california department of insurance enterprise information portal enabling enterprise management

California Department of California Department of InsuranceInsurance

Enterprise Information PortalEnterprise Information Portal

Enabling Enterprise ManagementEnabling Enterprise Management

California Department of Insurance - Enterprise Information Portal

Alerts and KPI’s….Alerts and KPI’s….

Alerts

BalancedScorecard

KPI


Alerts and KPI’s….Alerts and KPI’s….

BalancedScorecard

KPIs


Portal – Manages ContextPortal – Manages Context

The Portal Reports Tab contains sub-tabs for each Business Area’s Reports


Alerts – Automated NotificationsAlerts – Automated NotificationsMain Alerts

Listing in Portal

Click on an Alert to open the detailed and managed

Alert window

Click on the ‘Home’ link to return to the portal

1

2

3


Portal User Customization - PagesPortal User Customization - Pages

Customize each Page of your Portal


Enterprise Data ConsolidationEnterprise Data Consolidation

Search

Information Selection Options

Dynamic Information

Display

Dynamic Business-

Area-defined “grades”

calculated for selected entity


User Threshold AdjustmentUser Threshold Adjustment

Set display options based on user-defined conditions


KPI’s: Trending, Analysis and KPI’s: Trending, Analysis and GoalsGoals

Information Display Options

Table of Detailed Values

Performance versus Goal


KPI’s: Drill Down and ComparisonKPI’s: Drill Down and Comparison

The Comparison View showing

category details side by side


Reporting – User Selectable ParametersReporting – User Selectable Parameters

Search for and Add parameters to the Report


ReportingReporting – Ad Hoc User – Ad Hoc User

Reports are displayed in a

spreadsheet styleParameter

Selection Fields

Tools provided to modify the Report on the fly


Reporting – User Defined ThresholdsReporting – User Defined Thresholds

Tool allows you to set

color indicators

based upon ranges you set


EIP Team CreditsEIP Team Credits

California Department of InsuranceCalifornia Department of Insurance Exec. Sponsor – Dennis Ward, Exec. Sponsor – Dennis Ward,

Rick BaumRick Baum CIO’s – Dan Whetstone, Roy CIO’s – Dan Whetstone, Roy

SimpsonSimpson Exec. PM – Christie BorchinExec. PM – Christie Borchin Tech. Project Manager – Steve Tech. Project Manager – Steve

LeckeyLeckey IV&V and IPO – Visionary IV&V and IPO – Visionary

Integration Professionals, Inc.Integration Professionals, Inc. Development Team – Ben Walker, Development Team – Ben Walker,

Mike Bonomi, Bert StockMike Bonomi, Bert Stock Additional Team Members –Additional Team Members –

William Brown, Fay Wong, David William Brown, Fay Wong, David Shen, Gregg Fukuhara, Penny Shen, Gregg Fukuhara, Penny Low, Rick FranklinLow, Rick Franklin

Natoma TechnologiesNatoma Technologies Engagement Mgr. – Chuck LottEngagement Mgr. – Chuck Lott Project Manager – Ryan ChambersProject Manager – Ryan Chambers Technical Architect – Jeff DrewesTechnical Architect – Jeff Drewes Developer Lead – Veronica Developer Lead – Veronica

WestlundWestlund Lead Tester/Trainer – Jessica BlackLead Tester/Trainer – Jessica Black ETL Lead – Sue CorbinETL Lead – Sue Corbin Oracle Architect – Dennis Oracle Architect – Dennis

ShurmeierShurmeier Additional Team Members – Ryan Additional Team Members – Ryan

Jessup, Phillip Rubio, Mike Kelsey, Jessup, Phillip Rubio, Mike Kelsey, Ned Dickson, Jonathan Robinson Ned Dickson, Jonathan Robinson (contractor)(contractor)

california department of insurance enterprise information portal enabling enterprise management

Documents