Nabauspc2011
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The document outlines the development of a proof of concept for improving service delivery at NAB Finance using SharePoint and other Microsoft technologies. It focuses on business intelligence capabilities, operational challenges, and the creation of a modular service delivery platform that integrates knowledge management and reporting features. Key scenarios demonstrate the practical applications for end-users, including searching service catalogs and managing financial information more efficiently.
Nabauspc2011
- 1. NAB Finance Proof of Concept Developing a Solution for Improving Service Delivery Rita Arrigo David Byars Principal Consultant Business Architectures and Solutions Pitcher Partners Consulting National Australia Bank Australian SharePoint Conference March 2011
- 2. Agenda NAB Finance Proof of Concept Vision Key Proof of Concept Deliverables ‒ Dashboards, Power Pivot for Business Intelligence ‒ The Service Catalogue ‒ Knowledge Management ‒ Support Centre Key Scenarios and FAST Search Bringing all together
- 3. NAB – Business Intelligence The Vision • To reposition NAB Finance as a Service Delivery Organisation • By using metrics create a natural cycle of improvement
- 4. Proof Of Concept Demonstrate the business intelligence capabilities of SharePoint 2010, SQL Server 2008 R2, SQL Server Analysis Services to support the vision Demonstrate key business and service orientated solutions on the SharePoint 2010 platform using the collaboration features and enterprise search.
- 5. The Journey Building the POC • Worked with NAB FS&O to establish key operational issues: • Knowledge Management • Operational Sources of Information and the need FAQs and a central repository • ARR – Australian Regional Reporting • Engaged with Strategy to understand end- users of finance data ie head office staff and team who developed the service catalogue. • Engaged with BISC to understand broader Business Intelligence Issues and the need for an enterprise reporting framework • Worked with Microsoft for hands on experiences to enable learning like the Customer Immersive Environment. • Pitcher Partners designed and developed the Proof of Concept
- 6. Modular Strategic Approach This was not to considered an enterprise wide SharePoint Development Rather it is a modular approach to implementing a new shop front – service delivery platform SharePoint Sprawl is emerging and the Pitcher Partners approach allows for consolidation NAB currently has Academy from a HR perspective ( which could be considered another shop front) As this is a BISC Initiative with a view to expanding enterprise wide and way of making this financial information easier to access across NAB
- 7. NAB BISC Hub Wireframe
- 8. Service Catalogue Developed Service Catalogue Iconology • Allowed us to use new integrated ways to navigate data •Developed the Visual Language for the POC
- 9. About the POC Strategy • The Solution was interlinked so that no matter what level you entered you could relate to the content • Provide a communication channel to a variety of users ie Service Owner Identification
- 11. Demonstration 1 – The Portal
- 12. Scenario One End User Customer of The Finance Department Searches Service Catalogue and finds the Banker Dashboard
- 13. The Service Catalogue Includes Silverlight Pivot
- 15. Scenario Two Power User of the Finance Department - Developing a report for consumption by the business This report is to show the sales of a particular service line of the last few years The demonstration is designed for a power user
- 16. Banker DashBoard
- 17. Cube Reporting
- 18. Service Level Reporting Power Point BI The new tool allows for the development of many real-time reports versus the previous Power Point BI in place
- 19. Scenario Three New Employee to the Finance Department Finding out about a service offering Locate a Service Owner Search for relevant documents
- 20. Finding out more about the Services
- 21. Scenario Four Knowledge Management as an employee of the finance Department Managing FAQ’s Creating Video Updating Wiki’s
- 22. Support
- 23. Knowledge Management Repository Includes : Forums Wiki’s Corporate Taxonomy for Document Library Set-up of Document Libraries
- 24. Search Fast Search • With over 100,000 documents, refiners deployed for Company and Division • Allows for major improvement in search
- 25. Key Steps For Driving this Forward Link it in with the current Strategy – Service Orientation Deliver easy but valuable features PreLaunch using Silver Light
- 26. Questions
- 27. Demonstration 6 – The Store
- 28. User Interface Designs and Palette
- 29. POC Details ‒ 200 Users ‒ 10 Self Service Reports ‒ 100,000 documents for Knowledge Management with Search refiners implemented for Companies and Authors ‒ Cube Serving 200,000,000 rows of data and 60 GB of Data ‒ Silverlight Pivot as an integrated navigation tool
- 30. The Teams @ NAB and PPC ‒ Justin Oehlmann Senior .net Analyst ‒ Alace Jokismovich Capability Manager Finance ‒ David Byars Business Architectures and Solutions ‒ Peter MacGillivray Head of Business Intelligence ‒ Cameron Currie Senior Manager Stategy ‒ Nik Vorrias Senior Manager Operations ‒ Dorothea Yiannoudes Senior Change Manager ‒ And many other supporters and stakeholders at NAB Finance PPC Team Members included ‒ Shyam Narayan Solution Architect ‒ Rita Arrigo Principal Consultant
- 31. Why Pitcher Partners? At Pitcher Partners Consulting we have a strong reputation for the breadth of our business knowledge and pride ourselves on our ability to identify problems and provide successful business solutions. We offer a unique blend of business and information technology accreditation and experience in developing information systems solutions, running complex projects and delivering value to clients. We understand that your business goals and objectives are the first priority. We place strong emphasis on identifying areas where technology can improve efficiency and add value.
- 32. Our Capabilities Extensive technical skills and breadth of experience in Microsoft technologies; specialising in SharePoint, .NET and SQL Server. We are a Microsoft Gold partner and a partner of the Microsoft SharePoint Deployment Planning Services program, which requires ongoing certification and quality assurance of the work that we undertake for our clients. This partnership also provides access to an extensive network of technical tools, resources and expertise. All our senior consultants are accredited project managers, providing structure, control and confidence around the delivery of our solutions.
- 33. Questions
Editor's Notes
- #2: Introduce Our Selves and Discuss our Roles
- #4: With three separate teams combining to form the new finance community. This included: Finance Strategy BISC Alignment of the these Departments created the Finance Services joining together as the Finance Hub.
- #6: The CIE for us was very much about the bigger strategy
- #7: We started to think about the modular strategy as a way to slowly deploy the SharePoint 2010 platform while migrating off the Lotus Notes solutions we have in place. You will see in the proof of concept that SharePoint is used as a layer to talk to Lotus notes applications. The Modular approach allows us to begin the journey in a slow fashion while still maintaining the legacy back-end but a modern user interface.
- #18: The Strategy here is about understand the users. Power Pivot gives the user an incredible amount of power. For example today we have performance issues with users where they tend to extract a large amount of data to expose it to excel for further analysis. This extract causes a lot of performance issues and users download a lot of unnecessary data. The view is to have better control and management of users behaviour.
- #19: Our strategy in introducing Self- Service BI will be about understanding the users. For example our Cube is currently hit by users who pull extracts out of it into excel dramatically effecting performance. The preference would be to only update the data that has changed rather than pulling a huge extract. So as we move to self-service BI we will focus on control and mgt of user behaviour in order to ensure better controls around the way data is accessed.
- #24: We spend a lot of time documenting project professional and the issue is it is difficult to find.
- #25: This will allow valuable IP to be more readily available.