BAM BI – Business Activity Monitoring and BI

BAMBI – Business Activity Monitoring and BI

GREETINGS AND WELCOME!

Business Activity Monitoring & BI(BAMBI)

What do you want to see? Numbers… Activity… Anticipated Action...


• What is it?

• More importantly, what would you like it to be?

• How are you leveraging the information you have to drive your business, motivate your people, measure your goals, monitor your progress, track your success and deliver on your “promises” etc….

• Let’s look at and talk through some ideas, scenarios and business drivers


Members

# Members

Products

Transactions

Average Tenure

Home Banking

# Users

# Logins

Transactions

% GrowthBill Pay

# Users

# Active users

# Bills Paid

$ Paid

# Billers

% Growth

Mobile Banking

# Users

# Logins

Transactions

% Growth RDC

# Users

# Logins

# Checks Deposited

$ Volume Debit Cards

# Members

# Cards

Signature Rewards

Transactions

$ Volume of Transactions

Numbers


ACH Process

Credits Posted

Payroll Posted

Debits Posted

Transfers Posted

Monday

4:30am

4:40am

5:10am

5:30am

Tuesday

Time

Time

Time

Time

Wednesday

Time

Time

Time

Time

Thursday

Time

Time

Time

Time

Friday

Time

Time

Time

Time

StatusMiser Online (Time):

PRODMISER:

PRODATM:

BI Refresh:

ALTINS PostedALTIN Name

ALTIN Name

ALTIN Name

ALTIN Name

eDeliveryIB: Logins

CUPAL: Logins

Mobile: Logins

Bill Pay File Sent:

Help DeskAgents Available:

Tickets Worked:

TS User Count:

Statement Process

Generation

Printed

eStatement

Mailed

Statement Cycle 7

3/7/2013

3/9/2013

3/10/2013

3/11/2013

Statement Cycle 21

Date

Date

Date

Date

Statement Cycle EOM

Time

Time

Time

Time

Operations


January

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

February

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

March

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

April

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

May

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

June

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

July

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

August

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

September

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

October

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

November

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

December

ACH

ATM

IB

MB

RDC

MISER Desktop

SLA

High

Medium

Low

Bad

Service Quality


Customer Trust

ACH

ATM

Home Banking

Mobile Banking

Loan Origination

Remote Deposit

Website

Miser Desktop

High

Medium

Low

Bad

Trust Level


iDASHBOARDS


iDASHBOARDS


MS Performance Point


MS Performance Point


Excel and Pivot Tables

0-CK Bal Les

s Than

0

2-CK Bal 10-99

4-CK Bal 500-1,499

6-CK Bal 5,000-19,999

8-CK Bal 100,000+

0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

New Member Check-ing Balances

Total

0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

30.00%

1-Community Charter Members2-New TIP Charter Members3-Legacy TIP Charter Members4-Merged Members

Total Member Checking Balances



No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes1-NCC on 0

days2-NCC on 1-

4 days3-NCC on 5-

9 days4-NCC on

10-19 days5-NCC on

20-29 days6-NCC on

30-49 days7-NCC on

50-99 days8-NCC on 100+ days

0

5000

10000

15000

20000

25000

30000

35000


Total Members who Live Nearby a Branch and National Con-tact Center Usage 2012 – Number of days called the NCC



No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes1-Branch on

0 days2-Branch on

1-4 days3-Branch on

5-9 days4-Branch on 10-19 days

5-Branch on 20-29 days



8-Branch on 100+ days

0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

30.00%

35.00%


Total Members who Live Nearby a Branch and Branch Usage 2012 – Number of days visited a branch


THANK YOU

Documents

BAM BI – Business Activity Monitoring and BI