MAIA IntelligenceWelcomes you to

the meet on

‘Corporate Performance Management (CPM)

for

Financial Services Enterprise’Mumbai – June 22, 2007

TECHNOLOGY

Business Challenges

Transaction Volume

Market Volatility

Consolidation

CreditManagement

Government Reforms

Large Customer base

Skilled Manpower

Risk Management

Today’s Business Pressures

Rapidly Changing Conditions• How can I accelerate my planning

and decision cycles?

• How do I monitor conditions and take early corrective action?

Accountability, Transparency• How do I comply with corporate

governance requirements?

• How can I ensure accurate, timely reporting?

Ineffective Decision Support• How do I filter extraneous data

and focus on relevant information?

• How can I access and rationalize disparate, fragmented data?

Efficiency & Cost Control• How can I sustain / improve

profitability?

• How do I keep information current?

Marketing

Risk

Service

Sales

Project MgmtHuman

Resources

Credit

Finance

Plan &ModelPlan &Model

ExecuteExecute

Report &Analyze

Report &Analyze

Corporate Performance Management

‘Corporate Performance Management (CPM) is the area of

Business Intelligence (BI) involved with monitoring and managing

an organization's performance, according to

Key Performance Indicators (KPIs)

CPM Significance

• Marketing Departments can develop better products & services, assess the results of campaigns, better understand their target market, cross sell, upsell…

• Credit Departments can leverage CPM for collaborative analysis and slicing and dicing data in new and creative ways

• Human Resource Departments can use it extensively to analyze the workforce and the impact of salary and related decisions

• Executives can get real-time access to key performance indicators, and would be able to interact and drill-down on data as against a static number

• Portfolio & Fund Departments can analyse patterns for effective and faster investment decisions

What CPM enables?• Make the right investments in products, people, projects and processes

• Continuously assess operational performance based on key performance indicators and historical trends

• Adjust & re-align strategies as needed to achieve organizational goals

• Deliver consistent information to all levels within the organization for collaborative performance

• Visualise enterprise-wide planning and budgeting in a single model

• Analyze customer, product and services profitability in real-time

• Consolidate financial data from disparate sources across the entire enterprise

• Standardise on data communication, data comprehension & data control

• Optimise IT resources and infrastructure

• Single version of the truth

CPM Framework

C3 : Communication, Comprehension, Control

CPM Elements

Business Measurements

Information Management

Business Processes &

Activities

Operational Objectives

Strategic Objectives &

Goals

IT infrastructure

CPM factors

Internal External

Business Functions Statutory Compliance

Data Integration Market

Hierarchy External Entities

Security Industry Regulations

Operational Discipline Competition

Initiating CPM

• Integrate and take advantage of existing IT assets

• Identify the data integration strategy

• Identify a Business Intelligence strategy (Operational + Tactical)

• Blending Business Intelligence with elements of planning, budgeting and appropriate-time monitoring

• Identify measurable Business Performance Parameters (BPP)

• Peg operational data with BPP

• Improve and simplify pegging continuously

Structured CPM methodology Eg: KPI

Back Office application running on Oracle, Transaction application running on SQL,

KPI Data Sources

BothKPI Internal or Customer Facing

Mr. ABCKPI Benefactor

Mr. ABCKPI Initiator

Mr. XYZKPI Sponsor

7days, 1 dayAnticipate Upper and Lower Limits

Plus or minus 1 dayKPI Upper & Lower Tolerances

Less than 3 daysKPI Target Value

DaysKPI Unit of Measure & Formula

12 months, DailyKPI Life Span & Reporting Periodicity

31-Mar-08KPI End Date

1-Apr-07KPI Start Date

Better Cash flow KPI Benefits

Maintain credit period of less than 3 daysKPI Objective

Ageing AnalysisKPI Description

Data Communication

Data Comprehension

Data Control

Data Communication

Data Comprehension

Data Control

Summary

• CPM is not a technology, but a Business Strategy

• Core concept for CPM : C3 (Communication, Comprehension & Control)

• Business Intelligence is an Intelligent first step in incorporating CPM

MAIA Intelligence

• New & only Indian champion in the Business Intelligence space

• Presence in Financial Services Segment with customers like Asit C. Mehta, Edelweiss Capital, Reliance Mutual Fund…

• Innovation in incorporating BI with an Operational approach and low TCO

MAIA Core Purpose

‘MAIA’s software products

will help enterprises to achieve their growth objectives

by enabling

faster, better and effective decisions

at all levels’

MAIA Core Team Values

• Never Being Satisfied

• Winning – beating others in a good fight

• Opportunity based on merit; no one is entitled to anything

• Fanatical attention to consistency and detail

MAIA Core Customer Offerings

• Give results, not sales pitches

• Talk to customers about partnership, not products

• Understand customer needs for better decision making

• Customers should get inspired by meeting us

Thank You!

Sanjay MehtaCEO

sanjaymehta@maia-intelligence.com

Vikram KoleHead – Marketing

vikram@maia-intelligence.com