Not just bowling, but taking wickets · Brisbane, Sydney, Melbourne, London => Partners in the...

CALUMO Group

CFO Regional Symposium 2008CFO Regional Symposium 2008

Australasian Association for Institutional ResearchAustralasian Association for Institutional ResearchData warehouse Special interest group Forum 2009Data warehouse Special interest group Forum 2009

Richard Parsons CA

Business intelligence and Business Business intelligence and Business performance management scenariosperformance management scenarios

Not just bowling, butNot just bowling, buttaking wicketstaking wickets

CALUMO Group AAIR DWSIG 2009, Queensland Richard Parsons

‘Who are you…?’

‘OK, but its really really hard.’

Experiences (Case studies)

Lessons learned Maximise Business Returns ‐ The 45 day drop

Sources of the truth and versions of the truth

Nothing improves performancelike accountability

Nothing succeeds like success, more please

Contrary to experience – BI is not BS

Image: Agence France-Presse


Australian owned, established 1996=> local support & expertise

Brisbane, Sydney, Melbourne, London=> Partners in the United States and Australia

Focused, professional BI for BPI=> offering the BI, the whole BI, and nothing but the BI

Experienced people in business, finance, and technology=> delivering outcomes, not shrink‐wraps

200+ customers in Australia=> to whom would you like to speak?


DisparateData sources

ETL (Export,transform, load)

ManageData warehouse

Create useful dynamic

subsets

Initial analysis

Detailed analysis

Style & grace

Publishing

Distributed, dynamic, collaborationBusiness performance improvement

SQL ServerIntegration Services

SQL ServerAnalysis services

Contemporary and legacy application sources, local, wan, cloud,flat text files, ISAM, VSAM, XML, RDBMS


It is hard getting information from disparate corporate systems

Business has a (very uncomfortable) reliance on un‐audited, uncontrollable sets of linked Excel sheets.

We (personally and in our roles) suffer untenable levels of risk – it keeps one awake at night

Excel's ease of use and low cost has driven our people to use it beyond its intended design

And these “systems” are reluctant to share


A secure, auditable, fit‐for‐purpose data store=> no surprises

Data accessed through familiar interfaces=> familiar, fully featured, low training, low barriers

Data securitymanaged at the data store=> controlled at the dam, not in the puddles

Business user created and managed outcomes=> no, really. We take this very seriously…

Technology expertise free to manage technology=> not required to manage the business

Excel Hell a nightmarish memory=> not a daily reality


APAC Medical Supplies ‐ Traditional Monthly Reporting < 90 days

Federal Government Agency ‐ Industry Intelligence < 45 days

Technical and Further Education ‐ Student Funding Intelligence < 30 days

National Hardware Distribution ‐ Budgeting & Reporting < 45 days

State Rail Operations ‐ 5 Projects : Reporting, Budgeting, Treasury etc < 110 days

Environmental Reporting ‐ Compliance Capture & Reporting < 20 days

Other Examples Australian University ‐ Reporting & Staff Budgeting < 45 days

Logistics ‐ Financial Intelligence < 30 days

Retirement Village Management‐ Reporting & Funding Management < 45 days

Property Management ‐ Client Service Property Mgt < 45 days

Port Operations ‐ Reporting & Continuous Planning < 40 days


‘As was’ Monthly Report Deck > 100 individual reports Largely manual with data entry to Excel Some reports providing pre‐finalisation estimates Man‐weeks to prepare ‐ dubious reliability

Automation requirement Connections to the General Ledger & Inventory systems Data entry for early estimates with commentary Coherent data, consolidation and cross‐referencing


Capability Management Industry Performance Reporting 360o benchmarking reviews Vendor and Industry panel performance

Comparative performance reporting industry and departmentsContract and Periodic Spend weighted, Relative to TOP 10,Statistical manipulation to allow for sample sizes

Reporting outputs to 100+ vendors across multiple measures

Reports designed in Excel connected to MSAS Automated creation & delivery of over 2,500 pages.

Outcome delivered in under 45 Days


Gained critical business insight into weighted contact hours/targets for govt reporting

highly granular student demographics

Analysis and historical snapshots

employer reporting and funding

30 Days to replace Excel/Crystal Student Reporting

Connected to a robust OLAP data mart

Owned by the Users with a Student Admin


Multi‐store (250), web deployedbudgeting and reporting

Easy of use paramount for in‐store staff

High level budgets with approval workflow

Order processing BI by Item Bay and Store

Project Delivery Full budgeting and reporting in store 36 dynamic web reports < 90 days


Multiple concurrent projects delivered Organisational Reporting

Business Line Reporting

Cross Charge Management

Treasury and Foreign Currency Modelling

Budgeting ‐ Node level spread to leaf level

5 Projects < 5 Months


From July 2009, top 1,000 polluters required to collect and report on “Environment”

Financial consequences for non‐compliance

“Unaddressed climate change presents the greatest economic risk to all stakeholders”

Project outcomes Information Capture, Reporting and performance alerts with Executive Dashboards

< 20days


Maximise Business ReturnsThe 45 day drop

Sources of the truth and versionsof the truth

Nothing improves performancelike accountability

Nothing succeeds like success,more please

Contrary to experience –BI is not BS

Image: Agence France-Presse


Bite off what you can chew The “45 day drop” maxim avoids indigestion Assists in early returns, gathering authority

Carts and horses, 5 Stars and Lofts Start with outcomes not data engineering Purpose driven data marts limit complexity

OLAP, writeback, familiar interface BI without interactivity is just reporting Information, Intelligence & Wisdom – BI/BS

Image: Andrew Clipsham


Bite off what you can chew The “45 day drop” maxim avoids indigestion Assists in early returns, gathering authority

Carts and horses, 5 Stars and Lofts Start with outcomes not data engineering Purpose driven data marts limit complexity

OLAP, writeback, familiar interface BI without interactivity is just reporting Information, Intelligence & Wisdom – BI/BS

And take wickets...Image: Andrew Clipsham

CALUMO Group

CFO Regional Symposium 2008CFO Regional Symposium 2008

Australasian Association for Institutional ResearchAustralasian Association for Institutional ResearchData warehouse Special interest group Forum 2009Data warehouse Special interest group Forum 2009

Richard Parsons CA

Business intelligence and Business Business intelligence and Business performance management scenariosperformance management scenarios

Not just bowling, butNot just bowling, buttaking wicketstaking wickets


“I can redeploy staff from low‐value to high‐value tasks. The system has reduced the time taken to produce board reports from 12 hours to 30 minutes, and my staff don’t have to stay here until 9pm” CFO, Aevum

“It is essential that the organisation is equipped with a real time, single, 360 degree view of enterprise performance”

Group Manager Controlling & IT, Baulderstone Hornibrook

“We are now able to capture more data, more accurately, more often with more detail giving us much better insight into the business.”

Management Information Analyst, Mayne Health

“Flexibility was also paramount. We have complex customer and product hierarchies — both internal and external — and with this solution it’s just a matter of drag and drop and it’s done. Users are more self sufficient, thus freeing up the time of our business analysts.” Financial Controller, Johnson & Johnson

“Multi‐management layers can see how the business is performing, review KPI reports, then drill down to underlying data. We also need to collect and make available insightful commentary on the numbers within a very short time frame".

General Manager, Shared Services, State Rail Authority

“We had five weeks to implement the system from scratch and, so we needed an easy‐to‐use system in order to implement the product, develop it, and train 150 users.” Systems Manager, Integral Energy


Microsoft Gold Certified Partner

Microsoft Partner of the Year 2007

Microsoft Partner of the Year 2008

Australian iAwards Finalist

Australian Technology Showcase

Red Herring Top 100 Winner

Not just bowling, but taking wickets · Brisbane, Sydney, Melbourne, London => Partners in the...

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