IBM - Information Agenda, Do you have one - Mario Passalacqua - Net

6 Insurance Company - Business Intelligence Roadmap and Value Case | March 14, 2007© Copyright IBM Corporation 20074Insurance Company - Business Intelligence Roadmap and Value Case© Copyright IBM Corporation 2007BI GovernanceProgra m SteeringStandards & Guiding Principle sDemand ManagementValue Asse ssmentProject Approva l/Prioritiza tionBI Program ManagementBudget & PlanningProgram CommunicationResourc e Forec asting/DeploymentProject Methodology /Ov ersightIssue /Risk Manage mentChange ControlLearning & CompetencyDevelopmentCompe tency ProfilesTra ining & Skill Deve lopmentData StewardshipD ata DefinitionsData StandardsData Security/Priva cy PoliciesData Tra nsforma tion RulesData Quality Policie sSourc eDataPreferenceDataPremiumAnalysisLossAnalysisMark ets toPenetra teCurrent Pene trationAnalys isProfiles ofFootprint Mark et sClassSegmenta tionStrategicGoal SettingStrategy & PlanningPerformance AnalysisLAEAnalysisCommissionsAnalysisMarket ResearchMarketRisk AnalyticsRecoveryAnalys isSale sPe rf AnalysisMark etPotential Ana lyticsMarket TargetingMarkets toMark ets toExpand/GrowHarvestMarket AnalysisCros s Sell / Up Se llNe w BusinessAnalysisAna lysisMarket SegmentationAffluenc eSegme ntationInsight-DrivenPlanningMarket PotentialSegme ntationProfitabilityAnalysisOvera llPerf AnalysisMarke ts toEx itMetrics ScorecardsEnterpriseLOBSc orecardScorec ardsServ ice Are aSc orecardsRe giona lScorec ardsCalendar Yea rBasis AnalysisProspects toAc quireCustomerSatisfaction Ana lysisDe mographicSegme ntationBusiness Trend AnalysisCustomer ResearchPredictiv eModelingUnique CustomerCustomerIdentificationHouse hold ViewUnde rwriting YearBas is AnalysisCustomer TargetingCustomers toServe & Re ta in.LTV / CLVMode lingCustomer AnalysisCustomerPe rsistenc y Analy sisCustomer SegmentationCustomer ProfilingK PIMonitoringAcc ide nt YearBasis AnalysisCustomers toGrow Share WithShare-of-WalletMode lingPerformance DashboardsBusinessAle rtsMicro-Se gme ntationMicro-Segme ntationExecutiv eInfo Service sAc tuarialAnalyticsCus tomerR isk AnalyticsChange ManagementInformedDecision MakingAgenc iesto AcquireCollaborativeExe cutionBusiness Modeling & AnalyticsPriceModelingEnterpriseRis k Analy ticsAgency ResearchPredictiveLTV / CLVModelingMode lingAgency TargetingAgencies toSe rve & Retain.Agencies toSeve rPre dictiveUnderwriting Analy tics13 Insurance Company - Business Intelligence Roadmap and Value Case | March 14, 2007© Copyright IBM Corporation 200715Data QualityProcessesStagingMetadataData Quality AssetsPsychographicSe gmentationCus tomerProfile R eportingCustomerProfitability Analys isPre dictiveClaims AnalyticsShare-of-BookMode lingAgencies toGrow Share WithData Acquisition Data Quality & Integrity Data Integration Data Repositories Data DeliveryFieldVendorBI Me tadataDataDataStagingDataD eliveryCollabora tionDataDataManagementExtra ctionTra nsformationAreasWarehousesSe rvicesPrimaryRe search DataAnalysisMarket ProfilingProfiles ofNew Marke tsOLAPThird PartyDataAd Hoc QueryingCompe titor Profilesby Mark etGeographic Data MappingFixed ReportingCompetit orAnalysisMarketDe tail ViewsBalance& ControlsScorecardingDataValidationProfilingDataLoadingBus inessHolding ViewDataSynchronizationBusiness Perfor manceAnalysis DataFlexible ReportingValue -Ba sedSe gmentationMultidimensional Insight DataInsurance Company - Business Intelligence Roadmap and Value Case | March 14, 2007CustomerDe tail ViewsMetadataData StoresSegmentationSubmiss ion-Quote-Bind Ana lysisPerformanceSegme ntationU nique AgencyIdentificationTargetingDataMartsDashboardingAgency AnalysisBook of BusinessRe newalAnalysisAnalysisAgency SegmentationR ela tionshipSegme ntationAgenc yHolding ViewFirmagraphicSegmenta tionAgency ProfilingD istributionHiera rchy ViewDrillable ReportingAgencyProfile R eportingInvestigativeSe rvicesStatistical ModelingPredictive ModelingData MiningSa le s Fore castingAnalysisValue -Ba sedSegmenta tionAgencyDe tail ViewsMonitoringEmbe ddedSe rvicesModeling & AnalyticsResearch© Copyright IBM Corporation 2007EnterpriseEnterpriseAlignment &Alignment AdoptionAdoptionCustomer InsightCustomer Insightfor Relationshipfor RelationshipDevelopmentDevelopmentAgency InsightAgency Insightfor Distributionfor DistributionOptimizationOptimizationMarket Insight &Market Insight GrowthGrowthBusiness Business InsightInsightDataDataInfrastructureInfrastructureBI Change Management – MobilizationBI Program Office & Center of CompetencyData StewardshipBusiness Process Improvement (Mobilization and Implementation)Enterprise Customer DefinitionCustomer – Production Analysis – Policy Level(Premium/Loss/LAE)Policyholder Profile ReportingAgency Segmentation (Focus Level)Book of Business Profiling – Phase 1 Release(Agency/LOB Roll-Ups)Establish BI EnvironmentsData Warehouse – Phase 1 Release(Agency/Policy/Premium/Loss)Submission-Quote Data ExtractionBI Change Management – ImplementationUnique Customer IDCustomer – Production Analysis – Beginning ofCoverage Level (Premium/Loss/LAE)Customer Profile ReportingCustomer Segmentation(Demographic/Premium)Class SegmentationDistribution Hierarchy ViewsBook of Business Profiling – Phase 2 Release(Add SQB Data and UW/ARM Roll-Ups)Agency Segmentation (Relationship)Agency Production Analysis(BOB/SQB/Renewal Analysis)Market Profile Reporting (Footprint Markets)Profiling New Markets for PenetrationGrowth Evaluation (New Business Analysis)Data Warehouse – Phase 2 Release(Add SQB)Data Warehouse – Phase 3 Release (AddCustomer Dimension/Distribution Hierarchy)Sunset Existing Legacy/BI Applications-Phase 1Customer Prospect Identification & ProfilingCustomer – Production Analysis – AdditionalCoverage Level (Premium/Loss/LAE)Customer Persistency AnalysisTargeting Customers for RelationshipDeepeningTargeting Prospects to AcquireAgency Prospect Identification & ProfilingTargeting Agencies to Grow Share WithTargeting Agencies to Serve & RetainAgency Segmentation (Value-Based)Agency Dashboard with Business AlertsTargeting Existing Markets for GrowthTargeting Markets for PenetrationStandardized KPI Monitoring – Phase 2Sunset Existing Legacy/BI Applications–Phase 2Data Warehouse – Phase 4 Release (AddCustomer Prospects/Agency Prospects)4 Insurance Company - Business Intelligence Roadmap and Value Case© Copyright IBM Corporation 2007An Information Agenda RoadmapWhat should webe doing?How should we bedoing it?When should webe doing it?Current Maturity Baseline Target: Low PriorityTarget: Medium PriorityTarget: High PriorityLeadingOptimizingPracticingDevelopingBI CAPABILITYMATURITY MODELBI Program Roadmap and Value Case – Target State BI Blueprint DeliverableCapability Maturity Model OutputBI Point of View – Critical CapabilitiesAwareOutside-In ViewCustomer Focused DesignProduct Development & Offer ManagementProfitable Market Penetration & ExpansionParallel Interest and RewardsStrategic PracticesMeasure and Analyze ResultsCustomer IntelligenceNew Customer Research MethodsMultidimensional Customer SegmentationCapability Maturity ModelMoments of TruthCustomer InsightRealistic Segmented ServiceAgent IntelligenceNew Agent Research MethodsMultidimensional Agent SegmentationMoments of TruthAgent InsightRealistic Segmented ServiceEnterprise FocusEnterprise AlignmentInformation-Driven Planning & ExecutionBehaviors & ExpectationsCompetency DevelopmentGovernance & CultureSupport for New and Ad Hoc DataData LatencyHistoric RetentionTarget MaturityRole Based DeliveryStandardized ReportingBusiness EnablementEnd User SupportConsistent Data StandardsData Quality and IntegrityKeyData Organized Flexibility to Support Multiple UsesRelevancy to Business NeedsData & InformationPrimary FocusSecondaryFocusData Usage ConsistencyData StewardshipTHREE-YEARBI BLUEPRINTBI Program Roadmap and Value Case – Target State BI Blueprint DeliverableTarget State BI BlueprintBusiness Services That Inform Final ScopeEnterpriseAlignment &AdoptionData InfrastructureMarket Insightand GrowthBusiness InsightCustomer Insight forRelationship DevelopmentAgency Insight forDistribution OptimizationTHREE-YEARBI ROADMAPBI Program Roadmap and Value Case – BI Value CaseThe projects, as viewed by WaveWave 1 Wave 2Wave 3Standardized Metrics / KPI Definition Standardized KPI Monitoring – Phase 1Enhancement of existing functionNew capabilityORGANIZATIONAL READINESSASSESSMENTDATA & TECHNOLOGYVISION & GAP ASSESSMENTSIX-YEAR VALUE CASEBI Program Roadmap and Value Case – BI Value CaseOrganizational Assessment FrameworkBI Program Roadmap and Value Case – Target State BI Blueprint DeliverableTarget State BI BlueprintLogical Solution ViewEnterprise Alignment & AdoptionConsistent ExecutionBusiness InsightCulture & ValuesCollaboration/CommunicationEase-of-Use &AccessibilityKnowledge SharingGoal Setting &PerformanceManagementData InfrastructureEDWETLCompetency-Based DevelopmentRecruiting and SelectionMarket Insightand GrowthCustomer Insight forRelationship DevelopmentAgency Insight forDistribution OptimizationRole Definition and AlignmentETLLanding ZoneData ValidationData SourcesData Edits© 2009 IBM Corporation