Introduction to KPI Roger Knocker CA (SA) CEO

Roger Knocker’s Background CEO of KPI Management Solutions Certified KPI Professional through the KPI Institute 20 Years Business Intelligence Corporate Performance Management Business Process Management Chartered Accountant and qualified at PWC 3.5 years Group Accountant 2 Years Group Business Intelligence Manager 7 Years Group Business Optimisation Manager 3 Years CEO of KPI Management Solutions 8 Years

Clients Financial Services Manufacturing & Mining Retail, FMCG etc

Unlocking Profit Self Service Data Analytics Integrated Planning & Scenario Models Performance Management Predictive Scenario Models

Unlocking Profit in Mid Size Companies and Divisions of Enterprises Purpose: We work with CFO’s to unlock profit through business driven data analytics, integrated planning, and predictive / scenario models What: Business Driven Data Analytics Integrated Planning Predictive Scenario Models Benefits: Increased Margins Improved Productivity Improved Data Integrity Better process control and efficiencies Self Service - 24/7 - with any device Predict who will buy what when Predict risks that are likely to appear Understand true Customer & Product Profitability Improved Forecast Accuracy Reduce time to Plan, budget, forecast Improve the quality and details of plans Provide a single version of the plan with multiple departments collaborating Examples: Sales, Marketing, Inventory, Supply chain, Procurement, Financial, Operations, HR, Websites. Social Media Proactive Exception Reporting and fixing process inefficiencies Continuous Auditing Master Data Integrity KPI Correlations Revenue forecast Sales & operations Planning Budgets Rolling forecasts Capex planning Workforce planning Financial Consolidations Activity based costing models Business Structure models Cost cutting using 80/20 modelling Merger & Acquisition what-if scenarios Cross Selling & Upselling Propensity Models

Business Driven Data Analytics Self Service 2016 Forbes Insights Analytical Enablement

Continuous Error & Exception Monitoring Controls Testing Master Data Process Monitoring Suspicious Events Automated Reconciliations IT & System Security System Performance System Uptime System Responsiveness to benchmarked Transactions Manual Overrides Process Not followed Policies Violated Incorrect Sequence System controls Passwords resets Logon Failures Virus Attacks Virus Preventions Network Breaches Internet Abuse Bandwidth Abuse Missing data Wrong Categories Dependent Rules Duplication within System Duplication Across Enterprise 1 Integrated Dashboard Excessive: Lead Times Quality Rates Inefficiencies Rework Laziness Missing Reasons Codes Old Orders Wrong dates Modules to GL Modules to Cardex System to System ERP to DW Internal & External Data Development to Live Tax Re-calculations Round Amounts Payments after hours Excessive Journals & Corrections

Continuous Error & Exception Dashboard This dashboard is interactive and summarises over 450 error tests across multiple systems. It allows you to see a summary of entire organisations error on one screen and then drill to the actual error line items, which provide the document reference etc. The individual tests run every single day and proactively highlight issues in master data, processing, policy, controls, compliance and more. The Business names are fictitious.

QlikView Customer Experience BI Initiative Success and Satisfaction 96% of customers are satisfied with QlikView ROI (Return On Investment) 186% Return on Investment 196 days for payback period 44% Deployed QlikView in: 1 Month 77% Deployed QlikView in: 3 Months 50% Reduction in information access and analysis time Fast to Deploy Financial Impact 16% Increase in revenue 20% Decrease in operating costs 23% Increase in cash flow 34% Increase in employee productivity This survey done by IDC on some 1000 QlikView users around the world shows the value that QlikView (Business Discovery) can create in an organisation. Source: IDC’s “Time to Value and ROI From BI: The QlikView Customer Experience” and “Success and Value From BI: The QlikView Customer Experience”

Information – single perspective

The Qlik App or Data Model USER INTERFACE ASSOCIATIVE IN-MEMORY DATA BASE DATA

Traditional BI: the solution to the wrong problem

Reporting, Budgeting, Forecasting, Planning, Profitability Analysis Office of CFO Reporting, Budgeting, Forecasting, Planning, Profitability Analysis

Integrated Reporting & Planning Speed up Reporting & Business Planning Better Quality Reporting & Plans Benefits? + Best in Class: 97% Forecast Accuracy Up to 80% Reduction How? Leverage Data Trends & Patterns Collaboration What if Scenarios + + Predictive Analysis & Machine Learning Single Plan Strategic Options

Complete Solution

Predictive Solution’s Roadmap Benefits: 1. Improved Business Efficiencies 2. Improved Data Quality 1. New Leads (products / markets) 2. Improved Customer Experience 1. Balancing Supply & Demand 2. Market Innovation 3. Increased margins Business Insights Customer Insights Predictive Insights Data: Actual Inferred Predictive Phases: Existing Information Platform How/Solutions: Business Insights • Applied Statistics • Continuous Business Monitoring • Continuous Auditing • Data Integrity / Quality Customer Insights • Cross Selling • Correlations • Superimposing external data sets • Superimposing Big Data / Social Media • Machine Learning Customer Segmentation • Call Centre integration • Leads optimisation • Product association analysis Predictive Insights • Demand Forecasting • Revenue Projections • Price Elasticity Models • Predictive Risks / Errors

Strategy Execution & Performance Management

Why? Win/Win Organisations want to be successful Performance Most people want to grow themselves Capability

Correlating People to Performance Right Actions

Doing the Right Things Right

All managers agree the importance of clearly defined Processes Only 25% to 35% of managers / supervisors have clearly defined processes.

25 Benefits of Clearly defined Processes 2 Key Reasons for Failure F) STRATEGIC 21. Assists with aligning the organisation with the strategic direction and initiatives 22. Allows you to see the bigger picture and manage risk 23. It's key to innovating, adapting and changing the business - without it the business is directionless 24. Helps determine what you should and shouldn't be doing and keeps the organisation focused 25. It is nearly impossible to successfully analyse and change without clear documentation that accurately reflects the reality of the process A) FINANCIAL 1. Eliminates the waste of time & resources, and creates cost advantages 2. Allows for the streamlining or improving of processes, bottlenecks and financial results B) QUALITY 3. Ensures the continuity and consistency of work procedures and performance 4. Not open to individual interpretation thereby assisting to create stability and uniformity within a business 5. Reduces quality issues No Easy Method “Its too daunting. I don’t know how to get started and what methodology to follow” C) OPERATIONAL 6. Makes business simpler, not more beauracratic 7. Easier to measure the effectiveness of the process 8. Provides a single way to do things 9. Provides clarity as to what the process and outcomes are, and identifies gaps 10. Reporting of KPIs is more logical and actionable 11. Creates transparency between role players and departments 12. Enables the rollout of new IT systems E) PEOPLE 15. It's easier to write up job descriptions and communicate roles to incumbents 16. Keeps everyone on the same page with a common understanding 17. Performance management is far easier to implement, track and report 18. Improves accountability as everybody knows what they are responsible for, and where things fit 19. It enables job rotation 20. New staff members have everything documented, and you only need to explain things once D) RISK 13. A key risk mitigation tool 14. It limits the risk of relying on one or two members of staff and ensures continuity (if the bus runs them over) Time “I don’t have time for processes. There are just so many burning issues right now’”

2 Key Reasons for Failure Solution A simple methodology that any person can feel confident using No Easy Method “Its too daunting. I don’t know how to get started and what methodology to follow” A complete set of vanilla examples and templates, that will get 80% of your processes defined in 20% of the usual time Time “I don’t have time for processes. There are just so many burning issues right now’”

5 Step Process Templates

Right People Right Job

Shadowmatch measures Work Habits

End

Spare Slides

Typical Problems Visibility into Performance Underperformance in certain areas Wrong KPIs or nor visibility Little automation Focus on data collection & reporting rather than analysis Data Integrity / compliance Issues Master Data Controls not working Sloppiness in processing and disciplines Non-compliance Manual reconciliations Mis-alignment Planning is slow Poor forecast accuracy Not driver based Planning is done in silos – little collaboration and inconsistent Little time for strategic analysis BSC Departments not aligned to the overall business strategy Processes are only 25 to 35 % up to date The wrong people in the wrong jobs