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BUSINESSINELLIGENZE: COMPANY & PRODUCT INFORMATION.




For: CLIENT NAME                                        Conducted by: Rahul Sethi, Founder & CEO
Executive Summary                                                                                                       Business Intelligenze Company



We will discuss how BusinessIntelligenze Company collates, analyses and reports operational performance data in an extremely innovative
and powerful manner.

JumboAnalysis™ provides data essential to run effective operations, manage contracts and continuously improve ways of working within
ITO’s.

How can we help you achieve true operational excellence, with all the business benefits that this will bring in terms of higher profitability,
client satisfaction and future sales
                               sales.

This following deck positions JumboAnalysis™ in the context of the likely needs of ITO providers and describes system in terms of
operation, implementation and pricing (Proposal Appendix 1)

This
Thi presentation is d i
           t ti i driven by R h l S thi F d & President of
                          b Rahul Sethi- Founder P id t f                              Agenda:-
                                                                                       A   d
BusinessIntelligenze Company. To contact him directly, please email
at rahul@businessintelligenze.com or Call: +1-408-459-0657                             -   Company Introduction              5 Min
                                                                                       -   Solutions, Partners & Clients     5 Min
                                                                                       -   JumboAnalyses™                   10 Min
                                                                                       -   Questions                        10 Min
                                                                                       -   Product Demo                     30 Min
Company                                                                                                                                                    Business Intelligenze Company



                                                                                                              Awards and Accolades
We consider ourselves a Start-up. This provides
                           Start-up.
us with flexibility to change.
                 • RESPECTED ‘SaaS’ BI PLAYER. CLIENTS INCLUDE
     2011         MAJOR DOMESTIC- RETAIL, GOVT, TECH




                                                                                               ALIZATION
                                                                                                           NEXTSUPER ANGELS   15-MOST PROMISING    REDIFF INDIA    SHOWCASED AT
                                                                                                                              START-UPS IN INDIA   JULY, 11        PIN-POINT LAUNCH

                 • LAUNCHED FIRST SUBSCRIPTION BASED BI TOOL
     2010          BACKED BY AN EXPERT FUNCTIONAL SKILL-SET                                                   Key Customers




                                                                                MENT - BI SPECIA
                 • STARTED WORKING WITH MS ON – MS BI,
     2009          AZURE, DUNDAS. BUNDLE STRATEGY

                 • COMMITED TO INVEST IN BUSINESS INTEL
     2008         TOOLS. START AN INTERNAL BI LAB WITH 10.




                                                                   ODUCT DEVELOPM
                 • TEAM SIZE TO 50 ON-SITE, 100+ IN INDIA.
     2007          MAJOR BANKS, TELCO, GOVERNMENT ACQ.
                                                                                                               Exclusive Domain Partnerships
                 • EXPAND BUSINESS IN AFRICA. FOCUSED IT
     2006          FULFILLMENT, NEW PRODUCT DEVELOPMENT
                                                                 PRO



                 • STARTED PRODUCT DEVELOPMENT, GO-TO-
     2005          MARKET ASSISTANCE FOR START UPS IN USA.
Products & Services                                                 Business Intelligenze Company


                           JumboAnalysis™
 is a flexible web-based dashboard solution built on Microsoft Family
Products. Solution leverages- MS Silverlight MS SQL 2008 R2, Windows
               Azure, Dundas, AdobeCS2, Blackberry SDK.
                     ,      ,            ,         y

Open API for extensive customization- Integrate into any ASP.NET,
SharePoint, Silverlight or other web application MS OLAP support

Main Business Benefits:
                 Benefits:-
 Save significant time by deploying dashboards quickly and easily
 Low learning curve means almost anyone can design dashboards
 It's extensible and customizable, to meet unique challenges and grow
 Portable, Web-based, Administration reduces costs & maintenance

Easy-to-use drag-and-drop dashboard designer
  Extensive user interactivity with drill down, hover overs etc
  Numerous data visualization options: charts, gauges, maps, grids & so.
  Mashups, for choosing only the KPIs relevant to you
        p,             g y                          y
  Enhanced communication via annotations, data export and shared links
  On-demand performance management through instant notifications &
alerts
Functional View                                                                                                      Business Intelligenze Company


                             BI Designer     Managers      Operators             Customers
                               ( 1 to 3)      (10 to 50)   (200 to 300)             (50+)




                         Business Analytics Automated System ‐ Functionalities

                 Process Definition
                 P       D fi iti                                                     Security Component
                                                                                      S    it C        t
    •   Creation and managing of process, sub‐                           •    Encryption and additional security
        process, work‐types, metrics, goals etc.                         •    Audit Trails
    •   Creating and managing Master Data Entities                       •    Lock published reports / data
                                                                         •    Authentication and Authorization



                   Data Capture                                                      Reports Component
    •   Manual and automated data capture across                     •       Rollup/drilldown reports, scorecards, and 
        organization                                                         graphical reports
    •   Data Collation
        Data Collation                                               •       Standard and ad‐hoc Reports
                                                                             St d d d d h R              t
    •   Approval workflow                                            •       Role based and access based
    •   Schedulers and reminders for data capture
Technical View                                                                                           Business Intelligenze Company


                   Data Sources
                      HR System

                     Q y
                     QA System

                    Other System                                       Business Analytics  Automated System
    Associate ‘s Performance Management                    Data Cleansing          Data Storage           Front End Analytics

                                                                                                                              ‐ Reporting
                                                                                                                              ‐ OLAP
                                                                                                                              ‐ Data Mining
                                                                                                                              ‐ Data Visualization 

•     Process workflow system to be developed to 
      capture manual data through online screens / 
      forms as well as excel upload feature.
•     Basic Workflow needed                             Data Collation,                            •   Standard, adhoc and triggered 
•     Audit trail needed for all changes/approvals      Transformation                                 based reports/dashboards
•     Define process, sub‐process, work type            and Integration                            •   Role based access to  end 
      hierarchies for all business processes                                                           users, administrative users
•     Access to End Users with different role groups 
      Access to End Users with different role groups                                               •   Customer will also access some 
                                                                                                       Customer will also access some
      and Administrative users                                                                         reports

                                                                Data Flow
Technical- User View                                                                                                                                  Business Intelligenze Company



 Detailed View                                                                                                  Application Server

    HR System                                                                                         Business Layer




                                                                          yer
                                                            Integration Lay
                                                                                                         Work Flow
    QA System
                                                                                                        File Upload




                                                                                                                                             ss Layer
                                                                                Business Services
                                                                                                      Upload QA Data
   Other System
                                                                                                     Batch Processing
                                                                                                     Batch Processing




                                                                                                                                    Data Acces
                                                                                                        Get HR Data
                                   UI Layer
                                                                                                    Role Based Security                                     Business Analytics 
                         patcher




                                       Controller                                                                                                               Database
                                                                                                         Audit Trail
                      Disp




                                                                                                     Process Definition
                                         View                                                       (Process, Sub‐Process, 
                                                                                                         Work Type)
Business Analytics 
      Users
                                                                                                                       Utilities
                      Exception                            Common Utilities
                                          Authorization                                               Logging           Authentication                          MS ‐ Active 
                      Handling                            (Business & Tech.)
                                                                                                                                                              Directory Server
Solution Architecture                                                                                                                                                           Business Intelligenze Company



                                                                                                      Reporting        Data          Data                           OLAP Reporting                    Data 
      Source Data Acquisition                              Data Integration (SOA)                     Data Store     Franchise      Privacy                         Analytics (SOA)               Visualization

                               ETL                                                                                                                                                                  Dashboard
                                                                  Transformation
                                                                                                                                                                        Standard                    Scorecard
HR Other                                                              Data
  (RDBMS)        Flat Files                                                                                          Downstream 
                                 Landing
                                                         Audit     Integration      Batch
                                                                                                                       Feed 1                                                                       KPI
                                                                     Process                            Metadata                                                          Ad hoc
   Other 
   Apps                                                                                                 Repository                                                                                  Canned Report
                                          ETL                     Standardization
                                                                                                           ETL                                                                                      Ad‐hoc Report
                                                                                                                                                                                                    Ad hoc Report
                                                   ETL                                                                                                                   Canned
 Automated
                                                                                                                      Downstream 
  System




                                                                                                                                    Authorization

                                                                                                                                                    Authorization
                     Workflow                                                               Staging                     Feed 2
                      Process                                        Standard 
                                                                      Format
                                                                                                                                                                      Dimension Data               Information
                                                                                                                     ETL
                                                                                                                                                                                                  Dissemination
 QA                                                                 Metadata                                                                                          Attribute Store
                                                         Search                     Index




                                                                                                                                    A

                                                                                                                                                    A
                                                                     Service
                                                                                                                                                                     Hierarchy Store
                                      Flat Files                                                        Reporting 
                      BI DB
                                                                  Scan Structured                       Data Store
 XLS Source                                                                                              (BA DW)                                                                                   Desktop
                       Standardization                                                                                                                              Measure Group Data
    Web 
   Forms                  Reject                                                                                      Downstream                                      Aggregations
                                                                                                                                                                       gg g
                       Reprocessing                                                                                     Feed n
   Manual                                                                                                                                                               Fact Data               Email   Published 
Entry / Upload          Reject                                       Rejected 
                      Notifications                                  Records                                                                                                                 Attachment on Web
Products & Solutions                                       Business Intelligenze Company




JumboAnalysis™
Business Intelligence for CSP Industry.
- Executive Scorecard – CXO View
Business Health, Customers Service Level Summary,
Revenue Pipe Actual, Site Headcount, Hiring & Attrition
Analysis, Site-Billing, Run-Rate Analysis, Operations
Leakages.
Leakages
- Operations Dashboard (Manager’s View)
Near Real-Time Operations Reporting, Metric Level
Gauges, Head Count & Schedule Adherence, Performance
Ratings,
Ratings Incentives calculations Top Bottom Performers Ad
                    calculations, Top-Bottom Performers, Ad-
hoc Reporting like Surveys, Escalations, Absenteeism,
Rosters, Filter Reports etc.
- Performance Dashboard - (Client’s View)
Real-Time
Real Time Customized Reporting Process - Metric Level
                         Reporting,
Gauges, Forecasted to Actual Variance (X), Annotations
tracking, Invoicing, Agent Performance.
Products & Solutions                                       Business Intelligenze Company




JumboAnalysis™
Business Intelligence for CSP Industry.
- Executive Scorecard – CXO View
Business Health, Customers Service Level Summary,
Revenue Pipe Actual, Site Headcount, Hiring & Attrition
Analysis, Site-Billing, Run-Rate Analysis, Operations
Leakages.
Leakages
- Operations Dashboard (Manager’s View)
Near Real-Time Operations Reporting, Metric Level
Gauges, Head Count & Schedule Adherence, Performance
Ratings,
Ratings Incentives calculations Top Bottom Performers Ad
                    calculations, Top-Bottom Performers, Ad-
hoc Reporting like Surveys, Escalations, Absenteeism,
Rosters, Filter Reports etc.
- Performance Dashboard - (Client’s View)
Real-Time
Real Time Customized Reporting Process - Metric Level
                         Reporting,
Gauges, Forecasted to Actual Variance (X), Annotations
tracking, Invoicing, Agent Performance.
Products & Solutions                                       Business Intelligenze Company




JumboAnalysis™
Business Intelligence for CSP Industry.
- Executive Scorecard – CXO View
Business Health, Customers Service Level Summary,
Revenue Pipe Actual, Site Headcount, Hiring & Attrition
Analysis, Site-Billing, Run-Rate Analysis, Operations
Leakages.
Leakages
- Operations Dashboard (Manager’s View)
Near Real-Time Operations Reporting, Metric Level
Gauges, Head Count & Schedule Adherence, Performance
Ratings,
Ratings Incentives calculations Top Bottom Performers Ad
                    calculations, Top-Bottom Performers, Ad-
hoc Reporting like Surveys, Escalations, Absenteeism,
Rosters, Filter Reports etc.
- Performance Dashboard - (Client’s View)
Real-Time
Real Time Customized Reporting Process - Metric Level
                         Reporting,
Gauges, Forecasted to Actual Variance (X), Annotations
tracking, Invoicing, Agent Performance.
Products & Solutions                                       Business Intelligenze Company




JumboAnalysis™
Business Intelligence for CSP Industry.
- Executive Scorecard – CXO View
Business Health, Customers Service Level Summary,
Revenue Pipe Actual, Site Headcount, Hiring & Attrition
Analysis, Site-Billing, Run-Rate Analysis, Operations
Leakages.
Leakages
- Operations Dashboard (Manager’s View)
Near Real-Time Operations Reporting, Metric Level
Gauges, Head Count & Schedule Adherence, Performance
Ratings,
Ratings Incentives calculations Top Bottom Performers Ad
                    calculations, Top-Bottom Performers, Ad-
hoc Reporting like Surveys, Escalations, Absenteeism,
Rosters, Filter Reports etc.
- Performance Dashboard - (Client’s View)
Real-Time
Real Time Customized Reporting Process - Metric Level
                         Reporting,
Gauges, Forecasted to Actual Variance (X), Annotations
tracking, Invoicing, Agent Performance.
Products & Solutions                                       Business Intelligenze Company




JumboAnalysis™
Business Intelligence for CSP Industry.
- Executive Scorecard – CXO View
Business Health, Customers Service Level Summary,
Revenue Pipe Actual, Site Headcount, Hiring & Attrition
Analysis, Site-Billing, Run-Rate Analysis, Operations
Leakages.
Leakages
- Operations Dashboard (Manager’s View)
Near Real-Time Operations Reporting, Metric Level
Gauges, Head Count & Schedule Adherence, Performance
Ratings,
Ratings Incentives calculations Top Bottom Performers Ad
                    calculations, Top-Bottom Performers, Ad-
hoc Reporting like Surveys, Escalations, Absenteeism,
Rosters, Filter Reports etc.
- Performance Dashboard - (Client’s View)
Real-Time
Real Time Customized Reporting Process - Metric Level
                         Reporting,
Gauges, Forecasted to Actual Variance (X), Annotations
tracking, Invoicing, Agent Performance.
Products & Solutions                                       Business Intelligenze Company




JumboAnalysis™
Business Intelligence for CSP Industry.
- Executive Scorecard – CXO View
Business Health, Customers Service Level Summary,
Revenue Pipe Actual, Site Headcount, Hiring & Attrition
Analysis, Site-Billing, Run-Rate Analysis, Operations
Leakages.
Leakages
- Operations Dashboard (Manager’s View)
Near Real-Time Operations Reporting, Metric Level
Gauges, Head Count & Schedule Adherence, Performance
Ratings,
Ratings Incentives calculations Top Bottom Performers Ad
                    calculations, Top-Bottom Performers, Ad-
hoc Reporting like Surveys, Escalations, Absenteeism,
Rosters, Filter Reports etc.
- Performance Dashboard - (Client’s View)
Real-Time
Real Time Customized Reporting Process - Metric Level
                         Reporting,
Gauges, Forecasted to Actual Variance (X), Annotations
tracking, Invoicing, Agent Performance.
Products & Solutions                                       Business Intelligenze Company




JumboAnalysis™
Business Intelligence for CSP Industry.
- Executive Scorecard – CXO View
Business Health, Customers Service Level Summary,
Revenue Pipe Actual, Site Headcount, Hiring & Attrition
Analysis, Site-Billing, Run-Rate Analysis, Operations
Leakages.
Leakages
- Operations Dashboard (Manager’s View)
Near Real-Time Operations Reporting, Metric Level
Gauges, Head Count & Schedule Adherence, Performance
Ratings,
Ratings Incentives calculations Top Bottom Performers Ad
                    calculations, Top-Bottom Performers, Ad-
hoc Reporting like Surveys, Escalations, Absenteeism,
Rosters, Filter Reports etc.
- Performance Dashboard - (Client’s View)
Real-Time
Real Time Customized Reporting Process - Metric Level
                         Reporting,
Gauges, Forecasted to Actual Variance (X), Annotations
tracking, Invoicing, Agent Performance.
Development Approach                                                                                             Business Intelligenze Company


  BusinessIntelligenze proposes an Iterative development methodology for the implementation of the Business Analytics Automated System.
  The scope of each iterations are listed below.
  To start with BusinessIntelligenze proposes an 4 weeks Initial study & planning to define and finalize the scope and architecture.

                                              Iteration 1: Source Acquisition &
     Initial Study & Planning                                                                     Iteration 2: Reporting & Feeds
                                                         Integration
1. Meeting with Business & IT              1. Requirement Gathering, Analysis & Design for   1. Business & Operations Reporting application
   Stakeholders for                            Forms, Excel Uploads & Reports                     p
                                                                                                implementation
        • Business Process                 2. Source System Analysis                         2. Audit Reporting implementation
            Understanding                  3. Data Modeling                                  3. Implementation of Downstream Data Feeds
        • Scope determination              4. Data Integration & Loading                     4. Users & Roles Definition
        • Tools evaluation &               5. History Data Load                              5. Security Implementation for Reporting
            finalization (Joint exercise   6. Audit trail & Rejection handling                  application
            with Client)
              i h Cli )                    7. Users & Roles definition
                                           7 U          R l d fi iti
2. Finalize high-level Architecture        8. Manual upload and forms implementation –
3. Finalize high-level milestones &            Construction & Unit testing of Dispatcher,
   estimates                                   Controller & Views, business services
4. Formation of Program Governance             components, common utility components, data
   Council                                     access layer components & integration layer
                                               components.
                                           9. Security Implementation
                                           10. Capacity planning and environment sizing
                                           11. Environment Setup
Implementation Methodology - Iterative RAD                                                                                                                              Business Intelligenze Company


               Checkpoint &          Feedback &           Joint Requirement          Joint Application          •     BusinessIntelligenze’s Best Practices, Prior Project Learning & Value Creators
               Quality Gate           Learning                 Planning                Development              •     Architectural & Design Guidelines
                                                                                                                •     Coding Standards & Compliance
                                                                                                                •     Metadata definition

                                                                                                    RAD
                                                                                                                                                                              Go Live

                                                                                                                                                          Production 
    Initial           Requirement                                                                                                                         Readiness                                Post 
Understanding &       Gathering &            High Level                 Low Level            Development                 System & 
                                                                                                                                                 UAT                    Implementation        Implementation 
   Planning             Analysis              Design                     Design              & Unit Testing         Integration Testing
                                                                                                                                                                                                 Support


                                Prototype
                               Development


                                                                                 Highlights
                                                                                     •    Reduce  engagement risk – Incremental delivery
     Deployment of JumboAnalysisTM ‘Value Creators’                                  •    Requirements gathering using JRP (Joint Requirement Planning) sessions – Provides template‐driven structured 
                                                                                          approach that helps maximize inputs received during interview/discussions with users while ensuring active & 
         (in‐house tools) and Knowledge Assets                                            close interaction with business.
                                                                                     •    Evaluate the fit for purpose tools around ETL, BI & UI
                                                                                     •    Prototyping to ensure early business ‘Buy‐in’
     Requirements Management and Change Control                                      •    Collaborative design between BusinessIntelligenze and Client using JAD (Joint Application Development) 
                                                                                          sessions
                                                                                     •    Business readiness – User training prior to UAT to help ensure that users focus only on effective functional 
             Ongoing Update to Knowledge Base                                             testing during UAT
                     (JumboAnalysisTM)                                               •    Building Sustainment Capabilities – Continuous knowledge transfer to client followed by handover during post‐
                                                                                          implementation support.
Governance For Development                                                                                            Business Intelligenze Company


         Client              BusinessIntelligenze Onsite               BusinessIntelligenze Offsite
                                                                                                                        Steering Committee
                                                                                                          Steering      •   Escalation Point
                                                                                                         Committee      •   Responsible for Overall 
  Executive Management               Client Partner(s)                       Delivery Director                              Success
                                                                                                                        •   Alignment with Program 
                                                                                                                            Goals

                                                                                                                        PMO Committee
                                                                                                            PMO         •  Overall Delivery of projects
Program Manager / Director          Account Manager                         Delivery Manager                            •  Project  Prioritization
                                                                                                                        •  Project Progress Tracking


                                                                                                                        Project Development Team
                                                                                                                        •    Delivery of Project
                                                                                                                        •    Daily Communication
                                                                                                                        •    Status Reporting
  Project Leads / SMEs /                         Project Manager                Project Lead                            •    Scope Changes
                                                                                                           Project 
      Business Users                                                                                     Development 
                                  Project                                                                   Team
                             Lead/Coordinator                         Workflow 
                                                     DWBI Team                         System Support 
                                                                   Application Team         Team
Service Delivery Model                                                                                        Business Intelligenze Company


                                         Production Management – Steady and Optimized State Framework
                                                                                                                                                          Tool Set
                                                                                                                    User Call Intake & Triage
                               tion




                                         •   Intake 24 x 6
                                         •   Monitoring & Reporting
                                             Monitoring & Reporting                                            Severity & Ticket assignments
                                                                                                               Severity & Ticket assignments    •    Client Intake
                                                                                                                                                     Client Intake
                      mplementat




                                         •   Escalation Tree                                                       Availability Management      •    Activity Tracking
                                                                                                                                                •    Work Allocation
                                                                                                                                                •    SLA Adherence
                                                  Service Management
             nance & Im




                                                                                                                                                •    Metrics Reporting
                                                                                                                                                     M ti R       ti
                                                                                Line of Business
                                             •   24x6 Outage – Service restoration                                                              •    Ticket / SLA Tracking
                                             •   Trail Maintenance – Batch Trail handling                             Incident Management
                                             •   Root Cause Analysis
                                                                                                                                                •    Resource Tracking
                                             •   Production Data Corrections                                          Problem Management        •    Communication 
                                             •   Performance Tuning  g                                                                               Tracking
                                                                                                                                                            g
   cess Govern




                                             •   Long Term Fix                                                           Event Management
                                             •   Client Specific requests
                                             •   Hardware / Software upgrades                                               Service Requests
                                             •   Capacity Management
                                             •   Proactive analysis
Proc




                                                                                Knowledge Management
                                                                        Operational Performance Management
                                                                   Risk, Complain & Communication Management
Production Support Workflow                                                                                                                   Business Intelligenze Company

 Role
            User

                                    Create                        Is it Application                       Assign it to                      Verify & Close Problem 
   Level 1 – Help Desk
                                 Problem Log
                                           g                          Problem?                       Infrastructure Team                   Log/Notify Business Users
                                                                                                                                             g/     y

 Client Infrastructure / 
                                                                     Yes
Operational Support team        Paged                                                              Handle the problem as per                     Notify
                                                                                                                                                                 Notify
  (OS, DB / Transaction                                                                                     Process
    Server / Network)

        Level 2 –
            l                                                                                                             Test 
                              Receive Problem          Acknowledge                     Analyze and fix                                            Update Problem Log 
   Production Support                                                                                                  Production
                                  Details            Problem Request                     problem                                                  and Notify Helpdesk
                            Offshore
                            Onsite
   BusinessIntelligenze                                                                                      Yes
                                                    Is SLA Met?                        Is Permanent Fix            Create Work Item for                    Is SLA Met?
    Onsite / Offshore
                                                                                           Required?
                                                                                           R   i d?                 Maintenance Team
                                                                                                                    Maintenance Team
   Production Support

 Level 3 – Maintenance                               No                                               Handle the Work Item                                  No
         Support                                                                                       as per the Process

        Client Project
                  j                              Follow the Escalation                                                                              Follow the Escalation 
        Management                                     Process                                                                                            Process

   BusinessIntelligenze                            Take Corrective                                                                                        Take Corrective 
       Onsite Lead                                      Steps                                                                                                  Steps
Mobile Monitoring & BI
Mobile Monitoring & BI
•   Monitoring, alerts and analytics on any device
               g,                y         y
•   KPIs, values, trends, scorecards, dashboards
•   Multiple data sources; No new master
•   Security inheritance & link‐based sharing
•   No client software to install and maintain
•   Rapid deployment: Excel‐based Designer
•   Zero code setup with minimal training
Advanced: Mobile BI                                                                                                              Business Intelligenze Company


                                                                                           3                               Any Mobile or Desktop Client
 Data Sources

                                                   Visual KPI Excel Editor
Any RDB / BI / OLAP                                   Defines KPI attributes and d
                                                      D fi    KPIs,   ib       d data sources f
                                                                                              for
                                                      compositing
     Existing Data
                                                      Configuration only, no run-time association or
     External KPIs              1                                                                                      4
                                                      storage
     Machine Data                                                    Publish Scorecards
                                    Web Services




                                                                                                        Web Services
     Spreadsheets
     S    dh                                                         via Web Services

LOB Data
     ERP, CRM
     Mfg, SCM, Etc.                                                          XML over HTTP
Streaming Data
     Data historians
     Complex Event Processing                                          2
     (CEP)
                                                    Visual KPI Server (on-premise)
External Data
                                                       Composite KPI and meta data engine
     Web sites/services
                                                       Pulls from multiple data sources
                                                       Generates optimized screens to 400+ devices on
                                                       demand
                                                       Security inheritance in real-time
BI Dashboard
                                Server




Design‐time only
                     XML / Web Services




                                          OLEDB / ODBC
•   Groups for unlimited collections
    G      f     li i d ll i
•   Unlimited levels – drill down + across
•   New data type: Values
    N d t t        V l
•   Redesigned UI and navigation
•   Additional touch & tablet optimization
    Additional touch & tablet optimization
•   3 versions and subscription pricing
•   Hundreds of customer driven improvements
    Hundreds of customer‐driven improvements
Security: Beyond Buzzwords
                                   Security: Beyond Buzzwords

        Data Sources
        Data Sources                            Server                                   Devices
•   Access to  data sources is read‐    •   Security Inheritance Model           •   Site can be exposed publically or 
    only                                    leverages existing requirements          privately behind the corporate 
•   Data sources not accessed by the    •   On‐premise server under your             firewall
    client (server only, with the 
      li t (         l    ith th            control
                                                t l                              •   Web app  ‐ almost no data stored 
                                                                                     W b          l    t d t t d
    firewall)                           •   Authentication at site level or          on devices
•   Access is through web services          component level (IIS + AD users &    •   Sharing and alerts through data‐
    with can be encrypted                   groups)                                  free links
                                        •   Encryption through HTTPS             •   Login optional using IIS 
                                                                                     authentication methods
                                                                                     authentication methods
                                                                                 •   BlackBerry® Enterprise Server  
                                                                                     (BES) / Mobile Data System  (MDS) 
                                                                                     friendly 
Benefits
•   Many save the purchase price from just one incident
•   Instant awareness / transparency during a crisis
•   Mobilizes existing operations data with no project
•   Improves regulatory compliance monitoring
•   Rapid prototyping tools create the end solution
•   Great with heterogeneous data sources
•   Works with corporate or personally‐owned devices
•   Horizontal and vertical – useful across departments
BusinessIntelligenze Beliefs
•   Mobile  BI as an application, not a toolset
•   Deployment should take less than a week
•   There is no such thing as device standard
•   Web‐apps will win, so we invested early
•   App store model is flawed for the enterprise
•   Security is more than buzzwords and technology
•   Simple &  flexible pricing
Business Intelligenze Company




Latest Case-Study (2)
PROJECT                                 NEED                                         SOLUTION                                                    BENEFITS

ETL  Integration to save    •   The need to highlight performance          •   The Business Intelligence solution is        Cost Benefits
time in data BPO Caserelated issues to operational 
                       Studies                                                 provided to client that is implemented as    •    Reduction in data load window: Due to an efficient design 
                                                                                                                                                                 Business Intelligenze Company
consolidation, Better           management for timely decisions                on‐premise reporting tool with data               of the application to process the data arriving from multiple 
Alignment with
            with            •   Reduce the manpower that is currently 
                                Reduce the manpower that is currently          collected from different sources like 
                                                                               collected from different sources like             data sources into centralized de normalized database, there 
                                                                                                                                 data sources into centralized de‐normalized database, there
business needs and              generating reports manually                    Excels and Internal CRM, Transport                was a reduction in the load window of nearly 50%. The 
Performance                 •   Help in strategizing for leakage of            Management and other Internal                     reduction in load window lead to a nearly 25% savings of 
Improvement for                 revenue                                        Databases for Attendance and                      the resources, hardware, and manpower.
leading Outsourcing         •   Data Inconsistency, Multiple sources,          Productivity Tracking. Transformed the       •    Automating the Data Validation and Data Quality Checks: 
Company ‐India offers           and time consumption makes it                  data as per business rules for different          Automating the data validation rules and data quality 
extensive services that         difficult for operational leaders to           processes and load it into a centralized          checks led to significant decrease in the turnaround time 
cover the entire gamut          provide effective analysis.                    de‐normalized database which is                   and lead to effective utilization of 20% of those resources 
of call/contact center      •   Problem of identification, analysis and        centralized data source for BI Tool. The          time in other productive areas.
and back‐office                 evaluation of business problems                complete design of BI Solution consists 
transaction processing.     •   Ever increasing cost of overheads              of:                                          • More Control and Better Value
                            •   Continuous need for problem solving,       •   Defined the Scope of Work by involving       Better Alignment with Business Needs
                                planning and other Operational                 the all key stakeholders (Ops Heads, Sr.     •   Given solution to our client to connect goals, metrics, and 
                                Process efficiency
                                           ffi i                               Managers, Managers, TLs)    )                    people across the enterprise to manage and optimize 
                                                                                                                                      l         h          i               d     i i
                            •   Decision support system, high/low end      •   ETL strategy, design, and development            information flows like other business processes, leading to 
                                analytics; generate reports to help in     •   The online reporting solution using              improved alignment, transparency, and performance. It 
                                planning the business better across            JumboAnalysisTM and pre‐generated                helped in:
                                different processes                            reports through email.                       •   More timely answers to business questions
                            •   Data Integrity and Security                •   The solution has minimized the need of       •   Easier cross‐data analysis to reveal revenue leakage
                            •   Data consistency at an organization 
                                Data consistency at an organization            manual efforts in collecting data from 
                                                                               manual efforts in collecting data from       •   Improved cost visibility
                                                                                                                                Improved cost visibility
                                level across different data sources            various report sources.                      •   Better risk management by having better control on 
                            •   Report Features – Drill down, Drill        •   The solution provides a consolidated             Performance issues
                                through, Chart and Pivoting                    view of information across all sites in      •   Billing and Performance Trend Analysis at different level of 
                            •   Download Report(PDF, Excel, HTML) ‐            which the Client operates and eliminates         organization hierarchy, Processes and line of business.
                                Static, Parameterized, Ad‐hoc and              the need for manual processing, thereby 
                                Dashboard reports 
                                Dashboard reports                              lowering administration cost and the 
                                                                               lowering administration cost and the         • Data Consistent Foundation for Performance Optimization
                                                                                                                              Data Consistent Foundation for Performance Optimization
                            •   Report scheduling for static reports           decision‐making cycle and errors that        • Improved Client Focus
                                                                               manual processes are prone to.
                                                                           •   Data Consistent Foundation for 
                                                                               Performance Optimization
PROJECT                                      NEED                                                 SOLUTION                                             BENEFITS

ETL Integration, data    •   The volume of data per month is millions of records        •   The Business Intelligence solution is        The solution has minimized the need of manual 
             BPO Caseexcel/CSV files. Processing the information from these 
archiving and Process 
Improvement for 
                      Studies
                     maintained on daily/weekly basis in separate                           provided to client that is implemented as 
                                                                                            on‐premise online reporting tool with 
                                                                                                                                         efforts in preparation of these reports from 
                                                                                                                                                            Business Intelligenze Company
                                                                                                                                         various data sources. This solution provided a 
leading Media Back 
      g                      excels, it required us to ensure Data Accuracy, Data 
                                    ,     q                                 y,              data collected from various Excel/CSV 
                                                                                                                             /           centralized and consolidated platform to see 
                                                                                                                                                                         p
Office ‐ Outsourcing         Integrity, and De‐normalization of data for optimal            files.                                       various data analysis on complete historical data 
Company‐ In their 3          query performance.                                         •   We have automated the extraction,            and eliminated the need for manual processing, 
Centers in India         •   Repeat call trend analysis of Issue reported by                transformation and loading of data from      thereby lowering administration cost and the 
                             Customer, which can be analyzed by issue category for          these excels into centralized MSSQL          decision‐making cycle and errors that manual 
                             any specific period (Yearly / Quarterly / Monthly /            database as per data collation needs.        processes are prone to.
                             Daily)                                                     •   Provided with presentable Reports and 
                         •   Comparative Analysis of Repeat Calls by issue category         Analytical Dashboards with User Role /       Cost Benefits
                             and for any specific period (Yearly / Quarterly /              User Groups access.                          •    Reduction in data load window
                             Monthly / Daily)                                                                                            •    Automating the Data Validation and Data 
                         •   SLA Met Analysis and drill down to problem areas due                                                             Quality Checks
                             to which certain SLAs are not met
                         •   Decision support system, high/low end analytics;                                                            More Control and Better Value
                             generate reports to help in planning the business 
                                      t       t t h l i l        i th b i                                                                •  More reliable data for decision makers
                                                                                                                                            M       li bl d t f d i i          k
                             better to ensure effective customer support.                                                                •  Better and Fast Comparative analysis of 
                         •   Ageing of Open cases with reasons for delay. As per                                                            information across different data patterns.
                             status send notification emails to respective customer                                                      •  Easier and timely sharing of consistent 
                             executive for completion of documentation or billing.                                                          information between different user groups, 
                             Also manage escalation to respective TLs and                                                                   and with customers.
                             Managers as per defined service level.
                             Managers as per defined service level                                                                       •  More coordinated security, to minimize 
                                                                                                                                            More coordinated security to minimize
                         •   Trend and comparative Analysis of total number of                                                              unauthorized data access
                             billing, booking and collection on Daily/ Weekly/ 
                             Monthly/ Quarterly/ Yearly basis fro                                                                        Better Alignment with Business Needs
                         •   Report Features – Drill down, Drill through, Chart and                                                      •   More timely answers to business questions
                             Pivoting                                                                                                    •   Easier cross‐data analysis
                         •   Download Report(PDF, Excel, HTML) ‐ Static, 
                                            p (      ,      ,      )      ,                                                              •   Better control on Performance issues
                             Parameterized, Ad‐hoc and Dashboard reports                                                                 •   Billing and Performance Trend Analysis at 
                         •   Notification on critical indicators.                                                                            different level of Processes and line of 
                         •   Centralization of database which allows different                                                               business.
                             analysis on historical data as well and to minimize the                                                     •   Operational performance management
                             preparation and processing time.
6225 S. Mojave Rd. Suite B Las Vegas, NV 89120, USA. T: +1 408 459 0657

THANK YOU!!!   DBS India, 1st Floor, World Trade Towers, Barakhamba Lane, New Delhi T: 011 40540703
                2nd Floor, West Tower, Maude Street, Sandton 2196 South Africa T: 011 7138836619
About BusinessIntelligenze                                                                                                     Business Intelligenze Company



         Our Target Clients                                      Client Target Markets & Max ASP Service Offering

                                                  Complex / High Value                                “Commodity” / Packaged 
                                               Business Products & Services                             Products & Services

                                                                                  Top Corporate /         Strategic Intelligence Gathering, 
                                                                                                            Profiling &  Lead Generation
                                                                                   Multinationals

          Large Enterprise /                                                                                     Field Sales Support
            Multinationals
                                          Strategic Intelligence Gathering,                                    Direct Sales & Account 
                                            Profiling &  Lead Generation                                           Management
                                                                                                              Partner Development & 
                                                Field Sales Support              Smaller Corporate                 Management
          High‐Potential 
      Mid‐Market Companies
                                              Partner Development & 
                                              P t     D l       t&                                         Lead Generation & Field Sales 
                                                                                                           Lead Generation & Field Sales
                                                   Management                                                 Appointment Settings 
                                                                                                                  (Primarily for partners)
                                                                                 Mid‐Market / SMB
                                                                                                               Direct Sales & Account 
                                                                                                                   Management

                                                                                                              Partner Development & 
                                                                                                              Partner Development &
                                                                                                                   Management
BusinessIntelligenze Service Offering =                                          SOHO & Consumer
                                                                                                                Volume Inbound Calls
                                                                                                           (Direct Sales / Pre‐Sales Support/ Care)
Strategic Intelligence Gathering, Profiling, Lead Generation
       & Pipeline Build / Nurturing                                                                                                   Business Intelligenze Company



                                                  Parent Group
Target Account List
                                                                 Subsidiary

                                                                       Department

                                                                          Specialist Area

                                                                                                 Rigorous DM Profiling

            Understand and Map Target Accounts                                                 Multiple DM Engagement

              Spot Key Decision Makers (DMs)                                                Identify Project & Build Pipeline

                Investigate Key Reporting Lines
                                                                                              Future Pipeline & Nurture            Not 
                                                                                                                                Interested
                                                         Qualified Leads & 
                                                          Appointments
      Schedule Appointments /                                                                       Build Pipeline                     Record Reason Why?
      Manage Field Sales Diary
                                                                                                  Manage & Nurture

        Opportunity to Bid?
        Opportunity to Bid?                                                                   Go Deeper & Build Brand
                                                                                              Go Deeper & Build Brand

                      Opportunity                                                            Source & Send Information
             Bid & Close
Build More Powerful & Effective Dashboards




POWERED BY:
Main business benefits

Save significant time by creating/deploying dashboards quickly and easily
Low learning curve means almost anyone can design dashboards
Rich, interactive visualizations help you understand your data better than
competing products
It s
It's extensible and customizable, to meet your unique challenges and grow
and your business grows
Its portable, web-based delivery and administration reduces costs and
speeds maintenance
User features

Easy-to-use drag-and-drop dashboard designer
Extensive user interactivity with drill down, hover overs and additional controls
Numerous data visualization options: charts, gauges, maps, grids and more
Mashups, for choosing only the KPIs relevant to you
Enhanced dashboard communication via annotations, data export and shared
                                           annotations
links
On-demand performance management through instant notifications and alerts
Technical Features



                                           •   Open API for extensive customization
                                           •   Integrate into any ASP.NET, Share
                                               Point, Silver light or other web
                                               application
                                           •   MS OLAP support



•   Dundas
    DashFlow™ parallel
    collaborative
    process
•   DundasScript™ - a
    full scripting engine
6225 S. Mojave Rd. Suite B Las Vegas, NV 89120, USA. T: +1 408 459 0657       POWERED BY:
DBS India, 1st Floor, World Trade Towers, Barakhamba Lane, New Delhi 110001

                       sales@businessintelligenze.com

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Corporate presentation deck (en) 1.8 detail

  • 1. BUSINESSINELLIGENZE: COMPANY & PRODUCT INFORMATION. For: CLIENT NAME Conducted by: Rahul Sethi, Founder & CEO
  • 2. Executive Summary Business Intelligenze Company We will discuss how BusinessIntelligenze Company collates, analyses and reports operational performance data in an extremely innovative and powerful manner. JumboAnalysis™ provides data essential to run effective operations, manage contracts and continuously improve ways of working within ITO’s. How can we help you achieve true operational excellence, with all the business benefits that this will bring in terms of higher profitability, client satisfaction and future sales sales. This following deck positions JumboAnalysis™ in the context of the likely needs of ITO providers and describes system in terms of operation, implementation and pricing (Proposal Appendix 1) This Thi presentation is d i t ti i driven by R h l S thi F d & President of b Rahul Sethi- Founder P id t f Agenda:- A d BusinessIntelligenze Company. To contact him directly, please email at rahul@businessintelligenze.com or Call: +1-408-459-0657 - Company Introduction 5 Min - Solutions, Partners & Clients 5 Min - JumboAnalyses™ 10 Min - Questions 10 Min - Product Demo 30 Min
  • 3. Company Business Intelligenze Company Awards and Accolades We consider ourselves a Start-up. This provides Start-up. us with flexibility to change. • RESPECTED ‘SaaS’ BI PLAYER. CLIENTS INCLUDE 2011 MAJOR DOMESTIC- RETAIL, GOVT, TECH ALIZATION NEXTSUPER ANGELS 15-MOST PROMISING REDIFF INDIA SHOWCASED AT START-UPS IN INDIA JULY, 11 PIN-POINT LAUNCH • LAUNCHED FIRST SUBSCRIPTION BASED BI TOOL 2010 BACKED BY AN EXPERT FUNCTIONAL SKILL-SET Key Customers MENT - BI SPECIA • STARTED WORKING WITH MS ON – MS BI, 2009 AZURE, DUNDAS. BUNDLE STRATEGY • COMMITED TO INVEST IN BUSINESS INTEL 2008 TOOLS. START AN INTERNAL BI LAB WITH 10. ODUCT DEVELOPM • TEAM SIZE TO 50 ON-SITE, 100+ IN INDIA. 2007 MAJOR BANKS, TELCO, GOVERNMENT ACQ. Exclusive Domain Partnerships • EXPAND BUSINESS IN AFRICA. FOCUSED IT 2006 FULFILLMENT, NEW PRODUCT DEVELOPMENT PRO • STARTED PRODUCT DEVELOPMENT, GO-TO- 2005 MARKET ASSISTANCE FOR START UPS IN USA.
  • 4. Products & Services Business Intelligenze Company JumboAnalysis™ is a flexible web-based dashboard solution built on Microsoft Family Products. Solution leverages- MS Silverlight MS SQL 2008 R2, Windows Azure, Dundas, AdobeCS2, Blackberry SDK. , , , y Open API for extensive customization- Integrate into any ASP.NET, SharePoint, Silverlight or other web application MS OLAP support Main Business Benefits: Benefits:- Save significant time by deploying dashboards quickly and easily Low learning curve means almost anyone can design dashboards It's extensible and customizable, to meet unique challenges and grow Portable, Web-based, Administration reduces costs & maintenance Easy-to-use drag-and-drop dashboard designer Extensive user interactivity with drill down, hover overs etc Numerous data visualization options: charts, gauges, maps, grids & so. Mashups, for choosing only the KPIs relevant to you p, g y y Enhanced communication via annotations, data export and shared links On-demand performance management through instant notifications & alerts
  • 5. Functional View Business Intelligenze Company BI Designer Managers Operators Customers ( 1 to 3) (10 to 50) (200 to 300) (50+) Business Analytics Automated System ‐ Functionalities Process Definition P D fi iti Security Component S it C t • Creation and managing of process, sub‐ • Encryption and additional security process, work‐types, metrics, goals etc. • Audit Trails • Creating and managing Master Data Entities • Lock published reports / data • Authentication and Authorization Data Capture Reports Component • Manual and automated data capture across  • Rollup/drilldown reports, scorecards, and  organization graphical reports • Data Collation Data Collation • Standard and ad‐hoc Reports St d d d d h R t • Approval workflow • Role based and access based • Schedulers and reminders for data capture
  • 6. Technical View Business Intelligenze Company Data Sources HR System Q y QA System Other System Business Analytics  Automated System Associate ‘s Performance Management Data Cleansing  Data Storage Front End Analytics ‐ Reporting ‐ OLAP ‐ Data Mining ‐ Data Visualization  • Process workflow system to be developed to  capture manual data through online screens /  forms as well as excel upload feature. • Basic Workflow needed Data Collation,  • Standard, adhoc and triggered  • Audit trail needed for all changes/approvals Transformation  based reports/dashboards • Define process, sub‐process, work type  and Integration • Role based access to  end  hierarchies for all business processes users, administrative users • Access to End Users with different role groups  Access to End Users with different role groups • Customer will also access some  Customer will also access some and Administrative users reports Data Flow
  • 7. Technical- User View Business Intelligenze Company Detailed View Application Server HR System Business Layer yer Integration Lay Work Flow QA System File Upload ss Layer Business Services Upload QA Data Other System Batch Processing Batch Processing Data Acces Get HR Data UI Layer Role Based Security Business Analytics  patcher Controller Database Audit Trail Disp Process Definition View (Process, Sub‐Process,  Work Type) Business Analytics  Users Utilities Exception Common Utilities Authorization Logging Authentication MS ‐ Active  Handling (Business & Tech.) Directory Server
  • 8. Solution Architecture Business Intelligenze Company Reporting  Data Data OLAP Reporting  Data  Source Data Acquisition Data Integration (SOA) Data Store Franchise Privacy Analytics (SOA) Visualization ETL Dashboard Transformation Standard Scorecard HR Other  Data (RDBMS) Flat Files Downstream  Landing Audit Integration  Batch Feed 1 KPI Process Metadata  Ad hoc Other  Apps Repository Canned Report ETL Standardization ETL Ad‐hoc Report Ad hoc Report ETL Canned Automated Downstream  System Authorization Authorization Workflow  Staging Feed 2 Process Standard  Format Dimension Data Information ETL Dissemination QA Metadata Attribute Store Search Index A A Service Hierarchy Store Flat Files Reporting  BI DB Scan Structured Data Store XLS Source (BA DW) Desktop Standardization Measure Group Data Web  Forms Reject  Downstream  Aggregations gg g Reprocessing Feed n Manual Fact Data Email  Published  Entry / Upload Reject  Rejected  Notifications Records Attachment on Web
  • 9. Products & Solutions Business Intelligenze Company JumboAnalysis™ Business Intelligence for CSP Industry. - Executive Scorecard – CXO View Business Health, Customers Service Level Summary, Revenue Pipe Actual, Site Headcount, Hiring & Attrition Analysis, Site-Billing, Run-Rate Analysis, Operations Leakages. Leakages - Operations Dashboard (Manager’s View) Near Real-Time Operations Reporting, Metric Level Gauges, Head Count & Schedule Adherence, Performance Ratings, Ratings Incentives calculations Top Bottom Performers Ad calculations, Top-Bottom Performers, Ad- hoc Reporting like Surveys, Escalations, Absenteeism, Rosters, Filter Reports etc. - Performance Dashboard - (Client’s View) Real-Time Real Time Customized Reporting Process - Metric Level Reporting, Gauges, Forecasted to Actual Variance (X), Annotations tracking, Invoicing, Agent Performance.
  • 10. Products & Solutions Business Intelligenze Company JumboAnalysis™ Business Intelligence for CSP Industry. - Executive Scorecard – CXO View Business Health, Customers Service Level Summary, Revenue Pipe Actual, Site Headcount, Hiring & Attrition Analysis, Site-Billing, Run-Rate Analysis, Operations Leakages. Leakages - Operations Dashboard (Manager’s View) Near Real-Time Operations Reporting, Metric Level Gauges, Head Count & Schedule Adherence, Performance Ratings, Ratings Incentives calculations Top Bottom Performers Ad calculations, Top-Bottom Performers, Ad- hoc Reporting like Surveys, Escalations, Absenteeism, Rosters, Filter Reports etc. - Performance Dashboard - (Client’s View) Real-Time Real Time Customized Reporting Process - Metric Level Reporting, Gauges, Forecasted to Actual Variance (X), Annotations tracking, Invoicing, Agent Performance.
  • 11. Products & Solutions Business Intelligenze Company JumboAnalysis™ Business Intelligence for CSP Industry. - Executive Scorecard – CXO View Business Health, Customers Service Level Summary, Revenue Pipe Actual, Site Headcount, Hiring & Attrition Analysis, Site-Billing, Run-Rate Analysis, Operations Leakages. Leakages - Operations Dashboard (Manager’s View) Near Real-Time Operations Reporting, Metric Level Gauges, Head Count & Schedule Adherence, Performance Ratings, Ratings Incentives calculations Top Bottom Performers Ad calculations, Top-Bottom Performers, Ad- hoc Reporting like Surveys, Escalations, Absenteeism, Rosters, Filter Reports etc. - Performance Dashboard - (Client’s View) Real-Time Real Time Customized Reporting Process - Metric Level Reporting, Gauges, Forecasted to Actual Variance (X), Annotations tracking, Invoicing, Agent Performance.
  • 12. Products & Solutions Business Intelligenze Company JumboAnalysis™ Business Intelligence for CSP Industry. - Executive Scorecard – CXO View Business Health, Customers Service Level Summary, Revenue Pipe Actual, Site Headcount, Hiring & Attrition Analysis, Site-Billing, Run-Rate Analysis, Operations Leakages. Leakages - Operations Dashboard (Manager’s View) Near Real-Time Operations Reporting, Metric Level Gauges, Head Count & Schedule Adherence, Performance Ratings, Ratings Incentives calculations Top Bottom Performers Ad calculations, Top-Bottom Performers, Ad- hoc Reporting like Surveys, Escalations, Absenteeism, Rosters, Filter Reports etc. - Performance Dashboard - (Client’s View) Real-Time Real Time Customized Reporting Process - Metric Level Reporting, Gauges, Forecasted to Actual Variance (X), Annotations tracking, Invoicing, Agent Performance.
  • 13. Products & Solutions Business Intelligenze Company JumboAnalysis™ Business Intelligence for CSP Industry. - Executive Scorecard – CXO View Business Health, Customers Service Level Summary, Revenue Pipe Actual, Site Headcount, Hiring & Attrition Analysis, Site-Billing, Run-Rate Analysis, Operations Leakages. Leakages - Operations Dashboard (Manager’s View) Near Real-Time Operations Reporting, Metric Level Gauges, Head Count & Schedule Adherence, Performance Ratings, Ratings Incentives calculations Top Bottom Performers Ad calculations, Top-Bottom Performers, Ad- hoc Reporting like Surveys, Escalations, Absenteeism, Rosters, Filter Reports etc. - Performance Dashboard - (Client’s View) Real-Time Real Time Customized Reporting Process - Metric Level Reporting, Gauges, Forecasted to Actual Variance (X), Annotations tracking, Invoicing, Agent Performance.
  • 14. Products & Solutions Business Intelligenze Company JumboAnalysis™ Business Intelligence for CSP Industry. - Executive Scorecard – CXO View Business Health, Customers Service Level Summary, Revenue Pipe Actual, Site Headcount, Hiring & Attrition Analysis, Site-Billing, Run-Rate Analysis, Operations Leakages. Leakages - Operations Dashboard (Manager’s View) Near Real-Time Operations Reporting, Metric Level Gauges, Head Count & Schedule Adherence, Performance Ratings, Ratings Incentives calculations Top Bottom Performers Ad calculations, Top-Bottom Performers, Ad- hoc Reporting like Surveys, Escalations, Absenteeism, Rosters, Filter Reports etc. - Performance Dashboard - (Client’s View) Real-Time Real Time Customized Reporting Process - Metric Level Reporting, Gauges, Forecasted to Actual Variance (X), Annotations tracking, Invoicing, Agent Performance.
  • 15. Products & Solutions Business Intelligenze Company JumboAnalysis™ Business Intelligence for CSP Industry. - Executive Scorecard – CXO View Business Health, Customers Service Level Summary, Revenue Pipe Actual, Site Headcount, Hiring & Attrition Analysis, Site-Billing, Run-Rate Analysis, Operations Leakages. Leakages - Operations Dashboard (Manager’s View) Near Real-Time Operations Reporting, Metric Level Gauges, Head Count & Schedule Adherence, Performance Ratings, Ratings Incentives calculations Top Bottom Performers Ad calculations, Top-Bottom Performers, Ad- hoc Reporting like Surveys, Escalations, Absenteeism, Rosters, Filter Reports etc. - Performance Dashboard - (Client’s View) Real-Time Real Time Customized Reporting Process - Metric Level Reporting, Gauges, Forecasted to Actual Variance (X), Annotations tracking, Invoicing, Agent Performance.
  • 16. Development Approach Business Intelligenze Company BusinessIntelligenze proposes an Iterative development methodology for the implementation of the Business Analytics Automated System. The scope of each iterations are listed below. To start with BusinessIntelligenze proposes an 4 weeks Initial study & planning to define and finalize the scope and architecture. Iteration 1: Source Acquisition & Initial Study & Planning Iteration 2: Reporting & Feeds Integration 1. Meeting with Business & IT 1. Requirement Gathering, Analysis & Design for 1. Business & Operations Reporting application Stakeholders for Forms, Excel Uploads & Reports p implementation • Business Process 2. Source System Analysis 2. Audit Reporting implementation Understanding 3. Data Modeling 3. Implementation of Downstream Data Feeds • Scope determination 4. Data Integration & Loading 4. Users & Roles Definition • Tools evaluation & 5. History Data Load 5. Security Implementation for Reporting finalization (Joint exercise 6. Audit trail & Rejection handling application with Client) i h Cli ) 7. Users & Roles definition 7 U R l d fi iti 2. Finalize high-level Architecture 8. Manual upload and forms implementation – 3. Finalize high-level milestones & Construction & Unit testing of Dispatcher, estimates Controller & Views, business services 4. Formation of Program Governance components, common utility components, data Council access layer components & integration layer components. 9. Security Implementation 10. Capacity planning and environment sizing 11. Environment Setup
  • 17. Implementation Methodology - Iterative RAD Business Intelligenze Company Checkpoint &  Feedback &  Joint Requirement  Joint Application  • BusinessIntelligenze’s Best Practices, Prior Project Learning & Value Creators Quality Gate Learning Planning Development • Architectural & Design Guidelines • Coding Standards & Compliance • Metadata definition RAD Go Live Production  Initial  Requirement  Readiness Post  Understanding &  Gathering &  High Level Low Level  Development  System &  UAT Implementation Implementation  Planning Analysis Design Design & Unit Testing Integration Testing Support Prototype Development Highlights • Reduce  engagement risk – Incremental delivery Deployment of JumboAnalysisTM ‘Value Creators’  • Requirements gathering using JRP (Joint Requirement Planning) sessions – Provides template‐driven structured  approach that helps maximize inputs received during interview/discussions with users while ensuring active &  (in‐house tools) and Knowledge Assets close interaction with business. • Evaluate the fit for purpose tools around ETL, BI & UI • Prototyping to ensure early business ‘Buy‐in’ Requirements Management and Change Control • Collaborative design between BusinessIntelligenze and Client using JAD (Joint Application Development)  sessions • Business readiness – User training prior to UAT to help ensure that users focus only on effective functional  Ongoing Update to Knowledge Base  testing during UAT (JumboAnalysisTM) • Building Sustainment Capabilities – Continuous knowledge transfer to client followed by handover during post‐ implementation support.
  • 18. Governance For Development Business Intelligenze Company Client BusinessIntelligenze Onsite BusinessIntelligenze Offsite Steering Committee Steering  • Escalation Point Committee • Responsible for Overall  Executive Management Client Partner(s) Delivery Director Success • Alignment with Program  Goals PMO Committee PMO • Overall Delivery of projects Program Manager / Director Account Manager Delivery Manager • Project  Prioritization • Project Progress Tracking Project Development Team • Delivery of Project • Daily Communication • Status Reporting Project Leads / SMEs /  Project Manager Project Lead • Scope Changes Project  Business Users Development  Project  Team Lead/Coordinator Workflow  DWBI Team System Support  Application Team Team
  • 19. Service Delivery Model Business Intelligenze Company Production Management – Steady and Optimized State Framework Tool Set User Call Intake & Triage tion • Intake 24 x 6 • Monitoring & Reporting Monitoring & Reporting Severity & Ticket assignments Severity & Ticket assignments • Client Intake Client Intake mplementat • Escalation Tree Availability Management • Activity Tracking • Work Allocation • SLA Adherence Service Management nance & Im • Metrics Reporting M ti R ti Line of Business • 24x6 Outage – Service restoration • Ticket / SLA Tracking • Trail Maintenance – Batch Trail handling Incident Management • Root Cause Analysis • Resource Tracking • Production Data Corrections Problem Management • Communication  • Performance Tuning g Tracking g cess Govern • Long Term Fix Event Management • Client Specific requests • Hardware / Software upgrades Service Requests • Capacity Management • Proactive analysis Proc Knowledge Management Operational Performance Management Risk, Complain & Communication Management
  • 20. Production Support Workflow Business Intelligenze Company Role User Create Is it Application  Assign it to  Verify & Close Problem  Level 1 – Help Desk Problem Log g Problem? Infrastructure Team Log/Notify Business Users g/ y Client Infrastructure /  Yes Operational Support team Paged Handle the problem as per  Notify Notify (OS, DB / Transaction  Process Server / Network) Level 2 – l Test  Receive Problem  Acknowledge  Analyze and fix  Update Problem Log  Production Support Production Details Problem Request problem and Notify Helpdesk Offshore Onsite BusinessIntelligenze Yes Is SLA Met? Is Permanent Fix  Create Work Item for  Is SLA Met? Onsite / Offshore Required? R i d? Maintenance Team Maintenance Team Production Support Level 3 – Maintenance No Handle the Work Item  No Support as per the Process Client Project j Follow the Escalation  Follow the Escalation  Management Process Process BusinessIntelligenze Take Corrective  Take Corrective  Onsite Lead Steps Steps
  • 22. Monitoring, alerts and analytics on any device g, y y • KPIs, values, trends, scorecards, dashboards • Multiple data sources; No new master • Security inheritance & link‐based sharing • No client software to install and maintain • Rapid deployment: Excel‐based Designer • Zero code setup with minimal training
  • 23. Advanced: Mobile BI Business Intelligenze Company 3 Any Mobile or Desktop Client Data Sources Visual KPI Excel Editor Any RDB / BI / OLAP Defines KPI attributes and d D fi KPIs, ib d data sources f for compositing Existing Data Configuration only, no run-time association or External KPIs 1 4 storage Machine Data Publish Scorecards Web Services Web Services Spreadsheets S dh via Web Services LOB Data ERP, CRM Mfg, SCM, Etc. XML over HTTP Streaming Data Data historians Complex Event Processing 2 (CEP) Visual KPI Server (on-premise) External Data Composite KPI and meta data engine Web sites/services Pulls from multiple data sources Generates optimized screens to 400+ devices on demand Security inheritance in real-time
  • 24. BI Dashboard Server Design‐time only XML / Web Services OLEDB / ODBC
  • 25. Groups for unlimited collections G f li i d ll i • Unlimited levels – drill down + across • New data type: Values N d t t V l • Redesigned UI and navigation • Additional touch & tablet optimization Additional touch & tablet optimization • 3 versions and subscription pricing • Hundreds of customer driven improvements Hundreds of customer‐driven improvements
  • 26. Security: Beyond Buzzwords Security: Beyond Buzzwords Data Sources Data Sources Server Devices • Access to  data sources is read‐ • Security Inheritance Model  • Site can be exposed publically or  only leverages existing requirements privately behind the corporate  • Data sources not accessed by the  • On‐premise server under your  firewall client (server only, with the  li t ( l ith th control t l • Web app  ‐ almost no data stored  W b l t d t t d firewall) • Authentication at site level or  on devices • Access is through web services  component level (IIS + AD users &  • Sharing and alerts through data‐ with can be encrypted groups) free links • Encryption through HTTPS • Login optional using IIS  authentication methods authentication methods • BlackBerry® Enterprise Server   (BES) / Mobile Data System  (MDS)  friendly 
  • 27. Benefits • Many save the purchase price from just one incident • Instant awareness / transparency during a crisis • Mobilizes existing operations data with no project • Improves regulatory compliance monitoring • Rapid prototyping tools create the end solution • Great with heterogeneous data sources • Works with corporate or personally‐owned devices • Horizontal and vertical – useful across departments
  • 28. BusinessIntelligenze Beliefs • Mobile  BI as an application, not a toolset • Deployment should take less than a week • There is no such thing as device standard • Web‐apps will win, so we invested early • App store model is flawed for the enterprise • Security is more than buzzwords and technology • Simple &  flexible pricing
  • 30. PROJECT NEED SOLUTION BENEFITS ETL  Integration to save  • The need to highlight performance  • The Business Intelligence solution is  Cost Benefits time in data BPO Caserelated issues to operational  Studies provided to client that is implemented as  • Reduction in data load window: Due to an efficient design  Business Intelligenze Company consolidation, Better  management for timely decisions on‐premise reporting tool with data  of the application to process the data arriving from multiple  Alignment with with  • Reduce the manpower that is currently  Reduce the manpower that is currently collected from different sources like  collected from different sources like data sources into centralized de normalized database, there  data sources into centralized de‐normalized database, there business needs and  generating reports manually  Excels and Internal CRM, Transport  was a reduction in the load window of nearly 50%. The  Performance  • Help in strategizing for leakage of  Management and other Internal  reduction in load window lead to a nearly 25% savings of  Improvement for  revenue  Databases for Attendance and  the resources, hardware, and manpower. leading Outsourcing   • Data Inconsistency, Multiple sources,  Productivity Tracking. Transformed the  • Automating the Data Validation and Data Quality Checks:  Company ‐India offers  and time consumption makes it  data as per business rules for different  Automating the data validation rules and data quality  extensive services that  difficult for operational leaders to  processes and load it into a centralized  checks led to significant decrease in the turnaround time  cover the entire gamut  provide effective analysis. de‐normalized database which is  and lead to effective utilization of 20% of those resources  of call/contact center  • Problem of identification, analysis and  centralized data source for BI Tool. The  time in other productive areas. and back‐office  evaluation of business problems complete design of BI Solution consists  transaction processing. • Ever increasing cost of overheads of: • More Control and Better Value • Continuous need for problem solving,  • Defined the Scope of Work by involving  Better Alignment with Business Needs planning and other Operational  the all key stakeholders (Ops Heads, Sr.  • Given solution to our client to connect goals, metrics, and  Process efficiency ffi i Managers, Managers, TLs) ) people across the enterprise to manage and optimize  l h i d i i • Decision support system, high/low end  • ETL strategy, design, and development information flows like other business processes, leading to  analytics; generate reports to help in  • The online reporting solution using  improved alignment, transparency, and performance. It  planning the business better across  JumboAnalysisTM and pre‐generated  helped in: different processes reports through email. • More timely answers to business questions • Data Integrity and Security • The solution has minimized the need of  • Easier cross‐data analysis to reveal revenue leakage • Data consistency at an organization  Data consistency at an organization manual efforts in collecting data from  manual efforts in collecting data from • Improved cost visibility Improved cost visibility level across different data sources various report sources.  • Better risk management by having better control on  • Report Features – Drill down, Drill  • The solution provides a consolidated  Performance issues through, Chart and Pivoting  view of information across all sites in  • Billing and Performance Trend Analysis at different level of  • Download Report(PDF, Excel, HTML) ‐ which the Client operates and eliminates  organization hierarchy, Processes and line of business. Static, Parameterized, Ad‐hoc and  the need for manual processing, thereby  Dashboard reports  Dashboard reports lowering administration cost and the  lowering administration cost and the • Data Consistent Foundation for Performance Optimization Data Consistent Foundation for Performance Optimization • Report scheduling for static reports  decision‐making cycle and errors that  • Improved Client Focus manual processes are prone to. • Data Consistent Foundation for  Performance Optimization
  • 31. PROJECT NEED SOLUTION BENEFITS ETL Integration, data  • The volume of data per month is millions of records  • The Business Intelligence solution is  The solution has minimized the need of manual  BPO Caseexcel/CSV files. Processing the information from these  archiving and Process  Improvement for  Studies maintained on daily/weekly basis in separate  provided to client that is implemented as  on‐premise online reporting tool with  efforts in preparation of these reports from  Business Intelligenze Company various data sources. This solution provided a  leading Media Back  g excels, it required us to ensure Data Accuracy, Data  , q y, data collected from various Excel/CSV  / centralized and consolidated platform to see  p Office ‐ Outsourcing  Integrity, and De‐normalization of data for optimal  files.  various data analysis on complete historical data  Company‐ In their 3  query performance. • We have automated the extraction,  and eliminated the need for manual processing,  Centers in India • Repeat call trend analysis of Issue reported by  transformation and loading of data from  thereby lowering administration cost and the  Customer, which can be analyzed by issue category for  these excels into centralized MSSQL  decision‐making cycle and errors that manual  any specific period (Yearly / Quarterly / Monthly /  database as per data collation needs.  processes are prone to. Daily) • Provided with presentable Reports and  • Comparative Analysis of Repeat Calls by issue category  Analytical Dashboards with User Role /  Cost Benefits and for any specific period (Yearly / Quarterly /  User Groups access.  • Reduction in data load window Monthly / Daily) • Automating the Data Validation and Data  • SLA Met Analysis and drill down to problem areas due  Quality Checks to which certain SLAs are not met • Decision support system, high/low end analytics;  More Control and Better Value generate reports to help in planning the business  t t t h l i l i th b i • More reliable data for decision makers M li bl d t f d i i k better to ensure effective customer support. • Better and Fast Comparative analysis of  • Ageing of Open cases with reasons for delay. As per  information across different data patterns. status send notification emails to respective customer  • Easier and timely sharing of consistent  executive for completion of documentation or billing.  information between different user groups,  Also manage escalation to respective TLs and  and with customers. Managers as per defined service level. Managers as per defined service level • More coordinated security, to minimize  More coordinated security to minimize • Trend and comparative Analysis of total number of  unauthorized data access billing, booking and collection on Daily/ Weekly/  Monthly/ Quarterly/ Yearly basis fro Better Alignment with Business Needs • Report Features – Drill down, Drill through, Chart and  • More timely answers to business questions Pivoting • Easier cross‐data analysis • Download Report(PDF, Excel, HTML) ‐ Static,  p ( , , ) , • Better control on Performance issues Parameterized, Ad‐hoc and Dashboard reports  • Billing and Performance Trend Analysis at  • Notification on critical indicators.  different level of Processes and line of  • Centralization of database which allows different  business. analysis on historical data as well and to minimize the  • Operational performance management preparation and processing time.
  • 32. 6225 S. Mojave Rd. Suite B Las Vegas, NV 89120, USA. T: +1 408 459 0657 THANK YOU!!! DBS India, 1st Floor, World Trade Towers, Barakhamba Lane, New Delhi T: 011 40540703 2nd Floor, West Tower, Maude Street, Sandton 2196 South Africa T: 011 7138836619
  • 33. About BusinessIntelligenze Business Intelligenze Company Our Target Clients Client Target Markets & Max ASP Service Offering Complex / High Value “Commodity” / Packaged  Business Products & Services Products & Services Top Corporate /   Strategic Intelligence Gathering,  Profiling &  Lead Generation Multinationals Large Enterprise /  Field Sales Support Multinationals Strategic Intelligence Gathering,  Direct Sales & Account  Profiling &  Lead Generation Management Partner Development &  Field Sales Support Smaller Corporate Management High‐Potential  Mid‐Market Companies Partner Development &  P t D l t& Lead Generation & Field Sales  Lead Generation & Field Sales Management Appointment Settings  (Primarily for partners) Mid‐Market / SMB Direct Sales & Account  Management Partner Development &  Partner Development & Management BusinessIntelligenze Service Offering = SOHO & Consumer Volume Inbound Calls (Direct Sales / Pre‐Sales Support/ Care)
  • 34. Strategic Intelligence Gathering, Profiling, Lead Generation & Pipeline Build / Nurturing Business Intelligenze Company Parent Group Target Account List Subsidiary Department Specialist Area Rigorous DM Profiling Understand and Map Target Accounts Multiple DM Engagement Spot Key Decision Makers (DMs) Identify Project & Build Pipeline Investigate Key Reporting Lines Future Pipeline & Nurture Not  Interested Qualified Leads &  Appointments Schedule Appointments /  Build Pipeline Record Reason Why? Manage Field Sales Diary Manage & Nurture Opportunity to Bid? Opportunity to Bid? Go Deeper & Build Brand Go Deeper & Build Brand Opportunity Source & Send Information Bid & Close
  • 35. Build More Powerful & Effective Dashboards POWERED BY:
  • 36. Main business benefits Save significant time by creating/deploying dashboards quickly and easily Low learning curve means almost anyone can design dashboards Rich, interactive visualizations help you understand your data better than competing products It s It's extensible and customizable, to meet your unique challenges and grow and your business grows Its portable, web-based delivery and administration reduces costs and speeds maintenance
  • 37. User features Easy-to-use drag-and-drop dashboard designer Extensive user interactivity with drill down, hover overs and additional controls Numerous data visualization options: charts, gauges, maps, grids and more Mashups, for choosing only the KPIs relevant to you Enhanced dashboard communication via annotations, data export and shared annotations links On-demand performance management through instant notifications and alerts
  • 38. Technical Features • Open API for extensive customization • Integrate into any ASP.NET, Share Point, Silver light or other web application • MS OLAP support • Dundas DashFlow™ parallel collaborative process • DundasScript™ - a full scripting engine
  • 39. 6225 S. Mojave Rd. Suite B Las Vegas, NV 89120, USA. T: +1 408 459 0657 POWERED BY: DBS India, 1st Floor, World Trade Towers, Barakhamba Lane, New Delhi 110001 sales@businessintelligenze.com