By Juan Gorricho, Chief Data & Analytics Officer - Partners Federal Credit Union – The Walt Disney Company

1. Bridging the gap between business
and technology – Analytics as the
third leg of the stool
Juan F. Gorricho
@jgorricho
https://www.linkedin.com/in/juangorricho
juan.f.gorricho@disney.com
juan.gorricho@partnersfcu.org

2. Chief Data &
Analytics Officer

3. Merchandise
Business Intelligence
& Analytics

4. Workforce Management Business
Intelligence & Analytics

5. ~$1.5 billion in assets
~100K members (~35%+ active CMs)
Top 5% in the country (size and performance)
“Make all financial dreams come true”

7. Branded Member Experiences
Compelling Products & Services

8. Organizational Maturity

9. Organizational Maturity
Sponsorship from Top

10. Organizational Maturity
Sponsorship from Top
Address data pain points
Manage data as an asset

11. On Demand Resources...
Consulting
Outsourcers
Colleges & Universities

12. Value
Degree of data
integration
Break the silos!

13. Value
Degree of data
integration
Break the silos!
Traditional

14. Value
Degree of data
integration
Break the silos!
Traditional Non-traditional

15. Value
Time
Speed up cycle time!
Data ready for analysis
Information delivered
Business event
Action taken
Action time
Valuelost
Capture
latency
Analysis
latency
Decision
latency
Source: Time-Value Curve, Richard Hackathorn, Boulder Technology

16. “If I had X, I would do Y with it”
Value
Time
Big bang project
Release 1
Release 2
Release 3
Release 4
Release 5
Release 6

17. Look around Early adopters/champions
Prototype Understand and fix the data
Fail forward, fast
Productionize Scale up, at the right speed

18. Build the foundation
Manage the data
Use the data

19. Build the foundation
Manage the data
Use the data
Year 0 Year 399

20. Build the foundation
Manage the data
Use the data
Year 0 Year not-too-distant

21. Build the foundation
Manage the data
Use the data
Year 0 Year not-too-distant
People, Process,
Technology
BI2.0 R1 (L)
DQ & DG
Member MDM P1
Simplification
Mobile
Lending Analytics

22. Build the foundation
Manage the data
Use the data
Year 0 Year not-too-distant
People, Process, Technology
BI2.0 R1 (L)
DQ & DG
Member MDM P1
Simplification
Mobile
Lending Analytics
BI2.0 R2 (MS)
DQ & DG
Member MDM P2
Forecasting
Optimization

24. Source: http://dilbert.com/strip/2010-09-30

25. Thank you!
Juan F. Gorricho
@jgorricho
https://www.linkedin.com/in/juangorricho
juan.f.gorricho@disney.com
juan.gorricho@partnersfcu.org