OUR JOURNEY FROM EXCEL TO QLIK CREATION Of A DUAL ENTERPRISE REPORTING ENVIORNMENT OUR JOURNEY FROM EXCEL TO QLIK

LENNOX WHO WE ARE Lennox International is a leading provider of climate control solutions for heating, air conditioning and refrigeration markets around the world. We have built our business on a heritage of integrity and innovation dating back to 1895

BUSINESS MIX 2015 REVENUE 2015 SEGMENT Profit 2015 GEOGRAPHY

CONTENTS PART01 PART02 PART03 PART04 Our Challenges Qlik as the solution CONTENTS PART03 The Demo PART04 Qlik Implementation

Manual Data Extraction OUR CHALLENGES DATA REPORTS Distribution Manual Data Extraction Manual Reports Manual Distribution

DATA OUR AND Reporting Manual Data Manual Reporting Most Analyst use SAP queries to pull data for month end reporting. It puts a strain on the system and is time consuming. Manual Reporting AND Reporting Files pulled from SAP are used to create Excel reports. Analyst spend countless hours recreating the report each month. Very little drill down capability. Manual Distribution The majority of Excel reports are distributed via email. Minimal Security Excel does offer password protection but many Analysts do not use any type of security controls on their reports.

QLIK AS A SOLUTION DATA REPORT APPs Distribution Data Connection Applications Secure Distribution

data OUR automation Automate Data Automate Reporting Lennox created a Data Mart in 2015. Data Connections are made available to Hyperion, HANA, and SAP. Automate Reporting automation Qlik will enable Analyst to build a report once and refresh the data. Saving hours of work each month. Qlik apps are easy to maintain and make changes to. Automate Distribution NPrinting will allow Analyst to schedule and distribute reporting. Qlik Sense enables user to access apps through the cloud. This is a great solution for our Global users. Security and Governance Qlik enables IT to ensure the security of our data while allowing more Analysts to access their data for reporting.

THE DEMO DATA REPORT APP Distribution Data Connection Marketing Database Application Secure Distribution using Salesforce

QLIK Proof OF CONCEPT The Marketing Database 27 Tabs 1447 Columns Over 16,000 Dealers 80 hours of Manual Data collection Monthly

Dual Enterprise Environment implementation DATA QLIK 2 phases Data Connection Dual Enterprise Environment Qlik Sense Structure

Dual enterprise Reporting structure Qlik Sense qlikView ALL Analyst Power users Self service creation Intuitive Centralized hub Data Storytelling Highly Customizable Tightly Governed Secured Centralized apps NPrinting

Qlik INFRASTRUCTURE Server Install Qlik Install Data Connection

INFRASTRUCTURE APPROACH Server Install QLIK INSTALL DATA Connection Setup VM and install Windows Server OS in Development Environment. 1 for QlikSense Setup VM and Install Windows Server in Test Environment. 3 for QlikSense 1 for QlikView 1 for NPrinting Setup VM and Install Server in Production Environment. Install/Configure Qlik Products in Development environment. Single QlikSense Server Configure to use SFDC as a Portal Install/Configure Qlik Products in Test Environment 3 for QlikSense 1 for QlikView 1 for NPrinting Install/Configure Qlik Products in Production Environment. Connect Qlik to necessary data sources. Oracle EDW Hyperion SalesForce SAP Transports will need to be installed on the SAP servers. SAP BW SAP HANA SAP CRM as a Portal 11 Servers will be installed and configured with Windows Server OS. Qlik Products will be running properly in all 3 environments, with the ability to embed QlikSense applications in Salesforce QlikView and QlikSense will be able to pull data from the Qlik platform in each of the environments

SECURITY AND GOVERANCE Qlik SECURITY AND GOVERANCE Security Model Data Model Stream Creation

SECURITY AND GOVERNANCE SECURITY MODEL DATA MODEL STREAM CREATION Define different Qlik user roles. Administrative Types Application Development Types End Users Types Define the access and capabilities that each role will have in the Qlik environments. Setup AD Groups and security rules to reflect the roles and access. Governance Process Create a EDW Data Model. Load Oracle EDW sales data to Qlik Identify core fields for a common sales data Stream. Build the master library for core fields and metrics All Business Units submit Streams for initial set up of Qlik Sense Residential Commercial WWR All Business Units submit the list of users by security role for initial set up Qlik Sense Initial set up of all Streams and Users Roles and security rules will be set up in Qlik. Qlik data model will be complete and ready to build metrics and visualizations in a Qlik dashboard. Detailed Oracle EDW in Qlik All Business Unit Streams and Users will be set up with access to their BU Streams.

Proposed security roles Enterprise Roles Shared Service Roles Infrastructure Roles Shared Services Modeler Create apps with data connections Maintain apps Create library items Create standard bookmarks & stories Maintain QVD files\Architecture Consume published apps Enterprise Consumer Migrate, publish, duplicate apps Schedule & run reloads Update app owner Add content to content library Shared Services Content Admin Root Admin Server administration Security Rules development Monitoring Tuning Configuration Best Practices Maintain Users Maintain data connection, stream, extensions Extend apps by adding Sheets, Stories and bookmarks Publish sheets & stories Department Business Roles Department Contributor Consume published apps Extend apps by adding Sheets, Stories and bookmarks Publish sheets & stories Create apps with excel file Department Modeler Create apps with data connections Maintain apps Create library items Create standard bookmarks & stories Maintain QVD files\Architecture Migrate, publish, duplicate apps Schedule & run reloads Update app owner Add content to content library Department Content Admin Consume published apps Department Consumer

Enterprise Roles/Department Shared Service Roles/Department SECURITY AND GOVERNANCE Dev Server QA Server Prod Server Consumer Consumer Enterprise Roles/Department Business Roles Root Admin Contributor Modeler Content Admin Contributor Contributor Content Admin Content Admin Shared Service Roles/Department Roles Root Admin Root Admin Infrastructure Roles

Qlik USER ADAPTION Created “Qlik Qlub” User Group All Business Units involved Best Practices Training/Tips Support

STEPS NEXT Continue Setup QlikView NPrinting Complete User set up of QlikView. NPrinting Continue Setup User setup and training for NPrinting The first phase of the implementation was more heavily focused on Qlik Sense. The next phase will be focused on QlikView and user expansion with training. Training and Certification Work with users to provide training and a path for certification.

Thank you Questions