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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 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

Credit Union Business Intelligence Service

Webinar

Tuesday 18th October 2011


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


Oracle Business Intelligence Overview

Michael O’Callaghan – Oracle Business Intelligence Sales Specialist


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


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


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


Mobile AnalyticsOracle BI from Mobile Devices

Maintain Point of View

Dashboards

Mobile


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


Introduction

  • The need for Management Information

  • Benefits – Decision-Making & Governance

  • Getting the best from ILCUbis

  • The Structure of ILCUbis


Introduction

  • What is ILCUbis?

    • Decision Support Tool

    • Reporting, measuring, querying, forecasting

  • ILCUbis & Credit Unions

    • Relevant, reliable, timely & understandable

    • Key Performance Indicators


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


Sources of Information

  • Prudential Returns

    • Historic

    • Current

    • Monthly spreadsheets

  • Phase 2

    • Your bookkeeping system

    • Your management accounting system

    • Census and other external sources


The Structure of ILCUbis

  • 1 - Financial Analysis

    Visual display of numeric information

  • 2 - Governance Indicators

    Key Performance Indicators

  • 3 - Marketing Analytics

    Common Bond analysis


ILCUbis Main Menu


Financial Analysis

  • Cash Flow Trends

    • Summary, Receipts, Disbursements

  • Income & Expenditure Trends

  • Liquidity Trends


Financial Analysis-Cash Flow


Financial Analysis-Receipts


Cash Flow– Historical data


Financial Analysis

  • Cash Flow Trends√

  • Income & Expenditure Trends

    • Will we pay a dividend?

  • Liquidity Trends


Financial Analysis – Inc & Exp


Financial Analysis – Income


Income & Expense – Historical data


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?


Governance Indicators

  • Resolution 49

    • Visual display of trends

  • PEARLS

  • Regulatory Indicators


Res 49 Arrears Trend - Detail


Governance Indicators

  • Resolution 49√

  • PEARLS

    • Governance, KPIs and Benchmarks

  • Regulatory Indicators


PEARLS – P1 Ratio


PEARLS - A1 Ratio – Monthly ratios


PEARLS – E5 Ratio


Governance Indicators

  • Resolution 49√

  • PEARLS√

  • Regulatory Indicators

    • Sensitivity Analysis and Reserve Ratios

    • Early warning system


Governance Indicators – Section 35


Reports - Top 5 Shares


Governance Indicators

  • Resolution 49√

  • PEARLS√

  • Regulatory Indicators√

  • Business Decisions

    • What do we need to do?

    • What will the impact be?


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


Membership by Area – NI example


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


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!


  • 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


    IT Suppliers Working on Service for CUs

    BIETL : Automatic Data Transfer Service


    BIETL – SETTING STANDARDS

    • IT Suppliers BIETL Service Standard!√

    • Technical BIETL File Transmission Specs√

    • Movement-Wide DATA STANDARDS!!!

    =


    Your Next Steps -

    • ILCUbis – Contact Carmel Carroll in the ICT Department

      Dublin – 01 614 6775

      [email protected]

    • More Information – Presentations, Videos?

      http://www.creditunion.ie/membersarea/ict


    Thank You.


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