The Global Leader in Cloud CPM & BI

3 Key Ways To Help You Make
Better Business Decisions
September 26, 2013

Not For Dis...
Today’s Speaker

Paul Turner
Sr. Director of Product Marketing
Adaptive Planning

Not For Distribution – Private and Confi...
Why Better Decisions
3 Keys to Better Business Decisions
Product Demonstration

Not For Distribution – Private and Confide...
Why Better Decisions

Not For Distribution – Private and Confidential to Adaptive Planning and Client

4
Leaders Want Business Analytics

#

PRIORITY
Survey CFO and CIO Priorities, 2013

Not For Distribution – Private and Confi...
It’s About Better Decision Making

Not For Distribution – Private and Confidential to Adaptive Planning and Client

6
It’s About Better Decision Making

Not For Distribution – Private and Confidential to Adaptive Planning and Client

7
What’s On The List

Not For Distribution – Private and Confidential to Adaptive Planning and Client

8
Where it Happens Today

Not For Distribution – Private and Confidential to Adaptive Planning and Client

9
The 3 Keys to Better
Business Decisions

Not For Distribution – Private and Confidential to Adaptive Planning and Client

...
#1: Make it Visual

Not For Distribution – Private and Confidential to Adaptive Planning and Client

11
The Drivers for Visualization

Not For Distribution – Private and Confidential to Adaptive Planning and Client

Source: TD...
Visualization Tools Impact Decisions

“

Managers with visual data discovery tools are 10% more
likely to be able to acces...
Complete Flexibility to Monitor, Measure
and Collaborate
• Complete set of
visualizations

• Scorecards
• Gauges
• Scatter...
#2: Empower

Not For Distribution – Private and Confidential to Adaptive Planning and Client

15
Self-Service = Empowerment

Self-service business intelligence consists of the facilities
within the BI environment that e...
Understanding Your Users
Information Consumers
BI/DW
feature

Task
workers

Executives &
managers

Information Producers
P...
No More Static Dashboards

 Time intelligence

 Drill down on any metric
by relevant dimensions
• Locations

• Products
...
Instantaneous Modeling
 What-if analysis
on the fly
 Rolls up for full
impact analysis at
summary level
 Ideal for quic...
Empower, But Drive Performance
• High performance
cloud data store
• In-memory query-time
aggregation
• Instantaneous
quer...
#3: Simplify

Not For Distribution – Private and Confidential to Adaptive Planning and Client

21
Make BI Tools Easy to Use


Improves the productivity of BI/DW builders and information
producers



Enables self-servic...
Ease of Use for Personalization
• Drag and drop
metrics to
personalize
dashboards
- no IT
required
• Easily organize
metri...
One Place for Everything.
Analytics + Reporting. Unified.
Eliminates traditional need for
multiple tools for analysis and
...
#4 (Bonus Round):
Analytics On the Go

Not For Distribution – Private and Confidential to Adaptive Planning and Client

25
Free Mobile App on Apple App Store

Not For Distribution – Private and Confidential to Adaptive Planning and Client

26
Democratizing Better Decision Making
Four Key Objectives
Make BI tools
easy to use

Make it easy
to access
data

DIY BI

M...
Revolutionizing Business Management with a
Complete, Integrated CPM & BI Product Suite

ADAPTIVE DISCOVERY


Visualizatio...
Demonstration

Not For Distribution – Private and Confidential to Adaptive Planning and Client

29
Not For Distribution – Private and Confidential to Adaptive Planning and Client

30
$170BN+ in Assets  450+ Employees  9 Subsidiaries

Not For Distribution – Private and Confidential to Adaptive Planning ...
Challenges Faced


Reporting was based in Excel



Different sources of information
– Number of employees, assets,
funds...
Results

!



Time to Display
Reduced from 10+ days after month-end to 3 days after month-end



Elimination of Excel-ba...
The Big Deal

Better visibility triggered an initiative to
renegotiate broker fee structure

Not For Distribution – Privat...
70% Reduction in Time to Insight

“

NorthStar Financial Services
manages over $170BN in assets,
across 9 subsidiaries. Wi...
$3BN+ Fleet  2500 Employees  25+ Locations

Not For Distribution – Private and Confidential to Adaptive Planning and Cli...
Challenges Faced


Static reports and spreadsheets
wouldn’t cut it anymore
– Analytics had to be available
across every l...
Results

“



Elasticity
Analytics across 25+ locations
– Offices and mining locations



Mobility
Instantaneous analyti...
The Big Deal

Identified trucking performance issue,
paid for itself first week

Not For Distribution – Private and Confid...
Additional information


Visit our website
– More information about Adaptive Discovery
http://www.adaptiveplanning.com/pr...
Q&A

Not For Distribution – Private and Confidential to Adaptive Planning and Client

41
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3 Keys to Making Better Business Decisions

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Paul Turner, Sr. Director of Product Marketing for Adaptive Planning, details three keys to help executives make better business decisions: Visual Analytics, Self-Service CPM, and Simple BI Solutions that empower business users with easy access to the information they need. Business leaders with the simplest, most intuitive access to financial and operational KPIs are the ones that will be able to make the quickest, most informed business decisions.

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3 Keys to Making Better Business Decisions

  1. 1. The Global Leader in Cloud CPM & BI 3 Key Ways To Help You Make Better Business Decisions September 26, 2013 Not For Distribution – Private and Confidential to Adaptive Planning and Client 1
  2. 2. Today’s Speaker Paul Turner Sr. Director of Product Marketing Adaptive Planning Not For Distribution – Private and Confidential to Adaptive Planning and Client 2
  3. 3. Why Better Decisions 3 Keys to Better Business Decisions Product Demonstration Not For Distribution – Private and Confidential to Adaptive Planning and Client 3
  4. 4. Why Better Decisions Not For Distribution – Private and Confidential to Adaptive Planning and Client 4
  5. 5. Leaders Want Business Analytics # PRIORITY Survey CFO and CIO Priorities, 2013 Not For Distribution – Private and Confidential to Adaptive Planning and Client 5
  6. 6. It’s About Better Decision Making Not For Distribution – Private and Confidential to Adaptive Planning and Client 6
  7. 7. It’s About Better Decision Making Not For Distribution – Private and Confidential to Adaptive Planning and Client 7
  8. 8. What’s On The List Not For Distribution – Private and Confidential to Adaptive Planning and Client 8
  9. 9. Where it Happens Today Not For Distribution – Private and Confidential to Adaptive Planning and Client 9
  10. 10. The 3 Keys to Better Business Decisions Not For Distribution – Private and Confidential to Adaptive Planning and Client 10
  11. 11. #1: Make it Visual Not For Distribution – Private and Confidential to Adaptive Planning and Client 11
  12. 12. The Drivers for Visualization Not For Distribution – Private and Confidential to Adaptive Planning and Client Source: TDWI 12
  13. 13. Visualization Tools Impact Decisions “ Managers with visual data discovery tools are 10% more likely to be able to access the information they need in the time required to impact decision-making. “ Picture This: Self-Service BI Through Data Discovery and Visualization Aberdeen Group Not For Distribution – Private and Confidential to Adaptive Planning and Client 13
  14. 14. Complete Flexibility to Monitor, Measure and Collaborate • Complete set of visualizations • Scorecards • Gauges • Scatter • Radar • Histograms • Trends • Zones • Email alerts Not For Distribution – Private and Confidential to Adaptive Planning and Client 14
  15. 15. #2: Empower Not For Distribution – Private and Confidential to Adaptive Planning and Client 15
  16. 16. Self-Service = Empowerment Self-service business intelligence consists of the facilities within the BI environment that enable BI users to become more self-reliant and less dependent on the IT organization* Self-service BI ≠ BI self sufficiency Not For Distribution – Private and Confidential to Adaptive Planning and Client 16 16
  17. 17. Understanding Your Users Information Consumers BI/DW feature Task workers Executives & managers Information Producers Power users & business analysts Data scientists IT BI/DW builders Data mining & analytic modeling Consume Produce Consume Produce Customizable models/functions Consume Produce Consume Produce Advanced visualization Produce Consume Produce Consume Produce Mobile BI Consume Consume Produce Produce Enterprise data warehouse Consume Consume Produce Data mart/cube Data sandbox Produce Consume Produce Consume Produce Produce Consume Produce Consume Produce Investigative data store Virtual data views Consume Source: TDWI Not For Distribution – Private and Confidential to Adaptive Planning and Client 17
  18. 18. No More Static Dashboards  Time intelligence  Drill down on any metric by relevant dimensions • Locations • Products • Channels • Geographies • And more Not For Distribution – Private and Confidential to Adaptive Planning and Client 18
  19. 19. Instantaneous Modeling  What-if analysis on the fly  Rolls up for full impact analysis at summary level  Ideal for quick and easy modeling in Finance or operations Not For Distribution – Private and Confidential to Adaptive Planning and Client 19
  20. 20. Empower, But Drive Performance • High performance cloud data store • In-memory query-time aggregation • Instantaneous query response • SQL, Flat File, Web Services, Salesforce, NetSuite, Adaptive, and more In-memory cache, relational persistence • Scheduled or on demand Not For Distribution – Private and Confidential to Adaptive Planning and Client 20
  21. 21. #3: Simplify Not For Distribution – Private and Confidential to Adaptive Planning and Client 21
  22. 22. Make BI Tools Easy to Use  Improves the productivity of BI/DW builders and information producers  Enables self-service BI by allowing motivated information consumers to become information producers  Self-Service BI Requirements: – Make it easy to report on and analyze data – Support more sophisticated analyses – Make results easy to publish in the required format Source: TDWI Not For Distribution – Private and Confidential to Adaptive Planning and Client 22
  23. 23. Ease of Use for Personalization • Drag and drop metrics to personalize dashboards - no IT required • Easily organize metrics • Choose visualizations on the fly Not For Distribution – Private and Confidential to Adaptive Planning and Client 23
  24. 24. One Place for Everything. Analytics + Reporting. Unified. Eliminates traditional need for multiple tools for analysis and reporting New, flexible formatted reporting output that combines: • Charts • Text • Grids • Formatted headers Not For Distribution – Private and Confidential to Adaptive Planning and Client 24
  25. 25. #4 (Bonus Round): Analytics On the Go Not For Distribution – Private and Confidential to Adaptive Planning and Client 25
  26. 26. Free Mobile App on Apple App Store Not For Distribution – Private and Confidential to Adaptive Planning and Client 26
  27. 27. Democratizing Better Decision Making Four Key Objectives Make BI tools easy to use Make it easy to access data DIY BI Make BI results easy to consume & enhance Make solutions fast to deploy & easy to manage Source: TDWI Not For Distribution – Private and Confidential to Adaptive Planning and Client 27
  28. 28. Revolutionizing Business Management with a Complete, Integrated CPM & BI Product Suite ADAPTIVE DISCOVERY  Visualization  Dashboards  KPIs  Self-Service  Alerts  Financial and Operational INTUITIVE User Experience ADAPTIVE PLATFORM MODELING | COLLABORATION | ANALYTICS Not For Distribution – Private and Confidential to Adaptive Planning and Client 28
  29. 29. Demonstration Not For Distribution – Private and Confidential to Adaptive Planning and Client 29
  30. 30. Not For Distribution – Private and Confidential to Adaptive Planning and Client 30
  31. 31. $170BN+ in Assets  450+ Employees  9 Subsidiaries Not For Distribution – Private and Confidential to Adaptive Planning and Client 31
  32. 32. Challenges Faced  Reporting was based in Excel  Different sources of information – Number of employees, assets, funds service, account – Lots of copying and pasting  Took time to get in the hands of users  Time to roll up and make sure it's correct Not For Distribution – Private and Confidential to Adaptive Planning and Client 32
  33. 33. Results !  Time to Display Reduced from 10+ days after month-end to 3 days after month-end  Elimination of Excel-based Reports Replaced Excel reports that took days to produce  Mobile Access Easily access dashboards from mobile devices  Time to Action Early KPI visibility allows for agile planning for higher cost initiatives  Self-Service Finance can design & deliver on all dashboard needs Not For Distribution – Private and Confidential to Adaptive Planning and Client 33
  34. 34. The Big Deal Better visibility triggered an initiative to renegotiate broker fee structure Not For Distribution – Private and Confidential to Adaptive Planning and Client 34
  35. 35. 70% Reduction in Time to Insight “ NorthStar Financial Services manages over $170BN in assets, across 9 subsidiaries. With Adaptive Discovery, we’ve already reduced our time to see key metrics by over 70%, and more timely insightful data visualization is enabling us to drive more agile planning. Not For Distribution – Private and Confidential to Adaptive Planning and Client ” 35
  36. 36. $3BN+ Fleet  2500 Employees  25+ Locations Not For Distribution – Private and Confidential to Adaptive Planning and Client 36
  37. 37. Challenges Faced  Static reports and spreadsheets wouldn’t cut it anymore – Analytics had to be available across every location – In the hands of workers in offices to mining locations  Needed near instantaneous queries across vast amounts of business data Not For Distribution – Private and Confidential to Adaptive Planning and Client 37
  38. 38. Results “  Elasticity Analytics across 25+ locations – Offices and mining locations  Mobility Instantaneous analytics via iPhone  Speed Near speed of thought query times across millions of rows  Reduction in IT resources No more need for IT to care and feed analytics Not For Distribution – Private and Confidential to Adaptive Planning and Client An executive can pull their phone out in a client meeting and give realtime answers to questions. Its capacity to conduct millions of calculations, obtain trends and display the information as KPIs that are contextual and timely is a powerful advantage. ” - Ben Willey, Thiess 38
  39. 39. The Big Deal Identified trucking performance issue, paid for itself first week Not For Distribution – Private and Confidential to Adaptive Planning and Client 39
  40. 40. Additional information  Visit our website – More information about Adaptive Discovery http://www.adaptiveplanning.com/products/visual-analytics/ – Free trial: http://www.adaptiveplanning.com/enterprise_trial/  Contact us directly – Paul Turner, Sr. Director of Product Marketing • pturner@adaptiveplanning.com – Linda Hull, Sr. Solution Specialist • lhull@adaptiveplanning.com Not For Distribution – Private and Confidential to Adaptive Planning and Client 40
  41. 41. Q&A Not For Distribution – Private and Confidential to Adaptive Planning and Client 41
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