BAMBI Business Activity Monitoring and BI Business Activity

BAMBI – Business Activity Monitoring and BI

Business Activity Monitoring & BI(BAMBI) What do you want to see? Numbers… Activity… Anticipated Action. . .

Business Activity Monitoring & BI(BAMBI) • What is it? • More importantly, what would you like it to be? • How are you leveraging the information you have to drive your business, motivate your people, measure your goals, monitor your progress, track your success and deliver on your “promises” etc…. • Let’s look at and talk through some ideas, scenarios and business drivers

Business Activity Monitoring & BI(BAMBI) # Users # Members % Growth Average Tenure Members Products u N Transactions # Logins $ Volume $ Paid # Users RDC # Checks Deposited # Bills Paid # Billers Transactions # Users % Growth Bill Pay # Logins s r e b m Transactions Mobile Banking Home Banking % Growth # Active users # Members $ Volume of Transactions # Logins Transactions # Cards Debit Cards Signature Rewards

Business Activity Monitoring & BI(BAMBI) Statement Process Statement Cycle 7 Statement Cycle 21 Statement Cycle EOM ACH Process Monday Tuesday Wednesday Thursday Friday Generation 3/7/2013 Date Time Credits Posted 4: 30 am Time Printed 3/9/2013 Date Time Payroll Posted 4: 40 am Time e. Statement 3/10/2013 Date Time 5: 10 am Time 5: 30 am Time Mailed 3/11/2013 Date t ra Debits Posted e p Time O s n io Transfers Posted Status ALTINS Posted e. Delivery Help Desk Miser Online (Time): ALTIN Name IB: Logins Agents Available: PRODMISER: ALTIN Name CUPAL: Logins Tickets Worked: PRODATM: ALTIN Name Mobile: Logins TS User Count: BI Refresh: ALTIN Name Bill Pay File Sent:

Business Activity Monitoring & BI(BAMBI) High Medium January February March April May June July August September October November December ACH ACH ACH ATM ATM ATM IB IB IB MB MB RDC RDC rv MB MB RDC RDC MISER Desktop MISER Desktop MISER Desktop SLA SLA SLA Low Bad e S IB MB e c i ATM IB y t i l a u Q

Business Activity Monitoring & BI(BAMBI) l ve ACH High Medium Website Low Bad e L t Miser Desktop s u r T ATM Customer Trust Remote Deposit Home Banking Mobile Banking Loan Origination

Business Activity Monitoring & BI(BAMBI) i. DASHBOARDS

Business Activity Monitoring & BI(BAMBI) MS Performance Point

CK 7 - Ba , 0 l 5 00 -4 , 5 l 1 Ba 99 99 , 4 00 -1 00 -4 l 1 l 5 Ba -9 099 l 1 , 9 99 0 0 Ba 19 l 2 , 9 0, 99 00 0899 CK , 9 Ba 99 l 1 00 , 0 00 + CK 6 - CK 5 - CK Ba Ba l 0 30. 00% 4 - CK CK 2 - 0 Total Ba 15. 00% CK ha n 25. 00% 1 - s. T es l. L Ba New Member Checking Balances 3 - CK 5. 00% 0 - 0 -CK Bal Less Than 0 1 -CK Bal 0 -9 2 -CK Bal 10 -99 3 -CK Bal 100 -499 4 -CK Bal 500 -1, 499 5 -CK Bal 1, 500 -4, 999 6 -CK Bal 5, 000 -19, 999 7 -CK Bal 20, 000 -99, 999 8 -CK Bal 100, 000+ Business Activity Monitoring & BI(BAMBI) Excel and Pivot Tables Total Member Checking Balances 25. 00% 20. 00% 10. 00% 15. 00% 1 -Community Charter Members 0. 00% 2 -New TIP Charter Members 10. 00% 3 -Legacy TIP Charter Members 4 -Merged Members 5. 00% 0. 00%

Business Activity Monitoring & BI(BAMBI) Excel and Pivot Tables 35000 Total Members who Live Nearby a Branch and National Contact Center Usage 2012 – Number of days called the 30000 25000 1 -Community Charter Members 20000 2 -New TIP Charter Members 15000 3 -Legacy TIP Charter Members 4 -Merged Members 10000 5000 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Business Activity Monitoring & BI(BAMBI) Excel and Pivot Tables 35. 00% Total Members who Live Nearby a Branch and Branch Usage 2012 – Number of days visited a branch 30. 00% 25. 00% 20. 00% 1 -Community Charter Members 2 -New TIP Charter Members 3 -Legacy TIP Charter Members 15. 00% 4 -Merged Members 10. 00% 5. 00% 0. 00% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Business Activity Monitoring & BI(BAMBI)

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