 Months
• Upgrade to
3.7
• Business
Rules Engine
Refactor
• All WMS
Integrations
WMS
• Upgrade
• Replace PtoP
ECM
• Integration to
Customers
ERP
• B2B
Whse
Cust
• Implement SC
Planning Ap
Supply
Chain
• New ERP
• All
integrations
ERP
Moving Forwards
The next 12 Months
• Upgrade to
3.7
• Business
Rules Engine
Refactor
• All WMS
Integrations
WMS
• Upgrade
• Replace PtoP
ECM
• Integration to
Customers
ERP
• B2B
Whse
Cust
• Implement SC
Planning App
Supply
Chain
• New ERP
• All
integrations
ERP
• New
customer
portal
Portal
Moving Forwards
The next 12 Months
Moving Forwards
Options Beyond 2016
• Partner Portal
• Increased use of different cloud based solutions
• Increased automation between Batory and Supply Chain Partners
• Demand Planning
• Inventory Visibility
• Add real value to sales process and customer relationship by the use of technology
• Leading with the
• Vendor Managed Inventory
• Even closer integration, use of Internet of Things technology
• Changing models requiring different types of integration
23
Create Change Order
Create Change Order
Create Change OrderCreate / Change
Order
BR
API
BR
API
PROCESS
Get
SO
Get
SO
Get
SO
Send
SO
Get
Payable
Send
Pay
Great Plains ERP
Get
SO
Get
SO
Get
SO
Get
SO
Inv
Upd
Ship
Manhattan Scale WMS
Partner APIs
Partner Applications
Get
SO
Get
SO
Get
SO
Get
SO
Send
Sch
Send
Payable
Lean Logistics TMS
Scale WMS
ERP
TMS
EDI
API
EDI
API
Batory Applications
SERVICEAPPLICATION
Cloud Applications
WMS
Business Processes
Data
Business Rules
Carrier Payment
Ship Order
Ship Order
EDI TPM
B2B Connect
API
API
ECM
ERP
Questions?

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Batory Foods: Our Path To Digital Transformation

  • 1. Daryl Fisher Supply Chain Applications Manager dfisher@batoryfoods.com September 2015 Implementing Mulesoft as part of corporate and IT transformation
  • 2. Agenda Batory Foods Introduction IT Evolution Mule Project Moving Forwards Strategic Direction
  • 3. Batory Foods Introduction An Overview • Batory Foods is a family owned national ingredient distributor founded in 1979 and based out of Chicago. • Our business is providing a broad range of high-quality ingredients to food and beverage manufacturers across the United States. • 50+ account managers in the field servicing our customers. • 450+ vendor-relationships, access to thousands of ingredients. • 200+ support staff across the country. • Over 10,000 customers in various markets. • Bakery • Beverage • Candy and Confectionary • Dairy • Health and Nutrition
  • 5. Batory Foods Introduction A Changing Business 5 • Entrepreneurial Agile Business Model • Very focused on customer service • Acquisitions • Continuing to grow by acquisition • Value Added Services • Liquid and Dry Ingredient Blending • Sugar Powdering and Browning • Custom Packaging and Labelling • Adding New Services • Warehouse and Storage • Manufacturers Representative and Distributer • Tailored Ingredient Distribution • Custom and Hybrid Models
  • 6. Strategic Direction Corporate Strategic Review Four Pillars Responsiveness Communication Standardization Training Supporting Automation Accountability Vision 2020 Recommendations Increase Visibility Implement New ERP Restructure Inventory Planning Customer Portal Segmentation
  • 7. Batory Strategic Direction Selected Information Technology Initiatives  Implementation of Transportation Management System  Implementation of Supply Chain Planning Applications  Implementation of Billing Management Application  Upgrade of ECM  New ERP  Development and Implementation of New Customer Portal
  • 8. Information Technology Evolution Current State of Application Portfolio ERP Enterprise Resource Planning Enterprise Content Management Warehouse Management System Customer Portal
  • 9. Information Technology Evolution Application Portfolio Future State Warehouse Management System ECM Transportation Management System Cloud Based Document Sharing Customer Portal Hosted ERP ERP Signature Capture Billing Management Inventory Planning System C(X)RM
  • 10. Information Technology Evolution Partner Collaboration Warehouse Management System Enterprise Content Management Transportation Management System Cloud Based Document SharingCustomer Portal Hosted Enterprise Resource Planning ERP Signature Capture Billing Management Inventory Planning System Warehousing Customers Suppliers Carriers 3PL Warehouse Operators Distribution Customers
  • 11. Batory’s First Mule Project – TMS Integration Requirements Requirements Solution to support cloud and on premise Support internal application and partner integration Do not want to add developer skills to IT Department Have no time to develop skills Agile Model – Grow and shrink skills as needed Need 24 hour support Solution Selected Mulesoft Selected Cognizant as Mulesoft partner Managed Service for ongoing support of environment Resources for capital projects Mulesoft Agreement – 24 hour support Mulesoft provided advisory and audit role throughout the project
  • 12. Batory’s First Mule Project Project Deliverables Transportation Management System Warehouse Management System ERP Enterprise Resource Planning Purchase Orders Warehouse Sales Orders Warehouse Transfers Direct Sales Orders WMS Qty Updates Order Plan Settlement Details Payment Connectors Used SFTP Database Connector REST Web Services SOAP Web Services
  • 13. Batory’s First Mule Project Timeline 5/1 8/15 Design Mule Review Proof of Concept Development Second Mule Checkpoint LiveUser Testing Go Live
  • 14. Batory’s First Mule Project Project Outcome Project Outcome TMS Application Implemented GP and WMS Integrated with the TMS Mule Environment easily met the performance requirements Business Outcome More Efficient and Reliable Transportation Processes More Efficient and Reliable Accounts Payable Processes Mule Environment easily met the performance requirements Improved visibility for customer service and sales Gathering accurate transport data
  • 15. Batory’s First Mule Project Lessons Learned Lessons Learned Complexity of Flows – Increase the number of flows Complexity of Flows – Remove business logic introduce a Business Rules Engine Error Reporting and Recoverability – User oriented e-mails
  • 16. Moving Forwards The next 12 Months • Upgrade to 3.7 • Business Rules Engine Refactor
  • 17. • Upgrade to 3.7 • Business Rules Engine Refactor • All WMS Integrations WMS Moving Forwards The next 12 Months
  • 18. • Upgrade to 3.7 • Business Rules Engine Refactor • All WMS Integrations WMS • Upgrade • Replace Point to Point ECM Moving Forwards The next 12 Months
  • 19. • Upgrade to 3.7 • Business Rules Engine Refactor • All WMS Integrations WMS • Upgrade • Replace PtoP ECM • Integration to Customers ERP • B2B Whse Cust Moving Forwards The next 12 Months
  • 20. • Upgrade to 3.7 • Business Rules Engine Refactor • All WMS Integrations WMS • Upgrade • Replace PtoP ECM • Integration to Customers ERP • B2B Whse Cust • Implement SC Planning Applications Supply Chain Moving Forwards The next 12 Months
  • 21. • Upgrade to 3.7 • Business Rules Engine Refactor • All WMS Integrations WMS • Upgrade • Replace PtoP ECM • Integration to Customers ERP • B2B Whse Cust • Implement SC Planning Ap Supply Chain • New ERP • All integrations ERP Moving Forwards The next 12 Months
  • 22. • Upgrade to 3.7 • Business Rules Engine Refactor • All WMS Integrations WMS • Upgrade • Replace PtoP ECM • Integration to Customers ERP • B2B Whse Cust • Implement SC Planning App Supply Chain • New ERP • All integrations ERP • New customer portal Portal Moving Forwards The next 12 Months
  • 23. Moving Forwards Options Beyond 2016 • Partner Portal • Increased use of different cloud based solutions • Increased automation between Batory and Supply Chain Partners • Demand Planning • Inventory Visibility • Add real value to sales process and customer relationship by the use of technology • Leading with the • Vendor Managed Inventory • Even closer integration, use of Internet of Things technology • Changing models requiring different types of integration 23
  • 24. Create Change Order Create Change Order Create Change OrderCreate / Change Order BR API BR API PROCESS Get SO Get SO Get SO Send SO Get Payable Send Pay Great Plains ERP Get SO Get SO Get SO Get SO Inv Upd Ship Manhattan Scale WMS Partner APIs Partner Applications Get SO Get SO Get SO Get SO Send Sch Send Payable Lean Logistics TMS Scale WMS ERP TMS EDI API EDI API Batory Applications SERVICEAPPLICATION Cloud Applications WMS Business Processes Data Business Rules Carrier Payment Ship Order Ship Order EDI TPM B2B Connect API API ECM ERP