The document describes a risk management portal created for a large bank in Ukraine using Microsoft technologies including SharePoint and SQL Server. The portal started as a collaboration tool in 2008 and has expanded to include over 50 applications accessed by 1300 users. It provides a single point of access for risk managers to perform functions like monitoring KPIs, accessing documents and data from the warehouse, and ensuring regulatory requirements are met.
How Western Alliance Bank is Innovating with Oracle Analytics CloudPerficient, Inc.
Western Alliance Bank had good visibility into profitability but lacked a platform that could pull data from different sources, model it, and create visual stories that empowered users to spot opportunities, forecast efficiently, and reduce risk.
Andrew Boucher, former vice president of FP&A at Western Alliance Bank, led the bank’s effort to find a cloud analytics platform that would meet its needs without being overwhelming to deploy and manage. The company chose Oracle Analytics Cloud (OAC) and partnered with Perficient to help.
We joined Andrew to discuss Western Alliance Bank’s experience with OAC, lessons learned, and how OAC could benefit your organization.
Discussion included:
-Challenges with the legacy environment
-Benefits realized with consolidated analytics, ability to trend KPIs, and drill to detail
-Best practices and methodology
-Latest development on Oracle Analytics Cloud
The document summarizes a presentation about demystifying business intelligence (BI) tools for an organization. It includes an agenda for presentations on four different BI tools: BAASS BI, Sage BI, Info Explorer, and BI Metrix. Each presentation section provides 3-5 key points about the features and benefits of the tool, such as customizable reporting, accessing multiple data sources, intuitive dashboards, and quick implementation timelines.
How to Empower Your Business Users with Oracle Data VisualizationPerficient, Inc.
With Oracle Data Visualization Cloud Service, your business users can perform self-service analytics, spot patterns, trends, correlations, and construct visual data stories for greater insight into how your product, service, or organization is performing.
In this webinar, we demonstrated how easily users can explore their data in new and different ways through stunning visualizations automatically, promoting self-service discovery.
Discussion included:
-In-depth review of Oracle Data Visualization Cloud Service
-Connecting different data sets like HCM, ERP, Sales Cloud and more
-Mobile and security
-Demo taking a real-world business use case from end to end
Data Integration for Retailers and Manufacturers Facing System OverloadZach Gardner
This document discusses Liaison Technologies' data integration solutions for retailers and manufacturers. It provides an overview of common data integration challenges companies face with EDI, XML, and system upgrades. It then profiles Tastykake's implementation of Liaison's Delta and ECS software to automate their EDI processes, integrate scan-based trading and trade promotion management data, and support various business processes and partnerships. The implementation helped Tastykake process invoices faster, gain visibility into sales and inventory, and extend their existing software investment.
Is cloud and NDT a good mix? NDT has its own specificity. Clouds can truly simplify the file management, but is any cloud solution adapted for the NDT? For example, Dropbox may not work right out of the box for our market. This presentation highlights different avenues about clouds (IaaS, PaaS, and SaaS); and highlights NDT critical requirements (constraints and needs). A list of different levels of cloud services (component, option, security, ...) will be defined. It is important to remember that private and public servers are 2 possible avenues. NDT was an early user of private servers even before it was called a cloud. Overall the main idea is to optimize the operation process to reduce OPEX and to increase availability and accuracy of data.
See: www.amotus-solutions.com or www.nubitus.com
ACL Software is a powerful product yet many users are concerned it is difficult to start and therefore, may never effectively maximize the product. If you fall into this category or just want to learn from one of the top industry experts in ACL Software (over 20 years experience), this course will provide the key learning blocks to get started quickly auditing three top audit areas for data analytics.
Using a live/video training library approach, we help companies of all sizes use audit and assurance software to improve business intelligence, increase efficiencies, identify fraud, test controls, and bottom line savings.
AuditNet and Cash Recovery Partners Webinar recording available at auditsoftwarevideos.com and AuditNet.tv (registration required) Recording free to view.
Sample Data Files for All Courses are available for $49
To purchase access to all sample data files, Excel macros and ACL scripts associated with the free training visit AuditSoftwareVideos.
Hexa Corp Share Point Capabilities Presentationsrgk27
Microsoft Office SharePoint Server (MOSS) provides capabilities for document management, collaboration, and business intelligence. It offers document repositories, workflow automation, and reporting functionality. MOSS can integrate with Microsoft Office applications and other systems. It is a scalable platform for building business applications and sites to improve organizational efficiency.
ServiceNow + Precisely: Getting Business Value and Visibility from Mainframe ...Precisely
Your team has a huge responsibility to enable IT services without disruption for your organization. ServiceNow Service Mapping gives you a clear idea of how services are affected by infrastructure issues. However, you are missing one critical piece – visibility into the mainframe (IBM Z). To drive business value, you need visibility into service performance by automatically connecting mainframe CIs into your CMDB and ServiceNow Service Mapping.
In this webinar, Ian Hartley, Director of Product Management at Precisely, will discuss how Precisely Ironstream can help you with ITOM visibility by automatically linking your mainframe to ServiceNow Service Mapping in just a few clicks.
Watch this on-demand webcast to learn:
• The “must-dos” for a proactive approach to mainframe visibility in ServiceNow Service Mapping
• How to auto-populate the CMDB and ServiceNow with mainframe CIs
• The immediate value Ironstream can bring to your business by connecting the mainframe to ServiceNow
How Western Alliance Bank is Innovating with Oracle Analytics CloudPerficient, Inc.
Western Alliance Bank had good visibility into profitability but lacked a platform that could pull data from different sources, model it, and create visual stories that empowered users to spot opportunities, forecast efficiently, and reduce risk.
Andrew Boucher, former vice president of FP&A at Western Alliance Bank, led the bank’s effort to find a cloud analytics platform that would meet its needs without being overwhelming to deploy and manage. The company chose Oracle Analytics Cloud (OAC) and partnered with Perficient to help.
We joined Andrew to discuss Western Alliance Bank’s experience with OAC, lessons learned, and how OAC could benefit your organization.
Discussion included:
-Challenges with the legacy environment
-Benefits realized with consolidated analytics, ability to trend KPIs, and drill to detail
-Best practices and methodology
-Latest development on Oracle Analytics Cloud
The document summarizes a presentation about demystifying business intelligence (BI) tools for an organization. It includes an agenda for presentations on four different BI tools: BAASS BI, Sage BI, Info Explorer, and BI Metrix. Each presentation section provides 3-5 key points about the features and benefits of the tool, such as customizable reporting, accessing multiple data sources, intuitive dashboards, and quick implementation timelines.
How to Empower Your Business Users with Oracle Data VisualizationPerficient, Inc.
With Oracle Data Visualization Cloud Service, your business users can perform self-service analytics, spot patterns, trends, correlations, and construct visual data stories for greater insight into how your product, service, or organization is performing.
In this webinar, we demonstrated how easily users can explore their data in new and different ways through stunning visualizations automatically, promoting self-service discovery.
Discussion included:
-In-depth review of Oracle Data Visualization Cloud Service
-Connecting different data sets like HCM, ERP, Sales Cloud and more
-Mobile and security
-Demo taking a real-world business use case from end to end
Data Integration for Retailers and Manufacturers Facing System OverloadZach Gardner
This document discusses Liaison Technologies' data integration solutions for retailers and manufacturers. It provides an overview of common data integration challenges companies face with EDI, XML, and system upgrades. It then profiles Tastykake's implementation of Liaison's Delta and ECS software to automate their EDI processes, integrate scan-based trading and trade promotion management data, and support various business processes and partnerships. The implementation helped Tastykake process invoices faster, gain visibility into sales and inventory, and extend their existing software investment.
Is cloud and NDT a good mix? NDT has its own specificity. Clouds can truly simplify the file management, but is any cloud solution adapted for the NDT? For example, Dropbox may not work right out of the box for our market. This presentation highlights different avenues about clouds (IaaS, PaaS, and SaaS); and highlights NDT critical requirements (constraints and needs). A list of different levels of cloud services (component, option, security, ...) will be defined. It is important to remember that private and public servers are 2 possible avenues. NDT was an early user of private servers even before it was called a cloud. Overall the main idea is to optimize the operation process to reduce OPEX and to increase availability and accuracy of data.
See: www.amotus-solutions.com or www.nubitus.com
ACL Software is a powerful product yet many users are concerned it is difficult to start and therefore, may never effectively maximize the product. If you fall into this category or just want to learn from one of the top industry experts in ACL Software (over 20 years experience), this course will provide the key learning blocks to get started quickly auditing three top audit areas for data analytics.
Using a live/video training library approach, we help companies of all sizes use audit and assurance software to improve business intelligence, increase efficiencies, identify fraud, test controls, and bottom line savings.
AuditNet and Cash Recovery Partners Webinar recording available at auditsoftwarevideos.com and AuditNet.tv (registration required) Recording free to view.
Sample Data Files for All Courses are available for $49
To purchase access to all sample data files, Excel macros and ACL scripts associated with the free training visit AuditSoftwareVideos.
Hexa Corp Share Point Capabilities Presentationsrgk27
Microsoft Office SharePoint Server (MOSS) provides capabilities for document management, collaboration, and business intelligence. It offers document repositories, workflow automation, and reporting functionality. MOSS can integrate with Microsoft Office applications and other systems. It is a scalable platform for building business applications and sites to improve organizational efficiency.
ServiceNow + Precisely: Getting Business Value and Visibility from Mainframe ...Precisely
Your team has a huge responsibility to enable IT services without disruption for your organization. ServiceNow Service Mapping gives you a clear idea of how services are affected by infrastructure issues. However, you are missing one critical piece – visibility into the mainframe (IBM Z). To drive business value, you need visibility into service performance by automatically connecting mainframe CIs into your CMDB and ServiceNow Service Mapping.
In this webinar, Ian Hartley, Director of Product Management at Precisely, will discuss how Precisely Ironstream can help you with ITOM visibility by automatically linking your mainframe to ServiceNow Service Mapping in just a few clicks.
Watch this on-demand webcast to learn:
• The “must-dos” for a proactive approach to mainframe visibility in ServiceNow Service Mapping
• How to auto-populate the CMDB and ServiceNow with mainframe CIs
• The immediate value Ironstream can bring to your business by connecting the mainframe to ServiceNow
Agile BI: How to Deliver More Value in Less TimePerficient, Inc.
Learn how to:
Construct a BI and analytical environment that provides the critical functionality that enables your customers to provide timely answers, supporting modern agile business
Leverage agile delivery concepts to deliver value in days rather than in months
Build a support organization that enables your users to create increased value from your company’s information assets
New Innovations in Information Management for Big Data - Smarter Business 2013IBM Sverige
Big data has changed the IT landscape. Learn how
your existing IIG investment, combined with our
latest innovations in integration and governance, is a
springboard to success with big data use cases that
unlock valuable new insights. Presenter: David Corrigan, Big Data Specialist, IBM
WebCenter Imaging using KFI and OFR - INSYNC Conference Perth 2013LansenConsulting
Lansen Consulting promotes the adoption of WebCenter Content and WebCenter Imaging to automate invoice processing and accounts payable workflows. They demonstrate two methods for processing scanned invoices: Key From Image (KFI) allows operators to view invoices and enter data in ERP systems, while Oracle Forms Recognition (OFR) uses OCR to extract data and create invoices without human entry. The end-to-end process involves Oracle Document Capture, Forms Recognition, WebCenter Imaging, WebCenter Content, and SOA integration with ERP systems like Oracle E-Business Suite.
The document provides an overview of ACL software products and services offered by DataConsulting Ltd. It outlines their expertise in data analytics, continuous auditing and controls monitoring. The presentation agenda includes an overview of ACL desktop and AX core products, sample applications, direct links for SAP and other ERP systems, and the AX exception product for continuous monitoring. Use cases and benefits of each product are described. Contact details are provided at the end.
Maximizing Service Maps To Include The Critical CIs on The MainframePrecisely
ServiceNow offers IT operations management (ITOM) solutions that deliver enhanced visibility, automation, and operational intelligence to keep business services up and running. Customers using Service Mapping with Discovery are able to resolve service outages, optimize service architectures, and assess the service impact of infrastructure changes. However, the ServiceNow platform does not support your mainframe and IBM i environments by default – leaving a huge gap in your service maps and risking costly downtime when outages occur.
Learn how you can seamlessly integrate mainframe and IBM i systems into your ServiceNow IT Workflows so you can eliminate manual processes, increase productivity and respond faster to improve service availability across your business. By leveraging Ironstream for Service Mapping customers are able to drive self-aware operations, accelerate their hybrid-strategy, and get more out of their ServiceNow and legacy IBM investment.
Topics will include:
• How to get more out of ServiceNow Service Mapping by including your legacy IBM systems
• How to extend ServiceNow Discovery to auto-populate your CMDB
• Customer use cases and examples
How efficient is your business’ budgeting process? Indirect budgeting can be unclear, especially when it comes to understanding how to allocate costs to departments. Without an accurate budget that correctly predicts costs and profits, meeting fiscal obligations and keeping your business compliant becomes a challenge. In this Webinar, Saturn Infotech’s technical and functional experts demonstrate how to streamline your planning and budgeting process with Oracle PBCS. You will learn how PBCS provides more comprehensive reporting options and simplifies company-wide hiring and budgeting, making headcount management a breeze!
SaaS BI delivers business intelligence solutions as a cloud-based service rather than an on-premise installed software. It provides benefits like lower upfront costs, easy scaling, and mobile access. Key aspects of SaaS BI include subscription-based pricing, software hosted remotely and accessed via web browser. While it improves accessibility, SaaS BI tools may have fewer features than on-premise options and raise data security concerns. A case study found that a trade group was able to simplify report distribution and lower costs using SaaS BI compared to traditional on-premise software.
Implementing Digital Signatures in an FDA-Regulated EnvironmentPerficient, Inc.
Perficient’s life sciences practice once had a manual, time-consuming and expensive process for signing and collecting validation documents. From handwritten signatures to scanning and shipping documents all over the globe, it was only a matter of time before we made the move to 21 CFR Part 11-compliant digital signatures.
Michelle Engler, an expert in the development of clinical applications, discussed our experience implementing a digital signature solution and how your organization can benefit from one too.
During the presentation, we will covered:
-Cost-benefit analysis
-Solution selection and implementation
-21 CFR Part 11 system validation
-Lessons learned
Baha Mar's All in Bet on Red: The Story of Integrating Data and Master Data w...Joseph Alaimo Jr
Baha Mar is the Bahamas' newest luxury resort, featuring world class hotels, restaurants, shopping, spas, a golf course, and a casino. Baha Mar has gone all in, betting big on red by adopting a Planning and Budget Cloud Service (PBCS), a Financial Close and Consolidation Cloud Service (FCCS), and an Account Reconciliation Cloud Service (ARCS). Within PBCS, Baha Mar has implemented daily operational reporting (DOR), which captures daily activity across the entire property.
This presentation explores how, and more importantly, why FDMEE (on-premises) was used in favor of cloud data management. It covers the myriad of disparate and highly specialized data sources needed to support loading detailed operational data on a daily basis. It studies the various methodologies used to streamline data integration and enrich the data load cycle.
Additionally, EDMCS and cloud data management were leveraged to reduce duplicate master data maintenance while sharing key findings about this exciting new cloud service.
The Pivotal Business Data Lake provides a flexible blueprint to meet your business's future information and analytics needs while avoiding the pitfalls of typical EDW implementations. Pivotal’s products will help you overcome challenges like reconciling corporate and local needs, providing real-time access to all types of data, integrating data from multiple sources and in multiple formats, and supporting ad hoc analysis.
Improve ROI and Productivity with Content Cleansing and Enterprise SearchPerficient, Inc.
80% of information growth today is in unstructured content and many companies are looking for ways to help identify and manage strategic records, satisfy stringent regulations, reduce the amount of content stored and increase employee productivity.
Scoro is a KPI dashboard software that allows users to track project, work, and financial KPIs across integrated software systems in real-time from a single or multiple dashboards. It aims to provide a single solution to manage different business functions like work, finances, projects, and reports. Pricing starts at $26 per user per month.
Lower Cost and Complexity with Azure and StorSimple Hybrid Cloud SolutionsPerficient, Inc.
Organizations today are being forced to do more with less, and the demand for scalable, reliable and secure cloud-based infrastructure and platform services is on the rise. The cloud is here to stay, and for good reason.
StorSimple is a cloud-integrated storage (CiS) product that allows you to store commonly used data on premises and put more infrequently accessed data in Azure. With a hybrid storage appliance, you can seamlessly use Azure storage without worrying about what's on premises and what's in the cloud.
In this webinar, we provided an overview of Azure's technical storage capabilities, and showed how a hybrid storage appliance like StorSimple can supply your organization with massive amounts of capacity and added functionality, all while providing disaster recovery and reducing costs by up to 50%.
Oracle EPM Day Philadelphia - What is your Cloud Strategy?Alithya
Edgewater Ranzal is an Oracle Platinum Partner that provides business analytics solutions using Oracle technologies like Hyperion EPM, BI, and big data. They have expertise in financial close and consolidation, business intelligence, enterprise planning and analytics, and other areas. They have offices in North America and Europe and help clients across industries with their business needs.
[AIIM16] Content Whack-A-Mole: Keeping up Compliance across Multiple Reposito...AIIM International
AIIM16 presentation by: Michyle LaPedis, Program Manager, Enterprise Records & Information Management and Jordan Jones, Senior Manager Cisco Content Services, Cisco Systems, Inc.
Financial Close Manager is one of two modules that make up the Oracle/Hyperion Financial Close Management Suit
1. Financial Close Manager (FCM) is a web-based tool that centralizes activities that make up an organization's financial close cycle
2. FCM streamlines the process of managing all of these close tasks.........
As we all know, more and more organizations are starting to question “Do we or do we not implement Office 365?”. However, as these discussions are taking place; governance is rarely addressed or considered. The main reason is that the majority believe that once they have implemented governance that they are done; unless there is an update such as a server name change or an employee change (such as a departure or addition). During the initial planning around governance it is likely that there were discussions around auditing of the governance document and potential quarterly reviews to ensure that the document is up to date and still fits the business. However, it is common to forget that after that fact; even though it is documented “within the governance document”.
Governance becomes even more important with Office 365 just because its cloud based and ever changing with new and deprecated features on a pretty regular basis. This means all of the content, backup, recovery, etc. are all handled by Microsoft and you have virtually no control over it (Can you say MAJOR SLA impact?). In this session we will review the areas of concern and how they can be addressed within the governance document, the importance of reviewing the document frequently; and ways to make the information available to your internal SharePoint Community. In addition, we will review the features of Office 365 that will have a major impact on SharePoint and Office Apps. We will review each of these applications and the areas of importance that should be addressed in the governance document, as well as why each of them are important.
Modern Integrated Data Environment - Whitepaper | QuboleVasu S
A whit-paper is about building a modern data platform for data driven organisations with using cloud data warehouse with modern data platform architecture
https://www.qubole.com/resources/white-papers/modern-integrated-data-environment
Pr dc 2015 sql server is cheaper than open sourceTerry Bunio
SQL Server was found to be cheaper than open source options for a data warehouse project with the following requirements:
- Serve 100% operational reports from 1TB of data
- No need for advanced features like big data support
- Requirement was for basic textual reporting
An investigation was conducted of SQL Server, Oracle, Sybase, MySQL, and PostgreSQL. SQL Server and PostgreSQL were evaluated further based on costs and functionality. After a 10 year total cost of ownership analysis, SQL Server was found to be cheaper despite having a higher initial license cost. The lessons learned were that open source options are not always cheaper, to test options yourself rather than rely on biased reports, and that Oracle is very expensive.
Este relato presenta dos personajes antitéticos, Kassim y María, cuyas diferencias revelan una relación de poder y dominio. Kassim es un joyero musulmán trabajador pero sin ambición que se casa con María, una mujer cristiana bella pero frustrada. Aunque Kassim se esfuerza por complacer los lujosos deseos de María, ella se muestra insatisfecha con su vida, llevando su relación al amor, la locura y finalmente a la muerte.
La energía eólica se obtiene de la energía cinética del viento y se transforma en energía mecánica o eléctrica mediante el uso de aerogeneradores. Tiene varias ventajas como ser renovable, limpia y abundante. Actualmente su principal uso es la generación de electricidad a gran escala en parques eólicos o a pequeña escala de forma autónoma para el abastecimiento de viviendas individuales.
Agile BI: How to Deliver More Value in Less TimePerficient, Inc.
Learn how to:
Construct a BI and analytical environment that provides the critical functionality that enables your customers to provide timely answers, supporting modern agile business
Leverage agile delivery concepts to deliver value in days rather than in months
Build a support organization that enables your users to create increased value from your company’s information assets
New Innovations in Information Management for Big Data - Smarter Business 2013IBM Sverige
Big data has changed the IT landscape. Learn how
your existing IIG investment, combined with our
latest innovations in integration and governance, is a
springboard to success with big data use cases that
unlock valuable new insights. Presenter: David Corrigan, Big Data Specialist, IBM
WebCenter Imaging using KFI and OFR - INSYNC Conference Perth 2013LansenConsulting
Lansen Consulting promotes the adoption of WebCenter Content and WebCenter Imaging to automate invoice processing and accounts payable workflows. They demonstrate two methods for processing scanned invoices: Key From Image (KFI) allows operators to view invoices and enter data in ERP systems, while Oracle Forms Recognition (OFR) uses OCR to extract data and create invoices without human entry. The end-to-end process involves Oracle Document Capture, Forms Recognition, WebCenter Imaging, WebCenter Content, and SOA integration with ERP systems like Oracle E-Business Suite.
The document provides an overview of ACL software products and services offered by DataConsulting Ltd. It outlines their expertise in data analytics, continuous auditing and controls monitoring. The presentation agenda includes an overview of ACL desktop and AX core products, sample applications, direct links for SAP and other ERP systems, and the AX exception product for continuous monitoring. Use cases and benefits of each product are described. Contact details are provided at the end.
Maximizing Service Maps To Include The Critical CIs on The MainframePrecisely
ServiceNow offers IT operations management (ITOM) solutions that deliver enhanced visibility, automation, and operational intelligence to keep business services up and running. Customers using Service Mapping with Discovery are able to resolve service outages, optimize service architectures, and assess the service impact of infrastructure changes. However, the ServiceNow platform does not support your mainframe and IBM i environments by default – leaving a huge gap in your service maps and risking costly downtime when outages occur.
Learn how you can seamlessly integrate mainframe and IBM i systems into your ServiceNow IT Workflows so you can eliminate manual processes, increase productivity and respond faster to improve service availability across your business. By leveraging Ironstream for Service Mapping customers are able to drive self-aware operations, accelerate their hybrid-strategy, and get more out of their ServiceNow and legacy IBM investment.
Topics will include:
• How to get more out of ServiceNow Service Mapping by including your legacy IBM systems
• How to extend ServiceNow Discovery to auto-populate your CMDB
• Customer use cases and examples
How efficient is your business’ budgeting process? Indirect budgeting can be unclear, especially when it comes to understanding how to allocate costs to departments. Without an accurate budget that correctly predicts costs and profits, meeting fiscal obligations and keeping your business compliant becomes a challenge. In this Webinar, Saturn Infotech’s technical and functional experts demonstrate how to streamline your planning and budgeting process with Oracle PBCS. You will learn how PBCS provides more comprehensive reporting options and simplifies company-wide hiring and budgeting, making headcount management a breeze!
SaaS BI delivers business intelligence solutions as a cloud-based service rather than an on-premise installed software. It provides benefits like lower upfront costs, easy scaling, and mobile access. Key aspects of SaaS BI include subscription-based pricing, software hosted remotely and accessed via web browser. While it improves accessibility, SaaS BI tools may have fewer features than on-premise options and raise data security concerns. A case study found that a trade group was able to simplify report distribution and lower costs using SaaS BI compared to traditional on-premise software.
Implementing Digital Signatures in an FDA-Regulated EnvironmentPerficient, Inc.
Perficient’s life sciences practice once had a manual, time-consuming and expensive process for signing and collecting validation documents. From handwritten signatures to scanning and shipping documents all over the globe, it was only a matter of time before we made the move to 21 CFR Part 11-compliant digital signatures.
Michelle Engler, an expert in the development of clinical applications, discussed our experience implementing a digital signature solution and how your organization can benefit from one too.
During the presentation, we will covered:
-Cost-benefit analysis
-Solution selection and implementation
-21 CFR Part 11 system validation
-Lessons learned
Baha Mar's All in Bet on Red: The Story of Integrating Data and Master Data w...Joseph Alaimo Jr
Baha Mar is the Bahamas' newest luxury resort, featuring world class hotels, restaurants, shopping, spas, a golf course, and a casino. Baha Mar has gone all in, betting big on red by adopting a Planning and Budget Cloud Service (PBCS), a Financial Close and Consolidation Cloud Service (FCCS), and an Account Reconciliation Cloud Service (ARCS). Within PBCS, Baha Mar has implemented daily operational reporting (DOR), which captures daily activity across the entire property.
This presentation explores how, and more importantly, why FDMEE (on-premises) was used in favor of cloud data management. It covers the myriad of disparate and highly specialized data sources needed to support loading detailed operational data on a daily basis. It studies the various methodologies used to streamline data integration and enrich the data load cycle.
Additionally, EDMCS and cloud data management were leveraged to reduce duplicate master data maintenance while sharing key findings about this exciting new cloud service.
The Pivotal Business Data Lake provides a flexible blueprint to meet your business's future information and analytics needs while avoiding the pitfalls of typical EDW implementations. Pivotal’s products will help you overcome challenges like reconciling corporate and local needs, providing real-time access to all types of data, integrating data from multiple sources and in multiple formats, and supporting ad hoc analysis.
Improve ROI and Productivity with Content Cleansing and Enterprise SearchPerficient, Inc.
80% of information growth today is in unstructured content and many companies are looking for ways to help identify and manage strategic records, satisfy stringent regulations, reduce the amount of content stored and increase employee productivity.
Scoro is a KPI dashboard software that allows users to track project, work, and financial KPIs across integrated software systems in real-time from a single or multiple dashboards. It aims to provide a single solution to manage different business functions like work, finances, projects, and reports. Pricing starts at $26 per user per month.
Lower Cost and Complexity with Azure and StorSimple Hybrid Cloud SolutionsPerficient, Inc.
Organizations today are being forced to do more with less, and the demand for scalable, reliable and secure cloud-based infrastructure and platform services is on the rise. The cloud is here to stay, and for good reason.
StorSimple is a cloud-integrated storage (CiS) product that allows you to store commonly used data on premises and put more infrequently accessed data in Azure. With a hybrid storage appliance, you can seamlessly use Azure storage without worrying about what's on premises and what's in the cloud.
In this webinar, we provided an overview of Azure's technical storage capabilities, and showed how a hybrid storage appliance like StorSimple can supply your organization with massive amounts of capacity and added functionality, all while providing disaster recovery and reducing costs by up to 50%.
Oracle EPM Day Philadelphia - What is your Cloud Strategy?Alithya
Edgewater Ranzal is an Oracle Platinum Partner that provides business analytics solutions using Oracle technologies like Hyperion EPM, BI, and big data. They have expertise in financial close and consolidation, business intelligence, enterprise planning and analytics, and other areas. They have offices in North America and Europe and help clients across industries with their business needs.
[AIIM16] Content Whack-A-Mole: Keeping up Compliance across Multiple Reposito...AIIM International
AIIM16 presentation by: Michyle LaPedis, Program Manager, Enterprise Records & Information Management and Jordan Jones, Senior Manager Cisco Content Services, Cisco Systems, Inc.
Financial Close Manager is one of two modules that make up the Oracle/Hyperion Financial Close Management Suit
1. Financial Close Manager (FCM) is a web-based tool that centralizes activities that make up an organization's financial close cycle
2. FCM streamlines the process of managing all of these close tasks.........
As we all know, more and more organizations are starting to question “Do we or do we not implement Office 365?”. However, as these discussions are taking place; governance is rarely addressed or considered. The main reason is that the majority believe that once they have implemented governance that they are done; unless there is an update such as a server name change or an employee change (such as a departure or addition). During the initial planning around governance it is likely that there were discussions around auditing of the governance document and potential quarterly reviews to ensure that the document is up to date and still fits the business. However, it is common to forget that after that fact; even though it is documented “within the governance document”.
Governance becomes even more important with Office 365 just because its cloud based and ever changing with new and deprecated features on a pretty regular basis. This means all of the content, backup, recovery, etc. are all handled by Microsoft and you have virtually no control over it (Can you say MAJOR SLA impact?). In this session we will review the areas of concern and how they can be addressed within the governance document, the importance of reviewing the document frequently; and ways to make the information available to your internal SharePoint Community. In addition, we will review the features of Office 365 that will have a major impact on SharePoint and Office Apps. We will review each of these applications and the areas of importance that should be addressed in the governance document, as well as why each of them are important.
Modern Integrated Data Environment - Whitepaper | QuboleVasu S
A whit-paper is about building a modern data platform for data driven organisations with using cloud data warehouse with modern data platform architecture
https://www.qubole.com/resources/white-papers/modern-integrated-data-environment
Pr dc 2015 sql server is cheaper than open sourceTerry Bunio
SQL Server was found to be cheaper than open source options for a data warehouse project with the following requirements:
- Serve 100% operational reports from 1TB of data
- No need for advanced features like big data support
- Requirement was for basic textual reporting
An investigation was conducted of SQL Server, Oracle, Sybase, MySQL, and PostgreSQL. SQL Server and PostgreSQL were evaluated further based on costs and functionality. After a 10 year total cost of ownership analysis, SQL Server was found to be cheaper despite having a higher initial license cost. The lessons learned were that open source options are not always cheaper, to test options yourself rather than rely on biased reports, and that Oracle is very expensive.
Este relato presenta dos personajes antitéticos, Kassim y María, cuyas diferencias revelan una relación de poder y dominio. Kassim es un joyero musulmán trabajador pero sin ambición que se casa con María, una mujer cristiana bella pero frustrada. Aunque Kassim se esfuerza por complacer los lujosos deseos de María, ella se muestra insatisfecha con su vida, llevando su relación al amor, la locura y finalmente a la muerte.
La energía eólica se obtiene de la energía cinética del viento y se transforma en energía mecánica o eléctrica mediante el uso de aerogeneradores. Tiene varias ventajas como ser renovable, limpia y abundante. Actualmente su principal uso es la generación de electricidad a gran escala en parques eólicos o a pequeña escala de forma autónoma para el abastecimiento de viviendas individuales.
Practica calificada de articulo de opinionCesar002
Este documento presenta un resumen de un artículo de opinión sobre la obra del escritor uruguayo Horacio Quiroga. En primer lugar, se subrayan los elementos clave del artículo como el título, la tesis y los argumentos. Luego, el autor analiza algunos cuentos notables de Quiroga como "Los mensú" y "La meningitis y su sombra", elogiando su calidad literaria. Finalmente, argumenta que a pesar de ambientar algunos cuentos en la selva, los más logrados tratan sobre el amor y se des
Los mitos son relatos breves que explican el origen de algo y pueden interpretarse psicológicamente. El documento discute la definición, importancia y trascendencia de los mitos, así como su clasificación y explicación psicológica. En conclusión, los mitos desarrollan diversos temas y son importantes para comprender el origen de las cosas.
Este documento presenta una ficha de trabajo práctico sobre José María Arguedas y el arte popular peruano. Contiene preguntas sobre la vida de Arguedas, incluyendo sus momentos más importantes, el hecho más impactante de su vida, y sobre la Peña Pancho Fierro. También incluye preguntas sobre diferentes exhibiciones de arte popular peruano, incluyendo máscaras, retablos, mates, quinua, y el arte de Mendivil.
Este documento describe cinco energías del futuro que podrían revolucionar el mundo: el hidrógeno, los biocombustibles, la energía solar, la energía nuclear de torio y la fusión nuclear. Cada una ofrece ventajas como fuentes renovables, ilimitadas y menos contaminantes de energía, pero también presentan desafíos técnicos y económicos actuales que deben superarse.
Este documento describe las costumbres y festividades del pueblo Puquio en Perú. Habla sobre la fiesta de Yawar y la lucha de los pueblos indígenas para defender su cultura a pesar de la opresión. También menciona el intento de imponer costumbres a los pueblos indígenas y la injusticia que sufrieron.
Tecnologías que podrían revolucionar la medicina del futuroJose Andres Muenala
Este documento describe 7 tecnologías emergentes que podrían revolucionar la medicina del futuro: 1) la medicina predictiva P4 que previene enfermedades antes de que aparezcan, 2) el programa 'Patient Keeper' que da a los médicos acceso remoto a la información de pacientes, 3) la tecnología que acelera el intercambio de imágenes médicas entre hospitales, 4) el uso de plataformas tecnológicas desechables para acelerar la investigación de vacunas, 5) un concurso de investigación mé
El documento describe las propiedades y aplicaciones potenciales del grafeno. El grafeno es un material bidimensional compuesto de átomos de carbono organizados en una estructura hexagonal. Fue aislado por primera vez en 2004 por Geim y Novoselov. El grafeno tiene propiedades excepcionales como alta resistencia, flexibilidad y capacidad para conducir calor y electricidad. Esto lo hace potencialmente útil en una variedad de aplicaciones como baterías, placas solares, electrónica, transporte, construcción y medicina. Sin embargo,
El documento proporciona una introducción al correo electrónico, resumiendo su definición, historia, estructura básica y cómo funciona, incluyendo la dirección de correo, cliente de correo electrónico y recepción de mensajes. También resume las ventajas y desventajas del correo electrónico, y proporciona reglas para su uso correcto como indicar el asunto claramente y ser breve.
La energía eólica se obtiene de la energía cinética del viento y se transforma en energía mecánica o eléctrica mediante el uso de aerogeneradores. Tiene muchas ventajas como ser renovable, limpia y abundante. Entre sus beneficios están ayudar a reducir las emisiones de gases de efecto invernadero y no genera residuos. Actualmente su principal uso es la generación de electricidad a gran escala en parques eólicos o a pequeña escala para el abastecimiento individual.
Microsoft SharePoint Presentation from All CoveredAll Covered
This document provides an overview of Microsoft SharePoint presented by Travis Krampy of All Covered. It discusses All Covered's services and mission to help companies manage information and collaborate more effectively. It then highlights common business challenges such as document management, collaboration, decision making, and complex processes that SharePoint can address. Examples are given of how SharePoint has helped customers through solutions involving document management, collaboration, form development, project management, and migration. The presentation concludes by demonstrating SharePoint's capabilities.
Subrat Kumar Panigrahi has over 6 years of experience as a Microsoft Business Intelligence developer. He has expertise in SQL Server 2005/2008, SSIS, SSRS, SSAS, and Microstrategy. Some of his responsibilities include designing ETL solutions, developing reports and dashboards, and query optimization. He has worked on projects for companies like Tesco and Wells Fargo.
- Credit Suisse is a global financial services company providing banking services to companies, institutional clients, high-net-worth individuals, and retail clients in Switzerland. It has over 48,000 employees across over 50 countries.
- Reference data is foundational data used across business transactions, such as client, product, and legal entity data. Consistent reference data is important for accurate reporting and analysis. However, Credit Suisse currently faces challenges of inconsistent views of reference data across applications.
- Credit Suisse's vision is to implement a multi-domain reference data management strategy using a central platform to provide consistent, validated reference data across the organization and reduce complexity.
The Rise of Self -service Business Intelligenceskewdlogix
It is not easy to succeed with self-service analytics. Besides a governed self-service architecture, it requires well-designed governance processes, a standard analytics and data platform, a federated organizational structure with co-located Bl developers, and continuous training and support. This report examines the evolution of self-service BI and the necessary foundation for its success and then presents a reference architecture to support self-service analytics.
Husco International implemented a business intelligence (BI) solution to provide a single version of the truth across their global operations and drive better decisions. They evaluated Actuate and Oracle BI and selected Actuate for its user self-service capabilities. Early benefits included reduced inventory levels and costs as users trusted the consolidated data. While culture change took time, users eventually relied on the consistent BI data over assembling information in spreadsheets. Lessons learned included starting small, leveraging professional services, and taking a phased approach to the implementation.
Bank of America Merrill Lynch is taking its front office business intelligence capabilities beyond traditional reporting by leveraging advanced analytics. This allows the company to gain more insights from large and complex datasets, automate manual processes, and deliver analytics solutions more quickly. Examples highlighted include profitability reporting, Volcker Rule compliance, resource utilization optimization, and competitive benchmarking. The advanced analytics approach has led to improvements such as faster data investigations, reduced reliance on technical resources, and more robust release management.
This document provides an overview of ADI Strategies, an Oracle partner focused on EPM, OFSAA, and BI solutions. It then discusses the extended financial close process and Account Reconciliation Manager tool. Two case studies are presented: one on using ARM for financial close management at a global manufacturing company, and another on implementing a holistic reconcilation process across multiple ERP systems at another manufacturer. Key considerations for financial close projects include planning infrastructure needs, ensuring collaboration across stakeholders, and maintaining involvement of internal teams.
Government Contractos are under pressure to allocate resources more effectively, increase client billing rates, and differentiate themselves through innovative service delivery in order to generate greater profit margins in the face of ever-increasing competition and regulatory DCAA compliance. Accounting for every detail of a project or contract, including measuring the degree of project completion, remains a huge challenge for Government Contractors. Join Raffa & BDO to learn how you can solve your accounting, project management, and compliance issues with an effective Microsoft Dynamics solution.
Emtec implemented an Oracle BI solution for a large healthcare company to address several business intelligence challenges. The solution included four BI modules for financials, procurement, HR and projects with single sign-on to the ERP system. It provided self-service analytics and reporting, integrated data from multiple sources, and enabled mobile BI. This provided a single version of truth, timely data access, and self-service BI for both business users and executives.
Humana Case Study: Paradigm Shift in Reporting by Deploying Four OBIA Module...Emtec Inc.
The case study follows the approach and BI objectives of a Fortune 100 company implementing OBIA. Discover lessons learned, challenges, and managing users adaptability and expectations of the pre-built analytics modules of Human Resources, Financials, Procurement & Spend, Projects and eMoible. This will provide insight into deploying a cross functional project team for successful deployment across multiple organizational units and utilizing eMoible to support strategic decision making for leadership.
Rajasekhar Yadav Ponnaganti is seeking a career that allows him to develop and implement strategies in a diverse environment. He has over 7 years of experience with MSBI technologies including SQL Server, SSIS, SSRS and Power BI. His skills also include C#, SharePoint 2013 and basic knowledge of Microsoft Dynamics CRM. He has worked on several projects involving data migration, reporting and dashboard development for clients such as WIC and Wartsila Corporation.
The client needed a business intelligence solution to address issues like performance monitoring, revenue leakage identification, and manual report generation. The implemented solution centralized data from multiple sources into a single database, developed an ETL process, and provided online reporting and pre-generated reports. This automated reporting and improved data quality, reducing manual work by 50% and saving 25% on resources. The solution provided consistent, reliable data for improved decision making, cost visibility, and performance management.
The client needed a business intelligence solution to address issues like performance monitoring, revenue leakage identification, and manual report generation. The implemented solution centralized data from multiple sources into a single database, developed an ETL process, and provided online reporting and pre-generated reports. This automated reporting and improved data quality, reducing manual work by 50% and saving 25% on resources. The solution provided consistent, reliable data for improved decision making, cost visibility, and performance management across the client's operations.
SharePoint Saturday - Hybrid O365 BI SolutionVinay Gandhi
- Mitchells & Butlers owns over 1,600 pubs, bars and restaurants in the UK across 17 brands, each with separate marketing and operations. Outlets are managed by General Managers and overseen by Regional Business Managers.
- The company faced challenges from economic pressures, regulations, and competition that impacted profitability and efficiency. Operational challenges included paper-based compliance checks and lack of centralized task and performance tracking.
- The solution implemented mobile forms for compliance checks, a task management system in SharePoint, and KPI reporting across systems to improve operations, compliance, and guest satisfaction through increased efficiency and data-driven insights.
This document provides an agenda and overview for a training on Microstrategy, a business intelligence tool. The agenda includes sessions on Microstrategy's organic architecture, metadata unified model, and hands-on experience with Microstrategy projects, OLAP, and visual insight. The document also discusses Microstrategy's architecture, modules, and development tools. It explains how Microstrategy provides interactive reporting, analysis, dashboards, alerting and other functions through a unified platform that accesses various data sources.
Self Service BI for Enterprise and SMB ApplicationsJReport
This document discusses self-service business intelligence (BI) tools and JReport, a BI platform. It summarizes that self-service BI has become more important for less sophisticated users to prepare data for analysis. JReport allows various user roles like business users and analysts to perform ad hoc reporting, analysis, and visualization. It can be embedded into applications or used standalone. JReport connects to various data sources, provides visualization and dashboard capabilities, and has over 1,000 customers with high retention rates.
Ramesh has over 4 years of experience in information technology with expertise in Oracle databases. He has experience across all stages of the software development life cycle and has worked on projects in investment banking and other domains. He is proficient with Oracle databases, SQL, PL/SQL, and shell scripting. He has experience with jobs scheduling, file transfers, and database administration tasks like performance tuning and query optimization.
Interactive dashboards allow for more user interaction than simple dashboards through features like navigation, drill-down capabilities, filtering, and different display formats. They are useful for handling large volumes of data and providing insights not obvious before. Effective dashboards are designed based on use cases, group data logically, avoid overload, and consider reporting and decision-making cycles. A case study demonstrated a national project monitoring dashboard that standardized data feeds and had an intuitive interface for different user groups. Choosing the right platform depends on desired features like mobile access, social integration, and traditional or free-form analysis. Dashboards have applications in real estate, transportation, facilities management, and smart cities.
1. CONTACTS
LinkedIn: Valeriy Dolgolenko
Email: Valeriy.dolgolenko@gmail.com
Skype: Valeriy-dolgolenko1
Cell phone: +38 (050) 653 0473
A COMPLEX SOLUTION
FOR RISK MANAGEMENT
IN WHOLESALE BANKING
THE RISK PORTAL
2. Hardly any vendor can suggest a full-scale solution
for a daily collaboration, sophisticated calculations,
access to data warehouse, document management, etc.
Our advantages are USABILITY, FLEXIBILITY, SMALL
BUDGET and BIG BENEFITS: meeting regulatory require-
ments, saving of personnel expenses and providing tools
for boosting data quality.
A COMPLEX SOLUTION FOR RISK
MANAGEMENT IN WHOLESALE
BANKING
USER
SHARE
POINT
SQL
SERVER
DATA
WARE-
HOUSE
LOAN
AGREE-
MENT
COLLATERAL
AGREE-
MENT
COVENANT RATING
THE RISK PORTAL
3. Hardly any vendor can suggest a full-scale solution
for a daily collaboration, sophisticated calculations,
access to data warehouse, document management, etc.
Our advantages are USABILITY, FLEXIBILITY, SMALL
BUDGET and BIG BENEFITS: meeting regulatory require-
ments, saving of personnel expenses and providing tools
for boosting data quality.
A COMPLEX SOLUTION FOR RISK
MANAGEMENT IN WHOLESALE
BANKING
USER
SHARE
POINT
SQL
SERVER
DATA
WARE-
HOUSE
LOAN
AGREE-
MENT
COLLATERAL
AGREE-
MENT
COVENANT RATING
THE RISK PORTAL
4. 1 SUCCESS STORY
• Started in 2008 as a collaboration room
for market research.
• 2013: SharePoint Farm with BI services.
• Integrated with the data warehouse.
• A single point for the managers involved
in Credit risk management and Credit Control.
• 2014: Full-fledged portal in the top European bank
in Ukraine.
• 1300+ users in 25 regional branches all over Ukraine.
• 50+ applications with GUI in SharePoint.
2 TIME FOR THE COMPLEX SOLUTION
• Each risk manager has to work with up to 20 different
non-Microsoft applications.
• Each regulator/auditor/supervisor requires analysis
of data from all available applications.
• Data warehouse does not allow additional input and
cannot visualize its content in a user-friendly manner.
• A solution uniting all sources of information in one single
point is desperately needed.
3 TECHNOLOGY
• SQL Server 2012 R2
• SharePoint 2013 Enterprise
• Business Connectivity Services
• Performance Point
• Power Pivot, Power View
• SSIS, SSRS, SSAS
4 BUDGET
• SQL Server and SharePoint licenses
• SharePoint Farm
• 1 year of development
• 4 staff employees
• 1 IT administrator
• 1 database administrator
5 USABILITY
• SharePoint lists filtered by office location indicated
in the users’ AD profiles.
• Extensive global navigation, quick launch and tile links.
• The ‘Start your day’ tile provides links to all external
applications, also in IBM Lotus Notes.
6 FLEXIBILITY
• Only out-of-the box tools are used.
• Well-trained business employees can make
most of enhancements.
• Users apply for new amendments almost every day.
All wishes are met immediately.
7 SINGLE POINT
• SharePoint lists connected to data warehouse
for ad-hoc surveys.
• Document libraries with scanned copies of credit files.
• Document libraries with regulations and directives.
• Market research papers.
• Weekly customers’ and market news.
• Regulatory calculations on a portfolio level.
• Forms for manual input.
• Workflows for approval of requests from other regions.
• Reporting on credit portfolio.
• Data quality indicators.
• Automatic email notifications.
• Calculators for loan loss provisions.
• Report designers in Excel pivot tables
and Performance point reports.
8 THE DEVELOPMENT TEAM
• A team lead, also responsible for Basel III.
• A manager responsible for regulatory requirements.
• A manager responsible for management reporting.
• A manager responsible for market research
and data quality management.
CHARACTERISTICS OF THE PROJECT
5. 1 SUCCESS STORY
• Started in 2008 as a collaboration room
for market research.
• 2013: SharePoint Farm with BI services.
• Integrated with the data warehouse.
• A single point for the managers involved
in Credit risk management and Credit Control.
• 2014: Full-fledged portal in the top European bank
in Ukraine.
• 1300+ users in 25 regional branches all over Ukraine.
• 50+ applications with GUI in SharePoint.
2 TIME FOR THE COMPLEX SOLUTION
• Each risk manager has to work with up to 20 different
non-Microsoft applications.
• Each regulator/auditor/supervisor requires analysis
of data from all available applications.
• Data warehouse does not allow additional input and
cannot visualize its content in a user-friendly manner.
• A solution uniting all sources of information in one single
point is desperately needed.
3 TECHNOLOGY
• SQL Server 2012 R2
• SharePoint 2013 Enterprise
• Business Connectivity Services
• Performance Point
• Power Pivot, Power View
• SSIS, SSRS, SSAS
4 BUDGET
• SQL Server and SharePoint licenses
• SharePoint Farm
• 1 year of development
• 4 staff employees
• 1 IT administrator
• 1 database administrator
5 USABILITY
• SharePoint lists filtered by office location indicated
in the users’ AD profiles.
• Extensive global navigation, quick launch and tile links.
• The ‘Start your day’ tile provides links to all external
applications, also in IBM Lotus Notes.
6 FLEXIBILITY
• Only out-of-the box tools are used.
• Well-trained business employees can make
most of enhancements.
• Users apply for new amendments almost every day.
All wishes are met immediately.
7 SINGLE POINT
• SharePoint lists connected to data warehouse
for ad-hoc surveys.
• Document libraries with scanned copies of credit files.
• Document libraries with regulations and directives.
• Market research papers.
• Weekly customers’ and market news.
• Regulatory calculations on a portfolio level.
• Forms for manual input.
• Workflows for approval of requests from other regions.
• Reporting on credit portfolio.
• Data quality indicators.
• Automatic email notifications.
• Calculators for loan loss provisions.
• Report designers in Excel pivot tables
and Performance point reports.
8 THE DEVELOPMENT TEAM
• A team lead, also responsible for Basel III.
• A manager responsible for regulatory requirements.
• A manager responsible for management reporting.
• A manager responsible for market research
and data quality management.
CHARACTERISTICS OF THE PROJECT
6. 1 COLLABORATION
• Budgeting, stress testing, preparation of the Credit policy
requires ad-hoc quick surveys from about 100 employ-
ees all over the country. SharePoint lists with pre-filled
data from the data warehouse are a perfect solution.
• Data gathered from the users is immediately visualized
in the SSRS and Excel Services reports.
2 BUSINESS INTELLIGENCE
• Data from the database is turned into OLAP cubes.
• Reports based on the OLAP cubes.
• Drill down and drill through make reporting powerful
and useful.
3 KPIs
• For each Non-retail customer a range of financial ratios
are calculated and visualized as SharePoint KPIs.
• The data warehouse contains enough information in
order to set control over individual KPIs of the managers.
4 DOCUMENT MANAGEMENT
• Document libraries with document sets enable to store
scanned documents of the customers’ credit files.
• All regulations used in the risk management daily work
are accessible in one place.
• Creating and approval of new regulations in shared
Word files.
• OneDrive is a means for sharing documents with the
colleagues.
5 NETWORKING
• Users can see the organizational structure and easily
find their colleagues.
• When ‘liked’ the links are available on My site.
• OneDrive is a means for sharing documents
with the colleagues.
6 BASSEL |||
• Credit risk control function.
• Rating model validation.
• Stress testing.
7 MARKET INFORMATION
• Responsible employees publish their market research.
• Each risk manager publishes a piece of news on the
customers and markets that he or she finds important
for the bank.
8 DATA QUALITY MANAGEMENT
• Data in the source systems require exceptional
accuracy and quality.
• Special reports called Data quality indicators
are automated.
• Each bug or error in the source systems is sent
to the responsible employee to his or her email.
9 MEETING REGULATORY REQUIREMENTS
• Loan loss provisions are calculated twice a month using
manual entries, data on loan and collateral agreements,
ratings, etc.
• Smart forms for gathering quarterly customers’ financial
statements and for including/excluding collaterals from
calculations.
10 COLLATERAL MANAGEMENT
• Reporting on collateral.
• Notification on overdue collateral evaluations,
checks and insurances.
• Workflow for approval of collateral evaluation reports.
11COVENANTS
• Conditions stipulated in loan agreements are traced.
• Reporting on overdue and breached covenants.
CONTENTS OF THE RISK PORTAL
7. 1 COLLABORATION
• Budgeting, stress testing, preparation of the Credit policy
requires ad-hoc quick surveys from about 100 employ-
ees all over the country. SharePoint lists with pre-filled
data from the data warehouse are a perfect solution.
• Data gathered from the users is immediately visualized
in the SSRS and Excel Services reports.
2 BUSINESS INTELLIGENCE
• Data from the database is turned into OLAP cubes.
• Reports based on the OLAP cubes.
• Drill down and drill through make reporting powerful
and useful.
3 KPIs
• For each Non-retail customer a range of financial ratios
are calculated and visualized as SharePoint KPIs.
• The data warehouse contains enough information in
order to set control over individual KPIs of the managers.
4 DOCUMENT MANAGEMENT
• Document libraries with document sets enable to store
scanned documents of the customers’ credit files.
• All regulations used in the risk management daily work
are accessible in one place.
• Creating and approval of new regulations in shared
Word files.
• OneDrive is a means for sharing documents with the
colleagues.
5 NETWORKING
• Users can see the organizational structure and easily
find their colleagues.
• When ‘liked’ the links are available on My site.
• OneDrive is a means for sharing documents
with the colleagues.
6 BASSEL |||
• Credit risk control function.
• Rating model validation.
• Stress testing.
7 MARKET INFORMATION
• Responsible employees publish their market research.
• Each risk manager publishes a piece of news on the
customers and markets that he or she finds important
for the bank.
8 DATA QUALITY MANAGEMENT
• Data in the source systems require exceptional
accuracy and quality.
• Special reports called Data quality indicators
are automated.
• Each bug or error in the source systems is sent
to the responsible employee to his or her email.
9 MEETING REGULATORY REQUIREMENTS
• Loan loss provisions are calculated twice a month using
manual entries, data on loan and collateral agreements,
ratings, etc.
• Smart forms for gathering quarterly customers’ financial
statements and for including/excluding collaterals from
calculations.
10 COLLATERAL MANAGEMENT
• Reporting on collateral.
• Notification on overdue collateral evaluations,
checks and insurances.
• Workflow for approval of collateral evaluation reports.
11COVENANTS
• Conditions stipulated in loan agreements are traced.
• Reporting on overdue and breached covenants.
CONTENTS OF THE RISK PORTAL
8. CONTACTS
LinkedIn: Valeriy Dolgolenko
Email: Valeriy.dolgolenko@gmail.com
Skype: Valeriy-dolgolenko1
Cell phone: +38 (050) 653 0473
A COMPLEX SOLUTION
FOR RISK MANAGEMENT
IN WHOLESALE BANKING
THE RISK PORTAL