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How Western Alliance Bank is Innovating with Oracle Analytics Cloud

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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

Publicada em: Tecnologia
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How Western Alliance Bank is Innovating with Oracle Analytics Cloud

  1. 1. How Western Alliance Bank is Innovating with Oracle
  2. 2. 2 • Introductions • About Perficient • Western Alliance Bank PBCS Integration with BICS • About Western Alliance Bank • Challenges with Legacy Environment • Success Story and Lessons Learned • Oracle Analytics Cloud • Q&A Agenda
  3. 3. Mitch Campbell Director Cloud Analytics Oracle Corporation Andrew Boucher VP Market Risk Management Western Alliance Bank Shiv Bharti Practice Director Oracle Business Analytics
  4. 4. 4 About Perficient Perficient is the leading digital transformation consulting firm serving Global 2000 and enterprise customers throughout North America. With unparalleled information technology, management consulting, and creative capabilities, Perficient and its Perficient Digital agency deliver vision, execution, and value with outstanding digital experience, business optimization, and industry solutions.
  5. 5. 5 Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2017 revenue ~$500 million Major market locations: Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis, New York City, Northern California, Oxford (UK), Southern California, St. Louis, Toronto Global delivery centers in China and India 3,000+ colleagues Dedicated solution practices ~95% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards
  6. 6. 6 Oracle Practice Overview 3000+Deployments Industry Expertise Multi-Solution Expertise EPM | ERP | BI | CX Platinum 200+Oracle Experts Partner Cloud Select Healthcare | Supply Chain/Mfg. | Energy/Oil & Gas Financial Services | Consumer Markets 15 Specializations
  7. 7. 7 Perficient’s BI Practice Solutions Expertise • BI/DW Strategy and Assessments • BICS/DVCS/Data Sync • OBIEE and Oracle BI Apps • Data Integration, Discovery, Big Data • Exadata and Exalytics • Oracle Golden Gate Fast Facts • Practice Started: 2004 • Projects Completed: 400+ • Management Team: 14 years • 60% of consultants former Oracle Eng. • Oracle Authorized Education Center – Oracle BI Apps, OBIEE, ODI • Perficient runs its business on Oracle BI • Proven implementation methodology Oracle Specializations
  8. 8. 8 Cloud Business Intelligence Best Practices • Consider lift and shift • Roll-out Data Visualization to being adoption • Begin with a prioritized list of KPIs • Utilize structured methodology/approach across the organization • Leverage pre-existing content to shortcut traditional waterfall design • Evaluate efficacy during beta period • Recalibrate analytics prior to broader roll-out • Serve analytics based on roles
  9. 9. 9 Integration of PBCS with BICS • Consolidated view of Actuals, Budget and Forecast Data • Reconciliation of EPM-Consolidated Financials against ERP transactions • Trend Analysis to compare YTD, MTD as well as YOY • Drill down from summary to detailed levels • Ability to drill back to various source system transactions • Comparative analysis of different scenarios • Single reporting platform for executive dashboard and mobile analytics
  10. 10. 10 Pre-Built Financial Analytics on OAC
  11. 11. 11 • Metrics to analyze profitability and margins, general ledger accounting, payables, receivables, business unit performance and more detailed reporting • Mobile access with no extra programming required • Comprehensive sharing framework • Simple self-service administration • Automated ongoing updates • Role-based granular security • Documentation Pre-Built Financial Analytics on OAC
  12. 12. Western Alliance Bank’s Cloud Story
  13. 13. 13 With more than $20 billion in assets, Western Alliance Bancorporation (NYSE:WAL) is one of the country’s top-performing banking companies. We offer business banking services primarily in Arizona, Nevada, and California. We provide customized solutions for credit, treasury management and international banking. We are expanding nationally with specialized banking solutions to clients across the country. Specialized markets include Technology and Innovation, Hotel Franchise Finance, Homeowners Associations, Mortgage Warehousing, Resort Financing, etc. We rank #2 on the Forbes 2018 “Best Banks in America” list Western Alliance Bancorporation
  14. 14. 14 Western Alliance Bancorporation • WAL consolidated 3 bank charters in December 2013. Reporting requirements changed to a more regional, business segment basis. • Required a new tool for planning and reporting for business performance under the new reporting structure (including transfer pricing and allocations of shared expenses) • Needed to quickly migrate to a new planning tool at low cost in the fall of 2014. Oracle Planning and Budgeting Cloud Service (PBCS) was our best solution. We went live in January 2015 and still use it today. Journey to the Cloud
  15. 15. 15 Western Alliance Bancorporation Next step – Oracle analytics (BICS) • PBCS good for budgeting, profitability reporting and trending (Financials, KPIs) • CFO pushing FP&A to analyze productivity measures across the bank (Over 4 MM transactions processed per month) • Needed a true analytics platform to understand KPIs • WAL chose BICS because it offers... • Data modeling capabilities to organize disparate data sources and integrate • Excellent data analysis and visualization capabilities • Distributed reporting and dash boarding capabilities Journey to the Cloud
  16. 16. 16 Environment • Rapid growth, both organic and through acquisition • Multiple core and sub-ledger systems • No cohesive enterprise data warehouse Manual Reporting • Significant effort by several analyst to combine data • Reconciliation against the PBCS instance Constraints • Corporate philosophy of low expense growth • Limited IT infrastructure and staff Ad-hoc Analysis • No ability to drill into data for further analysis • Additional or detailed data must be pulled from source system, requiring significant manual effort On-premises Challenges
  17. 17. 17 Proposed Architecture Central Provisioning Integrated Performance Reporting (BICS) Portfolio Management Planning and Forecasting (PBCS) Risk and Regulatory Reporting Financial Accounting (GL) ShareholdersDirectorsCustomersAnalystRegulations Data Governance and Services Integration Master Data Management CRM HR/Payroll Credit Cards Mortgages Consumer Loans DDA Savings Time Deposits Treasury Other Sources Master Data Source Systems Copyright © 2017 Western Alliance Bank. All Rights Reserved.
  18. 18. 18 • We can build a centralized location for our disparate data in the cloud (a virtual EDW) • We can use Oracle’s ETL tool called DataSync to schedule off hours data loading to the cloud • We can build and modify our data architecture as we need to and separate them in various “Subject Areas” • We can build grid based reports called “analysis”, traditional dashboards and visual analysis which allow us to slice and dice on-the-fly • We uncovered holes in some of the underlying transactional data – this directly led to a corporate-wide EDW project • We can integrate PBCS data to get a consolidated view of Actuals, Budget and Forecast What Did We Learn?
  19. 19. “BICS is only as good as you make it: good design, customer focus, and knowledge of the data is what makes for a great dashboard.”
  20. 20. 20 Key Objectives What steps did we take to build our corporate dashboard? • Identify and document our key data sources • Gather requirements (what do people want to see?) • Use ETL to load data to our cloud databases from multiple sources • Build an architecture in BICS that makes sense including facts, dimensions, measures and hierarchies • Build the grids and graphs that can be used in a dashboard • Build a dashboard using an iterative agile methodology • Constantly update and improve the dashboard with more features and functionality that help the largest audience
  21. 21. 21 Designing the Corporate Dashboard What KPIs does the Corporate Dashboard need to have? • Performance indicators • Revenue drivers • Loans • Deposits • Expense measures • Efficiency • Expense details • Asset quality • Non performing and adversely graded assets
  22. 22. 22 Summary Copyright © 2017 Western Alliance Bank. All Rights Reserved.
  23. 23. 23 Loans Copyright © 2017 Western Alliance Bank. All Rights Reserved.
  24. 24. 24 Deposits Copyright © 2017 Western Alliance Bank. All Rights Reserved.
  25. 25. 25 Deposits by Account Type Copyright © 2017 Western Alliance Bank. All Rights Reserved.
  26. 26. 26 Efficiency Copyright © 2017 Western Alliance Bank. All Rights Reserved.
  27. 27. 27 Expenses Copyright © 2017 Western Alliance Bank. All Rights Reserved.
  28. 28. 28 Asset Quality Copyright © 2017 Western Alliance Bank. All Rights Reserved.
  29. 29. Oracle Analytics Cloud
  30. 30. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | ANALYSTS AND DATA STEWARDS • Transform, enrich and improve data sets in preparation for analysis • Faster time to insights • Share and collaborate BUSINESS USERS • Easy, timely, proactive business insights • Empower to go beyond consuming others’ findings DEVELOPERS • Develop and deploy analytic applications for people to customize and personalize • Embed analytics in any application context Smart Analytics for Everyone 30
  31. 31. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 31 Oracle Analytics Cloud Editions Data Lake Edition Standard plus Replication from SaaS, Data Flows, Full Essbase Standard Edition Data Discovery, Data Preparation, and Data Visualization capabilities across Web, Desktop, & Mobile, Essbase SE Enterprise Edition Data Lake plus full Semantic Layer, BICS, Day by Day, Scale-out, High Availability, and Disaster Recovery
  32. 32. Interactive Visual Composition Create Your Own Data Story •Stunning visualizations and interactive presentations •Automatic chart creation based on Intelligent Data Services •Singe-click trending and forecasting, drag-and-drop clustering and outliers •Rich palette of 100’s of built-in and third-party visualizations •Optimized for web and mobile 32
  33. 33. Liberate Insights from Any Data 33 •Directly connect to 40+ different multi-structure data sources •Blend any data regardless of its source or type •Apps, Big Data, Databases, Services, Files, etc. •Smart Connectors to SaaS applications Easy access to all data sources
  34. 34. Powerful Data Flows and Enrichment Self-Service Data Preparation •Sharable and traceable business data transformations •Avoids Excel clutter and empower analysts to enhance data with no coding skills required •Group values, join data sets, sub-select rows/columns, aggregate, calculated fields etc. 34 Simple Data Flows can replace operations that users are doing in Excel today, or can even run as scale to transform volumes of data
  35. 35. Finance Manager • Revenue Overview • Revenue and Headcount Analysis • Cost Management Project Manager• Campaign performanc e • Campaign cost Payables Manager • AP Balances • AP Holds • AP Overdues Grants Manager• Budget vs. Actual • Award Cost Details • Award Encumbrance Details 35 Role-based Visualization Content Pre-built visualization for SaaS •Pre-built data visualization content •Quick ad-hoc exploration of SaaS data with intuitive business user interface •Identifies difficult-to-spot business opportunities, innovations and patterns •Targets specific line-of-business personas Sales VP • Top deals in Play • Sales review • Pipeline trend • Revenue trend Marketing Analyst • Campaign performanc e • Campaign cost Sales Manager• Team performance • Quota attainment • Pipeline review • Demand generation Service Manager• Open incidents • Closed incidents • Team performance
  36. 36. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 36 Natural Language Insights Turn Data Into Plain Language •Automatically turn data elements into written insight & narrative •Simple to use, just like any other chart type •Dynamic and fully automated •Ability to customize the narrative •Support for multiple languages 36 The dynamic narrative is responsive to the interactive exploration experience and can be customized by the user.
  37. 37. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 37 Identify What Drives Your Business Machine Learning for the Business •Have OAC Auto ML analyze and explain any attribute •Uncover what drives your results •Identify and analyze key segments of behavior •Discover anomalies where data is not aligned with expected patterns •Interact with the outcome and collaborate with others 37 Any data attribute can be analyzed to identify drivers, segments and anomalies in data behavior
  38. 38. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 38 Build Collective Intelligence with Day by Day Anticipates questions through self-learning •Infuse insights into daily activities •Get customized feeds based on your interests, when and where you are, and who you collaborate with •Anticipates your needs and delivers appropriate information throughout the day •Use your device’s voice capabilities to obtain answers 38
  39. 39. 39 What-if, Collaboration & Workflow Next Gen Essbase on the Cloud •Personal to enterprise business modeling supports wide-range of planning and management reporting applications •New capabilities for Sandboxing and scenario management •Tool-less approach for faster deployments •Auto Analyze Data and Create Cubes
  40. 40. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Oracle Analytics Cloud Connect Prepare Explore Share Liberate all data and connect to more than 50 different data sources Powerful tools for auditable and traceable data blending, wrangling, and cleansing Intuitive and rich exploration with self-service data visualization Build collective intelligence by collaborating with peers and socialize insights across the organization or the world
  41. 41. Questions Type your question into the chat box
  42. 42. 42 Next up: [Webinar] An Oracle Account Reconciliation Cloud Service Success Story Tuesday, March 27th [Event] Collaborate 18 April 22-26, 2018 Las Vegas Follow Us Online • Perficient.com/SocialMedia • Facebook.com/Perficient • Twitter.com/PRFT_Oracle • Blogs.perficient.com/Oracle
  43. 43. Thank You

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