fra magefølelse til faktabaserte beslutninger november 2013
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Fra magefølelse til faktabaserte beslutninger November 2013. Om vår «case» (Firstpoint). Selskapet startet i 2007 I dag et konsern med 4 operative selskaper. Lokalisert i Bergen og Oslo Planer om å utvide til nye regioner. Konkrete problemstillinger. - PowerPoint PPT PresentationTRANSCRIPT
Fra magefølelse til faktabaserte beslutningerNovember 2013
v
Business and Technology Consulting
Om vår «case» (Firstpoint)
Selskapet startet i 2007 I dag et konsern med 4 operative selskaper. Lokalisert i Bergen og Oslo Planer om å utvide til nye regioner
v
Business and Technology Consulting
Konkrete problemstillinger
Konsolidering av tall måtte gjøres manuelt (pga. divergerende kontoplaner, manglende historikk mm)
Budsjettmodell matchet ikke regnskapet på detaljnivå Manglet en god prognosemodell. Å enkelt kunne «drille» seg ned i detaljer var ikke mulig. Analyser ble laget vha Cut&Paste metoden og distribuert på
mail.
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Business and Technology Consulting
Løsning; hva vi valgte å fokusere på
Styrerapportering (driftsrapport)– Må være enkel å lage for daglig leder (tidsbesparende)– Må være enkel å forstå for styremedlemmer– Må inneholde historikk (2012, 2011)– Må gi gode prognoser
Self service BI– Må ha lav brukerterskel– Må kunne ha granulert tilgangskontroll– Analytiker må lett kunne dele resultater med andre
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Business and Technology Consulting
Solution elements
InfrastructureData warehouse, data model, SharePoint
Standard Reports
Reporting suite, integration into Word
templates
Self-Service
Drill-down, deeper insights, bespoke
analysis
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Business and Technology Consulting
Data Warehouse?
«Whoa there Bill Gates, I just want a report!»
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Business and Technology Consulting
Simple data is simple to analyse…
Uni_2_2012
AccountNumber
AccountName
AccountingDate Value
3000 Income 2012-01-31501004
3000 Income 2012-02-29506014
3000 Income 2012-03-31490834
3000 Income 2012-04-30495742
3000 Income 2012-05-31480870
3000 Income 2012-06-30480870
3000 Income 2012-07-31466444
3000 Income 2012-08-31485101
3000 Income 2012-09-30514207
3000 Income 2012-10-31524492
3000 Income 2012-11-30508757
3000 Income 2012-12-31544370
jan feb mar apr
mai jun julau
g sep okt nov de
s420000440000460000480000500000520000540000560000
3000 Income 2012
…but who has simple data?
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Business and Technology Consulting
A minor change in source data is not so unusualUni_2_201
2
AccountNumber
AccountName
AccountingDate Value
3000 Income 2012-01-31501004
3000 Income 2012-02-29506014
… … … …
3000 Income 2012-12-31544370AccountNumb
erAccountName
AccountingDate Value
3000 Revenue 2013-01-31668450
3000 Revenue 2013-02-28721926
… … … …
3000 Revenue 2013-12-31931956
3000Year Income Revenue2012 6 515 5872013 9 065 123YoY Change -100 % #DIV/0!
jan.12mar.
12mai.
12jul
.12sep
.12no
v.12jan
.13mar.
13mai.
13jul
.13sep
.13no
v.13
0100,000200,000300,000400,000500,000600,000700,000800,000900,000
1,000,000
3000 - Income 3000 - Revenue
Uni_2_2013
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Business and Technology Consulting
Data complexity can become overwhelming
Uni_2_2012
AccountNumber
AccountName
AccountingDate Value
3000 Income 2012-01-31501004
3000 Income 2012-02-29506014
… … … …
3000 Income 2012-12-31544370
Uni_2_2013
AccountNumber
AccountName
AccountingDate Value
3000 Revenue 2013-01-31668450
3000 Revenue 2013-02-28721926
… … … …
3000 Revenue 2013-12-31931956
Uni_3_2013
AccountNumber
AccountName
AccountingDate Value
3000 Sales 2013-01-31345213
3000 Sales 2013-02-28721926
… … … …
3000 Sales 2013-12-31931956
jan.12
mar.12mai.
12jul
.12sep
.12no
v.12jan
.13mar.
13mai.
13jul
.13sep
.13no
v.13
0200,000400,000600,000800,000
1,000,000
3000 - Income 3000 - Revenue3000 - Sales
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Business and Technology Consulting
Fundamentals of a Data Warehouse
Accounting Data Mart
Extrac
tLoad
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Business and Technology Consulting
Making our data business friendly
Accounting Data Mart
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Business and Technology Consulting
Making our data business friendly
Accounting Data Mart
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Business and Technology Consulting
Reporting: “What do I need to know?”
Keep it simple, stupid!
Difficult to read
No obvious conclusion
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Business and Technology Consulting
If you can’t read it, you can’t interpret it
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Business and Technology Consulting
Can’t see the forest for the trees…
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Business and Technology Consulting
When less is more…
01 02 03 04 05 06 07 08 09 10 11 120.0
500,000.0
1,000,000.0
1,500,000.0
2,000,000.0
2,500,000.0
3,000,000.0
3,500,000.0
4,000,000.0
4,500,000.0
5,000,000.0
Cumulative Results by Month
2011 Results 2012 Results 2013 Results 2013 Forecast 2013 Budget
Month
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Business and Technology Consulting
Tools to make life easier
Reporting suite– One stop shop for all reports– Subscription/alerts service– Distribution options– Security– Browser-based
Embedding into Word/PowerPoint– Copy & Paste? No thanks!– Use the flexibility of REST API to render reports
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Business and Technology Consulting
Deeper Insights
Drill-down/-through functionality– Start with an overview, but dig to find out drivers behind a number– Still haven’t found the answer? Get yourself into the model and look yourself!!!
PowerView– Hybrid report/slide/analysis tool with interactive visualisations– Gives users access to the data model– Easy to use, with similarity to pivot tables
Report
Analysis ToolPresentation
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Business and Technology Consulting
Oppsummering; hva vi har fått.
God datakvalitet, vi stoler 100% på rapportene Enorm reduksjon i forberedelsestid ifm styremøter Mye bedre prognoser Benchmarking mot budsjett på alle nivåer Lav brukerterskel Høy tilgjengelighet Definitivt et bedre beslutningsgrunnlag
Takk for oss!Endre Markussen
Head of Consulting+47 917 00 997
Alistair BrownPartner / BI Solutions Architect
+47 910 06 [email protected]