Dashboards Beyond the Boardroom

DASHBOARDS—BEYOND THE BOARDROOM

Matt HawkinsSolution Architect – Kingfisher Inc.

David Hudgins Mgr, Global Sales Operation - Recall

© 2010 SAP AG. All rights reserved. / Page 2

Agenda

1. Overview & Objectives

2. Dashboard use cases and best practices

3. Explore 3 Case Studies for Dashboard applications

I. Functional

II. External Facing

III. Operational


Objectives

Best-practice advice on making analytics compelling enough to drive decisions Real-world examples that will trigger your own business-optimization initiatives An understanding of when dashboards make sense for your users and when they

don’t Advice on what it takes to develop intuitive dashboards that require no training Tips on managing and transforming data—of any size, from any source—into

trusted, comprehensive, and visually compelling analytics


Dashboards for Every Role

High-TouchInformation Experts

Operational

Strategic

Tactical

Executive

LOB Management

Analysts

Low-TouchInformation Consumers

Consumers can

be Internal OR

External


Different Users Have Different Needs

Operational Tactical Strategic

Application Emphasis

Monitor Operations Review Progress Measure Performance

Users Supervisors Office Worker Executives & Managers

Scope Operational Individuals Enterprise & Departmental

Information Detailed Detailed / Summary Summary

Updates Daily/

Intra-day

Daily / Weekly

Monthly / Quarterly

“Looks like a…” “Dashboard” “Application” “Balanced Scorecard”


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Case StudyBusiness Services Industry


Operating in More Than 20 Countries

Operating in 138 markets, approaching 80,000 customers, 4,500 employees & 300 locations worldwide.


Recall’s Global Needs

Centralized and Automated Reporting Functionality

Provide information-rich dashboards, enabling fast, flexible decision making.

Empower knowledge workers with greater information insights with less resources needed to pull reports

Provide flexible ad hoc reporting, robust query and analysis capabilities.


Pre-existing Pain Points / Gaps

Legacy reporting solution lacked the ability to provide concise / consolidated sales reporting, users spent hours on manual input of data and integration of separate reports. This resulted in:

Human Errors in Reports Bottleneck in reporting capability due to resource constraints on Sales

Operations team Delayed reporting Approximately 9,625 hours spent per year consolidating non-standardized

reports across Recall NA

est. $358K loss per year


Solution Platform

Recall implemented SAP Business Objects XI 3.0 during 2008. This platform serves as a data repository for the following functional areas within

Recall SAAS CRM application (NetSuite CRM) and Peoplesoft: Sales / Sales Management Finance / Audit Commissions / ISV Contracts


Real World Example

Operational Tactical Strategic

Application Emphasis

Monitor Operations

Customer Support

Account Management

Measure DSO

Users Supervisors

LOB Mangers

Office Worker

Account Mgr.

Executives & Managers

Scope Operational

Case History

Customers Regional

Information Detailed Detailed / Summary Summary

Updates Daily Daily / Weekly

Monthly / Quarterly

“Looks like a…” “Dashboard” “Application” “Scorecard”


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Customer Risk Assessment Dashboard


Implemented Solution

Implemented Solution – Final Cost: $79K Total Estimated Savings (1/2 of current est. hours wasted): $179K Projected Value: $100K p/year 2008-2010 Actual Saving to Date: $326K

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Case StudyHealthcare Industry

Fortune 100 Pharmacy Benefit Management (PBM)

Industry: Healthcare, wholesale distribution


Issue Addressed

Healthcare industry is data rich,

but in many cases, information poor


Key Challenges

Identify cost-saving opportunities for clients Facilitate value improvement opportunities Demonstrate innovation, desire for customer satisfaction Create competitive differentiation Extract value from massive amounts of data Provide fast, performance-enabling analysis

?


Market Pressures

Challenges for Plan Sponsors: Reduce healthcare costs Improve health outcomes

Every second, $5,169 Is wasted on inefficient pharmacy benefit spending

SOURCE: The Wall Street Journal


PBM Case Study

Beyond Scorecard View of KPIs Enables External customers direct access to their data Interactive modeling tool

Savings Estimation Distribution Channel mix Drug Allocations Predictive Analytics


Macro environment Variables

Benchmarking industry trends: Clients can monitor their plan performance against key statistics through instant

snapshots Benchmark peer groups that clients can use to compare with their plan data. Identify macro trends

Pharmaceutical Research: Drugs.com


Features

Savings opportunity by delivery channel Generic vs. Brand Top Drugs Benchmarks Savings Calculator

PROTOTYPE


Summary of Solution

“Game-changing BI solution enables transparency in monitoring, analyzing, reporting and decision-making”

“…Increases the intelligence that clients have at their fingertips, through a robust toolset that transforms an extensive array of complex data into

actionable business insights”


SpotlightService Industry

Service Corporation International (SCI)

North America’s most trusted provider of end-of-life arrangements and services.

Based in Houston, TexasMore than 1,500 Funeral Homes400 Cemeteries. NYSE symbol “SCI.”


Project Goals

Standardization and growth of business metrics Increase visibility of business drivers throughout the organization Discover trends previously hidden in detailed reportingOptimize the flow of information


Features

Robust and mature deployment of BI Ability to support thousands of users Deep drill down capability Leverages and extends none dashboard BI Integration with 3rd party technologies


Success Factors

Modular iterative approach Extensive requirements / design phase(s) Rapid turnaround of data elements from Data Warehouse Team Flexible to address evolving requirements Design issues discovered & resolved quickly Roll out new functionality in stages Strong support from Senior Management Requirements driven by the business community Strong partnership and collaboration throughout the organization


Overview

95% of metrics delivered in 1st rollout!

Provides Operational and Executive view of business drivers Rich tiered dashboard across multiple business segments 150+ metrics from 1,000’s of measures Interactive application for hands-on data analysis


Takeaways

Dashboard applications can add value across the entire organization and beyond.

Work with the Business to design functional requirements

Leverage BI platform

Calculate Quantitative and Qualitative ROI

Encourage exceptional User Experience

Executive sponsorship is critical

BENCHMARKING

Teri BeanDirector, SAP BusinessObjects Center of Excellence

July 28, 2010


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Learn more at http://benchmarking.sap.com/US

http://benchmarking.sap.com/US


Questions?


Polling Question

“Would you like to learn more about how you can receive a free benchmarking assessment?"

Matt HawkinsSolution Architect – Kingfisher Inc

Tel: 404.531.4116

[email protected]

Thank You!

http://www.kingfisherinc.com/

Technology

Dashboards Beyond the Boardroom