Automation @ KiwibankBohdan SzymanikEnterprise Architecture Manager, Kiwibank

Agenda

1. Some background

2. Delivering to people

3. Managing work (workflow)

4. Automated decisions making

5. Implementation and demonstration

6. The future

1. BACKGROUND

Building For An Unknown Market

2002 @

Launch

•No customers•Speculative requirements

2003-2006

•Many customers!•Many products•Know what customers expect•Many intelligent agents (=people)

Kiwibank and 2007

Processes

understood

Time to automate

!

What Are The Challenges?

Standalone Apps

Mac/Windows GUI & Drag & Drop

Single User Directory

Office Platform

Usernames &

Passwords

Complex

Import/Export

Duplicated Functionalit

y

A history of overcoming integration barriers

Duplicated Functionalit

y

What You Need

Automation Functions

Deliver to people Manage work Make decisions

Platform Components

Communications

Workflow

Decisioning

Data

Pre

senta

tion

Busi

ness

Serv

ices

Data

Serv

ices

Pro

duct

Engin

es

Business Metrics Reporting

Security

Microsoft As A Platform Vendor

Windows OS

Data Management

Programmable Runtime

Workflow + Decisioning

Office Worker Interfaces

2. DELIVERING TO PEOPLE

UIs Are Everywhere

3. MANAGING WORK

Workflow

Windows

Workflow Foundation

Microsoft CRM

Microsoft Dynamics

Microsoft Sharepoint

Microsoft Biztalk

Customer Bespoke

Designers, State, Activities

4. MAKING DECISIONS

Decision Making

Rules Statistics

Statistical Approach: SQL Server DMX

Data Mining eXtensions

Algorithm Matrix

Time Series

Sequence Clustering

Neural Nets

Naïve Bayes

Logistic Regression

Linear Regression

Decision Trees

Clustering

Association Rules

Classificatio

n

Estimatio

n

Segmentation

Associa

tion

Forecasting

Text Analysis

Advanced Data

Exploration

Process Improvement: Six Sigma

Define

Measure

Analyse

Improve

Control

Kiwibank Platform Evolution

2002

2003

2004

2005

2006

2007

Services Programmable Platform

Storage Hardware Workflow

20TB SAN

MOSS2007

Ver 1 Services

Ver 2 Services

Ver 3 Services

URL Switching

Imaging

Document Storage

XML Statements

Biztalk 2004

Biztalk 2006

Operational Data Store

.net Clients

VB6Universe

Core Bank

Workflow Foundation

.net 1

.net 1.1

.net 2

.net 3

Gbit Switching

200GB SAN

2TB NAS

5. IMPLEMENTATION AND DEMONSTRATION

International Services

International Services

Citi

Workflow Foundation

Team Intranet

List Manager

Documents Data

Workflow Host

Task / Queue

Management

User Manageme

nt

Application Delivery Team Site

IT Wiki

(Complex) Evolutionary Tree

2000

2001

2002

2003

2004

2005

2006

2007

1999

Content Mgmt

Search Collaboration

BI Workflow Decision Making

SiteServerSQL 2000

SQL 2005

SQL 2008

Biztalk 2000

Biztalk 2004

Biztalk 2006

Sharepoint Team

Services

Sharepoint Portal Server

WSS 2SPS 2003

BSM

WSS 3

Microsoft Office Sharepoint Server 2007

Workflow Foundation

Enron, WorldCom

, SOX

Content Management Server

WSS 3

Wikis, Blogs, Web 2.0

Portals,

Content Mgmt

Fraud Case Book & Architecture Review

demo

MOSS

And more... workflow

Retail counter activities

• Deposits and withdrawals

Bulk application loading

• Cards and loans

Retail device management

• PIN reader/writers

Lessons from the bank

Sell The Idea

Demonstrat

e

Gain attent

ion

Reinforce

Chicken Or The Egg

New technology

Need to learn how to apply

No time to learn

Concern over risk

Avoid change

Allowing Innovation To Occur

Avoid projects

• How can you define a project when outcome is unknown?• Agree R&D opex up front (20%)

Avoid conforming influences

• Sell ideas vigorously

Avoid incubators

Platform Infrastructure

Deliverable

Component

Component

Missing component!

Component Component

7. THE FUTURE

Self Learning Processes

Create Model Based

on History

Predict Outcome

Human Confirmatio

n

Feedback to Model

Future Scenarios

Behavioural Management

Customer

Initiated

Workflow

Prospect Management

Outbound Lead

Generation

Resources

http://bohdanszymanik.blogspot.comhttp://www.kiwibank.co.nz

Evaluation Forms

Questions?

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