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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

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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

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  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.

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