Learn how QlikView Business Discovery is enabling Escorts in their strategic decision making process. Escorts banks on QlikView Business Intelligence & Analytics for gaining insights.

1. Escorts IT – BI Project Review
Executive Summary
23 May 14

2. Escorts – Brief Background
 More than 65 years old premier engineering company of
India.
 Escorts has four major divisions & Corporate Office
• Escorts Agri Machinery .
• Escorts Construction Equipment.
• Escorts Railway Product.
• Escorts Automotive Product.
 Major products
• Tractors , Implements, Gensets,
• Crains, Compactors, Backhoe loaders,
• Shockers, Brakes, Auto Components ,
• Components for Railways like couplers, shockersss
etc.
 Combined turnover of around Rs.5000 crores.23 May 14

3. Why BI?
 Key Organization Challenges
• Multiple silos of applications and data.
• No clear relation between data silos.
• No single version of data truth.
• High turnaround time to get meaningful information.
• Missing the big picture.
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4. BI- SCOPE
 To cover all the key business activities across all business
divisions within Escorts Group. A very detailed, ambitious and
comprehensive scope:
• Finance
• Sales
• Supply Chain & Inventory
• BOM
• Contribution Analysis
• Compliance & Taxation
• Management Dashboards
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5. Thinking big .. For
high impact
• Ambitious plan for an enterprise wide BI rollout.
• Planned the project with bottom line and cash
flow impact in mind.
• Key stake holders from Finance/ Sales/
Operations/ Materials/ Audit/ CEO and MD
involved in the project from the very beginning.
• In line with our vision of becoming a power
house of Engineered Solutions
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6. Current State
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BIatEscorts
A well entrenched Data/ Transactional Layer implemented:
• Nearly 85% of the transactional data is available in ERP system.
• Processes have been institutionalized.
• Process adherence is across the enterprise.
Balanced Score Card in place:
• Strategic Map is well laid out.
• Regular operational reviews of Strategy.
IMPLEMENTATION
Stages of BI process
SOLUTION
ARCHITECTING
REQUIREMENT
GATHERING
Alignment of KPIs with
business strategic plan
Bringing all Data
Layers together
Rolling out
dashboards to serve
business needs

7. Implementation – Challenges & Solution
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Challenges in the
Implementation
process
Business is volatile in nature.
Constant re-alignment of the BSC
with the ground reality.
Disparate and disaggregated data
sources.
ERP Master Integration. Two
versions of ERP creates the
complexity of bringing data
together based on different
masters.
Background of solution:
 Identifying KPIs and targets
 Understanding key business
pain points & future vision.
 Creating a “usable insights”
based visualization and
alert mechanism.
Requirement mapping of all
Business Units in the Enterprise.
Complex mix of needs and
constraints of different users.
Approach adopted
Architecture adopted:
Data collations.
Layering of data structures.
Future ready data model.
Visualization of KPI.
Alerts based control.

8. Sales – where it all begins
• Target and Performance linked
across the entire sales chain.
• Region wise /Model wise
performance dissected.
• Collection focus.
• Competitor Analysis.
• Performance of Dealers –
monitored on near real time basis
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9. Contribution –
Product wise analysis
 Product profitability analyzed with
great precision model wise.
 Analysis of product sale variation.
 Identification of champion Products
and laggards.
 Performance of each model group
– helping to optimize the product
offering.
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10. BOM Analytics
 Analysis of aggregates.
 Cost variations of various BOMs
in comparison with one another
and over time.
 BOM variability analysis.
 Looking at possibilities of
alternate procurements and
potential saving.
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11. Finance Analytics
 Budget monitoring group wide.
 Expense analysis and drill down.
 Consolidation of formats/ reports/
schedules across the group.
 P&L and Balance Sheet as per
schedule 6.
 Dynamic Report Builder.
 All divisions on the same
platform.
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12. Key Implementation Highlights
 Presented the project objectives to GMC
(Group Management Committee)
consisting of CEO’s, CFO’s, Material
Heads, R&D heads of all divisions and
chaired by Managing Director.
 Phased the implementation track wise ,
across divisions, covering the most
critical departments like Finance, Sales
and Materials first.
 Created core user groups, across
divisions, for each vertical such that all
interrelated core users were part of one
track.
 Established a project governance
structure to monitor the project progress.
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13. Key Implementation Highlights
 Extensive trainings to users for elaborate usage of BI
dashboards.
 Phased go live across different divisions.
 Managing the fears & assumptions of users.
 Involved the internal auditors in the project
from the very beginning.
 Project managed as business driven initiative.
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14. Major Spinoffs
 Change in organization behavior
• Easy Availability of data.
• No dependence on people or processes for data access.
• Enterprise wide single version of data truth.
• Tight monitoring of strategic planning.
• Metrics of “doing better” percolated in each department.
• All functional heads are aligned more closely to the future
direction of the company.
• Intelligent and informed organization.
23 May 14

15. THANK YOU
Vipin Kumar
Group CIO
23 May 14