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| Mr. Smith’s BI Success Story |
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| The SIMPLE, SMART & STRATEGIC Way to High Performance Analysis and Reports |
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Scenario: Mr Smith is a Sales Manager for a packaged food company – SmartFeast. Every week, he is required to submit weekly Sales Analysis report to the Sales Director, which contains a summary of the sales performance for the previous week with different time series parameters across product lines and sales channels. The document must include pre-defined corporate KPIs for the sales process – this is an important report and one that requires accurate creation within a short timescale.
In order to create the report, data is required from many sources (from sales teams across multiple geographic locations). Mr Smith needs to ensure the data coming from the field is accurate, received on time and is submitted in a suitable format. Once he has received and verified the data, he works with one of the team members from the IT team along with his own excel to prepare the report and presentation. The whole process is complex and stressful.
Mr Smith needs an intelligent solution that can provide him relevant information that is highly visual, up-to-date, personalized, secure and one that doesn’t make him dependent on IT personnel. ElegantJ BI will handle his data analysis issues, allow him to answer ad-hoc queries and aid him in report and dashboard creation - for intelligent and fast decision making.
Let’s take a look at the journey of Mr Smith from Non-Intelligent route to Intelligent route of Performance Analysis and Reports. |
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Mr Smith taking the NON-INTELLIGENT route |
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| Regular Affair |
Mr Smith spends a great deal of his week reconciling spreadsheets and performing manual data analysis to create his report. |
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| Data analysis is so tiring... I wish it were as easy as 123! |
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Mr Smith faces a number of issues while creating the report. |
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Data is in different formats (excel, CSV, database extraction and application exports). |
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Data is delayed - he constantly has to chase various teams and colleagues for the latest data |
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Limited time to validate the quality and accuracy of data. |
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Dependant on IT resources to consolidate all data into a report. |
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Creation of final report using graphs, tables and cross tabs. |
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In addition, Mr Smith is unable to answer questions on the fine detail of the data he may be asked during the presentation.
A recipe for disaster – a stressed worker and the business could be making decisions based on inaccurate information... |
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| I’m tired…..And I’m running out of time! |
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Mr. Smith is stressed. He isn’t sleeping and is increasingly staying late at the office to ensure his work is complete. This has a knock on effect to his family and social life. He can see no light at the end of the tunnel and is repeating the same task week in and week out... |
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| I’m stuck! |
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Mr. Smith overhears that a BI solution is coming... |
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The IT Department announces they are planning to purchase the latest BI software tools for the business that will generate reports quickly.
Initially, Mr Smith is delighted with the news but later discovers that the implementation process will take over a year – too long to wait for a solution to his issue of producing weekly sales performance reports. Later, he learns that the company is not purchasing it anymore, the reason being its hefty price and long implementation cycle!
..so back to the same routine of juggling with data... |
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| Oh! No! |
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Presentation to the Sales Director |
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Mr Smith has failed to produce an accurate Sales Performance Analysis Report for the weekly sales meeting. Due to lack of time, the information he has had to use within the report hasn’t been verified, the data isn’t presented in graphical format, and he hasn’t been able to review the data well enough to answer any queries the Sales Director may have. |
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| Sales Director: What are you showing me? Is this what you call a report? What is the cause of these low sales figures in the western region, and why is sales staff performance not in line with the region performance? Who is going to answer these questions? |
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| Mr Smith: I can get you the answers by the end of tomorrow. |
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Decisions affecting the business are delayed another day and the following week the same cycle continues... |
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| I need a miracle! |
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Mr Smith comes to know that his company is planning to purchase a state-of-the-art Corporate Performance Management and Business Intelligence suite - ElegantJ BI. This budget-friendly BI solution will be delivered on the company’s existing resources and that too in weeks, not months or years! |
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Mr Smith taking the INTELLIGENT route |
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| Regular Affair |
With minimal training and support Mr Smith is ready to use ElegantJ BI in a week’s time. He uploads the diverse data files from the sales teams and stock points. Within minutes he can start analysing the data and create his report through simple-to-use browser-based interface. |
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| Wow! Unbelievably fast! |
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Mr Smith can now by-pass the issues he faced when taking the non-intelligent route.
ElegantJ BI is populated with analytics, graphs and dashboards and Mr Smith does not have to consolidate the files from the various team members, nor is he required to analyse and verify the data and build reports. What he simply does now is to upload the latest files and ElegantJ BI will consolidate the latest data into the analytic objects, reports and dashboards. He can easily perform interactive analysis with slice-n-dice, drill-down and drill-through operations in both graphical and tabular forms.
Mr Smith’s weekly task has now been reduced to literally uploading the latest data and he can now concentrate on more value-added duties.
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| No problems anymore! |
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Mr. Smith is now able to focus his time on analysing the sales information, reviewing performance and developing strategies instead of spending a large percentage of his week producing reports for the Sales Director. His personal performance at work is improving and this too has a knock on effect with the business - he is creating an INTELLIGENT Difference! |
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| Eureka! |
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Mr. Smith is a power user now! He is already prepared with his analytics and performance matrices, and he can also answer any query in no time! Colleagues view Mr. Smith’s analysis and then perform their own slice n’ dice, drill down, and drill through for more productive discussions, and effective decisions for the team! |
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| I’m on cloud nine! |
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Mr Smith is able to produce the report in the presence of the sales team, impressing them with an interactive presentation showing the performance of SmartFeast. They are able to discuss and review the data, analyse and drill down to the detail to discover the root of any issues.
No more embarrassing excuses needed... |
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| Thank you ElegantJ BI! |
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Mr Smith’s boss is very happy |
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| Sales Director: I need the sales reports every Monday morning direct to my inbox |
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| Mr Smith: Of course, consider it done. |
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Our Intelligent Mr Smith can configure Delivery and Publishing scheduler to generate a PDF of the report to be emailed to the Sales Director each Monday at 7.00am. There is no need for Mr Smith to monitor or manually send reports to the Sales Director now.
Mr Smith is a happy, satisfied ElegantJ BI user who earns reputation and success in his company.
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| I got promotion! |
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Take a comparative look at the Traditional Approach and the Modern BI Approach to data analytics and reporting, and realize the benefits of Business Intelligence over report writers and spreadsheets.
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