not just bowling, but taking wickets · brisbane, sydney, melbourne, london => partners in the...
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CALUMO Group
CFO Regional Symposium 2008CFO Regional Symposium 2008
Australasian Association for Institutional ResearchAustralasian Association for Institutional ResearchData warehouse Special interest group Forum 2009Data warehouse Special interest group Forum 2009
Richard Parsons CA
Business intelligence and Business Business intelligence and Business performance management scenariosperformance management scenarios
Not just bowling, butNot just bowling, buttaking wicketstaking wickets
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
‘Who are you…?’
‘OK, but its really really hard.’
Experiences (Case studies)
Lessons learned Maximise Business Returns ‐ The 45 day drop
Sources of the truth and versions of the truth
Nothing improves performancelike accountability
Nothing succeeds like success, more please
Contrary to experience – BI is not BS
Image: Agence France-Presse
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Australian owned, established 1996=> local support & expertise
Brisbane, Sydney, Melbourne, London=> Partners in the United States and Australia
Focused, professional BI for BPI=> offering the BI, the whole BI, and nothing but the BI
Experienced people in business, finance, and technology=> delivering outcomes, not shrink‐wraps
200+ customers in Australia=> to whom would you like to speak?
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
DisparateData sources
ETL (Export,transform, load)
ManageData warehouse
Create useful dynamic
subsets
Initial analysis
Detailed analysis
Style & grace
Publishing
Distributed, dynamic, collaborationBusiness performance improvement
SQL ServerIntegration Services
SQL ServerAnalysis services
Contemporary and legacy application sources, local, wan, cloud,flat text files, ISAM, VSAM, XML, RDBMS
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
It is hard getting information from disparate corporate systems
Business has a (very uncomfortable) reliance on un‐audited, uncontrollable sets of linked Excel sheets.
We (personally and in our roles) suffer untenable levels of risk – it keeps one awake at night
Excel's ease of use and low cost has driven our people to use it beyond its intended design
And these “systems” are reluctant to share
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
A secure, auditable, fit‐for‐purpose data store=> no surprises
Data accessed through familiar interfaces=> familiar, fully featured, low training, low barriers
Data securitymanaged at the data store=> controlled at the dam, not in the puddles
Business user created and managed outcomes=> no, really. We take this very seriously…
Technology expertise free to manage technology=> not required to manage the business
Excel Hell a nightmarish memory=> not a daily reality
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
APAC Medical Supplies ‐ Traditional Monthly Reporting < 90 days
Federal Government Agency ‐ Industry Intelligence < 45 days
Technical and Further Education ‐ Student Funding Intelligence < 30 days
National Hardware Distribution ‐ Budgeting & Reporting < 45 days
State Rail Operations ‐ 5 Projects : Reporting, Budgeting, Treasury etc < 110 days
Environmental Reporting ‐ Compliance Capture & Reporting < 20 days
Other Examples Australian University ‐ Reporting & Staff Budgeting < 45 days
Logistics ‐ Financial Intelligence < 30 days
Retirement Village Management‐ Reporting & Funding Management < 45 days
Property Management ‐ Client Service Property Mgt < 45 days
Port Operations ‐ Reporting & Continuous Planning < 40 days
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
‘As was’ Monthly Report Deck > 100 individual reports Largely manual with data entry to Excel Some reports providing pre‐finalisation estimates Man‐weeks to prepare ‐ dubious reliability
Automation requirement Connections to the General Ledger & Inventory systems Data entry for early estimates with commentary Coherent data, consolidation and cross‐referencing
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Capability Management Industry Performance Reporting 360o benchmarking reviews Vendor and Industry panel performance
Comparative performance reporting industry and departmentsContract and Periodic Spend weighted, Relative to TOP 10,Statistical manipulation to allow for sample sizes
Reporting outputs to 100+ vendors across multiple measures
Reports designed in Excel connected to MSAS Automated creation & delivery of over 2,500 pages.
Outcome delivered in under 45 Days
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Gained critical business insight into weighted contact hours/targets for govt reporting
highly granular student demographics
Analysis and historical snapshots
employer reporting and funding
30 Days to replace Excel/Crystal Student Reporting
Connected to a robust OLAP data mart
Owned by the Users with a Student Admin
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Multi‐store (250), web deployedbudgeting and reporting
Easy of use paramount for in‐store staff
High level budgets with approval workflow
Order processing BI by Item Bay and Store
Project Delivery Full budgeting and reporting in store 36 dynamic web reports < 90 days
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Multiple concurrent projects delivered Organisational Reporting
Business Line Reporting
Cross Charge Management
Treasury and Foreign Currency Modelling
Budgeting ‐ Node level spread to leaf level
5 Projects < 5 Months
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
From July 2009, top 1,000 polluters required to collect and report on “Environment”
Financial consequences for non‐compliance
“Unaddressed climate change presents the greatest economic risk to all stakeholders”
Project outcomes Information Capture, Reporting and performance alerts with Executive Dashboards
< 20days
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Maximise Business ReturnsThe 45 day drop
Sources of the truth and versionsof the truth
Nothing improves performancelike accountability
Nothing succeeds like success,more please
Contrary to experience –BI is not BS
Image: Agence France-Presse
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Bite off what you can chew The “45 day drop” maxim avoids indigestion Assists in early returns, gathering authority
Carts and horses, 5 Stars and Lofts Start with outcomes not data engineering Purpose driven data marts limit complexity
OLAP, writeback, familiar interface BI without interactivity is just reporting Information, Intelligence & Wisdom – BI/BS
Image: Andrew Clipsham
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Bite off what you can chew The “45 day drop” maxim avoids indigestion Assists in early returns, gathering authority
Carts and horses, 5 Stars and Lofts Start with outcomes not data engineering Purpose driven data marts limit complexity
OLAP, writeback, familiar interface BI without interactivity is just reporting Information, Intelligence & Wisdom – BI/BS
And take wickets...Image: Andrew Clipsham
CALUMO Group
CFO Regional Symposium 2008CFO Regional Symposium 2008
Australasian Association for Institutional ResearchAustralasian Association for Institutional ResearchData warehouse Special interest group Forum 2009Data warehouse Special interest group Forum 2009
Richard Parsons CA
Business intelligence and Business Business intelligence and Business performance management scenariosperformance management scenarios
Not just bowling, butNot just bowling, buttaking wicketstaking wickets
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
“I can redeploy staff from low‐value to high‐value tasks. The system has reduced the time taken to produce board reports from 12 hours to 30 minutes, and my staff don’t have to stay here until 9pm” CFO, Aevum
“It is essential that the organisation is equipped with a real time, single, 360 degree view of enterprise performance”
Group Manager Controlling & IT, Baulderstone Hornibrook
“We are now able to capture more data, more accurately, more often with more detail giving us much better insight into the business.”
Management Information Analyst, Mayne Health
“Flexibility was also paramount. We have complex customer and product hierarchies — both internal and external — and with this solution it’s just a matter of drag and drop and it’s done. Users are more self sufficient, thus freeing up the time of our business analysts.” Financial Controller, Johnson & Johnson
“Multi‐management layers can see how the business is performing, review KPI reports, then drill down to underlying data. We also need to collect and make available insightful commentary on the numbers within a very short time frame".
General Manager, Shared Services, State Rail Authority
“We had five weeks to implement the system from scratch and, so we needed an easy‐to‐use system in order to implement the product, develop it, and train 150 users.” Systems Manager, Integral Energy
CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons
Microsoft Gold Certified Partner
Microsoft Partner of the Year 2007
Microsoft Partner of the Year 2008
Australian iAwards Finalist
Australian Technology Showcase
Red Herring Top 100 Winner