IBM Vision 2013 Breakout Session - Managing a Multi-phase Implementation of IBM Cognos ICM


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Joint breakout session during the 2013 IBM Vision Conference between OpenSymmetry and Huntington Bank. Session was titled, Managing a Multi-phase Implementation of IBM Cognos ICM. Presenters were Luke Marciniak, Project Manager with OpenSymmetry and Barbara Weigel, Vice President - HRS Incentive with Huntington Bank

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IBM Vision 2013 Breakout Session - Managing a Multi-phase Implementation of IBM Cognos ICM

  1. 1. Managing a Multi-phaseImplementation of IBM Cognos ICMLuke Marciniakwith Barbara Weigel1069
  2. 2. Data…Data…Data…
  3. 3. ©2012 IBM Corporation©2012 IBM CorporationBarbara WeigelVice President – HRS Incentive10 years of Incentive AdministrationManagement ExperienceLuke MarciniakProject Manager6+ years in the Sales PerformanceManagement SpaceIntroductions
  4. 4. ©2012 IBM Corporation©2012 IBM CorporationAgenda§  Vendor Selection§  Phase I§  Organizational Change§  Phase II§  The Future
  5. 5. ©2012 IBM Corporation©2012 IBM CorporationHuntington National Bank Overview§  $56 billion regional bank holding company headquartered inColumbus, OH§  Principal markets:–  Ohio, Michigan, Pennsylvania, Indiana, West Virginia and Kentucky§  Primary distribution channels:–  700 traditional and convenience branches–  Alternative distribution channels including internet, mobile,telephone banking and more than 1,400 ATM’s
  6. 6. ©2012 IBM Corporation©2012 IBM CorporationCustomerInterviewsPOCIt Started Like Any Other ProjectVendor SelectionDemosRFPBusinesscase
  7. 7. ©2012 IBM Corporation©2012 IBM CorporationBusiness Case§  3 retail legacy systems at end of life§  More flexibility to respond to the business needs§  Reduced internal costs§  Less reliance on IT partners§  Risk mitigation§  Enterprise-wide platform
  8. 8. ©2012 IBM Corporation©2012 IBM CorporationVendor Selection§  RFP–  4 vendors§  Demo’s–  4 vendors§  POC–  2 vendorsIBM Cognos§  Easy to use§  Open architecture§  Customer-centric§  Reporting functionality§  Web from functionality
  9. 9. ©2012 IBM Corporation©2012 IBM CorporationAnd Then…The Project Started§ Phase I§ Organizational Restructuring§ OpenSymmetry§ Phase II§ The Future
  10. 10. ©2012 IBM Corporation©2012 IBM Corporation§  Project Scope–  300 Payees–  15 Plans–  16 Presenter Reports–  20 Web Forms–  34 Data Feeds–  Complex Crediting andEligibility Rules–  Complete Incentive Data Mart/ETL Build§  Project Team–  2 PM’s: Varicent/HNB–  2 Full time HNB IT resources+ 3 contractors–  1 Full time business segmentresource–  2 part time HNB IncentiveAdmin team resources–  4 Varicent consultantsPhase I – HNB Call Center Employees
  11. 11. ©2012 IBM Corporation©2012 IBM CorporationPhase I – HNB Call Center Employees§  What we learned:–  Needed more SPM implementation experience on the HNB projectteam–  Simultaneous build of data mart, ETL and configuration of IBMCognos solution–  Underestimated timeline required of building the data mart and ETLprocesses–  Underestimated HNB staffing required to successfully support theproject tasks–  Managing changes requested from the business segment
  12. 12. ©2012 IBM Corporation©2012 IBM CorporationChange Management§  Organizational Change§  Future State Planning–  Staffing models–  Production support–  Future phases§  Communication Strategy–  Payees/Managers–  Business sponsors and management–  Future segments
  13. 13. ©2012 IBM Corporation©2012 IBM CorporationOrganizational ChangeThe History of Incentive Administration in HuntingtonSales…Finance…Sales Support…Human Resources§  Why Restructure?–  Create centralized organizational infrastructure to support enterprise wideimplementation of IBM Cognos–  Establish oversight for all incentive plans–  Increase effectiveness in incentive plan management–  Mitigate risk of single subject matter expert housed within a businesssegment–  Enhance ability to manage date–  Single source IT support–  Single point of contact–  Build bench strength for development in IBM Cognos within one team
  14. 14. ©2012 IBM Corporation©2012 IBM CorporationOrganizational ChangeRecognized need forexpertise incompensationorganization structureRecognized need forfuture state planningRecognized need forcustom trainingEngage an SPM partnerto assistHow toExecute
  15. 15. ©2012 IBM Corporation©2012 IBM CorporationOpenSymmetry Overview§  Global experts in Sales Performance Managementheadquartered in Austin, TX with offices in 7 countries§  Service Offerings:–  Strategic Services–  Implementation–  Managed Services§  Why OpenSymmetry?–  We deliver value added consulting–  We partner with you, it’s all about teamwork–  We can provide independent advice–  We deliver successful results, whatever the challenge
  16. 16. ©2012 IBM Corporation©2012 IBM CorporationFinal State:§  Human Resources–  Incentive Administration Team–  IBM/Cognos Developmentand Production Support Team–  User Acceptance TestingTeam§  IT–  Incentive Data Mart/ETL–  QA Testing Team§  Business Segment–  Plan design–  Subject matter experts–  Liaison with HR IncentiveTeamsOrganizational Change
  17. 17. ©2012 IBM Corporation©2012 IBM CorporationOrganizational Change§  OpenSymmetry–  Side-by-side player/coach with HNB staff–  In-depth knowledge of IBM Cognos–  Organizational assessment/staffing needs–  Future state planning–  Training–  Testing
  18. 18. ©2012 IBM Corporation©2012 IBM CorporationPhase II§  3 Business segments–  Call center–  Branch and in store channel–  Business banking§  Project Scope–  5,000 Payees–  48 Plans–  2,000 Calculations–  300 Tables–  45 Data Feeds–  30 Reports–  20 Webforms
  19. 19. ©2012 IBM Corporation©2012 IBM CorporationPhase II - Scope§  Complete redesign of incentive plans for 2013–  90% rework of IBM Cognos calculations already complete andimplemented for the call center–  100% rework of Phase I presenter reports–  10 new or redesigned data feeds–  Design considerations for building 2013 on top of 2012 plans inproductionAnd…Go Live in 7 Months
  20. 20. ©2012 IBM Corporation©2012 IBM CorporationPhase II – How did we do it?§  Pre-project on site player/coach activity with HNB andOpenSymmetry§  Global OpenSymmetry resources§  Dedicated HNB project team§  Dedicated IT Staff with augmentation§  3 PM’s: IT, HR Incentive Team, OpenSymmetry§  Business segment participation§  Dedicated HNB Incentive Team Resources§  Dedicated HNB QA and UAT teams
  21. 21. ©2012 IBM Corporation©2012 IBM CorporationPhase II - Challenges§  Integration of new build while keeping the integrity of reusablecomponent and calculations§  Requirement gathering approach§  Volume of requirement documentation§  Non-negotiable timeline§  Learning curve of HNB and OpenSymmetry team§  Large team with independent assignments§  Use of standard HNB testing methodology§  QA team with limited experience in SPM tool
  22. 22. ©2012 IBM Corporation©2012 IBM Corporation§  Development team involvement in gathering and documentingrequirements§  Careful resource planning for component development§  Team approach to component development and tablemanagement§  Frequent peer reviews of build§  QA team to work closely with build team§  QA testing within the IBM Cognos solutionOpportunities for Future Phases
  23. 23. Questions?
  24. 24. ©2012 IBM Corporation©2012 IBM CorporationStaffing§  Production support for the current build§  Project team for new business segment implementations§  Project team for year over year plan changes§  OpenSymmetryPlanning for the future phase§  Development timeline for all business segments§  Generating excitement – “Who is next?”§  Pre discovery via questionnaire and interviews§  Development of a long term budget and staffing road map§  OpenSymmetryThe Future
  25. 25. ©2012 IBM Corporation©2012 IBM CorporationThank You!§  Luke§  Barbara Weigelbarbara.weigel@huntington.comData Driven Results…
  26. 26. ©2012 IBM CorporationCommunities§  On-line communities, User Groups, Technical Forums, Blogs, Socialnetworks, and more–  Find the community that interests you …•  Business Analytics§  IBM Champions–  Recognizing individuals who have made the most outstandingcontributions to Business Analytics•
  27. 27. ©2012 IBM CorporationWe Value Feedback - Submit YOUR Survey!!!§  Access SmartSite to complete your session surveys–  Any web or mobile browser at–  SmartSite applications for iPhone, iPad, Droid and Blackberry–  Any SmartSite kiosk onsite§  Each completed session survey increases your chance to win an Apple TVwith daily drawings sponsored by Alliance Tech
  28. 28. ©2012 IBM CorporationAcknowledgements  &  DisclaimersAvailability. References in this presentation to IBM products, programs, or services do not imply that theywill be available in all countries in which IBM operates.The workshops, sessions and materials have been prepared by IBM or the session speakers and reflecttheir own views. They are provided for informational purposes only, and are neither intended to, nor shallhave the effect of being, legal or other guidance or advice to any participant. While efforts were made toverify the completeness and accuracy of the information contained in this presentation, it is provided AS-ISwithout warranty of any kind, express or implied. IBM shall not be responsible for any damages arising outof the use of, or otherwise related to, this presentation or any other materials. Nothing contained in thispresentation is intended to, nor shall have the effect of, creating any warranties or representations fromIBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreementgoverning the use of IBM software.All customer examples described are presented as illustrations of how those customers have usedIBM products and the results they may have achieved. Actual environmental costs and performancecharacteristics may vary by customer. Nothing contained in these materials is intended to, nor shall havethe effect of, stating or implying that any activities undertaken by you will result in any specific sales,revenue growth or other results.
  29. 29. ©2012 IBM Corporation© Copyright IBM Corporation 2012. All rights reserved.–  U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP ScheduleContract with IBM Corp.IBM, the IBM logo,, TM1®, Cognos® , Cognos 7™, SPSS®, Cognos FSR™, OpenPages®, WebSphere®,DB2®, ALGORITHMICS, Ai Logo, ALGORITHMICS & Ai Logo, ALGO, MARK TO FUTURE, RISKWATCH, KNOW YOURRISK, ALGO RISK, ALGO MARKET, ALGO CREDIT, ALGO COLLATERAL, ALGO FIRST, ALGO ONE, ALGOFOUNDATION, ALGO FINANCIAL MODELER, ALGO OPVAR and TH!NK Logo , IBM Cognos Incentive CompensationManagement, IBM Cognos Incentive Compensation Management on Cloud , IBM Cognos Sales PerformanceManagement on Cloud , IBM Cognos Territory Management on Cloud , and IBM Cognos Quota Management onCloud are trademarks or registered trademarks of International Business Machines Corporation in the United States, othercountries, or both;.If these and other IBM trademarked terms are marked on their first occurrence in this information with atrademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM atthe time this information was published. Such trademarks may also be registered or common law trademarks inother countries. A current list of IBM trademarks is available on the Web at “Copyright and trademarkinformation” at company, product, or service names may be trademarks or service marks of others.Acknowledgements  &  Disclaimers  (Cont’d)