DECEMBER WEBINAR: CLIENT REPORTING UPDATE

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Cynthia Garrison
8 years ago
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1 DECEMBER WEBINAR: CLIENT REPORTING UPDATE Shelley Snelson > Head of Client Reporting Lisa White > Project Manager Nicola Wall > Technology Product Owner Not for redistribution

2 Agenda Current Reporting Model Reporting Upgrades Roll-out Demo 2

3 Current Reporting Model Full service solution Reports fully produced and distributed Central client reporting team produce complex reports, scheduled reports and ad hoc requests Service teams provide reports linked to operational process Operational Model Client reporting team form part of service function Close links with implementation, event and service delivery teams What is changing? Key area of investment as part of Investing for the Future Focus on development and roll out of flexible and targeted reporting system 3

4 Reporting Upgrades What are they? New platform - SAP Business Objects software Accessible and targeted management information Key benefits Advanced data management capability Targeted analytics and MI capabilities Ability for clients access data when they need Current status of roll-out Pilot complete 10 clients live Design of new reporting suites complete What does this mean for our clients? Roll-out of new reporting suites Ability to tailor reports as required Customisation of platform access, security etc. 4

5 Reporting Upgrades New Reporting Suites What are these? Through plan lifecycle suite by product Designed by specialists across Computershare Promoting consistency and accuracy Intuitive design A library of data for our clients Status Executive plan awards and options complete and live Other plans designed 5

6 Executive Plan Lifecycle Launch Holding Vest Vest Summary Units granted, outstanding units, vest dates Demographic Summary Static data, insider flag Acceptance Summary Award acceptance Plan Summary Plan movements since inception, director interests Movement Summary Plan movements between two dates Termination Summary Movements and outstanding balances for leavers Share Movement Report Release/exercise report with hold/trade information Election Report Details of award elections Pending Lapse Options nearing expiry Cross Plan Summary Summary of units across Plans; holder summaries 6

7 Roll-out 2016 client roll-out The product All plan types Reporting suites and MI for all plan types Three levels of access run, modify or build Security restrictions Further technology updates through the year The plan Roll out in tranches Gap analysis performed in advance Agreement on end solution Post roll-out It doesn t end there! 7

Reporting Roadmap 2016 (6 month view) Schedule Jan 16 Feb 16 Mar 16 Apr 16 May 16 Jun 16 Analysis T1 Analysis T2 Analysis T3 Analysis T4 Analysis T5 Roll-out T1 Roll-out T2 Roll-out T3 Roll-out T4

8 Reporting Roadmap 2016 (6 month view) Schedule Jan 16 Feb 16 Mar 16 Apr 16 May 16 Jun 16 Analysis T1 Analysis T2 Analysis T3 Analysis T4 Analysis T5 Roll-out T1 Roll-out T2 Roll-out T3 Roll-out T4 Project Team Sign-off T1 Sign-off T2 Sign-off T3 Review feedback and monitor use Process feedback to date Continue cycle Client Report Team Engage T1 Engage T2 Review feedback and monitor use Engage T3 Product Updates Security Restrictions Single sign-on via issuer Scheduling Review of other data sources Various Small Items 8 Complete Pilot Programme 10 clients live on ODR with ability to run their own reports Computershare Reporting Suite for all products System testing and development, for example security restrictions

9 Reporting Tranches What are these? A Tranche will consist of approx. 10 clients Tranches will be on a monthly cycle Analysis will be carried out 1-2 months prior to roll out month, Computershare will provide suggestions of suitable reporting suites based on current requirements There will be a requirement to review current reporting needs and provide input to this process Two months of dual running with support from Project Team Sign off and agree process going forward with the Reporting Team How? Discuss with your Client Manager Decide what month/quarter would work for you based on your availability 9

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11 Summary We have outlined upgrades to the reporting solution today These will offer improvements in Flexibility Targeted reporting Data access We will be rolling out these solutions in 2016, speak with your client manager to book in Your feedback is really important to us throughout this process 11

12 Questions 12

Analysis One Code Desc. Transaction Amount. Fiscal Period

Analysis One Code Desc. Transaction Amount. Fiscal Period Analysis One Code Desc Transaction Amount Fiscal Period 57.63 Oct-12 12.13 Oct-12-38.90 Oct-12-773.00 Oct-12-800.00 Oct-12-187.00 Oct-12-82.00 Oct-12-82.00 Oct-12-110.00 Oct-12-1115.25 Oct-12-71.00 Oct-12-41.00