QlikView User Forum 8 th October 2014 Agenda Welcome Tony Bell, - - PowerPoint PPT Presentation

QlikView User Forum 8th October 2014

• Welcome – Tony Bell, Sales Director
• Introduction – Nick Bell, CEO
• Guest Speaker – Reshigan Govender, CIO, Simba
• Tips & Tricks – Shashin Modi, QlikView Technical

Manager & Rousseau Kluever, QlikView Business Manager

• Guest Speaker – Freddie Swart, Chief

Procurement Officer, Arcelor Mittal

• Decision Accelerators – Rousseau Kluever & Kate

McFarlane, Business Analyst

• Qlik Sense and the Future of Analytics – Gavin

Sheehan, Operations Manager

• Closing – Paul Morgan, Director

Agenda

Introduction Nick Bell, CEO

Introduction

The Company Background:

In order to be a truly meaningful partner to our clients we needed to be more than just single technology partners working within an area of their business. In order to grow scale and be able to contribute more significantly to our client’s business we needed to become more independent, more impartial and more focused on the customer’s end requirements. Journey began in 2013 to find like-minded companies that understood the opportunity and the value

• f being able to really service our clients requirements across their business.

Introduced to ASYST Intelligence and DigiQuill Productivity, a division of Cyest.

Introduction

1 Jan 2014 BI & DQ Integration 23 Feb Staff Conference 1 March DI & ASYST Integration 11 March Client Launch Event 1st June Dataways Integration 1st July Dark Horse CPT Integration 10th July SAP User Forum 19th Sept CPT Client Launch

Clients Here Today

Company Divisions

ARCHITECTURE Consulting business that provides design and other professional services such as:

• Decision Audits
• Decision Rights

Workflow Design

• Architecture
• KPI Mapping

DATA ENGINEERING Technology focused business that is concerned primarily with data extraction and management and all associated activities:

• Data Cleansing
• Data Warehousing
• OLAP Cubes
• MDM

PLATFORMS This division implements a range

• f BI solutions. Our

understanding of the strengths of different technologies allow you to select and implement what is best for each client context.

• Analytics
• Portals
• Mobile BI
• BPC

ENABLEMENT Knowledge transfer & solution support..

• Training: Technical

training & business training.

• Change

management to ensure successful solution adoption

• Support to ensure

solution longevity and continual improvement

Decision Architecture

This team is focused on the process of advising clients on implementation strategy and decision making performance management Services Offered:

• Decision Audits
• Decision Rights
• Architecture
• Information Management Strategy

Decision Engineering

This team is focused on helping clients move, consolidate, cleanse and organise their data Services Offered:

• Data Quality
• Master Data Management
• Data Integration
• Application Development
• Collaboration

Decision Platforms

This team is focused on helping clients implement and use analytics solutions to assist in decision making Services Offered:

• Analytics Implementation
• Reporting
• Predictive Analysis
• Mobility

Decision Enablement

This team is focused on supporting clients technology investments as well as the training and change management process needed for successful implementations. Services Offered:

• Software Support
• Training
• Project Management
• Change Management

Platforms Team

Paul Morgan

• General Manager: Platforms
• QlikView, SAP, Microstrategy, Roambi

Gavin Sheehan

• Operations Manager
• QlikView, SAP, Microstrategy, Roambi

Rousseau Kluever

• Business Manager: QlikView
• QlikView

Shashin Modi

• Technical Manager: QlikView
• QlikView

Grant McCann

• Engagement Manager: QlikView
• QlikView

Evolution of Customer Thinking

Over the last 5 years we have seen an evolution of what customers are asking of their BI technology. Companies that are attempting to drive greater performance within the

• rganisation need to create a clear link between the decisions that people are

being tasked to make, and how those decisions drive performance.

Principles of Understanding

Principles of Understanding

Context Understanding Data Information Knowledge Wisdom

Reports Analytics Predictive

Decision Profile Assessment

We recognise that there are 3 components of understanding that an

• rganisation needs to answer in order to determine its decision making
• maturity. This will help to drive the method in which the organisation

consumes information:

• 1. Understanding the Decision Profile
• Do users know what it means to succeed?
• What does success look like?
• Can we predict the range of possible outcomes?
• 2. Understanding the People
• Who are the key users of the solution?
• How do they currently execute reporting?
• Is information a part of the social systems of the business?
• How do they currently report?
• What is their technical level of competence?
• What information do they need to execute their job more efficiently?

Decision Profile Assessment

• 3. Understanding the Technology
• Does the business know what information it needs to have to complete

the project?

• Does the business have access to the information?
• Is it in a workable format for use?
• Which tools have been chosen for the execution of the information?
• Does the technology enable the users to work with their information?

The Decision Audit

Organisations are investing heavily in enabling their users through technology, however they are not completing the link to performance by making the information provided relevant to their users.

More Than Just Solution Delivery

• Solution Analysis: Core team of business analysts and

architects

• Project Management: Projects managed through project

team

• 45 Certified consultants
• Customer Services Centre – dedicated telephonic, e-mail and
• nsite support team
• Training – team dedicated to training and user adoption

through change management

• 75 Staff
• Over 200 Clients

Decision Inc. Client Base

Reshigan Govender, CIO, Simba

Business + Information Solutions

PRIVILEGED & CONFIDENTIAL

22

Business + Information Solutions

PRIVILEGED & CONFIDENTIAL

22

QLIKVIEW USER GROUP

Reshigan Govender BIS Senior Manager

September 29, 2014

Business + Information Solutions

PRIVILEGED & CONFIDENTIAL PRIVILEGED & CONFIDENTIAL

Europe: a diverse market

• f 950 million consumers

Western Europe South West Europe UKI + SA Eastern Europe South East Europe

Sub-Sahara Africa MOST $$$ MEDIIUM $$ LEAST $

• 52 countries
• 28 currencies
• 12 time zones
• 98 plants
• 56,000 employees

Business + Information Solutions

PRIVILEGED & CONFIDENTIAL PRIVILEGED & CONFIDENTIAL

We are shifting our focus

FROM

Transactions and back office IT

TO

Exploiting IT for business outcomes

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Business + Information Solutions

Business Engagement

Understand the Business Develop a deep understanding

• f the business and how BIS

can enable business capability Set the IT Strategy Partner with other business leaders to set the BIS strategy Strengthen Competitiveness Leverage technology to strengthen competitiveness Establish Service Levels Establish BIS service levels for the business and own the end-to-end solution delivery Manage Spend Manage BIS spend and productivity

Business + Information Solutions

PRIVILEGED & CONFIDENTIAL PRIVILEGED & CONFIDENTIAL

Our story so far

26

Business + Information Solutions

PRIVILEGED & CONFIDENTIAL PRIVILEGED & CONFIDENTIAL

Change to 3 streams of BI

27

Business + Information Solutions

PRIVILEGED & CONFIDENTIAL PRIVILEGED & CONFIDENTIAL

What's next in our journey

• A tale of 2 apples ?

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Business + Information Solutions

PRIVILEGED & CONFIDENTIAL PRIVILEGED & CONFIDENTIAL

Thanks for listening …..

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Tips & Tricks

Shashin Modi, QlikView Technical Manager & Rousseau Kluever, QlikView Business Manager

Front End

Bookmarks Set Clear State Select Exclude Search Repository Ad Hoc Reporting

Back End Optimisation -Technical User Forum

How to handle multiple fact tables (Concatenate Vs. Link Table) Distinct Calculation Condition Autonumber Show Condition Variables Calculations in backend

Tips & Tricks

• Built in
• Easy to use
• Drag and drop functionality
• Can be printed to paper or pdf
• Can be emailed to users in email burst
• Live demonstration

Tips & Tricks – QlikView Reporting

Freddie Swart, Chief Procurement Officer, Arcelor Mittal

Decision Accelerators

Rousseau Kluever & Kate McFarlane, Business Analyst

Understanding Functions: On average 80% of the function of the role in an organisation is similar to the same role in a different industry Therefore the easiest way to scale and grow within our clients is to bring functional analytics to the market with Decision Accelerators.

• Sales Analytics
• Procurement Analytics
• Finance Analytics
• Manufacturing Analytics
• Debtors/Creditors Analytics
• Human Resources Analytics

Leveraging Decision Inc.

Sales Analytics

The task of running and managing a sales organisation effectively is key to any business. Sales users need to be empowered with data that allows them to engage their customers far more effectively. Sales Analytics solutions should provide the users with a competitive edge to understand where the

• pportunity lies within the business.

The model enables users to gain a greater understanding of:

• Sales organisation’s performance
• Customer analysis
• Product review and analysis
• Organic/Inorganic Growth
• Basket analysis
• In trade execution
• Market share diagnostics

Procurement Analytics

Organisations looking to cut costs and increase profitability need to have a view of their procurement across the organisation. Decision Inc. has combined years of expert procurement knowledge to introduce a rapid to deploy procurement analysis model. This model allows executives to visualise and analyse spend across the organisation as well as track performance of the organisation vs plan. The model enables users to gain a greater understanding of:

• Supplier Management and Performance
• Sourcing Strategies
• Buyer Analysis
• Materials and Commodities
• Pricing and Purchasing Strategy
• Requisitions and Materials Control
• Contract Spending

Finance Analytics

As organisations grow, the cost of running and managing a finance department increase due to the volume of work and the volume of data. As a critical component to the success of the organisation finance users need better visibility of the performance of the business. Enabling the business to manage and track cash flow, management accounts, debtors, treasury and creditors provides the business with a competitive advantage. The model enables users to gain a greater understanding of:

• Management Accounts
• Working capital requirements
• Forward cover and positions on currency
• Creditors and payments management
• Debtors performance and collection
• Trial balance analysis

Human Resources Analytics

Organisations looking to gain an advantage over competitors by leveraging their investment in people need to have greater visibility of the performance of their people as well as the profile of the people within their organisation. As often the largest cost component of the business, better understanding of the efficiency and utilisation of people presents a significant opportunity to run the organisation more effectively. The model enables users to gain a greater understanding of:

• Understand the headcount of the organisation
• Monitor and track leave and leave cost
• Understand the cost of overtime
• Manage staff attrition
• Analyse Payroll and HR cost
• Monitor employee movement
• Manage staff disciplinaries

Summary

• Decision Inc. provides industry leading advanced analytics to their clients -

Decision Accelerators.

• Decision Accelerator models include benefits such as faster

implementation times and higher return on investments.

Demonstration

Decision Accelerators: Summary

The Future of Analytics

Gavin Sheehan, Operations Manager

Future of Analytics

The market for BI and Analytics platforms to remain one of the fastest growing software markets The compound annual growth rate for the BI and Analytics space is expected to be 7% through 2017.

Future of Analytics

Data discovery is set to replace IT-authored static reporting for new implementations by 2015. Data discovery deployments are set to expand overall adoption beyond the current figure of 30%, thus driving market growth. Social capabilities, collaboration and the sharing of BI content and analysis is set to drive use and higher business value.

Future of Analytics

Mobile BI remains a key area for future growth and expansion of user bases and deployments. Integration of BI and performance management continues to drive value and use. Organisations increasingly investing in embedding traditional BI content that delivers optimised recommendations at the point of decision or action (increasingly mobile).

Future of Analytics

Potential inhibitors to market growth include a general fatigue with the big data hype and the reality of deployment challenges. There is a huge gap in governed data discovery. Cloud BI – 45% of respondents would put their mission critical BI in the cloud. This is up on the 30% recorded for each of the last 4 years.

Future of Analytics

There is a push to explore natural-language query technologies to expand access to the approximately 70% of users in organisations with no access to BI tools or limited statistical backgrounds.

Qlik Sense

Qlik Sense

Qlik Sense Qlik Sense is not a replacement for QlikView!

Qlik Sense Qlik Sense server is built on the new QIX platform (2nd generation QlikView indexing engine) Qlik Sense introduces true self service visualisation as opposed to QlikView’s guided analytics

Qlik Sense Guided Analytics

• Applications created by developers who put a lot of

thought into the data model, layout, charts and formulae and then applications are delivered to the end users that consume them.

• Users still have total freedom to explore and drill

down and discover both answers and questions but are limited in terms of creating new visualisations.

Qlik Sense Self Service Visualisation

• Not as pre-defined.
• User has freedom to create layout of his own and

new visualisations and charts that the developer might not have anticipated.

• Results in a far more engaged user and helps drive

adoption.

Qlik Sense Qlik Sense Capabilities

• Handling of multiple data sources
• Drag and drop dashboard creation
• Data story telling
• Improved visuals and aesthetics
• Mobile

Qlik Sense

Mobile

• Qlik Sense provides a unified, touch

based HTML 5 client.

• This ensures that Qlik Sense is technologically agnostic and

users will have the same experience regardless of the device.

• Qlik Sense focussed on the touch screen experience and is

highly adaptive to different screen sizes and form factors.

Qlik Sense

Demonstration

Qlik Sense Qlikview 12? Definitely plans for further development of QlikView. Subsequent version of QlikView planned to use the same QIX engine as Qlik Sense.

Qlik Sense The 2 products have different objectives and it is very difficult to compare directly. You rather need to understand the value proposition of each and the opportunities they create.

Qlik Sense Qlik will unveil Qlik Sense at its client conference on the

11th November

Closing

Paul Morgan, Director

Better Decisions, Faster