1. QlikView: #1 in…
#1 in #1 in
Ease of use Customer loyalty
Scorekeeping to KPIs Intend to buy more
licenses
Dashboard Satisfaction
and Usage
Query performance
*Gartner: BI Platforms User Survey, 2010 *BARC: BI Survey 9, September 2010
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2. QlikView: Gartner 2011 BI
Magic Quadrant Leader
• “Data discovery platform
momentum accentuates the need
for a portfolio approach.”
• “QlikTech is the poster child for a
new end-user driven approach to
BI.”
• “With „ease of use‟ now surpassing
„functionality‟ for the first time as
the dominant BI platform buying
criterion in research conducted for
this report, vocal, demanding and
influential business users are
increasingly driving BI purchasing
decisions.”
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3. What would it mean to your bottom line if you…
Could quickly integrate disparate data sources and assess the present and historical
performance of your loan originators and loan portfolio?
Make changes to your critical reports in minutes, hours and days vs. weeks and months?
Could quickly offer visibility and analytical capability directly to users, empowering them
to make more informed decisions regarding asset and risk management?
QlikView
The Power of Simplicity
Next Generation Business Intelligence
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4. Loan Origination and Portfolio Risk Model
Business
Development
Recruiting ,
&
Planning, Retention
Budgeting Planning
& &
Forecasting Compensation
Charge-off ,
Delinquency CRM / PRM
execution &
&
Cross Sell
Loan Origination and Sales Activity
Performance
Opportunities Risk Management
- Integrate the total picture
and drive right-time
Portfolio collaboration Branch,
Performance, Operations
REO, Short - Simplify in-depth, Individual
Sale , Mod‟s ad-hoc and predictive analysis &
& Team
- Interactive reporting solution, Performance
Risk Analysis scorecards and KPI
dashboards drive execution
Customer Competitive
Satisfaction Pricing
& &
Marketplace
Retention Trends
Loan
Operations: Origination:
UW, SLA‟s, Program,
Pipeline, Pricing, Rate
PE‟s & PT Lock &
Quality
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5. QlikView: Powerful, Intuitive, Easy-to-Use
QlikView creates value in organizations through data driven
decisions:
 Access & consolidates disparate data
 Search data associatively
 Summarize, visualize and analyze the data
Associative
Consolidate Visualize
Search
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6. Associative Search Puts Users in Control
Traditional Associative
Region Region
State
Sales
State Person
Product
Sales
Person
Product
IT Driven User Driven
• Linear, pre-defined thinking • Follows the user
• Insights missed in hidden data • All data, always visible
• Months to change • Insight driven
• Data-centric • Minutes to change
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7. QlikView is
Broadly Applicable to Investment Management
Asset Management Executives & Business Lines (EQ, FI)
• Portfolio Management & Analysis • Executive Dashboards
• Investment Performance & Profitability • Product Management & Performance
• Investment Research • Equity / Fixed Income Research
• Scenario / What-if Analysis • Portfolio & Transactions Analysis
• AUM Analysis / NAV Interpolation • Performance, Margins, Commissions
Risk Management & Compliance Trading
• Risk & Exposure Analysis • Trade Activity & Realization Analysis
- Credit, Market, Portfolio, Operational • Cash Management
- Cross-Product and Counterparty Risk • Predictive Analysis
• Compliance – Traded Products, Basel II, • Sales & Trading Performance
KYC, AML, USA Patriot Act, TCF • Trade Life-Cycle Management
Operations, IT, & Back Office Sales, Marketing, & Financial Advisors
• Financial & Management Reporting • Sales & Revenue Analysis
• P&L Analysis by LOB Dashboard • Customer Segmentation & Targeting
• Fund Accounting / GL • Product Performance Analysis
• Business Process Efficiency Analysis • Marketing Campaign Analysis
• IT Systems & SLA Management Reporting • Online Channel Applications
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8. A Traditional Reporting Solution looks like this...
1. Data sources pre-determined by IT
2. Data goes through ETL (Extract, Transform, Load) process
3. Data loaded into data warehouse and modeled into cubes
4. Data loaded into Business Intelligence / Reporting Solution Application
5. Every time data changes, it goes back and forth through this process
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9. Now let’s look at QlikView’s Patented Approach…
1. Easily consolidates multiple data sources
2. Loads all data into memory
3. Enables real-time associative search and analysis
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10. QlikView Bypasses
the Traditional BI Stack Challenges
Traditional BI Stack
User Interface, Dashboards, • User Interface
Scorecards, and Reports
• Lots of tools • One tool
• Chart and Report
• Multiple vendors • One vendor Engine
OLAP, Query, and
Reporting Tools
• IT driven • End-user driven • Analysis Engine
Data Marts • Months to change • Minutes to change • Data Compression
• High cost • Low cost • Integration
Data Warehouse
Integration Layer (ETL)
Unstructured Data Unstructured
ERP CRM ERP CRM
Data Warehouse Data
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11. QlikView Delivers
A Consumer Approach for Business Software
People Love Consumer App People Love Using QlikView
Experiences
• Instant results
• Easy to use
• Intuitive interface
• Simplifies complex analysis
• Self service with minimal training
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12. The QlikView Customer Experience
Findings from IDC/QlikTech Joint Survey
BI Initiative Success and Satisfaction
• 96% of customers are satisfied with QlikView
ROI (Return On Investment)
• 186% Return On Investment
• 6.5 month payback period
Time to Value
44% deployed QlikView in 1 Month
77% deployed QlikView in 3 Months
50% reduction in information access and analysis time
-100 0 100
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13. Aberdeen: QlikView Dashboards
Outperform Best-in-Class
 QlikView rates above Best-in-Class in dashboard accuracy
Yearly Dashboard Cost Per User % Driven by Line of Business User
$22.41 62%
$28.53 48%
$35.58 41%
*Aberdeen: QlikView Customers Outperform the Best-in-Class with Dashboards, August 2010
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14. Migration Complexity score
Source: Gartner, BI Platform
Magic Quadrant Customer
Survey conducted November
2009
In the BI Platform Magic Quadrant
customer survey conducted
among 897 participants,
respondents were asked to rate
their migration experience on a
scale of 1 to 4; with 1 being simple
and 4 complex. The weighted
average score was calculated
based on the sum of multiplying
the score by the percentage of
respondents that selected each
score for each vendor.
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15. For more information
call Dave DeBonis at 973-871-4011 or email ddebonis@jhcohn.com
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