preparing to pivot - leadership within change
TRANSCRIPT
Preparing to Pivot: Leadership within changeBen Rogers
March 1, 2017
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Goals: To show you how to…
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Get the data you need to make the right decisions.
Get it quickly so there is time to make these decisions.
Implement required changes in a timely and efficient way.
“It is hard to be agile and pivot when you are stuck in a box.”
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© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
Three use cases and their challenges
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© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
The backlog
For example:— Applications— Cases— Change reports— Verification requests
Traditional analytics
Filter
Sort
Count
— Different views and reports of how much work there is.
— Limited ability to take meaningful action on the data.
Gives you:
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6Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates.
© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
The policy change2
For example:— Executive orders— Federal and state
regulations— Operational policy
Traditional systems
— Lengthy and often difficult system investigations.
— It is difficult to know what exactlywill happen.
Meaning:
Code not linked to policy
Finite regression tests
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© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
The known change3
For example:— Change in a key age— Expiration date
approaches— Known start/end date
approaches
Traditional systems
— It is difficult for staff and clients to plan ahead.
— Changes may be missed and inaccuracies may result.
Meaning:
Re-run later
Never re-run
X
Key techniques for success
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© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
Key techniques for success
Link business rules to the actual source policy.
— Build your business rules in a modern rules engine.
— Rules should be dynamic and able to handle changing data.
Policy Rules
Enrich real data by running these rules.
— Run rules against the entire population to get the most accurate results.
Enrichment before analytics.
Improve and repeat
Use the data to make decisions.
— Take action on the insights provided.
— Be proactive not reactive.
Pivot
10Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates.
© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
Key techniques for success
Link business rules to the actual source policy.
— Build your business rules in a modern rules engine.
— Rules should be dynamic and able to handle changing data.
Policy Rules
Enrich real data by running these rules.
— Run rules against the entire population to get the most accurate results.
Enrichment before analytics.
Improve and repeat
Use the data to make decisions.
— Take action on the insights provided.
— Be proactive not reactive.
PivotWhat needs to change.
What will happen.
How to handle it.
Demonstration
The techniques applied
13Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates.
© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
The backlog
For example:— Applications— Cases— Change reports— Verification requests
— What the real priority is.
— Different ways to tackle the work.
— Opportunities to automate and rapidly reduce the backlog.
Gives you:
1
Enrichment before analytics
14Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates.
© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
The policy change2
For example:— Executive orders— Federal and state
regulations— Operational policy
— See exactly what will happen from a policy perspective.
— Quickly change the affected rules.
— Be prepared: Take action ahead of time.
Meaning:
Policy Rules
Real data
15Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates.
© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
The known change3
For example:— Change in a key age— Expiration date
approaches— Known start/end date
approaches
— Clients and staff can better plan.
— Simple technical orchestration.
— Nothing slips through the cracks.
Meaning:
Rules are dynamic, not static
Not just a “point in time” decision. Rules are aware of
variables that change over time, and make retrospective and
future decisions.
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© 2017 KPMG LLP, a Delaware liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International limited l”), a Swiss entity. All rights reserved. NDPPS 652819
Regression testing
Data quality assessment
These techniques can help in a number of different scenarios, such as:
Other use cases: Discussion
Decision accuracy assessment
Fraud detection
Data conversion and legacy migration
“What if” analysis and forecasting#
Thank you
© 2017 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. NDPPS 652819
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Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates.
The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation.
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Ben RogersManager Advisory, Service OperationsKPMG LLP | 500 Capitol Mall | Suite 2100 | Sacramento, CA 95814Mobile: +1 (808) 600-4495 | [email protected]