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Analy&cs	
  and	
  Business	
  
Discovery	
  with	
  QlikView	
  



SharePoint	
  TechFest	
  2012	
  
	
  
May	
  17,	
  2012	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Introducing	
  the	
  Sandlot	
  Analy&cs	
  Demonstra&on	
  


        A	
  Thorough	
  Example	
  	
                                                               Available	
  Everywhere	
  
        •  A	
  restaurant	
  exemplifying	
  analy2cs	
  and	
                                      •  Mul2ple	
  user	
  types…	
  
           business	
  discovery	
  for	
  industries,	
  including	
  
           •  Restaurants	
                                                                             •  Execu2ves	
  
           •  Hospitality	
  and	
  Hotels	
                                                            •  Opera2onal	
  senior	
  managers	
  
           •  Retail	
                                                                                  •  Regional	
  managers	
  
        •  A	
  model	
  of	
  the	
  elements	
  you	
  would	
  need	
  to	
                          •  Unit	
  managers	
  
           manage	
  a	
  restaurant	
  in	
  a	
  analy2cs	
  solu2on:	
  	
  
           •  Sales,	
  revenue,	
  cost	
                                                           •  Available	
  everywhere	
  
           •  Management	
  and	
  hourly	
  staff	
  costs	
  and	
                                     •  Runs	
  either	
  in	
  your	
  data	
  center	
  or	
  in	
  the	
  
                 performance	
  behavior	
                                                                 cloud	
  
           •  Item-­‐level	
  sales	
  and	
  performance	
                                             •  Runs	
  on	
  PC	
  or	
  Mac	
  desktops	
  and	
  laptops	
  
                 informa2on	
  
                                                                                                        •  Runs	
  on	
  Android	
  or	
  iOS	
  tablets	
  
           •  Unit	
  and	
  regional	
  level	
  performance	
  
                 visualiza2ons	
  

2	
                                                          ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Assessing	
  Sales	
  and	
  Revenue	
  

        Trends	
  Across	
  Your	
  
        Geographies	
  
        Trends	
  oUen	
  appear	
  
        through	
  interac2ve	
  
        visualiza2on	
  where	
  
        you	
  hadn’t	
  seen	
  
        them	
  in	
  tradi2onal	
  
        Excel	
  spreadsheets	
  
        or	
  reports.	
  




3	
                                    ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Assessing	
  Sales	
  and	
  Revenue	
  

        Improve	
  Item-­‐Level	
  
        Performance	
  
        Affinity	
  or	
  basket	
  
        analysis,	
  item	
  
        performance,	
  or	
  
        seasonal-­‐	
  or	
  
        weather-­‐related	
  
        trends	
  can	
  guide	
  
        marke2ng	
  and	
  
        supplier	
  decisions.	
  	
  




4	
                                      ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Unit	
  Comparisons	
  and	
  In-­‐Unit	
  Analysis	
  

        Compara&ve	
  Unit	
  
        Performance	
  	
  
        Iden2fying	
  the	
  
        performance	
  
        between	
  units	
  can	
  
        help	
  senior	
  
        management	
  
        iden2fy	
  trends	
  and	
  
        act	
  at	
  mul2-­‐unit	
  
        levels.	
  




5	
                                    ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Unit	
  Comparisons	
  and	
  In-­‐Unit	
  Analysis	
  

        Performance	
  Visibility	
  
        Guides	
  Managers	
  
        Giving	
  unit	
  
        managers	
  the	
  
        power	
  to	
  
        understand	
  the	
  
        performance	
  at	
  
        their	
  unit	
  can	
  help	
  
        them	
  make	
  changes	
  
        to	
  improve	
  
        performance.	
  


6	
                                        ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Keeping	
  Track	
  of	
  Your	
  Talent	
  	
  

        Managing	
  Top	
  and	
  
        BoMom	
  Talent…	
  
        Iden2fying	
  and	
  
        managing	
  your	
  best	
  
        talent	
  is	
  key	
  to	
  
        success	
  in	
  any	
  
        restaurant,	
  
        hospitality	
  or	
  retail	
  
        opera2on.	
  	
  




7	
                                       ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Keeping	
  Track	
  of	
  Your	
  Talent	
  	
  

        Keeping	
  and	
  
        Growing	
  Your	
  Talent	
  
        Understanding	
  
        turnover	
  at	
  the	
  unit,	
  
        regional,	
  etc.,	
  level	
  
        can	
  guide	
  reten2on,	
  
        promo2on,	
  or	
  
        separa2on	
  ac2ons.	
  




8	
                                          ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Adjustments	
  and	
  Payments	
  

        Track	
  Revenue	
  
        Leakage	
  
        Knowing	
  where	
  
        you’re	
  making	
  
        money	
  is	
  important.	
  
        Knowing	
  where	
  
        you’re	
  not	
  making	
  
        money	
  can	
  help	
  you	
  
        make	
  profitable	
  
        decisions.	
  	
  




9	
                                       ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Analy2cs	
  &	
  Business	
  Discovery	
  



Adjustments	
  and	
  Payments	
  
         Payment	
  Types	
  
         Improve	
  
         Performance…	
  
         Knowing	
  how	
  your	
  
         customers	
  are	
  
         paying	
  can	
  guide	
  
         vendor	
  discussions	
  
         and	
  help	
  you	
  
         improve	
  your	
  
         customer	
  
         experience.	
  	
  




10	
                                  ©	
  2012	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Who	
  Is	
  Cogent?	
  	
  



Who	
  is	
  Cogent	
  Company?	
  




11	
                            ©	
  2012.	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Who	
  Is	
  Cogent?	
  	
  



Par&al	
  Client	
  List	
  by	
  Industry	
  

           Financial	
  Services/	
  	
  
                                                                Restaurant/Retail/Hospitality	
                                                                        Hospital/Life	
  Science	
  
         Insurance/Real	
  Estate	
  




                                Technology/Communica2on/	
  Media	
                                                                         Manufacturing/Energy	
  




12	
                                                            ©	
  2012.	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
Who	
  Is	
  Cogent?	
  	
  



Cogent	
  Thinking	
  	
  

         Books	
  	
  
         • Office	
  2003	
  Programming:	
  Real	
  World	
  Applica2ons	
  
         • Pro	
  ASP.NET	
  2.0	
  Website	
  Programming	
  	
  
         • Mastering	
  Office	
  Programming	
  with	
  VSTO	
  	
  
         • Beginning	
  Microsoi	
  Word	
  2010	
  

         Ar2cles	
  (call	
  for	
  links)	
  
         • 	
  5	
  Business	
  Reasons	
  for	
  Adop2ng	
  the	
  Windows	
  Plajorm	
  -­‐	
  CIO.COM	
  
         • Easy	
  Time	
  &	
  Billing	
  with	
  SharePoint,	
  Outlook,	
  &	
  Excel	
  (and	
  VSTO	
  tool)	
  	
  -­‐	
  Devx.com	
  
         • Repurpose	
  SharePoint	
  Services	
  Data	
  Using	
  Excel's	
  Spreadsheet	
  XML	
  -­‐	
  Devx.com	
  
         • Outlook	
  the	
  Way	
  You	
  Want	
  It—Build	
  Custom	
  Outlook	
  GUIs	
  with	
  WinForms	
  &	
  VSTO	
  -­‐	
  Devx.com	
  
         • Create	
  a	
  Sales	
  Dashboard	
  using	
  Excel,	
  InfoPath	
  and	
  VSTO	
  2005	
  -­‐	
  Devx.com	
  
         • VSTO's	
  Outlook	
  Integra2on	
  Makes	
  Building	
  Managed	
  Add-­‐ins	
  A	
  Snap	
  -­‐	
  Devx.com	
  
         • An	
  Office	
  Developer's	
  Timesaver:	
  Using	
  VSTO	
  2005	
  to	
  Integrate	
  Excel	
  and	
  Access	
  -­‐	
  Devx.com	
  

         Academics	
  
         • Southern	
  Methodist	
  University,	
  Cox	
  School	
  of	
  Business:	
  Adjunct	
  Faculty;	
  Guest	
  Lecturer,	
  IT	
  and	
  Opera2ons	
  Management.	
  
         • University	
  of	
  North	
  Texas:	
  Guest	
  Lecturer	
  in	
  College	
  of	
  Business	
  Administra2on	
  and	
  English	
  Department;	
  Advisory	
  Board,	
  
          College	
  of	
  Business	
  Administra2on,	
  Informa2on	
  Technology	
  &	
  Decision	
  Sciences	
  Department	
  
         • Member,	
  University	
  of	
  North	
  Texas	
  Center	
  for	
  Decision	
  and	
  Informa2on	
  Technology.	
  	
  



13	
                                                                 ©	
  2012.	
  Cogent	
  Company.	
  Proprietary	
  and	
  Confiden2al.	
  
For	
  More	
  Informa2on,	
  Contact	
  
            Marc	
  Hoppers	
  
         Office:	
  214.341.1004	
  
Email:	
  hop@cogentcompany.com	
  
   www.cogentcompany.com	
  

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Cogent Company.Business Discovery

  • 1. Analy&cs  and  Business   Discovery  with  QlikView   SharePoint  TechFest  2012     May  17,  2012  
  • 2. Analy2cs  &  Business  Discovery   Introducing  the  Sandlot  Analy&cs  Demonstra&on   A  Thorough  Example     Available  Everywhere   •  A  restaurant  exemplifying  analy2cs  and   •  Mul2ple  user  types…   business  discovery  for  industries,  including   •  Restaurants   •  Execu2ves   •  Hospitality  and  Hotels   •  Opera2onal  senior  managers   •  Retail   •  Regional  managers   •  A  model  of  the  elements  you  would  need  to   •  Unit  managers   manage  a  restaurant  in  a  analy2cs  solu2on:     •  Sales,  revenue,  cost   •  Available  everywhere   •  Management  and  hourly  staff  costs  and   •  Runs  either  in  your  data  center  or  in  the   performance  behavior   cloud   •  Item-­‐level  sales  and  performance   •  Runs  on  PC  or  Mac  desktops  and  laptops   informa2on   •  Runs  on  Android  or  iOS  tablets   •  Unit  and  regional  level  performance   visualiza2ons   2   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 3. Analy2cs  &  Business  Discovery   Assessing  Sales  and  Revenue   Trends  Across  Your   Geographies   Trends  oUen  appear   through  interac2ve   visualiza2on  where   you  hadn’t  seen   them  in  tradi2onal   Excel  spreadsheets   or  reports.   3   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 4. Analy2cs  &  Business  Discovery   Assessing  Sales  and  Revenue   Improve  Item-­‐Level   Performance   Affinity  or  basket   analysis,  item   performance,  or   seasonal-­‐  or   weather-­‐related   trends  can  guide   marke2ng  and   supplier  decisions.     4   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 5. Analy2cs  &  Business  Discovery   Unit  Comparisons  and  In-­‐Unit  Analysis   Compara&ve  Unit   Performance     Iden2fying  the   performance   between  units  can   help  senior   management   iden2fy  trends  and   act  at  mul2-­‐unit   levels.   5   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 6. Analy2cs  &  Business  Discovery   Unit  Comparisons  and  In-­‐Unit  Analysis   Performance  Visibility   Guides  Managers   Giving  unit   managers  the   power  to   understand  the   performance  at   their  unit  can  help   them  make  changes   to  improve   performance.   6   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 7. Analy2cs  &  Business  Discovery   Keeping  Track  of  Your  Talent     Managing  Top  and   BoMom  Talent…   Iden2fying  and   managing  your  best   talent  is  key  to   success  in  any   restaurant,   hospitality  or  retail   opera2on.     7   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 8. Analy2cs  &  Business  Discovery   Keeping  Track  of  Your  Talent     Keeping  and   Growing  Your  Talent   Understanding   turnover  at  the  unit,   regional,  etc.,  level   can  guide  reten2on,   promo2on,  or   separa2on  ac2ons.   8   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 9. Analy2cs  &  Business  Discovery   Adjustments  and  Payments   Track  Revenue   Leakage   Knowing  where   you’re  making   money  is  important.   Knowing  where   you’re  not  making   money  can  help  you   make  profitable   decisions.     9   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 10. Analy2cs  &  Business  Discovery   Adjustments  and  Payments   Payment  Types   Improve   Performance…   Knowing  how  your   customers  are   paying  can  guide   vendor  discussions   and  help  you   improve  your   customer   experience.     10   ©  2012  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 11. Who  Is  Cogent?     Who  is  Cogent  Company?   11   ©  2012.  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 12. Who  Is  Cogent?     Par&al  Client  List  by  Industry   Financial  Services/     Restaurant/Retail/Hospitality   Hospital/Life  Science   Insurance/Real  Estate   Technology/Communica2on/  Media   Manufacturing/Energy   12   ©  2012.  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 13. Who  Is  Cogent?     Cogent  Thinking     Books     • Office  2003  Programming:  Real  World  Applica2ons   • Pro  ASP.NET  2.0  Website  Programming     • Mastering  Office  Programming  with  VSTO     • Beginning  Microsoi  Word  2010   Ar2cles  (call  for  links)   •   5  Business  Reasons  for  Adop2ng  the  Windows  Plajorm  -­‐  CIO.COM   • Easy  Time  &  Billing  with  SharePoint,  Outlook,  &  Excel  (and  VSTO  tool)    -­‐  Devx.com   • Repurpose  SharePoint  Services  Data  Using  Excel's  Spreadsheet  XML  -­‐  Devx.com   • Outlook  the  Way  You  Want  It—Build  Custom  Outlook  GUIs  with  WinForms  &  VSTO  -­‐  Devx.com   • Create  a  Sales  Dashboard  using  Excel,  InfoPath  and  VSTO  2005  -­‐  Devx.com   • VSTO's  Outlook  Integra2on  Makes  Building  Managed  Add-­‐ins  A  Snap  -­‐  Devx.com   • An  Office  Developer's  Timesaver:  Using  VSTO  2005  to  Integrate  Excel  and  Access  -­‐  Devx.com   Academics   • Southern  Methodist  University,  Cox  School  of  Business:  Adjunct  Faculty;  Guest  Lecturer,  IT  and  Opera2ons  Management.   • University  of  North  Texas:  Guest  Lecturer  in  College  of  Business  Administra2on  and  English  Department;  Advisory  Board,   College  of  Business  Administra2on,  Informa2on  Technology  &  Decision  Sciences  Department   • Member,  University  of  North  Texas  Center  for  Decision  and  Informa2on  Technology.     13   ©  2012.  Cogent  Company.  Proprietary  and  Confiden2al.  
  • 14. For  More  Informa2on,  Contact   Marc  Hoppers   Office:  214.341.1004   Email:  hop@cogentcompany.com   www.cogentcompany.com