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Deploying BusinessObjects
XI R2 at Allstate Insurance
Tim Rodine, TCR Solutions
Aly Kherani, Allstate Insurance
COPYRIGHT © 2007 BUSINESS OBJECTS S.A.
AGENDA
Business intelligence at Allstate
Migration to XI R2
Business intelligence delivery
The usage & the environment
Rolling out an XI R2 extranet
The future
Conclusion
Q&A
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COPYRIGHT © 2007 BUSINESS OBJECTS S.A.
BUSINESS INTELLIGENCE AT
ALLSTATE
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BUSINESS INTELLIGENCE AT
ALLSTATE
Allstate facts
Nation’s largest publicly-held personal lines insurer
Provides insurance products to more than 17 million households
Founded in 1931 as part of Sears, Roebuck & Co.
Recently celebrated 75th birthday
Corporate headquarters in Northbrook, IL
Approximately 40,000 employees; 13,000 exclusive agencies and
financial specialists; and 50,000 non-proprietary producers
Allstate IT facts
12,000+ IT employees
5,000+ software applications
Multiple operating systems (Windows, OS/390, AS/400, UNIX)
Multiple database systems (Oracle, DB2, SQL Server)
Multiple data centers (Illinois, Ohio, Texas)
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BUSINESS INTELLIGENCE AT
ALLSTATE
Analytics Enable Speed and Precision in Product Decisions
2000
Today
Organization
Functional Silos
State Managers,
Market Operating
Committees
Decision Process
Anecdote-based,
Opinion driven
Fact-based, data
driven, model supported
“Brune believes the "secret sauce" for competitive advantage in the
insurance industry lies in how data is analyzed and managed.”
Catherine Brune,
Senior Vice President & Chief Information Officer
Allstate Insurance Company
Chicago Sun Times, November 27, 2006
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BUSINESS INTELLIGENCE AT
ALLSTATE
EDS
Tool 1
Prior State
Current State
AllCorp
AllCorp
Enterprise
Reporting
Tool 2
Historically, multiple Allstate areas held
responsibility for business intelligence,
which created:
Overlapping tool functionality
Overlapping organizational
responsibilities
Opportunities for a more clear tool
direction
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Enterprise
Business
Intelligence Tools
Ivantage
Tool 3
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Centralized BI
Center of
Excellence
BusinessObjects XI R2
Drive an enterprise BI strategy to
deliver business value, lower costs,
and reduce inefficiencies
Consolidate tools and support under
one organization (EBIT)
BUSINESS INTELLIGENCE AT
ALLSTATE
External
Relations
Software and
services vendor
relations
Efficient
spending on
software,
services, and
training
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Standards
and
Governance
Internal Services
Infrastructure
management
Advisory services
Best practices
Software license
management
Training
Provide expertise
across a range of
business
intelligence tools
Report
development
User support
Ensure
reporting and
analytical
solutions
align with
Allstate’s
strategies
Drive towards
standardized
reporting and
analysis tools
Efficient use of
Allstate
resources on
analytics
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Software and services vendor relations
Act as the central and sole contact with
enterprise BI tool suppliers and consultants
Infrastructure management
Build, maintain, and support the information
infrastructure used for reporting and analysis
Advisory services
Provide best practices and consulting services
to clients
Software license management
Distribute and manage BI tool software
Training
Coordinate, consult, and train business /
technical users
Provide expertise across a range of
business intelligence tools
Standardized reporting, ad hoc analysis, OLAP
access…
Report development
Create reports for business functions
User support
Provide Help Desk and technical support for
business / technical users
MIGRATION TO XI R2
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MIGRATION TO XI R2
In 2005 developed the strategy for migrating to BusinessObjects XI
R2 and continued with participation in the beta program
Detailed planning started in 2006
Phase I
Strategy
Detailed
Planning
New
Servers
Built
Phase II
Phase III
Final
XI R2 Environment Available
Retire
Platform
Crystal 10 Migration to XI R2
BusinessObject 6.5 Migration to XI R2
Retire
Platform
BusinessObject 5 Migration to XI R2
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MIGRATION TO XI R2
Planning
Detailed planning started with an inventory of current projects
Set date for all new projects to start on BusinessObjects XI R2
Developed a detailed project plan for including tasks, dates,
resources…
The migration turned into numerous smaller projects
Developed detailed tracking spreadsheet shared by the Migration
Coordinators to capture progress and issues
Defined how issues are logged and tracked
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MIGRATION TO XI R2
Lessons learned
The basics
Invest time in strategy and planning
Clearly identify roles, responsibilities, and processes
Meet regularly with migration team members
Log all issues in a central location
Ensure regular / thorough communication occurs
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MIGRATION TO XI R2
The results
Majority of the content migrated without issue or intervention
Most users needed minimal to no training on the new
environment
The Knowledge Accelerator content improved dramatically, which
helped with gaps in training
Less infrastructure needed with XI R2 compared to the separate
Crystal Enterprise 10 and BusinessObjects 6.5 deployments
Infrastructure support staff was freed up to work on other efforts
Many positive comments by users on the new interface and
functionality with BusinessObjects XI R2
…all of this while new development efforts were underway, as well
as another major upgrade project for Oracle 10g was rolled out
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BUSINESS INTELLIGENCE
DELIVERY
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BUSINESS INTELLIGENCE
DELIVERY
Decentralized Model
Business Area
Report
Consumer
Tech
Technical
report/query
development
Business
Power User
Technical
report/query
development
Business
Power User
Technical resources are available
in the business for BI projects
Business and IT areas can build
and create their own reporting and
analysis applications
Users can build and create their
own reports and queries
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Centralized
Analyst/
Power User
Decentralized
Consumer
Hybrid Report
Development Model
EBIT provides:
• Reports, queries or
analysis to business
users
• Central infrastructure
• User support
EBIT provides:
• Governance and
standard practices
• Common infrastructure
• Best practices
implementation
EBIT provides to all users:
• Central repository for reports
• Governance
• Software license management
Centralized Model
Tech
Analyst/
Power User
Consumer
Business
Power User
Business Area
Report
Consumer
Business end-users and / or
power-users can contact ISG
directly for report / analysis
services
BUSINESS INTELLIGENCE
DELIVERY
External
Technology Teams
Users
Deploy
Applications
Guidance,
Consulting
& Oversight
Get
Information
Deploy
Applications
Administer
System
Business Intelligence
COE
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BUSINESS INTELLIGENCE
DELIVERY
User Types
Tool Approach
Information Consumption
5%
10%
15%
70%
Exec.
Dashboard
Users
Report
Publishers /
Power Users
Analysts
Report /
Information
Consumers
Approximations based on Allstate’s
environments
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Operational metric with
drills to detail
Analyst flexibility by
filters, views, and
business access layer to
data
Power users (expert
analysts) that have
access to the data and
can publish reports for
broader audience
High level Key
Performance Indicators
Performance Manager
Provides the ability to perform
goals management, balanced
scorecards
Dashboard Manager
Provides the ability to build
dashboard applications
Xcelsius
Provides advanced
visualization techniques and
what-if analysis
Business Objects
Provides business semantic
layer for analysts and power
users
Allows business area to take
control of data
Basic hierarchal reports can be
published
Crystal Reports
Provides set operational metric
reporting for the masses.
Easily integrates as a
component of web applications
Prestine presentation
ENVIRONMENT & USAGE
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ENVIRONMENT & USAGE
Requirements
30,000 users
40% Web Intelligence content, 10% concurrent
50% Crystal Reports content, 10% concurrent
10% Desktop Intelligence content, 5% concurrent
Up to 400 simultaneous requests
Scalable to 40,000 users
Failover
Data distributed between multiple data centers
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ENVIRONMENT & USAGE
Access to data
60+ long list of potential data sources
Key databases environments at Allstate:
Oracle
SQL Server
DB2
SAP (R3 and BW)
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ENVIRONMENT & USAGE
Primary Load Balancer:
Secondary Load Balancer
USERS
Web/App Tier
Other Web Servers
BOE SDK
Intelligence Tier
CMS DB
ORACLE
CMS DB
ORACLE
REPLICATION
REPORTS
I/O FRS
REPORTS
I/O FRS
NAS
NAS
Processing Tier
Web/App/Intelligence Tier
NAS SHARE
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Processing Tier
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ENVIRONMENT & USAGE
BusinessObjects XI R2 Usage
2,500
400,000
350,000
2,000
300,000
250,000
1,500
200,000
1,000
150,000
100,000
500
50,000
0
Unique User Logins
Total Sessions
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Jan '07
Feb '07
Mar '07
Apr '07
May '07
Jun '07
Jul '07
1,400
1,600
1,700
1,600
1,700
1,700
2,200
80,000
92,000
125,000
129,000
155,000
218,000
359,000
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0
ROLLING OUT AN XI R2
EXTRANET
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ROLLING OUT AN XI R2
EXTRANET
Need to convert an extranet built in V5 to XI R2 used by:
~ 200 Sales Staff
~ 14,000 Agents
Motivation:
1. Allstate discontinued support for current servers & server software
2. Business Objects is discontinuing support of the 5.1.9 software
3. The BusinessObjects XI R2 software provides enhanced functionality
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ROLLING OUT AN XI R2
EXTRANET
Agent Desktop Login & Interface
Challenges:
1. Seamless sign on needed from
extranet application to XI R2
2. New security model with XI R2
Internal users Windows AD
External users Enterprise
3. New user interface with XI R2
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ROLLING OUT AN XI R2
EXTRANET
Lessons learned
• Communication and training are key
• Size for peak usage
• XI R2 rich graphic interface was optimized for performance
800
Extranet Usage (Unique Agent s / Day)
700
600
500
400
300
200
Day in Month
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THE FUTURE
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THE FUTURE
Data
Exploration
•Data access
•Manipulation
•Transformation
•Data reporting
Descriptive
Modeling
Predictive
Modeling
•Data
Visualization
•Regression
analysis
•Chart/Plot/Map
•Decision Tree
•Nonparametric
Statistics
•Time Series
Analysis
•Analysis of
variance
What
happened?
PAST
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Why did it
happen?
PRESENT
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What will
happen?
Model
Optimization
•Decision
Analysis
•Non-Linear,
Linear, integer
and mixedinteger
programming.
What is the
best that
could
happen?
FUTURE
Model
Deployment
•Scorecard
•Exception rule
settings
•Events
management
What should
be
happening?
THE FUTURE
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CONCLUSION
BusinessObjects XI R2 has enabled Allstate to
standardize on one platform for Business Intelligence
With a Business Intelligence Center of Excellence
Allstate has realized significant benefits
Planning is very important to be successful with
BusinessObjects XI R2 and a Center of Excellence
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Q&A
Questions
Tim Rodine, President, TCR Solutions
Aly Kherani, Business Intelligence Manager, Allstate Insurance
We will repeat questions to ensure everyone can hear
Contact information
[email protected]
312-636-3212
[email protected]
847-402-3756
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