Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik...

20
Qlik per il CFO moderno Swim or Sink in the Data Lake Francesco del Vecchio

Transcript of Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik...

Page 1: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Qlik per il CFO moderno

Swim or Sink in the Data Lake

Francesco del Vecchio

Page 2: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

2

“In many ways, the CFO is the senior analyst in the business

and therefore the pressure is on you and your team to make

sense of all of this information, determine which pieces are

the most relevant and extract value from them." Christopher

Stancombe, CEO Business Process Outsourcing

Tratto da: «CFO Analytics» di CapGemini

Page 3: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

3

“Il CFO può essere il ponte tra il processo

decisionale strategico e quello operativo

grazie agli strumenti analitici”

“Questo è un fondamentale cambio di

ruolo, è la differenza tra gestire il

business e guidare il business”

Page 4: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

4

“The right fit between a company and its CFO involves a complex set of trade-offs reflecting its strategy, the skills and abilities of top management and the finance function, and a given individual’s ability to drive change. Understanding how the role is evolving can prompt useful conversations that shape the CFO’s role at your company in the future.”

Tratto da: «The DNA of the CFO» di Ernst&Young

Page 5: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

5

Le sfide del CFO moderno

• Riposizionare la percezione del Finance come centro di profitto

75% dei CFO sta trasformando la propria organizzazione, ma 2 su 3 fallisceFonte: CEB Report – Top Insight for the World’s Leading Executives

• Stringere la relazione con le Business Units

61% dei CFO concorda nel dire che la relazione con le altre organizzazioni è migliorata negli ultimi 3 anniFonte: E&Y Report – The DNA of the CFO

• Unificare informazioni business essenziali

4% dei CFO ha già pienamente implementato “Business Analytics”, il 20% ha in programma di farlo entro 2 anniFonte: Accenture Report – The CFO architect of Business Value

• Essere il fautore del Vantaggio Analitico

18% delle aziende vede il Finance come il principale responsabile per le AnalyticsFonte: Deloitte Report – How CFO can hown Analytics

31% dei CFOs dichiara di avere pianificato budget per estendere le capacità analitiche in aziendaFonte: KPMG– Insight from our latest Global CFOs research

Page 6: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

6

Last Mile of Finance

L’ultimo miglio del Finance è ancora ricco di processi manuali che non permettonodi fare intelligence sui dati. Il reporting raramente permette di capire le dinamicheche portano a certi KPI e l’impatto che possono avere modifiche a comportamentio modelli di business

Page 7: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

7

Vision of Finance BI Maturity Curve

Higher Profitability and Efficiency/Effectiveness

Pro-Active Analysis

Client-Initiated Business Analysis

Trends, Variance Analysis, Hierarchy & Segmentation

• Accounting, Controls, and

Financial Reporting

• Consensus Builder

• Influencer

• Strategist

Finance Roles

Page 8: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

8

Qlik® Platform è pensata per rendere qualunque datoaccessibile e analizzabile

…e connette ogni utente ai propri dati

Page 9: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Business Value with Qlik in Finance ROI examples

• 25% decrease in contractor employment needs

• $10 million budget savings as a result

• 1 year duration projects now reduced to 6 weeks

• €42 million in procurement cost savings over 2 years

• 231 hours/month reduced to 54 hours for BI work

• £3 million savings in first year with Qlik

• £24 million forecasted savings over 5 years using Qlik

• ½ day reduced to ½ hour for typical in depth analysis

• $4 million cost savings

• $100 million in added revenue from the support and service contracts

they are now able to monitor and quickly address

• 3 weeks to 3 days for the Financial Close process

• Before: “50 per cent of the finance group spent 50 per cent of their time

gathering reports”

• After: 30% est. savings on employees’ resources and time

Page 10: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

5 Finance ‘Solution Areas’Financial Planning &

Analysis

Expense Management Revenue & Profitability

Cash-Flow & Balance Sheet Management

Compliance & Risk

Page 11: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Unlocking the Power of Your Finance Data

• Shrink deadlines through operational and financial control

• Improve understanding of business units Optimize forecast outputs

• Integrate multiple general ledgers from disparate sources

• Putting the “A” back in FP&A

• Optimized budget allocations

• Improved financial decisions

• Blend “top-down” & “bottom-up” forecasting

• Cost reduction and increase revenue

Financial Planning & Analysis

Page 12: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Unlocking the Power of Your Finance Data

• 360º view of expenses

• Discover trends and cost reduction areas from redundant expenses or poor pricing

• Increase visibility of direct & indirect allocations

• Identify daily spending by business users & managers

• Leverage expense under-runs

• Deliver month on cost & manage exceeding costs

• Greater assessment of true cost ownership and real value of contracts

• Cost reduction and increased profit

Expense Management

Page 13: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Unlocking the Power of Your Finance Data

• Centralize data infrastructure

• Manage multiple portfolios & products

• Adapt to changing requirements

• Insight into pricing & market behaviors

• Unit & price optimization opportunities

• 360°view of estimates vs. actuals

• Reduced slippage, risks, and underperformance

• Eliminate communication lag time

• Increased margins and revenue

• Increase product and market opportunities

• Improved product portfolio performance

Revenue and Profitability

Page 14: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Unlocking the Power of Your Finance Data

• Improve assessment of A/P & A/R performances

• Improve cash conversion cycle & reduction delinquent accounts

• Take advantage of vendor discounts

• Optimize cash resources and liquidity

• Plan cash-flow for “stress” scenarios

• Streamline cash flow and increase asset efficiency

• Integrated treasury functions & visibility

• Reduce aged receivables

• Cost reduction and increased revenue

• Improve customer service

Cash-Flow & Balance Sheet

Page 15: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Unlocking the Power of Your Finance Data

• Enhance existing internal controls environment

• Complete enterprise view of risk exposures

• Integrate data stored in disparate stacks and sources

• Investigate through automated sampling techniques

• Decrease risk, fines, penalties, and fraud

• Transparency with management and regulators

• Improved ad-hoc compliance & risk investigation

• Increased profitability

• Align governance models with strategy

Compliance and Risk

Page 16: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

16

Qlik Customer Snapshot: Aon

Challenges

• Insight into company revenue streams, fees and commissions by segment, industry, country and practice group

• Automate reporting systems to compile and back-check data to eradicate time-wasting multi-country manual reconciliation

Solution• Deployed QlikView to ~370 users within the Finance function

encompassing 12 countries throughout Asia: • Budget Analysis: Immediate budget summaries of local and overall

revenues by actual, budget, variance and accruals • Client Budget Analysis: Assess revenue performance by client group

or individual client, income classes and type • Earnings Analysis: Margin analysis of the premium and cost

breakdown of brokerage fees, discounts and commissions • Top Client Analysis: Client rankings by revenues, region, industry,

product class, including year-over-year comparisons • Revenue Analysis: Measures country revenue performance

calculating renewable business as percent of total new revenue • Top Product Analysis: Revenue performance analysis of products,

product segments and industry-specific offerings

Benefits• $221,000 in cost savings and reduced time in manual budgeting • Productivity gains through less reviews and instant access • Strategic benefits through improved decision-making and the new-

found ability to identify trends and unleash market potential

“The beauty is that we can now see exactly where things are performing well and where things have gone wrong. Before, we had multiple sources and never knew if a reporting problem was just bad data or a real issue.”

– Tom Gill, Regional CIO, Aon Asia

Page 17: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

17

Challenges

• Make huge volumes of gaming data accessible to the business

• Deliver rapid business insights

• Empower business users with self-service

Solution

• Deployed QlikView to multiple lines of business:

• Executives can make more informed business decisions based on KPI metrics

• The marking team can target games more effectively based on multi-dimensional customer insights

• Financial analysts are measuring return on investment in marketing campaigns for the first time

• The product development team can analyze customer

behavior to inform future games design

• The IT team is gaining a better understanding of data structure and relevance

• Over 100 QlikView applications now in daily use

• Handling 2 billion rows of data generated per day

• First application in production within a week

• Return on invest achieved in a few months

• Users able to search and analyze big data in the way they want

Benefits

• Delivered rapid analysis with zero wait time

• Provided an excellent self-service experience for multiple users

• Created a powerful new platform for improved decision making

Page 18: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Quantifying QlikView® and Qlik® Sense ROI Calculator

Qlik can partner with you to deliver a ROI Value Workshop

• Helps quantify the value of investing in QlikView

• Powerful demonstration of advanced QlikView capabilities

• Simplifies/streamlines the math

Sample Functionality:

Calculate IRR, NPV, Payback, etc.

Monte Carlo Simulation Scenario & What-if Analysis

Page 19: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

19

QlikView® ROI Calculator

Page 20: Qlik per il CFO moderno - Qlik Business Intelligence: Data ...go.qlik.com/rs/497-BMK-910/images/Qlik per il nuovo CFO FDV.pdf · Quantifying QlikView ® and Qlik ® Sense ROI Calculator

Thank You