Fra magefølelse til faktabaserte beslutninger November 2013

v Business and Technology Consulting Om vår «case» (Firstpoint)  Selskapet startet i 2007  I dag et konsern med 4 operative selskaper.  Lokalisert i Bergen og Oslo  Planer om å utvide til nye regioner

v Business and Technology Consulting Konkrete problemstillinger  Konsolidering av tall måtte gjøres manuelt (pga. divergerende kontoplaner, manglende historikk mm)  Budsjettmodell matchet ikke regnskapet på detaljnivå  Manglet en god prognosemodell.  Å enkelt kunne «drille» seg ned i detaljer var ikke mulig.  Analyser ble laget vha Cut&Paste metoden og distribuert på mail.

v Business and Technology Consulting Løsning; hva vi valgte å fokusere på  Styrerapportering (driftsrapport) – Må være enkel å lage for daglig leder (tidsbesparende) – Må være enkel å forstå for styremedlemmer – Må inneholde historikk (2012, 2011) – Må gi gode prognoser  Self service BI – Må ha lav brukerterskel – Må kunne ha granulert tilgangskontroll – Analytiker må lett kunne dele resultater med andre

v Business and Technology Consulting Solution elements

v Business and Technology Consulting Data Warehouse? «Whoa there Bill Gates, I just want a report!»

v Business and Technology Consulting Simple data is simple to analyse… Uni_2_2012 AccountNumberAccountNameAccountingDateValue 3000Income Income Income Income Income Income Income Income Income Income Income Income …but who has simple data?

v Business and Technology Consulting A minor change in source data is not so unusual Uni_2_ YearIncomeRevenue YoY Change-100 %#DIV/0! Uni_2_2013

v Business and Technology Consulting Data complexity can become overwhelming Uni_2_2012 Uni_2_2013 Uni_3_2013

v Business and Technology Consulting Fundamentals of a Data Warehouse Accounting Data Mart

v Business and Technology Consulting Making our data business friendly Accounting Data Mart

v Business and Technology Consulting Making our data business friendly Accounting Data Mart

v Business and Technology Consulting Reporting: “What do I need to know?”  Keep it simple, stupid!  Difficult to read  No obvious conclusion

v Business and Technology Consulting If you can’t read it, you can’t interpret it

v Business and Technology Consulting Can’t see the forest for the trees…

v Business and Technology Consulting When less is more…

v Business and Technology Consulting Tools to make life easier  Reporting suite – One stop shop for all reports – Subscription/alerts service – Distribution options – Security – Browser-based  Embedding into Word/PowerPoint – Copy & Paste? No thanks! – Use the flexibility of REST API to render reports

v Business and Technology Consulting Deeper Insights  Drill-down/-through functionality – Start with an overview, but dig to find out drivers behind a number – Still haven’t found the answer? Get yourself into the model and look yourself!!!  PowerView – Hybrid report/slide/analysis tool with interactive visualisations – Gives users access to the data model – Easy to use, with similarity to pivot tables Report Analysis ToolPresentation

v Business and Technology Consulting Oppsummering; hva vi har fått.  God datakvalitet, vi stoler 100% på rapportene  Enorm reduksjon i forberedelsestid ifm styremøter  Mye bedre prognoser  Benchmarking mot budsjett på alle nivåer  Lav brukerterskel  Høy tilgjengelighet  Definitivt et bedre beslutningsgrunnlag

Takk for oss! Endre Markussen Head of Consulting Alistair Brown Partner / BI Solutions Architect