From Strategy to Implementation the

Right Steps to Creating a BI Platform

IDMA 2015 ANNUAL MEETING AND SEMINAR

Agenda

2

• Edgewater Overview

• The Business Problems

• The Strategy– BI Strategy and Requirements

– Empower the Business to Make Decisions on Directions and Needs

– Define the Phases

• The Implementation

• What’s Next

• Questions and Answers

Overview

3

Edgewater Corporate Overview

• Founded in 1992

• Focus on upper-middle and global 2000 markets

• 500+ employees

• 1000+ clients

• 5,300+ projects completed to date

• Large North American footprint– UK presence

• Publicly traded (NASDAQ: EDGW)– Public in 1996 (STAF)

– Reverse IPO in 2000 (EDGW)

• Co-founders still with the Company

4

Edgewater Insurance Competencies

5

PAS

Illustration

Conversion

BI/Data Strategy

Doc Gen

Automated Print

Ecommerce

The Client: Business Problems

6

• It takes too long to get reports

• The reports are inconsistent, so which one

is correct

• The report was right last month, but now it

is wrong

• As the business grows, the reporting can’t

keep up

Strategy Project - Approach

7

• Meet with representative IT, business, and executive stakeholders to capture their high-level business requirements for the enterprise data warehouse;

• Examine the identified source systems, to assess their ability to provide the data needed to meet the defined reporting and analytic needs, and to understand the nature and mechanics of the data collection;

• Meet with representative business stakeholders and other appropriate end-users to capture the detailed requirements for data, reporting and analytics to be supported by this data warehouse.

Enterprise Data Pipeline

8

• Gather Requirements

Data

Cap

ture

Admin

Cust. Care

Finance

Sales

Data

Tra

nsfo

rmati

on Claims

Operational

Financial

Policy

Other

Universal

Data Model

Extraction/

Mapping

Translation

Data

Co

nsu

mp

tio

n Subject Area

Data Marts

Data Cubes

Master

Reference Data

Analytics/

Self Service

Alerts and

Dashboards

Standard Reports

Findings

9

• Continually Evolving Policy Administration System (PAS) - ALIP

• Inability to Produce or Obtain Information Needed Today

• Excessive Turnaround Time for Critical Information

• Inconsistency of Enterprise Terminology

• Manual Reporting Processing and Tools

• Multiple Databases, FTEs, and Costs in Reporting

• Fear of Inability to Scale for the Future

Phase Planning

10

• Define, Prioritize, Schedule, Execute –

Phase-Specific Plans1. Examine each Data Domain

1

2

34

5

62. Position Data Domain within

Enterprise Content Model

3. Assess Scoping & Prioritization Criteria

4. Develop Phase-Specific Data Integration Plan

5. Align with Data Architecture, Overall Program, Governance

6. Schedule &Execute Phase-Specific Plan

Data Supply

Assess & Prioritize

User Demand• Analytic needs

of end-users

• Business priorities

• Data Domains

• From multiple source systems

3-Year Timeline

11

Year 1 Year 2 Year 3

Ongoing Phase Prioritization and Definition

Phase 1 – 7 months

Finance

Correspondence

Operations

Actuarial

Investments/HR

The Implementation

12

• Build an Enterprise Data Warehouse that will serve as:

– an integrated, multi-subject-area repository that will hold the critical information

needed by various stakeholders, decision makers, analysts and sales staff across the

organization;

– a focal point to enable coordination and integrate the definition, collection, processing,

management, analysis, presentation and dissemination of various sources and

formats of data pertaining to numerous functional and subject areas;

– the foundation of an end-to-end architecture that is cost-effective, flexible, scalable,

and meets requirements for security and audit-ability.

• Build a Sales & Marketing Data Mart that will:

– introduce key Sales & Marketing subject areas

– integrate and replace stand-alone Sales & Marketing specific spreadsheets

– introduce key reports and dashboards that can be used as templates for self-service

reporting and analysis

Architecture

13

SQL Server 2008 R2 (SP3)

ALIP

Source System

Extract

ETL System

SQL Server Integration Services 2014

Enterprise Data Warehouse

SQL Server 2014

Dimensional Data

Model

LoadTransform

OLAP Cubes

SQL Server Analysis Services 2014(Multi-Dimensional Model)

Load

Reporting

SQL Server Reporting Services 2014

MDX

What’s Next

14

• Departments– Finance

– Government Affairs

– HR

– Investments

– Operations• New Business

• Underwriting

• Policy Holder Services

• Beneficiary Services

• Actuarial Data Mart and Advanced Analytics

Project InitiationRequirements

QA Test (Test Cases)

User Test

Knowledge Transfer and Deployment

Steering Committee Appropriate SMEs IT Staff

15

Questions?

Thank You!