Deloitte Managed Analytics App catalog

Deloitte Managed Analytics (DMA)

Application Catalog

Deloitte Analytics LLC

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Managed analytic applications

Deloitte Managed Analytics (DMA) solutions are designed to help businesses to discover various insights within weeks,

instead of years of costly business analysis and technology investments. By implementing business analytics through a

cloud-based, on-demand delivery model, our clients can start analyzing key performance indicators and metrics more

expeditiously. Our turnkey analytic applications are composed of dozens of interactive reports, dashboards, and

scorecards with underlying multiple-source data integration and data warehousing for SAP and other enterprise

application data delivered over the web, for a fixed monthly fee.

The DMA portfolio of managed analytics includes:

Sales and gross margin performance

Supplier evaluation

Customer and product profitability

Inventory performance

Customer experience

Transportation cost

Aftermarket services revenue growth

Transportation contract compliance

Services operations and warranty

This Application Catalog provides detailed descriptions of the DMA managed analytic applications, including sample

screenshots of several reports, scorecards and dashboards. If you would like to try live versions of these applications,

please visit www.deloitte.com/us/datademos and take the Test Drive.


Sales & Gross Margin Analysis

Enterprise Resource Planning Systems (ERP) are useful for planning and executing transactions, but these systems

may not be optimal for the in-depth reporting and analysis activities needed to identify opportunities to improve gross

margins, to identify poorly performing product lines regions or business units, to understand revenue drivers, to gain

insight into customer-buying trends, or to monitor ongoing performance. The DMA Sales & Gross Margin Performance

Analysis application integrates revenue data and detailed cost of goods sold data from multiple source systems and

presents it to users, over the web, via interactive reporting dashboards and scorecards. The following are

representative insights, related metrics, and key performance indications that can be provided by DMA; however, this

list is not all-inclusive and not every client will experience the same results.

Insights in action Metrics and key performance indicators

See revenue trends in product lines, customers,

business units, and regions as early indicators of

under/over performance

Identify revenue performance against plan and prior

period to focus resources on underperforming areas

Identify over-performing business units, market

segmetns and customers to mine for best practices for

use in other areas of the business

Analyze profitability and costs to find high and low-

performing customers, products, channels, and

regions

Identify sales teams that are optimizing sales volume

and higher-than-average selling prices

Average selling price – current versus prior

Gross sales

Net sales

Gross margin – amount and percentage

Discounting – amounts and percentage

Forecast sales

Plan and forecast variance

Year-to-year variance

Backlog units and dollar amounts

Cost of goods sold total, material, labor

Reports and scorecards

Sales & Gross Margin Analysis

Bookings and Backlog Analysis

Revenue Trending

At-Risk Product Lines and Regions

Revenue Actual versus Plan and Forecast

Revenue and Profitability Scorecard


Sales & Gross Margin Analysis application screenshots

The Sales & Gross Margin Analysis report. Users can view, drill-down, print (PDF) and export (XLS) data.

The Sales & Gross Margin Analysis report shows users their drill-down path on the current report view.

The Sales & Gross Margin Analysis report is used to display key summary metrics and interactive charts to provide insight.


Each report allows users to analyze data by multiple business dimensions.

The Revenue Trending report

A few DMA Revenue Trending charts


DMA Sales & Profitability Scorecards. DMA scorecards are designed to provide insight and analysis via rich visualizations and interactive graphics.

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The Sales & Gross Margin Performance Scorecard facilitates analysis of sales performance by many dimensions, including region, sales

representative, or product.

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The Sales & Gross Margin Performance Ad Hoc Analysis facilitates an exploratory analysis of sales and margin performance.

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Customer and Product Profitability Analysis

While it is often clear what revenue each customer or product generates, it is typically not clear what costs the

organization incurs to serve each customer or to produce, promote, sell, and distribute each product. As a result,

companies sometimes struggle to rationalize products, select distribution channels, improve their product mix, or

prioritize customer relationship-building activities. The DMA Customer and Product Profitability Analysis application

integrates product and customer-related revenue data and detailed cost data from multiple source systems and





Identify which products, customers or channels have

the highest and lowest operating margin

Identify revenue trends as an early indicator for

product threats, under-performance, or over-

performance

Rationalize products, customers, sales teams,

markets, and distribution methods based on detailed

activity-based costs and net profit

Identify low-margin customers and adjust the product

mix and service levels to drive improvements

Identify operating cost levers and overall impact to

business profitability

Gross sales by multiple dimensions (customers,

products, regions, distribution type, etc.)

Net sales

Gross and net margin – amount and percentage

Discounting – amounts and percentage

Supply chain-related costs: ordering, fulfillment,

warehouse, transportation, etc.

Inventory value

Selling and promotions costs

Product cost of goods sold

Customer service levels: order fill rate, on-time

delivery, etc.


Total Cost to Serve Analysis

Customer and Product Profitability

Customer and Product Profit Map

Profit Segmentation Map

Lowest Profit Customers

Profitability Scorecard

Cost to Serve Scorecard


Customer and Product Profitability Analysis application screenshots

Total Cost to Serve multidimensional, drillable report

The Customer Profitability Scorecard supports the analysis of customer performance relative to other customers, plan, products, etc.

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The Profit Segmentation Map is designed to help clients in their efforts to more easily segment products, regions, and customers to determine which

are the most and least profitable.

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Customer Experience Analysis

Having a 360-degree view of customers can drive increased efficiency, help focus actions, and ultimately can drive

revenue and customer satisfaction. The DMA Customer Experience Analysis application is designed to provide

companies with a single view of their customers across multiple dimensions, including historical financial performance,

forecast pipeline revenue, operational performance, customer satisfaction, and several others. It integrates data for

cost, revenue, service delivery metrics, and customer feedback from multiple source systems and presents it to users,

over the web, via interactive reporting dashboards and scorecards. The following are representative insights, related

metrics, and key performance indications that can be provided by DMA; however, this list is not all-inclusive and not

every client will experience the same results.


Review historical customer spend, determine

readiness to serve customer needs, measure

customer satisfaction, gain insights into customer

buying trends

Identify customers with the highest revenue potential

Focus on identifying cross-selling and up-selling

opportunities

Understand customer sentiment and target at-risk

customers for targeted problem resolution

Provide sales teams with the insight to focus the right

sales approaches on the right customers

Visualize performance of segments and regions down

to the individual customer level

Total sales revenue and units

Year-to-year revenue growth

Pipeline units and sales

Pipeline revenue and forecast

Invoice accuracy

On-time delivery

Order fill rate

Service events, response and resolution times

operational index

Net promoter score and other customer satisfaction

scoring


Customer Experience

Customer Satisfaction Analysis

Operational Performance Index

At-Risk Customers

Revenue Growth and Pipeline

Customer Scorecard


Customer Experience Analysis application screenshots

The Customer Health Scorecard provides instant feedback on customer satisfaction trends.

Interactive visualizations of new and lost account data by multiple dimensions

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The Customer Experience Analysis Application analyzes customer service levels, revenue, and satisfaction.

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Supplier Evaluation Analysis

Making intelligent purchasing decisions can be crucial as procurement can account for more than 50% of a company’s

base costs. Effective supplier coordination and supplier alliances can have an immediate and compelling impact on

your product, costs, and customer satisfaction levels. The DMA Supplier Evaluation Analysis application integrates

procurement and other supply chain data from multiple source systems and presents it to users, over the web, via

interactive reporting dashboards and scorecards. The following are representative insights, related metrics, and key

performance indications that can be provided by DMA; however, this list is not all-inclusive and not every client will

experience the same results.


Identify savings opportunities and prioritize projects to

maximize savings

Monitor and enforce compliance procurement

strategies

Perform supplier cost-variance analysis

Determine year-over-year supplier cost productivity

Comprehensively rank key suppliers on critical

criteria, such as cost compliance, on-time delivery,

item fill rate, order lead time, quality defects and other

business-relevant parameters

Share online scorecards with suppliers to electively

monitor and help improve key supplier metrics

Provide access to key performance information to

allow collaboration with customers, suppliers, and

third-party service providers

Total spend

Number of items purchased

Number open and closed purchase orders

Number of items received

Average item cost

Supplier defect rate percentage

Supplier on-time delivery percentage

Supplier invoice accuracy percentage

Supplier inventory on hand

Supplier purchase price variance

Item substitutions

Overall supplier score and rank


Supplier Evaluation

Purchase Price Variance (PPV)

Supplier Cost Productivity

Supplier Scorecard


Sourcing and Suppliers Analysis application screenshots

The multidimensional and drillable Purchase Price Variance (PPV) report

The Supplier Evaluation report with performance charts and key metrics data displayed.

The Purchase Order Status report with ad hoc reporting capabilities

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The Supplier Scorecard shows overall performance across the enterprise and operational metrics for individual suppliers.

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Inventory Performance Analysis

Inventory management continues to be a target for strategic efforts to improve cash and working capital. Companies

which are successful in implementing inventory management transformation plans are better equipped to minimize

inventory without affecting customer service. Our solution integrates inventory data from multiple source systems, such

as ERPs, demand planning systems, forecasting systems, etc., and presents it to users, over the web, via interactive

reporting dashboards and scorecards. The following are representative insights, related metrics, and key performance

indications that can be provided by DMA; however, this list is not all-inclusive and not every client will experience the

same results.


Identify items at risk of a stock out or of having excess

inventory

Share real-time inventory data with your suppliers and

customers

Evaluate and balance working capital with service

levels (order fill rate, on-time delivery) using DMA’s

Inventory Management Index

Create an inventory Pareto analysis of time supply

Shift excess inventory or critical parts to other

locations at risk of backorders

Project future inventory valuations and changes

Measure and evaluate buyer performance

Units on hand

Cost of inventory

Months or days of supply

Inventory turns

Released and planned orders

Safety stock

Target stocking level (TSL) and variance to TSL

Order fill rate

Number of backordered units

Age of inventory

Order arrival times

Number of products out of stock

Percent of obsolete units on-hand

Items at risk of a stockout

Items at risk of excess inventory


Inventory Analysis

Inventory Timeline

Out of Stock

Inventory Histogram

Inventory Buyer Performance

Top Item Excesses

Inventory Scorecard


Sourcing and Suppliers Analysis application screenshots…

The DMA Inventory Analysis report with key metrics displayed.

Inventory Analysis charts

Inventory Timeline report with charts and several key metrics displayed.


The Out of Stock Parts report with several key metrics displayed.

The Inventory Management Scorecards are designed to provide insight into inventory performance by products or by planners.

The Inventory Management Scorecard also supports “what-if” analysis of inventory performance.

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The DMA Inventory Analysis ad hoc reporting tool

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Transportation Cost Analysis

Real-time visibility into transportation operations and costs can allow companies to more effectively manage and

streamline this important piece of their supply chain. Our solution integrates transportation data from multiple source

systems and presents it, over the web, via interactive reporting dashboards and scorecards, providing visibility into

operations, costs, carrier performance, and their impacts on customer satisfaction. The following are representative

insights, related metrics, and key performance indications that can be provided by DMA; however, this list is not all-

inclusive and not every client will experience the same results.


Examine line haul costs and accessorial charges by

lane, carrier, or ordering customer to identify patterns

of waste or poor practices

Review year over year transportation cost productivity

for carriers, lanes, modes, item categories, ship to

locations, etc

View asset utilization, load balance, and trailer

capacity utilization with detailed data, including

shipment-specific information

Perform root cause analysis of variances

Improve trailer utilization by preempting less than full

truckloads or carloads

View actual delivery time, and compare it directly with

customer request dates, as well as appointment

schedules to have a full circle view of customer

service

Total shipped orders, cases, weight, miles

Total cost per case, per CWT, per mile

Percentage of trailers under capacity

Line haul cost

Accessorial charge details (fuel surcharges,

insurance, excess miles, unloading)

On-time delivery percentage


Transportation Cost Analysis

Transportation Cost Period versus Period

Accessorial Charge Detail

Capacity Utilization

Load Leveling

On-Time Carrier Performance

Top Cost Carrier Accessorial Charges

Transportation Scorecard


Transportation Analysis application screenshots

The Transportation Cost Analysis report can enable interactive analysis of transportation cost details.

The Capacity Utilization report


The Load Leveling by Case report

The On-Time Shipping report with key metrics displayed.


The Transportation Scorecards features interactive visualizations to facilitate high-level or low-level views of transportation costs.

The Transportation Analysis ad hoc reporting capability

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Transportation Contract Compliance Analysis

The DMA Transportation Contract Compliance Analysis application is designed to reveal spend performance across

multiple dimensions, including vendors, carriers, lanes, origination and destination locations, customers, etc. With so

many supply chain partners operating in dynamic environments, compliance visibility can be challenging. For example,

the DMA solution can help identify aggregate contract spend variances and the underlying influences exerted by load

changes, contract carrier overcharges, the use of noncompliant carriers, or expediting charges. By highlighting

variations from budgeted and modeled sourcing events, DMA can save businesses time and effort needed to manually

research contract compliance, helps identify overcharges, and highlights and reduces contract leakage to the annual

budget. The following are representative insights, related metrics, and key performance indications that can be

provided by DMA; however, this list is not all-inclusive and not every client will experience the same results.


Analyze how much “leakage” was incurred from rate

variances, volume variances, and unapproved carrier

variances

Identify which carriers overcharged most frequently

Determine which loads, which lanes, and what “ship

from” locations provide cost-out opportunities

Analyze what impact is unexpected expending and

accessorial charges having on the spend profile and

which planners and shippers have the highest

contract variance

Examine if the company is realizing the projected

savings from improved e-sourcing events

Actual transportation spend

Budgeted transportation spend

Total spend variance

Rate cost variance

Load cost variance

Carrier cost variance

Carrier percentage of noncompliance

Actual and historic miles, loads, L/H cost, fuel cost,

and accessorial charges


Contract Variance Analysis

Actual versus Historic Analysis

Period versus Period Spend Analysis

Unapproved Carrier Variance by Lane

Approved Carrier Rate Overcharges

Contract Compliance Scorecard


Transportation Analysis application screenshots

The Transportation Contract Variance Analysis report

Evaluate period versus period spending and variance analysis by multiple dimensions

The Contract Compliance Scorecard facilitates enterprise-wide variance analysis by business unit, carrier, lanes, and shows most and least

compliant carriers.

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Aftermarket Services Revenue Growth Analysis

Data-driven analysis is strategically important for companies that offer aftermarket services. Insight into services

performance can help them in their efforts to make more effective strategic decisions in areas, such as services

profitability, service growth opportunities, new service offerings development, services delivery performance, and

customer satisfaction levels. The DMA Aftermarket Services Revenue Growth Analysis application integrates services

data from multiple source systems and presents it to users, over the web, via interactive reporting dashboards and

scorecards. The following are representative insights, related metrics, and key performance indications that can be

provided by DMA; however, this list is not all-inclusive and not every client will experience the same results.


See services revenue and margin performance across

regions, offerings, customers, segments, equipment

types, service event types, and contract types

Identify opportunities to sell more service agreements

with longer coverage periods

Analyze the adjusted margins accounting for global

agreements, warranty expense, concessions,

discounting, and regional differences

Evaluate installed base growth and service sales

account penetration

Determine warranty conversion and long-term service

agreement coverage

Service revenue

Service gross margin

Revenue and margin variance to plan

Percentage of service agreement coverage

Service agreement revenue

T&M contract profitability

Number of new service offerings

Service offering adoption rate

Number new service accounts

Installed unit growth


Service Revenue and Margin Performance

Account Visibility and Performance

Service Contract Coverage

Installed Base Growth

Warranty Conversion Rate

Services Growth Scorecard


Aftermarket Services Revenue Growth Analysis application screenshots

The Account Visibility & Performance report and charts

The Services Performance dashboard charts

The Services Contract Coverage report


Services Operations and Warranty Analysis

Improving product quality and providing excellent customer service can be made easier and more effective with good

business intelligence. A feedback loop that identifies the cause, cost, and resolution of service and warranty events

can allow a company to not only improve responses to customer services needs, but also use services data to improve

product quality. DMA Services Operations and Warranty integrates services data from multiple source systems and





Identify the underlying causes for the costliest types of

service calls, so the cause can be addressed

Understand equipment and part reliability

performance (MTBF)

Analyze new equipment installation performance and

costs

Understand how product quality affects profitability via

warranty cost metrics

Prioritize resources through Pareto analysis of top

event and cost drivers

Gain visibility to equipment performance and

operations, such as parts fulfillment, field, repair

center, tech support, and call center. Use the

information to leverage benchmarking and discover

leading practices

Improve account team performance, customer

communication, and satisfaction

Installed base units

Installation performance

Time and materials service events, revenue, costs

Long-term contract service events, revenue, costs

Warranty service events, cost

Warranty costs as a percentage of product sales

Warranty costs variance to budget

Equipment mean time before failure (MTBF)

Number of escalated accounts

Service call resolution rate

Customer satisfaction score

Average service call resolution time


Operations Performance

Warranty Analysis

Reliability Analysis (MTBF)

Escalation and Customer Complaint Resolution

Asset Maintenance Analysis

Services Scorecard


Services Operations and Warranty Analysis application screenshot

The Services Management Scorecard highlights service events, cost, resolution by product, customer, and other dimensions.

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The DMA managed analytic platform: data integration, data warehousing, and data security

DMA managed analytic applications are built on a broad data integration and data warehousing platform.

DMA Solution highlights include:

Analytics delivered on demand –

The DMA solution offers an

economical path to effective

insights. The solution typically

deploys in about eight weeks for a

fraction of the cost of traditional BI

projects and without affecting your

company’s data center.

Multisource data integration –

The DMA solution features

patented data discovery and

mapping technology, which can

reduce the need for months of

extract, transform, and load (ETL)

development costs and risks.

Prebuilt connectivity to SAP and

other enterprise applications – The DMA solution is one of the only managed analytics solutions available

with built-in SAP connectivity. Our solution can extract data from SAP ERP and SAP CRM instances, even

those that have been highly customized, and transport it into the solution’s cloud-based data warehouse. Data

is pushed into the solution; no inbound network paths are required. The solution can also integrate data from

other enterprise data sources in a similar manner.

Scalable data warehouse – The DMA solution is built on top of a cloud-based data warehouse, running 24x7

and hosted in a top-tier data center. Data is stored in “single-tenant” databases, meaning that data from

different customers never resides within the same database instance. This provides customers with enhanced,

auditable security, and application performance benefits.

Stringent security – The DMA solution has achieved compliance with rigorous customer reviews. Role-based

security can be implemented at multiple levels, including business unit, division, product, and individual. Based

on the authenticated user identity, security is applied at the following levels: website, specific solution instances,

business specific (division/business unit specific), individual reports, and data items within reports.

Report quality alerts – The DMA solution automatically alerts users, in real time, if the report they are currently

viewing has become outdated by new data that has just been loaded into the data warehouse.

Support for global deployment – The DMA solution supports multinational character sets for analyzing

international data and provides 24x7 uptime for nonstop “follow-the-sun” availability.

Multi-Source

Data Warehouse

Data Integration

MarketingSales

Operations SAP R/3SAP BW

SCM SpreadsheetsSimple

RDB

3rd Party

Data

Alerts Executive

Dashboards

Interactive, What-If

Dashboards

Exception Reports

Multi-Dimensional Reports Formatted Reports Ad Hoc Reports

Enterprise SystemsDepartmental Sources Other Data Sources

For more information, please contact:

Rich Cohen Steve Morandi Dan Spillett Principal Deloitte Managed Analytics Deloitte Managed Analytics Deloitte Consulting LLP +1 781-810-2508 201-736-7509 +1 215-446-3435 [email protected] [email protected] [email protected]

This publication contains general information only and is based on the experiences and research of Deloitte practitioners. Deloitte is not, by means of this publication, rendering business, financial, investment, or other professional advice or services. This publication is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making any decision or taking any action that may affect your business, you should consult a qualified professional advisor. Deloitte, its affiliates, and related entities shall not be responsible for any loss sustained by any person who relies on this publication.

As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Copyright © 2011 Deloitte Development LLC. All rights reserved.

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