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Reporting and Analytics Made Simple
• Employee Self-Service Reporting
• Dashboards & KPIs
• Multiple Data Source Aggregation
• Single Version of the Truth
"The older I get the less I listen to what
people say and the more I look at what they
         do."— Andrew Carnegie
About iQ for Business
            2001 iQ4bis becomes the main brand
Company     Headquarters: San Diego, California
            Global: New Zealand, Australia, Europe & Asia


            300+ Customers
Customers   150+ North America
            Key Industries Served
            Manufacturing, Distribution, Retail, Food & Beverage,
            FOCUS: Companies who lack “IT Bandwidth”
Business Intelligence, Simplified
What Does Management Want?
1.   What’s happening?
2.   Why is it happening?
3.   How do I prevent it from happening?
4.   What should be happening?
CEO Numbers
       1. Sales pipeline
       2. Market share
       3. Revenue growth
       4. Forecast
       5. Cash flow and
          EBITDA
       6. Customer
          satisfaction
CFO Numbers

    1.   Cash on Hand
    2.   Return on Capital
    3.   Cost of Goods Sold
    4.   SG&A
    5.   Budget Variance
    6.   Gross Margin
VP Marketing Numbers

1. Cost of customer
   acquisition
2. Media response rate
3. Unique Web visitors
4. Customer Lifetime Value
5. Customer segmentation
6. Marketing spend and
   budget
Operational Numbers
• Warehouse Analysis   • Delivery Metrics
  – Total Expense        –   Routes
                         –   Stops
  – Labor Expense
                         –   Shipped Cases
  – Overtime Expense     –   Miles Driven
  – Temporary Help
• Man-Hour-Day
• Man-Hour-Night
Inventory Metrics
•   Inventory Dollars   • By…
•   Inventory Cases       – Warehouse
                          – Area
•   12 Month Turns -$
                          – Delivery
•   12 Month Cases
•   Stock on Hand
The Problem -“The Birds Nest”
                                              Spreadsheets

   Shared                                                      Supplier
                                      Forms
   Drives                                                      Feeds
                                               Personal
                ECAD                           Files
                MCAD                                                          Employees
                          Doc Vault
Software

                                                                              Suppliers
 Documents                                WMi
 Procedures

                            Spreadsheet                Invoices
                                                                              Customers
  CRM



                 Budget

    Contracts
                                          Dynamics                              POS
                                                             Legacy Systems
Our Value Proposition:
                      We provide the tool that conveniently unifies
                      all the business intelligence, analytic, and data
                      aggregation requirements within a company
                                Executive           • Strategy/Vision/Mission            Executive
                               Management           • KPI’s. KRI’s                       Dashboard
Information requirements




                           Operational Decision • Business Processes




                                                                                                          Information Supply
                                 Makers         • PI’s Ri’s
                                                                                       Grids and Graphs

                           Analysts, Controllers, • Reports and Analytics               Slice and Dice/
                            Report Developers • Create Information                          Drilling
                                  ETL
                                               • Data Gathering/Management
                           Developers, Databas • Accessibility and Usability of data   Data Aggregation
                              e specialists
                                                    • IT infrastructure
                              IT Professionals      • Data storage
                                                                                       Data Structures
How’s it work?
Microsoft BI Suite
                                 DELIVERY

                Search, Collaboration, Content Management
                             SharePoint Server
                                                                                  FINISH
                          SharePoint Server
        Reports Dashboards Workbook Analytic
                             Excel                  Scorecards   Plans
                                       Views

      END USER TOOLS & PERFORMANCE MANAGEMENT APPS




                                                                                   3 -6 MONTHS
                              BI PLATFORM
              SQL Server                            SQL Server
           Reporting Services                     Analysis Services
                                SQL Server DBMS

                        SQL Server Integration Services


                                                                                  START
DAX             Excel                 CRM              Budget            Legacy
iQ for Business BI Suite
                                 DELIVERY

                 Search, Collaboration, Content Management
                              SharePoint Server


      Reports
                           SharePoint Analysis
                Dashboards Workbook Server
                             Excel                      Scorecards     Plans
                                                                                        FINISH
                                       Views

  END USER TOOLS & PERFORMANCE MANAGEMENT APPS



                           iQ4bis DataServer




                                                                                         2-3 Weeks
                     Vertical-Specific Analysis Solutions
                          Horizontal Analysis Solutions
       Revenue             Finance           Inventory          Purchasing

                             Built-in Best Practices
        Star Schema Creation                           Cube Creation
                           Extract, Transform, Load



DAX               Excel                CRM                Budget               Legacy   START
Executive Dashboards




Scorecards grade performance via standardized
 metrics like on time percentages, fill rates, etc.
Scorecards
Advanced Visualizations
Deliver It through Email
Enough talking, let’s see it.
Get Trained
Is iQ right for my company?
•   <$20M / 50 employees
                     •   Dynamics ERP
                     •   Document Imaging Solution
                     •   Excel / Access
                     •   Problem: Disparate systems
                     •   Sales & Financial Analysis
Hugh Neuharth, CFO
                     •   “I have the same problem
                         as the big guys… but not
                         the same resources.”
KVS Transportation
                             • $75M / 400 employees
                             • Several data bases
                             • Problem: Route Analysis




"I have everything I need a click of a button. I have
             ZERO paper on my desk.“
               -Anne Fonseca, CFO
• $2.8B / 3,500 Employees
                                  • 12 ERPs
                                  • Problem:
                                    Sales, Finance, Inventory,
                                     EDI (Customer Stock
                                    Levels), Procurement, IT
                                    Auditing Systems Logs
Darshan Singh, Sr. Applications
       905-264-0701               • iQ reduces the amount of
                                    work on the IT
                                    department significantly!!
Where Should We Start?

                                                 Productivity

                                           Utilization
                                    Purchasing
Complexity




                               Inventory

                            CRM

                   Financial (GL)

               Sales/Revenue



                  Variability (Company to Company)
Summary
•   No Risk – Standard Microsoft Technology
•   End-to-End BI Solution
•   ERP Accelerators – live in weeks!
•   Reports, Dashboards and Alerts
•   Simplify SharePoint Development
•   “Future Proof” – Any data source
•   Lowest Total Cost of Ownership
Why iQ for Business? It’s Simple!

1. Simple to Evaluate
    Try it with your own data.
2. Simple pricing model.
    Pricing to fit any budget.
3. Simple to implement
    Fully trained and live in weeks.
4. Simple to use
    “Even MY users can use it!” – CFO Harken Yachts
Jody Giles – Under Armour (SAP)
    Gartner CIO of the Year


    "I am very vocal in my endorsement of iQ. The interface
                  is the key to it's success.

        “It is the standard by which all other Business
              Intelligence tools should be judged!”

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Axug

  • 1. Reporting and Analytics Made Simple • Employee Self-Service Reporting • Dashboards & KPIs • Multiple Data Source Aggregation • Single Version of the Truth
  • 2. "The older I get the less I listen to what people say and the more I look at what they do."— Andrew Carnegie
  • 3. About iQ for Business 2001 iQ4bis becomes the main brand Company Headquarters: San Diego, California Global: New Zealand, Australia, Europe & Asia 300+ Customers Customers 150+ North America Key Industries Served Manufacturing, Distribution, Retail, Food & Beverage, FOCUS: Companies who lack “IT Bandwidth”
  • 5. What Does Management Want? 1. What’s happening? 2. Why is it happening? 3. How do I prevent it from happening? 4. What should be happening?
  • 6. CEO Numbers 1. Sales pipeline 2. Market share 3. Revenue growth 4. Forecast 5. Cash flow and EBITDA 6. Customer satisfaction
  • 7. CFO Numbers 1. Cash on Hand 2. Return on Capital 3. Cost of Goods Sold 4. SG&A 5. Budget Variance 6. Gross Margin
  • 8. VP Marketing Numbers 1. Cost of customer acquisition 2. Media response rate 3. Unique Web visitors 4. Customer Lifetime Value 5. Customer segmentation 6. Marketing spend and budget
  • 9. Operational Numbers • Warehouse Analysis • Delivery Metrics – Total Expense – Routes – Stops – Labor Expense – Shipped Cases – Overtime Expense – Miles Driven – Temporary Help • Man-Hour-Day • Man-Hour-Night
  • 10. Inventory Metrics • Inventory Dollars • By… • Inventory Cases – Warehouse – Area • 12 Month Turns -$ – Delivery • 12 Month Cases • Stock on Hand
  • 11. The Problem -“The Birds Nest” Spreadsheets Shared Supplier Forms Drives Feeds Personal ECAD Files MCAD Employees Doc Vault Software Suppliers Documents WMi Procedures Spreadsheet Invoices Customers CRM Budget Contracts Dynamics POS Legacy Systems
  • 12. Our Value Proposition: We provide the tool that conveniently unifies all the business intelligence, analytic, and data aggregation requirements within a company Executive • Strategy/Vision/Mission Executive Management • KPI’s. KRI’s Dashboard Information requirements Operational Decision • Business Processes Information Supply Makers • PI’s Ri’s Grids and Graphs Analysts, Controllers, • Reports and Analytics Slice and Dice/ Report Developers • Create Information Drilling ETL • Data Gathering/Management Developers, Databas • Accessibility and Usability of data Data Aggregation e specialists • IT infrastructure IT Professionals • Data storage Data Structures
  • 14. Microsoft BI Suite DELIVERY Search, Collaboration, Content Management SharePoint Server FINISH SharePoint Server Reports Dashboards Workbook Analytic Excel Scorecards Plans Views END USER TOOLS & PERFORMANCE MANAGEMENT APPS 3 -6 MONTHS BI PLATFORM SQL Server SQL Server Reporting Services Analysis Services SQL Server DBMS SQL Server Integration Services START DAX Excel CRM Budget Legacy
  • 15. iQ for Business BI Suite DELIVERY Search, Collaboration, Content Management SharePoint Server Reports SharePoint Analysis Dashboards Workbook Server Excel Scorecards Plans FINISH Views END USER TOOLS & PERFORMANCE MANAGEMENT APPS iQ4bis DataServer 2-3 Weeks Vertical-Specific Analysis Solutions Horizontal Analysis Solutions Revenue Finance Inventory Purchasing Built-in Best Practices Star Schema Creation Cube Creation Extract, Transform, Load DAX Excel CRM Budget Legacy START
  • 16. Executive Dashboards Scorecards grade performance via standardized metrics like on time percentages, fill rates, etc.
  • 20.
  • 23. Is iQ right for my company?
  • 24. <$20M / 50 employees • Dynamics ERP • Document Imaging Solution • Excel / Access • Problem: Disparate systems • Sales & Financial Analysis Hugh Neuharth, CFO • “I have the same problem as the big guys… but not the same resources.”
  • 25. KVS Transportation • $75M / 400 employees • Several data bases • Problem: Route Analysis "I have everything I need a click of a button. I have ZERO paper on my desk.“ -Anne Fonseca, CFO
  • 26. • $2.8B / 3,500 Employees • 12 ERPs • Problem: Sales, Finance, Inventory, EDI (Customer Stock Levels), Procurement, IT Auditing Systems Logs Darshan Singh, Sr. Applications 905-264-0701 • iQ reduces the amount of work on the IT department significantly!!
  • 27. Where Should We Start? Productivity Utilization Purchasing Complexity Inventory CRM Financial (GL) Sales/Revenue Variability (Company to Company)
  • 28. Summary • No Risk – Standard Microsoft Technology • End-to-End BI Solution • ERP Accelerators – live in weeks! • Reports, Dashboards and Alerts • Simplify SharePoint Development • “Future Proof” – Any data source • Lowest Total Cost of Ownership
  • 29. Why iQ for Business? It’s Simple! 1. Simple to Evaluate  Try it with your own data. 2. Simple pricing model.  Pricing to fit any budget. 3. Simple to implement  Fully trained and live in weeks. 4. Simple to use  “Even MY users can use it!” – CFO Harken Yachts
  • 30. Jody Giles – Under Armour (SAP) Gartner CIO of the Year "I am very vocal in my endorsement of iQ. The interface is the key to it's success. “It is the standard by which all other Business Intelligence tools should be judged!”

Editor's Notes

  1. Imagine if you could give your ceo more than just these six numbers. If he could get any piece of infomration at a click in real time..
  2. This is the core problem- complex systems that don’t communicate with one another
  3. A Scorecard implies that there are a set of standard metrics like on time, on cost, and on quality metrics that can be used to directly quantify performance.
  4. We generally recommend that customers start with Sales/Revenue and/or Financial analysis. These are the least complex and variable from company to company, and so can be a mutual quick win.