Transcript Brio Worldwide User Conference

November 7 - 9, 2002
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Using Business Intelligence
Architecture to Empower
Thousands of Employees
with Information
Daryl Wise
Bob Latgis
Division Director
IT Specialist
Division of Information & Integrity Systems
Social Security
Administration
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Agenda
Business Intelligence Architecture
Brio’s Business Intelligence Role
Brio Deployment
Brief Demo
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Agenda
Business Intelligence Architecture
Brio’s Business Intelligence Role
Brio Deployment
Brief Demo
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Agenda
Business Intelligence Architecture
Brio’s Business Intelligence Role
Brio Deployment
Brief Demo
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Agenda
Business Intelligence Architecture
Brio’s Business Intelligence Role
Brio Deployment
Brief Demo
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Social Security Administration
• Retirement Survivors Insurance (RSI - Title II),
Supplemental Security Income (SSI -Title XVI),
Earnings, & Enumeration
• An average of 49 million beneficiaries receiving
$33 billion a month
• 10 regions; 1300 field offices; 64,000 employees
• Very large volumes of data
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Vision
• To provide a Business Intelligence (BI)
Architecture across SSA’s programs in
support of both tactical and strategic
decision making.
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Goals & Objectives
• Integrate data for better decision making and
integrity review functions
• Less dependent on applications for reporting
needs
• More efficient distribution and access to
information
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Goals & Objectives
• Information based on common values,
computations, and definitions
• Standard access method across business
functions
• Consistent reporting
• Reduction of fraud and abuse
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Business Drivers
• SUMS - SSA’s Unified Measurement System
• MCAS - Managerial Cost Accountability System
• Fraud/Abuse
• QA Modernization
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Business Intelligence Solution
Report
______
______
______
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Data
Collection
Operational & Administrative Transactions
Information
Extraction
Query & Reporting Tools
Data
Analysis
OLAP & Spreadsheet Analysis
Strategic
Analysis
Planning, Budgeting & Trend Analysis
Performance
Indication
Performance Management, Financial Analysis
Balanced Scorecard
Statistical
Analysis
Data Mining, Cause & Effect Analysis
Forecasting
Business Modeling & Simulation
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Business Intelligence (BI) Tools
Forecasting
Business Modeling & Simulation
IBM - Intelligent Miner, Brio
Portal &
Visualization Software
Brio, DW
Brio, Repository
Brio, WebFOCUS,
FOCUS, Cold Fusion
ODS, DW
Statistical
Analysis
Data Mining,
Cause & Effect Analysis
Performance
Indication
Performance Management,
Financial Analysis,
Balanced Scorecard
Strategic Analysis
Data Analysis
Information Extraction
Data Collection
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Planning, Budgeting
& Trend Analysis
OLAP &
Spreadsheet Analysis
Query & Reporting Tool
Operational &
Administrative
Transactions
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BI Architecture Model
EMIS
Current
& Future
Sources
Data
Mining
Operational
Data Stores
Relational
Sequential
Other
Stored Data
Documents
E
T
L
Reporting
Tools
Data
Warehouse
OLAP
E
T
L
Integration
Tables
Data
Mart
Data
Mart
Web
BI Repository
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio Deployment
• Brio Intelligence deployed by customer type
– Power User = Explorer (view, analyze, & query)
– End User = Insight (view & analyze)
– Static User = Freeview (view only)
• Brio Broadcast Server for scheduling requests
• Currently have 2,000 copies of Explorer & 7,000
copies of Insight to be distributed nation-wide
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio Used for Validation
• Brio Intelligence is one of our Systems tool to
validate the data
• Brio Intelligence provides a huge time savings
during our testing phase and provides a more
accurate process
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio Training Approach
• Training based on a rollout strategy of the
various subject areas within the BI Architecture
• Brio Software training provided in-house and to
include an understanding of the subject area
• Train the trainer approach
• Produced a custom built Brio manual
• Planning a Computer-Based-Training (CBT)
program
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio & Employees with Disabilities
• Section 508 (employees with disabilities)
requirements mandatory effective June 21, 2001
• A leader in Section 508 compliance, SSA has
worked closely with Brio as one of the key
drivers to meet the Section 508 requirements
• Interim approach for Section 508 requirements
with version 6
– Automate the delivery of BQY files in Microsoft Excel
(an alternate output) for the visually and hearing
impaired
– Menu item with a standard bqtools.ini file
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio & Employees with Disabilities
New menu item for
Section 508 (bqtools.ini
file).
Use the Alt key to
export sections to
Microsoft Excel.
The Brio section name is used to name each
Excel sheet.
Interim approach for Section 508
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio EIS Template & Wrapper
Application
• Dynamic Web page of Brio files based on
project
• Standard view of Brio files across projects
• Provide links to other Web sites
• Link to the Meta Data repository
• Provide filters and other Brio settings
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio Wrapper Application
Sort by Name
Sort by Date
Project
Folders
List of
Project Files
Additional
Links
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio EIS Template
Query Date
What’s New
BI Repository Icon
Report Name
Options
Home
Icon
Select
Criteria
Save File
User
Preferences
Radio Buttons for
Report Sections
Help
Icon
Selection Criteria
Print
Icon
Select
Icon
Web Site Links
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Last Saved Date
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Brio & Meta Data Repository
• The meta data repository (Computer Associates
product) supports our entire BI Architecture.
• Web based front-end into the meta data
repository
• Brio Intelligence easily provides an interface to
our repository to display business names,
definitions, and other important information
• Brio Intelligence links directly into the meta data
repository to get detail information on the Brio
file
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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BI Meta Data Repository
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio & Meta Data Repository
Remarks and other
information from the
meta data repository
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brio & Meta Data Repository
Meta Data
Repository Access
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Brief Brio Demo
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
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Social Security Administration
November 7 - 9, 2002