1. Bizzxe 2.0 Business Intelligence
Finance Logistic Sales &
Marketing
Manufacturing Human
Resources
Strategic Level
Management Level
Operational Level
What happened?
Why did it happen?
What is happening?
What might happen?
Quality
Assurance
Repair and
Maintenance
2. Bizzxe Dashboard
1
Identification
of target
audience
2
Select right
type of
dashboard/s
3
Information
prioritization
4
Information
visualization
5
Implement &
Test
• Based on the target audience identification select the right dashboard/s type
• Operational (what ?)
Display data that facilitate the operational side of a business
• Executive (What ?)
Provide the KPIs (Key Performance Indicators) that a companies
executive team track on a periodic (daily, weekly or monthly basis).
A high-level overview of the state of the business together with the
opportunities the business faces.
• Analytical (What? / Why ?)
Display insight on your historical, present, and predictive data. This
information can be used to understand your current strategy,
and determine what adjustments need to be made in the future.
• Identifying user role
• Identifying Responsible outcomes
of role / User - KPI
• Identifying Visual requirement of
User / Role
• Identification of information for different section in the dashboard based on criticality
“ Data isn’t like your kids. You don’t have to pretend to love them equally”
• Logical data grouping
• Make data relevant
• The whole company
• By Department
• Individuals
• Identification of data refresh rate
• Identification of most optimum data
visualization component/s
• Follow Gestalt Laws
Proximity
Similarity
Continuity
Figure and Ground
3. Bizzxe Dashboard
User Role 2
User Role 3
User Role 1
Changes in EquityData SourcesKPI How often Criticality Dashboard Type Widget
KPI - 01
KPI - 02
5. Finance Descriptive
Functional
Reports
MIS
Transactional
Reports
All the proper formatted
output with company
logo which can be used as a legal
document
Changes in Equity
All the internally use semi-formatted
report which describe the set of
function and movement
Income Balance sheetCash flow
All the unformatted row data reports
Which can be sued for analysing the
current status of the company
Data Gathering Template
6. Debtors Receipts
Payments
(Employees &
Suppliers
Cash generated from
Operations
Interest and Income
Taxes
Payment: Acquisition
& Sale of Financial
Assets
Dividends Received
Payments &
Proceeds
Share Issue Costs
Borrowings
Finance – Cash Flow
CASH FLOW FROM OPERATING
ACTIVITIES Repayments
Disposals
Investments
Net Cash In-Flow
Net Cash Out-Flow
Intangible Assets
CASH FLOW FROM INVESTING
ACTIVITIES
CASH FLOW FROM FINANCING
ACTIVITIES
PAYMENTS
Share Buy Backs
Share Buy Back
Costs
PROCEEDS
Issue of
Redeemable
Preference Shares
Issue of Perpetual
Notes
Debt Issue Cost
Borrowings
Government
Loans
DIVIDENDS
Paid on
Redeemable
Preference Shares
Paid to Company
Owners
REPAYMENT
7. Finance – Income Statement
OPERATIONS
Revenue
Cost of Sales
Investment Income
Other Gains or
Losses
Finance Expenses
Distribution
Expenses
Marketing Expenses
Administration
Expenses
Other Expenses
Share of Profit of
Associates
Share of Profit of
Joint Venture
Gain Recognized on
Disposal of Interest
of Former Associate
Other (Describe)
Tax Expenses
Continuing Operations
ProfitfortheYEAR
Discontinued
Operations
Other Comprehensive
Income
Gain on Property
Revaluation
Share of other
Comprehensive
Income
Re-measurement
(Defined Benefit
Obligation)
Subsequent
Reclassification P&L
Exchange Difference on
Foreign Operations
Exchange Difference on
Foreign Operations
Fair Value
Gain on available
Asset Sale
Gain on hedging into
Cash Flow hedges
Earning Per Share
Basic
Continuing & Discontinued Operations
Diluted
Basic
Continuing Operations
Diluted
Equity Holders of the
holding company
Non-Controlling Interest
8. Finance - Balance Sheet
ASSETS
Property, Plant &
Equipment
Non-Current
ASSETS
Investment
Goodwill
Intangible Assets
Investments
Lease & Other Assets
Inventories
Current ASSETS
Trade & Other
Receivables
Finance Lease
Receivables
Customer Amount
Due
Lease & Other Assets
EQUITY
Capital & Share
Premiums
Capital & Reserves
Retained Earnings
LIABILITIES
Borrowings
Non-Current
LIABILITIES
Benefit Obligation
Deferred Tax
Provisions
Deferred Revenue
Other Liabilities
Trade & Other
Payables
Current LIABILITIES
Borrowings
Current Tax Liabilities
Provisions
Other Liabilities
Assets Held for Sales
(Liability association)
Investments in Joint
Venture
Deferred Tax Assets
Investments Property
Current Tax Assets
Cash & Bank
Balances
Held to Maturity
Investments
Issues Capital
Asset Revaluation
Reserve
Non-Controlling
Interest
9. Finance – Report Template
FDL
Viti foods
Common
Template
Changes in EquityWhy Data SourcesReport Title How oftenReport Description Issues Criticality Size Of
Report
Used By Format
10. Logistic Descriptive
Functional
Reports
MIS
Transactional
Reports
All the proper formatted
output with company
logo which can be used as a legal
document
Outbound
Logistic
All the internally use semi-formatted
report which describe the set of
function and movement
Purchasing Receiving
Master
Data Setup
All the unformatted row data reports
Which can be sued for analysing the
current status of the company
Data Gathering Template
Item
Receipting
Item
Transferring
Warehouse
Operation
11. Logistic – Master Data Setup
Item
Suppler
Service
Payment Terms
HS Code
UOM , UOM Control
Items Brand ,
Item Category
Customer Category
Payment Terms ,
Trade Terms
18. Logistic – Report Template
FDL
Viti foods
Common
Template
Changes in EquityWhy Data SourcesReport Title How oftenReport Description Issues Criticality Size Of
Report
Used By Format
19. Sales And Marketing Descriptive
Functional
Reports
MIS
Transactional
Reports
All the proper formatted
output with company
logo which can be used as a legal
document
All the internally use semi-formatted
report which describe the set of
function and movement
Product Customer Sales Force
All the unformatted row data reports
Which can be sued for analysing the
current status of the company
Data Gathering Template
Sales Marketing
23. Sales And Marketing – Sales Force
Sales Funnel
Opportunity
Wins
Sales
Revenue
Cost of Sales
Sales Volume
Upselling
Activity
Follow-up Rate
Lead Response Time
Sales Commission
Leads
24. Sales And Marketing – Marketing
Market
Trend
Market Risk
Market Share
Competitor
SWOT
Customer Feedback
Complexity Gap
Marketing Attribution
25. Manufacturing Descriptive
Functional
Reports
MIS
Transactional
Reports
All the proper formatted
output with company
logo which can be used as a legal
document
All the internally use semi-formatted
report which describe the set of
function and movement
Production Workforce
All the unformatted row data reports
Which can be sued for analysing the
current status of the company
Data Gathering Template
Material
27. Manufacturing – Production
Execution
Closing
Efficiency
Time Types Monitoring
Productivity
Finish Goods
Forecast Vs
Actual
Forecast Vs
Actual
Waste and
Variance
Labour Roster Update
Adjustment
Labour Pool
Machine
Shift
Excess Raw material
Production Planning
Demand
Process Order
Scheduling
Resource
Scheduling
Workforce
Machine
Work Center
Rework
29. Quality Assurance Descriptive
Functional
Reports
MIS
Transactional
Reports
All the proper formatted
output with company
logo which can be used as a legal
document
All the internally use semi-formatted
report which describe the set of
function and movement
Supply Chain QA Production QA
All the unformatted row data reports
Which can be sued for analysing the
current status of the company
Data Gathering Template
General QA Customer Feedback
30. Quality Assurance – General QA
QA Template and
Parameter
Identification
Monitoring Assurance
Action
Approval
Correction
Rejection
Exceptional
Non
Conformance
34. Bizzxe Analytics Predictive
1
Collect Data
4
ETL and Data
Warehousing
2
Ask a sharp
questions
No Yes
6
Data Visualization
3
Is target data
captured
5
Forecast Strengthening
Forecasting Philosophies
Machine Learning
5
Forecasting
38. Bizzxe Analytics – Ask Shape Questions Predictive
Vague Questions Sharp Questions
A Question can’t be answered with number or name
1 ) What is going to happen with my stock?
2 ) How can I increase my profit?
A Question can be answered with number or name
1 ) What will my stock’s sale price be next week?
2) How much capital do we need on hand to meet these
requirements?
3) Which car in my fleet is going to fail first?
41. Empowering for better
decision making
Risk Identification
Trend analysis for
setting up goals
Manufacturing
Opportunity Identification
Salsas And
Marketing
Finance
Logistics
42. Agenda
Discount targeting
•What is the probability of inducing the desired behavior
with a discount
Reactivation likelihood
•What is the reactivation likelihood for a given customer
•usage: online algorithm and static report
•competitions : Acquire Valued Shoppers
Challenge (evaluation: area under the ROC
curve) Predicting Red Hat Business Value (evaluation:
area under the ROC curve)
Marketing
Logistics
•Demand forecasting
• How many of what thing do you need and where
will we need them? (Enables lean inventory and
prevents out of stock situations.)
• revenue impact: supports growth and militates
against revenue leakage
• usage: online algorithm and static report
43. Introduction
Risk
•Credit risk
•Treasury or currency risk
• How much capital do we need on hand to meet
these requirements?
•Fraud detection
• predicting whether or not a transaction should be
blocked because it involves some kind of fraud (eg
credit card fraud)
•Accounts Payable Recovery
• Predicting the probably a liability can be recovered
given the characteristics of the borrower and the
loan
•Anti-money laundering
• Using machine learning and fuzzy matching to
detect transactions that contradict AML legislation
(such as the OFAC list)
58. Geographic
Behavioural
Priori Segmentation
Changes in EquityWhy Business ValuesDescription Data Sheet
Sales & Marketing – Customer – Customer Segmentation
Uses a classification scheme
based on publicly available
characteristics such as
industry and company size
To categorize the customers in to
widely known variable
or classification scheme
1) Can be developed quickly
and inexpensively
2) Show the basic categorization
of customers
Where your customers live dictates the
products and services that benefit
them the most
1) To identify the products and services
that benefit for individual customer
groups
2) To optimize the delivery pattern
3) To determine the salesforce strength
1) Product and service identification
2) Delivery pattern optimization
3) Salesforce management
4) Promotions management
Dividing consumers into groups according
to any of the following attributes
usage, loyalties, awareness, occasions,
knowledge, liking, and purchase patterns.
To Understand
Product usage
Purchasing pattern
Product awareness
1) Product and service
development Insight
2) Product campaign target
3) Price determination
4) Production insight
5) Delivery insight
RFM Segmentation
Recency – How long ago was last
purchase? (days) – Measured for
“As Of Date” of data set
Frequency – How many orders in analysis
period (2 ½ years) – Attempting to
measure engagement
Monetary – What is total $ value
of all orders in analysis period
To identify the best customers
1) Who are my best customers?
2) Which customers are at the verge
of churning?
3) Who has the potential to be
converted in more profitable customers?
4) Who are lost customers that you
don’t need to pay much attention to?
5) Which customers you must retain?
6) Who are your loyal customers?
7) Which group of customers is most
likely to respond to your current campaign?