1. How to Build a QlikView Enterprise Strategy Brad Peterman Director, Enterprise Client Deployments

2. Why build an enterprise strategy? - Helps you manage your deployment & resources - Helps you secure commitment and credibility - Helps you align with corporate standards and architecture How do we get started? - Plan a 3-day strategic retreat to Palm Springs to “think outside the box” … or …. - Start from an Enterprise Framework that allows you to incrementally build your strategy, taking advantage of samples, best practices and scenarios to draw from Introduction

3. Framework and Strategy Integrated Development Application Architecture Design Metadata Mgmt Testing Deployment Code Management ConnectivityIntegrationReloads Administration License MgmtMonitoringSecurity Scalability Data mgmt High Availability Optimization Server Architecture Strategy Development & Training Positioning

4. 1.Organization of Enterprise Materials and Strategies Where are the answers to your stakeholders questions about your QlikView deployment? 2.Presentation of Enterprise Capabilities and Successes What have you done with QlikView so far, and what do you plan to do in the future? 3.Demonstration of Enterprise Readiness How will you scale QlikView to an enterprise level? Why use a framework?

5. Enterprise Framework Components

6. License Management: license utilization summary license oversight and procedures License Management: license utilization summary license oversight and procedures Monitoring: QVS/Publisher monitoring best practices Ops Monitor application monitoring procedures/checklist Monitoring: QVS/Publisher monitoring best practices Ops Monitor application monitoring procedures/checklist Security: QlikView security overview Security documentation Security audit procedures Security: QlikView security overview Security documentation Security audit procedures Enterprise Framework Components - Administration

7. Code Management: development workflows deployment processes production checklists Code Management: development workflows deployment processes production checklists Connectivity: data connectors connection scripts & standards Connectivity: data connectors connection scripts & standards Integration: portal integration AccessPoint usage and policies Integration: portal integration AccessPoint usage and policies Reloads: Publisher job/task standards reload architecture Reloads: Publisher job/task standards reload architecture Enterprise Framework Components – Deployment

8. Application Architecture: architecture diagrams segmentation and chaining best practices qvd overview and use Application Architecture: architecture diagrams segmentation and chaining best practices qvd overview and use Design: design best practices corporate branding themes and templates requirements/design templates Design: design best practices corporate branding themes and templates requirements/design templates Metadata Management: QlikView metadata best practices/demos metadata architecture Metadata Management: QlikView metadata best practices/demos metadata architecture Testing: testing best practices testing tools and demos test plans/results templates Testing: testing best practices testing tools and demos test plans/results templates Enterprise Framework Components – Development

9. Data Management: data model best practices data architecture diagrams qvd/qvw capacity plans/estimates Data Management: data model best practices data architecture diagrams qvd/qvw capacity plans/estimates High Availability: server clustering overview backup/recovery procedures High Availability: server clustering overview backup/recovery procedures Optimization: QlikView optimization best practices performance testing tools/techniques performance benchmarks Optimization: QlikView optimization best practices performance testing tools/techniques performance benchmarks Server Architecture: server architecture diagrams QlikView architecture white papers server sizing plans/estimates Server Architecture: server architecture diagrams QlikView architecture white papers server sizing plans/estimates Enterprise Framework Components – Scalability

10. Development & Training: development team roles CoE/competency center documents QlikView training plan/policies Development & Training: development team roles CoE/competency center documents QlikView training plan/policies Positioning: QlikView positioning diagrams BI pattern matching – QlikView QlikView roadmap Positioning: QlikView positioning diagrams BI pattern matching – QlikView QlikView roadmap Enterprise Framework Components – Strategy

11. Let’s walk through the QlikView Enterprise Strategy template… Enterprise Strategy Template

12. 1.Start with templates: Enterprise Framework QlikView Strategy Document 1.Start with templates: Enterprise Framework QlikView Strategy Document 2.Add documents to framework and customize content for your deployment and plans Enterprise Framework 3.Add current state/future state and links to Strategy Document to tie them together 4.Make Framework and Strategy documentation an integral part of your QlikView processes 4 Steps to Building a QlikView Enterprise Strategy

13. Strategy helps answer a key question:

14. Thank you!