Customer Success Story: Swiss Farms

agosto 20, 2015

Swiss Farms delivers the freshest products to customers thanks to the freshest data from TARGIT Decision Suite.
Swiss Farms prides itself on being a fast, easy neighborhood drive-thru grocery and dairy service delivering the freshest products at a fair price. After 45 years in business, the company had customer convenience down to an art form. With 13 stores already humming in Southeastern Pennsylvania and more on the way, Swiss Farms relies on TARGIT Decision Suite to deliver data across the organization in order to ensure their reputation for freshness, convenience, and quality service stays on top.

Swiss Farms shopped around for the right solution to fit their unique retail needs. According to Chris Gray, IT Director at Swiss Farms, it was TARGIT Decision Suite’s ease-of-use, price point, and strong integration with the company's Microsoft Dynamics AX ERP system that won out.

Swiss Farms’ TARGIT experience started strong. During the initial implementation, the data warehouse retail cube was developed by a third-party partner and immediately hit some snags. 
“TARGIT consulting stepped in and resolved the issues we were having and the experience got immediately better,” says Gray. “I really can’t say enough good things about TARGIT consulting.”

But TARGIT’s support doesn’t stop at software sales and implementation. In order to get the most out of any software investment, it helps to start with a solid basis of understanding and continue to pick up on tips and tricks as the BI journey progresses. That’s why TARGIT offers a variety of different classes for BI users of all skill levels.

“As for the learning curve, thanks to the solid training provided through TARGIT University, it was relatively small for me,” says Gray. “I didn’t have much trouble at all hitting the ground running.”

TARGIT Decision Suite adoption has been strong throughout the entire organization. “Once [store managers] get a good immersion into the product, they figure out what they are doing. Most of the people in our organization are able to pick it up after a quick lesson.”

Swiss Farms store

High BI user adoption

Company-wide adoption was a priority for Swiss Farms from the get go. During the early implementation phase, Gray sat down with employees throughout the organization and asked them specifically what they needed in a BI solution. From those discussions, Gray and the BI team were able to build customized dashboards and analyses that gave each department what they were looking for.

“We always involve the end-users in the process,” says Gray. “BI is relevant to individual roles and locations. Data that looks meaningful to one store may not for another. We don’t want to clog up dashboards with every stores’ information that might not be relevant to all. Keeping the users in mind when creating dashboards and analyses helps people better make sense of the data in front of them.”

Mapping out the BI users in an organization is an important step in the BI journey. TARGIT identifies four distinct BI user personas. Read about how they are in the organization and how they best consume BI in this eBook.

Another contributing factor in high user adoption is TARGIT Decision Suite’s multiple options of client types, which let Swiss Farms employees consume their data when and where they need it. The more advanced TARGIT Decision Suite users most often work in the desktop client, while most employees in the company—from the CEO to the assistant stores managers and everyone in between—tap into TARGIT’s web client to quickly and conveniently access reports, analyses, and dashboards.

And with TARGIT Decision Suite, it’s not necessary to create a new report or analyses for every user. Swiss Farms' TARGIT administrators can set pre-defined standards and the system will automatically generate reports and analyses with information relevant only to that particular user. TARGIT Decision Suite’s secure data governance and access controls ensure every employee only has access to the data they are meant to see.

When big data makes a big difference

Now years into their BI journey, Swiss Farms attributes TARGIT Decision Suite for revealing a greater level of insight into the business than ever before. Today, the company uses TARGIT Decision Suite to precisely track retail, purchasing procurement, and trucking logistics from their dairy fleet.

Every day a report is electronically sent to the Swiss Farms’ dairy with order specifications so the dairy can quickly and accurately pull stack counts for each truck depending on quantities and the location of the store receiving the order. On the other end, each individual store uses the reports to check the accuracy of every delivery. This allows Swiss Farms to track each product from dairy farm to customers’ hands.

The company is also taking advantage of harnessing data stored outside of the data warehouse to gain a more comprehensive view of business with TARGIT Data Service. For years Swiss Farms had valuable data stored in disparate spreadsheets on desktops throughout the company that sat largely unused. Employees now easily pull in data from Excel and other flat files, SQL, and weather data and mash it up with data from the data warehouse with the click of the mouse to create reports on the fly. 

Swiss Farms is also currently experimenting with analytics that give greater insight into customer service data. When customers call or submit website messages with complaints or compliments, employees load those into a spreadsheet and TARGIT Data Service creates analyses in minutes on top of data from existing in-memory cubes.

They’re even harnessing Twitter data, and have plans to incorporate Facebook data from customers, all of which they will mash up with internal customer call center data to gain a more comprehensive understanding of overall customer satisfaction. With the right information at hand, Swiss Farms can create a better customer experience.

The future looks even fresher

Gray says he looks forward to diving even deeper into TARGIT Data Service in the future. Particularly, he plans on taking advantage of the many big data connections, such as Quandl, to easily use data from the world around them and know how it affects the business.

Currently, Swiss Farms is updating their TARGIT software to the newest Decision Suite 2015 version. Gray is happy to report the upgrade process is a simple one.

“Going from one major version to the next is a 20-minute job,” he says. “That’s a nice little perk.”

Overall, Swiss Farms is incredibly happy with their TARGIT experience. As the company continues to grow, they know TARGIT will scale with them, taking their business to the next level.

“We do things well and we do them once with TARGIT.”

Bridget Brown

Bridget Brown

Content Marketing Manager
A professional writer, communicator, and marketer by trade, I'm fascinated by the way data - and in particular big data - is changing the way companies do business. As Content Marketing Manager for TARGIT I tackle this topic and many others in my mission to expand TARGIT's footprint and show the world exactly what it means when you have TARGIT in your tool box. I..
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