Baker Hill Prosper 2017 - An Overview of Baker Hill Business Intelligence Capabilities
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Presented by Eric LaPlante In today’s landscape, financial institutions are sifting through piles of data and not knowing what they have or what to do with it. Baker Hill has created a new analytics’ solution to help financial institutions manage and use their everyday data to help them with Strategy, Marketing and financial areas. So many different companies struggle with this same issue day in and day out to no avail. This session discussed how Baker Hill ProfitGen can help your financial institution get over the hump when it comes working with in the analytics field.
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Baker Hill Prosper 2017 - An Overview of Baker Hill Business Intelligence Capabilities
- 1. WHY PROFITGEN? Presented by Eric LaPlante
- 2. Confidential & Privileged Document Your data can tell a bad story
- 3. Confidential & Privileged Document Or you data can tell a good story
- 4. Confidential & Privileged Document Data, data, data • I have the data, what now? • Find the right people or team • Plan to execute
- 5. Confidential & Privileged Document I have the data, what now? • Time • How do I start? • What to analyze? • What is the data telling me?
- 6. Confidential & Privileged Document Find the right people • Do they have time? • What kind of people? • Do I have the right mix? • Will they get the vision?
- 7. Confidential & Privileged Document Have a plan to execute • What tools do you need? • Is my team trained? • Will they understand the goal? • You have results now what?
- 8. Confidential & Privileged Document Why partner with Baker Hill ProfitGen • Where do you start? – Time – Resources – Training – Execution • Why take it all on?
- 9. Confidential & Privileged Document BakerHill ProfitGen • Persona driven – Strategy – Financial – Marketing
- 10. Confidential & Privileged Document Miscellaneous • Custom KPI (Key performance indicators) • Tablet and mobile ready • Employee notifications • Recent Analysis (most recent activity) • Popular help topic (On- line help topic)
- 11. Confidential & Privileged Document What's next? • Head to the solutions showcase • Spend a few moments with James McHale • Talk with your Account Executive
Notas do Editor
- What is the status of your data? Are you using it? If you are using it, what kind of story is it telling you? If it was telling you a bad story, would you want to know that sooner than later? If you had the time to do something about it, would you? Now not using your data or even investigating business analytics at any financial institution would be troublesome to all in the room. I understand there are hurdles and I am going to talk to those or at least bring them up throughout this presentation. Correct?! (make everyone shake their head in the room) Most, if not all, in the room want to do something about this, right? If so, you are in the right room. Now let’s say my slide is a little over zealous to hopefully most in the room and there data situation is not to this level.
- Some financial intuition are using their data today. Are they using it right? Who knows but they’re giving effort and effort will get you on the path to using it right or least trying to get everyone in the financial institution to see the value in using some type of business analytics. It may be basic information about branches, sales or just how many clients they have. It still shows good data for the institution and everyone knows the greatest companies had look to business analytics to help their company started had to start somewhere. The company I have on the screen is a great example of a company using business analytics to grow their institution and the information they had in front of them.
- I am sure a lot of financial institutions today are saying the same thing. And that is ok! The next area is easier said and done. People and Team, resources whatever you want to call them are sometimes the hardest commodity to find at any financial institution. Every one has a plan. Unfortunately, we do not agree on what the plan is or even how to execute it.
- Time - Really you need to find the time and who has just time to start a new process? How do I start - Some much data and you need to find a kick off point with nothing to give you a pointer or flare What to analyze- Do I start with branch sales or number of accounts lost What is the data telling me – I am sure the data has a story but what? Do I know if this number is bad or good?
- When do they have time – We talked about the right people already but they have full time jobs too? Will my boss allow for hire of a new employee to get this started? What kind of people- So credit analyst, manager, IT, technical, or can just get with my department assistants? Do I have the right team mix- Should I mix it up? What if I have too many techies in the group or not enough? More sheep or more Sheppard's? Will they understand the vision- If I am not sure what we are looking for, will they? How do I communicate our needs if I do not even understand what the data is telling me.
- Do we have the tools? – Do I use excel, word, access or pen and paper? Hammer and chisel? Can I train them? - Can I even train them? Does the team I put together understand what access even is? Have they created a CVS file? Do they know what business angle to understand the numbers they see if they are good or bad? Will they understand the plan? – Will they be able to formulate the results into actions? How will the results be received? - Even though we have a formulated action, who is going to run with the plan to action?
- -ProfitGen can -Show you where to start in getting something out of your data -Eliminate the massive amount of time it will take to get the project started -Only use those resources that will get maximum benefit out of the system instead of those that will never get or understand the data -We train you on the solution that you are going to use -Once you have the results you can use ProfitGen to execute the next step -Use the data that you have to grow you business and execute on the need of your personas for there everyday job to help plan for the future
- You heard me bring up personas. Personas are the key to success in using ProfitGen. Why? ProfitGen was built to help every individual at the financial institution get the most of the solution. We do this by making sure how your persona can be used to maximize your company’s data. Before we get too far, I will let you know right now if you are thinking that hey Eric you really mean roles right? No, roles are not personas. Roles are what are used for security in a solution or if you are aloud to client a button or not. A Persona is how you would use ProfitGen to help you complete your day to day operation. So when you are using ProfitGen with your Persona you can turn your used or bad data into a good story with a continuous fairy tale ending. So you are probably asking again Eric what is a Persona. So a CMO or someone on the marketing team may use the same information differently. Where a CEO/President and CLO would take that same data and look at it different from a different vantage point. They are using the same data though to achieve what their persona needs for tasks for that day in ONE SOULUTION! This is easily done but being able to customize your home page and other views throughout ProfitGen. Let me show you! I will break this down into 3 main strategies today! Comment above
- KPI - Key performance indicators that you can setup up on any field or data to have on your homepage at all times Tablet - As you saw in some earlier slides the solution is mobile ready. Tablet or phone Notification - On the home page we have notification alerts that administrators can communicate with their users about different items. Closing and downtime and if someone has shared a report with you. Recent analysis - Just a quick spot where all of the recent items you have been working on are present on the homepage for quick access Help topic – Quick help topic links are listed on the home page like how to create a custom documents etc. NextGen - The best news is that this solution will be integrated with BakerHill NextGen. Will just be another tab at the top like lending.
- Do we have the tools? – Do I use excel, word, access or pen and paper? Hammer and chisel? Can I train them? - Can I even train them? Does the team I put together understand what access even is? Have they created a CVS file? Do they know what business angle to understand the numbers they see if they are good or bad? Will they understand the plan? – Will they be able to formulate the results into actions? How will the results be received? - Even though we have a formulated action, who is going to run with the plan to action?