Automated BI Modernizations

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

What Does Partner Intelligence Do?

3

PI is IB’s Go-To Choice

Auto
IB PI
Convert


Preferred Vendor for IB Services

"We chose PI because of their success
automating complex conversions of
legacy technologies into WebFOCUS.

PI’s software application can reduce
the time, cost, and risk of converting
companies into WebFOCUS clients."

Bob Gabriel, VP of IB Professional Services


Quote from Gerry

“Partner Intelligence has had success
automating complex conversions of
legacy technologies into WebFOCUS.
Our customers are quite happy with
Partner Intelligence's capabilities and
we are pleased with the
partnership.”

Gerald Cohen, IB President and CEO


Quote from Client

“When I engaged Partner Intelligence to do a major
project to convert hundreds of production jobs from
mainframe FOCUS to WebFOCUS in just six months, it
seemed like an unattainable undertaking.
Not only was I wrong, but this was one of the
smoothest projects on which I have had the pleasure
of working in years!
If you need to convert code, then Partner Intelligence
is the company you need to work with!”

Richard Smith, Director of OKDHS IT


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

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


BI Analyzer Feature


Variety of Scanning Options
FOCUS
Programs

FOCUS
BO SQL
Metadata

SAS QMF/SQL
Analyzer
Language-specific Keyword Scans
Parses for Redundancy Analysis
Easy to add new languages

Crystal
JCL
Reports

NOMAD Any Text


Example: Crystal Reports Analysis


Analyzing Crystal Reports


Analyzing Crystal Reports (continued)


Scan Results into Database


Summary Keyword Listing


Detail Keyword Listing


FOCUS Example


Analyzing FOCUS Applications


Analyzing FOCUS Applications (continued)


Scan Results into Database


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.


Application Visualization

Easy profiling
of application
features using
Word Clouds


Application Visualization #2

Equally
important is
what’s not in
the picture:
green screens,
graphs,
database
updates


Keyword Analysis Spreadsheets

Matrix Summary and Detail
•Batch Jobs
•Program Logic
•Metadata


Redundancy Analysis Spreadsheets

Batch Job Table Column
• Grouping Usage Usage
Matrix • Grouping • Grouping
• Detail Matrix Matrix
Listing • Where- • Where-
Used Detail Used Detail


Spreadsheet of FOCUS Keywords


Easy to Spot Modernization Issues


Easy to Spot Platform Porting Issues


Filter to Easily Find Programs with Issues


Guided Ad-Hoc for Redundancy Analysis


Variety of BI Transformation Options

FOCUS NOMAD
4GL 4GL

Crystal
QMF
Reports

Enhance
SQL
for others

Convert One at a Time


One-at-a-Time Conversion Result


View Transformer Results


Convert in Mass


Mass Conversion Results


Mass Conversion Results (continued)


View Options


Batch Mode Scans for Heavy Volume


Metadata Transformer


HTML Transformer


Mainframe JCL Transformer


Questions?


Next Step

Consider a quick
assessment
using BI
Analyzer

Spend a
little to
learn a lot!


Contact Doug

E-mail:
DLautzenheiser@PartnerPS.com

Phone:
(513) 290-4220

Blog:
BI-Software.Blogspot.com

Social Sites:
LinkedIn, Twitter


Automated BI Modernizations

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