How is Business Performing across Business Hierarchies?
  • How is Company performing vs. Goals set?
  • Which SBU is driving the performance?
  • Which Channels are meeting expectations and which are not?
  • What is the sharing pattern of revenue with our Channels?
  • Which Products are driving performance and which Products are laggards?
  • Which Geographies are important to us and where do we need promotion?
  • “Why” for all the above questions – Root cause analysis
What is happening on Customers front?
  • How many new customers we have added?
  • What business these new customers are giving us?
  • Are our existing customers doing more business with us?
  • Are we able to cross sell products to our customers?
  • How much business our top N customers giving us?
  • Can we have a 360 degrees view of our customer relationship?
  • How old and important is our relationship with a customer or his family?
  • What is the worth of a customer to us?
How are our people performing?
  • Is performance of our marketing people satisfactory?
  • Who are achievers and non achievers?
  • Is our servicing machinery meeting our expectations?
  • Do we have a mechanism to alerting crisis situations in customer interactions?
  • Are people adequately trained and certified to provide the service.
  • Do the frontline people get adequate support from the back office to meet their SLAs?
Why is Profitability Monitoring Critical?
  • A large amount of money is being wasted by organizations around the world due to their inability to get clarity on their financial performance.
  • Improved performance management requires extracting the maximum value from your business as a whole by analyzing each component part.
  • Identify the areas of the business that are underachieving, understanding why, and take the appropriate action in a timely fashion.
  • Business Complexities make getting a handle on every aspect of profitability management more and more challenging, requiring huge amounts of data integration, aggregation, and manipulation.
  • Decision-makers cannot be held accountable for any negative consequences of their actions until they have visibility into those consequences.
  • Without a single-source system for cross-company profitability information and analysis, organizations face a major challenge in the time and effort spent updating spreadsheets, coordinating changes, and determining which numbers are correct and what they mean.
Key features of Profitability Performance Monitoring BI
  • Monitors overall Organizational performance with respect to bottom line.
  • Shows which Channel and which Customer segment in which Geography contributes to the bottom line.
  • Matches Revenues with Transaction costs, Direct Costs, Indirect Costs and Centrally allocated costs to arrive at profitability from month to month.
  • Compares the profitability performance - Actuals v/s Budgets to further analyze variances and deviations and take action.
  • Uses the data model, created for arriving at profitability, to estimate the profits for the ongoing period (for which actual costs are not yet compiled) to drive performance.
  • Uses the in-built BI system flexibility to undertake ‘What If?’ analysis by tweaking the basis of allocations and allocation parameters.
What do we monitor in Risk Management BI?
  • Risk based on calculated Safety Cover
  • Exposures to Cash & FNO Markets
  • Fraudulent Trade Practices Monitoring
  • Trade Changes & Trade Manipulations
  • Exceptional Trade Volumes
  • Risk Monitoring of Network Partners
  • Automate Selling Action based on Business Rules
  • Peak Margin Utilization
  • Controlling Cash Payout based on overall risk factors
How does BI measure Risk?
  • Broad Measures used to calculate risk.
  • Mark to Market Positions (MTM)
  • Ledger Holdings
  • Stock Holdings
  • Calculated Safety Cover
  • Margins given by Client
  • Receivables
  • 3 Tiered - On Screen Drill downs to the lowest level of details to track risks.
  • Alerts to display emerging Risk, its significance and other exceptional figures.
  • Display of information calculated from parameters based user inputs, filter options and query capabilities.
What is the value Proposition to end-users
  • Improved Funds position due to improved Margin Collection on an ongoing basis.
  • Very significant reduction in Manual and error prone effort of Risk Calculation.
  • Regulatory Compliance and Surveillance managed automatically and effectively.
  • Network partners and sub-brokers risk tracked comprehensively.
  • Ongoing Scrip Exposure calculations keep an effective tab on risks in a volatile market.
  • Comparisons between Customer, Organization and Market trade volumes helps better assess risk related scenarios and activities.
  • Accurate and swift payouts based on assessed risk positions leads to increased Network Partners and Customer Satisfaction.
  • Business Rules based automatic and manual selling makes Risk Monitoring ‘ACTION ORIENTED’ and optimizes revenue.