CCX-AnalyticsSolid information for sound management

CX - MIS and Analytic Reporting Diagnostic

Comprehensive assessment of business needs for MIS;Develop Project Plan and Business Case

Essential questions addressed before ►initiating MIS project or solution

Documented business requirements ►

Evaluation of requirements vs. industry ►standards

Industry expert review and ►recommendations

Completed project plan ►

Business case for the proposed solution ►

CCX-AnalyticsSolid information for sound management

ISSUE: MIS Problem and Requirements are Unclear

What is the business problem that needs to be solved?

Why is existing management information insufficient?•

What are the deficiencies with MIS and how do these impact the business?•

What does the ideal MIS situation deliver to the business?•

How to solve the problem - Business Questions:Scope• - Which functional and geographic areas are to be included?Know what needs to be known• - What are the business questions to answer?Understand how to measure results• - What are the performance metrics and how are they defined?Benchmark performance• - How can results be compared to peers?Resources focused on analysis instead of programming• - How should reports and analysis be produced?Insure regulatory compliance and accuracy• - How will analytic data be validated?Define the new business process• - Who is responsible for each task and SLA?Project setup and management• - How will the project be initiated and managed?Documentation• - Are the business requirements complete and signed-off?Resources• - Does the organization possess the staff and expertise?Ownership• - Who is the accountable executive driving the project?

How to solve the problem - Technical Questions:Data• - What data is required and how will it be sourced?Data design• - How should data be stored?Systems hardware • - Will existing systems support the requirements?User software tools• - What tools are best suited to meet requirements?Industry experience• - Is expertise sufficient to design and implement solution?Resources• - Are there sufficient internal resources to execute project?Operations• - How will solution be maintained after implementation?

Addressing these questions is critical beforeinitiating an MIS solution or project

SOLUTION: CX-MIS and Analytic Reporting Diagnostic

Step 1: InventoryThis phase of the work focuses on detailed documentation of the existing environment. CX-Analytics insures the business problem is specific and well understood. Further, business require-ments, technical resources, existing costs and the existing technical environment are documented. All client policies, procedures, constraints and standards which will significantly affect any solu-tion are compiled.

Step 2: AssessmentThe Assessment phase of the diagnostic com-pares a client’s requirements to both industry standards and their existing environment. CX-Analytics then augments these requirements with additional recommendations based on its expertise and experience. The output is re-viewed with the client and any adjustments are made before proceeding.

Step 3: Action PlanThis phase of the work focuses on building a recommendation and plan to deliver the output from Step 2. A detailed list of specific project deliverables is compiled which, when implement-ed, will meet the requirements. These recom-

mended deliverables will include components addressing data, tools, processes and infrastruc-ture. They will also include specific analytic reporting requirements to address the business problem. The deliverables are aligned against the client’s key business imperatives or priorities. CX-Analytics will also prepare a target operating model for the proposed solution. A mid-level, pre-inception project plan is prepared which includes any recommended project phasing. A project management approach is tailored the to client’s specific situation.

Step 4: Business CaseThe last phase of the Diagnostic creates a busi-ness case for the client. Costs are compiled and detailed as granular as possible. Benefits are summarized into “hard”, quantifiable P&L cost or revenue opportunities, and “soft”, process-relat-ed items. CX-Analytics offers optional services to develop a more detailed business case based on specific client requirements. In addition, CX-Ana-lytics can prepare a client-specific project initia-tion and approval document. A complete setup of documentation for the Diagnostic Project is delivered.

CX-Analytics staff have fifty yearsof combined industry experience

1. Inventory

• Business requirements

• Data repository

• Analytic tools

• Business process

• Business knowledge

• Full documentation

• Cost of current environment

• Assessment vs. industry standards

• Assessment vs. business requirements

– Tools

– Data

– Business process

– Business knowledge

• Identify business imperatives

• Expert recommendations

• Detailed deliverables

• Target operating model

• Project plan

• Client consultation

• Business case completed

• Hard benefits

• Soft benefits

• Detail costs

• Full Diagnostic Project documentation

• (Opt.) Client specific business case content

• (Opt.) Project Initiation

2. Assessment 3. Action Plan 4. Business Case

6 – 8 Weeks

Principal OfficeCX-Analytics, LLC2555 Meridian Boulevard, Suite 350Franklin, Tennessee 37067-6372 USA +1.615.261.9600

www.cx-analytics.com

info@cx-analytics.com

About CX-Analytics

CCX-AnalyticsSolid information for sound management

CX-Analytics was founded in January 2007 by Keith Coulter. The company specializes in analytic report-ing software for the card and loan industry, built by people who have extensive hands-on management experience at all levels of the credit card and unsecured loan business.

CX-Analytics offers a suite of analytic reporting and modeling tools for consumer lending, commercial lending and credit card portfolios. These tools (CX-Management Analytics) utilize detailed functional data in combination with CX-ALP to deliver comprehensive analytic reporting. Our products and ser-vices include:

CX-Account Level Profit (CX-ALP), a profitability management system for consumer and commer-• cial lending portfolios

CX-Management Analytics, structured reporting systems for each operational component of the • typical card or lending business process

Portfolio profit forecasting models, including both program-based NPV models and portfolio • planning models

CX-Management Information and Analytic Reporting Diagnostic, an assessment and planning • service

Specialized business consulting and implementation assistance•