Need advanced data analytics techniques to analyze profitability data
Here’s an example of how customer segmentation helped identify some low margin service offerings:
Asset (Volunteers, Field offices & Equipments) management & planning for a global crisis response team.
Working in a team, we created statistical surveys for field works to collect data about current state & estimated future needs. We also helped them with data gathering & cleaning tasks. After that, we helped them analyze & visualize the data to find actions for executives leading the global crisis response team.
Here’s a mockup of one of the ten data visualization created for them:
Need a daily report delivered in sales team’s inbox that shows Sales Team’s Bookings vs Quota for current & next month.
Ability to see Bookings vs Quota in near real-time is a key to effectively manage performance for any sales team. Before the project, analyst(s) would have to manually put together this report and since the report took more than a day to put together they couldn’t afford to run it daily and so they delivered this report bi-weekly/monthly basis to the sales team. After the project, the process was automated and the sales team received an email with a report on a daily basis and this helped them see Bookings vs Quota in near real-time. As a famous saying goes “if you can’t measure it, you can’t improve it” (by Peter Drucker) – in this case, the report helped them measure their actual numbers against their goals and helping them improve their sales numbers which directly hits their top-line!
Tools used: SharePoint report subscription, SQL server analysis services, SQL Server Integration services, SQL server reporting services & Excel.
Note: Drill down reports are not shown and the numbers are made up.
Profitability equals revenue minus costs – To that end, A supply chain executive is mostly focused on optimizing cost elements to drive profitability. Here’s a mock up of a dashboard created for an executive to help him keep an eye on the overall health while making sure he gets alerted for key cost categories.
The Dashboard was created using profitability data-set & also had drill down capabilities to analyze numbers for cost buckets like Raw materials, manufacturing & logistics.
Need to understand the patterns in Quality test results data across all plants.
– The solution involved creating a Business Intelligence system that gathered data from multiple plants. I was involved in mentoring IT team, development and end-user training of a Business Intelligence Dashboard that used SQL server analysis services as it’s data source.
– Dashboard development involved multiple checkpoint meetings with business leaders since this was the first time they had a chance to visualize quality test results data consolidated from multiple plants. Since they were new to data visualization, I used to prepare in advance and create 3-4 relevant visualization templates to kick off meetings.
(it is intended to look generic since I can’t discuss details. Also, drill down capabilities had been added to the dashboard to go down to the lowest granularity if needed)
Plant managers needed a centralized automated solution that helped them monitor key metrics (operations focused) to help them better manage manufacturing plants.
– Work with the plant managers to identify key metrics & calculations to be displayed on dashboard
– Work with the IT managers to identify data source systems.
– Develop the Dashboard using SQL Server Reporting Services. (Built iteratively by making sure to have three checkpoint meetings with plant managers while working with IT/Business-Analysts to ensure data integrity)
– Developed drill down reports see detailed data at plant and machine level.
Design and Develop a Business Leader Dashboard to keep an eye on the health of multiple business units under his leadership.
In other words,
Dashboard should provide an one-stop shop for executives to monitor the health of their business unit(s). Its analogous to a car driver’s dashboard that helps monitor important performance indicators that they need to focus on while driving the car while making sure the driver get alerted for things such as “engine check” and “oil levels”. Dashboards uses state-of-the-art features like Key performance indicators (KPI’s), interactive data visualizations and drill down capability to create an immersive user experience for an executive.
– Work with the Business Leader to identify key metrics he needed to see on the dashboard to keep an eye of he health of the business units.
– Work with the IT leaders of each business units to map data available to come up with (consistent) formula to get the metrics needed by business leader
– Develop the Dashboard. (Built iteratively by making sure to have two checkpoint meetings with business leader and working with business analysts to make sure the data is right)
– Develop drill down reports for each metric for each business to see detailed data plus trends.
(I can’t write about role of the business leader or the metrics displayed because of non disclosure agreements. so this mockup may look generic but it’s intended to be this way)
needed a way to extract insight from 80,000 words (120 pages).
I used Text mining techniques to deliver analysis in 1100 words (1.5 pages) from 80,000 words (120 pages). That’s 72x less than original size.
The analysis gave insight into a key competitive advantage that they had against established players in the market.