{"id":8482,"date":"2022-06-07T21:26:47","date_gmt":"2022-06-07T19:26:47","guid":{"rendered":"https:\/\/www.leaplytics.de\/?p=8482"},"modified":"2022-06-07T21:37:03","modified_gmt":"2022-06-07T19:37:03","slug":"kdy-ma-business-intelligence-pro-male-a-stredni-podniky-smysl","status":"publish","type":"post","link":"https:\/\/www.leaplytics.de\/cs\/kdy-ma-business-intelligence-pro-male-a-stredni-podniky-smysl\/","title":{"rendered":"Business Intelligence pro mal\u00e9 podniky - Kdy m\u00e1 smysl?"},"content":{"rendered":"<p>Kdo zn\u00e1 budoucnost, m\u00e1 n\u00e1skok! P\u0159e\u010dt\u011bte si v na\u0161em t\u0159\u00edd\u00edln\u00e9m \u010dl\u00e1nku, pro\u010d je Business Intelligence d\u016fle\u017eit\u00e1 zejm\u00e9na pro mal\u00e9 a st\u0159edn\u00ed podniky (MSP), jak n\u00e1ro\u010dn\u00fd je vlastn\u011b prvn\u00ed krok, ale jak\u00e9 jsou tak\u00e9 z\u00e1sadn\u00ed v\u00fdhody a jak m\u016f\u017eete k cel\u00e9mu t\u00e9matu p\u0159istupovat efektivn\u011b. T\u011bmito 3 zaj\u00edmav\u00fdmi d\u00edly s\u00e9rie \u010dl\u00e1nk\u016f v\u00e1s sv\u00fdmi zku\u0161enostmi a odborn\u00fdmi znalostmi provedou odborn\u00edk na controlling a \u0159\u00edzen\u00ed mal\u00fdch a st\u0159edn\u00edch podnik\u016f Andreas Malik a specialist\u00e9 na business intelligence a zakladatel\u00e9 jednoho z p\u0159edn\u00edch poskytovatel\u016f vizualizac\u00ed dat a dashboard\u016f v oblasti Power BI a Qlik Sense Stefan Preusler a Dominik Galsheimer. V prvn\u00ed \u010d\u00e1sti se pod\u00edv\u00e1me na to, pro\u010d se Business Intelligence a mal\u00e9 a st\u0159edn\u00ed podniky dob\u0159e dopl\u0148uj\u00ed. Druh\u00e1 \u010d\u00e1st se zab\u00fdv\u00e1 jasn\u00fdm ur\u010den\u00edm v\u00fdhod, a tedy nalezen\u00edm spr\u00e1vn\u00e9ho okam\u017eiku pro jej\u00ed spu\u0161t\u011bn\u00ed. T\u0159et\u00ed \u010d\u00e1st v\u00e1m pak uk\u00e1\u017ee d\u016fle\u017eit\u00e9 prvn\u00ed kroky pro implementaci a zaveden\u00ed<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p><strong>\u010c\u00e1st 1: Pro\u010d se BI a mal\u00e9 a st\u0159edn\u00ed podniky dob\u0159e dopl\u0148uj\u00ed<\/strong><\/p>\n\n\n\n<p>V dob\u011b kriz\u00ed, v\u00e1lek a st\u00e1le rychlej\u0161\u00edch zm\u011bn v podnikatelsk\u00e9m prost\u0159ed\u00ed je pro firmy d\u016fle\u017eit\u00e9 v\u010das reagovat.<\/p>\n\n\n\n<p>Pro zvl\u00e1dnut\u00ed t\u011bchto v\u00fdzev je nutn\u00e9 analyzovat data o v\u0161ech podnikov\u00fdch procesech, aby bylo mo\u017en\u00e9 je smyslupln\u011b shrnout a co nejv\u00edce zkr\u00e1tit dobu pot\u0159ebnou pro p\u0159\u00edpravu informac\u00ed d\u016fle\u017eit\u00fdch pro rozhodov\u00e1n\u00ed. Tento \u00fakol pln\u00ed takzvan\u00e1 Business Intelligence (BI). BI je souhrnn\u00e9 ozna\u010den\u00ed pro metody a procesy systematick\u00e9 anal\u00fdzy dat.<\/p>\n\n\n\n<p>Je\u0161t\u011b p\u0159ed n\u011bkolika lety byl BI vyhrazen velk\u00fdm spole\u010dnostem. Zejm\u00e9na z hlediska vysok\u00fdch n\u00e1klad\u016f na \u0159e\u0161en\u00ed BI nebyla Business Intelligence pro st\u0159edn\u011b velk\u00e9 podniky zaj\u00edmav\u00e1. Mezit\u00edm v\u0161ak BI dorazila i do mal\u00fdch a st\u0159edn\u00edch podnik\u016f (MSP). Jak jsou v\u0161ak tyto mal\u00e9 a st\u0159edn\u00ed podniky definov\u00e1ny? <\/p>\n\n\n\n<p>Pro v\u011bt\u0161inu <strong>velmi mal\u00e9<\/strong> <strong>podniky<\/strong> (definice EU &lt;10 zam\u011bstnanc\u016f obrat &lt; 2 miliony EUR ro\u010dn\u011b) datov\u00fd model je zvl\u00e1dnuteln\u00fd a je mapov\u00e1n pomoc\u00ed MS-Excel. Zde vybran\u00e9 z\u00e1kladn\u00ed hodnoty a kl\u00ed\u010dov\u00e9 \u00fadaje \u010dasto posta\u010duj\u00ed pro m\u011bs\u00ed\u010dn\u00ed anal\u00fdzu odchylek. Prezentace se prov\u00e1d\u00ed na jedn\u00e9 str\u00e1nce DIN-A4 s v\u00fdkazem zisku a ztr\u00e1ty, rozvahou a \u00fadaji o likvidit\u011b. Krom\u011b toho jsou prezentov\u00e1ny informace o stavu zak\u00e1zek, produktivit\u011b (resp. vyu\u017eit\u00ed kapacit) a obecn\u00fdch ud\u00e1lostech na trhu.<\/p>\n\n\n\n<p>Na adrese <strong>mal\u00e9 spole\u010dnosti<\/strong> (10 - 50 zam\u011bstnanc\u016f, tr\u017eby 2 - 10 milion\u016f EUR ro\u010dn\u011b) je syst\u00e9m kontroly pon\u011bkud rozs\u00e1hlej\u0161\u00ed. Krom\u011b v\u011bt\u0161\u00edho po\u010dtu kl\u00ed\u010dov\u00fdch \u010d\u00edsel a anal\u00fdz odchylek je obvykle k dispozici tak\u00e9 n\u00e1hled\/progn\u00f3za.<\/p>\n\n\n\n<p>V p\u0159\u00edpad\u011b <strong>st\u0159edn\u011b velk\u00e9 spole\u010dnosti<\/strong> (50 - 250 zam\u011bstnanc\u016f, tr\u017eby 10 - 50 milion\u016f EUR ro\u010dn\u011b), jsou krom\u011b podrobn\u00fdch hodnot, kl\u00ed\u010dov\u00fdch \u010d\u00edsel a anal\u00fdz zohledn\u011bny tak\u00e9 informace relevantn\u00ed pro budoucnost. P\u0159itom je kladen d\u016fraz na vyv\u00e1\u017eenou a p\u0159ehlednou hustotu informac\u00ed.<\/p>\n\n\n\n<p>\u0158e\u0161en\u00ed BI nejsou hotov\u00e9 syst\u00e9my; nastavuj\u00ed se individu\u00e1ln\u011b pro danou spole\u010dnost (p\u0159izp\u016fsoben\u00ed). Je navr\u017eeno s ohledem na p\u0159\u00edslu\u0161n\u00e9 po\u017eadavky spole\u010dnosti. Pe\u010dliv\u00fd n\u00e1vrh m\u00e1 z\u00e1sadn\u00ed v\u00fdznam pro p\u0159\u00ednosy a prakti\u010dnost syst\u00e9mu BI.<\/p>\n\n\n\n<p><strong>Koncepce BI aneb \"Jakou anal\u00fdzu m\u016f\u017ee z\u00e1kazn\u00edk vid\u011bt ve sv\u00e9m kokpitu?\"<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\" type=\"1\"><li>V prvn\u00edm kroku by m\u011bl b\u00fdt definov\u00e1n c\u00edl budouc\u00edho BI, kter\u00fd je specifick\u00fd pro danou spole\u010dnost. Za t\u00edmto \u00fa\u010delem mus\u00ed podnikatel\/controller formulovat, jak\u00e9 kl\u00ed\u010dov\u00e9 \u00fadaje a hodnocen\u00ed chce na konci m\u00edt.<\/li><li>V dal\u0161\u00edm kroku jsou tyto po\u017eadavky up\u0159esn\u011bny a konkretizov\u00e1ny. 3.<\/li><li>Pro z\u00edsk\u00e1n\u00ed kl\u00ed\u010dov\u00fdch \u00fadaj\u016f\/informac\u00ed je t\u0159eba prozkoumat, kter\u00e9 \u00fadaje jsou ji\u017e k dispozici a kter\u00e9 jsou je\u0161t\u011b pot\u0159ebn\u00e9. Je t\u0159eba vyjasnit zdroje dat.<\/li><li>Syst\u00e9m v\u00fdkaznictv\u00ed je navr\u017een na z\u00e1klad\u011b d\u0159\u00edve definovan\u00fdch kl\u00ed\u010dov\u00fdch \u00fadaj\u016f a anal\u00fdz.<\/li><li>Propojen\u00ed relevantn\u00edch dat z r\u016fzn\u00fdch zdroj\u016f (vytvo\u0159en\u00ed datov\u00e9ho skladu).<\/li><li>Propojen\u00ed datov\u00e9 z\u00e1kladny s po\u017eadovan\u00fdm syst\u00e9mem v\u00fdkaznictv\u00ed.<\/li><li>V\u00fdsledek: kokpit specifick\u00fd pro danou spole\u010dnost<\/li><\/ul>\n\n\n\n<p><strong>Syst\u00e9m BI versus Excel aneb \"Kdy p\u0159ej\u00edt z Excelu na syst\u00e9m BI?\"<\/strong><\/p>\n\n\n\n<p>Pomoc\u00ed MS-Excelu m\u016f\u017eete v dne\u0161n\u00ed dob\u011b prov\u00e1d\u011bt mnoho anal\u00fdz a vytv\u00e1\u0159et mal\u00e9 automatizace (makra VBA). V\u00fdhodou je, \u017ee je k dispozici v ka\u017ed\u00e9 firm\u011b, lze jej rychle implementovat a je tak\u00e9 levn\u00fd.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Jako <strong>velmi mal\u00e9<\/strong> <strong>podniky<\/strong>, co\u017e obvykle sta\u010d\u00ed. Zde m\u016f\u017ee m\u00edt smysl zjistit s pomoc\u00ed odborn\u00edka na controlling, zda jsou tato hodnocen\u00ed dostate\u010dn\u00e1 pro \u00fasp\u011b\u0161n\u00e9 \u0159\u00edzen\u00ed spole\u010dnosti.<\/li><li>Jako <strong>mal\u00e1 spole\u010dnost<\/strong>, hodnocen\u00ed v aplikaci Excel pro podnikov\u00e9 \u0159\u00edzen\u00ed rychle dos\u00e1hne sv\u00fdch limit\u016f. Vysok\u00e9 manu\u00e1ln\u00ed n\u00e1klady jsou n\u00e1chyln\u00e9 k chyb\u00e1m, \u010dasov\u011b n\u00e1ro\u010dn\u00e9 a jednorozm\u011brn\u00e9. V tomto okam\u017eiku m\u00e1 smysl zab\u00fdvat se v\u00fdhodami BI. Nejjednodu\u0161\u0161\u00ed je domluvit si nez\u00e1vaznou konzultaci.<\/li><li>Jako <strong>st\u0159edn\u011b velk\u00e1 spole\u010dnost<\/strong>, je pro \u00fasp\u011b\u0161n\u00e9 fungov\u00e1n\u00ed podniku nezbytn\u00e9 m\u00edt syst\u00e9m BI. Se syst\u00e9mem zalo\u017een\u00fdm \u010dist\u011b na MS-Excel ztrat\u00edte spoustu \u010dasu a pen\u011bz.<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>Druh\u00e1 \u010d\u00e1st s\u00e9rie \u010dl\u00e1nk\u016f bude zve\u0159ejn\u011bna p\u0159\u00ed\u0161t\u00ed t\u00fdden. Zde se do\u010dtete, pro\u010d je ur\u010den\u00ed spr\u00e1vn\u00e9ho \u010dasu pro zaveden\u00ed BI n\u00e1ro\u010dn\u00e9 a jak tento \u00fakol zvl\u00e1dnout. <\/p>\n\n\n\n<p>V p\u0159\u00edpad\u011b dal\u0161\u00edch dotaz\u016f jsme v\u00e1m k dispozici:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.leaplytics.de\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-07-203456.png\" alt=\"\" class=\"wp-image-8481\" width=\"834\" height=\"447\" srcset=\"https:\/\/www.leaplytics.de\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-07-203456.png 600w, https:\/\/www.leaplytics.de\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-07-203456-300x161.png 300w, https:\/\/www.leaplytics.de\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-07-203456-112x60.png 112w\" sizes=\"auto, (max-width: 834px) 100vw, 834px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator\"\/>","protected":false},"excerpt":{"rendered":"<p>Kdo zn\u00e1 budoucnost, m\u00e1 n\u00e1skok! P\u0159e\u010dt\u011bte si v na\u0161em t\u0159\u00edd\u00edln\u00e9m \u010dl\u00e1nku, pro\u010d je Business Intelligence d\u016fle\u017eit\u00e1 zejm\u00e9na pro mal\u00e9 a st\u0159edn\u00ed podniky (MSP), jak n\u00e1ro\u010dn\u00fd je vlastn\u011b prvn\u00ed krok, ale jak\u00e9 jsou tak\u00e9 z\u00e1sadn\u00ed v\u00fdhody a jak m\u016f\u017eete k cel\u00e9mu t\u00e9matu p\u0159istupovat efektivn\u011b. Odborn\u00edk mal\u00fdch a st\u0159edn\u00edch podnik\u016f na controlling a ... <\/p>","protected":false},"author":1,"featured_media":8480,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-8482","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","latest_post"],"_links":{"self":[{"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/posts\/8482","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/comments?post=8482"}],"version-history":[{"count":0,"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/posts\/8482\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/media\/8480"}],"wp:attachment":[{"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/media?parent=8482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/categories?post=8482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.leaplytics.de\/cs\/wp-json\/wp\/v2\/tags?post=8482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}