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ANALYTICS

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We’ve spent the last 6 years building one of the region’s best business intelligence and analytics teams.

We’re the only team that combines

proven business leaders with best-in-class analytical thinkers,

pattern-finders, and programmers.

ANALYTICS

THE  A-­‐TEAM    

MEET  A  FEW  OF  OUR  BEST  AND  BRIGHTEST  

ANALYTICS

ANALYTICS Meet Geoff Marsh – The Visionary. He is a financial systems expert who combines functional understanding of industry drivers with technical expertise to deliver optimal and intuitive solutions. After honing his skills in SAP data architecture and reporting tools, he is now our Practice Leader, focused on bringing world class business intelligence solutions to the mid-market.

Education & Certification

•  B.S. Business Administration, Finance (Ohio State) •  SAP Certified in BPC 10.0 [C_EPMBPC_10] •  SAP Certified in Financial Accounting with ERP 6.0 [C_TFIN52_64]

Expertise with Technical Tools / Languages

•  SAP BPC Classic (NW/MS) •  EPM Add-in for Excel •  SAP BW •  SAP ECC 6.0 FI/CO, MM, and SD •  SAP Crystal Dashboard Design •  Microsoft Office Professional Suite •  Logic Script •  API automation with VBA •  MDX Custom Measure Aggregations

Models

•  Customer/Product Profitability Model (BPC 10.1 on HANA) A driver based AOP planning and rolling forecasting tool, the CPP model was used to plan and measure existing enterprise performance against strategic initiatives to increases sales, product penetration, and decrease costs.

•  KPIs – COGS % of Gross Sales, Conversion Margin, Overhead % of Net Sales, Oper Profit % Net Sales, Trade % of SBT, Dollar per Pound

•  S&OP and Quarterly Forecasting Environment (BPC 10.0 on HANA) This three model integrated design utilized the sales marketing volumes and pricing to drive the logistics business operations plan. With full integration to a capital expenditure planning model and included OPEX budgeting, this solution provided the quarterly and annual financial reporting for a Fortune 100 company.

•  KPIs – Dollar per Barrel, Barrel per day

•  Annual and Monthly Financial Forecast Model (BPC 10.0) A five system integrated solution, this forecasting model was designed as a well (driver) based forecasting model. It included the automation of volume/price/differencial matrix revenue calculations, merit and tax drivers, as well as G&A relief allocations.

•  KPIs – BOE, BOE per day, GM %, OI %

•  AOP and Monthly Financial Reporting Model (BPC 10.0 on HANA) This financial reporting solution utilized the Annual Operating Plan and monthly projections to provide the monthly financial reporting deck to the CFO and board. It included rolling variance analysis, multiple allocations for regional sales, and an SG&A allocation.

•  KPIs – Dollar per Pound by Product Type

•  Annual Plan and Labor Planning Environment (BPC 10.0) This two model solution drove the global financial plan and reporting allowing for a specific focus on existing and future labor costs. Integrated with an external census database, we crafted a department based model to plan and monitor employee based costs that was consumed by the compressive financial plan with analysis.

•  Legal Consolidation with Ownership Eliminations (BPC 10.0)

A formal consolidation environment with ownership driven business rules to generate elimination entries at consolidation points. This GAAP based solution utilized the Equity Pick Up Method, I/C eliminations, and incorporated custom IDR (Incentive Distribution Rights) allocations for the redistribution of net income to produce 10Q and 3-10 financial statements.

Specializations

•  Design and build corporate budget, AOP, and forecast systems •  Financial reporting systems consulting •  Design and build legal consolidation systems •  Systems training and development •  Adapted Agile Project Management

Places I've worked

•  AMEND •  Itelligence, Inc. •  Wells Fargo •  Szarka Financial Management

•  Financial Dashboard (Crystal Reports) An office of the CFO dashboard, this mobile solution gave insight to current financial performance, margin growth, and variance analysis at the touch of a finger. Designed to enable segment and regional breakdowns, this tool allowed the updated display of critical information anywhere with mobile signal.

•  ABC Inventory Analysis (MS Excel) This Excel tool consumed shipping history, forecast volumes, and inventory levels to determine part classification and recommended inventory placement. In addition, it provided the identification of slow moving, obsolete and partial crates consuming critical square footage.

•  KPIs – Partial %, Repack, Turnover Classifications

ANALYTICS Meet Derek Sasthav – The Mad [Data] Scientist. He is a data science and machine learning specialist who enjoys turning large amounts of raw data into compelling stories and opportunities. He has developed both his technical expertise and professional training skills to empower clients by leveraging data to drive business value.

Education & Certification

•  B.S. Industrial & Systems Engineering (Ohio State) •  Specialty in Data Analytics and Data-driven Optimization

•  Certified in SPSS Data Mining for Business Professionals Expertise with Technical Tools / Languages

•  R •  Python •  SQL •  Tableau •  SPSS Modeler •  Matlab •  Web Development – HTML, CSS, Javascript •  Visual Basic Programming •  Microsoft Office Professional Suite

Models

•  Recommendation Engine for Quoting Database (AMEND) This search engine expedited the quoting process for new rapid prototype parts by quickly identifying reference parts using various similarity measures. Integrated with a SQL server, this application provided an intuitive front-end interface for the entire engineering department of a mid-size manufacturer to utilize. Reduced quoting time for rapid prototypes by over 50%.

•  KPIs – Quoting Cycle Time, Similar Parts Score

•  Production and Quality Control Dashboard (AMEND) Implemented on the production floor, this dashboard displayed real-time production metrics. Automated reports were sent to COO and Director of Operations at frequent intervals. The user interface was designed to be simple for operators to capture data in a timely manner.

•  KPIs – OEE, Bottles / Hour, Defects / Hour, # Non-conforming

•  Product Development Model (Stanley Black and Decker) This model leveraged advanced marketing analytics techniques including conjoint analysis and Bayesian algorithms to identify the optimal robotic vacuum configuration for SB&D to take to market. Using text analysis methods like topic modeling, the team also identified the right brand strategy and marketing content to be used.

•  Quality Lab Real-Time Reporting Tool (AMEND) To remove the communication barrier between quality testing and production, a real-time display visualized progress on all samples currently being tested in the lab. The database captured key metrics which were reported to the COO and Director of Operations at regular intervals.

•  KPIs – Sample Turnaround Time, # of Failures, # of Samples / Day, Test Time Remaining

•  Call Center Sentiment Analysis Model (Cardinal Health)

Descriptive analytics incorporated both the words and voice tones in all calls through call centers around the world to generate overall “sentiment scores” for each call. A regression model then determined the effect of different call topics and call metadata on the eventual outcome. Results of the model were used to drive training topics for call center employees.

•  Machine Capacity Model (General Electric) This comprehensive Excel model incorporated data from part demand, machine availability, and part run time to calculate an overall capacity model for the tool refurbishing department. Improved scheduling for machine use and highlighted need to purchase new machines to increase capacity to meet demand.

Specializations

•  Machine Learning and Predictive Modeling •  Dashboarding and Visual Design •  Descriptive Analytics and Reporting •  Database Design and Configuration •  Technical Training and Development

Places I've worked

•  AMEND •  Data Science Instructor for Cognitir •  IBM North American Analytics Center •  Cardinal Health •  General Electric Aviation

Teaching

•  Data Science and Machine Learning Workshops Topics Covered: Python programming, regression, classification, clustering, model evaluation, big data

•  Taught at UCLA Anderson School of Management

•  Web Development and Google Analytics Workshops Topics Covered: HTML, CSS, JavaScript, Google Analytics, Leveraging web traffic metrics for entrepreneurs

•  Taught at Columbia Business School, Northwestern’s Kellogg School of Management, and Rutger’s Business School

•  Tableau and Data Visualization Workshops Topics Covered: Tableau, Effective data visualization, dashboard design, reporting

•  Taught at The Ohio State University

•  Statistical Analysis Using R Workshops Topics Covered: R programming, hypothesis testing, data cleaning, machine learning

•  Taught at The Ohio State University

ANALYTICS Meet James Taylor – Chief Data Officer. James has sharpened his project management, business process improvement, and information systems skills leading ERP System Implementations for mid-market organizations, from a variety of industries, over the last 5 years. Result: James has been requested by name to operate a tech business as their acting CEO for 2 years.

Education & Certification

•  B.S. Entrepreneurship (Miami University) •  MBA Business Analytics (Xavier University)

Expertise with Technical Tools / Languages

•  SAP ECC 6.0 SD, CRM, and MM •  SAP Business Objects •  Tableau •  SAS •  VBA •  Analytic / Open Solver Add-in for MS Excel •  Crystal Reports •  Microsoft Office Professional Suite

Models

•  Customer/Product Profitability Model (BPC 10.1 on HANA) This leveraged financial budgets and operational data to calculate fully burden overhead rates for each work center, manufacturing process, and line of business in the organization.

•  KPIs – Overhead Rates

•  Financial Analysis (Tableau and MS Excel) Financial Trend Analysis shows growth rates of costs compared to revenue in order to identify potential margin loss. Ratio Analysis to drive understanding into efficiency, liquidity, profitability, and solvency.

•  KPIs – Revenue/Cost Trends, Profit Margins, Return on Assets, Return on Equity

•  Sales and Profitability Dashboard (Tableau)

This dashboard visually depicted all customer and revenue data for a $30mm company with the ability to sort and filter on a dozen different criteria. The dashboard could also be leveraged to run “What-if” scenarios.

•  KPIs – Revenue MOM, Profitability MOM, Revenue and Profitability by Account and Industry, Customer Segmentation by Revenue and Profitability

•  3 Year Financial Projections (MS Excel) This solution incorporated CRM and financial data to determine projected sales/investment needs for the client. Incorporating the sales pipeline, sales cycle, and consulting capacity to predict when the next project delivery team was needed to enable more accurate financial planning.

•  KPIs – Time until next Project Team, estimated utilization, and capacity in $$

Specializations

•  Database / ERP System Design •  Dashboard Design and Creation •  Financial and Customer Analysis

Places I've worked

•  AMEND •  Itelligence, Inc. •  NewPage Corporation

ANALYTICS Meet Brett Santoferraro – The Performance Enhancer. He is a project leader with vast experience in utilizing systems and analytical tools to drive results and new ways of thinking in day to day operations. He has a passion for connecting actionable data back to it’s source and providing clarity around performance history, current state, and the path forward. Education & Certification

•  B.S. Industrial & Systems Engineering (Ohio State) Expertise with Technical Tools / Languages

•  Microsoft Office Professional Suite •  Analytic / Open Solver Add-in for MS Excel •  AutoCAD

Models

•  Capacity/Demand Planning Model (MS Excel) Built and utilized to drive daily insight in to staffing decisions, project performance, and sales hit rate for a large enterprise engineer to order firm. This tool captures and tracks historical and estimated v. actual performance of the engineering department.

•  Production Performance Dashboards (MS Excel)

Weekly dashboards used to track and monitor key metrics for various production facilities. Built robust enough to handle data from multiple sources and to be easily updated to reflect any changes in data capturing processes.

•  KPIs – Throughput, Scrap, Quality, OLE, Utilization, Efficiency, Changeover Time, & Productivity

•  Project Management KPI Dashboard (ERP Integration into MS Excel) Live, weekly dashboard developed to understand key performance metrics of a front office, Project Management department. Required identifying and implementing metrics to monitor the groups performance.

•  KPIs – Sales Projections, Outstanding Invoices, Profit by Account, Late Shop Orders

•  Production Rate Calculator (MS Excel) Calculator developed to generate empirical hourly rates for a job shop production facility. Tool was built using time studies and standards. Reduced quoting lead time and used to validate yearly rolled rates.

•  Estimating & Job Costing Tool (MS Excel) Complete, holistic estimating platform developed to bring standardization to job estimating at a custom, cabinetry and fixture company. Tool quoted complete jobs including materials, labor, shipping, and install using company standards. Materials portion of estimating tool linked to ERP in order to have live, real time material pricing readily available.

Specializations

•  Identify/implement performance KPIs across all business facets •  Design & Develop KPI Dashboard •  Capacity & Demand Planning •  Estimating tools

Places I've worked

•  AMEND •  Toyota •  Sherwin Williams •  General Electric

Community Involvement

•  Cincy Next: Cincinnati Chamber of Commerce

ANALYTICS Meet Matt Murphy – Modeling Ninja. Matt is a data enthusiast who has combined his operational background with technical expertise in business analytics to unlock the power of data and solve a variety of business problems. From manufacturing plants to tech startups, he enjoys staying on the cutting edge of data technology to help businesses leverage the power of data to drive growth.

Education & Certification

•  B.S. Industrial Management (University of Cincinnati) •  M.S. Business Analytics (University of Cincinnati)

Expertise with Technical Tools / Languages

•  Tableau •  @Risk •  Arena •  SAS •  R •  Matlab •  VBA •  Analytic / Open Solver Add-in for MS Excel •  Crystal Reports •  Microsoft Office Professional Suite

Models

•  Production Schedule Optimization Model (ERP Integration into MS Excel) This weekly tool gathered input data from a half dozen different sources to optimize the weekly production schedule based on different machine schedules, delivery dates, and priority. The model also included variance analysis on each job and overall machine center efficiency.

•  KPIs – On-Time Delivery, Efficiency by Machine Center, Throughput

•  Customer Adoption Model and Dashboard (Tableau) This user-friendly tool consolidated data from three different sources to create a multi-variable linear regression model used for predicting when customers would reach certain adoption thresholds for the startup’s product based on the size of the customer account, time since account opening, and other account variables.

•  KPIs – Adoption % by account, Predicted time to reach adoption

•  Sales and Profitability Dashboard (Tableau) This dashboard visually depicted all customer and revenue data for an $800mm company with the ability to sort and filter on a dozen different criteria. Featuring full integration into their SAP System, this tool enabled dynamic customer segmentation and profitability targeting based on user inputs into SAP.

•  KPIs – Revenue MOM, Profitability MOM, Revenue and Profitability by Account and Industry, Customer Segmentation

•  Bariatric Room Capacity Simulation (In Progress via Arena) Working in partnership with a local hospital, this simulation model seeks to determine the ideal bed capacity in order to best serve the growing number of obese patients. Simulating a year’s worth of treatment, the model determines the ideal tradeoff between bed costs and the best possible service for the patient.

•  KPIs – Beds Required, Dist. of Patient Arrival and Service Time

•  5 Year Capital Expenditure Plan (MS Excel) This solution incorporated financial and product mix forecasts to determine projected manufacturing needs for the client. Using labor, productivity targets, and machine efficiency, the model predicted machine purchase date requirements for accurate financial planning.

•  KPIs – Purchase date projections, estimated productivity and efficiency, and capacity in $$

•  Production Executive Dashboard (ERP Integration into MS Excel) This reporting mechanism automated the reporting of key performance indicators. Using SQL queries, this tool allowed the user to input key information and paired the inputs with data extracted automatically from the ERP system.

•  KPIs – Revenue, COGS, OTD, Labor Cost % of Sales, Waste $$, Waste %, Key Customer KPIs

Specializations

•  Prescriptive and Predictive Analytics •  Automated Reporting •  Database / ERP System Design •  Dashboard Design and Creation •  Financial and Customer Analysis

Places I've worked

•  AMEND •  University of Cincinnati Research Assistant •  GE Aviation

•  Supply Network Optimization (Both ampl and Open Solver) Using a combination of software packages, this tool enabled the user to define certain decision criteria and constraints to the model. Using these inputs, the model would then optimize >25,000 decision variables to determine the ideal supply chain network to minimize overall supply chain costs without crossing a service level threshold determined by the user.

•  KPIs – Shipping Costs, Production Costs, % Air Freight vs. % Ground Freight, Average Ship Time

•  Sales, Pricing, and Commission Calculator (MS Excel)

This tool took a process driven by tribal knowledge and standardized it into a data-driven approach. Based in an in-depth industry analysis, the model paired user inputs with pre-determined pricing thresholds and cost structures to enable the sales team to price the deal as accurately as possible in an industry with difficult pricing schemes. The tool enabled the client to shorten the training time for new hires and standardize the pricing process.

•  KPIs – Customer pricing, estimated savings, estimated gross profit, estimated sales commission

ANALYTICS Meet Harrison Zucker – The Professor. Harrison is a player-coach focused on driving results by simplifying complexity to maximize results. Focusing on operational improvements through a data heavy approach, he enjoys using data to remove the emotion out of tough management decisions and continue trending towards true north.

Education & Certification

•  B.S. Industrial and Systems Engineering (Ohio State) •  “Dark” Green Belt, Integrated Lean Six Sigma (Ohio State)

Expertise with Technical Tools / Languages

•  Minitab •  R Programming •  ARENA •  LSS Statistical Methods •  Microsoft Office Professional Suite

Models

•  Production Dashboards (Excel, VBA) Nearly all clients need this basic tool to collect, visualize, and analyze data. Various dashboards built to understand production, store information, and create knowledge

•  KPIs – Throughput by volume, Piece Count, Labor Efficiency, OEE, Changeover Time, and Downtime

•  Excel MRP (Excel) Client kept running out of parts and had way to many incorrect parts on floor. Model projected needs based on lead times and EOQ’s, allowing for proper ordering inventory Levels

•  Sales Analysis for which parts are the Money makers (R programming, MS

Office) Not knowing where the revenue is coming from, analysis performed in R allowed for visuals to be created that showed trends to drive business strategy

•  Non-linear Optimization(ARENA, college): Routed hammer pieces through machine shop to minimize total processing time. Processing time model via parameters created in excel after to use as a tool to manufacture hammer most efficiently

Community Involvement

•  L.E.A.D, Jewish Federation of Cincinnati

•  Tour de Cure Marshall, rider

•  When not working, Harrison enjoys Mountain Biking, fishing, and socializing

Specializations

•  Prescriptive and Predictive Analytics •  Automated Reporting •  Database / ERP System Design •  Dashboard Design and Creation •  Financial and Customer Analysis

Places I've worked

•  AMEND •  Huntington National Bank •  Hillel •  Techtron Systems, Inc, •  ACLARA RF Systems

•  Capital Expenditure Justification (Excel) Using Zero Base Budgeting to create a target budget, then determining investment strategies to best utilize capital for business growth

ANALYTICS Meet Jack Johnson – Mr. Efficiency. He is an expert project manager that is able to connect people with data-driven solutions, enabling growth that pushes businesses forward. Through his strong listening skills and critical thinking, Jack uncovers the root cause of issues and communicates why these solutions bring value.

Education & Certification

•  B.S. Finance and Business Analytics (University of Cincinnati)

Expertise with Technical Skills •  Tableau •  Hippo CMMS •  Smartsheet •  Qualtrics •  EFI Radius •  Nielsen Answers •  MS Excel Solver Add-in •  Microsoft Office Professional Suite

Models

•  Production Schedules (Smartsheet, Microsoft Excel) These schedules built through multiple platforms enabled the businesses to keep track of key deadlines, resources needed, task coding, estimated vs. actual hours, and capacity planning.

•  Production Capacity Model (Microsoft Excel) This model gave a business new knowledge in how much capacity the current production team had, enabling better estimating ability and data-driven staffing.

•  KPIs – On-time delivery %, Gross profit margin, Available hours, Additional labor needed.

•  ERP System Implementation (EFI Radius & Microsoft Excel) This brand new ERP system was implemented to increase estimating speed, clarity in production and scheduling, communication systems, ease of reporting, and many more functions of the business.

•  Geographic Sales Projections (Tableau)

This visually-aesthetic representation of projected sales growth by regions in the US gave a business a new understanding of which geographical markets had the most potential for expansion. It was a key metric for the business in determining how to implement its strategic plan.

•  Preventative Maintenance Setup (Hippo CMMS) This simple and easy-to-use preventative maintenance system was built and customized to meet the needs of a niche business that desperately needed to keep track of its labor hours and maintenance costs.

•  KPIs – Labor hours, Maintenance cost, Machine utilization, downtime

•  Customer and Product Segmentation (Tableau & Microsoft Excel)

This visual breakdown of a company’s most important customers and products by profit and revenue brought new learning into how to be specific in targeting the right customer profiles. The tool uses common business principles to recommend changes for growth.

•  Versatility Matrix (Microsoft Excel) This tool ranked specific business skills sets for each individual person at a company, and enabled the leadership team to re-arrange people’s positions to match them with the best strengths. The matrix incorporated core competencies and personality traits to match people with the true skill sets.

Specializations

•  Project Management •  Big Data Analytics •  Root Cause Analysis •  Continuous Improvement •  Data Visualization/Dashboards •  Financial Analysis

Placed I’ve Worked •  AMEND Consulting •  Procter & Gamble •  Johnson Investment Counsel •  Vantiv, Inc.

ANALYTICS Meet Mark Blankenbuehler – The Cash Flow Specialist. He is a finance and accounting professional with experience in corporate finance and investments. His unique background includes working with both large and small businesses, as well as four years of service in the United States Marine Corps Infantry. He is passionate about assisting entrepreneurs and working with businesses in the mid-market.

Education & Certification

•  B.S. Accountancy (Miami University) •  M.S. Finance (University of Cincinnati) •  MBA (University of Cincinnati)

Expertise with Technical Tools / Languages

•  Microsoft Office Professional Suite •  Excel Analytic Solver Platform •  Intuit Quickbooks •  BQE Billquick

Models

•  Weekly reporting Dashboard (Excel) Dashboard of financial and operating metrics updated weekly sent to all full time members of the business. Designed to track revenue, utilization, and sales backlog with weekly, YTD, and goals shown.

•  KPIs – Weekly Billing, Utilization, Variance to Targets

•  Rebuilt chart of accounts (Quickbooks) Reorganized Quickbooks chart of accounts for improved reporting and user interface. Consolidated unused accounts and added new accounts to allow for better clarity of information and reduce large “catch-all” accounts.

•  Financial reporting Streamlined financial reporting process by reducing unused spreadsheets and adding new data. Gave management added clarity on receivables by account and unbilled sales. Improved monthly closing time from 2-4 weeks to 2-4 days.

•  MBA Capstone

Served on 4 person team as consultant to seed funded start-up technology company co-founded by UC PhD student and the head of his doctoral program. Designed full business plan with sales and marketing strategy. Assisted with branding and preparation for future funding pitches.

Specializations

•  Financial reporting •  Budgeting •  Modeling and forecasting

Places I've worked

•  AMEND Consulting •  Blue Chip Venture Company •  United States Marine Corps •  GE Aviation, CFM Engine Program

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