Innovative approach for reporting and analysis to reduced analytical and IT resources at world's largest bank amidst chaotic, seismic change. Deploying information set (content) delivery with flexible, interactive analysis tools (in this case QlikView from QlikTech). Walk through tips of how business analyst survived and succeeded. National Center for Database Marketing Client X Client Case Study Presentation. NCDM presentation December 2008.
4. Summary Current responsibilities include leading Marketplace Strategies & Insights team, part of the Liabilities, Segment and Marketplace Decision Management group which matrixes to our Global Decision Management organization. Key responsibilities include: - Develop Marketplace Strategies and Recommendations - Provide comprehensive Competitive Intelligence and Insights - Produce and Deliver Insights deliverables on a monthly and weekly basis - Deploy new dashboard technologies to rapidly distribute information Past responsibilities at Citibank include leading the Marketing Business Intelligence and Reporting team to automate delivery of insights to Citibank's marketing team. Specialties Negotiations, Leveraging, Business Intelligence, Strategic Planning, Competitive Intelligence, Database Marketing and Innovation. Experience Senior Vice President, Decision Management Public Company; 10,001 or more employees; C; Banking industry November 2007 – Present (1 year 2 months) Business Analysis Director, Manager of Marketplace Strategies & Insights for bank. Promoted to Senior Vice President in May 2008. Vice President, Marketing Strategy & Analysis Public Company; 10,001 or more employees; C; Banking industry September 2006 – November 2007 (1 year 3 months) Managed Business Intelligence and Reporting for the Marketing Team. Manage, automate and develop new processes to deliver and deploy customer information including deployment of new BI Dashboard Technologies. Group folded into Decision Management in late 2007. Speaking on Behalf of Client – Here is a snippet about him: (Linked -In Excerpt)
15. How would a 10 yr old want info? Tip 1: Eliminate Paper (as much as possible), you are in content Business – make data interactive, self navigating Davenport: “Kill the spreadsheet sprawl… 20% errors”
16. You Are Too Popular Message to business analysts – You Are in Information Publishing Business. Provide decision data/information sets, key metrics and observations in a way that end users can interact and share
17. I need this back for a meeting in two hours Forget Cycle Time – Foster Interaction and Conclusions. Drive to a Decision
19. Tip 2: Segment Your Customers ^internal “ Focusing on Executive needs during a time of change and postponing peer projects, though eventually following through for them” From client – How to drive success with constrained resources
26. Meetings? Face to Face is Important Be armed with interactive reporting and systems, have analytics and decision resources at table, on-line, war room approach. Analysts responsible for best, moderate, worst case estimates.