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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

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 @ Client’s

– No single place for business to go for evaluating new technologies in BI

• Since no single BI Platform: – No scalable environment

– We don’t 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

•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 with business

•Support of BI infrastructure

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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

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 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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BI Steering

Committee

BI

Competency Center

(BICC)

Governance •Tools

•Data Arch.

•Infrastructure

• Skills Optimization

• Communication

• Vision & Strategy

• Guiding Principles

• Rules/Recommendations

FTT-TPD FTT- ESS FTT- AD Lines

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 BU’s

– 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