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SA03 Functional Forum: Finance April 7, 2014 Dan Brault Qlik Paul Van Siclen - Qlik Tom Mandt iQdecisions Brian Booden Cooper Software Kit Mundy Differentia Consulting Ltd

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Page 1: Qonnections 2014 - Finance Functional Forum

SA03 Functional Forum:FinanceApril 7, 2014

Dan Brault – Qlik

Paul Van Siclen - Qlik

Tom Mandt – iQdecisions

Brian Booden – Cooper Software

Kit Mundy – Differentia Consulting Ltd

Page 2: Qonnections 2014 - Finance Functional Forum

#qonnections

This Presentation contains forward-looking statements, including, but not limited to, statements regarding the value and effectiveness of Qlik's products, the

introduction of product enhancements or additional products, Qlik’s partner and customer relationships, and Qlik's growth, expansion and market leadership,

that involve risks, uncertainties, assumptions and other factors which, if they do not materialize or prove correct, could cause Qlik's results to differ materially

from those expressed or implied by such forward-looking statements. All statements, other than statements of historical fact, are statements that could be

deemed forward-looking statements, including statements containing the words "predicts," "plan," "expects," "anticipates," "believes," "goal," "target,"

"estimate," "potential," "may", "will," "might," "could," and similar words. Qlik intends all such forward-looking statements to be covered by the safe harbor

provisions for forward-looking statements contained in Section 21E of the Exchange Act and the Private Securities Litigation Reform Act of 1995. Actual

results may differ materially from those projected in such statements due to various factors, including but not limited to: risks and uncertainties inherent in our

business; our ability to attract new customers and retain existing customers; our ability to effectively sell, service and support our products; our ability to

manage our international operations; our ability to compete effectively; our ability to develop and introduce new products and add-ons or enhancements to

existing products; our ability to continue to promote and maintain our brand in a cost-effective manner; our ability to manage growth; our ability to attract and

retain key personnel; the scope and validity of intellectual property rights applicable to our products; adverse economic conditions in general and adverse

economic conditions specifically affecting the markets in which we operate; and other risks and uncertainties more fully described in Qlik's publicly available

filings with the Securities and Exchange Commission. Past performance is not necessarily indicative of future results. The forward-looking statements

included in this presentation represent Qlik's views as of the date of this presentation. Qlik anticipates that subsequent events and developments will cause

its views to change. Qlik undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information,

future events or otherwise. These forward-looking statements should not be relied upon as representing Qlik's views as of any date subsequent to the date of

this presentation.

This Presentation should be read in conjunction with Qlik's periodic reports filed with the SEC (SEC Information), including the disclosures therein of certain

factors which may affect Qlik’s future performance. Individual statements appearing in this Presentation are intended to be read in conjunction with and in the

context of the complete SEC Information documents in which they appear, rather than as stand-alone statements. This presentation is intended to outline our

general product direction and should not be relied on in making a purchase decision, as the development, release, and timing of any features or functionality

described for our products remains at our sole discretion.

© 2014 QlikTech International AB. All rights reserved. Qlik™, QlikView™, QlikTech™, QlikView.Next, Data Dialogs™, Natural Analytics™, Qlik Customer

Success Framework™ and the Qlik logo are trademarks of QlikTech International AB which have been registered in multiple countries. Other marks and

logos mentioned are the trademarks of their respective owners.

Legal Disclaimer

Page 3: Qonnections 2014 - Finance Functional Forum

#qonnections

• Introduction

• Why Finance?

– Finance Solution Areas

– What Matters to the CFO

– Finance BI Maturity Curve

• Tom Mandt – iQdecisions

• Brian Booden – Cooper Software

• Kit Mundy – Differentia Consulting Ltd

• Partner Marketing Assets & Collateral

• Q&A

Session Agenda

Page 4: Qonnections 2014 - Finance Functional Forum

Global Market Development

Mike Saliter

Manufacturing & Service Industries

David Telford

Retail & Services (Americas)

Scott Jennings

Retail & Services(EMEA)

(To Be Hired)

Manuf. & High Tech

(Americas)

Tom Haas

Manuf. & High Tech

(EMEA)David Telford

Manuf. & High Tech

(APAC)

(To Be Hired)

OEM / Software(Global)

(To Be Hired)

Communications, Energy & Utilities

(Global)

Niall Gallacher

Financial Services

Duncan Ash

Financial Services (Americas)

Paul Van Siclen

Financial Services(EMEA)

Duncan Ash

Financial Services(APAC)

Lance Tay

Public Sector & Health Sciences

Life Sciences / Healthcare

(Global)Ellen Derrico

Public Sector / Public Healthcare

(Global)David Bolton

Healthcare(Americas)

(to be hired)

Customer Advocacy

Barbara Jenkins

EMEA Customer Advocacy

Elisabeth Catuogno

Global / APAC Customer Advocacy

Barbara Jenkins

Global Customer Programs

Vivien Quinn

Americas Customer Advocacy

Donna Edwards

Solutions Marketing

Daniel Brault

Content developers

Virtual functions

2014 Market Dev. Org.

Global

Group

Leads(player/coach)

Regional

/ Sector

Leads

Already in place

Planned in 1H 2014

KEY:

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#qonnections

Finance• Financial Planning

& Analysis

• Expense Management

• Revenue & Profitability

• Cash-Flow & Balance Sheet

• Risk & Compliance

IT as a User• Helpdesk Management

• IT Infrastructure

• Software & License

• Network Governance

Human Resources• Workforce Management

• Total Rewards

• Recruitment

Marketing• Campaign Performance

• Customer Segmentation

• Web Analytics

Supply Chain• Procurement

• Inventory

• Logistics

Operations• Production Efficiency

• Operational Risk

• R&D and Innovation

• Customer Service/Call

Center

Sales• Sales Enablement

• Sales Management

QlikView Solutions by Function

Page 6: Qonnections 2014 - Finance Functional Forum

#qonnections

Why Finance?

Page 7: Qonnections 2014 - Finance Functional Forum

#qonnections

Finance Solution Areas

Financial Planning &

Analysis

Expense ManagementRevenue &

Profitability

Cash-Flow & Balance

Sheet ManagementCompliance & Risk

Page 8: Qonnections 2014 - Finance Functional Forum

#qonnections

The Finance Function

• Bogged down in non-value add activities, the process of pulling data, reconciling, and presenting static reports to the business

Primary Challenges:

• Finance processes and activities between financial close and financial reporting/disclosure remain manual

• Monthly, quarterly, and annual reporting cycles leave no time for in-depth analysis

The “Last Mile of Finance”

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#qonnections

What Matters to the CFO

• Business Partnering and Influence

• Strategy Development and Execution

• Operational Excellence

– Compliance, Internal Control, Audit Readiness

– Financial Reporting & Disclosure

– Financial Processes Management

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#qonnections

Vision of Finance BI Maturity Curve

Higher Profitability and Efficiency/Effectiveness

Pro-Active Analysis

Client-Initiated Business Analysis

Trends, Variance Analysis, Hierarchy & Segmentation

• Accounting, Controls, and

Financial Reporting

• Consensus Builder

• Influencer

• Strategist

Finance Roles

Page 11: Qonnections 2014 - Finance Functional Forum

Financial & Sales Forecasting using

QlikView and KT Labs KliqPlan

April 7, 2014

Tom Mandt

General Manager, iQdecisions

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#qonnections

• iQdecisions General Manager

• Over 30 years experience in technology projects

• Wide range of industry and business focus

• This was our first KliqPlan implementation

Tom Mandt

Team

• Christopher Buschmann – CIO, SurModics

• Luca Marasi – Account Manager, KT Labs

• Kate LeTourneau – Developer, iQdecisions

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

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#qonnections

• Introduction

• Opportunity – SurModics Insight Application

– Definition

– Application

– Intermediate Results

• Forecasting

– KT Labs: KliqPlan

– Description

– Demo

• Wrap-Up

• Q&A

Agenda

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

Today’s Presentation:

Page 14: Qonnections 2014 - Finance Functional Forum

#qonnections

•Forecasting is a natural progression of any

financial/sales application focus

•Easy to use existing processes

•Fast implementation

•High ROI expected

Key Takeaways

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

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#qonnections

Introduction

Revenue (FY) 56M

Net Income 14M

NASDAQ GS SRDX

Price $24.98

Medical Device Coating Technologies

• Lubricious Coatings

• Hemocompatible Coatings

• Drug Delivery Coatings

Qlikview Technical Partner

• Privately held Irish software vendor

• Extension objects called KliqObjects

• The Planning Suite: KliqPlan, KliqTable, KliqDriver and KliqCalc

• KliqMap, mapping connector for esri ArcGIS

Qlikview Full Solution Partner

• Minneapolis Minn

• Financial Services

• Manufacturing

• Medical Devices

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

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#qonnections

Reporting and Analytics

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

• Replace Flash Report

– Extract from ERP (Syspro)

– 66,000 row spreadsheet

– Business Unit spreadsheet

– Replaced the 10/hrs per month to do this report

• Insight-Revenue

– Not only automated the report

– Now have interactive extensive platform

– 18 immediate users – advanced quickly to 28 users

– Saving was .25 FTE

Hurdle:Looking beyond the

one spreadsheet

Value:Single version of the

truth

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#qonnections

Tying It All Together - SVOTT

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

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#qonnections

Insight Applications

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

• Enhanced Reporting

– Better visibility to Revenue by Revenue Type

– Quick View to Sales performance (Red, Yellow, Green Colors call out data to the eye instead of needing to analyze)

– Customer and Product views by Sales Account Manager

– Revenue Analysis by Geography

– Customer and Product Sales Analysis (New Customers, New Products, Top 20 growth/decline)

– Volume and Quantity

– Unit Cost vs. Revenue (Margin analysis)

• Insight-Sales with Forecasting

– Add Forecasting

– Gave real insight

– Went up to 42 users (107 person company)

Hurdle:Taking care of each

group’s individual

wants

Value:Common language

from CFO to Order

Entry

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#qonnections

What Every CFO (and Sales Manager) Wants to Know

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

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#qonnections

What Every CFO (and Sales Manager) Wants to Know

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

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#qonnections

…And Now Bring In Forecasting!

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

Single table

view

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#qonnections

KliqPlan© within your QlikView documents

Smart

data-entry

Audit trails

Smart Paste

WorkFlow

Cells locking

Blocked totals

Data spread&break-

back

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

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#qonnections

KliqPlan©

Base Your Budget On Existing Data

Use a QlikView expression to point at a basebase

Previous Year

Forecast

Difference =

150,000

Variance = 14

Enter the difference or the % variance to recalculate the input

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

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#qonnections

KliqPlan© - Modify Your Model at Any Time

=15

0

+50

%1

0

Data Input, spread shortcuts, copy values, and distribution

Check box

List box

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

Page 25: Qonnections 2014 - Finance Functional Forum

Demonstration

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#qonnections

Summary and Key Takeaways

• Forecasting is a natural progression of any financial application focus

• Easy to use existing processes

• Fast implementation

• High ROI expected

• Resource

• Insight Revenue

• 2 Phases – 1 Customer PM, 1 iQd Programmer

• Phase I – 11 Weeks Phase II – 8 Weeks

• Insight Sales

• 2 Phases – 1 Customer PM, 1 iQd Programmer

• Phase I – 24 Weeks Phase II – 4 Weeks

• Insight Sales Forecasting

• 2 Phases – 1 Customer PM, 1 iQd Programmer

• Phase I – 10 Weeks Phase II – TBD Weeks

iQdecisions – Delivering the Next Generation of Business Intelligence

We Listen….We Learn…We Understand…We Guide…We Deliver

Page 27: Qonnections 2014 - Finance Functional Forum

Question

&

Answer

Page 28: Qonnections 2014 - Finance Functional Forum

Thank You

Page 29: Qonnections 2014 - Finance Functional Forum

QlikView for Finance and ERP

Finance Ledger & Executive Finance Dashboard

April 7, 2014

Brian Booden

Cooper Software

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#qonnections

Brian Booden

• Supervising QlikView and BI Architect

• QlikView Designer, Developer, Administrator

• 5 years QlikView experience, 14 years in IT

• Email: [email protected]

• Twitter: @brian_booden

• Twitter: @cooper_software

• LinkedIn: Cooper Software

Presenter

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#qonnections

• Introduction to Cooper Software

• Business Intelligence Challenges with ERP

• Finance Ledger Demo

• Executive Finance Dashboard Demo

• Summary and key takeaways

Agenda

Page 32: Qonnections 2014 - Finance Functional Forum

#qonnections

About Us

• Established in 2005

• Located in Edinburgh, Manchester and Stockholm

• Systems integration specialist, with expertise in customisation and optimisation of

large-scale Enterprise Resource Planning (ERP) systems

• Europe’s largest technical services provider for IFS Applications™ users

• Actively work with and support 40% of the UK IFS user base

• UK’s largest full-time team of technical and functional consultants for IFS

• Leading supplier of QlikView for ERP in UK

• Established 3rd party support facilities

• 100% of clients re-engage with Cooper Software on secondary projects

Cooper Software

Page 33: Qonnections 2014 - Finance Functional Forum

#qonnections

Sales Management for IFS

• Analyse Customer Order

quantities, Gross and Net

Sales values, and margins

• Analyse General Ledger

vouchers, at transactional

level.

Cooper Software QlikMarket Apps

Finance Ledger for IFS

• Analyse your Balance Sheet

and P&L by Account, Account

Group and Cost Centre

• Analyse General Ledger

vouchers, at transactional

level.

On Time Delivery for IFS

• Analyse Aging Orders

• Full Visibility of Late and On

Time Deliveries

• Forecast Planned and

Promised orders

Page 34: Qonnections 2014 - Finance Functional Forum

#qonnections

Key Problems

• Data held in multiple sources, often required to be joined to create value-add

analysis and reporting

• ERP internal report writing tools often too simplistic

• Management feeling they are not getting value from their ERP system as they do

not ‘see’ it

• Not knowing where data is held and whether it is the correct data to analyse

• Spending lots of time creating static reports

• Re-processing the same disparate data sets each month to create same reports

• Users unable to mine data and/or reports

• Out of date reporting; users complaining that data isn’t current or live

• Point dependency on technical resources and IT

• Excel focus on reporting

Business Intelligence Issues with ERP

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#qonnections

Common Issues

• Massive Excel sheet at the heart of

everything

• Difficulty in generating for different

companies or cost centers in same

organisation

• Manual correlation of many tables /

data sources

• Inability to get to detail of General

Ledger transactions

• Reliance on paper distribution at

month end

Key Points

• Standard format – deliberately

simple

• Hyperlinks back to source system

at transactional level

• Actuals or Cumulative

• Paper reports for month end

reporting

• Single or consolidated company

view

• Fast, but granular

• Incremental Load on GL

Finance Ledger

Page 36: Qonnections 2014 - Finance Functional Forum

Finance Ledger

Demo

Page 37: Qonnections 2014 - Finance Functional Forum

#qonnections

Common Issues

• Lack of consolidated financial KPI

view missing

• Reporting in common currencies

on a global, multi-currency, multi-

company scale

• Existing reporting mainly Excel

based and/or static

• Static and time consuming existing

reporting

• Consolidation of Regions and

accounts across companies

Key Points

• KPI dashboard view

• Currency conversion across

several common currencies

• Analysis of Project costs and

revenues

• Isolation of good/bad suppliers and

customers

• Payables, Receivables, Inventory

(PRI) consolidation

Executive Finance Dashboard

Page 38: Qonnections 2014 - Finance Functional Forum

Executive Finance Dashboard

Demo

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#qonnections

Automated QlikView script generation for ERP

• Outputs full QVD creation script

• Outputs script to load fully transformed QVDs

• Dynamically renames QlikView tables and fields

• Uniquely names all fields

• Identifies primary and foreign keys

• Full SQL statement generated

Cooper Software IFS SDK

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#qonnections

• QlikView provides a powerful base for iterative development

– Finance Ledger provides a loose but flexible fit for most companies

– Exec Dashboard contains bespoke functionality built on Finance Ledger

• Performance vital when dealing with large datasets e.g. GL transactions

• Finance users love Excel

– Make it the output, rather than the processing tool

• Repeatability and paper reporting still important

• QlikView excels at Finance consolidation tasks

– Currency conversion

– Consolidation across companies

Summary and key takeaways

Page 41: Qonnections 2014 - Finance Functional Forum

#qonnections

Cooper Software QlikMarket Apps

• Sales Management for IFS

• Finance Ledger for IFS

• On Time Delivery for IFS

Maximize today’s learning

Cooper Software Qonnections Sessions and Blog

• Also presenting at SA23 Functional Forum: Sales & Marketing

• Cooper Software Blog - Rapid QlikView App Development with

Cooper Software SDK™

Community: Qonnections 2014 exclusive group

• Download Qonnections 2014 presentations

• Join the conversation

– tinyurl.com/qlikpn-community2014

– tinyurl.com/qlikpn-facebook

– tinyurl.com/qlikpn-linkedin

Page 42: Qonnections 2014 - Finance Functional Forum

Question

&

Answer

Page 43: Qonnections 2014 - Finance Functional Forum

Thank You

Page 44: Qonnections 2014 - Finance Functional Forum

Finance Forum

Smarter.bi solutions for Finance

April 7, 2014

Kit Mundy

Differentia Consulting Ltd

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#qonnections

Kit Mundy

• Differentia Consulting Ltd

• Managing Director

• Over 6 years experience with QlikView

• Previously a partner in KPMG Consulting responsible

for Oracle JD Edwards practice in the UK

• e: [email protected]

• m: +44 7767 464850

• t: @kitmundy

Presentation by:

Page 46: Qonnections 2014 - Finance Functional Forum

#qonnections

• Introduction to Differentia Consulting

• Our experience

• Smarter.bi

• Propositions for Finance

– JD Edwards Finance templates and scriptbuilder

– Smarter.PMO for the programme cost management

• Demonstration

• Q&A

Agenda

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#qonnections

QlikView Elite Solution Provider, based in the UK

• Independent consulting firm, specialising in ERP and BI (QlikView)

• ex KPMG Consulting

• Leading QlikView partner in the UK (#1in the UK in 2011 and 2012

and #1 in Europe 2012)

• Providing a full service for QlikView

– Consulting / applications development

– Software licences

– Training

– Applications and technical support

– Technical architecture / hardware sizing

– Managed Services

– Cloud based Platform as a Service (Paas)

• Oracle JD Edwards partner since 2002

About Differentia Consulting – Who are We?

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#qonnections

Our consulting background enables us to work with customers across

multiple sectors, covering:

• Manufacturing

• Retail

• Distribution

• Real Estate / Construction

• Engineering

• Facilities Management

• Business Services (including legal)

• Energy and Utilities

• Financial Services

• Telco and Media

Our Experience

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DC Customer

• Global services group, Head offices based in the UK

• $4bn revenue, 68,000 employees, operating worldwide

• Provide services for pest control, washroom and cleaning services

• Selected QlikView in 2011, following a Proof of Concept focused on

improving the productivity of their call centre

• Now implementing QlikView globally

• 2,500 QlikView users, based in Europe, US and Asia-Pac

• Finance app based on Open Accounts

Differentia Customer Case Study

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#qonnections

• UK distribution arm of large global drinks manufacturer

• Selected QlikView in 2011

• Now rolling out QlikView across Europe

• Finance app based on JD Edwards, covering GL, AP, AR –

implemented using the Differentia JDE templates

• Managed Services provided by Differentia Consulting

Differentia Customer Case Study

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#qonnections

Differentia have developed a series of Smarter.bi propositions for

finance:

• Finance templates for JD Edwards

• Budgeting and Planning

• Smarter.PMO – Programme cost management

These are marketed to specific individuals in targeted companies.

Smarter.bi for Finance

Page 52: Qonnections 2014 - Finance Functional Forum

#qonnections

Various templates have been built over specific JDE modules.

These include:

• General Ledger

• Accounts Payable

• Accounts Receivable

• Sales

• Manufacturing

…with more in development.

The templates are designed to provide a rapid implementation, where

the data being extracted and user interface can be further enhanced

to suit a specific client’s needs.

JD Edwards Templates - overview

Page 53: Qonnections 2014 - Finance Functional Forum

#qonnections

Each template follows a recommended best practice 3-

tiered architecture

Template Architecture

.

The ‘front-end’ QVW loads

the QVD formatted data

and provides the user

interface.

The second QVW reads the

‘raw data’ QVDs, transforms

the data and store ‘formatted

data’ into QVD’s

The initial QlikView document

(QVW) extracts the data and

stores ‘raw data’ into

QlikView data files (QVD’s)

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The second stage QVW performs the transformation of

the data, taking into account:

• Data dictionary tables to provide meaningful field names (as

opposed to field aliases)

• Display decimals to ensure the floating point decimals are correct

• Julian date conversions

• UDC description lookups for category codes and other user defined

fields.

The most common tables (and fields) for each module are extracted

from JDE and the table relationships defined, resulting in the most

effective QlikView table schema

JDE template – data transformation

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All templates have a ‘starting point’ user interface with

common dashboard and analytic requirements that can

easily be adapted according to the client’s requirements

JDE Template UI Design

Page 56: Qonnections 2014 - Finance Functional Forum

JDE Accounts Payable Dashboard

Page 57: Qonnections 2014 - Finance Functional Forum

Aging

Page 58: Qonnections 2014 - Finance Functional Forum

Suppliers

Page 59: Qonnections 2014 - Finance Functional Forum

Spend

Page 60: Qonnections 2014 - Finance Functional Forum

Payment Terms

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Transactions

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There may be a requirement to extend a template over additional

tables, or build new QlikView documents over other modules/tables,

including custom tables created in JD Edwards.

The script builder has been designed to make the task of extracting

and transforming data from JD Edwards a lot more efficient and

effective, ensuring best practices are adhered to.

The script builder is installed on the client site referencing their

specific system tables, object librarian, data dictionary etc. Specific

tables and fields can be selected and the QlikView script for the

extract and transform will be performed.

JDE Scriptbuilder

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JDE Scriptbuilder

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Summary

• The JD Edwards templates and scriptbuilder are available for use

by other Qlik partners for use with their JD Edwards customers

• Coming to QlikMarket soon…

• For further info, please contact either:

– Kit Mundy

– Kate Perry

Page 65: Qonnections 2014 - Finance Functional Forum

Question

&

Answer

Page 66: Qonnections 2014 - Finance Functional Forum

#qonnections

There’s a solution demo for that…

Demo.Qlik.com

Qlik Market (market.qlikview.com)

Page 67: Qonnections 2014 - Finance Functional Forum

#qonnections

Solution Kit Components

• Sales Guide− Bulleted quick reference guide

− At function level

• 5 Data Sheets− 1 Page each

− At solution level

− External use

• Sales Presentation Slides− At each solution level

− Finance trends

− Application screenshots

• Customer Case Studies

• Essbase Connector Demonstration

• Solution Demos & Scripts − Aligns with solutions & capabilities

• Additional Assets(Updated based on feedback/needs)

− Videos

− Brochures

− Chalk & Talks

− White Papers

− External Marketing Assets

− Partner Solutions

Page 68: Qonnections 2014 - Finance Functional Forum

#qonnections

Events

Homepage

Page 69: Qonnections 2014 - Finance Functional Forum

#qonnections

Resources

Page 70: Qonnections 2014 - Finance Functional Forum

Library

Page 71: Qonnections 2014 - Finance Functional Forum

#qonnections

• Finance holds the “keys to the kingdom”

• QlikView has proven experience as the missing piece to the puzzle

• Understand what matters to the CFO and the maturity curve of BI in

Finance

• Forecasting is a natural progression of any financial application

focus

• Function with High ROI

• QlikView shines at consolidation tasks

– Make excel the output, rather than the processing tool

• Valuable finance data connectors (JDEdwards, Essbase, and more)

• Leverage Qlik Market and the Partner Portal

Summary and key takeaways

Page 72: Qonnections 2014 - Finance Functional Forum

#qonnections

Please complete the track session survey via the mobile app

• Access the track session survey through the mobile app

• Enter track session code SA03

• Provide your feedback

Feedback

Page 73: Qonnections 2014 - Finance Functional Forum

Question

&

Answer

Page 74: Qonnections 2014 - Finance Functional Forum

Thank You

Page 75: Qonnections 2014 - Finance Functional Forum

Appendix

Page 76: Qonnections 2014 - Finance Functional Forum

#qonnections

Finance Needs Business Discovery

Rate how effectively the following information-centric initiatives is managed.

“Our Finance department…”

Source: TDWI, 2010

Page 77: Qonnections 2014 - Finance Functional Forum

#qonnections

2013 Gartner Financial Executives

International CFO Technology Study

Source: Gartner Press Release, Gartner Says Business Intelligence/Analytics Is Top Area for CFO Technology

Investment Through 2014, May 2013, http://www.gartner.com/newsroom/id/2488616

“From an enterprise perspective, BI and business applications continue to dominate

the CFO's IT investment desires, although they are somewhat behind where they

were in 2012”

“These results are consistent with those of the last five years, which show that

organizations are still struggling to make progress with BI and analytics”

"With over 20 areas of choices, all of the top 12 that were chosen by CFOs can

be addressed and/or improved with investments in BI and analytics."

"The survey findings would seem to suggest that the CFO prioritizes business

applications higher than the CIO does"

“If the CIO does not understand this, then there's a chance the CFO will sponsor

his or her own initiatives, and not coordinate them with the IT organization. This

demonstrates the trend that BI is becoming less of a CIO responsibility and more of

a CFO and line-of-business responsibility”

“This year's responses show that 39 percent of IT organizations currently report

to the CFO”

Page 78: Qonnections 2014 - Finance Functional Forum

#qonnections

Business Value with QlikView in Finance

ROI examples

• 25% decrease in contractor employment needs

• $10 million budget savings as a result

• 1 year duration projects now reduced to 6 weeks

• €42 million in procurement cost savings over 2 years

• 231 hours/month reduced to 54 hours for BI work

• £3 million savings in first year with QlikView

• £24 million forecasted savings over 5 years using QlikView

• ½ day reduced to ½ hour for typical in depth analysis

• $4 million cost savings

• $100 million in added revenue from the support and service

contracts they are now able to monitor and quickly address

• 3 weeks to 3 days for the Financial Close process

• Before: “50 per cent of the finance group spent 50 per cent of

their time gathering reports”

• After: 30% est. savings on employees’ resources and time

Page 79: Qonnections 2014 - Finance Functional Forum

Enablement

Partner Portal and Expertise Program

Page 80: Qonnections 2014 - Finance Functional Forum

How to Become a Qualified Expert and

Status Designations

Manufacturing & High Tech

Retail & Services

Energy & Utilities

Life Sciences

Communications

Financial Services

Healthcare

Technology

QlikView Mobile Expert

Verticals / Industries

4 Customer References

(Solution Profiles)

1 QlikView Demonstration

Solution on QlikMarket

Industry Highlights &

Best Practices webinar

Marketing the “Expert”

Solution(s) on Qonnect

Marketing Service

Page 81: Qonnections 2014 - Finance Functional Forum

Taking Advantage of the Expertise Program

Enablement Benefits and Solution Validation

Marketing Support

Expert Status in the Partner Locator (QlikView.com)

Promotion of Partner’s Customer References

Priority Lead Assignment

Promotion on QlikMarket

Access to Industry Marketing Campaigns & Web Content

Priority Invitation to Events

Marketing & Sales Incentives

Validation of Partner’s QlikView Solution by Qlik

Invitation to Qlik’s Expertise Partner Groups

Eligibility to sponsor at Qonnections

Annual Global Partner Summit and other Qlik events

Use of Qlik Expert Status designation

Enhanced Support in Customer Reference and Case Study creation and

production

Page 82: Qonnections 2014 - Finance Functional Forum

How to Apply & Partner Onboarding Process

Step 1

Submission of

Application

Step 2

Adding requested

References

Step 3

Providing

Showcase

Step 4

Marketing

Activities

Approved by

Program

Manager

Approved by

Industry Leads

Approved by

Qlik Market

Team

Support

through

Marketing

Team

Page 83: Qonnections 2014 - Finance Functional Forum

#qonnections

Partner Portal Homepage

Events

Page 84: Qonnections 2014 - Finance Functional Forum

#qonnections

Partner Portal Homepage

Events

Page 85: Qonnections 2014 - Finance Functional Forum

#qonnections

Partner Portal Homepage

Events

Page 86: Qonnections 2014 - Finance Functional Forum

#qonnections

Partner Portal Homepage

Events

Page 87: Qonnections 2014 - Finance Functional Forum

#qonnections

Product Support

Page 88: Qonnections 2014 - Finance Functional Forum

#qonnections

Resources

Page 89: Qonnections 2014 - Finance Functional Forum

Enablement Resources - Product pages

Page 90: Qonnections 2014 - Finance Functional Forum

#qonnections

Role Based Pathways