CGE-BI and BOARD Business Intelligence
- 1. Introducing CGE-BI and BOARD
- 2. CGE Business Intelligence, Inc. Software and Services VendorBased in Plano, TexasFounded in 2008Exclusively focused on BOARD Toolkit and associated solutionsPremier BOARD Partner
- 3. BOARD International SASoftware VendorBased in Lugano, SwitzerlandFounded in 1994Pioneer of Business Intelligence and Performance Management unification (named as Management Intelligence) - TOOLKITExclusively focused on BOARD Toolkit for 14 yearsSold only via partnersPrivate, profitable, no long-term debt
- 4. All In One SolutionComplete Programming-Free Toolkit Delivering Business FunctionsTechnical FunctionsReporting
- 5. Analysis
- 6. Scorecarding
- 7. Dashboarding
- 9. Forecasting
- 11. Consolidation
- 13. MOLAP & ROLAP Databases
- 14. Data Dictionary
- 15. Security – LDAP to Custom
- 17. Data Write-Back
- 18. MS Office IntegrationIn a single integrated BI and CPM solution, eliminating the complexities of managing different modules and tools
- 19. International recognitions: CPM and BI Magic Quadrants 2009 Corporate Performance ManagementBusiness Intelligence
- 20. An extraordinaryachievement, not just a goodresultOnly 5 companies WW are positioned in both the Gartner CPM and the BI Magic Quadrants:BOARDCognos (IBM)Oracle SAPSASButonlyonewith a single product:BOARD
- 21. International AcclaimContinued... BOARD wins Microsoft .NET Swiss Innovation Award 2010 BOARD 7 combines: Self-Service Analysis and Reporting
- 23. SOA
- 24. 64 BIT
- 25. Advanced Office Integration
- 26. An Innovative Silverlight Client with its characteristic capability to unify Business Intelligence and Corporate Performance Management and to build analytic applications without the use of any programming!
- 27. The Voice of the Customers:the world’s largest independent BI surveyBOARD ranked #1 Least reported problems
- 28. Lowest administrative effort
- 29. Number of applications per admin head
- 30. Ease of use for application buildersBOARD ranked #2 Highest Business Benefit
- 31. Best Selection Rates
- 33. BOARD 7: the new world of BI and CPM
- 34. Investment and company performances: the turning pointthe turning pointDecision Effectiveness
- 35. Making better decisions:Linking Strategy with OperationsStrategy FormulationScorecards
- 36. Strategy Maps
- 37. Strategic PlanningPlanningWhat if analysis / Forecasting
- 38. Sales Planning
- 39. Resource Capacity Planning
- 43. MonitoringLinking Strategy with Operations: Key CapabilitiesData SourcesDetailLevelInformationTypeTime Orientation+ExternalSynthesisQualitativeFuture+InternalAnalysisQuantitativePresent
- 44. Today BI and CPM are disconnected, decision making processes are fragmentedCapacity PlanningFinancialBudgetReporting Financial Consolidation Profitability Analysis ScorecardsDashboard Sales BudgetingDWHERP CRMSFA
- 45. What’s wrongCompany Data distributed in several repositories Multiple versions of the truthLow data traceabilityLack of information consistency and reliabilityLack of an integrated view of performance & business processes Inability to drill across the company information on the flyInformation is often out of dateLow controlDisconnected applications and disparate technologiesDifficult interoperability Low manageability and flexibilityHigh integration cost
- 46. BOARD:a modern management system All in OneToolkitWPF
- 47. All in One:One Product, One Vision, One Technology
- 48. All in One:a functional perspectiveOne Product One VisionOne TechnologyBI and CPM work together in a single environment.With BOARD companies manage and control the entire decision-making process: from data collection, to information analysis; from decision formulation, to performance monitoring.
- 49. All in one : business benefitsA single version of the truthA single analytical environment Holistic view of company performances Information consistency, relevancy, traceability Shared management view of multiple level of information across planning, execution and decision cyclesOne shared know-how (single interface, single admin environment, single technology) Better decision making Strategy and operations alignmentTCO optimization
- 50. The “toolkit approach” From simple reports to the most sophisticated performance management applications, any analysis can be easily built using the drag and drop function and the configuration of objects that are automatically synchronised with the data.
- 51. User Self-Service and Rapid Application development The Toolkit Approach delivers:Self service reporting and analysisEnd-users have access to a full “self-service” information environment, which enables them to obtain immediate answers to their questions from a verified, consistent, shared information source.RAD (Rapid Application Development)NO CODING, but configurable drag and drop objectsApplication administrators can efficiently build and maintain applications, with a “Time to Solution” and “Total Cost of Ownership” unachievable by traditional BI and CPM solutions.
- 52. The toolkit approach:key benefitsSelf-Service reporting and analysisUsers have the information they need, when they need it Minimal user requests to the IT department Data Quality and Consistency remains controlled by ITRapid Application DevelopmentUnmatched time to solutionFull customizationEasy adaptability to business changesOrganizational pervasiveness (any dep. or BU can easily build its own applications based on a common data repository) Outstanding TCO
- 53. The WPF: why it’s important to BOARD Windows Presentation Foundation (WPF) is a unified presentation system, which offers a latest-generation approach to the construction of Windows application interfaces. WPF enables BOARD to deliver:Interactive VisualizationIntuitive access to information, for every kind of user not just specialistsHigher interactivity and simpler exploration and navigationImproved user productivityOutstanding presentation graphicsOffice 2007 Advanced IntegrationBI & CPM in a familiar environment Self-updating presentations and documentsExcel benefits without Excel limitationsOffice development environmentBOARD Rich Internet Client > Silverlight Web Runtime (WRT)Develop once, use twice: one single development for web and client 3D, animations and interactivity through the web
- 54. Windows Presentation Foundation: a new User Experience
- 55. Interactive Visualization:3D and Object Containers
- 56. Interactive visualization: vector graphics and drillable charts
- 58. Excel® Add-in
- 59. Word and Power Point add-in
- 60. BOARD Rich Internet Client: Silverlight Web Runtime (WRT)
- 61. WPF:Key Benefits Interactive VisualizationIntuitive access to information, for every kind of user not just specialistsHigher interactivity and simpler exploration and navigationImproved user productivityOutstanding presentation graphicsOffice 2007 Advanced IntegrationBI & CPM in a familiar environment Self-updating presentations and documentsExcel benefits without Excel limitationsOffice development environmentBOARD Rich Internet Client > Silverlight Web Runtime (WRT)Develop once, use twice: one single development for web and client 3D, animations and interactivity through the web
- 62. BOARD at work
- 63. 2200+ customers world wide BankingChemicalFashionFood & BeverageHealthInsuranceManufacturingPublic SectorRetail & Distrib.Utilities & TelcosOthers
- 64. 2,000+ customers worldwide BankingChemicalFashion & BeautyFood & BeverageHealthInsuranceManufacturingPublic SectorRetail & Distrib.Services
- 65. Faster, Better and With LessAfter only 8 weeks, J.J. Haines was empowered with a powerful CPM application that offered over 80 interactive reports and screens, along with the automation of key reporting and analysis processes.
- 66. The BOARD solution also provided an advanced budgeting and simulation environment, enabling key personnel within J.J. Haines to perform ‘What If?’ analysis on several facets of the business.
- 67. Measurable results include the reduction of time required to generate ad-hoc reports used across the business to several minutes – this has improved productivity of the employees utilizing the information provided by BOARD. Also, the integrated and accurate reporting translates into better decisions by J.J. Haines. These factors contribute to a high return on investment from the comprehensive BOARD solution.Faster, Better Decision Making“BOARD showed us a PoC with our data in a matter of days and the integrated BOARD Toolkit means that once we chose this solution we did not have to purchase disparate or additional modules. BOARD has it all in one environment and has given us a future-proof platform to manage our BI and CPM needs” - John Quickenden, Manager - Business Support Group “It would take the accounts department two weeks to reconcile the accounts; BOARD does this within an hour.”
- 68. …the cost and complexity myth400 stores in 43 statesProject: automate and improve their sales, markdown and performance analysis processes.Existing Systems: JDA Arthur and JDA PMM, and Business ObjectsCharlotte Russe was told that it would take 6+ months, require an “army of consultants” and cost well into six figuresBOARD delivered the solution in 6 days, with 1 person, and at a fraction of the TCO (orders of magnitude)
- 69. Success Stories
- 70. Lundbeck Company ProfileFounded in 1915, Lundbeck is a pharmaceutical company focusing on central nervous system (CNS) disorders. Lundbeck currently has over 5,000 employees worldwide, and has grown its total annual revenue to exceed $1.5B
- 71. Business ChallengesThe recent launch of a new product challenged the Excel based reporting system which had been in place for more then 3 yearsMore reps on the fieldMulti-product market analytics Necessity for timely distribution of up-to-date information on the field.The BI team could not accommodate the time consuming manual activities required to support the business:Data extraction, Collecting relevant dataCreation of spreadsheets customized for each recipient (either business managers or field reps).Lundbeck needed to identify a solution that was flexible enough to meet their dynamic business requirements, yet had the scalability and performance needed to support a large multinational company.
- 72. BOARD SolutionSales & Marketing users are now accessing a web-enabled dashboard which delivers a 360 degree view of all relevant market data:Market SharePrescriptions at any geographical and product levelPromotional activities on the field (detailing and sampling). Power users are fully enabled to design and distributed powerful ad-hoc analytics by using the BOARD application creation interface.
- 73. Business BenefitsThe Web-Dashboard application was rolled out in less than 4 monthsThe manual creation and distribution of spreadsheets is no longer required - automated monthly data upload process now takes less than 30 minutes. An Enterprise License for unlimited use of the BOARD solution within Lundbeck Canada combined with the all-in-one Toolkit approach also let the BI team address other business issues such as Marketing ROI analytics and Sales Planning.
- 74. Success Stories
- 75. Company Profile - BTCBTC Specialty Chemical Distribution is the European sales organization that carries out the trading activities in specialty chemicals produced by the BASF Group. BTC is comprised of 9 BASF subsidiariesBTC offers its customers a customized solution that strongly increase their level of competitiveness.
- 76. Business ChallengesPlanning the sales performance of the individual BTC companies had previously been done using individual, complex Excel spreadsheets in each branch office per product and per customer. The goal was to standardize and optimize the complete planning process from end to end. Requirements:9 European companies in the areas of Controlling and Sales and Marketing6 weeks remained between the project start date and the start date of the planning process
- 77. BOARD SolutionAll of BTC’s data from their ERP system (Navision) is available for analysis and comparisonAll historical and current data (volume, price, sales turnover and margin) is available for management in one overview, including forecasts and deviations. There are several choices available with regard to planning: Incrementally factoring the previous year’s annual figures can be increased as a percentage in total or by group. Planning figures can be entered top-down per reporting unit or product group and automatically broken down by the system to each level below. The detailed effects of the planning on lower levels can be analyzed by a click of the mouse using the drill-down function.
- 78. Business BenefitComplete Integration of the Budget ProcessThe top-down plan forms the basis for the subsequent bottom-up plan carried out by the sales directors. Budgets can then be defined at the lowest level – by customer or product. If the volume, the price and the margin per product is revised for a certain customer, the turnover at all levels is automatically adjusted. The effects of certain planned values on other areas are immediately simulated and revised. “Only six weeks after the project began the European BTC companies were gathered to be trained to use the system. We would never have thought that the various requirements from all our European branches could be implemented so quickly!” Sandra WittHead of ControllingBTC Specialty Chemical Distribution GmbH
- 79. Additional Apps Built with BOARD include:SalesSales Analysis (Customer, Area, Channel, Product, Line…) Rolling Top-Down and Bottom-Up Sales Budget and ForecastingProducts, Channels, Customers ProfitabilityShops, Chains, Channel P&L projectionsVariance Analysis (Price, Quantity, Mix)Brand Performance Cross-Selling AnalysisLoyalty Cards ManagementLoyalty and Retention MonitoringMerchandise IntelligenceMarkdowns and Promotions OptimizationSCMDemand PlanningCost to ServeIntegrated Capacity Planning Daily & Weekly Workload PlanningFinancial insights across the extended supply chainWhat-if and what-for analysis to forecast materialand production line needsSupply Chain dashboard and KPIsHRHR Performance ManagementHR planning, budgeting and forecastingEmployee Costs Monitoring Benefits and Incentive planningSkills MappingHR dashboard and KPIs
- 80. Apps Built with BOARD include:Finance and ControllingFinancial Top-Down/Bottom-UpBudgetingP&L, BS, Cash Flow Planning and ForecastingStatutory and Financial Consolidation Intercompany Matching and ReconciliationsCost and Profitability AnalysisActivity Based CostingVariance Analysis Credit Management (DSO, Ageing, Customer Score)Financial ReportingFast ClosingComplianceStrategy MapsBalanced ScorecardOperationsCapacity Planning Inventory Forecasting and Optimization Materials Management Procurement AnalysisProduction Forecast and Planning Supplier Rating Other areasService Level ManagementPost-Sales Management (Maintenance andSpare Parts Optimization) Customer Service Level AnalysisQuality IntelligenceIT Scorecard
- 81. BOARD 7: when technology makes the differenceWindows Presentation FoundationWindows Communication FoundationInteractive VisualizationOffice 2007 Advanced IntegrationUsers Self-Service SOA (Service Oriented Architecture)Web 2.0 Client (Silverlight) 64 bit, 128 bit cubes addressingIn memory-cubes
- 82. BOARD:a modern SOA architecture
- 83. The multidimensional database:Molap, Rolap and ETLIntegrated 64 bit MDB128 bit addressingROLAPOLE DB for OLAPMDX
- 84. Conclusions
- 85. Self-Service ReportingSelf-service business user view of data
- 86. 2D and 3D drillable charts
- 87. Conditional alerting and notification
- 89. Gauges, stoplights, thermometers and cockpits for an easy KPIs creationSelf-Service AnalysisFree drill-down and drill-through
- 90. OLAP slice & dice analyses
- 91. On the fly ad hoc queries
- 92. Filtering
- 93. What-if, what-forBoard: a modern management systemInteractive Visualization Ribbon Bar
- 94. Drillable Charts, Cockpits and Bubble Charts
- 95. Animations and Object Containers
- 96. Row Charts and Thumbnails
- 97. 3D Vector GraphicsSolutionsDashboarding& Scorecarding
- 98. Sales & Strategy Planning
- 99. Financial Planning & Consolidation
- 100. Profitability Analysis & Simulation
- 101. Supply Chain Management
- 102. Budgeting, Planning & Forecasting Office Integration Excel 2007 Add-in
- 104. Word 2007 Add-in
- 105. Power Point 2007 Add-in
- 106. Export to Office 2003 and 2007Performance Management Workflow with audit trail, versioning, scenarios
- 107. Business rules
- 108. Multi-users data collection
- 109. Scorecards and strategy maps
- 110. BI & CPM all in oneData Integration Integrated MDB
- 111. MOLAP and virtual ROLAP cubes
- 112. 64 bites technology, 128 cube addressing
- 113. In-Memory cubes
- 114. ETLRapid Application Development No programming
- 115. Visual development
- 116. Drag and drop data-aware objectsWhy BOARD is differentIntegrationAAll in Oneproduct combines all the features and functionalities needed to build a complete BI/CPM solutionPervasivenessThanks to its unique adaptability BOARD can be easily adopted in various departments, BUs and divisions SpeedAny application can be built with the drag and drop and the configuration of data aware objects, offering an unmatched time to solutionSimplicityA Self-Service environment enables any user to interact intuitively with data and make in-depth analysis with simplicityCost-effectivenessThe combination of the All-in-One philosophy with the Toolkit Approach results in an unequalled TCO
- 117. Why Do Organizations Use BOARD?Integrating disparate data sources simple – this is what the solution was intended to do. All information resides in the Board DB – always consistent, obviates the need for a DWMeta Data stored in one place – single definition for COGS, commission calcs, etc.Approve, Reject, Review Budgets Ability to handle massive amounts of data
- 118. Why Do Organizations Use BOARD?Ease of Use – End User & IT AdminNo coding or scripting required to customize appsLow Cost – 3 P’sPeopleProcessesProduct - Licensing model based on users, not ‘Modules’Data Write-back for Budgeting & PlanningAnd many more features that you would expect in an Enterprise BI/CPM solution
- 119. DEMO
- 120. Board 7 – TakeawaysRevolutionary technology platform
- 121. All-in-one Solution for BI & CPM
- 122. Unmatched ease of useFor additional questions or a copy of the presentation, please contact us atWebwww.cge-bi.comRequest Informationinfo@cge-bi.comContact Salessales@cge-bi.comPhone: (888) 362-4541Thank You