business intelligence (bi) technology - microstrategy case study
TRANSCRIPT
Business Intelligence (BI)
Technology - MicroStrategy
Case Study
Data Integration, BI solution,Real time Intelligence for Corporate PortalFortune 100 Financial Services Provider
Email: [email protected] America: 1-877-EDYNAMIC (339-6264) India: +91-11-26384306-07
NEW YORK TORONTO PHOENIX LOS ANGELES DUBAI NEW DELHI
Challenges
Case Study
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Corporate Portal on BI Technology - Microstrategy
Some key technology gaps such as invalid data, lack of instant reports, no centralized data sources were causing client dissatisfaction
Needed low latency updates for analysts in the field to give latest insights to clients
The existing reporting capabilities were archaic and were causing severe dissatisfaction
Lack of business intelligence to efficiently and effectively analyze the health of client’s programs leading to compromising of consulting capabilities
SolutionsAd-hoc Report creation
Near real-time data updates, with micro batch ETL
Centralized cleansed data
In-depth analysis through drill down capabilities
Export to PDF and MS Office with company branding
Web based report access
BenefitsAccess to all the data at a centralized location to provide its client single truth of data
t-5 min latency for latest data
Access to historical data to understand the client past performance & behavior giving them an edge over their competitors
Ability to generate ad-hoc reports in-turn providing them with the ability to justify the value of their services
Near real-time & In-depth intelligence enabling them to provide consultative services to their clients
Data integrity insuring less dissatisfaction
Case Study
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Corporate Portal on BI Technology - Microstrategy
DiscoverySupport &
Maintenance
ApplyMappingChanges
PerformRequisiteTesting
Management Oversight
Mapping
Design & Build
Build Migration Suite
GAP andData Analysis
DataExtract
Metadatareview
Legacy/Target
Gap Analysis
Cleansing Requirement
Plan andHigh Level Design
Dat
a An
alys
is
BuildExtractModule
BuildLoad
Module
BuildRoute &Convert
UAT &Go Live
Setup System for Production
AnalyzeSource
Metadata
AnalyzeTarget
Metadata
Run Workshops
DeriveRules
Assign Complexity
Sign-off Rules
Detailed Design
Input Mapping
Rules
t-5 Latency Updates
Build Conversion
Routines
Test Expected Results
Resolve Variance
Test Convert Options
Apply Data
Feeds
Implement
Support
Regression Test
DiscoveryDiscoverySupport &
Maintenance
ApplyMappingChanges
PerformRequisiteTesting
PerformRequisiteTesting
Management Oversight
Mapping
Design & Build
Build Migration Suite
GAP andData Analysis
GAP andData Analysis
DataExtract
Metadatareview
Legacy/Target
Gap Analysis
Cleansing Requirement
Plan andHigh Level Design
Plan andHigh Level Design
Dat
a An
alys
isD
ata
Ana
lysis
BuildExtractModule
BuildExtractModule
BuildLoad
Module
BuildLoad
Module
BuildRoute &Convert
BuildRoute &Convert
UAT &Go LiveUAT &Go Live
Setup System for Production
Setup System for Production
AnalyzeSource
Metadata
AnalyzeSource
Metadata
AnalyzeTarget
Metadata
AnalyzeTarget
Metadata
Run Workshops
Run Workshops
DeriveRules
Assign Complexity
DeriveRulesDeriveRules
Assign Complexity
Assign Complexity
Sign-off Rules
Sign-off Rules
Detailed Design
Detailed Design
Input Mapping
Rules
Input Mapping
Rules
t -5 Latency Updates
Build Conversion
Routines
Build Conversion Routines
Test Expected Results
Resolve VarianceResolve Variance
Test Convert Options
Test Convert Options
Apply Data
Feeds
Apply Data Feeds
ImplementImplement
SupportSupport
Regression TestRegression Test
Fortune 100 Travel Company (Methodology)
Case Study
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Corporate Portal on BI Technology - Microstrategy
Fortune 100 Travel Company (Data Migration Flow)
Customer Source
Split State Zip
Multiple Output
Aggregate Customer IDsby most recent entry data
Extract most recentcustomer information
Looking existingcustomer with codes
Update equi-matchedcustomer data Fuzzy Lookup
Split matched recordsusing similarity scores
Insert best-matchedcustomer data
Insert newcustomer records
Customer Source
Split State Zip
Multiple Output
Aggregate Customer IDsby most recent entry data
Extract most recentcustomer information
Looking existingcustomer with codes
Looking existingcustomer with codes
Update equi-matchedcustomer data Fuzzy Lookup
Split matched recordsusing similarity scoresSplit matched recordsusing similarity scores
Insert best-matchedcustomer data
Insert newcustomer records
Custom Business Logic
De duplicate customer data
Custom Business Logic
Fuzzy Lookup
Reverse phone number lookupField specific weight allocation
Cyclic redundancy checksNulls and checks
Case Study
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Corporate Portal on BI Technology - Microstrategy
Fortune 100 Travel Company (Architected Solution)
List of ReportsList of Reports
Case Study
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Corporate Portal on BI Technology - Microstrategy
Fortune 100 Travel Company (Architected Solution)
List of ReportsReport PromptSlection
List of ReportsPrompt to selectclient having
meeting type CRF
List of ReportsPrompt to selectyear range
Case Study
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Corporate Portal on BI Technology - Microstrategy
Fortune 100 Travel Company (Architected Solution)
List of ReportsGrid after dataretrieval (sorted by %of spend descending)
Case Study
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Corporate Portal on BI Technology - Microstrategy
Fortune 100 Travel Company (Architected Solution)
List of ReportsGraph givingvisual insights
About eDynamicEstablished in 1999, eDynamic is a Global Web Solutions Firm. We are a one stop shop for Web solutions offering a wide range of services including Web and Enterprise Content Management, Portals, Web Design/User Experience, Online Marketing, Custom Application Development, Business Intelligence and Managed Services. We blend strategy, technology and creativity to deliver integrated, fully customized business solutions, and partner with our clients for cornerstone strategies and critical Web initiatives.
eDynamic has a flexible delivery model that is driven by agile methodologies & a cutting edge technology resource base. We also have partnerships in place with Sitecore, Ektron, Microsoft, Open Text, IBM, Kentico, Media Chase. Through our offices in New York, Phoenix, Los Angeles, Toronto, Dubai, and New Delhi, we are serving customers such as Suncor Energy, UPS, PepsiCo, New York Life, Aviva Insurance, Minnesota State University, Moneris Solutions, HarperCollins, Estee Lauder, GlaxoSmithKline, Sunlife, General Electric, Allianz, Advance America, Intercontinental Hotels, Jet Airways, Samsung, Sony, among many others.
For more information on eDynamic’s expertise in BI, refer to the link below:www.edynamic.net/home/Services/ITServices/BusinessIntelligenceDataWarehousing.aspx
eDynamic’s BI offerings includeData Warehousing Dashboard & scorecards
Analytical BI (OLAP) Operational BI (OLTP)
Google mash-ups Key Performance Indicator analysis
Benchmark reporting e-Statements
Portal integration with BI tools Invoice generation
Business process management BI solution maintenance and support
Company branded reports Report designing, modification, customization
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Visit us at: www.edynamic.netCall us at: North America: 1-877-EDYNAMIC (339-6264) India: +91-11-26384306-07 Write us at: [email protected]
Case StudyCorporate Portal on BI Technology - Microstrategy