Case studies of successful implementations of dashboards outside the traditional use of executive summary.

1. DASHBOARDS—BEYOND THE BOARDROOM Matt Hawkins Solution Architect – Kingfisher Inc. David Hudgins Mgr, Global Sales Operation - Recall

2. Agenda Overview & Objectives Dashboard use cases and best practices Explore 3 Case Studies for Dashboard applications Functional External Facing Operational

3. Objectives Best-practice advice on making analytics compelling enough to drive decisions Real-world examples that will trigger your own business-optimization initiatives An understanding of when dashboards make sense for your users and when they don’t Advice on what it takes to develop intuitive dashboards that require no training Tips on managing and transforming data—of any size, from any source—into trusted, comprehensive, and visually compelling analytics

4. Dashboards for Every Role Low-Touch Information Consumers Strategic Operational Executive Tactical LOB Management Consumers can be Internal OR External Analysts High-Touch Information Experts

5. Different Users Have Different Needs

6. 6 Case Study Business Services Industry

7. Company Info Has its headquarters in Australia and operates in 45 countries around the world. Its two businesses are: Issues, collects, repairs and reissues about 300 million pallets and containers to assist manufacturers, distributors and retailers to transport their products safely and efficiently. Manages the secure storage, retrieval and destruction of physical and digital information for nearly 80,000 customers worldwide.

8. Who We Are Document Management Solutions Secure Destruction Services Data Protection Services Lifecycle Information Management Solutions

9. Operating in More Than 20 Countries Operating in 138 markets, approaching 80,000 customers, 4,500 employees & 300 locations worldwide.

10. Recall’s Global Needs Centralized and Automated Reporting Functionality Provide information-rich dashboards, enabling fast, flexible decision making. Empower knowledge workers with greater information insights with less resources needed to pull reports Provide flexible ad hoc reporting, robust query and analysis capabilities.

11. Pre-existing Pain Points / Gaps Legacy reporting solution lacked the ability to provide concise / consolidated sales reporting, users spent hours on manual input of data and integration of separate reports. This resulted in: Human Errors in Reports Bottleneck in reporting capability due to resource constraints on Sales Operations team Delayed reporting Approximately 9,625 hours spent per year consolidating non-standardized reports across Recall NA est. $358Kloss per year

12. Solution Platform Recall implemented SAP Business Objects XI 3.0 during 2008. This platform serves as a data repository for the following functional areas within Recall SAAS CRM application (NetSuite CRM) and Peoplesoft: Sales / Sales Management Finance / Audit Commissions / ISV Contracts

13. Real World Example

14. Customer Risk Assessment Dashboard 14

15. Implemented Solution Implemented Solution – Final Cost: $79K Total Estimated Savings (1/2 of current est. hours wasted): $179K Projected Value: $100K p/year 2008-2010 Actual Saving to Date: $326K 15

16. Case StudyHealthcare Industry Fortune 100 Pharmacy Benefit Management (PBM) Industry: Healthcare, wholesale distribution

17. Issue Addressed Healthcare industry is data rich, but in many cases, information poor

18. Key Challenges Identify cost-saving opportunities for clients Facilitate value improvement opportunities Demonstrate innovation, desire for customer satisfaction Create competitive differentiation Extract value from massive amounts of data Provide fast, performance-enabling analysis ?

19. Market Pressures Challenges for Plan Sponsors: Reduce healthcare costs Improve health outcomes Every second, $5,169 Is wasted on inefficient pharmacy benefit spending SOURCE: The Wall Street Journal

20. PBM Case Study Beyond Scorecard View of KPIs Enables External customers direct access to their data Interactive modeling tool Savings Estimation Distribution Channel mix Drug Allocations Predictive Analytics

21. Macro environment Variables Benchmarking industry trends: Clients can monitor their plan performance against key statistics through instant snapshots Benchmark peer groups that clients can use to compare with their plan data. Identify macro trends Pharmaceutical Research: Drugs.com

22. Features Savings opportunity by delivery channel Generic vs. Brand Top Drugs Benchmarks Savings Calculator PROTOTYPE

23. Summary of Solution “Game-changing BI solution enables transparency in monitoring, analyzing, reporting and decision-making” “…Increases the intelligence that clients have at their fingertips, through a robust toolset that transforms an extensive array of complex data into actionable business insights”

24. SpotlightService Industry Service Corporation International (SCI) North America’s most trusted provider of end-of-life arrangements and services. Based in Houston, Texas More than 1,500 Funeral Homes 400 Cemeteries. NYSE symbol “SCI.”

25. Project Goals Standardization and growth of business metrics Increase visibility of business drivers throughout the organization Discover trends previously hidden in detailed reporting Optimize the flow of information

26. Features Robust and mature deployment of BI Ability to support thousands of users Deep drill down capability Leverages and extends none dashboard BI Integration with 3rd party technologies

27. Success Factors Modular iterative approach Extensive requirements / design phase(s) Rapid turnaround of data elements from Data Warehouse Team Flexible to address evolving requirements Design issues discovered & resolved quickly Roll out new functionality in stages Strong support from Senior Management Requirements driven by the business community Strong partnership and collaboration throughout the organization

29. Rich tiered dashboard across multiple business segments

30. 150+ metrics from 1,000’s of measures

31. Interactive application for hands-on data analysis95% of metrics delivered in 1st rollout!

32. Takeaways Dashboard applications can add value across the entire organization and beyond. Work with the Business to design functional requirements Leverage BI platform Calculate Quantitative and Qualitative ROI Encourage exceptional User Experience Executive sponsorship is critical

34. Intuitive user interface and navigation

35. Ability to manage and monitor metrics effortlessly

36. Drill down or through for root-cause analysis

38. Flexibility as the needs of an organization change

39. Security to ensure proper user access

40. Scalable for a growing organization

42. BENCHMARKING Teri Bean Director, SAP BusinessObjects Center of Excellence July 28, 2010

44. Over 8,500 participants

45. Over 20 assessments, including

46. Business Intelligence

47. Best Run IT

48. SAP TCO

49. Comparison with industry peers

50. Free of charge

51. Comprehensive Assessment, incl.:

52. KPI Performance & Value Opportunity

53. High-Impact Strategies

54. Supporting Best Practices

55. Enabling SolutionsLearn more at http://benchmarking.sap.com/US

56. Questions?

57. Polling Question “Would you like to learn more about how you can receive a free benchmarking assessment?"

58. Matt Hawkins Solution Architect – Kingfisher Inc Tel: 404.531.4116 Matt.Hawkins@kingfisher.com www.kingfisherinc.com Thank You!