Meet the new champ: Why HR managers go wild for QlikView 9 people intelligence software.Presented By: TopLine StrategiesJune 25, 2009

Introductions & AgendaPresentersBill Jentarra – EVP, IT Managed Services, TopLine StrategiesMichael Grollman – CTO, TopLine StrategiesAgendaWebinar ObjectivesHR and Business Intelligence (BI)Introduction to QlikView / QlikTechSolution DemonstrationClient Success StoriesQ&A

Bill Jentarra – EVP, IT Managed Services, TopLine Strategies

Michael Grollman – CTO, TopLine Strategies

Webinar Objectives

HR and Business Intelligence (BI)

Introduction to QlikView / QlikTech

Solution Demonstration

Client Success Stories

Q&A

HR Objectives & BI IntersectionAcquire talentDeploy staffSegment talentRetain & develop top talentAlign payroll and incentives with corporate goalsMonitor key metrics such as turnover, demographics, cost per employee, recruiting, and training effectivenessAnalyze opportunities for improvement in areas such as recruitment, attrition, and retentionMinimize the administrative burden of manual processes involved with spreadsheets

Acquire talent

Deploy staff

Segment talent

Retain & develop top talent

Align payroll and incentives with corporate goals

Monitor key metrics such as turnover, demographics, cost per employee, recruiting, and training effectiveness

Analyze opportunities for improvement in areas such as recruitment, attrition, and retention

Minimize the administrative burden of manual processes involved with spreadsheets

QlikView? Why Should We Care?Overview

QlikView for Business AnswersSimple, designed for every user2Any-SizeDeployments10,000XEnterprise50XServer2XLocal1XPersonalLaptopOn-PremiseMobileCloudAnalytics for Anyone and Everyone — Simple to use and learn. Designed for every user (business and technical).Instant Business Answers — Explore all of your data without limits. Never wait for a static report again.Rapid Time to Value — Measured in days and weeks.Any size deployment — Meets every business need from a single user to the largest global enterprises.Any kind of deployment — Premise, cloud, mobile (iPhone), and laptop.Enterprise-proven, IT-friendly — Successfully delivering business answers in over 1,000 enterprise accounts.DeployAnywhere

QlikView 9 Closes the Gap BetweenSpreadsheets and Traditional BIHighAnalytic CapabilitiesPower UserLowLowHighBusiness UserSpeed/Productivity/Time to Value

Easy on the eyes

QlikView 9 is Well-Suited for the Economic DownturnQlikView 9Traditional BI Software Fast deployments - days to weeksLong deployments – months to yearsExtensive professional servicesMinimal professional services High costLow costBusiness User-driven (“Business Answers”)IT-driven

Adds Value Throughout the Business, Including HRSales, Distribution, & Financial AdvisorsSales & Revenue AnalysisCustomer TargetingWealth Management AnalysisSales Performance AnalysisOnline Channel ApplicationsExecutive ManagementExecutive DashboardsBalanced ScorecardsPredictive / What-If AnalysisProduct PerformancePerformance, Margins, CommissionsHuman Resources Workforce analysisRecruitment cost analysisEmployee turnover metricsBudget controlSalary MonitoringLending, Payments & TransactionsTransaction Activity AnalysisDeposits & WithdrawalsPayments & CollectionsMortgage and Loan ProductionAML / Fraud InvestigationAsset ManagementPortfolio Management & AnalysisInvestment Performance & ProfitabilityInvestment ResearchScenario / What-if AnalysisAUM Analysis / NAV InterpolationRisk Management & ComplianceRisk & Exposure AnalysisCredit, Market, Portfolio, OperationalCross-Product and Counterparty RiskCompliance – Traded Products, Basel II, KYC, AML, USA Patriot Act, TCFOperations, IT, & Back OfficeFinancial & Management ReportingP&L Analysis by LOB Fund Accounting / GLBusiness Process EfficiencyIT Systems & SLA ManagementDashboardMarketing & Product ManagementCustomer Cross-sell and Up-sellCustomer Profitability & SegmentationProduct Performance AnalysisMarketing Campaign AnalysisWeb AnalyticsAnalysisReporting

Sales & Revenue Analysis

Customer Targeting

Wealth Management Analysis

Sales Performance Analysis

Online Channel Applications

Executive Dashboards

Balanced Scorecards

Predictive / What-If Analysis

Product Performance

Performance, Margins, Commissions

Workforce analysis

Recruitment cost analysis

Employee turnover metrics

Budget control

Salary Monitoring

Transaction Activity Analysis

Deposits & Withdrawals

Payments & Collections

Mortgage and Loan Production

AML / Fraud Investigation

Portfolio Management & Analysis

Investment Performance & Profitability

Investment Research

Scenario / What-if Analysis

AUM Analysis / NAV Interpolation

Risk & Exposure Analysis

Credit, Market, Portfolio, Operational

Cross-Product and Counterparty Risk

Compliance – Traded Products, Basel II, KYC, AML, USA Patriot Act, TCF

Financial & Management Reporting

P&L Analysis by LOB

Fund Accounting / GL

Business Process Efficiency

IT Systems & SLA Management

Customer Cross-sell and Up-sell

Customer Profitability & Segmentation

Product Performance Analysis

Marketing Campaign Analysis

Web Analytics

Customers telling the story… Colonial Insurance, Steve Stroupe

QlikView, huh?Why QlikView is the new BI Champ in so many places”QlikTech customers have consistentlyreported high praise and satisfaction with the company and its products, and are most likely to have achieved value from the purchase of the software for performance management projects. The software interface is known for its intuitiveness and this means that end-users are likely to adapt to its use quickly.” 1 “Aberdeen is unique in that they ask CUSTOMERS for feedback on vendors. Customer’s raved about QlikView and the value that we created for them. In today’s economy, this is tremendous validation of our focus on fast value creation for customers.” Anthony Deighton, SVP Marketing, QlikTech2009 Aberdeen AXIS(TM) for BI/Performance Management1Aberdeen AXIS Report for Business Intelligence/Performance Management, January 29, 2009

Acknowledged Leadership By User Community9,740 customers Adoption in 90 countries438,000 usersAdding 14.2 new customers every dayFanatical Customer Adoption“I’m not just a satisfied QlikView user, I’m a raving fan. With QlikView, you can easily integrate data from multiple systems and gain insight to an amazing amount of data – without having to deal with complex BI methodologies or investing in complex data cubes. It really gives you a fresh chance to see the real art of the possible.” - Steve Hunt, CIO, SI International“Our staff really makes use of QlikView. A controller at one of our units told me that if we were to stop using our QlikView applications he would start walking around with protest placards. That is the best recommendation you can get.” - Karl-Erik Ångbäck, System Developer, EuroMaint

9,740 customers

Adoption in 90 countries

438,000 users

Adding 14.2 new customers every day

“I’m not just a satisfied QlikView user, I’m a raving fan. With QlikView, you can easily integrate data from multiple systems and gain insight to an amazing amount of data – without having to deal with complex BI methodologies or investing in complex data cubes. It really gives you a fresh chance to see the real art of the possible.” - Steve Hunt, CIO, SI International

“Our staff really makes use of QlikView. A controller at one of our units told me that if we were to stop using our QlikView applications he would start walking around with protest placards. That is the best recommendation you can get.”

Delivering High Performance for Many FirmsCross Industry Cross Industry 15 – 20 TB of data or 2 billion records analyzed on doctors, patients and diagnoses24,600 users at Laredo (USA) Independent School District200 GB of data or 140 million records analyzed on claims data with compression to 500MB11,000+ users at 3M56 million transactions analyzed with compression of 90%11,000+ users at Pfizer 12 million patients with interaction records analyzed11,000+ users at Sanofi-Aventis5.5 million records integrated, cleansed and analyzed5 million records pulled from multiple data sources10,000+ users at AMS (Sweden)5 million records pulled from multiple data sources4,500+ users at Bristol-Myers Squibb

Allows unrestricted, ad-hoc analysis of up-to-date staff portfolios to assess exposures, uncover hidden concentrations, and drill down to the record level details on people as needed, with security.Applicable Business AreasHuman ResourceTraining & DevelopmentVP/HRHRBM SystemsDataBilling & Client Management DataTypical Challenges & Business QuestionsDo our recruitment programs attract our future managers?Which employees are ready for management positions?What will our staffing needs be five years down the road? Who are the most productive employees in the company?Which employees are at risk of leaving? Do we have the right skills mix to achieve our goals?HR StaffPayroll SystemsLine ManagersBenefitsSystemsQlikView Value PropositionTrends analysisWorkforce analysisRecruitment cost analysisEmployee turnoverBudget controlSalary MonitoringExecutives AndControllersAdditional Data(as needed)Solution Area – Human Resources

Human Resource

Training & Development

Do our recruitment programs attract our future managers?

Which employees are ready for management positions?

What will our staffing needs be five years down the road?

Who are the most productive employees in the company?

Which employees are at risk of leaving?

Do we have the right skills mix to achieve our goals?

Trends analysis

Workforce analysis

Recruitment cost analysis

Employee turnover

Budget control

Salary Monitoring

HR Solution DemonstrationSolution Demonstration

Customer StoriesCustomer Stories, Case Studies

“We needed a tool that allowed 3M some agility from its static control panels in its traditional BI tool. 3M needed to not only pull data from many different data sources including the data warehouse, but also provide a level of flexibility in analysis required by the numerous Six Sigma projects that define the company.”Jesus Pear Trees, IT eBusiness & Consulting Services3MChallengesCurrent BI tools were limited in their flexibility to handle the demands of Six Sigma projects and Product Margin AnalysisInability to be responsive to the business given the complexity of the BO platform and insufficient IT resourcesSolutionDeployed QlikView to more than 11,000 users across most functions worldwide:Sales Analysis: Measure POS data and analyze product margins (i.e., waterfall) across products, regions, currencies, customersSupply Chain Analysis: Assess optimal inventory levels for products through its supply chain to its distribution networkIT Analysis: Measure and audit compliance of IT systems by personnelSix Sigma Analysis: Track and measure performance across 500 projects by type, countries, # of belts, and savings. Allow project teams to easily analyze core data and have the flexibility to adjust parameters quickly and easily to identify potential areas for improvementsImplementation in hours for Six Sigma project applicationsLeveraged QlikView Server (64-bit) and Publisher to aggregate data from the data warehouse, local databases, and ExcelEstablished two global BI platforms – QlikView for analysis and BO (Crystal) for reporting only. Comment by user – ‘“If BO could have 10% of QlikView’s functionality, they’d be ecstatic.”About 3MDiversified technology company with a worldwide presence in the following markets: consumer and office; display and graphics; electro and communications; health care; industrial and transportation; and safety, security and protection servicesHeadquartered in St. Paul, MinnesotaAchieved $22.9 billion in revenue with 69,000 employeesIndustry: High Tech, Industrial Machinery, Medical Devices, and Mill ProductsBenefits75% reduction in time required for information analysisGained visibility into performance of Six Sigma projects, while also improving the effectiveness and capabilities of the project teamsImproved inventory levels to more closely align to actual salesQlikView Customer Snapshot – 3M

Current BI tools were limited in their flexibility to handle the demands of Six Sigma projects and Product Margin Analysis

Inability to be responsive to the business given the complexity of the BO platform and insufficient IT resources

Deployed QlikView to more than 11,000 users across most functions worldwide:

Implementation in hours for Six Sigma project applications

Leveraged QlikView Server (64-bit) and Publisher to aggregate data from the data warehouse, local databases, and Excel

Established two global BI platforms – QlikView for analysis and BO (Crystal) for reporting only. Comment by user – ‘“If BO could have 10% of QlikView’s functionality, they’d be ecstatic.”

Diversified technology company with a worldwide presence in the following markets: consumer and office; display and graphics; electro and communications; health care; industrial and transportation; and safety, security and protection services

Headquartered in St. Paul, Minnesota

Achieved $22.9 billion in revenue with 69,000 employees

Industry: High Tech, Industrial Machinery, Medical Devices, and Mill Products

75% reduction in time required for information analysis

Gained visibility into performance of Six Sigma projects, while also improving the effectiveness and capabilities of the project teams

Improved inventory levels to more closely align to actual sales

QlikView Customer Snapshot – Gwent Police“The use of QlikView will enable us to assess the performance of police officers and staff at all levels of the organization in detail, which with previous systems in place within the Force has not been possible. In addition, it will enable us to more clearly identify the availability of appropriately trained staff and highlight where there are shortages.” John Stafford, CIOGwent PoliceChallengesMeasure staff performance and efficiently allocate resourcesInability of existing performance management system to provide the information and analysis needed by stakeholdersSolutionDeployed QlikView to ~ 2,500 employees in the force across the human resources function in the United Kingdom:Performance Analysis: Monitors staff performance and provides data essential for staff reviews such as individual performance, comparisons to aggregate data, and case historyTraining and Development Analysis: Analyze data to identify training needs and development areas for individuals and across the forceResource Management Analysis: Measures staffing against activity by station and ward level as well as criminal offense categories to identify trends and take action by allocating more resources by region or crime Rapid implementation in weeks with SunGard Public SectorSelected as the best fit and the most cost effective solutionLeveraged QlikView Server (64-bit) to aggregate data from SunGard Public Sector applicationsAbout Gwent PoliceEnsuring the public safety of more than 500,000 citizens covering an area of 600 square miles in the United Kingdom bounded by Abergavenny in the North, Newport in the South, Chepstow in the East and Caerphilly in the WestHeadquartered in Croesyceiliog in Cwmbran, United KingdomManaging ~ € 150 million in budget in 2008 with more than 2,500 employees in total and 1,500 police officersIndustry: GovernmentBenefitsImproved monitoring of staff performance at all levelsImproved performance development review (PDR) reporting as future objectives can be set as a result of analyzing current performance dataImproved training needs analysisImproved quality of service to victims of crime, which can help ensure the public has confidence in the forceReduced the time required to collate statistical information by automating the production of management information

Measure staff performance and efficiently allocate resources

Inability of existing performance management system to provide the information and analysis needed by stakeholders

Deployed QlikView to ~ 2,500 employees in the force across the human resources function in the United Kingdom:

Rapid implementation in weeks with SunGard Public Sector

Selected as the best fit and the most cost effective solution

Leveraged QlikView Server (64-bit) to aggregate data from SunGard Public Sector applications

Ensuring the public safety of more than 500,000 citizens covering an area of 600 square miles in the United Kingdom bounded by Abergavenny in the North, Newport in the South, Chepstow in the East and Caerphilly in the West

Headquartered in Croesyceiliog in Cwmbran, United Kingdom

Managing ~ € 150 million in budget in 2008 with more than 2,500 employees in total and 1,500 police officers

Industry: Government

Improved monitoring of staff performance at all levels

Improved performance development review (PDR) reporting as future objectives can be set as a result of analyzing current performance data

Improved training needs analysis

Improved quality of service to victims of crime, which can help ensure the public has confidence in the force

Reduced the time required to collate statistical information by automating the production of management information

“We didn’t anticipate the scope of efficiency gains possible with QlikView. It revolutionized our ability to manage data throughout our supply chain. We continue to find new ways to integrate, view and use data that are much better than what we were doing before.”Michael Mastroianni, Vice President, North American Planning, Reliability and OperationsCampbell Soup CompanyChallengesAlign demand forecasting and supply chain planning with a more dynamic model to manage an increase in new productsImprove inventory management to accommodate significant increases in new products and SKUsReinforce corporate transformation strategySolutionDeployed QlikView to ~ 50 users across 3 functions in NA:Sales Analysis: Standardize sales forecasting reports for sales and operations meetings and forecast error analysis during brand meetingsSupply Chain Analysis: Monitor daily demand signals; compare differences between current and prior monthly inventory forecasts; assess the financial implications of supply chain decisions; better align logistics and manage transportation capacity with forecasted salesOperational & Staff Analysis: Track manufacturing plants ability to meet scheduled production commitments; model hypothetical risk scenarios and assess the long range production implications using different staff modelsLeveraged QlikView Server to access and analyze massive data sets encompassing 4,500 SKUs that was ‘trapped’ in the supply chain management system and ExcelAbout Campbell Soup CompanyGlobal manufacturer and marketer of high quality simple meals, including soup, baked snacks, vegetable-based beverages, and premium chocolate products Headquartered in Camden, New Jersey Achieved $5.2 billion in revenue with 17,000 employees in NAIndustry: Consumer Products BenefitsMore than 50% improvement in inventory forecasting accuracy Gained ability to quickly adapt to day-to-day changes in demand and order flows in a demand driven supply networkImproved inventory and cost control in ensuring the right product mix is available to customers at the right timeReduced transportation and workforce costsQlikView Customer Snapshot – Campbell Soup

Align demand forecasting and supply chain planning with a more dynamic model to manage an increase in new products

Improve inventory management to accommodate significant increases in new products and SKUs

Reinforce corporate transformation strategy

Deployed QlikView to ~ 50 users across 3 functions in NA:

Leveraged QlikView Server to access and analyze massive data sets encompassing 4,500 SKUs that was ‘trapped’ in the supply chain management system and Excel

Global manufacturer and marketer of high quality simple meals, including soup, baked snacks, vegetable-based beverages, and premium chocolate products

Headquartered in Camden, New Jersey

Achieved $5.2 billion in revenue with 17,000 employees in NA

Industry: Consumer Products

More than 50% improvement in inventory forecasting accuracy

Gained ability to quickly adapt to day-to-day changes in demand and order flows in a demand driven supply network

Improved inventory and cost control in ensuring the right product mix is available to customers at the right time

Reduced transportation and workforce costs

Wrap-up

DiscussionFollow-Up & Additional InformationSummary email Learning more about QlikView’s capabilitiesDetailed demonstrationSoftware trialSeeing is Believing (SiB)Contact UsTopLine Strategies – www.toplinestrategies.comBill Jentarra – bjentarra@toplinestrategies.comMichael Grollman – mgrollman@toplinestrategies.comThe Joy of SimplicityConclusion & Next Steps

Discussion

Follow-Up & Additional Information

Summary email

Learning more about QlikView’s capabilities

Detailed demonstration

Software trial

Seeing is Believing (SiB)

Contact Us

TopLine Strategies – www.toplinestrategies.com

Bill Jentarra – bjentarra@toplinestrategies.com

Michael Grollman – mgrollman@toplinestrategies.com

Whom to Call