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What is Business Intelligence?

The essence of data warehousing and business intelligence is providing business people with the data and tools to make effective operational and strategic decisions.

Historically BI systems have been very costly to deploy and maintain.  Microsoft has broken this barrier with a wealth of BI tools based upon the SQL Server platform that are affordable, powerful and easily implemented.

Leverage Your Data

Having data available is useless unless it has business value and can be used to make effective decisions.  OPW will transform existing data into a valuable asset that will provide your associates the ability to rapidly analyze and problem solve. 

As users realize what kind of information is available, they will discover new and exciting ways to sort, filter, group and distribute their data - in ways they never thought possible.

Our database structure, coupled with the power of Insight, provides a business intelligence platform that your Associates can leverage for faster, smarter decision making.  Combine data in new ways to gain greater visibility about your business and portfolios. 

Dashboards and charts provide the ability to see patterns and trends in data.  Insight allows you to interact with the data by filtering and aggregating, a more informative tool than static reports!  Integrity filters can find mistakes quickly.  For example, setup a filter to notify an Operation’s team member when it finds daily price changes exceeding a specified percentage.

Data Mining and Analytics

A consolidated data source provides a wonderful platform for data mining and data analytics.  Perform statistical analysis on your composites, analyze performance results in new ways (see below), define security characteristics like price-to-earnings or market capitalization for creating portfolio characteristic reports.   Compare performance, asset holdings and allocation changes across time or across accounts.  Leverage the power of dynamic groups across your data set to improve portfolio management decisions.

Informed Decisions through Business Intelligence

The primary activity of data analysis is comparison.  Facts are meaningless in isolation, but provide significance when compare to other facts.  These two screen shot demonstrate this idea.  The Allocation History presents an account’s sector allocation across time.  The Allocation Comparison presents the sector allocation at a point in time for a group of accounts.

Insight provides a quick and simple method of changing the view from sector to asset class, security type, industry or even the security level.  You can also show a consolidated allocation history for a group of accounts.