breakthrough analytics roadshow - ccg & microstrategy partner presentations

1. Scheduled Program 3:30PM Meet & Mix 4:00PM Expert Panel Discussion AnalyticsWhat works? What doesnt? Do it Fast and Easy, even Free (at first) BOA, the slow turn from Operational Reporting The future is here, MSTR World Highlights During Tasting and Talking Big Data, the Bourbon of Analytics (Jeff) Crack open Analytics: The Beer Breakthrough (Dan) Visualizations that wont Bordeaux (Mike) 5:00 PM BI Think Tank Workshop Anonymous pre-sent questions panel Q&A Open dialogue help us help you Thanks to those who participated in advance @CCGBI / #AnalyticsRoadshow

2. Team CCG Introductions Brian Rimes, Partner & SVP of Business Development Email: [email protected] Twitter: @brimes Caroline Wright, Market Lead and Junior Sales Rep Email: [email protected] Twitter: @CarolineMWright Joe Zamzow, Senior Account Executive Email: [email protected] Twitter: @ccgbi

3. Immediate Value & Partnership People Onshore, US Citizens, Well-rounded, Experienced Hybrid / Partnership approach to consulting & staffing Improve business processes, not building reports Process Unique methodology leveraging the best of yours, waterfall and agile Deploy solutions aligned with business process improvement Passion Eat, sleep & breath BI Problem solvers and innovators Technology leadership and commitment Partner We deliver Execute your unique roadmap Serve in key roles to sustain momentum

4. Our People, Our Community @CCGBI / #AnalyticsRoadshow Intense focus on our professionals Only the Best All on-shore Best-practice training (annual budget, vendor resources) Great soft-skills and technical skills Average 10 years BI solution implementation experience Professional Development & Culture Proud of our Community Involvement

5. Best-Fit Business Intelligence @CCGBI / #AnalyticsRoadshow Client investment-based, best-fit BI approach Best-practice experience and knowledge

6. An Award-Winning Consulting Services Firm, Specializing in Delivering Business Intelligence & Information Management Solutions to Increase Business Performance. Business Intelligence: Its Who We Are and What We Do Implement IM and Business Analytics Solutions problem solvers Partner to deploy Best-fit, High Value Solutions Data-Driven culture Provide Experienced, Passionate Professionals our People are the Best Our Passion @CCGBI / #AnalyticsRoadshow

7. Guidelines of our Process Our Process People Information / Data Process Technology Key Success Factors Focus on What, Why, then How Constant business involvement Adaptable to change Provide context for requirements Process Challenges and pain points Goals & alignment Constant Requirement prioritization Test led development People Architecture Strategy Processes Measurement Information (Data) Tools

8. Getting Started * based on stakeholder availability Project Planning & Initiation Analysis, Data Collection & Research BI Vision & Roadmap Formulation Weeks 5Week 4Week 3Week 2Week 1 Kick-off meeting Interview scheduling Project administration Current state assessment Requirements gathering Market evaluation Strategic alignment Identification of core BI components Actionable BI plan Typical Assessment & Roadmap Process

9. BI: An Industry Perspective Strategies & tactics to overcome challenges Data governance, meta and master data management Focus data quality & Integrity (restore credibility) User adoption of true BI analytics (interface, visualizations) Creating a data-driven culture Move from operational reporting to business analytics Make data and information strategic, differentiator, productized Overcoming failed past initiatives become agile & involve the business Big data and HiPer DW strategy

10. Our Practices & Competencies Solution Delivery Assessment, Strategy & Roadmap Program & Project Management Governance & BICOE Architecture & Administration Enterprise BI Dashboards Reporting Self-service Exploration Location (GIS) Mobile Predictive Big Data Enterprise IM Information life-cycle management Data warehouse architecture ETL / ELT Data quality Master data management Big data architecture Big data management @CCGBI / #AnalyticsRoadshow

11. "Without the experience and work ethic of the team from CCG our Merit Award Program would never have been possible. CCG constructed a business intelligence solution that provided all of the information required to award our great teachers. -- David Steele, CIO/CT Other Vendors use the word Partnership, but you guys actually mean what you say. I cant thank you enough for your professionalism, willingness to work with us as a true Partner and not just another vendor. -- Nancy Schulte, CIO Special thanks to CCG. We are able to deliver a critical report for 250+ credit unions that has been requested for several years. Kudos to PIE and IT, job well done! Consulting dollars delivering to meet the CU business needs. Our pilot CUs are thrilled! -- Annie Cox, Director CUR "When we decided to implement a new electronic invoice and imaging system under an aggressive timeline, I knew CCG's technical expertise and dedication to quality results would be invaluable to our success based on our past partnerships their assistance. CCG is #1 on my speed dial for successful project implementation. -- Lisa Thompson, IT Manager Voices of Our Customers @CCGBI / #AnalyticsRoadshow

12. Dan Rodriguez, Partner & Director of Enterprise BI/Analytics Dan Rodriguez (Dan Rod) Director of Enterprise Business Intelligence and Analytics (EBI) and one of the founding partners of Convergence Consulting Group. [email protected] @DanRod Random fact: 4 kids Other passions: Motorcycles

13. Breaking through with Analytics High-Value, Actionable information in 15 minutes Whats the right Platform makeup? How do I Self Service w/ Governance? Can we maintain IT Control while supporting Business Speed? Common Challenges Multi-Department Synergy BI as an Application stop gap Cheating The Maturity Curve What To Do Strategy First, including Vision and Roadmap Governance First and Always BI Innovation Zones

14. Jeff Baucom, Sr. Solution Architect & MSTR Rockstar Jeff has been delivering BI solutions for more than 30 years and currently serves as MicroStrategy channel leader with Convergence Consulting Group. [email protected] @IdontTweet Random fact: 5 Grandkids Other passions: The Arts

15. Maturity Curve BI Technology Gulf Chasm

16. Gulf Chasm Loan Processing Dashboard Company A.

17. Gulf Chasm Self-Service

18. Mike Druta, BI Architect & Visualization Designer With more than a decade of experience as an Analytics professional, Mike joined Convergence Consulting Group (CCG) to help our Clients improve their businesses through the use of BI and advanced analytics. [email protected] @MikeDruta Random fact: Building a House Other passions: Good Spas

19. Company Data Sources POS BO Sql Server Express Access Dbs Excel files Great Plains Catalog Ham 80% of business: Christmas Retail Ham ~ 400 restaurants Franchise Ham ~ $120 mil /year revenue Company B.

20. Challenges No unified view of the Customer Marketing efforts are a shot in the dark Poor data quality (dups, incomplete CI) Almost no analytical reporting No clear idea what sells, when, and where Slow to detect and react to market changes Always playing catchup Almost no ability to be proactive

21. Project Assessment Vision Roadmap (multiple destination Vendor Selection Data Governance Master Data Management MicroStrategy Reports Dashboards Data Exploration Data Warehouse Multidimensional SQL Server 2012 Data Quality Services

22. Solutions

23. Outcomes

24. James Brandow, Sr. Sales Engineer for MSTR Senior Sales Engineer and Product Expert, James Brandow, has been a member of the MicroStrategy team for 14 years with nearly 35 years of professional experience in the BI & IT field. [email protected] @IdontTweet Random fact: Worked with Jeff Other passions: USF Bulls

25. BI Scorecard by Cindi Howson 2

26. Access and combine data from multiple sources on-the-fly The Power of Data Integration in the Hands of Every User GAAP revenue per sales rep Actual performance versus target Most valuable reps (revenue - compensation cost) Climate impact on product sales Much more Combined Data DataBlending 2 7 Finance Data HR Data Sales Data Source 1 Source 2 Source 3 Source 4 Public Data Data blending eliminates IT dependency, making multi- dataset analytics 100x faster for business More Productivity

27. Promote Self-Service Dashboards into Production Create insight! Quickly prototype or crowd source agile dashboards Export from Visual Insight to Document Editor for pixel-perfect design Add production features: Custom branding Multimedia content Transactions Decision workflow Prescriptive analytics Real-time data Watermarking Deploy to thousands with enterprise-grade security and scalability. Monetize insight! FAST, LOW-IMPEDANCE PUBLISHING 2 8 Tightly coupled self-service and production supports the full lifecycle of analytics 1 2 3 4

28. New live data update technology Real-Time Dashboards 2 9

30. BigInsightsElastic Map Reduce Distribution User / Departmental Data Data Warehouse Appliances MapReduce Databases & NoSQL Relational Databases Multidimensional Databases Columnar Databases SaaS-Based App Data HANA Parallel Data WarehouseExadata Analysis Services Redshift BringAllRelevantDatato DecisionMakers Optimized access to your entire Big Data ecosystem as if it were a single database No Data Left Behind 3 1

31. INTRODUCING MicroStrategy PRIME Flexible schema & Partitioned data Linear scalability to 1,000s of CPUs Tightly-coupled interactive exploration PARALLEL RELATIONAL ENGINE 3x to 10x faster 7x to 20x more users IN-MEMORY

32. MicroStrategy PRIME In Action At Facebook We have this thing thats running. Its one of the most amazing things Ive seen. Its running against the entire Facebook user base, 1.1 billion users. Guy Bayes Head of Enterprise BI, Facebook 200 + petabytes of Hadoop Source Data 30 + Terabytes Analyzed in PRIME 200+ Node Cluster 3500+ Cores 175 Billion Rows

33. Kevin Davis, Executive Analytics Professional Kevin has many years experience serving business leadership roles, including his recent position as VP of Technology Innovation and Strategy at Catalina marketing and his role as Enterprise BI Director for Lowes Companies. [email protected] @jKevinDavis Random fact: From Charlotte Other passions: Golden Tee

34. Think-Tank Workshop What are some best practices and trends to combine both structured and unstructured data for improved business intelligence outputs? (B. Norton, Citi) With unstructured data as in click stream and social data, matching them is the hardest part. Finding a common key like phone or card or email number is necessary. You can also infer relationships depending on how risk acceptable you are. Think about using a 3rd party to reduce risk or if you have terms in place about marketing. What are some trends and best practices for combining public and private data for more thorough BI & Contextual Analytics? (Public as in tax records, housing, Facebook, twitter etc. Private as in credit card, PII.) Assuming this is the case, you'd want to model a key field for the PII information, like customer id and use that to link the records. That's for data at rest. In order to match them, you'd want to use something like deterministic or probabilistic matching on fields

35. Think-Tank Workshop What were the data security issues faced by the panelist organizations and how did they solve for them? (Pat Bush TGH) In a recent customer data warehouse project, the client had to protect the privacy of their customer data, including credit cards and other financial information. They put several governance steps in place. The client only allowed 4 people in the organization access to the full credit card information. This was reported to risk management and the EVP team monthly. They masked all PII information that was used for BI and analytics PII information matrix was created, this meant that a single attribute by itself may not be PII but when joined to another it would. When deemed PII we recorded queries that accessed it. We placed a privacy team that reported to the Director of BI with certified privacy analysts. We worked with it security to help identify what should have extra security. We also ran penetration tests and random queries to see how access was secured At what level of the organization are analytics prioritized? This depends on how the organization perceives leveraging analytics for a competitive edge. You can easily see how important analytics is to your organization by looking at the funding and prioritization of the PMO portfolio. To answer directly - Analytics has to be supported by the executive team. At successful organizations they are prioritized strategically. They are included as part of the core competencies, offerings and business processes throughout the organization. At bad shops they are IT tools, owned by IT, built and tossed over hoping for success.

36. Think-Tank Workshop How did the organization engage its senior level leaders and/or board to obtain buy in and funding? They convinced leaders that this is strategically necessary. It needs to be a clear reflection of your strategic initiative and impact your organizations Key Performance Indicators. For example, if a grocer wants to reduce shrink, Analytics can be used to determine high theft items, perishable item shelf life etc. a best practice is to engage FP&A and create realistic ROI models. Keep in mind your asking for funding on Analytics so your own analysis has to be sharp. If youre struggling to find a jumping off point, engaging a partner such as CCG to help you run an assessment will help you to build an irrevocable proposal. What are the highest value ROI case studies for each organization and how did they identify the need to conduct analytics on those particular areas of interest? A great example would be the work CCG has done with PSCU. www.ccgbi.com/resources will provide you with a webcast and case study to learn more about this partnership. When you are looking an BI and Analytics, you dont get a hammer and start looking for nails. You want to look where there are pain points and understand how those pain points can be resolved. Better reports, dashboards, more current information combined from different sources, etc. All of these add to better, more timely decisions that can either save dollars or cut expenses.

37. Think-Tank Workshop Can the panelists please share their governance structure for their analytics programs and who/how priorities are established for analytics projects. (Below is Kevin Daviss Response. Interested in the others? Email [email protected]) We had a committee called the Enterprise Business Intelligence committee that oversaw how we funded Analytics work. This was to prioritize projects and how the team spent their time. It did not include the dedicated Analysts that worked in our team but for a department. For example, market research has it's priority of work for data as a whole; we created a data governance framework that incorporated data owners, stewards and the EBI committee.

38. Come Swim in the Tank Big Data, the Bourbon of Analytics What does the future of Big data look like for MSTR? Crack open Analytics: The Beer Breakthrough What it takes to make it work! 30 years combine experience, theyve seen it all. Visualizations that wont Bordeaux The importance of requirements definition and proper design for success More than just the tool selection and data

39. twitter.com/ccgbi www.ccgBI.com 813.968.3238 [email protected] Business Intelligence: Its Who We Are and What We Do Thank you for joining us today. We hope that you are walking away with a stronger idea of how to make analytics work in your organization. Follow us online to stay up to date on additional resources and future workshops.