TM1 in Macquarie - Amendra Pratap (Vision 2014- Orlando)

Deploying IBM Cognos TM1 Globally

Amendra PratapBI Architect

Macquarie Group

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

TM1 Journey

Users

Year

Purchased as Finance

tool

Moved to IT

Established budgeting and allocation tool

Analytics and

Operations

Strategic Asset

Lifecycle of BI

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

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

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

Design Philosophy

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

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

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

Questions

@amansyd

Amendra Pratap

©2014 IBM Corporation

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TM1 in Macquarie - Amendra Pratap (Vision 2014- Orlando)

Data & Analytics

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