Kubva kuExcel kuenda kuQlik Sense: Rwendo Rwedu rwekuongorora muindasitiri yeInishuwarenzi

by Aug 19, 2020Qlik0 mashoko

Mune ino yakakosha muenzi blog posvo, Chirag Shukla, muCITO muindasitiri yeinishuwarenzi, Achave mutungamiri wedu kune ese ezviitiko, zvitsva, uye zviitiko zvakakosha zvakasangana nekambani yake parwendo rwema analytics.

Tichatanga neExcel uye tichipedzisa kwatinosvika kwekupedzisira, Qlik Sense.

Risk Administration Services, Inc. (RAS) ndeyeManaging General Agent (MGA) yemakambani maviri einishuwarenzi muSouth Dakota inopa Vashandi 'Compensation Insurance.

Tenda kana kwete, hapana kana nguva inononoka muinishuwarenzi! Uye, analytics iri pakati pazvo zvese, zvinosanganisira mitengo, kufungidzira, kurasikirwa manejimendi uye - zvakanyanya kukosha - kuchengeta vashandi vakakuvara pavanenge vachida rubatsiro zvakanyanya.

Excel yaive yakakurisa analytics chikuva kudzamara tapedza kushandisa kwayo kwepamberi analytics, uye nekudaro isu takatanga kutsvaga kwedu kutsvaga yakanakisa analytics chishandiso icho chaizozadzisa yedu analytics chiratidzo. Vazhinji vanotsvaga nharembozha analytics chikuva Nechinangwa ichi, kunyanya kana Excel isingakwanisike, saka iko kutsvaga kunobatsira kuratidza.

Tiri munzira, tichaongorora mashandisiro atakaita zvakanyanya kugona kwedu kushandira vatengi uye vatinoshanda navo munzvimbo dzinotevera:

  • Kuziva kwehupenyu huripo
  • Kuwana kukuru kune data rinonzwisisika kune vanhu vakawanda
  • Kufukura nyaya dziri kumashure kwedata
  • Kunzwisisa chikonzero nei kumashure kwenyaya dzinotaurwa nedata
  • Zvinoshamisa zvevatengi zviitiko
  • Kugadzira zvigadzirwa zvenguva refu zvekambani

Excel, Yedu Yekuongorora Yekutangira

Excel inowanzodaidzwa, "yekutanga BI chishandiso," kana "intro kune bhizinesi njere." Excel, OpenOffice uye mamwe mapurogiramu espredishiti ari kwese kwese. Runako rwezvishandiso izvi ndezvekuti zviri nyore kuwanikwa pane mazhinji masisitimu emakambani uye vanokasira kudzidza. Zviri nyore kuita visualization, kugadzira kunyorera / kudhizaina kugona, uye kubatanidza neakasiyana masosi enhoroondo neExcel. Izvi zvinoita kuti ive yakanaka analytics chishandiso chemadiki nepakati-saizi dhatabhesi.

KuRAS, Excel yaive nzira yedu kune analytics kwemakore akati wandei. Yedu dhata sosi yaive yedata yekuchengetera SQL Server.

Mangwanani ega ega, vashandi vedu vezvekufambisa vaizorodza mapepa eExcel, vobva vavatumira email kuvatungamiriri vedu kuti vaongororwe. Izvi zvaive zvakanaka uye nezvimwe zvinobatsira Zvishandiso zvekubatana kuongorora muExcel takaona kugadzirwa kune musoro nemadhigiri madiki kusvika epakati e data. Asi apo makuru makuru e data aida kuongororwa, mashandiro emashepeti aya akaderedzwa. Izvi zvakakonzera kugoverwa kwedata kuti kuve kunorema. Spreadsheets zvakatora nguva kuvhura. Kufungidzira kwakatora nguva yakareba kuti ipe. Vashandisi vane zvigadzirwa zvemidziyo vakawana zvakanyanyooma kushandisa data.

Pamusoro pezvo, vashandi vedu vanga vasingazive nezvese dhatabheti mudura reRAS. Izvi zvakakonzera kuti vashandi vedu vaongorore chete chikamu yenyaya. Kuisa pamwechete nyaya yakabatana uchishandisa akasiyana masetaseti kwakave kwakaomarara. Pakanga pasina humbowo hwekuti mahwendefa espredishiti akavhurwa. Pakanga pasina humbowo hwezvisarudzo zviri kuitwa zvichibva pane iwo maspredishiti, zvimwe.

Icho chepasi-mutsara ndechekuti RAS yaive parwendo rwekufadza vatengi nebasa rakanakisa. Kunaka kwakadaro kunogona kuwanikwa chete kana bazi rekutungamira nevashandi vemberi vawana mukana kune imwechete dhatabhesi, nzwisiso yakajeka yezvinorehwa nedata, uye kunzwisisa kwakajairika kwekuita nedhata rakadai kufadza vatengi.

RAS yaive ichirovera pamwe nekukura kweExcel. Yakanga iri nguva yekutsvaga Bhizinesi reNjere (BI) chishandiso chingatikurudzira kuti tishande zvakanaka vatengi vedu.

Nei Takasarudza iyo Qlik Sense Nzira

KuRAS, takaita kuwanikwa paTafurau, Sisense, Qlik Sense uye TIBCO Spotfire muQ1 ye2018. Chinangwa chaive chekutsvaga chishandiso chinobvumira vashandisi kuti vanzwisise dhata nekukurumidza. Kumhanya kwekusimudzira uye nekukurumidza kuona kuona kupa kwaive chinhu chakanyanya kukoshesa kwatiri.

Kuti RAS ive sangano rinotungamirwa nedhata uye kuti dhata riwanikwe kune vanhu vazhinji, chishandiso cheBI chingatisvitsa ipapo chaifanira kusangana nezvinodiwa zvakawanda:

  • Kurerukirwa kwekuparadzirwa kwedata
  • Kugona kwevatengi kuwana yavo yega data
  • Intuitive yevatengi kuti vashandise ine mashoma kudzidza

Zvese zvishandiso zveBI zvatakaongorora zvakagadzirirwa kutiudza isu "Chii chiri kuitika?" asi zvaive zvakakosha kuti isu tive nechombo chakaita kuti zvive nyore kutsvaga nekupindura "Sei pane zviri kuitika here? ”. Uye, timu yeIT yakasarudza chishandiso chingabvumidze iterative uye isingatyi kukura pamwe neshanduro yekudzora.

Chimwe nechimwe chezvishandiso zvatakaongorora zvinoenderana nezvinodiwa zvakajairwa ... dhiabhori ari mune zvakadzama. Takatora maturusi pane makumi maviri neshanu hunhu. Sisense uye Qlik Sense vakamira kubva kune vamwe pane yedu yakazara seti yezvinodiwa. Maturusi ese ari maviri aikurumidza kugadzira madhibhodhi uye kudyidzana nemadhodhi avo kwakakurumidza futi. Qlik Sense yakazopedzisira yakunda dhivhari yepedyo nekuda kwezvikonzero zviviri:

  1. Yakachena kupa pane mbozhanhare / mapiritsi.
  2. Yedu yakasarudzika isingagumi marezinesi modhi.

Mheni Inokurumidza Kuwana Dhata

Muzera ranhasi, ruzivo runogona kuve kiyi yekubudirira kwemabhizinesi. Qlik dhibhodhi rakabvumidza RAS kuratidza data zvine chekuita nemitemo, zvirevo, kurasikirwa nhoroondo, nezvimwe muchingori chidiki chekubaya. Pakutanga, zvakatora kuvhura akawanda maspredishiti uye kubatanidza pamwechete iro ruzivo. Kwakanga kwakaita sokukwakuka uchipota neshureroads yemaspredishiti uye yekuchinjira kune yakarongedzwa interstate uko ruzivo rwese rwuripo ipapo uye rwuri nyore kuwana.

Izvi zviri nyore kuwana uye zvakasiyana siyana dhata zvakagadzira kuzivisa uye kufara pakati pevashandi. Kuda kuziva kwakatanga kuvaka. Zvinoda kuona ruzivo kubva kumakona akasiyana zvakawedzera. Vashandi vanga vachisangana panzira dzekubatsira vatengi nekukurumidza kupfuura nakare kose!

Qlik haina kuuya neyakavakirwa-mukati vhezheni yekudzora system. RAS yakaiswa mari mukati Motio's Soterre shanduro control chigadzirwa chakabvumidza IT kuvaka madhibhodhi asingatyi.

Asati aQlik, vashandi veIT vaimboisa misangano yekutsvaga, data re curate, kumhanyisa ongororo muExcel uyezve nekumisikidza musangano wekutevera uko kwaigadzirirwa kuExcel. Zvino, vashandi veIT vanodhonza kumusoro Qlik panguva yemisangano uye vanogadzirisa madhibhodhi ane visualization zvakanyanya kupfuura zvinotarisirwa nevateereri. Pakupera kwemusangano, kwete chete kuti madhibhodhi akagadzirwa asiwo data inoongororwa.

Svondo-refu misangano yekudzoka-uye-kubuda nevatengi ve data ikozvino inotora maminetsi mashoma kumaawa (kunyanya) sevashandi vatanga kuziva ruzivo rwakasiyana siyana rwavanowana. Nechigadzirwa chinopisa-chinokurumidza chinogona kupinza ruzivo mumasarudzo-ekumutsiridza madhibhodhi, RAS inogona ikozvino kuunza aya madhibhodhi pamberi pevatengi uye kuvaratidza iwo maonerwo avanogona kutora matanho nekukurumidza. Kufambidzana pakati peRAS nevatengi kwakatanga kuve kusingakanganwiki, uye kudiwa kwekudzokorora patsva ruzivo kwakatanga kunyangarika.

Asi imwezve bhenefiti yakauya kubva kuQlik's yekukurumidza-inomhanyisa kusefa kugona. Dhata yemhando nyaya dzaive dzakaoma kuteedzera. NaQlik, maguta ane zvisirizvo chiperengo - semuenzaniso - anga akaomera kupotsa. Maguta ane ma zip zip asiri iwo akabatwa nekukurumidza. Izvi zvakaburitsa pachena ruzivo rwuri nani nezvehunhu hwe data uye isu takakurumidza kugadzira maitiro uye kuitwa kwekuvandudzwa kwemhando yedata.

Qlik Inokurudzira "Dhata kune Wese Munhu" Tsika paRAS

Kunyange Excel yakaiswa pane yega yega mushandisi system, kuwana kune data analytics muExcel kwaingowanikwa kune diki seti revashandisi. Sezvo data rakatanga kukura, saizvozvowo mafaira eExcel analytics. Vazhinji vashandisi vaishandisa zviyero zvakasindimara zvine simba rakaringana rebhiza kumhanyisa kunyorera padanho rekutanga. Yakakura Excel analytics yaisazopa nekukurumidza zvakakwana pane yakakosha huwandu hwesisitimu. Uyu muganho hauna kunyatso kuzivikanwa kusvika Qlik yaiswa munzvimbo. Qlik Sense yakapa browser ruzivo uye mushandisi wese mukambani ikozvino ave nekwaniso yekuwana data.

Maitiro ekuwana data akakoshawo. Excel analytics yakagoverwa neemail pamberi peQlik Sense. Mushure meQlik Sense, aya mamwe matanho ehutungamiriri ekuzorodza maSpredishiti eExcel kana kurodha dhata akabviswa. Qlik Sense yakaunganidza data zvakananga kubva kune sosi masisitimu nguva nenguva mukati mezuva rese uye ekuratidzwa ekuona. Zvaive nyore kwazvo kuchinja maitiro. Isu takaona kuwedzera kwevashandisi vachizvipira kushanyira Qlik Sense. Uye, nema metric ekushandisa anowanikwa muQlik Sense, isu takakwanisa kudzidzisa vateereri chaivo kuti vashanyire kurudyi dashboard nezvikonzero zvakanaka.

Mumwedzi wekutanga wekumisikidza Qlik Sense, mapatani mubhizinesi akatanga kubuda izvo zvaive zvakavanzika mukati muExcel analytics. Kutsvagisa ruzivo kwakakurumidza neQlik Sense, iyo yaibvumidza vashandi kuti vaongorore metric dzebhizinesi nekukurumidza. Basa rekubhukimaka mukati meQlik Sense zvakare rakabvumidza vashandisi kugovana zvavakawana nekukurumidza. Tsika nyowani yedata analytics yaive ichiumba mukati mekambani uye nevatengi pane epicenter.

NeData, Kune Nguva Dzese Nyaya yekuudza

Inishuwarenzi ine chikamu chayo chakaringana chekuoma kunzwisisa asi vatengi vakaita sekureruka. Vatengi vanofarira kunzwa nyaya nezve kuita kwavo account. Mazwi akadai se "subrogation," "reinsurance," "claims reserve," nezvimwe zvinogona kuvhiringidza. Qlik Sense yakabvumidza RAS kugadzira madhibhodhi ane makuru maKPIs uye nenyaya, pamwe punchline kunyange, kubatsira vatengi kunzwisisa sei isu tinosimudzira kuchengetedzeka kwevashandi vavo uye nekuvabatsira kupora mushure mekukuvara.

Qlik Sense yakaita kuti zvive nyore kuti RAS iratidze vatengi uko vashandi vavo vaitsvedza nekuzvikuvadza. Nekungodzvanya bhatani, vatengi vanogona kuona panodzidziswa kunokosha mukuderedza kukuvara. Intuitive visual design yakatendera vatengi kusvika pamhedziso kunyangwe isu tisati tatsanangura nyaya. Vatengi vakatanga kuwirirana akasiyana maitiro ehutano hwevashandi uye kugara zvakanaka. Madhibhodhi akasiyana siyana akaunza "Aha!" nguva sevashandi nevatengi vakatanga kuona kuti kudzikiswa kwekukuvara kwakabatana nehurongwa hwekudzidzisa nekuchengetedza kunoitwa nekufamba kwenguva. Nyaya dzakadai dzaigara dziripo, asi dzaive dzakavanzwa pane akawanda mahwendefa mahombe. Sekutaura kwakaita mumwe mushandi, "Qlik Sense inotaura nesu nenzira yatinonzwisisa." Iwo manzwiro akakura kupfuura huwandu hwakawanda mukati meRAS uye neayo vatengi base.

Kufumura iyo "Nei" Kumashure kweData

Ukangonzwa iyo nyaya iri kutaurwa nedatha, kuda kuziva kunopinda. Izvi zvinowanzoitisa kuti vashandi vatsvage "Nei."

Semuenzaniso, zvikwereti zvemari zvinotaurwa neMuvhuro weKambani-A zvakakwirira pane Kambani-B. Nei zvakadaro? Nepo Qlik Sense ichitamba zvishoma nezvebasa mukutsanangura iyo "Sei," inorerutsa nzira yekutsvaga. Nhengo dzevashandi dzakakwanisa kucheka uye dhiza ruzivo kuti vawane kuwirirana. Qlik yakavatendera kuti vakurumidze kuona kuti Kambani-A yakanga isina maitirwo ekugadzira pakupera kwevhiki asi Kambani-B yaive nemavhiki ekuchinja. Nei izvozvo kuchikosha? Kumwe kukuvara kubva Chishanu hakuna kurapwa uye kwakamhan'arwa kusvika Muvhuro weKambani-A. Iyo yakareba iyo mushandi akakuvara akamirira kurapwa, iyo yakanyanya mikana yaive yekuoma kunzwisisa kukura zvichikonzera yakakwira mitengo yekurapa matambudziko akadaro. Kambani-B, kune rimwe divi, yakatsvaga kurapwa uye yakaziviswa kukuvara mukupera kwesvondo ichibvumidza vanopa hutano kuchengetedza kurapwa nekukurumidza. Mutengo wese weKambani-B yaive, nekudaro, wakaderera. Vashandi vakaona kuwirirana mukati memaminitsi vachishandisa simba reQlik Sense.

Chiitiko cheMutengi Chinotora Ndege

Vashandi vakakuvara vanotendeukira kune vanopa hutano uye makambani einishuwarenzi kuti vatange kurapwa. KuRAS, tinodada nekubatsira vashandi vakakuvara kuti vadzokere patsoka dzavo. Nepo vashandi vakakuvara vachipora, vashandirwi vari kutsvaga kune vanotakura inishuwarenzi kuti vape nhungamiro kuitira kuti vagadzire maitiro ekuchengetedza, kuongorora kushanda kwekuchengetedzeka pabasa, uye kugadzirisa zvirinani kuona kuti vashandi vari kuita pakakwirira. RAS inokwanisa kuita zvese izvi pamwe nekupa vashandirwi analytics inotsigira iri kumashure kwekutungamira kwedu. Izvi zvinopa danho idzva rese rekuvimba muhukama hwedu nevatengi vedu izvo zvakakosha kwazvo muindasitiri yeinishuwarenzi.

Qlik yakavandudza zvakanyanya maitiro atinoendesa ruzivo kune vatengi. Asati Qlik, maawa ekugadzirira akapinda mukugadzira mamiriri eutariri, kutora magwaro ekudzokorora, uye kuronga misangano kuti vakurukure mishumo yakadaro. Iine Qlik panzvimbo, vatengi vanogona kukwira kune iro zuva dhata pamaoko avo uye vowana iyo chii uye Sei yezvavanotaura. Kuwanda kwevatengi vedu kunowira mune ino yega-sevhisi modhi nzira. Vatengi vanoda makota ekubata emakota zvakaenzana vanobatsirwa kubva kuQlik sezvo kutariswa kwequarter-pamusoro-kota data inoda kungobaya bhatani pane kuumbiridza uye kuenzanisa data kubva kuExcel machira kubva maviri makota. Vatengi vanogona kuona zvakajeka danho rakakosha mune e data analytics kugona kunopihwa neQlik uye vanonzwisisa kunzwisisa kwakajeka kwezvikonzero zvinokanganisa zvirevo.

Simba reQlik Sense rinovhenekera apo RAS inowana mutengi mutsva nekutenda kwakasimba nezve zvirevo zvekurasikirwa. Qlik Sense inovabvumidza kuti vasimbise kana kugadzirisa mifungo yavo nesimba. Semuenzaniso, vatengi vanotsvaga rubatsiro rweRAS mukugadzirisa kukuvara kumashure vangangotadza kuziva kuti chikonzero chekukuvara kumashure chiri kutsvedza / kutsika munzira dzakaenzana dzemigwagwa. Kutarisa pane kugadziriswazve kwenzira yemugwagwa kunogona kushanda zvakanyanya mukuchengetedza vashandi vane hutano pane kuwedzera huwandu hwekurapwa panyama kune yega-yekukuvara kesi. Aya maonero akakosha akajairwa nenzvimbo nekuongorora kuburikidza neQlik Sense.

Strategic Kufunga Kunowana Boost

Excel yaive nebasa rekutamba mukufunga kwedu kwekufunga. Yakareba uye pfupi-yenguva nzira nzira dzakagadziriswa zvichibva pane akasiyana masetaseti akapararira kune akati wandei maspredishiti. Nekudaro, kugadzira marongero kwaida yakakosha nguva yekugadzirira dhata.

Iine Qlik Sense panzvimbo, kufunga kwekufunga kwakave nyore. Nhoroondo dhata yekuongorora, maitiro, uye fungidziro mukati meiyo imwechete dashibhodhi zvakabvumidza RAS kushandura zviitiko kuti zvifananidze mhedzisiro mhedzisiro yezvisarudzo zvine hungwaru. Qlik yakabatsirawo manejimendi eRAS kuti arambe ari munzira nematekiniki anotsigira sarudzo dzakarongwa.

Kwete Kwedu Kwekupedzisira Kwatinoenda, asi Kutanga kweRakanaka Shamwari

RAS yaita kukwakuka kwakakura uye miganho mukuongororwa kwedata mumakore mashoma apfuura erwendo rwedu uye Qlik anga ari mumiriri wekuchinja. Isu takaona shanduko yetsika nedata musangano nekutenda kuQlik. Vashandi veIT vakaona kuderera kwezvikumbiro zvemazhinji-peji mishumo uye kuwedzera kwezviito-kukurudzira dashibhodhi. Vashandi veRAS vari kushandira vatengi zvakanyanya uye nekukurumidza kupfuura nakare kose. Strategic sarudzo dzakapihwa simba ne "kana-zvadaro" zviitiko mukati meQlik.

Saka tinoenda kupi kubva pano? Zvakanaka, mikana yacho haiperi.

Pamberi pekufunga, RAS inoronga kushandisa Qlik Sense kuongorora mhedzisiro yekufungidzira analytics / AI mamodheru emitengo uye kubatsira nekuyerwa kwemamodeli nguva nenguva kusangana nezvinodiwa zveindasitiri. Vatengi uye yavo inishuwarenzi brokers vanogona kusvika padhu-chaicho nguva mhinduro pamitengo.

Qlik Sense inozoshandiswa zvakare kudzidza iyo yakareba-mhedzisiro mhedzisiro yeCOVID-19. Izvi zvinogona kubatsirwa pamwe nekushandisa Coronavirus Zvishandiso kubva kumakambani akaita saVantiq, avo vanotsigira mabhizinesi ari kuyedza kudzikisira uye kumisikidza COVID-19.

Mumwe muenzaniso ndewekuti vatengi vanozobatsirwa nekugadzirira zvirinani mamiriro ekunze kunyanya munzvimbo dzinotetepa nzvimbo dzinokonzeresa kuwedzera kwezvibodzwa.

Ese aya marudzi e analytics uye nezvimwe zvinogona kuunzwa kumberi nekushandisa Qlik Sense. Iyi zvirokwazvo inguva inonakidza yekuve iwe munyika ye analytics! Uye ini ndinofunga chirevo kubva kuna Ralph Waldo Emerson zvinonyatsopfupikisa chiitiko chedu ne data neQlik, "Haisi kuenda, ndiko rwendo."

Qlik
Kuenderera Kubatanidzwa KweQlik Sense
CI For Qlik Sense

CI For Qlik Sense

Agile Workflow yeQlik Sense Motio yanga ichitungamira kutorwa kweKuenderera Kubatanidzwa kweagile kusimudzira kweAnalytics uye Bhizinesi Intelligence kweanopfuura makore gumi nemashanu. Kuenderera mberi Kubatanidzwa[15] inzira yakakweretwa kubva kuindasitiri yekuvandudza software...

Read More