Customers

JF Asset Management

JF Asset Management logo "We've found that the ability of our business users to carry out query and analysis has tremendously improved since we deployed Business Objects solutions. The ability to monitor business trends and key performance indicators, such as customer profitability, enables us to meet the project's strategic objectives."

Lydia Wong
Head of Information Technology
Asia ex-Japan JF Asset Management

Challenge

Timely Access to Business Performance Data

For over 30 years JF has been at the forefront of investment in Asia. Founded and headquartered in Hong Kong, it has one of the largest investment teams in the region and is widely regarded as the Asian specialist. JF Asset Management is part of JPMorgan Asset Management, one of the world's leading asset management companies, which has a global network of over 650 investment professionals located in some 40 locations worldwide and assets under management of over US$898 billions. This enormous global investment capability is based on a strong local market presence across four regions – Asia, Europe, Japan and the US – and brings together an incredible pool of specialist investment knowledge and expertise.

As one of the largest investment companies in Asia, timely and right decision making is crucial to support its business growth and strategy formulation in order to provide best support to the clients. Prior to deploying Business Objects BI solutions, users had to request technology department to extract data from the legacy system and must-do type usage. Users could not have different analysis to support their management, unless spending a lot of manual effort to compile the most essential ones and they are often based on stale data.

Lots of manual effort means it can take very long time to provide timely reports to management for making important decisions. Therefore, JF Asset Management decided to deploy a BI solution which provides timely performance data for day-to-day sales management. Business Objects solutions have been implemented as an analytics tool for the Unit Trust Business.

The BusinessObjects XI Release 2 presented the perfect solution for JF Asset Management. By deploying it, the company can benefit from features such as Web Intelligence, Data Integrator and specific analytic applications.

Approach

Business Users Have the Flexibility to Pull Out Reports

Project DAISY (Direct Access Information System) grew from a Sales Management Information Systems group initiative with the Information Technology Department at JF Asset Management.

BusinessObjects XI Release 2 was implemented as an analytics tool for Unit Trust Business—allowing business users to access timely information and formulate strategies.

By adopting Business Objects EIM solutions such as Data Integrator, JF Asset Management can easily consolidate the information from various data source and ensure the data quality on those criterion information for their Investment Consultant while performing analysis by themselves.

By deploying Web Intelligence, the integrated query, reporting, and analysis solutions from Business Objects, JF Asset Management can analyze more timely performance data for day-to-day sales management. Users have more flexibility of drawing information out in the format they require without going through Information Technology department. Therefore, sales management strategy can be reviewed and adjusted according to the trends depicting the revenue growth and distribution. In return, client relationship management can be more focused and strengthened.

In addition, through the implementation of advanced analytical tools, business users can create and produce KPI reports so they can be more sensitive to business performance changes as they are closer to the formulation of various analysis and review.

Result

Timely access to data and make timely decisions

After deploying Business Objects BI solutions, JF Asset Management has greatly reduced the workload of the IT department while empowered business users more flexibility in accessing information they want.

Benefits include:

Evidently, the implementation of the BusinessObjects XI Release 2 has made a significant impact on JF Asset Management. In addition to improve corporate efficiency, the users can now focus more on client relationship with timely access to desired information.

"We've found that the ability of our business users to carry out query and analysis has tremendously improved since we deployed Business Objects solutions," said Lydia Wong, Head of Information Technology, Asia ex-Japan of JF Asset Management. "The ability to monitor business trends and key performance indicators, such as customer profitability, enables us to meet the project's strategic objectives."

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