1. Deploying BusinessObjects XI R2 at Allstate Insurance
Insight Americas 2007
Deploying BusinessObjects XI R2 at Allstate Insurance
Tim Rodine, TCR Solutions
Aly Kherani, Allstate Insurance
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.

2. Insight Americas 2007
BREAKOUT INFORMATION
This is a hidden slide it will be printed in the handout, but will not be shown during the presentation
Deploying Business Objects XI R2 at Allstate Insurance
Learn how to review prior deployments of BusinessObjects 5 and 6 and Crystal Enterprise 10 and migrate them to BusinessObjects XI Release 2. Explore how to implement an extranet with BusinessObjects XI R2. And look at ways to administer and support users of a large deployment. Finally, find out how to support the numerous tools, such as Web Intelligence, Desktop Intelligence, and Crystal Reports in a common environment.
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3. AGENDA Business intelligence at Allstate Migration to XI R2
Insight Americas 2007
AGENDA
Business intelligence at Allstate
Migration to XI R2
Business intelligence delivery
The usage & the environment
Rolling out an XI R2 extranet
The future
Conclusion
Q&A

4. BUSINESS INTELLIGENCE AT ALLSTATE
Insight Americas 2007
BUSINESS INTELLIGENCE AT ALLSTATE

5. BUSINESS INTELLIGENCE AT ALLSTATE
Insight Americas 2007
BUSINESS INTELLIGENCE AT ALLSTATE
Allstate facts
Nation’s largest publicly-held personal lines insurer
Provides insurance products to more than 17 million households 
Founded in 1931 as part of Sears, Roebuck & Co.
Recently celebrated 75th birthday  
Corporate headquarters in Northbrook, IL
Approximately 40,000 employees; 13,000 exclusive agencies and financial specialists; and 50,000 non-proprietary producers
Allstate IT facts
12,000+ IT employees
5,000+ software applications
Multiple operating systems (Windows, OS/390, AS/400, UNIX)
Multiple database systems (Oracle, DB2, SQL Server)
Multiple data centers (Illinois, Ohio, Texas)

6. BUSINESS INTELLIGENCE AT ALLSTATE
Insight Americas 2007
BUSINESS INTELLIGENCE AT ALLSTATE
Analytics Enable Speed and Precision in Product Decisions Today
Organization Functional Silos State Managers,
Market Operating
Committees
Decision Process Anecdote-based, Fact-based, data
Opinion driven driven, model supported
“Brune believes the "secret sauce" for competitive advantage in the insurance industry lies in how data is analyzed and managed.” Catherine Brune,
Senior Vice President & Chief Information Officer
Allstate Insurance Company
Chicago Sun Times, November 27, 2006

7. BUSINESS INTELLIGENCE AT ALLSTATE
Insight Americas 2007
BUSINESS INTELLIGENCE AT ALLSTATE
Prior State
Current State
AllCorp
AllCorp
EDS
Tool 1
Enterprise Reporting Tool 2
Ivantage Tool 3
Enterprise Business Intelligence Tools
Centralized BI Center of Excellence
Historically, multiple Allstate areas held responsibility for business intelligence, which created:
BusinessObjects XI R2
Overlapping tool functionality
Overlapping organizational responsibilities
Opportunities for a more clear tool direction
Drive an enterprise BI strategy to deliver business value, lower costs, and reduce inefficiencies
Consolidate tools and support under one organization (EBIT)

8. BUSINESS INTELLIGENCE AT ALLSTATE
Insight Americas 2007
BUSINESS INTELLIGENCE AT ALLSTATE
Software and services vendor relations Act as the central and sole contact with enterprise BI tool suppliers and consultants
Infrastructure management Build, maintain, and support the information infrastructure used for reporting and analysis
Advisory services Provide best practices and consulting services to clients
Software license management Distribute and manage BI tool software
Training Coordinate, consult, and train business / technical users
Provide expertise across a range of business intelligence tools Standardized reporting, ad hoc analysis, OLAP access…
Report development Create reports for business functions
User support Provide Help Desk and technical support for business / technical users
External Relations
Internal Services
Standards and Governance
Software and services vendor relations
Infrastructure management
Advisory services
Best practices
Software license management
Training
Provide expertise across a range of business intelligence tools
Report development
User support
Ensure reporting and analytical solutions align with Allstate’s strategies
Drive towards standardized reporting and analysis tools
Efficient spending on software, services, and training
Efficient use of Allstate resources on analytics

9. Insight Americas 2007
MIGRATION TO XI R2

10. Insight Americas 2007
MIGRATION TO XI R2
In 2005 developed the strategy for migrating to BusinessObjects XI R2 and continued with participation in the beta program
Detailed planning started in 2006
Phase I
Phase II
Phase III
Final
Strategy
Detailed Planning
New Servers Built
XI R2 Environment Available
Retire
Platform
Crystal 10 Migration to XI R2
Retire
Platform
BusinessObject 6.5 Migration to XI R2
BusinessObject 5 Migration to XI R2

11. MIGRATION TO XI R2 Planning
Insight Americas 2007
MIGRATION TO XI R2
Planning
Detailed planning started with an inventory of current projects
Set date for all new projects to start on BusinessObjects XI R2
Developed a detailed project plan for including tasks, dates, resources…
The migration turned into numerous smaller projects
Developed detailed tracking spreadsheet shared by the Migration Coordinators to capture progress and issues
Defined how issues are logged and tracked

12. MIGRATION TO XI R2 Lessons learned The basics
Insight Americas 2007
MIGRATION TO XI R2
Lessons learned
The basics
Invest time in strategy and planning
Clearly identify roles, responsibilities, and processes
Meet regularly with migration team members
Log all issues in a central location
Ensure regular / thorough communication occurs

13. MIGRATION TO XI R2 The results
Insight Americas 2007
MIGRATION TO XI R2
The results
Majority of the content migrated without issue or intervention
Most users needed minimal to no training on the new environment
The Knowledge Accelerator content improved dramatically, which helped with gaps in training
Less infrastructure needed with XI R2 compared to the separate Crystal Enterprise 10 and BusinessObjects 6.5 deployments
Infrastructure support staff was freed up to work on other efforts
Many positive comments by users on the new interface and functionality with BusinessObjects XI R2
…all of this while new development efforts were underway, as well as another major upgrade project for Oracle 10g was rolled out

14. BUSINESS INTELLIGENCE DELIVERY
Insight Americas 2007
BUSINESS INTELLIGENCE DELIVERY

15. BUSINESS INTELLIGENCE DELIVERY
Insight Americas 2007
BUSINESS INTELLIGENCE DELIVERY
Decentralized Model
Centralized Model
Hybrid Report Development Model
Analyst/ Power User
Analyst/ Power User
Consumer
Tech
Tech
Consumer
Centralized
EBIT provides:
Reports, queries or analysis to business users
Central infrastructure
User support
Business Area Report Consumer
Technical report/query development
Business Power User
Business Power User
Business Area Report Consumer
EBIT provides:
Governance and standard practices
Common infrastructure
Best practices implementation
Technical report/query development
Decentralized
Business Power User
Technical resources are available in the business for BI projects
Business and IT areas can build and create their own reporting and analysis applications
Users can build and create their own reports and queries
Business end-users and / or power-users can contact ISG directly for report / analysis services
EBIT provides to all users:
Central repository for reports
Governance
Software license management

16. BUSINESS INTELLIGENCE DELIVERY
Insight Americas 2007
BUSINESS INTELLIGENCE DELIVERY
External Technology Teams
Users
Claims
Get
Information
Deploy Applications
Product Ops
Guidance, Consulting & Oversight
Deploy Applications
Administer System
Allstate Financial
Business Intelligence
COE
Local Team
Distribution
Offshore Team

17. BUSINESS INTELLIGENCE DELIVERY
Insight Americas 2007
BUSINESS INTELLIGENCE DELIVERY
User Types
Tool Approach
Performance Manager
Provides the ability to perform goals management, balanced scorecards
Dashboard Manager
Provides the ability to build dashboard applications
Xcelsius
Provides advanced visualization techniques and what-if analysis
Business Objects
Provides business semantic layer for analysts and power users
Allows business area to take control of data
Basic hierarchal reports can be published
Crystal Reports
Provides set operational metric reporting for the masses.
Easily integrates as a component of web applications
Prestine presentation
Information Consumption
Operational metric with drills to detail
Analyst flexibility by filters, views, and business access layer to data
Power users (expert analysts) that have access to the data and can publish reports for broader audience
High level Key Performance Indicators
Exec. Dashboard Users 5%
Report Publishers /
Power Users
10%
15%
Analysts
Report / Information
Consumers
70%
Approximations based on Allstate’s environments

18. Insight Americas 2007
ENVIRONMENT & USAGE

19. ENVIRONMENT & USAGE Requirements 30,000 users Scalable to 40,000 users
Insight Americas 2007
ENVIRONMENT & USAGE
Requirements
30,000 users
40% Web Intelligence content, 10% concurrent
50% Crystal Reports content, 10% concurrent
10% Desktop Intelligence content, 5% concurrent
Up to 400 simultaneous requests
Scalable to 40,000 users
Failover
Data distributed between multiple data centers

20. ENVIRONMENT & USAGE Access to data
Insight Americas 2007
ENVIRONMENT & USAGE
Access to data
60+ long list of potential data sources
Key databases environments at Allstate:
Oracle
SQL Server
DB2
SAP (R3 and BW)

21. Insight Americas 2007
ENVIRONMENT & USAGE

22. Insight Americas 2007
ENVIRONMENT & USAGE

23. ROLLING OUT AN XI R2 EXTRANET
Insight Americas 2007
ROLLING OUT AN XI R2 EXTRANET

24. ROLLING OUT AN XI R2 EXTRANET
Insight Americas 2007
ROLLING OUT AN XI R2 EXTRANET
Need to convert an extranet built in V5 to XI R2 used by:
~ 200 Sales Staff
~ 14,000 Agents
Motivation:
1. Allstate discontinued support for current servers & server software
2. Business Objects is discontinuing support of the software
3. The BusinessObjects XI R2 software provides enhanced functionality

25. ROLLING OUT AN XI R2 EXTRANET
Insight Americas 2007
ROLLING OUT AN XI R2 EXTRANET
Agent Desktop Login & Interface
Challenges:
Seamless sign on needed from extranet application to XI R2
New security model with XI R2
Internal users Windows AD
External users Enterprise
New user interface with XI R2

26. ROLLING OUT AN XI R2 EXTRANET
Insight Americas 2007
ROLLING OUT AN XI R2 EXTRANET
Lessons learned
Communication and training are key
Size for peak usage
XI R2 rich graphic interface was optimized for performance
Day in Month

27. Insight Americas 2007
THE FUTURE

28. THE FUTURE Data Exploration Descriptive Modeling Predictive Modeling
Insight Americas 2007
THE FUTURE
Data
Exploration
Descriptive
Modeling
Predictive
Modeling
Model
Optimization
Model
Deployment
Data Visualization
Chart/Plot/Map
Nonparametric Statistics
Analysis of variance
Regression analysis
Decision Tree
Time Series Analysis
Data access
Manipulation
Transformation
Data reporting
Decision Analysis
Non-Linear, Linear, integer and mixed-integer programming.
Scorecard
Exception rule settings
Events management
What is the best that could happen?
Why did it happen?
What should be happening?
What happened?
What will happen?
PAST
PRESENT
FUTURE

29. Insight Americas 2007
THE FUTURE

30. Insight Americas 2007
CONCLUSION
BusinessObjects XI R2 has enabled Allstate to standardize on one platform for Business Intelligence
With a Business Intelligence Center of Excellence Allstate has realized significant benefits
Planning is very important to be successful with BusinessObjects XI R2 and a Center of Excellence

31. Insight Americas 2007
Q&A
Questions
Tim Rodine, President, TCR Solutions
Aly Kherani, Business Intelligence Manager, Allstate Insurance
We will repeat questions to ensure everyone can hear
Contact information