BiPM Tool Evaluation Home - Execution-MiH ENCYCLOPEDIA

Document Sample
BiPM Tool Evaluation Home - Execution-MiH ENCYCLOPEDIA Powered By Docstoc
					                                                        Execution-MiH BI & Data Management Tool Evaluation H
  This is the SAMPLE KIT. All worksheets are protected and few sample criteria are shown. This sample will provide a
                                       criteria. Please contact practice@executionmih.com for any clarifications.
                                                             Tool Evaluation Kit Navigation
Vendor Evaluation
Profile Evaluation                                 CLICK HERE
Delivery Evaluation                                CLICK HERE
Commercial and Contractual Evaluation              CLICK HERE
Data Management
Data Integration                                   CLICK HERE
Meta Data Management                               CLICK HERE
Master Data Management                             CLICK HERE
Data Quality and Cleansing                         CLICK HERE
Business Intelligence Platform
Extraction Transformation and Loading              CLICK HERE
Data Warehouse Server                              CLICK HERE
BI Development                                     CLICK HERE
Data Access                                        CLICK HERE
H BI & Data Management Tool Evaluation Home- SAMPLE
e criteria are shown. This sample will provide a view of the number and grouping of
 e@executionmih.com for any clarifications.
luation Kit Navigation
           End User Tools
           Enterprise Reporting                                           CLICK HERE
           Analytics                                                      CLICK HERE
           Performance Manager                                            CLICK HERE
           Business Modeling                                              CLICK HERE
           Information Portals                                            CLICK HERE
           Visualization                                                  CLICK HERE
           Web-based Reporting                                            CLICK HERE
           Microsoft Plug-ins                                             CLICK HERE
           Financial Reporting and Planning                               CLICK HERE
            Online Product Description Page                               CLICK HERE
            BiPM Home                                                     CLICK HERE
                             Updates in Version 2.0 (released Sept 1, 2011)

           In-Memory Analytics
           Embedded BI
           Enterprise BI search
           Flexible Management of Multi-Cube
           Additional feature list Related to Semantic Layer
           Additional features list in Account Management in MDM-CDI tools
           Additional features list in Web-Based interactive reporting
           Additional features list in Wizards in Data Integration
           Additional features list in OLAP data explosion management
HOME
                                                                            VENDOR Profile Evaluation Matrix
                                                                                <This template also contains a sample of filled-up matrix. The weight ages,
Heading                           RFP Question                               Documents/Information Needed

    <Evaluation Parameter>        <Example of a question which you can        <The reference documentation and
                                  ask in RFP to gain information for the            information sources>
                                  given parameter>




Company structure
Legal Entity                      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?



Shareholding Pattern              Please provide some information on
                                  Shareholding pattern of your company?




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



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




Management strength
Quality of senior management in   Who are your management team in
COUNTRY and REGION?               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 -      Please Share the total number of
global                           implementations for all your product and
                                 the given product.

Number of implementations -      Please Share the total number of
REGION                           implementations for all your product and
                                 the given product for the given
                                 COUNTRY/REGION.
Implementation record across     How many implementations have been
diverse markets / startups       done for start-ups? Could you provide us
                                 details of clients in REGION/ COUNTRY?




CUSTOMER feedback /              Can you provide any relevant references
references                       whom we can contact - especially from
                                 start-ups
Domain and Overall Expertise

Domain expertise                Could you furnish details about
                                employees with relevant domain
                                experience?




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




Project team experience         Could you furnish Bio-data's of all
                                personnel that could potentially be
                                associated with a project with
                                CUSTOMER?
Project Structure
Project team structure          · 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
Role definition                 · Please clearly indicate the role played
                                by you as well as any alliance /
                                implementation partners involved therein

Project Approach & timeframes

Project approach                · Please provide an overview of the
                                approach you would follow for
                                implementing your solution (from signing
                                of a contract to a ‘go-live’)?
Project timelines              · Please indicate timelines for each stage
                               of your approach
Quality
Process robustness / Quality   · Please detail any quality accreditations
certifications                 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?


Performance warranties         · What other measures do you take to
                               ensure the quality of your service and
                               CUSTOMER relationships?
Governance model
Governance arrangement and     Please propose the governance
structure                      arrangements and structure you would
                               recommend based on your experience of
                               similar work?




Risk
Risk Assessment              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


Partnerships and Alliances
Implementation partner       · 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


Other partners               Please furnish credentials and relevant
                             details of all other alliance partners that
                             could possibly be associated with an
                             implementation at CUSTOMER
ile Evaluation Matrix
ntains 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
                <What can be the ideal      <This is the indicative scoring      <Weight   <VENDOR                        <VENDOR 2
                offering expected from        model, which helps more            age of    1 score out                    score out of 5,
                       VENDOR>                  consistent approach>             paramet   of 5, with 5                   with 5 being
                                                                                 ers>      being the                      the best>
                                                                                           best>


                                                                                 Weight*      Score             Remarks       Score
                                                                                             #DIV/0!                         #DIV/0!
               No impact on costs
                                           1= Cannot contract under
                                           COUNTRY law with COUNTRY
                                           jurisdiction
                                           3= N.A.
                                           5= Can contract under COUNTRY
                                           Law with COUNTRY jurisdiction

               Good quality/respected      1= Private funded and held
               VC, part of a               3= Public company
               multinational,              5= Global Public company
               COUNTRY/Region
               company
               Good financial strength     1= Revenues < $5 mn, not profitable
                                           3= Revenues > 25 mn and < 50 mn
                                           5= Revenues > $ 75 mn



               Proper documentation of     1= No support infrastructure in
               answers                     COUNTRY
                                           3= Support in COUNTRY with
                                           partner
                                           5= Significant direct presence in
                                           COUNTRY
                                                                                             #DIV/0!                         #DIV/0!
               CEO, Head of                1=No senior management involved
               operations/marketing/tech   in COUNTRY markets
               nology having impeccable    3=Some experience in COUNTRY,
               background. Most            senior personnel have reporting
               members of top              relationship for COUNTRY
               management having had       5=Strong senior management team
               significant prior           focused on COUNTRY / REGION
               experience with a top       markets
               quality international
               organization with
               experience in working out
               of COUNTRY
CEO, Head of                   1= 0 years in insurance and
operations/marketing/tech      software industry
nology all having had 5-10     3= 1-5 years in either insurance or
years experience in a top      software industry
quality COUNTRY call           5=5-10 years (considerable)
center operation such as       experience in both insurance &
GE. Possibly also having       software industry
had experience in an
international operation


Organization large enough 1=Total team < 50 people
to have sufficient        3 = 100 - 200 people for INDUSTRY
experience in the         5 = 250+ personnel
market/operational
capability to meet our
needs

                                                                     #DIV/0!   #DIV/0!
NA                             1 = 0 - 10
                               3 = 10 - 50
                               5 = >50
NA                             1=0-2
                               3 = 2 - 20
                               5 = >20

We have done XX                1 - Have done <1 implementations
implementations in             for start-ups in COUNTRY
REGION/ COUNTRY out            3 - Have done 1-2 implementations
of which we have done YY       for start-ups in COUNTRY
for start-up companies?        5 - Have done >2 implementations
                               for start-ups in COUNTRY




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




We can give you the            1 - No CUSTOMER feedback was
following written              provided - written testimonials or
testimonials. You can also     contact of some Customers in
call up these individuals at   COUNTRY and REGION
these times to confirm the     3 - CUSTOMER feedback was
same                           provided - written testimonials or
                               contact of some Customers in
                               COUNTRY and REGION
                               5 - Start-up CUSTOMER feedback
                               from COUNTRY & REGION was
                               provided
                            1 - Were Customers satisfied with
                            one of the 4 areas - package
                            performance, implementation,
                            support, user friendliness of
                            package
                            2 - Were Customers satisfied with
                            two of the 4 areas - package
                            performance, implementation,
                            support, user friendliness of
                            package
                            3 - Were Customers satisfied with
                            three of the 4 areas - package
                            performance, implementation,
                            support, user friendliness of
                            package
                            5 - Were Customers satisfied with
                            all of the 4 areas - package
                            performance, implementation,
                            support, user friendliness of
                            package


                                                                   #DIV/0!   #DIV/0!
Organization large enough   1=Domain experts will be available
to have sufficient          on a need basis
experience in the           3=Domain experts will assist users
market/operational          in defining requirements for
capability to meet our      customization
needs                       5=Domain experts will be jointly
                            responsible along with user lead for
                            all functionality customization
Organization large enough   1=Domain experts will be available
to have sufficient          on a need basis
experience in the           3=Domain experts will assist users
market/operational          in defining requirements for
capability to meet our      customization
needs                       5=Domain experts will be jointly
                            responsible along with user lead for
                            all functionality customization
Project team highly         Depending on responses
experienced and
adequately resourced.

                                                                   #DIV/0!   #DIV/0!




                                                                   #DIV/0!   #DIV/0!
                                                                     #DIV/0!   #DIV/0!
One of ISO, SEI-CMM          1=No accreditation, but emphasis
                             on quality
                             3=Applying for accreditation
                             5=Accreditation for a least one of
                             the 3 internationally recognized
                             quality measures




                                                                     #DIV/0!   #DIV/0!
Project must be run with     1=No distinction between project
clear management             management and governance
structure in place. We       3=References to measuring
suggest that we set up our   success of pilot, steering committee
governance structure in a    etc.
manner that allows you to    5=Clear description governance
best measure the success     structure and examples of
of the project.              experience, evidence that a client
Management structure         problem set is understood and
has clear focus on           project is set up to achieve success
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.




Understanding of roles       1=No description of roles and
and responsibilities         responsibilities
outside of the day-to-day    3=Description of R&R but mainly
management of the pilot.     from a project management point of
                             view
                             5=Clear description of project
                             governance.
- Clear timetable and        1=No mention of how status will be
understanding of purpose     communicated and how success will
of status reporting          be measured
- Understanding of who       3=Description of how
needs what information       communication mechanism without
and when                     clear description of who get what
- Communications plan        information and why
that details how key         5=Detailed information on how
stakeholders are involved    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.


                                                                       0         0
Clearly defined risks and 1=No clear response
recommendations both for 3=Clearly defined risks
the                       5= clearly defined risks and
                          recommendations



                                                                     #DIV/0!   #DIV/0!
No conflicting priorities   5 = No conflicting priorities with the
with the partner,           partner, COUNTRY based
COUNTRY based               resources / implementation
resources /                 partners are with impeccable
implementation partners     credentials if relevant
are with impeccable         3 = Conflicting priorities may exist
credentials if relevant     but may not be severe
                            1 = Strong conflicts
Strong alliances with       5 = Alliances with leading global
global VENDORs for          packages
products such as CRM,       3 = Alliances with some VENDORs
etc                         1 = No alliances in place
VENDOR 2
 Remarks




      Remarks
HOME                                                                             VENDOR Delivery Evaluation Matrix
                                                                                    <This template also contains a sample of filled-up matrix. The weight ages,
Heading                              RFP Question                                Documents/Information Needed

    <Evaluation Parameter>           <Example of a question which you can         <The reference documentation and
                                     ask in RFP to gain information for the             information sources>
                                     given parameter>




Training requirements
                                     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

Detailed scope and schedule of
training




                                     What training material would be available
                                     to CUSTOMER ?



Training material availability and
quality




                                     How do you ensure your training is
                                     effective ?




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



Ongoing training




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




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




Production Support Structure




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




Performance requirements
                               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?
                           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




Future releases
                           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




Conversion effort
                           In your experience, what is the typical
Timeframe and effort for   timeframe and effort required for
conversion                 migrating the existing data to your
                           package ?
                           What conversion approach would you
                           suggest for CUSTOMER(whether pilot
Conversion approach        deployment, parallel run, direct cutover,
                           etc) ?
                     What is the overall ease of conversion in
                     your opinion for an organization such as
                     CUSTOMER ?



Ease of conversion
ery Evaluation Matrix
ntains 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
                <What can be the ideal        <This is the indicative scoring <Weight <VENDOR                              <VENDOR 2
                offering expected from           model, which helps more          age of   1 score out                     score out of 5,
                         VENDOR>                   consistent approach>           paramet of 5, with 5                     with 5 being
                                                                                  ers>     being the                       the best>
                                                                                           best>


                                                                                       Weight*   Score           Remarks       Score

                                                                                                 #DIV/0!                      #DIV/0!
               Comprehensive training        1 = No comprehensive training plan,
               for users as well as          sketchy description of user,
               CUSTOMER IT personnel         application training, etc
               to make them self             3 = Moderate training arrangements,
               sufficient over a period of   good idea of what training needs to
               time. Mechanisms used         be imparted, however no detailed
               include CBTs, class room      scheduled plan
               sessions, do it yourself      5 = Comprehensive training for
               handbooks, etc -              users as well as CUSTOMER IT
               conducted by professional     personnel to make them self
               training resources within     sufficient over a period of time.
               the o                         Training includes user training,
                                             application development training,
                                             Product setup and administration as
                                             well as overview of the package
                                             architecture, etc



               User procedures,              5 = User training material,
               troubleshooting guide,        application development related
               induction packs, etc          training material, package
                                             architecture material, fallback on
                                             line help which is context sensitive
                                             and easy to navigate
                                             3 = Training material but no on line
                                             help
                                             1 = Not clearly defined at this stage


               Regular measurement           5=Regular measurement processes
               processes for training        for training courses and modules to
               courses and modules to        ensure that training is effective, peer
               ensure that training is       to peer reviews, feedback at
               effective, peer to peer       individual levels, specialists for each
               reviews, feedback at          area with prior training experience
               individual levels             3 = Hands on exercises, no clear
                                             measurement process in place,
                                             hand holding by Vendor personnel
                                             whenever required, specialists for
                                             each area to train
                                             1 = No clear measures
Regular ongoing support       5 = Joint team for implementation
arrangement; support          with focus on skills transfer, post
available for new             production support for skills transfer
releases, changes, etc        available
                              3 = Handholding not very focused
                              through out the project
                              1 = Poor handholding mechanism,
                              limited post production support for
                              skills transfer



                                                                         0         0
Comprehensive user and         5 = Comprehensive user and
system documentation          system documentation including
including user manuals,       user manuals, user procedures,
user procedures, training /   training / induction packs,
induction packs,              troubleshooting and maintenance
troubleshooting and           guide, design documentation,
maintenance guide,            overall data model
design documentation,         3 = Most but not all of the above
overall data model            1 = Few of the above



                                                                       #DIV/0!   #DIV/0!
Onsite support at least for   5=Onsite support initially for upto 3
the first 3 months, 24 hour   months, helpdesk support available
helpdesk with pre defined     subsequently with ability to rope in
support levels subsequent     on site as and when required,
to 6 months                   Upgrades for enhancements would
                              also be provided as and when
                              available
                              3=Onsite support available for > 1
                              month, < 3 months, helpdesk
                              available
                              1=Helpdesk not available, online
                              support < 1 month

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




                                                                       #DIV/0!   #DIV/0!
                              5 = Production volumes proven of
                              3mn+, benchmark > 5 mn plus
                              3 = production volume of 1 - 3 mn,
                              benchmark of 3-5 mn
                              1 = production volume < 1 mn,
                              benchmark < 3 mn
Max 3-10 seconds for          5 = 1-2 seconds
most of the queries           3 = 2-4 seconds
                              1 = 4 seconds +
- Batch processes can         5 = Volume independent batch
easily be completed in the   processing time, total proc time < 2
available time windows,      hours, multi threading available
with adequate buffers for    3 = Batch proc time 3 - 5 hours,
problem management and       multi threading available (or 1-2
re runs if required          hours but no multi threading)
                             1 = > 6 hours, no multi threading


                                                                      #DIV/0!   #DIV/0!
                             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 them
                             3=Release program in place,
                             however not a frequent / regular.
                             Retrofitting not as easy
                             1=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 easily
                             3 = Medium experience of migrating
                             customers from one release to the
                             next. Tools partly available
                             1 = 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 specified
                             3 = Next release planned, timeline
                             more or less clear
                             1 = No clarity on next release and its
                             timeline


                                                                      #DIV/0!   #DIV/0!
                             5 = < 6 months
                             3 = 6 - 9 months
                             1 = > 12 months

                             Robust conversion process, defines
                             entire flow and sequence, specifies
                             owners, roles and responsibilities,
                             review mechanisms, etc
5 = Existing platform (Sun Solaris +
Oracle) can be used and hence
conversion is relatively easier.
Standard tools and methodologies
in place for conversion
3 = Part of Existing platform can be
used
1 = Conversion to complete alien
platform and hence need to port
across platforms
VENDOR 2
 Remarks




      Remarks
                METADATA MANAGEMENT TOOL EVALUATION
HOME                                                                                                               Weight age

Criteria Code   Evaluation Parameters                                                                       Core
MM1             Metadata Storage
MM1.1           Metadata storage in multiple- logical and physical servers
                Dependent repositories are able to automatically use the definition and standards of the
MM1.2           central hub.
MM1.3           There are pre-defined metadata types.
                Support for exchange standards (CWM/XML) enables import and export of metadata from
MM1.4           a variety of sources.
                Optional bridges for point-to-point connection for sharing and exchanging metadata with
MM1.5           large number of repository tool vendors.
                Open API to provide access to metadata from a variety of programming environments,
MM1.6           including XML,Java, COM/DCOM.
MM2             Metadata management

                Open frame-work like Java to provide for an open and standardized interface for managing
MM2.1           metadata and resources from a 3rd party consol or Data Management or BI platform.
MM2.2           Metadata Manager to create and to manage metadata repositories,
                Server manager generates run-time visuals based on prototypes and provides easy and
MM2.3           extensible definitions.
MM2.4           Metadata manager to manage resource templates.
                Metadata manager to offer change management interfaces and provides import/export
MM2.5           interfaces.
                Server Manager defines and configures prototypes and definitions of attributes needed for
MM2.6           each type of server
                Metadata access manager enables user Management and Authorization to define and
MM2.7           manages users, groups.
MM3             Manage permissions
                One can create access controls that define, which users can perform which actions on
MM3.1           which metadata resources.
                All the metadata access controls are defined, stored and evaluated through central
MM3.2           authorization management.
                Users can write their own plug-ins to handle specialized or site-specific administrative
MM3.3           tasks.
MM4             Metadata authorization
                Create access controls and associate controls with metadata objects that describe
MM4.1           computing resources.
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
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
         Access data from various data sources- SAS, DB2, Oracle, Teradata, SQL Server and
MM8.1    many other databases.
         Access data across different RDBMS. Join a table from one database to a table in another
MM8.2    database.
MM8.3    Access multidimensional OLAP structures.
MM9      Graphical user interface for drawing data models
         Set up relationships between different RDBMS tables in the information map. Both single-
MM9.1    key and multiple-key relationships are supported.

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

         Define calculated expressions, using either the expression builder or by manually entering
MM10.1   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
MM10.2   other applications.
MM11     Specify allowable options for end users
         Capture allowable aggregations for numeric measures, so business users have the
MM11.1   appropriate information on how to use a data item.
         Generate values for the filter expression by querying the database, supply a predetermined
MM11.2   list of values or allow users to enter the value they want.
         Use settings to restrict sorting or ranking and establish the default format for displaying
MM11.3   data
MM12     Administer information maps
MM12.1   Create, move, rename or delete information maps within a folder tree in the
MM13     Overall Metadata Server.
         Use the “Test Query” facility to see and validate the query code (either SQL or MDX) based
MM13.1   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
MM13.2   data.
MM13.3   Secure information maps or folders containing information maps.
    Weight age                                                           Assessment

Important        Desirable   Meets 'Out of Box'   3rd party Add-on Configuration   Customization Future Road-Map
Not Met   Comments
HOME
                                                      VENDOR Evaluation Commercial and Contractual M
                                                                                    <This template also contains a sample of filled-up matrix. The weight ages,


Heading                            RFP Question                                  Documents/Information Needed



    <Evaluation Parameter>         <Example of a question which you can           <The reference documentation and
                                   ask in RFP to gain information for the               information sources>
                                   given parameter>



Overall
Total Cost of Ownership (L1)

System Implementation Cost

Post Implementation Cost

Licensing & Intellectual Property Rights (IPR)

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




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




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


Billing Structure (L1)
To what extent billing can be      Is it possible for the billing to be phased
tenured in case of front end       so to reduce the front-end load on the
licensing?                         CUSTOMER?
Billing linked to business          Can billing be linked to the business
performance and usage.              performance & success?




Billing Currency                    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 Does the billing linked to business goes
increased usage.                     down per unit with increase in volumes
                                     over the years?




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




Pre-Launch Commercials(L1)

Implementation Pricing and level    Provide the detailed break-up of
of confidence in the estimates      implementation, and basis.

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



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




Post-Implementation
Commercials
Post Implementation SLA for         -What are the Service Level terms for
production support                  ensuring the performance?
Scope of post-implementation      -What are portfolio of services included in
support                           the maintenance support agreement?




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




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




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




General Commercials (L1)
Performance warranties for        What are the performance warranties for
implementation                    system implementation project in terms
                                  quality, cost & timelines




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




Performance warranties for major What are the warranties and transition
upgrades                         commitments for a major upgrade or
                                 architectural change
mmercial and Contractual Matrix
 ntains 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
                 <What can be the ideal         <This is the indicative scoring       <Weight      <VENDOR                   <VENDOR 2
                 offering expected from           model, which helps more             age of       1 score out               score out of 5,
                        VENDOR>                     consistent approach>              paramet      of 5, with 5              with 5 being
                                                                                      ers>         being the                 the best>
                                                                                                   best>
                                                                                          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!

                The license is to the          5=Same as the model answer
                CUSTOMER and its               3= License is limited to majority
                subsidiaries in all the        shareholding subsidiaries in
                geographical locations of      COUNTRY
                their operations               1=License is limited only to
                                               CUSTOMER to operate with in
                                               COUNTRY
                The license is to              5=Same as the model answer
                CUSTOMER and its               3= License is limited to majority
                subsidiaries in all the        shareholding subsidiaries in
                geographical locations of      COUNTRY
                their operations               1=License is limited only to
                                               CUSTOMER to operate with in
                                               COUNTRY
                For all the CUSTOMER           5= Same as model answer
                specific changes done          3= The IPR of changes done by
                with/without the               other VENDOR lie with CUSTOMER
                VENDORs, the IPR stays         1= The IPR of changes done by
                with CUSTOMER                  Other VENDOR or VENDOR does
                                               not lie with CUSTOMER


                                                                                               5     #DIV/0!                    #DIV/0!
                Even if the entire licensing   5= Same as model answer
                fee is charged one time        3= The onetime licensing fee can be
                (and not linked to variable    paid in 3 installments
                fee), it can be paid back in   1= The one time licensing fee has to
                five yearly installments       paid upfront
Billing can be completely     5= Same as model answer
variable linked to business   3= The billing can be made variable
performance indicators        with at least 40% of the project
with minimal guarantees       amount as minimum guarantee
                              1= The billing can be made variable
                              with at least 75% of the projected
                              amount as minimum guarantee



Entire billing can be in      5= Same as model answer
local currency                3= 50% of billing can be in local
                              currency
                              1= None of the billing can be in local
                              currency
After 5 years of system       5= Same as model answer
implementation, the unit      3= The growth rate of licensing fee
cost goes down to have a      is reduced to 50% of the growth rate
flat amount being             of business.
charged, which is equal to    1= No reduction in per unit rate
the 5th year license fee.


The entire system             5= Same as model answer
implementation cost can       3= The pre-implementation billing
be plugged into the           can be tenured but in terms of 5
variable licensing fee        year annual installments.
post-implementation           1= The project cost cannot be
                              tenured
                                                                       10   #DIV/0!   #DIV/0!

There is a 100% level of      5= Same as model answer
confidence in the             3= 80%-90% level of confidence
migration pricing             1= 60%-80% level of confidence
The local resource/3rd        5= Same as model answer
parties will be used to the   3= 10% saving
extent of having 25%          1= No local resources to be used
saving on manpower            and no saving
charges
If there is redundant         5= Same as model answer
infrastructure, it will       3= The VENDOR will do buy-back
bought back by the            bit cannot assure purchase price
VENDOR at the book            OR 50% of the existing
value. Alternatively the      infrastructure can be used
same can be used with         1= The VENDOR will not do a buy-
the new system                back and none of existing
                              infrastructure can be used

                                                                       25   #DIV/0!   #DIV/0!

Service Level terms within    5= Same as model answer
75 percent of the best of     3= With in 50 % of best of breed
breed (BOB) services          service standards
standards in the market       1= Below 50% of best of breed
                              service standards
The support services are       5= Same as model answers
holistic, and all the non-     3= The support services also
development support            include training, and adhoc advisory
services are part of           on new releases
maintenance                    1= The support services are the
                               basic maintenance support in terms
                               of defects and performance
                               management
Given the system and           5= Same as model answer
experience with the other      3= 10% of the overall sizing of the
installations, the             system
fundamental changes in         1= Over 10% of the overall sizing of
the system will be less        the system
that 5% of the overall
sizing of the system




Service Level terms within     5= Same as model answer
75 percent of the best of      3= With in 50 % of best of breed
breed (BOB) services           service standards
standards in the market        1= Below 50% of best of breed
                               service standards


The pricing is same as per     5= Same as model answer
market bench-mark of           3= Pricing is 25% above the BOB
high quality cost-effective    local VENDOR
VENDOR                         1= Pricing is 50% above the BOB
                               local VENDOR


                                                                      10   #DIV/0!   #DIV/0!
The performance                5= Same as the model answer
warranties are backed by       3= The penalties are 50% of the
the penalty clause of 10%      model answer
reduction in the initial       1= No penalties
licensing fee and
implementation cost with
every month delay
With every 10% deviation       5= Same as the model answer
of stability standards as      3= The penalties are 50% of the
defined , there will be        model answer
penalty of 10% on              1= No penalties
licensing and support fee,
on monthly basis


The current version will be    5= Model Answer
supported and upgraded         3= Any major architectural change
for next ten years at least.   will be done bit with the associated
Any major architectural        cost
change will be done as         1= No assurance of road map of the
part of maintenance            system beyond 5 years, and not in a
/support                       position to commit to upgrade
                               commercials
VENDOR 2

Remarks
             DATA INTEGRATION TOOL EVALUATION
HOME                                                                                      Weight age
                                                                                                                   Meets 'Out
Criteria Code Evaluation Parameters                                                Core   Important    Desirable   of Box'

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
               Building and executing data access, transformation and load
DI1.1.4        process flows
DI1.1.5        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.
             Multi-user design environment supports collaboration on large,
DI1.4        enterprise-wide projects.

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.
             Support for unstructured and semi-structured data to parse and
DI2.5        process files.
             Access to static and streaming data for sending and receiving via
DI2.6        Web services.
DI3          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.
             Data cleansing provided in native languages with localizations for
DI.3.3       large range of regions.
DI.3.4       Out-of-the-box standardization rules
DI.3.5       Ability to build customized rules for special situations.
             Metadata built and shared across the entire Data Integration
DI.3.6       Platform to provide an accurate trail of actions.
DI.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
             Monitor ongoing data activities with an interactive GUI designed
DI3.9        specifically for their needs.
             Apply basic or complex rules to validate data according to the
             specific business requirements of a particular process, project or
DI3.10       organization.
          Data quality monitoring. Continuously examine data in real time
          and over time to discover when quality falls below acceptable
DI3.11    limits.

DI3.12    Issues alerts when corrective action is needed for data quality.
DI4       Extraction, transformation and loading (ETL)

          Comprehensive data transformation library with large number of
DI4.1     predefined table and column-level transformations.
          Author your own transformation using wizard for metadata driven
DI4.2     transformations
DI4.3     Transformations to be reusable
DI4.4     Transformation are tracked and registered in metadata.

DI4.5     Publish/Subscribe services for publishing information to archives,
          Publish/Subscribe services for publishing information publishing
DI4.6     channel,
          Publishing through e-mail or various message queuing
DI4.7     middleware.
          Metadata is captured and documented throughout transformation
          and data integration processes Metadata is available for
DI4.8     immediate reuse.
          Transformations can run on all supported platforms with all data
DI4.9     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-
DI4.10    oriented architecture.
DI5       Metadata management
          Sophisticated metadata mapping technologies for quickly
DI5.1     propagating column definitions
DI5.2     from sources to targets
          Metadata mapping technologies to create automated intelligent
DI5.3     table joins.
          Impact analysis for assessing the scope and impact of making
          changes to existing objects such as columns, tables and process
DI5.4     jobs.
DI5.5     Data lineage (reverse impact analysis).
          Multi-user collaboration support includes object check-in and
DI5.6     check-out and DEV/TEST/PROD promotion management.
DI5.7     Wizard-driven metadata import and export.

          Metadata-driven deployment flexibility. Using process metadata,
          process jobs can be deployed for batch execution, as reusable
DI5.8     stored processes and as Web services.
DI6       Migration and synchronizations
DI6.1     Metadata-driven access to sources and targets.
          Extensive library of predefined transformations for migration and
          synchronization that can be extended and shared with other
DI6.2     integration processes.
          Embedded, reusable data quality business rules can clean data as
DI6.3     it is moved.
DI6.4     Ability to migrate or synchronize data between
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
          Optional integrated scheduler allows changes made in one or
          more systems to be propagated on a scheduled basis out to other
DI6.5     systems in a reliable manner.
          Data can be cleansed in real time as it is being moved, replicated
DI6.6     or synchronized.
DI7       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
          Ability to join data across data sources for real-time access and
DI7.2     analysis.
          Instant access to a real-time view of the data using the built-in
DI7.3     data viewer.
          Query optimization is provided both automatically as part of DBMS
DI7.4     requests,
          Query optimization is enabled manually within the advanced SQL
DI7.5     editor,
          Query optimization can be used for both homogenous and
DI7.6     heterogeneous data sources.
                   Assessment
3rd party   Configuratio Customizatio Future Road-
Add-on      n            n            Map          Not Met   Comments
                MASTER DATA MANAGEMENT TOOL EVALUATION
HOME                                                                     Weight age
                                                                                                  Meets 'Out
Criteria Code   Evaluation Parameters                             Core   Important    Desirable   of Box'
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
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
3rd party   Configuratio Customizatio Future Road-
Add-on      n            n            Map          Not Met   Comments
             DATA QUALITY AND CLEANSING TOOLS EVALUATION
HOME                                                                                                           Weight age

Criteria Code 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
             A robust environment analyzes enterprise data to determine nuances,
DQ2.1        discrepancies and inaccuracies in data.
DQ2.2        Provides an easy-to-use interface to determine areas of poor data quality

             Provides an easy-to-use interface and the amount of effort required to rectify them.
DQ2.3        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
DQ2.4        composite element keys)
             Consolidates data from multiple data sources when a complete match is not
DQ2.5        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
DQ2.6        fields.
DQ3          House holding and site identification

             Allows the creation of house holding or site ID based on one or more conditions.
DQ3.1        Customization of parsing, standardization and matching algorithms
DQ3.2        Personalize parsing, matching and standardization algorithms.
             Create or enhance the rules used to parse the parts of the names, addresses, e-
DQ3.3        mail addresses, product codes and other business data.
             Add rules to matching algorithms about which part of a data string weighs the
DQ3.4        heaviest in a match.
             Ability to share the house holding information across multiple data quality products
DQ3.5        or BI platforms
DQ4          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
             Understands the nuances in various languages, including names, addresses,
DQ5.1        organizations and other areas where data parsing is required.
DQ5.2        Employs local knowledge of these data types.
DQ6          Leverages capabilities of Data Integration Platform
             Can be integrated with the data integration and BI platforms for overall integration
DQ6.1        management
             If the data quality solution is part of the BI platform, it should be able to apply data
DQ6.2        quality on the BI database
             Provides an interactive approach to data quality that eliminates duplication of effort
DQ6.3        when creating business rules.
DQ7          Can be integrated with a BI or Analytics platform
             Integrating data quality capabilities within business intelligence solutions creates
DQ7.1        high-impact results, ensuring an acceptable return on investment.
Weight age                                               Assessment
                         Meets 'Out   3rd party   Configuratio Customizatio Future Road-
             Desirable   of Box'      Add-on      n            n            Map          Not Met   Comments
           EXTRACTION TRANSFORMATION AND LOADING TOOL EVALUATION
HOME                                                                                                                    Weight age
Criteria
Code       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:
           Simplified defining of source/target information, extractions, creation of jobs, process flows and
ETL1.5     transformations.
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.
           Support for metadata import and export with the CWM standard and with third-party proprietary
ETL1.8     formats through metadata model bridges.
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
           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,
ETL2.1     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,
ETL2.2     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
ETL2.3     formats.
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.
           Transformation Generator wizard or Java plug-in design templates for creating reusable and
ETL3.2     repeatable transformations that are tracked and registered in metadata.
           Framework for publishing information to archives, a publishing channel, e-mail or various message
ETL3.3     queuing middleware.

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.
           Transformation and data integration processes can be deployed easily as Stored Process or Web
ETL3.6     services for use in other applications or as part of a service-oriented architecture.
ETL4       Ready-to-use table transformations
ETL4.1     Sort, join, split and extract.
ETL4.2     Data quality:
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.
           Table look-ups with configurable error handling: error table/error report, invalid records table, condition
ETL4.6     handling. Error checking, processing and event notification.
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.
           Database-aware loading techniques, including bulk load facilities, index and key creation, drop and
ETL6.3     truncate tables.
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.
           Manage multi-user development environment with check-in/check-out of jobs, related tables and
ETL8.2     objects, and job status viewing.
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.
           Database-aware loading techniques, including bulk load facilities, index and key creation, drop and
ETL8.6     truncate tables.
ETL8.7     Design, create and load OLAP cubes.
Weight age                                               Assessment
                         Meets 'Out   3rd party   Configuratio Customizatio Future Road-
Important    Desirable   of Box'      Add-on      n            n            Map          Not Met   Comments
           OLAP SERVER EVALUATION
HOME                                                                                              Weight age
Criteria
Code       Evaluation Parameters                                                           Core   Important    Desirable

OL1        Powerful, industrial-strength, multidimensional database
OL1.1      Designed to handle large volumes of business intelligence data.
           Supports ROLAP, multidimensional (MOLAP) and hybrid (HOLAP) data
OL1.2      stores.
           Routines enable procedures to query the OLAP Server using SQL Pass-
           Through with reach-through from multidimensional data to the
OL1.3      underlying detailed data.
OL1.4      Native support for open industry standards:
           OLE DB for OLAP (the de facto industry standard for multidimensional
OL1.5      data sources).
           Fully compliant implementation of MDX query language for
OL1.6      communicating with third-party clients.
OL2        Fast, efficient processing of queries
OL2.1      Multithreaded query engine.
           Parallel storage allows data to be spread across multiple-disk systems,
OL2.2      providing parallel-read access for query threads.
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
           A stand-alone cube-building tool, is used to easily define data
OL4.1      measures, dimensions and aggregations.

           OLAP cube building tool to integrate with the ETL tools, to build cubes
OL4.2      from cleansed data sources and load them for later use and updating.

           Wizard facilitates for designing, creating, updating and tuning cubes,
OL4.3      and it to be accessible from either OLAP Cube management tool
OL5        Capabilities for supporting real-world OLAP problems
OL5.1      Allow use of special dimensions
           Time dimensions calculate time-based measures, such as year-to-date
OL5.2      values or opening-period values.
           Ragged and unbalanced hierarchies provide modeling of dimensions
OL5.3      equivalent to real-world structures.
           Parallel drill hierarchies for analyzing along different drill paths within a
OL5.4      single dimension.
OL6        Integrated metadata
           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
OL6.1      entire BI platform.

OL7        Powerful interfaces for server maintenance and monitoring

OL7.1      All maintenance operations are executed using BI management console
           Define OLAP data servers and their configuration parameters, including
OL7.2      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
OL7.3    and performance.
OL8      Data sources

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
         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,
OL9.1    map).
         Change business queries by selecting business items to be displayed
OL9.2    from a side bar.

OL9.3    Slice through multidimensional data using a special slicer dimension.
         Dice multidimensional data by applying filters on any level of a
OL9.4    hierarchy.

OL9.5    Drill up/down through hierarchies or expand/collapse entire levels.
         Explore data following ragged or unbalanced hierarchies that model true
OL9.6    hierarchies as they are experienced in business.
         Obtain detailed information for every cell (drill-through) with the option
OL9.7    to export it to Excel.
         Display and filter on properties associated with members inside the
OL9.8    OLAP data source (member properties).
OL10     Analyze OLAP data
         Rank multidimensional data to identify top performers or losers (ties can
OL10.1   be handled).
OL10.2   Display totals and subtotals on cross tables.
         Add the percentage that a measure contributes to the total or a subtotal
OL10.3   of a table with a single click on a dedicated button.
OL10.4   Calculate new measures and add them to any view.
OL11     ESRI maps
         Use maps from ESRI’s ArcGIS Server to display OLAP data just like
OL11.1   any other view on thedata.
OL11.2   Synchronized drill and display for map and table view.
         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
OL11.3   houses on a road.

OL11.4   Drive the color coding of maps by data from the OLAP data source.
OL12     Conditional highlighting

         Conditional Highlighting provides visual highlighting of information
OL12.1   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
OL12.2   to cell values.
OL13     Save and publish
         Save any view that reveals new business insights in a personal view
OL13.1   called a Data Exploration.
         Share views with colleagues by publishing views to public Data
OL13.2   Explorations.
         Share entire Data Explorations containing multiple views with
OL13.3   colleagues by publishing
OL14     Data Explorations.
OL14.1   Save views as Web Report viewer reports
         Save views as Microsoft Excel spreadsheets or Adobe PDF documents.
OL14.2   Application branding
         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
OL14.3   guidelines.
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
           BUSINESS INTELLIGENCE PLATFORM
HOME                                                                                              Weight age
Criteria
Code       Evaluation Parameters                                                           Core   Important    Desirable
BI1        Portal/dashboard
BI1.1      Provide a zero-footprint, Web-based interface.
           Provide point-and-click wizards to enable users to create, delete and
           reorder pages, add and remove content, and modify page layout to
BI1.2      organize content in their personal workspaces.
           Extend portal capabilities with a comprehensive set of port lets,
BI1.3      extendable to include new portlets created in-house.
           Provide a comprehensive search facility to locate all content types within
BI1.4      the security confines set by IT.

           Display customized graphical or tabular dashboards so that users easily
BI1.5      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
BI1.6      location based on IT security restrictions.

           Link to reports and analytical results from enterprise reporting, Analytics
           tools, Performance Management scorecards and objects, externally
BI1.7      generated data and virtually anything addressable by a URI.
           Provide data to dashboard capabilities in seconds with point-and-click
BI1.8      administration.
BI2        Report viewing
           Provide a zero-footprint, Web-based, interactive reporting interface for the
BI2.1      masses.
           Load, organize, view and save reports based on OLAP cubes and/or
BI2.2      relational data from one or more data sources.

           Provide multidimensional data exploration: drill, rotate, filter, reorganize,
BI2.3      sort, toggle totals, export to various target formats and more.
           Provide relational data exploration: rotate, filter, reorganize, sort, toggle
BI2.4      totals, export to various target formats and more.
           Print reports to PDF or export formatted tables and graphs, or simply data,
BI2.5      to Excel.
           Surface geo-spatial mapping information and the results of geo-spatial
BI2.6      analyses into reports.


BI3        Advanced data exploration

           Provide a zero-footprint, Web-based, interactive interface for advanced
BI3.1      users looking for new views that define answers to questions.
BI3.2      Explore and analyze OLAP cubes.
           Change business queries by selecting business items to be displayed
BI3.3      from a sidebar.
           Slice and dice multidimensional data using a special slicer dimension and
BI3.4      by applying filters on any level of a hierarchy.
BI3.5      Drill up/down through hierarchies or expand/collapse entire levels.
           Explore data following ragged or unbalanced hierarchies that model true
BI3.6      hierarchies as they are experienced in business.
           Obtain detailed information for every cell (drill through) with the option to
BI3.7      export it to Excel.
           Rank multidimensional data to identify top performers or losers (ties can
BI3.8      be handled).
BI3.9      Display totals and subtotals on cross tables.
BI3.10     Calculate new measures and add them to any view.
         Use conditional highlighting to provide visual highlight information inside
BI3.11   tables and graphs depending on conditions defined by the user.
         Use text formatting, cell formatting, text replacement with fixed strings or
BI3.12   images, and displaying of images next to cell values.
         Use maps from ESRI’s ArcGIS Server to display OLAP data just like any
BI3.13   other view on the data.
BI3.14   Synchronize drill and display for map and table view.
         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
BI3.15   on a road.
BI3.16   Drive the color coding of maps by data from the OLAP data source.
         Save views as Web Report viewer reports, Microsoft Excel spreadsheets
         or Adobe PDF documents. Share views with other advanced data
BI3.17   exploration users.
BI4      Microsoft Office integration
         Provide integration with Microsoft Word, Excel and PowerPoint through a
BI4.1    plug-in.
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.
         Refresh the data at the click of a button from any central enterprise data
BI4.5    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
BI4.6    one to the client.
         Use all the capabilities of Excel on the data displayed but have the ability
BI4.7    to always get access to the latest view of information.
BI4.8    Embed BI platform outputs into Word and Excel.
         Deliver results as: RTF (Rich Text Format), HTML with Word, raw data
         (CSV), or HTML into Excel for further manipulation with native Office
BI4.9    functionality.
         Manipulate pivot tables to illustrate multidimensional data from various
BI4.10   sources
         Deliver graphics results directly into Word, Excel or PowerPoint in any of
BI4.11   these formats: ActiveX, GIF, JPEG or PNG.
         Refresh tables and charts automatically to get the latest view of
BI4.12   information, pulling from current data that is centrally maintained.
         Enable distribution of embedded results on demand using native Microsoft
BI4.13   Office functionality.
BI4.14
BI5      Report building and distribution
         Provide a zero-footprint, Web-based, interactive report-building interface
         for report authors. (IT controls who can have access to report-building
BI5.1    capabilities.)
         Build reports based on OLAP cubes and/or relational data from one or
BI5.2    more data sources.
         Build reports that match user skill levels and the requirements of the
BI5.3    information.
         Create a quick view of data that lets you select a data source and display
BI5.4    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
BI5.5    view known as an information map.
         Select predefined filters; set groupings and sorting; override default
BI5.6    formatting.
           Define report layout: add tables, graphs, table of contents, footers and
BI5.7      headers.
BI5.8      Create custom calculations and filters.
           Create more comprehensive reports with powerful layout capabilities for
BI5.9      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,
BI5.10     graphs and text manually.

BI5.11     Define multiple report sections with data from multiple data sources.
           Precisely position and size graphs, tables, text, images, etc., with
BI5.12     advanced layout capabilities.
           Use advanced formatting for all graphs (size, style, decoration, data,
BI5.13     legend placement, etc.).
BI5.14     Use advanced formatting for text (font, size, color, alignment, etc.).
           Use dynamic text insertion to show information such as report creation
BI5.15     date and prompt values as appropriate.
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.
           Share reports with large and diverse audiences through report bursting
BI5.23     capabilities.
BI5.24     Save predefined reports and information with report archiving.
BI6        Query and analysis
           Provide query capabilities for all levels of users across multiple BI
BI6.1      interfaces.
           Provide wizard-driven query capabilities within the user reporting
BI6.2      environment.
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
           Provide a .NET-based native Windows application for programmers,
BI7.1      analysts or more advanced users.

BI7.2      Provide a large number of prebuilt tasks over a wide variety of topics.
           View OLAP cubes BI tool or from other vendors that support OLE DB for
BI7.3      OLAP, and the MDX standard, such as SAP InfoCubes.
BI7.4      Use slices of OLAP cubes for further analysis.
BI7.5      Easily incorporate geo-spatial data into analyses.
           Query and subset data graphically from any accessible source or write
BI7.6      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
BI7.7      maintaining security.
BI8        Business metadata management
           Map physical data structures to business terms in an easy-to-use
BI8.1      interface.
         Access data from virtually any data source including multiple sources at
BI8.2    once.
         Define consistent business views of the data for relational tables and
BI8.3    OLAP cubes.
         Create one business view over disparate database management systems
BI8.4    for a combined set of query attributes.
BI8.5    Combine data from multiple sources.
         Control size of result sets that can be returned to avoid long-running
BI8.6    queries.
         Capture consistent business rules and specify allowable options and
BI8.7    prompts for end users.
BI8.8    Centrally manage metadata.
         Create and manage repositories, control the metadata server, define
         access controls, and register and manage users and groups through a
BI8.9    single interface.
BI9      Business visualization
         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,
BI9.1    line, area bubble, multiple axis and overlay plots.
         Generate static or dynamic interactive (Java or ActiveX) charts and
BI9.2    graphs.

         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
BI9.3    by the BI platform through interfaces or manually.

         Provide highly interactive business graphics, including animated bubble
BI9.4    plots, 3D scatter plots, trellis plots, summary charts and needle charts.
         Visually query and filter data for interactive tabulation and ability to
BI9.5    rearrange data at will.
         Provide visual analytics, including interactive simulations and optimization
BI9.6    and state-of-the-art time series modeling.
BI10     Application development environment
         Includes a comprehensive stand alone development environment
         (including a Java IDE) that provides all required BI components on one
BI10.1   machine for easy development and testing.
         Incorporates all APIs and components for easy reuse in corporate
BI10.2   standard development environments.
         Allows for the easy customization and extension of an organization’s
BI10.3   business intelligence environment.
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
           BUSINESS INTELLIGENCE DEVELOPMENT ENVIRONMENT
HOME                                                                                                    Weight age
Criteria
Code       Evaluation Parameters                                                                 Core   Important
BID1       The convenience development environment
           Everything needed to develop applications on one box that can leverage the
BID1.1     capabilities of a BI platform.
           Develop applications on a local machine, whether you are connected to the network
BID1.2     or not.
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.
           Active Server Pages (ASP), ASP.NET applications, and ActiveX controls that access
BID2.3     a BI server.
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.
           Extensive set of open programming (Java ) components to support rapid
BID3       development
           Information Beans encapsulate access to the informational and analytic power of
BID3.1     SAS servers.
           Transformation Beans consume data from existing data models and transform it into
BID3.2     different representations (HTML, DHTML, WML).
           Foundation services classes serve ready-to-use functionality such as publishing
BID3.3     information or running analytic processes.
           Custom tag library (Java) allows coding using HTML-like tags; no Java code is
BID3.4     needed.
BID4       Integrated Development Environment (IDE)
           Development environment based on industry-leading open source Eclipse platform
BID4.1     for building powerful intelligence applications.
           Intelligent editing: real-time syntax error highlighting and automatic name, method
BID4.2     and key word completion.

BID4.3     Graphical user interfaces and powerful wizards hide complex Java programming.
BID4.4     Source code control system for team-based development.
           Enhanced build support using Jakarta Ant to develop, package and deploy
BID4.5     applications.
BID5       Powerful set of quick-start templates
           Wizard-driven templates for creating portlets. Automated packaging and deployment
BID5.1     into the Information Delivery Portal.
           Wizard-driven templates for creating Management Console plug-ins. Automated
BID5.2     packaging into JAR files.
BID5.3     Set of templates for building Web applications.
Weight age                                               Assessment
                         Meets 'Out   3rd party   Configuratio Customizatio Future Road-
             Desirable   of Box'      Add-on      n            n            Map          Not Met   Comments
           DATA ACCESS AND CONNECTIVITY
HOME                                                                Weight age
Criteria
Code       Evaluation Parameters                             Core   Important    Desirable
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,
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
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
           ENTERPRISE REPORTING TOOL SERVER EVALUATION
HOME                                                                                                Weight age
Criteria
Code       Evaluation Parameters                                                             Core   Important    Desirable
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..)
           Formats- HTML 3.2/4.0, PDF, Excel, XML, Word, RTF, Text, Report
ER1.4      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
ER1.5      headers and footers.
           Filters – Over and above reports viewers, the viewer can place filters on his
ER1.6      own reports like-Threshold toggling
           Group Navigation – Allows you to move from group (USA to New York kind
ER1.7      of grouping)
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%
             Specified grouping (you can create customer groups like Islamic
ER2.3.3      countries)
ER2.3.4      General sorting including groups
ER2.3.5      Custom sorting- placing specific items on top OR bottom
ER3        Microsoft Linkages
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
          Hyperlinks: These are hyperlinks, which point to a certain report OR book
ER4.10    mark in a report OR a page in a report
ER4.11    OLE Objects : Can be an excel sheet, image..
ER4.12    Parameters: These can be a global OR local list of parameters.
          Cascading parameters: Where value of a parameter depends on the value
ER4.13    of another parameter
          User defined functions: Global functions outside of the pre-defined list within
ER4.14    the tool.
          Custom functions: These are the functions developed for a report which can
ER4.15    be used for other reports
ER4.16    Alerts- Standard exception highlighting logics
ER5       Load Management
ER5.1     Cluster aware
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
          Provide page by page cache: With this feature, you should be able to get the
ER6.4     cache in small increments.
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
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
          Online Availability: Available, on demand, several instances (historical
ER9.1     instances) are kept
ER9.2     Execute and distribute NOW
          Scheduled: Execution at a particular time (Every Monday) OR linked with an
ER9.3     event
ER9.4     Standard schedule templates: A standard scheduling template
          Delivery channels: Executed reports can be delivered through several
ER9.5     channels: MAPI, file, FTP, etc.
          Printer Selection: One should be able to define which instance of report can
ER9.6     be published to which printer
          Dynamic subscriptions: One should be able to subscribe to a report
ER9.7     automatically, if it contains the data relevant to the user.
          Report Alerts: These are the alerts, which sends a message for a specific
ER9.8     report being executed and being available for view.

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
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
           WEB-BASED REPORTING TOOL EVALUATION
HOME                                                                                           Weight age
Criteria
Code       Evaluation Parameters                                                        Core   Important    Desirable
WBR1       Report management
           Organize reports in hierarchical folders for easy navigation and
WBR1.1     consumption:
           Display a list of reports and stored processes, based on report security
WBR1.2     settings.

WBR1.3     Optionally show long report descriptions to facilitate report selection.
WBR1.4     Edit, move, copy, delete and rename existing reports and folders.
           Optionally provide a report description and/or keywords to facilitate fast
WBR1.5     searches.

WBR1.6     Sort list of reports by report attributes, such as name, author or dates.

WBR1.7     Search for reports by name, description, keywords or dates last saved.
WBR1.8     Store reports either in private folders or in shared public folders.
WBR1.9     Manage reports updates in the most flexible way:
WBR1.10    Save report so that it automatically refreshes upon opening.
           Organize reports in hierarchical folders for easy navigation and
WBR1.11    consumption.
           Embed results for quick viewing upon opening with the option to
WBR1.12    manually refresh.
WBR1.13    Set report as read-only (snapshot) to prevent overwriting.
WBR1.14    Schedule periodic report updates using the latest data.

WBR1.15    Generate reports using programming and Output Delivery System.
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     Add totals and/or subtotals; calculate percent of total and subtotals.
           Navigate quickly between report sections and group levels with a
WBR2.6     clickable table of contents.
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.
           Synchronize report components to display a common drill state or have
WBR2.12    them remain independent.
           Print reports using familiar optional settings such as margins, page
WBR2.13    orientation, paper size and group value ranges.
WBR2.14    Export formatted tables and graphs, or simply their data, to Excel.
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
           Create a quick view on data that lets you select a data source and
WBR2.19    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.
          Define report layout. Add table, graph, table of contents, footers and
WBR3.3    headers.
WBR3.4    Preview report.
WBR4      Create more comprehensive 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,
WBR4.1    graphs and text manually.

WBR4.2    Define multiple report sections with data from multiple data sources.
          Precisely position and size graphs, tables, text, images, etc., with
WBR4.3    advanced layout capabilities.
          Use advanced formatting for all graphs (size, style, decoration, data,
WBR4.4    legend placement, etc.).

WBR4.5    Use advanced formatting for text (font, size, color, alignment, etc.).
          Use dynamic text insertion to show information such as report creation
WBR4.6    date and prompt values as appropriate.
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   Use a variety of charts: bar/3D bar, pie/3D, line, scatter and more.

WBR4.16   Select report data from information maps using familiar business terms.
WBR4.17   Define custom calculations, filters and aggregations.
          Share reports with large and diverse audiences through report bursting
WBR4.18   capabilities.
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    Its unmatched capabilities access data from virtually any data source:

WBR5.2    Relational databases such as Oracle, DB2, SQL Server and Teradata.

WBR5.3    ERP systems such as SAP R/3, SAP BW, PeopleSoft, Siebel or Oracle.
WBR5.4    OLAP Server multidimensional data.
          It supports open standards such as SQL, MDX, ODBC or OLE DB for
WBR5.5    data access.
WBR5.6    Reports can contain and join data from multiple different sources.
          Reports can be based on real-time analytical processes and be based
WBR5.7    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,
WBR5.8    Tru64, OpenVMS.
WBR6      Administration and manageability
          True zero-footprint Web application (only JavaScript and HTML sent to
WBR6.1    the client) that is easy to deploy and manage.
         Centralized interface so IT can administrate and set up reporting
WBR6.2   environment via one interface, the BI Management Console:
WBR6.3   Set security on individual reports, report folders, etc.
WBR6.4   Define users and grant access to reports.

WBR6.5   Define authentication infrastructure (host, LDAP or Active Directory).
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.
         Role support enables IT to define user roles. Depending on their role,
WBR7.2   users will see different feature sets.
         Open architecture based on standard J2EE framework. Platform and
WBR7.3   application are server-independent.
WBR8     Internationalization
         Interface available in 12 languages: Chinese (Simplified), Danish,
         English, French (Standard), German, Italian, Japanese, Korean, Polish,
WBR8.1   Russian, Spanish and Swedish.
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
             MS-OFFICE INTEGRATION
HOME                                                                                                 Weight age

Criteria Code Evaluation Parameters                                                           Core   Important    Desirable
MS1          Data management
             View directly via Excel with a point-and-click query interface any data source
MS1.1        that the BI sever can access
MS1.2        Publish Office documents to the metadata repository and portal.
             Navigate through data sources larger than the 65,536-row application limit of
MS1.3        Microsoft Excel, with excel as front end
             Reduce the data source being viewed via an intuitive Filter dialog, so users
MS1.4        only browse pertinent data.
MS1.5        Organize results for easy viewing in Microsoft Excel.

             Refresh imported data automatically (and rerun any queries and apply
MS1.6        relevant filters) to ensure the most up-to-date information is available.
             Run multiple tasks with different data sources within one worksheet or
MS1.7        document.
MS2          General
             Add-In for Microsoft Office should be installed as an integrated menu option
             within Microsoft Word, Excel or PowerPoint, alongside other standard
MS2.1        menus such as File, Edit, View, etc.
             Users can organize common analytic and reporting tasks via menu options
MS2.2        in MS-office.
             Pivot Tables can be manipulated to illustrate multidimensional data from
MS2.3        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
MS2.4        further manipulation with native Office functionality.

MS2.5        Graphics results can be delivered directly into Word, Excel or PowerPoint.
             users have options to manipulate the appearance and type of graphs used
             once their results are returned from the server – without reprocessing the
MS2.6        graph on the server.

             Users can view and modify existing analytic reports offline with native Office
MS2.7        functionality and refresh results once online access is obtained.
             Excel-based results can be exported directly to Word or PowerPoint from
MS2.8        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
MS2.9        specified by the user.
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
           ANALYTICS TOOL EVALUATION
HOME                                                                                                  Weight age
Criteria
Code       Evaluation Parameters                                                               Core   Important    Desirable
AN1        Graphical user interface
           Intuitive wizards provide access to BI capabilities from basic reporting to
AN1.1      complex analyses.

AN1.2      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
AN1.3      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
AN1.4      or image),
           Gives or JPEGs. ActiveX and Java Applets permit direct interaction with the
AN1.5      graph objects without resubmitting requests to the server.
           An intuitive process flow diagram facility allows users to organize, view and
AN1.6      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
AN1.7      core product functionality.
AN2        Reporting, graphical and analytical tasks
           Descriptive reports and analysis: basic listings, summary statistics tables, one-
           way frequencies tables, correlations tables and graphs, and tabular or
AN2.1      graphical distribution analysis.

           Graphs: area chart, bar chart, box plot, bubble plot, donut chart, line plot, map
AN2.2      graph, pie chart, radar chart, scatter plot, surface plot and contour plot.

           Analysis of Variance (ANOVA) predictive models: t-Test, one-way ANOVA,
AN2.3      nonparametric one-way ANOVA, linear models and mixed linear models.

AN2.4      Regression models: linear, logistic, nonlinear and Generalized Linear Models.

           Multivariate relationship models: cluster analysis, factor analysis, principal
AN2.5      components, canonical correlation and discriminate function analysis.
AN2.6      Survival analysis: life table and proportional hazards.
           Capability analysis: CDF plots, histograms, P-P plots, probability plots, and Q-
AN2.7      Q plots.
           Control charts: mean and range, mean and standard deviation, individual
AN2.8      measurements, box, p, np, u and c charts.
AN2.9      Pareto: Pareto charts.
           Forecasting: data transformation, basic forecasting, ARIMA modeling and
           forecasting, regression analysis with autoregressive errors and regression
AN2.10     analysis of panel data.
AN2.11     Table analysis.
AN3        Data management

           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
AN3.1      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
AN3.2      files (ASCII), TAB delimited files and CSV files (comma delimited).
AN3.3      Provides access to information maps
         Powerful, graphical query builder allows users to visually access and
AN3.4    manipulate their data without SQL expertise:
AN3.5    Join up large number of tables simultaneously.
         Graphically or programmatically subset data to reduce the results to
AN3.6    acceptable sizes and to identify the data you require.
         Parameterize data to interactively filter the information needed for intelligent
AN3.7    decision making.

         Organize information for easy viewing with a Select and Sort interface. Users
AN3.8    can format existing variables and create new calculated variables.

AN3.9    Visually build calculated variables from a comprehensive list of functions.
AN3.10   Change column order.
         Preview generated query code, check the query syntax validity or copy the
AN3.11   code for reuse in other applications.
AN3.12   Transpose data from long, narrow data to wide, short data, etc.
         Rank your data in multiple ways: absolute, percentile, decide, quartiles,
AN3.13   fractional, normal, Savage.
AN3.14   Perform data subsets using a variety of basic and statistical methods.
AN4      OLAP access, visualization and manipulation

         Supports drilling, slicing and pivoting as needed to explore the information, as
AN4.1    well as the ability to drill through to the underlying detailed data.

         Calculation support includes: simple calculations, count analysis, relative
AN4.2    contribution analysis and custom calculations (e.g., time series analysis).
         Specific views on multidimensional information can be saved as bookmarks for
AN4.3    easy reuse.
         Allows for slices from multidimensional information to be surfaced to other
         analytical procedures for advanced analysis, including use in data mining
AN4.4    procedures.
AN4.5    Provides an MDX Viewer/Editor for the more advanced users.
         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
AN4.6    Services).
AN5      Result distribution and sharing
         Distribute results by publishing to multiple channels, including the BI
         report/content repository, the Stored Process Server, printers, Microsoft Office
AN4.2    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
AN4.3    third-party clients.
         Export results to other applications such as Adobe Acrobat, Microsoft Excel,
AN4.4    Microsoft Access or Microsoft Word.
         Update analyses and results on a periodic basis using the native Windows
AN4.5    scheduler.
AN6      Administration and security
         SAS Enterprise Guide can be deployed and updated automatically via
AN4.3    Microsoft SMS services.
         SAS Enterprise Guide is fully integrated with Windows/DCOM, database and
AN4.4    SAS Metadata
AN4.5    Server security.
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
           PERFORMANCE MANAGEMENT TOOL EVALUATION
HOME                                                                                                             Weight age
Criteria
Code       Evaluation Parameters                                                                          Core   Important
PM1        User interface and scorecard creation
           All user interaction is through an easy-to-use, Web-based interface. This includes
           definition, personalization, monitoring, reporting, data entry, commenting and
PM1.1      administration.

           Use speedometers or other customized images to signal KPI status. Associate any image
PM1.2      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
PM1.3      links to documents as well, such as reports and spreadsheets.
           Alerts can be customized by user. Users themselves can subscribe to receive alerts based
PM1.4      on their own personal thresholds.
PM1.5      Wizards drive the creation and maintenance of scorecards.
           Users can create, modify and maintain many parameters in bulk, such as formulas, ranges
PM1.6      and thresholds.
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.
           Display any time period for any metric type (actual, target, status) and choose to display
PM1.9      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
PM1.10     between different element types, such as KPI’s, objectives and perspectives).

           Use the Formula Editor to connect elements from various projects, scorecards, time
PM1.11     periods, element types and elements. Lot of industry-standard formulas are included.
PM1.12     Enter data manually using a Web browser.
           Include hierarchies in user scorecards. Rollups could include geography, function,
PM1.13     production system or test system. Copy data between various hierarchies.
PM2        Comment Manager
PM2.1      Use the Comment Manager to comment on a document.
           Add a comment thread, add attachments to comments and sort comments by author, date
PM2.2      or element.
PM3        Data and metadata management
           Access data from virtually any source system, including Excel, Oracle, DB2, SAP and
PM3.1      legacy systems.
PM3.2      Maintain consistent metadata between BI solutions with a common data store.
           Administer the technology underpinnings of BI applications (i.e. metadata resources) using
PM3.3      a centralized management framework.
PM4        Dynamic diagrams
           Create strategy maps and process flows using a diagram editor that reads from and writes
PM4.1      to the underlying database dynamically.
PM5        Integration with Microsoft Office
           Use Microsoft Excel or Word for reporting and analysis from the Performance Management
PM5.1      database.
PM6        Security and role-based authorization
           Establish security permissions for specific elements or rows, as well as templates, projects
PM6.1      and scorecards.

PM6.2      Assign one or more role to each user. Roles determine which actions a user can take.
Weight age                                              Assessment
                         Meets 'Out   3rd party   Configuratio Customizati Future Road-
             Desirable   of Box'      Add-on      n            on          Map          Not Met   Comments
             VISUALIZATION TOOL EVALUATION
HOME                                                                                            Weight age

Criteria Code Evaluation Parameters                                                      Core   Important    Desirable
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.
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
            BUSINESS MODELING TOOLS EVALUATION
HOME                                                                                            Weight age
Criteria
Code        Evaluation Parameters                                                        Core   Important    Desirable
BM1         Central, secure repository for organizing models
BM1.1       Project-based storage of models.
            Set up and maintain separate versions of champion and challenger models
BM1.1.1     within a project:
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.
            Map prerequisite data sources used for model reporting and score code
BM1.1.2     testing:
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.
            Attach supporting documentation (Microsoft Word documents, Microsoft Excel
BM1.1.3.3   spreadsheets, HTML files, etc.).
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
            General properties such as model name, type of algorithm, creation date,
BM1.3.1     modification date, etc.
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.
            Frequency counts of how often each target and input variable has been used
BM1.5.3     across the model portfolio.
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:
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.
           Monitoring and reporting on model performance during test and
BM3        production life cycles
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.
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
           INFORMATION PORTAL TOOL EVALUATION
HOME                                                                                        Weight age
Criteria                                                                                                             Meets 'Out
Code       Evaluation Parameters                                                     Core   Important    Desirable   of Box'
IP1        Information delivery

IP1.1      Provides an intuitive zero-client, browser-based user interface.
           Allows browsing of repositories to locate applications and Stored
IP1.2      Processes.
           Renders RSS content sources. Users choose live feeds from lists
IP1.3      provided by the administrators.
IP2        Search
           Search through information and applications in the portal by titles,
IP2.1      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
IP2.2      workspaces.
IP3        Customization and personalization
           Customize the interface on an enterprise level to incorporate
IP3.1      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-
IP3.2      sufficiently organize content in their personal workspace.
           Expand and collapse capabilities let users consume and act on
IP3.3      information with fewer clicks.
           Multiple themes can be offered in a single implementation. Users
IP3.4      choose what best suits their needs.
IP4        Internationalization

           Interface is translated into many languages, including English,
           German, Italian, French, Spanish, Polish, Swedish, Russian, Korean,
IP4.1      Japanese, Chinese (Simplified) and Chinese (Traditional).
IP5        Notification
           Portal pages contain portlets that are updated upon page refresh,
           including KPIs going out of range and other items of interest that
IP5.1      become available.
           Users can point and click to generate e-mail containing password-
IP5.2      protected links to portal content.
           Alert Notification portlet surfaces personal alerts of completed stored
IP5.3      processes.
IP6        Security
           Fully integrated with the security model of BI platform. Set security
IP6.1      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
IP6.2      risk of sharing sensitive information with unauthorized people.
           Allows utilizing 128-bit encryption (SSL) for securely sending
IP6.3      information.
IP7        Integration
           Single sign-on capabilities integrate the portal with other Web
IP7.1      applications and third-party products.
IP8        Extensibility

IP8.1      A rapid portlet development and easy customization of applications.
IP9      Manageability
         Leverage the common Metadata Architecture to reduce
IP9.1    administration work.
IP10     Support for open standards
         J2EE compliant Web application for zero-footprint clients (only
IP10.1   JavaScript and Cookie enabled).
         WebDAV used for storing and sharing documents as well as for
IP10.2   publish and subscribe.
         RSS (Rich Site Summary) content sources can be integrated and
IP10.3   rendered.
                   Assessment
3rd party   Configuratio Customizatio Future Road-
Add-on      n            n            Map          Not Met   Comments
           FORECASTING TOOL EVALUATION
HOME                                                                                           Weight age
Criteria
Code       Evaluation Parameters                                                        Core   Important    Desirable
FC1        Time Series Forecasting System

FC1.1      Point-and-click interface for exploring and forecasting time series data.
           Automatic selection of the most appropriate forecasting model for each
FC1.2      time series.
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.
           Inclusion of regression variables and unusual events in the forecasting
FC1.6      model.
FC1.7      Diagnostic checks on fitted models.
FC1.8      Option to statistically combine multiple forecasts.
FC2        Full range of forecasting and time series methods
           Trend extrapolation; exponential smoothing; Winters method (additive
FC2.1      and multiplicative); ARIMA (Box-Jenkins).

FC2.2      Structural time series models or unobserved components models.
FC2.3      Dynamic regression or transfer function models.
           Joint forecasting of multiple time series using vector time series
FC2.4      analysis and general state-space models.
FC2.5      Automatic outlier and event detection.
FC2.6      Time series decomposition and seasonal adjustment.
           Spectral and cross-spectral analysis for finding periodicities or cyclical
FC2.7      patterns in your data.
FC3        Econometric analysis
FC3.1      Regression with correction for auto correlated errors.
           Fitting, analyzing and simulation for simultaneous systems of both linear
FC3.2      and nonlinear regression models.
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
           Commercial database vendors: FAME, DRI, Standard & Poor’s
FC6.1      (COMPUSTAT), Haver Analytics and CRSP.
           US government data: Bureau of Economic Analysis, Bureau of Labor
FC6.2      Statistics.

           International agency data: International Monetary Fund (IMF),
FC6.3      Organization for Economic Cooperation and Development (OECD).
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments
           FINANCIAL REPORTING AND PLANNING
HOME                                                                                           Weight age
Criteria
Code       Evaluation Parameters                                                        Core   Important    Desirable
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
           Support for multiple accounting standards and partial ownership
FRP2.1     consolidations.
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.
           Special data dimension that classifies and tracks changes to source data
FRP2.11    from external
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.
           Extraction, transformation and loading from virtually any data source,
FRP4.2     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
FRP4.3     generation of error reports when data importing fails.
FRP5       Information delivery
FRP5.1     Create reports in Microsoft Excel.
FRP5.2     Access shared reports.
           Publish and subscribe to automatic notifications for key information, such
FRP5.3     as KPIs.
FRP5.4     Manage workflow for individual users.

FRP5.5     Automate data flow, thus minimizing the time users spend gathering data.
                                Assessment
Meets 'Out   3rd party   Configuratio Customizatio Future Road-
of Box'      Add-on      n            n            Map          Not Met   Comments

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:24
posted:5/15/2012
language:English
pages:118
fanzhongqing fanzhongqing http://
About