INTERNAL USE ONLY

Financial Performance Navigator- Mobile Dashboard with SAP Design Studio/Graphomate -

August 31, 2016

Michael Schramm / Michael Hutter (winnovation AG)

Group Planning & Performance Reporting

INTERNAL USE ONLY

Intro –Zurich

Why – The Case for Change

Context – The Global InsightZ Program

Foundation – The System Landscape

Project approach, timeline, team composition

Demo – The Financial Performance Navigator LIVE

Discussion

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Our Journey Today

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Zurich’s Performance Reporting is Based on Traditional Concepts

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Paper based and static

Layered, with separate reports for each segment and region

Not easy to drill-in to the performance of a specific business units

Often not intuitive to navigate to the “root cause”

Is tablet enabled and can be accessed over the internet

Comprises financial information for the Group and all Segments

Allows to drill-in to each of the business units within segments

Is a fast track to answers on performance questions, triggering questions for specific deep dives

Our reporting today is… But we want something, which…

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Easy access via mobile devices, such as iPads (single sign-on is a must)

Accurate information (small error margins to accounting actuals; materiality matters)

Timely information (the best set of KPIs is worth little when it comes after the ‘battle’ has been fought)

Easy grasp of content (small adaptation effort) Relevant content (information must matter – less

is sometimes more, but not always) Performant application (the tool must have

meaningful response times and be reliable, to be adopted by impatient execs)

What Matters to our Future User Group

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Global MIS

Global Actual/Forecast

Global Planning Solution Release 2

Global Planning Solution Release 1

Global Process & Technical Design

Build Technology Infrastructure BPC10.0

Build Technology Infrastructure SAP NW/AO/DM

Global Process & Technical Design

Dashboard – FPN

Global Scenario Modelling

2011 2012 2013 2014 2015 2016

Standardized Traditional Reporting/Ad-hoc

Integrated Master Data

Global InsightZ InitiativeCreating a State of the Art FP&A Environment

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Global InsightZComponents of System Landscape (mainly SAP)

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Group Financial ConsolidationActual

Life Actuarial (MCEV)

Functional Direct ExpensesActual

Global InsightZPlan

Global InsightZACT/FC

Global InsightZMIS (BW)

Dat

a Tr

ansf

orm

atio

n

Harmonized Information

Global InsightZAd hoc reporting:Analysis for Office

(AfO)

Global InsightZPack production:

Disclosure Management(DM)

FPNGlobal InsightZ

Dashboard (mobile):SAP Design

Studio/Graphomate

BEx Queries

Global InsightZ

GlobalInsightZ

Master DataManagement

InsightZSharePoint

CollaborationPlatform

Automated interface

Citrix

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Data Sourcing ConceptKPIs

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…

KPI Sourcing Query FC CY

KPI Sourcing Query Act PY

KPI Sourcing Query Act CY

Analysis Process Designer

Analysis Process Designer

Analysis Process Designer

Global InsightZ MIS

Data Aggregation and Transformation

- Transform RKF and CKF to KPIs;

- Aggregate data

- Derive FPN Segment, Region, Subregion, BU

- Derive value for Reporting Period

- Skip records with Amount $0

KPI ReconQuery MIS -dashboard

KPI Sourcing Query Plan CY

Analysis Process Designer

Cockpit (L1)

Segment Level (L2)

Region Level (L3)

Sub-regionLevel (L4)

GI BU OverviewLevel (L5)

GI BU Detail Level (L6)

FPN dashboardqueries

GL BU OverviewLevel (L5)

GL BU DetailLevel (L6) FPN

Dashboard

KPI layer & data history

File upload for non-MIS KPIs

Self-service Analyticsand Modeling

NEXT STEP

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Project approach and challengesFinancial Performance Navigator

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Jan – Feb 2015 showcaseSCRUM – 4 sprints in 9 weeks4-6 developers / consultants

Jan – Apr 2016 projectAgile approach with daily huddles, Kanban backlog and bi-weekly business owner feedback/decision meetings9 developers / consultants with 60% assignment

New technology, no in-house skills Near shore outsourcing activities in Finance

and IT during 2016 Team members distributed in 2 countries

and 3 locations No full time team assignment Not possible to apply SCRUM

2 external design studio consultants from winnovation with SAP BW, Design Studio, CSS, Javascript and graphomate skills

1 internal IT resources with SAP BW skills 2 external IT resources with SAP BW skills 4 internal developers from Bratislava with

SAP BEx, SAP BW, Javascript skills

Project team Challenges

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Design of Financial Performance Navigator (DS V1.6)and make use of graphomate add-on

Best practice visualization for various KPI’s to be most widely used on various mobile devices (iPads)

Do’s & Dont’s in Dashboard Visualization for mobile use (easy access, easy grasp, precise, relevant & performant)

Advise, Coach & Support an agile visualizationproject - all stakeholders involved

Build a performant FPN dashboards (demo) in 4 sprints with daily huddles, backlog and bi-weekly business owner feedbacks

Upskill personnel to have them fulfill their project role & role in operation (maintenance, enhancement)

Ensure proper documentation for handover to operation

Financial Performance NavigatorHow winnovation has supported us

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Live demo… maybe you realize something …

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Thank you

Group Planning & Performance Reportingzurich.com

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