1. OUR JOURNEY FROM EXCEL TO QLIK
CREATION
Of A DUAL ENTERPRISE REPORTING ENVIORNMENT
OUR JOURNEY FROM EXCEL TO QLIK

2. LENNOX
WHO WE ARE
Lennox International is a leading provider of climate control solutions for heating, air conditioning and refrigeration markets around the world. We have built our business on a heritage of integrity and innovation dating back to 1895

3. BUSINESS MIX
2015 REVENUE
2015 SEGMENT Profit
2015 GEOGRAPHY

4. CONTENTS PART01 PART02 PART03 PART04 Our Challenges
Qlik as the solution
CONTENTS
PART03
The Demo
PART04
Qlik Implementation

5. Manual Data Extraction
OUR CHALLENGES
DATA
REPORTS
Distribution
Manual Data Extraction
Manual Reports
Manual Distribution

6. DATA OUR AND Reporting Manual Data Manual Reporting
Most Analyst use SAP queries to pull data for month end reporting. It puts a strain on the system and is time consuming.
Manual Reporting
AND Reporting
Files pulled from SAP are used to create Excel reports. Analyst spend countless hours recreating the report each month. Very little drill down capability.
Manual Distribution
The majority of Excel reports are distributed via .
Minimal Security
Excel does offer password protection but many Analysts do not use any type of security controls on their reports.

7. QLIK AS A SOLUTION DATA REPORT APPs Distribution Data Connection
Applications
Secure Distribution

8. data OUR automation Automate Data Automate Reporting
Lennox created a Data Mart in Data Connections are made available to Hyperion, HANA, and SAP.
Automate Reporting
automation
Qlik will enable Analyst to build a report once and refresh the data. Saving hours of work each month. Qlik apps are easy to maintain and make changes to.
Automate Distribution
NPrinting will allow Analyst to schedule and distribute reporting.
Qlik Sense enables user to access apps through the cloud.
This is a great solution for our Global users.
Security and Governance
Qlik enables IT to ensure the security of our data while allowing more Analysts to access their data for reporting.

9. THE DEMO DATA REPORT APP Distribution Data Connection
Marketing Database Application
Secure Distribution using Salesforce

10. QLIK Proof OF CONCEPT The Marketing Database 27 Tabs 1447 Columns
Over 16,000 Dealers
80 hours of Manual Data collection Monthly

11. Dual Enterprise Environment
implementation
DATA
QLIK
2 phases
Data Connection
Dual Enterprise Environment
Qlik Sense Structure

12. Dual enterprise Reporting structure
Qlik Sense
qlikView
ALL Analyst
Power users
Self service creation
Intuitive
Centralized hub
Data Storytelling
Highly Customizable
Tightly Governed
Secured Centralized apps
NPrinting

13. Qlik
INFRASTRUCTURE
Server Install
Qlik Install
Data Connection

14. INFRASTRUCTURE APPROACH
Server Install
QLIK INSTALL
DATA Connection
Setup VM and install Windows Server OS in Development Environment.
1 for QlikSense
Setup VM and Install Windows Server in Test Environment.
3 for QlikSense
1 for QlikView
1 for NPrinting
Setup VM and Install Server in Production Environment.
Install/Configure Qlik Products in Development environment.
Single QlikSense Server
Configure to use SFDC as a Portal
Install/Configure Qlik Products in Test Environment
3 for QlikSense
1 for QlikView
1 for NPrinting
Install/Configure Qlik Products in Production Environment.
Connect Qlik to necessary data sources.
Oracle EDW
Hyperion
SalesForce
SAP
Transports will need to be installed on the SAP servers.
SAP BW
SAP HANA
SAP CRM as a Portal
11 Servers will be installed and configured with Windows Server OS.
Qlik Products will be running properly in all 3 environments, with the ability to embed QlikSense applications in Salesforce
QlikView and QlikSense will be able to pull data from the Qlik platform in each of the environments

15. SECURITY AND GOVERANCE
Qlik
SECURITY AND GOVERANCE
Security Model
Data Model
Stream Creation

16. SECURITY AND GOVERNANCE
SECURITY MODEL
DATA MODEL
STREAM CREATION
Define different Qlik user roles.
Administrative Types
Application Development Types
End Users Types
Define the access and capabilities that each role will have in the Qlik environments.
Setup AD Groups and security rules to reflect the roles and access.
Governance Process
Create a EDW Data Model.
Load Oracle EDW sales data to Qlik
Identify core fields for a common sales data Stream.
Build the master library for core fields and metrics
All Business Units submit Streams for initial set up of Qlik Sense
Residential
Commercial
WWR
All Business Units submit the list of users by security role for initial set up Qlik Sense
Initial set up of all Streams and Users
Roles and security rules will be set up in Qlik.
Qlik data model will be complete and ready to build metrics and visualizations in a Qlik dashboard.
Detailed Oracle EDW in Qlik
All Business Unit Streams and Users will be set up with access to their BU Streams.

17. Proposed security roles
Enterprise Roles
Shared Service Roles
Infrastructure Roles
Shared Services
Modeler
Create apps with data connections
Maintain apps
Create library items
Create standard bookmarks & stories
Maintain QVD files\Architecture
Consume published apps
Enterprise
Consumer
Migrate, publish, duplicate apps
Schedule & run reloads
Update app owner
Add content to content library
Shared Services
Content Admin
Root Admin
Server administration
Security Rules development
Monitoring
Tuning
Configuration
Best Practices
Maintain Users
Maintain data connection, stream, extensions
Extend apps by adding Sheets, Stories and bookmarks
Publish sheets & stories
Department Business Roles
Department
Contributor
Consume published apps
Extend apps by adding Sheets, Stories and bookmarks
Publish sheets & stories
Create apps with excel file
Department
Modeler
Create apps with data connections
Maintain apps
Create library items
Create standard bookmarks & stories
Maintain QVD files\Architecture
Migrate, publish, duplicate apps
Schedule & run reloads
Update app owner
Add content to content library
Department
Content Admin
Consume published apps
Department
Consumer

18. Enterprise Roles/Department Shared Service Roles/Department
SECURITY AND GOVERNANCE
Dev Server
QA Server
Prod Server
Consumer
Consumer
Enterprise Roles/Department
Business Roles
Root Admin
Contributor
Modeler
Content Admin
Contributor
Contributor
Content Admin
Content Admin
Shared Service Roles/Department
Roles
Root Admin
Root Admin
Infrastructure Roles

19. Qlik USER ADAPTION Created “Qlik Qlub” User Group
All Business Units involved
Best Practices
Training/Tips
Support

20. STEPS NEXT Continue Setup QlikView NPrinting
Complete User set up of QlikView.
NPrinting
Continue Setup
User setup and training for NPrinting
The first phase of the implementation was more heavily focused on Qlik Sense. The next phase will be focused on QlikView and user expansion with training.
Training and Certification
Work with users to provide training and a path for certification.

21. Thank you
Questions