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BCU Delivery TransformationBrian KaminskiJordan Mueller

Building the BCU Foundation

Determined BCU’s Maturity

We assessed our maturity across people, processes, and tools…


Changing the way we manage demand

Demand Tunnel Demand Funnel


Goal: Establish a best in class PMO framework that aligns IT with the business and delivers high-valued solutions.

Ad-HockL - 1

RepeatableL - 2

DefinedL - 3

People

Process

Tools


Goal: Establish a best in class PMO framework that aligns IT with the business and delivers solutions that exceed expectations.

Foundational Building blocks:

Financial Management

Demand Management

Accountability Resource Management


Financial Management – refine project selection through business case development & investment council governance.

Business Cases

Investment Council

KPI Tracker


Financial Management – track expenses and benefits throughout the project portfolio lifecycle.

8

3012.INV.Dialer for Outbound Sales

Expense Type Business Case Plan Delivery Plan Delivery YTD Actual ForecastInitial Capital Expenses 32,000$ -$ -$ -$ Initial Operation Expenses -$ -$ -$ -$ Ongoing CAPEX+OPEX 1,800$ -$ -$ -$

Project CostsInternal Resource 14,239$ 13,580$ 15,260$ N/AExternal Contractor -$ 2,880$ 320$ N/AExternal Vendor 17,761$ 17,761$ 21,731$ N/ASecurity -$ -$ -$ N/AHardware -$ -$ -$ N/ASoftware License -$ 1,100$ 1,100$ N/AMaintenance Agreements -$ -$ -$ N/A

Total Cost 32,000$ 35,321$ 38,411$ 37,649$

BenefitNet Present Value (NPV) 317,000$ 317,000$ 317,000$ 317,000$ Cost Type PLAN/ACT FEB MAR APR MAY JUN Totals

Internal Resource PLAN 1,470$ 2,940$ 5,810$ 2,660$ 700$ 13,580$ Notes: ACTUAL 2,240$ 2,030$ 4,480$ 4,900$ 1,610$ 15,260$

External Contractor PLAN -$ -$ 160$ 2,480$ 240$ 2,880$ ACTUAL -$ -$ -$ 320$ -$ 320$

External Vendor PLAN -$ -$ 5,920$ 5,920$ 5,921$ 17,761$ ACTUAL -$ -$ 4,715$ 12,864$ 4,152$ 21,731$

Security PLAN -$ -$ -$ -$ -$ -$ ACTUAL -$ -$ -$ -$ -$ -$

Hardware PLAN -$ -$ -$ -$ -$ -$ ACTUAL -$ -$ -$ -$ -$ -$

Software License PLAN -$ -$ 1,100$ -$ -$ 1,100$ ACTUAL -$ -$ 1,100$ -$ -$ 1,100$

Maintenance Agreements PLAN -$ -$ -$ -$ -$ -$ ACTUAL -$ -$ -$ -$ -$ -$ PLAN 1,470$ 2,940$ 12,990$ 11,060$ 6,861$ 35,321$

ACTUAL 2,240$ 2,030$ 10,295$ 18,084$ 5,762$ 38,411$ FORECAST 2,240$ 2,030$ 10,295$ 18,084$ 5,000$ 37,649$ VARIANCE (770)$ 910$ 2,695$ (7,024)$ 1,099$ (3,090)$

We ended up slightly over plan on the baselined budget of $35,321 - final $38,411.However, within that total, our external vendor cost has gone above the original budget.Avtex had some additional work that will put them approximately 20 hours over budget for a total of around $21,731. This is primarily due to some additional research around documenting the existing campaign setup rules and fixing a problem with the call status updates to Akcelerant. In addition, the recent phone system upgrade in late 2015 resulted in some table changes in dialer and these needed to be adjusted in order to get the call statuses into Akcelerant correctly.

$1,470 $2,940

$12,990

$11,060

$6,861

$2,240 $2,030

$10,295

$18,084

$5,762

$2,240 $2,030

$10,295

$18,084

$5,000

$-

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

$16,000

$18,000

$20,000

FEB MAR APR MAY JUN

3012.INV.Dialer for Outbound SalesPLAN ACTUAL FORECAST


Demand Management – Register the project requests in demand entry and begin aligning resources to high-value projects.

Demand Intake

Portfolio Road-Map

Capacity Planning


Resource Management – Determine resource capacity, estimate projects by role, and allocate resources to work.

Time Entry Capacity Planning Resource Allocations:Inv. vs. KTLO


Accountability – Provide governance and measure performance to increase visibility to scope, schedule, cost, and quality.

Gated Governance

Executive Dashboard

Status Reporting


Accountability – Perform Lessons Learned for continuous improvement

Capture and track stakeholder feedback on completed projects.


Goal: Establish a best in class PMO framework that delivers solutions and exceeds expectations.

Re-engineered our operations

Focus work on value

Established the PMO Framework

Virtual Infrastructure Project (VIP)Washington State Employees CU

David LuchtelVP-IT

Agenda

• What is it?• Why did we doing it?

• Strategic value• Cost benefit

• Q&A

What is VIP?

• Next phase of infrastructure virtualization • Servers were virtualized beginning in 2009• Private Cloud -> network and security devices

• Solution:• VMWare NSX

• Network Virtualization• Hypervisor firewall

• F5 Global load balancing• Load balance external connections and Tier 1 apps across data

centers

Server Virtualization 2009-2011

1 PhysicalVMware Host

20 Physical Servers

20 to 1 Physical Consolidation

Virtual Server Guests

Why are we doing it?

• Our Requirements are Changing• Security requirements increasing due to regulator

scrutiny and data risk• Time to market is critical• Need to do more but without adding FTEs• Be cloud ready



DMZ

App1 App2 App4

PhysicalVMware Host

Trusted

PhysicalVMware Host

App3

Adapting the current flat network…


FW1 FW2 FW3 FW4

DMZ


PhysicalVMware Host

App1 App2 App3 App4PhysicalVMware Host

Member Data PCI DataTrusted

PCS Data ??

Deploy hardware…

Physical Networkbecomes costly and complex!

Virtual Network



PhysicalVMware Host

App1 App2 App3 App4PhysicalVMware Host

FW FW FW FW FW FW FW FW

FWFW

FW

FW

FW

FW

DMZ

Trusted

FW

Member Data PCI Data

PCS Data

Virtualizing the network creates flexibility

... and security stays with data regardless of location!

FWFW

FW

PCI Data

Infrastructure Virtualization BenefitsWithout Virtualization With Virtualization

Availability & DR:- Increase firewall capacity

- DR test: reroute network

- 2 - 4 wks to purchase & deploy h/w- 4-6 hours of manual effort

- < 1 min to add resources to virtual guest firewall- <90 seconds fully automated

Flexibility & Agility:- deploy app network - 1 - 2 days to configure - < 1 hr to create & deploy

Security: - secure application with granular controls- create firewall ruleset

- 2 - 4 weeks to purchase & deploy hardware- 1+ hrs to evaluate & deploy

- < 2 hours to validate & deploy virtual firewall- < 15 min to validate and deploy

Cost Savings1:- Capex- Opex- Operations FTE deferral

- Status quo lifecycle + growth- Status quo M&O- Add .8 FTE yearly

- Save 8% over 5 years- Save 13% over 5 years- Defer 4 FTE hires

NOTE 1: VMWare Consulting performed a 5yr ROI study in February-April 2015

Why are we doing it?• Capex cost benefit

• $580K to implement, saves $116k over 5 yrs• Do nothing option will still cost $303K in 2016

-$400,000

-$200,000

$0

$200,000

$400,000

$600,000

$800,000

Yr1 Yr2 Yr3 Yr4 Yr5

Capex w/VIP Spend

Capex Current Capex VIP Capex Spend

Why are we doing it?• Opex cost benefit

• Flattens opex spend• Repurpose resources for business value work

0

2

4

6

8

10

12

14

16

0

500000

1000000

1500000

2000000

2500000

Yr1 Yr2 Yr3 Yr4 Yr5

OperationsOpex Comparison / Operations FTE Focus

Opex Current Opex VIP FTE Current FTE w/VIP

PREDICTIVE ANALYTICS WITH INSIGHTS AT THE SPEED OF DATA

PRIVATELY HELD650+ CUSTOMERS WORLDWIDE

ABOUT SMA

SINCE 1980

DELIVERING ACTIONABLE INSIGHTS TO OPERATIONAL TEAMS

INSIGHTS AT DATA SPEEDS• What do you really want from your data analytics?

• Nice graphics, pretty charts, trends and predictions, … Yes• Also…

• Cloud based – minimal infrastructure requirements• Ability to learn new data sources automatically• Ability to learn what’s normal• Real insights in real time• Integration - Actions for operational teams• Data views tailored to your business needs• Customized but quick to implement• Secure – no private data• Analytics as a Service!

All data and views you will see in these slides are based on ral data but are obscured to comply with data privacy and confidentiality rules.

INTRODUCING ASCERN

ASCERN• Predictive analytics and anomaly detection• Business Intelligence with learning capability• Cloud based service with no disruption and no infrastructure changes• Insights into behavior, sales, costs, risk and much more …• Customized but quick to implement • Customizable metrics• Fully managed

Interfaces directly to OpCon for actionable insights or next best action.

ASCERN IN ACTION

UNDERSTANDING THE VALUE• Solve issues before they become problems• Better planning

• Empowering teams• Insightful automation

DATA MANAGEMENT

ELASTIC AND SECURE• Transactional data (all industries)

• 20m+ records/day• 3m+ items of data/day• Up to 140m records/15 min period• Up to 1,000 to 1 compress

• Handles data extract from anywhere, only in country movement of data

• Full data compliance/governance – not using private data• No infrastructure changes, No disruption• Integrated with OpCon for next best action• Private cloud• Secure and audited

INSIGHTS EVERYWHERE

BANKING• Compliance reporting as a service

• Trade analysis, surveillance alerts

• Virtual Server optimization

• Trend analysis

• Which tellers/traders have unusual activity?

• When is cash forecasted to run out in branch or ATM?

• What abnormal activities should I know about?

• What is the peak rate of cash withdrawal?

• When will our new campaign hit it’s target of new customers?

• And many more…

INSIGHTS EVERYWHERE

RETAIL• Fraud detection• Business risk analysis

• Activity and resource analysis• Point of Sale (POS) metrics• Goal tracking

ARCHITECTURE

SECURE• Tableau interface via SSL/HTTP• Internal requirements – Proxy which collects

data via SQL, native, SQL logs, web services, anything

• Transfer only via 443 Secure FTP• Full redundancy pairs in cloud• All software self-updating!• All data private protected by ACL at DB, FW and

App • No confidential data is held in Ascern or Cloud

welcome to the tech oscars - cuna councils...accountability – perform lessons learned for...

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