Qlik User Forum 17th June 2015
Agenda
• Welcome – Tony Bell, Sales Director, Decision Inc.
• It’s not just analytics. Embedding information management best
practices across the organisation– Nick Bell, CEO, Decision Inc.
• SAB Limited’s QlikView Journey– Grant McDavid, Systems
Manager, MIS, SAB Limited
• NPrinting– Gavin Sheehan, Operations Manager, Decision Inc.
• Predictive Analytics– Paul Morgan, Director and Rousseau Kluever,
QlikView Manager, Decision Inc.
• Is Qlik Sense Enterprise Ready? – Willem Ahlers, Solution Architect,
Qlik
• Closing – Tony Bell, Sales Director, Decision Inc.
It’s not just analytics.
Embedding information
management best
practices across the
organisation - Nick Bell
Nick Bell
• Nick holds a B.Comm Honours degree from the
University of Johannesburg
• Established BusinessIntelligent in 2006\
• Nick built BusinessIntelligent into the largest
Qlikview partner in South Africa
• Started Decision Inc. through merger of
BusinessIntelligent, ASYST Intelligence and
DigiQuill Productivity.
Agenda
• What is Information Management
• Decision Inc.’s journey of understanding
• Understanding Decision Making
• Understanding the User
• Where BI and IM integrate
• BI in the Enterprise
What is Information Management
• Information management (IM) concerns a cycle of organisational
activity:
• the acquisition of information from one or more sources
• the custodianship and the distribution of that information to those
who need it
• its ultimate disposition through archiving or deletion
Taming the Digital Dragon
The 2014 CIO Agenda - Gartner
Understanding Information
Management
Better Decisions, Faster
The user is provided
with a greater
decision making
capability
The opportunity cost
of reporting provides
the user with greater
capability
The time taken to
provide insights is
shorter than it was
before
Understanding Information
Management
http://www.aiim.org/What-is-Information-Management
Understanding Information
Management
Business
Intelligence
Content and
Collaboration
Data Management
ERP and Source Systems
Understanding Information
Management
http://www.aiim.org/What-is-Information-Management
Understanding Information
Management
Capture
Engage
Store
Insight
Measure
Understanding Information
Management
Capture
Engage
Store
Insight
Measure
DECISION MADE
Information Management Components
IM Strategy
• Strategy Design and
Roadmap
• Industry Analysis
• IM Capability Support
Data
Management
•
•
•
•
•
•
Content
Management
• Structured/Unstructured Data
• Collaboration and Portals
• Document Management
Data Governance
Data Quality
Data Migration
Master Data Management
Data Integration
Big Data
Business
Intelligence
Advanced
Analytics
Enterprise
Performance
Management
•
•
•
•
•
Dashboards
Analysis
Reporting
Business Discovery
Mobility
• Simulations and
Optimizations
• Scenario Analysis
• Real Time Analytics
• Predictive Analysis
• Financial Budgeting and
Planning
• Financial Consolidation
• Balanced Scorecard
• Performance Management
Process of Understanding
Context
Wisdom is the recognition
that knowledge patters
arise from fundamental
principles and the
understanding of what
those principles are.
Knowledge is represented by
patterns among data,
information and other
knowledge. The patterns
don’t provide knowledge until
they have been understood.
Information represented by
relationships between data
and other data sources to
make it meaningful.
Information
Data is an item
without any context
or relation to other
things.
Knowledge
Wisdom
Predictive
UNDERSTANDING PRINCIPLES
Analytics
UNDERSTANDING PATTERNS
Reports
UNDERSTANDING RELATIONSHIPS
Data
Understanding
Understanding the User
Level of Skill
None
Low
Business Users and
LOB
97%
High
Expert
Business
Analysts
3%
Data
Scientists
1%
15
Level of Investment
Understanding the User
Level of Skill
None
Low
High
Business Users and
LOB
Business
Analysts
97%
Static Reports
Query Reports
•
•
•
•
•
•
•
Email Distribution
Standard Measures
PDF Reports
Basic Excel Reports
Time specific reports
•
•
Excel Reports
Users ask Questions of
the data
Drill down into detail
reports
Standard weekly and
monthly reports
NPrinting provides capability
Expert
Data
Scientists
1%
3%
Business
Discovery
Predictive
Analysis
•
•
•
•
•
•
•
Data Discovery Tools
Visual representations
Dashboards
Drill down analysis
16
Statistical Modelling
Optimization
What If analysis
Alteryx and Modeller
BI in the Enterprise
• With the importance of Information Management within the
organization as the solution to enabling decision making
• As well as the need to expand the provision of information across the
organization
• A scalable, enterprise ready application is needed to provide the
backbone for the organizations decision making needs
• We believe QlikView has this capability
• We also believe that the steps the organization is taking to deliver
true enterprise BI position it as a leader in the market
Summary
• Decision Inc. is investing in its organization to deliver greater capability
to your business
• We are acquiring firms that we believe will provide you with a better
service offering
• We will continue to invest in research and design of concepts and
information that we believe will provide you with the best solution for
your business
• Thank you for your time and continued support!
SAB Limited’s
QlikView Journey –
Grant McDavid,
Systems Manager,
MIS, SAB Limited
19
Grant McDavid
Grant joined SAB Limited initially in
1997 as a sales rep and joined
SAB IS in 2001 after working as an
analyst in Trade Marketing.
During a break from SABMiller for 2
years , Grant participated in
Projects in both Saudi Arabia and
London and after an integration role
on the Global SAP Template project
for SABMiller in 2010, transitioned
into MIS.
Grant was promoted to MIS
Manager in 2014
Creating Curiosity with
Qlikview
Grant Mc David
MIS Manager: SABMiller GIS ZA
Have you ever considered what happens around us in
60 secs..
© SABMiller plc 2013
Internal Use / Confidential / Secret
22
Agenda
1.
SABMiller, the C21 Global Beverage organisation
2.
5 Steps to Effective Business Intelligence
3.
Use Case: TTL BI in the Order to Cash Cycle
4.
Multiple Platforms of information delivery at SABM
5.
From the Customer’s viewpoint..
© SABMiller plc 2013
Internal Use / Confidential / Secret
23
SABMiller plc is one of the world’s leading brewers with
more than 200 beer brands and some 70,000 employees in
over 75 countries.
© SABMiller plc 2013
Internal Use / Confidential / Secret
24
Annual Revenue:
~$34bn
Annual Beer Volumes:
242 mhl (SAB Limited 28.1mhl)
Annual Soft drinks Volumes: 57 mhl (ABI 18mhl)
© SABMiller plc 2013
Internal Use / Confidential / Secret
25
How did we get it right?
People
Business Partnering has
aggressively accelerated our
ability to deliver business
value
Mature IS Organisation
encompassing build and run
Growing relevant Business
Organisation
© SABMiller plc 2013
Internal Use / Confidential / Secret
Process
Technology
Growing Business gravitation
towards SSBI
Relevant Technology for
relevant use cases
IS cannot staff the growing
analytics needs
Don’t be scared to redefine
Teach those men and women
to fish
26
5 Steps to Effective Business Intelligence
© SABMiller plc 2013
Internal Use / Confidential / Secret
27
The Order to Cash BI Journey
2013
2009
Introduction of Qlikview
analytics Capability
2005
Introduction of SAP ECC
ERP system
2001
Introduction of SAP BW
on non SAP ERP system
Flat BW Native
Reporting
2003
Introduction of GIS
reporting capability on
top of original Flat
Structure
Significant Increase in
analytical Capability
BI reporting remains
unchanged
Never Lose sight of the goal…
© SABMiller plc 2013
Internal Use / Confidential / Secret
28
The Qlikview Journey (Successes and Scars)
2014
2013
Sales Scorecards
2009
DSD Analytics
2010
- Demand Planning
- Productivity
Reporting
- Sales Information
2012
Fully Allocated
P&L to customer
Level
Integration
with SAP
HANA to
manage the
Planning
function
76 Models
in
Production
2300 hits
2015 to
date
Top 5
models give
us 68%
strikes
We have
cleaned out
30 %
Business Case stacks up instantly
SAB Returned savings in excess of
ZAR10m
within 12 months of implementation
© SABMiller plc 2013
Internal Use / Confidential / Secret
29
IM Vision for the Future – Ways of Working
The IM Continuum
© SABMiller plc 2013
Internal Use / Confidential / Secret
30
Business Intelligence Technology Platform (example)
Strategic
C
O
L
D
Analytical
W
A
R
M
Operational
H
O
T
Data Temperature
EDW
© SABMiller plc 2013
Internal Use / Confidential / Secret
31
From the Customers Viewpoint
“Curiosity is the engine of
achievement.”
“If you're not prepared to be
wrong, you'll never come up
with anything original.”
© SABMiller plc 2013
Internal Use / Confidential / Secret
32
Questions..
© SABMiller plc 2013
Internal Use / Confidential / Secret
33
Nprinting – Gavin
Sheehan,
Operations
Manager, Decision
Inc.
Gavin Sheehan
• Gavin holds a BSc Hons (Computer
Science) cum laude
• He has been involved in the Business
Intelligence industry for 9 years
• Development Manager for Cybertrenz
• 6 years at Bankserv as a BI Analyst and
Senior Developer
• Joined BusinessIntelligent in 2011
• Promoted to Engagement Manager in 2013
• Promoted to Operations Manager:
Platforms in 2014
NPrinting
What is
NPrinting
NPrinting
NPrinting is an advanced report
generation, distribution and
scheduling application for QlikView.
NPrinting
Create great looking reports, fast!
- Office reports and integration
- PDF and Web reports
Distribute the right reports to the right people
- Managed report distribution
- On-Demand reporting
Drive Reporting Efficiencies
- Eliminate legacy reporting systems
- Engage with a single vendor
NPrinting
NPrinting Demo
Predictive Analytics –
Paul Morgan, Director
and Rousseau Kluever,
QlikView Manager
Paul Morgan & Rousseau Kluever
•
•
•
•
Paul holds a Bachelor of Science in
Information Technology (Honours) from
Loughborough University of Technology
He has 25 years experience in BI and data
management.
Paul was previously Managing Director of
ASYST Intelligence
In 2014 ASYST merged with Decision Inc.,
with Paul as a Director and Head of
Platforms.
•
Rousseau holds Honours degrees in
both Information Systems and
Financial Management
•
•
•
Rousseau has 6 years experience in BI
Joined BusinessIntelligent in 2012
Promoted to Engagement Manager in
2013
Promoted to QlikView Manager in
2015
•
•
What is Predictive Analytics?
Predictive analytics deals with
extracting information from data
and using it to predict trends
and behavior patterns.
Often the unknown event of
interest is in the future, but
predictive analytics can be
applied to any type of unknown
whether it be in the past,
present or future.
(Wikipedia)
Types of Predictive Analytics
• Predictive (propensity)
•
What is our expected contract churn this quarter?
• Descriptive (clustering & segmentation)
Which customers would respond well to a discount offer?
• Decision (optimisation & recommendations)
What is the best layout for certain products in a store?
43
Optimisation
What is
the best that
could happen?
Predictive
Modelling
Collective Insight
User Engagement
Maturity of Analytics
Generic
Predictive Analysis
Agile Visualisation
What will happen?
Self
Service BI
Raw
Data
Cleaned
Data
Standard
Reports
Ad Hoc
Reports
Why did it happen?
What happened?
Maturity of Analytics Capabilities
44
Using Predictive Analytics with QlikView
• Consulting Engagement
•
Building analytic models with R and storing the data in a new database
for Qlikview to access
• Third-party Tools (such as Alteryx)
Using pre-built analytic components to load data directly into QlikView
45
Basket Analysis
Potential Benefits of Basket Analysis
•
Aim of the analysis is to identify actionable information, such as:
•
Purchase profiles by uncovering consumer spending patterns,
•
Profitability of each purchase profile,
•
Insight about fast and slow moving products,
•
Design and layout of catalogues exploiting cross-sell and upsell opportunities,
•
Selection of appropriate products for promotion including bundling, coupons etc., and
•
Shelf space allocation and product placement e.g. affinity positioning.
Where should detergents be placed in the store to maximise their sales?
Are window cleaning products purchases when detergents and orange juice are
bought together?
Are carbonated soft drinks typically purchased with fruit and vegetables?
Is there potential for cross-sell and up-sell of goods?
Cross-Sell Opportunity
To understand which combinations of goods should be bundled, discounted or placed strategically
together in order to increase volumes
‘Bundle sugar and washing
powder to increase the likelihood
of a customer purchasing goods
across product categories.’
•
Consumers who buy sugar, have a high probability
of purchasing associated goods such as creamers
and maize, i.e. sugar is a ‘product driver’
•
Bundling product drivers increases basket size,
prevents consumers from purchasing associated
products from competitors and creates affinity for
the retailer
Discount Opportunity
To understand which combinations of goods should be bundled, discounted or placed
strategically together in order to increase volumes
‘Discount Roll-ons to attract customers to buy at the retailer, increasing the likelihood that customers
purchase associated products such as aerosols, toothpaste etc.’
•
By incentivising customers to purchase Roll-ons at the retailer, there is an increased probability they will
also buy the associated goods, such as aerosols, toothpaste, hand & body lotions etc.
Product Placement Opportunity
To understand which combinations of goods should be bundled, discounted or placed
strategically together in order to increase volumes
‘Place associated products
such as baking powder and
custards far from jelly,
compelling customers to walk
through other parts of the
store, increasing the
likelihood of other products
being purchased.’
•
Customers purchasing jelly
have a high probability to
purchase associated items
such as baking powder etc.
By placing these items apart,
we compel the customer to
walk through the store to get
both, thereby increasing the
chance of other purchases.
Price Elasticity
As prices increase, customers tend to substitute Tastic rice for other similar
goods or switch to competing stores
TASTIC RICE PARBOILED 2 kg
A 7% decrease in price will
lead to a 29% increase in
daily quantity purchased.
Overall effect is a net gain.
•
R 24
Relatively Inelastic
ɛ = 1,7
R 23
R 22
Price
Notes:
Rice is a KVI and
part of a list of
products with prices
most remembered
Relatively Elastic
ɛ = 3,79
R 21
R 20
-7%
R 19
29%
R 18
60
70
80
90
100
110
120
Average Quantity per Day
Consumers decrease the volumes
purchased at higher price points. The
slope indicates that prices above R22 are
relatively more inelastic.
130
140
150
• The elasticity at
different price points
indicates that
consumers are
sensitive to the
price
Sales Forecasting
Demo
Is Qlik Sense
Enterprise Ready?
Willem Ahlers,
Solution Architect,
Qlik MEA & Turkey
Willem Ahlers
Willem Ahlers is a Solution
Architect for Qlik MEA & Turkey.
Willem has more than a decade's
experience in delivering Business
Intelligence solutions to enterprise
clients across a broad range of
industries, including finance, banking,
fast moving consumable goods,
telecommunication and hospitality.
With a passion for realising tangible
benefits Willem has made a career of
creating value for organisations and
the people that work in them.
Thank you