QlikView_in_Banking_1.0

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A Fundamental Difference
A Fundamental Difference

WHERE [Fiscal Year] = 2004

AND ([Fiscal Month] = ‘Apr’ OR [Fiscal Month] = ‘May’ OR [Fiscal
Month] = ‘Jun’)

AND [Division Name] = ‘Domestic’

AND ([Region Name] = ‘Northeast’ OR [Region Name] =
‘Southern’)

AND ([Product Type Desc] = ‘Breakfast Foods’ OR ([Product Type
Desc] = ‘Dairy’ OR [Product Type Desc] = ‘Eggs’)
Answer questions at the
“Speed of Thought”
Associative In-Memory Technology
In Memory Analysis Feature:
Leverages 64-bit/multi-core
Hardware Platform
Benefit:
Large datasets
Many users
Data queried in memory
Fast queries
No load on operational systems
Aggregates calculated
as clicked
Freedom in selecting
measures/dimensions
Infinite drill-down/around
Visually Interactive UI
Easy-to-use
“Sex and Sizzle”
Start Small
Average implementation time1:
Implementation Time for BI Initiative1
17 months in total; 5 months to deploy the first usable analytic
application
Mean annual expenditure on BI
software2:
$1.1 million for companies with >1,000 employees
Project success rate1:
30%
25%
25%
23%
20%
31% success rate, at best
Meeting needs - right data to right
person2:
16%
15%
12%
11%
10%
Only 36% are confident that reports and dashboards deliver the right
data, to the right person, at the right time
7%
5%
5%
0%
Less
than 2
months
1
2
DM Review & IDC Business Intelligence Survey, October 2006, 2004
(Material on implementation time not available in 2006 survey)
InfoWorld & IDC Business Intelligence Survey, October 2007
2–5
months
6 – 11
months
12 – 17
months
18 – 24
months
25 – 48
months
49
months
or more
A Fundamental Difference
Thought Driven
Start Small
Flexible & Easy
30%
25%
25%
23%
20%
16%
15%
12%
11%
10%
7%
5%
5%
0%
Less
than 2
months
2–5
months
6 – 11
months
12 – 17
months
18 – 24
months
25 – 48
months
49
months
or more
Our Mission
Simplifying Analysis For Everyone
Performance Challenges in Banking
Customer Acquisition &
Retention
Expand Share of Wallet
in Customer Portfolio
“Address economic slowdown and
intense competition by retaining
market share and adjusting to new
demographics (such as larger senior
population and migratory consumers.”
“Increased emphasis on revenue
generation goals through nimbler
product development and innovation,
expansion into new geographies, and
improved and actionable customer
insight.”
“Address new opportunities in
emerging economies (such as the
new mass affluent, small businesses,
and the unbanked).”
Streamline Back Office
Operational Processes
Manage Risk Exposure
“Adopt lean production and highperformance strategies of
manufacturers to streamline customer
interaction and transaction
processes.”
“Appropriately manage risk exposure
across multiple fronts with regards to
market risk, compliance, security and
privacy.”
QlikView for Retail and Investment Banking
Product Development and IT
Executive
• Product Portfolio Analysis
• Product / Project Management
• Product Performance by Market Segment
• System Performance Controlling
• Infrastructure Planning / Sizing
• Balanced Scorecard
• Performance Management
• Predictive Analysis
• What-if Analysis
• Activity-Based Management
Asset / Wealth Management
LOB – FI, Derivatives, Equity
• Assets / Cash Distribution
• Portfolio Analysis & Performance
• Manager Performance
• What-if Analysis
• Market Data Services
• Market Price Monitoring – Current/Historical
• Heat Map & Exposure
• LOB Portfolio Analysis & Transactions
• Performance – Margins, Commissions
Finance & HR
Customer Management
• Financial Consolidation Reporting
• P&L Analysis by LOB / Branch
• IFRS / GAAP Accounting Compliance
• Sustainability Reporting
• Workforce and Benefits Analysis
• Targets, Fees/Assets, Commissions
• Customer Portfolio Analysis (Heat Map)
• Customer Segmentation, Value & Profiling
• Customer Cross-sell and Up-sell; MCIF
• Marketing Campaign Performance
Dashboard
Risk Management & Compliance
• Credit risk
• Market risk
• Operational risk
• Compliance – Basel II, SEPA, KYC, AML,
USA Patriot Act, HIPAA
Analysis
Reporting
Payment / Transaction Processing
• Clearing, Settlement, and Reconciliation:
• Payments (SWIFT, ACH, BACS, EDI)
• ATM / Credit / Debit Card Transactions
• Mortgages / Loan Processing
• Anti-Money Laundering / Fraud Identification
Select QlikView Customers in Banking
More Than 200 Banks Are Leveraging QlikView
(Unbelievably) Fast Implementations
Large
Investment
Bank
4 weeks implemented
3 weeks implemented
Large Wealth
Management
Company
12 weeks implemented
8 weeks implemented
Large Retail
Banking Company
2 weeks implemented
4 weeks implemented
Large
Investment Bank
15 days implemented
7 weeks implemented
Delivering High Performance for Large Data Volumes
Cross Industry
15 – 20 TB of data or 2 billion
records analyzed on doctors,
patients and diagnoses
Banking
Large Investment
Banking Company
Couple terabytes of data
analyzed
200 GB of data or 140 million
records analyzed on claims data
with compression to 500MB
Large Wealth
Management
Company
56 million transactions analyzed
with compression of 90%
Large Retail
Banking Company
4 millions customers analyzed
across demographics for
marketing campaigns
12 million patients with
interaction records analyzed
Large Investment
Banking Company
Large data volumes analyzed on
fixed income trades
5.5 million records integrated,
cleansed and analyzed
5 million records pulled from
multiple data sources
5 million records pulled from
multiple data sources
200 million records analyzed
Millions of customer records
analyzed
Large Investment
Banking Company
Millions of records analyzed
5 million records analyzed
Supporting Large Scale End User Deployments
Cross Industry
24,600 users at Laredo (USA)
Independent School District
11,000+ users at 3M
11,000+ users at Pfizer
Banking
Large Investment
Banking Company
600 users growing to 1,000 by
year end 2007
Large Financing
Company
500 users
Large Investment
Banking Company
500 users
11,000+ users at Sanofi-Aventis
200 users at LRP
10,000+ users at AMS (Sweden)
200 users at Nedbank
4,500+ users at Bristol-Myers
Squibb
Large Investment
Banking Company
100 users growing to 500 users in
the fall of 2007
About QlikTech
Heritage
Board
•
•
•
•
•
•
• Paul Wahl, former COO Siebel and CEO SAP America
• Alex Ott, JVP, former President Siebel North America
• Bruce Golden, Accel, former Executive at Sun, Illustra
and Informix
• Claes Bjork, former CEO Skanska
• Måns Hultman, Chairman & CEO QlikTech
Founded in 1993 in Sweden
R&D located in Lund, Sweden
Granted patents on in-memory associative technology
Eight major QlikView product releases
QlikView 8 released in 2007
Lead investors – Accel Partners and JVP
Organization
Results
• Management Team:
– Former executives from SAP, Siebel, Oracle, PA
Consulting, Mactive, Intentia
• ~300 employees across 15 offices in 6 countries
• More than 300 partners
• Headquartered in US (Radnor, PA)
• Leading provider of next generation BI solutions
• Fastest growing BI software company in the world for two
years running (2005 – 2006) according to IDC
• Profitable, annual revenue growth of ~80%
• 6,125 customers in 76 countries
• Adding 12.5 new customers every day
• 276,000 live users
Successful Customers Across Many Industries
Industry Recognition & Awards
Broad Software Industry Recognition
Red Herring 100 Award Winner
Named a Winner of Red Herring 100 Spring 2007 Award given to the top 100 private technology
companies based in North America driving innovation.
Sand Hill Group Innovation Showcase Winner
Selected as one of 25 companies in the Innovation Showcase at the Software 2007 conference.
Recognized in the Fast Track category for the company’s significant market traction.
BI Software Industry Recognition
Gartner Group Recognition as ‘Visionary BI Provider’
Predicts predominance of ‘In-Memory’ BI solutions for 70% of Fortune 1000.
Recognized as a ‘Visionary’ in Gartner Group’s annual Magic Quadrant (2007).
IDC Recognition as ‘Fastest Growing BI Company’
Acknowledged as the fastest growing BI software company in the world for two years in a row (2005 2006) with profitable, annual revenue growth rates of ~80%.
Solution & Customer Recognition
Morgan Stanley CTO Summit Innovation Award
CTO Summit Innovation Award
Recognized by Morgan Stanley as a leading technology innovator at its 2007 CTO Summit.
Technologies are acknowledged for their impact on the marketplace and within Morgan Stanley.
Gartner Group Best Midmarket Solution Software Award
Named QlikView as the IT Executives’ choice for ‘Best Midmarket Solution Software’ at Gartner
Midsize Enterprise Summit 2007 in Atlanta.
FierceHealthIT - Top Healthcare IT Innovator Award
Named one of ten top innovators delivering disruptive technologies to the healthcare IT industry in
2007 according to FiereHealthIT.
The Computerworld Honors Program Laureate Award
Awarded for the Sahlgrenska University Hospital case study for the use of IT to benefit society.
Recognized in the Business and Related Services category in 2007. Nominated by Morgan Stanley.
QlikView Leads Next Generation BI
“70% of Global 1000 organizations will load detailed data into memory
as the primary method to optimize BI application performance and flexibility.
With in-memory technology, users can freely explore detailed data
in an unfettered manner without the limitations of a cube.” 1
Vision:
• Performance: “[QlikView’s] technical advantages using
an in-memory data model, automated data integration and
a graphical analytical environment have attracted
customers looking for both ease of use and highly scalable
functionality.” 2
Gartner Group Magic Quadrant
Business Intelligence Platforms 2007
• Architecture: “Beyond the performance capabilities,
QlikTech has some unique architectural and contractual
aspects. For example, by simultaneously ‘doing the inner
and the outer join,’ QlikView makes it very easy for users
to see both the query results and the non-query results.
This functionality can be useful when performing analysis
of the data, in particular when spotting outliers.” 2
Execution:
• Growth: “QlikTech executed very well in 2006, increasing
its revenue by 80% and significantly expanding its
customer base to over 5,400 organizations.” 2
• References: “Ironically, QlikTech — one of the smaller
vendors evaluated in the Magic Quadrant — is able to
show the most references, analyzing hundreds of millions
of rows of data with good query performance.” 2
1Kurt
2 Kurt
Schlegel among others, “BI Applications Benefit From In-Memory Technology Improvements”, published 2 October 2006, pages 2-3
Schlegel among others, “Magic Quadrant for Business Intelligence Platforms, 1Q07”, published 26 January 2007, page 13
●QlikTech (Jan 2006)
Providing An Integrated Approach
Traditional BI Stack
User Interface,
Dashboards,
Scorecards, Reports
• User Interface
OLAP, Query and
Reporting tools
Data Marts
Data Warehouse
Lots of tools
One tool
Multiple vendors
One vendor
• Chart and Report
Engine
IT driven
End user driven
• Analysis Engine
Months to change
Minutes to change • Data Compression
High Cost
Low Cost
• Integration
Integration Layer (ETL)
ERP
Unstructured
Data
CRM
ERP
Unstructured
Data
CRM
Simplifying Analysis for Everyone
Everyone Else
QlikView New Rules
“Fast Implementation”
• Fast Implementation… Customers are live in less than 30 days,
and most in a week
“Easy-to-Use”
• Easy to Use… End users require no training and enjoy “qliking”
through the application
“Powerful”
• Powerful… Near instant response time on data volumes as high
as a billion records across thousands of users
“Flexible”
• Flexible… Allows unlimited dimensions and measures and can
be modified in seconds
“Integrated”
• Integrated… Dashboards, analysis and reporting in a single
solution and on a single architecture
“Low Cost”
• Low Cost… Less costly, shorter implementations result in fast
return on investment
“Risk-Free”
• Risk-Free… Fully-functional free trial download, and a seeing-isbelieving experience
QlikView Value Proposition: 1/4 the Time, 1/2 the Cost, 2x the Value
What Would You Say If…
You could deploy a complete Business Analysis system—
…typically in just 2-3 weeks?
You could build and deploy new applications—
…in just days or weeks?
You could have unlimited multi-dimensional access to your data—
…using point-and-click, easy-to-use applications?
You could access a billion records—
…in seconds?
You didn’t have to build a data warehouse—
…at all?
What if all of this was actually possible?
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