Presentation on May 23rd 2014 at IBM Vision 2014. Successful enterprise implementation of TM1 at Macquarie Group

1. Deploying IBM Cognos TM1 Globally
Amendra Pratap
BI Architect
Macquarie Group

2. PAGE 2
About Macquarie Group
 FY13 Net Profit $ A 1.26 Billion
 Net Income $ A 8.1 Billion
 Net Operating Exp $ A 6.0 Billion
 Assets under management $A 427 Billion
 Over 13000 staff globally
 International Income 68% of total
 6 Operating divisions and 4 support divisions
Established in 1969, Macquarie Group is a global financial services provider. It acts primarily as an
investment intermediary for institutional, corporate and retail clients and counterparties around the world.
Macquarie has built a uniquely diversified business. It has established leading market positions as a global
specialist in a wide range of sectors, including resources, agriculture and commodities, energy and
infrastructure, with a deep knowledge of Asia-Pacific financial markets

3. PAGE 3
TM1 Journey
Users
Year
Purchased
as Finance
tool
Moved to IT
Established
budgeting and
allocation tool
Analytics
and
Operations
Strategic
Asset

4. PAGE 4
Lifecycle of BI

5. PAGE 5
Models & Benefits
Forecasting & Budgeting
• Group wide budgets
• Divisional budgets
• Consolidations
• Reporting (slice & dice)
Recoveries & Allocation
• Allocations calculations
• Journal generation
• Distributed model
Capital Projection
• Multiple scenario & what if
• Granular calculations
• Rapid scenario calc
• Reporting (slice & dice)
• Real time reports
• Driver based forecasting
• Re-use platform
• Single source of truth
• Expose business logic
• Traceability
• Flexibility
• Fast performance
• Bottom up calculations
• Decision support
CapabilityBenefits

6. PAGE 6
Approach - Internally
Building
Team
Modular
Architecture
Vendor
Partnerships
Ease of
Maintenance
• Hire the best
• Induct and train
• Empower
• Best practice
• Share the knowledge
• Treat as partners
• Encourage ideas & feedback
• Team extension
• Scalable
• Agile
• Smaller project size
• Replication feasibility
• Self service
• Provide training to the users & super users
• Keep track of maintaining & reducing support tickets
• Documentation & peer reviews

7. PAGE 7
Approach – Business Facing
Governance
Engage
Deliver
Value
Consult
• Steering committee establishment
• Business approvals
• Financial tracking & reporting
• Capture and track risks
• Solve business problems
• Smaller projects mean solution derived sooner
• Benefits captured and articulated
• Lower the cost of ownership (of BI capability)
• Early stage business users engagement
• Listen
• Gameification in projects
• Allow business champions to showcase “their” model
• Became a trusted advisor
• Have an opinion
• Business focused
• Mixing strategic with tactical solutions

8. PAGE 8
Design Philosophy
 Partner with business
 Scalability
 Distributed modular architecture
 Expose business logic
 Iterative implementation
 Strategic view
 Maintainability
 Co located delivery team

9. PAGE 9
Monitoring Application
Multiple Servers/Models/Locations
Require Automated Monitoring
and Notification
 Application usage
 User logging and analytics
 Server monitoring
 Change impact
 Health checks
 Identify outliers

10. PAGE 10
Future
 Exploit the strong platform already built
 More Interaction with other applications
 Automation
 Data management
 Better user interface
 Visualisation
 Apply analytics on data in the systems

11. PAGE 11
Questions
@amansyd
Amendra Pratap

12. ©2014 IBM Corporation
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