SQL Saturday Business Analytics for Cadence Meeting

2 Thanks for Attending ​ SQL Saturday Baton Rouge 2016! Speaker evaluations: Use the small square cards at the front of the classroom, give directly to speaker Speaker: Please give out 1 book ticket ​ Book Ticket Winner: Bring your ticket to the user group booth in the main atrium to redeem (supplies limited)

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Business Analytics for Cadence Meeting 4 In the spirit of the 2016 Olympic Games, trivia time…

Business Analytics for Cadence Meeting 5 TopicsLeader Strategy Cadence Management SystemPatrick Thompson Enterprise Data Flow Architecture Overview Kim Nguyen-Theunissen Healthcare and EPC Industries Business Challenge Trey Cook & Ryan Varisco Demo: Visualization and Insight – Take Action Standard Metrics and KPIs Standard data sets and dashboards Using Microsoft Power Business Intelligence Trey Cook Ryan Varisco Closing CommentsPatrick Thompson

Enterprise Performance Management Definition 6 StrategyInitiatives Lead-Lag Performance Cadence Execution Results

Business Analytics for Strategy Cadence Management System 7

3 Goals for Cadence Management’s Session 8 What does a good Strategy Cadence Management System consist of? What are lead and lag measures and how can you link them using Business Analytics & Intelligence to drive business performance? What are some of the best Technical Architectural options for Business Analytics & Intelligence to empower users?

What are the components of most Strategy Cadence Management Systems? 9

What does a Strategy Map look like? 10 Increase Revenue Perfect 10 Score Increase Profits Profits Increase Cashflow Ontime Delivery Quality Delivery Enable Client Mission Utilization Management Project Status Reviews QA Management Operational Excellence Right Technology Right Information RightTime Technology Excellence Client Enablement Market Capture Enablement IT Strategy alignment with Business Strategy Change Management Innovation Excellence Call Activity Sales Grid Client IT Strategy Sales Pipeline Opportunities Client Excellence Human Capital –Retention, Recruiting, Reward System Organizational Capital – Culture, Core Values, Leadership, Teamwork Informational Capital- ERP,CRM, BI Financial Excellence Client Excellence OperationalExcellence Employee Excellence

What “execution” elements are in a good Strategy Cadence Management System? 11 Discipline 1: Focus on the Wildly Important Goals – WIGS Discipline 2: Act on Lead Measures to drive Lag Results Discipline 3: Keep a Compelling Scorecard Discipline 4: Create a Cadence of Accountability

Discipline 2: What is lead and lag measure? 12

Act of Lead Measures 13 RevenueRevenue BookingsBookingsUtilizationUtilizationStaffingStaffing Sales HR Operations AD Utilization X to Y by When AD Utilization X to Y by When CI Utilization X to Y by When CI Utilization X to Y by When Scheduling EA Utilization X to Y by When EA Utilization X to Y by When BC Utilization X to Y by When BC Utilization X to Y by When Scheduling

How to execute on strategy using 4DX? Discipline 3: Develop a Compelling Scorecard 14 Rule 1: Is it simple? Rule 2: Can I see it easily? Rule 3: Does it show lead and lag measures? Rule 4: Can I tell if I am winning or losing? Rule 5: Is there a player and coaches scorecard?

Sparkhound Cadence Management System 15

Business Analytics & Strategy Cadence Management System 16 Lead-LAG Measure Lead-LAG Measure Lead-LAG Measure

17 Governance, now what?

18 VALUE DIFFICULTY Descriptive analytics Diagnostic analytics Predictive analytics Prescriptive analytics Business Analytics Evolution

Enterprise Data Flow Architecture 19

20 Advanced Analytics in Healthcare Health Analytics market to reach $12B by 2020 with Advanced Analytics leading growth. A top investment priority for CIOs (Gartner) Top Ten IT Requirement for the New Health Economy (Advisory Board) Advanced Analytics Growth in Health (Frost & Sullivan)

Healthcare 21 Business Challenge: Large Health System with facilities in 16 states that has grown organically and by acquisition. They need to gain insights into their patient data across their spectrum of facilities, but they have disparate EMR systems, making it difficult to interact with their patient data in one place. This results in lots of spreadsheets and manual effort. PLAN Define the key performance indicators that demonstrate improved patient care. Evaluate the systems that support the business. Aligned with Business Strategy. BUILD Disparate data sets combined into a centralized EDW and a visualization tool like Power BI provides data insight and analysis to improve patient care and outcomes. RUN Supporting your team and maintaining the solution with our in-house Managed Services group.

22 DEMO

EPC 23 Business Challenge: An EPC company is proficient in traditional row and column based reporting, but managers would like the ability to evaluate company performance from a visualization perspective. PLAN Define the key performance indicators that visualize its performance and identify key areas to focus its effort. Evaluate the systems that support the business. BUILD Running this same row and column data from the ERP through SQL, in combination with Power BI provides data insight and analysis to improve lag and lead measures. RUN Supporting your team and maintaining the solution with our in-house Managed Services group.

Traditional Row and Column Based Reporting – P&L Example 24

Traditional Row and Column Based Reporting – Overhead Cost Management Example 25

26 EPC DEMO

27 THANK YOU