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© 2016 Lloyds Banking Group plc and its subsidiaries
DATA VISUALISATION SUMMIT 2016
KNOWLEDGE VERSUS VISUALISATIONSaqhib Ali, Former Head of Business Data Infrastructure, Consumer Finance Division
16th November 2016
© 2016 Lloyds Banking Group plc and its subsidiaries 2
Data Visualisation Summit 20,016 BC
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“scientia potentia est”- knowledge is power
Attributed to Sir Francis Bacon
1668 version of the work Leviathan by Thomas Hobbes
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“With Great Power Comes Great Responsibility”
Attributed to Uncle Ben in Spiderman / Voltaire
c Marvel Comics
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LLOYDS BANKING GROUP
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30 Million Customers, 6.5 million Digital Customers
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FINANCIAL ANALYST PRESENTATION
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INFOGRAPHIC
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INVESTOR FACING CHARTS
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NAPOLEON
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CRIMEA WAR
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AGENDA
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1.Background2.The problem3.The solution4.Q & A
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COMMON STATISTICS ON REPORTS
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100% 50% 10%Sent every month Opened Used
50% 80% 100%Reports actually needed
Opened and Used Tailored
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KNOWLEDGE VERSUS VISUALISATION
A bit about me • A qualified Accountant, Exec MBA from Cranfield, BSc (Hons) Physiology
The Challenge • How to help the UK largest car financing business manage its dealer performance better.
Why Data Visualisation
• Existing reports old, redundant, not flexible, not tailored, difficult to see wood for the trees
How to focus on the right stuff
• Series of workshops, agile sprints, regular sessions between developers, SMEs and end-users
What did we learn
• There is no right answer, the customer is always right, if they like bar charts, give them bar charts. Getting the right data is key, rather than just how it is presented.
• Unavailability/ Access issues of data for reporting can’t be under-estimated.
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• Joined Lloyds Banking Group October 2012• Qualified Accountant- ACCA 1997, Exec MBA Cranfield 2011 • When I started to use Excel type software in 1993, we had Lotus 123 and only one sheet• We had a choice of visualisations- Bar Charts or Lines• I’ve worked for the following in the UK and Europe / US / Asia
A BIT ABOUT ME
Saqhib Ali – Head of Business Data Infrastructure, Consumer Finance
© 2016 Lloyds Banking Group plc and its subsidiaries
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The Challenge
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DIVERSITY IN CUSTOMER TYPES & DATA SOURCES
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£4bn 600k 300kLending End-consumers Customers financed in
2015
Car Finance Motor Cycle Finance
Caravan Finance
Independent Dealers, JLR, Suzuki, Mitsubishi
Independent Dealers Independent Dealers
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TRADITIONAL DASHBOARDS
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Item no Heading Heading
1 First category here 10
2 Second category here 20
3 Third category here 30
4 Fourth category here 40
5 Fifth category here 50
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ADVANCED DASHBOARDS
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EXEC DASHBOARDS
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RANGE OF USERS
Potential Scope of users
DAILY SALES• Fixed reports, up to 100 created at various times, often with
redundant data at sales person, dealer, region, brand level
WEEKLY SALES• Used to highlight progress against weekly, monthly, quarterly
targets
DEALERS• Each Field man may have either large national dealers, brand
partnerships like JLR or independent small dealers
HEADS OF• Each Business Unit has its own reporting needs, often needed
to consolidate across types- such as Leisure which covers Motorbikes and Caravans.
EXEC• Trying to control and manage business with real time data to
identify trends.
© 2016 Lloyds Banking Group plc and its subsidiaries
1) Improve Use Of Information, make Connections
2) Eliminate Redundant Reporting
3) Allow End Users To Customise Reports
4) Obtain Timely Trend Data, make Decisions
5) End users interact with dashboards
Why data visualisation
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PROJECT IN STATS
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£££ HRS KMS
POC / Licences Workshops / Development
Travel / National
GB GLOBAL SYSTEMS
Data Intensive Work with Off/Onshore Developers
Upgrades
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D3JS
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D3JS- SUNBURST
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1) Ensure full buy-in of Exec Sponsors and Business Owner, importantly end users
2) Make sure what you produce will be used
3) Challenge the status quo, suggest and advise
4) Support the business in its change programme
How to focus on the right stuff
© 2016 Lloyds Banking Group plc and its subsidiaries
1) Get Appropriate Sign Off On Scope2) Avoid Project Creep3) Ensure What Is Built Is Fit For Purpose, today and future proofed4) Make Sure You Have The Budget & Resources To Deliver5) Timely license procurement and training
What did we learn
© 2016 Lloyds Banking Group plc and its subsidiaries
Buy in from both end users as well as senior management at the same time.
We could have asked end-users to create their own reports after training them by helping in first PoC
What would we do differently
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Rather than
Knowledge Versus Visualisation,
should instead be
Better Insight Through Visualisation
© 2016 Lloyds Banking Group plc and its subsidiaries
THANK YOU
ANY QUESTIONS ?
saqhib.ali@gmail.com 07758157051 or find me on LinkedIn
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