Renewals Reporting Short Term Solution - Analysis PhaseScoping & Approach

9th June 2014

2

Current Challenges

• Highly labour intensive process for regional and central retention teams

• Highly labour intensive process for BI team

• Excel based tactical solution is unsupportable on an on-going basis

• Suspect data reliability

• Regional variations in renewal terminology and metrics

• Over complicated renewal reporting rules in some regions

3

Impacts

• The Impacts

Perceived lack of control over renewals

Senior Management unable to report renewals with any confidence

Hampered business decision making and renewal strategy

Global and Regional teams spending excessive time collating data

BI team spending excessive time collating data for Excel based solution Reporting delays

Risk of erroneous reporting

• Who is impacted

Circulation teams – global and regional

Senior Management Team

4

Approach

• Create small task force with global, regional and BI team members

Sharon Emecz, Howard Tunnicliffe, Mustafa Rhemtulla, Differentia and

Regional as needed

• Build a QlikView prototype to provide short term solution consisting of:

Analysis phase to agree requirements and high level design - @ 4 weeks

Followed by build, test and implementation of the prototype* - @ 4 weeks

• Learn from prototype to formulate strategic solution

* Note: Estimates might have to be reviewed after the business requirements have been signed-off.

5

Project Goals

No Goal Success Measurement Metric

1 Improve accuracy of renewal KPI and ON/OFF reporting

Accurate renewal data available

2 Improve report formatting and visualisation

QlikView prototype with KPI Dashboard and drill down capability

3 Improve timeliness of reporting Report available COB UK time every Friday

4 Identify requirements for strategic solution

List of additional business and technical requirements

6

Project Stakeholders

• Michael Brunt – Head of Global Circulation

• Anna Rawling – Global Circulation, Project Sponsor

• Stefan Beurier – Global Circulation CFO

• Sharon Emecz – Global Circulation Marketing Director, Retention

• Toby Burton – Global Circulation Finance Director

• Howard Tunnicliffe – Global Circulation Finance Analyst

• Regional representation, as needed

7

Project Scope

• In Scope

Standardisation of renewal terminology and renewal metrics

Renewal KPI

Renewal trends and detailed analysis reporting

Static reporting

Reporting dimensions

User interface high level design

QlikView prototype

• Out of Scope

Any 3rd party subscriptions renewal reporting

Any changes to existing QSS data feeds

Linking to campaign management

Forecasting processes and tools improvements e.g. feedback loop into Weber

8

Project Risks

No. Risk Description Possible Mitigation

1 BI Resource availability due to other requirements currently in delivery

Head of BI to assess current delivery prioritisation and provide impact statement

2 Re-prioritisation of other requirements by business stakeholders

Business stakeholders to provide early clarity on business road map allowing BI team to assess impacts

3 QA resource availability could be limited

Stakeholders to raise this at Circulation Steering meeting to understand mitigation

9

Next Steps

• Project Team

Series of one-to-one and group sessions to elicit, analyse and validate business requirements

Group sessions to review and sign-off prototype

• What we need from the stakeholders

Make yourselves and regional resources available as and when needed

Consult and get consensus from your teams prior to sessions

Provide subject matter expertise

Focus on “what we need in the future” rather than “how we do it now”

Aim for a single global renewal reporting model