C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S November 7 - 9, 2002

C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Using Business Intelligence Architecture to Empower Thousands of Employees with Information Daryl Wise Division Director Social Security Administration Bob Latgis IT Specialist Division of Information & Integrity Systems

Brio’s Business Intelligence Role Brio Deployment Brief Demo Business Intelligence Architecture Agenda C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S

Brio’s Business Intelligence Role Brio Deployment Brief Demo Business Intelligence Architecture Agenda C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S

Brio’s Business Intelligence Role Brio Deployment Brief Demo Business Intelligence Architecture Agenda C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S

Brio’s Business Intelligence Role Brio Deployment Brief Demo Business Intelligence Architecture Agenda C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S

7 Social Security Administration Retirement Survivors Insurance (RSI - Title II), Supplemental Security Income (SSI -Title XVI), Earnings, & Enumeration An average of 49 million beneficiaries receiving $33 billion a month 10 regions; 1300 field offices; 64,000 employees Very large volumes of data

8 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Vision To provide a Business Intelligence (BI) Architecture across SSA’s programs in support of both tactical and strategic decision making.

9 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Goals & Objectives Integrate data for better decision making and integrity review functions Less dependent on applications for reporting needs More efficient distribution and access to information

10 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Goals & Objectives Information based on common values, computations, and definitions Standard access method across business functions Consistent reporting Reduction of fraud and abuse

11 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Business Drivers SUMS - SSA’s Unified Measurement System MCAS - Managerial Cost Accountability System Fraud/Abuse QA Modernization

12 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Business Intelligence Solution Report ______ ______ Performance Management, Financial Analysis Balanced Scorecard Data Mining, Cause & Effect Analysis Business Modeling & Simulation Planning, Budgeting & Trend Analysis OLAP & Spreadsheet Analysis Operational & Administrative Transactions Forecasting Statistical Analysis Performance Indication Strategic Analysis Information Extraction Data Analysis Data Collection Query & Reporting Tools

13 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Business Intelligence (BI) Tools Data Collection ODS, DW Operational & Administrative Transactions Information Extraction Brio, WebFOCUS, FOCUS, Cold Fusion Query & Reporting Tool Data Analysis Brio, Repository OLAP & Spreadsheet Analysis Strategic Analysis Brio, DW Planning, Budgeting & Trend Analysis Performance Indication Portal & Visualization Software Performance Management, Financial Analysis, Balanced Scorecard Statistical Analysis IBM - Intelligent Miner, Brio Data Mining, Cause & Effect Analysis Forecasting Business Modeling & Simulation

14 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S BI Architecture Model Data Warehouse Operational Data Stores Integration Tables ETLETL Data Mart Reporting Tools OLAP Web EMIS BI Repository ETLETL Current & Future Sources Sequential Other Stored Data Relational Documents Data Mining

15 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio Deployment Brio Intelligence deployed by customer type – Power User = Explorer (view, analyze, & query) – End User = Insight (view & analyze) – Static User = Freeview (view only) Brio Broadcast Server for scheduling requests Currently have 2,000 copies of Explorer & 7,000 copies of Insight to be distributed nation-wide

16 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio Used for Validation Brio Intelligence is one of our Systems tool to validate the data Brio Intelligence provides a huge time savings during our testing phase and provides a more accurate process

17 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio Training Approach Training based on a rollout strategy of the various subject areas within the BI Architecture Brio Software training provided in-house and to include an understanding of the subject area Train the trainer approach Produced a custom built Brio manual Planning a Computer-Based-Training (CBT) program

18 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio & Employees with Disabilities Section 508 (employees with disabilities) requirements mandatory effective June 21, 2001 A leader in Section 508 compliance, SSA has worked closely with Brio as one of the key drivers to meet the Section 508 requirements Interim approach for Section 508 requirements with version 6 – Automate the delivery of BQY files in Microsoft Excel (an alternate output) for the visually and hearing impaired – Menu item with a standard bqtools.ini file

19 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio & Employees with Disabilities Interim approach for Section 508 New menu item for Section 508 (bqtools.ini file). Use the Alt key to export sections to Microsoft Excel. The Brio section name is used to name each Excel sheet.

20 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio EIS Template & Wrapper Application Dynamic Web page of Brio files based on project Standard view of Brio files across projects Provide links to other Web sites Link to the Meta Data repository Provide filters and other Brio settings

21 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio Wrapper Application Project Folders List of Project Files Sort by Name Sort by Date Additional Links

22 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio EIS Template BI Repository Icon Home Icon Help Icon Print Icon Select Icon Last Saved DateWeb Site Links Options Query Date Report Name Selection Criteria Radio Buttons for Report Sections What’s New Select Criteria User Preferences Save File

23 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio & Meta Data Repository The meta data repository (Computer Associates product) supports our entire BI Architecture. Web based front-end into the meta data repository Brio Intelligence easily provides an interface to our repository to display business names, definitions, and other important information Brio Intelligence links directly into the meta data repository to get detail information on the Brio file

24 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S BI Meta Data Repository

25 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio & Meta Data Repository Remarks and other information from the meta data repository

26 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brio & Meta Data Repository Meta Data Repository Access

27 C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S Brief Brio Demo

Social Security Administration November 7 - 9, 2002