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Self-Service Reporting & Analytics Enablement for Business Users…
Self-Service Reporting & Analytics Enablement for Business Users
Stakeholders
BP
Client Deposit Report (A. Stoecklin)
MM&D
Digital KPI Reporting (M. Pfister)
CDM Campaign Performance Reporting (S. Fleury)
CI Single Client View Report
Multibank Dashboard (U. Joerrer)
Person Data Hub (PDH) Dashboard (C. Schürrer)
Lukasz: Key for success is cover C. Einsele, L. Meyer and S. Brunner, but also big rock demands
WMCH
Digital Client Profiling Dashboard (R. Früh)
SAM Reports (C. Terpetschnig)
WM-COO
SAM Reports: Call Center Outbound Campaign Reports (S. Wagner)
CIC
"CASIS" Report (R. Wirz / R. Invernizzi)
PB
E2E Sales Performance Measurement Dashboard (D. Schwestermann)
Other
"CASAO" Report (F. Hürlimann)
Approach
Prioritize delivery sequence on a monthly basis with all stakeholders/requestors to create a 2020+ roadmap
Get in contact with solution domain resp. Stefan Sykes as a Single Point of Contact within P&C for reporting needs
Conduct pre-inception for each report to identify data gaps in SaMaRA, to define IT requirements and to position delivery in a roadmap incl. IT resource confirmation
Understand business requirements engineer/document in Confluence together with stakeholder/requester, IT e2e Business Analyst and Architects
Deliver report based on agreement with requester either by IT, solution domain or by user him-/herself
Timeframe
Depending on IT resource allocation
Governance
Delivery
Implementation
Bi-weekly touchpoint with working group participants to share detail status updates and to avoid operational issues and risks
Report Delivery
By Group Technology = IT managed BI reports
By Power Organisation = Business managed BI reports
Power user organization to be defined and enrolled
By user in self-service = non managed BI reports
Lukasz: Get in contact with Jeff from GCMS because they also have already power user organization
Requirements
Engineering
Conduct individual working groups to deep-dive on report requirements in form of interviews
Document requirements in Confluence Page together with stakeholder/requestor
Delivery
Prioritization
Monthly touchpoint with senior management to share high-level status updates and to prioritize sequence of delivery
Document report prioritization in Confluence Page
Visibility
Events
Senior Management Committees such as PMC, EC, MC and OC
Lunch & Learn Event
Platform Design Board (PDB)
Flash Training
Team Meeting
Other
Use UBS public platforms such as Confluence and Sharepoint
Share information deck with community
CoE D&A Newsletter
Pre-requisites to get this rolling
Solve issues in SaMaRA (e.g. missing data topics, attributes structure, performance)
Deliver 1-2 reports as show cases
IT resource allocated, min. an e2e IT Business Analyst who understands the data stored in SaMaRA as well as functionalities in MicroStrategy
Agree with IT on Power User Organization, include min. 2 members from Solution Domain (e.g. A. Kordowska) and nominate power users in segments and COO functions
Lukasz: leverage other committees (CCB, DA)
MSTR 2020 release incl. education for power users
NEXT STEPS
Review feedbacks
Talk with Peti and Serge regarding Governance
Think of first focus points/user groups: CoE .......
Dependency to other reporting units (e.g. in BP)