analytics and bi introduction for cfos - syntelli solutions

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Take Control of your Business with Syntelli Solutions

Its time to leverage your data®


Syntelli Solutions

• Company with over 150 years of collective core business systems implementation experience

• Laser Focused on Business Intelligence, Reporting, Analytics and Performance Management using:

• Spotfire (TIBBCO-Spotfire)• Tableau Software• Oracle Hyperion • Oracle Crystal Ball

• Successful implementations for Fortune 100 and Fortune 500 companies

• Offering benefit of our deep BI expertise to clients in India• Will GUARANTEE our Solution Delivery

• Pricing and Solution Options to fit YOUR budget


Definitions: What is Business Intelligence

• On-The-Fly, real-time, Analytics with Dashboards & Formatted Reporting

• Management-By-Exception: Focus only on issues that require attention • Proactive Management: Manage issues before they blow out of proportion• Holistic Management: Get single & unified Dashboard view of Financials, Sales, Distribution

and Production, Ratios, full P&L and more

• Drill-down for detailed information for day-to-day decision-making• Do Root-Cause, Trend, Variance Analysis on operations and finance data

• Extend the capability to Enterprise Performance Management:• Financial consolidation• Budgeting & Planning• What If Modeling • Predictive Analytics• Balanced/Performance Scorecards – enable Management By Objectives

• Our tools of choice are TIBCO-Spotfire, Tableau Software, Oracle Crystal Ball and Hyperion


Where can it help you: Business Intelligence Continuum

Which customers gave most profits?

What did this customer buy?

Which customers should we focus on for profits?

What sales channels should we promote?

What if demand falls short of forecast?

What if we rolled out this product nationwide?

Will our cash balances take us through this crisis?

What is the Q4 revenue forecast?Future OrientedPast Oriented

Operational Static

Strategic Dynamic

Which sales campaign gave most benefit.

What increases customer loyalty the most?

What if my raw-material costs increase?

Which plant has highest direct and indirect costs?

Which market segment requires higher advertising budget?


Sample Benefits Achieved By Companies Like Yours

• Meister Auto Parts: Business management planning time has been cut from 60 days to 30 days

• Indu Projects: …complete financial reports by the 8th of the month rather than 20th–25th as previously…(target is 5th of the month)

• Hormel Foods: ‘…Provided more than 500 users with complete, real-time information on sales and trade promotion

• Higher Education Press: Hyperion closed books across its 40 subsidiaries and gave Consolidated Financial Reports in hours instead of weeks

• Hanjin Shipping: Moved from monthly to daily batch reporting, ensuring managers have access to up-to-date data to support decision making

• Mentor Graphics: Replaced 1,200 budget spreadsheets with a single, Web-based solution, shortened planning cycles by 4 months while increasing detail


What CFOs are looking for

“… the most important technology in 2007 is Business Intelligence”

Finance’s Top Area of Importance

Sources: CIO Insight, “The Future of I.T.: What's on Top for 2007 and Beyond,” January 16, 2007; IBM Business Consulting Services, “The Global CFO Study 2005”


Current State: No Insight, No Confidence in Reports

Destination/End-Users

Disparate SystemsData Sources Data Warehouses

Legacy & Spreadsheets

GOTS

ERP

Analytics

Query and Reporting

Financial Management

Planning

Transaction Systems

Data Warehouse


Future State – Focus on Results, Decisions

Shared Business

Rules

Financial Management

PerformanceBudgeting

Query & Reporting

Enterprise Analytics

Destination/End-Users Oracle BI/EPMData Sources Data Warehouses


Transaction Systems

COTS

ERP

Op

erat

ion

al

Rep

ort

ing

Inte

ract

ive

Das

hb

oar

ds

Fin

anci

al

Rep

ort

ing

Microsoft Office

Data Warehouse

Oracle BI/EPM



Our Case Study: Pizza Company - Streamlining Reporting

• Pizza Company’s Problem:• Disparate reporting systems

• Stores reported on phone, data then entered into Excel• Time consuming - reports too late to act effectively• Data discrepancies – low confidence in reports • No detail behind the numbers• Too much time on process, which was basically flawed

• What they wanted:• Improve information access• Easy to learn and use – needed high adoption rate• Automation of data collection• More KPIs, in real-time/daily NOT monthly


Our Case Study: What They Got

• Sales Indicators• Orders & Sales (Actual,

Comparable, Budget)• Delivery vs Carryout• Ticket Average and

Variances

• Menu Mix Stats• Quantity & Percent sold by

Product• Menu Price

• Detailed Audit Information

• Cost Indicators:• Food Cost• Labor Hours and Cost• Delivery Mileage Cost

• Customer Satisfaction Indicators• Average Make Time• Out the Door Time• Deliveries Per Run

• Secret Shopper Results


Our Case Study: Benefits

• Business got efficient: Operational Performance Summary took LESS than an hour, instead of DAYS

• Information got efficient: Previous Day reporting available before 9.00 am instead of late afternoon – so decisions taken and communicated before stores open next day

• Decisions got efficient: More KPIs, at one place – Less time spent on questions and validations

• Users got efficient: High user adoption, self service reporting saved hours for every store manager and for corporate

• IT got efficient: new reports took minutes or hours, not months

• Faster response to thefts/shrinkage


Our Case Study: The ROI

• ‘Out The Door’ time reduced by 10%• Stores with this system outperformed other stores by

2 to 3%• Savings from Reduced Thefts

• Due to visibility, employees less inclined to theft

• Reduced Receivables


Your company is now ready for Benefits of BI

Source: Gartner, Inc.

14%

14%

17%

28%

26%

0% 10% 20% 30% 40%

% of Respondents

9 or more

7 to 8

5 to 6

3 to 4

Years: 1 to 2

North America, n=284Mean: 6 years

16%

11%

21%

28%

24%

0% 10% 20% 30% 40%

% of Respondents

9 or more

7 to 8

5 to 6

3 to 4

Years: 1 to 2

Europe, n=132Mean: 5 years

Indian Corporate now have their transactional systems in place and are ready for BI and some EPM solutions

Number of Years BI has been in use in North America & in Europe:


Talk to Syntelli

• Free needs assessment and product fit• Help in Business Case Development and ROI Justification• Free Proof of Concept• Solution Design and monitoring by experienced Consultants• Quick Implementation• Guaranteed work!

YOU HAVE ONLY TO WIN!Talk to us for your Spotfire, Tableau and Hyperion needs

Remember, Its Time To Leverage Your Data

NOTE: Co-develop the business case and ROI, clearly defined Acceptance criteria and next step assurance for Proof Of Concept.


Thank You

Contact Information:

Rishi BhatnagarJohn CharnesGirish ParakkalMarcela Madrigal

877-SYNTELLI


Appendix & Supporting Slides

Its time to leverage your data® 17

Case Study: 9/11 Crisis in the Airline Industry

Southwest Airlines Adapts

BEFORE / NEEDS

• Determine how long cash balances of $1 billion would last – immediately

• Develop capital spending plans and 15 month rolling forecasts in 1 day

• Create business cockpits for executives and other functional areas to track key metrics

AFTER

• Ability to forecast within 2% of outcome, providing top-bottom and bottom-top analysis

• Analysis provided comfort level (no employees laid off; no need for government funding)

• Finance moved to spending 10% accumulating data and 90% analyzing (75% / 25% before)

• 83 Million Passengers a Year• 63 Destinations• 3300 Flights a Day


- HEP is in periodical publishing, electronic publishing, books etc. since 1954 in China. About $290M (App Rs.13,000 crores)

- Hyperion closed books across its 40 subsidiaries and gave Consolidated Financial Repots in hours instead of weeks

Case Study: Publishing Co: Higher Education Press

BEFORE CONSOLIDATION SYSTEM

Consolidation was slow with several third party and

40 subsidiaries submitted data and reports in different formats using different policies

Equity relationships between entities not represented

Slow & Static Reporting

Disparate systems, not integrated

AFTER CONSOLIDATION SYSTEMFROM HYPERION

Automatic Consolidation of entities that comply to accounting standards and regulations

Integrated heterogeneous data sources, checks transactions, foreign currency translations

Work-Flow based approvals

Real-Time data query and instantaneous reporting

Unified systems and databases offering high quality and accuracy of company wide financial data

analytics and bi introduction for cfos - syntelli solutions

Documents

hyperion closed

case study

legacy amp

business intelligence

reporting

day

focus

forecast