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BusinessIntelligencefor
FinancialServices:
ACaseStudy
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BusinessIntelligenceforFinancialServices:ACaseStudy
Ourcustomerisa$25billionrevenuesubsidiaryofaFortune50company.Thissubsidiary
providescommercialfinancethroughavarietyofbusinessunits.
TheChallenge
OurcustomerneededtointegrateitsBusinessIntelligence/DataWarehousinginitiativesthat
hadbeendevelopedindependentlyinsevendifferentbusinessunits.Additionally,aprofusionof
datamartsmadeenterpriselevelanalysisofdataextremelydifficult.Ourcustomerdecidedto
investasingleEnterpriseDataWarehousebuiltontheTeradataplatform.However,the
purchaseofTeradatahardwarewassimplythefirst(andeasiest!)stepinimplementingthe
EnterpriseDataWarehouse.
TheSolution:Theprojectwasinitiatedwitha4personmodelingteamwhichincluded2architectsfrom
Techlogix.UsingtheTeradataLogicalDataModelforFinancialServicesasastartingpoint,the
modelersworkedoncreatedanenterpriserepresentationoftheFinanceCorpskeydata.As
portionsofthedatamodelwerecompleted,additionalETLresourceswereaddedtotheteam
toinitiatetheloadingofdataintothenewEDW.Thiswasfollowedbyanaseriesofprojects
whichimplementedthecreationofreportsinBusinessObjectswhichduplicatedanexisting
Oraclebasedreportingdatamart.Thisservedtovalidatethemodelandthereportsgenerated
fromit.
Afterthisinitialvalidation,theteamworkedonaddingadditionalfunctionalareastothedata
modelmostsignificantlyincludingSiebelprospectdata.InparallelateamoffrontenddevelopersworkedonBusinessObjectsuniversesandreportstoproductenduserfacing
reportingandanalytics.
Overtime,theconsultantteammigratedfromalargelyonsiteTeradatateamtosubstantially
Techlogixleadteamwithsignificantdevelopmentresourcesoffshore.Theoffshoreteamwas
involvedinETLandfrontenddevelopmentaswellasprovidingproductionsupportand
monitoring.
TheImplementationTeam
TheTechlogiximplementationteamconsistedofanumberofresourcesworkinginallpartsof
thedeliverylifecycleincludingModeling,ETLandFrontEnddevelopment.
KeyContributions:Modeling
SomeofthekeycontributionsoftheTechlogixteaminmodelingincluded:
Modeling&Architectureo HelpeddevelopEDWroadmapanddataarchitecturestandardswithTeradata
Consulting
o ModeledkeysubjectAreas(Party,Agreement&Events)
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o ExtendedCFLDMreferencemodeltoincludeSiebelCRM Standards&Specifications
o KeyroleinestablishingModelingstandards(naming&typing)o DevelopedETLSpecificationsTemplateforautomatedETLCodegenerationo DevelopeddetailedETLspecificationsformorethen10sourcesystems
DataQuality&ModelManagemento HelpedidentifydataqualityissuesandlaunchedDataQualityInitiativeo ManagedErwinModelMart
KeyContributions:ETL
SomeofthekeycontributionsoftheTechlogixteaminETLincluded:
DevelopedETLcodeusingbothInformatica(forpullingsourcedataintostage)&TeradataBTEQ(forpullingstagedataintoEDWCoretables).
DevelopedETLroutinesformorethen10sourceSystems(Siebel,Workflow,PMSVFS,ACBS,Strategy,RDM,GEODE&REM)
HelpedwithInformaticaUpgradefrom6.xto7.x.forProd,DevandINTGenvironments UpdatedFACTO&GLETLcodetoconformwithEDWStandards HelpedDevelopETLcodingstandards HelpedDevelopdatavalidationstandardsanddevelopedvalidationscriptsforvarious
sourcepulls
KeyContributions:FrontEnd
SomeofthekeycontributionsoftheTechlogixteaminFrontEnddevelopmentincluded:
BusinessObjectsUniverse&Reportso Developed3UniversestosupporttoAnalyticsinCRM/Prospecting,Enterprise
Marketing,BusinessConsistencyInitiative&FinancialReporting
o Developedover100reportsinvarioussubjectareaso UpgradedBOplatformtov6.5.1
Dashboardo DevelopedDashboardFrameworko DeployedkeysalesmetricsshowingbookeddealsandpipelineacrossGECF
WebbasedReportingo DevelopedEnterpriseSalesCompassApplicationo DevelopedAAADataTooltosupportbusinessconsistencyinitiative
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Technology
TheEnterpriseDataWarehousewasdevelopedusingTeradata,InformaticaandTeradatatools
forETLandBusinessObjectsforreportingandfront-endanalysis.
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Benefits:
Datafromfourlegacysystemsmaintainedacrossthreedifferentreportingenvironmentswas
consolidatedintoasingleTeradatainstancesupportedby2BusinessObjectsUniverses.Thefirst
twocompletedprojectsalsoallowedourcustomertoshowcaseitsapproachofintegratingall
enterprisedataintothewarehouseandestablishadatamodelfoundationtobeusedacrossthe
business.
AboutTechlogix
TechlogixisaglobalConsultingandITServicescompany.Withover300consultantsintheUS
and Asia, Techlogix delivers solutions in seven key practices including BPM, Master Data
Management, Business Intelligence, Application Integration, Project Portfolio Management,
Enterprise Applications and Software Product Engineering. Our practices areas deliver
breakthroughbusinessvalueforenterprisecustomers.
ContactingTechlogix
7819331846
800WestCummingsPark,Ste4950
Woburn,MA,01801
www.techlogix.com