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BI Strategy Status
Abdoulaye M. Yansane Staff Meeting 2/8/2012
INTERNATIONAL
GLOBAL GROWTH VALUE BLEND SECTOR ASSET ALLOCATION INCOME TAX-FREE INCOME
Internal Use Only
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Agenda
Why do we need a BI Strategy?
What will BI Strategy contain?
Work completed thus far
BI Tools Inventory
Process and Organization Components
BI Steering Committee members
Challenges
Next Steps
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Why Do We Need A BI Strategy?
Since no single Organization owns BI:
No organized push for BI adoption @ Clients
No single place for business to go for evaluating new
technologies in BI
Since no single BI Platform:
No scalable environment
We dont fully use functionality offered in products
Upgrades/patches done multiple times
Admin, Management, Development skills are not
effectively used
Costs are higher
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What Will BI Strategy Contain?
Technology
In-Scope Now
BI Tool Standard
Analytics Tool Standard
In the future
Text Analytics
Behavioral Analytics
Organization
Process
Governance
Steering Committee
BICC
Roles & Responsibilities
Steering Committee
BICC
Other BI Roles
Engagement with
business
Support of BI
infrastructure
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BI Tools Inventory
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Inventory Summary
We use 10 different BI Tools
Total Annual Spend is $750,000
1600 users on these tools
Some Business Units have multiple tools others have
none

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Business Intelligence Strategy Responses by VP
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Business Intelligence Strategy - Number of Users by Application
Applications
441
50
50
120
1,050
Business Objects
MicroStrategy
COGNOS
OBIEE
SAS
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Business Intelligence Strategy Annual Software Spend
Applications
$34,000.
$8,000.
$223,000.
$299,000.
$150,000.
SAS
MicroStrategy
Business Objects
COGNOS
OBIEE
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Business Intelligence Strategy Cost per user
(Annual Software spend / Number of user by application)
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SAS And Analytics
50 SAS Users - $299K/Yr License Maintenance (6-CPU)
Based on how much data has to be stored permanently and CPU-
usage
25 of these users may not be doing Analytics
Usage is ETL, data storage, reporting
Opportunity to move these users to
Informatica (for their ETL needs)
Greenplum (for their storage needs)
BI (for their reporting needs)
This will lower cost and provide these users with better BI
functionality
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Process & Org Components
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Process And Organization Current State

FTT supports 10 products in different Business Units
Developers, administrators, support personnel
embedded in all FTT Orgs
Different technologies being reviewed in different
groups; decisions to move forward also in these
groups
There is no governance on BI Tools
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BI Steering
Committee
BI
Competency Center
(BICC)

Governance
Tools
Data Arch.
Infrastructure
Skills Optimization
Communication
Vision & Strategy
Guiding Principles
Rules/Recommendations
FTT-TPD FTT- ESS FTT- AD
Lines
Of
Business
Proposed Organization
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Proposed Steering Committee

Shareholder Services
FTS
Investment Operations
Investment Management
Sales and Marketing
Corporate Services
Wealth Management
FTT
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Challenges

Difficult to convince people to change tools
Business and FTT has invested in building up skills
Familiarity with tool change is hard

Right balance of centralization in and around BICC
Domain skills in FTT supporting BUs
Consolidating skills, training, administration

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Next Steps
Set up BI Steering Committee; first meeting
Feb 15th
Complete Tool Evaluation
March 15th
Tool Recommendation; Steering Committee approval
March 30th
Set up BICC
April 15th
Complete BI Strategy
May 30th
Roadmap for Implementation
June 30th