Mejores Decisiones Mejores Negocios11 IT Managers quieren lograr para los business users Reducir la...
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Transcript of Mejores Decisiones Mejores Negocios11 IT Managers quieren lograr para los business users Reducir la...
Diego Mondrik [email protected]
BOARD South Cone
Licenciado en Administración
20 años de experiencia en Sistemas de soporte para la
toma de decisiones
CEO Board South Cone
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BOARD International
Sobre la compañía
International Software Vendor
Sede central en Suiza
Fundada en 1994
Exclusivamente focalizada en BOARD
Pionera en la unificación de Business Intelligence y Performance
Management (Management Intelligence)
KEY NUMBERS
3000+ clientes 150+
partners +25% crecimiento
Crecimiento de dos dígitos por 6to año consecutivo
BOARD: Worldwide Locations
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¿Qué es Performance Management?
los procesos, metodologías y tecnologías
Performance Management se define como:
que las organizaciones usan para
monitorear, analizar y planear
la performance del negocio.
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Performance Management Ejecutar mejor la estrategia.
Business Intelligence
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Protagonistas PM
Ejecutivos de negocios CFO, CEO, COO.
Controller, Finance Executive.
General Manager, Line of Business Manager.
Information Workers Power Users, Business Analysts, Modelers.
Contributors.
IT Managers Business Users IT
Corporate IT
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Los ejecutivos quieren mejorar la performance
Acelerar el proceso de toma de decisiones. Flexibilidad para manejar condiciones de negocio
cambiantes. PM alineado, seguro y con responsabilidad
definida.
No es facil de lograr porque
“6 meses para planning, 5 meses para budgeting,
2 semanas para hacer el forecast”*
* Best Practices in Planning and Management Reporting by David A. J. Axson.
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Information Workers quieren contribuir con la
performance
Necesitan un entorno amigable y flexible.
Colaborar como parte del proceso de performance.
Definir, modificar y mantener reglas de negocios sin depender de IT.
No lo pueden lograr porque:
“La mitad del tiempo Estan recolectando y validando data
En vez de Analizar y planear”*.
* Best Practices in Planning and Management Reporting by David A. J. Axson.
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IT Managers quieren lograr para los business
users
Reducir la complejidad, mantenimiento y costo de la infraestructura de performance management.
Dar poder al negocio para mejorar la performance.
Dar acceso a la informacion dentro de los procesos de
compliance.
Es dificil de lograr porque existen
“10 sistemas de general ledger, 12 sistemas de budgeting
13 sistemas de reporting”*.
* Best Practices in Planning and Management Reporting by David A. J. Axson.
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PM en muchas empresas
¿La información sigue siendo relevante?
Analistas de negocios
Ejecutivos
•Muchas partes moviles
•Consolidacion Manual
•Muchos Excel Linqueados
•Propenso a Errores
•Lento
IT
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¿Cómo se puede hacer PM?
What, Why, How, Who, When?
Colaborativo, User-friendly, Contextual.
“Información relevante para mi”
Alineado, Accionable,
Responsable.
“Información para confiar y
actuar ”
Flexible, Seguro, Auditable.
“Crear y modificar de acuerdo a
compliance”
Forecasting Planning
Reporting
Scorecard & Dashboard
Analytics
IT
Executives
Information Workers
Business Analysts
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Performance Management – capacidades requeridas
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BOARD International: propuesta de valor
BOARD unifica Business Intelligence y Performance Management
en un ambiente único e integrado, proporcionando una solución sólida
para el soporte, control y gestión de procesos claves como:
REPORTING
ANALISIS y SIMULACION
TABLEROS DE CONTROL
BUDGETING, PLANNING Y FORECASTING
MODELOS DE RENTABILIDAD Y OPTIMIZACION
CONSOLIDACION FINANCIERA
GESTION ESTRATEGICA
Tomando mejores decisiones:
Vinculando la estrategia con las operaciones
Planeamiento
• What if analysis / Forecasting
• Planificacion de la capacidad de
recursos
• Planificacion financiera
Control
• Analisis de rentabilidad
• Consolidacion financiera
Formulación estratégica
• Scorecards
• Mapa estratégico
• Planificación estratégica
Ejecucion
• Reporting
• Monitoreo
• S&OP y planificacion a corto
plazo
BOARD: All in One BI & CPM
Performance
Decision
Analysis
Information
ERP SCM DWH .... DATA SOURCES
• BI Infrastructure
• Metadata Management
• Development Environment
• Workflow and Collaboration
Integration
• Reporting
• Ad-hoc Query
• MS Office Integration
• Dashboards
Information Delivery
BUSINESS INTELLIGENCE
• OLAP
• Scorecards
• Visualization
• Predictive Modeling
Analysis
Financial
consolidation
Budgeting, planning
& forecasting
CORPORATE PERFORMANCE MANAGEMENT
Strategy management
Profitability modeling
& optimization
Financial &
Statutory reporting
CPM & BI: the integrated approach
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Algunas aplicaciones desarrolladas con BOARD: (1)
Sales
Sales Analysis (Customer, Area, Channel, Product, Line…)
Rolling Top-Down and Bottom-Up Sales Budget and Forecasting
Products, Channels, Customers Profitability
Shops, Chains, Channel P&L projections
Variance Analysis (Price, Quantity, Mix)
Brand Performance
Cross-Selling Analysis
Loyalty Cards Management
Loyalty and Retention Monitoring
Merchandise Intelligence
Markdowns and Promotions Optimization
SCM
Demand Planning
Cost to Serve
Integrated Capacity Planning
Daily & Weekly Workload Planning
Financial insights across the extended supply chain
What-if and what-for analysis to forecast material and production line needs
Supply Chain dashboard and KPIs
HR
HR Performance Management
HR planning, budgeting and forecasting
Employee Costs Monitoring
Benefits and Incentive planning
Skills Mapping
HR dashboard and KPIs
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Algunas aplicaciones desarrolladas con BOARD: (2)
Finance and Controlling
Financial Top-Down/Bottom-Up Budgeting
P&L, BS, Cash Flow Planning and Forecasting
Statutory and Financial Consolidation
Intercompany Matching and Reconciliations
Cost and Profitability Analysis
Activity Based Costing
Variance Analysis
Credit Management (DSO, Ageing, Customer Score)
Financial Reporting
Fast Closing
Compliance
Strategy Maps
Balanced Scorecard
Operations Capacity Planning
Inventory Forecasting and Optimization
Materials Management
Procurement Analysis
Production Forecast and Planning
Supplier Rating
Other areas Service Level Management
Post-Sales Management
(Maintenance & Spare Parts Optimization)
Customer Service Level Analysis
Quality Intelligence
IT Scorecard
MEJORES DECISIONES
OPTIMIZACION del COSTO
TOTAL (TCO)
ESTRATEGIA Y OPERACIÓN
ALINEADAS
All in one: beneficios para el negocio
Una única versión de la realidad
Un único repositorio analítico
Visión holística del rendimiento de la organización
Consistencia, relevancia y trazabilidad en la información
Vista compartida de la gestión de la información en múltiples niveles a través de los ciclos de planificación, ejecución y toma de decisiones
Un know-how compartido (una única interfaz, un único ambiente de administración, una única tecnología)
¿Por que BOARD es diferente?
Integracion Al ser Todo en Uno, combina todas las caracteristicas y funciones necesarias
para una solucion completa de BI + CPM.
Pervasiveness Gracias a su adaptabilidad unica BOARD se puede adoptar facilmente den
departamentos, divisiones o unidades de negocios.
Simplicidad Su ambiente de Self-Service le permite a cualquier usuario trabajar
intuitivamente con los datos para hacer analisis profundos facilmente.
Velocidad Cualquier aplicacion se puede construir haciendo “drag and drop” lo que
permite reducir drasticamente los tiempos de implementacion.
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The “toolkit approach” Desde simples informes hasta las
aplicaciones más sofisticadas de
performance management, cualquier
análisis puede ser fácilmente construido
utilizando la función “drag&drop” y la
configuración de objetos que son
automáticamente sincronizados con los
datos
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User Self-Service y Rapid Application
development (RAD)
El Toolkit Approach posibilita:
Self service reporting y analysis
Los usuarios finales tienen acceso a un entorno de información “self-
service”, que les permite obtener respuestas inmediatas a sus preguntas
desde una fuente de información verificada, consistente y compartida
RAD (Rapid Application Development)
Administradores de la aplicación pueden construir y mantener aplicaciones
eficientemente, con un “Tiempo de Solución” y un “Coste de
Pertenencia” inlograble por soluciones tradicionales de BI y CPM sin
necesidad de codificación.
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The toolkit approach: Beneficios claves
Los usuarios obtienen la informacion que necesitan, cuando la necesitan
Se minimizan los requerimiento de usuarios al departamento de IT
La “calidad de datos” y la “consistencia” permanencen en control de IT
Self-Service reporting y analysis
Rapid Application Development
Soluciones desarrolladas en tiempo record
Adaptacion total a los requerimientos
Facil adaptacion a los cambios del negocio
Distribucion por toda la organizacion (cualquier departamento o unidad de negocio pueden desarrollar sobre un repositorio de datos comun)
Muy bajo costo total de adquisicion (TCO)
Arquitectura moderna SOA
CONNECTING TO BOARD Native Connectors
ODBC
OLE DB
ODBO
MDX
Flat Files
SAP Adapter
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Functionality
Multiple data sources
Rapid Deployment Programming-Free
Drag & Drop
Self-Sufficiency
Diffusion / Broadcast push/pull by E-mail,
Web, Office,
mobile etc…
Reporting, Analysis, Alerting
Strategy Maps, Scorecards, Dashboards,
KPIs
Workflow, validation, versions, auditability
Budgeting, Forecasting, Planning,
What-if, Financial Consolidation, Profitability
Office integration
Permite accionar sobre el
conocimiento y relacionarlo
con los ciclos de decisiones,
el plan y el control
Profundiza el
entendimiento
BOARD: un moderno sistema de gestion
All in
One
Toolkit
Tech
Business Intelligence
CPM integrado
Potencia a los usuarios
haciendolos dueños de la
informacion
Self service reporting
Self service analisis
Asegura la adaptacion a los
cambios del entorno
Rapid Application
Development
Transforma la informacion
en productiva a traves de
un entorno productiveo y
facil de usar
Integracion Office
Visualizacion Integrada
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Highly Visual – Feature Rich Content Look and feel profesional – desde una interface unica, en un entorno “drag
and drop” que no requiere codificacion compleja.
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Drill Down, Drill Through, Drill Anywhere
Windows Presentation Foundation: a new User Experience
Interactive Visualization: 3D and Object Containers
Interactive Visualization: vector graphics and drillable charts
Full Export capabilities
Excel® Add-in
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MS Office Operability
Cell based BOARD
formulae
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MS Office Operability POWERPOINT WORD
EXCEL USED FOR
BOARD DATA ENTRY
NOTE OFFLINE
CAPABILITY.
BOARD Web
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Workflow and Business Process Management
Completely customizable workflow and business process
management.
Workflow and Business Process Management
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Simulation and Version Control
Ability to add scenarios “on
the fly” (N.B. addition of dimensions elements
from end user interface is available in ANY
BOARD screen and against ANY
dimension), known as ATO.
Select the scenario /
version to save latest
information to
Compare results
between different
scenarios and
versions as
required
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Driver Based Planning
Driver Based Planning
PRODUCT UNIT
PRICES AND COSTS
Employee Drivers
(Grades and
Payroll Drivers)
Capital
Expenditure
Assumptions
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Driver Based Planning Revenue and Margin calculated from Drivers Expenses Phased According To Profiles
Employee Costs calculated from Drivers Capital Expenditure calculated from Drivers
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Driver Based Planning
Feeds the resulting Profit and Loss Statements.
A fully driver based modelling environment,
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Integrated P&L, Balance Sheet and Cash Flow
An integrated approach to the
derivation of the Cash Flow,
from the Profit and Loss and
Balance Sheet.
Cash flow calculations using
standard accounting principles,
taking information and
movements from the core P&L
and Balance Sheet as required.
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Modelling and Intelligent Break Back
Additional modelling
capability available as
standard…e.g. locking,
goal seeking,
mathematical calculations
and additional data
references
Standard break-
back of data entry
across ANY
dimension and at
ANY level.
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Modelling and Intelligent Break Back
Ability to enter data
into calculated
formulae and
“reverse” the
calculation
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Simplifying The Complexity
Often complex referential
Excel formulae are
replaced with simple and
logical calculation steps
in BOARD, using non-
code based instructions.
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Time Awareness
Out of the box, BOARD
understands the concept of a
time dimension.
Offering a variety of time
related calculations, in a
dynamic fashion without
further coding or
programming.
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Broadcasting y Alertas
BOARD puede enviar e-mail,
combinando las alertas, notificaciones y
envio masivo de reportes.
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Reporting Books and Disclosure
Habilidad para crear libros de
informes con reportes y filtros
predifinidos, distribuyendolo segun
la responsabilidad y los permisos de
seguridad de acceso a datos.
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Text, Comments, Annotations etc... Capacidad para guardar texto, comentarios, imagenes y documentos adjuntos.
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Advanced Capability – A Few Additional Highlights
Build on existing OLAP
environments including SAP BW
Extract BOARD content as
required
Build a data mart from BOARD
content
Automate the back up and
restore, as well as database
locking
Automate data and structure
uploads
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Data Models
Feature rich data
modelling environment
including BUILT IN
sparsity management for
BOARD cubes. No coding
required to deal with
sparse structures and
dimensions, as well as
multiple cube types
beyond just numbers.
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The HBMP Advantage
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Data Connectivity
Aligning the data
sources with the
BOARD multi-
dimensional data
models. Providing
additional data
capability and ETL as
required.
** ROLAP
connectivity is also
possible for “near
real-time reporting”.
**
Easy to use
interface.
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Security
Can leverage any LDAP security
protocol, with further security
around access to BOARD
functionality and the data slices
available to users.
La Compania
Triumph es el fabricante de automotores britanico mas grande, fabricando 50,000
motorcicletas por año.
750 distribuidores en 35 paises, 80% de su produccion se vende fuera de Gran Bretaña.
El Projecto (Corporate & Worldwide)
Business Intelligence (Reporting/ Analysis / Dashboard / KPI Scorecard)
Planeamiento Integrated
• Operational Planning (S&OP, Cost Modeling, HR Planning)
• Financial Planning (P&L, Balance Sheet, Cash Flow)
• Strategic Planning
Consolidacion Financiera
Modelos de rentabilidad y analisis
Competidores
Hyperion, Cognos, SAP, Infor
Ciclo de venta 12 meses.
Corporate BI y CPM con BOARD
US Navy, budgeting and planning for the Pentagon
The company
The project
Real time budgeting in Excel
Highest level of Workflow and Security
Why BOARD
Ability to change process based on needs
Ease of Use for Business Users
The company
Harvey Nichols founded in 1813, is an international high end department store chain
Approximately 2,500 employees
The project
Sales Reporting, Planning and Forecasting • 1,000,000 SKUs analysis in near real time
(15 mins. interval)
• Planning at style level (800,000 elements) on a weekly basis
Finance Reporting and Budgeting
One solution replaced many
Displaced Hyperion Essbase, Business Objects, Arthur Planning
Consolidated all analysis and planning processes into BOARD
Harvey Nichols deliver integrated BI & CPM
Worldwide Supply Chain planning
The company
PUMA es una de los lideres mundiales en deportes
9500 personas, € 2.7 billions turnover
distribucion en 120 paises
El projecto
Worldwide demand planning & forecasting
• Merchandize & sales planning
• Forecast steps & rolling forecast
• Order suggestions
400+ users (principalmente planners)
Competencia
15 herramientas distintas, incluyendo soluciones
Especificas para retail
Worldwide Business Intelligence
La compania
Desigual es uno de los fabricantes de moda de mas rapido crecimiento en el mundo (crecimiento del anual promedio del 50% en la ultima decada)
3000+ personas, 15m garments sold in 2010
The project
Worldwide Corporate:
Sales Intelligence
Supply Chain Monitoring
Loyalty Card Analysis
Stores Performance Management
Competencia
SAP, Cognos, MIS (in different deals)
Desigual implemento a nivel corporativo despues de usar Board desde 2004
Global Monitoring of the Supply Chain
La compañia
NEC Display Solutions es una compañia lider mundian en el mercado de monitores
NEC Display Solutions Europe GmbH distribuye el producto en Europa via canal indirecto de ventas
El proyecto
Forecasting Cycle (Price Guidelines, Actuals,
Standard Costs)
Controlling, Budgeting y Forecast
Procurement Planning
Decision Support, Reporting
Departamentos incluidos:
Executive Management, Sales, Procurement, Logistics
Paises:
Europa, Japon, China
Competidores
SAP
From sales to financial planning and reporting
The company
GSK is the second largest pharmaceutical group in the world.
3,300 employees in Italy and offices in over 100 countries
The project
GSK Italy use BOARD for:
Sales and P&L planning
Monthly P&L by product closing
Consensus Forecast Process
Sales Force Intelligence
1,300 BI users + 30 Planners
Competitors beaten
SAP
Pervasive BI & CPM across Europe
The company
Mitsubishi Electric is a world leader in electric and electronic equipment
Over 100,000 employees, $37 billion turnover
The project
Self service BI
Integrated planning process including:
• Units quantity planning for fiscal year
• Units quantity definition for each month
• Price and Cost Management
• Sales Channel allocation
• Discounts Management
• Final Forecast/Budget and Reporting
Implemented in UK, IR, FR, DE ,ES
Competitors beaten
SAP
Enterprise Business Intelligence in banking
The company
Credito Valtellinese is a key player in the Italian banking sector
4,000+ employees, 500 branches, 800,000 clients
The project
Sales analysis (including cross-selling)
Assets profitability
Liability analysis
HR mapping, analysis and budgeting
Risk monitoring (accordingly to the Banca d'Italia rules)
Auditing (including anti-laundry compliance)
Competitors beaten
Microsoft
