1 / 23

MAIA Intelligence Welcomes you to the meet on ‘Corporate Performance Management (CPM) for

MAIA Intelligence Welcomes you to the meet on ‘Corporate Performance Management (CPM) for Financial Services Enterprise’ Mumbai – June 22, 2007. Business Challenges. TECHNOLOGY. Risk Management. Market Volatility. Large Customer base. Skilled Manpower. Consolidation.

nau
Download Presentation

MAIA Intelligence Welcomes you to the meet on ‘Corporate Performance Management (CPM) for

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. MAIA Intelligence Welcomes you to the meet on ‘Corporate Performance Management (CPM) for Financial Services Enterprise’ Mumbai – June 22, 2007

  2. Business Challenges TECHNOLOGY Risk Management Market Volatility Large Customer base Skilled Manpower Consolidation Transaction Volume Credit Management Government Reforms

  3. Rapidly Changing Conditions • How can I accelerate my planning and decision cycles? • How do I monitor conditions and take early corrective action? • Accountability, Transparency • How do I comply with corporate governance requirements? • How can I ensure accurate, timely reporting? • Efficiency & Cost Control • How can I sustain / improve profitability? • How do I keep information current? • Ineffective Decision Support • How do I filter extraneous dataand focus on relevant information? • How can I access and rationalize disparate, fragmented data? Today’s Business Pressures Plan & Model Sales Marketing Credit Risk Execute Finance Service Report & Analyze HumanResources Project Mgmt

  4. Corporate Performance Management ‘Corporate Performance Management (CPM) is the area of Business Intelligence (BI)involved with monitoring and managingan organization's performance, according to Key Performance Indicators (KPIs)

  5. Marketing Departments can develop better products & services, assess the results of campaigns, better understand their target market, cross sell, upsell… Credit Departments can leverage CPM for collaborative analysis and slicing and dicing data in new and creative ways Human Resource Departments can use it extensively to analyze the workforce and the impact of salary and related decisions Executives can get real-time access to key performance indicators, and would be able to interact and drill-down on data as against a static number Portfolio & Fund Departments can analyse patterns for effective and faster investment decisions CPM Significance

  6. Make the right investments in products, people, projects and processes Continuously assess operational performance based on key performance indicators and historical trends Adjust & re-align strategies as needed to achieve organizational goals Deliver consistent information to all levels within the organization for collaborative performance Visualise enterprise-wide planning and budgeting in a single model Analyze customer, product and services profitability in real-time Consolidate financial data from disparate sources across the entire enterprise Standardise on data communication, data comprehension & data control Optimise IT resources and infrastructure Single version of the truth What CPM enables?

  7. CPM Framework C3 : Communication, Comprehension, Control

  8. CPM Elements

  9. CPM factors

  10. Integrate and take advantage of existing IT assets Identify the data integration strategy Identify a Business Intelligence strategy (Operational + Tactical) Blending Business Intelligence with elements of planning, budgeting and appropriate-time monitoring Identify measurable Business Performance Parameters (BPP) Peg operational data with BPP Improve and simplify pegging continuously Initiating CPM

  11. Structured CPM methodology Eg: KPI KPI Description Ageing Analysis KPI Objective Maintain credit period of less than 3 days KPI Benefits Better Cash flow KPI Start Date 1-Apr-07 KPI End Date 31-Mar-08 KPI Life Span & Reporting Periodicity 12 months, Daily KPI Unit of Measure & Formula Days KPI Target Value Less than 3 days KPI Upper & Lower Tolerances Plus or minus 1 day Anticipate Upper and Lower Limits 7days, 1 day KPI Sponsor Mr. XYZ KPI Initiator Mr. ABC KPI Benefactor Mr. ABC KPI Internal or Customer Facing Both KPI Data Sources Back Office application running on Oracle, Transaction application running on SQL,

  12. Data Communication

  13. Data Comprehension

  14. Data Control

  15. Data Communication

  16. Data Comprehension

  17. Data Control

  18. CPM is not a technology, but a Business Strategy Core concept for CPM : C3 (Communication, Comprehension & Control) Business Intelligence is an Intelligent first step in incorporating CPM Summary

  19. New & only Indian champion in the Business Intelligence space Presence in Financial Services Segment with customers like Asit C. Mehta, Edelweiss Capital, Reliance Mutual Fund… Innovation in incorporating BI with an Operational approach and low TCO MAIA Intelligence

  20. ‘MAIA’s software products will help enterprises to achieve their growth objectives by enabling faster, better and effective decisions at all levels’ MAIA Core Purpose

  21. Never Being Satisfied Winning – beating others in a good fight Opportunity based on merit; no one is entitled to anything Fanatical attention to consistency and detail MAIA Core Team Values

  22. Give results, not sales pitches Talk to customers about partnership, not products Understand customer needs for better decision making Customers should get inspired by meeting us MAIA Core Customer Offerings

  23. Thank You! Sanjay Mehta CEO sanjaymehta@maia-intelligence.com Vikram Kole Head – Marketing vikram@maia-intelligence.com

More Related