Deploying IBM Cognos TM1 Globally

Amendra PratapBI Architect

Macquarie Group

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About Macquarie Group

FY13 Net Profit $ A 1.26 Billion Net Income $ A 8.1 Billion Net Operating Exp $ A 6.0 Billion

Assets under management $A 427 Billion Over 13000 staff globally International Income 68% of total 6 Operating divisions and 4 support divisions

Established in 1969, Macquarie Group is a global financial services provider. It acts primarily as an investment intermediary for institutional, corporate and retail clients and counterparties around the world.

Macquarie has built a uniquely diversified business. It has established leading market positions as a global specialist in a wide range of sectors, including resources, agriculture and commodities, energy and infrastructure, with a deep knowledge of Asia-Pacific financial markets

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TM1 Journey

Users

Year

Purchased as Finance

tool

Moved to IT

Established budgeting and allocation tool

Analytics and

Operations

Strategic Asset

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Lifecycle of BI

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Models & Benefits

Forecasting & Budgeting

• Group wide budgets • Divisional budgets• Consolidations• Reporting (slice & dice)

Recoveries & Allocation

• Allocations calculations• Journal generation• Distributed model

Capital Projection

• Multiple scenario & what if

• Granular calculations• Rapid scenario calc • Reporting (slice & dice)

• Real time reports• Driver based forecasting• Re-use platform• Single source of truth

• Expose business logic• Traceability• Flexibility

• Fast performance• Bottom up calculations• Decision support

Cap

abili

tyB

enef

its

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Approach - Internally

Building Team

Modular Architecture

Vendor Partnerships

Ease of Maintenance

• Hire the best• Induct and train • Empower• Best practice

• Share the knowledge• Treat as partners• Encourage ideas & feedback• Team extension

• Scalable• Agile • Smaller project size• Replication feasibility

• Self service • Provide training to the users & super users• Keep track of maintaining & reducing support tickets• Documentation & peer reviews

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Approach – Business Facing

Governance

Engage

Deliver Value

Consult

• Steering committee establishment• Business approvals• Financial tracking & reporting• Capture and track risks

• Solve business problems• Smaller projects mean solution derived sooner• Benefits captured and articulated• Lower the cost of ownership (of BI capability)

• Early stage business users engagement• Listen• Gameification in projects • Allow business champions to showcase “their” model

• Became a trusted advisor• Have an opinion • Business focused• Mixing strategic with tactical solutions

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Design Philosophy

Partner with business Scalability Distributed modular architecture Expose business logic Iterative implementation Strategic view Maintainability Co located delivery team

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Monitoring Application

Multiple Servers/Models/Locations Require Automated Monitoring and Notification

Application usage User logging and analytics Server monitoring Change impact Health checks Identify outliers

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Future

 

Exploit the strong platform already built More Interaction with other applications Automation Data management Better user interface Visualisation Apply analytics on data in the systems

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Questions

@amansyd

Amendra Pratap

©2014 IBM Corporation

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