This is the story of a need for more automated reporting with a standardized view of labor within our organization and how our TBMO team built a process and reports within its own project in Cost Transparency for our business users to access.

Prior to this a manual report was being produced and distributed to users but there was not an agreed upon methodology for calculating the different metrics across different bank organizations. The TBMO team worked with multiple groups to recreate the manual report in Apptio called the Labor Use Case, ingesting new data sources and creating and implementing agreed upon methodology to be used across groups for labor reporting.

A second requirement was a need for earlier reporting than our Cost Transparency environment availability on Business Day 12 (BD12). Our TBMO team worked to create a new project (Tech and Ops Early Release) with its own role for access where the labor reporting could be promoted earlier in the month as the data becomes available, initially on BD10, but now with two releases one on BD2 with preliminary FTE and Headcount information and secondly on BD10 with final financial data.

Please see attached for more details!

​

------------------------------
Kathleen Fowler
------------------------------

#ApptioforAll

Great share, Kathleen. BMO has a special place in my heart, and Use Case conversations never get old. Love seeing how well framed your story is as a Use Case with clear Value outcomes, Processes, Consumers, and Target Reports. Were you able to quantify hours saved as a part of automating and replacing the manual process? Or how many days earlier your Labour data is now arriving? For the latter, is it 2 business days earlier for financials and 10BDs earlier for FTE/HC numbers?

I love to hear quotes from TBM consumers. Have you heard feedback from your CEO, CTO, or strategy team?

Thanks, and keep them coming, BMO team! Your former Premier Success guide,

- Fred

Hi Fred! Thank you for taking the time to read my post.

We are still working on automating some of the labor reporting we load into Apptio, that is one of our 2023 goals. We were able to move the remaining manual reports we load to BD2 so we can now release earlier FTE/HC reporting with the financials coming later in the month (BD8/9), although there is also work going on to move that to BD 4. 

There has been positive feedback  from the users of the reporting, as well as many requests for how we can enhance the reporting even further, we have a long list of things we would like to implement this year to provide further value to the CEO and strategy team. 

Hope you are doing well, 

Kathleen

Original Message:
Sent: 01-19-2023 01:28
From: Fred Salatino
Subject: ACE - 2023 Case Study

Great share, Kathleen. BMO has a special place in my heart, and Use Case conversations never get old. Love seeing how well framed your story is as a Use Case with clear Value outcomes, Processes, Consumers, and Target Reports. Were you able to quantify hours saved as a part of automating and replacing the manual process? Or how many days earlier your Labour data is now arriving? For the latter, is it 2 business days earlier for financials and 10BDs earlier for FTE/HC numbers?

I love to hear quotes from TBM consumers. Have you heard feedback from your CEO, CTO, or strategy team?

Thanks, and keep them coming, BMO team! Your former Premier Success guide,

- Fred

Very interesting read indeed, @Kathleen Fowler