Business Intelligence (BI) Technology - MicroStrategy Case Study

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

1

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

2


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



Management Oversight

Mapping

Design & Build

Build Migration Suite



DataExtract

Metadatareview

Legacy/Target

Gap Analysis

Cleansing Requirement



Dat

a An

alys

isD

ata

Ana

lysis

BuildExtractModule

BuildExtractModule

BuildLoad

Module

BuildLoad

Module

BuildRoute &Convert

BuildRoute &Convert

UAT &Go LiveUAT &Go Live



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



Apply Data

Feeds

Apply Data Feeds

ImplementImplement

SupportSupport

Regression TestRegression Test

Fortune 100 Travel Company (Methodology)

Case Study

3


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



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

4


Fortune 100 Travel Company (Architected Solution)

List of ReportsList of Reports

Case Study

5



List of ReportsReport PromptSlection

List of ReportsPrompt to selectclient having

meeting type CRF

List of ReportsPrompt to selectyear range

Case Study

6



List of ReportsGrid after dataretrieval (sorted by %of spend descending)

Case Study

7



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

8

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

Documents

Business Intelligence (BI) Technology - MicroStrategy Case Study