cisco systems enabling c-level financial insights with bi
TRANSCRIPT
Dixit Shah
Finance Manager, Finance Reporting & Analytics
Corp FP&A
[email protected], https://www.linkedin.com/in/dixit-shah/
Using Microstrategy 10
Finance TransformationRTP-3
Cisco At-a-Glance
FY18 Revenue: $49.3B, $36.7 Products, $12.6B Services (Non-GAAP)
FY18 Deferred Revenue $19.7B
FY18 Total Cash & Investments: $46.5B
More than 72,000 employees
282,000 partners; 60,000 channel partners
480 global sites doing business in 165+ countries
More than 19,000 patents
26,000 engineers (36% of our workforce)
#1 or #2 in most market segments we serve
More than 200 acquisitions since 1993
Broad portfolio of integrated products and solutions
Other Stats
$6.3B Annualized R&D
Fiscal Stats
Cisco Confidential© 2010 Cisco and/or its affiliates. All rights reserved. 3
Cubes
for
Summary
Views
Business
Objects
for
Detailed
Views
P&L CubeRevenue, COGS, Gross Margin
Summary View
Revenue BORevenue, COGS, Gross Margin Details
Bookings CubeBookings Summary View
Bookings BOBookings Detailed View
Expense/HC CubeExpense and Headcount Summary View
Expense and
Headcount BOExpense and Headcount Detailed View
Some HISTORY… ..and
many
more
cubes &
BO’s
Problem Statement
• Difficulty to self-serve across systems.Lack of self-service capabilities to monitor performance, analyze specific metrics, and conduct timely analysis to guide business decisions.
• Fragmented data sources.Lack of integrated transaction level data to understand the factors driving measures across business units, geographies, products, services, and channels.
• Inconsistent data definitions across sources.Current landscape requires deep understanding of each of the fragmented performance management capabilities to make organization-wide decisions.
Cisco Financial Analyzer powered by MicroStrategy
Analytics in the past
Analytics today with CFA
User BenefitsManual & Automated
Data Siloed & Not
Integrated Supports majority
of Analytic needs.
Enables identifying
more timely &
informed business
insights.
Supports deeper
relationship with
Business Partners.
One Source for On Demand Analytics
Centralized access to integrated data from
multiple sources.
More views readily available on demand.
Easy to use standardized reports &
dashboards.
Standardized definitions make it easy for
anyone to retrieve data without adding flags
or parameters.
Standardized data reduces need for manual
adjustments.
Enhanced report creation capabilities,
including visualizations.
Easy to manage reports & team workspace.
Collaboration capabilities.
Manual efforts require:
Setting parameters for
reports
Running reports
Compiling data
Process not repeatable.
Must be done each month.
Labor intensive process Time consuming
Limits speed & flexibility
Learnings/Mistakes (..oops)
• Very ambitious initial build.. instead of incremental build
• Check data compatibilities measure & hierarchy
• Competing priorities..
• Governance processes
• Framework clarity – who’s who in the zoo?
• Training yourself before training others
• Understanding platform and your data limitations very clearly
• Meaningful & validated use-cases
• Infrastructure & performance, Platform version
Execution Plan
Engagement Plan
Training Strategy
Communication Strategy
Cisco Confidential© 2010 Cisco and/or its affiliates. All rights reserved. 8
All key financial metrics in one place……users don’t need to pay or download anything!
Cross-functional agreement on Finance governed data
High security, scalabilty and performance
Multi-dimensional metrics for majority of needs
The Cisco Finance App Store on V.10
• GM Walk - The Gross Margin Walk application analyses differences in Gross Margin by Sales Regions and Product Hierarchies from one time period to another given variances in contributing factors such as Price, Volume, etc. (Product only)
• Bookings Scorecard - Summary analysis of Bookings/Std Margin across all key dimensions (by BE, Geo, SCMS, Country) with drilldown to PF.
• Revenue Scorecard - Summary analysis of Revenue/GM across all key dimensions (by BE, Geo, SCMS, Country), with drilldown to PF.
• Backlog - Backlog report to identify bookings by various finance categories: Shippable Backlog, Shipped Not Invoiced Backlog, and On Hold Backlog
• Deferred Revenue - Balance of net deferral on product revenue that is recurring in nature (including product subscription, enterprise licensing agreement (ELA), Cisco ONE) offset by rebates & deferrals
• Headcount - Provides headcount reporting for specific management node for actuals, CQ Commit, requisitions, offers, accepts, hires, attrition rates, trends across geos, etc
• OPEX - Analysis of OPEX numbers by Business Group and Management Hierarchy. Reporting can be viewed at "Actuals at TBFX", Actual @ USD vs. Actual @ TBFX for corp. reporting
Examples of few KPI’s
ApplicationDashboardsReports
User/GroupData
Photo Source: Bing via MSFT PPT Online Picture Add In feature
Link: https://www.crm4sure.com/image/Robust%20Security%20&%20Role-Based%20Access.png
Backup
• CFA Application Overview
• Interactive Reporting
• Multi-selector option
• Quarter Header Automation and Metric Grouping Automation
Demo Items
Sound Source: Sound Design & Tools via Youtube
Link: https://www.youtube.com/watch?v=arPCgCt1ylQ
Photo Source: Bing via MSFT PPT via Online Picture Add In feature
Link: http://abovethelaw.com/wp-content/uploads/2011/02/drum-roll-please.png
How it all started..
Started with just
ONE “anchor”
application
“Gross Margin
Walk”
Now..
23+ Apps
A new app every 4-6 weeks
App Store Headcount & OPEXRevenue, Bookings, Gross Margin
Investor Relations
Pipeline
Funnel
Market Share (TAM)
Deferred Revenue
Backlog
Segment P&L
Software Annualization
Search across
dashboards and reports
based on metadata
Dashboards (“Apps”)
Spark integration
for collaboration
Alerts
Help desk for
videos and
tutorials
Quick filter by Growth,
Sustainability or Profitability
metrics, and by major
metrics/measures
Usage tracking by
dashboard, user
and function
Sweat the
details…Show
refresh timing for
App
Dashboards,
Applications, Ad-
Hoc reporting in
one place
Multi-level
security (data
level, app level)
Flexibility to
refresh (or hold
refresh) by app.
E.g. Some daily,
others weekly etc.
User-uploaded
data OR
Merge enterprise
data
Go back
31.4%
65.1%
64.3%
63.1%
68.2%
67.1%
65.9%
72.1%
64.3%
63.1%
68.2%
67.1%
65.9%
-1.1%
65.1% 65.1%
64.3%
63.1%
68.2%
67.1%
65.9%
72.1%
64.3%
63.1%
68.2%
67.1%
65.9%
-1.1%
65.1%
71.0% 69..0% 72.0% 60.0% 31.4%
65.1%
64.3%
63.1%
68.2%
67.1%
65.9%
72.1%
64.3%
63.1%
68.2%
67.1%
65.9%
-1.1%
65.1% 65.1%
64.3%
63.1%
68.2%
67.1%
65.9%
72.1%
64.3%
63.1%
68.2%
67.1%
65.9%
-1.1%
65.1%
71.0% 69..0% 72.0% 60.0%
64.3%
63.1%
68.2%
67.1%
65.9%
-1.1%
65.1%
60.0%
NRS Values applicable for FY18 only
QTD YoY/QoQ% applicable only on month-ends
4 Qtr/8 Qtr viewo Net Revenue
o Net Revenue
YoY%
o Gross Margin %
o Forecast
By Business Group
By Geographic Theater & Segment
By Country
1,123
6,653
1,543
1,222
1,111
2,222
3,333
9,546
1,123
6,653
1,543
1,222
1,111
2,222
3,333
9,546
1,123
6,653
1,543
1,222
1,111
2,222
3,333
9,546
2.0 Pts
2.0 Pts
4.0 Pts
5.0 Pts
6.0 Pts
-1.0 Pts
1.0 Pts
10.0 Pts
2.0 Pts
2.0 Pts
4.0 Pts
5.0 Pts
6.0 Pts
-1.0 Pts
1.0 Pts
10.0 Pts
20.0%
5.0%
9.0%
1.0%
55.0%
-4.3%
10.0%
21.7%
20.0%
5.0%
9.0%
1.0%
55.0%
-0.3%
10.0%
11.7%
20.0%
-0.1%
9.0%
1.0%
55.0%
-0.3%
10.0%
11.7%
20.0%
5.0%
9.0%
1.0%
55.0%
-0.3%
10.0%
11.7%
20.0%
10.1%
9.0%
1.0%
55.0%
-0.3%
10.0%
11.7%
By Internal or External Geography
By Internal or External Business Entity
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
6,653 6,653 6,653 6,653 6,653 6,653 6,653 6,653 6,653 6,653 6,653
20.0%
10.0%
20.0%
10.0%
20.0%
10.0% 10.0% 10.0% 10.0%
20.0% 20.0% 20.0%
10.0% 10.0%
10.0% 10.0%
1.0% 6..0% 2.0% 6.0% 6.0% 0.0% 5.0% 5.0%
With / Without Divestitures
20.0%
10.0%
20.0%
10.0%
20.0%
10.0% 10.0% 10.0% 10.0%
20.0% 20.0% 20.0%
10.0% 10.0%
10.0% 10.0%
-0.1 10.0% 10.0% 10.0% -0.2% 10.0% 10.0% 10.0%
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123
6,653
1,123 1,123 1,123 1,123 1,123 1,123 1,123 1,123 1,123 1,123 1,123
Not actual numbers-
demonstrative only
Revenue App
Bookings by Segment & Country (Allocated)
1,234
2,254
3.354
Not actual numbers-
demonstrative only
Cisco Confidential© 2010 Cisco and/or its affiliates. All rights reserved. 19
Built in ‘usage stats app’ (helps adoption)
Enabling multi-selection option (Attribute Element Selector)
In the left pane, under Format, select Theme.
select Dark Theme, and click on Apply
expand the Theme drop-down again, select None, and
click Apply.
Select Layout section and notice that the
“Allow Multiple Selection” option is
checked.
Now save your changes and
execute the document in the
Presentation mode. Drown
down shows multi-selection
options in the selector
Note: Multi-selection is not visible in Editable or Design mode.
Additionally, in Editable mode, the last value in the selector will be visible.
However, in Presentation mode the first value in the selector will be
displayed.
Why upgrade?
Why is MSTR Upgrade needed?
• Need of improved stability and scalability as user adoption and usage is increasing
• iCube Memory not getting released for other processes in current version (10.2). Fixed in 10.4.3
Improved System Stability
• Critical bugs impacting CFA dashboard build are expected to be fixed in 10.4.3
• New capabilities available in new platform
Enhanced Dashboard
functionalities
• CFA MicroStrategy version is already few releases behind current stable version
• Upgrade necessary to have improved MicroStrategysupport for future issues.
Enhanced MicroStrategy
Support
User interface
Test servlet
program,Logging,CSS,JS ,Zoom,
Search, Images & Interface Security
Cache
Systematic Manual
80+ 21 +
Build and test execution
of systematic and manual
Cubes and see equal or
better Cube build
performance/SLA
Metadata Query execution
Test Sql engine to report similar queries as optimizer
might choose a different execution plan
Dashboard Functionality
76 +Test functionality of the dashboard remains same with no
change in graph types, Widgets, Blending ,use of any types of
formatting or options supporting both standard and user
dashboards
Schema Objects
Base Objects,ACL’s,Data security model,
Upload framework etc..
Support CompatibilityBrowsers, Excels,
Plugins, Connectivity and
Configurations etc..
Derived ObjectsAttributes Metrics Elements Functions
600+ 2000+ 30+ 300+
Critical YE
Changes Purging
Clean up inactive profiles and report migration
Documents :2000+ Reports :4600 +
Enterprise Manager
Stats migration and merge with
new stats
Security
Test User filter, ACL
and privileges
What does it take to upgrade?
The Finance Reporting Journey
Cisco Confidential© 2010 Cisco and/or its affiliates. All rights reserved. 28
+1000 licenses purchasedFinance leads the way.. HR, Ops..adopt
2Years
+13,000 user licenses
Building base data ..Revenue/ P&L Bookings Plan & Forecast
OPEX & Headcount
Revenue ProductCOGS
ProductRevenue Services
COGSServices
Operating Expense
BookingsProduct
BookingsServices -
Total Service
BookingsServices -
Total ServiceIFP -GM- BTOF
ProductIFP - GM-Service
IFP -GM- SSF Product
Interlock Plan
Product-GM Expense Headcount
Actuals
AllocatedForecast
Commit
Plan
OPEX type
DepartmentBy Business cuts
Internal BE
External BE
Product Type
Heirarchies
PnL
DSH
Service Finance
Sales Coverage
Country
GEO/SFH
Product (TG/BU/PF/PID)TMS Hierarchy
External Theater
Time
Week
Month
Quarter
Year
Source
Flags
FMV Flag
Available in CFA
Not Applicable
Brought 5.6 Billion
records into MSTR
V.10, and continuing
to build more on top
• 1000+ Active Users
• 25 Published Dashboards, 30+ non-published
• 900+ Documents
• 2000+ Reports
• 100+ Systematic Cubes, 50+ Non-systematic cubes
Finance Statistics as of January 31, 2019
• More apps to drive better Insights & Decisions
• CX (Services) Insights
• Cashflow App (Treasury)
• Investor Relations – Phase 2
• More granular level reporting
• Operational Enhancements
• Upgrade to MicroStrategy 2019
What’s next?
How we did it?
Source: Wikimedia
Link: https://commons.wikimedia.org/wiki/File:Hair_pulling_stress.jpg
• Executive Sponsorship
• Governance
• Investing in the BI solution
• $
• Time, Resources, Training
• Build PoC (Proof of Concepts)
• Bring parity by building data foundation
• Execution Strategy/Plan
• Engagement, Training, Communication
• Course Correction (Mistakes to avoid)
• Measuring success
• Usage and adoption
• Support
• Mgmt., Business partners, Stakeholders, IT
• MicroStrategy team
HOW we did it..Questions?
Dixit Shah
Finance Manager, Finance Reporting & Analytics
919-392-6705
https://www.linkedin.com/in/dixit-shah/
Thank You!