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BI Strategy Status Abdoulaye M. Yansane Staff Meeting 2/8/2012


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

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Internal Use Only

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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 not effectively used Costs are higher
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What Will BI Strategy Contain?


Technology
In-Scope Now

Organization
Governance

Process
Engagement with business Support of BI infrastructure

BI Tool Standard
Analytics Tool Standard

Steering Committee
BICC

In the future Text Analytics Behavioral Analytics

Roles & Responsibilities Steering Committee BICC Other BI Roles


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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 have none

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Business Intelligence Strategy Responses by VP

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Business Intelligence Strategy - Number of Users by Application


Applications
Business Objects MicroStrategy COGNOS
50 120 50

OBIEE SAS
1,050

441
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Business Intelligence Strategy Annual Software Spend


Applications
SAS MicroStrategy Business Objects COGNOS OBIEE
$34,000. $150,000. $299,000. $8,000.

$223,000.
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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 CPUusage

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 BI functionality
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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 these groups There is no governance on BI Tools

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Proposed Organization
BI Steering Committee BI Competency Center (BICC)

Vision & Strategy


Guiding Principles Rules/Recommendations

Skills Optimization
Communication

Governance
Tools Data Arch. Infrastructure

Lines Of Business

FTT- ESS

FTT-TPD

FTT- AD

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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
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