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Step Up Business Intelligence:
Visual Data Discovery and Prediction
Speakers
Brandon Kane, Vice President Research & Development, Angoss

             Brandon is responsible for software development of Angoss’ suite of desktop,
             client-server and in-database predictive analytics software products. His
             experience in software development spans more than 10 years.

             Prior to joining Angoss in 2009, he held successive software development
             management roles at Workbrain Inc. and NexJ Systems. Brandon holds a
             Bachelor of Arts degree from the Royal Military College of Canada.


Shan Rasul, Senior Product Manager, Angoss

             Shan is responsible for product management at Angoss. His experience with
             data mining and predictive analytics spans more than 10 years in the
             financial services, retail, travel and loyalty rewards industries.

             He has led the development of Enterprise Data Warehouses, Business
             Intelligence, Campaign Management and CRM solutions. Shan holds an
             MBA with a speciality in Management Information Systems from Wright
             State University in Dayton, Ohio.
Agenda
 Part 1 – Typical Analytical Process
 Part 2 – How to Bridge the Analytics Gap
 Part 3 – Analytics Use Cases
 Part 4 – Demonstration
 Part 5 – Q&A




Angoss Software Corporation. All rights reserved.
Typical Analytical Process




Angoss Software Corporation. All rights reserved.
Analytical Process
                                                                                    Executive



                                                    Knowledge Worker



                                                                       We need to increase
                                                                        sales for the next
                                                                            quarter!




Angoss Software Corporation. All rights reserved.
Analytical Process
                                                                       Executive


                Can you provide me
                with a list customers               Knowledge Worker
                  likely to make a
                     purchase?




                                                       Data Analyst


Angoss Software Corporation. All rights reserved.
Analytical Process
                                                                                             Executive



                                                    Knowledge Worker




        Database
      Administrator



                                                                       Can I get access to the
                                                                       customer & transaction
                                                                             database?



                                                       Data Analyst


Angoss Software Corporation. All rights reserved.
Analytical Process
                                                                       Executive



                                                    Knowledge Worker




        Database
      Administrator


               I created a response
                model and used the
               results to create a list
               of customers with the
                highest likelihood to
                 make a purchase.
                                                       Data Analyst


Angoss Software Corporation. All rights reserved.
Analytical Process
                                                                                                   Executive
                                                                Can you add purchases for
                                                                      this month?

    Can you give me a new list
                                                     Knowledge Worker
      of customers likely to
      purchase by channel?
                                                                                            Can we also include
                                                                                            online purchases ?


                             How about looking at                                       What about adding
                             purchases by region ?                                      demographic data?

        Database
      Administrator




                                                        Data Analyst


Angoss Software Corporation. All rights reserved.
Analytical Process
                                                                                          Executive


                      Wish I could
                    analyze the data                Knowledge Worker
                        myself...




                                                                       I wish they could be
        Database                                                             more self
      Administrator                                                         sufficient....




                                                       Data Analyst


Angoss Software Corporation. All rights reserved.
How to Bridge the Analytics Gap




Angoss Software Corporation. All rights reserved.
40%               projected growth in
                     global data generated
                     per year vs.
                                      5%          growth in global
                                                  IT spending



                          140,000-190,000
                          more deep analytical talent positions, and


                                                            1.5 million
                                                             more data-savvy managers
                                                             needed to take full advantage
                                                             of big data in the United States



Big Data: The Next Frontier for Innovation, Competition and Productivity
McKinsey Global Institute, May 2011
Advanced Analytics Profile

 Led by quantitative analysts, statisticians
 Specialist knowledge:
        – Statistical algorithms
        – Programming languages
        – Complex software technologies
 Expensive resources and tools




Angoss Software Corporation. All rights reserved.
Growing Demand on Data Scientists
 Demand 50-60% > greater than supply




Limited ability to respond to growing requests

Angoss Software Corporation. All rights reserved.
Business User Profile
                                                            ?

 Marketers, managers and business                      ?
  intelligence (BI) users                           ?           ?

 Responsible for data analysis, discovery,
  reporting                                             ?       ?
 Commonly use Excel, database or BI tools
 Value speed to decision making




Angoss Software Corporation. All rights reserved.
Business User Profile
                                                                    ?
 Lack data mining, predictive analytics                    ?
  knowledge                                                             ??
                                                        ?       ?
 Limited programming skills                        ?
                                                        ?   ?           ?
 Constrained budgets for tools, training




Angoss Software Corporation. All rights reserved.
The Analytics Gap


                          Business                                           Advanced
                          User                                               Analytics

                          - Strategy
                          - BI reporting
                                                             ?             - Data Mining
                                                                        - Data Modeling
                          - Dashboards                                       - Predictive
                          - Macros                                              Analytics
                          - Scripting                                    - Programming



                                                    How to bridge the gap?


Angoss Software Corporation. All rights reserved.
Business User’s Wish List

 Data visualization
 Familiar, intuitive user interface
 Easy to use
 Complements BI, reporting tools
 Affordable
 Quick to produce results
 Simplifies complex analytics



Angoss Software Corporation. All rights reserved.
KnowledgeEXCELERATOR™




Angoss Software Corporation. All rights reserved.
KnowledgeEXCELERATOR
Discover




Angoss Software Corporation. All rights reserved.
KnowledgeEXCELERATOR
Predict




Angoss Software Corporation. All rights reserved.
KnowledgeEXCELERATOR
Visualize




Angoss Software Corporation. All rights reserved.
Collaborative Analytical Process
                                                                       Executive



                                                    Knowledge Worker
                 Can I get access to
                   the customer &
               transaction database?




        Database
      Administrator




                                                       Data Analyst


Angoss Software Corporation. All rights reserved.
Collaborative Analytical Process
                                                                       Executive



                                                    Knowledge Worker




  Customer
    and
Transactions
 Database




                                                       Data Analyst


Angoss Software Corporation. All rights reserved.
Collaborative Analytical Process
                                                                       Executive

        Please review reports I created
          for customer segmentation.
        There are charts that show key              Knowledge Worker
               purchase drivers .




  Customer
    and
Transactions
 Database




                                                       Data Analyst


Angoss Software Corporation. All rights reserved.
Collaborative Analytical Process
                                                                                  Executive



                                                    Knowledge Worker




  Customer
    and
Transactions
 Database
                                                                       Based on the reports Sue
                                                                        sent me, I sent you the
                                                                          results of the new
                                                                           response model.


                                                       Data Analyst


Angoss Software Corporation. All rights reserved.
Analytical Use Cases




Angoss Software Corporation. All rights reserved.
Use Case # 1: Customer Profiling
                                  Banking Industry – Credit Card Division
                                 Determine target market for a new credit card product promotion to offer
                                 existing customers an upgrade


                                  Marketing Manager > KnowledgeEXCELERATOR
                                 Data: Customer demographic, channel preference, past spend and payment
                                 behaviour
                                 Strategy: Profile customers, decide on the target audience. Align the profile
                                 with channel, budget and offers.


                                  Data Analyst > KnowledgeSTUDIO
                                 Outcome: Uses the Marketing Manager’s customer profiles to select the target
                                 audience and create the marketing campaign treatment.




Angoss Software Corporation. All rights reserved.
Use Case # 2: Response Predictors

                                  Retail Industry – Toy Store
                                  Increase regional sales for upcoming quarter



                                  Regional Director > KnowledgeEXCELERATOR
                                 Data: Past marketing campaign response rates, transaction information by
                                 region
                                 Strategy: Develop strategies based on region and best predictors of response



                                  Data Analyst > KnowledgeSTUDIO
                                 Outcome: Uses the information provided by the Regional Director to create a
                                 response model for each region




Angoss Software Corporation. All rights reserved.
Use Case # 3: Customer Churn

                                  Insurance Industry – Personal Health Insurance
                                  Increase customer retention by implementing a win-back strategy




                                 Customer Experience Manager > KnowledgeEXCELERATOR
                                 Data: Marketing, product and revenue information at customer level
                                 Strategy: Develop strategies based on best predictors of churn



                                  Data Analyst > KnowledgeSTUDIO
                                 Outcome: Uses the information provided by the Customer Experience
                                 Manager to create a churn model




Angoss Software Corporation. All rights reserved.
KnowledgeEXCELERATOR
                         Demonstration




Angoss Software Corporation. All rights reserved.
Questions & Answers




Angoss Software Corporation. All rights reserved.
Thank You
Angoss Software Corporation



www.angoss.com

Angoss Software Corporation. All rights reserved.

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Step Up Business Intelligence

  • 1. Step Up Business Intelligence: Visual Data Discovery and Prediction
  • 2. Speakers Brandon Kane, Vice President Research & Development, Angoss Brandon is responsible for software development of Angoss’ suite of desktop, client-server and in-database predictive analytics software products. His experience in software development spans more than 10 years. Prior to joining Angoss in 2009, he held successive software development management roles at Workbrain Inc. and NexJ Systems. Brandon holds a Bachelor of Arts degree from the Royal Military College of Canada. Shan Rasul, Senior Product Manager, Angoss Shan is responsible for product management at Angoss. His experience with data mining and predictive analytics spans more than 10 years in the financial services, retail, travel and loyalty rewards industries. He has led the development of Enterprise Data Warehouses, Business Intelligence, Campaign Management and CRM solutions. Shan holds an MBA with a speciality in Management Information Systems from Wright State University in Dayton, Ohio.
  • 3. Agenda Part 1 – Typical Analytical Process Part 2 – How to Bridge the Analytics Gap Part 3 – Analytics Use Cases Part 4 – Demonstration Part 5 – Q&A Angoss Software Corporation. All rights reserved.
  • 4. Typical Analytical Process Angoss Software Corporation. All rights reserved.
  • 5. Analytical Process Executive Knowledge Worker We need to increase sales for the next quarter! Angoss Software Corporation. All rights reserved.
  • 6. Analytical Process Executive Can you provide me with a list customers Knowledge Worker likely to make a purchase? Data Analyst Angoss Software Corporation. All rights reserved.
  • 7. Analytical Process Executive Knowledge Worker Database Administrator Can I get access to the customer & transaction database? Data Analyst Angoss Software Corporation. All rights reserved.
  • 8. Analytical Process Executive Knowledge Worker Database Administrator I created a response model and used the results to create a list of customers with the highest likelihood to make a purchase. Data Analyst Angoss Software Corporation. All rights reserved.
  • 9. Analytical Process Executive Can you add purchases for this month? Can you give me a new list Knowledge Worker of customers likely to purchase by channel? Can we also include online purchases ? How about looking at What about adding purchases by region ? demographic data? Database Administrator Data Analyst Angoss Software Corporation. All rights reserved.
  • 10. Analytical Process Executive Wish I could analyze the data Knowledge Worker myself... I wish they could be Database more self Administrator sufficient.... Data Analyst Angoss Software Corporation. All rights reserved.
  • 11. How to Bridge the Analytics Gap Angoss Software Corporation. All rights reserved.
  • 12. 40% projected growth in global data generated per year vs. 5% growth in global IT spending 140,000-190,000 more deep analytical talent positions, and 1.5 million more data-savvy managers needed to take full advantage of big data in the United States Big Data: The Next Frontier for Innovation, Competition and Productivity McKinsey Global Institute, May 2011
  • 13. Advanced Analytics Profile  Led by quantitative analysts, statisticians  Specialist knowledge: – Statistical algorithms – Programming languages – Complex software technologies  Expensive resources and tools Angoss Software Corporation. All rights reserved.
  • 14. Growing Demand on Data Scientists Demand 50-60% > greater than supply Limited ability to respond to growing requests Angoss Software Corporation. All rights reserved.
  • 15. Business User Profile ?  Marketers, managers and business ? intelligence (BI) users ? ?  Responsible for data analysis, discovery, reporting ? ?  Commonly use Excel, database or BI tools  Value speed to decision making Angoss Software Corporation. All rights reserved.
  • 16. Business User Profile ?  Lack data mining, predictive analytics ? knowledge ?? ? ?  Limited programming skills ? ? ? ?  Constrained budgets for tools, training Angoss Software Corporation. All rights reserved.
  • 17. The Analytics Gap Business Advanced User Analytics - Strategy - BI reporting ? - Data Mining - Data Modeling - Dashboards - Predictive - Macros Analytics - Scripting - Programming How to bridge the gap? Angoss Software Corporation. All rights reserved.
  • 18. Business User’s Wish List  Data visualization  Familiar, intuitive user interface  Easy to use  Complements BI, reporting tools  Affordable  Quick to produce results  Simplifies complex analytics Angoss Software Corporation. All rights reserved.
  • 23. Collaborative Analytical Process Executive Knowledge Worker Can I get access to the customer & transaction database? Database Administrator Data Analyst Angoss Software Corporation. All rights reserved.
  • 24. Collaborative Analytical Process Executive Knowledge Worker Customer and Transactions Database Data Analyst Angoss Software Corporation. All rights reserved.
  • 25. Collaborative Analytical Process Executive Please review reports I created for customer segmentation. There are charts that show key Knowledge Worker purchase drivers . Customer and Transactions Database Data Analyst Angoss Software Corporation. All rights reserved.
  • 26. Collaborative Analytical Process Executive Knowledge Worker Customer and Transactions Database Based on the reports Sue sent me, I sent you the results of the new response model. Data Analyst Angoss Software Corporation. All rights reserved.
  • 27. Analytical Use Cases Angoss Software Corporation. All rights reserved.
  • 28. Use Case # 1: Customer Profiling Banking Industry – Credit Card Division Determine target market for a new credit card product promotion to offer existing customers an upgrade Marketing Manager > KnowledgeEXCELERATOR Data: Customer demographic, channel preference, past spend and payment behaviour Strategy: Profile customers, decide on the target audience. Align the profile with channel, budget and offers. Data Analyst > KnowledgeSTUDIO Outcome: Uses the Marketing Manager’s customer profiles to select the target audience and create the marketing campaign treatment. Angoss Software Corporation. All rights reserved.
  • 29. Use Case # 2: Response Predictors Retail Industry – Toy Store Increase regional sales for upcoming quarter Regional Director > KnowledgeEXCELERATOR Data: Past marketing campaign response rates, transaction information by region Strategy: Develop strategies based on region and best predictors of response Data Analyst > KnowledgeSTUDIO Outcome: Uses the information provided by the Regional Director to create a response model for each region Angoss Software Corporation. All rights reserved.
  • 30. Use Case # 3: Customer Churn Insurance Industry – Personal Health Insurance Increase customer retention by implementing a win-back strategy Customer Experience Manager > KnowledgeEXCELERATOR Data: Marketing, product and revenue information at customer level Strategy: Develop strategies based on best predictors of churn Data Analyst > KnowledgeSTUDIO Outcome: Uses the information provided by the Customer Experience Manager to create a churn model Angoss Software Corporation. All rights reserved.
  • 31. KnowledgeEXCELERATOR Demonstration Angoss Software Corporation. All rights reserved.
  • 32. Questions & Answers Angoss Software Corporation. All rights reserved.
  • 33. Thank You Angoss Software Corporation www.angoss.com Angoss Software Corporation. All rights reserved.