Transcript Business Intelligence for Hotel

Business Intelligence Solution for
Stock Broking Houses
for Actionable Information
Agenda
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About C-BIA
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Business Intelligence Solution for Stock
Broking Business
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XLDashBoard – Demonstration
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Center for Business Intelligence
and Analytics (C-BIA)
for Actionable Information
Mission
“Create business value for clients by enabling
superior performance through unleashing
hidden wealth in operational and external
data sources combined with innovative
Analytics.”
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History
C-BIA, a division of TechKnit was founded in 2004
Cyrus Mehta, Ph.D.
Founder and President
Cytel Inc.
Nitin Patel, Ph.D.
Founder and Chairman
Cytel Inc.
www.cytel.com
Statistical Software, Consulting
and Services for Clinical Trials
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BI Solutions and
Analytics Services
e-Tutoring and
Educational Content
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People Capabilities
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Team of 40 people in Pune,
consisting of:
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Business Analysis and Solution
Design (Ph.D. and MBAs)
Application Development
Statisticians (Masters in Statistics)
 Web Interface
 Data Managers (MCAs)
Tools Development (Masters in
Statistics and Computer Science)
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Platforms
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SAS
Microsoft
Oracle
Cognos
Business
Objects
Information Technology (Engineers
and MCAs)
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C-BIA Management
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Mayank Shah Chartered Accountant
Mayank has over 27 years' experience as Consultant in the field of MIS & BI
applications.
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Ajay Sathe PGDM, IIM, Ahmedabad
Ajay has over 17 years' experience in IT industry specializing in Software
Development and Technology Management.
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Shrikant Athavale, Industrial Engineer
Shrikant has nearly 36 years' experience in Industrial Engineering and Quality
Management.
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Vanaja Vaidyanathan, MBA and Cost and Works Accountant
Vanaja has over eight years of experience in Business Intelligence practice.
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Dan Crowell, MSc. in Economics, London School of Economics
Dan is our associate based in USA, looking after business development and client
interaction.
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Experts Panel
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Nitin Patel, Ph. D.
Dr. Patel is a leading expert on the development of fast and accurate computer algorithms to
implement computationally intensive statistical methods.
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Suresh Ankolekar, Ph.D.
Dr. Ankolekar has over 23 years of academic and consulting experience at Indian Institute of
Management, Ahmedabad (IIMA) and Maastricht School of Management, Netherlands (MSM).
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Ashok Nag, Ph. D.
Dr. Nag, a former senior executive of the Reserve Bank of India, is a well-known expert in the
banking and financial analytics, data warehousing and data mining.
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Sunil Lakdawala, Ph. D.
Dr. Lakdawala has over 20 years' of consulting experience in IT applications for business
including Data Warehousing and Data Mining.
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V. Chandran, Aeronautical Engineering
Chandran has over 22 years' experience in technology functions, including CTO positions in
companies with sizeable software teams.
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C-BIA Partnerships
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SAS: Silver Alliance partner…
Mastek: BI Solutions…
Cytel-Cognizant: Pharmaceuticals- clinical
trials…
Statistics.com: XLMiner marketing in USA
Syscon: BI solutions to logistics vertical…
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Selected Customers
ProfitLogic, US
Mastek, India
Trumac, India
Savita Chemicals, Ind ia
Tata Motors Ltd., India
Bharat Petroleum, India
Dainik Jagran, India
TAM Media Research, India
KPIT Cummins Infosystems
Ltd., India
HDFC Standard Life Insurance
KR Choksey, India
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Business Intelligence for Stock Broking
Houses
Our Offering
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Business Intelligence Solution
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Business Intelligence Platform – End User BI Tool
Data Warehouse
Extract Transform and Load Process
System Administration Processes
Customization and Implementation
Support Service on Annual Contract Basis
Solution on Microsoft or SAS platform
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Critical Success Factors for BI
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Actionable Information
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BI Design
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Key Performance Indicators (KPI)
OLAP Views
Reports
Leverage technology
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Summary information to assess performance v/s target and benchmark
Discover low performing and high performing areas
Discover causes of low / high performance
Dash Board
Drill-down, Slice and Dice information
Reports – filter / sort information
Deploy analytical techniques – correlation, pareto analysis, trend analysis,
distribution analysis
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Illustrative Business Processes
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Capital Market
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Derivatives – Earnings
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Derivatives – Risk Management
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Equity
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Depository
Distribution
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IPO’s
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NFO’s, Mutual Funds
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Life Insurance
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Non-Life Insurance
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Any other Fixed Income Instruments
Fund and Wealth Management
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Portfolio Management
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Portfolio Advisory
Knowledge Management – Customer Profiling
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Research Distribution
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Privilege Customer Services
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Customer Call Effectiveness
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Business Overview
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Financial Performance
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Equity
Performance Management
Issues
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What is the share of total
business of my top few
channels?
Which are the most popular
scrips traded in?
Who are my most valued
client’s w.r.t trade values?
What is the share of total
equity business of my top few
channels?
Who are my most valued
client’s w.r.t equity?
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KPI and Trends
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Purchase Qty./Amt. Traded
Sale Qty./Amt. Traded
Purchase Amt. Delivered/Settled
Sale Amt. Delivered/Settled
Total Trade Amount
Dimensions
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Exchange
Scrip
Channel
Client wise
Transaction Type
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Key Performance Indicators and Their Performance Trends…
Total No. of Trades…
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XLDashBoard Demonstration
for Actionable Information
Look at All Reports and Views Available Subject-wise
Select Information from Chosen Subject
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Key Performance Indicators and Their Performance Trends…
Total No. of Trades…
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Graphical Dash Board for Your Favorite Performance Charts….
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Study Details….find Performance Levels…
Customer Type-wise Average Trade per Transaction…
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Drill down ...to Study Low and High Performing
Customer Category within Customer Type to Look at Avg. Trade
Value
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Look at User-friendly Graphs
Customer Type-wise Avg. Trade Value…
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Analyse Age Group that Contribute to Trade….
Pareto Chart…Age Group-wise Average Trade per Transaction…
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Generate Trend Chart of Transactions and Net Brokerage Across
Periods...
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Generate a Report…of Scrip-wise Analysis
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User-wise Customized Access
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Separate logon for each role
Customized portal page
Customized KPIs, Graphs, Views
Access restrictions based on
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Role
span-of-control
Level of Information requirement
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Technology and Architecture
XLDashBoard tools and applications are built on Microsoft platform using
tools:
Component
Tools
ETL
MS SQL
Data Warehouse
MS SQL 2000 or
MS SQL 2005
OLAP Cube
MS Analysis
Service
BI Interface
Excel 2003 (MS
Office 2003)
(Using VBA)
Data Source
MS SQL Server,
Excel, MS Access,
Oracle
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Implementation Approach
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Project Approach
Build BI
Application:
Capability
Presentatio
n
Pilot
Pilot
Assessment
Continuous
Improvemen
t
Workshop
Multiple
Processes
Credentials
Give examples
of potential
benefits
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Calculate the
ROI
Present findings
to project
sponsor
Data Source
Review including
Quality
Assessment
Project Scoping
Time to
Information (asis and to-be)
Discover Vision
Where does the
client want to
be?
What are the
client’s
information
needs?
PROJECT MANAGEMENT METHODOLOGY
Describe
Capability
Build a business
case
PROJECT
DEFINITION
AD Assess and Define
PROJECT
PLANNING
AE Analyze and
Evaluate
PROJECT
EXECUTION
AQ Analyze Data
Quality
DE Design
DT Define Target
RQ Resolve Data
Quality Issues
CO Construct
CD Create Data Mining
Mart
LO Load
SE SEMMA
FT Final Test
DP Deploy Platform
IM Implement Model
Project Closure
PROJECT
SUMMATION
RV Review
Ongoing Maintenance
and Operation
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Why XLDashBoard?
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Key Benefits
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Enterprise wide application providing ‘single version of truth’
Corporate and Departmental Managers can Analyze their Own
Performance…and….save a lot of energy in constructing Excel
based Reports and Charts
How delivered
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Data stored in dedicated Data Warehouse and Information Cubes
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Protected data
No voluminous queries run on transaction systems
Instantaneous response to users with summary information, drilldowns, slice and dice functions
BI delivered on Excel, a most familiar platform
Ability to build ad-hoc reports, new Query and Analysis Views
BI functionality comparable to any world class BI Application….
Plus, statistical analysis and data mining….
Access control mechanisms
Cost Effective
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Why C-BIA
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We understand the language of business…
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Experts at designing KPIs given business strategy and Critical
Success Factors
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Right methods for generating actionable information
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Experts at Analytics …..show approaches for improving
business performance
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Leverage technology to its best potential
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Thank You
Any Questions?