Dixit Shah

Finance Manager, Finance Reporting & Analytics

Corp FP&A

dixshah@cisco.com, https://www.linkedin.com/in/dixit-shah/

Using Microstrategy 10

Finance TransformationRTP-3

Cisco At-a-Glance

FY18 Revenue: $49.3B, $36.7 Products, $12.6B Services (Non-GAAP)

FY18 Deferred Revenue $19.7B

FY18 Total Cash & Investments: $46.5B

More than 72,000 employees

282,000 partners; 60,000 channel partners

480 global sites doing business in 165+ countries

More than 19,000 patents

26,000 engineers (36% of our workforce)

#1 or #2 in most market segments we serve

More than 200 acquisitions since 1993

Broad portfolio of integrated products and solutions

Other Stats

$6.3B Annualized R&D

Fiscal Stats

Cisco Confidential© 2010 Cisco and/or its affiliates. All rights reserved. 3

Cubes

for

Summary

Views

Business

Objects

for

Detailed

Views

P&L CubeRevenue, COGS, Gross Margin

Summary View

Revenue BORevenue, COGS, Gross Margin Details

Bookings CubeBookings Summary View

Bookings BOBookings Detailed View

Expense/HC CubeExpense and Headcount Summary View

Expense and

Headcount BOExpense and Headcount Detailed View

Some HISTORY… ..and

many

more

cubes &

BO’s

Problem Statement

• Difficulty to self-serve across systems.Lack of self-service capabilities to monitor performance, analyze specific metrics, and conduct timely analysis to guide business decisions.

• Fragmented data sources.Lack of integrated transaction level data to understand the factors driving measures across business units, geographies, products, services, and channels.

• Inconsistent data definitions across sources.Current landscape requires deep understanding of each of the fragmented performance management capabilities to make organization-wide decisions.

Cisco Financial Analyzer powered by MicroStrategy

Analytics in the past

Analytics today with CFA

User BenefitsManual & Automated

Data Siloed & Not

Integrated Supports majority

of Analytic needs.

Enables identifying

more timely &

informed business

insights.

Supports deeper

relationship with

Business Partners.

One Source for On Demand Analytics

Centralized access to integrated data from

multiple sources.

More views readily available on demand.

Easy to use standardized reports &

dashboards.

Standardized definitions make it easy for

anyone to retrieve data without adding flags

or parameters.

Standardized data reduces need for manual

adjustments.

Enhanced report creation capabilities,

including visualizations.

Easy to manage reports & team workspace.

Collaboration capabilities.

Manual efforts require:

Setting parameters for

reports

Running reports

Compiling data

Process not repeatable.

Must be done each month.

Labor intensive process Time consuming

Limits speed & flexibility

Learnings/Mistakes (..oops)

• Very ambitious initial build.. instead of incremental build

• Check data compatibilities measure & hierarchy

• Competing priorities..

• Governance processes

• Framework clarity – who’s who in the zoo?

• Training yourself before training others

• Understanding platform and your data limitations very clearly

• Meaningful & validated use-cases

• Infrastructure & performance, Platform version

Execution Plan

Engagement Plan

Training Strategy

Communication Strategy

Cisco Confidential© 2010 Cisco and/or its affiliates. All rights reserved. 8

All key financial metrics in one place……users don’t need to pay or download anything!

Cross-functional agreement on Finance governed data

High security, scalabilty and performance

Multi-dimensional metrics for majority of needs

The Cisco Finance App Store on V.10

• GM Walk - The Gross Margin Walk application analyses differences in Gross Margin by Sales Regions and Product Hierarchies from one time period to another given variances in contributing factors such as Price, Volume, etc. (Product only)

• Bookings Scorecard - Summary analysis of Bookings/Std Margin across all key dimensions (by BE, Geo, SCMS, Country) with drilldown to PF.

• Revenue Scorecard - Summary analysis of Revenue/GM across all key dimensions (by BE, Geo, SCMS, Country), with drilldown to PF.

• Backlog - Backlog report to identify bookings by various finance categories: Shippable Backlog, Shipped Not Invoiced Backlog, and On Hold Backlog

• Deferred Revenue - Balance of net deferral on product revenue that is recurring in nature (including product subscription, enterprise licensing agreement (ELA), Cisco ONE) offset by rebates & deferrals

• Headcount - Provides headcount reporting for specific management node for actuals, CQ Commit, requisitions, offers, accepts, hires, attrition rates, trends across geos, etc

• OPEX - Analysis of OPEX numbers by Business Group and Management Hierarchy. Reporting can be viewed at "Actuals at TBFX", Actual @ USD vs. Actual @ TBFX for corp. reporting

Examples of few KPI’s

ApplicationDashboardsReports

User/GroupData

Photo Source: Bing via MSFT PPT Online Picture Add In feature

Link: https://www.crm4sure.com/image/Robust%20Security%20&%20Role-Based%20Access.png

Backup

• CFA Application Overview

• Interactive Reporting

• Multi-selector option

• Quarter Header Automation and Metric Grouping Automation

Demo Items

Sound Source: Sound Design & Tools via Youtube

Link: https://www.youtube.com/watch?v=arPCgCt1ylQ

Photo Source: Bing via MSFT PPT via Online Picture Add In feature

Link: http://abovethelaw.com/wp-content/uploads/2011/02/drum-roll-please.png

How it all started..

Started with just

ONE “anchor”

application

“Gross Margin

Walk”

Now..

23+ Apps

A new app every 4-6 weeks

App Store Headcount & OPEXRevenue, Bookings, Gross Margin

Investor Relations

Pipeline

Funnel

Market Share (TAM)

Deferred Revenue

Backlog

Segment P&L

Software Annualization

Search across

dashboards and reports

based on metadata

Dashboards (“Apps”)

Spark integration

for collaboration

Alerts

Help desk for

videos and

tutorials

Quick filter by Growth,

Sustainability or Profitability

metrics, and by major

metrics/measures

Usage tracking by

dashboard, user

and function

Sweat the

details…Show

refresh timing for

App

Dashboards,

Applications, Ad-

Hoc reporting in

one place

Multi-level

security (data

level, app level)

Flexibility to

refresh (or hold

refresh) by app.

E.g. Some daily,

others weekly etc.

User-uploaded

data OR

Merge enterprise

data

Go back

31.4%

65.1%

64.3%

63.1%

68.2%

67.1%

65.9%

72.1%

64.3%

63.1%

68.2%

67.1%

65.9%

-1.1%

65.1% 65.1%

64.3%

63.1%

68.2%

67.1%

65.9%

72.1%

64.3%

63.1%

68.2%

67.1%

65.9%

-1.1%

65.1%

71.0% 69..0% 72.0% 60.0% 31.4%

65.1%

64.3%

63.1%

68.2%

67.1%

65.9%

72.1%

64.3%

63.1%

68.2%

67.1%

65.9%

-1.1%

65.1% 65.1%

64.3%

63.1%

68.2%

67.1%

65.9%

72.1%

64.3%

63.1%

68.2%

67.1%

65.9%

-1.1%

65.1%

71.0% 69..0% 72.0% 60.0%

64.3%

63.1%

68.2%

67.1%

65.9%

-1.1%

65.1%

60.0%

NRS Values applicable for FY18 only

QTD YoY/QoQ% applicable only on month-ends

4 Qtr/8 Qtr viewo Net Revenue

o Net Revenue

YoY%

o Gross Margin %

o Forecast

By Business Group

By Geographic Theater & Segment

By Country

1,123

6,653

1,543

1,222

1,111

2,222

3,333

9,546

1,123

6,653

1,543

1,222

1,111

2,222

3,333

9,546

1,123

6,653

1,543

1,222

1,111

2,222

3,333

9,546

2.0 Pts

2.0 Pts

4.0 Pts

5.0 Pts

6.0 Pts

-1.0 Pts

1.0 Pts

10.0 Pts

2.0 Pts

2.0 Pts

4.0 Pts

5.0 Pts

6.0 Pts

-1.0 Pts

1.0 Pts

10.0 Pts

20.0%

5.0%

9.0%

1.0%

55.0%

-4.3%

10.0%

21.7%

20.0%

5.0%

9.0%

1.0%

55.0%

-0.3%

10.0%

11.7%

20.0%

-0.1%

9.0%

1.0%

55.0%

-0.3%

10.0%

11.7%

20.0%

5.0%

9.0%

1.0%

55.0%

-0.3%

10.0%

11.7%

20.0%

10.1%

9.0%

1.0%

55.0%

-0.3%

10.0%

11.7%

By Internal or External Geography

By Internal or External Business Entity

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

6,653 6,653 6,653 6,653 6,653 6,653 6,653 6,653 6,653 6,653 6,653

20.0%

10.0%

20.0%

10.0%

20.0%

10.0% 10.0% 10.0% 10.0%

20.0% 20.0% 20.0%

10.0% 10.0%

10.0% 10.0%

1.0% 6..0% 2.0% 6.0% 6.0% 0.0% 5.0% 5.0%

With / Without Divestitures

20.0%

10.0%

20.0%

10.0%

20.0%

10.0% 10.0% 10.0% 10.0%

20.0% 20.0% 20.0%

10.0% 10.0%

10.0% 10.0%

-0.1 10.0% 10.0% 10.0% -0.2% 10.0% 10.0% 10.0%

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123

6,653

1,123 1,123 1,123 1,123 1,123 1,123 1,123 1,123 1,123 1,123 1,123

Not actual numbers-

demonstrative only

Revenue App

Bookings by Segment & Country (Allocated)

1,234

2,254

3.354

Not actual numbers-

demonstrative only

Cisco Confidential© 2010 Cisco and/or its affiliates. All rights reserved. 19

Built in ‘usage stats app’ (helps adoption)

Enabling multi-selection option (Attribute Element Selector)

In the left pane, under Format, select Theme.

select Dark Theme, and click on Apply

expand the Theme drop-down again, select None, and

click Apply.

Select Layout section and notice that the

“Allow Multiple Selection” option is

checked.

Now save your changes and

execute the document in the

Presentation mode. Drown

down shows multi-selection

options in the selector

Note: Multi-selection is not visible in Editable or Design mode.

Additionally, in Editable mode, the last value in the selector will be visible.

However, in Presentation mode the first value in the selector will be

displayed.

Why upgrade?

Why is MSTR Upgrade needed?

• Need of improved stability and scalability as user adoption and usage is increasing

• iCube Memory not getting released for other processes in current version (10.2). Fixed in 10.4.3

Improved System Stability

• Critical bugs impacting CFA dashboard build are expected to be fixed in 10.4.3

• New capabilities available in new platform

Enhanced Dashboard

functionalities

• CFA MicroStrategy version is already few releases behind current stable version

• Upgrade necessary to have improved MicroStrategysupport for future issues.

Enhanced MicroStrategy

Support

User interface

Test servlet

program,Logging,CSS,JS ,Zoom,

Search, Images & Interface Security

Cache

Systematic Manual

80+ 21 +

Build and test execution

of systematic and manual

Cubes and see equal or

better Cube build

performance/SLA

Metadata Query execution

Test Sql engine to report similar queries as optimizer

might choose a different execution plan

Dashboard Functionality

76 +Test functionality of the dashboard remains same with no

change in graph types, Widgets, Blending ,use of any types of

formatting or options supporting both standard and user

dashboards

Schema Objects

Base Objects,ACL’s,Data security model,

Upload framework etc..

Support CompatibilityBrowsers, Excels,

Plugins, Connectivity and

Configurations etc..

Derived ObjectsAttributes Metrics Elements Functions

600+ 2000+ 30+ 300+

Critical YE

Changes Purging

Clean up inactive profiles and report migration

Documents :2000+ Reports :4600 +

Enterprise Manager

Stats migration and merge with

new stats

Security

Test User filter, ACL

and privileges

What does it take to upgrade?

The Finance Reporting Journey

Cisco Confidential© 2010 Cisco and/or its affiliates. All rights reserved. 28

+1000 licenses purchasedFinance leads the way.. HR, Ops..adopt

2Years

+13,000 user licenses

Building base data ..Revenue/ P&L Bookings Plan & Forecast

OPEX & Headcount

Revenue ProductCOGS

ProductRevenue Services

COGSServices

Operating Expense

BookingsProduct

BookingsServices -

Total Service

BookingsServices -

Total ServiceIFP -GM- BTOF

ProductIFP - GM-Service

IFP -GM- SSF Product

Interlock Plan

Product-GM Expense Headcount

Actuals

AllocatedForecast

Commit

Plan

OPEX type

DepartmentBy Business cuts

Internal BE

External BE

Product Type

Heirarchies

PnL

DSH

Service Finance

Sales Coverage

Country

GEO/SFH

Product (TG/BU/PF/PID)TMS Hierarchy

External Theater

Time

Week

Month

Quarter

Year

Source

Flags

FMV Flag

Available in CFA

Not Applicable

Brought 5.6 Billion

records into MSTR

V.10, and continuing

to build more on top

• 1000+ Active Users

• 25 Published Dashboards, 30+ non-published

• 900+ Documents

• 2000+ Reports

• 100+ Systematic Cubes, 50+ Non-systematic cubes

Finance Statistics as of January 31, 2019

• More apps to drive better Insights & Decisions

• CX (Services) Insights

• Cashflow App (Treasury)

• Investor Relations – Phase 2

• More granular level reporting

• Operational Enhancements

• Upgrade to MicroStrategy 2019

What’s next?

How we did it?

Source: Wikimedia

Link: https://commons.wikimedia.org/wiki/File:Hair_pulling_stress.jpg

• Executive Sponsorship

• Governance

• Investing in the BI solution

• $

• Time, Resources, Training

• Build PoC (Proof of Concepts)

• Bring parity by building data foundation

• Execution Strategy/Plan

• Engagement, Training, Communication

• Course Correction (Mistakes to avoid)

• Measuring success

• Usage and adoption

• Support

• Mgmt., Business partners, Stakeholders, IT

• MicroStrategy team

HOW we did it..Questions?

Dixit Shah

Finance Manager, Finance Reporting & Analytics

dixshah@cisco.com

919-392-6705

https://www.linkedin.com/in/dixit-shah/

Thank You!