Presentation by Amendra Pratap on how TM1 was taken from zero to enterprise wide in 2 years. This was at the Melbourne Business Analytics conference March 2012

1. 1

2. Enterprise TM1
Amendra Pratap– Macquarie Group
15/03/2012

3. Building a smarter planet
Agenda
- TM1 in Macquarie
- Laying The Foundation
- Opportunities
- Understanding the Puzzle
- Technology/Business Drivers
- Design Philosophies
- Benefits
- Lessons learnt
© 2009 IBM Corporation

4. Building a smarter planet
Macquarie Group
Six Operating Groups
• Macquarie Securities Group
• Macquarie Capital
• Macquarie Funds Group
• Fixed Income, Currencies and Commodities
• Banking and Financial Services Group
• Corporate and Asset Finance Group
Founded in 1969
More than 15,000 staff in over 28 countries
© 2009 IBM Corporation

5. Building a smarter planet
TM1 in Macquarie
 Brought in By Finance Dept in IT to assist with Annual Budgets 2008
 Vendor Supported – No In-house Resource
 Ad hoc Finance models start taking hold
2012
•300 Users
• Enterprise wide Tool
•TM1 9.5.2
•Hardware has some grunt
2008
•35 Users
•Localised Divisional Tool
•TM1 9.1
•“Ok” Hardware
© 2009 IBM Corporation

6. Building a smarter planet
TM1 – Laying the Foundation
 Inhouse Resource established
 Healthcheck & Infrastructure Review
 Best Practice Established (Always evolving)
 Macquarie Risk Profile Compliance
 Infrastructure upgrade
 Software Upgrade
 Awareness begins on Capability of TM1
© 2009 IBM Corporation

7. Building a smarter planet
TM1 In Macquarie - Infrastructure
 Internal Health check – Every Quarter (religiously)
 Review & Optimise Cubes, TI, Rules
 TM1 version (driver Version checks)
 Server Environment
 Review Incidents and remediation's
 Hardware Monitoring
 Dev – UAT – Prod Synch
 Quarterly User Access Review
© 2009 IBM Corporation

8. Building a smarter planet
Opportunities
 Disparate systems and capabilities distributed in Organisation
 Duplication, Duplication, Duplication
 Excel becoming Source of truth
 Overhead of maintaining/reconciling
 Outsourcing – Forcing review of process & tasks
 Market Conditions – Focus on Cost
© 2009 IBM Corporation

9. Building a smarter planet
Understanding the Puzzle
 Lawnmower analogy
 Finance as Owner of Model
 Complexity of deploying a “new” system
 Changing Landscape
 Positioning TM1 amongst a large suite of
applications
© 2009 IBM Corporation

10. Building a smarter planet
Technology Drivers
5 Years Ago Today
32 Bit Server – can only hold 4 GB ram 64 Bit Servers – Can hold 16 Terabytes
(1600 GB Ram)
No Parallel Interaction (Locking) Parallel Interaction
Global Deployment – Only via Citrix TM1 Web – Quick and easy to deploy
Server
Reporting Needs VBA Active Forms ! Print Bursting ! Action
Buttons
© 2009 IBM Corporation

11. Building a smarter planet
Business Drivers

Objectives:
2. Reduce red (non-value)
3. Increase green (value)
4. Shrink the timeline, become more agile
© 2009 IBM Corporation

12. Building a smarter planet
Tame the Beast - Excel
Great Business tool but
…….
• Can Get out of Hand
• Business Logic is lost
• Versioning Issues
• Reconciliation Issues
• Change management
• Multiple Source of Truth
© 2009 IBM Corporation

13. Building a smarter planet
Design Philosophy
Design for Functionality
Design for Maintainability
Design for Performance
© 2009 IBM Corporation

14. Building a smarter planet
7 Key Design Philosophy
2.Distributed Model (Modular Design)
3.Business logic be Exposed
4.Lock Down Aspects of Model
5.Reuse where Possible - Maximise ROI
6.Iterative Implementation
7.Agile With Controls
8.Users are core to Design (its not our model – its theirs)
© 2009 IBM Corporation

15. Building a smarter planet
Benefits Derived
 Budgets done in less than half the time
 Monthly Rolling Forecast - minimal effort
 Allocations/Recoveries – No longer a black box
 Less processing /More analysis
 Power to imagine next level
 Validated Time/Cost Savings
 TM1 is no longer a “Corner Shop”
© 2009 IBM Corporation

16. Building a smarter planet
Lesson Learnt - Partner With Business
 Business engagement
 Governance
 Partner from concept to delivery
© 2009 IBM Corporation

17. Building a smarter planet
Lesson Learnt - Project Management
 Agile with Controls get best results
 Avoid Quick Fixes
 High Standards apply to even small models
 Should never be too busy to overlook housekeeping
 Focus on Quality
 Metadata Management – Resilient Dimensions
© 2009 IBM Corporation

18. Building a smarter planet
Lessons Learnt - General
 Stop and ask why (many times a day)
 Think Big – Act Small
 Tactical initiatives need to align to strategic vision
 Do Not Automate Inefficient Business Process
 Models should be scalable
 Low maintenance models
 Say “yes” less often
© 2009 IBM Corporation

19. Building a smarter planet
What's Next
 TM1 as a Platform
 Global TM1 team
 Automate /Simplify
 Dashboards/Mobile apps
 More Visualisation
 More Governance
© 2009 IBM Corporation

20. Building a smarter planet
Questions
© 2009 IBM Corporation

21. Building a smarter planet
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© 2009 IBM Corporation