Value of Integrated Data in Government

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Transcript Value of Integrated Data in Government

Government’s New Frontier:
Leveraging data for more insight,
greater efficiency
Government & Health Technologies Forums 2005
Presenter:
Rick Makos, President
Teradata Canada
NCR Corporate Overview
2004 Revenue
by Business Unit
• Fortune 500 company
• Global operations in more than
100 countries & territories
• 28,500 employees
Teradata
Financial
Retail
Systemedia
Customer Service
Payment & Imaging
Other
• 9% revenue increase, $5.984B
• 6.1% improvement in NPOI from
4.2%
Retail
Solutions
2 >
Teradata
Data Warehouse
Financial
Solutions
Systemedia
Worldwide
Customer
Services
Teradata, a division of NCR
Who are we
Teradata is the global leader in enterprise data warehousing
and enterprise analytic technologies and services. Teradata
is 100% focused as a company on the BI, Data Warehousing
solution space. (100% of people, R&D, Solutions,
Partnerships, and Training)
• What We Do: Teradata gives companies a single, integrated data
source for analysis so they can make better, faster decisions that
help drive top and bottom line growth.
• How We Do It: Using an enterprise data warehouse approach and
proven, powerful technology, Teradata provides new insights with
analytic capabilities that turn data into information.
• Why Believe: Teradata has a successful track record helping
leading companies around the world leverage their organization’s
data for analysis and decision-making.
• Driven By Visionary Customers
3 >
Teradata Differentiators:
> Focus on Data Warehousing
> Experience - Proven track record & strong customer references
> Powerful Technology & Full Suite of Data Warehouse Services
> Enterprise Approach
Teradata Approach to Market
Integrated Data
Warehouse Solution
Consulting
Analytics
Partners
Platform
Support
4000+ Professionals
Worldwide
4 >
• Solve industry-specific analytical
business problems
> Teradata CRM, Financial
Management, Demand Chain
Management, Supply Chain
Intelligence, Value Analyzer
• Partner with key analytic technology
providers and system integrators,
e.g.,
Exploit the Value of Information
• Data…one of your most valuable assets.
• Governments are continually facing data challenges like
inflexible analytic capabilities.
• To make better decisions you need to
exploit data, better access to it.
• Why?
> Data can answer questions
that can solve problems
and/or challenges.
• Integrated data takes you
to the next level of analysis
and decision making.
5 >
What Would It Be Worth?
• If you could answer questions such as…
> Who is not filing their business or personal taxes?
> How much money has not
been collected because of
non-compliant taxpayers?
> What is the impact of this
loss of revenue?
> How long will it take to identify
non-compliant taxpayers?
Enterprise Data Warehousing – the foundation for High Impact
Operational Questions
6 >
What Would It Be Worth?
• If you could answer questions such as…
>
>
>
>
>
>
Do you know that an event has occurred?
When did you become aware of the event?
What is the impact of the event?
What will you do as a result of the event?
How long will it take you to take action?
And can you handle an event you did not anticipate?
Enterprise Data Warehousing – the foundation for High Impact
Operational Questions
7 >
Advantages of an Enterprise Data Warehouse
• A centralized, integrated enterprise data warehouse is the
optimal solution for delivering integrated data.
> Single, integrated view of agency operations providing consistent
and accurate information.
> Enables better, faster decisions.
> Improve Operational Effectiveness.
Operational
Effectiveness
Preformance
View
$20M
Transaction
View
Transaction
View
Mission
View
Mission
View
Investment
$10M
$M
8 >
Mission
View
Evolution to
Enterprise View
Why “one size fits all” approach to
managing data is not the answer
Computing Architecture: Building For Agility
• More than 2/3 of new applications will emit business
events by 2008 (0.6 probability)
Rapid response to change
Increased business relationship flexibility
Lower transaction costs
Process and goal consistency
Semantics
Metadata
Standards
Rapid response to change
Rapid response to change
Rapid response to change
Rapid response to change
Rapid response to change
Increased Agility
and Complexity
Rapid response to change
Rapid response to change
Era of:
Hardware
Software
Access
Source: Gartner Symposium IT Expo 10/17/04, “Technology Radar Screen 2005-2014”
10 >
Process
Events
Goals
Typical Technology Infrastructure
“Data Warehouse”
Environment
Data
Technology
Providers
ERP / SCM
Back-Office
Operational
Systems
11 >
SAP
PeopleSoft
Oracle
i2
Manugistics
Marts
Oracle
CRM
Front-Office
Operational
Systems
Siebel
PeopleSoft
Oracle
Clarify
BroadVision
Multiple Data Marts:
Higher Risk, Higher Cost
• Analysts believe that multiple data mart
projects can:
> Result in failed projects nearly 3X more often.
> Suffer 70% higher cost per subject area.
> Are costly: Annual cost to maintain one data
mart = between $1.5 million and $2 million.
> Gartner: Reduce costs by 50 percent; increase
value of BI applications by 500 percent by
consolidating data marts.
12 >
Evolving to a Complete Decisioning
Environment – Enterprise Data Warehouse
ERP / SCM
Back-Office
Operational
Systems
13 >
Better, Faster
Operational Actions
Environment
• Single view of
the business
• Detail-level
analysis
• Unlimited
growth
• Real-time
data access
• Eliminate
expensive,
inefficient
data marts
Better, Faster Customer
Communications
Enterprise Data Warehouse
CRM
Front-Office
Operational
Systems
Think
Enterprise
Paradigm
Audit
Targeting
(110)
Audit
Churn
Targeting
Churn
Growth
Churn
Growth
Customer
Growth
Customer
Customer
Tax
Forms
Billing
Billing
(110)
Billing
14 >
“The
Business
User”
Business Value
IT Development
Tax Forms
Department
Paradigm
Big, Start Small
“The
IT
Provider”
“The
Business
User”
Business Value
IT Development
“The
IT
Provider”
Think
Big, Start Small
“The
Business
User”
Audit Targeting
+ Collections
Enterprise
Paradigm
Business Value
IT Development
Tax Forms
(110)
Department
Paradigm
Audit
Churn
Taregting
Churn
Growth
Churn
Growth
Customer
Growth
Customer
Customer
Tax
Forms
Billing
Billing
(110)
Billing
(90)
Collections
“The
Business
User”
Business Value
IT Development
Payments
(150)
15 >
“The
IT
Provider”
“The
IT
Provider”
Think
Audit Taregting +
Collections +
Tax Policy
Big, Start Small
Optimized cost structure
Store once, use many times
Single view of enterprise
“The
Business
User”
Enterprise
Paradigm
Business Value
IT Development
Tax Forms
(110)
Department
Paradigm
Asset
Churn
Reporting
Churn
Growth
Churn
Growth
Customer
Growth
Customer
Customer
Tax
Forms
Billing
Billing
(110)
Billing
16 >
(90)
Collections
“The
IT
Provider”
(200)
Tax Policy
“The
Business
User”
Business Value
IT Development
Payments
Demographics
(150)
(350)
“The
IT
Provider”
2005 Analyst Trends
Advances in Technology: Infrastructure
• The deployment of real-time infrastructure (RTI) is inevitable.
Through 2008, it will roll out in phases to drive lower costs, provide
greater agility and improve quality of service.
• Moving to RTI will improve service quality, improve agility and reduce
IT operations/infrastructure costs by 11 percent to 14 percent of the
data centre budget, before investments are made.
Real-Time
Infrastructure
IT-Enabled
Business
Agility
Service / Infrastructure Fusion
Transition
Predictive Optimization
Automated Problem Resolution
Policy-Based Resource Allocation
Chaotic
Distributed
Computing
Environment
IT Service Management / Process Maturity
Self-Managing Resources
Infrastructure Standardization and Instrumentation
Computing and Infrastructure Islands, Chaotic, Expensive Management
1998
2003
2008
Source: Gartner Symposium IT Expo 10/17/04, “Gartner Scenario for the Future of IT – Disruptions and Discontinuities”
18 >
2013
Real-Time Infrastructure: Efficient, Flexible
• Policy-based management for the distributed
environment will become a reality from 2006 through
2010 (0.7 probability). The RTI will be inevitable, rolling
out in phases through 2010 (0.8 probability).
OPTIMIZATION
Efficient utilization of
resources to service
policies
IT service definitions
Service agreements
Business priorities
Self-discover, install and
integrate
• Applications
• Middleware
• Databases
Resources
• Compute
• Store
• Network
Identities / Security
Source: Gartner Symposium IT Expo 10/17/04, “Top 10 Strategic Technologies for 2005”
19 >
AVAILABILITY
Policies
POSITIONING
Workloads / Data
Services
That meets business
requirements
Avoid, predict, react to
failures
Business Process Fusion Must Be
Communications-Enabled
• By 2010, 80 percent of organizations will have integrated
communications (voice, IM, messaging) into some
business applications/processes (0.8 probability)
2004: Current Reality
Market
Event
CRM
Extended Enterprise
ERP II
Real-Time Voice or
Messaging
Infrastructure
Industry
App
Back
Office
Real-Time Voice or
Messaging
Infrastructure
Whenever human intervention or a
decision is required, the process
must stop and move to a different
infrastructure /process chain
Each human intervention can add
minutes, hours, days or weeks to the
process
2008: Future Potential
Market
Event
Trading
Grid
Human intervention may still be
required, but with communications
integrated into the process –
presence, messaging, real-time voice
– the delays are minimal. The
application will contact the
appropriate person using a
communications application
Source: Gartner Symposium IT Expo 10/17/04, “Gartner Scenario for the Future of IT – Disruptions and Discontinuities”
20 >
Advances in Technology Require a Service
Delivery Model for Applications
• By 2006, companies must have adapted their architectures and
infrastructures to aggressively begin deploying composite
applications. Those lacking these capabilities will operate at a distinct
competitive disadvantage.
New application capabilities
drive process availability
Business Agility:
Event-Driven
and Adaptive
Processes
Traditional applications wrapped or SOBAenabled broad availability
Composite
Applications
New applications/services broadly available to
configure compound, fused processes
Early fusion-capable applications appear
Early availability of new applications that are “pure” SOA
from vendors
Composite development approach dominates – services enhance
or extend legacy applications
Applications
Maze
Service software markets appear – products mainly individual
services (greater than 70 %): few applications (less than 30%)
Service-oriented architecture development accelerates
2003
2005
2007
2009
Source: Gartner Symposium IT Expo 10/17/04, “Gartner Scenario for the Future of IT – Disruptions and Discontinuities”
21 >
2011
Data Warehousing Key Drivers
• Pent-up demand for data warehousing services.
• Growing data volumes, data complexity and intolerance for
latency (delay).
• Dramatic improvements in hardware price/performance.
• Innovations in database technology.
• Integrated business intelligence (active data warehousing).
• Data mart consolidation advances.
• Service-oriented architecture (SOA) incorporates data
warehousing.
• The need to get to know the customer as a system of
dispositions and behaviours.
• The need to work smarter and reduce costs.
• Data Quality.
• Business Performance Management.
22 >
Data Warehousing –
The “Must Remember” List
• A data warehouse is a solution to a business problem
not a technical problem.
• The warehouse needs to constantly overcome obstacles
that are as yet undefined.
• “Mores Law”: more users wanting more applications
that have more complex and varied analysis against
more data with more frequent updates in a more
timely manner.
• The goal behind the warehouse is consistency and
agreement, not just access.
• The foundation put in place determines the speed, and
duration of the business evolution.
23 >
Enterprise Analytics Topologies
Virtual,
Distributed,
Federated
Data Mart
Centric
Sources
Sources
Middleware
Marts
Users
Users
Hub-andSpoke Data
Warehouse
Enterprise
Data
Warehouse
Sources
Sources
DW
DW
Marts
Users
Users
Independent Data
Marts
Leave Data Where it
Lies
Dependent Data
Marts
Centralized
Integrated Data
With Direct Access
P • Easy to Build
Organizationally
r
o • Easy to Build
Technically
s
• No need for ETL
• No need for separate
platform
• Allows easier
customization of user
interfaces & reports
• Business Enterprise
view
• Design consistency &
data quality
• Data reusability
C • Business Enterprise
view unavailable
o
n • Redundant data costs
s • High ETL costs
• Only viable for low
volume
• Meta data issues
• Network bandwidth and
join complexity issues
• Workload typically placed
on workstation
• Business Enterprise
view challenging
• Redundant data costs
• High DBA and
operational costs
• Data latency
• Requires corporate
leadership and vision
24
• High App costs
• High DBA and
> operational costs
Real-Time-Enterprise Reference Architecture
Legacy Environment
C/S
Enterprise Users — (Browsers and/or Portal)
EDI
Consumers
Suppliers
WAN / VAN
Internal
Legacy Environment
Partners
Internet / Intranet
MSG-MW
MSG-MW
C/S
WAN / VAN
Transactional Services
NW
EDI
Analytic & Decision Making Services
MSG-MW
TX
APPL
TX
APPL
TX
APPL
TX
APPL
DA-MW
DA-MW
DA-MW
DA-MW
ASP / JSP
Service Brokers
MSG-MW
MSG-MW
MSG-MW
NW
DSS
APPL
DSS
APPL
BI
APPL
BI
APPL
DA-MW
DA-MW
DA-MW
DA-MW
Intranet / Message Bus
QD
MSG-MW
MSG-MW
MSG-MW
Event
Notification
Business
Rules
Event
Detection
DA-MW
DA-MW
DA-MW
QD
EDW — A
EDW — B
RS
OLTP1
OLTP2
OLTPi
OLTPn
Business Process Automation
RDBMS based
Event
Processing
Streaming
Batch
Transactional Repositories
25 >
Data Acquisition
Decision Support Repositories
Government & Health Case Studies
What Teradata Brings to the Table
• The leading, most mature, stable and scalable data
consolidation and analysis solution.
> Current clients reflect industry leaders in a variety of government
and commercial areas:
– La Régie de l'assurance maladie du Québec (RAMQ), US Air Force and
US Navy, Army/Air Force Exchange Service (AAFES), Defense Threat
Reduction Agency (DTRA), as well as FedEx, Bank of America, 3M, SBC
– an Enterprise Data Warehouse that grows linearly as your information
needs grow
• Superior domain expertise in data warehousing, data
analysis, and data mining.
> Hardware, software, and the professional services needed to bring
together enterprise knowledge discovery solutions.
> Any question, of any data, at any time.
• Rapid Solution Implementation:
> Teradata solutions available in weeks or months, NOT years
27 >
Province of Quebec - RAMQ
Regie de l’Assurance Maladie du Québec (RAMQ)
An Agency of the Québec Ministry of Health and Social Services
(MSSS)
• Set up by the Québec Government in 1969 to provide a
payment vehicle to Health Care Practitioners for MSSS in
the delivery of Medical, Drug, Dental, Home Care, Eye
Care & Medical Device Services to Québec Citizens.
• Mission Statement – To Maintain and Enhance the Health
and Well Being of Québec citizens.
• 1,677 employees (349 I.T.)
• Funding is provided mostly (80%) by the Provincial
Government to RAMQ – 20% paid by Health Card
28 >
Province of Quebec - RAMQ
• Issued and Manages 8M Health Cards in the Province of
Québec.
• Currently has over 6 years of historical customer data
available on-line on Teradata EDW.
• RAMQ is beginning to assume a greater role within
Ministere de la Sante et Services Sociaux (MSSS) as
custodian of extended provincial Health Care data and
information.
• Teradata installed and in production since early1996.
29 >
• Teradata is a key and core Enterprise Data Warehouse
(EDW) infrastructure for RAMQ in the support of MSSS
Province of Quebec - RAMQ
• Teradata infrastructure is currently made up of a
Development/Test Single Node 4475 system and Dual
Node 4950 Production Systems. Have 1TB of raw
storage on system.
• Initial use of Teradata EDW system was for Compliance
and Fraud detection of Provincial Drug Claims ($1.2B in
2003).
• Currently evaluating adoption of Teradata Warehouse
Miner (TWM) utility software for specific RAMQ Data
Mining applications. Completed successful TWM Proof of
Concept in October, 2004.
30 >
Medco Health Solutions, Inc.
Teradata Customer Since 1993
Customer Profile
Medco is a leading Pharmacy Benefits Manager (PBM) in the United States, and has the country’s largest mail
order pharmacy operations. Medco assists its customers (health plans, large employer groups, Medicaid and now
Medicare) in moderating the cost and enhancing the quality of prescription drug benefits to over 60 million
Americans. Their data warehouse enables them to be a leader in their industry -- in knowledge, innovation,
technology, and in pioneering new products and services. Medco services more than 1,650 health plan sponsors,
almost 60,000 retail pharmacies and 2 mail service pharmacies for its members.
Business Solutions
• Over 47 applications were built
using the Data Warehouse with
10 major applications
• Integration of claims, eligibility,
pharmacy, prescription
provider, drug and formulary
data from 15 systems
• Integrated view of plan
members, scalable platform and
ability to communicate across
multiple channels
• Website fulfills over 165,000
prescriptions each week
Implementation Summary
• 2 billion prescription claims on the data warehouse
• Load approximately 3 million prescription claims daily along side
complex analytical queries and processes
• Manage more than 688 million prescriptions annually
• Maintain 3, 4, or 5 years of history per customer
• Over 2000 active users
• Over 50,000 queries per day
Realizations and ROI
• Saved $40 million in one 6-month period thru lower priced generic
drugs
• Ranked #1 in Customer Satisfaction by J.D.Powers & Associates –
4th year in a row
• 2004 Codman winner from JACHO – reduction of medical errors in
mail-order fulfillment of drugs
• 2002 Realware Award winner for Best Customer Intelligence and
Interaction Application
31 >
State of Michigan, Department
of Community Health (DCH)
Customer Profile
Teradata Customer Since 1991
As the largest department in the State of Michigan, DCH is responsible for managing delivery of health care
services to more than 1.2 million clients and overseeing an annual budget of $9.5 billion. DCH administers many of
the State’s most critical programs, including Medicaid, WIC, and child immunizations.
Business Solutions
• Data warehouse integrates
claims/encounters; beneficiary
eligibility data; provider data; birth
records; death records; long-term
care assessments; WIC data;
immunizations; lead screening;
newborn screening; & notifiable
diseases.
• Fraud & abuse
• Contract management with health
plans
• Healthcare cost & quality
assessment
• Overpayment & COB analysis
• Program effectiveness
• Predict State’s healthcare needs
• Prioritize health initiatives
for future
32 >
Implementation Summary
• Integrated data from nine separate health-related agencies
• Managed and used by agency subject matter/programmatic
experts, not by the IT department
• Over 200 users in Medicaid and 8,000 state-wide
Realizations and ROI
• Estimated annual savings of $75 million–$100 million due to
advanced health care analysis
• Medicaid administrative costs have been reduced by 25 percent
• Recoveries for Medicaid Fraud has doubled
• Maximized Medicaid program savings while sustaining quality
care
• Warehouse helped Michigan go from “last to first” in child
immunization rates
• Track and substantiate savings in Medicaid pharmacy costs
• 2004 TDWI Best Practice Award Winner – Government and
Non-Profit Category
The New York State Department of
Health (DoH)
Teradata Customer Since 1999
Customer Profile
The State of New York’s Medicaid program provides critical health care services to more than 3.7 million
participants – 2.4 million in New York City alone. To serve this constituency, the State processes and analyzes
more than 300 million claims totaling more than $38 billion annually. It is the largest Medicaid program in the US.
Business Solutions
New York is making more rapid, informed
decisions about programs, policies, and
people across its vast Medicaid system.
• Fraud & abuse
• Tracking bio-terrorism indicators daily by
pharmaceutical purchases with acute
illness data from hospital emergency
rooms
• Determining disease patterns and trends
and the best possible treatment
• Tracking drug pattern usage to prevent
abuse
• Program effectiveness
• Service delivery effectiveness
• Enhanced audit control
• Forecasting the cost and utilization of
expensive prescription drugs
• Identification of overpayments
• Responding quickly to legislative
inquiries
33 >
Implementation Summary
• More than five years of history
• 1.3 Billion claims
• 650 users from 47 counties that is expected to grow to
thousands
Realizations and ROI
• First year in operation paid for entire implementation of
the DW!
• Better analysis of integrated data resulted in recoveries
in the millions!
• $16m - Coordination of Benefits, $5m - duplicate
payments, $1 million - overpayments
• $187 million saved due to better policy decisions based
on medical and pharmaceutical analysis
• Millions saved due to efficiency of analysis such as Audit
process reduced to 2 hours from 8 weeks
• 2004 NASCIO Award – Best Information Architecture
Category
WellPoint (formerly Anthem)
Teradata Customer Since 1991
Customer Profile
Anthem Inc. provides health benefits under the Blue Cross & Blue Shield license in 13 states. The company
currently provides medical benefits to more than 28 million members, as well as dental, pharmacy benefit
management and life insurance benefits.
Business Solutions
Regional Solutions – Integrates data
from merged plans: membership,
medical encounters, medical
management, financial, and specialty
data from a variety of internal
operational systems and external
business partners into a consistent
format
Implementation Summary
• Integrated data from BCBS plans of several states into
regional Data warehouses
• Business Objects is primary data access tool
• 2000 users mostly spread over several organizations
(5000 + queries daily)
• Medical Trend & Utilization Analysis
Realizations and ROI
• Risk Management
• Provider Profiling & Management
• Agent/Broker Commissions
• Fraud & Abuse
• Client Reporting
• Litigation Support
• Fraud detection strategies aimed at members and providers provides
highest ROI
• Increased productivity of analysts (80% analysis vs. 80% data
gathering)
• Reduced mortality rates of heart surgery members
• Never was denied a premium increase request since implementation
• Complex utilization & reporting analysis enables winning new
accounts over competition
• 2004 TDWI Best Practice Award Winner for Data Quality &
Management
34 >
Australian Tax Office
Support for Government policy makers…allows
modeling of effect of proposed change
What is the revenue impact of a proposed change to the tax law?
Inheritance tax changes? Deductions per child? Hardship due to SARS?
What constituents are most affected by a proposed change to the tax law?
By Region/Industry/Age Group/income Group
Sophisticated analytics for compliance management.
Identify purposeful evasion, innocent evasion, common mistakes.
Random tax audits shown to be very ineffective in catching purposeful evasion (still
necessary, but far fewer).
Scoring returns on compliance more effective to select files for audit.
Optimization of collections activity.
Able to score filers over several years, identify compliance patterns.
Developed a tax collection strategy that addressed individual cases consistently.
Proactive CRM (Citizen Relationship Management)
Want citizens to understand value of paying taxes.
Focussed messaging e.g.when an airport was improved, the local community
was mailed on how their tax dollars were used.
The ROI of this project was realized many times
35 >
Australian Government
CentreLink Social Services
Mission for advanced data warehousing…
• Dramatically reduce resource leakage:
> Only pay those eligible
• Lower the cost of service delivery;
> Limited case managers
> Refine case selection for more targeted activities.
• Improve effectiveness of existing programs.
• Back to work program:
> What skills development training or support needs to be given e.g.
language skills, daycare, resume?
• Improve the convenience, quality and effectiveness of client
interactions.
> How do you choose which citizens have priority
Critical to measure effectiveness
36 >
Australian Government
Cooperation across departments:
On a periodic basis, under very tight regulatory controls, the
ATO and CentreLink are allowed to temporarily share (match)
information across their data warehouse platforms to identify
issues of non-compliance.
Who is receiving Social Assistance but also pays Income tax from
employment?
Who is receiving Social Assistance but not filing taxes?
This application alone is worth many millions of dollars per year
and pays for the DW investments with ROI in the 1000’s of
percents realm. As leakage was so huge, it is considered too
politically sensitive to publish the actual savings.
37 >
Data Warehousing
and Tax Administration
• A Tax Agency is a very large, complex enterprise.
• Stove-piped legacy systems, and outdated
technology are prevalent.
• Tax administrators know that their data holds great
opportunity for improved mission delivery.
• Data warehousing holds the key to exploitation of
data for compliance improvement and improved tax
administration.
38 >
Iowa Department of Revenue and Finance
Tax Gap Compliance Project
From Ideas to Implementation
How Iowa Turned a Data Warehouse Vision into Reality
Introduce performance based funding.
Data Warehouse Infrastructure
Integration of multiple data sources to support audit selection
and audit performance
Decision Making System
Provide framework to perform advanced ad-hoc and
complex queries
Automated Audit Application
Centralize and automate all audit activities
Interface Programs
Integrate operational systems
39 >
Iowa Department of Revenue and Finance
Tax Gap Compliance Project
•How many businesses are registered with IDRF,
but not filing tax returns?
•How many employers are filing unemployment
records with Workforce Development, but not
filing tax returns?
•How many companies are doing business with
Iowa, but not filing tax returns?
•How many motels are registered and filing
hotel-motel tax, but not filing consumer use tax?
•Federal refunds received by individuals must be
reported on the Iowa income tax return.
$ 9,450,000
$ 365,000
$ 550,000
$ 7,225,000
•Income tax return must be filed if you earn Iowa
source income as a member of a partnership.
$965,000
•You must file an Iowa return for the year in which
you claim “federal tax paid”.
$300,000
2000-2002 Optimized revenues
2004 Optimized Revenues are > $50M
40 >
$ 690,000
$19,545,000
Teradata Tax Solutions: Proven Results
$ High Revenue
$Millions of Dollars to the
Agency
$ Low Risk
$100%+ Success in Meeting
Projections
$Benefit Sharing Model
$ Quickest Time to Results
$Revenue Begins within 6
Months
$Experienced Team
41 >
For Example:
“By providing users with access to detail data
that was never before available, the Teradatabased solution is delivering some substantial
results for the Comptroller’s office and the
residents of Texas.”
– Lisa
McCormack, Area Manager, Audit Division
Texas- $400+ Million since July 1998
Iowa- $50+ Million since July 2000
Sales/Use Tax
Corporate/ Franchise Tax
Withholding Tax
Individual and Business Taxes
42 >
Teradata Tax Solutions: Benefits
$ Millions of dollars in recovered tax revenue
$ Discovery of thousands of non-compliant
taxpayers
$ Optimized use of enforcement resources
$ Improved access to information to provide
better service on taxpayer contacts
$ Less intrusion and reduced burden for
compliant citizens
43 >
Industry Recognition
TDWI Best Practices Award (2003)
Sponsor: The Data Warehouse Institute
Enterprise Data Warehouse: Continental
Airlines; sponsored by Teradata
Government & Non-profit: State of Iowa
Department of Revenue & Finance;
sponsored by Teradata
Integrating Data Marts & Data Warehouses:
Bank of America; sponsored by Teradata
Data Stewardship & Data Quality: AT&T
Wireless Services
44 >
Technology ROI Awards
Sponsor: Baseline Magazine and
Nucleus Research
Harrah’s - Grand Prize Winner
State of Iowa - Winner, Public
Sector
Teradata Tax Solutions
• Products:
> Teradata Tax Warehouse 2.0
> Teradata Tax Discovery Solution 2.0
> Audit Component 2.0
• Services:
> Revenue Opportunity Assessment
> Teradata Revenue Capture Services
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The Teradata Difference:
Giving You the Power to Grow
• Best at Achieving Desired Results
> Single view of the business for greatest accuracy, insight
> Growth-enabling analytical applications
> Empower more people with instant knowledge across the
enterprise
> Drive revenue -- reduce costs
• Solutions that Work
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Simplest to implement, manage and grow
Grow without boundaries
Most powerful technology
Most experienced
professional services
that understand/
master the process
Thank you!
For more information…
Contact Rick Makos at Teradata Canada
E-mail: [email protected]
Web site: www.teradata.com
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