Well Gonzomongers, for 2007 we’re kicking off a new monthly feature – one aimed at applauding the bankers in the trenches who are really making things happen.
We are recognizing a GonzoBanker of the Month who we think lives out the creed of hands-on, pragmatic, no B.S. and creative improvements in our industry. This award is not a PR machine for self-promoting senior executives. Rather, it’s intended to focus on individuals who have completed unique projects or strategic initiatives at their banks.
We head to Stillwater, Oklahoma, to meet our first GonzoBanker of the Month.
Name: David Dietz
SVP & CIO of
Stillwater National Bank (Stillwater, OK)
Data Warehouse and Intranet Hacker Extraordinaire
Previous Banking gigs:
First National Bank & Trust of Ponca City, OK
David attended Oklahoma State…
…before earning his accounting degree at Oklahoma University.
Talk about your split personalities!
Things keeping David busy:
Branch capture and complete imaged check processing including merchant capture…network security and change control improvements…AML profiling software…E-statements…upgrading Internet banking system…reviewing teller and new account systems…reviewing new GL systems…upgrading telecom lines to MPLS…DR testing…and working on XML interfaces between in-house apps and outsourced core processor – sounds like a pretty light load and cushy job to us!
Gonzo Claim to Fame – Data warehouse with integrated forms management:
The team at Gonzo loves the way David and his team have rolled up their sleeves to get value out of their internally developed data warehouse as well as purchased Web-based forms management software. SNB first created its data warehouse in 1998 to make report creation more efficient. Like many banks, it killed the ol’ Excel spreadsheets by downloading mainframe data to a central SQL database. SNB has been keeping month-end downloads and all transactions since 2002, which allows trend reporting capabilities and a ton of ways to look at the data. But Dietz and SNB didn’t stop there. They have created a team of analysts from different areas of the bank who have been trained on Crystal Reports and data warehouse layout. This is a place where power users actually do make their warehouse sing. David and team have developed an effective loan pipeline system, a new customer call tracking system for the sales force, an NSF return module and a United Way online auction.
Another Warehouse use came from a customer who started receiving up to 15,000 ACH credits a day. When the customer accessed their account on Internet banking, they could only see the last 500 items. So, SNB’s team now brings all ACH credits into the Warehouse daily and calculates the total, which is then interfaced back into Internet banking so the customer only sees the total amount.
David and his team have also gone hog wild with their “e-forms” system called Movaris. The application creates Web forms that can access the Warehouse data for drop-downs and also stores the inputted form information in the Warehouse for reporting this data and activity. SNB uses the software to create workflow processes for stop pays, change of addresses, research requests, etc. One power user created a new/terminated employee form that lists every system an employee needs access to. The form is routed to all bank administrators who need to add or remove the employee from their systems. Needless to say, the auditors love this!
David’s wisdom on data warehouse:
“The only reason the Warehouse project has been a success was the buy-in from the people who create the reports.”
“Another key has been having two great employees who understand utilizing data and systems to become more efficient and productive.”
If you had to do it all over again, what would you do differently?
“I would have found an experienced SQL person to help design the data and tables in the Warehouse right from the start. I created several of the main tables and made a few mistakes on the type of data fields for several key pieces of information.” (Luckily, David’s SQL guru finally came on board and started fixing some of his initial “mistakes.”)
Shout out to other team members who made the project successful:
Jacob Mays, Laura Briscoe, Sharon Knight – all true GonzoBankers.
David’s claim to fame outside of the office:
Believe or not, David has been pretty competitive in the barbeque world. In fact, David was on a team that won Grand Champion in the famous American Royal BBQ competition in Kansas City. Now we know who’s cooking at future GonzoBanker parties.
David’s favorite movie of all time:
The Cowboys starring John Wayne
David’s most underrated rock and roll album of all time:
Frank Zappa’s “Apostrophe” – David spent a lot of time in college listening to this album, which includes the profound song, “Don’t Eat the Yellow Snow.”
GonzoBanker congratulates David Dietz and his team at SNB. We are pleased to donate $250 in David’s name to the charity of his choice: the Pawnee United Methodist Church.
High five Mr. Dietz – keeping hackin’ up the data for your power users and cranking out the Web-based work flow!