1. Salesforce.com: Business Intelligence / Data Visualization
Katherine to kick things off by welcoming those in attendance

2. Agenda Introductions Six Common BI Problems
What is Data Visualization?
Our Approach
Case Studies: Salesforce.com vs. Tableau
EVRAZ
Atkore
Q&A
Katherine to review agenda

3. Introductions Katherine Russo – Consultant, Alternative Solutions
3 ½ years IT experience as a Business Analyst, Salesforce.com User, and Salesforce.com Administrator
Alyse Golden – Senior Consultant, Alternative Solutions
6 years IT experience as a Project Manager / Business Analyst:
Salesforce.com
Data Warehousing / Data Visualization
Business Intelligence: Tableau / TIBCO Spotfire
Katherine to introduce herself and then introduce Alyse; thank Alyse once she gives a brief intro
Whoever would be doing this presentation- quick bio and introduction section for each participants.

4. Six Common BI Problems Lack of Business Intelligence Strategy
Lack of BI Readiness
Lack of Direction
Lack of Execution
Lack of BI Impact
Lack of BI Resources/Commitment
Katherine to start presentation by reviewing the six common BI problems we see today with our clients

5. Voice of the Customer
There is always TOO LITTLE OR TOO MUCH—is there a right amount of data?
Data is SCATTERED—I need an answer!
Data is BORING—I’m LOST and don’t know what I’m looking for!
I need MORE INFORMATION!
This tabular data DOESN’T HELP!
Katherine to review Voice of Customer

6. Did You Know?
Katherine to review fact about data being more visual and recapping the problem and this quote to transition into a solution (Data Visualization)
90% of information transmitted to the brain is visual, and visuals are processed 60,000X faster in the brain than text. 40% of people will respond better to visual information than plain text.

7. What is Data Visualization?
With an unprecedented amount of data available to today’s businesses, Data Visualization helps you quickly discover patterns in your data that unveil trends and reveal unexpected insights driving both efficiency and market leadership.
Alyse to define what data visualization is

8. Benefits of Data Visualization
Expose underlying patterns and relationships within the data
Observe them through clear visual models
Increased precision through more effective data insights
Guided analysis and quicker answers to Why?, What?, When?
Insight Driven Actions
Data Driven Insight
High Impact Visuals
Alyse to review the benefits – try to link back to the original six problems we discussed

9. Data Visualization Maturity Matrix
Predictive Analytics
Strategic reports
What will happen next?
Data Insights
Business Impact, Business Value
Visualization
Focused reports
What drove the results?
Why did it happen?
Who are my target consumers?
What contributes to increased adoption?
Traditional Reports
Tactical reports
What happened?
Was it better than last year?
Am I within budget?
Alyse to go through the maturity matrix
Additional benefits in moving forward with Tableau over time? – Feedback from Tom/Ken N
Ad-hoc or On-Demand reports
Detailed
Simple
Aggregated

10. The Alternative Approach
Our People
Deep knowledge and breadth of experience
Customer-focused, blended project teams
Access to internal knowledge base and experiences
Consultants are incented to deliver project on time and within budget
The Delivery
Your Project, your way.
On-premise, Lab-based or Hybrid services delivery models
Agility to adapt to changes at any point in the project lifecycle minimizing the project impact for scope, timeline, or costs
Project-based
The Approach
Proven business processes and solution-focused approach
Proprietary Alternative Methodology, Agile and vendor specific project management approaches
Customer Satisfaction is Priority One
Katherine to review our approach / “market” our company slide
Does this need to be tailored more to analytics? – Feedback from Tom/Ken N.

11. EVRAZ Case Study What are the Deliverables?
The deliverables of Evraz’s initial implementation of Salesforce.com included the following:
Modifications to current out of the box object structures and the design and customization of supporting business processes
Changes to APEX automation including triggers and classes
Assistance with advanced reporting and specialized dashboard creation
Data integration with Evraz’s SAA Data warehouse
User and administrator hands on training
Katherine to review the project deliverables

12. Salesforce.com EVRAZ Reporting/Dashboards
Quick overview of Salesforce Reports/Dashboards and these are examples of reports the client uses today in SFDC; transition to the benefits of Tableau direct connect to Salesforce

13. Tableau Direct Connect to Salesforce
Alyse to review

14. Tableau Direct Connect to Salesforce
Alyse to review details once connected to Salesforce from Tableau

15. Tableau EVRAZ Reporting/Dashboards
Examples of visualizations / dashboards in Tableau

16. Atkore Case Study What are the Deliverables?
The deliverables of Atkore’s Quote Management tool implementation of Salesforce.com included the following:
Only one program interface will be required to enter, approve, and process a quotation
Opportunity will be created and populated in SF.com based on the input of the quote program
Program will have the ability to show profitability by part number as well as overall quote
Program will have the ability to a PDF copy of quote and archive file
Program will have the ability to feed performance data to SF.com dashboard, including:
# of quotes processed
Processing time
Value
Won/Lost
Katherine to review Atkore’s project deliverables / case study

17. Salesforce.com Atkore Reporting/Dashboards
Katherine to review examples of Atkore reports in SFDC

18. Tableau Atkore Reporting/Dashboards
Alyse to review Atkore Tableau dashboard examples

19. Q&A