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Welcome to the Smarter Government Briefing Series 2nd Session - Thursday, August 7
Business Intelligence and Performance Management
Speaker: Michael Rochanakij, IBM Software Group, Information Management Consultant, Government Solutions
Lotus
Rational
Tivoli
W ebSphere
COMMUNICATIONS
HR
Why?
OPERATIONS FINANCE
54%
46%
better
71% 53%
34%
better
64% 46%
39%
better
39%
better
63% 45%
40%
better
49% 30%
63%
better
All other enterprises
N = 1,458 to 1,469 Note: Defined as those enterprises selecting [5] Very Effective or [4] on a 5-point scale where [5] Very Effective and [1] Ineffective Source: IBM Institute for Business Value, The Global CFO Study 2010
N = 1,471 Note: Defined as those enterprises selecting [5] Very Well or [4] on a 5-point scale where [5] Very Well and [1] Very Poorly 2010 IBM Corporation
A collaborative research project between CPA Australia and the University of Technology, Sydney (UTS) Best practice in performance management A survey of 400 medium-to-large organisations in 2008 Aim analyse what systems and practices were helping to drive organisational performance. Compared two groups: the high performance management systems (HPMS) group and the remainder of our sample. Evaluated four broad categories; strategic planning, measurement & Compensation organisational structure and policies, and human resources and organisation values.
Inefficient Access
Back office
Inability to Predict
Automated
Information Challenges
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Traditional Approach
Business Insight
Where exactly is the problem? Why is this happening? What actions are needed? What will happen next? What if these trends continue? What are the risks or opportunities?
Rear View
Balance sheet, profit and loss, and cash flow statements Program Services and cost variance analysis
Current View
Customer, Services and Segment costs Spend optimization Working capital analysis Segment, customer and channel costs Sales and supply chain effectiveness
Forward-Looking View
Cash forecasting Scenario-based planning and forecasting Strategic investment decision support Volatility and risk-based predictive and behavioral modeling
2010 IBM Corporation
Source: IBM Institute for Business Value, The Global CFO Study 2010
Wouldnt it be nice, if the organisation from the Executive to the coalface could easily access a single source of the truth
Scorecard Scorecard gives gives all all level of city decisionlevel of city decisionmakers makers access access to to critical critical information information and and trends. trends.
2010 IBM Corporation
Wouldnt it be nice, if mangers could self service their reporting needs and quickly identify areas of exception
Drill Drill down down capabilities capabilities let officials let officials get get a a see see specific specific views views of of a a mayors mayors key key performance performance indicators. indicators.
2010 IBM Corporation
Wouldnt it be nice, if the impact of indicators could be shown, whats lag or leading
Drilling Drilling into into scorecards scorecards shows shows how how one one KPI KPI impacts impacts numerous numerous other other KPIs, KPIs, allowing a clearer allowing a clearer view view of of overall overall impact. impact.
2010 IBM Corporation
Volume
988 exabytes: The amount of digital information that will exist in 2010, equal to a stack of books from the sun to Pluto and back
Source: Various IBM and Public Studies
Variety
80% of new data growth is generated largely by email, with increasing contribution by documents, images, and video and audio.
Velocity
real-time information to make key business decisions.
$5.7M 1 in 3
Business leaders frequently make decisions based on information they dont trust, or dont have Lost time reformatting information between applications
$5.3M
Lost time searching for the right information
Annual cost per 1,000 knowledge workers
?????
1 in 2
Business leaders say they dont have access to the information they need to do their jobs
Sources: IBM: Break Away with Business Analytics and Optimization Study; IDC
Theres a need to look at Information as a strategic asset of the organisation and develop an Information Agenda
Establish the to-be vision
4. Prioritize
Develop an Information Strategy who needs what, when and why Must be closely integrated with the business objectives
Primary Key Business Initiatives
THAT WAY YOULL HAVE MORE DATA TO IGNORE WHEN YOU BASE YOUR DECISION ON ORGANISATION POLITICS
Strong data governance helps top performers move faster and collaborate more easily
Data Governance Levels
14% 42% 32% 3X
Sophisticated Processes and management systems that are strong with some supporting automation in place
Competitive
Defined processes and management systems that are understood and adopted by most people
Lower performers (i.e., 4th and 5th quintiles relative to industry peers)
Source: Breaking Away with Business Analytics and Optimization: New intelligence meets enterprise operations at www.ibm.com/gbs/intelligent-enterprise.
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IBM and about 50 other leading organisations formed the WW Information Governance Council - it defined 11 Information Governance disciplines
Business Outcomes / Reporting Risk Management & Business Data Transformation Compliance Value to the Business
Supporting Technical Disciplines Data Architecture Classification & Audit Information Metadata Logging & Reporting
2010 IBM Corporation
1. Manage Information over its its entire lifecycle Include content TCO - measure it
2. Set the Privacy and Compliance Policies, communicate them , monitor them
Eugnie Blanchard born 16 February 1896 Kama Chinen (born 10 May Okinawa, Japan Gertrude Baines (born 6 1895) April from 1894)
2010 IBM Corporation
Trusted information
4.4x 2.7x
45%
2.4x
2.5x
2.4x 2.0x
27% 27%
24%
Content management
Source: Breaking Away with Business Analytics and Optimization: New intelligence meets enterprise operations at www.ibm.com/gbs/intelligent-enterprise.
Top performers (i.e., 1st quintile relative to industry peers) Lower performers (i.e., 4th and 5th quintile relative to industry peers) Relative difference of top performers to lower performers
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Wave 3 Wave 3
Wave 2
BI Change Management Implementation
Business Insight
Monitoring
Business Insight
Dashboarding Monitoring
Scorecarding
Dashboarding
Statistical Modeling
Ad Hoc Querying
Predictive Modeling Statistical Modeling Data Mining Predictive Modeling Research Data Mining
Data Infrastructure
EDW
Data Infrastructure
Geographic Data Mapping
EDW
ETL ETL
Drillable Reporting
Research
Drillable Reporting
Data Stewardship Enterprise Customer Definition Unique Customer ID Business Process Improvement (Mobilization and Implementation) Customer Production Analysis Policy Level Customer Production Analysis Beginning of (Premium/Loss/LAE) Coverage Level (Premium/Loss/LAE) Customer Insight Enterprise Customer Definition Unique Customer ID Customer Insight for Relationship Customer Profile Reporting for Relationship Policyholder Profile Reporting Development Customer Production Analysis Policy Level Customer Production Analysis Beginning of Development Customer Coverage Segmentation (Premium/Loss/LAE) Level (Premium/Loss/LAE) Customer Insight Customer Insight (Demographic/Premium) for Relationship Customer Profile Reporting for Relationship Policyholder Profile Reporting Class Segmentation Development Development Customer Segmentation (Demographic/Premium) Agency Segmentation (Focus Level) Distribution Hierarchy Views Class Segmentation Book of Business Profiling Phase 2 Release Book of Business Profiling Phase 1 Release Agency Insight (Add SQB Data and UW/ARM Roll-Ups) Agency Insight (Agency/LOB Roll-Ups) Agency Segmentation (Focus Level) Distribution Hierarchy Views for Distribution for Distribution Optimization Agency Segmentation (Relationship) Optimization Book of Business Profiling Phase 2 Release Book of Business Profiling Phase 1 Release Agency Insight (Add SQB Data and UW/ARM Roll-Ups) Agency Insight (Agency/LOB Roll-Ups) Agency Production Analysis for Distribution (BOB/SQB/Renewal Analysis) for Distribution Optimization Agency Segmentation (Relationship) Optimization Agency Production Analysis Market Profile Reporting (Footprint Markets) (BOB/SQB/Renewal Analysis) Market Insight & Market Insight & Profiling New Markets for Penetration Growth Growth Market Profile (Footprint Markets) Growth Evaluation (New Reporting Business Analysis) Market Insight & Market Insight & Profiling New Markets for Penetration Growth Standardized Metrics / KPI Definition Standardized KPI Monitoring Phase 1 Growth Growth Evaluation (New Business Analysis) Business Insight Business Insight Standardized Metrics / KPI Definition Business Insight Business Insight Data Data Infrastructure Infrastructure Data Data Infrastructure Infrastructure Standardized KPI Monitoring Phase 1
Customer Prospect Identification & Profiling Customer Production Analysis Additional Coverage Level (Premium/Loss/LAE) Customer Prospect Identification & Profiling Customer Persistency Analysis Customer Production Analysis Additional Targeting Coverage Customers for Relationship Level (Premium/Loss/LAE) Deepening Customer Persistency Analysis Targeting Prospects to Acquire Targeting Customers for Relationship Deepening Agency Prospect Identification & Profiling Targeting Prospects to Acquire Targeting Agencies to Grow Share With Prospect Identification Targeting Agency Agencies to Serve & Retain & Profiling Targeting Agencies to Grow Share With Agency Segmentation (Value-Based) Targeting with Agencies to Serve & Retain Agency Dashboard Business Alerts Agency Segmentation (Value-Based) Targeting Existing Markets for Growth Agency Dashboard with Business Alerts Targeting Markets for Penetration Targeting Existing Markets for Growth Targeting Markets for Penetration Standardized KPI Monitoring Phase 2
Standardized KPI Monitoring Phase 2 Sunset Existing Legacy/BI Applications Phase 2 Data Warehouse Phase 4 Release (Add Customer Sunset Prospects/Agency Prospects) Existing Legacy/BI Applications Phase 2 Enhancement of existing Data Warehouse Phase 4 Release (Add function Customer New Prospects/Agency Prospects) capability
Customer Insight for Multidimensional Insight Data Relationship Development Customer Insight for Relationship Development
Landing Zone Landing Zone Data Sources
Agency Insight for Distribution Optimization Agency Insight for Distribution Optimization
Data Validation Data Validation Data Edits Data Edits Copyright IBM Corporation 2007
Copyright IBM Corporation 2007
Data Warehouse Phase 2 Release Establish BI Environments (Add SQB) Data Warehouse Phase 1 Release Data Warehouse Phase 3 Release (Add (Agency/Policy/Premium/Loss) Customer Data Dimension/Distribution Hierarchy) Warehouse Phase 2 Release Establish BI Environments (Add SQB) Sunset Existing Legacy/BI ApplicationsSubmission-Quote Data Extraction Phase 1 Data Warehouse Phase 3 Release (Add Data Warehouse Phase 1 Release (Agency/Policy/Premium/Loss) Customer Dimension/Distribution Hierarchy) Sunset Existing Legacy/BI ApplicationsSubmission-Quote Data Extraction Phase 1 Insurance Company - Business Intelligence Roadmap and Value Case
15
Sources Insurance Company - Business Intelligence Roadmap and Value Case | MarchData 14, 2007
15 Insurance Company - Business Intelligence Roadmap and Value Case | March 14, 2007
BUSINESS CASE
GOVERNANCE BLUEPRINT
BI Program Roadmap and Value Case Target State BI Blueprint Deliverable
Target State BI Blueprint Business Inform Final Scope TargetServices State BIThat Blueprint Business Services That Inform Final Scope Enterprise
Strategy & Planning
Change Management
Informed Decision Making Collaborative Execution
Insight-Driven Planning
Change Management
Business Insight
Performance Dashboards
LOB Scorecards Regional Scorecards
Collaborative Execution
Metrics Scorecards
Enterprise Scorecard Service Area Scorecards KPI Monitoring
Business Insight
LOB Scorecards
Business Alerts
Metrics Scorecards
Enterprise Scorecard Service Area Scorecards
Value Assessment Program Steering Project Approval/Prioritization Standards & Guiding Principles Demand Management Value Assessment Project Approval/Prioritization
Perf Analysis Perf Analysis Performance Analysis LAE Analysis Commissions Analysis Recovery Analysis Sales Perf Analysis Profitability Analysis Overall Perf Analysis Calendar Year Basis Analysis
Claims Analytics Business Modeling & Analytics Price Modeling Enterprise Risk Analytics Predictive Underwriting Analytics Predictive Claims Analytics
BI Program Management
Program Communication
Resource Forecasting/Deployment BI Program Management Project Methodology/Oversight Budget & Planning Issue/Risk Management Program Communication
Data Infrastructure
Data Infrastructure
Change Control Resource Forecasting/Deployment Project Methodology/Oversight Issue/Risk Management Change Control
MicroSegmentation
Customer Insight for Relationship Development Customer Research Insight for Customer Relationship Development
Predictive Modeling LTV / CLV Modeling Share-of-Wallet Modeling
MicroSegmentation
Agency Insight for Distribution Optimization Agency Research Insight for Agency Distribution Optimization
Predictive Modeling LTV / CLV Modeling Share-of-Book Modeling Agencies to MicroServe & Retain. Segmentation
Share-of-Book Modeling
Customer Customer Prospects to Customers to Customers to Persistency Analysis Profitability Analysis Acquire Serve & Retain. Grow Share With
Submission-QuoteBind Analysis
Book of Business Renewal Agencies Agencies to Analysis Analysis to Acquire Serve & Retain.
Demographic Psychographic Value-Based Customer Customer Segmentation Segmentation Segmentation Satisfaction Analysis Persistency Analysis
Data Stewardship
Data Definitions Data Standards
Data Acquisition
Source Data Preference Data Field Data
Profiles of Vendor Footprint Markets Data Third Party Field Data Primary Research Data
Competitor Profiles Market by MarketBI Metadata Detail Views Management Balance & Controls Data Validation Data Quality & Integrity BI Metadata Management Balance & Controls Data Validation
Unique Customer Customer Business Data Household View Data Identification Holding View Extraction Transformation Data Loading Data Synchronization Data Extraction Data Loading
Data Repositories
Agency Distribution Agency Holding View Collaboration Hierarchy View Profile Delivery Reporting Services Investigative Services Embedded Services Collaboration Investigative Services
Data Integration
Data Transformation Data Synchronization
Marts Data Repositories Staging Areas Metadata Data Stores Data Warehouses Data Marts
Data Delivery
Delivery Services Embedded Services
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Insurance Company - Business Intelligence Roadmap and Value Case | March 14, 2007
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Insurance Company - Business Intelligence Roadmap and Value Case | March 14, 2007
Heres an offer from us to facilitate a fast start with an IBM Information Agenda Workshop
Roadmap Workshop
1 Day workshop to help frame an Information Agenda Roadmap using a proven five-step approach:
5-Step Approach
1. Identify and Document the Opportunities to increase Business Value 2. Conduct an Information Capability Maturity Assessment 3. Align Business Vision with Technology Requirements 4. Identify Opportunities for Improvement People, Processes and Technology 5. Deliver a Roadmap of activities based on priority
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Q and A
IB M S o ft w a r e In d Solutions u s t r y S o lu t io n s IBM Software Industry
D e liv e rin g V a lu e th ro u g h :
In fo rm a tio n M anagem ent
L o tu s
R a tio n a l
T iv o li
W eb Sp h ere