Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
From Strategy to Implementation the
Right Steps to Creating a BI Platform
IDMA 2015 ANNUAL MEETING AND SEMINAR
Agenda
2
• Edgewater Overview
• The Business Problems
• The Strategy
– BI Strategy and Requirements
– Empower the Business...
Overview
3
Edgewater Corporate Overview
• Founded in 1992
• Focus on upper-middle and
global 2000 markets
• 500+ employees
• 1000+ cl...
Edgewater Insurance Competencies
5
PAS
Illustration
Conversion
BI/Data
Strategy
Doc Gen
Automated
Print
Ecommerce
The Client: Business Problems
6
• It takes too long to get reports
• The reports are inconsistent, so which one
is correct...
Strategy Project - Approach
7
• Meet with representative IT, business, and executive
stakeholders to capture their high-le...
Enterprise Data Pipeline
8
• Gather Requirements
DataCapture
Admin
Cust. Care
Finance
Sales
DataTransformation
Claims
Oper...
Findings
9
• Continually Evolving Policy Administration System
(PAS) - ALIP
• Inability to Produce or Obtain Information N...
Phase Planning
10
• Define, Prioritize, Schedule, Execute –
Phase-Specific Plans
1. Examine each Data Domain
1
2
34
5
6
2....
3-Year Timeline
11
Year 1 Year 2 Year 3
Ongoing Phase Prioritization and Definition
Phase 1 – 7 months
Finance
Corresponde...
The Implementation
12
• Build an Enterprise Data Warehouse that will serve as:
– an integrated, multi-subject-area reposit...
Architecture
13
SQL Server 2008 R2 (SP3)
ALIP
Source System
Extract
ETL System
SQL Server Integration Services 2014
Enterp...
What’s Next
14
• Departments
– Finance
– Government Affairs
– HR
– Investments
– Operations
• New Business
• Underwriting
...
15
Questions?
Thank You!
Upcoming SlideShare
Loading in …5
×

From Strategy to Implementation the Right Steps to Creating a BI Platform

959 views

Published on

Edgewater presented a case study on developing and implementing a BI platform at the IDMA 2015 Annual Meeting and Seminar.

Published in: Business
  • Be the first to comment

From Strategy to Implementation the Right Steps to Creating a BI Platform

  1. 1. From Strategy to Implementation the Right Steps to Creating a BI Platform IDMA 2015 ANNUAL MEETING AND SEMINAR
  2. 2. Agenda 2 • Edgewater Overview • The Business Problems • The Strategy – BI Strategy and Requirements – Empower the Business to Make Decisions on Directions and Needs – Define the Phases • The Implementation • What’s Next • Questions and Answers
  3. 3. Overview 3
  4. 4. Edgewater Corporate Overview • Founded in 1992 • Focus on upper-middle and global 2000 markets • 500+ employees • 1000+ clients • 5,300+ projects completed to date • Large North American footprint – UK presence • Publicly traded (NASDAQ: EDGW) – Public in 1996 (STAF) – Reverse IPO in 2000 (EDGW) • Co-founders still with the Company 4
  5. 5. Edgewater Insurance Competencies 5 PAS Illustration Conversion BI/Data Strategy Doc Gen Automated Print Ecommerce
  6. 6. The Client: Business Problems 6 • It takes too long to get reports • The reports are inconsistent, so which one is correct • The report was right last month, but now it is wrong • As the business grows, the reporting can’t keep up
  7. 7. Strategy Project - Approach 7 • Meet with representative IT, business, and executive stakeholders to capture their high-level business requirements for the enterprise data warehouse; • Examine the identified source systems, to assess their ability to provide the data needed to meet the defined reporting and analytic needs, and to understand the nature and mechanics of the data collection; • Meet with representative business stakeholders and other appropriate end-users to capture the detailed requirements for data, reporting and analytics to be supported by this data warehouse.
  8. 8. Enterprise Data Pipeline 8 • Gather Requirements DataCapture Admin Cust. Care Finance Sales DataTransformation Claims Operational Financial Policy Other Universal Data Model Extraction/ Mapping Translation DataConsumption Subject Area Data Marts Data Cubes Master Reference Data Analytics/ Self Service Alerts and Dashboards Standard Reports
  9. 9. Findings 9 • Continually Evolving Policy Administration System (PAS) - ALIP • Inability to Produce or Obtain Information Needed Today • Excessive Turnaround Time for Critical Information • Inconsistency of Enterprise Terminology • Manual Reporting Processing and Tools • Multiple Databases, FTEs, and Costs in Reporting • Fear of Inability to Scale for the Future
  10. 10. Phase Planning 10 • Define, Prioritize, Schedule, Execute – Phase-Specific Plans 1. Examine each Data Domain 1 2 34 5 6 2. Position Data Domain within Enterprise Content Model 3. Assess Scoping & Prioritization Criteria 4. Develop Phase-Specific Data Integration Plan 5. Align with Data Architecture, Overall Program, Governance 6. Schedule & Execute Phase-Specific Plan Data Supply Assess & Prioritize User Demand • Analytic needs of end-users • Business priorities • Data Domains • From multiple source systems
  11. 11. 3-Year Timeline 11 Year 1 Year 2 Year 3 Ongoing Phase Prioritization and Definition Phase 1 – 7 months Finance Correspondence Operations Actuarial Investments/HR
  12. 12. The Implementation 12 • Build an Enterprise Data Warehouse that will serve as: – an integrated, multi-subject-area repository that will hold the critical information needed by various stakeholders, decision makers, analysts and sales staff across the organization; – a focal point to enable coordination and integrate the definition, collection, processing, management, analysis, presentation and dissemination of various sources and formats of data pertaining to numerous functional and subject areas; – the foundation of an end-to-end architecture that is cost-effective, flexible, scalable, and meets requirements for security and audit-ability. • Build a Sales & Marketing Data Mart that will: – introduce key Sales & Marketing subject areas – integrate and replace stand-alone Sales & Marketing specific spreadsheets – introduce key reports and dashboards that can be used as templates for self-service reporting and analysis
  13. 13. Architecture 13 SQL Server 2008 R2 (SP3) ALIP Source System Extract ETL System SQL Server Integration Services 2014 Enterprise Data Warehouse SQL Server 2014 Dimensional Data Model LoadTransform OLAP Cubes SQL Server Analysis Services 2014 (Multi-Dimensional Model) Load Reporting SQL Server Reporting Services 2014 MDX
  14. 14. What’s Next 14 • Departments – Finance – Government Affairs – HR – Investments – Operations • New Business • Underwriting • Policy Holder Services • Beneficiary Services • Actuarial Data Mart and Advanced Analytics Project Initiation Requirements QA Test (Test Cases) User Test Knowledge Transfer and Deployment Steering Committee Appropriate SMEs IT Staff
  15. 15. 15 Questions? Thank You!

×