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Software Consolidation and Its Impact on Data Management . Presented by: Larry Goldman DAMA–MN April 16, 2008. Introduction to AmberLeaf Business Intelligence Vision Consolidation History Customer Benefits and Impacts. Agenda. - PowerPoint PPT Presentation
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DATA INFORMATION INSIGHT STRATEGY ACTION
AmberLeaf specializes in quickly breaking down the barriers that stand between your data and action.
Software Consolidation and Its Impact on Data Management
Presented by: Larry Goldman
DAMA–MN April 16, 2008
DATA INFORMATION INSIGHT STRATEGY ACTION
• Introduction to AmberLeaf
• Business Intelligence Vision
• Consolidation History
• Customer Benefits and Impacts
DATA INFORMATION INSIGHT STRATEGY ACTION
Agenda
DATA INFORMATION INSIGHT STRATEGY ACTION
•Data Warehouse/Data Mart strategy, design and development
•Data Integration (ETL on Demand)
•Data Quality•Customer
Information Hygiene
Information
•Reporting Architectures
•Management Reporting
•Business Performance Management
•Analytical Applications
•Measurement and metrics
Insight
•Loyalty Programs•Advanced Analytics•Customer Valuation•Segmentation•Marketing
Optimization•Customer
Experience Strategy• Sales• Service• Marketing
Strategy
•Customer Experience Optimization
•Marketing Automation
•Personalization•Process Design•Change Agents•Service
Optimization•Sales Effectiveness
Action
Urgency, Speed, Focus, Expertise, ResultsUrgency, Speed, Focus, Expertise, ResultsUrgency, Speed, Focus, Expertise, ResultsUrgency, Speed, Focus, Expertise, Results
Breaking Down the Barriers
DATA INFORMATION INSIGHT STRATEGY ACTION
• Introduction to AmberLeaf
• Business Intelligence Vision
• Consolidation History
• Customer Benefits and Impacts
DATA INFORMATION INSIGHT STRATEGY ACTION
Agenda
DATA INFORMATION INSIGHT STRATEGY ACTION
ETL ArchitectureMetadata
ETL Architecture
Access Types
InformationMetadata
Data Reconciliation Processing / Data Watching
Communicate IssuesValidate DataInitiate Data Load
DataFiles
Data MartsStage (TMP & PS) Conform EDWUnix Directories
ExternalParties
Source/LegacySystems
SupportPersonnel
InformationConsumers
CMDM_AUDITAUDIT_KEY
PROC_KEY (FK)PROC_STATUS_CODEPHYQA_STATUS_CODELOGQA_STATUS_CODEPROC_START_DTSPROC_END_DTS
CMDM_PROCESS_PARMPROC_KEYPROC_NAMEPROC_DESCCMDM_PHYQA_ERR_PARM
PHYQA_ERR_KEYINFA_SESS_KEY (FK)TOLERANCE_TYPE_CODENUM_RECS_TOLERANCEPCTG_TOLERANCE
CMDM_LOGQA_ERR_PARMLOGQA_ERR_KEYINFA_SESS_EXP_KEY (FK)TOLERANCE_TYPE_CODENUM_RECS_TOLERANCEPCTG_TOLERANCE
CMDM_ERR_LOGERR_LOG_KEYINFA_SESS_KEY (FK)INFA_SESS_EXP_KEY (FK)AUDIT_KEY (FK)ERR_TYPE_CODEERR_DESCLOGQA_INPUT_VALUEOPER_RESOLUTIONOPER_COMMENTSERR_STATUS_CODEERR_CALLING_MODULE
CMDM_INFA_SESS_STATINFA_SESS_STAT_KEYPHYQA_ERR_KEY (FK)INFA_SESS_KEY (FK)AUDIT_KEY (FK)AUDIT_STAT_DTSNUM_RECS_SUCCESSNUM_RECS_FAILEDNUM_RECS_TOTALPCTG_FAILED_RECSSESS_STATUS_CODESESS_START_DTSSESS_END_DTS
CMDM_INFA_SESS_PARMINFA_SESS_KEYPROC_KEY (FK)INFA_FOLDER_NAMEINFA_WORKFLOW_NAMEINFA_SESS_NAME
CMDM_INFA_SESS_EXP_PARMINFA_SESS_EXP_KEY
INFA_SESS_KEY (FK)EXP_NAMEEXP_DESCLKP_TABLE_NAMESOURCE_NAMETARGET_NAME
Audit Tables
CMDM_AUDITAUDIT_KEYPROC_KEY (FK)PROC_STATUS_CODEPHYQA_STATUS_CODELOGQA_STATUS_CODEPROC_START_DTSPROC_END_DTS
CMDM_PROCESS_PARMPROC_KEYPROC_NAMEPROC_DESCCMDM_PHYQA_ERR_PARM
PHYQA_ERR_KEYINFA_SESS_KEY (FK)TOLERANCE_TYPE_CODENUM_RECS_TOLERANCEPCTG_TOLERANCE
CMDM_LOGQA_ERR_PARMLOGQA_ERR_KEYINFA_SESS_EXP_KEY (FK)TOLERANCE_TYPE_CODENUM_RECS_TOLERANCEPCTG_TOLERANCE
CMDM_ERR_LOGERR_LOG_KEYINFA_SESS_KEY (FK)INFA_SESS_EXP_KEY (FK)AUDIT_KEY (FK)ERR_TYPE_CODEERR_DESCLOGQA_INPUT_VALUEOPER_RESOLUTIONOPER_COMMENTSERR_STATUS_CODEERR_CALLING_MODULE
CMDM_INFA_SESS_STATINFA_SESS_STAT_KEYPHYQA_ERR_KEY (FK)INFA_SESS_KEY (FK)AUDIT_KEY (FK)AUDIT_STAT_DTSNUM_RECS_SUCCESSNUM_RECS_FAILEDNUM_RECS_TOTALPCTG_FAILED_RECSSESS_STATUS_CODESESS_START_DTSSESS_END_DTS
CMDM_INFA_SESS_PARMINFA_SESS_KEY
PROC_KEY (FK)INFA_FOLDER_NAMEINFA_WORKFLOW_NAMEINFA_SESS_NAME
CMDM_INFA_SESS_EXP_PARMINFA_SESS_EXP_KEY
INFA_SESS_KEY (FK)EXP_NAMEEXP_DESCLKP_TABLE_NAMESOURCE_NAMETARGET_NAME
Meta DataRepository
• It has been estimated that ETL and data integration make up anywhere from 50% to 80% of all data warehouse efforts
• ETL technology from leading vendors like DataStage (IBM) and Informatica continue to make their applications easier to use, more scalable, more interoperable, and able to capture better meta-data
• However, for the most part, many users find that these tools have not had any revolutionary new functionality in the last couple releases
DATA INFORMATION INSIGHT STRATEGY ACTION
Dynamic Data Warehousing/MDM
SFASFA Order Entry
Order Entry
StagingStaging
CustomerService
CustomerServiceWebWeb InventoryInventory
ETL EngineETL Engine
CustomerData
CustomerData
ProductData
ProductData
MarketingPerformance
MarketingPerformance
SalesAnalysis
SalesAnalysis
Active Meta DataActive Meta Data
• None of the hard parts of ETL go away
• But some of these technologies bufferthe end result (data mart) from changes in sources, business rules, or business models
• Some generate BI meta data models
DATA INFORMATION INSIGHT STRATEGY ACTION
Business Intelligence Architecture
Decision Support Framework
Metadata
ETL Architecture
Delivery Methods
FTP Client App
Access Types
InformationMetadata
ProcessMetadata
Data Extracts
Data Reconciliation Processing / Data Watching
Communicate IssuesValidate DataInitiate Data Load
DataFiles
Data MartsStage (TMP & PS) Conform EDWUnix Directories
ExternalParties
Source/LegacySystems
SupportPersonnel
InformationConsumers
Web Email
CMDM_AUDITAUDIT_KEY
PROC_KEY (FK)PROC_STATUS_CODEPHYQA_STATUS_CODELOGQA_STATUS_CODEPROC_START_DTSPROC_END_DTS
CMDM_PROCESS_PARMPROC_KEYPROC_NAMEPROC_DESCCMDM_PHYQA_ERR_PARM
PHYQA_ERR_KEYINFA_SESS_KEY (FK)TOLERANCE_TYPE_CODENUM_RECS_TOLERANCEPCTG_TOLERANCE
CMDM_LOGQA_ERR_PARMLOGQA_ERR_KEYINFA_SESS_EXP_KEY (FK)TOLERANCE_TYPE_CODENUM_RECS_TOLERANCEPCTG_TOLERANCE
CMDM_ERR_LOGERR_LOG_KEYINFA_SESS_KEY (FK)INFA_SESS_EXP_KEY (FK)AUDIT_KEY (FK)ERR_TYPE_CODEERR_DESCLOGQA_INPUT_VALUEOPER_RESOLUTIONOPER_COMMENTSERR_STATUS_CODEERR_CALLING_MODULE
CMDM_INFA_SESS_STATINFA_SESS_STAT_KEYPHYQA_ERR_KEY (FK)INFA_SESS_KEY (FK)AUDIT_KEY (FK)AUDIT_STAT_DTSNUM_RECS_SUCCESSNUM_RECS_FAILEDNUM_RECS_TOTALPCTG_FAILED_RECSSESS_STATUS_CODESESS_START_DTSSESS_END_DTS
CMDM_INFA_SESS_PARMINFA_SESS_KEYPROC_KEY (FK)INFA_FOLDER_NAMEINFA_WORKFLOW_NAMEINFA_SESS_NAME
CMDM_INFA_SESS_EXP_PARMINFA_SESS_EXP_KEY
INFA_SESS_KEY (FK)EXP_NAMEEXP_DESCLKP_TABLE_NAMESOURCE_NAMETARGET_NAME
Audit Tables
CMDM_AUDITAUDIT_KEYPROC_KEY (FK)PROC_STATUS_CODEPHYQA_STATUS_CODELOGQA_STATUS_CODEPROC_START_DTSPROC_END_DTS
CMDM_PROCESS_PARMPROC_KEYPROC_NAMEPROC_DESCCMDM_PHYQA_ERR_PARM
PHYQA_ERR_KEYINFA_SESS_KEY (FK)TOLERANCE_TYPE_CODENUM_RECS_TOLERANCEPCTG_TOLERANCE
CMDM_LOGQA_ERR_PARMLOGQA_ERR_KEYINFA_SESS_EXP_KEY (FK)TOLERANCE_TYPE_CODENUM_RECS_TOLERANCEPCTG_TOLERANCE
CMDM_ERR_LOGERR_LOG_KEYINFA_SESS_KEY (FK)INFA_SESS_EXP_KEY (FK)AUDIT_KEY (FK)ERR_TYPE_CODEERR_DESCLOGQA_INPUT_VALUEOPER_RESOLUTIONOPER_COMMENTSERR_STATUS_CODEERR_CALLING_MODULE
CMDM_INFA_SESS_STATINFA_SESS_STAT_KEYPHYQA_ERR_KEY (FK)INFA_SESS_KEY (FK)AUDIT_KEY (FK)AUDIT_STAT_DTSNUM_RECS_SUCCESSNUM_RECS_FAILEDNUM_RECS_TOTALPCTG_FAILED_RECSSESS_STATUS_CODESESS_START_DTSSESS_END_DTS
CMDM_INFA_SESS_PARMINFA_SESS_KEY
PROC_KEY (FK)INFA_FOLDER_NAMEINFA_WORKFLOW_NAMEINFA_SESS_NAME
CMDM_INFA_SESS_EXP_PARMINFA_SESS_EXP_KEY
INFA_SESS_KEY (FK)EXP_NAMEEXP_DESCLKP_TABLE_NAMESOURCE_NAMETARGET_NAME
Meta DataRepository
SUBSCRIPTION STATUS HISTORYSUB IDBILL ACCT IDEFF DTSEND DTSSUB STATUS ID
SUBSCRIPTIONSUB IDBILL ACCT IDBILL DAYSUB FNAMESUB MNAMESUB LNAMESUB IN CARE OF NAMESUB ADDR LINE1SUB ADDR LINE2SUB ADDR LINE3SUB CITYSUB ZIPSUB STATESUB COUNTRYGENDERESTABLISH DATEMINMDNESNWORK PHONEHOME PHONECANCELLATION DATEVOL DISC FLAGIN CONTRACT FLAGCDPD NEIBILL STATUS CODEMAKE MODEL IDRATE PLAN CODERATE PLAN PRD CODERATE PLAN PRD GRP CODERATE PLAN PRD SUB GRP CODECREDIT CLASS IDCREDIT CODE IDCREDIT CODE DESCTYPIST IDSLS REP IDDIST CHAN CODESUB STATUS IDMKT NUMMKT AREA CODEREGION CODESITE CODESUB SITE CODESVC TYPE CODEPYMT TYPE CODESUB TYPE IDBILL SYSTEM CODE
SUBSCRIPTION RATE PLAN HISTORYSUB IDBILL ACCT IDRATE PLAN CODERATE PLAN PRD CODERATE PLAN PRD GRP CODERATE PLAN PRD SUB GRP CODEVALUESHARE FLAGSVC TYPE CODEPYMT TYPE CODEEFF DTSEND DTS
SUBSCRIPTION HANDSET HISTORYSUB IDBILL ACCT IDMAKEMODELHS IDHS SLS DATEESNMAKE MODEL IDHS CHG REASON CODEITEM NUMITEM QTYUNIT COSTRETAIL AMTSUBSIDY AMTORDER IDCOAM CPE FLAGSHIP FEE AMTSHIP COST AMTFULLFILLMT COSTSLS REP IDRETURN FLAGSRC SYSTEM CODEBILL SYSTEM CODEEFF DTSEND DTS
DISTRIBUTION CHANNELDIST CHAN CODEDIST CHAN CODE NAMEDIST CHAN SUB GRP CODEDIST CHAN SUB GRP NAMEDIST CHAN GRP CODEDIST CHAN GRP NAME
TYPIST- Sub Handset- SubscriptionTYPIST IDEMPL DISPLAY NAMEBILL SYSTEM CODE
SALES REP HISTORY- Sub Handset- SubscriptionSLS REP IDEMPL DISPLAY NAMEHRIS MKT NUMBILL SYSTEM CODEREP DCIDEFF DTSEND DTS
RATE PLAN HISTORYRATE PLAN CODERATE PLAN DESCSITE CODEMKT NUMPRODUCT CODEPRODUCT CODE DESCPRODUCT CODE TYPESVC TYPE CODEPYMT TYPE CODEVARIANCE 1VARIANCE 2VARIANCE 3VARIANCE 4ACCESS CHARGEACCT LEVEL INDCOMMISSION FLAGPACKAGE MINSBILL SYSTEM CODESRC SYSTEM CODEEFF DTSEND DTSOFFPEAK MINPEAK MINANYTIME MINM2M MINCALL DELIVERY RATEPOST PKG PEAK RATEPOST PKG OFFPEAK RATEPOST PKG M2M RATEREV ACCT CODEROAMING MINS
SUBSCRIPTION CONTRACT HISTORYSUB IDCONTRACT START DATEBILL ACCT IDCONTRACT END DATECONTRACT LENGTHCONTRACT TYPEEARLY DISC PENALTYEFF DTSEND DTS
SALES AREA CURRENT- Bill Account- SubscriptionSITE CODESITE NAMESUB SITE CODECONSOLIDATED CODESAC NAMETIER NUMHRIS MKT NUMJDE COMPANY NAMEJDE WLS CO NUMJDE WLN CO NUMJDE LD CO NUMJDE PREPAY CO NUMJDE INT CO NUMJDE PAGE CO NUMVPGM FNAMEVPGM MNAMEVPGM LNAMEVPGM EMPL POSTN NUMMAP FNAMEMAP MNAMEMAP LNAMEMAP EMPL POSTN NUMRP FNAMERP MNAMERP LNAMERP EMPL POSTN NUMCOO FNAMEMKT CODECOO MNAMEMKT NUMCOO LNAMEMKT NAMECOO EMPL POSTN NUMCEO FNAMERDM MKT CODEMKT AREA CODECEO MNAMEMKT AREA NAMECEO LNAMEREGION CODECEO EMPL POSTN NUMREGION NAMESRC SYSTEM CODEBILL SYSTEM CODE
MAKE MODELMAKE MODEL IDMAKEMODELMANUFACTURERLIFE CYCLE CODETECHNOLOGY TYPE CODECOMPARABLE MAKECOMPARABLE MODELPHONE WEIGHTSOFTWARE VERWUW SOFTWARE VERDIG STANDBY TIMEDIG TALK TIMEBATTERY TYPE CODEVIB ALERT FLAGRING TONE FLAGRING TONE DOWNLOAD FLAGDATA FAX FLAGBLUETOOTH FLAGVOICE DIAL FLAGSPEAKER PHONE FLAGWUW FLAGTTY FLAGGPS FLAGAXCESS SHOP FLAGONE TOUCH DIAL FLAGMEMORY LOC CTCALLER ID FLAGNAME DISPLAY FLAGPRL FLAG
HANDSETHS IDITEM DESCRETAIL PRICEMAKEMODEL
CALENDARCALENDAR DATEDAY OF WEEK NAMEDAY OF WEEK SHORT NAMEDAY IN WEEKDAY IN MONTHDAY IN QUARTERDAY IN YEARWEEK IN MONTHWEEK IN QUARTERWEEK IN YEARMONTHMONTH NAMEMONTH IN QUARTERQUARTERYEARHOLIDAY FLAGWEEKEND FLAGLAST DAY IN MONTH FLAGSALES DAY OF WEEKSALES WEEKMID MTH COMMISSION MTHMID MTH COMMISSION QTR
BILL ACCOUNT HISTORYBILL ACCT IDBILL FNAMEBILL MNAMEBILL LNAMEBILL IN CARE OF NAMEACCT FNAMEACCT MNAMEACCT LNAMEACCT IN CARE OF NAMECO NAMEESTABLISH DATECOST CENTERBIRTH DATESOCIAL SECURITY NUMCREDIT BUREAU SCORE RISKDEPOSIT REQUIRED FLAGDEPOSIT REQUIRED AMTDEPOSIT TAKEN AMTPICTURE IDPICTURE ID STATEGEO CODELAST HOTLINED DATELAST NPD DATECPNICREDIT REFERENCE NUMDECISION CODENEXT BILL DATEMAJOR ACCT FLAGMAJOR ACCT CODEMAJOR ACCT IDACCT STATUS IDACCT TYPE IDCREDIT CLASS IDCREDIT CODE IDCREDIT CODE DESCBILL DAYBILL CYCLE IDBILL SYSTEM CODEBILL HOLDBILL CTBILL IN ARREARS FLAGTREAT CONTROLCURR BAL DUEAMT30AMT60AMT90AMT120AMT150AMT180EFF DTSEND DTS
BILL ACCOUNT ADDRESSBILL ACCT IDBILL ADDR LINE1BILL ADDR LINE2BILL ADDR LINE3BILL CITYBILL ZIPBILL STATEBILL COUNTRYACCT ADDR LINE1ACCT ADDR LINE2ACCT ADDR LINE3ACCT CITYACCT ZIPACCT STATEACCT COUNTRYHOME PHONEWORK PHONE
CREDIT CLASSBILL SYSTEM CODECREDIT CLASS IDCREDIT CLASS DESC
Data Model
StandardReporting
Ad-HocReporting
Data Dictionary
DashboardsStatistics
DATA INFORMATION INSIGHT STRATEGY ACTION
RM Home Page
Brett Hively’s Home Page
Brett Hively – BRM Agent DesktopMy Lounge Windows Help LogoutSearchHome Page My Rankings
RM Territory Summary
PeriodPeriod FundedFunded Never FundedNever Funded
60 Days
90 Days
120 Days
180 Days
100 60
50 30
25 15
10 5
Broker Swap CandidatesBroker Swap Candidates
RM Alert Summary
StatusStatus NewNew AttentionAttention25% Submission Drop
40 % Below Funding Ratio
New Loan Officers
Docs in Past 3 Days
100 60
50 30
25 15
10 5
185185 110110Total AlertsTotal Alerts
RM Lead Summary
StatusStatus AssignedAssigned UnassignedUnassigned
Approved
Pending
Qualified
Validated
100 60
50 30
25 15
10 5
185185 110110Total LeadsTotal Leads
Terminated 5 -
AE Home Page
Scorecard Summary RM Scorecard Detail
FundedVolume
FundedUnits
BrokerPenetration
WeightedDeviation
FundingRatio
Share ofWallet
Cost per1st Lien Units
Loans perAE
FastQual%
Yesterday
Same Day Last Month
$119,830,703
BrokersFunded in90 Days
$120,543,987
527
400
14.5%
15%
.53
.60
66.8%
60.4%
34%
30%
$2,680
$2,589
17.4
16.5
33.3%
27%
178
165
Quarter to Date $119,830,703 527 14.5% .53 66.8% 34% $2,680 17.4 33.3% 178
Key Metrics
Internal Performance
InternalPerformance
LoanCount
Average DaysTo Next Stage
Underwriting 40 2
Account Manager 250 8
Doc’s Out 157 4
Doc’s Out 140 5
Total Days Sub to Close 13.5
Loan Performance
Potential FPD’s 8
30 Day 1
60 Day 1
90 Day 0
REO’s 1
Investor Rejects 2
InternalPerformance
LoanCount
DATA INFORMATION INSIGHT STRATEGY ACTION
Lapse Likelihood by Sales Deciles
BEST CUSTOMERS ARE LESS LIKELY TO BE LAPSED CUSTOMERS. HOWEVER, SIGNIFICANT PROPORTIONS OF BEST CUSTOMERS ARE STILL LAPSED.
Lapse Likelihood Index by Sales Decile (100 = Average Likelihood)
DATA INFORMATION INSIGHT STRATEGY ACTION
DATA INFORMATION INSIGHT STRATEGY ACTION
Seamless Transition From…
• Strategy
• Tactical Plans
• Dashboards
• Management Reporting
• Ad-hoc Reporting
• Multi-dimensional Analysis
• Statistical Analysis
DATA INFORMATION INSIGHT STRATEGY ACTION
Real-Time Coordination
SFASFA Order Entry
Order Entry
OperationalData Store
OperationalData Store
CustomerService
CustomerServiceWebWeb InventoryInventory
DistributionArchitectureDistributionArchitecture
DecisionSupport
DecisionSupport
ETLETL
• Some architectures have chosen a distributed methodology
• Others have chosen ODS
• Others have chosen hybrids
DATA INFORMATION INSIGHT STRATEGY ACTION
Operational Business Intelligence
Continuous visibility– For critical, intra-day measurements– Aggregated across multiple systems
Flexible user interface– Self-service model– User-defined thresholds and alerts– Graphical watch points
Role-based delivery– Role based data level security– Customization by end users
Collaboration– Built-in workflow/collaboration– Complete loop from discovery to action
DATA INFORMATION INSIGHT STRATEGY ACTION
Assign BrokerBrett Hively’s Broker List
Brett Hively – BRM Agent DesktopMy Lounge Windows Help LogoutSearchHome Page My Rankings
• Dispute
• Undispute
• Assign
• AE Assignment History
• Broker Scorecard
• AE Scorecard
• Broker Relationships
All Funded Never Funded 60 DaysSwap Candidate
Broker List
Broker ABC
Broker DEF
Broker GHI
Broker JKL
Broker MNO
Broker PQR
At Risk
At Risk
At Risk
At Risk
At Risk
At Risk
10
5
25
30
20
15
Frank Morley
Jim Smith
Brian Slucki
Pete Berchich
Mike Masters
Todd Walsh
24
3
39
22
12
33
Un Happy
Un Happy
Un Happy
Un Happy
Un Happy
Un Happy
1/2/06
2/8/06
1/12/06
2/11/06
2/3/06
1/31/06
Broker NameBroker
Stage Code# of Loan Officers
Assigned AE# of Funded
UnitsBroker Temp
Last Assign Date
Select All
Disp-ute.
Broker STU
Broker VWX
Broker YZ
At Risk
At Risk
At Risk
20
50
10
Joe Widlowski
Dustin Lagar
Bob Purchase
4
6
14
Un Happy
Un Happy
Un Happy
2/8/06
2/4/06
1/11/06
Broker ABC
Broker DEF
Broker GHI
Broker JKL
Broker MNO
Broker PQR
At Risk
At Risk
At Risk
At Risk
At Risk
At Risk
10
5
25
30
20
15
Frank Morley
Jim Smith
Brian Slucki
Pete Berchich
Mike Masters
Todd Walsh
24
3
39
22
12
33
Un Happy
Un Happy
Un Happy
Un Happy
Un Happy
Un Happy
1/2/06
2/8/06
1/12/06
2/11/06
2/3/06
1/31/06
Broker STU
Broker VWX
Broker YZ
At Risk
At Risk
At Risk
20
50
10
Joe Widlowski
Dustin Lagar
Bob Purchase
4
6
14
Un Happy
Un Happy
Un Happy
2/8/06
2/4/06
1/11/06
Broker STU
Broker VWX
Broker YZ
At Risk
At Risk
At Risk
20
50
10
Joe Widlowski
Dustin Lagar
Bob Purchase
4
6
14
Un Happy
Un Happy
Un Happy
2/8/06
2/4/06
1/11/06
Broker YZ At Risk 10Bob Purchase 14 Un Happy 1/11/06
Assign Broker
Assignment History
Frank Morley
Jim Smith
Brian Slucki
Pete Berchich
Mike Masters
1/2/06
2/8/06
1/12/06
2/11/06
2/3/06
Assigned AELast Assign
Date
Broker ABC CA 10Frank Morley 24 Un Happy 1/2/06
Broker Name State# of Loan Officers
Assigned AE# of Funded
Units
Broker Satisfaction
Reason
Last Assign Date
• Assign
• Broker Scorecard
• AE Scorecard
• Broker Relationships
• Cancel
Assignee
Frank Morley
Broker Assignment
Assigned Jr. AE
Tim Smith
Jr. AE Assignment
Dennis Ugolini
Eddie Olson
Assigned Jr. AE
Irvine
City
DATA INFORMATION INSIGHT STRATEGY ACTION
AE Ranking
Brett Hively – BRM Agent DesktopMy Lounge Windows Help LogoutSearchHome Page My Rankings
Current Ranking
Rankings
Current Metric ValueConversion Ratio
Frank Morley’s
Ranking Same Day
Last Month
Same Day Last Month Metric Value
Scott Soga 1 23 15 9
Brian Pavur 2 22 14 10
Tony Bafano 3 21 13 11
Rick Harris 4 20 12 12
Mark Liskewicz 5 19 11 13
Frank Morley 6 18 10 14
Frank Melella 7 17 9 15
Joanna Basil 8 16 8 16
Robin Budz 9 15 7 17
Kristi Volger 10 14 6 18
Steve Tangenhorse 11 13 5 19
Ron Chester 12 12 4 20
Heather Thompson 13 11 3 21
Anthony Astrowski 14 10 2 22
Frank Morley’s Ranking for Funded Units as of April 4th, 2008
Terra Arthur 15 9 1 23
DATA INFORMATION INSIGHT STRATEGY ACTION
What Do We Want?
• Save us time?
• Save us money?
• Easier maintenance?
• Faster development?
• Better integration between ETL and Business Intelligence?
• Easier impact analysis across the ecosystem?
• Sharing business rules between real-time and ETL data integration?
• Ability to seamlessly work between BI technologies?
• Ability to embed BI in our CRM/ERP applications?
DATA INFORMATION INSIGHT STRATEGY ACTION
• Introduction to AmberLeaf
• Business Intelligence Vision
• Consolidation History
• Customer Benefits and Impacts
DATA INFORMATION INSIGHT STRATEGY ACTION
Agenda
DATA INFORMATION INSIGHT STRATEGY ACTION
SAP Acquisitions
Crystal, Infommersion, Cartesis, Nsite,SRC, OLAP@work, Acta, Medience, FirstLogic,
Inxight, Informatik
Business Objects
Business Objects, OutlookSoft, Pilot Software, Callixa, A2i
Indicates duplicate product sets due to acquisition
DATA INFORMATION INSIGHT STRATEGY ACTION
Oracle Acquisitions
Nquire
Siebel
Siebel, Hyperion, IRI, Thinking Machines,Sunopsis, One Meaning, TimesTen, Stellent,
InnoDB, PeopleSoft
Hyperion
Upstream, Brio, Razza,Decisioneering
Indicates duplicate product sets due to acquisition
DATA INFORMATION INSIGHT STRATEGY ACTION
Microsoft Acquisitions
ProClarity, Stratature
DATA INFORMATION INSIGHT STRATEGY ACTION
IBM Acquisitions
Celequest, Applix, Adaytum, DecisionStream, Frango
Cognos
Cognos, Informix, Ascential, AlphaBlox,DWL, FileNet, DataMirror, Venetica, Trigo,
Green Pasture, SRD
Indicates duplicate product sets due to acquisition
DATA INFORMATION INSIGHT STRATEGY ACTION
Marketing Automation
Marketing Central, MarketSoft, Sane Solutions
Unica
DoubleClick
Aprimo
Indicates duplicate product sets due to acquisition
DATA INFORMATION INSIGHT STRATEGY ACTION
Marketing Automation (cont’d)
Lyris, EmailLabs, ClickTrack, Hot Banana
Lyris
DATA INFORMATION INSIGHT STRATEGY ACTION
• Introduction to AmberLeaf
• Business Intelligence Vision
• Consolidation History
• Customer Benefits and Impacts
DATA INFORMATION INSIGHT STRATEGY ACTION
Agenda
DATA INFORMATION INSIGHT STRATEGY ACTION
Did It Make Sense? - BI
ETL MDM Analytical Applications
Reporting OLAP Stats Dashboard Operation-al BI
Oracle X X (major duplication)
X (major duplication)
X (major duplication)
X (major duplication)
X (not well
known)
X (major duplication)
SAP X(duplication)
X X X (duplication
)
X (duplication
)
X (duplication
)
X
Microsoft X X X X
IBM X X X X X X
DATA INFORMATION INSIGHT STRATEGY ACTION
Did It Make Sense? – Marketing
Campaign Marketing Resource Management
Statistics Bi-directional Reporting
Real-Time Offer/Event Detection
Lead Management
Web Analytics
Unica X X (duplication)
X X X X X
Aprimo X X X X X
Lyris X X
DATA INFORMATION INSIGHT STRATEGY ACTION
Conclusions• Most of the acquisitions over the past few years have propelled the “aquirers” into marketplaces where they
were lacking or had no previous capabilities
• Some of these companies have moved into fairly new areas– IBM in user facing tools– SAP as an independent tool vendor
• Though this helps the software company, it has rarely had, or is having, a positive impact on the user base
• The most immediate impact would be one-stop shopping and pricing
• Except for consolidating the number of vendors you need to call, no real new capability has come (or has even been announced) from these organizations
• Examples of successful BI acquisitions:– Business Objects and Acta: Provides a full data warehouse suite for some BO clients– Oracle and IRI: Provides OLAP and relational database from one company– Unica and Marketsoft: Provides the bridge between sales and marketing– Siebel and Paragren and nQuire: Provides the most powerful CRM suite, analytical and marketing capabilities
DATA INFORMATION INSIGHT STRATEGY ACTION
What May Be Next
• Hopefully, we will see some innovation down the road:– True operational BI from Oracle by combining Oracle ERP, Siebel
CRM, and Siebel Analytics (and possibly Thinking Machines).
– True operational BI from Microsoft by combining Business Intelligence Services and Microsoft Dynamics. The key for Microsoft will be to make analytics as simple as Microsoft Word for the masses: Guided Analytics, pre-canned solutions, and vertical integration.
– Pre-packaged, right-time BI engine from IBM by combining Websphere, Ascential, and Cognos.
DATA INFORMATION INSIGHT STRATEGY ACTION
AmberLeaf specializes in quickly breaking down the barriers that stand between your data and action.
Social Networking and Customer Feedback – It’s all about the Data
Presented by: Larry Goldman
DAMA–MN April 16, 2008
DATA INFORMATION INSIGHT STRATEGY ACTION
• The New Data Hunger
• Players
• New Structures
• Example
DATA INFORMATION INSIGHT STRATEGY ACTION
Agenda
DATA INFORMATION INSIGHT STRATEGY ACTION
360 Degree of the Customer - Example
Books(UPM/SPIN)
Organizations (UCM/MDR)
Customer
Adoptions (ATG,CISPUB/PICK/FRS)
Orders/Quotes/Usage (CISPUB/
PICK/ARGI/MS CRM,MPS)
Responses(CISPUB/PICK/FRS/ARGI/SJO/
ATG, MPS, Unica,SPIN)
Journals (UPM)
Geography(Excel)
Web Activity(Web Trends)
Course (MDR/FRS/PICK/ATG)
Alerts (ATG, SJO)
DATA INFORMATION INSIGHT STRATEGY ACTION
Internal Web Tracking
• Software like Omniture, Unica NetInsight, and WebTrends provide metrics about your site:– Site Usage and
Optimization– Standard metrics: page
views, visits, and unique visitors
– Marketing Conversion– Referral sites– Repeat visitor analysis
• Traditional software does not tell you:– Are your metrics good
compared to your competitors?– Where are your customers
when they are not on your site?
– What are clients saying about you when they are not filling out your surveys?
– What are your customers interested in beyond your products and services?
– What are the major changes in the behavior of your industry’s on-line customers?
– What are the major changes in the perspective of your customer base regarding your brand, new products, or service?
DATA INFORMATION INSIGHT STRATEGY ACTION
DW’s Start Chasing The Dream Again
CompetitiveWeb Behavior
Look-a-likeProspects
Customer
Product/CompanyRatings
Brand Attributes
Reviewed Products
CredibleReviewers
Business to Business Contacts
Non-verticalWeb Behavior
Net Promoter
Cross Brand Analysis
DATA INFORMATION INSIGHT STRATEGY ACTION
• The New Data Hunger
• Players
• New Structures and Challenges
• Example
DATA INFORMATION INSIGHT STRATEGY ACTION
Agenda
DATA INFORMATION INSIGHT STRATEGY ACTION
Competitive Web Metrics
Element Definition
Sources of Information ISP’s, Corporate licenses, proprietary toolbars/panels
Panel size Vendors range between 500K to over 3million users
Outliers Does the vendor correct for non-standard activity or coupon grabbing?
Algorithm to understand overall audience size Typically, random dialing and surveys to understand the general population of the internet
Projection Algorithm How does the vendor forecast actual web metrics based on their sample data?
Search How detailed does the vendor capture search referrals and results?
Auxiliary information Does the vendor supplement the click stream with attitudinal or demographic data?
Regional organizations Is the information national in perspective or does it have enough representation locally?
Vertical expertise Ability to compare functionality across different sites in the same vertical?
DATA INFORMATION INSIGHT STRATEGY ACTION
Vendors
• Nielsen: This advertising rating company collects information on the Web mostly focused on Media buyers to help organizations understand reach of different sites and where to place their media. Query tools are not great and custom reports are expensive. Nielsen contains B-to-B data as well as home PC user data.
• Comscore: Comscore offers almost the exact same services as Nielsen. The focus is on media buying and reach rankings. Comscore contains international and domestic panels.
• Hitwise: Hitwise tries to commoditize this marketplace by offering a large amount of canned reports across many different industries. Brittle and not much customization outside of the canned reports.
• Compete: Boasts the largest panel of all the vendors and provides deep analytics in a subset of verticals across national ISP’s. Compete has in-depth analysis on Search data as well as provides free general metrics on their web site.
DATA INFORMATION INSIGHT STRATEGY ACTION
Web 2.0 Metrics
Element Definition
Sources of Information How many blogs, how many sites, how far back?
Scraping Technology How does the vendor scrape sites and can they extract individual fields, ratings, and recommendations? How does the technology react to site changes?
Language Parser What is the origin of the text parser? Does it come from the off-line world? How was it trained?
Sentiment Analysis Can the technology understand the difference between a positive and negative statement?
Categorization Can you categorize different key words together as a specific concept? Can you customize the categories?
Influencers Can you identify who is influencing the crowd as opposed to following the flock?
Access to Detail Do you have access to the detail and ad-hoc query?
Custom Roll Ups How does the analysis group roll up products and services?
DATA INFORMATION INSIGHT STRATEGY ACTION
Vendors
• Umbria: Does not provide direct access to the data, but provides deep dive analysis on a per project basis.
• Chatter Guard: Focuses on the travel industry by reading all blog and feedback sites and manually scoring, rating, and categorizing the different items.
• Clarabridge: Less a service than an ETL tool for unstructured information. Combines sentiment and language parser in order to provide key performance indicators on social networking sites.
DATA INFORMATION INSIGHT STRATEGY ACTION
• The New Data Hunger
• Players
• New Structures and Challenges
• Example
DATA INFORMATION INSIGHT STRATEGY ACTION
Agenda
DATA INFORMATION INSIGHT STRATEGY ACTION
New Data Sources/ETL
InternalSystemsInternalSystems
Third PartyDemographics
Third PartyDemographics
EDWEDW
CompetitiveWeb
CompetitiveWeb
OutsourcedSystems
OutsourcedSystems
Blogs,Community
Blogs,Community
Standard ETLStandard ETL
Business intelligenceBusiness
intelligence
• New outside vendor forcompetitive web analysis
• Some vendors will send extracts and others will only allow access
• New technology for interpretingunstructured Internet data
Scraping,LanguageParsing
Scraping,LanguageParsing
DATA INFORMATION INSIGHT STRATEGY ACTION
New Structures
• New ETL challenges arise on how to match up the various customer level information– Internal data is at a very low level– External data will be aggregated– Screen names and e-mails may be available to consolidate in some
cases • Data Modeling Efforts
– Competitor. Need to normalize against your organization structure– Web behavior. Need to normalize against your site sections or
taxonomy– Competitive Products. Need to normalize against your product
hierarchy– New Customer Transactions. Ratings, reviews, pageviews, visits
DATA INFORMATION INSIGHT STRATEGY ACTION
Data Quality Concerns
Program Management Group· Project Manager· Project Analyst
Program Management Office
Data Management Group· Data Warehouse Architect· Data Administrator
Steering Committee
Project Sponsor
Project
Source System
Data StewardResponsible for a Data
Category
Data Liaison
Tech Liaison
• New subject areas– Competitive organizations– Competitive products– Competitive sites– Competitive behavior– Social Networking transactions
DATA INFORMATION INSIGHT STRATEGY ACTION
• The New Data Hunger
• Players
• New Structures and Challenges
• Example
DATA INFORMATION INSIGHT STRATEGY ACTION
Agenda
DATA INFORMATION INSIGHT STRATEGY ACTION
Available Insight
• Hotel– City– Name– Chain (where applicable) – Owner (where applicable)
• Author– Author– Channel Score – how many postings and author makes– Credibility – other on-line members’ ratings on how helpful the author’s
comments are– Velocity – how often an author posts– Influence – identifies if the author is leading or following the discussion
• Reviews– Author– Hotel– Date– Overall Rating for the hotel– Would the author recommend the hotel?– Rating for how good of a value the hotel was
DATA INFORMATION INSIGHT STRATEGY ACTION
Available Insight (Cont’d)
• Hotel Metrics– Awareness – How much is being discussed– Favorability – Score that is a proxy for loyalty and how often the Hotel
would be recommended by authors– Satisfaction - Based on overall ratings from reviews– Value – Based on value ratings from review– Net Promoter – based on promoters and detractors from the last year– Metrics can be sliced for influencers only or the entire Author base
• Key Words– Score of how influential the key word is for that hotel– Metrics can be sliced for influencers only or the entire Author base
DATA INFORMATION INSIGHT STRATEGY ACTION DATA INFORMATION INSIGHT STRATEGY ACTION
Creating Competitive Categories
DATA INFORMATION INSIGHT STRATEGY ACTION DATA INFORMATION INSIGHT STRATEGY ACTION
Pageviews by Competitor
DATA INFORMATION INSIGHT STRATEGY ACTION DATA INFORMATION INSIGHT STRATEGY ACTION
Looking At Browsing Demographics
DATA INFORMATION INSIGHT STRATEGY ACTION DATA INFORMATION INSIGHT STRATEGY ACTION
Customer Browsing Loyalty
DATA INFORMATION INSIGHT STRATEGY ACTION
Key Social Networking Metrics
DATA INFORMATION INSIGHT STRATEGY ACTION
Master Data Meta Data
DATA INFORMATION INSIGHT STRATEGY ACTION
Cross Master Data Meta Data
DATA INFORMATION INSIGHT STRATEGY ACTION
Competitive Benchmarking
DATA INFORMATION INSIGHT STRATEGY ACTION
Text Parsing and Mining