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MAIA Intelligence Welcomes you to the meet on ‘Corporate Performance Management (CPM) for Financial Services Enterprise’ Mumbai – June 22, 2007
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
