information delivery as a service
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Information Delivery as a
service
Iain Welsh
Head of Information Delivery
Oracle Analytics Summit
November 2011
Agenda
• RBS at a glance
• What does RBS need to do as a business?
• FiRST Programme vision and solution
• Information Delivery
•Strategy & Vision
•Solution
•Approach
•Recap of Benefits
• How is it looking?
• RBS today
•40 million customers worldwide, over half of which (25 million) are in the UK
•Total Assets of £1,446bn (at Thursday 30 June 2011)
•Includes 40 well-known consumer brands including RBS, NatWest, Direct Line, Coutts,
Ulster Bank and Citizens
•A network of 3,800 relationship managers based at our 2,278 branches and 118 business
centres in the UK
•Every day we process 11 million transactions with a failure rate of 1 in every 6.2 million.
RBS Group at a glance
•RBS 2013 strategic vision
•To be amongst the world's most admired, valuable and stable universal banks, powered by
market-leading businesses in large customer-driven markets
•To target 15%+ sustainable RoE, from a stable AA category risk profile and balance sheet
•Well-balanced business mix to produce an attractive blend of profitability and moderate but
sustainable growth
•Management hallmarks to include an open, investor-friendly approach, strategic discipline and
proven execution effectiveness, strong risk management and a central focus on the customer
•In 2010 nearly 40,000 RBS employees took time out of the office to volunteer in the
community
What does RBS need to do as a business?
Active measures were and are needed to get us from where we are now: Develop and implement more integrated system solutions for Risk, Treasury
and Finance
Develop methodologies to improve firm wide data quality
Eliminate manual controls / interventions
Enable business resources to spend more time on value-added activities
To where we should be - a world-class organisation: Where our technology architecture, systems, data and processes are aligned
to support our functions effectively
Whilst strengthening employee engagement and decreasing cost
Change is imperative to extract value for our people, customers and shareholders
Over the last few years, the RBS Finance, Risk and Treasury functions have all been placed under
considerable constraints from the market and regulators
FiRST is supporting a significant journey
Meet and exceed Statutory Obligations
Optimise fact-based Decision-Making, Effective Management of Asset and Liability positions
Operating Efficiently and Flexibly
Risk Management and Capital & Liquidity Planning
Alignment of the Finance, Risk and Treasury functions and architectures
Serviced by a common information framework
FiRST Programme Vision
Source Systers
Unified Process Flow to Financial Systems and Analytical Applications
Common Staging Area
Financial Accounting
Hub
General Ledger
Financial Management
Dashboards,
Reports, Ad Hoc
OLAP Analysis
Alerts &
Exception Based
Management
Core Banking Systems
Other Bank Systems
(Channel etc.)
CRM
Billing and Revenue
Reference Data
Source
Systems
Customer
Account
Transactions
Enterprise Dimensions
Data Quality
Financial Recon
Adjustments
Ledger
General Ledger (THICK)
Accounting Rules
General Ledger (THIN)
Daily Average Balance
Financial Consolidation
Financial Adjustments Thin GL
Thick GL
Analytical Applications
Processing
EPM
ERM
RAPM
Results
Information Delivery Strategy & Vision
The business will define its information, reporting and analytics needs (for now, tomorrow and in the future), in
partnership with FiRST
Reporting and information for similar functions across the bank will be standardised, utilising Oracle’s Out Of The
Box Reports wherever possible
Where development is required Information Delivery will create RBS standard reports that will be re-used as
packaged deliverables across the Group wherever possible
Information Delivery will define and deploy standards for reporting requirements capture, design, development
and operations
Utilising Oracle’s tool suite, RBS will move towards a “self-service” reporting and analysis model
FiRST will transform the way RBS performs reporting and analytics. This includes both the information
content and the means by which data is accessed and delivered.
Through the use of the Oracle package solution, FiRST will rationalise disparate data sources, eliminate
inconsistent reporting and reduce the proliferation of end-user created reporting solutions
The Information Delivery workstream delivers the reporting solutions for the FiRST programme across
Finance, Risk and Treasury
Common Information Delivery Layer
Target Architecture from an Information Delivery perspective
Board Papers
Interactive Dashboards
Static Reports
Ad-Hoc Analysis
Sources Staging &
Processing Data
Warehouse
OFSAA
Results
BAW
Essbase
Cubes
Source
System
Source
System
Source
System
Source
System
Source
System
ET
L &
In
teg
rati
on
Un
ifie
d U
se
r A
cc
es
s
OBIA
Staging
OFSAA
Staging &
Processing
Smart View
OBIEE
HFR
File
Extracts
Reporting
Marts
Approach
ID Led ID Supported
Reporting Scope: Management Reporting Statutory Reporting Regulatory Reporting
Approach Top-down &
Role-based
Bottom-up &
Report-based
Bottom-up &
Report-based
Philosophy Transformation Migration Migration
Business Engagement High (Workshops) Medium (Validation) Low (Validation)
Components Delivered Cubes / Marts, Ad-Hoc Analysis,
Dashboards and Reports
Cubes / Marts, Reports,
Ad-Hoc analysis
Cubes / Marts, Reports,
Ad-Hoc Analysis
We are taking both a top-down / role-based and a bottom-up / report-based approach to
requirements and design. Where available, we are utilising Oracle package capabilities
first as a starting solution
Requirements Design
Development
& Unit
Testing
System,
Integration,
& User
Testing
Deployment
& Training
On-going
Support
In part lead, and
part supported
Our approach to Self-Service Reporting
Information Delivery as a
service does not mean we are
responsible for all custom
report development.
It means we provide the ability
for business users to develop
their own custom reports and
analyses using OBIEE and
Smart View
On an ongoing basis we
examine the reporting
requirements and maintain
the library of standard
interactive reports
Deployment via desktop
and mobile devices
OBIEE
•OBIEE provides self-service
capabilities for both standard
reports and ad-hoc analysis
Hyperion Smart View
•Smart View provides the ability to
integrate BI data directly into the
Microsoft Office suite of products
Common business presentation layer delivered to the business in the most efficient way possible
Shared resources using common measures mapped to detailed underlying data with drill-down and drill-through
Self-service reporting including interactive dashboards, ad-hoc reporting and querying
An inventory of standard reports with wide applicability
Built on single golden sources of data
With a holistic golden source of reference data (DRM)
Recap of Benefits of a common Information Delivery Service
Everyone gets the right
data first time, when and
how they need it
…and how is it looking?
Significant challenges… …but clear opportunities
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