The document describes several client challenges and how data analytics solutions helped address them. Specifically, it discusses how analytics tools helped: 1) A mini-market compete against a larger supermarket by analyzing transaction data and identifying top selling items. This increased quarterly sales by 10%. 2) A healthcare organization recover over $975k in overpayments by identifying high-risk claims through predictive analytics. 3) A healthcare payer improve patient health tracking and medication compliance, leading to reduced hospitalization and the highest quality rating.

1. Client Challenge Solution Impact
Consumer
Product
A company which sold consumer products to around
1000 customers noticed an attrition amongst regular
clientele. After 4-5 months, the consumers ceased buying
products from them and obviously, chose to make their
purchase somewhere else. A way to identify and
intervene with at-risk customers was needed.
A data analysis tool was created to identify decreases
in customer buying patterns during the early phases
of attrition. This information allowed sales staff make
contact and attempt to preserve the business. Contact
provided them with valuable information on the
reasons for customers taking their business elsewhere.
Previously, the company would lose 3-4
customers every 4 months. With the
implementation of customer buying analysis,
the attrition rate was cut in half and valuable
customer satisfaction data was gained.
E-Commerce An ecommerce website had registered visitors, but was
not collecting gender data. This prevented the company
from creating effective, targeted campaigns. A need to
identify registrants’ gender was hindered by the
respecting of people’s privacy.
An algorithm was written to analyze responses to
various questions. This information was used to
determine the gender of registered users without
asking them directly.
Profiling customers by gender allowed the
company to design specific offers and
marketing campaigns. These were much more
effective than the ‘shotgun’ approach.
Customers were presented with offers that
were likely to be more appealing to them.
Private
Equity Firm
When evaluating a concern for possible purchase, it is
prudent to review 5 years of financials. The dilemma is
that data are contained in flat files by 12 month grouping.
This makes it a tedious job to consolidate multiple
reports for analysis.
A better determination of the long –term viability of
the prospective acquisition was gained through
creation of aggregate data. This allowed the more
expedient evaluation of multiple years’ information.
Through faster evaluation of financial
performance data, purchasing decisions were
made more quickly. This allowed the fund to
make smart, quick purchases with confidence.
E-Commerce Product recommendations and cross-selling are essential
to succeed in the aggressive world of online retailing.
However their implementation and subsequent
measurement can be somewhat difficult.
Product recommendations are essential to compete in
the aggressive world of online retailers. While
retailers use them extensively, product
recommendation can be difficult to deploy and their
impact on a business can be even harder to measure
The conversion rate increased 35% while the
average order values were up by 50%.
E-Retail With $4m in monthly credit card transactions and three
different payers, A/R reconciliation was not only time-
consuming and frustrating, but posed a problem for
timely management of unpaid invoices. On many
occasions, accounting used a 20% estimated A/R to
facilitate the monthly closing. It was left to hope that the
receivables would be paid within 2 months.
Reduce monthly closing cycle to 3 days, allowing
accountant to perform other areas of analysis. Identify
and resolve order issues to receive payment within 3
days of ordering and subsequently, increase monthly
cash flow. Negotiate better terms with credit card
processing company.
By leveraging a big data solution, the e-
commerce company was able to reconcile from
credit card company authorization to bank
disbursement. Every invoice payment was
traceable In addition, it addressed issues with
canceled orders and re-stocking within the
same day.
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Clients Challenge Solutions Impact

2. Advanced Quickbook Reporting
Product Avg Last 3Months Avg Last 6Months YTD 2014 Avg Daily Sales
Quantity on
Hand
Time Period of
Supply (Days)
Contoso 512MB MP3Player E51Silver 12 16 2,304 9 -902 0
Contoso 512MB MP3Player E51Blue 10,043 9,921 78,211 312 4,268 22
Contoso 1GMP3Player E100White 30 242 4,891 19 -121 0
Contoso 2GMP3Player E200Silver 550 276 4,349 17 -100 0
Contoso 2GMP3Player E200Red 20,570 16,381 165,074 658 45,465 74
Contoso 2GMP3Player E200Black 470 409 3,189 13 810 68
Contoso 2GMP3Player E200Blue 6,236 8,975 74,740 298 615 6
Company No. Orders Total
Avg Order
Value
Last_Order
Last Order
Value
Avg. Time
_b/w_Orders
Days_Since
Last Order
Eugene Huang 9 121,406$ 10,117$ 1/9/2015 $8,600 39 54
Ruben Torres 4 119,679$ 9,973$ 11/21/2014 $8,477 78 103
Christy Zhu 2 25,000$ 2,083$ 7/24/2014 $1,771 78 45
Elizabeth Johnson 6 16,740$ 1,395$ 1/14/2015 $1,186 59 49
Julio Ruiz 97 245,889$ 20,491$ 2/12/2015 $17,417 4 20
Janet Alvarez 14 22,050$ 1,838$ 2/6/2015 $1,562 27 26
Marco Mehta 6 27,926$ 2,327$ 1/26/2015 $1,978 54 37
Rob Verhoff 26 5,006$ 417$ 2/6/2015 $355 12 26
Shannon Carlson 88 830,883$ 69,240$ 2/10/2015 $58,854 5 22
Our Customized
Quickooks Inventory
management report
alerts management
about the amount of
days left in inventory. It
takes in consideration
the average days in
three and six months
and average daily sales
Our Customized Quickbook
customer attrition alerts the
management team when a
customer stop buying from
them

3. Helping Uberprenuer in Miami- Dade to Maximize their earnings
What time of the day a driver can make much of the money?
Hour of Day
Financial Performance - Nine Months: Average wage per
hour vs average per trip

4. Client Challenge Solution Impact
Supermarket A mini-market was struggling to compete against a superstore in its
neighborhood. The market’s store manager was the sole input for the store
layout, purchasing and promotions. Each week, there were fewer customers
and they were buying less. How can a 3000 square foot supermarket compete
with 16000 square foot mega-mart?
Create a set of reports for core market basket analysis. Use transaction
level data as the foundation for a new data model. Analyze data by the
week, store and item levels. Additionally, report the top selling items that
were included in an Ad and associated products, and identify top selling
items for a promotional campaign.
This analytical tool allowed the market owner to effectively plan
his store layout and rack arrangements, resulting in a 10%
increase in quarterly sales of the top selling items.
Medicare
Advantage Plan
A managed care organization with 25,000 members and 5000 medical
providers, found it difficult to identify provider overpayments. With rising
medical costs and increased competition, minimizing and recovering
overpayments was of paramount importance.
Deploy a full-featured strategy to include claims scoring, predictive
analytics and rules-based detection technologies. Search across multiple
data variables, timeframes and data from many different sources.
Implementing the stated analytics resulted in the Recovery of
$975k in overpayments made in the last two years.
Health Plan The Healthcare Reform Act a ushered in the era of value-based healthcare. A
healthcare payer found itself challenged by its inability to track patient health,
medical utilization and measure improvements in the health of the patients.
For two consecutive years, the entity’s HEDIS score, a measurement of service
quality, had questionable results.
Develop a patient-centric reporting solution which would enable doctors
to monitor patient health and progress with a push of button. Patients
who were non- compliant with medical instructions were identified for
early intervention.
Healthcare payer obtained the highest HEDIS score rating, was
able to reduce unnecessary hospitalization and improve
medication dosing compliance.
Law Firm A small law firm consisting of two lawyers, a paralegal and secretary was
defending a client accused of a white collar crime. Buried in documents and
lacking the manpower to review every page, additional help was needed but
unaffordable.
Implement text mining solutions to identify key words in each document
and flag citation appropriately. Store documents in a searchable database
to facilitate inquiries during the discovery phase and trial proceedings.
Gained the ability to review all documents, while saving time
and money during discovery process.
Tech Company A Technology company decided to change its measurement of revenue from
project based to percentage of completion. If the restatement was not
completed within 6 months, it would negatively impact the opportunity for an
IPO and cause uncertainty with current investors.
Develop a revenue conversion tool that re-states 3 years of revenue and
cost data, providing what-if scenarios which highlight differences between
the two revenue statement approaches.
The company was able to satisfy all questions and concerns
from current investors and execute an IPO.
Community
Bank
A Community bank offers commercial real estate loans in South Florida. The
bank wanted to shield itself from losses such as those experienced during the
2008 financial crisis. They required some form of mechanics to monitor loan
losses over time and identify external factors explaining such losses for all loan
segments.
Design and deploy a dashboard that visualizes and presents commercial
loans in an intuitive manner.
Gained the ability to identify potentially problematic loans
quickly to implement early intervention. This information
assisted the bank in developing a mitigation plan for troubled
loans.
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Clients Challenge Solutions Impact