Moving To Business Objects XI – Release 2

1. Moving To Business Objects XI – Release 2 Presented to Business Objects User Group Rich Strout October 20, 1006

2. Contents • Overview • Business Intelligence Environment • Business Intelligence Competency Center • Project Plan and Roadmap • Questions

3. 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.

4. 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

5. 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

6. 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

7. Contents • Overview • Business Intelligence Environment • Business Intelligence Competency Center • Project Plan and Roadmap • Questions

8. 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

9. 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)

10. 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.

11. Web Intelligence Environment

12. Current Crystal Architecture

13. Recommended Architecture

14. Contents • Overview • Business Intelligence Environment • Business Intelligence Competency Center • Project Plan and Roadmap • Questions

15. BI Backbone Policies & Procedures Data Evangelism Training Staffing Arch/Support PMO/Scope Business Intelligence Competency Center BI Competency Center Best Practices

16. 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

17. 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

18. 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

19. Contents • Overview • Business Intelligence Environment • Business Intelligence Competency Center • Project Plan and Roadmap • Questions

20. Project Roadmap Plan / Replan Analysis & Design Define Scope Train Develop & Test Migrate

21. Plan / Replan • Identify resources • Initiate procurement • Determine iteration start date • Mitigate risk • Coordinate dependencies • Determine impacts to current development

22. 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

23. Define Scope • Confirm cleanup effort • Establish Security requirements • Define migration iterations • Create work breakdown structure • Develop detailed project plan

24. Train • Business Objects classroom training • Role specific training • Application developer training • Implementation and Support Services Iteration training and support

25. 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

26. 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

27. Acknowledgements • Frank Colletti • Ted Balzano • Paul Melinyshyn • Nancy Keen • Business Objects

28. Questions