Data Analysis, Visualization and Reporting

Introduction

With all the world buzz going on Business Transformation in the Big Data Era, this course is designed to educate all different stakeholders about the basics of Data Analysis, the best practices applicable to Business Transformation and how Decision Making should be dependent on Analytics rather than Experience.

COURSE OBJECTIVES

By the end of this course, participants will be able lo:

• Recognize the business analysis framework and its relationship with DATA analysis.
• Identify the true potential of Data Analysis in their environment.
• Take the first steps towards Big Data Transformation.
• Utilize various analysis techniques as suitable to different business scenarios.
• Gain enough knowledge to use analytical tools.

Course Description

• Code: 004
• Level: Intermediate
• CDUs: 21
• Period: 5 full days
• Requirements:
  • Basics of Excel
  • 500 hour of analysis in any field of business.

Who Should Attend the Course?

• Business Analyst
• Data Analyst
• Accounting and Financial Specialist
• Product Owner
• Business Consultant
• Marketing and Sales Specialist
• All Managers

Outlines:

Introduction

• What is DATA?
• Where does DATA come from?
• Why do we need DATA analysis?
• DATA and Business Analysis
• Building the DATA Vault.
• The DATA Lifecycle.
• Systems, tools and other concepts.

Implementing Data Analysis

• The Data Analysis Process.
• Data and Business Sustainability.
• Implementing Sustainable Data Analysis.
• Next Steps and Ideas …

Basic Data Tools

• Microsoft Excel – The Worksheet Structures.
• Microsoft Access – Simple Database Structure.
• Advanced Data Structures – SQL, Oracle and Data Objects.
• Unstructured Data.

Data Analysis in Excel

• Consolidating Data from Separate Flies and Sheets.
• Various Functions
• Pivot Tables

Transforming Business with Analytics

• Things that actually WORK!
• Case Study 1 –
• Case Study 2 –
• Case Study 3 –

Discussing Business Scenarios

• Sales and Marketing.
• Investment and Services.
• Health and Education.
• The new Market Trends.

Data Modeling, Visualization, and Reporting

• Check Box Data Modeling with IF function
• Option Box Data Modeling with IF function
• List Box Data Modeling with CHOOSE function
• Linking Excel with Text Flies
• Linking Excel with Databases (Access)
• Linking Excel with SQL
• Linking Excel with Internet
• Scenario Manager
• Creating Dynamic labels
• Using the Camera Tool
• Working with Formula-Driven Visualizations
• Using Fancy Fonts
• Leveraging Symbols in Formulas
• Working with Spark-lines
• Creating Unconventional Style Charts
• Controlling and Protecting Your Reports, Analysis and
• Reconciliations
• Data Entry Form
• Custom List
• Text to Speech
• Protecting Worksheets and Workbooks

Big Data Analysis

• What is Big Data?
• Available Big Data tools.
• Choosing your tools.
• Introduction to Microsoft Power BI

Microsoft Power Business Intelligence Hands-on

Decision Making in the Big Data Era

This COBIT®5 Foundation training course enables delegates to gain knowledge and understanding of the COBIT5 guidance, understand the enterprise governance and management of enterprise IT, and create awareness with their business executives and senior IT management. It provides the student with a foundation understanding of the essential aspects of COBIT5 and to prepare them for the COBIT5 Foundation Certificate examination.

Who Should Attend

This course is for business managers, chief executives, IT/IS auditors, internal auditors, information security and IT practitioners; consultants, IT/IS managers requiring an insight into the enterprise governance of IT and eventual certification as a COBIT5 Implementer or assessor. There is no specific pre-requisite for this course

Course objectives

• Key elements of Governance of Enterprise IT (based on ISO 38500)
• Five main principles of COBIT®5
• Seven enablers (Principle, processes, organization, culture, information, service, people)
• Introduction to the seven steps for implementation
• Introduction to process capability assessment (based on ISO 15504)
• Prepares delegates for the COBIT®5 Foundation examination (APMG)

Course Structure

Classroom: Classroom: This is an instructor-led classroom (physical or virtual) based course that uses a combination of lectures, group discussions, assignments and sample exams to reinforce the key learning topics, and is based on ISACA guidelines as documented in the COBIT®5 Framework for Business (available for purchase or PDF download separately)

Professional Qualification

The COBIT5 Foundation Certificate, which is a pre-requisite for both the COBIT5 Implementation certificate and the COBIT5 Assessor certificate. The format for the exam paper is 50 multiple-choice questions. It is a supervised, closed-book exam – the duration of which is normally a maximum of 40 minutes if taken in the delegate’s native language

This ITIL® Foundation training course provides IT managers and practitioners with a practical understanding of the key concepts, principles, processes and functions that enables successful IT Service Management provision. It also prepares delegates for the ITIL Foundation Course Examination. The course is based on the ITIL best practice service lifecycle approach.

Who should attend!

This ITIL course is for IT managers and practitioners involved in the strategy, design, and implementation and on-going delivery of business-used IT services and who require an insight into Service Management best practice. There is no specific pre-requisite for this course.

Course Objectives

• Enables delegates to understand how an integrated IT Service Management framework, based on ITIL best practice guidelines, can be adopted and adapted in their own organization
• Provides an overview of the main concepts such as service, value, functions, processes and how they interact
• Prepares delegates for the ITIL Foundation examination (2011 edition).

Course Structure

Classroom: This is an instructor-led classroom (physical or virtual) based course that uses a combination of lectures, group discussions, assignments and sample exams to reinforce the key learning topics, and is based on AXELOS Best Practice Guidelines as documented in the ITIL Service Lifecycle books (available for purchase separately).

Professional qualification

The Foundation Certificate in IT Service Management, which is a pre-requisite for all other ITIL-based courses. The format for the exam paper is 40 multiple-choice questions. It is a supervised, closed-book exam – the duration of which is a maximum of 60 minutes. Successful candidates will be awarded 2 credits towards the ITIL Expert qualification.

1. Facilities Management Basics
2. Facilities Project Management
3. Funding and works fundamentals
4. Facilities Management Sustainability
5. Leadership and Strategy in Facilities Management

Module 1                Facilities Management Basics

• Introduction to Facilities Maintenance
• Hard & Soft Services
• Facilities Management Basic rules
• Facilities management Sustainability
• Risk Management
• Efficiency and cost control
• Operations and Maintenance
• Operations and Maintenance Planning
• Assets and Facilities valuation
• Operations and Maintenance Management Automation
• Assets Management
• Service Level Agreement
• Key Performance Indicators

Module 2                     Facilities Project Management

• Introduction to Project Management
• Project Manager
• Project Management Procedures and “Life Cycle?”
• Projects Failure reasons
• Preparing Project’s scope
• SWOT Analyses
• Project Planning
• Considering 5C & 5M Analyses
• Gantt Chart
• Project Implementation
• Points Control
• Communication & Changes
• Project Evaluation
• Contract Termination and Outputs Assess

Module 3                     Funding and Works Fundamentals

• Funding & Works Importance for Facilities Management
• Where to get Funding For Facilities Management
• Facilities Management’s Capital Cycle
• Basic Accounting Works
• Budgets and Financial Statements for Facilities
• Facilities Management Works Feasibility Study
• Costs Concepts & Control
• Main Criteria for Purchase and Procurement
• Contract Administration types in Facilities Management
• Ensure Continued Facilities Activities
• Accidents that may take place in Facilities

Module 4                    Facilities Management Sustainability

• Definition Of Sustainability
• Tri-Dimensional sustainability (Environmental, Economic, Social)
• Sustainability Impact on Facilities Management
• Sustainable Sites
• Site Selection Criteria
• Materials and Resources Management
• Indoor Environment Quality

Module 5                   Leadership and Strategy in Facilities Management

• Introduction to Strategic Planning
• Leadership and Management Introduction
• Who is the leader?
• Strategic Planning
• Facilities Management Strategy
• Behaviors and institutions
• Stimulus
• Organizational Structure
• Organizational Structure Concept
• Communications Management
• Develop an effective team
• Facilities Management Operations Quality

What is CMMS?

• Computerized maintenance management system (CMMS)

• Work order management

• Planning and scheduling

• Asset management and tracking

• Resource management

• Management Reports

Primary Data

• Provides the coordination of information.

• Set-up codes in the system Work Trade, WO categories, Failures etc.

• Define background information which will be used by the other modules – example: supplier/vendor lists, employee data, bill of materials etc.

• Populated prior to roll-out of the CMMS.

• Codes defined by Management

Locations

• Location can be organised by assigning codes. This would help the user to locate buildings, floors and rooms easily.
• Users can also use location codes to raise service work order
• Register a new physical location
• Mandatory fields (Location No & Description)
• Modify the details of an existing physical location
• View work order history

Employee

The employee module provides you with the facility to record and manage your employee data.

It stores data for every personnel employed in your company which you want a record of maintenance activities.

To view assets for which an employee is authorized/trained to operate and maintain.

Assets

• Record assets within the organisation.
• Tracks the historical maintenance data by asset
• Tracks warranty / contract status
• Ability to assign spare parts / component list to individual assets for easy reference.
• Register a new asset
• Mandatory fields (Asset No & Description)
• Modify the details of an existing asset
• Create a Bill of Material (Spare Parts List)
• Attach a Bill of Material to an Asset
• Assign relationships
• View work order history

Material 

The primary purpose is to keep track parts as they move in and out of the warehouse and to improve material accuracy, manage costs and reduce “out of stock” delays.

 Tracking of parts and equipment issues, transfers and returns are critical to a productive maintenance organization.

Material

• Store management module

• Documents transactions. Received, Issue, Return and Adjustments

• Integrated with Work Order Module for capturing work order material cost.

• Issues can be done either at the Inventory Module or in Work Order.

• Report reminder when to purchase parts using Min, Max & Reorder lever.

Work Request

Work Request is a way for non-maintenance personnel to raise or highlight problems to the plant maintenance department.

It is a simplified Work Order screen for use by personnel who are not day to day users of the system.

For any work to be carried out, a work order is typically generated from the request module by an authorized personnel.

Work Orders

Function 

• Management of all maintenance activities

• Generate, view and close maintenance work orders

• Can be raised for assets as well as physical locations (non-asset activities)

• Enables tracking of maintenance activities and tracking of maintenance cost.

Preventive Maintenance

• Preventive maintenance is regular work with a primary focus, which is to prevent something from going wrong.

• A PM is a template in which you use to generate work orders.

• A PM specifies the task that defines the work to be performed and the frequency to which it is performed.

Basic Steps For Starting PM’s 

• Generate the PM Tasks for individual assets / equipment.

• Finalize frequencies of each task.

• Schedule the PM activities manually first using a spreadsheet. Confirm that the tasks are spread equally.

• Generate PM Work Orders for the activities.