This presentation covers a broad array of use cases and customer examples where Qlik has transformed the Finance & Accounting team.

1. Modernizing the Finance Function
A modern analytics platform solving
problems that have burdened us for
decades

2. Overview

3. Vision of Finance Analytics Maturity Curve
Higher Profitability and
Efficiency/Effectiveness
Pro-Active Analysis
Client-Initiated Business
Analysis
Trends, Variance Analysis,
Hierarchy & Segmentation
• Accounting, Controls, and
Financial Reporting
• Consensus Builder
• Influencer
• Strategist
Finance Roles

4. Modern Analytics in Finance
Fact-Based Decision Making
Completeness
Accuracy
Timeliness
Continuous
Improvement
Business Goals
Grow Profitably
Improve Productivity
Manage Risk

5. Data Source
Run Report from
Ledger/Sub-Ledger
Download Reports
Import Reports into
Access/Excel
Join with
Vlookups/Sumifs/
Tree of Queries
Create Pivot Tables,
Filters, Static Charts
Traditional Method Modern Analytics
Same
process
repeated by
all users who
have reports
and for every
update of
those reports
Multiple Data Sources
One time setup.
Refresh Qlik App
for real-time
update. Process
completely
streamlined
saving
hours/weeks of
work every cycle
Outdated tools or Modern Analytics

6. Financial Analytics Harmony
Data
Warehouse
Marketing Big DataExternal /
Market Data
*Sample data sources; not a complete list
CRM OthersERP

7. Customer Success

8. Qlik gives 162 National Health Service
Trust Foundations across the United Kingdom the ability to:
• Gain dramatic insight into financial performance, P&L improvements,
patient-level costing, service line reporting, and suppliers—from a
single platform, in minutes.
• Easily click through from high-level costs to individual line items in
seconds.
• Look at hospital, finance, and other data in new ways, allowing deeper
querying and encouraging users to explore the reasons behind issues.
• Pull together disparate data to create fast, accurate reports that give a
single versionof the truth.
“At any time we can see income and expenditure for service lines, even getting a P&L
for each patient. We’re linked into the external data feeds so we can benchmark
against peers too.”
– Darran Hague, Head of Corporate Information, St. Helens & Knowsley Hospitals NHS Trust
Reduced annual report
prep time savesmore than
£40,000
A YEAR
Procurement
savings of
£33 MILLION

9. “This Qlik application saves the organization significant amounts of time. For our department alone, we estimate
that we save approximately 10 hours per month on developing and distributing reports. The time it saves our team
leaders is equally significant, taking into account that selecting the relevant information would have normally cost
them a few minutes or so to create.”
– Frank Kneefel, Manager Finance & Control, Deloitte (Netherlands)
Deloitte’s Finance & Control department uses Qlik to help
manage the complex task of delivering relevant reports for
divisions across the enterprise. The results:
• Multiple data sources, including the data warehouse and multiple
spreadsheets, are now connected for a single version of “the truth.”
• Data-based insights for end users, in addition to standard reporting.
• Significant time savings as consultants gain control of analysis and get
powerful visualization capabilities.
Report development
time reduced by
10 HOURS
PER MONTH
Solution
completed
in 1 month
Application
built in a
few days

10. “Previously, almost all of our analysis was spreadsheet-based and what we were delivering to our societies wasn’t
as actionable. With the development of the Society Dashboard, data access is more instant and provokes new
questions. We took the success that we had internally with the Sales Dashboard and projected it onto a new data
set for external use with the Society Dashboard. We’ve dreamed of doing this for a long time at Wiley.”
– David Hogben, Vice President Data and Analytics, John Wiley & Sons, Inc.
John Wiley & Sons, Inc. is using Qlik to help its
professional and scholarly Society partners to:
•Analyze and visualize financial performance data to monitor
trends and plan budget for upcoming years based on
historical fluctuations.
• Shift from overly technical reports to dashboards that support
better operational decisions.
From 50 to
1,000 Qlik
users in
UNDER 5
YEARS

11. “Qlik is exactly the tool we have been looking for. We need BI powerful enough to support the sophisticated
analytical needs of our business analysts, yet easy and intuitive enough to be used by non-technical independent
sales representatives across the country. Qlik is the only reporting and analysis solution
we’ve seen with that sort of flexibility.”
– Bryan Allen, AVP, Business Intelligence & Analysis Services, Colonial Life
Insurer Colonial Life’s business intelligence and finance
organizations use their Qlik-powered expense reporting solution to
empower management, finance staff, and budget coordinators to:
• Stay abreast of current month, QTD, andYTD departmental budget
and actual expenses.
• Use drill-down capabilities to research expenses at a detailed
transaction level.
• Reconcile budget and actual headcount.
• Efficiently identify inaccuracies in expense transactions.
MORE THAN
100 PRODUCTION
APPLICATIONS
deployed enterprise
wide
MORE THAN
100 ad hoc
production
applications for
“one-off” use
deployed for data
comparison and
quick analysis
MORE THAN
400 USERS
analyzing data
volumes up to 50
million lines

12. Create and share an app
qliksensecloud.com
Try one of our apps
demo.qlik.com
Join the community
community.qlik.com
experience it for yourself

13. Qlik @ Qlik

14. Qlik @ Qlik Finance
CFO Dashboard
Finance Metrics Expense Management
Global Currency Rates
Revenue Recognition
Opportunity Dashboard
External Reporting
Discount Analysis

15. Solution
•Finance & Recruitment built Requisition Pipeline app
•Operating dashboard for Recruitment management
•Finance forecast inputs
Example: HR Efficiency and Effectiveness
Benefits
•Forecast accuracy improved to within 1%
•Operations & Finance share one version of the truth
•Mid-year update took a fraction of the time
Challenges
•Finance forecast not tied to Recruitment process
•Poor forecast accuracy
•Mid-year plan update: 8 wks, multiple spreadsheets
Requisition Pipeline App
“It’s quite remarkable that
we have got through the
plan update so quickly
when we consider just
how much more painful it
was last year.”
-Vikki Sly, Vice President Global
Recruitment & Interim Leader Talent
Management and Development, Qlik

16. Productivity App
Benefits
•New insights on impact of maturity and attrition
•Fact-based productivity rate supports trend analysis
•Influenced planning and operational processes
“We learned that there is a tipping
point when a ramped rep becomes a
fully mature productivity
powerhouse, which gave us insight
into what we could do to make them
successful in the different stages of
that curve and move them on that
curve faster.”
-Joe Francis; VP Operations, Qlik
Solution
•Finance and Operations collaborated on building a QlikView app
•Incorporated SalesForce / Navision / Workday data
•Normalized for GTM, maturity, geographics
Challenges
•Needed a fact-based metric at the rep / role level that correlated
more closely to company level results
•Slowly changing dimensions frustrated trend analysis

17. Finance Solution Areas

18. Financial planning & analysis
• Putting the “A” back in FP&A
• Optimized budget allocations
• Improved financial decisions
• Blend “top-down” & “bottom-up” forecasting
• Cost reduction and increase revenue
Expense management
• Leverage expense under-runs
• Deliver month on cost & manage
exceeding costs
• Greater assessment of true cost
ownership and real value of contracts
• Cost reduction and increased profit
Revenue & profitability
• Reduced slippage, risks, and
underperformance
• Eliminate communication lag time
• Increased margins and revenue
• Increase product and market opportunities
• Improved product portfolio performance
Cash flow & balance sheet
• Reduce aged receivables
• Improve customer service
• Streamline cash flow and increase asset efficiency
• Integrated treasury functions & visibility
• Cost reduction and increased revenue
Risk and compliance
• Align governance models with strategy
• Transparency with management and
regulators
• Decrease risk, fines, penalties, and fraud
• Improved ad-hoc compliance & risk
investigation
Common Qlik®
Finance Solution Areas

19. Cost Reduction Customer Success
• 25% decrease in contractor employment needs
• $10 million budget savings as a result
• 1 year duration projects now reduced to 6 weeks
• €42 million in procurement cost savings over 2 years
• 231 hours/month reduced to 54 hours for BI work
• £3 million savings in first year with QlikView
• £24 million forecasted savings over 5 years using QlikView
• ½ day reduced to ½ hour for typical in depth analysis
• $4 million cost savings
• $100 million in added revenue from the support and service contracts they are now able
to monitor and quickly address
• 5 weeks to 5 days for the Financial Close process
• Before: “50 per cent of the finance group spent 50 per cent of their time gathering
reports”
• After: 30% est. savings on employees’ resources and time
For more customer listings visit www.qlik.com/explore/customers

20. Financial Planning & Analysis
• Shrink deadlines through operational and financial
control
• Improve understanding of business units
• Optimize forecast outputs
• Integrate multiple general ledgers from disparate
sources
• Putting the “A” back in FP&A
• Optimized budget allocations
• Improved financial decisions
• Blend “top-down” & “bottom-up” forecasting
• Cost reduction and increase revenue

21. Expense Management
• 360º view of expenses
• Discover trends and cost reduction areas from redundant
expenses or poor pricing
• Increase visibility of direct & indirect allocations
• Identify daily spending by business users & managers
• Leverage expense under-runs
• Deliver month on cost & manage exceeding costs
• Greater assessment of true cost ownership and real value
of contracts
• Cost reduction and increased profit

22. Revenue and Profitability
• Centralize data infrastructure
• Manage multiple portfolios & products
• Adapt to changing requirements
• Insight into pricing & market behaviors
• Unit & price optimization opportunities
• 360° view of estimates vs. actuals
• Reduced slippage, risks, and underperformance
• Eliminate communication lag time
• Increased margins and revenue
• Increase product and market opportunities
• Improved product portfolio performance

23. Cash-Flow & Balance Sheet
• Improve assessment of A/P & A/R performances
• Improve cash conversion cycle & reduction delinquent
accounts
• Take advantage of vendor discounts
• Optimize cash resources and liquidity
• Plan cash-flow for “stress” scenarios
• Streamline cash flow and increase asset efficiency
• Integrated treasury functions & visibility
• Reduce aged receivables
• Cost reduction and increased revenue
• Improve customer service

24. Risk & Compliance
• Enhance existing internal controls environment
• Complete enterprise view of risk exposures
• Integrate data stored in disparate stacks and sources
• Investigate through automated sampling techniques
• Decrease risk, fines, penalties, and fraud
• Transparency with management and regulators
• Improved ad-hoc compliance & risk investigation
• Increased profitability
• Align governance models with strategy

25. Capitalize with Qlik
Deploying Qlik has allowed thousands of financial professionals across
multiple industries to:
…All at the speed of business (not the pace of the IT queue).
Reduce costs
and risks
Synthesize financial and
accounting data for improved
profitability and transparency
Uncover unexpected
insights, collaborate,
and make more
informed decisions

26. Thank
You