1 / 45

W E L O O K A T T H I N G S D I F F E R E N T L Y ILCUbis

W E L O O K A T T H I N G S D I F F E R E N T L Y ILCUbis Credit Union Business Intelligence Service. Webinar Tuesday 18 th October 2011. Agenda. Overview & Welcome Jim Williams, Chief Information Officer, ILCU The Power of Business Intelligence

tomai
Télécharger la présentation

W E L O O K A T T H I N G S D I F F E R E N T L Y ILCUbis

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. W E L O O K A T T H I N G S D I F F E R E N T L Y ILCUbis Credit Union Business Intelligence Service Webinar Tuesday 18th October 2011

  2. Agenda Overview & Welcome Jim Williams, Chief Information Officer, ILCU The Power of Business Intelligence Michael O’Callaghan, BI Specialist, Oracle ILCUbis Demonstration Dave Hewson, Monitoring Department, ILCU ILCUbis – A Credit Union Perspective Damien Brady, Manager, Larkhill Credit Union Next Steps & Future Plans Jim Williams, CIO, ILCU

  3. Oracle Business Intelligence Overview Michael O’Callaghan – Oracle Business Intelligence Sales Specialist

  4. What is Business Intelligence?Right Information in the Right Format to Support Decision Making Scorecards Reports Mobile InteractiveDashboards Office Integration Geospatial Visualization Applications & Portals Ad-hocQueries Search Collaboration

  5. The Intelligent Business…Bases Decisions on Complete, Secure and Consistent Information Scorecards Reports Mobile InteractiveDashboards Office Integration Geospatial Visualization Applications & Portals Ad-hocQueries Search Collaboration

  6. Easy to use Dashboard technologyWeb Based Technology for Easy Access to Right Time Information Live. Real-time. Fully Interactive. Personalised, actionable intelligence for the broadest audiences

  7. Mobile AnalyticsOracle BI from Mobile Devices Maintain Point of View Dashboards Mobile

  8. W E L O O K A T T H I N G S D I F F E R E N T L Y ILCUbis David Hewson ILCU Monitoring Department

  9. Introduction • The need for Management Information • Benefits – Decision-Making & Governance • Getting the best from ILCUbis • The Structure of ILCUbis

  10. Introduction • What is ILCUbis? • Decision Support Tool • Reporting, measuring, querying, forecasting • ILCUbis & Credit Unions • Relevant, reliable, timely & understandable • Key Performance Indicators

  11. The benefits • All Board members are responsible for decisions • Not everyone “gets” finance • The key benefit – display it in an understandable way • Result – everyone can understand the business and make better decisions

  12. Sources of Information • Prudential Returns • Historic • Current • Monthly spreadsheets • Phase 2 • Your bookkeeping system • Your management accounting system • Census and other external sources

  13. The Structure of ILCUbis • 1 - Financial Analysis Visual display of numeric information • 2 - Governance Indicators Key Performance Indicators • 3 - Marketing Analytics Common Bond analysis

  14. ILCUbis Main Menu

  15. Financial Analysis • Cash Flow Trends • Summary, Receipts, Disbursements • Income & Expenditure Trends • Liquidity Trends

  16. Financial Analysis-Cash Flow

  17. Financial Analysis-Receipts

  18. Cash Flow– Historical data

  19. Financial Analysis • Cash Flow Trends√ • Income & Expenditure Trends • Will we pay a dividend? • Liquidity Trends

  20. Financial Analysis – Inc & Exp

  21. Financial Analysis – Income

  22. Income & Expense – Historical data

  23. Financial Analysis • Cash Flow Trends√ • Income & Expenditure Trends√ • Liquidity Trends√ • Business Decisions • Can we pay a dividend? • What areas need improvement? • Can we influence the future?

  24. Governance Indicators • Resolution 49 • Visual display of trends • PEARLS • Regulatory Indicators

  25. Res 49 Arrears Trend - Detail

  26. Governance Indicators • Resolution 49√ • PEARLS • Governance, KPIs and Benchmarks • Regulatory Indicators

  27. PEARLS – P1 Ratio

  28. PEARLS - A1 Ratio – Monthly ratios

  29. PEARLS – E5 Ratio

  30. Governance Indicators • Resolution 49√ • PEARLS√ • Regulatory Indicators • Sensitivity Analysis and Reserve Ratios • Early warning system

  31. Governance Indicators – Section 35

  32. Reports - Top 5 Shares

  33. Governance Indicators • Resolution 49√ • PEARLS√ • Regulatory Indicators√ • Business Decisions • What do we need to do? • What will the impact be?

  34. Marketing Analytics – Phase 2 • Membership Profile • Age, Gender, Length of Membership • Products & services taken • Common Bond Penetration • Where do our members live? • Where is the potential in our Common Bond? • Product Profiling

  35. Membership by Area – NI example

  36. W E L O O K A T T H I N G S D I F F E R E N T L Y ILCUbis Next Steps and Future Plans Jim Williams, Chief Information Officer, ILCU

  37. Wrap Up • ILCUbis – It’s all for You! Management & Governance - • ILCUbis – Ready for You to use NOW! • ILCUbis – Low Cost! Economies of Scale for Movement • €801 once-off €254 / year thereafter (~ a Fiver per week!) • ILCUbis – No additional cost for Future Expansion!

  38. ILCUbis Phase 2 with IT Supplier Service BIETL:Automatic Data Transfer Service ! BIETL ----- Your CU BI User ----- Balance at Risk ...and Much more Access ILCUbis SECURELY for Governance Tools Push AUTOMATIC TRANSFER Button TODAY’ S GOVERNANCE INFORMATION, TODAY! ILCUbis Phase 2 with BIETL: Automatic Data Transfer

  39. IT Suppliers Working on Service for CUs BIETL : Automatic Data Transfer Service

  40. BIETL – SETTING STANDARDS • IT Suppliers BIETL Service Standard! √ • Technical BIETL File Transmission Specs √ • Movement-Wide DATA STANDARDS!!! =

  41. Your Next Steps - • ILCUbis – Contact Carmel Carroll in the ICT Department Dublin – 01 614 6775 ccarroll@ilcunet.ie • More Information – Presentations, Videos? http://www.creditunion.ie/membersarea/ict

  42. Thank You.

More Related