EPE Innovations

NNOVATIONS

Let us be your partner in

Business Intelligence and Data Analytics

For MORE information or to set up your DEMO:

EPE INNOVATIONS 14800 QUORUM DR • DALLAS TX Tel. +1 (972) 661 – 1414 www.epeinnovations.com

OUR SERVICES EPE Accelerators for Qlik EPE Accelerators for MicroStrategy Business Intelligence and Data Analytics Custom C#/.NET Software Applications Customized D3.js Visualizations Custom Qlik/Tableau/Power BI Extensions Post-Deployment Integration Testing

OUR PRODUCTS Qlik Live Extension for Google Analytics Qlik Live Extension for R Integration Qlik Chart Extensions Qlik Map Extensions Qlik Source Control, Build, and Deployment Application Integrated Insights Application

QLIKVIEW/MICROSTRATEGY ACCELERATORS EPE Accelerators Program is adapted to facilitate Enterprise-level BI visualization development, which requires inter-business and inter-departmental collaboration, source control, code review, multi-branch development environments, and agile software development methodology. Small and mid-size companies certainly also beneďŹ t from having a robust and proven development process, methodology, and environment.

Platform Analysis & BI Server Setup

BI Server / Platform Deployment

Configuration Files

Platform Templates Integrated Security Layer

BI Content Specification

Data Content Prototype

UI/UX Standards

BI Visualization Prototype

BI Application Specification

Industry-Specific Data Model (Dimensions, Measures, Expressions)

Visualization Template TFS/Git Requirement Work Items

BI Visualization Development

Standardized Development Methodology TFS/Git Source Control Platform-Integrated Build

BI Visualization Testing

Across-Environment Deployment Post-Deployment Integration Test

BI Visualization Deployment

BUSINESS INTELLIGENCE Every business and every industry is facing the same decade-long trend: an increasing volume of both structured and unstructured data from an increasing number of sources. New business processes and new business models are created at rapid paces, driven by Insights derived from this data. Netflix, Amazon, and Uber are obvious examples. Social media, the Internet of Things (IoT), and digital processes generate new mountains of data, in addition to the already growing pile of data collected by businesses as they are moving more and more of their business processes into the Digital Age. How can companies extract insights and benefit from the growing amounts of data? How can companies create a data-centric and evidence-based business culture? How can companies manage data analytics and business intelligence initiatives to profit from this growing trend? How can companies provide line-of-business managers with actionable insights through guided analysis and reporting?

Most enterprises have a diverse and varying set of analytical and BI needs, based on the depth, subject, volume and structure of the data used, business processes, and the types of BI users.

At EPE, business intelligence is our core competence.

DATA ANALYTICS Given the broad field that is Business Intelligence, there are a large variety of data analytics types: Reporting & Alerts

Most common use of BI. Includes: simple or production-ready reports, parameter-driven reports, drill-down reports or alerts. Alerts signal monitoring events or data values, sent via email or messaging app.

Dashboards

Single-page visualizations which combine data charts, tables or grids, and advanced JavaScript charts or animations. Allows drill down and drill cross. Data updated on regular schedule, on demand via users, or triggered by data update.

OLAP Analysis

Ad-hoc analysis, but queried from a multi-dimensional (OLAP) cube. Users can drill down a dimensional hierarchy or drill-across multiple dimensions (pivot), or both.

Predictive Analytics

A type of advanced analytics. Commonly employed by data scientists to create predictive models or forecasts. These models can be used in visualizations or data discovery.

Sometimes referred to as data mining or machine learning. Proper usage will help business leaders gain insights into trends and subtle business patterns, optimize decision making, and assess risks.

Performance Management

Measures business in key areas (or KPIs) at regular intervals to identify trends and detect problems.

Data Discovery

A type of ad-hoc analysis to create a mashup of data visualizations and dashboards to present

PM is typically a management tool, leveraging BI to manage and improve business processes. data. Recent excitement in this BI style comes from innovative tools such as Tableau and Qlik Sense, which incorporate a self-service graphical UI to ease the data selection and BI mashup.

Data Visualization

Inclusive of dashboards. Visual communication of data via charts, plots, tables, and statistical models to communicate information effectively to information consumers.

Big Data Analytics

This is BI for large sets of data, both structured and unstructured. Current relational databases and BI applications deal well with structured data, no matter the size. However, alternatives to current relational databases and BI tools are often needed to analyze textual data from social media content, email texts, phone records, sensor data collected from the Internet of Things (IoT) etc.

Mobile BI

BI consumed through mobile devices, such as smartphones or tablets.

Cloud BI

The migration of BI back-ends from enterprise-managed servers to the cloud. The options vary from storing data in the cloud to Software as a Service (SaaS) to entire BI Platform as a Service (PaaS).

Advantages: reduced data center and IT costs, faster deployment times, and increased flexibility.

REGARDLESS OF YOUR ENTERPRISE’S DIVERSE NEEDS, LET EPEi BE YOUR SOLUTION.

CHARTS & MAPS

EXTENSIONS

At our core, EPE is a technology consulting company with expertise in C#/.NET, Java/JavaScript, Web APIs, and Microsoft Technology Stack, as evidenced by the number and diverse set of Qlik, MicroStrategy, Tableau and Power BI extensions we have created for our clients.

Below are representative samples of our extensions:

QLIK\TABLEAU\POWER BI REUSABLE EXTENSIONS INEGRATED WITH

D3.JS

LIBRARY

SOURCE: https://github.com/mbostock/d3/wiki/Gallery

QLIK\TABLEAU\POWER BI REUSABLE EXTENSIONS INEGRATED WITH

HIGHCHARTS

LIBRARY SOURCE: http://www.highcharts.com

GLOBAL BUBBLE MAP EXTENSION Fully customizable Global geo map integration with no external API needed.

COUNTRY BUBBLE MAP EXTENSION Out-of-the-box country specific drill down cabability with no additional GIS support / boundary files dependancy

CUSTOM OVERLAY MAP • Easy to deploy and develop objects • Minimum backend data structure requirements • No third party geospacial API means low cost to own • Mobile / touch device compatibility * Powered by HighMaps, our JS library partner

SAMPLE CLIENT

DASHBOARDS

BASIC SANKEY DIAGRAM This visualization is a basic Sankey diagram with five dimensions and the ability to select measures and filter measures by positive, negative, net and sum of positive and absolute value of the negative amounts.

NETWORK DIAGRAM This tab in the International visual allows the user to diagram the relationship between two selected entities and the entities they are invested in.

If selected entities have invested in the same entity the network diagrams will connect on that entity. When reviewing the diagram, the user can hover over any entity and view the country of residence, entity type (investor or flow through) and the amount for a measure.

K1 CORRELATIONS This visualization calculates and represents the correlations between K1 Income and Expense items (Quadrant 1/3), within K1 Income items (Quadrant 2) and within K1 Expense items (Quadrant 4). The K1 Line item amounts should be aggregated based on one of the selections of three dimensions - Entity, Investor, or AssetPool. Further data can be filtered on a specific group of Entities, Investors, or AssetPool.

PARENT TO SUBSIDIARY NETWORK DIAGRAM The user can select the company from a list of companies based on other filters selected on other tabs. Information shown is location of the parents/subsidiaries, impact of credit dues to overpayments and tax estimates and subsidiary ownership information.

PORTFOLIO WASH SALES ANALYSIS This use case allows a user to highlight wash sale adjustments prompted by the acquisition of positions (or the acquisition of a contracts to acquire positions) at the beginning or ending of the 61 day window comprised of the 30 days before and the 30 days following the sale date of the loss lots.

For MORE information or to set up your DEMO:

EPE INNOVATIONS 14800 QUORUM DR • DALLAS TX Tel. +1 (972) 661 – 1414 www.epeinnovations.com