Success Story
ER/Studio
Enterprise Portal
reducing time to Market with real-time Business
OrganizatiOn
intelligence and Metadata reporting
Fortune 500 Company’
Financial Services
Through its implementation of ER/Studio The models were used to profile customers and
industry
Enterprise Portal, a leading Fortune 500 analyze their risk in order to determine which
Financial Services
financial services company has replaced a time- customers qualified for the new service. The
consuming, manual metadata reporting process team needed a centralized and flexible tool
appliCatiOn
and is realizing improved collaboration, better that would enable employees to extract and
Metadata Search & Reporting control over data assets and faster response to manipulate the metadata applicable to their area
the company’s changing business needs. of focus.
tOOls
As a provider of federal and private student In addition to providing access to the applicable
Embarcadero® ER/Studio®
loans in the United States, , data management is metadata, the Enterprise Data Management
Enterprise Portal a critical component to this company’s success. group generated daily impact analysis reports
The company, listed on both the Fortune 500 for the finance group showing where a field was
Challenges
and Forbes Global 2000, manages billions in used across the corporate system. The team had
In launching a new business debt for millions of borrowers across the nation. been meeting its internal reporting requirements
unit, executives wanted a tool by using ER/Studio’s “Where-Used” and “Impact
Recognizing the importance of enterprise data
Analysis” functionality. In addition, the team also
that would enable them to management, this Embarcadero customer
created customized macros that were run nightly
access the metadata stored employs a team of eight people that are
and shared in a read-only access across the LAN.
in the company’s data models responsible for the company’s data governance
output into a flexible, easy- and data quality initiatives, and supports more Executives overseeing the new line of business
to-use format that would than 175 systems. The team resides within IT wanted a tool that would enable them to access
not create inconsistencies or under the Enterprise Technologies Group. The the metadata output in a flexible, easy-to-use
Enterprise Data Management group has been format that would not create inconsistencies or
redundancy in the data, and
an Embarcadero ER/Studio client for the past redundancy in the data.
that could be shared across
three years, using the data modeling software
business and data analysts. “We had new power users who wanted to do ad
and enterprise metadata repository to solve
hoc drill-downs on the metadata and wanted to
the company’s complex data management
results track data lineage across systems. The standard
challenges.
metadata reports were no longer robust enough.
As a result of having
We needed a more powerful metadata tool to
centralized and controlled Challenge
support the business,” said the manager of the
access to corporate
Enterprise Data Management group.
metadata, both the business With the growing turbulence in the financial
services market, the company made the
and IT users are able to The Enterprise Data Management team needed
decision to diversify its offering and launched a
access the information they a centralized tool that would allow them to easily
new business unit. A finance group created to share data and generate metadata reports while
need, when they need it in
support this new line of business required access also maintaining control and consistency of the
order to make strategic
to the corporate metadata to create financial data.
decisions based on timely models.
and accurate information to
launch the business unit more
quickly.

An ER/Studio Success Story
sOlutiOn
“the powerful reporting and search technology
In August 2008, Embarcadero introduced
makes it easier for the team to share data stored
a search and reporting engine for data,
ER/Studio Enterprise Portal, transforming the
”
in the er/studio repository.
way metadata, business rules and models
are located and accessed. By providing
– Manager, enterprise data Management group
greater visibility into corporate data assets,
both business and IT users can achieve
an unprecedented understanding of the
information in their enterprise and facilitate
team to share data stored in the ER/Studio In fact, ER/Studio Enterprise Portal is now
company-wide collaboration.
repository,” said the manager of the used across the organization for all metadata
Enterprise Data Management group. reporting.
Understanding this client’s challenges,
“And, its web-based nature enables the
Embarcadero introduced its latest innovation
“The standard reports, drill-down capabilities
Enterprise Data Management team and
to the Enterprise Data Management team
and the friendly search engine make
users company-wide to effortlessly browse,
who quickly obtained executive approval to
reporting easy enough for users to generate
search and report on metadata quickly
purchase the new product due to the fast
their own unique reports on demand.
and accurately.”
return on investment it offered.
This saves our team considerable time
which translates into greater productivity,”
“With ER/Studio Enterprise Portal, the
results
the manager of the Enterprise Data
team can instantly access enterprise data
Management group said.
assets for use in systems development, The small investment has provided the
integration, data governance and regulatory Enterprise Data Management team As a result of having centralized and
compliance. The powerful reporting and with major productivity gains. The team controlled access to corporate metadata,
search technology makes it easier for the implemented ER/Studio Enterprise Portal in both the business and IT users are able to
a matter of days and has received positive access the information they need, when they
feedback from the company’s users. The need it in order to make strategic decisions
Portal provides a centralized tool that allows based on timely and accurate information to
the team to easily share data, set user launch the business unit more quickly.
policies and generate metadata reports.
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