1. Using Business Intelligence TARGIT Business Intelligence:
– Become a Data Driven Organization
Using Business Intelligence
Adam Thomas
TARGIT Business Intelligence

2. BI Journey Shape competitive strategies by analyzing external data
and Big data.
Basic BI & Analytics
Build a data warehouse.
Connect the most critical data sources. Share data through dashboards, analyses, mobile BI, storyboards, & reports.
Experience
operational
excellence.
Competitive Analytics
Look outside the organization. Extend your value chain and learn what’s going on before and after you meet customers. Dynamic Integration/Rejection of Internal & External Data
Real Time Data Discovery & Action Set data free to anyone: decision makers, vendors, and suppliers. Connect all data sources to provide analytics for all departments. Monitor data with alerts and predictions. Perform data discovery on ad hoc data sets outside data warehouse.
Our common goal:
Build basic BI competences with TARGIT Decision Suite – harvest the low hanging fruits
Help our customers to become more data driven in their decision making
Enable them to become truely KPI driven
Next slide: “How do you begin continue your journey?”
Understand
the health
of the
business.

3. BI Evolution Execution and Innovation
Process Performance
Execution
This worked well.
Maybe some introduction could be used – to set the context of the explanation.
In the lines of “How do you get your BI up and running?”
Would link back to previous slide, as a question
- It must be quicker to explain the 2 different execution modes – graphics should support this better OR jump down to next slide faster OR Combine the 2 slides? (Replace Execution and Innovation with Action Loop symbol and Discoverer “Icon”)
Innovation
Time (where you have used BI and capitalized on it!)

4. How successful was your initial launch?
We need “Selv Service Analytics” symbol and screenshot

5. BI Execution Action Loops Self Service Analytics
We need “Selv Service Analytics” symbol and screenshot

6. BI Innovation From Data Discovery to execution
We need “Selv Service Analytics” symbol and screenshot

7. Personas ”Different people – different needs” This slide is good…IT
I have the power I need to create comprehensive analyses and don’t need to do any heavy hand holding for the users working with dashboards throughout the company.
EXECUTIVES
The first thing I see in the morning when I look at my phone is a dashboard of overall company health.
MARKETING
It’s easy for me to track my department’s metrics to create more effective campaigns with the sales team.
This slide is good…
But it was to “hard on”. Need better intro slide.
It should lead naturally to the Insight Team
SALES
I’m able to pull up a contribution analysis on my tablet on the fly when I’m on site with customers so I’m better armed to negotiate. That never fails to impress.
FINANCE
Closing books used to be a massively time-consuming project. Our PNLs, balance sheets, and more are now completely dynamic. Do you have any idea how much time that saves me each month?

8. 1. Information consumers
Executives, Board Members, Managers, Partners, Suppliers.
Receive mostly reports and dashboards done by someone else.
Track overall processes and not too much detail.
Heavy mobile users and consumers of embedded analytics.

9. 2. Business Users
COOs, CMOs, CFOs, sales managers, directors, controllers.
More feature-rich BI clients. They add criteria and set up alerts.
They motivate their team by sharing and collaborating on analyses.
Map processes supported by data.

10. 3. Business Analysts
Business analysts, Marketing analysts, business developers, data scientists.
Comfortable within the BI environment. Tests hypotheses with different data sources.
Heavy desktop users.
Increased use of BI capabilities vs. Business Analysts or Information consumers.

11. 4. Information Designers
Information officers, BI managers, IT.
Designs reports, dashboards, and analyses for others to consume.
Strong data visualization skills required.
Master of all facets of the end-user interface.

12. Personas BI Personas Roles Departments Information Consumer
Business User
Business Analyst
Information Designer
BI Personas
Senior Supply Chain Manager
Marketing Manager
Financial Analyst
Sales Director
CEO
Roles
Marketing
Finance IT
Sales HR
Operations
Departments
This is good…
But graphics could be better (This is a bit rigid)
Also it is not a flow
It needs to support the Insight team story

13. Personas vs. Licenses Persona Appropriate License Information Consumer
Business User
Normal
Business Analyst
Advanced
Information Designer
Designer

14. What to measure? Business Model Canvas Perspective
Intro from previous slide “Lets view your company from the top”
It would make good sense to explain all 9 elements – this is the foundation for future discussions around their business.
Explain difference between performance and results
We should have a Metrics that Matter eBook that supports above story.

15. KPI Framework
Measuring what matters

16. 1 single KPI

19. Bank Statements
Financial Statement
Cash

20. Is there anything wrong with this KPI?
“Cash in the bank”

21. KPI Basics Two main types of Performance Measures Indicator
Description
KPI Framework
Key Result Indicators (KRIs)
How you have done in perspective of a critical success factor
Lagging indicator
Key Performance Indicators (KPIs)
Tell you what to do to increase performance dramatically
Leading indicator

22. According to Gartner it is estimated that about 80% of the data used in Business Intelligence in general is based on lagging indicators!

23. BI
ERP
80% of companies only measure results, they only get reports from their ERP and see “What happened?”
However, BI can tell you “Why it happened”. This by allowing you to not only analyze your traditional ERP data, but also integrating analyses coming from other data sources such as CRM, WMS, etc. to understand your internal leading indicators that generated those results. Same thing with External data, TARGIT enables you to integrate social media analytics, loose spreadsheets, and external big data sources into your analyses to understand the measures that affect your results.

27. Perfect Order KPI Dashboard

28. What are your KPI’s and KRI’s?
Are you primarily making decisions based on lagging indicators today?