1. Using Business Intelligence to Drive Business Performance and Productivity

2. Your Mid-Market Clients Problems
They have data everywhere, in multiple systems - See Appendix I
The reporting out of their software is often poor
They are using Excel for reporting and and are tangled up in multiple versions of the truth, from various information sources
Cookie cutter solutions don’t work at this level. See why - Appendix II
They don’t employ data science, engineer, or analyst capability

3. Take Your Clients’ Businesses to a New Level
Use business intelligence to help clients find focus on the areas that really matter
Provide focus to open up advisory opportunities with clients
Increase revenue per client
Move beyond the “cookie cutter” solutions and stand out from the rest
Become a industry leader with tailored BI solutions.
Jump start your journey today

4. Provide Clients With a Better Solution
Imagine your clients starting the day with their teams having absolute clarity on where to focus their time and energy with…
Automated dashboards, all in one place
Focus on improving the numbers, not finding them
Faster, better decisions
Improved clarity and accountability
Highly engaged teams
Spot opportunities to grow sales
Improved customer experience
Optimise operations and release cash
“Focus on shifting the needle every day”

5. BI Projects That We Are Doing in the Mid-Market
Retail and finance - $20 to $30m revenues
Transport business - $5-$10m revenues
FMCG distributor - $10 to $15m revenues
Import/distributor of building products - $5m to $10m revenues
FMCG Distributor - $10 to $15m revenues, two companies
Transport business - $5m+ revenues
Shopfitting business - $20m+ revenues
We connect provide hourly or daily reporting over an average of 4 different systems

6. The Challenges for CA Firms in the Mid-Market
Some have enterprise level data services but unaffordable for the mid-market.
Some view “lite” BI such as Futrli, Spotlight etc as “real” BI
Some have become frustrated with Power BI’s “out of the box” connecters which are very limited e.g. Xero, QBO. No connecters for some software e.g. Cin7, WorkflowMax, MYOB Advanced, Accredo etc.
Don’t have a team of data scientists, engineers, and analysts to do BI

7. Appendix I - Software Used in the Mid-Market
Xero with Add-ons is moving into the mid-market
Reporting out these systems is limited
Businesses are using spread sheets because these systems can’t cope

8. Some Apps Used by the Mid-Market
What if you want to see all of your data in once place and share data with clients and suppliers?

9. Challenges of software we have used and reviewed
Appendix II – “Lite BI”
Challenges of software we have used and reviewed
Mid market business want to see data how they want it – not “Cookie Cutter”
Mostly are financially focused on P & L and B S historical performance
Some have three way forecasting capability that is a challenge to use
Limited integrations for non financial data other than loading CSV files and other accounting software
Most can’t drill down deep to transactional data
Focused more on monthly reporting of key KPIs versus hourly, daily, and weekly
Inflexibility to make changes to reporting
Online real time access for clients. Some you send PDF reports to clients
Set up time for mapping of account codes can be time consuming
12/11/2019

10. Warwick Russell CEO Smetric Insights
Phone:
Mobile:
Auckland | Melbourne