1. Business Intelligence Implementation at By Harsha Gunnam Kalpesh Jain Vinod Nanthan Arvind Shankar Sriram Srinivasan Special Thanks to: Dr. Sudha Ram Mr. Ray Desmond Ms. Anna Klyuchik
4. Process Flowchart 06/09/09 MIS 587: Business Intelligence Contact Lead Submission of Loan Application Loan Appraisal Loan Underwriting Approval of Loan (Underwriting Approval) Closing of Loan Completion of Loan Gather Lead
5. Need for BI 06/09/09 MIS 587: Business Intelligence “ Let's consider a mid-size mortgage company with two channels (Wholesale and Direct via Web Site), 1,200 brokers and 10 Web reference sites, 22 products, borrower's demographics classified in 16 profiles, 8 processing teams, 4 warehouse lines and 14 active investors. That's 1,210x22x16x8x4x14, or almost 200 million possible combinations.” Source :www.intelli-mine.com
6.
7.
8.
9.
10. Star Schema Branch Branch_Key (PK) Branch_ID Branch_Name Branch_City Branch_State Customer Satisfaction – Fact Table Branch_Key (FK) Loan_Key (FK) CSI Leads – Fact Table Branch_Key (FK) Lead_Source_Key(FK) Salesperson_Key (FK) Status Loan Processing Time – Fact Table Loan_Key (FK) Staff_Key (FK) Processing_Time Loan Details – Fact Table Loan_Key (FK) Branch_Key (FK) Salesperson_Key (FK) Calendar_Key FK) Customer_Key (FK) Investor_Key (FK) $amount Revenue Loan_Cost Lead Source Lead_Source_Key (PK) Lead_ID Lead_Desc Lead_Type Lead_State Lead_City Lead_Cost Salesperson Salesperson_Key (PK) Salesperson_Name Salesperson_City Salesperson_State Salesperson_ID Status Date_of_Joining Loan Loan_Key (PK) Loan_ID Loan_Completion_Date Loan_Closing_Date Loan_Orgination_Date Default Loan_Locking_Rate Loan_Product Loan_Purpose Calendar Calendar_Key (PK) Year Quarter Month Week Day Customer Customer_Key (PK) Customer_ID Name Phone_Number Street City Zipcode Credit_Rating Investor Investor_Key (PK) Name State City Investor_ID Branch Branch_Key (PK) Branch_ID Branch_Name Branch_City Branch_State Staff Staff_Key (PK) Staff_ID Staff_Role 06/09/09 MIS 587: Business Intelligence What is the revenue across different branches and across different loan products for a particular quarter? What is the revenue across an investor for a particular month? What is the loan amount by a sales person for a branch in a particular week? What is the number of defaulted customers across a particular credit rating for a particular year? What is the number of leads converted by a sales person by branch? Which campaigns are more effective? What is the average loan processing time across loan product at a particular step? What is customer satisfaction index by branch and by loan product?
11. Architecture 06/09/09 MIS 587: Business Intelligence Encompass Excel Sheets Other sources ETL Staging BI Tools DW Web/Desktop reports Dashboards
13. Dashboard 06/09/09 MIS 587: Business Intelligence Revenue by Sales Region - Quarterly Sales Region Revenue Profit Margin Corporate 2,325,000 5 River 2,525,000 3 Williams Center 2,725,000 4.4 Oro Valley 2,925,000 3.45 Kolb 2,025,000 2.3 Yuma 2,450,000 7.8 Phoenix I 2,800,000 5.1 Country Club 3,295,000 2.5 Phoenix II 1,525,000 2.9 Top Loan Officers/Sales Person by Region Sales District Sales Representative Revenue Target Quota Corporate Alec Berg 550000 325000 Corporate Bonnie Zastrow 350000 325000 Broadway Carole Alaniz 400000 325000 Broadway Danny Leavitt 350000 325000 Country Club Alec Berg 225000 325000 Country Club Gerald Blubaugh 450000 325000
14. Implementation Plan 06/09/09 MIS 587: Business Intelligence * Estimates Task Deliverables Resources* Time Period* Status Strategic Analysis BSC Eller Consultants (5) 45 days Complete Conceptual Design Star Schema Eller Consultants (5) 15 days Complete Physical Design DW with schema loaded DW Consultants (2) 180 days Not Complete Dashboard Design Dashboard and Reports BI Consultants (2) 90 days Not Complete Testing & Training Test Plans and User Manual QA (2) 90 days Not Complete