1. Introduction to KPI
Roger Knocker CA (SA)
CEO

2. 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

3. Clients
Financial Services
Manufacturing & Mining
Retail, FMCG etc

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

5. 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

6. Business Driven Data Analytics
Self Service
2016 Forbes Insights Analytical Enablement

7. 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

8. 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.

9. 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”

10. Information – single perspective

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

13. Traditional BI: the solution to the wrong problem

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

15. 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

16. Complete Solution

17. 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

18. Strategy Execution & Performance Management

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

20. Correlating People to Performance
Right Actions

21. Doing the Right Things Right

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

23. 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’”

24. 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’”

25. 5 Step Process Templates

26. Right People Right Job

27. Shadowmatch measures Work Habits

28. End

29. Spare Slides

30. 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