ADVIZOR Solutions® ADVIZOR Solutions
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ADVIZOR Solutions® ADVIZOR Solutions
ADVIZOR Solutions® Data Discovery & Analysis Solutions ©2012 ADVIZOR Solutions® advizorsolutions.com 1 ADVIZOR Bell Labs spin-off p Data Discovery & Analysis software solutions Variety of industries and functional areas Lots of data Need to “explore” explore , “muck muck around” around , “see see the stories” Business us ess e end-users d use s ©2012 ADVIZOR Solutions® 2 Data Discovery and Analysis Enables business people to make fact-based decisions through g a highly g y interactive,, self-service interface Complements data warehouses and reporting systems through world-class world class data display and interaction Powered by y patented Visual Discovery™ y and best-of-breed predictive analytics Display Analyze Share ©2012 ADVIZOR Solutions® 3 Market Needs Need to make fact-based decisions Speed matters – time is the enemy Data volumes are exploding Gap: BI products not focused on human perception and understanding Status quo loses – a new approach is necessary . . . ©2012 ADVIZOR Solutions® 4 Well Regarded Gartner: #1 Overall Customer Experience (March, 2011) ©2012 ADVIZOR Solutions® 5 3 Core Technologies Data Discovery & Analysis Software • In-Memory In Memory Data Management • Interactive Data Visualization • Predictive P di ti A Analytics l ti Make Better and Faster Fact Fact-Based Based Decisions ©2012 ADVIZOR Solutions® 6 2 Use Cases Ad Hoc Analysis Individuals I di id l or teams t Load data on demand, do discovery, share results Production “Projects” for groups of users Novice to advanced Internal: teams, departments, enterprise External: customers customers, partners Author publishes to group / team Client or Web delivered Automatically update / refresh data ©2012 ADVIZOR Solutions® 7 Information Fragmented and Hard To Access . . . Patient Demographic Clinical Physicians Billing Transactions ADVIZOR easily loads multiple tables from multiple sources. ©2012 ADVIZOR Solutions® 8 . . . ADVIZOR Knits It Together Demographic hi Demographic Patient Demographic Affinity / Affinity Clinical Capacity Physicians Activities Activities Billing Transactions Giving Capacity ADVIZOR is an in-memory data warehouse. ©2012 ADVIZOR Solutions® 9 . . . Enabling Easy Answers to Key Questions. Q: Where are my excessive claims coming from? Patient Demographics ©2012 ADVIZOR Solutions® Clinical Physicians Billing Transactions 10 Key Benefit: Collaboration ©2012 ADVIZOR Solutions® 11 High Impact Across the Enterprise Marketing Marketing Performance Cross-sell, Up-sell Analysis y Segmentation, Demographics Research, Survey Analysis y Product Portfolio Analysis y Customer Value, Churn Finance, Operations Performance Management Financial Planning Profitability Analysis Regulatory Compliance Facility Audit Reporting Supply Chain Logistics Security, Risk Mgt. Mgt Network Intrusion Enterprise Security, y Intrusion Market, Credit, Transaction Risk Claim Processing Fraud Detection IT Performance Management BI, DW Initiatives Web Analytics Systems Management Network Performance, Intrusion R&D, R&D Proj. Mgt. Enterprise p Project Management Critical Path Analysis Production Prod ction Analysis Q alit Quality Analysis Sales Sales Force Performance Pricing, Discount Analysis New Customer Acquisition Channel Optimization Human Resources Regulatory Compliance Staff Planning, Allocation Skill Mapping Customer Service Se ce Call Center y Analysis Customer Satisfaction Analysis Customer Service Metrics ©2012 ADVIZOR Solutions® Scanner, RFID Data Analysis 12 Five Solution Areas: List Reduction: slice and dice to get subsets – customers, employees, patients, products, etc. Portfolio Analysis: see the big picture, drill into details – assets, people, projects, proposals, flight segments, etc. Outlier Detection: Network / Portfolio Analysis find anomalies and Network / Portfolio Analysis unexpected behaviors – customer behavior, staff performance, project progress, system events, etc. Time Series: examine trends over time – revenue, compensation, security threats, medical claims, etc. Quantitative Analysis: Quantitative Analysis examine patterns, project future behavior – revenue, promotion response, retention, risk areas, etc. ©2012 ADVIZOR Solutions® 13 Eliminate the “Cycle of Pain” Custom Report Requests: Custom query submitted to IT Backlog – 5 days to get answer Begs another question, question back through the cycle Frustration on both sides Excel: Download “extracts” Slice and dice in Excel Time consuming and challenging Don’t have all the data Hard to show to management “Shadow data systems” ©2012 ADVIZOR Solutions® 14 Project Authoring: Charts > Pages > Projects ADVIZOR Charts ADVIZOR Pages ADVIZOR Projects 15 interactive Charts solve any data display need Combinations of Charts that address specific business issues Combinations of Pages that address the performance needs of a business unit ©2012 ADVIZOR Solutions® 15 15 Interactive Charts . . . 8 Common Charts: Chart Recommended Use Bar Chart Used to examine one or more measures (such as sales and costs) over a grouping (such as region or quarter) quarter). Show as standard bar or spine plot plot. Pie Chart Used to examine a grouping's proportions (such as the percentage of sales that each region a company contributes to the company total). Line Chart Used to examine trends of one or more measures, such as quarterly revenues and expenses. Map Used to examine data displayed geographically (like airline delays by city) and looking for possible relationships between the geographical entities (like flight delays between cities). Use color, size, shape to show 3 metrics. Add cross node links to show flows and / or relationships. Comes with geocodes. Data Sheet Like a spread sheet. Used to examine the underlying raw data and for visually correlating across multiple measures (for example, does a discount increase as the transaction amount increases). Right click to export selected data. Summary Sh t Sheet Used to report one or more measures over a grouping (e.g., cost, sales and % margin g by y quarter)) in a tabular form with calculated totals and averages. g Right g click to export selected data. Counts Used to calculate and show total and unique counts and summary statistics of one or more entities in a table. Counts will recalculate as selections and exclusions are made on any linked table. T t Filter Text Filt U d to Used t filter filt data d t across a project j t to t a subset b t (e.g., ( certain t i regions, i ratings, ti product categories, etc.). A text filter overrides other user chart based selection and filtering actions. On ADVIZOR Server (web deployment) filters can be applied on login based on user credentials. ©2012 ADVIZOR Solutions® 16 15 Interactive Charts . . . 7 Richer Visualizations: Chart Recommended Use Scatterplot Used to examine how two measures relate (for example, which investments provide a favorable date of return at a low risk) risk). Show as standard or bubble chart. Use color, shape, and size to show up to 5 dimensions. Heat Map Used to locate “hot spots” within the cross-product of two groupings (such as high margin but low volume products within certain regions). Excellent for viewing portfolios. Parabox Used to examine how multiple metrics and/or multiple groupings relate (for example, how do the offensive statistics of a sports league's highest-paid player compare to the lowest-paid players, and where within the league are these players). Displays box plots of mean, 25-75%, and 5–95% distribution of each displayed metric. Updates upon selection to show the selected population vs. the whole population across all metrics. Time Table Used to examine events over time at a granular level (for example, server alarms for network intrusion detection; transactions by POS terminal grouped by stores). Data D t Constellations Used to show multiple levels of a hierarchy in a single display (for example example, what were actual sales as a percent of forecast at the company, subsidiary, division and department levels), and for examining pair-wise relationships (for example, what are the purchasing affinities between products). Histogram Used to examine the distribution of a metric (for example, the quantity of highly di discounted t d transactions t ti compared d to t low l discounted di t d transactions). t ti ) Multiscape 3D display used to examine a measure over the cross-product of two groupings (such as a breakdown of quarterly sales by region). ©2012 ADVIZOR Solutions® 17 Interactivity Link by Color Link by Selection Link by Filtering Click to set colors and reveall patterns tt Click to identify subsets and d compare to t supersets t Click to isolate any subset b t and d drill-down d ill d All companies sell a lot of regular gas Chevron sells a lot of premium gas ©2012 ADVIZOR Solutions® Premium gas is almost 25% of Chevron’s business 18 Predictive Analytics Targeted at business analysts Point-and-click interface No N k knowledge l d off statistics i i needed d d Mathematically determine what matters Visually y select what subgroup(s) g ( ) to examine Algorithms calculate what matters Several use cases: Identify which “6 columns out of 180 columns really matter”, then use those to build dashboard Profile one subgroup vs. another See which factors are + and – influence Model behavior from one group, use to predict behavior of another group Robust multi-variant regression Key field analytics Missing values prediction Target value prediction ©2012 ADVIZOR Solutions® 19 Share: Across the Enterprise Static Output Export images to Word, PowerPoint, PDF and Internet Dynamic y Output p Save work as ADVIZOR .advm project files for collaboration with other ADVIZOR users Publish work to ADVIZOR Server for interactive web based access by other team members and partners Data Export / Download selected data to Excel, URL (SQL Server, Oracle, reporting engines, etc.) Capture Thoughts and Insights Navigation Panes annotate each project page with descriptive storyline, images, links, etc Enterprise Data Static Output LiveWeb Extracts txt, csv XML ©2012 ADVIZOR Solutions® ASCII Stream jsp, asp Dynamic Output ASCII Data URL Action 20 Additional Features Flight Recorder (tracks your analysis and discovery path, and let’s you repeat it) Custom color scales: Categorical Ranged Binned (e.g., “over 50 is red”) Expression Builder (create calculated values) Date Parser (parse date fields into year, quarter, month, week, etc.) Hierarchies (d fi and (define d use iin charts; h t e.g. St State t <--> < > City Cit <-> < > Zip) Zi ) List export (Right click on any tabular view to export selected data elements) Trend lines & g goal lines Chart tailoring Animation (quickly (q y view actual vs. target g / norm)) (point-and-click property sheets for each chart) (across time or other variables) Reuse dashboard layouts ©2012 ADVIZOR Solutions® (Template library) 21 Enterprise Back End Load multiple tables: Load multiple tables from multiple sources into one in-memory data pool (Oracle, SQL Server, Excel, Access, Text Files, SalesForce, MySQL, etc.) Id tif and Identify d di display l ttable bl mismatches i t h (e.g., ( nott all ll customers t in i transaction t ti table, t bl etc.) t ) Execute SQL Commands on dataload Link, copy across, and roll-up tables Selection and color links on key fields Copy fields from one table to another Roll-up a table – for example a transaction table on customer ID to determine total purchases, largest purchase, etc. by customer For web delivery: one datapool, multiple views Separate sessions for each user Credential / role based filters (read from domain server) Separate sessions for each user Automated A t t d data d t refresh f h Refresh by timer . . . . . . or event trigger (such as a KPI threshold is cleared) Desktop analysis can be on demand Project Workshop View and manage data, expressions, links, etc. ©2012 ADVIZOR Solutions® 22 Product Line Authoring: Analyst Anal st Analyst/X Deployment: ADVIZOR Server Key Features: 1. 15 Interactive Visualization Charts 2. In-memory Data Mart 3. Predictive Modeling 4. 5. 6. Desktop Navigator 7. SDK / API 8. OfficeAdvizor / 10. SalesAdvizor ©2012 ADVIZOR Solutions® 9. 11. 12. Project Workshop Color Workshop Link, rollup, copy between multiple tables Flight Recorder Expression Builder Date Parser Hierarchies Export Data Copy Charts 23 ADVIZOR Bell Labs Spinoff p Over 1,000 Customers – mid market & up; variety of industries Key Strategic Partners: Accenture, Alterian, HP ArcSight, Avaya, Information Builders, Intel, Microsoft, Salesforce.com, SunGard HE, Teradata, Trustwave Well Regarded by key Industry Analysts: Aberdeen, Forrester, Gartner, TDWI, etc. ©2012 ADVIZOR Solutions® 24 Demo & Discussion ©2012 ADVIZOR Solutions® advizorsolutions.com 25 Use Case Examples ©2012 ADVIZOR Solutions® 26 Retail Assortment Management. Where am I most profitable? ©2012 ADVIZOR Solutions® 27 Retail Assortment Management. Is end of life cycle being managed properly? ©2012 ADVIZOR Solutions® 28 CRM Performance Indicators (in higher ed). Who are my best solicitors? ©2012 ADVIZOR Solutions® 29 Pharmaceutical Portfolio and Project Management. What are my best practices? Milestone Sequence Portfolio Summary Milestone Gantt ©2012 ADVIZOR Solutions® 30 Network Intrusion. Why was this attack successful? Alarm Trends Alarm Penetration [wxy xx ytr xx] [wxy.xx.ytr.xx] [xxx.yy.xxx.xx] [zz.xx.xbc.xx] [ak.xx.xbc.xx] [zz.xx.fgh.xx] [zz.xz.xbc.ij] ©2012 ADVIZOR Solutions® [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ b [ab.xx.fg.hij] f hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] [ab.xx.fg.hij] 31 Company Scorecard. Why are units underperforming? Enterprise View Low Performers ©2012 ADVIZOR Solutions® 32 Travel Analysis Why are flights consistently delayed? ©2012 ADVIZOR Solutions® 33 Customer Insight. Why are customers profitable? Customer View One Customer Segment Product View Sales Channel View ©2012 ADVIZOR Solutions® 34 Wholesale/Retail Why are revenues up, profits down? Product Trends View Customer Rank View Transaction View Geographic View ©2012 ADVIZOR Solutions® 35