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Foundational Tooling Kickoff (Process/Service (Change culture/vernacular…
Foundational Tooling
Kickoff
No interest in creating a "check the box" exercise
Changing culture
In midst of generational shift
ServCo - taking out entire Ops & Tech from trading company
First step in giving us tools to drive transformation
Struggled with data in past
Providing intelligent MI to support commercial decisions
Help senior team to make better decisions
Process/Service
Need efficiency
Opportunity to address first?
Change culture/vernacular of firm
Construct of trading entity vs BI/ServCo
Objective
Deliver something that motivates to move this to next stage
Demonstrate passion
Show look and feel of data capture structure
1/26 - BI ExCo services steering committee
Audience of buyers
Show power of the path we're on
Show deliverables
Excite
Focus on fool
Cards? Wholesale?
Depth vs width
3 TCs
Fraud
Markets
Cards
What's our goal for January?