1

Enterprise TM1 Amendra Pratap– Macquarie Group

15/03/2012

© 2009 IBM Corporation

Building a smarter planet

Agenda - TM1 in Macquarie- Laying The Foundation- Opportunities

- Understanding the Puzzle- Technology/Business Drivers- Design Philosophies- Benefits- Lessons learnt

© 2009 IBM Corporation

Building a smarter planet

Macquarie Group

Six Operating Groups• Macquarie Securities Group• Macquarie Capital• Macquarie Funds Group• Fixed Income, Currencies and Commodities• Banking and Financial Services Group• Corporate and Asset Finance Group

Founded in 1969

More than 15,000 staff in over 28 countries

© 2009 IBM Corporation

Building a smarter planet

TM1 in Macquarie

Brought in By Finance Dept in IT to assist with Annual Budgets 2008 Vendor Supported – No In-house Resource Ad hoc Finance models start taking hold

2008•35 Users•Localised Divisional Tool•TM1 9.1•“Ok” Hardware

2012•300 Users• Enterprise wide Tool•TM1 9.5.2•Hardware has some grunt

© 2009 IBM Corporation

Building a smarter planet

TM1 – Laying the Foundation

Inhouse Resource established Healthcheck & Infrastructure Review Best Practice Established (Always evolving) Macquarie Risk Profile Compliance Infrastructure upgrade Software Upgrade

Awareness begins on Capability of TM1

© 2009 IBM Corporation

Building a smarter planet

TM1 In Macquarie - Infrastructure

Internal Health check – Every Quarter (religiously) Review & Optimise Cubes, TI, Rules TM1 version (driver Version checks) Server Environment Review Incidents and remediation's Hardware Monitoring Dev – UAT – Prod Synch Quarterly User Access Review

© 2009 IBM Corporation

Building a smarter planet

Opportunities

Disparate systems and capabilities distributed in Organisation Duplication, Duplication, Duplication Excel becoming Source of truth Overhead of maintaining/reconciling Outsourcing – Forcing review of process & tasks Market Conditions – Focus on Cost

© 2009 IBM Corporation

Building a smarter planet

Understanding the Puzzle

Lawnmower analogy Finance as Owner of Model Complexity of deploying a “new” system Changing Landscape Positioning TM1 amongst a large suite of

applications

© 2009 IBM Corporation

Building a smarter planet

Technology Drivers

5 Years Ago Today

32 Bit Server – can only hold 4 GB ram 64 Bit Servers – Can hold 16 Terabytes (1600 GB Ram)

No Parallel Interaction (Locking) Parallel Interaction

Global Deployment – Only via Citrix Server

TM1 Web – Quick and easy to deploy

Reporting Needs VBA Active Forms ! Print Bursting ! Action Buttons

© 2009 IBM Corporation

Building a smarter planet

Business Drivers

Objectives:1. Reduce red (non-value)2. Increase green (value)3. Shrink the timeline, become more agile

© 2009 IBM Corporation

Building a smarter planet

Tame the Beast - Excel

Great Business tool but …….

• Can Get out of Hand• Business Logic is lost• Versioning Issues• Reconciliation Issues• Change management• Multiple Source of Truth

© 2009 IBM Corporation

Building a smarter planet

Design Philosophy

Design for Functionality Design for Maintainability Design for Performance

© 2009 IBM Corporation

Building a smarter planet

7 Key Design Philosophy

1.Distributed Model (Modular Design)

2.Business logic be Exposed

3.Lock Down Aspects of Model

4.Reuse where Possible - Maximise ROI

5.Iterative Implementation

6.Agile With Controls

7.Users are core to Design (its not our model – its theirs)

© 2009 IBM Corporation

Building a smarter planet

Benefits Derived

Budgets done in less than half the time Monthly Rolling Forecast - minimal effort Allocations/Recoveries – No longer a black box Less processing /More analysis Power to imagine next level Validated Time/Cost Savings

TM1 is no longer a “Corner Shop”

© 2009 IBM Corporation

Building a smarter planet

Lesson Learnt - Partner With Business

Business engagement Governance Partner from concept to delivery

© 2009 IBM Corporation

Building a smarter planet

Lesson Learnt - Project Management

Agile with Controls get best results Avoid Quick Fixes High Standards apply to even small models Should never be too busy to overlook housekeeping Focus on Quality Metadata Management – Resilient Dimensions

© 2009 IBM Corporation

Building a smarter planet

What's Next

TM1 as a Platform Global TM1 team Automate /Simplify Dashboards/Mobile apps More Visualisation More Governance

© 2009 IBM Corporation

Building a smarter planet

Questions

© 2009 IBM Corporation

Building a smarter planet

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