GVP Deck

Introduction to

North Star Solutions

GVP Partners

Connexus Group

Our Discussion Today

• Welcome

• All participants are on mute

• Presentation will last about 35 minutes

• During the presentation, please submit your questions

• Q&A will follow hosted by Robert Bilotta, Connexus Group

• Most attendees are financial services industry executives

• Slides will be made available to attendees

• Our Goal – provide ideas for you to introduce to your business colleagues to improve your institutions business intelligence, business processes and cost structure

2

About GVP Partners

Leading provider of business advisory and assurance services• Governance• Value Management (Value Creation &

Preservation)• Enterprise Performance• Enterprise Risk Management• Internal Audit• IT Audit• Forensic Audit

3

Delivering Value Intelligence℠

About Connexus Group

• Executive Search & Consulting

– Global Search Abilities

– Finance, Audit, Treasury & Taxation

– Consulting Services

– Infrastructure Review & Analysis

– Balance Sheet Remediation

– Risk Management/ERM

4

About North Star Solutions

David K. Moffat

North Star Solutions provides solutions to financial institutions

seeking to monitor and protect capital through business

intelligence-based operational, risk management, and governance

oversight protocols through enhanced oversight and

accountability.

Our value proposition focuses on:

• Capital Preservation

• Enterprise Transparency

• Regulatory Oversight

• Conflict-free Solutions and Services

5North Star Solutions Proprietary and Confidential Information

Presentation Agenda

1. Our Value Proposition

2. Overview of Business Intelligence

3. TrueInsights℠ Highlights

4. Selected Case Studies


The North Star Value Proposition

1. Capital Preservation• Prevention

• Remediation

2. Enterprise Transparency• Known Unknowns (Identified Risks)

• Unknown Unknowns (Evolving Risks)

3. Regulatory Oversight• Collaboration

• Benchmarking

4. “Part of the solution, not part of the problem”


Recent Headlines Reaffirm our Value Proposition…

'An Extraordinary Thing': OCC's Curry Sees Operational Risk as Top Concern• Curry said operational risks manifest in a number of ways, from

inadequate systems and controls that led to servicing mortgage servicing errors, to flawed risk models that create inadequate risk management systems, to lack of controls over relationships with third-party vendors.

• "No issues loom larger today than operational risk in all its dimensions, the manner in which all risks interact, and the importance of managing those risks in an integrated fashion across the entire enterprise," he said.



Value-Added Bank Supervision:A Framework for Safely Fostering Economic Growth

“That examiners will be checking on their activities can induce bank management and directors to be more effective risk managers and to operate their banks more efficiently.”

“Examinations themselves can pinpoint both successes and weaknesses in a bank’s activities that can lead the way toward improvements, while helping banks make the right decisions when lending money or serving other customer needs.”

“In short, when it is done right, bank supervision can be value-enhancing for banks and their employees, executives, directors and shareholders.”



WASHINGTON — The Office of the Comptroller of the Currency has dismissed one of the consultants overseeing a massive foreclosure review after it discovered a conflict of interest in outside work the company has performed.


Gartner Definition of Business Intelligence

• Business Intelligence (BI) is an umbrella term that spans the

people, processes and applications/tools to organize

information, enable access to it and analyze it to improve decisions

and manage performance.

• BI platforms enable users to build applications that help organizations

learn and understand their business. BI platforms are software

platforms that deliver certain capabilities of integration (BI

infrastructure, metadata management, development

tools, collaboration), information delivery (reporting, dashboards, ad

hoc query, search-based BI), and analysis (OLAP, interactive

visualization, predictive modeling and data mining, scorecards).

Information delivery is the core focus of most BI projects today, but

Gartner analysts are seeing an increase in interest in deployments of

analysis to discover new insights, and in integration to implement

those insights.11Copyright © 2012 North Star Solutions. All rights reserved.

TrueInsights℠ Business Intelligence Components

Copyright © 2012 North Star Solutions. All rights reserved.

MetricsMart: Automatic Smart Data Marts

Makes the hardest part of BI easy by gathering data

from various sources, converting it to KPI metrics, and

loading it into an optimized, self-maintaining data

mart.

InsightBI: Superior Dashboards & Reports

100% browser-based design and deployment

environment for centrally managed or self-service

creation of interactive dashboards & reports.

ProcessMart: Business Process Intelligence

Provides process monitoring and analytics capabilities to

allow any organization to non-invasively measure process

efficiencies and ensure compliance without requiring

BPM. investments

Team Productivity

Multi-project and multi-team

environment

Self-documentation

Support for solution lifecycle

Reusability and controlled team

cooperation

Real-World Data

Integrated data files processing

Scheduled and incremental data load

Access to variety of sources: DBMS, Web

Services, MDX Cubes

Support for primitive data sources

Support for time zones

Multi-phase metrics calculations

Dictionaries and slowly changing

dimensions

Auto-provisioning of data storage

Very large data sets

Security

Role-based access

Field-level security

Audit trail

Integration with enterprise

authentication and authorization

systems.

Support for solution lifecycle

Multiple visual themes and data

formats

Flexible Deployment Support

Support for multiple delivery form factors

Dashboard components embeddable into

corporate portals and applications

TrueInsights℠ Enterprise Business Intelligence

Platform


14

• The ability to trace explicit and implied business processes across

multiple systems

– Supports process quality and timing metrics

– Alerts on stalled, delayed or deviated processes

TrueInsights℠ Process Intelligence


15

Data Mappers

• Empowerment of subject matter experts to focus on their core

expertise without translation to coders

– Knowledge sharing via common metadata model

– Enables rapid Implementation and enhancement

TrueInsights℠ Analyst-Centric Business Intelligence


Data Mappers

Metric Creators











Dashboard Designers

Data Mappers

Metric Creators



• Delivers a drag-and-drop approach to building dashboards and rich analytical applications– View-based design model

– Assembly of application from views from multiple projects

– Broad navigation logic options

– Target/Action interaction between components

– User actions (change view, tear off, popup…)

– Self-service Views to allow users to customize their views but not others

– Bookmarks

– Markers and annotations

– All components support pivot, ad hoc, statistical analysis, drill down, data export, printing…

– Multiple platform delivery model (PC, mobile, tablet…)

TrueInsights℠ Analytical Applications


TrueInsightssm

Case Studies

19

Q&A

Robert Bilotta

Connexus Group

20

GVP Deck

Documents

Transcript of GVP Deck