Business Intelligence & Data Analytics Presented to: IIA & ISACA January 22, 2019

1. Business Intelligence & Data Analytics Presented to: IIA & ISACA January 22, 2019

2. Agenda Introductions BI Dashboard Examples What is BI and Data Analytics? Who Needs BI? Top Objectives for BI Aventine Hill’s Approach to BI Behind the Curtain Q & A

3. Who We Are Mike Lovelace, MBA, CPA, CMA, CISA Mike.Lovelace@AventineHillinc.com CFO Partner 281.216.2493 Lawrence Coffee Lawrence.Coffee@AventineHillinc.com Senior Manager 713.878.0817

4. Example Dashboards

5. Business Intelligence (BI) • Multiple KPI’s and Metrics that drive your organization’s strategic objectives. • ------------------------- • Reports and Dashboards delivered to any device - updated as often as needed: • real time monitoring • alerting • advanced drill down Website Conversion Funnel Sales Revenue Revenue Profit Margin Leads Average Purchase Value Top Customers Net Profit Total Revenue Units Sold By Month Last 30 days By Product Category YTD By Region YTD YTD By Revenue YTD YTD YTD Client Revenue Year Last Year Current Year 60% Cosmetics • Alfreds Futterkiste $330,221  $8,301 23% 768 100% 10M 50M 100% • Berglunds snabbköp $299,112 $20M Workwear 30% • Centro comercial Moctez… $200,349 25M 50% 5M 313K $113M $26M 135K • Ernst Handel $199,312  Visit Consumer Electronics • FISSA Fabrica Inter. Salch… $120,000  $45M 0% 0M 0M 0% $0 $0 $31M $142M 0 202K $15M • Galería del gastrónomo $99,222 230K Y-5 Y-4 Y-3 Y-2 Y-1 Y0 Mar Apr May Jun Jul Aug Sep $28M Product Page $15M 146K Add to Cart $10M Financial Services Scientific Equipment 110K Checkout $5M 63K Sale IT Services 20% $0 Oct Jan Feb Mar Apr May Jun Jul Aug Sep Nov Dec Debt to Equity Return on Equity Working Capital Debt-to-equity-Ratio RoE Short Term Assets Debt-to-Equity Debt Equity Cash Investments A/R Allocated Budget Actual Spending Y-4 Y-3 Y-2 Y-1 Y0 Budget Departmental Budgeting and Expenditure Sales 7M 6M 5M 4M Administration Marketing 3M 2M 1M Information Technology Development Customer Support

6. Mobile Views of Report

8. Data Table

9. UNIT COST by DEVICE TYPE Equipment Lifecycle Planning REPLACEMENT YEAR UNIT COST by DEVICE MODEL LOCATION DEVICE TYPE DEVICE MODEL UNIT COST YEAR

10. Product Category Brand Name 2013 2014 Brand Name Product Category

11. Who needs BI anyway? Any business function that needs to understand what happened in their department or division, why it happened, what is going to happen or how they can make it happen can benefit. Here is what some of the market research says: “Gartner's recent survey of more than 3,000 CIOs shows that CIOs ranked analytics and BI as the top differentiating technology for their organizations. It attracts the most new investment and is also considered the most strategic technology area by top-performing CIOs” Any data Internal, external, multiple sources, near real time… Organization type Role • Strategic KPI’s, • financial and non-financial datarevenue, expenses, assets, investments, sales, eCommerce, research, Marketing, Projects, IT, HR, Legal • Building Permits, Citations Issued • Call center • Claims, Loans • Prices, Quality • Start ups • Middle Market • High-Growth • Big Companies • Public Sector • Publicly Held • Privately Held • Investors • C Suite:CEO’s, CFO’s, CMO’s, COO’s, • VP’s, GM’s, • Department heads, • Function heads, • Store managers Anyone who needs to better visualize or slice and dice data to make better and faster decisions… Any industry

12. The Technology Adoption Curve Sources: (1) https://www.bing.com/images/search?q=imgurl%3ahttp%3a%2f%2fwww.joycehostyn.com%2fblog%2fwp-content%2fuploads%2f2010%2f05%2ftechnology-adoption-curve-80.png&view=detailv2&iss=sbi&rtpu=%2fsearch%3fq%3dtechnology+adoption+curve&FORM=IEQNAI (2) 2017 Big Data Analytics Market Study by Dresner Advisory Services, LLC % of Companies are Using Big Data Analytics 53% (2017) 17% (2015) San Antonio ~30% (2019)

13. What is BI and Data Analytics?

14. Business Intelligence (BI) Diagnostic Analytics Why did it happen? Descriptive Analytics What Happened?

15. What is the Difference Between BI and Analytics? • There are differing opinions and perspectives but put simply BI and Analytics are one in the same - two sides of the same coin. • The textbook definition: • BI technologies provide historical, current and predictive views of business operations • Analytics is the discovery and communication of meaningful patterns in data • Some of our clients have a single organization providing BI & Data Analytics. • Others have split the descriptive and diagnosticsanalytics into a BI Department and the predictive and prescriptiveanalytics into an Analytics Department.

16. The Gartner Analytic Continuum BI and Data Analytics Maturity Progression Run v Walk Stagger Crawl ~ ~ ~ ~ ~ ~ ~ ~ BI or Business Intelligence ~ ~ ~ ~ Advanced Analytics Artificial Intelligence (AI)

17. The History of Business Intelligence 1958 - Hans Peter Luhn (IBM researcher) introduced and expanded upon the modern concept of Business Intelligence (BI) intelligence in a landmark article. 1980s- Emergence of the Data Warehouse: new techniques and technologies to transform raw data into meaningful information. 2000s 2nd GENERATION OF BI 1st gen self-service tools hit the market (Early Innovators & Early Adopters). In-memory engines/ Web technologies make access to large amounts of data 1960s- First Database systems created, collectively referred to as decision support systems (DSS) TODAY 1990s 1865 1970s 2010s 1960’s 1980s 2000s 1970s - BI vendors began selling tools to access and organize stored data. These were the earliest complete BI tools 1990s 1st GENERATION OF BI IT-led operation, from end-to-end. The old order – high prices and long wait times 2010s – 3rd GENERATION OF BI Entire process is self service (IT-Enabled). Mainstreaming (Costs drop significantly). Data-driven decision-making starts to become natural. 1988 – Future Gartner analyst Howard Dresner defines business intelligence as “Concepts and methods to improve business decision making by using fact-based support systems” START Richard Millar Devens uses term business intelligence to describe how the banker Sir Henry Furnese gained profit by receiving and acting upon information about his environment, prior to his competitors in ‘Cyclopædia of Commercial and Business Anecdotes’

18. ETL – Extract, Transform, Load The process of data extraction, transformation and loading EXTRACT LOAD TRANSFORM

19. How Will BI Work with My Data? APIs Application Protocol Interfaces (a software intermediary that allows two applications to talk to each other) Refresh Frequency is determined based on business needs & system constraints Info from the Web Accounting System(s) Silo’d Workbooks Operational System(s)

20. What are the current Trends in BI and Visualizations? • Traditional BI platforms are designed to support IT-produced analytic content. • Modern BI platforms support IT-enabled,agile self-service business intelligence and analytics capabilities. • Empowering the masses to perform complex data analysis tasks • Mainstreaming - decreasing product pricing, increasing access • Sharing data- especially what is embedded in applications • Augmented Analytics- an approach that automates insights using machine learning and natural-language generation will be the next wave of disruption! Source https://www.gartner.com

21. What are the Top BI Objectives and Requirements for Orgs? • Growth in revenues • Increased competitive advantage • Better decision making • Win new / retain existing customers • Improve operational efficiencies • Enhance customer service “Dashboards, reporting, end-user self-service, advanced visualization & data warehousing are top 5 BI initiatives for 2018.” “Users of both on-premise and cloud BI solutions identify dashboards as the feature essential to a company’s BI adoption. 96+% of respondents identify this feature as critical.” Dresner Advisory Services 2017 research per Forbes

22. Market Overview

23. What are the Top BI Platforms? Robert Walters, UK 2018 BI Research (consistent with Gartner magic quadrant)

24. Analytics and Business Intelligence – Gartner’s Magic Quadrant Leaders (and movement from 2017) Leaders Challengers Tableau Execution Unchanged Vision Moved down Hitting its peak! (2) Power BI Execution Slightly up Vision Unchanged Growing momentum! (3) Qlik Execution Moved up Vision Moved up Microsoft (1) Tableau (2) (3) Qlik MicroStrategy SAP Oracle IBM Ability to Execute - - > Niche Players Visionaries Completeness of Vision - -> Source: https://www.gartner.com

25. Analytics and Business Intelligence – Gartner’s Magic Quadrant Outside the Top 3 but still on the grid: Niche Players Birst BOARD International Domo Information Builders Logi Analytics Looker Oracle Pyramid Analytics Challengers MicroStrategy Visionaries Sisense Salesforce SAP BI SAS ThoughtSpot TIBCO Software Yellowfin 25

26. Analytics and Business Intelligence – Product Overview Frequency of Updates Monthly Quarterly Quarterly Source(s) https://www.gartner.com; market research

27. Aventine Hill’s Approach to BI

28. Our BI QuickStart Framework: Simple, Fast, Customizable, Scalable, Game Changing Want KPI’s on your Mobile Device in 1-4 Weeks? /------------------------------------Implement First Dashboard in 1-4 Weeks-------------------------------------------------/ /-------Discovery----------/ CONNECT Data Sources CREATE & TESTDashboards & Reports DEFINE Business & Technical Requirements VALIDATE & HAND OFFTo End Users STEPS CONFIRM BI Options/Value/Cost and Data Architecture • Highlights • Start with a tool from short list of top BI solutions (MS PowerBI, Tableau, QLIK, Other) • Understand lifecycle costs and confirm current/future data architecture upfront • Implement a working proof-of-concept dashboard in 1 to 4 weeks (users do not need IT dev. support) • Any data – financial, marketing, sales/orders, supply chain, eCommerce, projects, HR hires, IT, legal/IP, etc. • Customize your data visualizations and dashboard drill downs • Engage stakeholders with compelling mobile dashboards in near real time • Scale and hand-off a secure BI solution to your internal organization • Business sponsor, IT data/technical analyst, business analyst (process and the BI tool) • Low-risk price point (e.g., 40-160 hours of assistance and MS PBI zero cost options to start) • AHP is an independent advisory firm – no commissions or incentives from BI vendors – focus on best client solution • AHP has a dedicated BI team and successful client engagements in Texas

29. Our Service Offering BI and Analytics • KPI and reporting strategy/definition/design • Software/tool requirements definition and selection • Total solution cost of ownership analysis • Report and interactive dashboard design and implementation • Data mapping and clean-up • Assess options and business case for migration of data and tools to the cloud • Roadmap development (infrastructure, data, applications, business initiatives, people, training) • Program manage stand-up of big data IT infrastructure and on-going platform evolution and implementation

30. Introducing Power BI – Behind the Curtain

31. Splash Screen What’s New & Forums Tutorial Videos Start a new import or connect to a recently used source Open a recent file or other report Announcements

32. Account Sign-In Report View Ribbon Visualizations Report Data Fields Pane (Data Model) Relationships CANVAS Visualization Controls & Formatting Canvas Pages

33. DAX Calculations Economic Growth Forecasts Economy 2016 2017 2018 Data Model Views

34. Select to manage Relationships Objects Objects Relationships

35. Power Query Editor Query Settings Economy 2017 2016 Navigator Pane 35

36. Thank you!

37. ? ? ? ? ? Any Questions? ? ? ? ?

38. For More Information… Mike Lovelace, MBA, CPA, CMA, CISA Mike.Lovelace@AventineHillinc.com CFO Partner 281.216.2493 Lawrence Coffee Lawrence.Coffee@AventineHillinc.com Senior Manager 713.878.0817

40. Creating a Report • Connect data sources (Extract-Transform-Load) • Shape and model data (create relationships, format data & create Dax formulas) • Select, drag and drop, and configure visualizations on canvas • Format for Mobile View • Publish to Power BI Service • Create Dashboard (If Required) • Set up Refresh Schedule (Enterprise Gateway)

41. Data Sources for Power BI Sample Report • Before creating our visuals, we need to get some data through a three step Extract-Transform-Load (ETL) process. • World Economic Outlook (Choose columns 2 through 6; Keep Range of Rows, First Row 2 & Number of rows 29; rename columns) • http://www.imf.org/en/Publications/WEO/Issues/2018/01/11/world-economic-outlook-update-january-2018 • House Prices Around the World (Rename columns) • http://www.imf.org/external/research/housing/data/HousePricesAroundtheWorld.csv • House Price-to-Income Ratio (Rename columns) • http://www.imf.org/external/research/housing/data/pricetoincome.csv • Add some Images to Help tell your story, or to add a company logo. For this example a free building block stock photo is used from freeimages.com: https://www.freeimages.com/photo/building-block-houses-1190126

42. PowerBI Use Case Sample Report The following example provides a sample report for World House Prices and how they contrast and compare to Income and GDP. Slides A, B, C & D are Screengrabs for the Power BI Desktop Canvas for pages 1:4. Slide E is the Mobile view in portrait and landscape for the same report,

43. Slide A

44. Slide B

45. Slide C

46. Slide D

47. ? ? ? ? ? Any Questions? ? ? ? ?

48. Appendix A | What Wikipedia has to say From 1st Session Business intelligence (BI) comprises the strategies and technologies used by enterprises for the data analysis of business information. BI technologies provide historical, current and predictive views of business operations. Common functions of business intelligence technologies include reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking, text mining, predictive analytics and prescriptive analytics. BI technologies can handle large amounts of structured and sometimes unstructured data to help identify, develop and otherwise create new strategic business opportunities. They aim to allow for the easy interpretation of these big data. Identifying new opportunities and implementing an effective strategy based on insights can provide businesses with a competitive market advantage and long-term stability.[2] Analytics is the discovery and communication of meaningful patterns in data. Especially valuable in areas rich with recorded information, analytics relies on the simultaneous application of statistics, computer programming and operations research to quantify performance. Analytics often favors data visualization to communicate insight. Sources: https://en.wikipedia.org/wiki/Business_intelligence https://en.wikipedia.org/wiki/Analytics

49. Appendix B | Power BI Install Guide 49

50. Navigate to File > Options and settings > Options > Preview Features Select Check Box(es) for Preview features you wish to enable and select ‘OK’ Final Layout