Using Business Intelligence to Drive Business Performance and

Using Business Intelligence to Drive Business Performance and Productivity

Your Mid-Market Clients Problems • They have data everywhere, in multiple systems - See Appendix I • The reporting out of their software is often poor • They are using Excel for reporting and are tangled up in multiple versions of the truth, from various information sources • Cookie cutter solutions don’t work at this level. See why - Appendix II • They don’t employ data science, engineer, or analyst capability

Take Your Clients’ Businesses to a New Level Use business intelligence to help clients find focus on the areas that really matter üProvide focus to open up advisory opportunities with clients üIncrease revenue per client üMove beyond the “cookie cutter” solutions and stand out from the rest üBecome a industry leader with tailored BI solutions. üJump start your journey today

Provide Clients With a Better Solution Imagine your clients starting the day with their teams having absolute clarity on where to focus their time and energy with… üAutomated dashboards, all in one place üFocus on improving the numbers, not finding them üFaster, better decisions üImproved clarity and accountability üHighly engaged teams üSpot opportunities to grow sales üImproved customer experience üOptimise operations and release cash “Focus on shifting the needle every day”

BI Projects That We Are Doing in the Mid-Market 1. 2. 3. 4. 5. 6. 7. Retail and finance - $20 to $30 m revenues Transport business - $5 -$10 m revenues FMCG distributor - $10 to $15 m revenues Import/distributor of building products - $5 m to $10 m revenues FMCG Distributor - $10 to $15 m revenues, two companies Transport business - $5 m+ revenues Shopfitting business - $20 m+ revenues We connect provide hourly or daily reporting over an average of 4 different systems

The Challenges for CA Firms in the Mid-Market • Some have enterprise level data services but unaffordable for the mid-market. • Some view “lite” BI such as Futrli, Spotlight etc as “real” BI • Some have become frustrated with Power BI’s “out of the box” connecters which are very limited e. g. Xero, QBO. No connecters for some software e. g. Cin 7, Workflow. Max, MYOB Advanced, Accredo etc. • Don’t have a team of data scientists, engineers, and analysts to do BI

Appendix I - Software Used in the Mid-Market Xero with Add-ons is moving into the midmarket Reporting out these systems is limited Businesses are using spread sheets because these systems can’t cope

Some Apps Used by the Mid-Market What if you want to see all of your data in once place and share data with clients and suppliers?

Appendix II – “Lite BI” Challenges of software we have used and reviewed Mid market business want to see data how they want it – not “Cookie Cutter” Mostly are financially focused on P & L and B S historical performance Some have three way forecasting capability that is a challenge to use Limited integrations for non financial data other than loading CSV files and other accounting software • Most can’t drill down deep to transactional data • Focused more on monthly reporting of key KPIs versus hourly, daily, and weekly • Inflexibility to make changes to reporting • Online real time access for clients. Some you send PDF reports to clients • Set up time for mapping of account codes can be time consuming • • 21/02/2021 9

Warwick Russell CEO Smetric Insights Email: warwick@smetric. co. nz Phone: +64 9 522 4938 Mobile: +64 21 951 076 www. smetricinsights. com Auckland | Melbourne