Go Beyond Excel to Analyze Data. 5 Strategies For Improving Your Analytics

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Go Beyond Excel to Analyze Data. 5 Strategies For Improving Your Analytics"

Transcription

1 Go Beyond Excel to Analyze Data 5 Strategies For Improving Your Analytics

2 p2 There s no doubt that Excel has been one of the tools of choice for analysis and reporting. Users love the control they have, the rapid and easy creation of models and graphics, and the ability to be both independent and self-reliant. With Excel, you re in the driver s seat. But just like driving a sports car when what you need is an SUV, using Excel for analysis means that you re over-served in some ways and in others, much underserved. Out-of-date data (and no easy way to update), error-prone analytics, multiple versions of the same file circulating among colleagues, too much manual involvement these are just a few of the frustrations commonly associated with Excel. And what of the time wasted developing your analysis instead of spending time actually analyzing? Despite these issues, many departments and entire businesses run on Excel, swearing by it one minute and swearing at it the next. There are better ways, from simple improvements you can make yourself to large scale, enterprise-oriented changes. This paper focuses primarily on improvements you can make to improve how you conduct your analytics without sacrificing the advantages of Excel. Leveraging visual best practices in you analyses means your reports instinctively become more attrative to your audience. 2 Be smarter about how you use Excel. We re all so busy doing the same thing over and over that sometimes we forget to stop and ask, Is there a slightly better way? And, unless you re a super power user, when it comes to Excel, there probably is. 1 Eliminate non-essential analyses. You can improve the quality of all of your analytics if you stop doing so many reports and presentations and just focus on the ones you and your colleagues need to make decisions. Inventory the various analytic reports you and your team maintain and then uncover which ones matter and how often they require updating. You ll have a much better idea of the metrics that matter and the value that s being provided to the team. As a bonus, not only will you reduce your team s workload and focus on the most important tasks but you ll probably also eliminate a lot of previously unidentified duplicated efforts. Use the online help! Excel has some great examples. But don t just read them. Do them. Create a spreadsheet with the same data Microsoft shows in its help and replicate the help files. Doing will help you more than reading. Look for help. For the vast majority of data problems you have, there is probably someone with the exact same problem who has described the answer somewhere on the Internet. Search for pivot tables, Excel add ins, etc. You ll be amazed at how much there is out there. Learn the analysis essentials. Tasks and features like lookup functions, pivot-tables, the date functions, find/replace, subtotals, named ranges and keyboard shortcuts can help speed your analysis.

3 p3 Evaluate yourself and your team for the right technical fit. For example, you may be able to use the ODBC driver (Open Database Connectivity standard) to connect to data warehouses and centralized databases. This can be effective but the requirements are steep: 1) you must have access; 2) you must know what you re looking at and 3) you need to be connecting to or pulling fewer than 1 million rows (for Excel 2010.) So don t expect your analysts to turn into Excel macro experts or database programmers. If you need that kind of help, look to add those skills via part-time contractors or developers. 3 Be obsessive about the details The data challenge today isn t that people don t have the information. It s the way they get at it, cleanse it and ensure its integrity. Because everyone does these tasks differently, there are often multiple versions of the truth. Excel only makes this worse. When you add in the logical errors made in spreadsheets, we re talking about a lot of potential incorrect or misleading information. In fact, there are industry estimates that 90% of spreadsheets contain data or logical errors. Quality checking and clear communication are crucial. Obviously, no one s perfect so never assume you cleansed your data, wrote your formula or sorted your data right every time. Do a lot of quality checking along the way. You have to provide accurate data, and you must go out of your way to explain where you got it, how it was calculated and why it might differ from the reports they ve been seeing. Be careful and descriptive about naming, including column names, file names and version numbers. Good, clear documentation would be ideal. More attentiveness to naming and documentation is not going to stop the problems but it may reduce them. Don t overestimate what other people know about using Excel. For example, Excel does have some file management and change tracking capabilities. Do you know what percent of people know how to use and comply with them? It s not many. You can decide you want to be the one to educate the world or you can decide to do things in very clear, simple ways so that you get back the input you need. 4 Work your internal resources for better data access Now is as good a time as any to start talking to your colleagues about your data needs and what you re doing with Excel. By showing and sharing about your current analytics, you ll get good ideas and start setting the stage for more sophisticated and systematic approaches. Make time to start talks with the leaders of your IT department. Although many IT executives are busy with security and governance issues, they too would rather provide you a more useful, secure approach than running the many report requests which they know will end up in hundreds of Excel files spread across the company. (A major concern for some IT groups is the control and potential elimination of these so-called spreadmarts (a TDWI-coined term describing the proliferation of Excel files within an organization).) While it would be naïve to say that your team and your IT department can easily align goals and resources, you can start to talk about ways to improve operations. Some organizations already have complex and underutilized business intelligence platforms available. Much of the work associated with these BI systems may be reusable. (The assumption is that your BI systems are not delivering a high degree of usefulness; otherwise, you d already be using them and not Excel.)

4 p4 The data challenge today isn t that people don t have the information. It s the way they get at it, cleanse it and ensure its integrity. Because everyone does these tasks differently, there are often multiple versions of the truth.

5 p5 So look around. There are tools out there. Ideally, your analytics would rely on software that is as easy to use as Excel but that connects directly to your source data. As an example, Tableau Software (full disclosure Tableau is the sponsor of this paper) makes applications for fast analytics and visualization that connect to existing Excel spreadsheets, data warehouses and other data sources. The software combines data exploration and graphic visualization in an easy-to-use, highly intuitive application. Use visual examples of the kinds of analytics you re striving for. By showing and sharing your current analytics, you ll get good ideas and start setting the stage for more sophisticated and systematic approaches. 5 Have a plan for upgrading your analytic efforts to tools more appropriate for the job. Be realistic about Excel s limitations. There s an old saying: when all you ve got is a hammer, everything looks like a nail. This applies to analytics and Excel. Business users often don t have other, more appropriate tools and we frequently can t get the attention we need from IT. So we end up spending far too much time and effort trying to make Excel work when it just isn t the right application. The goal is to help people ask rapid questions of their data and get immediate, real-time answers. Customers have described it as Excel on steroids. Bill Attridge of HTM Corporation said People using Excel PivotTables for analysis take note. If you use Tableau once, you ll never use an Excel PivotTable again. Tableau is great for analysis and even makes the work fun. In the end Some users will never stop swearing by and simultaneously swearing at Excel. Analytic habits don t change overnight. It s natural to want to use Excel as a flexible, low-cost method for analytics but we must recognize its limitations. If you genuinely seek to reduce the number of analytic reports, learn some new Excel tricks, pay obsessive attention to quality, collaborate with your IT department and seek out more robust new solutions, you will build a stronger, more flexible analytic environment that will serve your needs well into the future.

6 p6 About Tableau Tableau Software helps people see and understand data. Tableau helps anyone quickly analyze, visualize and share information. More than 21,000 customer accounts get rapid results with Tableau in the office and on-the-go. And tens of thousands of people use Tableau Public to share data in their blogs and websites. See how Tableau can help you by downloading the free trial at Tableau Software, Inc All rights reserved. 837 North 34th Street, Suite 400, Seattle, WA U.S.A.

Top 5 best practices for creating effective dashboards. and the 7 mistakes you don t want to make

Top 5 best practices for creating effective dashboards. and the 7 mistakes you don t want to make Top 5 best practices for creating effective dashboards and the 7 mistakes you don t want to make p2 Financial services professionals are buried in data that measure and track: relationships and processes,

More information

5 Best Practices for Mobile Business Intelligence

5 Best Practices for Mobile Business Intelligence 5 Best Practices for Mobile Business Intelligence Author: Ellie Fields Director, Product Marketing Tableau Software June 2011 p2 5 Best Practices for Mobile Business Intelligence Mobile business intelligence

More information

In-Memory or Live Data: Which Is Better?

In-Memory or Live Data: Which Is Better? In-Memory or Live Data: Which Is Better? Author: Ellie Fields, Director Product Marketing, Tableau Software July 2011 p2 The short answer is: both. Companies today are using both to deal with ever-larger

More information

Streamline your supply chain with data. How visual analysis helps eliminate operational waste

Streamline your supply chain with data. How visual analysis helps eliminate operational waste Streamline your supply chain with data How visual analysis helps eliminate operational waste emagazine October 2011 contents 3 Create a data-driven supply chain: 4 paths to insight 4 National Motor Club

More information

Better Business Analytics with Powerful Business Intelligence Tools

Better Business Analytics with Powerful Business Intelligence Tools Better Business Analytics with Powerful Business Intelligence Tools Business Intelligence Defined There are many interpretations of what BI (Business Intelligence) really is and the benefits that it can

More information

Sales Performance Management Using Salesforce.com and Tableau 8 Desktop Professional & Server

Sales Performance Management Using Salesforce.com and Tableau 8 Desktop Professional & Server Sales Performance Management Using Salesforce.com and Tableau 8 Desktop Professional & Server Author: Phil Gilles Sales Operations Analyst, Tableau Software March 2013 p2 Executive Summary Managing sales

More information

top 5 best practices for creating effective campaign dashboards and the 7 mistakes you don t want to make

top 5 best practices for creating effective campaign dashboards and the 7 mistakes you don t want to make top 5 best practices for creating effective campaign dashboards and the 7 mistakes you don t want to make You ve been there: no matter how many reports, formal meetings, casual conversations, or emailed

More information

In-Memory or Live Reporting: Which Is Better For SQL Server?

In-Memory or Live Reporting: Which Is Better For SQL Server? In-Memory or Live Reporting: Which Is Better For SQL Server? DATE: July 2011 Is in-memory or live data better when running reports from a SQL Server database? The short answer is both. Companies today

More information

Business intelligence requirements for IT: What every IT manager should know about business users real needs for BI

Business intelligence requirements for IT: What every IT manager should know about business users real needs for BI Business intelligence requirements for IT: What every IT manager should know about business users real needs for BI January 2011 p2 Business users and organizations need the ability to quickly analyze

More information

Using Tableau Software with Hortonworks Data Platform

Using Tableau Software with Hortonworks Data Platform Using Tableau Software with Hortonworks Data Platform September 2013 2013 Hortonworks Inc. http:// Modern businesses need to manage vast amounts of data, and in many cases they have accumulated this data

More information

EXECUTIVE SUMMARY. Tableau Software

EXECUTIVE SUMMARY. Tableau Software Tableau Software EXECUTIVE SUMMARY Tableau s rapid-fire business intelligence software lets everyone in your organization analyze and understand their data far faster than any other solution and at a fraction

More information

Visual Scoring the 360 View: 5 Steps for Getting Started with Easier, Faster and More Effective Lead Scoring

Visual Scoring the 360 View: 5 Steps for Getting Started with Easier, Faster and More Effective Lead Scoring Visual Scoring the 360 View: 5 Steps for Getting Started with Easier, Faster and More Effective Lead Scoring Authors: Elissa Fink Wade Tibke Tableau Software p2 Lead Scoring For Most a Great Idea in Concept,

More information

ElegantJ BI. White Paper. Considering the Alternatives Business Intelligence Solutions vs. Spreadsheets

ElegantJ BI. White Paper. Considering the Alternatives Business Intelligence Solutions vs. Spreadsheets ElegantJ BI White Paper Considering the Alternatives Integrated Business Intelligence and Reporting for Performance Management, Operational Business Intelligence and Data Management www.elegantjbi.com

More information

Making Sense of Your Organization s Big Data. A Guide for Small and Medium Businesses

Making Sense of Your Organization s Big Data. A Guide for Small and Medium Businesses Making Sense of Your Organization s Big Data A Guide for Small and Medium Businesses emagazine May 2013 contents 3 Winning with insight 4 Karaoke service provider sings Tableau s praises 5 Two minutes

More information

Top 10 Business Intelligence Trends - 2013

Top 10 Business Intelligence Trends - 2013 Enclosed is the white paper you requested. Top 10 Business Intelligence Trends - 2013 This whitepaper compliments of: Empower Business Solutions www.em-powered.com 3900 Industrial Park Drive Suite 5 Altoona,

More information

TOP 10. Features Small and Medium Businesses

TOP 10. Features Small and Medium Businesses Introduction Once thought of as only relevant for enterprises, CRM technology is increasingly being used by small and medium businesses across industries. Even the smallest organizations recognize the

More information

In-Memory or Live Data: Which is Better?

In-Memory or Live Data: Which is Better? In-Memory or Live Data: Which is Better? AUTHOR: Ellie Fields, Director Product Marketing, Tableau Software DATE: July 2011 The short answer is: both. Companies today are using both to deal with ever-larger

More information

FORGE A PERSONAL CONNECTION

FORGE A PERSONAL CONNECTION ONLINE REPORT SPONSORED BY: SNAPSHOT: FORGE A PERSONAL CONNECTION EMPLOY CRM IN HIGHER EDUCATION TO STREAMLINE AND SOLIDIFY STUDENT RECRUITING AND RETENTION. INSIDE P2 DEPLOY AN INTEGRATED CRM SYSTEM P3

More information

!"#$%&&'(#)*+,+#*-#./(0/1#2'3*4,%(5#%(#678'1# /(&#9:/,#;*0#)/(#<*#/=*0,#>:'?# !"#$%&'()%*&

!#$%&&'(#)*+,+#*-#./(0/1#2'3*4,%(5#%(#678'1# /(&#9:/,#;*0#)/(#<*#/=*0,#>:'?# !#$%&'()%*& !"#$%&&'(#)*+,+#*-#./(0/1#2'3*4,%(5#%(#678'1# /(&#9:/,#;*0#)/(#:'?#!"#$%&'()%*& @0??/4A# Since it was released in 1985, Excel has been the standard for business reporting and analysis. With each

More information

Data Mining, Predictive Analytics with Microsoft Analysis Services and Excel PowerPivot

Data Mining, Predictive Analytics with Microsoft Analysis Services and Excel PowerPivot www.etidaho.com (208) 327-0768 Data Mining, Predictive Analytics with Microsoft Analysis Services and Excel PowerPivot 3 Days About this Course This course is designed for the end users and analysts that

More information

Understanding the Value of In-Memory in the IT Landscape

Understanding the Value of In-Memory in the IT Landscape February 2012 Understing the Value of In-Memory in Sponsored by QlikView Contents The Many Faces of In-Memory 1 The Meaning of In-Memory 2 The Data Analysis Value Chain Your Goals 3 Mapping Vendors to

More information

INSIGHT NAV. White Paper

INSIGHT NAV. White Paper INSIGHT Microsoft DynamicsTM NAV Business Intelligence Driving business performance for companies with changing needs White Paper January 2008 www.microsoft.com/dynamics/nav/ Table of Contents 1. Introduction...

More information

ORACLE OLAP. Oracle OLAP is embedded in the Oracle Database kernel and runs in the same database process

ORACLE OLAP. Oracle OLAP is embedded in the Oracle Database kernel and runs in the same database process ORACLE OLAP KEY FEATURES AND BENEFITS FAST ANSWERS TO TOUGH QUESTIONS EASILY KEY FEATURES & BENEFITS World class analytic engine Superior query performance Simple SQL access to advanced analytics Enhanced

More information

5 Signs Your ATS is Dying

5 Signs Your ATS is Dying 5 Signs Your ATS is Dying Introduction Applicant Tracking Systems (ATS s) come in a variety of manifestations touting a variety of features and claims. What they all have in common is that they aggregate

More information

The Jet Reports Suite of Products

The Jet Reports Suite of Products The Jet Reports Suite of Products The Jet Reports Suite of Products is an integrated reporting and business intelligence solution that ranges from individual ad-hoc reporting to enterprise level reporting

More information

How to Choose and Deploy a Transformative BI Solution: The Irish Life Story

How to Choose and Deploy a Transformative BI Solution: The Irish Life Story How to Choose and Deploy a Transformative BI Solution: The Irish Life Story Author: Ellie Fields Senior Director, Product Marketing, Tableau Software November 2012 p2 With 31 billion Euro under management,

More information

Top 5 Mistakes Made with Inventory Management for Online Stores

Top 5 Mistakes Made with Inventory Management for Online Stores Top 5 Mistakes Made with Inventory Management for Online Stores For any product you sell, you have an inventory. And whether that inventory fills dozens of warehouses across the country, or is simply stacked

More information

Course: Excel 2013: Basic Duration: 1 day

Course: Excel 2013: Basic Duration: 1 day 1 Course: Excel 2013: Basic Duration: 1 day Description: This ILT Series course will familiarize students with spreadsheet terminology and the fundamental concepts of Microsoft Excel 2013, including identifying

More information

The Definitive Guide to Preparing Your Data for Tableau

The Definitive Guide to Preparing Your Data for Tableau The Definitive Guide to Preparing Your Data for Tableau Speed Your Time to Visualization If you re like most data analysts today, creating rich visualizations of your data is a critical step in the analytic

More information

PowerPivot Microsoft s Answer to Self-Service Reporting

PowerPivot Microsoft s Answer to Self-Service Reporting PowerPivot Microsoft s Answer to Self-Service Reporting Microsoft s Latest Foray in the Business Intelligence Arena COLLABORATIVE WHITEPAPER SERIES In the last quarter of 2010, Microsoft first introduced

More information

Making Data Available on the Web

Making Data Available on the Web Making Data Available on the Web By Simba Technologies Inc. SimbaEngine ODBC SDK Introduction Many companies use web-based services to automate business processes like sales, track items like packages,

More information

ORACLE HYPERION PLANNING

ORACLE HYPERION PLANNING ORACLE HYPERION PLANNING ENTERPRISE WIDE PLANNING, BUDGETING, AND FORECASTING KEY FEATURES Hybrid data model facilitates planning, analysis and commentary Flexible workflow capabilities Reliability with

More information

8 Tips for Better Sales Performance Dashboards

8 Tips for Better Sales Performance Dashboards 8 Tips for Better Sales Performance Dashboards Authors: Phil Gilles and Evan Randall April 2013 p2 Without data you re just another person with an opinion. You need clearly defined data when a colleague

More information

7 Principles for Implementing. High Value Business Intelligence on a Budget

7 Principles for Implementing. High Value Business Intelligence on a Budget 7 Principles for Implementing High Value Business Intelligence on a Budget What Blastrac needed was the ability to share information consistently and appropriately across the organization. Executives,

More information

7 Easy Ways to Raise Money with a Program Book Fundraiser

7 Easy Ways to Raise Money with a Program Book Fundraiser www.sportsprogramprinting.com FREE REPORT 7 Easy Ways to Raise Money with a Program Book Fundraiser Did you know that it s possible to raise thousands of dollars with just one program book fundraiser?

More information

Important Database Concepts

Important Database Concepts Important Database Concepts In This Chapter Using a database to get past Excel limitations Getting familiar with database terminology Understanding relational databases How databases are designed 1 Although

More information

Special Report. 5 Tips for Creating the B2B Marketing Content That Really Speaks to Your Audience

Special Report. 5 Tips for Creating the B2B Marketing Content That Really Speaks to Your Audience Special Report 5 Tips for Creating the B2B Marketing Content That Really Speaks to Your Audience JSA Interactive - Special Report 1 5 Tips for Creating the B2B Marketing Content That Really Speaks to Your

More information

Social Media Monitoring in Fifteen Minutes

Social Media Monitoring in Fifteen Minutes Social Media Monitoring in Fifteen Minutes By Murray Newlands Murray Newlands 1 Table of Contents Social Media monitoring Guides your Business Introduction: Social Media Monitoring How Social Media monitoring

More information

6 A/B Tests You Should Be Running In Your App

6 A/B Tests You Should Be Running In Your App 6 A/B Tests You Should Be Running In Your App Introduction Everyone in mobile believes in A/B testing. But if you re wasting your days testing nothing more than various colors or screen layouts: you re

More information

Oracle Hyperion Planning

Oracle Hyperion Planning Oracle Hyperion Planning Oracle Hyperion Planning is an agile planning solution that supports enterprise wide planning, budgeting, and forecasting using desktop, mobile and Microsoft Office interfaces.

More information

WORK SMART. Microsoft Dynamics NAV 2009 Simple. Smart. Innovative

WORK SMART. Microsoft Dynamics NAV 2009 Simple. Smart. Innovative WORK SMART Microsoft Dynamics NAV 2009 Simple. Smart. Innovative SIMPLICITY The business management solution for more than one million users worldwide Fast to implement, easy to configure, and simple to

More information

3 myths of email analytics. and how they are impacting your results

3 myths of email analytics. and how they are impacting your results 3 myths of email analytics and how they are impacting your results Date: 11/17/2008 The volume of insights you can gain by adding ad hoc analysis capabilities to your standard set of email reporting metrics

More information

Getting Started with the Engagement Cards and Retention Cards

Getting Started with the Engagement Cards and Retention Cards Getting Started with the Engagement Cards and Retention Cards 800.861.6965 www.keeppeople.com Center for Talent Retention 2007 1 Page Cracking the Talent Code To increase employee engagement and create

More information

Reveal More Value in Your Data with Location Analytics

Reveal More Value in Your Data with Location Analytics Reveal More Value in Your Data with Location Analytics Brought to you compliments of: In nearly every industry, executives, managers and employees are increasingly using maps in conjunction with enterprise

More information

BUSINESS INTELLIGENCE

BUSINESS INTELLIGENCE BUSINESS INTELLIGENCE Microsoft Dynamics NAV BUSINESS INTELLIGENCE Driving better business performance for companies with changing needs White Paper Date: January 2007 www.microsoft.com/dynamics/nav Table

More information

Showing yourself at your best opens the door to amazing. A few little hints and tips to help with your undergraduate or graduate application

Showing yourself at your best opens the door to amazing. A few little hints and tips to help with your undergraduate or graduate application Showing yourself at your best opens the door to amazing A few little hints and tips to help with your undergraduate or graduate application Before you start, it makes sense to ask yourself why you really

More information

Making Business Intelligence Easy. White Paper Spreadsheet reporting within a BI framework

Making Business Intelligence Easy. White Paper Spreadsheet reporting within a BI framework Making Business Intelligence Easy White Paper Spreadsheet reporting within a BI framework Contents Overview...4 What is spreadsheet reporting and why does it exist?...5 Risks and issues with spreadsheets

More information

FIVE STEPS FOR DELIVERING SELF-SERVICE BUSINESS INTELLIGENCE TO EVERYONE CONTENTS

FIVE STEPS FOR DELIVERING SELF-SERVICE BUSINESS INTELLIGENCE TO EVERYONE CONTENTS FIVE STEPS FOR DELIVERING SELF-SERVICE BUSINESS INTELLIGENCE TO EVERYONE Wayne Eckerson CONTENTS Know Your Business Users Create a Taxonomy of Information Requirements Map Users to Requirements Map User

More information

Most Common. Marketing Budget Pitfalls. Avoiding the Mouse Trap

Most Common. Marketing Budget Pitfalls. Avoiding the Mouse Trap Most Common Marketing Budget Pitfalls Avoiding the Mouse Trap Regardless of industry, marketers across organizations from those in PR and marketing communications, to those in marketing operations struggle

More information

hmetrix Revolutionizing Healthcare Analytics with Vertica & Tableau

hmetrix Revolutionizing Healthcare Analytics with Vertica & Tableau Powered by Vertica Solution Series in conjunction with: hmetrix Revolutionizing Healthcare Analytics with Vertica & Tableau The cost of healthcare in the US continues to escalate. Consumers, employers,

More information

Michelle Wallace, Product Marketing. The Simple Data Strategy that Helped LinkedIn Boost Business- Services Revenue by 85%

Michelle Wallace, Product Marketing. The Simple Data Strategy that Helped LinkedIn Boost Business- Services Revenue by 85% Michelle Wallace, Product Marketing The Simple Data Strategy that Helped LinkedIn Boost Business- Services Revenue by 85% 2 Every day, millions of users log in to LinkedIn.com. From businesses to students

More information

Comparative Rating in the Real-time World

Comparative Rating in the Real-time World Comparative Rating in the Real-time World S p e c i a l R e p o r t In case you haven t noticed, comparative rating is changing. Real-time rating is now a part of WinRater and soon will become the standard.

More information

Financial Performance Management CORPORATE AP / AR PRODUCT & CUSTOMER PERFORMANCE MANAGEMENT PROFITABILITY

Financial Performance Management CORPORATE AP / AR PRODUCT & CUSTOMER PERFORMANCE MANAGEMENT PROFITABILITY Financial Performance Management CORPORATE AP / AR PRODUCT & CUSTOMER PERFORMANCE MANAGEMENT PROFITABILITY Today, corporate finance executives are being tasked with far more strategic responsibilities

More information

A Guide to Preparing Your Data for Tableau

A Guide to Preparing Your Data for Tableau White Paper A Guide to Preparing Your Data for Tableau Written in collaboration with Chris Love, Alteryx Grand Prix Champion Consumer Reports, which runs more than 1.8 million surveys annually, saved thousands

More information

The Connected CFO a company s secret silver bullet?

The Connected CFO a company s secret silver bullet? a company s secret silver bullet? Imagine if the Chief Financial Officer (CFO) had a real-time dashboard of the business that automatically alerted him or her to specific triggers about the financial performance

More information

20 CUSTOMER SERVICE BEST PRACTICES HOW TO DELIVER EXCEPTIONAL SERVICE

20 CUSTOMER SERVICE BEST PRACTICES HOW TO DELIVER EXCEPTIONAL SERVICE 20 CUSTOMER SERVICE BEST PRACTICES HOW TO DELIVER EXCEPTIONAL SERVICE We are firm believers in putting the customer back in customer service. The world has changed. People and devices are more connected,

More information

Success Stories: Leaving Your Spreadsheet Behind By Dan Weiss President Adatasol, Inc.

Success Stories: Leaving Your Spreadsheet Behind By Dan Weiss President Adatasol, Inc. Success Stories: Leaving Your Spreadsheet Behind By Dan Weiss President Adatasol, Inc. Introduction It s both sad and amazing that in our Internet connected world today a large percentage of businesses

More information

GUIDE Social Media Strategy Guide. How to build your strategy from start to finish

GUIDE Social Media Strategy Guide. How to build your strategy from start to finish GUIDE Social Media Strategy Guide How to build your strategy from start to finish Social Media Strategy Guide How to build your strategy from start to finish Whether you re a social media coordinator for

More information

Tricks To Get The Click

Tricks To Get The Click Tricks To Get The Click 10 Tips for Writing Better PPC Text Ads If you want to sell products or generate leads online, a user- friendly, conversion- optimized website is Step 1. But when it comes to search

More information

The Jet Suite of Products

The Jet Suite of Products The Jet Suite of Products The Jet Suite of Products is an integrated reporting and business intelligence solution that ranges from individual ad-hoc reporting to enterprise level reporting and business

More information

One View Of Customer Data & Marketing Data

One View Of Customer Data & Marketing Data One View Of Customer Data & Marketing Data Ian Kenealy, Head of Customer Data & Analytics, RSA spoke to the CX Network and shared his thoughts on all things customer, data and analytics! Can you briefly

More information

Lifebushido/Best Agent Business

Lifebushido/Best Agent Business Lifebushido/Best Agent Business Key Assistant Training Call Database Management Overview Steve Kantor: Good morning, this is Steve Kantor with Lifebushido and Best Agent Business and this is a training

More information

How to Choose and Deploy a Transformative BI Solution: The Irish Life Story

How to Choose and Deploy a Transformative BI Solution: The Irish Life Story How to Choose and Deploy a Transformative BI Solution: The Irish Life Story Author: Ellie Fields Senior Director, Product Marketing, Tableau Software November 2012 p2 With 31 billion Euro under management,

More information

Improving Business Insight

Improving Business Insight Improving Business Insight A GUIDE FOR SMALL AND MID-SIZED BUSINESSES Why Does Understanding Business Data Matter for Your Company? You know your business better than anyone else, and making decisions

More information

5 tips for deploying insightful reports in the federal government

5 tips for deploying insightful reports in the federal government 5 tips for deploying insightful reports in the federal government Author: Malia Hardin Senior Product Marketing Manager, Tableau Software June 2011 p2 Your budget is shrinking. Your spending is scrutinized.

More information

5 STEPS to INCREASE WEBSITE LEADS. An Introduction to Inbound Marketing. a product of the minds @

5 STEPS to INCREASE WEBSITE LEADS. An Introduction to Inbound Marketing. a product of the minds @ 5 STEPS to INCREASE WEBSITE LEADS An Introduction to Inbound Marketing a product of the minds @ Five Steps to Increase Website Leads Introduction Inbound Marketing isn t a fad - it s a proven strategy.

More information

How to Use Facebook Ads to Promote your Insurance Agency

How to Use Facebook Ads to Promote your Insurance Agency 1 How to Use Facebook Ads to Promote your Insurance Agency Since its beginnings in 2004, the Facebook advertising platform has grown exponentially in terms of its potential reach and its capabilities.

More information

idashboards FOR SOLUTION PROVIDERS

idashboards FOR SOLUTION PROVIDERS idashboards FOR SOLUTION PROVIDERS The idashboards team was very flexible, investing considerable time working with our technical staff to come up with the perfect solution for us. Scott W. Ream, President,

More information

BEST PRACTICE GUIDE. Improving Construction Reporting

BEST PRACTICE GUIDE. Improving Construction Reporting BEST PRACTICE GUIDE Many construction companies have been running the same black and white columnar reports for years. While consistency lends itself well to familiarity it does not take advantage of new

More information

Business Intelligence

Business Intelligence Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...

More information

Business Intelligence

Business Intelligence Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...

More information

IBM Cognos Insight. Independently explore, visualize, model and share insights without IT assistance. Highlights. IBM Software Business Analytics

IBM Cognos Insight. Independently explore, visualize, model and share insights without IT assistance. Highlights. IBM Software Business Analytics Independently explore, visualize, model and share insights without IT assistance Highlights Explore, analyze, visualize and share your insights independently, without relying on IT for assistance. Work

More information

2014 STATE OF SELF-SERVICE BI REPORT

2014 STATE OF SELF-SERVICE BI REPORT 2014 STATE OF SELF-SERVICE BI REPORT Logi Analytics First Executive Review of Self-Service Business Intelligence Trends 1 TABLE OF CONTENTS 3 Introduction 4 What is Self-Service BI? 5 Top Insights 6 In-depth

More information

introduction by Stacey Barr

introduction by Stacey Barr There's no such thing as the performance measure stork! after you've conceived your measures, there's actually some unavoidable labour needed to bring them into the world by Stacey Barr introduction In

More information

Designing and Implementing Your Communication s Dashboard: Lessons Learned

Designing and Implementing Your Communication s Dashboard: Lessons Learned Designing and Implementing Your Communication s Dashboard: Lessons Learned By Katie Delahaye Paine President, Paine & Partners Contact Information: Katie Delahaye Paine CEO KDPaine & Partners Durham, NH

More information

A Tale Of Frustration There are a few different ways people have been using cold emails to get influencers to read and share content:

A Tale Of Frustration There are a few different ways people have been using cold emails to get influencers to read and share content: Theories about cold email marketing: If everyone ends up doing it, the effectiveness is lost. Even if it s a miracle cure, too many people are poorly trained in administering it. Even in perfect form,

More information

Critical Skills Interview

Critical Skills Interview Critical Skills Interview Interview Data: Interviewer s Name: Jim Edwards Publication / Project Name: I Gotta Tell You Podcast Expert s Name: Alan Reed Target Audience (SINGULAR): Entrepreneur Target Audience

More information

Bu si n ess In tel l i gen ce: Leveragi ng D at a to B et ter Man age yo u r B u si n ess D r i ve r s

Bu si n ess In tel l i gen ce: Leveragi ng D at a to B et ter Man age yo u r B u si n ess D r i ve r s Bu si n ess In tel l i gen ce: Leveragi ng D at a to B et ter Man age yo u r B u si n ess D r i ve r s We Work Where You Work A DEFINITION OF BUSINESS INTELLIGENCE Business Intelligence is defined as a

More information

Empower Individuals and Teams with Agile Data Visualizations in the Cloud

Empower Individuals and Teams with Agile Data Visualizations in the Cloud SAP Brief SAP BusinessObjects Business Intelligence s SAP Lumira Cloud Objectives Empower Individuals and Teams with Agile Data Visualizations in the Cloud Empower everyone to make data-driven decisions

More information

How to: Audit Your Google Analytics Installation

How to: Audit Your Google Analytics Installation How to: Audit Your Google Analytics Installation Your site seems to be working perfectly and you re trying to track the results in Google Analytics. But something is missing. You think you re receiving

More information

Microsoft Office 2010: Access 2010, Excel 2010, Lync 2010 learning assets

Microsoft Office 2010: Access 2010, Excel 2010, Lync 2010 learning assets Microsoft Office 2010: Access 2010, Excel 2010, Lync 2010 learning assets Simply type the id# in the search mechanism of ACS Skills Online to access the learning assets outlined below. Titles Microsoft

More information

Making Business Intelligence Relevant for Mid-sized Companies. Improving Business Results through Performance Management

Making Business Intelligence Relevant for Mid-sized Companies. Improving Business Results through Performance Management Making Business Intelligence Relevant for Mid-sized Companies Improving Business Results through Performance Management mydials Inc. 2009 www.mydials.com - 1 Contents Contents... 2 Executive Summary...

More information

The 5 Questions You Need to Ask Before Selecting a Business Intelligence Vendor. www.halobi.com. Share With Us!

The 5 Questions You Need to Ask Before Selecting a Business Intelligence Vendor. www.halobi.com. Share With Us! The 5 Questions You Need to Ask Before Selecting a Business Intelligence Vendor www.halobi.com Share With Us! Overview Over the last decade, Business Intelligence (BI) has been at or near the top of the

More information

What is a process? So a good process must:

What is a process? So a good process must: PROCESS DESIGN BEST PRACTICES TABLE OF CONTENTS 1 What is a process? 2 The five Ws of process design 3 Standards are key 4 The how creating a model 5 How do you know when you have finished? 6 About ARIS

More information

Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com

Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com M o s t U s e f u l E x c e l C o m m a n d s Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com Computer Training YOU Can Understand! Most Useful Excel Commands

More information

4 steps for improving healthcare productivity. Using data visualization

4 steps for improving healthcare productivity. Using data visualization steps for improving healthcare productivity Using data visualization p Introduction In our real-world example hospital, it s the job of the Chief Nursing Executive (CNE) to manage overall patient care

More information

Investor Presentation

Investor Presentation Investor Presentation Safe Harbor Forward looking statements This presentation contains forward-looking statements that are based on our beliefs and assumptions and on information currently available to

More information

Chapter Four: How to Collaborate and Write With Others

Chapter Four: How to Collaborate and Write With Others Chapter Four: How to Collaborate and Write With Others Why Collaborate on Writing? Considering (and Balancing) the Two Extremes of Collaboration Peer Review as Collaboration * A sample recipe for how peer

More information

B2C Marketing Automation Action Plan. 10 Steps to Help You Make the Move from Outdated Email Marketing to Advanced Marketing Automation

B2C Marketing Automation Action Plan. 10 Steps to Help You Make the Move from Outdated Email Marketing to Advanced Marketing Automation B2C Marketing Automation Action Plan 10 Steps to Help You Make the Move from Outdated Email Marketing to Advanced Marketing Automation Introduction B2C marketing executives are increasingly becoming more

More information

Why Automation Should Drive Your Marketing Engagement, Starting Now

Why Automation Should Drive Your Marketing Engagement, Starting Now Why Automation Should Drive Your Marketing Engagement, Starting Now Do we need a marketing automation system? If you re planning on marketing in 2016 and beyond, the answer is Yes. The truth of the matter

More information

Five Reasons Spotfire Is Better than Excel for Business Data Analytics

Five Reasons Spotfire Is Better than Excel for Business Data Analytics Five Reasons Spotfire Is Better than Excel for Business Data Analytics A hugely versatile application, Microsoft Excel is the Swiss Army Knife of IT, able to cope with all kinds of jobs from managing personal

More information

SPEED AND EASE Spreadsheets. Workflow Apps. SECURITY Spreadsheets. Workflow Apps

SPEED AND EASE Spreadsheets. Workflow Apps. SECURITY Spreadsheets. Workflow Apps are often billed as simple, easy-to-use solutions, so many organizations leverage them as a tool for tracking and managing their data and processes. Unfortunately, spreadsheets have some limitations that

More information

YOUR ERP PROJECT S MISSING LINK: 7 REASONS YOU NEED BUSINESS INTELLIGENCE NOW

YOUR ERP PROJECT S MISSING LINK: 7 REASONS YOU NEED BUSINESS INTELLIGENCE NOW YOUR ERP PROJECT S MISSING LINK: 7 REASONS YOU NEED BUSINESS INTELLIGENCE NOW THERE S NO GOOD REASON TO WAIT Enterprise Resource Planning (ERP) technology is incredibly useful to growing organizations,

More information

People Ready BI a Microsoft White Paper

People Ready BI a Microsoft White Paper People Ready BI People Ready BI a Microsoft White Paper Guy Weismantel, Microsoft Corporation Published: June 2008 For the latest information, please see http://www.microsoft.com/bi Contents Executive

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world for

More information

Government Business Intelligence (BI): Solving Your Top 5 Reporting Challenges

Government Business Intelligence (BI): Solving Your Top 5 Reporting Challenges Government Business Intelligence (BI): Solving Your Top 5 Reporting Challenges Creating One Version of the Truth Enabling Information Self-Service Creating Meaningful Data Rollups for Users Effortlessly

More information

300 Intelligence Reporting. Sage 300 2016 Intelligence Reporting Customer Frequently asked questions

300 Intelligence Reporting. Sage 300 2016 Intelligence Reporting Customer Frequently asked questions 300 Intelligence Reporting Sage 300 2016 Intelligence Reporting Customer Table of contents 1. Overview of Sage Intelligence Reporting 3 2. Comparisons of Sage Intelligence Reporting and Sage Enterprise

More information

Business Technology Training Classes July 2010 June 2011

Business Technology Training Classes July 2010 June 2011 July 2010 June 2011 The following pages list all available classes offered through the Business Technology Training Coordinator for July 2010 through June 2011. All classes are free and are available to

More information

Salary Review Spreadsheets

Salary Review Spreadsheets Salary Review Spreadsheets What s a Salary Review Spreadsheet? You might know them by another term. Every year you have to make up these spreadsheets that have each employee s current salary and a way

More information

Making confident decisions with the full spectrum of analysis capabilities

Making confident decisions with the full spectrum of analysis capabilities IBM Software Business Analytics Analysis Making confident decisions with the full spectrum of analysis capabilities Making confident decisions with the full spectrum of analysis capabilities Contents 2

More information