Using Dashboards & Analytics to Find Hidden Gems in Your Data

1© 2014 Adaptive Insights | Confidential & Proprietary
T H E G L O B A L L E A D E R I N C L O U D B I & C P M
Use Dashboards & Analytics to
Find Hidden Gems in Your Data

Agenda
The Call for Strategic Insights:
The Changing Role of Finance
Value of Insight through Analytics
Demonstration
Q&A

Today’s Speakers
Irina Lewis
Director of
Product Marketing
Vito Mancini
Senior Solution
Specialist
Value of Insight
through Analytics
FP&A in
Action

The Call for Strategic Insight

Organizations that don't put
analytics at the core of their business
are not going to survive.
“
”

The Changing Role of Finance
Tactician to Strategist

Data gathering
Efficiency
Cash management
Control
Reporting
Insight and action
Enabling innovation
Execution
Agility
Risk management
CFO
New Role of Finance
71%
strategic
influence
of CFOs have seen
their overall level of
increase over the
past three years*
Source: 2014 CGMA Survey

#1
Priority
LeadersWant BusinessAnalytics

Analytics = Competitive Advantage
Companies that use
analytics are more
productive and more
profitable than their
competitors
10 Year Revenue CAGR
2X
Growth
Average
Analytics
Leaders

a) Better decision-making
b) Improved operational efficiency
c) Revenue growth
d) Increased competitive
advantage
e) Enhanced customer service
f) Other
Poll: What is the primary objective
your organization is seeking from
business intelligence?

The Acid Test
Tools & Tips for Success in BI
Trends to Emulate
x

ACID Test for BI Success

Test for Strategic Analytics Success
A C I D

acid test
noun
A conclusive test of the success
or value of something
Oxford Dictionary

ACTIONABLE
COLLABORATIVE
INSIGHTFUL
DELIVERED EASILY

ACTIONABLE

Performance Management
Makes Analytics Actionable
“Align Financial Processes And Systems For Better Business Value And Compliance”

Insights Turn to Action
Sales
Plans
Finance
Plans
Finance
Ops
Sales
Better
insights
KPI’s

Action Requires Analysis
Sales
Plans
Finance
Plans
Finance
Ops
Sales
Better
decisions
KPI’s

a) 1-2 business days
b) 3-5 business days
c) 5-10 business days
d) 10+ business days
Poll: How long does it take go get
results (or actuals) to decision
makers after financial close?

CROSS-FUNCTIONAL

Need for Enterprise-Wide Data
There’s a growing recognition
that it is vital to combine data
from across the organization.
2005
35%
Source: Forbes, March 7, 2014
82%
2014
Source: 2014 CGMA Survey

Corporate and Departmental KPIs
Executive KPI View
Finance
KPIs
Sales
KPIs
Marketing
KPIs
HR
KPIs
Your Business Systems
Ops
KPIs

INSIGHTFUL

Business leaders
understand
which KPIs critical to
business strategy
71% 31%Agreed had
visibility to
needed metrics

Metrics and KPIs
HROperations
Executive Profit & Loss Scorecard (Act/Bud)Sales Pipeline
Gross Income
Service Backlog
Project / Product Backlog
Customer Retention / Turnover
Finance
Sales &
Marketing
Revenue Operating Income
Expense, % of Revenue Free Cash Flow
Share of voice Lead Conversion
Lead & Sales Pipeline Cost Per Lead
Industry Specific Backlog
Inventory Turns Six Sigma
Headcount Expense / Employee
Employee Satisfaction Rev / Employee

History Lesson: Anscombe’s Quartet
What is the data telling you?
1 2 3
I II III IV
x y x y x y x y
10.0 8.04 10.0 9.14 10.0 7.46 8.0 6.58
8.0 6.95 8.0 8.14 8.0 6.77 8.0 5.76
13.0 7.58 13.0 8.74 13.0 12.74 8.0 7.71
9.0 8.81 9.0 8.77 9.0 7.11 8.0 8.84
11.0 8.33 11.0 9.26 11.0 7.81 8.0 8.47
14.0 9.96 14.0 8.10 14.0 8.84 8.0 7.04
6.0 7.24 6.0 6.13 6.0 6.08 8.0 5.25
4.0 4.26 4.0 3.10 4.0 5.39 19.0 12.50
12.0 10.84 12.0 9.13 12.0 8.15 8.0 5.56
7.0 4.82 7.0 7.26 7.0 6.42 8.0 7.91
5.0 5.68 5.0 4.74 5.0 5.73 8.0 6.89

28© 2014 Adaptive Insights | Confidential & Proprietary 28
 See patterns INSTANTLY
 Recognition IMMEDIATE
 Consider TIME to INSIGHT
 Consider RISK of MISSING
See Trends Now?
Same Datasets Visualized
“A picture is worth a thousand numbers”

DELIVERED EASILY

CloudAcceleratesAnalytics Delivery
Source: Forrsights Software Survey, Q4, 2013
Base: 1,417 enterprise and SMB companies
57%
67%
69%
68%
69%
72%
75%
Opex no Capex
Low cost
Ease of updates
Quicker innovation
Reallocate resources
Speed of delivery
Improved agility
Agility
and
Speed
Cost
“How important were the following benefits in your firm's decision to use SaaS?”

What Finance is Saying:
Process and Tech Priorities
8%
9%
9%
11%
11%
13%
16%
Ongoing monitoring
Quality of data
Reducing operating costs
Enterprise-wide view
Product and customer profitability
Sharing relevant information
Decision making
3%
2%
16%
17%
23%
35%
8%
11%
8%
11%
18%
29%
8%
10%
10%
18%
24%
14%
GRC
Reconciliations
Cloud computing
Workflow
ERP
Business analytics
Ranked 1st Ranked 2nd Ranked 3rd
Process Improvement Technology Priorities
Ranked 1st

Drives Accessibility

a) Self service
b) Finance
c) Accounting
d) IT
e) Operations
f) Combination
Poll: Where do decision makers
need to go to get reports?

Drivers of BI Initiative Success

From the Wisdom of Crowds
1 State of Data
2 Ability
3 Objective
4 Initiatives
Dresner Advisory Services, LLC
Wisdom of Crowds BI - 2014
BI success strongly and directly related to…

Ability to Act
Success with BI corresponds strongly
with ability
act on insight
State of Data
Success with BI
directly related to
state of data
Truth in Data Drives Aligned Action
60% of companies need to integrate six sources,
20% need to integration even more
Ease of Integration is Vital for BI
1 2

Our discussions are more valuable
today with Adaptive Discovery as our
universal starting point for discussing
what the data is telling us.
“
”

Initiatives
Advanced visualization strategic
 Dashboards
 End-user self-service
 Data warehousing
Objective
Better decision making
as objective
strongly identified across
functions, industries, geographies
Better Decisions through Visualization
70% companies identified dashboards & advanced
visualization critical to business success
Fast Visual Insight Strategic to BI
3 4

a) None
b) 1
c) 2-4
d) 5-7
e) 8-10
f) 11+
g) Don’t know
Poll: How many business
intelligence or analytics tools do you
use in your organization?

Thought Leadership into Action

2,000
customers
200+
partners
50%+
growth
85
countries
#1
share
Our cloud business analytics platform empowers management
teams to transform their planning, reporting, consolidations
and analysis – improving productivity, costs & decisions.
THE GLOBAL LEADER IN CLOUD BI & CPM

DEMONSTRATION

Make It… To realize…
ACTIONABLE  Real-time impact of decisions
COLLABORATIVE  Cross company alignment
INSIGHTFUL  Better, informed decisions
DELIVERED EASILY  Timelier information access
Benefit Recap

Q&A

46© 2014 Adaptive Insights | Confidential & Proprietary 46
Irina Lewis
Director of Product Marketing
ilewis@adaptiveinsights.com
Vito Mancini
Sr. Solution Specialist
vmancini@adaptiveinsights.com
Talk to us anytime!
Take the next step!
 Visit Adaptive Insights Web Site:
– Complete Demo:
http://www.adaptiveinsights.com/demo_recorded.php
– Free Trial:
http://www.adaptiveinsights.com/enterprise_trial/
 Request a customized demo to find out if
Adaptive can help your organization
 Don’t forget to download your copy of the
Harvard Business Review paper, “How Do
You Think About Performance Measures?”
 For CPE credit, complete the survey at the
end of the webinar
 Attend the Adaptive “Finance Best Practice”
Forum

Adaptive Roadshow
Finance Best Practices Forum
Mark your calendars!
The 2014 Adaptive Roadshow is headed to a city near you!
Dates and Locations:
September 9 San Francisco, CA
September 9 Sydney, AU
September 11 Dallas, TX
September 16 Boston, MA
September 16 Chicago, IL
September 17 Atlanta, GA
September 18 New York, NY
September 18 Toronto, ON
October 14 London, UK
Official invitation, agenda, and registration details are coming soon!
Join us and learn what the future of
finance has in store for you! The full
day program, led by industry
innovators, will give you ample
opportunity to meet with the Adaptive
team of experts and network with
other FP&A and Accounting
professionals in your area!

Discovery is critical to our business,
delivering faster insights for more
agile decision-making. WithAdaptive
Planning and Discovery, the office of
Finance at URS is now a strategic driver of
business improvement and growth.
“
”

Thank You. Be Adaptive!

Using Dashboards & Analytics to Find Hidden Gems in Your Data

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Using Dashboards & Analytics to Find Hidden Gems in Your Data