Public Final Saqhib Ali Lloyds Banking Group presentations widescreen 2016

© 2016 Lloyds Banking Group plc and its subsidiaries

DATA VISUALISATION SUMMIT 2016

KNOWLEDGE VERSUS VISUALISATIONSaqhib Ali, Former Head of Business Data Infrastructure, Consumer Finance Division

16th November 2016

© 2016 Lloyds Banking Group plc and its subsidiaries 2

Data Visualisation Summit 20,016 BC


“scientia potentia est”- knowledge is power

Attributed to Sir Francis Bacon

1668 version of the work Leviathan by Thomas Hobbes


“With Great Power Comes Great Responsibility”

Attributed to Uncle Ben in Spiderman / Voltaire

c Marvel Comics


LLOYDS BANKING GROUP

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30 Million Customers, 6.5 million Digital Customers


The work area where content can be placed is shown in the grey shaded box, and cannot be placed outside of this

FINANCIAL ANALYST PRESENTATION



INFOGRAPHIC



INVESTOR FACING CHARTS


NAPOLEON

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CRIMEA WAR

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AGENDA

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1.Background2.The problem3.The solution4.Q & A


COMMON STATISTICS ON REPORTS

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100% 50% 10%Sent every month Opened Used

50% 80% 100%Reports actually needed

Opened and Used Tailored


KNOWLEDGE VERSUS VISUALISATION

A bit about me • A qualified Accountant, Exec MBA from Cranfield, BSc (Hons) Physiology

The Challenge • How to help the UK largest car financing business manage its dealer performance better.

Why Data Visualisation

• Existing reports old, redundant, not flexible, not tailored, difficult to see wood for the trees

How to focus on the right stuff

• Series of workshops, agile sprints, regular sessions between developers, SMEs and end-users

What did we learn

• There is no right answer, the customer is always right, if they like bar charts, give them bar charts. Getting the right data is key, rather than just how it is presented.

• Unavailability/ Access issues of data for reporting can’t be under-estimated.


• Joined Lloyds Banking Group October 2012• Qualified Accountant- ACCA 1997, Exec MBA Cranfield 2011 • When I started to use Excel type software in 1993, we had Lotus 123 and only one sheet• We had a choice of visualisations- Bar Charts or Lines• I’ve worked for the following in the UK and Europe / US / Asia

A BIT ABOUT ME

Saqhib Ali – Head of Business Data Infrastructure, Consumer Finance


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The Challenge


DIVERSITY IN CUSTOMER TYPES & DATA SOURCES

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£4bn 600k 300kLending End-consumers Customers financed in

2015

Car Finance Motor Cycle Finance

Caravan Finance

Independent Dealers, JLR, Suzuki, Mitsubishi

Independent Dealers Independent Dealers


TRADITIONAL DASHBOARDS

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Item no Heading Heading

1 First category here 10

2 Second category here 20

3 Third category here 30

4 Fourth category here 40

5 Fifth category here 50


ADVANCED DASHBOARDS

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EXEC DASHBOARDS

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RANGE OF USERS

Potential Scope of users

DAILY SALES• Fixed reports, up to 100 created at various times, often with

redundant data at sales person, dealer, region, brand level

WEEKLY SALES• Used to highlight progress against weekly, monthly, quarterly

targets

DEALERS• Each Field man may have either large national dealers, brand

partnerships like JLR or independent small dealers

HEADS OF• Each Business Unit has its own reporting needs, often needed

to consolidate across types- such as Leisure which covers Motorbikes and Caravans.

EXEC• Trying to control and manage business with real time data to

identify trends.


1) Improve Use Of Information, make Connections

2) Eliminate Redundant Reporting

3) Allow End Users To Customise Reports

4) Obtain Timely Trend Data, make Decisions

5) End users interact with dashboards

Why data visualisation


PROJECT IN STATS

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£££ HRS KMS

POC / Licences Workshops / Development

Travel / National

GB GLOBAL SYSTEMS

Data Intensive Work with Off/Onshore Developers

Upgrades


D3JS

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D3JS- SUNBURST

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1) Ensure full buy-in of Exec Sponsors and Business Owner, importantly end users

2) Make sure what you produce will be used

3) Challenge the status quo, suggest and advise

4) Support the business in its change programme

How to focus on the right stuff


1) Get Appropriate Sign Off On Scope2) Avoid Project Creep3) Ensure What Is Built Is Fit For Purpose, today and future proofed4) Make Sure You Have The Budget & Resources To Deliver5) Timely license procurement and training

What did we learn


Buy in from both end users as well as senior management at the same time.

We could have asked end-users to create their own reports after training them by helping in first PoC

What would we do differently


Rather than

Knowledge Versus Visualisation,

should instead be

Better Insight Through Visualisation


THANK YOU

ANY QUESTIONS ?

[email protected] 07758157051 or find me on LinkedIn

mailto:[email protected]

Public Final Saqhib Ali Lloyds Banking Group presentations widescreen 2016

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