All right I think we can get kicked off here I see we've got a couple of our customers and a few people in in the queue so anyway we're g to be talking about insights today my name is Marc Madigan I'm the head of customer experience here at Steelhead go to the next slide here so our our goal today is to get kind of go over what insights are how they work what they're designed to do and then how to actually use some of them for business analytics and driving better
decision making at your shops so what we're we're going to cover today is first of all how does the insights tool work and then I'm going to go into some specifics on how do you actually modify the report tables how do you modify the charts and customize them to what you need to see and then a couple case studies for how to actually do some different analyses and things that you can do with these these aren't intended to be all inclusive but just more to give you kind of an idea of what's possible
so if you have any questions during the demonstration please go ahead and just drop those in the chat and then we'll try to get to any questions that you have at the end so with that oops so first of all I want to kind of oops so first of all I want to kind of oops so first of all I want to kind of cover the the why of what insights are intended to do so the way that this has kind of come around with steelhead is that for you know the first the first part of our existence as a company we we we saw
that we had a lot of customers with different needs for things that they wanted to understand about how their businesses operate and what we started seeing was that there were there were a lot of things that people were looking for that would help them make better decisions and drive drive better decision- making on the part of anything related to finance or you know how processes work and that kind of thing so what we decided to do with insights was give a kind of a tool set that comes standard
with steelhead to prepare people to better understand how their business operates and completely understand every aspect of what's going on in your shop give you the power to identify areas where you can improve make better decisions and then ultimately make more money so that's kind of what the the purpose of insights is so let's get into some of the specifics on what we're actually going to be covering here get out of this for a second so are you still seeing my screen here yes yep cool okay so
the first thing I want to do is just kind of go into how do we how do we just simply modify some of the tables with insight's perspective tool so I'm going to just start with kind of a simple example so if we go into here I'm going to use the invoice Reconciliation Report as kind of just a a starting point for us so if we're looking here you can see this is the results of of what the invoice Reconciliation Report looks like so basically what we're looking at is all invoices and everything that's
kind of captured here so if we want to dive into this a little bit more I'm going to just try to give some helpful tips as you're doing these things that I think would be helpful for anyone that wants to modify these if you you can kind of toggle on and explode these out you can go individually but if you also do like a shift click here that just kind of explodes everything so you can see everything all at once without having to open up one by one so first thing I want to do kind of point out there's
a lot of ability to kind of customize these and make them your own so you can do things like the white is kind of giving you a headache you can kind of modify the the layout and how this looks you can kind of expand these out make them as big or as small as you want you can filter by you can see I'm ordering by just clicking along the top toggling so I'll expand a couple more of these out another thing that you can do is you're not limited to seeing what you have here so if you want to you can go
into where it says configure and then you can actually start by kind of toggling on what columns show so what I'm going to do just as an example is I'm going to get rid of most of these and just kind of leave these two for right now and I'm just going to kind of leave it just like that and then one thing that's possible with perspective is that you can also create new columns here based on the data that's already in the table so I'm going to create a new expression column is what they're called
so we already have a subtotal column and that's here but what I'm going to do just for this example is recreate it to kind of show you how this can work and then you can think of ways that you can apply this for your business so I'm going to go to new column like this I'm going to call this give it a unique name here then and then so all we have to do for an expression is you can basically just like tag any column that's already in here so I'm going to do and quotes and then when I when I do this
then I can actually create a new column based on these two other columns that I've got here and then I can add this in just like that and then also another thing that's kind of cool that you can do is you can drag these columns around rearrange them you can also style them the way you want so you can see this one kind of comes ready with the the blue already there but what I going to do here I'm going to go to style I'm going to disable the foreground color and then for my background I'm just going
to do like a gradient so I can kind of see kind of like the hot spots here right so there's there's a lot of ways you can use this but I'm just kind of demonstrating what the capability looks like so you can you can do all kinds of different things here so you can if you want to start splitting this out or grouping them you can do things like Group by customer so now these are Group by customer I'm also going to do order by I'm actually going to take that off first order by customer so now you can
see like these are in customer order I can see here that these aren't quite grouping the way that I want so if I actually go by customer first and then your month now they're in customer order with the month as like a secondary thing so I would encourage you you know go through your tables and arrange them in a way that is most helpful for what you want to see and then when you're done with that there's a few things you can do you can also first of all if you want to save this you want to come back
to it and not have to recreate it every time you can go ahead and save your configuration so I'm just going to call it default demo and save that as a new configuration is oh oops I was no it's okay go ahead sorry I was going to say when you save it as if I save it like Roy cost or whatever right will it just be seen on my screen or can everybody see it that's going to be across everyone in your domain so anyone else that has access to this page will be able to see any configurations that you save
okay thank you so yep no problem so yeah so if I do that then I can I can always come back to my configuration that I save here some other things that you can do there's obviously some different analyses that you might want to do outside of just this editor so you can also go to export and you can export this as a CSV so I'm just going to go ahead and save invoice wreck like that and then I can save that and then open it up as an Excel file and then I can do whatever analysis I want that way or
you can export it and put it into you know a third party platform if that's what you want to do with it or you know just save kind of a cold copy you can also do that with charts so any data that is feeding into these charts allows you to export that as a CSV but the charts also let you save as an image as well so if you want to put if you get a chart that you like you want to put it in some kind of a report or something like that you've got the option for that too so I think that's that's the first
part for tables we can come back to any questions at the end too if we have them so I think for the next step I want to get into how are we going to actually look at modifying some of these charts so if I go back to up at the top charts so if I go back to up at the top charts so if I go back to up at the top here this is a new chart that I actually like so with customer experience I obviously really focus on churn so I love to see that we're kind of feeding same philosophy into our insights with
our customer turn report which is pretty cool so one thing I always do is when I open these up I want to get a good idea of what it is that I'm looking at so at the bottom of every insights report there's this little gray button that lets you see what exactly is this report looking at how are the numbers defined just a lot of good info in here so reading through this I can see that this field here lost customer definition is a setting that we need to modify if we want this to be of any use to us
so one thing that's kind of cool is that rather than having everything just in the domain settings this little gear icon up at the top gives you the settings that are just for insights so in here I can go down to the bottom I so in here I can go down to the bottom I so in here I can go down to the bottom I can see all right here's our lost customer definition and I can see that you know if a customer hasn't entered an order for six months we identify them as lost well to me six months is pretty
long so I'm going to go ahead and I'm going to say let's say two months if they're buying stuff and then all of a sudden they go dark for two months then we probably want to trigger some kind of an Outreach so we'll save that okay so now what I'm seeing I've got my turn rate and my cumulative turn rate so that's just like kind of the turn rate accumulating over time but because these are both in the same axis using the same units not kept getting quite the Discrimination that I want in this chart
so I'm going to go ahead and move this cumulative turn rate over to the right side all I got to do is hover over here and then click and then all of a sudden because the scales are different then I can see a little bit more granular what's going on here and then the next thing I can see is that well now that I've got this axis on the right side my Legend is kind of in the way so I'm going to go ahead I can actually grab this and move it and then I can make it a little bigger as well so these are
pretty highly modifiable so the first thing I want to do here I want to really kind of focus in on on this couple months right here because that's what it looks like things are happening so I'm going to go into my configure and then all the commands that you have here basically are are telling your chart what it is that you want to see so the one I'm going to do right now is this where so I'm interested in seeing the results where the month is greater than and let's say right here maybe 20 2309
so then that limits up the back end and then I also don't really care so much about what's going on over here so I'm going to grab this and do a month again I'm going to say month is less than 2024 08 so I've kind of zoomed in on my chart a little bit now some other things that you can do so you can also add Fields into here on your graph so I'm interested in the turn rate the cumulative turn rate but I also want to see let's maybe take cumulative off and let's see what's my total number of active
customers and what's my total number of lost customers and so now I can see all these in the same chart too so if I take this and put that over to the right side again and that kind of evens that out and I can have a little bit better visibility on what actually is going on another thing you can do here is that you can adjust the kind of chart that you're looking at so right now this is a y line chart I'm going to go ahead and switch this to XY line chart and that gives us a little bit more clarity
so obviously when I switch that the chart gets a little bit confused and I've got to give it better data so what I want to do here now is I'm going down to what is my definition for the x- axis and the y- axis so I want my x-axis to be month and I don't want it to be a count of the month I want it to be any right so there goes that and then now my active customer count is already here so this is pretty good another thing that you can do it's kind of cool is some of these CH types is that when you
have XY line is one that does this you can actually kind of like zoom in and out kind of like dial in on what you're looking at and then if you kind of get to a point where it's not really helpful anymore you just reset zoom and then it will just kind of automatically capture them in and the max last thing I want to show for this one is that there's also this option for Tool tips so the tool tip is when you hover over something the little dialogue box that pops up that's your tool tip so in here
I want to see on my tool tip so in here I want to see on my tool tip so in here I want to see on my tool tip I'm G to make this a little bigger so I can see all my columns I want to see just not how many active customers I have but I want to see customers that I lost and also new customers so I'm going to put those in there too and then now when I hover over this I can see all right so I have a total of 49 customers and then new seven and didn't lose any and then I can kind of see that for every
month and so obviously there's a lot of other columns in here that we can do things with but just for the sake of demonstration there's obviously a lot of different things you can do so you know don't be afraid to dream big and come up with an analysis that you think is going to be helpful for you got a couple more examples I can give here so the next one I want to do is getting a little bit more into the analysis side not so much how to just manipulate the charts but actually how to dive in and
and start seeing where there are things that you can be improving with your business so example that I've got for that is under quality management we've got one for rework events and so I can see here like my rework isn't really telling me a whole lot I can see there's some variability here but I really want to try to drill down so what I'm going to do here is I'm going to go to configure I'm going to switch this to a y bar type and now I can see it like this and then now what I'm going to do is
I'm going to go into splitting this up by rework category so grab rework category I'm going to put it here and then now I can see oops not category ID category that's the what I want okay so now I can see the different types of rework that are contributing to the total now looking at these categories unspecified doesn't really help me all that much and I really want to try to focus on the ones that I know what's going on so what I'm going to do is I'm going to go into my where so I I want to see
results where rework category is not equal to unspecified okay and now we're getting some more right so I can look at this and I can see all right I'm seeing a lot of blue over here and I'm not seeing it over here and it looks like there's kind of an increasing Trend right so that's bad masking I want to take another look at this so what I'm going to do is I'm going to clear this out going to go back to equals and I want to see just bad masking and now we can see this there's clearly some kind of
a trend going on right so at this point I'm scratching my head a little bit and trying to understand why am I seeing more bad masking in the last couple months like what's going on that's increasing this now I might not be able to find the answer directly in here but what I can do is I can point myself in the right direction so I'm going to take off my split by and I'm going to go grab this detected by field I'm going to put my split by right here and now I can see all right who's finding these
bad masking jobs and I can see here Brent found a couple of them looks like what was that July and then some more in August so I'm probably going to go walk over and find Brent and say Brent how's that new guy that you hired for maskin working out what's going on there and then this is where you can kind of lead into a discussion about why are we seeing more of this this problem so again just an example but it's a one one way that you can kind of dive into rework so I can go I've got a couple more
examples we can go through next one if we look at on the production side so this actually is an example that one of our customers recently found so I'm looking at dock to do time basically what this report is showing if I go down to the bottom and describe it again right this is showing me how much time it takes for parts to go all the way from the point that they receive to the point where they're Shi again and right now we've got this filtered by process so I can see there's some variability here
and there there's one that's catching my eye right away and that's this brown line here so I can see for the most part they're kind of trending down or you know looking okay but I I see in this brown line there's this big spike in January so I'm curious what this is so I'm hovering over this I got my tool tip and I can see that my process here is autoline powder coat so what I'm going to do is I'm going to go over to configure and I want to see on where I want to see results where my process is
equal to autoline powder coat okay now I can see here what's going on now I'm looking why why is there this spike in January what's happening and now this is where I would dive into my table down here and I can see what's going on in my table right so I'm looking at specifically for January I can kind of explode this up I want to look specifically at the autoline powder coat process and I can see okay I've only got one work order here and when I look at this I see this work order took 193 days to
complete like that that's not really good so what I want to do I'm going to actually click on this hyperlink here and go check out that work order I'm going down to my part transfer and I can see from here all right we've got some numbers that look a little concerning so it looks like Lars here took 10 weeks to move the parts from receiving to ready for shipping and then Brent took 16 weeks to make a packing slip so at this point I'm going to go talk to LS and say all right like what's taking 10
weeks here what's going on when we talk to Brent like how does it take 16 weeks to make a pack and slip again so again example of how you can look at your dock to do and figure out all right are there pickups in my production what's going on are there things that we need to address so just kind of an example of how that could look then I've got one more example here before we get into our QA back into here and this time I'm going to look at I I have some suspicions about what's happening with inventory
in my shop and I want to see what's going on I think there's some batches that might be some some weird things are happening I want to kind of investigate a little bit so I'm going to go into the supply chain and then I'm going to look at my inventory over time report now we got a fairly nice clean graph here but there's not not a whole lot that we can see and right now what we're looking at is this is just our total value so what I want to do first is I'm going to switch this over to quantity instead
of that I'm going to take my total value off and kind of the same Trend a little bit more exaggerated maybe I want to see well that's not really helpful for me so what I'm going to do I'm going to grab my inventory item and I'm going to split by that the problem that happens when do this I can see oh I've got so many inventory items just doesn't really work so instead of inventory item I'm going to get rid of that and I'm going to try inventory type instead okay so now I'm seeing that all of my
variability here is almost all accounted for by this gray line which is part number inventory so well part numbers aren't the inventory that I'm really concerned about right now so what I'm going to do I'm going to go back to my filter here I'm going to say where I want to see results where in inventory type is not equal to part number that's what I want okay and so now what I'm looking here all right now I see my chemicals have got a lot of variability going on so I want to check on that a little
bit so now I'm going to switch this instead of saying where inventory type is not equal to part number I'm going to clear that out I'm going to say I want to see where inventory type is equal to chemicals and now that we've got just the one I can go back to my split by and the one I can go back to my split by and the one I can go back to my split by and then now I can grab the item and I can see that for the most part things are looking pretty stable except for right here and this inventory item
is sodium hydroxide so now I'm going to go back I can see sodium hydroxide looks like it's kind of a cause of concern here so now I'm going to get rid of this and I'm going to say where if I can type inventory item is equal to slum hydroxide and now I can see this drop now what I want to do is split it one more time so I can get rid of the item now and now I want to go into the specific batches so what I'm going to do is I'm going to grab my batch I'm going to split my batch and then here I can
see right like I I see some expected usage happening here but up at the top I see that in the here but up at the top I see that in the here but up at the top I see that in the month of March at the end of March I the month of March at the end of March I had 932 gallons and then in April I've got nothing so where did that 932 gallons go so that's my first question so what I want to do is now that I have so what I want to do is now that I have so what I want to do is now that I have this I could do
a few things I could just go right to inventory batch 31 959 or I could go down to my inventory operations and look specifically at my inventory depletions which are here so I'm going to go into inventory depletions look at my chemicals look at my sodium hydroxide and then I can see here that's that same batch that we were just looking at up top and then I see here I've got 9914 gallons all depleted all at once so what's going on with that I'm going to go to my inventory batch click here and then
now I can see all right we saw 9914 gallons depleted all at once by none other than Mr Dean here so this is where I go say Dean like did you spill this or you know did you take get out the back door and sell it at a discount or what happened so just a way to find an analysis on you know what's happening with inventory so the take-home message that I want to kind of communicate is that there's all kinds of different things you can do you can you can spend a lot of time doing detective work in here
and trying to figure things out but what my recommendation is is for you to go through and identify what are the charts and the tables and the views that you want to see that you want to look at that are going to be most helpful for you and then try to figure out a way to make that like find find a way to get the story out of the numbers right like just looking at numbers doesn't really help all that much but if you can find the narrative and understand the story of what's going on by using these
tools then then that's where you're positioned to make better choices for your company so I think with that can probably FP back to this and then I think we've got a couple minutes left I do have a hard stop at 1:30 here but you know for the last couple minutes open in questions that you have Glenn I see you've got your hand up yeah you bet thanks Mark for this it was beneficial for sure I've been looking at this and trying to figure out how to use a little better so that's good I still have a couple
of things so in here if there are columns that or data points that we don't have listed in the insights what are our options for that that we want to try and split by or to look at oh so you're talking about getting additional columns into insights yeah like if there's something I know we've had some conversation about on the quality management side some custom fields that we have in our set versus what's showing up in here but are there standard ones like have you guys selected just everything
that's available in each of the database tables that we can pick or have you kind of had to make a selection yeah so that's one thing I didn't quite cover at the beginning that maybe I should have so the production database that we have is what basically runs your day-to-day with steelhead the database that that we have for reporting is a subset of that and that actually maybe I should flip back to steid for a second here so how that works is that if you can see up at the top right your reporting
data is current so this regenerates every night overnight but it doesn't necessarily include everything that's in production just because the the complexity of what's in there could just actually absolutely explode this and make it so that the performance is just not not going to function so for example with quality I think we did end up being able to get for at least for some of these if you look at believe it was this report actually the NCR overview we were able to get a lot of the custom inputs
here and partially Glenn you know this was due to your feedback you know so much of the important information specifically around quality does come in the form of these custom inputs so these are available in here now but if there if there are other fields that you think are going to be beneficial for you to see that that you're not currently seeing that that's where you should have a discussion with with Carl I believe is your CSM and so Carl is the best person on our side to take that back to
engineering and say look like you know we're not getting the analysis that we need for these guys because we don't have this input so that's where we can have a discussion with our engineering team and say is it possible to pull this in here in a way that's not going to absolutely destroy productivity and Destroy performance yeah fair enough so I think that's that was the NCR one was just an example but like as I play with it more they're likely going to be cases where we have to ask about something
else so okay and and more often than not th those things that you want to see when we understand what the use cases for the the data that you're requesting then that that's where it makes sense for us that we got to find a way to get it in that we got to find a way to get it in that we got to find a way to get it in so yeah please please do share any ideas that you have for things that you want to see in here another point I guess to that effect is more than just specific column right like these
reports that we put in right these are the reports that we find are the most valuable and that's why we build them in the order that we do It's a combination of what's the most valuable versus what's possible right so if you have ideas for more reports that you want to see you know we we fully intend on investing heavily in this tool and seeing you know many many more reports in each of these sections so that's you know those ideas for what analysis you want to see like that that's part of what
helps us make steel more valuable to everyone and that's that's what we want to do so sound thank you all right any other questions yeah cost tab is this still coming the costing yes that's that is planned so getting the transaction costs and all the different costing from margins is it's a technical challenge so that it does exist in a few different places in here so on the sales order if you go to show margins you can see these here but getting these into a format that's reportable in the same
way that insights is reportable there are some challenges there that we're working through but but we are planning on having that released sometime in the fall okay actively being worked right okay appreciate the comment we'll likely be reaching out as you're well aware anytime we have a really interested user we're we're we're super excited to get that in front of you U even before we once we even have it in the beta format so we we'll reach out and continue to engage on that but absolutely coming
Rec resources are allocated and working on that currently awesome thank you Jee all right any other questions all right everyone well thank you for your time I hope this was valuable for you and as always reach out to our support team your customer success manager for any questions and we'd be happy to work through helping you set these up and U making sure that they're valuable for you thank you thank.