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Driving Business Value for
Lasting Transformation
Kevin Chu – Presales Consultant, North Asia
Presentation by Michael Anthony, 2011.
QlikView® is a
Business Discovery Platform.
Business Discovery
is user-driven BI.
Simplifying Decisions for
Everyone, Everywhere
31,000 customers in
105 countries
1,700global partners
32% CAGR
NASDAQ: QLIK
Clearly a better way to use data
to simplify decision making
2006 2007 2008 2009 2010 2011 2012 2013
Annual Revenue Growth ($MM)
$44.3
$80.6
$118.3
$157.4
$320.6
*Historical results not indicative of future results.
$226.5
$471.0
$388.5
Communications,
Energy & Utilities
Manufacturing &
High Tech
Financial
Services
Healthcare &
Life SciencesRetail & Services Public Sector
31,000 customers - 1 to 50,000+ users
QlikView in Investment Banking
2500+ Financial Services customers
All Top 20 Financial Services firms
based in US and EMEA
All Top10 Global Investment Banks• Roughly 40,000 QlikView users
• 6 of the top10 firms have >2500 users
• 2 firms with >10k users by year end
Dedicated QlikView Financial
Services teams in UK and US
Diverse network of FS technology,
solution and system integrator
partners
Customer Snapshot: AON
Challenge:• Gain a clear overview of company revenue streams, fees and
commissions by segment, industry, country and practice group
• Automate reporting systems to compile and back-check data to eradicate time-wasting multi-country manual reconciliation
Solution:• Budget Analysis: Immediate budget summaries providing local
and overall revenues by actual, budget, variance and accruals
• Client Budget Analysis: Assess revenue performance in detail by client group or individual client, income classes and type
• Top Client Analysis: Client rankings by revenues, region, industry, product class, including year-over-year comparisons
• Revenue Analysis: Measures country revenue performance calculating renewable business as percent of total new revenue
Results:• $221,000 in cost savings and reduced time in manual budgeting
• Productivity gains through less reviews and instant access
• Strategic benefits through improved decision-making and the new-found ability to identify trends and unleash market potential
Link to Webinar (Find it on ‘Q’):
http://www.qlik.com/us/explore/customers/
customer-listing/a/aon-asia
Credit Risk
Fraud
Self Service BI
360 Degree overview of Clients
Corporate Scorecards
Performance Management
Mortgage business apps
Solutions implemented:
Leading Asian provider of risk management services, insurance and reinsurance brokerage, human capital,
and management consulting. A regional division of the multinational organization, Aon Corporation
Customer Snapshot: SunTrust Bank
Challenge:• Shortcomings of Traditional BI impacting effectiveness of
organization
• Needed good visualizations combined with speed,
performance, collaboration and enterprise readiness
Solution:• SunTrust selected QlikView across the enterprise for
business discovery and interactive dashboards/ scorecards.
• QlikView was selected for a Shared Services environment.
Successful CoE has been established.
• QlikView architecture – Enterprise Ready to support 11,000
users.
• 6 clustered servers; Prod environment has 192 TB RAM
Results:• Agile development software life cycle resulting in 115+
Dashboards in DEV, 25 in Production
• Turned off over 800 static reports in Mortgage business unit
• ROI within 3 months; millions saved
Link to Webinar (Find it on ‘Q’):
http://www.qlikview.com/us/explore/resour
ces/on-demand-webinars/user-driven-
business-intelligence-with-qlikview-and-
infosys
Credit Risk
Fraud
Travel and Entertainment
Business Information Officers
Corporate Scorecards
Performance Management
Mortgage business apps
Internal Audit
Solutions implemented:
SunTrust is one of the US’s largest regional banks with 25,000 employees and $173B
USD in assets
Challenge
– Traditionally used SAP Business Objects for standard and ad hoc reporting
– Relied on Microsoft Excel for data sharing and analytics purposes.
– Needed interactive, near-real time information to gain competitive advantage
Solution
– Purpose built apps to drive efficiencies across the organization for 4,000+ employees
– Monitors individual branch performance and providing effective decision support in various business decisions through QlikView
– Used for Risk Analytics and Credit Limit utilization analytics
– Users access QlikView with iPads
Customer Snapshot: Turkish Economic Bank (TEB)
“QlikView has given our teams a whole
new layer of visibility that simply wasn’t
available through our existing data
sources and reporting environments”
Murat Özel
Senior Mgr, Business Analytics at TEB
TEB is an established Turkish bank with > 500 branches and 9,000 employees across the region. The
bank’s operating areas include corporate, retail, private, and small and medium enterprise banking as well
as project finance, fund management, and custody operations.
Read this story in a Q2 2013 Press Release:
http://www.qlikview.com/us/company/press-
room/press-releases/2013/en/0612-prominent-
turkish-bank-turk-ekonomi-bankasi-out-
qlikview-over-4000-staff-enterprise-wide
a division of:
What is QlikView® ?
Predictive
Analytics
Diagnostic
Analytics
Descriptive Analytics
Typical Customer Journey
(gradual over time)
Climbing the analytic value curve
through Business Discovery™
Hindsight Insight Foresight
Complex
Simple
Customer Needs
and Analytic Value
Time, Scope of Offering
and Customer EvolutionNarrow Wide
Viz Tools
QlikView
Start
What
happened,
where and
when?
Why did it
happen?
What is likely
to happen?
QlikView® rapidly makes data
accessible, whatever the source
Connecting every user to their data
Driving Business Value
Millennials and QlikView®
• Generation born 1977-2000
• Western Europe has 51
million
• Already 80 million of them in
the United States
• 99 million in the Asia Pacific
countries
• Larger than Baby Boomers
(1946-1964)
• Three times the size of
Generation X (1965-1976)
• Direct Spending Power
$226 billion (APAC alone)
• Indirect Spending $620
billion.
Millennials & their Spending Patterns
$620 billion
Millennials
are heavily
influenced
by their
Peers
Millennials
Invest
Collaboratively.
Rely on social
circles when
deciding
The Balancing act in Banking…
Customer
Intelligence
(ex: Increase
Revenue)
Cost
Reduction
(ex: Expense
Management)
Manage
Risk / Compliance
(ex: Regulators, Credit Risk, etc)
Business
Agility
(ex: M&A, New Products, etc)
– Banks are still writing off huge losses due to past lending decisions (subprime mortgages, commercial real estate)
• Focus on profitability and balance sheet
– Lending decisions are now tightly scrutinized so banks must know their customers and the associated risks
• Much more rigor in deciding who gets a loan
– Increased industry regulations require actions that place a burden on banks
• Trying to avoid another crisis and enforce transparency
– Banks are focused on recapturing the trust and loyalty of their customers while fending off fierce competition
• Knowing your customer and servicing them better
Macro trends in Banking
Typical BI approach in major FS organizations
How this came about?
Using QlikView as a platform for Business Discovery enables
business users to receive relevant information at the right time.
Top10 Solutions
in Banking
Client
Servicing
Financial Management
Risk Management
/ Reg. Compliance
Expense Management
Customer Analysis / Targeting
Sales and Revenue Analysis
Transaction Monitoring
IT Management
Exec Dashboards / Scorecards
Operational Risk
• Internal / External Events
• External Loss Events
• Risk Control Self-Assessments (RCSA)
• Advanced Measurement Approach (AMA)
• Data Quality and Controls
Market Risk• Trade book performance and what-if:
- Equity Performance
- Interest Rates and FX Rates
- Commodity Prices
• Portfolio VaR, Stressed VaR
Liquidity Risk• Intraday Liquidity Snapshot / Trend
• Limit Management
• Idiosyncratic Survival
• Cash Flow Events
• Liquid vs. Illiquid Products
Counterparty Risk• Counterparty Performance Trends
• Risk calculation / Simulation Integration:
- Credit Valuation Adjustment (CVA)
- Right Way / Wrong Way Risk Analysis
- Risk Correlation
Enterprise Risk Management• Economic and Regulatory Capital
• Risk & Exposure Analysis
• Credit, Operational, Market, Liquidity
• Regulator and Board ad hoc requests
• Executive Risk Dashboards / Scorecards
AML and Fraud• Fraud Detection and Investigation
• Suspicious Activities / Transactions
• Watch List and Case Management
• Transactional Pattern Analysis
• Social Profiling
Credit Risk
• Mortgage and Loan Production
• Delinquencies and Charge-Offs
• Transaction Activity Analysis
- Deposits and Withdrawals
- Payments and Collections
Regulatory Compliance
• Basel II+ (Banking)
• Solvency II (Insurance)
• Know Your Customer (KYC)
• Treating Customers Fairly (TCF)
• Sarbanes Oxley (SOX)
Common QlikView application areas for Risk Management
QlikView’s business discovery platform can be applied to multiple risk management areas
• Natural Analytics™ is the core
technology and design approach that
drives the unique QlikView Business
Discovery Experience
• Natural Analytics™ technology
optimizes data structures, the analytical
query engine, the interactive user
experience, visualizations and
collaboration for user interaction and
discovery
• Natural Analytics™ means ground
breaking levels of software adoption and
better ROI from BI.
Natural Analytics™ – The Core of QlikView®
Natural Analytics™ – The Core of QlikView®
Natural Analytics™ – The Core of QlikView®
How traditional BI and
visualization tools work
QlikView
• Limited view and access to data
• Forced down linear drill paths
• Need to involve IT to modify
• What-if and on-the-fly analysis
is limited
• Freedom to explore data from any point in
analysis in a dynamic, interactive interface
• Answer any question on the fly, real-time
• Easily see connections, and
disconnects in data
The Unique QlikView® Patented
Data Association Technology
Demo 1 – QlikView Introduction
Sales Management
Demo 2 – QlikView Template
Credit Risk
Thank You