business intelligence - what is it?

©2011 Mincron Software Systems

Business Intelligence(MSSBI)

INsight ‘11 Mincron User ConferenceSawgrass Marriott · Ponte Vedra Beach, Florida

April 10 – 13, 2011

Pam CuellarLarry Christensen

Chris Kennedy


Business Intelligence

What exactly is business intelligence?

1

Why MSSBI?

2 How to get more people to use the Information

3

Wrap-up / Q&A4


But first…

WHO IS THIS GUY?


BUSINESS INTELLIGENCE?

what exactly is

KnowledgeKnowledge is POWER


HERE ARE THE FACTS

The human brain can remember 4-7 things at any given time

F500 Execs make ‘gut’ decisions 40% of the time (Accenture)

1

2


BUSINESS INTELLIGENCE?

where’s the gain in

Ease of getting to information1

Insight2

More timely decisions3

Better decisions4

Direction5


The BI Challenge

“Organizations are facing pressures to deliver information that is timely and effective in meeting business goals. This requires companies to have access to the information, the ability to combine, aggregate and integrate the information, and then

deliver it to people when, where and how they need it.”

“Beyond Spreadsheets: the value of BI and Analytics,”

Aberdeen Group, Inc.January 2009


pervasiveadjective

1: spread throughout; [syn: {pervading}]

source: http://define.com/pervasive

http://define.com/adjective

http://define.com/spread

http://define.com/throughout

http://define.com/syn

http://define.com/pervading


Why do we have to think about being

Pervasive???

People


Wheel

in a

Cogs

People

• Why did you hire your people?– Computer Expertise?– Industry Expertise?

• Most People want to do a good job


Wheel

in a

Cogs

People / Users• Casual / Users

– Stock and Stake Holders – Marketing - Press/Media– Board of Directors– Many Workers and Customers

• Excel Users – – Consultant / Finance / Analyst

• Experienced User– Line Managers

• Power User– IT and/or software vendor


People / Users• Casual / Users

– Reports– Presentations– Exception Reports– Dashboards

• Consultant / Analyst / 3rd Party– Excel Users -

• Experienced User– Add Analytics (Drilling)

• Power User– Everything plus Creation

Wheelin a

Cogs


BI by People by Area

Analytical (Drilling)

Operational

(Dashboards) StrategicSmart

PhonesSnap Shots

From EXCEL

Presentations

Web Based

Exception Reporting

e-mail Reports

Stockholders ? X X

Press/Media X X

Board of Directors X X X X

Execs C-Level X X X ? X X X

3rd Party Analyst X X

Senior Division Managers

X X X X X

Line Managers X X X X ? X X X X

IT – Power Users X X X X X X X X X X


What is BI?

• Data– Typically two-dimensional, row-by-column format– Requires you to transform data into information

• Information/Knowledge– Multi-dimensional database, such as Customer,

Locations, Periods, Salespeople and Products

– View the “whole” business picture

DataQuery, Worksheets

Information/KnowledgeBI (OLAP)

vs.


What is BI?

• Data warehousing and on-line analytical processing (OLAP)

• Data warehouse is maintained separately

• OLAP uses multi-dimensional “Cubes”

• Delivers better analytics and faster performance


Potential Benefits of BI?

• Improve Sales and Profit • Increase Customer Satisfaction• Increase Staff Morale• Decrease Expenses• Exception Reporting• Take preventative steps

• It’s about using information wisely


Business IntelligenceThe Solution

• Trends and Differences

• Scorecarding

• Integrated Security

• Dashboarding

• Drilling / Analytics

• E-mailing BI

• Charting and Graphing

• Traffic Lighting

• Web Enabled

• Export TO Excel

• Optional Data Mining FROM Excel

• Exception Reporting


BI Types

•Operational

•Tactical

•Strategic


Operational BI• Dashboards: (track KPI’s)

– Used by People that require information throughout the day

– EX: See or Track A/R or Sales or Contracts or Bids, Shipments, etc…

• Many KPI’s also track data through close of business yesterday

• Let’s take a look


Operational BI


Sales Dashboard


Branch Dashboard


Tactical BI

• Analyze Data• Improve Performance• Uncover Opportunities

• Make Better Business Decisions


One Click Philosophy


Strategic BI

• High Level Overview

• Used by Executives and Board of Directors to set Company Direction


Business Justification/ROI• BI uses OLAP Technology to:

– Improve the speed and quality of decisions– Helps to understand customer needs and markets– See what is happening in your business months earlier

• Reduce time spent generating or waiting for reports• Eliminate time determining who has the “right

numbers”• Reduce paper cost for reporting• Reduce programming cost for custom reports• Mirrored HD security built in

ALLOWS YOUR EMPLOYEES TO MAKE BETTER AND FASTER BUSINESS DECISIONS WITH FEWER

PEOPLE RESOURCES!


Push Technology & Exception Reporting



• Immediate Send To


Push Technology & Exception RReporting

• Immediate Send To• Create Triggers• Exception Reporting



• Immediate Send To• Create Triggers (Events)• Create Subscriptions (Reoccurrence)


To/From EXCEL


To and From - Excel


• Example:CEO wants to see Specific Overview every morning (by magic)

-Turns and Earns - Gross Margins -A/R by Customer - Inventory Status - Inventory less Payables - Net Working Capital - Sales Overview - Payables Overview

“Presentations”


“Presentations”


Other Devices


Other Interfaces(If you’re interested)


What’s Coming

“One Click Philosophy”

Pivot Tables within BI

Plus lots of other stuff

New ways to sort

New Ways to Group

Drag and Drop Columns


Wrap Up

• BI ALLOWS YOUR EMPLOYEES TO MAKE BETTER AND FASTER BUSINESS DECISIONS WITH FEWER PEOPLE RESOURCES!

• 1000’s of way to view data

• Traffic light technology

• Report distribution via e-mail

• Establish triggers and subscriptions

• Excel, PDF, PowerPoint Integrated


Wrap Up• EIS = Reports and Queries

• BI = OLAP–Wider and deeper information–Easier to share information–Easier to navigate–Access from anywhere–Ability to recognize issues and

immediately investigate


Other Charts


Financials Dashboard


Inventory Dashboard


Branch Overview Dashboard


Multiple Types of Graphs


Multiple Types of Graphs– Pie


Come see us at the booth!

Pam CuellarLarry ChristensenChris Kennedy


Chris KennedyWynne Systems, Inc.InfoManager(949) [email protected]

Larry ChristensenWynne Systems, Inc.InfoManager(949) [email protected]

mailto:[email protected]

http://www.infomanagerinc.com/

mailto:[email protected]

http://www.infomanagerinc.com/

business intelligence - what is it?

Documents

business picture

close of business

business justificationroibi

faster business decisions

value of bi

meeting business goals

people userscasual usersstock

fewer people resources