1. BI Rationalization Reduce Risk, Trim Costs and Improve Your Decision-Making Ability Presented By: Vincent Belanger Partner, BI & Data Mgmt. Rolta-TUSC 919-676-5312 BelangerV@Tusc.com

2. Slide 2 / BI Rationalization Presentation Agenda  Current State of Business Intelligence BI - A Business Imperative The Evolution. What Happened. Why Did It Happen?  Answering the Call BI Vendors Respond Why Isn’t Everyone “Rationalizing”?  The Methodology – BI Rationalization BI Rationalization Approach Overview Report Conversion Utility  BI Rationalization Cost Justification The Final Results  Case Studies

3. Slide 3 / BI Rationalization Current State of BI: A Business Imperative Base: 82 IT decision-makers (percentages do not total 100 because of rounding) “How widespread is your organization’s adoption of BI, Data Warehousing, and Data Integration initiatives?” Source: August 2008 Global BI And Data Management Online Survey

4. Slide 4 / BI Rationalization Source: August 2008 Global BI And Data Management Online Survey Base: 82 IT decision-makers Current State of BI: A Business Imperative “How many different BI products do you have in your department; across the entire enterprise?”

5. Slide 5 / BI Rationalization Current State of BI: A Business Imperative From a Business Intelligence perspective, the primary focus for IT Directors and CIO’s is to reduce internal and overhead (I&O) cost through:  Unified BI solutions  Collaboration between departments  Reduction in BI shelf ware  Leverage existing solutions  Realize ROI; which was the original intent - Gartner Group

6. Slide 6 / BI Rationalization Current State of BI: The Evolution. What Happened? Sales & Marketing DW/BI TOOL

7. Slide 7 / BI Rationalization BI Tool 2 Sales & Marketing Finance Current State of BI: The Evolution. What Happened?

8. Slide 8 / BI Rationalization Custom Built Reporting Solution BI Tool 2 Data Warehouse BI Tool 1 BI Tool 3 Multiple BI ToolsDisparate Systems Data Warehouse Business Units Finance Sales & Marketing Customer Service Operations Current State of BI: The Evolution. What Happened? “The Road to Hell is paved with good intentions” – Samuel Johnson

9. Slide 9 / BI Rationalization Custom Built Reporting Solution BI Tool 2 Data Warehouse BI Tool 1 BI Tool 3 Multiple BI Tools Data Warehouse Business Units On-going System Cost $1,650,000 $2,300,000 $1,850,000 $2,100,000 Total Cost: $7,900,000 Current State of BI: The Evolution. What Happened? “The cost of living in Hell is expensive” – Mike Cochran Finance Sales & Marketing Customer Service Operations

10. Slide 10 / BI Rationalization  Multiple BI environments strap organizations with excessive support cost and reduce user adoption.  Inability to created economies of scale through  establishment of a Center of Excellence (COE)  software maintenance agreements  common technical architectures  Transfer/reuse of business logic  Resource planning/training (admin and user)  “Multiple versions of the truth” compromise visibility/trust  Increase in data movement requirements (ETL processes); increases likelihood of errors; duplication of effort/support  Fosters “information hoarding”, silos; political  Complicates metadata management strategies  Constrains organizational growth due to lack of “consolidated insight” Current State of BI: The Evolution. What Happened?

11. Slide 11 / BI Rationalization Historically companies had to purchase multiple tools to meet information delivery needs. ETL Data Warehouse Database AnalyticsOLAPReportingData miningDashboards Product 1 Product 2 Product 4 Product 3 Prod. 2 Product 5 Current State of BI: Why Did It Happen

12. Slide 12 / BI Rationalization Historically companies had to purchase multiple tools to meet information delivery needs. ETL Data Warehouse Database AnalyticsOLAPReportingData miningDashboards Current State of BI: Why Did It Happen Oracle / SAP / Cognos / Microsoft Solutions have evolved… Oracle acquires Hyperion… SAP acquires Business Objects… Business Objects acquires Crystal… Oracle acquires Siebel… Microsoft acquires ProClarity… IBM acquires Cognos…

13. Slide 13 / BI Rationalization OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process Financial Performance Management Applications Insight Performance Action Set Goals Plan Monitor Analyze Report Align Hyperion Essbase Oracle BI Server Common Enterprise Information Model Reporting & Publishing Financial Reporting BI Publisher Interactive Reporting SQR Production Reporting Web Analysis Ad hoc Analysis Proactive Detection and Alerts Microsoft Office Interactive Dashboards Answering the Call: BI Vendors Respond * Similar conceptual architectures are offered by IBM, Microsoft and SAP

14. Slide 14 / BI Rationalization Standardizing on a single Business Intelligence (BI) reporting and analysis solution is a good idea in theory... Companies can save money by standardizing but must plan for a long, slow migration that may not be practical. - Forrester Answering the Call: Why Isn’t Everyone “Rationalizing?

15. Slide 15 / BI Rationalization Standardizing on a single Business Intelligence (BI) reporting and analysis solution is a good idea in theory... Companies can save money by standardizing but must plan for a long, slow migration that may not be practical. - Forrester Answering the Call: Why Isn’t Everyone “Rationalizing? Barriers to BI Rationalization Cost to Migrate Political Fiefdoms Change Management / Training Limited System Documentation Audit of Objects to be Migrated Upstream and Downstream Data Dependencies End User Preferences

16. Slide 16 / BI Rationalization Standardizing on a single Business Intelligence (BI) reporting and analysis solution is a good idea in theory... Companies can save money by standardizing but must plan for a long, slow migration that may not be practical. - Forrester We Need A Plan Answering the Call: Why Isn’t Everyone “Rationalizing?

17. Slide 17 / BI Rationalization Standardizing on a single Business Intelligence (BI) reporting and analysis solution is a good idea in theory... Companies can save money by standardizing but must plan for a long, slow migration that may not be practical. - Forrester “This is not a plan” Answering the Call: Why Isn’t Everyone “Rationalizing?

18. Slide 18 / BI Rationalization Standardizing on a single Business Intelligence (BI) reporting and analysis solution is a good idea in theory... Companies can save money by standardizing but must plan for a long, slow migration that may not be practical. - Forrester Methodology, Migration Tools, Report Conversion Utilities Answering the Call: Why Isn’t Everyone “Rationalizing?

19. Slide 19 / BI Rationalization Standardizing on a single Business Intelligence (BI) reporting and analysis solution is a good idea in theory... Companies can save money by standardizing but must plan for a long, slow migration that may not be practical. - Forrester Rolta Business Intelligence Exchange A proven methodology w/ accelerators that saves 30% - 50% versus manual efforts. TM Answering the Call: Why Isn’t Everyone “Rationalizing?

20. Slide 20 / BI Rationalization Data and Technology Assessment Road Map Development Cleansing Environment Conversion to Target Platforms Utilities that automates migration of:  Queries  SQL  Reports  ETL Logic  Data Models  Business Rules  Interactivity  Universes TM The Methodology – Approach Overview TM

21. Slide 21 / BI Rationalization Tran sitio n Inception Iteration (X ) Elaboration Construction Transition Plan Analyze & cleanse Design Convert & Build TestDeploy Project Definition & Scope & Milestones BI Assessment and Solution Framework Current Architecture Review Identify Redundancy and Commonality Design Logical Data Model Design Output Templates Design Data Mappings Design Technical Architecture Design Universe Presentation Layer Build Technical Infrastructure Create Target Output from Conversion Report Creation Plan Parallel & System Testing Execute Parallel & Integration Testing User Acceptance Testing Plan Deployment Deploy to Production Conduct Training Plan Operations Support Build Universe/ Data Model Establish Test Strategy Stakeholder Identification Resource Plan Quality Assurance The Methodology – Approach Overview TM

22. Slide 22 / BI Rationalization programmatically reads the BI metadata about each report object in the source system and translates that definition into the target platform’s report object. The Methodology: Report Metadata Transfer Utility OBIEE

23. Slide 23 / BI Rationalization Using industry averages, the typical BI spend per 1000 user (500 reports) incurs the following cost structures: Cost Classification Cost Estimate SW Support & Maint. (based on 500k/20%) $100,000 Hardware/Shared Services Costs $300,000 Internal Dev. and Support Resources: Avg.3-5 $300,00 Total:$700,000 BI Rationalization: Cost Justification

24. Slide 24 / BI Rationalization Using industry averages, the typical BI spend per 1000 user (500 reports) incurs the following cost structures: Cost Classification Cost Estimate SW Support & Maint. (based on 500k/20%) $100,000 Hardware/Shared Services Costs $300,000 Internal Dev. and Support Resources: Avg.3-5 $300,00 Total:$700,000 BI Rationalization: Cost Justification Estimated effort w/o utilizing migration tools and metadata utilities: 5000 hours / $850,000. …is an incremental spend of $150k ($850k-$700k). The BI Rationalization Project does not cost justify itself in the first year; but certainly would over time

25. Slide 25 / BI Rationalization Using industry averages, the typical BI spend per 1000 user (500 reports) incurs the following cost structures: Using the approach, the platform is consolidated in 2,500 hours at a cost of $425,000. Cost Classification Cost Estimate SW Support & Maint. (based on 500k/20%) $100,000 Hardware/Shared Services Costs $300,000 Internal Dev. and Support Resources: Avg.3-5 $300,00 Total:$700,000 Saving your organization approximately $275k in the first year! Additional Savings realized over time. BI Rationalization: Cost Justification

26. Slide 26 / BI Rationalization BI Rationalization: Cost Justification Based on a 500 Report BI Solution Manual Process rBix Methodology w/ Accelerators Estimated Time 5000 Hours2500 Hours Estimated Cost $850,000$425,000 Cost Classification Cost Estimate SW Support & Maint. (based on 500k/20%) $100,000 Hardware/Shared Services Costs $300,000 Internal Dev. and Support Resources: Avg.3-5 $300,00 Total:$700,000 Using industry averages, the typical BI spend per 1000 user (500 reports) incurs the following cost structures: Using the approach, the platform is consolidated in 2,500 hours at a cost of $425,000.

27. Slide 27 / BI Rationalization Hardware costs BI Architecture & Scalability BI Functionality Software Costs Implementation Time/Effort Data Architecture User Training Support and Maintenance TCO Transparency and reduction in Total Cost of Ownership (TCO) Clearer ROI determination Single view of company business Foundation for BI COE Tighter solution integration Consolidation / Reuse of Business Logic (eliminates redundancy) One vendor to “strangle” (I mean support your organization) BI Rationalization: The Final Result

28. Slide 28 / BI Rationalization Business Challenge:  Dissatisfied with current BI software  Expiring maintenance contract; cost to increase by 135%  Four months to select vendor and convert existing environment  500 users on legacy BI software SOLUTION:  Developed requirements and assisted in vendor selection  Implemented new environment  Transitioned from Legacy to Target BI Platform RESULT:  Automated conversion of 90% of reports within four months  Reduced annual cost by $435,000 and improved user satisfaction  Increased consistency and credibility of data  With cost savings Increased user base (licenses) by 20% BI Rationalization Success Stories

29. Slide 29 / BI Rationalization Business Challenge:  Customer paying to support, maintain, and develop multiple BI reporting environments  Users unsure which system to leverage for various reporting needs  Concern about cost and time to consolidate to one BI environment SOLUTION:  Developed road map to reduce steep costs and user conversion by consolidating to one target BI Platform  Transitioned customer from three (3) platforms to one (1) RESULTS:  Completed client estimated 15-month engagement in 6 MONTHS  Consolidated 3500+ reports into 40 reports!  Cut software maintenance fees by $450,000 (by ending legacy support agreements)  Eliminated production and back up servers required for decommissioned environments  Reduced dedicated time of support and development staff to free up for new initiatives  Increased consistency and credibility of data  Eliminated “user confusion” making the lines of business more productive in a single environment BI Rationalization Success Stories

30. Slide 30 / BI Rationalization Contact Information Vince Belanger BelangerV@TUSC.com (919) 676-5312 www.tusc.com