CITI GDOS BI OLAP Partnering with HCL

March 7, 2011

Governance Model
HCL

CITI

Delivery & Sales Mgmt

GDOS Sponsors

Program Management
Value Partnership

SMT

Delivery Management
Solution Architect - Onsite

Engagement Owner

Application Owner Technical Lead and PM - Offshore Team Members Business Stakeholders

Enabling Layer

CoE

Resourcing Team

Project ORG

Project ORG- R&R

Role
Onsite Solution Lead/Coordinator

Primary Responsibilities
First contact point and single owner of the project delivery Create solution road map Participate in project planning, project ramp ups, estimations Plan KT sessions, schedule onsite-offshore meetings Contribute in training programs Analyze business requirements, technical requirements and lead the solution design and development May work for multiple projects at a time and help in preparation of the technology and architecture solutions for new projects. Would provide inputs to the Program Leader and the Business Analyst and help in preparation of the schedule and effort estimates based on the requirements of the business. Would participate in design reviews and provide inputs and solutions required for the respective projects. Design reviews Would report the status on activities to the respective program leader on a weekly basis or as defined / required by the program leader. Ensuring compliance to BI COE PMM process in all project implementations. Ensuring adherence and communication of standards and recommendation to QA for improvements / changes to these standards. Coordinate all aspects of the Program, including planning and control, putting plans into action, keeping everyone informed of plans, progress and issues, managing the team Work closely with other internal teams: Operations Team, Database Team, Architecture Team, QA Team, etc. Coordinate all aspects of the program with the Onsite Project Lead/Coordinator Work allocation and monitoring of task progress at Offshore. Attend reviews / Conference calls with Business and Onsite Project Lead Coordinates with OPS and QA team Attend weekly prioritization calls with Business and the offshore team Knowledge Transfer and training of offshore team members. Project & People management Escalation point for support related issues Handling Customer issues Weekly Status reporting to the Function Maintaining / preparing Metrics on Cases. CoE collaboration

Offshore Project Lead/Solution Lead

Project ORG R&R

Role
Business Analyst

Primary Responsibilities
Play role on as Business analyst in gathering business requirements and mapping them to the Data warehouse environment for large data warehouse implementations, or possibly multiple smaller projects Understand and document clients existing business functions and processes relevant to the project Support the scoping and planning of new projects along with onsite lead Facilitate the development of new strategies and business requirements to be enabled by BI solutions Design, development and Testing of MS AS and other BI solutions Create design document Create unit test cases and test strategies Prepare development and test environment Production deployment of the solution Version control Help onsite and offshore leads in estimating work packages Involve with CoE to provide any information related to PoCs and research work Follow CITI development standards and guidelines Create end to end Testing strategy for the solution Create test cases Functional testing along with Solution Leads and Business Analsyst System integration testing with the design and development team Maintain QA documents Quality Metrics tracking Create Reports on MS RS platform Design, develop and test MS RS reports Help OLAP developers to test cubes and data base designs Dashboards, drill downs and dimensional analysis Prepare GUI

OLAP Developer Offshore

QA Offshore

MS SSRS Developer Offshore

Program Review Forums

Forums Participants

Agenda

Strategic Governance

Steering Committee/Engagem ent Review (Quarterly)

CITI Executive Sponsor CITI BI Engineering Head CITI Program Manager CITI Service Lead HCL Delivery Head HCL Program Manager HCL Account Manager CITI BI Engineering Head CITI Program Manager CITI Service Lead HCL Program Manager HCL Construction Manager

Engagement Review Report Key Risks, Issues and Escalations Key Initiatives and Projections Capacity Analysis

Program Governance

Program Review Meeting nd Monday 2 (Monthly) Project Delivery Review Every Thursday (Weekly)

Monthly Engagement reports Demand Review and Capacity Planning Expected Demand Profile Summary of Issue, Risk and Escalation Logs Evaluation of Communication Needs Project Status Review Issue Logs Risk Register Escalation Details

Delivery Governance

CITI Program Manager CITI Service Lead CITI Project Lead HCL Construction Manager

Portfolio Governance

Demand Management Review Every Tuesday (Weekly)

CITI Program Manager CITI Service Lead CITI Project Lead HCL Construction Managers

Demand Management Dashboard Demand Capture Demand Evaluation Demand Scheduling Demand Log Review

Escalation Matrix

Escalation Levels

Level 1

Level 2
Delivery Manager Suresh Kumar & Srinath G

Level 3

HCL Offshore

Team Lead Vishal Singh

Delivery Head Citi Engagement and COE

HCL Onsite

Onsite Lead Rajesh Shori

DEM Shubhen

Reetesh Ghosh Abhishek Panthri

Citi

Application Owners

Engagement Owner

SMT

GRAM Long Term Model

Business/IT Alignment

1 2 4
Engagement Governance

Business Relationship Management

Strategy & Planning

Transformation Council

Demand Management
Demand Aggregation Demand Evaluation and Business Case Classification, Resourcing and Scheduling

Approved Work Requests Solution Delivery

POCs

Work inside major program

Independent requests

Implement Delivery Capabilities

Application Delivery

Projects & Sustenance Engineering Requests Governance Forums Capacity Management Capability Management Knowledge Management Stakeholder Management Performance Scorecard
CITI Component
Project Governance

HCL Component

CITI Project Owners/Team

Inputs Deliverables

HCL Delivery Team Dedicated Pool

Onsite Team Off Shore Team

CITI BI Lead Other CITI Interfaces

HCL Project Manager/ Lead

Shared Pool
Off Shore Team

Project Planning Resource Management Scope Management Schedule Management Project Reporting Delivery Management

Hand Over to Support 8

Project Metrics Steady State

KPI Measurement (Formula) / Description Percentage of deviation from the scheduled date for release. (Actual date - Estimated date) * 100 / Estimated date * If there is a scope change, estimated date is the revised estimated date. Percentage deviation from the agreed effort. (Actual Effort - Estimated Effort) * 100 / Estimated Effort * If there is a scope change, estimated effort is the revised estimated effort. Benchmark Goal 0% USL LSL 0%

10%

Schedule Deviation (Development)

4%

9%

-6%

Effort Deviation (Development)

Defect Leakage (Development)

Tracked for each release. UAT defects identified in the release 0.03 over the total defects (HCL and CITI) for the release. [No. of UAT defects reported by Customer] / Total no. of defects found (In-process defects + Delivered defects) Internal review effectiveness which describes the effectiveness of reviews in comparison with testing. No. of defects found in Reviews * 100 / Total No. of defects found in project Internal testing efficiency ratio which in turn describes the testing efficiency of the testers. Total No. of defects identified through Testing / Total Testing Effort (person Days) Overall satisfaction level of the customer. The feedback from the customer is taken on a quarterly basis. Scale of 1 to 5
9

0.06

70%

80%

60%

Review Effectiveness (Development)

1.7

1.4

Testing Efficiency (Development)

4.5 Customer Satisfaction Index (CSI)

5.00

3.56

Iterative Design and Development

Feasibility & Business Study

Function Model Iteration

Design & Build Iteration

Implementation Final Release

Concept

Business Case

SOW & Project Plan

Review SOW & Project Plan

Specification

Business Analysis

Feasibility Analysis

Requirements

Data Analysis

High Level Design

Detail Design

Design / Construction

Prototype

Build Iteration

Implementation

Review with Business

Feedback

Review with Business

Feedback

SIT and UAT

Go-live ! Installation

Project Monitoring & Controlling

10

Define SOP

Demand Management
Project Portfolio Adhoc Requests Priority Requests from Management Demand from Operations Team Demand from Transformatio n Council

Demand Sources

Demand Capture

CITI Program Manager CITI service Leads HCL Construction Manager

Weekly Demand Management Review

Areas and
Stakeholders

Demand Log Review

Impacted Yes

Business Imperative

Required By and Priority

Impact Analysis Demand Evaluation

CITI service lead / SME HCL Construction Manager HCL SME

Assigne d to Model?

Mapping Classificatio n

+/- 25% effort estimation

Business Case (ITOM Process)

No CITI service lead /SME HCL Construction CITI & HCL Manager Construction HCL SME Managers Detailed Requirement s and +/- 10% estimation

Procurement Process

Demand Scheduling

Capacity Evaluation

Capacity Available at the time of SD?

Yes

Schedule Project and Allocate Resources

HCL Construction Manager

No HCL Construction Manager

Process for Temporary Ramp up

HCL Construction Manager HCL Project Manager

Committed Value Adds

Sr No.
1 2

Value Add
Review of Design and Architecture with On-Site COE Lead GDOS Specific BI/OALP Training for all Resources Access to BI Innovation Lab, Non-Billable HCL Resources working on the GDOS project HCL COE Effort for GDOS BI/OLAP Activities

Effort/Resources Committed
2 successive sessions each quarter 3 Hrs each 5 Days/Resource

Objective
Review of Architecture and Blueprint Upcoming Technology Trends cross pollination of ideas Experimentation on new platforms and technologies Performance Improvement, Architecture and Roadmap

3 4

50 Hours/Quarter 80 Hours/Quarter

5
6

1 visit of onsite team member to offshore 1 week for KT/Knowledge Sharing/Team Training
Project specific training for Citi Employees

2 Person Week/Year
5 Days/Year/Resource for 2 Citi Employees

KT/Knowledge Sharing/Team Training

On-baording of Citi Employees into the Project

12

Other Value Adds

Create a long term charter along with the project team and CITI for projects success
Evolving to GRAM model Formal demand management process Metrics and KPIs Architectural review once every quarter from BI Principals Onsite

Inculcate Best Practices from similar BI engagements and MSBI platform; Resource rotation across other projects e.g. Axis Capital Joint planning of projects with the leads, CoE and BI practice to meet future demands on regular basis Leverage its partnership with MSFT to provide solution/guidance where possible and required. E.g. Platform issues and fixes

13

MSBI COE Support

The COE helps the project teams to work on their projects by providing: Standards Database design and coding standards

Naming standards for SSIS, SSAS and SSRS

Best Practices In designing and developing SSIS, SSAS and SSRS Templates for Requirement Specifications Data Profiling Database Design High Level ETL design Detailed ETL design Cube design Report design Bi-directional traceability matrix

MSBI COE Support Continued

Unit test plan System Integration Test Checklists for testing SSIS packages, SSRS reports and SSAS cubes Effort estimation SSIS Management Framework that contains Configuration management scheme Logging and Auditing mechanism

A reusable, customizable template package that reduces developers effort by around 25%
Knowledge Base Reference materials and blogs Knowledge repository

Dos and Donts

Training and Certification On tools needed for the project Video training materials Support to obtain Microsoft certifications

Microsoft Training Content

SQL Server Integration Services (SSIS) ETL Introduction SSIS Overview Control Flow Containers, tasks, precedence constraints, Connection managers Using variables Expressions Data Flow Task sources, transformations and destinations Event Handlers Transactions and Checkpoints Package Logging Troubleshooting and handling errors Package Configurations Deployment

Data Warehousing and BI Concept Refresher SQL Server Reporting Services (SSRS) Introduction Reporting Services Architecture Configuring Reporting Services Creating Tabular Reports Creating List Reports Calculations and Formatting Grouping and Sorting Parameters Matrix Reports and Charts Deployment and Security Report Manager overview Creating Cached Instances Creating Snapshots and Report History Using Subscriptions to Distribute Reports Report Builder Hands On Project: Real time scenario and project Evaluation

SQL Server Analysis Services (SSAS) SSAS Overview Data Sources and Data source Views Creating Cube and Dimension Dimension properties Attribute Relationships and Hierarchies Creating measure groups and measures Measures and measure group properties Dimension Usage, Perspectives, Translations and Actions MDX, KPIs and Calculations Measure group partitions, Storage Modes and processing modes Pro active Caching Aggregations Data Mining Security Deployment

16

Delivery Team Ready to Start

Role Onsite Lead and Sr. Architect Offshore Project manager Sr. Developer - Offshore Developer 1 Developer 2 Developer 3

Resources Rajesh Shori Vishal Singh Identified TBD TBD TBD

17

HCL BIS Practice Our Value Proposition

Vendor Partnerships
Strategic Partnerships with key BI Product vendors like Microsoft, Oracle, SAP, SAS, Informatica and IBM

Lower TCO

End to End Solutions

Better Time to Market

Thought leadership

Enterprise Visibility

Solution Accelerators
iDEA framework for Consulting Approach, BI Competency Centre including frameworks for People, Processes, Governance and Infrastructure, Feeds Factory framework Reporting Factory framework

18

Microsoft BI Capability Overview

Gold Certified Partner

Technology

Resource Strength

Partnership

Expertise - Solutions/ Frameworks/ Key Work done

End-to-End Development and Support in Microsoft DW Tools Business Reports and Dashboards

Microsoft BI

175+ professionals

Gold Certified Partner with Microsoft

Developed data Integration package with Microsoft DTS, SSIS

Developed Customized DSS models using Microsoft OLAP Services Developed Forecast and Time series Data Mining solution using Microsoft Data Mining Algorithms

19

Solution Accelerators

20

Enterprise Reporting Framework

Metadata Management

Enterprise Security Framework

ERF Core Processes

ERF Reference Architecture

Foundation Processes
EDM/ Integration/ Data Quality/ MDM

Enterprise Information Model BI Applications

Dashboards/ Operational Rep./ BI/ OLAP

Enterprise Security Framework Metadata Management Supporting Processes

Estimation Models Centers of Excellence QA & Testing Hardware Sizing Standards and Templates

21

Roadmap for BI

Optimization
Lvl4 Lvl3

Prediction Forecasting

Predictive modeling and analytics

Forecasting, what if, scorecards, dashboards

Discernment

Lvl2

Analytics
Lvl1

Conditional Alerts, OLAP/MOLAP, Visualization tools

Reporting

Adhoc Excel Reports, Canned Reports, Search tools

Tactical

Business Value
22

Predictive