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

© Zurich -© Zurich 2 Contents Overview Business Intelligence Environment Business Intelligence Competency Center Project Plan and Roadmap Questions

© Zurich -© Zurich 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.

© Zurich -© Zurich 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

© Zurich -© Zurich 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 -

© Zurich -© Zurich 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

© Zurich -© Zurich 7 Contents Overview Business Intelligence Environment Business Intelligence Competency Center Project Plan and Roadmap Questions

© Zurich -© Zurich 8 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 Webi 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 Zurich’s Business Intelligence Environment

© Zurich -© Zurich 9 Web Intelligence - Current State Business Objects / Web Intelligence Single version production repository on UDB DB2 with 1 security domain, 1 universe domain and 18 document domains total named users and 190 groups on the 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 universe connections -1 BCA Scheduler on 1 primary node with 2 secondary nodes (which execute 593 recurrences)

© Zurich -© Zurich 10 Crystal Enterprise – Current State Crystal Enterprise 9.0 -Single Crystal Enterprise 9.0 installation users and 100’s of groups -Approximately 2800 reports in public folders estimated active Crystal Reports 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.

© Zurich -© Zurich 11 Web Intelligence Environment

© Zurich -© Zurich 12 Current Crystal Architecture

Recommended Architecture

© Zurich -© Zurich 14 Contents Overview Business Intelligence Environment Business Intelligence Competency Center Project Plan and Roadmap Questions

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

© Zurich -© Zurich 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

© Zurich -© Zurich 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

© Zurich -© Zurich 18 BI Tool Specialist BI Tool Specialist BI Program Manager BI Program Manager Business Intelligence Sr. Executive Business Intelligence Sr. Executive DW Project Manager DW Project Manager DW Operations Manager DW Operations Manager Data Quality Lead Data Quality Lead Business Unit Support Business Unit Support Data Steward Champion Data Steward Champion Business Analyst Business Intelligence Competency Center Business Intelligence Competency Center Content Specialist Training Specialist Key Relationship Data Architect/ Dba Data Architect/ Dba ETL Lead Security Manager Meta Data Manager Meta Data Manager Infrastructure Lead Infrastructure Lead BI Tool Specialist BI Business Analyst BI Business Analyst Security Team BICC – Organizational Model

© Zurich -© Zurich 19 Contents Overview Business Intelligence Environment Business Intelligence Competency Center Project Plan and Roadmap Questions

© Zurich -© Zurich 20 Define Scope Plan / Replan Train Analysis & Design Develop & Test Migrate Project Roadmap

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

© Zurich -© Zurich 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

© Zurich -© Zurich 23 Define Scope Confirm cleanup effort Establish Security requirements Define migration iterations Create work breakdown structure Develop detailed project plan

© Zurich -© Zurich 24 Train Business Objects classroom training Role specific training Application developer training Implementation and Support Services Iteration training and support

© Zurich -© Zurich 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

© Zurich -© Zurich 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

© Zurich -© Zurich 27 Acknowledgements Frank Colletti Ted Balzano Paul Melinyshyn Nancy Keen Business Objects

© Zurich -© Zurich 28 Questions