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Moving To Business Objects XI – Release 2. Presented to Business Objects User Group Rich Strout October 20, 1006. Contents. Overview Business Intelligence Environment Business Intelligence Competency Center Project Plan and Roadmap Questions. Business Goal and Objectives.

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moving to business objects xi release 2

Moving To Business Objects XI – Release 2

Presented to Business Objects User Group

Rich Strout

October 20, 1006

contents
Contents
  • Overview
  • Business Intelligence Environment
  • Business Intelligence Competency Center
  • Project Plan and Roadmap
  • Questions
business goal and objectives
Business Goal and Objectives
  • Business Goal
    • To reduce the number of Business Intelligence standards that we support in order to provide an ideal balance of ease of use and functionality for end users, and control for IT.
  • Business Intelligence Environment Objective
    • Migrate Web Intelligence and CIM Reporter to Business Objects XIR2, integrating content into one common platform leveraging one Business Intelligence solution across the enterprise
  • Business Intelligence Competency Center Objective
    • Embody the Business Intelligence technical and business best practices of the organization. Champion and reaffirm the value of these standards and better leverage Zurich’s existing Business Intelligence capabilities.
background
Background
  • Business Intelligence Environment Upgrade Phase 0
  • Joint sponsorship from Small Business & Global Corporate
  • Business Objects engaged to perform migration assessment of BI platform and develop a migration plan
  • Phase 0 migration assessment completed
  • Found over 38,000 Web Intelligence reports
current state
Current State
  • Narrow understanding of Business Intelligence
  • Many deployments, requests or needs
  • Demand exceeds delivery capacity
  • Lack of Subject Matter Experts on platform
  • Lack best practices or standards
  • Inadequate requirements gathering or understanding
  • Assets being manually leveraged/non-strategic usage
future state
Future State
  • Ultimate goal is to reduce the number of Business Intelligence standards that we support to provide an ideal balance of ease of use and functionality for end users, and manageability for IT
  • Deliberate Growth
    • Infrastructure growth based on anticipated or predicted usage
  • Development of architecture expertise and domain knowledge
    • BI functional & technical expertise
    • BI analyst & tool specialists for capabilities mapping & evangelism
  • Holistic view of Business Intelligence
  • Provide new features and functionality to the end user community
contents1
Contents
  • Overview
  • Business Intelligence Environment
  • Business Intelligence Competency Center
  • Project Plan and Roadmap
  • Questions
zurich s business intelligence environment
Zurich’s Business Intelligence Environment

Zurich RiskIntelligence™

10,000 External Users

BO 6.5 – Upgraded 2005

Claims Data

Risk Engineering Reports

Billing Information

Links to Policy Document

Images

Data Visualization

Business Objects /

Web Intelligence

5,000 Internal Users

BO 5.1.7

Webi 2.7.3

Submission Data

Premium Information

Claims Data

Billing Information

Crystal Reports

OLAP Cubes

3,800 Internal Users

Crystal 9.0

Submission Data

Premium Information

Claims Data

Billing Information

web intelligence current state
Web Intelligence - Current State
  • Business Objects 5.1.7 / Web Intelligence 2.7.3
    • Single version 5.1.7 production repository on UDB DB2 with 1 security domain, 1 universe domain and 18 document domains
    • 5000 total named users and 190 groups on the 5.1.7 platform
    • Approximately 700 corporate documents
      • 250 full client Business Objects 5.x (.rep) documents
      • 450 Web Intelligence documents
    • 38,000+ Personal Documents and an unknown number of documents saved on share drives and local drives
    • 50+ top-level categories
    • 60+ universes and 10-20 universe connections
    • 1 BCA Scheduler on 1 primary node with 2 secondary nodes (which execute 593 recurrences)
crystal enterprise current state
Crystal Enterprise – Current State
  • Crystal Enterprise 9.0
    • Single Crystal Enterprise 9.0 installation
    • 3800+ users and 100’s of groups
    • Approximately 2800 reports in public folders
      • 1000 estimated active Crystal Reports
      • 25-50 active Crystal Analysis Documents
    • Most Crystal Reports are scheduled and viewed as instances. Small Business users schedule and/or view on demand.
    • A number of small installations of Crystal Technology using older versions embedded in other applications.
    • Many new projects in the works which will increase the load on the XI R2 system.
contents2
Contents
  • Overview
  • Business Intelligence Environment
  • Business Intelligence Competency Center
  • Project Plan and Roadmap
  • Questions
business intelligence competency center

BI Backbone

Policies & Procedures

Data

Evangelism

Training

Staffing

Arch/Support

PMO/Scope

Business Intelligence Competency Center

BI Competency Center

Best Practices

business intelligence competency center1
Business Intelligence Competency Center
  • Supports multiple BI applications across enterprise
  • Built on common BI Backbone
  • Necessitates development of common procedures
    • Ensure efficient growth, ample performance, and appropriate support
  • Supports entire enterprise and/or extended enterprise (extranet)
  • Considered a Tier 1 application
    • Very strategic
    • High visibility
    • Every internal organization can leverage BI
bicc principles
BICC Principles
  • Central area of knowledge, expertise, and best practices regarding reporting, analytics within the organization.
  • Guiding users in self-service to meet their BI needs
  • Establishing standards for BI tools throughout the enterprise
  • Coordinating use and reuse of business metadata in the enterprise
  • Communication and subscription of business users to the BI environment
  • Keys to Success:
    • Trained and experienced individuals
    • Business Analysts that understand the functionality of the solution and can communicate with organization successfully
    • Best Practices in line with organizational constraints and objectives
    • Executive Sponsorship AND Executive Users
bicc organizational model
BICC – Organizational Model

Business Intelligence

Competency Center

BI Program

Manager

Business Intelligence

Sr. Executive

Key Relationship

DW Operations

Manager

DW Project

Manager

Security Manager

Security Team

BI Business

Analyst

Data Architect/

Dba

BI Tool Specialist

Meta Data

Manager

Data Quality

Lead

ETL Lead

Infrastructure

Lead

Business Unit

Support

Security Team

Data Steward

Champion

BI Tool

Specialist

Business Analyst

Content Specialist

Training Specialist

contents3
Contents
  • Overview
  • Business Intelligence Environment
  • Business Intelligence Competency Center
  • Project Plan and Roadmap
  • Questions
project roadmap
Project Roadmap

Plan / Replan

Analysis & Design

Define Scope

Train

Develop & Test

Migrate

plan replan
Plan / Replan
  • Identify resources
  • Initiate procurement
  • Determine iteration start date
  • Mitigate risk
  • Coordinate dependencies
  • Determine impacts to current development
analysis design
Analysis & Design
  • Establish Standards and Best Practices
  • User Analysis
    • Review and consolidate users
    • Define roles and groups
  • Report Analysis
    • Abandon and consolidate
    • Convert to best solution
    • Migrate from desk top to Web
    • Review and consolidate universes
  • Customization Analysis
    • Ensure the use of best practices
    • Redesign or eliminate customization
  • Security Analysis
    • Set Zurich direction
    • Establish folder and group structures
    • Design security model
define scope
Define Scope
  • Confirm cleanup effort
  • Establish Security requirements
  • Define migration iterations
  • Create work breakdown structure
  • Develop detailed project plan
train
Train
  • Business Objects classroom training
  • Role specific training
  • Application developer training
  • Implementation and Support Services Iteration training and support
develop test
Develop & Test
  • Install and configure software
  • Review and consolidate users
  • Review and consolidate reports
  • Review and consolidate universes
  • Setup folder and group structures
  • Setup user base in new security model
  • Execute migration utility and verify
  • Convert customization
  • Modify, re-migration and re-verify
migrate
Migrate
  • Crystal Migration: Iteration 1 & 2
  • Web Intelligence Migration: Iteration 3, 4, 5 & 6

Each iteration will consist of:

  • Analysis
  • Scope definition
  • Training
  • Verification
  • Migration
acknowledgements
Acknowledgements
  • Frank Colletti
  • Ted Balzano
  • Paul Melinyshyn
  • Nancy Keen
  • Business Objects