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Analytic Transformation at Fannie Mae

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Fannie Mae is the leading provider of mortgage financing in the United States. Operating under a congressional charter, Fannie Mae plays an important role in the nation’s housing finance system; they provide liquidity, stability, and affordability to the mortgage market. Recent economic conditions have required Fannie Mae to be even more responsive in servicing a rapidly changing customer. Hear how Fannie Mae's BI Center of Excellence team enabled vast improvements in the delivery of reporting and analytic insights while scaling the team to over 600 Alteryx users. Learn how Alteryx became the foundation of their new tech stack, utilized for cleaning, joining, and performing advanced calculations on a dozen-plus data sources across Oracle, SQL, Netezza, and Excel, with output to MicroStrategy and Tableau. Fannie Mae now rapidly deploys dashboards that transform data into meaningful and insightful narratives that drive real-time market analysis and business strategy.

Umar Salam - BICOE Lead, FNMA

Published in: Data & Analytics
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Analytic Transformation at Fannie Mae

  1. 1. # A L T E R Y X 1 9 PRESENTED BY ANALYTIC TRANSFORMATION AT FANNIE MAE Umar Salam Umar_Salam@fanniemae.com
  2. 2. # A L T E R Y X 1 9 COMPLETE SESSION SURVEYS ATTENTION 2 You were handed a survey as you entered the room. It should take less than 2 minutes to complete Please return your completed surveys B E F O R E YO U L E AV E the room Surveys are anonymous, and we rely on your opinion for improvement
  3. 3. # A L T E R Y X 1 9 3 UMAR SALAM A L T E R Y X U S E R S I N C E 2 0 1 8
  4. 4. # A L T E R Y X 1 9 4 TODAY’S AGENDA 1. Our team 2. Project background 3. Challenges for conversion 4. Our approach 5. Lessons learned 6. General Q&A
  5. 5. # A L T E R Y X 1 9 COE ACTIVITIES 5 • Provide guidance based on use cases • Requirements questionnaire • Internal tool capability comparison • Tool expertise • Prototyping • Design reviews • Best practices • Troubleshooting • Quarterly user groups • Lunch & learns • Workshops • Experience sharing and collaboration • Research on new features for all the BI tools in portfolio • Evaluate and test new technologies and compare to existing tools • Monitor BI market TOOL SELECTION GUIDANCE RESEARCH & INNOVATION CUSTOMER ENGAGEMENT ENABLEMENT PROGRAM
  6. 6. # A L T E R Y X 1 9 MIGRATE REPORTS 6 FANNIE MAE WAS RETIRING AN EXISTING TOOL AND WE NEED TO MIGRATE ALL REPORTS TO OTHER TOOLS IN PORTFOLIO Legacy reports
  7. 7. # A L T E R Y X 1 9 REQUIRED OUTCOME 7 • Convert 30 dashboards to new BI platform within 6 months • Create Alteryx workflows to fulfill the data requirements • Improve the report performance & time to market • Knowledge base for reference, training and tips/tricks for maintenance • Decommission the legacy reports CAPITAL MARKETS REPORTING ANALYTICS (CMRA) 30 DASHBOARDS 6 MONTHS
  8. 8. # A L T E R Y X 1 9 REPORT CONVERSION CHALLENGES 8 ISSUES THAT WE FACED WHILE CONVERTING THE LEGACY REPORTS TO MICROSTRATEGY Data preparation Reports complexity Collaboration difficulties Project schedule
  9. 9. # A L T E R Y X 1 9 OUR APPROACH 9 OUR APPROACH TO THE CONVERSION PROOF OF CONCEPT Define architecture, methodology and infrastructure MicroStrategy and Alteryx Finalizing the technical architecture for the Target state Evaluate all the reports in detail and identify the reports for conversion Two week sprints, user demos and sprint retrospective TOOL SELECTION ANALYZE EXISTING DASHBOARDS AGILE PROJECT ARCHITECTURE DECISIONS
  10. 10. # A L T E R Y X 1 9 10
  11. 11. # A L T E R Y X 1 9 CMRA FUTURE STATE 11 OUR SOLUTION FOR MIGRATING REPORTS TO MICROSTRATEGY
  12. 12. # A L T E R Y X 1 9 INITIAL PLANNING 12 PLANNING FROM THE TECHNICAL PERSPECTIVE • # data sources • Tables • SQL • Frequency • Live vs cube • # of rows • File size REPORT ANALYSIS • Current state • Target state • Best practices ALTERYX PLATFORM • Data sources connections • Migrations best practice • Code freeze • Inline vs parallel deployment • User setup + security DEPLOYMENT STRATEGY • Data sources (databases, Excel) • MicroStrategy joins vs Alteryx data joins • Calculations in Alteryx vs BI tool • Multiple Alteryx outputs vs single output • Alteryx workflow performance consideration • Live connection vs cube APPLICATION DESIGN STRATEGY
  13. 13. # A L T E R Y X 1 9 DATA ACQUISITION / JOINS? ALTERYX JOINS 13 • Fewer data sources • Data Mart availability • Live data MICROSTRATEGY JOINS • Multiple/disparate data sources • Complex joins (inner/outer/left/right) • Report performance • Historic data DESIGN CONSIDERATIONS
  14. 14. # A L T E R Y X 1 9 CALCULATIONS ALTERYX 14 MICROSTRATEGY/TABLEAU CALCULATION CHALLENGES •Do complex calculations •Resolve performance concerns •Separate data prep from BI layer •Difficult to do complex calculations •Performance issues •Maintenance issues •Calculations based on pivots and transpose •Null/empty space handling •Unique concat DESIGN CONSIDERATIONS
  15. 15. # A L T E R Y X 1 9 ALTERYX ENVIRONMENTS 15 • Separate development/testing • Low risk to Prod as workflows are tested and approved before deployment • Additional platform maintenance • Additional cost DESIGN CONSIDERATIONS PRODUCTION DEV/TEST Production environment Dev/Test environment PROS CONS
  16. 16. # A L T E R Y X 1 9 REGIONAL REPORT (BIG REPORT) 16 • Over 10 different data sources • Data prepared in the BI tool • Over 10 report tabs • Complex calculations EXECTION TIME: 40 MINUTES REPORT SPECS
  17. 17. # A L T E R Y X 1 9 REGIONAL REPORT (DATA RE-DESIGN) 17 • Joins • Calculations • Multiple outputs to Netezza • Time to execute (about 10 minutes)
  18. 18. # A L T E R Y X 1 9 SUCCESS STORY 18 • Converted 30 dashboards in 6 months • Improved performance & time to market • Knowledge base for reference, training and tips/tricks for maintenance • Successful decommission of legacy reports 30 DASHBOARDS PERFORMANCE GAIN 6 MONTHS
  19. 19. # A L T E R Y X 1 9 19 LESSONS LEARNED • Initial challenge: work with two tools (Alteryx & MicroStrategy) • Agile project challenges with initial sprints • Migrations and automation • User adoption • Documented the best practices to train the CMRA developers
  20. 20. # A L T E R Y X 1 9 NOTE FROM APPLICATION OWNER 20 “Thanks to BICOE, Platform teams for all the hard work we did together throughout year! We made it happen and great team effort!” – Chuan Dai, CMRA Manager
  21. 21. # A L T E R Y X 1 9 21 Q&A
  22. 22. # A L T E R Y X 1 9 COMPLETE SESSION SURVEYS ATTENTION 22 You were handed a survey as you entered the room. It should take less than 2 minutes to complete Please return your completed surveys B E F O R E YO U L E AV E the room Surveys are anonymous, and we rely on your opinion for improvement
  23. 23. # A L T E R Y X 1 9 THANK YOU umar_salam@fanniemae.com 23 FANNIE MAE UMAR SALAM

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