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MAIA Intelligence
Welcomes you to
the meet on
‘Corporate Performance Management (CPM)
for
Financial Services Enterprise’
Mumbai – June 22, 2007
Business Challenges
Risk
Management
Market Volatility
Large
Customer base
Skilled Manpower
TECHNOLOGY
Consolidation
Transaction
Volume
Government
Reforms
Credit
Management
Today’s Business Pressures
Accountability, Transparency
• How do I comply with corporate
Rapidly Changing Conditions
• How can I accelerate my planning
governance requirements?
and decision cycles?
• How can I ensure accurate, timely
• How do I monitor conditions and
reporting?
take early corrective action?
Sales
Marketing
Credit
Risk
Finance
Service
Human
Resources
Project Mgmt
Ineffective Decision Support
• How do I filter extraneous data
and focus on relevant information?
• How can I access and rationalize
disparate, fragmented data?
Plan &
Model
Execute
Report &
Analyze
Efficiency & Cost Control
• How can I sustain / improve
profitability?
• How do I keep information
current?
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
Strategic
Objectives &
Goals
Business
Measurements
Operational
Objectives
IT
infrastructure
Information
Management
Business
Processes &
Activities
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
KPI Description
Ageing Analysis
KPI Objective
Maintain credit period of less than 3 days
KPI Benefits
Better Cash flow
KPI Start Date
1-Apr-07
KPI End Date
31-Mar-08
KPI Life Span & Reporting Periodicity
12 months, Daily
KPI Unit of Measure & Formula
Days
KPI Target Value
Less than 3 days
KPI Upper & Lower Tolerances
Plus or minus 1 day
Anticipate Upper and Lower Limits
7days, 1 day
KPI Sponsor
Mr. XYZ
KPI Initiator
Mr. ABC
KPI Benefactor
Mr. ABC
KPI Internal or Customer Facing
Both
KPI Data Sources
Back Office application running on Oracle, Transaction application running
on SQL,
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 Mehta
CEO
[email protected]
Vikram Kole
Head – Marketing
[email protected]