This document summarizes a webinar on using predictive business analytics to improve performance across an enterprise. The webinar will define predictive business analytics, provide examples of how organizations can develop predictive analytics capabilities, and showcase a case study of how MetLife uses predictive analytics. Attendees will learn how to transition from static to dynamic planning that links strategy to operations, and how to leverage analytics to provide timely, relevant information to impact financial and operational performance. The presenter, Larry Maisel, is an experienced management consultant who has helped large companies implement analytics solutions to improve business outcomes.

1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Business Analytics, Forecasting, Financial
Planning: The Recipe for Impacting
Performance Across the Enterprise

2. Learning Objectives
After attending this event you will be able to:
• Understand the concepts and inter-relationships of
business analytics, dynamic planning and forecasting,
and employee performance management
• Discover how to transition from a static to dynamic
planning and forecasting environment that links strategy
to operations
• Identify opportunities to develop and leverage analytics
that deliver timely, relevant and accurate to those who
impact financial and operational

3. Welcome to Proformative
Proformative is the leading educational resource for
corporate finance professionals.
A resource where corporate finance and related
professionals advance in their careers through:
• Uniquely valuable, online peer network
• On demand courses taught by peers and SMEs
• Valuable Features and Resources
Check it out at www.proformative.com

4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Business Analytics, Forecasting, Financial
Planning: The Recipe for Impacting
Performance Across the Enterprise
Larry Maisel, President, DecisionVu Group, Inc.

5. About Larry Maisel
President, DecisionVu Group, Inc.
• A specialized management consultancy, with a track record of delivering
measurable performance improvement to our clients by providing leading
companies with innovative tools and capabilities and delivered by experienced
practitioners who partner with you to deliver value to your organization.
• Client experiences include MetLife, TIAA-CREF, AIG, XL Capital, Merck, Pfizer, BMS,
Citigroup, Federal Reserve, ASCAP, NBC, Fox Cable, and other Global companies.
• Prior career experiences include Senior Partner at KPMG Consulting, Executive at
PeopleSoft and Balanced Scorecard Collaborative, and founder DecisionVu
• Frequent author, speaker, and adjunct professor at Columbia University’s Graduate
School of Business and quest lecturer at Kellogg Graduate School of Management.
• BA Economics, MBA Corporate Finance, and CPA / CGMA
A recognized track record of thought leadership

6. Discussion Agenda - Predictive Business
Analytics (PBA)
Introductions
PBA Importance, Definition, and Examples
Develop Capabilities
Integrate Performance Management with PBA
Predictive Business Analytics - MetLife Case Study
Q&A

7. Drowning in data but starving for
information
“Without interpretation, data is just numbers”
Courtesy of www.garycokins.com

8. Some Lessons are Self-Taught
“An organization’s ability to learn, and translate that learning into
action rapidly, is the ultimate competitive advantage” Jack Welch
Courtesy of www.garycokins.com

9. Predictive Business Analytics grows in
importance
 Use predictive metrics to alert and guide organizations on
the best next action to take.
 Business and IT leaders often misinterpret the term "KPI"
and don't actually have predictive measures in place.
 Using historical measures to gauge business and process
performance is a thing of the past.
 To prevail in challenging market conditions, businesses need
predictive metrics.
Gartner Survey:1
Using Predictive Business
Performance Metrics Will
Increase Profitability 20%
by 2017
 90 percent of respondents attained a positive ROI from
successful deployment of predictive analytics.
 Among respondents who have implemented predictive
business analytics, 66% say it provides ‘very high’ or ‘high’
business value.”
 And alarmingly, “respondents that have not yet adopted
predictive technologies experienced a 2% decline in profit
margins, and a 1% drop in their customer retention rate."
Other Relevant Recent
Studies Quantifying PBA’s
Value
The enterprise of the future, will be more reliant on empiricism and analytical
decision making, and indeed be considerably different from today’s enterprise.
1. Gartner Press Release (1/21/2014)

10. Predictive Business Analytics – A Working
Definition
Businesses are expected to possess the talent, tools, processes, and capabilities
to gain forward-looking insight to drive business decisions and actions.
 A process encompassing a range of techniques dealing with the collection, classification,
analysis, and interpretation of data to gain insight, reveal patterns, anomalies, key variables,
and relationships.
 The organizational capabilities within which these techniques are applied, interpreted, and
communicated among key constituents whose roles and responsibilities are to plan and
execute using such critical information and insights to drive faster, smarter, better decisions.
Today, several terms are in current use:
 Predictive Analytics
 Business Analysis
 Driver-Based Forecasting, and so on
While these underlying methodologies are valuable, they are
still techniques of “How to do these actions”

11. A Simple Example to Illustrate
Determining the creditworthiness of a borrower (banks)
Available borrower
data:
- income
- payment history
- current debt
- work history
- etc.
New loan applicant
Model = f (input data)
Score
Compare individual score to benchmark data
as part of Decision Management
Courtesy of www.garycokins.com

12. Business Analytics, Forecasting, Financial
Planning: The Recipe for Impacting Performance
Across the Enterprise
Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com