Dimension Data Template

1
MPC, the Santam way!
Presentation MPC User conference 18 20 June
2006
Presented by André Lotz
2
Agenda

• The outfit
• The previous model
• The dream
• Our latest model
• Santam Planning
• Management Expenses
• Detailed Budgeting
• Performance Management
• Technical
• Road ahead

3
The colours
4
The outfit

• Largest short term insurer in RSA
• Group Gross premiums R 11 bn,
• Market share 24 in RSA
• 2700 permanent employees in Group
• Cos in London, Dublin
• Namibia, Malawi, Uganda, Zambia, Tanzania,
  Zimbabwe

5
The previous model
Revenue plans SAS - customised
Reports Excel Word
Specialist business Excel sheets
Management Expenses Visual Basic
6
The dream 1
7
The dream 2
company
branch
class
revenue
month
expenses

• High level forecasting
• Scenario planning
• Investment planning

bc
re-allocations
financials
8
Our latest model
Santam Planning
2005
Branch level Expenses Allocations Gross to
Net Group consolidated
Broker Consultant Expenses Allocations Gross to
Net Group consolidated
Performance Management
Broker consultant Gross only
9
The specs 1

• Dimensions
• Versions (3)
• Company (8)
• Branch (498)
• Class (16)
• Year
• Schedule lines ( 650 in Santam Planning)
• Accounting Period
• Currency
• Exchange rate
• Accumulation method
• Broker consultant (18)

10
The specs 2

• Users Santam Planning - 508
• Users Performance Management 326
• Users Lion - 72
• Database sizes (24 47 1,5 gb)

11
Santam Planning

• Branch level manager completes
• Revenue by class, by month
• Forecast Budget (use of start new year
  process)
• Use of Global drivers
• Technical reserves calculated UPP, IBNR
• Management Expenses, including manpower fixed
  assets
• Re-allocation of Support Services, HO, own
  management
• Investment Returns on insurance funds
• Capital required
• Excel Services input sheet (offline use)
• Excel Services Reporting pack

12
Screen shot

• Questions?

• Vrae ?

13
Management Expenses

• By cost centre
• By month
• Forecast Budget
• Salaries Detailed Budgeting
• Upload of actuals, depreciation
• Table for IT usage
• Excel Services
• Allocations
• Alternative hierarchies
• Formula driven vs. lookup tables

14
Detailed Budgeting

• Salary information from Payroll system
• By employee (Cost to company)
• Salary increase central function
• Promotions, new appointments, transfers,
  retirement
• Calculate UIF Skills development
• Automatically updated in Management Expenses
• Fixed Assets Acquisitions disposals to
  calculate depreciation

15
Performance management

• By broker consultant
• By month, by class
• Forecast Budget
• Only Gross data
• Populated via a DTS from Planning (BC 00)
• Management portion calculated member
• Only completed after EXCO/ Board approval

16
Some technical mambo jumbo

• version 6.5
• 3 servers admin, web database
• development machine
• no internal IT resource, buck stops with us
  (ownership)
• support contract - Didata

17
Road ahead

• Upgrading to 7. something
• Continous improvement of functionality,
  formulas, etc
• Forecasting quarterly at regional level
• Enhance reporting
• Planning module investigation
• Possible Balance scorecard

18
Interviews

• Questions?

• Vrae ?

19
Thank you!!!
André Lotz andre.lotz_at_santam.co.za 2721 915 7001