five reasons why you need to engage your business users when implementing an enterprise report...

© 2015 Lloyds Banking Group plc and its subsidiariesConfidential

Five Reasons Why You Need to Engage Your Business Users When Implementing an Enterprise Report Management (ERM) Strategy

Derick Percival

Mainframe

• Lloyds Banking Group

• Mainframe Content Product Owner

• MFX19S


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For Informational Purposes Only Terms of this Presentation


ENGAGING BUSINESS USERS WHEN IMPLEMENTING ERM SYSTEMS

Derek Percival, Mainframe Content Product Owner, Group IT

November 2015


Abstract

4

Developing an Enterprise Content Management (ECM) strategy is the easy part.

Implementing and rolling out such a strategy that has the potential of touching hundreds, and in some cases thousands, of business users is the challenge.

With over thirty years experience working with CA Technolgies’ ECM solutions, Derick Percival from Lloyds Banking Group explains why it is imperative that IT understands the needs of the business when embarking on a strategy and how engaging at the right time, can only lead to greater collaboration between IT and their users, improve business practices which in turn, will result in greater productivity and overall cost saving.


Agenda

5

1. Introductions to:

– Derick Percival, Group IT, Lloyds Banking Group

2. Strategic Solution:

– Consolidating venders

– Three years in the making

– Roll out View, CA Deliver™, OM Web Viewer and CA Spool™

3. Business View

– Involve your customers Improve Business Practices and reduce manual processes

4. Question and Answer Session


Lloyds Banking GroupWHO we are and what do WE DO?

6

Lloyds Banking Group

Operating a multi-brand strategy

The UK’s Largest financial Services Group with over 30 million customers and a presence in nearly every community

© 2015 Lloyds Banking Group plc and its subsidiariesConfidential 7

GROUP ITA Technology Division That Supports All Brands Across The LBG Group

26,000

Group IT supports+11

Million online banking users

including over 6 million

active mobile users

2.8

Billion payments being

processed in 2014

Telephony

calls across

UK Call

Centres

Desktops and laptops

Servers

Business

applications

across the Group

High

Street

branches

ATM’s across the UK

130m145,000

3,000

c2,200

c5,500

1.2

Billion logons to

Internet Banking


Responsible for the installation and maintenance of the CA Output Management Products, since 1988.

Act as the Lloyds Banking Group Product Owner in the Output Management space.

Currently holds the position of President of the UK CA Output Management User group.

31 years experience, principally gained in a technical / operational environment in financial organisations utilising IBM zPlatform mainframes.

Large projects include the consolidation of print centres, and the creation of a second-site disaster recovery capability.

A bit about meName: Derick Percival

Job role: Mainframe Content Product Owner


Areas working together:

– Delivery of CA Output archives

– Report delivery to the Head offices and Branch network using CA Deliver™

– Electronic viewing of the reports where paper is not required (preferred method) via CA Output Management Web Viewer

CA Technologies is one of our strategic partners for ECM solutions

Lloyds Banking GroupWorking together since 1988


This is a part of Lloyds Banking Group simplification initiative programme – standardise on a ‘signal vendor’ report and print

management solution

Strategic Solution – Objectives


Strategic Solution – vendor consolidation

11

Single print/archive solution:

• Reduce maintenance overheads

• Maximise ROI and optimise use of capacity working together

Reduce Costs:

• License fees and resources

• ‘View don’t print’ group initiative

Green Initiatives:

• Monitor and report on green savings to whole company

Improve Service & Processes:

• Alternate methods to print

• Deliver based on customer needs

• Improvements in business processes

• SLA Compliance

Part of Lloyds Banking Group simplification initiative program – standardise on a ‘signal vendor’ report and print management solution:


Strategic Solution –vendor consolidation

12

Deliver

• Enable us to deliver reports in the most cost effect manner.

• Email interface to CA Spool™ (attachment or URL)

• Copy to CA View for archival / on-line viewing

• If print required, only print what is actually required

WEB Viewer

• URL ease of use

View

• Promote on-line viewing

• Indexes for quick access

• Utilise logical viewing for business presentation

• Annotations for auditing

CA Spool

• Alternatives to print

• Email attachment, URL to CA View Web Viewing

Multi Vendor Reduction


“If you don’t understand your environment and user attitudes, how are you going to identify the opportunities and challenges to address.”

Scope:

• What will you focus on (local, distributed, network printing)?

• Phased approach, starting a pilot, specific business areas, multiple sites?

• How many people will it effect?

• Need to seek approval?

All depends on complexity of your organisation.

Recommend a pilot – measure results, make adjustments before implementation

Business Review - Understanding your EnvironmentAssessment is the first and most critical step in developing your green IT action plan


Business View - Costs

14

Tangible Costs

• Printing (How much is printed, Cost per page/image?)

• Storage (Where are prints stored?)

• Delivery (How are they delivered, what cost?)

• Handling (Processes involved with delivering like van to mailroom to desk)

Intangible Costs

• Late / Non Arrival (What does this mean to the business?)

• Security (What happens if a report is not delivered?)

• Searching for Information

• Customer Satisfaction Levels

• Compliance

• Plus many more specific to your company.


C-level executives:

• IT organisation

• Employees

• Green leaders/organisation

• Facilities

• Procurement

Anticipate questions or objections people may have and frame your responses as benefits.

Draw on the expertise of your organisation’s internal communications team

Business View - Stakeholder Buy InFrom the outset, it’s critical to earn the support of internal stakeholders


By Utilising the WEB Viewer to create PPI cases we have improved the creation of these cases from 12 per day to 12 per hour.

The benefits to the bank are more productive processes and best bank for customers ratification.

How did we achieve this?

1. Rolled out CA OMWEB

2. New Procedures to replace scanning

Business View – Improving Practices


The challenges:

• DATA Separation

• Compliance issues resolved

The Benefits:

• Ring fenced operation and compliancy

Business View - Transitioning Bank Transitioning


Major Swap outs to one strategic solution from many

Business Engagements:

• What’s in it for us?

The difficulties:

• Buy in Costs

The Benefits:

• Fully compliant simple structure and support matrixes

Business View - simplificationSimplification


VPS/PC: Wintel / Connect Direct / Flat File (Used as transient router)

VPS/PC: Wintel / Monarch Sever / Rendering

CA Output Management Web Viewer

Simplification:

• Reduce Costs

• Improve business practices

• Fully compliant simple structure and support matrixes

Business View – Streamlining


Summary

20

1. Gather costs

2. Develop Plan

3. Promote it

4. Do it

5. Continually Measure, Revise and Report


THANK YOU

Any Questions?

21


Q & A


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