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.
