Business Intelligence Tool Evaluation Sample

Execution-MiH BI & Data Management Tool Evaluation Home- SAMPLE

Tool Evaluation Kit NavigationVendor Evaluation

Profile Evaluation

Delivery Evaluation

Commercial and Contractual Evaluation

Data Management

Data Integration

Meta Data Management

Master Data Management

Data Quality and Cleansing

Business Intelligence Platform

Extraction Transformation and Loading

Data Warehouse Server

BI Development

Data Access

This is the SAMPLE KIT. All worksheets are protected and few sample criteria are shown. This sample will provide a view of the number and grouping of criteria. Please contact [email protected] for any clarifications.

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Execution-MiH BI & Data Management Tool Evaluation Home- SAMPLE

Tool Evaluation Kit NavigationEnd User Tools

Enterprise Reporting

Analytics

Performance Manager

Business Modeling

Information Portals

Visualization

Web-based Reporting

Microsoft Plug-ins

Financial Reporting and Planning

Online Product Description PageBiPM Home

Updates in Version 2.0 (released Sept 1, 2011)

In-Memory AnalyticsEmbedded BIEnterprise BI searchFlexible Management of Multi-CubeAdditional feature list Related to Semantic LayerAdditional features list in Account Management in MDM-CDI toolsAdditional features list in Web-Based interactive reportingAdditional features list in Wizards in Data IntegrationAdditional features list in OLAP data explosion management

This is the SAMPLE KIT. All worksheets are protected and few sample criteria are shown. This sample will provide a view of the number and grouping of [email protected] for any clarifications.

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http://www.bipminstitute.com/template/business_intelligence_tool_evaluation.php

http://www.bipminstitute.com/

VENDOR Profile Evaluation Matrix<This template also contains a sample of filled-up matrix. The weight ages, scores and remarks part of an example>

Heading RFP Question Documents/Information Needed

<Evaluation Parameter>

Company structure

Legal Entity

Shareholding Pattern

Financial Information

Fit with Strategic Plans

Management strength

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<Example of a question which you can ask in RFP to gain information for the given parameter>

<The reference documentation and information sources>

What is the legal entity with whom we would be contracting with and where is this entity registered e.g. COUNTRY, US etc? Does this have any implications on lead times for contractual arrangements?

Please provide some information on Shareholding pattern of your company?

Please provide financial information on your company - Last three year's Revenue & Profits (plus Annual reports)

How does the COUNTRY INDUSTRY market in COUNTRY fit in with the Strategic Plans of your company?

Quality of senior management in COUNTRY and REGION?

Who are your management team in COUNTRY & REGION (including executive and non-executive directors)?

Experience of Management What relevant experience can they offer?

Size of INDUSTRY solution team What is the size of your INDUSTRY solution team in COUNTRY/ REGION and globally?

Credentials of product and the organization

Number of implementations - global

Please Share the total number of implementations for all your product and the given product.

Number of implementations - REGION

Please Share the total number of implementations for all your product and the given product for the given COUNTRY/REGION.

Implementation record across diverse markets / startups

How many implementations have been done for start-ups? Could you provide us details of clients in REGION/ COUNTRY?

CUSTOMER feedback / references

Can you provide any relevant references whom we can contact - especially from start-ups

Domain and Overall Expertise

Domain expertise

Project team experience

Project Structure

Project team structure

Role definition

Project Approach & timeframes

Could you furnish details about employees with relevant domain experience?

Could you furnish details about employees having domain experience of COUNTRY Insurance industry?

Could you furnish Bio-data's of all personnel that could potentially be associated with a project with CUSTOMER?

· What is the typical project team structure deployed by you? Please indicate clearly the level of involvement of different levels in the project structure and whether they would be available on site or offsite

· Please clearly indicate the role played by you as well as any alliance / implementation partners involved therein

Project approach

Project timelines

Quality

Performance warranties

Governance model

· Please provide an overview of the approach you would follow for implementing your solution (from signing of a contract to a ‘go-live’)?

· Please indicate timelines for each stage of your approach

Process robustness / Quality certifications

· Please detail any quality accreditations that your company holds. e.g. International Organization for Standardization (ISO), SEI -CMM level?· What other measures do you take to ensure the quality of your service and CUSTOMER relationships?

· What other measures do you take to ensure the quality of your service and CUSTOMER relationships?

Governance arrangement and structure

Please propose the governance arrangements and structure you would recommend based on your experience of similar work?

Risk

Risk Assessment

Partnerships and Alliances

Implementation partner

Other partners

Based on your previous experience, please provide details of the key issues, dependencies and risks involved in a pilot of this nature and appropriate risk mitigation recommendations

· Who is your preferred implementation partner ?· Please provide credentials of your preferred implementation partner(s), outlining key assignments undertaken till date. Please highlight work done in the INDUSTRY industry

Please furnish credentials and relevant details of all other alliance partners that could possibly be associated with an implementation at CUSTOMER

VENDOR Profile Evaluation Matrix<This template also contains a sample of filled-up matrix. The weight ages, scores and remarks part of an example>

Model Answers Rating VENDOR 1 VENDOR 2

Weight Score Remarks Score

Weight* Score Remarks Score

#DIV/0! #DIV/0!

Good financial strength

#DIV/0! #DIV/0!

<What can be the ideal offering expected from

VENDOR>

<This is the indicative scoring model, which helps more

consistent approach>

<Weight age of parameters>

<VENDOR 1 score out of 5, with 5 being the best>


No impact on costs1= Cannot contract under COUNTRY law with COUNTRY jurisdiction3= N.A.5= Can contract under COUNTRY Law with COUNTRY jurisdiction

Good quality/respected VC, part of a multinational, COUNTRY/Region company

1= Private funded and held3= Public company 5= Global Public company

1= Revenues < $5 mn, not profitable3= Revenues > 25 mn and < 50 mn5= Revenues > $ 75 mn

Proper documentation of answers 1= No support infrastructure in

COUNTRY3= Support in COUNTRY with partner5= Significant direct presence in COUNTRY

CEO, Head of operations/marketing/technology having impeccable background. Most members of top management having had significant prior experience with a top quality international organization with experience in working out of COUNTRY

1=No senior management involved in COUNTRY markets3=Some experience in COUNTRY, senior personnel have reporting relationship for COUNTRY5=Strong senior management team focused on COUNTRY / REGION markets

#DIV/0! #DIV/0!

NA

NA

CEO, Head of operations/marketing/technology all having had 5-10 years experience in a top quality COUNTRY call center operation such as GE. Possibly also having had experience in an international operation

1= 0 years in insurance and software industry3= 1-5 years in either insurance or software industry 5=5-10 years (considerable) experience in both insurance & software industry

Organization large enough to have sufficient experience in the market/operational capability to meet our needs

1=Total team < 50 people3 = 100 - 200 people for INDUSTRY5 = 250+ personnel

1 = 0 - 103 = 10 - 505 = >50

1 = 0 - 23 = 2 - 205 = >20

We have done XX implementations in REGION/ COUNTRY out of which we have done YY for start-up companies?

1 - Have done <1 implementations for start-ups in COUNTRY3 - Have done 1-2 implementations for start-ups in COUNTRY5 - Have done >2 implementations for start-ups in COUNTRY

1 - Have done <3 implementations for start-ups in REGION3 - Have done 3-5 implementations for start-ups in REGION5 - Have done >5 implementations for start-ups in REGION

We can give you the following written testimonials. You can also call up these individuals at these times to confirm the same

1 - No CUSTOMER feedback was provided - written testimonials or contact of some Customers in COUNTRY and REGION3 - CUSTOMER feedback was provided - written testimonials or contact of some Customers in COUNTRY and REGION5 - Start-up CUSTOMER feedback from COUNTRY & REGION was provided

#DIV/0! #DIV/0!

Depending on responses

#DIV/0! #DIV/0!

#DIV/0! #DIV/0!

1 - Were Customers satisfied with one of the 4 areas - package performance, implementation, support, user friendliness of package2 - Were Customers satisfied with two of the 4 areas - package performance, implementation, support, user friendliness of package3 - Were Customers satisfied with three of the 4 areas - package performance, implementation, support, user friendliness of package5 - Were Customers satisfied with all of the 4 areas - package performance, implementation, support, user friendliness of package


1=Domain experts will be available on a need basis3=Domain experts will assist users in defining requirements for customization5=Domain experts will be jointly responsible along with user lead for all functionality customization


1=Domain experts will be available on a need basis3=Domain experts will assist users in defining requirements for customization5=Domain experts will be jointly responsible along with user lead for all functionality customization

Project team highly experienced and adequately resourced.

#DIV/0! #DIV/0!

One of ISO, SEI-CMM

#DIV/0! #DIV/0!

1=No accreditation, but emphasis on quality3=Applying for accreditation5=Accreditation for a least one of the 3 internationally recognized quality measures

Project must be run with clear management structure in place. We suggest that we set up our governance structure in a manner that allows you to best measure the success of the project. Management structure has clear focus on management of pilot and in helping achieve your goals. We have experience in a number of ways in which to set up a project of this nature.

1=No distinction between project management and governance3=References to measuring success of pilot, steering committee etc.5=Clear description governance structure and examples of experience, evidence that a client problem set is understood and project is set up to achieve success

Understanding of roles and responsibilities outside of the day-to-day management of the pilot.

1=No description of roles and responsibilities3=Description of R&R but mainly from a project management point of view5=Clear description of project governance.

0 0

#DIV/0! #DIV/0!

- Clear timetable and understanding of purpose of status reporting- Understanding of who needs what information and when- Communications plan that details how key stakeholders are involved

1=No mention of how status will be communicated and how success will be measured3=Description of how communication mechanism without clear description of who get what information and why5=Detailed information on how organization plans to work with the client, how progress will be updated, who the main stakeholders are and what information is shared at what level.

Clearly defined risks and recommendations both for the

1=No clear response3=Clearly defined risks5= clearly defined risks and recommendations

No conflicting priorities with the partner, COUNTRY based resources / implementation partners are with impeccable credentials if relevant

5 = No conflicting priorities with the partner, COUNTRY based resources / implementation partners are with impeccable credentials if relevant3 = Conflicting priorities may exist but may not be severe1 = Strong conflicts

Strong alliances with global VENDORs for products such as CRM, etc

5 = Alliances with leading global packages3 = Alliances with some VENDORs1 = No alliances in place

<This template also contains a sample of filled-up matrix. The weight ages, scores and remarks part of an example>

VENDOR 2

Remarks

Remarks

VENDOR Delivery Evaluation Matrix<This template also contains a sample of filled-up matrix. The weight ages, scores and remarks part of an example>



Training requirements

Completion criteria of training

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Detailed scope and schedule of training

Please provide an overview of the standard training that you conduct as a part of the package implementation exercise for your project. Please include details of duration, training mechanisms employed, who would conduct the training, qualifications and

Training material availability and quality

What training material would be available to CUSTOMER ?

How do you ensure your training is effective ?

Ongoing training

Documentation

Implementation support

Production Support Structure

Performance requirements

Please describe your proposed method of ongoing skills transfer after go live

Documentation scope and availability

Please provide details of what documentation would be available to CUSTOMER including all user training material, system documentation, system administration documentation, etc

What is the typical production support arrangement once go live is achieved?

Production support/Problem management process

Please outline the problem management process to handle potential problems / issues at a later date

What is the highest business volume that your package has been proven to handle (in terms of number of policies, number of customers, etc) in testing as well as production environments?

What are the typical online response times for transactions initiated from front ends?

Future releases

Conversion effort

Conversion approach

What are the typical batch processes that need to be run on a regular basis and what is the frequency for running? Also, please indicate typical duration of these processes for different volume ranges

Please provide a brief history of the number of major and minor releases that your package has undergone till date, outlining all major events such as significant additions of functionality, platform / technical architecture changes, etc

What is the typical conversion / migration effort for converting to higher releases of your package? Please provide an indication of the typical team size and duration of such as exercise for the last 3 releases

Are there future releases planned for your package in the near future ? Please provide details of planned major and minor releases, if any

Timeframe and effort for conversion

In your experience, what is the typical timeframe and effort required for migrating the existing data to your package ?

What conversion approach would you suggest for CUSTOMER(whether pilot deployment, parallel run, direct cutover, etc) ?

Ease of conversion

What is the overall ease of conversion in your opinion for an organization such as CUSTOMER ?

VENDOR Delivery Evaluation Matrix<This template also contains a sample of filled-up matrix. The weight ages, scores and remarks part of an example>



Weight* Score Remarks Score

#DIV/0! #DIV/0!


VENDOR>






Comprehensive training for users as well as CUSTOMER IT personnel to make them self sufficient over a period of time. Mechanisms used include CBTs, class room sessions, do it yourself handbooks, etc - conducted by professional training resources within the o

1 = No comprehensive training plan, sketchy description of user, application training, etc3 = Moderate training arrangements, good idea of what training needs to be imparted, however no detailed scheduled plan5 = Comprehensive training for users as well as CUSTOMER IT personnel to make them self sufficient over a period of time. Training includes user training, application development training, Product setup and administration as well as overview of the package architecture, etc

User procedures, troubleshooting guide, induction packs, etc

5 = User training material, application development related training material, package architecture material, fallback on line help which is context sensitive and easy to navigate3 = Training material but no on line help1 = Not clearly defined at this stage

Regular measurement processes for training courses and modules to ensure that training is effective, peer to peer reviews, feedback at individual levels

5=Regular measurement processes for training courses and modules to ensure that training is effective, peer to peer reviews, feedback at individual levels, specialists for each area with prior training experience3 = Hands on exercises, no clear measurement process in place, hand holding by Vendor personnel whenever required, specialists for each area to train1 = No clear measures

0 0

#DIV/0! #DIV/0!

#DIV/0! #DIV/0!

Regular ongoing support arrangement; support available for new releases, changes, etc

5 = Joint team for implementation with focus on skills transfer, post production support for skills transfer available3 = Handholding not very focused through out the project1 = Poor handholding mechanism, limited post production support for skills transfer

Comprehensive user and system documentation including user manuals, user procedures, training / induction packs, troubleshooting and maintenance guide, design documentation, overall data model

5 = Comprehensive user and system documentation including user manuals, user procedures, training / induction packs, troubleshooting and maintenance guide, design documentation, overall data model3 = Most but not all of the above1 = Few of the above

Onsite support at least for the first 3 months, 24 hour helpdesk with pre defined support levels subsequent to 6 months

5=Onsite support initially for upto 3 months, helpdesk support available subsequently with ability to rope in on site as and when required, Upgrades for enhancements would also be provided as and when available3=Onsite support available for > 1 month, < 3 months, helpdesk available1=Helpdesk not available, online support < 1 month

Robust process, defines all the contact options, specifies process owners and response times, and roles and responsibilities, review mechanisms, etc

Robust process, defines all the contact options, specifies process owners and response times, and roles and responsibilities, review mechanisms, etc

5 = Production volumes proven of 3mn+, benchmark > 5 mn plus3 = production volume of 1 - 3 mn, benchmark of 3-5 mn1 = production volume < 1 mn, benchmark < 3 mn

Max 3-10 seconds for most of the queries

5 = 1-2 seconds3 = 2-4 seconds1 = 4 seconds +

#DIV/0! #DIV/0!

#DIV/0! #DIV/0!

- Batch processes can easily be completed in the available time windows, with adequate buffers for problem management and re runs if required

5 = Volume independent batch processing time, total proc time < 2 hours, multi threading available3 = Batch proc time 3 - 5 hours, multi threading available (or 1-2 hours but no multi threading)1 = > 6 hours, no multi threading

5=Regular release process to cover new enhancements, bug fixes, etc. Free upgrades including documentation and source code provided to customers, customers can retrofit parts useful to them3=Release program in place, however not a frequent / regular. Retrofitting not as easy1=Erratic releases, < 1 a year, no significant architecture upgrades, no source code provided with new enhancements

5 = Significant migration experience, have predefined migration methodology. Standard tools available for migration. Can retrofit parts of new modifications easily3 = Medium experience of migrating customers from one release to the next. Tools partly available1 = Little / no prior experience of migration of customers across major releases

5 = Next 2 releases planned, with defined functionality to be incorporated. Timelines for new release specified3 = Next release planned, timeline more or less clear1 = No clarity on next release and its timeline

5 = < 6 months3 = 6 - 9 months1 = > 12 months

Robust conversion process, defines entire flow and sequence, specifies owners, roles and responsibilities, review mechanisms, etc

G23

Accenture: Given higher since the volume was very high - 10 mn policies in 5.5 hours

5 = Existing platform (Sun Solaris + Oracle) can be used and hence conversion is relatively easier. Standard tools and methodologies in place for conversion3 = Part of Existing platform can be used1 = Conversion to complete alien platform and hence need to port across platforms


VENDOR 2

Remarks

Remarks

METADATA MANAGEMENT TOOL EVALUATION

Weight age

Criteria Code Evaluation Parameters Core

MM1 Metadata Storage

MM1.1 Metadata storage in multiple- logical and physical servers

MM1.2

MM1.3 There are pre-defined metadata types.

MM1.4

MM1.5

MM1.6

MM2 Metadata management

MM2.1

MM2.2 Metadata Manager to create and to manage metadata repositories,

MM2.3

MM2.4 Metadata manager to manage resource templates.

MM2.5

MM2.6

MM2.7

MM3 Manage permissions

MM3.1

MM3.2

MM3.3 Users can write their own plug-ins to handle specialized or site-specific administrative tasks.

MM4 Metadata authorization

MM4.1

MM4.2 Control who can read and write metadata objects in a repository.

MM4.3 Control who can update specific metadata objects.

MM4.4 Query the access controls for authorization decisions.

MM4.5 Extend access controls to related metadata objects through inheritance.

MM5 Change management

MM5.1 Control concurrent access to metadata.

MM5.2 Change metadata without interfering with existing use.

MM5.3 Track change history to determine who made a change and when the change took place.

MM5.4 Check metadata in and out.

MM5.5 Copy Metadata.

MM6 Importing and exporting metadata

MM6.1 Import metadata from a variety of sources using the Metadata Manager plug-in with the

MM6.2 Import and Export of Metadata through management console

HOME

Dependent repositories are able to automatically use the definition and standards of the central hub.

Support for exchange standards (CWM/XML) enables import and export of metadata from a variety of sources.

Optional bridges for point-to-point connection for sharing and exchanging metadata with large number of repository tool vendors.

Open API to provide access to metadata from a variety of programming environments, including XML,Java, COM/DCOM.

Open frame-work like Java to provide for an open and standardized interface for managing metadata and resources from a 3rd party consol or Data Management or BI platform.

Server manager generates run-time visuals based on prototypes and provides easy and extensible definitions.

Metadata manager to offer change management interfaces and provides import/export interfaces.

Server Manager defines and configures prototypes and definitions of attributes needed for each type of server

Metadata access manager enables user Management and Authorization to define and manages users, groups.

One can create access controls that define, which users can perform which actions on which metadata resources.

All the metadata access controls are defined, stored and evaluated through central authorization management.

Create access controls and associate controls with metadata objects that describe computing resources.

MM6.3 Import wizard invokes and specifies output location for imported metadata.

MM6.4 Export metadata describing schemas, tables, columns, indexes and keys.

MM6.5 Export metadata to other export types

MM6.6 Use the export wizard to easily drive the export process.

MM7 Map physical structures to understandable business terms in information maps

MM7.1 Create data items that map physical data references to business-context terms.

MM7.2 Create data items with descriptive labels.

MM7.3 Organize data items into folders and subfolders so users can easily find information.

MM8 Access data from virtually any data source

MM8.1

MM8.2

MM8.3 Access multidimensional OLAP structures.

MM9 Graphical user interface for drawing data models

MM9.1

MM9.2 Automatically create join relationships when a table is added to the information map.

MM9.3 Create table aliases to provide additional flexibility required for proper query generation.

MM10 Capture consistent business rules

MM10.1

MM10.2

MM11 Specify allowable options for end users

MM11.1

MM11.2

MM11.3 Use settings to restrict sorting or ranking and establish the default format for displaying data

MM12 Administer information maps

MM12.1 Create, move, rename or delete information maps within a folder tree in the

MM13 Overall Metadata Server.

MM13.1

MM13.2

MM13.3 Secure information maps or folders containing information maps.

Access data from various data sources- SAS, DB2, Oracle, Teradata, SQL Server and many other databases.

Access data across different RDBMS. Join a table from one database to a table in another database.

Set up relationships between different RDBMS tables in the information map. Both single-key and multiple-key relationships are supported.

Define calculated expressions, using either the expression builder or by manually entering the appropriate code. The code can be validated to ensure proper syntax.

Set the data format, to provide a consistent representation in downstream reports and other applications.

Capture allowable aggregations for numeric measures, so business users have the appropriate information on how to use a data item.

Generate values for the filter expression by querying the database, supply a predetermined list of values or allow users to enter the value they want.

Use the “Test Query” facility to see and validate the query code (either SQL or MDX) based on selections from the information map.

Row-level permissions can be applied to an information map based on relational data. This filters the data surfaced for specific user groups so each group sees only its subset of the data.

Weight age Assessment

Important Desirable Meets 'Out of Box' 3rd party Add-on Configuration Customization Future Road-Map

Assessment

Not Met Comments

VENDOR Evaluation Commercial and Contractual Matrix<This template also contains a sample of filled-up matrix. The weight ages, scores and remarks part of an example>



Overall

Total Cost of Ownership (L1)

System Implementation Cost

Post Implementation Cost

Licensing & Intellectual Property Rights (IPR)

Billing Structure (L1)

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What are the licensing in terms of multiple business units & geographies?

What is your licensing policy in terms of multiple business units and geographies, for the same parent company?

Licensing aspects of the supporting software systems?

What will be the overall licensing regime for all the supporting software linked to your solution?

IPR of the changes done by CUSTOMER with/without the VENDOR? <Typically the BIPM tools are high configurable, and base changes to the software are not allowed/possible>

Who will own the IPR, for the CUSTOMER specific changes done in the system?

To what extent billing can be tenured in case of front end licensing?

Is it possible for the billing to be phased so to reduce the front-end load on the CUSTOMER?

Billing linked to business performance and usage.

Can billing be linked to the business performance & success?

Billing Currency

Convert capex to opex

Pre-Launch Commercials(L1)

Use of 3rd party/local resources

Can the billing be in Local Currency. If no, is the partial billing possible depending upon the components which can be procured locally?

Billing per unit of usage trend with increased usage.

Does the billing linked to business goes down per unit with increase in volumes over the years?

Is it possible to have the system implementation project cost built into the tenured billing arrangement?

Implementation Pricing and level of confidence in the estimates

Provide the detailed break-up of implementation, and basis.

To what extent the 3rd party resources will be used and what pricing advantage CUSTOMER can have?

Leveraging of existing infrastructure

Will there be any leveraging of the existing infrastructure through re-use or buy-back from the VENDOR?

Post-Implementation Commercials

Post Implementation SLA for production support

-What are the Service Level terms for ensuring the performance?

Scope of post-implementation support

-What are portfolio of services included in the maintenance support agreement?

General Commercials (L1)

Estimated post-implementation support cost.

What is the expected set of changes needed in the system over 5 year time-frame and what is the broad cost?

Post Implementation SLA for development support

What is the service level terms for development support post-launch?

Post implementation development pricing

What is the pricing for the post-launch development support?

Performance warranties for implementation

What are the performance warranties for system implementation project in terms quality, cost & timelines

Performance warranties post-implementation

What are the performance warranties for after system implementation in terms of system stability and performance

Performance warranties for major upgrades

What are the warranties and transition commitments for a major upgrade or architectural change

VENDOR Evaluation Commercial and Contractual Matrix<This template also contains a sample of filled-up matrix. The weight ages, scores and remarks part of an example>



100 #DIV/0! #DIV/0!

40 #DIV/0! #DIV/0!

None Has to be relative across VENDORs

None Has to be relative across VENDORs

10 #DIV/0! #DIV/0!

5 #DIV/0! #DIV/0!


VENDOR>






The license is to the CUSTOMER and its subsidiaries in all the geographical locations of their operations

5=Same as the model answer3= License is limited to majority shareholding subsidiaries in COUNTRY1=License is limited only to CUSTOMER to operate with in COUNTRY

The license is to CUSTOMER and its subsidiaries in all the geographical locations of their operations

5=Same as the model answer3= License is limited to majority shareholding subsidiaries in COUNTRY1=License is limited only to CUSTOMER to operate with in COUNTRY

For all the CUSTOMER specific changes done with/without the VENDORs, the IPR stays with CUSTOMER

5= Same as model answer3= The IPR of changes done by other VENDOR lie with CUSTOMER1= The IPR of changes done by Other VENDOR or VENDOR does not lie with CUSTOMER

Even if the entire licensing fee is charged one time (and not linked to variable fee), it can be paid back in five yearly installments

5= Same as model answer3= The onetime licensing fee can be paid in 3 installments1= The one time licensing fee has to paid upfront

Billing can be completely variable linked to business performance indicators with minimal guarantees

5= Same as model answer3= The billing can be made variable with at least 40% of the project amount as minimum guarantee1= The billing can be made variable with at least 75% of the projected amount as minimum guarantee

10 #DIV/0! #DIV/0!

25 #DIV/0! #DIV/0!

Entire billing can be in local currency

5= Same as model answer3= 50% of billing can be in local currency1= None of the billing can be in local currency

After 5 years of system implementation, the unit cost goes down to have a flat amount being charged, which is equal to the 5th year license fee.

5= Same as model answer3= The growth rate of licensing fee is reduced to 50% of the growth rate of business. 1= No reduction in per unit rate

The entire system implementation cost can be plugged into the variable licensing fee post-implementation

5= Same as model answer3= The pre-implementation billing can be tenured but in terms of 5 year annual installments.1= The project cost cannot be tenured

There is a 100% level of confidence in the migration pricing

5= Same as model answer3= 80%-90% level of confidence1= 60%-80% level of confidence

The local resource/3rd parties will be used to the extent of having 25% saving on manpower charges

5= Same as model answer3= 10% saving1= No local resources to be used and no saving

If there is redundant infrastructure, it will bought back by the VENDOR at the book value. Alternatively the same can be used with the new system

5= Same as model answer3= The VENDOR will do buy-back bit cannot assure purchase price OR 50% of the existing infrastructure can be used1= The VENDOR will not do a buy-back and none of existing infrastructure can be used

Service Level terms within 75 percent of the best of breed (BOB) services standards in the market

5= Same as model answer3= With in 50 % of best of breed service standards1= Below 50% of best of breed service standards

The support services are holistic, and all the non-development support services are part of maintenance

5= Same as model answers3= The support services also include training, and adhoc advisory on new releases1= The support services are the basic maintenance support in terms of defects and performance management

10 #DIV/0! #DIV/0!

Given the system and experience with the other installations, the fundamental changes in the system will be less that 5% of the overall sizing of the system

5= Same as model answer3= 10% of the overall sizing of the system1= Over 10% of the overall sizing of the system

Service Level terms within 75 percent of the best of breed (BOB) services standards in the market

5= Same as model answer3= With in 50 % of best of breed service standards1= Below 50% of best of breed service standards

The pricing is same as per market bench-mark of high quality cost-effective VENDOR

5= Same as model answer3= Pricing is 25% above the BOB local VENDOR1= Pricing is 50% above the BOB local VENDOR

The performance warranties are backed by the penalty clause of 10% reduction in the initial licensing fee and implementation cost with every month delay

5= Same as the model answer3= The penalties are 50% of the model answer1= No penalties

With every 10% deviation of stability standards as defined , there will be penalty of 10% on licensing and support fee, on monthly basis

5= Same as the model answer3= The penalties are 50% of the model answer1= No penalties

The current version will be supported and upgraded for next ten years at least. Any major architectural change will be done as part of maintenance /support

5= Model Answer3= Any major architectural change will be done bit with the associated cost1= No assurance of road map of the system beyond 5 years, and not in a position to commit to upgrade commercials


VENDOR 2

Remarks

DATA INTEGRATION TOOL EVALUATION


Evaluation Parameters Core Important Desirable

DI1 Interactive data integration development environment

DI1.1 Wizards for

DI1.1.1 Accessing source systems

DI1.1.2 Creating target structures

DI1.1.3 Importing and exporting metadata

DI1.1.4DI1.1.5 Dedicated GUI to profile data

DI1.2 Identify and repair source system issues

DI1.3 Retaining the business rules for later use in ETL processes.

DI1.4

DI1.5 Ability to distribute data integration tasks to nearly any platform

DI2 Connectivity and Computing Support

DI2.1 Connect virtually any source or target data store.

DI2.2 Integrated workflow scheduling

DI2.3 Automatic load balancing

DI2.4 Grid computing support.

DI2.5

DI2.6DI3 Data quality

DI3.1 Data quality embedded into

DI3.1.1 Batch processes,

DI3.1.2 near-time processes

DI3.1.3 real-time processes.

DI3.2 Data quality rules are callable through

DI3.2.1 message queues

DI3.2.2 Web services

DI3.2.3 custom exits.

DI.3.3DI.3.4 Out-of-the-box standardization rules

DI.3.5 Ability to build customized rules for special situations.

DI.3.6DI.3.7 Add value to existing data by

DI3.7.1 generating and appending postal addresses,

DI3.7.2 geo-coding,

DI3.7.3 demographic data or facts from other sources of information.

DI3.8 Ability to profile operational data

DI3.9

HOMECriteria Code

Meets 'Out of Box'

Building and executing data access, transformation and load process flows

Multi-user design environment supports collaboration on large, enterprise-wide projects.

Support for unstructured and semi-structured data to parse and process files.

Access to static and streaming data for sending and receiving via Web services.

Data cleansing provided in native languages with localizations for large range of regions.

Metadata built and shared across the entire Data Integration Platform to provide an accurate trail of actions.

Monitor ongoing data activities with an interactive GUI designed specifically for their needs.

DI3.10

DI3.11

DI3.12 Issues alerts when corrective action is needed for data quality.

DI4 Extraction, transformation and loading (ETL)

DI4.1

DI4.2DI4.3 Transformations to be reusable

DI4.4 Transformation are tracked and registered in metadata.

DI4.5 Publish/Subscribe services for publishing information to archives,

DI4.6

DI4.7

DI4.8

DI4.9

DI4.10DI5 Metadata management

DI5.1DI5.2 from sources to targets

DI5.3

DI5.4DI5.5 Data lineage (reverse impact analysis).

DI5.6DI5.7 Wizard-driven metadata import and export.

DI5.8DI6 Migration and synchronizations

DI6.1 Metadata-driven access to sources and targets.

DI6.2

DI6.3DI6.4 Ability to migrate or synchronize data between

Apply basic or complex rules to validate data according to the specific business requirements of a particular process, project or organization.

Data quality monitoring. Continuously examine data in real time and over time to discover when quality falls below acceptable limits.

Comprehensive data transformation library with large number of predefined table and column-level transformations.

Author your own transformation using wizard for metadata driven transformations

Publish/Subscribe services for publishing information publishing channel,

Publishing through e-mail or various message queuing middleware.

Metadata is captured and documented throughout transformation and data integration processes Metadata is available for immediate reuse.

Transformations can run on all supported platforms with all data sources.

Flexible deployment. Transformation and data integration processes to be deployed easily as embedded business logic or as Web services for use by other applications as part of a service-oriented architecture.

Sophisticated metadata mapping technologies for quickly propagating column definitions

Metadata mapping technologies to create automated intelligent table joins.

Impact analysis for assessing the scope and impact of making changes to existing objects such as columns, tables and process jobs.

Multi-user collaboration support includes object check-in and check-out and DEV/TEST/PROD promotion management.

Metadata-driven deployment flexibility. Using process metadata, process jobs can be deployed for batch execution, as reusable stored processes and as Web services.

Extensive library of predefined transformations for migration and synchronization that can be extended and shared with other integration processes.

Embedded, reusable data quality business rules can clean data as it is moved.

DI6.4.1 database structures,

DI6.4.2 enterprise applications,

DI6.4.3 mainframe legacy files,

DI6.4.4 text,

DI6.4.5 XML,

DI6.4.6 message queues

DI6.4.7 Other sources

DI6.5

DI6.6DI7 Data federation

DI7.1 Access to

DI7.1.1 Database structures

DI7.1.2 Enterprise applications

DI7.1.3 Mainframe legacy files

DI7.1.4 Text

DI7.1.5 XML

DI7.1.6 Message queues

DI7.1.7 Other sources

DI7.2

DI7.3

DI7.4

DI7.5

DI7.6

Optional integrated scheduler allows changes made in one or more systems to be propagated on a scheduled basis out to other systems in a reliable manner.

Data can be cleansed in real time as it is being moved, replicated or synchronized.

Ability to join data across data sources for real-time access and analysis.

Instant access to a real-time view of the data using the built-in data viewer.

Query optimization is provided both automatically as part of DBMS requests,

Query optimization is enabled manually within the advanced SQL editor,

Query optimization can be used for both homogenous and heterogeneous data sources.

Assessment

Not Met Comments3rd party Add-on

Configuration

Customization

Future Road-Map

MASTER DATA MANAGEMENT TOOL EVALUATION


Criteria Code Evaluation Parameters Core Important Desirable

MDM1 General

MDM1.1 Service oriented architecture

MDM1.2 Not tied to an application and business process

MDM1.3 Performance and scalability

MDM1.4 Extensibility

MDM1.5 Flexibility

MDM2 Foundation MDM

MDM2.1 User interface

MDM2.2 Data Quality Control

MDM2.3 Integration

MDM3 Transaction MDM

MDM3.1 Business level services

MDM3.2 Security and Visibility

MDM3.3 Events

MDM3.4 Data Optimization

MDM3.5 Adaptive

MDM4 Party

MDM4.1 Party Domain Defined

MDM4.2 Party Services

MDM4.2.1 Party Services Identification

MDM4.2.2 Party Services Interaction

MDM4.2.3 Party Services Roles

MDM4.2.4 Party Services Demographics

MDM4.2.5 Party Services -Privacy Preferences

MDM4.2.6 Customer Services and sales

MDM4.2.7 Know your client

MDM4.2.8 Financial Profile

MDM4.2.9 Campaign Services

MDM5 Account

MDM5.1 Account Domain Defined

MDM5.2 Account Services

MDM5.2.1 Search

MDM5.2.2 Location and Billing

MDM5.2.3 History Audit

MDM6 Product

MDM6.1 Product Domain Defined

MDM6.2 Product Services

MDM6.2.1 Product Types and Categories

MDM6.2.2 Specifications

MDM7 Cross Domain Data and Services

MDM7.1 Relationship Among domains

MDM7.2 Cross Domain Services

MDM7.2.1 Relationships

MDM7.2.2 Hierarchies

MDM7.2.3 Locations

MDM7.3 Data Stewardships

HOMEMeets 'Out of Box'

MDM7.3.1 Duplicate Suspect Processing

MDM7.3.2 Party maintenance

MDM7.3.3 Hierarchy Management

MDM7.4 History and Audit

MDM8 User Interfaces

MDM8.1 Data Steward User-Interface

MDM8.2 Administration user interface

MDM9 Data Quality Control

MDM9.1 Duplicate suspect processing

MDM9.2 Data Validation and Normalization

MDM9.3 Error Messaging

MDM10 Integration

MDM10.1 Interfaces

MDM10.1.1 name Standardization

MDM10.1.2 Address Standardization

MDM10.1.3 Party Matching

MDM10.1.4 External Rules

MDM10.1.5 External Reference ID

MDM10.1.6 Use or User Group Definition

MDM10.1.7 Data Integration

MDM10.1.8 Non-Obvious Relationship

MDM10.1 Real-time interfaces

MDM10.2.1 XML Interface

MDM10.2.2 Web Services Adaptor

MDM10.2.3 Massaging Adaptor

MDM10.2.4 Java Object Interface

MDM10.2.5 IBM web sphere Business Integration Adaptor

MDM10.2.6 COBOL Adaptor

MDM10.2.7 Content Management Integration

MDM10.3 Batch-Interfaces

MDM11 MDM Workbench

MDM11.1 Platform

MDM11.1.1 Flexibility

MDM11.1.2 Performance

MDM11.1.3 Federated Deployments

MDM11.1.4 Data Validation

MDM11.1.5 Message Notification

MDM11.1.6 Common Audit Trail

MDM12 MDM Server-Transaction Hub

MDM12.1 Business Level services

MDM12.2 Security and Visibility

MDM12.2.1 Events

MDM12.2.2 Data Optimization

MDM12.3 Adaptive Data Management

MDM12.3.1 Pending Critical Data Change

MDM12.3.2 Rules of Visibility

MDM12.3.3 Configured Enquiry Services

MDM12.3.4 Multi-tenancy

MDM12.3.5 Federation

MDM12.3.6 Fast-track

Assessment

Not Met Comments3rd party Add-on

Configuration

Customization

Future Road-Map

DATA QUALITY AND CLEANSING TOOLS EVALUATIONWeight age

Evaluation Parameters Core Important

DQ1 Powerful, easy-to-use graphical user interface

DQ1.1 Windows-friendly environment lets users

DQ1.1.1 analyze data

DQ1.1.2 define business rules

DQ1.1.3 create data standardization

DQ1.1.4 data matching/integration specifications.

DQ2 Data profiling capabilities

DQ2.1DQ2.2 Provides an easy-to-use interface to determine areas of poor data quality

DQ2.3

DQ2.4

DQ2.5

DQ2.6DQ3 House holding and site identification

DQ3.1DQ3.2 Personalize parsing, matching and standardization algorithms.

DQ3.3

DQ3.4

DQ3.5DQ4 Identification analysis

DQ4.1 Determines the gender of an individual for targeted marketing purposes.

DQ4.2 Determines whether a value is a person or an organization.

DQ5 International support with many language- and country-specific constructs

DQ5.1DQ5.2 Employs local knowledge of these data types.

DQ6 Leverages capabilities of Data Integration Platform

DQ6.1

DQ6.2

DQ6.3DQ7 Can be integrated with a BI or Analytics platform

DQ7.1

HOMECriteria Code

A robust environment analyzes enterprise data to determine nuances, discrepancies and inaccuracies in data.

Provides an easy-to-use interface and the amount of effort required to rectify them. Provides the ability to eliminate or reduce inconsistencies in corporate data.

Allows duplicate records to be removed from a customer, supplier or product database or from other corporate information. Match code generation (single or composite element keys)

Consolidates data from multiple data sources when a complete match is not possible.

Creates unique key values by using fuzzy logic to group together information with similar values (for example, Robert, Bob, Bobby, etc.) across one field or multiple fields.

Allows the creation of house holding or site ID based on one or more conditions. Customization of parsing, standardization and matching algorithms

Create or enhance the rules used to parse the parts of the names, addresses, e-mail addresses, product codes and other business data.

Add rules to matching algorithms about which part of a data string weighs the heaviest in a match.

Ability to share the house holding information across multiple data quality products or BI platforms

Understands the nuances in various languages, including names, addresses, organizations and other areas where data parsing is required.

Can be integrated with the data integration and BI platforms for overall integration management

If the data quality solution is part of the BI platform, it should be able to apply data quality on the BI database

Provides an interactive approach to data quality that eliminates duplication of effort when creating business rules.

Integrating data quality capabilities within business intelligence solutions creates high-impact results, ensuring an acceptable return on investment.


Desirable Not Met CommentsMeets 'Out of Box'

3rd party Add-on

Configuration

Customization

Future Road-Map

EXTRACTION TRANSFORMATION AND LOADING TOOL EVALUATIONWeight age

Evaluation Parameters Core

ETL1 User interface

ETL1.1 Drag-and-drop Windows-like interface for controlling the entire data integration process.

ETL1.2 Role-based permissions show users only what they are authorized to see.

ETL1.3 Customizable metadata tree views for displaying, visualizing and understanding metadata.

ETL1.4 Wizard-driven table designers shorten development time by allowing:

ETL1.5

ETL1.6 Reuse of data dictionaries from RDBMS systems and reuse of enterprise metadata.

ETL1.7 Easy definition of flat file structures for quick import and export.

ETL1.8

ETL1.9 Convenient definition and creation of OLAP structures within the tool using a wizard.

ETL1.10 A visual end-to-end process designer:

ETL1.11 Eliminates programming with drag-and-drop functionality.

ETL1.12 Supports automatic and dynamic column mapping throughout the data integration processes.

ETL1.13 Provides interactive debugging and testing of jobs during development and full access to logs.

ETL1.14 Enables viewing and searching of all data/metadata with a visual table viewer:

ETL1.15 Multicolumn sorting; row/column-level filtering.

ETL1.16 Text-based searching.

ETL1.17 Visualization control (metadata/physical column names, formatted/unformatted values).

ETL1.18 Lets users easily deploy jobs to an integrated scheduler (or other scheduler).

ETL2 Extraction from virtually any data source or format

ETL2.1

ETL2.2

ETL2.3

ETL2.4 Enterprise Applications: Oracle Applications, PeopleSoft, SAP BW, SAP R/3, Siebel.

ETL3 Powerful transformation capabilities

ETL3.1 More than 300 predefined table and column-level transformations.

ETL3.2

ETL3.3

ETL3.4 Metadata is captured and documented throughout the data integration process and transformations.

ETL3.5 Transformations and data integration processing can run on any platform with any data source.

ETL3.6

ETL4 Ready-to-use table transformations

ETL4.1 Sort, join, split and extract.

ETL4.2 Data quality:

HOMECriteria Code

Simplified defining of source/target information, extractions, creation of jobs, process flows and transformations.

Support for metadata import and export with the CWM standard and with third-party proprietary formats through metadata model bridges.

File formats: text files, standard and delimited, XML and standard flat files, COBOL Copybooks, and FTP and URL-based. Read and write other external data representations such as ASCII, Binary, EBCDIC, Hexadecimal and Octal.

Database sources: AS400, Generic ODBC, IBM DB2/UDB (native, ODBC), Informix (ODBC),Microsoft Access (ODBC), Microsoft Excel (ODBC), Microsoft SQL Server (ODBC), MySQL,Netezza (ODBC), OLE/DB, Oracle (native, ODBC), Sybase (native, ODBC), Sybase ASIQ (ODBC), SAS data sets, SAS Scalable Performance Data Server, SAS Scalable Performance Data Engine, Teradata (native, ODBC).

Mainframe data sources (OS/390 and z/OS): ADABAS, CA-Datacom, CA-IDMS, COBOL, IBM DB2, IMS-DL/I, ISAM files, Oracle, SYSTEM 2000 , Teradata, VSAM (KSDS and ESDS), and other file formats.

Transformation Generator wizard or Java plug-in design templates for creating reusable and repeatable transformations that are tracked and registered in metadata.

Framework for publishing information to archives, a publishing channel, e-mail or various message queuing middleware.

Transformation and data integration processes can be deployed easily as Stored Process or Web services for use in other applications or as part of a service-oriented architecture.

ETL4.2.1 Data standardization (name, address, e-mail, phone number and other types of data).

ETL4.2.2 Match/merge for deduplication, householding and data consolidation.

ETL4.3 Data transfer: move data from one server host to another (PC, UNIX, mainframe).

ETL4.4 Transpose: inverts data, all data in a row can be turned into columns or vice versa.

ETL4.5 Data validation: identify and act on duplicate, invalid and missing values.

ETL4.6

ETL4.7 Slowly Changing Dimension support:

ETL4.8 Surrogate Key Generation to create unique identifiers of records.

ETL4.9 Effective Date Calculations to keep track of changes to keys of a table.

ETL4.10 Dimension and Fact Table loading, including Slowly Changing Dimensions Type 2.

ETL5 Ready-to-use analytical transformations

ETL5.1 Correlations and frequencies.

ETL5.2 Distribution analysis.

ETL5.3 Standardize: calculates the standard deviation.

ETL5.4 Summary statistics.

ETL5.5 Apply forecasting and data mining models.

ETL5.6 Ready-to-use column-level transformations

ETL5.7 Date and time, mathematical, trigonometric and hyperbolic.

ETL5.8 Character, character string matching, truncation.

ETL5.9 Data cleansing, match/merge, identification analysis.

ETL5.10 Descriptive statistics, profitability and density, logical operators, financial.

ETL5.11 Formatting and macros.

ETL6 Loading

ETL6.1 Easily refresh, append and update during loading.

ETL6.2 Optimize load techniques with user-selectable options.

ETL6.3

ETL6.4 Design, create and load OLAP cubes.

ETL7 Metadata management

ETL7.1 Impact analysis/reverse impact analysis (data lineage):

ETL7.2 Evaluate impact of changes throughout the data integration process before they occur.

ETL7.3 Determine the path, processes and transformations taken to produce the resulting information.

ETL7.4 Change Analysis for metadata change discovery, comparison, analysis and selective propagation.

ETL7.5 Table and column-level evaluation.

ETL7.6 Source/target tables, transformations, look-ups, OLAP cubes, metadata mapping.

ETL8 Multi-user, multiple-level development environment

ETL8.1 Enables team-oriented development of data integration processes.

ETL8.2

ETL8.3 View which objects are checked out with status information.

ETL8.4 Use audit history to view which jobs or tables were changed, when and by whom.

ETL8.5 Promotion and replication of metadata across development, test and production environments.

ETL8.6

ETL8.7 Design, create and load OLAP cubes.

Table look-ups with configurable error handling: error table/error report, invalid records table, condition handling. Error checking, processing and event notification.

Database-aware loading techniques, including bulk load facilities, index and key creation, drop and truncate tables.

Manage multi-user development environment with check-in/check-out of jobs, related tables and objects, and job status viewing.

Database-aware loading techniques, including bulk load facilities, index and key creation, drop and truncate tables.


Important Desirable Not Met CommentsMeets 'Out of Box'

3rd party Add-on

Configuration

Customization

Future Road-Map

OLAP SERVER EVALUATIONWeight age


OL1 Powerful, industrial-strength, multidimensional database

OL1.1 Designed to handle large volumes of business intelligence data.

OL1.2

OL1.3

OL1.4 Native support for open industry standards:

OL1.5

OL1.6

OL2 Fast, efficient processing of queries

OL2.1 Multithreaded query engine.

OL2.2

OL3 Tunable optimizations conserve system resources

OL3.1 Seldom accessed data can be stored in compressed format.

OL3.2 Frequently queried data can be cached in memory for faster access.

OL4 Easy-to-use GUIs for building and maintaining OLAP cubes

OL4.1

OL4.2

OL4.3

OL5 Capabilities for supporting real-world OLAP problems

OL5.1 Allow use of special dimensions

OL5.2

OL5.3

OL5.4

OL6 Integrated metadata

OL6.1

OL7 Powerful interfaces for server maintenance and monitoring

OL7.1 All maintenance operations are executed using BI management console

OL7.2

OL7.3

OL8 Data sources

HOMECriteria Code

Supports ROLAP, multidimensional (MOLAP) and hybrid (HOLAP) data stores.

Routines enable procedures to query the OLAP Server using SQL Pass-Through with reach-through from multidimensional data to the underlying detailed data.

OLE DB for OLAP (the de facto industry standard for multidimensional data sources).

Fully compliant implementation of MDX query language for communicating with third-party clients.

Parallel storage allows data to be spread across multiple-disk systems, providing parallel-read access for query threads.

A stand-alone cube-building tool, is used to easily define data measures, dimensions and aggregations.

OLAP cube building tool to integrate with the ETL tools, to build cubes from cleansed data sources and load them for later use and updating.

Wizard facilitates for designing, creating, updating and tuning cubes, and it to be accessible from either OLAP Cube management tool

Time dimensions calculate time-based measures, such as year-to-date values or opening-period values.

Ragged and unbalanced hierarchies provide modeling of dimensions equivalent to real-world structures.

Parallel drill hierarchies for analyzing along different drill paths within a single dimension.

All metadata (data that describes multidimensional data sources, their dimensions, levels and measures) is stored in a single, open location – Metadata Server. OLAP Server to be fully integrated into the open security model maintained in Metadata Server and used throughout the entire BI platform.

Define OLAP data servers and their configuration parameters, including performance logging options.

Application Response Measurement (ARM) classes used to monitor all server activities. Result sets can be transferred to any third-party clients, such as HP’s Workload Manager, in order to monitor activity and performance.

OL8.1 Access to an OLAP cube via business metadata or a semantic layer

OL8.2 Open a cube directly without using business metadata or semantic layer

OL8.3 Open a saved view on business data.

OL9 Explore OLAP data

OL9.1

OL9.2

OL9.3 Slice through multidimensional data using a special slicer dimension.

OL9.4 Dice multidimensional data by applying filters on any level of a hierarchy.

OL9.5 Drill up/down through hierarchies or expand/collapse entire levels.

OL9.6

OL9.7

OL9.8

OL10 Analyze OLAP data

OL10.1

OL10.2 Display totals and subtotals on cross tables.

OL10.3

OL10.4 Calculate new measures and add them to any view.

OL11 ESRI maps

OL11.1

OL11.2 Synchronized drill and display for map and table view.

OL11.3

OL11.4 Drive the color coding of maps by data from the OLAP data source.

OL12 Conditional highlighting

OL12.1

OL12.2

OL13 Save and publish

OL13.1

OL13.2

OL13.3

OL14 Data Explorations.

OL14.1 Save views as Web Report viewer reports

OL14.2

Explore multidimensional data using a table or graph view (color-coded table, bar chart, bar-line chart, line plot, pie chart, scatter plot, tile chart, map).

Change business queries by selecting business items to be displayed from a side bar.

Explore data following ragged or unbalanced hierarchies that model true hierarchies as they are experienced in business.

Obtain detailed information for every cell (drill-through) with the option to export it to Excel.

Display and filter on properties associated with members inside the OLAP data source (member properties).

Rank multidimensional data to identify top performers or losers (ties can be handled).

Add the percentage that a measure contributes to the total or a subtotal of a table with a single click on a dedicated button.

Use maps from ESRI’s ArcGIS Server to display OLAP data just like any other view on thedata.

Drill on regions in the map visualizing information from an OLAP data source in real time, enabling a zoom down to the level of individual houses on a road.

Conditional Highlighting provides visual highlighting of information inside tables and graphs depending on conditions defined by the user.

Conditional highlighting can use text formatting, cell formatting, text replacement with fixed strings or images, and displaying of images next to cell values.

Save any view that reveals new business insights in a personal view called a Data Exploration.

Share views with colleagues by publishing views to public Data Explorations.

Share entire Data Explorations containing multiple views with colleagues by publishing

Save views as Microsoft Excel spreadsheets or Adobe PDF documents. Application branding

OL14.3

Change the appearance of OLAP Viewer to match corporate identity guidelines by adding company logos, by using specific fonts throughout the application, and by using color schemas that match the company guidelines.

Assessment

Not Met CommentsMeets 'Out of Box'

3rd party Add-on

Configuration

Customization

Future Road-Map

BUSINESS INTELLIGENCE PLATFORMWeight age


BI1 Portal/dashboard

BI1.1 Provide a zero-footprint, Web-based interface.

BI1.2

BI1.3

BI1.4

BI1.5

BI1.6

BI1.7

BI1.8

BI2 Report viewing

BI2.1

BI2.2

BI2.3

BI2.4

BI2.5

BI2.6

BI3 Advanced data exploration

BI3.1

BI3.2 Explore and analyze OLAP cubes.

BI3.3

BI3.4

BI3.5 Drill up/down through hierarchies or expand/collapse entire levels.

BI3.6

BI3.7

BI3.8

BI3.9 Display totals and subtotals on cross tables.

BI3.10 Calculate new measures and add them to any view.

HOMECriteria Code

Provide point-and-click wizards to enable users to create, delete and reorder pages, add and remove content, and modify page layout to organize content in their personal workspaces.

Extend portal capabilities with a comprehensive set of port lets, extendable to include new portlets created in-house.

Provide a comprehensive search facility to locate all content types within the security confines set by IT.

Display customized graphical or tabular dashboards so that users easily understand key indicators. Also, link to more detailed information.

Access various content types easily, including reports, advanced data explorations and other structured and unstructured content from one location based on IT security restrictions.

Link to reports and analytical results from enterprise reporting, Analytics tools, Performance Management scorecards and objects, externally generated data and virtually anything addressable by a URI.

Provide data to dashboard capabilities in seconds with point-and-click administration.

Provide a zero-footprint, Web-based, interactive reporting interface for the masses.

Load, organize, view and save reports based on OLAP cubes and/or relational data from one or more data sources.

Provide multidimensional data exploration: drill, rotate, filter, reorganize, sort, toggle totals, export to various target formats and more.

Provide relational data exploration: rotate, filter, reorganize, sort, toggle totals, export to various target formats and more.

Print reports to PDF or export formatted tables and graphs, or simply data, to Excel.

Surface geo-spatial mapping information and the results of geo-spatial analyses into reports.

Provide a zero-footprint, Web-based, interactive interface for advanced users looking for new views that define answers to questions.

Change business queries by selecting business items to be displayed from a sidebar.

Slice and dice multidimensional data using a special slicer dimension and by applying filters on any level of a hierarchy.

Explore data following ragged or unbalanced hierarchies that model true hierarchies as they are experienced in business.

Obtain detailed information for every cell (drill through) with the option to export it to Excel.

Rank multidimensional data to identify top performers or losers (ties can be handled).

BI3.11

BI3.12

BI3.13

BI3.14 Synchronize drill and display for map and table view.

BI3.15

BI3.16 Drive the color coding of maps by data from the OLAP data source.

BI3.17

BI4 Microsoft Office integration

BI4.1

BI4.2 Provide offline viewing of previously created results.

BI4.3 Turn Excel back into an application rather than an ad hoc data store.

BI4.4 Access data from any centrally IT-defined enterprise data source.

BI4.5

BI4.6

BI4.7

BI4.8 Embed BI platform outputs into Word and Excel.

BI4.9

BI4.10

BI4.11

BI4.12

BI4.13

BI4.14

BI5 Report building and distribution

BI5.1

BI5.2

BI5.3

BI5.4

BI5.5

BI5.6

BI5.7

BI5.8 Create custom calculations and filters.

Use conditional highlighting to provide visual highlight information inside tables and graphs depending on conditions defined by the user.

Use text formatting, cell formatting, text replacement with fixed strings or images, and displaying of images next to cell values.

Use maps from ESRI’s ArcGIS Server to display OLAP data just like any other view on the data.

Drill on regions in maps to visualize information from an OLAP data source in real time, enabling a zoom down to the level of individual houses on a road.

Save views as Web Report viewer reports, Microsoft Excel spreadsheets or Adobe PDF documents. Share views with other advanced data exploration users.

Provide integration with Microsoft Word, Excel and PowerPoint through a plug-in.

Refresh the data at the click of a button from any central enterprise data source defined by IT.

Cycle through data that exceeds the 65,536 row limitations of Excel. Server-side buffering ensures large data sources are never transferred as one to the client.

Use all the capabilities of Excel on the data displayed but have the ability to always get access to the latest view of information.

Deliver results as: RTF (Rich Text Format), HTML with Word, raw data (CSV), or HTML into Excel for further manipulation with native Office functionality.

Manipulate pivot tables to illustrate multidimensional data from various sources

Deliver graphics results directly into Word, Excel or PowerPoint in any of these formats: ActiveX, GIF, JPEG or PNG.

Refresh tables and charts automatically to get the latest view of information, pulling from current data that is centrally maintained.

Enable distribution of embedded results on demand using native Microsoft Office functionality.

Provide a zero-footprint, Web-based, interactive report-building interface for report authors. (IT controls who can have access to report-building capabilities.)

Build reports based on OLAP cubes and/or relational data from one or more data sources.

Build reports that match user skill levels and the requirements of the information.

Create a quick view of data that lets you select a data source and display the default view in one simple step.

Create simple reports. Wizards guide novice report authors through report creation:Choose data items needed from a non-technical, IT-provided view known as an information map.

Select predefined filters; set groupings and sorting; override default formatting.

Define report layout: add tables, graphs, table of contents, footers and headers.

BI5.9

BI5.10

BI5.11 Define multiple report sections with data from multiple data sources.

BI5.12

BI5.13

BI5.14 Use advanced formatting for text (font, size, color, alignment, etc.).

BI5.15

BI5.16 Define custom calculations, filters and aggregations.

BI5.17 Link reports:

BI5.17.1 Add hypertext links on text, images, tables, graphs and group breaks.

BI5.17.2 Add links to other reports or Web pages.

BI5.18 Use conditional highlighting to define exceptions:

BI5.19 Use conditional highlighting on tables and graphs.

BI5.20 Change text format and background.

BI5.21 Add or replace with image or text.

BI5.22 Use a variety of charts: bar/3D bar, pie/3D pie, line, scatter and more.

BI5.23

BI5.24 Save predefined reports and information with report archiving.

BI6 Query and analysis

BI6.1

BI6.2

BI6.3 Remove complexity of data structures from non-technical users.

BI6.4 Allow queries to be performed across multiple data sources.

BI7 Guided analysis

BI7.1

BI7.2 Provide a large number of prebuilt tasks over a wide variety of topics.

BI7.3

BI7.4 Use slices of OLAP cubes for further analysis.

BI7.5 Easily incorporate geo-spatial data into analyses.

BI7.6

BI7.7

BI8 Business metadata management

BI8.1 Map physical data structures to business terms in an easy-to-use interface.

BI8.2

BI8.3

BI8.4

Create more comprehensive reports with powerful layout capabilities for experienced report authors and specialized reports:

Choose from a gallery of common predefined layouts and custom templates for a quick start, or begin from a blank page and add tables, graphs and text manually.

Precisely position and size graphs, tables, text, images, etc., with advanced layout capabilities.

Use advanced formatting for all graphs (size, style, decoration, data, legend placement, etc.).

Use dynamic text insertion to show information such as report creation date and prompt values as appropriate.

Share reports with large and diverse audiences through report bursting capabilities.

Provide query capabilities for all levels of users across multiple BI interfaces.

Provide wizard-driven query capabilities within the user reporting environment.

Provide a .NET-based native Windows application for programmers, analysts or more advanced users.

View OLAP cubes BI tool or from other vendors that support OLE DB for OLAP, and the MDX standard, such as SAP InfoCubes.

Query and subset data graphically from any accessible source or write SQL/MDX.

Package results into Stored Processes that can then be used in all BI interfaces and Microsoft Office to gain access to anything the BI platform can do, allowing work to be distributed without IT involvement while maintaining security.

Access data from virtually any data source including multiple sources at once.

Define consistent business views of the data for relational tables and OLAP cubes.

Create one business view over disparate database management systems for a combined set of query attributes.

BI8.5 Combine data from multiple sources.

BI8.6

BI8.7

BI8.8 Centrally manage metadata.

BI8.9

BI9 Business visualization

BI9.1

BI9.2 Generate static or dynamic interactive (Java or ActiveX) charts and graphs.

BI9.3

BI9.4

BI9.5

BI9.6

BI10 Application development environment

BI10.1

BI10.2

BI10.3

Control size of result sets that can be returned to avoid long-running queries.

Capture consistent business rules and specify allowable options and prompts for end users.

Create and manage repositories, control the metadata server, define access controls, and register and manage users and groups through a single interface.

Allow users to summarize and present data using a variety of highly customizable charts, including: vertical and horizontal bar, pie, donut, subgrouped pie, star and block charts. Allow users to generate scatter, line, area bubble, multiple axis and overlay plots.

Generate graphs in a variety of static forms (Microsoft Windows bitmap and metafile, enhanced metafile, device independent bitmap, JPEG, GIF, TIF, PS, EPSI, PNG, PBM) that can be inserted in third-party applications by the BI platform through interfaces or manually.

Provide highly interactive business graphics, including animated bubble plots, 3D scatter plots, trellis plots, summary charts and needle charts.

Visually query and filter data for interactive tabulation and ability to rearrange data at will.

Provide visual analytics, including interactive simulations and optimization and state-of-the-art time series modeling.

Includes a comprehensive stand alone development environment (including a Java IDE) that provides all required BI components on one machine for easy development and testing.

Incorporates all APIs and components for easy reuse in corporate standard development environments.

Allows for the easy customization and extension of an organization’s business intelligence environment.

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

BUSINESS INTELLIGENCE DEVELOPMENT ENVIRONMENTWeight age


BID1 The convenience development environment

BID1.1

BID1.2

BID1.3 Does not influence performance of the production server.

BID1.4 Response times for end users are not affected by development.

BID2 Flexibility to develop multiple types of applications

BID2.1 Java Enterprise Edition (Java EE) Web applications.

BID2.2 CGI/HTML applications.

BID2.3

BID2.4 Full-client applications using Java, Visual Basic, C++, C#, etc.

BID2.5 Wireless applications.

BID2.6 Web services using .NET or Java EE framework.

BID3

BID3.1

BID3.2

BID3.3

BID3.4

BID4 Integrated Development Environment (IDE)

BID4.1

BID4.2

BID4.3

BID4.4 Source code control system for team-based development.

BID4.5

BID5 Powerful set of quick-start templates

BID5.1

BID5.2

BID5.3 Set of templates for building Web applications.

HOMECriteria Code

Everything needed to develop applications on one box that can leverage the capabilities of a BI platform.

Develop applications on a local machine, whether you are connected to the network or not.

Active Server Pages (ASP), ASP.NET applications, and ActiveX controls that access a BI server.

Extensive set of open programming (Java ) components to support rapid development

Information Beans encapsulate access to the informational and analytic power of SAS servers.

Transformation Beans consume data from existing data models and transform it into different representations (HTML, DHTML, WML).

Foundation services classes serve ready-to-use functionality such as publishing information or running analytic processes.

Custom tag library (Java) allows coding using HTML-like tags; no Java code is needed.

Development environment based on industry-leading open source Eclipse platform for building powerful intelligence applications.

Intelligent editing: real-time syntax error highlighting and automatic name, method and key word completion.

Graphical user interfaces and powerful wizards hide complex Java programming.

Enhanced build support using Jakarta Ant to develop, package and deploy applications.

Wizard-driven templates for creating portlets. Automated packaging and deployment into the Information Delivery Portal.

Wizard-driven templates for creating Management Console plug-ins. Automated packaging into JAR files.



3rd party Add-on

Configuration

Customization

Future Road-Map

DATA ACCESS AND CONNECTIVITYWeight age


DAC1 General

DAC1.1 Bulk-loading capabilities.

DAC1.2 Multi-threaded read interface.

DAC1.3 Encoded DBMS passwords.

DAC1.4 Temporary table support.

DAC2 Enterprise Applications:

DAC2.1 Oracle Applications,

DAC2.2 PeopleSoft,

DAC2.3 SAP BW,

DAC2.4 SAP R/3,

DAC2.5 Siebel

DAC2.6 Others.

DAC3 Database sources:

DAC3.1 AS400,

DAC3.2 ODBC,

DAC3.3 IBM DB2/UDB,

DAC3.4 Informix,

DAC3.5 Microsoft Access,

DAC3.6 Microsoft Excel,

DAC3.7 Microsoft SQL Server,

DAC3.8 MySQL,

DAC3.9 Netezza,

DAC3.10 DATAIIegro,

DAC3.11 HP NeoView,

DAC3.12 OLE/DB,

DAC3.13 Oracle,

DAC3.14 Sybase,

DAC3.15 Sybase ASIQ,

DAC3.16 SAS

DAC3.17 Teradata

DAC3.18 Others

DAC4 Mainframe data sources (OS/390 and z/OS):

DAC4.1 ADABAS,

DAC4.2 CA-Datacom,

DAC4.3 CA-IDMS, COBOL,

DAC4.4 IBM DB2,

DAC4.5 IMS-DL/I,

DAC4.6 ISAM files,

DAC4.7 Oracle,

DAC4.8 SYSTEM 2000,

DAC4.9 Teradata,

DAC4.10 VSAM (KSDS and ESDS), and other file formats.

DAC5 File formats:

DAC5.1 CSV,

DAC5.2 XLS,

DAC5.3 Access,

DAC5.4 WKS,

DAC5.5 text/flat files,

DAC5.6 XML,

HOMECriteria Code

DAC5.7 COBOL Copybooks,

DAC5.8 FTP

DAC5.9 URL-based sources.

DAC6 Reads and writes data representations such as

DAC6.1 ASCII,

DAC6.2 Binary,

DAC6.3 EBCDIC,

DAC6.4 Hexadecimal

DAC6.5 Octal.

DAC7 Support for Message-Oriented Middleware, including

DAC7.1 WebSphere

DAC7.2 MQ from IBM,

DAC7.3 MSMQ from Microsoft and

DAC7.4 Tibco’s Rendezvous.

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

ENTERPRISE REPORTING TOOL SERVER EVALUATIONWeight age


ER1 Viewer Features

ER1.1 Local printing

ER1.2 Server printing- one can define the printer as part of the report configuration

ER1.3 Export- Export to different formats of files (PDF..)

ER1.4

ER1.5

ER1.6

ER1.7

ER1.8 Advanced search facility – In DHTML

ER1.9 Incremental fetch of data sets (page, group..)

ER1.10 Locking report and column headers

ER1.11 Interactive report viewer

ER1.12 Report Part viewer

ER1.13 Native offline viewer

ER1.14 Freeze parts of report view while scrolling

ER1.15 Report Refreshing

ER1.16 Offline Viewer

ER1.17 Java Viewer Active X viewer

ER2 End-User Features

ER2.1 General

ER2.1.1 Integrated data driven alerting within the web

ER2.1.2 End user customization of web client look and feel

ER2.1.3 Report packages (multiple reports in one package)

ER2.1.4 Collaboration : Threaded discussions

ER2,2 FORMATTING

ER2.2.1 Fixed and conditional format- Toggle conditional formatting

ER2.2.2 Field format (fixed OR conditional)

ER2.2.3 Object formats (example-) like applying format on sub-reports, images..

ER2.2.4 Format on a section

ER2.2.5 Conditional breaks

ER2.2.6 Format templates- Create and modify.. Copy a template and change

ER2,3 GROUPING and SORTING

ER2.3.1 Hierarchical groupings (nested groups)

ER2.3.2 Top N, Bottom N, Top x%, bottom y%

ER2.3.3 Specified grouping (you can create customer groups like Islamic countries)

ER2.3.4 General sorting including groups

ER2.3.5 Custom sorting- placing specific items on top OR bottom

ER3 Microsoft Linkages

HOMECriteria Code

Formats- HTML 3.2/4.0, PDF, Excel, XML, Word, RTF, Text, Report Definition, CSV, Tab and space delimited text and ODBC

Excel reports- Exports to Excel, optionally exporting only data. Some formatting options can’t be exported (multi-column report, page jumps, etc); because it makes no sense to do so. User can choose to export all the page headers and footers.

Filters – Over and above reports viewers, the viewer can place filters on his own reports like-Threshold toggling

Group Navigation – Allows you to move from group (USA to New York kind of grouping)

ER3.1 Import the reports OR pivots created in Microsoft excel OR MS access.

ER3.2 Export the reports in the reporting tool to MS Excel, MS Access.

ER3.3 Embed the reporting objects (like report, report page, dynamic report)

ER4 Report Objects

ER4.1 Graphics: These are various graphical forms, which you embed in a report

ER4.2 Custom formulae

ER4.3 Cross reference

ER4.4 Views

ER4.5 Virtual tables

ER4.6 Pre-defined formulae

ER4.7 formula created in reports server, for reference.

ER4.8 Summarized fields OR aggregation functions

ER4.9 Dynamic parameters

ER4.10

ER4.11 OLE Objects : Can be an excel sheet, image..

ER4.12 Parameters: These can be a global OR local list of parameters.

ER4.13

ER4.14

ER4.15

ER4.16 Alerts- Standard exception highlighting logics

ER5 Load Management

ER5.1

ER5.2 Load Balancing

ER6 Cache Management

ER6.1 Should allow cache to be created by default.

ER6.2 Cache should be able to switch off and on

ER6.3 The frequency of resetting the cache

ER6.4

ER7 Logging

ER7.1 Report server execution log

ER7.2 Trace log for debugging

ER7.3 Performance log

ER7.4 Report generation log

ER8 Report Development

ER8.1 Report Types

ER8.1.1 Drill-Down Reports

ER8.1.2 Reports with Sub-reports

ER8.1.3 Cross–tab reports

ER8.1.4 OLAP Reports

ER8.1.5 Multi-column reports

ER8.2 Explorer

ER8.2.1 Object explorer

ER8.2.2 Report Structure Explorer

ER8.2.3 Reports Repository Explore

Hyperlinks: These are hyperlinks, which point to a certain report OR book mark in a report OR a page in a report

Cascading parameters: Where value of a parameter depends on the value of another parameter

User defined functions: Global functions outside of the pre-defined list within the tool.

Custom functions: These are the functions developed for a report which can be used for other reports

Cluster aware

Provide page by page cache: With this feature, you should be able to get the cache in small increments.

ER8.3 Report Designer

ER8.3.1 Report Preview while designing

ER8.3.2 Usage of global OR local objects

ER8.3.3 Graphical ‘click and drag’ interface: Self-explanatory.

ER8.3.4 Semantic layer for user for report objects especially database fields

ER8.3.5 Global headings (Customer Name for cust_name)

ER8.3.6 Format paste capability

ER8.3.7 Embedded Reports

ER9 Scheduling, delivery and availability

ER9.1

ER9.2 Execute and distribute NOW

ER9.3

ER9.4 Standard schedule templates: A standard scheduling template

ER9.5

ER9.6

ER9.7

ER9.8

ER9.9 Publishing & Scheduling Wizard: Having user-friendly publishing wizard

ER9.10 Linked reports

ER9.11 Report History

ER9.12 Export formats: Should be able to export in PDF, XLS, RTF, Doc

Online Availability: Available, on demand, several instances (historical instances) are kept

Scheduled: Execution at a particular time (Every Monday) OR linked with an event

Delivery channels: Executed reports can be delivered through several channels: MAPI, file, FTP, etc.

Printer Selection: One should be able to define which instance of report can be published to which printer

Dynamic subscriptions: One should be able to subscribe to a report automatically, if it contains the data relevant to the user.

Report Alerts: These are the alerts, which sends a message for a specific report being executed and being available for view.

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

WEB-BASED REPORTING TOOL EVALUATIONWeight age


WBR1 Report management

WBR1.1

WBR1.2

WBR1.3

WBR1.4

WBR1.5

WBR1.6

WBR1.7

WBR1.8

WBR1.9 Manage reports updates in the most flexible way:

WBR1.10 Save report so that it automatically refreshes upon opening.

WBR1.11

WBR1.12

WBR1.13 Set report as read-only (snapshot) to prevent overwriting.

WBR1.14 Schedule periodic report updates using the latest data.

WBR1.15

WBR2 Report interaction

WBR2.1 Filter and rank table and graph data.

WBR2.2 Move data items left or right.

WBR2.3 Rotate an entire crosstab.

WBR2.4 Perform single or compound sorting on displayed data items.

WBR2.5

WBR2.6

WBR2.7 Perform OLAP-specific interactions:

WBR2.8 Drill and expand tables and graphs.

WBR2.9 Support for ragged and unbalanced hierarchies.

WBR2.10 Pivot individual crosstab dimensions.

WBR2.11 Switch dimensions and measures with Data Selection box.

WBR2.12

WBR2.13

WBR2.14

WBR2.15 Prompt dialog to set report parameters.

WBR2.16 Save modifications to an existing report or as a new report.

WBR2.17 Hide data items.

WBR2.18 Role-based report authoring and distribution

WBR2.19

HOMECriteria Code

Organize reports in hierarchical folders for easy navigation and consumption:

Display a list of reports and stored processes, based on report security settings.

Optionally show long report descriptions to facilitate report selection.Edit, move, copy, delete and rename existing reports and folders.

Optionally provide a report description and/or keywords to facilitate fast searches.

Sort list of reports by report attributes, such as name, author or dates.

Search for reports by name, description, keywords or dates last saved.Store reports either in private folders or in shared public folders.

Organize reports in hierarchical folders for easy navigation and consumption.

Embed results for quick viewing upon opening with the option to manually refresh.

Generate reports using programming and Output Delivery System.

Add totals and/or subtotals; calculate percent of total and subtotals.

Navigate quickly between report sections and group levels with a clickable table of contents.

Synchronize report components to display a common drill state or have them remain independent.

Print reports using familiar optional settings such as margins, page orientation, paper size and group value ranges.Export formatted tables and graphs, or simply their data, to Excel.

Create a quick view on data that lets you select a data source and display the default view in one simple step.

WBR3 Create simple reports. The Report Wizard

WBR3.1 Choose data items needed from an information map.

WBR3.2 Define filters, groupings, sorting and formatting rules.

WBR3.3

WBR3.4 Preview report.

WBR4 Create more comprehensive reports

WBR4.1

WBR4.2

WBR4.3

WBR4.4

WBR4.5

WBR4.6

WBR4.7 Define custom calculations, filters and aggregations.

WBR4.8 Link reports

WBR4.9 Add hypertext links on text, tables, graphs and group breaks.

WBR4.10 Add links to other reports or Web pages.

WBR4.11 Use conditional highlighting to define exceptions

WBR4.12 Use conditional highlighting on tables and graphs.

WBR4.13 Change text format and background.

WBR4.14 Add or replace with image or text.

WBR4.15

WBR4.16

WBR4.17 Define custom calculations, filters and aggregations.

WBR4.18

WBR4.19 Offline users can view reports via e-mail.

WBR4.20 Save predefined reports and information with report archiving.

WBR5 Data access

WBR5.1

WBR5.2

WBR5.3

WBR5.4 OLAP Server multidimensional data.

WBR5.5

WBR5.6

WBR5.7

WBR5.8

WBR6 Administration and manageability

Define report layout. Add table, graph, table of contents, footers and headers.

Choose from a gallery of common predefined layouts and custom templates for a quick start, or begin from a blank page and add tables, graphs and text manually.

Define multiple report sections with data from multiple data sources.

Precisely position and size graphs, tables, text, images, etc., with advanced layout capabilities.

Use advanced formatting for all graphs (size, style, decoration, data, legend placement, etc.).

Use advanced formatting for text (font, size, color, alignment, etc.).

Use dynamic text insertion to show information such as report creation date and prompt values as appropriate.

Use a variety of charts: bar/3D bar, pie/3D, line, scatter and more.

Select report data from information maps using familiar business terms.

Share reports with large and diverse audiences through report bursting capabilities.

Its unmatched capabilities access data from virtually any data source:

Relational databases such as Oracle, DB2, SQL Server and Teradata.

ERP systems such as SAP R/3, SAP BW, PeopleSoft, Siebel or Oracle.

It supports open standards such as SQL, MDX, ODBC or OLE DB for data access.Reports can contain and join data from multiple different sources.

Reports can be based on real-time analytical processes and be based on the analytical power of the BI server.

Data access, query and analytical processes can run on any of the major platforms such as Linux, AIX, HP/UX, z/OS, Windows, Solaris, Tru64, OpenVMS.

WBR6.1

WBR6.2

WBR6.3 Set security on individual reports, report folders, etc.

WBR6.4 Define users and grant access to reports.

WBR6.5

WBR6.6 HTTP/HTTPS support for standard and encrypted HTML delivery.

WBR7 128-bit encryption (SSL) to send information securely.

WBR7.1 Report and Application branding.

WBR7.2

WBR7.3

WBR8 Internationalization

WBR8.1

True zero-footprint Web application (only JavaScript and HTML sent to the client) that is easy to deploy and manage.Centralized interface so IT can administrate and set up reporting environment via one interface, the BI Management Console:

Define authentication infrastructure (host, LDAP or Active Directory).

Role support enables IT to define user roles. Depending on their role, users will see different feature sets.

Open architecture based on standard J2EE framework. Platform and application are server-independent.

Interface available in 12 languages: Chinese (Simplified), Danish, English, French (Standard), German, Italian, Japanese, Korean, Polish, Russian, Spanish and Swedish.

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

MS-OFFICE INTEGRATIONWeight age


MS1 Data management

MS1.1MS1.2 Publish Office documents to the metadata repository and portal.

MS1.3

MS1.4MS1.5 Organize results for easy viewing in Microsoft Excel.

MS1.6

MS1.7MS2 General

MS2.1

MS2.2

MS2.3

MS2.4

MS2.5 Graphics results can be delivered directly into Word, Excel or PowerPoint.

MS2.6

MS2.7

MS2.8

MS2.9

HOMECriteria Code

View directly via Excel with a point-and-click query interface any data source that the BI sever can access

Navigate through data sources larger than the 65,536-row application limit of Microsoft Excel, with excel as front end

Reduce the data source being viewed via an intuitive Filter dialog, so users only browse pertinent data.

Refresh imported data automatically (and rerun any queries and apply relevant filters) to ensure the most up-to-date information is available.

Run multiple tasks with different data sources within one worksheet or document.

Add-In for Microsoft Office should be installed as an integrated menu option within Microsoft Word, Excel or PowerPoint, alongside other standard menus such as File, Edit, View, etc.

Users can organize common analytic and reporting tasks via menu options in MS-office.

Pivot Tables can be manipulated to illustrate multidimensional data from various sources.

Results can be delivered as RTF (Rich Text Format) or HTML with Microsoft Word or PowerPoint, or as raw data (CSV) or HTML into Microsoft Excel, for further manipulation with native Office functionality.

users have options to manipulate the appearance and type of graphs used once their results are returned from the server – without reprocessing the graph on the server.

Users can view and modify existing analytic reports offline with native Office functionality and refresh results once online access is obtained.

Excel-based results can be exported directly to Word or PowerPoint from the Add-In toolbar or menu.

Users can control the size of report to be returned. An intuitive prompt is presented whenever the result set is over the size limit that has been specified by the user.

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

ANALYTICS TOOL EVALUATIONWeight age


AN1 Graphical user interface

AN1.1

AN1.2

AN1.3

AN1.4

AN1.5

AN1.6

AN1.7

AN2 Reporting, graphical and analytical tasks

AN2.1

AN2.2

AN2.3

AN2.4

AN2.5

AN2.6 Survival analysis: life table and proportional hazards.

AN2.7

AN2.8

AN2.9 Pareto: Pareto charts.

AN2.10

AN2.11 Table analysis.

AN3 Data management

AN3.1

AN3.2

AN3.3 Provides access to information maps

AN3.4

AN3.5 Join up large number of tables simultaneously.

HOMECriteria Code

Intuitive wizards provide access to BI capabilities from basic reporting to complex analyses.

Each wizard has a wide range of flexible options that are easily adjusted.

Results can be delivered in HTML, RTF, text and/or PDF form. Most results also can be output as data sets for further analysis with other tasks.

Graphs can be created as ActiveX (dynamic or image), Java Applets (dynamic or image),

Gives or JPEGs. ActiveX and Java Applets permit direct interaction with the graph objects without resubmitting requests to the server.

An intuitive process flow diagram facility allows users to organize, view and maintain their projects visually.

Easily extend the range of business problems that can be quickly solved with the development and deployment of custom tasks that appear alongside the core product functionality.

Descriptive reports and analysis: basic listings, summary statistics tables, one-way frequencies tables, correlations tables and graphs, and tabular or graphical distribution analysis.

Graphs: area chart, bar chart, box plot, bubble plot, donut chart, line plot, map graph, pie chart, radar chart, scatter plot, surface plot and contour plot.

Analysis of Variance (ANOVA) predictive models: t-Test, one-way ANOVA, nonparametric one-way ANOVA, linear models and mixed linear models.

Regression models: linear, logistic, nonlinear and Generalized Linear Models.

Multivariate relationship models: cluster analysis, factor analysis, principal components, canonical correlation and discriminate function analysis.

Capability analysis: CDF plots, histograms, P-P plots, probability plots, and Q-Q plots.

Control charts: mean and range, mean and standard deviation, individual measurements, box, p, np, u and c charts.

Forecasting: data transformation, basic forecasting, ARIMA modeling and forecasting, regression analysis with autoregressive errors and regression analysis of panel data.

Visually access any data type supported by the given BI platform and native Windows data types via ODBC, OLE DB, OLE DB for OLAP (specifically SAS OLAP Server, Microsoft Analysis Services and SAP BW), and from MS Exchange mail servers. Accessible local file types include: Microsoft

Word Documents (embeddable in project files to help document your project work), Excel, HTML, Access, Lotus 123, Paradox, .TXT files (fixed width), ASC files (ASCII), TAB delimited files and CSV files (comma delimited).

Powerful, graphical query builder allows users to visually access and manipulate their data without SQL expertise:

AN3.6

AN3.7

AN3.8

AN3.9

AN3.10 Change column order.

AN3.11

AN3.12 Transpose data from long, narrow data to wide, short data, etc.

AN3.13

AN3.14 Perform data subsets using a variety of basic and statistical methods.

AN4 OLAP access, visualization and manipulation

AN4.1

AN4.2

AN4.3

AN4.4

AN4.5 Provides an MDX Viewer/Editor for the more advanced users.

AN4.6

AN5 Result distribution and sharing

AN4.2

AN4.3

AN4.4

AN4.5

AN6 Administration and security

AN4.3

AN4.4

AN4.5 Server security.

Graphically or programmatically subset data to reduce the results to acceptable sizes and to identify the data you require.

Parameterize data to interactively filter the information needed for intelligent decision making.

Organize information for easy viewing with a Select and Sort interface. Users can format existing variables and create new calculated variables.

Visually build calculated variables from a comprehensive list of functions.

Preview generated query code, check the query syntax validity or copy the code for reuse in other applications.

Rank your data in multiple ways: absolute, percentile, decide, quartiles, fractional, normal, Savage.

Supports drilling, slicing and pivoting as needed to explore the information, as well as the ability to drill through to the underlying detailed data.

Calculation support includes: simple calculations, count analysis, relative contribution analysis and custom calculations (e.g., time series analysis).

Specific views on multidimensional information can be saved as bookmarks for easy reuse.

Allows for slices from multidimensional information to be surfaced to other analytical procedures for advanced analysis, including use in data mining procedures.

Able to surface OLAP data sources from OLAP Server or other third-party vendors supporting OLE DB for OLAP (e.g., SAP BW and Microsoft Analysis Services).

Distribute results by publishing to multiple channels, including the BI report/content repository, the Stored Process Server, printers, Microsoft Office documents and e-mail.

Share results in the form of Stored Processes for use in other applications such as Add-In for Microsoft Office, Web Report development Studio or other third-party clients.

Export results to other applications such as Adobe Acrobat, Microsoft Excel, Microsoft Access or Microsoft Word.

Update analyses and results on a periodic basis using the native Windows scheduler.

SAS Enterprise Guide can be deployed and updated automatically via Microsoft SMS services.

SAS Enterprise Guide is fully integrated with Windows/DCOM, database and SAS Metadata

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

PERFORMANCE MANAGEMENT TOOL EVALUATIONWeight age


PM1 User interface and scorecard creation

PM1.1

PM1.2

PM1.3

PM1.4

PM1.5 Wizards drive the creation and maintenance of scorecards.

PM1.6

PM1.7 Parent scorecards indicate underlying problems at the child scorecard level. PM1.8 Set the column order, content and format in any table view.

PM1.9

PM1.10

PM1.11

PM1.12 Enter data manually using a Web browser.

PM1.13

PM2 Comment Manager

PM2.1 Use the Comment Manager to comment on a document.

PM2.2

PM3 Data and metadata management

PM3.1

PM3.2 Maintain consistent metadata between BI solutions with a common data store.

PM3.3

PM4 Dynamic diagrams

PM4.1

PM5 Integration with Microsoft Office

PM5.1

PM6 Security and role-based authorization

PM6.1

PM6.2

HOMECriteria Code

All user interaction is through an easy-to-use, Web-based interface. This includes definition, personalization, monitoring, reporting, data entry, commenting and administration.

Use speedometers or other customized images to signal KPI status. Associate any image to a certain threshold or range value. Users can create any number of threshold ranges.

Drill down and through any element in the interface to investigate problems. The solution links to documents as well, such as reports and spreadsheets.

Alerts can be customized by user. Users themselves can subscribe to receive alerts based on their own personal thresholds.

Users can create, modify and maintain many parameters in bulk, such as formulas, ranges and thresholds.

Display any time period for any metric type (actual, target, status) and choose to display values, colors, range icons or descriptive text.

Choose from different display views, including simple table view, aggregate table view, dashboard graphs, diagrams and element association tables (which show connections between different element types, such as KPI’s, objectives and perspectives).

Use the Formula Editor to connect elements from various projects, scorecards, time periods, element types and elements. Lot of industry-standard formulas are included.

Include hierarchies in user scorecards. Rollups could include geography, function, production system or test system. Copy data between various hierarchies.

Add a comment thread, add attachments to comments and sort comments by author, date or element.

Access data from virtually any source system, including Excel, Oracle, DB2, SAP and legacy systems.

Administer the technology underpinnings of BI applications (i.e. metadata resources) using a centralized management framework.

Create strategy maps and process flows using a diagram editor that reads from and writes to the underlying database dynamically.

Use Microsoft Excel or Word for reporting and analysis from the Performance Management database.

Establish security permissions for specific elements or rows, as well as templates, projects and scorecards.

Assign one or more role to each user. Roles determine which actions a user can take.



3rd party Add-on

Configuration

Customization

Future Road-Map

VISUALIZATION TOOL EVALUATIONWeight age


VZ1 Highly interactive business graphics

VZ1.1 Animated bubble plots show data with sized bubbles that move over time.

VZ1.2 3D scatter plots with categorical and continuous data.

VZ1.3 Scatter plot matrix with categorical and continuous data.

VZ1.4 Trellis plots.

VZ1.5 Summary charts.

VZ1.6 Line plots.

VZ1.7 Needle charts.

VZ2 Visual querying and data filtering

VZ2.1 Handle unlimited data.

VZ2.2 Rearrange data at will.

VZ2.3 Interactive tabulation.

VZ3 Visual analytics

VZ3.1 Interactive simulations and optimization.

VZ3.2 State-of-the-art time series modeling.

VZ3.3 Exploratory and predictive data analysis.

VZ4 Leverage BI platform capabilities

VZ4.1 Analytics.

VZ4.2 Stored services.

VZ4.3 Metadata.

VZ4.4 BI code.

VZ4.5 BI reports and output.

HOMECriteria Code

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

BUSINESS MODELING TOOLS EVALUATIONWeight age


BM1 Central, secure repository for organizing models

BM1.1 Project-based storage of models.

BM1.1.1

BM1.1.1.1 Freeze a version.

BM1.1.1.2 Copy a version.

BM1.1.1.3 Set a default version for the project.

BM1.1.1.4 Champion challenger model promotion.

BM1.1.2

BM1.1.2.1 Training and test tables.

BM1.1.2.2 Score input and output tables.

BM1.1.2.3 Performance tables.

BM1.1.2.4 Project input and output tables.

BM1.1.3 Accounting and audibility:

BM1.1.3.1 Event logging of all major actions.

BM1.1.3.2 User-defined notes.

BM1.1.3.3

BM1.2 Prebuilt templates for registering standard data mining models:

BM1.2.1 Prediction.

BM1.2.2 Segmentation.

BM1.2.3 Classification.

BM1.2.4 User-defined template.

BM1.2.5 GUI or macro model registration.

BM1.3 Import Miner models from Data Mining platforms

BM1.3.1

BM1.3.2 Model inputs required for scoring.

BM1.3.3 Model outputs generated by scoring.

BM1.3.4 Score code including preliminary transformations.

BM1.3.5 Associated scoring tasks.

BM1.3.6 Advanced view of the Enterprise Miner process flow diagram.

BM1.4 Import business models:

BM1.4.1 Training code.

BM1.4.2 Score logic.

BM1.4.3 Estimate tables.

BM1.4.4 Target and input variable.

BM1.5 Repository metadata summary report, such as:

BM1.5.1 Number of models; number of scoring jobs.

BM1.5.2 Model aging profiles.

BM1.5.3

BM1.6 Query the model repository by attributes, such as:

BM1.6.1 Type of algorithm.

BM1.6.2 An input or target variable.

BM1.6.3 Model creator.

BM1.6.4 Model ID.

BM1.6.5 Lifecycle approval user.

BM1.6.6 Combination of query attributes.

BM1.6.7 Ability to add user-defined query keys.

BM1.7 Secure reliable model storage and access administration:

HOMECriteria Code

Set up and maintain separate versions of champion and challenger models within a project:

Map prerequisite data sources used for model reporting and score code testing:

Attach supporting documentation (Microsoft Word documents, Microsoft Excel spreadsheets, HTML files, etc.).

General properties such as model name, type of algorithm, creation date, modification date, etc.

Frequency counts of how often each target and input variable has been used across the model portfolio.

BM1.7.1 Backup and restore capabilities.

BM1.7.2 Overwrite protection.

BM1.7.3 Event logging.

BM1.7.4 User authentication /access privilege administration.

BM2 Validate the scoring logic before exporting models to production

BM2.1 Define test and production score jobs:

BM2.1.1. Map required inputs and outputs.

BM2.1.1. Add pre- and post- business modeling code.

BM2.1.1. View log and results table.

BM2.1.1. Create interactive graphs.

BM2.2 Export models to Metadata Repository.

BM2.3 Production scoring:

BM2.3.1 Mining Results Transformation available in Data Integration Studio.

BM2.3.2 Model Scoring Task available in Enterprise Guide.

BM2.4 Publish model updates to different scoring channels:

BM2.4.1 E-mail notification sent to subscribers.

BM2.4.2 Store results to a file system or post to a corporate intranet.

BM3

BM3.1 Model Performance reports:

BM3.1.1 Programs for summarizing scored data.

BM3.1.2 Variable distribution plots.

BM3.1.3 Characteristic chart.

BM3.1.4 Stability chart.

BM3.1.5 Lift chart.

BM3.1.6 Receiver Operating Curve and Gini charts.

BM3.1.7 Kolmogorov-Smirnov chart.

BM3.2 Model Comparison reports:

BM3.2.1 Model profile report.

BM3.2.2 Delta report.

BM3.2.3 Dynamic lift.

BM3.2.4 Model monitoring report.

BM3.2.5 Ad hoc report editor.

BM4 Overall lifecycle management of analytical models

BM4.1 Model lifecycle templates for collaborative project management:

BM4.1.1 Basic.

BM4.1.2 Standard.

BM4.1.3 Extended.

BM4.1.4 User defined.

BM4.2 Task-oriented milestone completion and approval signoff.

BM4.3 Define start and completion dates.

BM4.4 Progress completion status reports.

Monitoring and reporting on model performance during test and production life cycles

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

INFORMATION PORTAL TOOL EVALUATIONWeight age


IP1 Information delivery

IP1.1

IP1.2

IP1.3

IP2 Search

IP2.1

IP2.2

IP3 Customization and personalization

IP3.1

IP3.2

IP3.3

IP3.4

IP4 Internationalization

IP4.1

IP5 Notification

IP5.1

IP5.2

IP5.3

IP6 Security

IP6.1

IP6.2

IP6.3

IP7 Integration

IP7.1

IP8 Extensibility

IP8.1

IP9 Manageability

HOMECriteria Code

Provides an intuitive zero-client, browser-based user interface.

Allows browsing of repositories to locate applications and Stored Processes.

Renders RSS content sources. Users choose live feeds from lists provided by the administrators.

Search through information and applications in the portal by titles, keywords and descriptions.

Combine various search results into portlets, publish to a channel or bookmark them for later viewing (which places them into a bookmarks portlet) so search results are surfaced in personal workspaces.

Customize the interface on an enterprise level to incorporate company colors and logos.

Point-and-click wizards enable users to create, delete and reorder pages, add and remove content, and modify page layout to self-sufficiently organize content in their personal workspace.

Expand and collapse capabilities let users consume and act on information with fewer clicks.

Multiple themes can be offered in a single implementation. Users choose what best suits their needs.

Interface is translated into many languages, including English, German, Italian, French, Spanish, Polish, Swedish, Russian, Korean, Japanese, Chinese (Simplified) and Chinese (Traditional).

Portal pages contain portlets that are updated upon page refresh, including KPIs going out of range and other items of interest that become available.

Users can point and click to generate e-mail containing password-protected links to portal content.

Alert Notification portlet surfaces personal alerts of completed stored processes.

Fully integrated with the security model of BI platform. Set security and group membership using Management Console.

Assign content and application access based on roles. Programs can add content for specific roles and individual users. Users providing information can easily choose the correct role, which minimizes the risk of sharing sensitive information with unauthorized people.

Allows utilizing 128-bit encryption (SSL) for securely sending information.

Single sign-on capabilities integrate the portal with other Web applications and third-party products.

A rapid portlet development and easy customization of applications.

IP9.1

IP10 Support for open standards

IP10.1

IP10.2

IP10.3

Leverage the common Metadata Architecture to reduce administration work.

J2EE compliant Web application for zero-footprint clients (only JavaScript and Cookie enabled).

WebDAV used for storing and sharing documents as well as for publish and subscribe.

RSS (Rich Site Summary) content sources can be integrated and rendered.

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

FORECASTING TOOL EVALUATIONWeight age


FC1 Time Series Forecasting System

FC1.1 Point-and-click interface for exploring and forecasting time series data.

FC1.2

FC1.3 Mathematically optimized model parameters.

FC1.4 Interactive model development facility for more experienced forecasters.

FC1.5 Graphical display of time series diagnostics tests.

FC1.6

FC1.7 Diagnostic checks on fitted models.

FC1.8 Option to statistically combine multiple forecasts.

FC2 Full range of forecasting and time series methods

FC2.1

FC2.2 Structural time series models or unobserved components models.

FC2.3 Dynamic regression or transfer function models.

FC2.4

FC2.5 Automatic outlier and event detection.

FC2.6 Time series decomposition and seasonal adjustment.

FC2.7

FC3 Econometric analysis

FC3.1 Regression with correction for auto correlated errors.

FC3.2

FC3.3 Multinomial discrete choice analysis.

FC3.4 What-if, Monte Carlo simulation.

FC3.5 Time series cross-sectional analysis.

FC3.6 Qualitative and limited dependent variable models.

FC4 Time series data management and preparation

FC4.1 Conversion of time series from one sampling frequency to another.

FC4.2 Interpolation of missing values.

FC4.3 Aggregation of time-stamped transactional data into time series.

FC4.4 More than 100 time series transformation operations.

FC5 Financial analysis

FC5.1 Interactive analysis system for time-value-of-money analysis.

FC6 Access to virtually any database

FC6.1

FC6.2

FC6.3

HOMECriteria Code

Automatic selection of the most appropriate forecasting model for each time series.

Inclusion of regression variables and unusual events in the forecasting model.

Trend extrapolation; exponential smoothing; Winters method (additive and multiplicative); ARIMA (Box-Jenkins).

Joint forecasting of multiple time series using vector time series analysis and general state-space models.

Spectral and cross-spectral analysis for finding periodicities or cyclical patterns in your data.

Fitting, analyzing and simulation for simultaneous systems of both linear and nonlinear regression models.

Commercial database vendors: FAME, DRI, Standard & Poor’s (COMPUSTAT), Haver Analytics and CRSP.

US government data: Bureau of Economic Analysis, Bureau of Labor Statistics.

International agency data: International Monetary Fund (IMF), Organization for Economic Cooperation and Development (OECD).

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

FINANCIAL REPORTING AND PLANNINGWeight age


FRP1 Dynamic consolidation

FRP1.1 Bi-directional, dynamic, secure link to the common data repository.

FRP1.2 On-demand access to actual and planning data.

FRP2 Accounting logic

FRP2.1

FRP2.2 Manual journal adjustments.

FRP2.3 Balancing rules.

FRP2.4 Allocations.

FRP2.5 Automatic time aggregations (e.g. year-to-date).

FRP2.6 Intercompany eliminations.

FRP2.7 Roll-forward of retained earnings.

FRP2.8 Multiple exchange rate sets.

FRP2.9 Currency translation adjustment for single and multiple accounts.

FRP2.10 Calculated rates such as cost per product and price per gallon.

FRP2.11

FRP2.12 systems or data entry forms.

FRP3 Budgeting and planning

FRP3.1 Rolling forecasts.

FRP3.2 Driver-based, top-down and bottom-up budgeting.

FRP3.3 Enterprise wide collaboration.

FRP3.4 Workflow control.

FRP3.5 Budget-cycle seeding.

FRP3.6 Advanced analytics for intelligent forecasting.

FRP3.7 Supplementary schedules.

FRP3.8 On-demand consolidation for enhanced what-if scenario modeling.

FRP4 Data management

FRP4.1 Common data model for integration with other solutions.

FRP4.2

FRP4.3

FRP5 Information delivery

FRP5.1 Create reports in Microsoft Excel.

FRP5.2 Access shared reports.

FRP5.3

FRP5.4 Manage workflow for individual users.

FRP5.5 Automate data flow, thus minimizing the time users spend gathering data.

HOMECriteria Code

Support for multiple accounting standards and partial ownership consolidations.

Special data dimension that classifies and tracks changes to source data from external

Extraction, transformation and loading from virtually any data source, including ERP systems, RDBMS and Excel.

Validation of data while importing - Financial Management checks for missing dimension values, trial balance debit or credit and intercompany activity that has been tagged for internal and external trading. Automatic generation of error reports when data importing fails.

Publish and subscribe to automatic notifications for key information, such as KPIs.

Assessment


3rd party Add-on

Configuration

Customization

Future Road-Map

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