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C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
November 7 - 9, 2002
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Using Business Intelligence Architecture to Empower Thousands of Employees with Information
Daryl WiseDivision Director
Social Security Administration
Bob LatgisIT Specialist
Division of Information & Integrity Systems
Brio’s Business Intelligence Role
Brio Deployment
Brief Demo
Business Intelligence Architecture
Agenda
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio’s Business Intelligence Role
Brio Deployment
Brief Demo
Business Intelligence Architecture
Agenda
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio’s Business Intelligence Role
Brio Deployment
Brief Demo
Business Intelligence Architecture
Agenda
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio’s Business Intelligence Role
Brio Deployment
Brief Demo
Business Intelligence Architecture
Agenda
C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
7C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Social Security Administration
• Retirement Survivors Insurance (RSI - Title II), Supplemental Security Income (SSI -Title XVI), Earnings, & Enumeration
• An average of 49 million beneficiaries receiving $33 billion a month
• 10 regions; 1300 field offices; 64,000 employees
• Very large volumes of data
8C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Vision
• To provide a Business Intelligence (BI) Architecture across SSA’s programs in support of both tactical and strategic decision making.
9C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Goals & Objectives
• Integrate data for better decision making and integrity review functions
• Less dependent on applications for reporting needs
• More efficient distribution and access to information
10C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Goals & Objectives
• Information based on common values, computations, and definitions
• Standard access method across business functions
• Consistent reporting
• Reduction of fraud and abuse
11C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Business Drivers
• SUMS - SSA’s Unified Measurement System
• MCAS - Managerial Cost Accountability System
• Fraud/Abuse
• QA Modernization
12C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Business Intelligence Solution
Report________________________
Performance Management, Financial AnalysisBalanced Scorecard
Data Mining, Cause & Effect Analysis
Business Modeling & Simulation
Planning, Budgeting & Trend Analysis
OLAP & Spreadsheet Analysis
Operational & Administrative Transactions
Forecasting
Statistical Analysis
Performance Indication
Strategic Analysis
Information Extraction
Data Analysis
Data Collection
Query & Reporting Tools
13C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Business Intelligence (BI) Tools
Data CollectionODS, DW
Operational & Administrative
Transactions
Information ExtractionBrio, WebFOCUS, FOCUS, Cold Fusion
Query & Reporting Tool
Data AnalysisBrio, RepositoryOLAP &
Spreadsheet Analysis
Strategic AnalysisBrio, DWPlanning, Budgeting
& Trend Analysis
Performance Indication
Portal &
Visualization Software
Performance Management,Financial Analysis,Balanced Scorecard
Statistical Analysis
IBM - Intelligent Miner, Brio Data Mining,Cause & Effect Analysis
ForecastingBusiness Modeling & Simulation
14C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
BI Architecture Model
Data Warehouse
Operational Data Stores
Integration Tables
ETL
Data Mart
Data Mart
ReportingTools
OLAP
Web
EMIS
BI Repository
ETL
Current & Future Sources
Sequential
Other Stored Data
Relational
Documents
Data Mining
15C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio Deployment
• Brio Intelligence deployed by customer type– Power User = Explorer (view, analyze, & query)– End User = Insight (view & analyze)– Static User = Freeview (view only)
• Brio Broadcast Server for scheduling requests
• Currently have 2,000 copies of Explorer & 7,000 copies of Insight to be distributed nation-wide
16C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio Used for Validation
• Brio Intelligence is one of our Systems tool to validate the data
• Brio Intelligence provides a huge time savings during our testing phase and provides a more accurate process
17C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio Training Approach
• Training based on a rollout strategy of the various subject areas within the BI Architecture
• Brio Software training provided in-house and to include an understanding of the subject area
• Train the trainer approach
• Produced a custom built Brio manual
• Planning a Computer-Based-Training (CBT) program
18C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio & Employees with Disabilities
• Section 508 (employees with disabilities) requirements mandatory effective June 21, 2001
• A leader in Section 508 compliance, SSA has worked closely with Brio as one of the key drivers to meet the Section 508 requirements
• Interim approach for Section 508 requirements with version 6– Automate the delivery of BQY files in Microsoft Excel
(an alternate output) for the visually and hearing impaired
– Menu item with a standard bqtools.ini file
19C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio & Employees with Disabilities
Interim approach for Section 508
New menu item for Section 508 (bqtools.ini file).
Use the Alt key to export sections to Microsoft Excel.
The Brio section name is used to name each Excel sheet.
20C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio EIS Template & Wrapper Application
• Dynamic Web page of Brio files based on project
• Standard view of Brio files across projects
• Provide links to other Web sites
• Link to the Meta Data repository
• Provide filters and other Brio settings
21C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio Wrapper Application
Project Folders
List of Project Files
Sort by NameSort by Date
Additional Links
22C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio EIS Template BI Repository Icon
Home Icon
Help Icon
Print Icon
Select Icon
Last Saved DateWeb Site Links
Options
Query Date Report Name
Selection Criteria
Radio Buttons for Report Sections
What’s New
Select Criteria
User PreferencesSave File
23C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio & Meta Data Repository
• The meta data repository (Computer Associates product) supports our entire BI Architecture.
• Web based front-end into the meta data repository
• Brio Intelligence easily provides an interface to our repository to display business names, definitions, and other important information
• Brio Intelligence links directly into the meta data repository to get detail information on the Brio file
24C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
BI Meta Data Repository
25C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio & Meta Data Repository
Remarks and other information from the meta data repository
26C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brio & Meta Data Repository
Meta Data Repository Access
27C A S E S T U D I E S—S T R A T E G I E S F O R S U C C E S S
Brief Brio Demo
Social Security Administration
November 7 - 9, 2002