Welcome (Breakfast Seminar)- Presentation Begins at 8am

Knowledge Management Solutions

CFO & Corporate Performance –

Financial Dashboard

A 360 Degrees View of your Financial Reporting

Piecing the Financial Bits Together

• Finance professionals are at the heart of any enterprise and significantly impact

the Operational Performance, Strategy Planning, Execution & Control.

• Stakeholders are increasingly looking to the CFOs as not only those overseeing

the books and dealing with the financials.

• Today, significant amount of time and effort are spent daily in preparing and

digesting voluminous spreadsheets that provide a lot of data but limited decision-

making capability.

Since Financial Crisis

• 3 Mega Shift in Trends

• Loss of Trust from Customers, Corporations & Government

• Demographics:

• New Emerging Markets (Rise of the East)

• Customer Behaviors : Going Mobile, Electronic Forms, etc.

• Technology Shift & Lifestyle Integration

• Social Media, Connecting World, Accessibility of Financial Info Online

An Overview

Agenda

• Introduction to Knowledge Management Solutions

• User Experience – Adrian Chan, CFO of Luxasia Pte Ltd

• Leveraging Dashboard to Optimize the Role of CFOs

& Walk through the KMS Financial Dashboard – Demo

• QlikTech sharing

• Jason Bissel, Managing Director for QlikTech Asia

• Q & A and Closing

Knowledge Management Solutions

Company Profile & Experiences

- Seet Teck Kiang, Head of Sales - Singapore

About Us

• Business Intelligence and Corporate Performance

company in Singapore since 2004• Regional focus

250 customers served

50 Financial Dashboards to MNCs.

• Regional Presence

• Presence in Singapore ,Malaysia ,Thailand, Hong Kong, New Jersey,(USA)

• Specializes in the Large MNCs / Government sector

Financial Dashboard Platform - QlikView

Unique Value

• KMS key differentiating factor is our consulting talent.

• Elite Solution Provider of 7 Years with over Financial Dashboards

Implementations in over 50 Corporations

• Wealth of experience in Large Enterprise Global Projects with

Complex Requirements

• Different Verticals Expertise

• Consultants with a deep functionality understanding across

business domains (Finance, human resources, risk analysis,

manufacturing, supply chain, production, etc.)

Similar Conditions• Most have Excel Reporting or Existing Dashboards

Challenges

• Business Visualization was Poor (i.e. Lack of 360 degrees View)

• Technology cause information to display in Silos or In Summary

• Lack of Business Associativity & Granularity

• Risk vs Revenue vs Assets (Granular at the Business Segment Level)

• Canned Reports lack “Dynamism”

• Changes to business rules / dimensions were slow to implement

• Pressure for Transparency & Accurate Reporting demanded by both Internal

Customers & the Financial Community

• Senior Management, Line Managers, Investors, Regulators (MAS), Auditors

• Increase Speed of Financial Reporting (Closing the books)

• What is my exact financial position now & compared to our peers?

Our Platform was the Differentiator

Why did they buy it?

Finance Management & Analytics

Dashboard

A User Experience

- Mr. Adrian Chan, CFO for Luxasia

14

Luxasia Pte Ltd and its Subsidiaries/JV

A leading distributor of prestigious fragrance, cosmetics, skincare

and hair care products with extensive regional business network

and presence in more than 10 countries. It is also a retailer, spa

operator, distribution agent for apparels and accessories logistic

specialist. As a one-stop or complete solution service provider, the

Group manages and supports the joint-ventures with partners

from the US and Europe.

15

Financial Dash Board (Before)

Key Business Requirements

• Brand/Division-wise profitability analysis required

• Source system does not capture the overhead exp at brand level

• More than 100 brands need to be analyzed

• P&L Reports based on complex grouping rules

• Complex business rules for apportionment of overhead expenses by Brand by Month

• Allocation had to be manually done using thousands of excel sheets

• Multi-country with different base currency needed consolidated views

• Data issues in the source system captured wrongly affecting the reports

16

Financial Dash Board (After)

Values

&

Benefits

Data Integrity,

Consistency &

Transparency

User-friendly &

Low Maintenance

Easy & Short

Implementation

Time

Real Time and

Automated

Balance

Scorecard

Great Speed &

Flexibility:

What If Scenario,

Predictive &

Detailed Analysis

Productivity

Gains

Fast Response

to Business

Changes

Simplification &

Standardization

17

Knowledge Management Solution

• Able to understand the business problem because of their

experience and wide exposures

• Commitment and creativity in finding solutions when

constraints are faced

Leveraging Dashboard to Optimize the

Role of CFOs

A Review of the KMS Financial Dashboard KPI Metrics

- Nagesh, Regional Consulting Head

- Ramas, Director for Services

Key Challenges

• Integration of information

• internal sources

• external sources

• delivery issues

• timeliness

• Identifying key indicators

• Information delivery

• Static

• Cross functional data

• Disjointed

• Interpretation “#$@”

• metrics definitions

• cross functional challenges

• stakeholders vs internal

• accounting estimates

• qualitative data like market info

• Investigative hurdles

• Cross the IT wall – knowledge owners

• Using the delivered data/info - knowledge users

• Inflexible navigation path

• Lack of intuitive interface

KMS Financial Dashboard

•Objective

•Bridging the gap between the information residing in data and the knowledge users

•Enable a user driven platform to Identify, Investigate and Act on items of significance

•One view to allow multiple role players to have a single version of the data

•Identify

•Focus on allowing user to navigate to items of significance

•Flexible and intuitive interface using the best in class BI Tool

•Knowledge area well defined and easy to interpret --dynamic display of metrics and definitions

•navigation path and depth of data required for analysis like summary and detail level

•Communicate information of significance

•Using a data display medium leveraging on the users knowledge – going beyond exception

reporting

•Using visual display for easy interpretation

•Investigate

•enable user defined analysis path for investigation

•Act

•simulate scenarios for impact analysis

•generate actionable information

•User Defined Adhoc Analysis and Reports

•Deliver Custom Reports for meeting oversight responsibilities

KMS Financial Dashboard Analytics: A “Fly By Wire” Approach

A Demonstration

Financial Dashboard – Global Mobility

Dynamic Dashboards

Dynamic Dashboards

Dynamic Dashboards

Data Visualization

Financial Dashboard Platform - QlikView

30

Conclusion Benefits

Powerful Visualization & Interactivity “Qlik & View”

360 Degrees View of Business (Unlimited Dimensions/Transaction

Level)

Rapid Prototyping to Production Model

Quick Review & Change before Launching

Associativity between Business Units

Finance vs Market Exposure vs Operations

Leverages Existing Reports / Data Sources

Rapid Change to Business Rules / Dimensions

Automate All Standard Reporting (Inc. Time / Effort Savings)

Rapid Deployment of Analytics/Reports to Line Managers

MOBILITY (Anytime, Any Platform, Anywhere)

Questions & Answers?

Q & A

Financial Dashboard- 1st Come Basis

Thank you for coming!

Proof of Concept / Workshop – Limited Places

If you like what you have seen today and will like to review the Financial Dashboard using your own data.

Please indicate on the form/checkbox:

i) I’m Interested in a One to One Meeting to explore KMS Financial Dashboard Further.

i) Proof of Concept

ii) Workshop

<< Limited Dates: 26th (Tues), 27th (Wed), 28th (Thurs) April >>

*Please return form to Martha (at door) to obtain your FREE Thumb-Drive!

e.g. 26th April, AM

Reading the Financial Statement

We Make Things Easier

Customer

Profiling

(e.g. DW)

Financials

Projections

(Excel)

Local

Intelligence

(MS Access)

External

Data Source (e.g.

Currency

Exchange)

ERP/CRM

Systems