This presentation provides a brief overview of eCAAT BI with use cases. eCAAT BI is an add-in Software to MS Excel which can be used for performing Data Analytics/BI/MIS in the assignments of Assurance, Compliance, Consulting and Fraud Investigations.

1. Intro of Key Features of eCAAT BI
Powerful Data Analytics/BI
in Excel in a few Clicks
https://www.wincaat.com

3. Global Leading Solution Provider in Data Analytics
for Empowering Professionals to realise potential
by Applying Thought to Technology.
Revolutionize Assurance, Compliance and
Consulting Services by Providing
Powerful Tools & Techniques
for Performing Data Analytics, BI and AI.

4. With Innovative Software Solutions,
We Empower CAs & CXOs to Harness:
Power of
Technology to
Provide Value
Addition through
IT-Enabled Service
offerings.
Subject Matter
Expertise and
Domain Knowledge
to Provide Existing
and Innovative
Services.
Professional
Potential to Provide
Value Addition as
Knowledge Workers
and be more
Effective and
Productive.

5. Higher use of Technology.
Greater Value Addition and
Serve your Clients in Shorter Time with
Deploying Systems and Solutions for Scaling up Services for
Empowering you to:

7. Home

8. Add-in to MS Excel
Software
Easy to use and
Simple to Learn
Generate
MIS/BI Reports
dynamically
from data in MS
Excel in a few
clicks!
Comprehensive
collection of
DA/MIS/BI
functions.
Makes DA/BI
Simple,
Effective and
Affordable.
Why use eCAAT- BI?
Business Intelligence Simplified

9. eCAAT BI: Add-in to MS Excel
Business Intelligence Simplified
Generate various types of MIS/Business Intelligence reports dynamically from data in MS Excel
in a few clicks!
Identify patterns, irregularities, exceptions, outliers and verify conformances/compliances.
Easy-use-to-use interface with a comprehensive collection of DA/MIS/BI functions.
Blends simplicity of MS Excel with the power of data from Database!
Makes Data Analytics Simple, Effective, Affordable with short learning curve.
Convert source data to MS Excel and generate reports on your own using powerful functions of
software.

11. Features of eCAAT BI Version

12. Features of eCAAT BI Version

13. Intro

16. How to Analyse Digital Data?

17. In what
format is
Data
Available
for Audit?
What is the
KEY to access
Digital Data?

19. What

21. What Type of Questions can Analytics Answer?

22. What can you do with Data Analytics/BI Software?
Establish Facts & Issues
Explore Hunches & Ideas
Draw Inferences & Insights
Validate & Confirm Hindsight
Report Findings & Recommendations

23. What is eCAAT BI Software?
• Developed by Auditors for Auditors to
Analysing any Digital Data.
• Expert team-effort of > 25 man-years.
• Add-in to MS Excel as a new tab
• Use in any Assurance, Compliance,
Analytics or BI Assignment.
• Right blend of Simplicity.
• Ease of Use with Few Clicks.
• Ready for use with Min. Training.

24. What can you do
with eCAAT BI?
24
PERFORM
Data
Analysis for
Compliance,
Assurance,
BI or MIS

25. Add-in to MS Excel
Software
Easy to use and
Simple to Learn
Look & Feel of MS
Excel but with
power of Database
Powerful Data
Analytics with
> 230 Functions
Perform Complex
Analysis in a Few
clicks with Auto
Documentation
What is eCAAT BI?
Data Analytics/BI Software Specially Designed for BI/MIS

26. Who can use eCAAT BI?
• Auditors: Financial, Compliance or IT, CXOs, Fraud/Forensics
investigator….
Those who are working as:
• Infer Insights from Information from any electronic format or
software!
Those who have to use Data
Analytics to:
• Enhance skills, grow in their career and be more effective.
Those who would like to:
• Use IT Tools and skills for accessing, analysing and auditing
electronic information.
Those who have to:
• Supplement their Knowledge and Skills to provide value addition
Those who have to:
• Investigate and report on frauds in electronic information of
automated environment.
Those who have to:

27. Why

29. Why use eCAAT?
Comprehensive tool
to audit 100% of
the data.
Empower your
audit staff at
affordable cost.
Do more in less
time by enhancing
your productivity.
Easy to learn and
simple to use.
Perform analysis to
draw inference and
insight.
Power to process
complex files
quickly with a few
clicks.
Designed for new,
inexperienced and
expert CAATs users.
Integrated as a tab
in MS Excel but
with innate power
of database.
Grow professionally
empowered by
Technology.

30. Seven Key Benefits of using eCAAT-BI
1. Enhance your Skillsets and Toolsets
2. Increase Productivity of your Time
3. Perform Better Analysis Faster & Add Value
4. Grow your Professional Skills & Esteem.
5. Accelerate your Income Earning capability.
6. Develop New Skills by using Innovative Techniques.
7. Gain Recognition as a Thought Leader in BI/MIS.

31. Data Analytics:
MS Excel Vs. Ecaat-bi
•Time-saver:
• Enhanced use of
MS Excel
•BI & MIS
• On the fly
•Dynamic Analytics
• In a few clicks
Multi-dimensional:
Set of Tools

32. Do MORE in less Time
by using eCAAT-BI!
32
DA/BI/MIS Skills
of Analytics
Empowers
Professionals of
Accounting,
Assurance,
Compliance,
BI & MIS to:

33. How

34. How to use eCAAT?

35. Seven Step Approach for Data Analytics/BI
Identify and document the scope and objectives of Assurance/Compliance Assignment.
Identify what information will be required, to address audit scope and objectives and collect the data
from client in required digital format.
Review the data to understand what each column in file represents and how it might be relevant in
performing the audit.
Review and curate the data and format the header row for the file to make it ready for data
analytics.
Confirm that data is complete by comparing statistics from data analytics software and original
source of data/software.
Understand the Business processes/validations/controls relevant for audit.
Identify and document the audit tests to be performed and functions of data analytics software which can
be used.

36. Seven Steps for using eCAAT-BI for Data Analytics/BI
Remember eCAAT Pro can perform function & display results but user must select
right function/fields to get right results & draw insights from results.
Review Review Field Formats and change it to required format if required.
Delete Delete fields which are not relevant for audit and fields with only one
common value as no analytics is possible on this.
Document Document field description and related business process/validation rules.
Perform Perform harmonize sheet to get data and headers in right format for
analysis. Close all other MS Excel files except file required for analysis.
Make Make copy of the files and perform analysis only on copy of file.
Get Get Data Ready for Data Analytics.

37. Data Analytics/BI in 4 Steps
1.Understand
Business Process
Controls
2. Identify
Information Needs
for Analysis
3. Use Specific Tools
and Techniques
from eCAAT-BI
4. Analyse &
Prepare Reports as
Required
37

38. How does eCAAT BI help in Performing
Data Analytics/BI/MIS?
Knowledge Skills
Tools and
Techniques
Value
addition
for all

39. Key Features

40. Panels Brief Description of Panels in eCAAT-BI
Curate Transform data in a standard structure to be usable for data analysis as
required.
Ensures that data is formatted and purified for use in data analytics.
Profile Analyse the data contents to get an overall perspective of data.
Validate data at a macro level & assess whether the data is correct and
complete.
Analyse Examine the data in detail to discover essential features by breaking data
into specific components by grouping, identifying and reviewing specific
features.
Investigate Observe or inquire the data in detail with systematic examination by making
a detailed inquiry or search to discover facts and insights to draw inference.
Document Record critical steps of data analytics by documenting steps used during
analytics.
Utilities Unique functions that complement & enhance use of Excel & are great
time-savers.
Tools Specific functions that aid in simplifying routine tasks performed in Excel
and are great time-savers.

41. Curate Data
•Remove
•Transform
•Delete
•Convert
•Format
•Transpose
Transform data in a
standard structure
to be usable for data
analysis as required
to ensure that data
is formatted and
purified for use in
data analytics.
Specific functions to
clean the data by:

42. Profile Data
• Statistics
• Search
• Group or Re-arrange
• Stratify
• Summarise
• Classify
• Age/Periodicity
• Totals/Count/Average
• Cumulative Total
• Top/Bottom ‘X’ Records
• Highlight on Specific Criteria
Analyse the data to
get an overall
perspective of data.
Validate data at a
macro level to
assess whether the
data is correct and
complete.
Specific functions:

43. Analyse Data
• Identify:
• Gaps
• Duplicates
• Unique
• Outliers
• Format
• Changes between 2 sets of data
• Sampling
• Filtering
• Split data
• Fuzzy Match
Examine the data in
detail to discover
essential features by
breaking data into
specific components
by Grouping,
Identifying and
Reviewing.
Specific functions:

44. Investigate Data
• Pareto
• ABC/ABCD
• Quadrant
• Cluster/Percentile
• MIS –Multiple criteria
• Trendline
• Query – List to Find
• Consolidate/Collate
• Relative Size Factor
• Statistics: Benford Law, Trend Analysis
• Compare/Join files on specific criteria
• Compute & Compare
• Templates: Existence check,..
Observe or query the
data in detail through:
1. Systematic examination
2. Make a detailed inquiry
or search
3. Discover facts & insights
to arrive at a conclusion.
Specific functions:

45. Document analysis
• Index
• Worksheets
• Workbooks
• File List
• Log:
• Workbook History
• Audit log,
• Enterprise Info
• System Info
• License Info
• Rerun
• Refresh
Automatically
Document
Functions
performed using
eCAAT.
Specific functions:

46. Utilities
• Rows and Columns
• Tagging data
• Split, re-arrange, extract, delete,
• Manipulate columns as required ..
• Workbooks
• Protecting specific information.
• Snapshot,
• Freeze/Unfreeze all
• Identify circular references,..
• Worksheets
• Organise/manipulate as required
• Protect/Unprotect, etc.
Complement and
enhance the use
of MS Excel and
are great time-
savers.
Specific functions:

47. Tools
• Navigate by Selection/Workbook
• Hide/Unhide
• Unhide All Rows & Columns
• By Column(s)
• By Sheet(s)
• By Panel
• By Module
• Print setup options
• Auto Open, Select Sheet
• Save Workbooks
• Undo
• Search and Run
Simplifying routine
tasks which
complement the
functions of MS
Excel by accessing
larger volume of
data in a faster
way
Specific functions:

48. Functions

51. There are > 230 Functions in various panels and menus of eCAAT-BI

52. Use Cases

53. Add-in to MS Excel
Software
Easy to use and
Simple to Learn
Generate
MIS/BI Reports
dynamically
from data in MS
Excel in a few
clicks!
Comprehensive
collection of
DA/MIS/BI
functions.
Makes DA/BI
Simple,
Effective and
Affordable.
Why use eCAAT- BI?
Business Intelligence Simplified

54. Use Case of eCAAT-BI: The Need
• A Prolific user of MS Excel who needs to generate various types of
MIS/BI Reports based on the data available in MS Excel is finding it
difficult to generate all the reports as per needs of the users. The ERP
software used is not able to generate all the dynamic reports as
required.
• The user finds that it is taking considerable time to learn and perform
various types of functions and this has to be done in multiple steps
and executed every time for every report. There are reporting needs
which are not met in Excel.
• The Excel User is looking for a tool or add-in software which can
expand the Power of Excel to generate various types of MIS/BI reports
on the fly and in a few clicks without spending too much time in
learning Complex functions in MS Excel/any other BI/MIS Software.

55. Use case of eCAAT-BI:
Walk-through of Functions
• eCAAT-BI (Business Intelligence) is an Add-in to MS Excel which can be
clicked to select and perform any of the more than 280 Functions. These
functions enable to user to perform functions in MS Excel easier and
quicker in a few clicks.
• User has a quick walk-through of the panels which includes the panels of:
• Curate
• Profile
• Analyse
• Investigate
• Documents
• Utilities
• Tools

56. Use case of eCAAT-BI: User has walk-through of the
various powerful functions available in menus of:
• Remove
• Delete
• Transform
• Convert
• Format
• Transpose
• Data
• Details
• Search
• Changes
• Split Sheet
• Fuzzy Match
• Identify
• Sort & Filter
• Analysis
• Trendline
• Query
• Statistics
• Relate
• Templates
• Log
• Index
• Column
• Worksheets
• Hide / Unhide
• Print Setup / Charts

57. Use Case of eCAAT-BI: Understand Relevant Functions
• The user selects the relevant functions in the Curate panel to transform data
in a standard structure to be usable for data analysis as required. The
various functions of curate enable user to format and purify the data so that it
is easy to perform analysis of data as required.
• The user selects the relevant functions in Profile Panel to analyse the data to
get an overall perspective of data. This enables the user to validate data at a
macro level and in assessing whether the data is correct and complete.
• The user selects the relevant functions in Analyse panel to examine the data
in detail to discover essential features by breaking data into specific
components by grouping, identifying and reviewing specific features.

58. Use case of eCAAT-BI: Understand Relevant Functions
• The user selects the relevant functions in the Investigate panel which
empower the user to observe or inquire the data in detail with
systematic examination by making a detailed inquiry or search to
discover facts and insights and to infer insights.
• The user selects the relevant functions in the Document Panel to
review the record of critical steps of data analytics.
• The user selects the relevant functions in Utilities and Tools Panel to
perform unique functions which complement, enhance and simplify
routine tasks performed in Excel and Save Time.

59. Use case of eCAAT-BI: Key Benefits
• The user generates various types of MIS/Business Intelligence reports dynamically from
data in MS Excel with minimal training and in a few clicks!
• If the data is not available in Excel, the user gets the source data in structured format
and uses it in MS Excel to generate reports using the powerful functions of software.
• The user identifies patterns, irregularities, exceptions, outliers and verifies conformances
and validates compliances as required.
• The easy-use-to-use interface provides quick access to the comprehensive collection of
DA/MIS/BI functions.
• The user finds that the software blends simplicity of MS Excel with power of database
and makes Data Analytics Simple, Effective, Affordable and Accessible to all users.
You can see the Complete List of Functions with Brief Description at:
https://wincaat.com/Features_eCAAT_BI/Functions.aspx

60. Thank you! Questions?
sales@wincaat.com
rafeq@wincaat.com