Demonstration of the Capability of iVis – Decision Support

Introducing CBA’s iVis Software

© CBA 2012

This is the list of options being considered. In this case which vendor to select.

This is the criteria for the selection (what it is important to consider)

To assess the vendors based on the cost of their bids we select the Cost criteria

We now see the vendors listed in preferred order based on cost

To assess the vendors based on cost AND a rating of the company we add the Vendor criteria

Note the order of the Vendors: 1. QQR Ltd2. McDougall’s3. Big Biz4. ABC Consulting

With the new criteria added McDougall’s is now the most preferred vendor

Factors we wish to

minimise

Factors we wish to

maximise

Items in the display are split into two categories divided by a centre line

The black triangles indicate the total net score for each Vendor

Now we will include the assessment of the Vendor’s solution

Note how the triangles have moved and the order of preferred vendors has changed again

We will also add the assessment of the Vendor’s readiness to implement their solution

We can see how much the order of preferred vendors has changed as we have considered more of the criteria

The solution allows you to both focus on specific areas and quickly and easily build up a complete picture that would be too complex to do manually – we can select All Criteria to view

Visualisation within iVis - using example RFP Criteria

© 2012 CBA StrategicIT Ltd

Visualisation within iVis- using RFP example Criteria This is a brief demonstration of iVis from CBA showing

some of the key features offering a unique capability for real-time Visualisation, Subjective stakeholder input,

sophisticated “Monte Carlo” financial analysis, real-time visual dashboards, what-if? analyses, plus resource

planning and allocations.

iVis also helps you to manage any ongoing Portfolio programme.

This demo, in the first instance, is centred around and limited to a simple analysis of RFP responses – so the criteria used here only focus on the key elements to determine the best match to a set of

requirements, plus other minimal key assessment factors.We have also added to the demo a brief overview of What-if?

analysis, and Subjective Stakeholder input using the Pair-wise comparison method.

Workflow will enable us to customise iVis to your specific Process needs.

The visualisation of priorities also gives you information about your total portfolio

The information shown here tells us that if all projects (100%) are included in this portfolio the total Expenses are $39,836,820

The total Financial Benefits are $81,675,000

If we only have a total budget of $20,000,000 we can see we can not afford to undertake every project

The system uses order and colour coding to indicate the priority of our projects

GREEN indicates the third of projects with the highest priority based on the selected criteria

YELLOW indicates the middle third of projects based on priorityRED indicates the bottom third of projects based on priority

We can see the effects of removing a project from our portfolio by deselecting (unticking) projects

To try and reduce the expenses to fit within our $20,000,000 budget we have removed all of the lowest priority projects.

We can see the Expenses have reduced by 42% to $22,963,400

This is still much too high given our budget

We could simply continue removing the lowest priority projects until the Expenses fall below $20,000,000

However this may lead to unintended consequences

For example we can see this has also reduced the Financial Benefits by 53%, reducing them from $81,675,000 to $38,454,500

The system allows us to selectively choose which mix of projects to include in our portfolio, showing us instantly what the impact will be

By including this mix of projects in our portfolio we have reduced our expenses by 51% to under $20,000,000 but have kept 64% ($52,178,500)of the potential financial benefit

Visualise Trade-offs from StakeholdersReal-time What if Analysis?

© 2012 CBA StrategicIT Ltd

iVis software enables you to visualise value and trade-offs from various stakeholders - viewing where stakeholders agree and disagree.

Take a look at all the Trade-offs within the portfolio

This is the screen used for gaining subjective input from peopleTwo of the options being considered are shown side by side

Option 1 Option 2The detail of the option is available for review

Subjective input is made by answering the question being asked about the two options. The answer is given using the scale at the bottom of the screen.

The question

The scale

If the option on the left was considered to carry the greatest political risk the person answering the question would click on one of the scale options on the left.

If the option on the right was considered to carry the greatest political risk the person answering the question would click on one of the scale options on the right.If both options are considered to carry the same political risk the person answering

the question would click on the centre scale option.If the option on the left is considered to carry slightly higher political risk one of the

central scale options would be selected. If the option on the left is considered to carry significantly higher political risk one of

the outside scale options would be selected. The position on the scale indicates the strength of the answer.The system keeps track of how many comparisons it needs in order to determine the

priority of all the options.You do not have to do every possible combination of comparisons. The system is

smart enough to be able to infer comparisons.For example if you say a dog is bigger than a cat, and a cat is bigger than a mouse, the system knows a dog must be bigger than a mouse – you do not have to tell it.

The system keeps track of the minimum number of comparisons it needs to generate results, but also recommends an amount to ensure the greatest validity.

The minimum required

The recommended amount

The number already completed

For the two options shown it has been determined that the “Ongoing centre development” carry’s moderately greater political risk

Once the selection has been made, clicking the [OK] button will show the next two options to compare

Note the number of comparisons made now equals the recommended number. The system now says we have done enough to view the results.

The system keeps track of all the comparisons that have been made.The system also keeps track of the progress across all of the criteria.

As shown previously, enough comparisons have been made for “Political Risk” (as shown by the green progress bar)

The other criteria requiring subjective input have enough comparisons to show results, but more comparisons would make them more reliable.

Obtaining Subjective Input – Pair-wise Comparison

© 2012 CBA StrategicIT Ltd

Obtaining Subjective Input – Pair-wise Comparison

© CBA 2012

iVis has many other features that deliver a high degree of capability and visibility to an

organisation.

Following are some examples and screenshots of some of these aspects.

Estimation of Net Present Value Probability Financial Data

Pick the Winners

© CBA 2012

Looking at the Roadmap – Allocating Resources

Allocation of Resources against a timeline

The project road map shows the projects over time.

The target dates define the length and sections of the bars.

The histogram shows the demand over time, per resource profile.

The red threshold line shows the total supply over time.

© 2012 CBA

Visual Real-time Dashboards to MonitorAnalysing Risks

© CBA 2012

© CBA 2012

What are the benefits for our Clients?Unique solutions to use and so have competitive advantage in the marketWorld class software tools backed by IBM already developed for specific needs to help with the biggest issues Senior Managers have todayHigh Visibility over your projects and your businessMaking smarter, more transparent decisions, prioritising investments to maximise stakeholder value and support the organisation’s visionDemonstrate accountability to external stakeholdersHave insight with great accuracy so it enables better investment decisionsHave a bigger picture of your enterpriseUnderstand the impact and risks of change and find new opportunitiesAnticipate the effects of changeMake the best investments for your organisation in real timeHave better up-to-date knowledge of your organisationQuantify impacts and risks of selecting one investment over another

This was a brief overview of iVis by CBA

Thank You - call +64 9 358 4000

© CBA 2012

http://www.cba.co.nz