bi strategy status - abdoulaye m yansane 2012i

7/30/2019 BI Strategy Status - Abdoulaye M Yansane 2012i

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BI Strategy StatusAbdoulaye M. Yansane Staff Meeting 2/8/2012

INTERNATIONAL GLOBAL GROWTH VALUE BLEND SECTOR ASSET ALLOCATION INCOME TAX-FREE INCOME

Internal Use Only

Abdoulaye M Yansane


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Agenda

Why do we need a BI Strategy? What will BI Strategy contain? Work completed thus far

BI Tools Inventory

Process and Organization Components BI Steering Committee members Challenges Next Steps


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Why Do We Need A BI Strategy?

Since no single Organization owns BI: No organized push for BI adoption @ Clients No single place for business to go for evaluating new

technologies in BI

Since no single BI Platform: No scalable environment We dont fully use functionality offered in products Upgrades/patches done multiple times

Admin, Management, Development skills are noteffectively used

Costs are higher


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What Will BI Strategy Contain?

Technology

In-Scope Now

BI Tool Standard

Analytics Tool Standard

In the future

Text Analytics Behavioral Analytics

Organization Process

Governance

Steering Committee

BICC

Roles & Responsibilities

Steering Committee

BICC

Other BI Roles

Engagement withbusiness

Support of BIinfrastructure


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Abdoulaye M Yansane

BI Tools Inventory


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Inventory Summary

We use 10 different BI Tools Total Annual Spend is $750,000 1600 users on these tools

Some Business Units have multiple tools others havenone


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Business Intelligence Strategy Responses by VP


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Business Intelligence Strategy - Number of Users by Application

Applications

441

5050

1201,050

Business Objects

MicroStrategy

COGNOS

OBIEE

SAS


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Business Intelligence Strategy Annual Software Spend

Applications

$34,000. $8,000.

$223,000.

$299,000.

$150,000.

SAS

MicroStrategy

Business Objects

COGNOS

OBIEE


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Business Intelligence Strategy Cost per user( Annual Software spend / Number of user by application)


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SAS And Analytics

50 SAS Users - $299K/Yr License Maintenance (6-CPU) Based on how much data has to be stored permanently and CPU-

usage

25 of these users may not be doing Analytics

Usage is ETL, data storage, reporting Opportunity to move these users to

Informatica (for their ETL needs) Greenplum (for their storage needs) BI (for their reporting needs)

This will lower cost and provide these users with better BIfunctionality


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Process & Org Components


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Process And Organization Current State

FTT supports 10 products in different Business Units Developers, administrators, support personnel

embedded in all FTT Orgs Different technologies being reviewed in different

groups; decisions to move forward also in thesegroups

There is no governance on BI Tools


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BI SteeringCommittee

BICompetency Center

(BICC)

Governance Tools Data Arch. Infrastructure

Skills Optimization Communication

Vision & Strategy Guiding Principles Rules/Recommendations

FTT-TPDFTT- ESS FTT- ADLines

Of Business

Proposed Organization


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Proposed Steering Committee

Shareholder Services FTS Investment Operations

Investment Management Sales and Marketing Corporate Services Wealth Management FTT


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Challenges

Difficult to convince people to change tools Business and FTT has invested in building up skills Familiarity with tool change is hard

Right balance of centralization in and around BICC Domain skills in FTT supporting BUs Consolidating skills, training, administration


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Next Steps

Set up BI Steering Committee; first meeting Feb 15th

Complete Tool Evaluation March 15th

Tool Recommendation; Steering Committee approval March 30th Set up BICC

April 15th

Complete BI Strategy May 30th

Roadmap for Implementation June 30th

bi strategy status - abdoulaye m yansane 2012i

Documents