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Paul Turner, Sr. Director of Product Marketing for Adaptive Planning, details three keys to help executives make better business decisions: Visual Analytics, Self-Service CPM, and Simple BI Solutions that empower business users with easy access to the information they need. Business leaders with the simplest, most intuitive access to financial and operational KPIs are the ones that will be able to make the quickest, most informed business decisions.
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Not For Distribution – Private and Confidential to Adaptive Planning and Client 1
The Global Leader in Cloud CPM & BI
3 Key Ways To Help You Make Better Business Decisions
September 26, 2013
Not For Distribution – Private and Confidential to Adaptive Planning and Client 2
Today’s Speaker
Paul Turner Sr. Director of Product Marketing
Adaptive Planning
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Why Better Decisions
3 Keys to Better Business Decisions
Product Demonstration
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Why Better Decisions
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Leaders Want Business Analytics
# PRIORITY Survey CFO and CIO Priorities, 2013
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It’s About Better Decision Making
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It’s About Better Decision Making
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What’s On The List
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Where it Happens Today
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The 3 Keys to Better Business Decisions
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#1: Make it Visual
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The Drivers for Visualization
Source: TDWI
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Visualization Tools Impact Decisions
Picture This: Self-Service BI Through Data Discovery and Visualization Aberdeen Group
Managers with visual data discovery tools are 10% more likely to be able to access the information they need in the
time required to impact decision-making.
“
“
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Complete Flexibility to Monitor, Measure and Collaborate
• Complete set of visualizations
• Scorecards
• Gauges
• Scatter
• Radar
• Histograms
• Trends
• Zones
• Email alerts
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#2: Empower
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Self-Service = Empowerment
Self-service business intelligence consists of the facilities within the BI environment that enable BI users to become
more self-reliant and less dependent on the IT organization*
Self-service BI ≠ BI self sufficiency
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Understanding Your Users
BI/DWfeature
Taskworkers
Executives &managers
Power users & business
analysts
Data scientists
IT BI/DWbuilders
Data mining &analytic modeling
ConsumeProduce
ConsumeProduce
Customizablemodels/functions
ConsumeProduce
ConsumeProduce
Advancedvisualization
ProduceConsume
ProduceConsume
Produce
Mobile BI Consume Consume Produce Produce
Enterprisedata warehouse
Consume Consume Produce
Data mart/cubeData sandbox
ProduceConsume
ProduceConsume
Produce
Investigativedata store
ProduceConsume
Produce
Virtualdata views
Consume Consume Produce
Information Consumers Information Producers
Source: TDWI
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No More Static Dashboards
Time intelligence
Drill down on any metric by relevant dimensions
• Locations
• Products
• Channels
• Geographies
• And more
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Instantaneous Modeling
What-if analysis on the fly
Rolls up for full impact analysis at summary level
Ideal for quick and easy modeling in Finance or operations
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Empower, But Drive Performance
• High performance cloud data store
• In-memory query-time aggregation
• Instantaneous query response
• SQL, Flat File, Web Services, Salesforce, NetSuite, Adaptive, and more
• Scheduled or on demand
In-memory cache,
relational persistence
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#3: Simplify
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Make BI Tools Easy to Use
Improves the productivity of BI/DW builders and information producers
Enables self-service BI by allowing motivated information consumers to become information producers
Self-Service BI Requirements:
– Make it easy to report on and analyze data
– Support more sophisticated analyses
– Make results easy to publish in the required format
Source: TDWI
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Ease of Use for Personalization
• Drag and drop metrics to personalize dashboards - no IT required
• Easily organize metrics
• Choose visualizations on the fly
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Eliminates traditional need for multiple tools for analysis and reporting
New, flexible formatted reporting output that combines:
• Charts
• Text
• Grids
• Formatted headers
One Place for Everything. Analytics + Reporting. Unified.
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#4 (Bonus Round): Analytics On the Go
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Free Mobile App on Apple App Store
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Democratizing Better Decision Making Four Key Objectives
Make it easy
to access
data
Make solutions
fast to deploy & easy
to manage
Make BI tools
easy to use
Make BI results
easy to consume
& enhance DIY BI
Source: TDWI
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Revolutionizing Business Management with a Complete, Integrated CPM & BI Product Suite
ADAPTIVE PLATFORM MODELING | COLLABORATION | ANALYTICS
INTUITIVE User Experience
Visualization
Dashboards
KPIs
Self-Service
Alerts
Financial and Operational
ADAPTIVE DISCOVERY
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Demonstration
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$170BN+ in Assets 450+ Employees 9 Subsidiaries
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Reporting was based in Excel
Different sources of information
– Number of employees, assets, funds service, account
– Lots of copying and pasting
Took time to get in the hands of users
Time to roll up and make sure it's correct
Challenges Faced
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Time to Display Reduced from 10+ days after month-end to 3 days after month-end
Elimination of Excel-based Reports Replaced Excel reports that took days to produce
Mobile Access Easily access dashboards from mobile devices
Time to Action Early KPI visibility allows for agile planning for higher cost initiatives
Self-Service Finance can design & deliver on all dashboard needs
Results
!
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The Big Deal
Better visibility triggered an initiative to renegotiate broker fee structure
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NorthStar Financial Services manages over $170BN in assets,
across 9 subsidiaries. With Adaptive Discovery, we’ve already reduced
our time to see key metrics by over 70%, and more timely insightful
data visualization is enabling us to drive more agile planning.
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”
70% Reduction in Time to Insight
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$3BN+ Fleet 2500 Employees 25+ Locations
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Static reports and spreadsheets wouldn’t cut it anymore
– Analytics had to be available across every location
– In the hands of workers in offices to mining locations
Needed near instantaneous queries across vast amounts of business data
Challenges Faced
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Elasticity Analytics across 25+ locations – Offices and mining locations
Mobility Instantaneous analytics via iPhone
Speed Near speed of thought query times across millions of rows
Reduction in IT resources No more need for IT to care and feed analytics
Results
An executive can pull their phone out in a client
meeting and give real-time answers to
questions. Its capacity to conduct millions of calculations, obtain
trends and display the information as KPIs that
are contextual and timely is a powerful advantage.
“
” - Ben Willey, Thiess
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The Big Deal
Identified trucking performance issue, paid for itself first week
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Visit our website
– More information about Adaptive Discovery
http://www.adaptiveplanning.com/products/visual-analytics/
– Free trial: http://www.adaptiveplanning.com/enterprise_trial/
Contact us directly
– Paul Turner, Sr. Director of Product Marketing
– Linda Hull, Sr. Solution Specialist
Additional information
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Q&A