Automating BIModernizations
Who is Partner Intelligence?  What and to Whom?  • Partner Intelligence provides consulting services to organizations usin...
What Does Partner Intelligence Do?                                     3
PI is IB’s Go-To Choice                                                            Auto   IB                            PI...
Preferred Vendor for IB Services"We chose PI because of their successautomating complex conversions oflegacy technologies ...
Quote from Gerry“Partner Intelligence has had successautomating complex conversions oflegacy technologies into WebFOCUS.Ou...
Quote from Client“When I engaged Partner Intelligence to do a majorproject to convert hundreds of production jobs frommain...
BI Modernization Methodology (DAPPER)  Discovery 1                          Analysis 2     Conduct discovery conversation...
BI Modernization Software  BI Modernization Workbench  • Components include: BI Analyzer, BI Transformer, and BI Generator...
BI Modernization Workbench              Copyright 2012 Partner Intelligence, LLC   10
BI Analyzer Feature               Copyright 2012 Partner Intelligence, LLC   11
Variety of Scanning Options                                      FOCUS                                     Programs       ...
Example: Crystal Reports Analysis               Copyright 2012 Partner Intelligence, LLC   13
Analyzing Crystal Reports               Copyright 2012 Partner Intelligence, LLC   14
Analyzing Crystal Reports (continued)               Copyright 2012 Partner Intelligence, LLC   15
Scan Results into Database               Copyright 2012 Partner Intelligence, LLC   16
Summary Keyword Listing              Copyright 2012 Partner Intelligence, LLC   17
Detail Keyword Listing               Copyright 2012 Partner Intelligence, LLC   18
FOCUS Example                Copyright 2012 Partner Intelligence, LLC   19
Analyzing FOCUS Applications               Copyright 2012 Partner Intelligence, LLC   20
Analyzing FOCUS Applications (continued)               Copyright 2012 Partner Intelligence, LLC   21
Scan Results into Database               Copyright 2012 Partner Intelligence, LLC   22
Scanned Inventory Database  Program Inventory Results  • Details by type, folder name, program                            ...
Application Visualization                                                           Easy profiling                        ...
Application Visualization #2                                                               Equally                        ...
Keyword Analysis SpreadsheetsMatrix Summary and Detail•Batch Jobs•Program Logic•Metadata               Copyright 2012 Part...
Redundancy Analysis SpreadsheetsBatch Job       Table                                     Column• Grouping      Usage     ...
Spreadsheet of FOCUS Keywords              Copyright 2012 Partner Intelligence, LLC   28
Easy to Spot Modernization Issues                Copyright 2012 Partner Intelligence, LLC   29
Easy to Spot Platform Porting Issues                Copyright 2012 Partner Intelligence, LLC   30
Filter to Easily Find Programs with Issues                Copyright 2012 Partner Intelligence, LLC   31
Guided Ad-Hoc for Redundancy Analysis               Copyright 2012 Partner Intelligence, LLC   32
Variety of BI Transformation Options          FOCUS                               NOMAD           4GL                     ...
Convert One at a Time               Copyright 2012 Partner Intelligence, LLC   34
One-at-a-Time Conversion Result               Copyright 2012 Partner Intelligence, LLC   35
View Transformer Results               Copyright 2012 Partner Intelligence, LLC   36
Convert in Mass                  Copyright 2012 Partner Intelligence, LLC   37
Mass Conversion Results               Copyright 2012 Partner Intelligence, LLC   38
Mass Conversion Results (continued)               Copyright 2012 Partner Intelligence, LLC   39
View Options               Copyright 2012 Partner Intelligence, LLC   40
Batch Mode Scans for Heavy Volume              Copyright 2012 Partner Intelligence, LLC   41
Metadata Transformer              Copyright 2012 Partner Intelligence, LLC   42
HTML Transformer              Copyright 2012 Partner Intelligence, LLC   43
Mainframe JCL Transformer              Copyright 2012 Partner Intelligence, LLC   44
Questions?             Copyright 2012 Partner Intelligence, LLC   45
Next Step                                                             Consider a quick                                    ...
Contact Doug  E-mail:            DLautzenheiser@PartnerPS.com  Phone:            (513) 290-4220  Blog:            BI-Softw...
Copyright 2012 Partner Intelligence, LLC   48
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Automated BI Modernizations

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Automatically modernize your legacy reporting applications with Partner Intelligence's BI Modernization Workbench!

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  • Partner Intelligence provides technical consulting services to organizations using (or considering) enterprise Business Intelligence initiatives. We offer BI strategic advice, application development, and automated conversion services. From our corporate headquarters in Cincinnati, we serve North America and have a focus on major Midwest cities such as Columbus, Indianapolis, and Louisville.  Clients engage us when they: Implement Business Intelligence and need to establish the proper foundation for successBuild new BI applications and need expertise, experience, and ideas Replace legacy BI applications and need methodologies and tools for efficient removal Need to deal with stalled or failed BI initiatives Need onsite BI mentors or trainers to increase their staff capabilities    We provide our clients with deep technical expertise in BI application development. Clients come to Partner Intelligence for results they are not currently getting on their own.    
  • In June of 2009, Bob Gabriel of IB’s Professional Services organization chose Partner Intelligence as their preferred provider of conversion services.
  • The scanner/inventory feature is easily modified for new technologies.FOCUS includes FOCEXEC logic and Metadata files (MFDs)
  • Automated BI Modernizations

    1. 1. Automating BIModernizations
    2. 2. Who is Partner Intelligence? What and to Whom? • Partner Intelligence provides consulting services to organizations using (or considering) Business Intelligence software. We offer BI strategic advice, application development, and automated legacy BI modernization services Where? • From our corporate headquarters in Cincinnati, we serve North America and focus on major Midwest cities such as Columbus, Detroit, Indianapolis, Louisville, and Nashville. Why and When? • BI clients come for results they are not currently getting on their own, engaging Partner Intelligence when they: • Implement BI and need to establish the proper foundation for success • Build new BI applications and need expertise, experience, and ideas • Want to replace legacy BI applications and need methodologies and tools for efficient removal • Must deal with stalled or failed BI initiatives • Need onsite BI mentors to increase their staff capabilities How? • We provide clients with technical expertise in BI application development. Our skilled consultants use methodologies, templates, and tools to efficiently complete project-based engagements. Copyright 2012 Partner Intelligence, LLC 2
    3. 3. What Does Partner Intelligence Do? 3
    4. 4. PI is IB’s Go-To Choice Auto IB PI Convert Copyright 2012 Partner Intelligence, LLC 4
    5. 5. Preferred Vendor for IB Services"We chose PI because of their successautomating complex conversions oflegacy technologies into WebFOCUS.PI’s software application can reducethe time, cost, and risk of convertingcompanies into WebFOCUS clients." Bob Gabriel, VP of IB Professional Services Copyright 2012 Partner Intelligence, LLC 5
    6. 6. Quote from Gerry“Partner Intelligence has had successautomating complex conversions oflegacy technologies into WebFOCUS.Our customers are quite happy withPartner Intelligences capabilities andwe are pleased with thepartnership.” Gerald Cohen, IB President and CEO Copyright 2012 Partner Intelligence, LLC 6
    7. 7. Quote from Client“When I engaged Partner Intelligence to do a majorproject to convert hundreds of production jobs frommainframe FOCUS to WebFOCUS in just six months, itseemed like an unattainable undertaking.Not only was I wrong, but this was one of thesmoothest projects on which I have had the pleasureof working in years!If you need to convert code, then Partner Intelligenceis the company you need to work with!” Richard Smith, Director of OKDHS IT Copyright 2012 Partner Intelligence, LLC 7
    8. 8. BI Modernization Methodology (DAPPER) Discovery 1 Analysis 2  Conduct discovery conversation o Finalize inventory  Obtain legacy libraries o Review options for architecture and conversion approach  Scan inventory o Establish a ballpark time/cost estimate o Set expectations Pilot and Planning 3 Execution (phased) to Retire 4 o Reach architecture agreement o Invoke teams o Select test group and produce o Perform conversions and move pilot to testing environment o Finalize plan o Retire legacy products 8
    9. 9. BI Modernization Software BI Modernization Workbench • Components include: BI Analyzer, BI Transformer, and BI Generator BI Analyzer • Mines text of legacy reporting libraries • Extracts findings into inventory database where modernization analytics are performed • Modernization inventory and automated project plans • Keyword profiling of legacy applications • Redundancy analysis for consolidation BI Transformer • Translates legacy source reporting code into WebFOCUS applications BI Generator • Using metadata, quickly generates highly-dynamic WebFOCUS applications Copyright 2012 Partner Intelligence, LLC 9
    10. 10. BI Modernization Workbench Copyright 2012 Partner Intelligence, LLC 10
    11. 11. BI Analyzer Feature Copyright 2012 Partner Intelligence, LLC 11
    12. 12. Variety of Scanning Options FOCUS Programs FOCUS BO SQL Metadata BI Modernization Workbench SAS QMF/SQL Analyzer Language-specific Keyword Scans Parses for Redundancy Analysis Easy to add new languages Crystal JCL Reports NOMAD Any Text Copyright 2012 Partner Intelligence, LLC 12
    13. 13. Example: Crystal Reports Analysis Copyright 2012 Partner Intelligence, LLC 13
    14. 14. Analyzing Crystal Reports Copyright 2012 Partner Intelligence, LLC 14
    15. 15. Analyzing Crystal Reports (continued) Copyright 2012 Partner Intelligence, LLC 15
    16. 16. Scan Results into Database Copyright 2012 Partner Intelligence, LLC 16
    17. 17. Summary Keyword Listing Copyright 2012 Partner Intelligence, LLC 17
    18. 18. Detail Keyword Listing Copyright 2012 Partner Intelligence, LLC 18
    19. 19. FOCUS Example Copyright 2012 Partner Intelligence, LLC 19
    20. 20. Analyzing FOCUS Applications Copyright 2012 Partner Intelligence, LLC 20
    21. 21. Analyzing FOCUS Applications (continued) Copyright 2012 Partner Intelligence, LLC 21
    22. 22. Scan Results into Database Copyright 2012 Partner Intelligence, LLC 22
    23. 23. Scanned Inventory Database Program Inventory Results • Details by type, folder name, program Easy to create new analysis Keyword Scan Results reports as needed by • Counts for Keywords client Redundancy Results • Counts for Objects (e.g., Table and Column names) and Object types Client-based Business Rules • Added to assist with analsysi, obsolescence, redundancy, etc. Copyright 2012 Partner Intelligence, LLC 23
    24. 24. Application Visualization Easy profiling of application features using Word Clouds Copyright 2012 Partner Intelligence, LLC 24
    25. 25. Application Visualization #2 Equally important is what’s not in the picture: green screens, graphs, database updates Copyright 2012 Partner Intelligence, LLC 25
    26. 26. Keyword Analysis SpreadsheetsMatrix Summary and Detail•Batch Jobs•Program Logic•Metadata Copyright 2012 Partner Intelligence, LLC 26
    27. 27. Redundancy Analysis SpreadsheetsBatch Job Table Column• Grouping Usage Usage Matrix • Grouping • Grouping• Detail Matrix Matrix Listing • Where- • Where- Used Detail Used Detail Copyright 2012 Partner Intelligence, LLC 27
    28. 28. Spreadsheet of FOCUS Keywords Copyright 2012 Partner Intelligence, LLC 28
    29. 29. Easy to Spot Modernization Issues Copyright 2012 Partner Intelligence, LLC 29
    30. 30. Easy to Spot Platform Porting Issues Copyright 2012 Partner Intelligence, LLC 30
    31. 31. Filter to Easily Find Programs with Issues Copyright 2012 Partner Intelligence, LLC 31
    32. 32. Guided Ad-Hoc for Redundancy Analysis Copyright 2012 Partner Intelligence, LLC 32
    33. 33. Variety of BI Transformation Options FOCUS NOMAD 4GL 4GL Crystal QMF Reports Enhance SQL for others Copyright 2012 Partner Intelligence, LLC 33
    34. 34. Convert One at a Time Copyright 2012 Partner Intelligence, LLC 34
    35. 35. One-at-a-Time Conversion Result Copyright 2012 Partner Intelligence, LLC 35
    36. 36. View Transformer Results Copyright 2012 Partner Intelligence, LLC 36
    37. 37. Convert in Mass Copyright 2012 Partner Intelligence, LLC 37
    38. 38. Mass Conversion Results Copyright 2012 Partner Intelligence, LLC 38
    39. 39. Mass Conversion Results (continued) Copyright 2012 Partner Intelligence, LLC 39
    40. 40. View Options Copyright 2012 Partner Intelligence, LLC 40
    41. 41. Batch Mode Scans for Heavy Volume Copyright 2012 Partner Intelligence, LLC 41
    42. 42. Metadata Transformer Copyright 2012 Partner Intelligence, LLC 42
    43. 43. HTML Transformer Copyright 2012 Partner Intelligence, LLC 43
    44. 44. Mainframe JCL Transformer Copyright 2012 Partner Intelligence, LLC 44
    45. 45. Questions? Copyright 2012 Partner Intelligence, LLC 45
    46. 46. Next Step Consider a quick assessment using BI Analyzer Spend a little to learn a lot! Copyright 2012 Partner Intelligence, LLC 46
    47. 47. Contact Doug E-mail: DLautzenheiser@PartnerPS.com Phone: (513) 290-4220 Blog: BI-Software.Blogspot.com Social Sites: LinkedIn, Twitter Copyright 2012 Partner Intelligence, LLC 47
    48. 48. Copyright 2012 Partner Intelligence, LLC 48

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