Microsoft Data Insights – Digital Transformation with Power BI for the CEO

I’m holding a series of training courses around the UK, more details will be published. In the first instance, on 15th September, I’ll be holding a day-long practical workshop on Working with Business Data for Busy Executives in SME Organisations in Hertfordshire, England. The cost will be £100 pounds plus VAT, food and workshop materials included, and you can also network and share experiences with other attendees who will also be running businesses, like you.

I don’t believe in a ‘stack ’em high’ approach, which doesn’t give a pleasant experience for learning. So, classes will be restricted to 12 people only, unless otherwise stated. This means that you will get a good amount of attention.

I’m doing the Executive MBA at the University of Hertfordshire Business School, I’ve also been a NED (Non Executive Director) for PASS, who are based in the United States.  As I’ve been spending time leading organisations, I’m keen to share this knowledge and expertise with the community from a data-driven, data leader perspective. The following blog post will give you a flavor of the workshop. along with some of my thoughts on Microsoft Data Insights Summit. If you have any questions, please pop them in the comments box and I’ll read them from there.

Here are my slides from Microsoft Data Insights Summary, combined with some of the slides from the keynote by James Phillips, held in June 2017.

Slide1

For those of you who know me, you’ll know that I have extensive experience in Tableau as well as Power BI. However, most of my consulting data visualisation is in Power BI suite of products. Why is that?

Tableau is wonderful at data visualisation, as is Power BI, of course. However, for enterprise customers, where I’m building a data warehouse, I prefer having analytics closer to the data source, perhaps in a data warehouse or data lake. I like to think about the overall business intelligence architecture. Tableau is superb at data visualisation and it also cleans and integrates data, but to a much lesser extend, which is why they partner so well with Alteryx. I don’t like cleaning data or doing repeatable analytics so close to the end reporting layer and business people seem to want to do it there, without thinking of issues such as robustness, repeat-ability and longevity in the analytical formula that they are creating. I prefer to hand off clean data and analytical formula to the reporting tool as far as possible.

I’m not thinking about Business Intelligence in terms of a spot solution for data visualisation or reporting, for example. I’m looking at the whole canvas. I prefer to clean the data and have it all fixed closer to the source, so that I can get the same number for the same report, regardless of the reporting technology that I use. With Power BI, I can stay within the Microsoft playpen of technologies. I do note however that Tableau Server is in Azure and if you are looking at analytics, that’s another option so that the analytics formula isn’t contained in disparate workbooks. Instead, they are published to Tableau Server and people can should download their workbooks there, for ‘one version of the truth’.

As an external consultant, I work with Power BI because I think it has an astonishing reach technically as well as geographically. Some of my customers are global and I really need the certainty of global resiliency.. Gone are the days when Microsoft had a lot of disparate reporting technologies that didn’t talk to one another very well and we had lots of different interfaces that used to overlap. Customers got really confused about what to use. For example, do you put your KPIs in Analysis Services, or in Reporting Services? Now:

The answer is always Power BI! Take a look:

Microsoft Data Insights Summit

Apart from Data Visualization, what is Power BI useful for?

Power BI is particularly useful for:

  • businesses that are acquiring other businesses and they need somewhere to put the data, and keep the business running in the meantime
  • cost savings
  • GDPR – if you don’t know what this is, you need to contact me to find out more. Microsoft are in the forefront of working with customers to make sure that they are compliant.

Do I still see Tableau?

Yes – some of my customers don’t need public cloud because they pop up their own data centres if and when and where they need them. So, for them, they tend to stick with what they know, and what works for them.

What Business Intelligence tools do I see less of?

I see Qlikview less and less, as customers look to align their reporting and they can replicate their Qlik scripts in SQL Server and SSRS.

I also don’t see Pyramid Analytics appearing much, and I don’t get asked often about them. According to the Gartner report, 2017 may represent a critical period for the company and, rightly or wrongly, the Gartner Magic Quadrant does carry enormous weight when customers are looking for solutions. With many solutions, customers don’t use the full range of features contained in any technical solution, and Pyramid are going to have to work hard to explain how they compare / compete with the Power BI on-premise solution, which is going to go from strength to strength.

However, for others, particularly in the SME market, the Azure offering is extremely compelling. Power BI and Azure together mean that you can focus on the business, rather than working on the technology to support the business. I can also see that more and more data is going into the cloud, and I am part of projects where I am doing exactly that – cloud business intelligence. Cloud Business Intelligence is a real growth offering for me and I plan to keep being ahead of the curve.

Microsoft Data Insights Summit

Are people using Power BI or is it simply good Microsoft Marketing?

People are using it, yes. Here are the numbers, produced by James Phillips during the Power BI Keynote: Microsoft Data Insights Summit

Power BI and the C-Suite

Given it’s reach within the organisation, Power BI can reach the C-suite level as well as the rest of us, in the organisation. Before continuing, it’s probably worth reading about linear vs exponential business growth models e.g. HBR.

 

You can watch the video below, or read on for some of the headlines:

Here are some headlines:

Gross and Net Profit

Net profit

Progress Towards Targets

Revenues and revenue growth rate

Expenses

Employee Engagement

Let’s get started!

Gross and Net Profit

Slide18 Why do CEOs care? As part of the Digital Transformation process, the CEO must develop a guiding philosophy about how he or she can best add value whilst showing ongoing strategic assessment and planning. However, it is difficult for them to allocate time to the collection, cultivation and analysis of data. Instead, they need to focus on strategic decisions, and they need data to run their business, to understand how their customers behave and measure what really matters to the organization. Power BI can help to bring clarity and predictability to the CEO, and this session is aimed at CEOs, and those who support them with data, in order to see how they can be empowered by Power BI, and see it as a key asset within the organisations short and long term future. Slide16

Net Profit

This goes without saying, but keeping an eye on net profit at all times is essential for business leaders. This might be visualized as a line graph or quarterly chart. However you decide to represent the data, it needs to provide detailed, regularly updated information. You can get added value by allowing this data to be broken down.
With Power BI, you’d be able to tap your chart and see real-time data on profits by region, product type or team. First you calculate your gross profit, then your expenses, subtract expenses from gross profit, and you have net profit.

Calculate Gross Profit first:
Gross profit, also called gross margin, shows you how much money you made from selling a product.
It subtracts the selling price from your wholesale cost to calculate the difference. It does not take into account expenses from rent, personnel, supplies, taxes or interest. Gross profit is a required step toward calculating the company’s income or net profit.

Progress Towards Targets

You can use EXPON.DIST function in Microsoft Excel to help measure progress towards your targets.
Use EXPON.DIST to model the time between events, such as how long from the order placement takes to actual delivery. For example, you can use EXPON.DIST to determine the probability that the process takes at most 1 minute.

Revenues and revenue growth rate

By being able to instantly visualize how fast (or otherwise) your business is growing its revenues, it’s much easier to find out what’s going right and what’s going wrong. Need to lose some dead weight? Invest in a growing department? Respond to a new trend among consumers? Tracking your revenues closely is crucial and will help with those decisions. A line graph would again be particularly clear in this instance.

Slide22 Slide21

Think of a Rubik’s cube – people instinctively know how to use them, and to arrange the cube into colors. We also interact with colour and data in the same way; intuitively and quickly.

Expenses

Whether it’s staff, machinery, IT or property, your expenses are one of the biggest drains on your long term success. A dashboard can break these down instantly so you can see where your biggest outgoings are, and then make decisions about what’s costing too much.

Revenue per employee
Revenue per employee is a little like Return on Investment. Are your people actually making enough revenue to justify hiring them? Are they working at 100% capacity or is there room for them to work more, instead of employing new workers? A revenue per employee dashboard helps you make these choices rationally.

Employee Engagement

Measured by an anonymous survey, employee engagement is a key BI factor for any CEO. If your people are motivated, enthusiastic and giving their work 100%, you can be sure your company will grow. By contrast, unengaged colleagues will be a detriment to productivity. It’s essential to keep regular tabs on how employees are feeling about their work.

 

Summary

As part of the Digital Transformation process, the CEO must develop a guiding philosophy about how he or she can best add value whilst showing ongoing strategic assessment and planning. However, it is difficult for them to allocate time to the collection, cultivation and analysis of data. Instead, they need to focus on strategic decisions, and they need data to run their business, to understand how their customers behave and measure what really matters to the organization.
Power BI can help to bring clarity and predictability to the CEO, and this session is aimed at CEOs, and those who support them with data, in order to see how they can be empowered by Power BI, and see it as a key asset within the organisations short and long term future.

Five reasons to be excited about Microsoft Data Insights Summit!

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I’m delighted to be speaking at Microsoft Data Summit! I’m pumped about my session, which focuses on Power BI for the CEO. I’m also super happy to be attending the Microsoft Data Summit for five top reasons (and others, but five is a nice number!). I’m excited about all of the Excel, Power BI, DAX and Data Science goodies. Here are some sample session titles:

Live Data Streaming in Power BI

Data Science for Analysts

What’s new in Excel

Embed R in Power BI

Spreadsheet Management and Compliance (It is a topic that keeps me up at night!)

Book an in-person appointment with a Microsoft expert with the online Schedule Builder. Bring your hard – or easy – questions! In itself, this is a real chance to speak to Microsoft directly and get expert, indepth  help from the team who make the software that you love.

Steven Levitt of Freakonomics is speaking and I’m delighted to hear him again. I’ve heard him present recently and he was very funny whilst also being insightful. I think you’ll enjoy his session. You’ll know him from Freakonomics.

freakonomics

I’m excited that James Phillips is delivering a keynote! I have had the pleasure of meeting him a few times and I am really excited about where James and the Power BI team have taken Power BI. I’m sure that there will be good things as they steam ahead, so James’ keynote is unmissable!

Alberto Cairo is presenting a keynote! Someone who always makes me sit up a bit straighter when they tweet is Alberto Cairo, and I’m delighted he’s attending. I hope I can get to meet him in person. Whether Alberto is tweeting about data visualisation, design or the world in general, it’s always insightful. I have his latest book and I hope I can ask him to sign it.

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Tons of other great speakers! Now someone I haven’t seen for ages – too long in fact – is Rob Collie. Rob is President of PowerPivotPro and you simply have to hear him speak on the topic. He’s direct in explaining how things work, and you will learn from him. I’m glad to see Marco Russo is speaking and I love his sessions. In fact, at TechEd North America, I only got to see one session because I was so busy with presenting, booth duty etc… but I managed to get to see a session and I made sure it was Marco Russo and Alberto Ferrari’s session.  Chris Webb is also presenting and his sessions are always amazing. I have to credit Chris in part for where I am today, because his blog kept me sane and his generosity during sessions meant that I never felt stupid asking him questions. I’m learning too – always.

Ok, that’s five things but there are plenty more. Why not see for yourself?

Join me at the conference, June 12–13, 2017 in Seattle, WA — and be sure to sign up for your 1:1 session with a Microsoft expert.

Why UK Power BI Summit? Derive business value from your data

I’ve created UK Power BI Summit in response to an industry need for Power BI to have its own event, and I hope to produce a repeatable model for other Power BI groups globally. I am working with Microsoft in Redmond at the moment, in the hope that I can spread the world globally about the power of enabling businesses through data, via easily-accessible tools.

What’s the rationale? Personally, the next step in my career is to continue my trajectory from the data center towards boardroom level leadership and consultancy, in order to help organisations become 21st century, data-driven organisations. Data is at the foundation of businesses. Data, in turn, leads to insights and better decisions that improve the business. Ideally, businesses should have data as part of their DNA. This does not mean that there is not a place for context or for ‘gut instinct’. Data gives businesses new insights, and, in turn, it gives them new options.

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My favourite bookshop in the world: The Strand Bookstore, New York, on the corner of Broadway and E 12th Street.

With my business and technical skills in mind, I am doing my MBA at this stage in my career to focus on building businesses as data-driven organisations. The MBA will help me to combine my technical and business expertise within an established framework that will help me to be more effective in a leadership role. I believe that the MBA will help me to articulate and achieve a strategic viewpoint, which, in turn, will help businesses to use their data more effectively.

I am not alone in this data-driven journey. My industry experience tells me that many organisations suffer from one thing: hype about the possibilities and opportunities in data, and, particularly Big Data, but they don’t know how to get started in terms of technology, people, and enabling business processes that would consume these services.

Organisations can find it difficult to know where to start, or even how to start. Very often, businesses simply store all of their data, rather than think proactively about the data that they have, and how they could use it. As businesses continue to get excited about the opportunities of Big Data, they will also need Data Thought Leadership in order to guide them effectively towards success.

Digital Transformation is a much bandied about term. It isn’t simply whacking a few Virtual Machines in Azure, moving data to the cloud and – yay – digital transformation. It’s about transforming the business through the use of technology, and it has the business at the front-and-center of the activity.

Now is the time for businesses to bring their data and their strategy together, using the latest technologies – but they can’t do that, until they see their data. This is where Power BI come in.

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The Power BI event is aimed at those people in the organisation who are aware of business needs, user needs, and have winning ideas and who are willing to learn about user-oriented technology to make that happen. The event is aimed at helping these people to learn about the technology from beginner to advanced, according to their needs.

Although the event is about technology, it’s also about the business, and deriving business value from your data. It’s not a straightforward technology event. It’s about the business as well as the technology, and how it’s used. It’s about bringing you along the journey, further.

I thought that the difference between UK Power BI Summit and other events such as PASS SQLSaturday events, SQLBits were fairly clear, but it would seem from my email traffic that my assumption wasn’t correct.

Just to be clear:

  • I am not part of the SQLBits committee and I have nothing to do with their leadership. I don’t represent them and I’m not featured on their promotional video. I’ve been speaking there since SQLBits 7 through to SQLBits XV. You can look for my SQLBits 7 – 15 sessions here.
  • I am part of PASS and a non executive Director, and I sit on the PASS Board as an elected Director. I don’t represent PASS here. If you want a PASS-validated blog, then please head over to their site. This isn’t a PASS event.

Let’s look at the SQLBits mission statement, taken from their site:

SQL Bits was started by a group of individuals that are passionate about the SQL Server product suite. There is a breadth of knowledge in the SQL Community that will benefit everyone in the community. We want to spread that knowledge. We all work with the SQL community, some of us for many years and have all been given the MVP award by Microsoft.

Let’s look at the PASS Mission Statement, taken from their site:

PASS is an independent, not-for-profit organization run by and for the community. With a growing membership of more than 100K, PASS supports data professionals throughout the world who use the Microsoft data platform.

PASS strives to fulfill its mission by:

  • Facilitating member networking and the exchange of information through our local and virtual chapters, online events, local and regional events, and international conferences
  • Delivering high-quality, timely, technical content for in-depth learning and professional development

PASS was co-founded by CA Technologies and Microsoft Corporation in 1999 to promote and educate SQL Server users around the world. Since its founding, PASS has expanded globally and diversified its membership to embrace professionals using any Microsoft data technology.

So, the UK Power BI Summit is ultimately looking at using Power BI to transform businesses, through expertise in the technology, embedded in business-oriented discussions. The technology should support the business in its mission to adapt to the new world of data.

If you’d like to register, click below:

Eventbrite - UK Power BI Summit

UK Power BI Summit

I’m very proud to say that I’m the lead organiser for the UK Power BI Summit, held on 16th and 17th February! I’d like to thank Microsoft and Pyramid Analytic for their support of the event; it wouldn’t happen without them.

Need help on Power BI, or just to know how to get started throughout the organisation? What about Cortana – how can it be useful for your organisation?

Come and join Siva Harinath and Will Thompson, flying in from Microsoft’s Power BI Team in Redmond, to join us in the UK for the inaugural UK Power BI Summit! Siva and Will are delivering the keynote and also delivering a workshop on Advanced Power BI with Data Modelling.

When: 16th and 17th February 2017 

Where: Shendish Manor, Hemel Hempstead.

Cost: of the event is £120 inclusive of VAT. Click here to register and pay for UK Power BI Summit

 

A choice of hands-on workshop on Thursday 16th February:

  • AzureML and Cortana OR
  • Advanced Power BI with Data Modelling

AND

  • A choice of general conference sessions on Friday 17th February
  • Birds of a Feather roundtable discussions on Friday 17th February

See you there!

Click here to register and pay for UK Power BI Summit

Guess who is appearing in Joseph Sirosh’s PASS Keynote?

This girl! I am super excited and please allow me to have one little SQUUEEEEEEE! before I tell you what’s happening. Now, this is a lifetime achievement for me, and I cannot begin to tell you how absolutely and deeply honoured I am. I am still in shock!

I am working really hard on my demo and….. I am not going to tell you what it is. You’ll have to watch it. Ok, enough about me and all I’ll say is two things: it’s something that’s never been done at PASS Summit before and secondly, watch the keynote because there may be some discussion about….. I can’t tell you what… only that, it’s a must-watch, must-see, must do keynote event.

We are in a new world of Data and Joseph Sirosh and the team are leading the way. Watching the keynote will mean that you get the news as it happens, and it will help you to keep up with the changes. I do have some news about Dr David DeWitt’s Day Two keynote… so keep watching this space. Today I’d like to talk about the Day One keynote with the brilliant Joseph Sirosh, CVP of Microsoft’s Data Group.

Now, if you haven’t seen Joseph Sirosh present before, then you should. I’ve put some of his earlier sessions here and I recommend that you watch them.

Ignite Conference Session

MLDS Atlanta 2016 Keynote

I hear you asking… what am I doing in it? I’m keeping it a surprise! Well, if you read my earlier blog, you’ll know I transitioned from Artificial Intelligence into Business Intelligence and now I do a hybrid of AI and BI. As a Business Intelligence professional, my customers will ask me for advice when they can’t get the data that they want. Over the past few years, the ‘answer’ to their question has gone far, far beyond the usual on-premise SQL Server, Analysis Services, SSRS combo.

We are now in a new world of data. Join in the fun!

Customers sense that there is a new world of data. The ‘answer’ to the question Can you please help me with my data?‘ is complex, varied and it’s very much aimed at cost sensitivities, too. Often, customers struggle with data because they now have a Big Data problem, or a storage problem, or a data visualisation access problem. Azure is very neat because it can cope with all of these issues. Now, my projects are Business Intelligence and Business Analytics projects… but they are also ‘move data to the cloud’ projects in disguise, and that’s in response to the customer need. So if you are Business Intelligence professional, get enthusiastic about the cloud because it really empowers you with a new generation of exciting things you can do to please your users and data consumers.

As a BI or an analytics professional, cloud makes data more interesting and exciting. It means you can have a lot more data, in more shapes and sizes and access it in different ways. It also means that you can focus on what you are good at, and make your data estate even more interesting by augmenting it with cool features in Azure. For example, you could add in more exciting things such as Apache Tika library as a worker role in Azure to crack through PDFs and do interesting things with the data in there. If you bring it into SSIS, then you can tear it up and down again when you don’t need it.

I’d go as far as to say that, if you are in Business Intelligence at the moment, you will need to learn about cloud sooner or later. Eventually, you’re going to run into Big Data issues. Alternatively, your end consumers are going to want their data on a mobile device, and you will want easy solutions to deliver it to them. Customers are interested in analytics and the new world of data and you will need to hop on the Azure bus to be a part of it.

The truth is; Joseph Sirosh’s keynotes always contain amazing demos. (No pressure, Jen, no pressure….. ) Now, it’s important to note that these demos are not ‘smoke and mirrors’….

The future is here, now. You can have this technology too.

It doesn’t take much to get started, and it’s not too far removed from what you have in your organisation. AzureML and Power BI have literally hundreds of examples. I learned AzureML looking at the following book by Wee-Hyong Tok and others, so why not download a free book sample?

https://read.amazon.co.uk/kp/card?asin=B00MBL261W&preview=inline&linkCode=kpe&ref_=cm_sw_r_kb_dp_c54ayb2VHWST4

How do you proceed? Well, why not try a little homespun POC with some of your own data to learn about it, and then show your boss. I don’t know about you but I learn by breaking things, and I break things all the time when I’m  learning. You could download some Power BI workbooks, use the sample data and then try to recreate them, for example. Or, why not look at the community R Gallery and try to play with the scripts. you broke something? no problem! Just download a fresh copy and try again. You’ll get further next time.

I hope to see you at the PASS keynote! To register, click here: http://www.sqlpass.org/summit/2016/Sessions/Keynotes.aspx 

Happy Birthday Power BI! London PUG News #PowerBI

To the Power BI Team – Happy Birthday and congratulations on all of your achievements! You’ve spawned a fantastic product plus a wonderful ecosystem of creative partners, happy consultants, MVPs and Community Contributors, User Group Leaders, and, of course, don’t forget the users. I’d like to thank and congratulate you! I appear in the video, a little way in.

Here’s a video that we all put together; Adam Saxton (@GuyInACube) put it together and worked with Paul Turley did the cat herding getting MVPs together.

Continuing the work, I’m one of the co-organizers of the London Power BI meetup, and we are having a Finance focused meetup this Thursday. Please find more details here amd register here:

Power BI in Financial Services – Rishi Sapra

Rishi will demo Power BI to analyse and visualise some financial datasets and explain why it is just perfect for Financial Services. This includes how and why analysts might move from Excel to PBI for data analysis/discovery as well as a high level view of how Microsoft are positioned within the self-serve/enterprise BI space compared to vendors such as Qlik, Tableau and IBM. Key topics to be covered include:

•  Overview of key functionality of Power BI and how it helps meet the needs of analysts working in Financial Services

•  A look at the EBA Stress Test dataset – both in Excel and then in Power BI

•  A Hands-on demo of working with this data to carry out data cleansing/transformation, calculations and visuals

•  How you can share your reports, keep the data up to date and apply security access by publishing to the Power BI portal.

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See you there!

 

 

WPC Day One: Translating Digital Transformation into Solutions

I blogged over at my ‘official’ company blog about strategic considerations regarding Digital Transformation. There is a lot of messaging directed at sales, partners and CEO level conversations. For the techies, however, how does the strategy translate into a technical implementation that you can actually deliver, to facilitate Digital Transformation within the organisation? In other words, how do you make solutions that are sustainable and relevant?

Microsoft can help with modern, cloud-based tools and a cloud platform. Partners have the ability to use tools such as Office365, Power BI, Microsoft Flow and AzureML to reduce the integration cost and friction to deliver technical solutions. These partners can speak directly to the digital transformation, and lead it. These tools can form composable units or modules, which can be fitted together to meet business needs directly, thereby facilitating digital transformation.

What are these tools? During the WPC keynote, Ecolabs showed off their solution, which involved Power Bi and Microsoft Flow. Here is the example Microsoft Power BI Solution below:
WPC Day 1 Slides
Microsoft Flow is a new tool, which was used to create some of the workflows to align the productivity processes with the resulting dashboard.

What is Microsoft Flow? Well, it’s a great little app and I think you should take a look. Microsoft Flow allows you to create automated workflows between your business or consumer applications and services and connects them so that you get some action, such as notifications, synchronize files, collect data, and more actions that might be useful to your business.

Why is that useful for a Business Intelligence implementation? Well, it can help to track where your data is going. As someone who often goes into organisations where people have ‘lost’ data or it is hiding somewhere that the business people can’t get it, I see Microsoft Flow as a way forward for Digital Transformation in the business by facilitating the flow of data around the organisation.

You can even create workflows on your mobile device. Here is the Ecolabs example from WPC:
WPC Day 1 Slides
Basically, a Flow connects your web services, files, and cloud-based data to save time and effort for everyone, every day.

It’s good to see that Microsoft are a much more open organisation these days; I think that Microsoft Flow is evidence of the open attitude towards other companies, organisations and methodologies that are outside of the Microsoft corporate boundary. In particular, I am a huge fan of Wunderlist and they mentioned it yesterday during the Day One keynote. I know that Wunderlist have been bought by Microsoft and I hope that Wunderlist will appear in Office365 soon, such as in Outlook.

How does Flow work? Well, you start with a template, which gives you a great head start. Why not give it a blast? If it means you get to use Wunderlist as well for all of your lists, and start to love it, then you can thank me!

 

You could even use Microsoft Flow for new Github issues, and send a notification to Slack. Or perhaps you could use Flow so that you retain Dropbox as your file storage system, integrated with Office365. The examples are endless, I think.

All this shows that the cloud is a great enabler, and a platform, which partners and companies can use in order to make their organisations more productive and collaborative. These are simple examples, and I’m sure that you can think of more! The integrations all happen in the cloud, and it is one way that the cloud can be used as a tool for Digital Transformation.

Any questions, send me an email at hello@datarelish.com.

Kind Regards,

Jen Stirrup

JenStirrup