BI Forum 2009 - Business Intelligence use cases in France, Retail and Communications

CONFIDENTIALThe Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any

Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.11

BUSINESS INTELLIGENCE WITH MICROSTRATEGY

Business Intelligence use

cases in Finance, Retail

and Communications

Jürgen Löffelsender, Sales Director Distribution EMEA



Business Intelligence Continues to Be a Top Business Investment Priority

Figure I: Technologies That Will Have the Greatest Impact on Business over the Next Two to Five Years



The BI Platform is the Key Component of a Business Intelligence System

Business Intelligence Platform

ReportingDash-

boards

OLAP

Analysis

Advanced

AnalysisAlerting

Custom BI Applications

Operations Analysis• Productivity Reporting

• HR Reporting

• Web Commerce Analysis

Supply Chain Management• Inventory Analysis

• Fulfillment Analysis

• Distribution Cost Analysis

Financial Reporting Analysis• P&L Reporting

• Profitability Analysis

• Financial Compliance Analysis

Customer Analysis• Customer Segmentation

• Customer Profitability

• Cross-sell / Up-sell

Risk Analysis• Risk Management

• Portfolio Risk Analysis

• Fraud Detection

Sales Analysis• Store / Geographic Analysis

• Sales Pipeline Reporting

• Sales Perf. / Quota Reporting

Vendor Performance Analysis• Service Level Agreement

• Chargeback Analysis

• Relative Sales Analysis

Product Management• Product Performance Analysis

• Market Basket Analysis

• Category Management

Data Warehouses and

Operational Systems

ERP

Systems

CRM

Systems

Web

Systems

Data

Warehouse

Data

Marts

BI Applications



Campaign Analysis

Channel Efficiency

Cross Sell Analysis

Customer Analysis

Customer Loyalty Analysis

Market Basket Analysis

Marketing Segmentation

Product Management

Product Profitability Analysis

Up Sell Analysis

Web Traffic Analysis

Branch Office Scorecards

Call Center Management

Channel Management

Commission Reporting

Customer Statements

Financial Reporting

Swap Mark to Markets

Trade Confirmations

Trade Floor Reporting

Trade Settlement Alerts

Wire Transfer Alerts

Client Loyalty Analysis

FAS 133 Analysis

Financial / P&L Reporting

Hedge Slippage Alerts

Market Data Analysis

Portfolio Analysis

Position Reporting

Refinance Risk Analysis

Research Distribution


Transaction Volume Analysis

Claims Analysis

Credit Risk Management

Customer Risk Scoring

Exceptions Risk Mgmt

Exposure Reporting

Fraud Risk Management

Hedge Slippage Alerts

Index Performance Alerts

Prepayment Risk

Underwriting Scorecards

Value At Risk Analysis

Asset Management

Confirmation Alerts

Customer Alerts

Customer Profitability Analysis

Customer Statements

Portfolio Analysis

Portfolio Risk Analysis

Product Introduction

Research Distribution

Tax Notification

What-if Analysis

MicroStrategy Customer Applications in Financial Services and Banking

Fraud Profiling and Risk

AnalysisAdvisory Services

Financial Analysis and

Compliance

OperationsMarketing Sales and Trading

Budget Variance Analysis

Compliance Alerting

Cost Analysis

FAS 133 Analysis

Loan Analysis

Margin Analysis

P&L Reporting

Portfolio Analysis

Revenue Reporting

Taxes


“We selected MicroStrategy over

competing products because of its

outstanding scalability for large numbers

of users and its superior capability to

generate user-friendly reports with highly

detailed analysis of granular-level data.

MicroStrategy is instrumental to our

strategy to bring end users closer to the

information they require.”

Gus Tepper, Vice President of Software

Development, Interactive Division,

First American Corporation

“After evaluating other BI solutions, the

Banco de España selected MicroStrategy

to meet our complex business

requirements. The MicroStrategy

platform‟s ease-of-use, unparalleled

scalability, robust analytics and superior

flexibility enable our employees to run

sophisticated yet intuitive reports against

large volumes of data.”

- Carlos Sainz, Head of the New

Technologies Division, Banco de España

CONFIDENTIALThe Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This

Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any

Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.5

Most frequently deployed areas in Financial Services

• Basel I and Basel II compliance• Risk Analysis• AML• Market operations• Marketing• HR• Branch• Sales

Risk Controlling Analysis

Money Market Analysis

Inter-finance Analysis

Risk analysis

Basel I and Basel II compliance

Market analysis and demographics

Global risk platform

Branch / customer analytics

• Large data volumes• Granular analysis• User self service• On going costs – maintenance /

operations

http://www.bnpparibas.com/




Card issuance

Monitor settlement activities

Fraud

Biggest VISA card issuer in United States

Member banks can look at marketing & sales

by secure intranet

Market analysis and demographics

Global Interbank settlements platform

Currency and market modelling

Global analysis platform

Market analysis

100 Users 1,000 Users 20,000 Users10,000 Users

Department Division Enterprise Extranet

100,000+ Users

http://www.citibank.co.uk/index.htm?source=3469



Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

Industry: Financial Services

Solutions Map

Shared Services

Compliance and Audit

Accounting and Finance

Technology OperationsInfrastructure

Support

Enterprise Services

Global Financial Markets Trading

Asset Liability Management

Risk ManagementCustomer

Relationship Management

Capital Markets

Other Credit

Non-depository Credit Institutions

Underwriting and Structured Finance

Trading & Sales

Asset Management & Servicing

Global Asset Reporting

Asset / Investment Management

Wealth Management

Deposit Analytics

Asset Issuer Services

Asset Owner Services

Investment Products

Investment Analytics

Commercial

Middle Market Lending

Client Management & Sales

Non-credit Products

Credit Risk Analysis

Retail

Private Banking

Credit Card

Mortgage Lending

Branch Banking



Industry Solution Maps

Airlines

Communications

Education

Energy & Utilities

Financial Services

Gaming

Government

Healthcare

Hospitality

Insurance

Manufacturing

Media & Entertainment

Pharmaceuticals

Retail

Transportation & Logistics




Asset / Investment Management

• Management of collective investment vehicles (performance analytics)

• Management of investors (reporting, analytics, performance)

• Customer communications (reporting and analytics)

Investment Products

• Creation of investment products (reporting, analytics, pricing, valuations)

• Customer communications (reporting and analytics)


• Services management (custody, lending, execution, collateral, valuations)

• Customer management (profitability, retention, cross selling)

• Customer communications (reporting, analytics, valuations)


• Services management (trustee, depositary, agent, corporate actions)

• Issuer customer communications (call center, dividends, escheatment)

• Customer management (reporting, analytics, valuations, activity)


• AUM and AUC calculation and reporting (country, custodian, customer)

• Country reporting and analytics (profitability, custodian, fx)

Operational Risk

• Management reporting and analysis (minimizing loss from errors)

• Regular reporting for multiple constituents (audit, management, customers)

Investment / Deposit Analytics

• Reporting and monitoring of value added from investments and deposits

• Customer management (profitability, risk, collateral)

• Operational management (deposit levels, investment returns)

Industry: Financial Services

Business Area: Asset Management & ServicingCONFIDENTIALThe Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any


Telecommunications Industry Solutions Map

Finance & Operations

Product Cost Asset AnalysisProject

PerformanceSubsidy Risk Assurance & Fraud

Network

Quality of ServiceCapacity & Utilization

Network Investment & SLA

Service Analysis

Customer Value

Advertising

Profiling and

Measurement

Break-even & Price Tiering

AMPU & CLV

Marketing

Offer Management

Pricing & Competition

Campaign

Optimization

Non-Voice Services

Loyalty & Value Management

Customer Behavior

TouchpointAnalysis

Web & WAP Click Analysis

Customer Service

Extranet & Internet Portals

CSR Intelligence

Service Segments

Call Center

Performance

Sales

Corporate Customer

Retail & Stock

Analysis

Channel Analysis

Sales Analysis

CONFIDENTIALThe Inform ation Contained In Thi s Presentat ion Is Conf idential A nd Proprietary To Mi croStrategy. The Reci pient Of This Docum ent A grees That They W ill Not Di sc lose I ts Contents To Any Third P arty Or Otherw ise Use This P resentation For A ny Purpose O ther Than An Evaluati on Of M icroStrategy 's Busi ness Or Its Of fer i ngs. Reproduction or D is tribution Is Prohi bi ted.1


Airlines

Communications

Education

Energy & Utilities

Financial Services

Gaming

Government

Healthcare

Hospitality

Insurance

Manufacturing


Pharmaceuticals

Retail




Industry: Telecommunications



Industry: Telecommunications

Solutions Map

Finance & Operations

Product Cost Asset AnalysisProject

PerformanceSubsidy Risk Assurance & Fraud

Network

Quality of ServiceCapacity & Utilization

Network Investment & SLA

Service Analysis

Customer Value

Advertising

Profiling and

Measurement

Break-even & Price Tiering

AMPU & CLV

Marketing

Offer Management

Pricing & Competition

Campaign

Optimization

Non-Voice Services

Loyalty & Value Management

Customer Behavior

Touch Point Analysis

Web & WAP Click Analysis

Customer Service

Extranet & Internet Portals

CSR Intelligence

Service Segments

Call Center

Performance

Sales

Corporate Customer

Retail & Stock

Analysis

Channel Analysis

Sales Analysis

CONFIDENTIALThe Inform ation Contained In Thi s Presentat ion Is Conf idential A nd Proprietary To Mi croStrategy. The Reci pient Of This Docum ent A grees That They W ill Not Di sc lose I ts Contents To Any Third P arty Or Otherw ise Use This P resentation For A ny Purpose O ther Than An Evaluati on Of M icroStrategy 's Busi ness Or Its Offer i ngs. Reproduction or D is tribution Is Prohi bi ted.1


Airlines

Communications

Education

Energy & Utilities

Financial Services

Gaming

Government

Healthcare

Hospitality

Insurance

Manufacturing


Pharmaceuticals

Retail


Telecommunications Solutions Map

Telecommunications Industry Themes

Value Proposition of BI for the Telecommunications Industry

Unique Selling Points of MicroStrategy for the Telecommunications Industry

Value Proposition

Unique Selling Points

Key Industry Themes




Airlines

Communications

Education

Energy & Utilities

Financial Services

Gaming

Government

Healthcare

Hospitality

Insurance

Manufacturing


Pharmaceuticals

Retail


Asset Management & Servicing


Asset / Investment

Management

Wealth Management

Deposit Analytics



Investment Products

Investment Analytics



Demonstration: Finance dashboard


Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

Merchandise Planning

Retail Solution Map

Corporate Support

Real Estate Human Resources Accounting

Operational Support

Supply ChainVendor

Performance

Store Operations Reporting

KPI’s and Performance Management

Corporate Financial Performance

Marketing / CRM

Campaign Management

Market Analytics

Promotion / Advertising

Effectiveness

Customer Loyalty

Lifetime Value Analysis

Cross Channel Marketing

Sales Planning and Forecasting

Assortment Planning

Promotion Planning

Pricing

Sales and Inventory Analytics

Market Basket

Store Productivity Analysis

Distribution / Logistics

Loss Prevention

Vendor Extranet

EIS/MIS

Corporate Performance Management

Enterprise Risk Management

Financial Reporting

Planning and Budgeting

SOX Compliance Analysis

Process Monitoring

Mark Down/Waste Management

Out of Shelf Alert



Perspectives, the Targets and the KPI’s

Targets are only to be defined in numbers,

To ensure, it will be measureable!

Targets can be

based on objective KPI„STargets can be

based on subjective KPI„S

Sales/ Sales(Unit) / Revenue / Accuracy ….. Fairness/ Contract negotiations / Flexibility / Keeping of engagements

Subjective Qualifying and Weightings deliver a general opinion, that does reflect the actual quality

of the collaboration(in this case reg. the supplier) as well as a trend for a better or worse quality.

Even if a supplier does have from an objective point of view a good reputation, based on the

subjective qualification the contacts can be qualified badly, which can influence the collaboration

foreseeable. Those are indices to secure in time a good collaboration by e.g. exchanging contacts

on the supplier-side as well as on the retails-side.



Example of KPI’s definitions for a Store performance scorecard:

Store perfor-mance

Customer

•No. of Market Baskets

•MKB Value on average

•MKB Sales Unit on average

•No. of Returns

Employee

•Out of Shelf Situations

•Skill Enhancement

•Complaints

•Quota of Illness

Processes

•Out of Stock's

•Order Quality

•Waste/shrinkage

•No. of subsequent Deliveries

Finance:

•Mark Downs

•Sales

•HR Costs

•Share of Fulltime/Part-time



Balanced Scorecard in Retail

Retailer – Scorecard:

5 instead of 4 Dimension

Customer / Process / Employee / Finance / Image

Typical KPI‟s:

- Sales

- Unit Sales

- Product Availability (Shelf / Stock)

- Complaints

- Image by store

- Fairness

- Waste

-.....



Demonstration: Retail Dashboard



Government - Budget Challenges

15



Changing Directions

16

The State of Tennessee Uses MicroStrategy to Reduce

Costs and Save Time Across Several Departments

• State decision makers are more confident in making

decisions on how best to spend and manage the State’s

financial resources.

• MicroStrategy analytics allow the State of Tennessee to

save hundreds of hours preparing and tracking budgets,

reduce auditing costs, identify accounting errors, and

ensure data integrity across departments and projects.



Demonstration: Government Dashboard



MicroStrategy Company Overview

Atlanta

Boston

Charlotte

Chicago

Dallas

Denver

Los Angeles

Montreal

New York

San Francisco

Buenos Aires

Mexico City

Monterrey

Sao Paulo

Barcelona

Brussels

Cologne

Copenhagen

Frankfurt

Johannesburg

Lisbon

London

Madrid

Milan

Munich

Paris

Rome

Stockholm

Utrecht

Melbourne

Seoul

Singapore

Sydney

Tokyo

Seattle

Tampa

Toronto

Washington

Vienna

Warsaw

Zurich

• Founded in 1989

• Largest independent public BI vendor (NASDAQ: MSTR)

• In the Gartner “Leader Quadrant” for BI Platforms

• Selected by Forbes as one of the 200 Best Small Companies in 2007

• Over 1 million business users at over 3,000 organizations

• Direct operations in 41 cities in 23 countries across the world

• Over 1,600 employees worldwide; 20% are dedicated to R&D

• $363M in FY2008 Revenue, 21 consecutive quarters of YOY revenue growth

• Over 50 patents pending or issued for MicroStrategy software



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BI Forum 2009 - Business Intelligence use cases in France, Retail and Communications

Technology

Transcript of BI Forum 2009 - Business Intelligence use cases in France, Retail and Communications