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cezarovidiu

13 things to consider when implementing a CRM plan | Econsultancy - 0 views

  • These are few of the benefits of implementing a good quality CRM All of your clients’ information is stored in one place, it’s easy to update and share with the whole team. Updates by colleagues should be saved immediately. Every member of your team will be able to see the exact point when your business last communicated with a client, and what the nature of that communication was. CRMs can give you instant metrics on various aspects of your business automatically.  Reports can be generated. These can also be used to forecast and plan for the future. You will be able to see the complete history of your company’s interaction with a client. Calendars and diaries can be integrated, relating important events or tasks with the relevant client.  Suitable times can be suggested to contact customers and set reminders.
  • Finding one system that will fit your needs in one package may not be possible, so be aware that you may need to customise it to fit into your company. There are infinite possibilities here so don’t get too carried away as costs will rise accordingly.
  • Ensure that the CRM works on mobile devices and can be accessed remotely. Employees aren’t necessarily sat at their desks when it needs to be used or updated. Real-time updates are necessary for ensuring that clients aren’t contacted twice with the exact same follow up.
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  • Will it work for Outlook, Gmail or whichever email provider your company uses? 
  • Does you CRM have full social media integration? It’s vital that any customers or clients interacting with you on social channels can be included in your CRM updates. You will find this happens increasingly as your public facing channels become more popular. For more detailed information download our best practice guide CRM in the social age.  
  • Do you have a fully CRM trained analytics team that can study and understand the data and reports the system will generate? It’s probably wise to implement a cleansing plan for your existing data before the new system is implemented. Sifting through contacts to remove any duplicated or defunct leads.
  • Having an extra piece of software in the company, especially one as integral as this, means there’s a lot more to manage and possibly to go wrong. Make sure you have the technical support in place to ensure its smooth running.
cezarovidiu

Magic Quadrant for Business Intelligence and Analytics Platforms - 0 views

  • Integration BI infrastructure: All tools in the platform use the same security, metadata, administration, portal integration, object model and query engine, and should share the same look and feel. Metadata management: Tools should leverage the same metadata, and the tools should provide a robust way to search, capture, store, reuse and publish metadata objects, such as dimensions, hierarchies, measures, performance metrics and report layout objects. Development tools: The platform should provide a set of programmatic and visual tools, coupled with a software developer's kit for creating analytic applications, integrating them into a business process, and/or embedding them in another application. Collaboration: Enables users to share and discuss information and analytic content, and/or to manage hierarchies and metrics via discussion threads, chat and annotations.
  • Information Delivery Reporting: Provides the ability to create formatted and interactive reports, with or without parameters, with highly scalable distribution and scheduling capabilities. Dashboards: Includes the ability to publish Web-based or mobile reports with intuitive interactive displays that indicate the state of a performance metric compared with a goal or target value. Increasingly, dashboards are used to disseminate real-time data from operational applications, or in conjunction with a complex-event processing engine. Ad hoc query: Enables users to ask their own questions of the data, without relying on IT to create a report. In particular, the tools must have a robust semantic layer to enable users to navigate available data sources. Microsoft Office integration: Sometimes, Microsoft Office (particularly Excel) acts as the reporting or analytics client. In these cases, it is vital that the tool provides integration with Microsoft Office, including support for document and presentation formats, formulas, data "refreshes" and pivot tables. Advanced integration includes cell locking and write-back. Search-based BI: Applies a search index to structured and unstructured data sources and maps them into a classification structure of dimensions and measures that users can easily navigate and explore using a search interface. Mobile BI: Enables organizations to deliver analytic content to mobile devices in a publishing and/or interactive mode, and takes advantage of the mobile client's location awareness.
  • Analysis Online analytical processing (OLAP): Enables users to analyze data with fast query and calculation performance, enabling a style of analysis known as "slicing and dicing." Users are able to navigate multidimensional drill paths. They also have the ability to write back values to a proprietary database for planning and "what if" modeling purposes. This capability could span a variety of data architectures (such as relational or multidimensional) and storage architectures (such as disk-based or in-memory). Interactive visualization: Gives users the ability to display numerous aspects of the data more efficiently by using interactive pictures and charts, instead of rows and columns. Predictive modeling and data mining: Enables organizations to classify categorical variables, and to estimate continuous variables using mathematical algorithms. Scorecards: These take the metrics displayed in a dashboard a step further by applying them to a strategy map that aligns key performance indicators (KPIs) with a strategic objective. Prescriptive modeling, simulation and optimization: Supports decision making by enabling organizations to select the correct value of a variable based on a set of constraints for deterministic processes, and by modeling outcomes for stochastic processes.
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  • These capabilities enable organizations to build precise systems of classification and measurement to support decision making and improve performance. BI and analytic platforms enable companies to measure and improve the metrics that matter most to their businesses, such as sales, profits, costs, quality defects, safety incidents, customer satisfaction, on-time delivery and so on. BI and analytic platforms also enable organizations to classify the dimensions of their businesses — such as their customers, products and employees — with more granular precision. With these capabilities, marketers can better understand which customers are most likely to churn. HR managers can better understand which attributes to look for when recruiting top performers. Supply chain managers can better understand which inventory allocation levels will keep costs low without increasing out-of-stock incidents.
  • descriptive, diagnostic, predictive and prescriptive analytics
  • "descriptive"
  • diagnostic
  • data discovery vendors — such as QlikTech, Salient Management Company, Tableau Software and Tibco Spotfire — received more positive feedback than vendors offering OLAP cube and semantic-layer-based architectures.
  • Microsoft Excel users are often disaffected business BI users who are unable to conduct the analysis they want using enterprise, IT-centric tools. Since these users are the typical target users of data discovery tool vendors, Microsoft's aggressive plans to enhance Excel will likely pose an additional competitive threat beyond the mainstreaming and integration of data discovery features as part of the other leading, IT-centric enterprise platforms.
  • Building on the in-memory capabilities of PowerPivot in SQL Server 2012, Microsoft introduced a fully in-memory version of Microsoft Analysis Services cubes, based on the same data structure as PowerPivot, to address the needs of organizations that are turning to newer in-memory OLAP architectures over traditional, multidimensional OLAP architectures to support dynamic and interactive analysis of large datasets. Above-average performance ratings suggest that customers are happy with the in-memory improvements in SQL Server 2012 compared with SQL Server 2008 R2, which ranks below the survey average.
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    "Gartner defines the business intelligence (BI) and analytics platform market as a software platform that delivers 15 capabilities across three categories: integration, information delivery and analysis."
cezarovidiu

Successful Social Marketing is So Much More Than Social Media | ClickZ - 0 views

  • In the past, prospects primarily accessed information about a company by interacting directly with a salesperson.
  • As media evolved, mass ads, events, direct mail, and more recently, email, have been the primary tools for engagement.
  • Given the number of consumers posting, blogging, tweeting, liking and sharing, the question for marketers is no longer, Should I use social? It's, How do I use social to its full potential?
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  • Social channels are inherently built for sharing and engagement, making them the perfect place to cultivate valuable business relationships. Integrating social into every marketing campaign you run can move you from a company-to-buyer marketing model to a peer-to-peer influence model. This not only builds trust and brand loyalty, but also positively impacts ROI.
  • It can be tempting to jump right in to all the social media sites out there and start posting away. However, before you publish that first nugget of social marketing content, you need to develop your plan.
  • goals and metrics
  • Build a team that is willing and able to dedicate adequate time to social media endeavors.
  • Many marketers fall into the trap of thinking that social media campaigns can be dealt with on an ad hoc basis, but this couldn't be further from the truth. You don't want your company's online personality to come across as erratic or disjointed, so create a policy that guides those who are participating in the social marketing effort and be sure those guidelines are enforced.
  • Once everyone is on board, encourage them to create engaging content. A good starting place is to ask your team members to answer some of the most frequently asked questions they receive on the various social channels. If everyone is a content creator, you'll never be short of ideas.
  • Word-of-mouth is incredibly powerful and the "share" button on every social media channel allows you to tap into millions of different networks. One of the best ways to interact with your audience is by giving them content they genuinely want to share with their networks. Peer recommendation is extremely valuable because people believe their friends much more readily than a company or marketer.
  • A "Refer-a-Friend" campaign promotes a compelling offer via email marketing and social networks, then grants access to special offers for both the referrers and those referred. Using these campaigns will allow you to gather important metrics, like tracking who the biggest influencers are.
  • A "Social Sweepstakes" campaign allows your entrants to spread the word on your behalf. Through the sweepstakes entry, you gain important user data like who is sharing and where they are sharing most.
  • Finally, a "Flash Deal" campaign is similar to Groupon. Flash deals offer a limited amount of deals for a specific time period through your social platforms. If you use these campaigns, be sure to let participants track the deal's progress! These campaigns are fun and viral ways to spread brand awareness and boost new customer numbers with sharing.
  • make sure your shares are measurable. Monitoring social share numbers is not only an easy way to tell what's working and what's not, but also allows you to see your ROI by showing how far your social reach is in relation to how much time and resources you've put in.
  • Google Alerts and search functions, or enterprise level software like Viral Heat or Radian6.
  • Once you hear what people are saying, you can engage them with relevant responses.
  • Social has evolved into much more than just a channel or tactic and should be an ever-present strategy in all aspects of your marketing. Ultimately, if you come up with a plan, encourage creative content, incorporate social marketing into every stage of your funnel, and measure your results, you'll start to see your social efforts move the ROI needle in the right direction.
cezarovidiu

Microsoft Summit 2014: „Piaţa soluţiilor de business intelligence este la înc... - 0 views

  • Companiile locale încep să resimtă acum nevoia utilizării unor soluţii software de business intelligence (BI) cu ajutorul cărora să interpreteze şi să analizeze datele colectate, precum şi să facă prognoze, astfel încât să dispună de informaţiile necesare pentru luarea deciziilor de management.
  • „Până de curând, acum doi ani, discutam de partea de raportare, analiza evenimentelor post-factum. În general analizezi un eveniment după ce acesta s-a întâmplat. În momentul de faţă se simte nevoia de un element de business intelligence, care adaugă elementele de predicţie. Spre exemplu, în cazul în care creşte temperatura afară, se pune problema impactului asupra logisticii, relaţiei cu furnizorii etc“
cezarovidiu

BI-ul se democratizeaza la nivel operational - 0 views

  • Practic, avem de-a face cu coborârea din sferele abstracte a BI-ului tradiţional către „enterprise intelligence“; o formă de „democratizare“ a BI-ului a devenit accesibilă maselor de utilizatori finali, pe baza ideii că instrumentele specifice acestui concept (analiză, raportare, semnalare etc.) trebuie să permită şi să ofere suport pentru luarea deciziilor în timp real.
  • Potrivit specialiştilor, „mutaţia“ menţionată reprezintă o evoluţie naturală, realizată sub presiunea pieţei, care impune luarea tot mai rapidă a unor decizii din ce în ce mai complexe la nivelul managementului operaţional în mod cotidian. Este vorba, practic, de o reorientare a conceptului de BI, de la tradiţionalul „data-centric“ spre mai pragmaticul „process-centric“, menit să permită un răspuns mai agil la provocările din piaţă.
  • Astfel, aplicaţiile de BI operaţional nu mai sunt rezervate doar analiştilor de business din top management, ci sunt accesibile şi directorilor executivi, managerilor şi utilizatorilor finali cu putere decizională. Prin intermediul acestui nou concept, managerii departamentelor de vânzări şi staff-urile din centrele de suport beneficaiză de informaţii relaţionate cu lista de activităţi zilnice şi de workflow-uri şi ghiduri de analiză, care îi ajută să interpreteze şi să analizeze informaţiile pe baza cărora trebuie să ia deciziile.
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  • Astfel, potrivit rezultatelor finale, 66% dintre respondenţii studiului realizat de Ventana au indicat faptul că cel mai important câştig obţinut la nivelul întregului business în urma implementării unor soluţii de BI operaţional în cadrul companiilor lor este în creştere în eficienţă la toate nivelurile. (În completare, 60% dintre subiecţi au indicat faptul că îmbunătăţirea serviciilor oferite clienţilor reprezintă principala prioritate urmărită prin dezvoltarea aplicaţiilor de BI operaţional.) Alţi 53% consideră ca principal beneficiu faptul că au realizat reduceri importante de costuri, în timp ce 48% creditează orientarea spre abordarea operaţională a BI-ului drept principalul factor diferenţiator faţă de concurenţă.
  • Factorii diferenţiatori Rezultatele evidenţiate de studiul Ventana sună mai mult decât promiţător şi confirmă previziunile optimiste ale analiştilor privind creşterea pieţei pe această zonă, cotată cu o evoluţie chiar mai rapidă decât a pieţei aplicaţiilor de BI tradiţional. Pentru a evidenţia mai clar distincţia, iată punctele esenţiale în care abordarea operaţională diferă de cea tradiţională: audienţă, granularitate, timp de răspuns şi disponibilitate. Iată, pe scurt, fiecare parametru explicitat: Audienţa: plaja de utilizatori ai dezvoltărilor de BI operaţional include angajaţi implicaţi în activităţi operaţionale (agenţi de vânzări, personal tehnic, personal din contact centere etc.), care trebuie să ia rapid decizii cu impact semnificativ la acel nivel, dar şi manageri care trebuie să urmărească în mod curent indicatorii de performanţă operaţionali pe anumite niveluri. În cazul în care compania ce a implementat o dezvoltare de BI operaţional a reuşit să stabilească o corelare clară între indicatorii de performanţă strategici (Key Performance Indicators) şi metricile din plan operaţional, audienţa include şi persoane din senior management, care pot investiga în adâncime modul în care sunt respectate direcţiile strategice stabilite. Concluzia - audienţa aplicaţiilor de BI operaţional este mult mai mare decât în BI-ul tradiţional.
  • Timpul de răspuns: intervalul de răspuns pentru aplicaţiile de BI operaţional este semnificativ mai mic decât în BI-ul tradiţional. Cele mai multe module operaţionale necesită date al căror „grad de prospeţime“ poate varia de la câteva secunde la câteva minute. Acest fapt impune condiţii speciale în ceea ce priveşte furnizarea datelor în timp real, pentru că sunt necesare în luarea deciziilor în procesele operaţionale, care necesită un timp scurt de reacţie. Granularitate: spre deosebire de soluţiile de BI tradiţional care agregă date pentru a furniza o perspectivă ideală asupra performanţelor companiei, aplicaţiile de BI operaţional necesită un nivel mult mai mare de granularitate al datelor pentru a adresa nevoile specifice la nivel operational. (Nu este valabil însă în cazul tuturor aplicaţiilor de „operational BI“ - anumite date necesită date agregate provenind din data warehouse. Exemplul cel mai uzitat: parametrul „customer lifetime value“ utilizat de agenţii din contact center.) Disponibilitate: Aplicaţiile de BI operaţional sunt menite să furnizeze suport direct proceselor tranzacţionale de business sau de suport. Ceea ce înseamnă că perioada de inactivitate a acestor aplicaţii afectează direct abilitatea companiei de a încheia tranzacţii şi de a oferi suport clienţilor. Consecinţa logică – aplicaţiile trebuie să prezinte un grad ridicat de anduranţă.
cezarovidiu

10 Reasons Why CEOs Don't Understand Their Customers - Forbes - 0 views

  • 1) Do bad customer experiences cause people to switch brands? In a 2011 research project conducted by CX application vendor RightNow, 89% of consumers said that yes, a bad experience has spurred them to switch brands. But in the brand-new study of business-executive perceptions that’s the subject of this column, only 49% of the surveyed executives said yes.  QUESTION: What steps do you need to take to close this dangerous perception gap? 2) While 97% of executives say CX is critical to the success of their company, and 91% say they’re committed to making their company a CX leader, only 20% would rate their own CX initiatives as “advanced,” with a dedicated CX leader in place, initial projects pushed to the optimization phase, and the overall project extended to new channels and groups . QUESTION: What are the obstacles preventing you from aligning your actions with your words? If you say it’s a “budget” issue, aren’t you really talking about strategic priorities rather than line items? 3) Most companies have a clear and direct understanding of the looming CX challenge and the powerful interaction of social media. The study found that the top two drivers for CX initiatives are (a) rising expectations from customers (59%),  and (b) the impact of social media on customers’ ability to broadcast good and bad experiences (37%). Now, even if you’re able to somehow rationalize those findings, here’s one that not even the most-accommodating executive can dismiss:
  • 4) Being a CX laggard can cost those companies many tens of millions or even hundreds of millions of dollars in lost revenue: executives estimated that the lack of positive, consistent, and brand-relevant customer experience can cause them to lose out on a staggering 20% in annual revenue.
  • Worse yet, all that money’s likely to wind up in the pockets of your competitors!
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  • 5) While 81% of execs said they believe that social media is an essential ingredient in delivering great customer experiences, 35% of responding companies still do not have social media for sales channels, and another 35% still do not have social media for customer service. QUESTION: How do you plan to close that dangerous gap?
cezarovidiu

Top Mistakes to Avoid in Analytics Implementations | StatSlice Business Intelligence an... - 0 views

  • Mistake 1.  Not putting a strong interdisciplinary team together. It is impossible to put together an analytics platform without understanding the needs of the customers who will use it.  Sounds simple, right?  Who wouldn’t do that?  You’d be surprised how many analytics projects are wrapped up by IT because “they think” they know the customer needs.  Not assembling the right team is clearly the biggest mistake companies make.  Many times what is on your mind (and if you’re an IT person willing to admit it) is that you are considering converting all those favorite company reports.  Your goal should not be that.  Your goal is to create a system—human engineered with customers, financial people, IT folks, analysts, and others—that give people new and exciting ways to look at information.  It should give you new insights. New competitive information.  If you don’t get the right team put together, you’ll find someone longing for the good old days and their old dusty reports.  Or worse yet, still finding ways to generate those old dusty reports. Mistake 2.  Not having the right talent to design, build, run and update your analytics system.  It is undeniable that there is now high demand for business analytics specialists.  There are not a lot of them out there that really know what to do unless they’ve been burned a few times and have survived and then built successful BA systems.  This is reflected by the fact you see so many analytics vendors offer, or often recommend, third-party consulting and training to help the organization develop their business analytic skills.  Work hard to build a three-way partnership between the vendor, your own team, and an implementation partner.  If you develop those relationships, risk of failure goes way down.
  • Mistake 3.  Putting the wrong kind of analyst or designer on the project. This is somewhat related to Mistake 2 but with some subtle differences.  People have different skillsets so you need to make sure the person you’re considering to put on the project is the right “kind.”  For example, when you put the design together you need both drill-down and summary models.  Both have different types of users.  Does this person know how to do both?  Or, for example, inexperience in an analyst might lead to them believing vendor claims and not be able to verify them as to functionality or time to implement. Mistake 4.  Not understanding how clean the data is you are getting and the time frame to get it clean.  Profile your data to understand the quality of your source data.  This will allow you to adjust your system accordingly to compensate for some of those issues or more importantly push data fixes to your source systems.  Ensure high quality data or your risk upsetting your customers.  If you don’t have a good understanding of the quality of your data, you could easily find yourself way behind schedule even though the actual analytics and business intelligence framework you are building is coming along fine. Mistake 5.  Picking the wrong tools.  How often do organizations buy software tools that just sit on the shelve?  This often comes from management rushing into a quick decision based on a few demos they have seen.  Picking the right analytics tools requires an in-depth understanding of your requirements as well as the strengths and weaknesses of the tools you are evaluating.  The best way to achieve this understanding is by getting an unbiased implementation partner to build a proof of concept with a subset of your own data and prove out the functionality of the tools you are considering. Bottom Line.  Think things through carefully. Make sure you put the right team together.  Have a data cleansing plan.  If the hype sounds too good to be true—have someone prove it to you.
cezarovidiu

2013 ERP research: Compelling advice for the CFO : Enterprise Irregulars - 0 views

  • ERP vendor selection. As the following graph shows, the primary candidates for ERP software were SAP, Oracle, Microsoft, Epicor, and Infor:
  • The cloud question. Despite the hype, only 14 percent of respondents are using ERP delivered as Software as a Service (SaaS). Although the best cloud vendors can deliver superior security and reliability than most internal IT departments, market momentum to ERP in the cloud is not there yet, as the following diagram illustrates:
  • Important lessons. Implementing an ERP system is always complex because the deployment drives changes to both data and processes that extend across departmental boundaries inside the organization.
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  • Software projects aren’t just technical endeavors. They’re also political, financial, emotional, structural, strategic, process and people-centric initiatives. Ignoring any one of these dimensions is done at the project manager’s peril.
  • Today’s CFO must balance the demands of two competing forces: the extraordinary wave of innovation (and the process changes these bring) against the regulatory, control-driven forces who want every process, every exception, and device to be documented, controlled and secured. In recent years, CFOs have spent tens of billions of dollars (or more) with audit firms to document the control points and risks within their existing ERP solutions.
  • ERP can bring significant benefit but implementation requires careful attention to both business planning and technology activities. For this reason, achieving project success and business value demand that CFO and CIO work together as a collaborative unit.
  • Therefore, it is essential to create this partnership and show your entire organization that the business and technology teams can communicate, collaborate, and share knowledge on a systematic and consistent basis. This collaboration is the true underlying strategy for gaining maximum value from ERP or any other enterprise initiative.
cezarovidiu

Install apex 4.2 - 0 views

  • @apexins.sql SYSAUX SYSAUX TEMP /i/
  • @apxchpwd.sql
  • Shut down with normal or immediate priority the Oracle Database instances where you plan to install Oracle Application Express.
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  • Full development environment.
  • Runtime environment
  • 3.3.3 Change the Password for the ADMIN Account
  • 3.3.4 Restart Processes
  • Unlocking the APEX_PUBLIC_USER Account
  • The APEX_PUBLIC_USER account is locked at the end of a new installation of Oracle Application Express. You must unlock this account before configuring the database access descriptor (DAD) in a new installation.
  • ALTER USER APEX_PUBLIC_USER ACCOUNT UNLOCK
  • ALTER USER APEX_PUBLIC_USER IDENTIFIED BY new_password
  • PASSWORD_LIFE_TIME parameter is set to unlimited
cezarovidiu

Oracle Public Yum Server - 0 views

  • # cd /etc/yum.repos.d # wget http://public-yum.oracle.com/public-yum-el5.repo
  • Open the yum configuration file in a text editor Locate the section in the file for the repository you plan to update from, e.g. [el4_u6_base] Change enabled=0 to enabled=1
cezarovidiu

Planning to Upgrade from Oracle BI 10g to BI 11g - 11g Release 1 (11.1.1.7.0) - 0 views

  • ORACLE_HOME/bin/config.sh
  •  
    "1.7 Moving from 11.1.1.3, 11.1.1.5, or 11.1.1.6 to 11.1.1.7"
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