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HAI Business Intelligence & Reporting Solutions

HAI Business Intelligence & Reporting Solutions

A summary of the various reporting and BI solutions Hargrove & Associates Inc has available for our clients.

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Peter Cunningham

August 13, 2015

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  1. OUR PRACTICE Hargrove & Associates, Inc. is the data processing

    vendor for AEM, CECE, OPEI, and AHAM. Since 1989 we have provided secure confidential market data services to competitors in the equipment manufacturing industry. Besides the expected attention to data security and data confidentiality, HAI also limits its services to members. We engage only in data and systems-related services and offer no strategic or market based consulting services in which our access to competitor’s data would represent a conflict of interest.
  2. HAI BUSINESS INTELLIGENCE HAI’s core offering is the collection, management,

    and distribution of data and we have a deep understanding of industry data with years of experience working in this data set. We have a long history working with many AEM member companies, delivering reporting and analysis solutions which provide our clients actionable market insight. We aim to deliver a range of cost-effective solutions geared to match our clients needs, taking into account our clients BI objectives, resources available to manage analysis, and budgeting constraints.
  3. BUSINESS INTELLIGENCE OFFERINGS HANDS-OFF HANDS-ON HAI offers solutions which range

    from a very hands-off approach of basic data delivery to very hands-on and customized data modeling, reporting, and analysis solutions.
  4. BUSINESS INTELLIGENCE OFFERINGS DATA ACCESS VIA EXPORTS Member companies within

    the AEM statistics group have access to all industry data through the HAI website. Exports from our system can feed your internal data models and reporting. POWER PIVOT DATA MODEL HAI will build and deliver a Power Pivot data model which is pre- populated with basic report outputs, includes a basic territory management tool, and refreshes data quickly and easily. MIRS The MIRS solution includes a robust tool for managing territory and product hierarchies, shared access to reporting via Excel in Citrix or SharePoint, and customized ‘canned’ reports in Report Server. CUSTOM DATA MODELING In addition to the MIRS solution, HAI can develop a more rich data modeling solution including inventory analysis, dealer planning tools, and a customized web interface to interact with your data. HANDS-OFF HANDS-ON
  5. BASIC DATA ACCESS As a member of AEM and a

    participant of the statistics program, your organization already has access to your company and industry data going back to the beginning of your participation in this program. You can access this data today through the HAI website (haiint.com) via The Export Gallery or The Report Server. Depending on the product, data is available by geography, customer type, end use, and product size class. Using the AEM data you can write useful market and market share reports after downloading the data from the HAI website. The data exported from the HAI website differs in no way from the data prepared in the other BI solutions discussed later in this document.
  6. POWER PIVOT: WHAT IS IT? Our Power Pivot data modeling

    utilizes Microsoft's new Power Pivot feature available for FREE in Excel 2013. This add-in to Excel allows users to build data models by linking various data sources. Data can then be explored using Excel’s familiar Pivot Table tools. Instantly access updated industry data via web queries taking advantage of Excel’s new Power Query feature. Analyze geospatial data using the new Power Map feature. Use Power Pivot to mash industry data with outside data sources such as your production pipeline, dealer inventory, warranty data, national housing starts, construction spend, or population growth.
  7. POWER PIVOT: WHAT IS IT? As part of the HAI

    Power Pivot Data Model solution, HAI provides a fully functional data model including pre-formatted industry-standard reports, hierarchies to build custom territory assignments and product groupings, table relationships, and time transformation calculations to analyze data in various ways. Analyze data by using Pivot Tables and set up and save formatted standard reports to be refreshed and accessed quickly at a later date. In order to deliver this solution for the lowest possible cost, HAI is minimally involved with the ongoing maintenance of the data model. The maintenance of the Power Pivot Data Model will the responsibility of your users.
  8. POWER PIVOT: COSTS HAI will deliver a tailored Power Pivot

    Data Model based on your organizations needs at our current consulting rate of $150-200/hr. We will provide the initial training needed to learn how to maximize use of your Power Pivot data models. Any special report output requests, additional data source mappings, etc. will also be charged at our consulting rate. Estimated total costs to develop and deliver this solution are between $500 and $1,000 (dependent upon the complexity of the solution). There are no on-going monthly or maintenance costs associated with this solution.
  9. MIRS: WHAT IS IT? As a MIRS (Market Information and

    Reporting System) customer, HAI will develop for your organization a custom data model allowing you to develop, access, update, and deliver reporting and analysis with little effort on your part. Replicate, view and share reporting via Excel through Citrix or through SharePoint as well as Reporting Services, allowing your organization to easily share key reports and outputs with members of your sales, network, marketing, and operations teams. Overlay dealer territories to analyze dealer and territory performance and dealer development opportunities. Power Pivot report sample outputs can be mirrored and replicated using the MIRS service.
  10. MIRS: WHAT IS IT? Access historical industry, company data, and

    market share by end use, customer type, product size, activity, and geography. Cubes can be secured to meet your company’s unique data access requirements. Add dimensions for information not collected by AEM such as dealers, customers, serial numbers, hour meter readings, and rental utilization. If necessary, HAI will apply your fiscal calendar to the data model to offer better tools for measuring your unique business KPIs.
  11. MIRS: COSTS The MIRS solution is available starting at $5,000

    for development costs plus $250 per month ongoing costs for service maintenance. Development costs vary depending on the addition of non-standard data needs.  Excel in Citrix is available for a $250 setup cost plus $31.25 per user per month.  SharePoint is available for a $500 setup cost plus $15 per user per month.  SQL Server Reporting Services can be made available for a $187 setup cost plus $15.60 per user per month. Additional reporting requirements can be accommodated and will be charged at the current consulting rate of $150-200/hr.
  12. CUSTOM MODELING Incorporating additional sources of data from within your

    organization, HAI will develop advanced modeling solutions to: • Allow for inventory analysis and production planning. • Create dealer planning solutions to manage dealer progress against targets, marketing and sales action objectives, target customers and customer types, and fixed operations planning. • Develop engaging dealer programs and incentives and track performance against objectives over time. • Share reporting and analysis via a custom-designed and branded website.
  13. SUMMARY At Hargrove & Associates, Inc., we believe that intelligent

    use of industry data allows for improved insight into your organization, market, competitors, sales, and customers. Through the use of this data companies can optimize their performance, strategies, and resources to improve productivity, efficiency, and profitability. It is our mission to enable our clients to make the best use of this data in a method which suits their resources, needs, ability, and cost constraints. We believe that we have a business intelligence solution which will help your organization accomplish more.
  14. CONTACT Hargrove & Associates, Inc. 100 North 6th Street, Suite

    306B Minneapolis, MN 55403 www.haiint.com (612) 436-5500 Peter Cunningham Business Intelligence Specialist [email protected] (612) 436-5517