#bhscsummit @bhsolutions Halo Business Intelligence Brandon Kirby Vice President Technology and...
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#bhscsummit@bhsolutions
Halo Business Intelligence
Brandon KirbyVice President Technology and Business DevelopmentHalo Business [email protected]
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Halo Supply Chain IntelligenceBrandon Kirby, Vice President
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Objectives
• Aggregate data from multiple systems • Legacy ERP CRM Spreadsheets
• Solve Data Quality Issues • USA or U.S.A or United States
• Self Serve Data Discovery & Dashboards • Predictive Analytics • Budgeting & Planning Solutions
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About Halo• Data Warehouse
Accelerator• Data Quality • Data Discovery • Predictive Analytics • Demand Forecasting
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Recent Awards & Applications
2015 Best Emerging Midmarket Solution
Big Innovation Award – Halo Span
Gartner MES Best Presentation
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Cost
Visibility
Resiliency
Reducing costs while maintaining customer
service levels
See end-to-end supply chain performance
Respond faster to potential disruption
Top three supply chain prioritiesWith the basics in place, we can address core business needs
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Cost Management
Visibility
Resiliency
Challenge
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Extract Data
Transform
Design
Model
AnalyzeERP
CRMCustom FilesSyndicated DataBig Data
Halo Source DataWarehouse
SalesInventoryFinanceQuote to Cash
Data Quality and PrepDemand ForecastingSupply Chain SegmentationPredictive Rick ModelingInventory/Channel Opt.
Reporting & AnalyticsExecutive VisualizationCollaborationWhat ifs & Write BackHybrid On-Premise /
SaaS
How Halo Works
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Capture/Analyze/Publish
Data prep and analysis in existing
analytic centers
Data and output combined to
identify EXCEPTIONS
EXCEPTION management
Blend/Synthesize
How Halo Works
S&OP
Sourcing
Assets Customer Management
Inventory
Plant
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Sales Analysis • Coverage
Analysis • Bookings • Customer
Service• Profitability • Backlog
Analysis• Returns
Financial Analysis • General Ledger • AR/AP• Balance Sheet• Income
Statement
Inventory Scorecards• Inventory Turns• Movement • Excess &
Shortage • AR Analysis
Production Planning BOM (Bill of Materials)Production OrdersPlanned OrdersForecast
Order Fulfillment Rejected Order Analysis Coverage Analysis Backlog Analysis Demand Variation Fill Rate Analysis Lead Time Analysis OTIF Analysis Shipment Analysis
Purchasing Analysis• Open Orders• Delivery Performance • Material Spend • Key Accounts• Lead-Time Analysis • Past Due Analysis • Workload Analysis • Purchase Price
Variance
MRP Trends• Purchase
Requisitions• Expedited Orders • Cancelled Orders • Current MRP
Snapshots• Deferred Orders
Supply Chain Metrics
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ETL SSIS Accelerators
Data Quality Solutions
Flexible SecurityPrebuilt Solutions NOT Cubes for ERP & SFDC
OLAP Wizard
Advanced Analytics
Microsoft basedEDW ready (Enterprise Data Warehouse)Any data source (including non SQL)SQL query builders (no DBA required)Parallel processingIncremental updates / CDCSlowly changing dimensionsSelf documentation
Customer / vendor address screeningDuplication monitoring
ERP / CRM basedActive directoryCloud based
Sales / revenue analyticsFinancials (GL / AR / AP)InventoryManufacturingSupplier scorecardProductionHRSalesForce.com CRM
Cubes by module or hyper cube
Back End: Halo SourceData Warehouse Accelerator
Predictive AnalyticsStatistical Analysis - Correlation- Regression
- Mean - Median- Standard Deviation
“What if” scenarios
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Any Data Source
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Dynamics AX2012 Integration• AX2012 Solutions
• AX Security
• AOT Integration
• Enums
• Alias / Friendly Labels
• References & Joins
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Scheduled E-mails with Alerts
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Supplier Portal Login as User
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Halo SPAN – Supplier Portal Admin
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Step 1 – Importing Supplier Admins
Extract User Base into CSV file
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Step 2Perform User Import
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Step 3Confirm Import Successful
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Step 4Login as User
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Halo Span – Supplier Landing Page
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Halo Predict
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• Holistic Platform – Designed and purposed built
• AX2012 & Microsoft CRM Prebuilt Industry Solutions
• One Vendor – 98% Customer Renewal Rate
• One User Interface
• Ad Hoc, Collaboration, Scorecards
• Structured Reporting & Dashboards
• Alerts
• On Premise or SaaS
• Integrated Budgeting & Planning
• Predictive Analytics & “What if Scenarios”
Halo BI – Things to considerSummary