Data Driven Decision Making...In-house developed reports MIS reports that link eComm Power Pivot KPI Spread sheet SVN Wiki release pages ... •JIRA works with AGILE management where

Data Driven Decision Making Kimberly Chan & Molly Mioduszewski

Fixed Income IT

13 December 2013

Agenda

Background Goals & Objectives Methodology Findings and

Conclusions & Recommendations

Summary

13/12/2013 2

Data Driven Decision Making

Background

Decision Making

Project Reporting

Data Reporting

13/12/2013 3


Background - Areas of Focus

13/12/2013 4


CA Clarity

Programme and Portfolio

management

Time Tracking

Project reporting

JIRA

Task management

Supports AGILE teams

Bug tracking, feature/request management

Estimate to Complete (ETC)

Budget

Forecasting

Agenda

Background Goals & Objectives Methodology

Findings and Conclusions &

Recommendations Summary

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Goals & Objectives

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Understand Clarity usage and best practice required to support effective decision making

Improve application of the Estimate to Complete (ETC) measure

Enhance JIRA’s visibility and connectivity to Clarity

Agenda



Summary

13/12/2013 7


Methodology

13/12/2013 8


Research

Primary Interviews

Survey

Secondary Interviews

Conclusions

Agenda



Recommendations: Clarity

Summary

13/12/2013 9


Clarity Findings

Primary Interviews

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•  Used mainly for budgeting time •  Inconsistent data quality •  Benefits are misunderstood

•  Recently implemented

Clarity Survey Results: User Information

13/12/2013 11


Number of Respondents 288

Clarity Survey Results: User Information contd.

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Role Percentage of Respondents Number of Respondents Execution Manager 75.00% 6 Program Manager 62.50% 25 ProjectManager/Team Leader 45.00% 72

Total 103

Clarity Project Card

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Clarity Project Card contd.

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13/12/2013 16


Survey Results – Clarity Project Card

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0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100% Project Card Component Ra0ngs

Essen1al

Helpful

Unnecessary

Components Between Q1 and Q2: •  Back to Green Plan textbox

•  Baseline textbox

•  Key Milestones Top 10 List

•  P&L in m€ •  Project Costs •  Running Costs

•  Project Approvals

Components Below Q1: •  Gantt Chart

•  Financial Comments textbox

•  Notes textbox

•  Planning Comments textbox

•  SteerCo Planning textbox

•  SteerCo Members textbox

Evaluating Components with a Weighted Scale

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Additional and Suggested Components

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0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

30.00%

35.00%

40.00%

45.00%

50.00%

Reasoning and Objec1ves for the Project

Budgets Represented in Man Days (MD)

Budgets including Es1mate to Complete

(ETC)

% of R

espo

nses

Component

Addi0onal Components

Respondents’ Suggestions:

• Cost benefit of project

• ETC for budget and forecast

• Evolution of budget

• Risk & Issues

Components % of Respondents Number of Responses Reasoning and Objectives for the Project 29.27% 24 Budgets Represented in Man Days (MD) 46.34% 38 Budgets including Estimate to Complete (ETC) 24.39% 20

Clarity Findings


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•  Gantt Chart is helpful but not necessary unless it can assist in budgeting

•  Project financials would be better represented in man days

•  May be helpful to have customized Project Cards per teams

Conclusions and Recommendations - Clarity

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Proposed Project Card Template Page 1



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13/12/2013 23




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Agenda



Recommendations: ETC

Summary

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ETC Findings

Primary Interviews

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•  Included in Clarity but not used properly

•  No defined use for reporting

•  Not commonly used in project teams

Survey Results – Estimate to Complete

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6% Yes

40% Did not respond

17%

8% 22%

7%

54% No

Why employees are not using ETC

ETC Findings


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•  Currently not used but would be beneficial for forecasting

•  Needs more education on usage

•  Would be better represented in REAL time

Conclusions and Recommendations - ETC

Further investigate

Implement company-

wide standard

Incorporate a real time measure

Track improvement

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•  ETC usage is not currently optimized

Agenda



Recommendations: JIRA

Summary

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JIRA Findings

Primary Interviews

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•  Useful tool for task management

•  Contains useful internal features

•  Produces data that is updated in Clarity

Survey Results – JIRA external reporting

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18%

41%

5% 4%

7%

25%

External Reporting tools

None

Excel

Businees Objects

FX intelligence

JIRA

OTHER

Tableau In-house

developed reports

MIS reports that link eComm

Power Pivot

KPI Spread sheet SVN Wiki release

pages Quality

Centre/Index

Survey Results – JIRAs connectivity with Clarity

13/12/2013 33


66%

24%

4% 6%

How JIRA is connected to Clarity

Not Manually Web Other

Other Responses: • In unused Clarity fields

• Not at the moment, but would be ideal

• Connection was not well made at the present

• JIRA works with AGILE management where Clarity works with waterfall management

JIRA Findings


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•  External databases are team specific

•  There is no current linkage with Clarity

Conclusions and Recommendations - JIRA

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Visibility • JIRA has many unused internal reporting tools

• There is no majority of external reporting tools

Increase user access of JIRA throughout FIIT

Share best practices Track improvement

Conclusions and Recommendations - JIRA

13/12/2013 36


Connection to Clarity •  JIRA has no formal connection to Clarity

•  Employees presently are manually entering JIRA data into Clarity

•  Received a positive reaction

•  Optimization of Project Mapping

•  Employees would gain more value added time

Further investigate shared data

Understand possible

connections Test

connections Track

improvement

Agenda



Summary

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Summary - Clarity

13/12/2013 38


Suggested Clarity Project Card

Summary – Clarity Recommendations

Regularly review project card

Investigate potential of customizing project cards

per team Training sessions for

Clarity

13/12/2013 39


Summary – ETC Recomendations

Further investigate

Implement company-

wide standard

Incorporate a real time measure

Track improvement

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Summary – JIRA Recommendations

13/12/2013 41


Increase user access of JIRA throughout FIIT Share best practices Track improvement

Further investigate shared data

Understand possible

connections Test

connections Track

improvement

Visibility

Connection with Clarity

Acknowledgements

•  Philip Coleman •  David Purdie •  Fixed Income Information Technology teams

•  Prof. Arthur Gerstenfeld •  Prof. Kevin Sweeney •  Prof. Jon Abraham •  Prof. Micha Hofri •  Interdisciplinary and Global Studies Division office

13/12/2013 42


Questions?

13/12/2013 43

Kimberly Chan: [email protected] Molly Mioduszewski: [email protected]

Documents

Data Driven Decision Making...In-house developed reports MIS reports that link eComm Power Pivot KPI Spread sheet SVN Wiki release pages ... •JIRA works with AGILE management where