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Creating a Competitive Advantage
Predictive Analytics
“ The Next Wave”
 Actionable Information
 Key Performance
Indicators
 Data Visualization


ANALYTICS
ANALYTICS

Insights
Nurturing the Right Customers
Technology – Data – Transformation
1
TDT’s Areas of Expertise
Customer / Employee
Retention
Churn Analytics
Sales Optimization

Six Sigma

Predictive
Analytics

Revenue & Margin
Optimization
Customer
Cross Sell/Upsell







ANALYTICS

Embedding
Outcomes in
Analytical
Management
System

Collaboration
Near real time
review of KPIs
Fact based
decisions
Actionable KPIs

Technology – Data – Transformation
2
TDT’s Value Proposition
Our Value to You

Our Strengths & Capabilities
Solid academic foundation in
management theory and statistical
methodologies … applied in a
practical and actionable manner.



Consultative approach to
identify, analyze and understand
your business and solve your unique
business problems, versus selling a
suite of products.





Deep programming experience and
capabilities to develop and
implement customized business
solutions.

Extensive multi-industry business
experience, statistical analysis
expertise, and proprietary
predictive analytics tools and
approaches.



TDT provides customized solutions to
address Your business issues or
opportunities, unlike companies who
use a cookie-cutter approach for all its
clients.



TDT develops a conceptual model and
solutions specific to your business
model and processes through extensive
consultation with your own experts and
managers and our experts and advisors.



TDT can integrate its solutions with your
business intelligence tools, implement
its own proprietary BI tools, or create
customized web-based BI tools.



TDT’s solutions are empirically validated
versus rules based, so predictive models
are regularly updated to reflect the most
current data.

ANALYTICS



Technology – Data – Transformation
3
TDT Previous Projects


The Challenge





The Results


200% ROI achieved. $2.5MM

ANALYTICS



Payment Processor experiencing significant customer churn
Needed to identify customers propensity to quit and allow for intervention before
they churn

The Challenge
Medical Lab company needing to increase share of uninsured products to their revenue
mix .

Need to identify which tests to promote to specific physicians
The Results

Increased Revenue Opportunity of $1.9MM






The Challenge





Services company wishing to reduce churn and optimize revenue
Needed to identify customers propensity to quit and allow for intervention .
Revenue optimization by minimizing risk of churn and maximizing revenue

The Results


Increased Revenue Opportunity of £2.1MM

Technology – Data – Transformation
4
Our Approach
Statistical Analysis




Time Series Analysis
Cluster Analysis
Discriminant Analysis

Data Collection:




Employee HR Data
Employee Finance Data
Employee Demographics

Model Data File

Predictive Analysis




Scoring
KPI trees
Segmentation of Customers

ANALYTICS

Interviews

Recalibration



Analytics Management System
 Monitoring
 Trending
 Forecasting
 Predicting

Technology – Data – Transformation
5
Closed Loop Approach To Predictive models
Create Model Data File

Data

Predictive Model
Customer Profile
Predictive
Algorithm
Analytics
Customer Score

ANALYTICS

Customer Profiles
Billing Data
Finance Data
Survey Data

Predictive
Analytics

Calculate ROI

Collaborative
Analytics
Trend Analysis
What if prediction
Forecasting
KPI Tracking

Action
What action to
take with each
employee group

Define KPI-Based Models

Technology – Data – Transformation
6
Expertise – Know-how – Experience
Access to Best Practices and Research
Professor Murat Kristal





•
•
•
•
•
•

Regression
Time series analysis
Hazard/Survival models
Panel data analysis
Logistic regression
Multivariate methods (i.e. cluster, discriminant, factor analyses)

Technology – Data – Transformation
7

ANALYTICS





Program Director, Master of Science in Business Analytics, Schulich Business
School at York University
Associate Professor at Schulich School of Business at York University
Managing consultant for TDT Business Solutions
Co-author of “Handbook of Metrics for Research in Operations
Management: Multi-item Measurement Scales and Objective Items”
PhD from Kenan-Flagler Business School, UNC @ Chapel Hill in Operations
Management
Extensive experience in statistical analysis
Profile: Michael Foliot
Expertise – Know-how - Experience


Founder of TDT in 2002





CEO of Air Charter Company from 2000 to 2002
Executive (SVP) at Galileo International from 1993 to 2000 based in US
Executive at American Express from 1979 to 1993 with 6 years as
country MD in Asia
•
•
•
•
•
•




Predictive and Business Analytics 2008 to Present
BPO and IT services 2004 – 2008
Consulting Services 2002 -2004

VP & GM Travel Management Services Canada 1990-1993
Regional VP & GM Korea Philippines and Indonesia 1989-1990
VP & GM Korea 1986-1989
VP & GM Indonesia 1985-1986
Director Operations and QA Singapore 1984-1985
Director Performance Engineering Canada 1979-1984

Graduate of Royal Canadian Mounted Police
LinkedIn Profile: http://ca.linkedin.com/in/michaelfoliot
Technology – Data – Transformation
8

ANALYTICS

•
•
•
Contact Us
Michael Foliot

ANALYTICS

President & CEO - TDT Analytics
Email: mfoliot@tdtanalytics.com
Office: 416-900-0360 ext 10
Toll Free: 855-838-8080 ext 10

Ron McCartney

VP Operations & Infrastructure
Office: 416-900-0360 ext 11
Toll Free: 855-838-8080 ext 11

Technology – Data – Transformation
9

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Tdt overview 20130916 ver 2.0

  • 1. Creating a Competitive Advantage Predictive Analytics “ The Next Wave”  Actionable Information  Key Performance Indicators  Data Visualization  ANALYTICS ANALYTICS Insights Nurturing the Right Customers Technology – Data – Transformation 1
  • 2. TDT’s Areas of Expertise Customer / Employee Retention Churn Analytics Sales Optimization Six Sigma Predictive Analytics Revenue & Margin Optimization Customer Cross Sell/Upsell     ANALYTICS Embedding Outcomes in Analytical Management System Collaboration Near real time review of KPIs Fact based decisions Actionable KPIs Technology – Data – Transformation 2
  • 3. TDT’s Value Proposition Our Value to You Our Strengths & Capabilities Solid academic foundation in management theory and statistical methodologies … applied in a practical and actionable manner.  Consultative approach to identify, analyze and understand your business and solve your unique business problems, versus selling a suite of products.   Deep programming experience and capabilities to develop and implement customized business solutions. Extensive multi-industry business experience, statistical analysis expertise, and proprietary predictive analytics tools and approaches.  TDT provides customized solutions to address Your business issues or opportunities, unlike companies who use a cookie-cutter approach for all its clients.  TDT develops a conceptual model and solutions specific to your business model and processes through extensive consultation with your own experts and managers and our experts and advisors.  TDT can integrate its solutions with your business intelligence tools, implement its own proprietary BI tools, or create customized web-based BI tools.  TDT’s solutions are empirically validated versus rules based, so predictive models are regularly updated to reflect the most current data. ANALYTICS  Technology – Data – Transformation 3
  • 4. TDT Previous Projects  The Challenge    The Results  200% ROI achieved. $2.5MM ANALYTICS  Payment Processor experiencing significant customer churn Needed to identify customers propensity to quit and allow for intervention before they churn The Challenge Medical Lab company needing to increase share of uninsured products to their revenue mix .  Need to identify which tests to promote to specific physicians The Results  Increased Revenue Opportunity of $1.9MM    The Challenge    Services company wishing to reduce churn and optimize revenue Needed to identify customers propensity to quit and allow for intervention . Revenue optimization by minimizing risk of churn and maximizing revenue The Results  Increased Revenue Opportunity of £2.1MM Technology – Data – Transformation 4
  • 5. Our Approach Statistical Analysis    Time Series Analysis Cluster Analysis Discriminant Analysis Data Collection:    Employee HR Data Employee Finance Data Employee Demographics Model Data File Predictive Analysis    Scoring KPI trees Segmentation of Customers ANALYTICS Interviews Recalibration  Analytics Management System  Monitoring  Trending  Forecasting  Predicting Technology – Data – Transformation 5
  • 6. Closed Loop Approach To Predictive models Create Model Data File Data Predictive Model Customer Profile Predictive Algorithm Analytics Customer Score ANALYTICS Customer Profiles Billing Data Finance Data Survey Data Predictive Analytics Calculate ROI Collaborative Analytics Trend Analysis What if prediction Forecasting KPI Tracking Action What action to take with each employee group Define KPI-Based Models Technology – Data – Transformation 6
  • 7. Expertise – Know-how – Experience Access to Best Practices and Research Professor Murat Kristal    • • • • • • Regression Time series analysis Hazard/Survival models Panel data analysis Logistic regression Multivariate methods (i.e. cluster, discriminant, factor analyses) Technology – Data – Transformation 7 ANALYTICS    Program Director, Master of Science in Business Analytics, Schulich Business School at York University Associate Professor at Schulich School of Business at York University Managing consultant for TDT Business Solutions Co-author of “Handbook of Metrics for Research in Operations Management: Multi-item Measurement Scales and Objective Items” PhD from Kenan-Flagler Business School, UNC @ Chapel Hill in Operations Management Extensive experience in statistical analysis
  • 8. Profile: Michael Foliot Expertise – Know-how - Experience  Founder of TDT in 2002    CEO of Air Charter Company from 2000 to 2002 Executive (SVP) at Galileo International from 1993 to 2000 based in US Executive at American Express from 1979 to 1993 with 6 years as country MD in Asia • • • • • •   Predictive and Business Analytics 2008 to Present BPO and IT services 2004 – 2008 Consulting Services 2002 -2004 VP & GM Travel Management Services Canada 1990-1993 Regional VP & GM Korea Philippines and Indonesia 1989-1990 VP & GM Korea 1986-1989 VP & GM Indonesia 1985-1986 Director Operations and QA Singapore 1984-1985 Director Performance Engineering Canada 1979-1984 Graduate of Royal Canadian Mounted Police LinkedIn Profile: http://ca.linkedin.com/in/michaelfoliot Technology – Data – Transformation 8 ANALYTICS • • •
  • 9. Contact Us Michael Foliot ANALYTICS President & CEO - TDT Analytics Email: mfoliot@tdtanalytics.com Office: 416-900-0360 ext 10 Toll Free: 855-838-8080 ext 10 Ron McCartney VP Operations & Infrastructure Office: 416-900-0360 ext 11 Toll Free: 855-838-8080 ext 11 Technology – Data – Transformation 9