1. Business Intelligence In the Mid-Market

2. What is Business Intelligence? According to Wikipedia: Business Intelligence (BI) is a set of theories, methodologies, architectures, and technologies that transform raw data into meaningful and useful information for business purposes

3. In Laymen Terms Transforming data into meaningful information

4. Business Intelligence for the Mid-Market (Techie-Stuff) OLAP On Line Analytical Processing Leverages a STAR Schema Multiple attributes around one fact

5. STAR Schema Time Customer Product Fact Location Account

6. Types of OLAP ROLAP Relational OLAP Used heavily by ERP systems to deliver BI capabilities Dimensions are not set, they vary with each slice Usually have their own environment for querying data Cons Does not support write-back capabilities Static interface with Excel Tends not to transformative you still have data

7. Types of OLAP MOLAP Multi-Dimensional OLAP Extremely fast Data is optimized and stored in memory Have write-back capability Very good at aggregation Strong interface with Excel. Provides the ability to create dynamic not static analysis. Cons Requires thoughtful design Can be expensive

8. Year Qtr. 1 Jan Feb Mar Dimensions Europe 37,531,213 11,165,606 3,966,565 3,299,073 3,899,968 West 18,409,785 5,435,129 1,944,269 1,705,313 1,785,547 The attributes associated with a fact is called a dimension Germany 4,251,250 1,375,093 513,627 424,298 437,167 France 3,778,889 1,222,305 456,558 377,154 388,593 Switzerland 1,908,892 520,133 147,934 170,262 201,937 Part of what makes OLAP so powerful is the ability to Netherlands 1,508,386 418,030 154,106 123,412 140,512 aggregate the dimensions on the fly Belgium 2,124,028 574,859 234,818 210,561 129,480 Luxembourg Common 394,706 Dimensions 111,829 are: 45,329 32,481 34,018 United Kingdom Time 3,682,251 rolled up to quarters, 982,154 halves and 283,778 years 308,757 389,619 Ireland 761,382 230,726 108,118 58,388 64,220 Accounts rolled up to Income Statement and Balance Sheet East 6,938,844 2,011,966 733,209 553,957 724,800 South 7,568,314 2,394,960 875,755 650,950 868,255 North 4,614,269 1,323,550 413,332 388,853 521,366 reporting lines. Customers rolled up by sales person, regions or geography Products rolled up to groups, type or use Sample

9. ETL (Extract, Transform and Load) ETL tool is the bridge between your raw data and the processes, steps and algorithms to transform that data into a format that can be best optimized by OLAP engine Data can be accessed in many forms from delimited files, to SQL calls or API commands A strength of OLAP engines is its data neutrality Generally - ETL tools are used by specialist (consultants)

10. User Interface Business Intelligence system usually have multiple methods to interface with the system Web Interface most Business Intelligence system support a web front end Mobile Application Mobile front end to BI solution Excel Static Dynamic

11. Business Intelligence in the Mid-Market (The Practical Stuff) 1. Enhanced Closings and Improved Analysis

12. Enhanced Closing and Analysis Click

13. Business Intelligence in the Mid-Market (The Practical Stuff) 1. Enhanced Closings and Improved Analysis 2. Planning and Budgeting

14. Planning and Budgeting Flexible and comfortable budgeting environment Ability to write back is critical for budgeting Instant update and roll up of budget information Instant comparative to actuals and historical trends

15. Business Intelligence in the Mid-Market (The Practical Stuff) 1. Enhanced Closings and Improved Analysis 2. Planning and Budgeting 3. Improved Accountability

16. Improved Accountability Timely feedback Improved performance Improved decision support Improved morale

17. Business Intelligence in the Mid-Market (The Practical Stuff) 1. Enhanced Closings and Improved Analysis 2. Planning and Budgeting 3. Improved Accountability 4. Customer Profitability and Price Sensitivity Analysis

18. Customer Profitability Customer Profitability Channel Performance Price Sensitivity Product Performance

19. Business Intelligence in the Mid-Market (The Practical Stuff) 1. Enhanced Closings and Improved Analysis 2. Planning and Budgeting 3. Improved Accountability 4. Customer Profitability and Price Sensitivity Analysis 5. Managing Acquisitions

20. Acquisitions Data Independence Allows Best of Breed Virtual Integration

21. Business Intelligence in the Mid-Market (The Practical Stuff) 1. Enhanced Closings and Improved Analysis 2. Planning and Budgeting 3. Improved Accountability 4. Customer Profitability and Price Sensitivity Analysis 5. Managing Acquisitions 6. Maximizing the Exit

22. Maximize the Exit Nothing is more important than maximizing years of hard work Bad number can cost BI can provide one source of the truth Confidence in your numbers is critical

23. Business Intelligence in the Mid-Market (The Practical Stuff) Informed Decision Making

24. Demonstration

25. Beyond Intelligence Solutions Monthly Subscriptions Includes top tier Business Intelligence software Includes dedicated virtual server Includes world class support Early payment and volume discounts available $250 per seat Enterprise subscriptions also available Flexible Implementation Targeted implementations Three levels of implementations Just do it Access to manuals and community support Coached Approach Have tech savvy team, let us guide them Full implementation Leave it to the pros Partnership program available for Regional Firms and Independent Consultants

26. Questions?