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
This presentation is the property of its rightful owner.
Sponsored Links
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 PowerPoint PPT Presentation


  • 101 Views
  • Uploaded on
  • Presentation posted in: General

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

Download Presentation

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.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


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 18th October 2011


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

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

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

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

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 technology web based technology for easy access to right time information

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 analytics oracle bi from mobile devices

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

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

Introduction

  • The need for Management Information

  • Benefits – Decision-Making & Governance

  • Getting the best from ILCUbis

  • The Structure of ILCUbis


Introduction1

Introduction

  • What is ILCUbis?

    • Decision Support Tool

    • Reporting, measuring, querying, forecasting

  • ILCUbis & Credit Unions

    • Relevant, reliable, timely & understandable

    • Key Performance Indicators


The benefits

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

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

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

ILCUbis Main Menu


Financial analysis

Financial Analysis

  • Cash Flow Trends

    • Summary, Receipts, Disbursements

  • Income & Expenditure Trends

  • Liquidity Trends


Financial analysis cash flow

Financial Analysis-Cash Flow


Financial analysis receipts

Financial Analysis-Receipts


Cash flow historical data

Cash Flow– Historical data


Financial analysis1

Financial Analysis

  • Cash Flow Trends√

  • Income & Expenditure Trends

    • Will we pay a dividend?

  • Liquidity Trends


Financial analysis inc exp

Financial Analysis – Inc & Exp


Financial analysis income

Financial Analysis – Income


Income expense historical data

Income & Expense – Historical data


Financial analysis2

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

Governance Indicators

  • Resolution 49

    • Visual display of trends

  • PEARLS

  • Regulatory Indicators


Res 49 arrears trend detail

Res 49 Arrears Trend - Detail


Governance indicators1

Governance Indicators

  • Resolution 49√

  • PEARLS

    • Governance, KPIs and Benchmarks

  • Regulatory Indicators


Pearls p1 ratio

PEARLS – P1 Ratio


Pearls a1 ratio monthly ratios

PEARLS - A1 Ratio – Monthly ratios


Pearls e5 ratio

PEARLS – E5 Ratio


Governance indicators2

Governance Indicators

  • Resolution 49√

  • PEARLS√

  • Regulatory Indicators

    • Sensitivity Analysis and Reserve Ratios

    • Early warning system


Governance indicators section 35

Governance Indicators – Section 35


Reports top 5 shares

Reports - Top 5 Shares


Governance indicators3

Governance Indicators

  • Resolution 49√

  • PEARLS√

  • Regulatory Indicators√

  • Business Decisions

    • What do we need to do?

    • What will the impact be?


Marketing analytics phase 2

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

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

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

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!


  • 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

    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


    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

    IT Suppliers Working on Service for CUs

    BIETL : Automatic Data Transfer Service


    Bietl setting standards

    BIETL – SETTING STANDARDS

    • IT Suppliers BIETL Service Standard!√

    • Technical BIETL File Transmission Specs√

    • Movement-Wide DATA STANDARDS!!!

    =


    Your next steps

    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

    Thank You.


  • Login