1. #bhscsummit @bhsolutions Halo Business Intelligence Brandon Kirby Vice President Technology and Business Development Halo Business Intelligence brandon.kirby@halobi.com

2. Halo Supply Chain Intelligence Brandon Kirby, Vice President

3. Objectives Aggregate data from multiple systems Legacy  ERP  CRM  Spreadsheets Solve Data Quality Issues USA or U.S.A or United States Self Serve Data Discovery & Dashboards Predictive Analytics Budgeting & Planning Solutions

4. About Halo Data Warehouse Accelerator Data Quality Data Discovery Predictive Analytics Demand Forecasting

5. Recent Awards & Applications 2015 Best Emerging Midmarket Solution Big Innovation Award – Halo Span Gartner MES Best Presentation

6. “This is the analysis we’ve been looking for four years…” -Top 10 U.S. Brewer, 2014 “We are making Halo the core of our information management infrastructure” -Emory University, 2015 “The distribution models gives us a whole new view of our supply chain.” -Top 50 Craft Brewer, 2014 “We reduced our aged inventory from 48% to 15% using your solution” -High Liner Foods, 2014 “We estimate $1.4 M in cost savings every six months using Halo predictive analytics…” -Qualcomm, 2015

7. “With improved visibility, our production managers can fine tune weekly production staffing requirements, saving us roughly 15% in salaries and related costs in the first year. We quadrupled our productivity in two years. We see Halo as a major contributor to our improvement.” - Franke Foodservice Systems, Inc. October 2014 “This is the depletion scorecard (our operations manager) has been looking for two years.” -Top 10 U.S. Brewer, January 2015 “We’ve been able to reduce our aged inventory from 48% to 15%”. -High Liner Foods, March 2014 “Halo’s Supplier Scorecard enabled us to increase working capital by $1M in the first 3 months after implementation.” - Meggitt Aerospace, December 2013 Aarons Furniture – Found 20% growth opportunity in up-sells in Phase 1 - John Trainor CIO “This is the analysis we’ve been looking for four years…” -Top 10 U.S. Brewer, 2014 “We are making Halo the core of our information management infrastructure” -Emory University, 2015 “The distribution models gives us a whole new view of our supply chain.” -Top 50 Craft Brewer, 2014 “We reduced our aged inventory from 48% to 15% using your solution” -High Liner Foods, 2014 “With improved visibility…we cut production staffing costs roughly 15%...” -Franke Foods, Inc., 2013 “We estimate $1.4 M in cost savings every six months using Halo predictive analytics…” -Qualcomm, 2015 Customer Quotes

8. Aarons Furniture Qualcom m Anchor Brewing Pacific AG Retail Leasing Payment Prediction Predictable Revenue Wireless chip maker Asset use optimization $1.41M savings per year Craft brewer Inventory visibility Improved forecasting Improved product dev. Almond grower Drought Management Reduce water use Est. $5k savings per acre Flexible Analytics Platform Case Examples

9. CostVisibilit y Resilienc y Top three supply chain priorities With the basics in place, we can address core business needs

10. Cost Management VisibilityResilienc y Challenge

11. Extract Data Transfor m Desig n Mode l Analyz e ERP CRM Custom Files Syndicated Data Big Data Halo Source Data Warehouse Sales Inventory Finance Quote to Cash Data Quality and Prep Demand Forecasting Supply Chain Segmentation Predictive Rick Modeling Inventory/Channel Opt. Reporting & Analytics Executive Visualization Collaboration What ifs & Write Back Hybrid On-Premise / SaaS How Halo Works

12. Capture/Analyze/Publi sh Data prep and analysis in existing analytic centers Data and output combined to identify EXCEPTIONS EXCEPTION management Blend/Synthesize How Halo Works S&OP Sourcing Assets Customer Management Inventory Plant

13. Sales Analysis Coverage Analysis Bookings Customer Service Profitability Backlog Analysis Returns Financial Analysis General Ledger AR/AP Balance Sheet Income Statement Inventory Scorecards Inventory Turns Movement Excess & Shortage AR Analysis Production Planning BOM (Bill of Materials) Production Orders Planned Orders Forecast Order Fulfillment Rejected Order Analysis Coverage Analysis Backlog Analysis Demand Variation Fill Rate Analysis Lead Time Analysis OTIF Analysis Shipment Analysis Purchasing Analysis Open Orders Delivery Performance Material Spend Key Accounts Lead-Time Analysis Past Due Analysis Workload Analysis Purchase Price Variance MRP Trends Purchase Requisitions Expedited Orders Cancelled Orders Current MRP Snapshots Deferred Orders Supply Chain Metrics

15. Extract DataBlend any Data Types Query/Analysis Get Information Out Bind New Data Quick Holistic Platform from One Vendor AX Oracle SAP CRM Legacy Databases Spreadsheets Excel Databases 3 rd Party Sources Data Warehouse Relational Structure Spatial Structure Structured Data Query (SDQ) Unstructured Data Query (UDQ) Machine Learning -Advanced Visualize Ad hoc Reporting Predictive Budgeting Planning Bind new data to analysis grids for further flexibility

16. Operations Daily Reports/Dashboards Sales by product/channel Forecast by product/channel Supply Position Exceptions – Shortages / Overstock Inventory Positions Reverse (returns), Service (spares) Committed, safety stock, available Orders to be shipped DSI Costs Fulfillment Costs – provider, mode over time Budget / Actual Quality positions – FPY, Scrap location

17. Operations Weekly Reports/Dashboards Cash – Cash Free Cash Flow from Ops DPO ROIC COGS/Direct Cost Gross Margin OTIF – Request Commit Perfect Order % Total Delivered Cost Quality Costs Taxes Paid Budget to Actual by dept Key Commonality Costs Order to Ship/delivery Key Community Costs Order to Ship/Delivery Time Order Lead Time Demand / Forecast Accuracy Inventory Ageing: 30/60/90 New Product Analysis

18. Operations – Customer Status Update Cost-to-Serve Customer Satisfaction Index EODB – index (Life Cycle) Customer Profitability Lost Sales Estimates Availability / OOS Estimates Channel Returns

22. ETL SSIS Accelerators Data Quality Solutions Flexible Security Prebuilt Solutions NOT Cubes for ERP & SFDC OLAP Wizard Advanced Analytics Microsoft based EDW ready (Enterprise Data Warehouse) Any data source (including non SQL) SQL query builders (no DBA required) Parallel processing Incremental updates / CDC Slowly changing dimensions Self documentation Customer / vendor address screening Duplication monitoring ERP / CRM based Active directory Cloud based Sales / revenue analytics Financials (GL / AR / AP) Inventory Manufacturing Supplier scorecard Production HR SalesForce.com CRM Cubes by module or hyper cube Back End: Halo Source Data Warehouse Accelerator Predictive Analytics Statistical Analysis -Correlation -Regression -Mean -Median -Standard Deviation “What if” scenarios

23. Any Data Source

24. How Halo Works Analysis Services Reporting Services Integration Services SharePoint Collaboration Excel Workbooks PowerPivot Applications Halo Prism Halo Source Most widely deployed EIM & BI Platform LOB Apps

25. Any Data Source

26. Halo Data Quality Halo Predict

27. Extract Data “Blend” any Data Types QAD / Progress Query/AnalysisGet Information Out“Bind” New Data Quick Structured Data Query (SDQ) Unstructured Data Query (UDQ) Machine Learning -Advanced Budget / Excel E-Commerce Production / Access EDW Web Users

28. Dynamics AX2012 Integration AX2012 Solutions AX Security AOT Integration Enums Alias / Friendly Labels References & Joins

29. Scheduled E-mails with Alerts

32. Tight excel integration User monitoring analysis Predictive analytics dashboards Social media plug-in’s Built in collaboration Automated reports & alerts “Drag & drop” user interface (UI) Any browser (Chrome, Firefox, IE) SharePoint integration (web part) CRM integration Geocoding & heat mapping “Plug-in” framework Front End: Halo Prism Data Discovery

33. Supplier Portal Login as User

34. Halo SPAN – Supplier Portal Admin

35. Step 1 – Importing Supplier Admins Extract User Base into CSV file

36. Step 2 Perform User Import

37. Step 3 Confirm Import Successful

38. Step 4 Login as User

39. Halo Span – Supplier Landing Page

42. HaloMonitoring

43. Halo Predict

44. Holistic Platform – Designed and purposed built AX2012 & Microsoft CRM Prebuilt Industry Solutions One Vendor – 98% Customer Renewal Rate One User Interface Ad Hoc, Collaboration, Scorecards Structured Reporting & Dashboards Alerts On Premise or SaaS Integrated Budgeting & Planning Predictive Analytics & “What if Scenarios” Halo BI – Things to consider Summary

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