Strategic Innovation and Building a Financial Intelligence Platform

1. FINSTIEN
SOCIAL FINANCIAL INTELLIGENCE
PLATFORM
Pratik Jain
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/

2. VISION - DELIVER THE MAGIC OF
FINSTIEN – CENTRAL NERVOUS SYSTEM
TIME
• Effective decision making and promoting efficiencies with timely and accurate
forecasts, scenario planning and financial modelling.
CALM
• Deliver calmness with ability to plan ahead and being prepared by Continually
monitoring key business metrics, market growth, and competitive changes.
JOY
• Joy of driving product decisions that change company economics with confidence,
best practices while minimizing or mitigating risks.
MONEY
• Watch it all grow with dynamic market analysis, customer insights, financial
stmts., company valuation and stock price and the impact to the bottom line.
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
•We will get better with every dayOur Mantra

3. Company
Finance
Supply
Chain
Market Analysis
Partner
Analysis
Businesses
Customers
Insights
FM: Financial Management
VRM: Vendor Relationship Management
SCM: Supply Chain Management
CRM: Customer Relationship Management
PM: Partnership Management
IR: Independent Representatives
HCM: Human Capital Management
EM: Expense Management
Business Management at your fingertips
Operations
HR Stats
Sales
( Demand
and Supply)
Marketing
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/

4. FINANCIAL INTELLIGENCE
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
• Accounting close
• Financial consolidation
• Financial statement
preparation
• Regulatory filings
• XBRL
Financial Reporting,
consolidations and
Disclosure
• Cost and Profitability
Analysis
• Key Performance
Indicators
• Internal reporting
• Scorecards and metrics
• Strategy and initiatives
Performance
Management and
Management
Reporting
• Strategic planning
• Setting goals and targets
• Budgeting
• Rolling and collaborative
forecasts
• Predictive modelling
• Scenario Planning
Planning, budgeting
and forecasting
Past Preset Future

5. STRATEGY
Operational
Excellence
Product
Innovation
• Artificial Intelligence
• Statistical Modelling
• Trend Analysis
• Automated Regression and Sensitivity
Analysis
• Risk Modelling and Management
• Intelligent Analytics
Customer
Centricity
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
• Real Time Data-Driven-Decisions
• Corporate Goals Alignment
• Forecasting Gamification
• Scenario Based Financial Forecasting
• Continuous improvement
• Optimized processes and best
practices
• Social Platform
• Deliver a MAGICal experience
• One Stop Shop to run your City
Effectively
• Analyze business opportunities
• Simplified Financial Modelling
• Effective Decision Making
• Centralized Dashboard
• Real time Strategic Planning to respond quickly to
changing business needs.
• Gain operational efficiencies and reduce total cost
of ownership.
• Manage global scale-energizing local economies
• Forecasts aligned to specific business objectives.
• Continuous Planning and Rolling Forecasts, Top-Down
or Bottom-Up
• Formalized shared cost models, best practices across
the organization.
• Leveraging cutting edge internal Uber capabilities.
• Next generation user experiences.
• Meet Audit, Regulatory requirements.
Objectives

6. FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN -
HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Business
Capabilities
Business Services
Technology
Services
Product
Management
Shareholder Value
Operational Excellence Growth
Customer Intimacy
Product Innovation
Resources
• Skills
• Availability
•
CIRCLES / DMAIC
methodology
Non Functional capabilities
Customers
Perspective
Financial
Perspective
Process
Perspective
Technology
Perspective
Roll out new products Add new countries Add new cities
Reduce operational costs
by 30%
Grow existing market by
30%
Grow existing market by 30%
Market Analysis
Finanical Intelligence Forecasting Social Collaboration
Analytics and Reporting Risk and Fraud Mgmt Strategic Planning
Audit compliance across
all countries
KPI s/Trends Artificial Intelligence
Financial and Risk
Models
Statistical Analysis
Data VisualizationDashboard Fraud DetectionScenario PlanningData Lakes
Team BuildingRoadmap
• Timelines
• Milestones
• Prioritization
• Culture
• Leadership
• Teamwork
• Scalability
• Reliability
• Security
• Performance
• Internationalization
• Operational
• Customer Journey
• Data Journeys
• Data Modelling
• Process Mapping
Value Chain

7. FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Executives
Functional
Manager
Operational
Manager
Country
Managers
Strategic
Planning
Tactical
Analysis
Operational
Decisions
Summarized Detailed
Data Granularity
-Rollup and Drill down forecasts
-Track progress , KPI’s, OKRs
- Domain Specific KPI’s
- Executive summaries
- Up to Date financial information
- Corporate Performance /Valuation
- Risks and Compliance
- Operational Metrics
- Real time KPI’s
- Create forecasts
-Business Trends
-Assess Business Opportunities
-Strategies and OKR alignment
Scenario and Simulations
-Planning Budgeting and Forecasting
STAKEHOLDERS ANALYSIS

8. Management
Financial
Statements
Social
Platform
Strategic
Planning
Forecasting
Financial, Sales
Key Capabilities
Financial
Models
Dashboards
Data
Visualization Analytics
and
Reporting
KPI’s, Trends
Market
Analysis
Statistical
Modelling
Risk and
Fraud Mgmt
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/

9. STATISTICAL MODELLING & OPPORTUNITIES
Identify
• Survey
• User Research
• Data Mining
Quantify and
Synthesize
• Correlation Analysis
• Statistical Modelling
Generate
Product Ideas
• Brainstorm
• Benchmarking
Rapid
Experimentation
• User Study
• Quick A/B Tests
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN -
Feed the financial data to the Data Experimentation, Machine
Learning, Anomaly and Fraud Detection and forecasting teams
leveraging F3, changepoint detection and other proprietary
algorithms to start identifying key trends to generate Product
Ideas and work with data sciences, financial analytics and city
GM to build statistical models to deliver efficiencies.

10. PROTOTYPING
Business Objective 1 : Vehicle Sales Business Objective 2: Product
Rollout
Business Objective 3: Business
Model Changes
Scenario Options Scenario Options Scenario Options
5% Increase 10%
Increase
20%
Increase
Increase
Number of
Models
Increase
Number
of
Drivers
Increase
Marketing
New
Marketing
Channel
News
Sales
Model
New Service
Model
Sales Team A
Team B
Team C
Logistics Team D
Team E
Team F
Customer
Service
Team G
Team H
Team I
Business Area Related
Teas
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/

11. Features Design
• Brain Storming
• Persona Mapping
• User Interviews
• Wireframing
• Customer/User
Journeys
• Edge Case Journeys
• Data Journeys
• Process Mapping
• Identification of key
KPI's
• Clarify qualifiable
and quantifiable
expectations
• Identify risks and
problem areas
Technical Design
• Architecture
• Systems Mapping
• Data Sources
• Data Journey
Mapping
• Statistical Modelling
• AI Modelling
• Non Functional
• Scalability
• Reliability
• Security
• Internationalization
• Performance
• Operational
Planning
• Timelines
• Team Engagements
• Prioritize the
“Needed”
capabilities
• Managing
expectations
• Pipeline, prioritization
and review
Framework
• Dependencies
Planning
• Risk Tracking and
Management
• Communications Plans
• Approval Process
Development
• Functional
• Web App
• Microservices
• Data
• Data Science Models
• Testing Plans
• Unit
• Stress
• Functional
• User
Implementation
• User Rollout Planning
• Issues Tracking and
Management
• Change Control
• Site Reliability
• Monitoring
• Alerting
• Support
• Training
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Envision the
Product
Design and
Prototype
Develop and
Execute
Testing and
Rollout
FINSTIEN LAUNCH Plan

12. MEASURING SUCCESS
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Help increase revenue by xx% with effective Planning, forecasting.
Deliver savings xxx revenue by identifying key spend areas and optimizations.
Deliver xx% growth with effective rollout of new products, features.
Ability to plan financial impact of effective scenario planning in real time.
Deliver on time and within budget.
Meet the SLA/OLA defined.
Improving transparency with audit trail and analysis tools.
Getting reliable insights with statistic models.

13. ENVISION
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/

14. VALUE CHAIN
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Business
Capabilities
Business
Services
Technology
Services
Resources
Technology Projects
Uber Cities
Uber Countries
Cost Pools
General Ledger Business
Strategy
/ Goals
Objectives
and Key
Results
Enabling
Changes
Technology
Enablers
Concrete
action
plans
Growth
Operational
Excellence

15. MARKET ANALYSIS
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN -
• Distinguishing
characteristics
• Size
• Breakdown
• Market Share (TAM,AMS
etc.)
• Regional Map
Target
Market
• Pricing and gross margin
targets
• Goals and KPI’s
• Demand Planning
• Customers segmentation
Targets
• SWOT
• Barriers
• Service Perceptions
• Service Comparisons
Competitive
Analysis
• Political, Regulations,
Environmental, Social,
Operations(PRESTO)
Risks
• Risk Scoring
Market Risks
Modelling
• Revenue
• Margins
Product
Performance
• Quality
• Customer Satisfaction
• Safety
• Reliability
Product
Operations

16. FINANCIAL PLANNING / UBERONOMICS
FinancialTrendsandKPI’s
FinancialModelling
ModellingRISKS
FinancialStatements
EXTREMEScenarioPlanning
Real-time data
Income Stmts.,
Balance Sheet,
Cash Flow
Ability to rollup,
drill down
Integrated with
CRM and
enterprise
resource
planning
systems (ERP)
systems
Accounts
Payable
Accounts
Receivables
Slice and Dice
the data by
Product,
Product and
Customer
Segments,
locations
FraudDetection
Scenarios
driven
Cash Flow
Analysis
Breakeven
Analysis
Manage fixed
and variable
costs.
Burn Rate
DCF, NPV
Analysis
Automated
Regression
Analysis
Company
Valuation
Stock Price
Modelling
Real Time Cash
Flows
Trend Analysis
–Peak, Daily ,
Weekly,
Monthly,
Quarterly,
Yearly
Trend Areas by
Customers,
Partners,
Potential Users,
Markets, Issues
ROI, Financial
ratios, Burn rate
Dynamic
Thresholds
Detection
Model legal
and Tax
implication
PRESTO Risks
Tracking
Risks Scoring
SOX
Complaince
New Years Eve
Halloween
SERVICE Shut
Down
Major Events
Planning
One time event
planning
Weather events
Terrorist event
Anomaly
Detection
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/

17. FORECASTING GAMIFICATION
Gamification
ExcelonSteroids
ScenarioPlanning
Forecasting
Summary
Develop multiple
plan alternatives
Save, Retrieve,
Modify and share
forecasts
Progress tracking
Timelines - Month,
Quarter, Year
Window - Prior -
2, Priori -1, Prior,
Current Future,
Future+1,
Future+2
View forecasts by
individual cities ,
drill down, rollup
Custom sheets for
multidimensional
forecasting
Likes, comments,
ratings
Decision Trees
Free cash flows
Discounted cash
flows
NPV
Sensitivity
Analysis
Variance Analysis
Action Planning
Scenarios
NPV Decision
Trees
Risk vs Returns
Time series vs Pro
Formas
Leverage Best
practices across
the organization
Strategy/Goal
driven.
Create Strategies
and compete
Earn points for
effective
decisions
Ability to pick go
forward forecasts
to play
Breakdown by
Product, Location,
LOB
Ability to create
forecasts for a
particular
scenarios
Ability to define
own custom
scenario
Business Case
Excel Integration
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN -
HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/

18. SOCIAL PLATFORM
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
• Like, Share, Rate forecasts
with team, managers
• Live chat
• Notifications
Social
Capabilities
• Showcase your region
• Executive Summaries
• Ability for technologists,
data scientists to share and
showcase their work
• Uber City teams can request
features
Connect
Engineering
with Operations
• General Announcements
• Product Rollout
• Rollout schedules
• Product Features
• Reporting Issues
• Share Information
• Help
• Training
Forums

19. ANALYTICS AND REPORTING
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
• Active Sparklines and Graphs to
spot trends and change forecasts
• Drag-and-drop functionality,
select ranges of data
• create charts with a single click
• Share fine-tuned graphs by
creating snapshots or publishing
to dashboards or social platforms
Intelligent
Analytics
• Drag and drop Reporting
• Slice and dice across dimensions,
versions, departments, etc
• Drill down vs rollup.
• Generate HTML, PDF reports
• Create presentation-quality
packages dynamically
Self Service
Reporting

20. TECHNICAL CAPABILITIES
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN -
HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Data Modelling
• Attributes
• Mappings
• Flows
Security
• Authentication/Authorization
• Roles Based Access
• User Administration
Data Freshness • 15 mins
Scalability • Ability to handle xxxx requests /sec
Reliability • Available 99.99%
Internationalization
• Comply with applicable laws and standards
• Supporting multiple languages
Performance • Sub Second Response times
Operational
• SLA/OLA
• Logging
• Monitoring
• Alerting

21. DESIGN AND PRIORITIZE
FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/

22. FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Persona Mapping
• Org Structure
• Roles and
Responsibilities
• Access Controls
• RACI charts
Governance
• Planning Budgeting and
Forecasting
• Accounting and Financial
Reporting
• Managing cash and assets
• Risk and compliance
• Company Valuation
• Financial Transparency
• Complying with regulations
CFO
• Executive summaries
• Access to latest and updated
financial information
• Strategies and OKR alignment
• Corporate Performance
• Asses Business Opportunities
• Track progress towards
forecasts
• View up to date financial stmts
Top Mgmt
• Perform Market Analysis and
Business opportunities
• Create forecasts
• View up to date financial stmts
• Perform statistical analysis
• Planning Budgeting and
Forecasting
• Products rollout
• Risks and Compliance
Uber City
General
Managers
• Review financials
• Financial Modelling
Financial
Analysts
• Review forecasts
• Review financials
• View up to date financial stmts
Senior Mgmt
• Internal Controls Monitoring
CFO

23. FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Customer and Data Journeys
Attract / Trigger the
need
Interact /
Understand the need
Engage / Provide
Solutions Convert /Act
Launching a new
Product
Identify Goals Market Analysis Deliver a new product
Up to date Data Identify Key Data Data Visualizations
Create forecasts Financial Models Dynamic Statistic
Modelling
Create Projections Identify metrics to
measure
KPI’s
Needs
Feelings
City General
Manager
Persona
Anxious Interested Excited Confident
Hopeful Curious Commited
Not enough Info Risks
Excited

24. FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
Prioritization
Map Features to Objectives and Key Results to
Assign weightage to each objective
Evaluate features.
FINSTIEN Health Tracking
Meeting OKR’s
Product Finance Mgmt
Meeting timelines and milestones
New functionality every Monday
Reliable Statistical Models
Internal Dashboard
Engineering
Design
Data Scientists
Financial Analysts
City Teams
Senior Mgmt
Top Mgmt
Experimentation Platform
Data Visualization Team
Fraud & Anomaly Detection Team
AI Team
Site Reliability Team
Key Stakeholders

25. FINSTIEN – A SOCIAL FINANCIAL INTELLIGENCE PLATFORM DESIGNED BY PRATIK JAIN - HTTPS://WWW.LINKEDIN.COM/IN/PRATIKJAIN1/
REFINETESTING AND VALIDATION
Feedback Loops
• Users
• Stats Models
Traffic Analysis
Internal Logs
Quick A/B Testing
Experimentation
User Rollout planning
Feature Usage
Usability Testing
Feedback