Business Intelligence Tool Evaluation Sample

Execution-MiH BI & Data Management Tool Evaluation H
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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
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Heading <Evaluation Parameter> RFP Question <Example of a question which you can ask in RFP to gain information for the given parameter>
VENDOR Profile Evaluation Matrix

<The reference documentation and information sources>
<This template also contains a sample of filled-up matrix. The weight ages, Documents/Information Needed
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 COUNTRY and REGION?
Who are your management team in COUNTRY & REGION (including executive and non-executive directors)?
Experience of Management
What relevant experience can they offer?
Size of INDUSTRY solution team What is the size of your INDUSTRY solution team in COUNTRY/ REGION and globally?
Credentials of product and the organization Number of implementations global Number of implementations REGION
Please Share the total number of implementations for all your product and the given product. Please Share the total number of implementations for all your product and the given product for the given COUNTRY/REGION. How many implementations have been done for start-ups? Could you provide us details of clients in REGION/ COUNTRY?
Implementation record across diverse markets / startups
CUSTOMER feedback / references
Can you provide any relevant 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? What is the typical project team structure deployed by you? Please indicate clearly the level of involvement of different levels in the project structure and whether they would be available on site or offsite Please clearly indicate the role played by you as well as any alliance / implementation partners involved therein
Project Structure Project team structure
Role definition
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 Quality Process robustness / Quality certifications
Please indicate timelines for each stage of your approach Please detail any quality accreditations that your company holds. e.g. International Organization for Standardization (ISO), SEI -CMM level? What other measures do you take to ensure the quality of your service and CUSTOMER relationships? What other measures do you take to ensure the quality of your service and CUSTOMER relationships? Please propose the governance arrangements and structure you would recommend based on your experience of similar work?
Performance warranties
Governance model Governance arrangement and structure
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 Please furnish credentials and relevant details of all other alliance partners that could possibly be associated with an implementation at CUSTOMER
Other partners
ile Evaluation Matrix

VENDOR 1 Remarks VENDOR 2 Score <VENDOR 2 score out of 5, with 5 being the best> <What can be the ideal offering expected from VENDOR> <This is the indicative scoring model, which helps more consistent approach> <Weight age of paramet ers> <VENDOR 1 score out of 5, with 5 being the best>
ntains a sample of filled-up matrix. The weight ages, scores and remarks part of an example> Model Answers Rating Weight Score
Weight* 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 VC, part of a multinational, COUNTRY/Region company Good financial strength 1= Private funded and held 3= Public company 5= Global Public company
Score #DIV/0!
Remarks
Score #DIV/0!
1= Revenues < $5 mn, not profitable 3= Revenues > 25 mn and < 50 mn 5= Revenues > $ 75 mn
Proper documentation of answers
1= No support infrastructure in COUNTRY 3= Support in COUNTRY with partner 5= Significant direct presence in COUNTRY #DIV/0! #DIV/0! 1=No senior management involved in COUNTRY markets 3=Some experience in COUNTRY, senior personnel have reporting relationship for COUNTRY 5=Strong senior management team focused on COUNTRY / REGION markets
CEO, Head of operations/marketing/tech nology having impeccable background. Most members of top management having had significant prior experience with a top quality international organization with experience in working out of COUNTRY
CEO, Head of operations/marketing/tech nology all having had 5-10 years experience in a top quality COUNTRY call center operation such as GE. Possibly also having had experience in an international operation
1= 0 years in insurance and software industry 3= 1-5 years in either insurance or software industry 5=5-10 years (considerable) experience in both insurance & software industry
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! NA 1 = 0 - 10 3 = 10 - 50 5 = >50 1=0-2 3 = 2 - 20 5 = >20 1 - Have done <1 implementations for start-ups in COUNTRY 3 - Have done 1-2 implementations for start-ups in COUNTRY 5 - Have done >2 implementations for start-ups in COUNTRY #DIV/0!
NA
We have done XX implementations in REGION/ COUNTRY out of which we have done YY for start-up companies?
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 following written testimonials. You can also call up these individuals at these times to confirm the same
1 - No CUSTOMER feedback was provided - written testimonials or contact of some Customers in COUNTRY and REGION 3 - CUSTOMER feedback was 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! Organization large enough to have sufficient experience in the market/operational capability to meet our needs 1=Domain experts will be available on a need basis 3=Domain experts will assist users in defining requirements for customization 5=Domain experts will be jointly responsible along with user lead for all functionality customization 1=Domain experts will be available on a need basis 3=Domain experts will assist users in defining requirements for customization 5=Domain experts will be jointly responsible along with user lead for all functionality customization Depending on responses
#DIV/0!
Organization large enough to have sufficient experience in the market/operational capability to meet our needs
Project team highly experienced and adequately resourced.
#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 clear management structure in place. We suggest that we set up our governance structure in a manner that allows you to best measure the success of the project. Management structure has clear focus on management of pilot and in helping achieve your goals. We have experience in a number of ways in which to set up a project of this nature. 1=No distinction between project management and governance 3=References to measuring success of pilot, steering committee etc. 5=Clear description governance structure and examples of experience, evidence that a client problem set is understood and project is set up to achieve success
#DIV/0!
Understanding of roles and responsibilities outside of the day-to-day management of the pilot.
1=No description of roles and responsibilities 3=Description of R&R but mainly from a project management point of view 5=Clear description of project governance. 1=No mention of how status will be communicated and how success will be measured 3=Description of how communication mechanism without clear description of who get what information and why 5=Detailed information on how organization plans to work with the client, how progress will be updated, who the main stakeholders are and what information is shared at what level.
- Clear timetable and understanding of purpose of status reporting - Understanding of who needs what information and when - Communications plan that details how key stakeholders are involved
Clearly defined risks and 1=No clear response recommendations both for 3=Clearly defined risks the 5= clearly defined risks and recommendations
#DIV/0! No conflicting priorities with the partner, COUNTRY based resources / implementation partners are with impeccable credentials if relevant Strong alliances with global VENDORs for products such as CRM, etc 5 = No conflicting priorities with the partner, COUNTRY based resources / implementation partners are with impeccable credentials if relevant 3 = Conflicting priorities may exist but may not be severe 1 = Strong conflicts 5 = Alliances with leading global packages 3 = Alliances with some VENDORs 1 = No alliances in place
#DIV/0!
VENDOR 2 Remarks
Remarks
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Heading <Evaluation Parameter> RFP Question <Example of a question which you can ask in RFP to gain information for the given parameter>
VENDOR Delivery Evaluation Matrix
<This template also contains a sample of filled-up matrix. The weight ages, Documents/Information Needed <The reference documentation and information sources>
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 administration documentation, etc
Documentation scope and 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 Timeframe and effort for conversion In your experience, what is the typical timeframe and effort required for migrating the existing data to your package ? What conversion approach would you suggest for CUSTOMER(whether pilot deployment, parallel run, direct cutover, etc) ?
Conversion approach
What is the overall ease of conversion in your opinion for an organization such as CUSTOMER ?
Ease of conversion
ery Evaluation Matrix

VENDOR 1 Remarks VENDOR 2 Score <VENDOR 2 score out of 5, with 5 being the best>
ntains a sample of filled-up matrix. The weight ages, scores and remarks part of an example> Model Answers Rating Weight Score <What can be the ideal <This is the indicative scoring <Weight <VENDOR offering expected from model, which helps more age of 1 score out VENDOR> consistent approach> paramet of 5, with 5 ers> being the best>
Weight* Comprehensive training for users as well as CUSTOMER IT personnel to make them self sufficient over a period of time. Mechanisms used include CBTs, class room sessions, do it yourself handbooks, etc conducted by professional training resources within the o 1 = No comprehensive training plan, sketchy description of user, application training, etc 3 = Moderate training arrangements, good idea of what training needs to be imparted, however no detailed scheduled plan 5 = Comprehensive training for users as well as CUSTOMER IT personnel to make them self sufficient over a period of time. Training includes user training, application development training, Product setup and administration as well as overview of the package architecture, etc
Score #DIV/0!
Remarks
Score #DIV/0!
User procedures, troubleshooting guide, induction packs, etc
5 = User training material, application development related training material, package architecture material, fallback on line help which is context sensitive and easy to navigate 3 = Training material but no on line help 1 = Not clearly defined at this stage 5=Regular measurement processes for training courses and modules to ensure that training is effective, peer to peer reviews, feedback at individual levels, specialists for each area with prior training experience 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 measurement processes for training courses and modules to ensure that training is effective, peer to peer reviews, feedback at individual levels
Regular ongoing support arrangement; support available for new releases, changes, etc
5 = Joint team for implementation with focus on skills transfer, post production support for skills transfer available 3 = Handholding not very focused through out the project 1 = Poor handholding mechanism, limited post production support for skills transfer
0 Comprehensive user and system documentation including user manuals, user procedures, training / induction packs, troubleshooting and maintenance guide, design documentation, overall data model 5 = Comprehensive user and system documentation including user manuals, user procedures, training / induction packs, troubleshooting and maintenance guide, design documentation, overall data model 3 = Most but not all of the above 1 = Few of the above
#DIV/0! Onsite support at least for the first 3 months, 24 hour helpdesk with pre defined support levels subsequent to 6 months 5=Onsite support initially for upto 3 months, helpdesk support available subsequently with ability to rope in on site as and when required, Upgrades for enhancements would also be provided as and when available 3=Onsite support available for > 1 month, < 3 months, helpdesk available 1=Helpdesk not available, online support < 1 month Robust process, defines all the contact options, specifies process owners and response times, and roles and responsibilities, review mechanisms, etc
#DIV/0!
Robust process, defines all the contact options, specifies process owners and response times, and roles and responsibilities, review mechanisms, etc
#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 most of the queries 5 = 1-2 seconds 3 = 2-4 seconds 1 = 4 seconds +
#DIV/0!
- Batch processes can easily be completed in the available time windows, with adequate buffers for problem management and re runs if required
5 = Volume independent batch processing time, total proc time < 2 hours, multi threading available 3 = Batch proc time 3 - 5 hours, multi threading available (or 1-2 hours but no multi threading) 1 = > 6 hours, no multi threading #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 #DIV/0!
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! 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 #DIV/0!
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
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Criteria Code MM1 MM1.1 MM1.2 MM1.3 MM1.4 MM1.5 MM1.6 MM2 Evaluation Parameters Metadata Storage Metadata storage in multiple- logical and physical servers Dependent repositories are able to automatically use the definition and standards of the central hub. There are pre-defined metadata types. Support for exchange standards (CWM/XML) enables import and export of metadata from a variety of sources. Optional bridges for point-to-point connection for sharing and exchanging metadata with large number of repository tool vendors. Open API to provide access to metadata from a variety of programming environments, including XML,Java, COM/DCOM. Metadata management Open frame-work like Java to provide for an open and standardized interface for managing metadata and resources from a 3rd party consol or Data Management or BI platform. Metadata Manager to create and to manage metadata repositories, Server manager generates run-time visuals based on prototypes and provides easy and extensible definitions. Metadata manager to manage resource templates. Metadata manager to offer change management interfaces and provides import/export interfaces. Server Manager defines and configures prototypes and definitions of attributes needed for each type of server Metadata access manager enables user Management and Authorization to define and manages users, groups. Manage permissions One can create access controls that define, which users can perform which actions on which metadata resources. All the metadata access controls are defined, stored and evaluated through central authorization management. Users can write their own plug-ins to handle specialized or site-specific administrative tasks. Metadata authorization Create access controls and associate controls with metadata objects that describe computing resources. Control who can read and write metadata objects in a repository. Control who can update specific metadata objects. Query the access controls for authorization decisions. Extend access controls to related metadata objects through inheritance. Change management Control concurrent access to metadata. Change metadata without interfering with existing use. Track change history to determine who made a change and when the change took place. Check metadata in and out. Copy Metadata. Importing and exporting metadata Import metadata from a variety of sources using the Metadata Manager plug-in with the Import and Export of Metadata through management console Import wizard invokes and specifies output location for imported metadata. Export metadata describing schemas, tables, columns, indexes and keys. Core
Weight age
MM2.1 MM2.2 MM2.3 MM2.4 MM2.5 MM2.6 MM2.7 MM3 MM3.1 MM3.2 MM3.3 MM4 MM4.1 MM4.2 MM4.3 MM4.4 MM4.5 MM5 MM5.1 MM5.2 MM5.3 MM5.4 MM5.5 MM6 MM6.1 MM6.2 MM6.3 MM6.4
MM6.5 MM6.6 MM7 MM7.1 MM7.2 MM7.3 MM8 MM8.1 MM8.2 MM8.3 MM9 MM9.1 MM9.2 MM9.3 MM10
Export metadata to other export types Use the export wizard to easily drive the export process. Map physical structures to understandable business terms in information maps Create data items that map physical data references to business-context terms. Create data items with descriptive labels. Organize data items into folders and subfolders so users can easily find information. Access data from virtually any data source Access data from various data sources- SAS, DB2, Oracle, Teradata, SQL Server and many other databases. Access data across different RDBMS. Join a table from one database to a table in another database. Access multidimensional OLAP structures. Graphical user interface for drawing data models Set up relationships between different RDBMS tables in the information map. Both singlekey and multiple-key relationships are supported. Automatically create join relationships when a table is added to the information map. Create table aliases to provide additional flexibility required for proper query generation. Capture consistent business rules Define calculated expressions, using either the expression builder or by manually entering the appropriate code. The code can be validated to ensure proper syntax. Set the data format, to provide a consistent representation in downstream reports and other applications. Specify allowable options for end users Capture allowable aggregations for numeric measures, so business users have the appropriate information on how to use a data item. Generate values for the filter expression by querying the database, supply a predetermined list of values or allow users to enter the value they want. Use settings to restrict sorting or ranking and establish the default format for displaying data Administer information maps Create, move, rename or delete information maps within a folder tree in the Overall Metadata Server. Use the Test Query facility to see and validate the query code (either SQL or MDX) based on selections from the information map. Row-level permissions can be applied to an information map based on relational data. This filters the data surfaced for specific user groups so each group sees only its subset of the data. Secure information maps or folders containing information maps.
MM10.1 MM10.2 MM11 MM11.1 MM11.2 MM11.3 MM12 MM12.1 MM13 MM13.1
MM13.2 MM13.3
Weight age Important Desirable Meets 'Out of Box'
Assessment 3rd party Add-on Configuration Customization Future Road-Map
Not Met
Comments
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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 ask in RFP to gain information for the given parameter>
<The reference documentation and information sources>
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 supporting software systems?
What will be the overall licensing regime for all the supporting software linked to your solution?
IPR of the changes done by 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 tenured in case of front end licensing?
Is it possible for the billing to be phased so to reduce the front-end load on the CUSTOMER?
Billing linked to business performance and usage.
Can billing be linked to the business performance & success?
Billing Currency
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 of confidence in the estimates Use of 3rd party/local resources Provide the detailed break-up of implementation, and basis. To what extent the 3rd party resources will be used and what pricing advantage CUSTOMER can have?
Leveraging of existing infrastructure
Will there be any leveraging of the existing infrastructure through re-use or buy-back from the VENDOR?
Post-Implementation Commercials Post Implementation SLA for production support
-What are the Service Level terms for ensuring the performance?
Scope of post-implementation support
-What are portfolio of services included in the maintenance support agreement?
Estimated post-implementation support cost.
What is the expected set of changes needed in the system over 5 year timeframe and what is the broad cost?
Post Implementation SLA for development support
What is the service level terms for development support post-launch?
Post implementation development What is the pricing for the post-launch pricing development support?
General Commercials (L1) Performance warranties for implementation
What are the performance warranties for system implementation project in terms quality, cost & timelines
Performance warranties postimplementation
What are the performance warranties for 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 Weight Score <VENDOR 1 score out of 5, with 5 being the best> #DIV/0! #DIV/0!
VENDOR 1 Remarks Score <VENDOR 2 score out of 5, with 5 being the best> #DIV/0! #DIV/0!
VENDOR 2
<What can be the ideal offering expected from VENDOR>
<This is the indicative scoring model, which helps more consistent approach>
<Weight age of paramet ers> 100 40
None None
Has to be relative across VENDORs Has to be relative across VENDORs 10 #DIV/0! #DIV/0!
The license is to the CUSTOMER and its subsidiaries in all the geographical locations of their operations
5=Same as the model answer 3= License is limited to majority shareholding subsidiaries in COUNTRY 1=License is limited only to CUSTOMER to operate with in COUNTRY 5=Same as the model answer 3= License is limited to majority shareholding subsidiaries in COUNTRY 1=License is limited only to CUSTOMER to operate with in COUNTRY 5= Same as model answer 3= The IPR of changes done by other VENDOR lie with CUSTOMER 1= The IPR of changes done by Other VENDOR or VENDOR does not lie with CUSTOMER 5 #DIV/0! #DIV/0!
The license is to CUSTOMER and its subsidiaries in all the geographical locations of their operations
For all the CUSTOMER specific changes done with/without the VENDORs, the IPR stays with CUSTOMER
Even if the entire licensing fee is charged one time (and not linked to variable fee), it can be paid back in five yearly installments
5= Same as model answer 3= The onetime licensing fee can be paid in 3 installments 1= The one time licensing fee has to paid upfront
Billing can be completely variable linked to business performance indicators with minimal guarantees
5= Same as model answer 3= The billing can be made variable with at least 40% of the project 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 local currency
5= Same as model answer 3= 50% of billing can be in local currency 1= None of the billing can be in local currency 5= Same as model answer 3= The growth rate of licensing fee is reduced to 50% of the growth rate of business. 1= No reduction in per unit rate
After 5 years of system implementation, the unit cost goes down to have a flat amount being charged, which is equal to the 5th year license fee. The entire system implementation cost can be plugged into the variable licensing fee post-implementation
5= Same as model answer 3= The pre-implementation billing can be tenured but in terms of 5 year annual installments. 1= The project cost cannot be tenured 10 #DIV/0! #DIV/0!
There is a 100% level of confidence in the migration pricing The local resource/3rd parties will be used to the extent of having 25% saving on manpower charges If there is redundant infrastructure, it will bought back by the VENDOR at the book value. Alternatively the same can be used with the new system
5= Same as model answer 3= 80%-90% level of confidence 1= 60%-80% level of confidence 5= Same as model answer 3= 10% saving 1= No local resources to be used and no saving 5= Same as model answer 3= The VENDOR will do buy-back bit cannot assure purchase price OR 50% of the existing infrastructure can be used 1= The VENDOR will not do a buyback and none of existing infrastructure can be used 25 #DIV/0! #DIV/0!
Service Level terms within 75 percent of the best of breed (BOB) services standards in the market
5= Same as model answer 3= With in 50 % of best of breed service standards 1= Below 50% of best of breed service standards
The support services are holistic, and all the nondevelopment support services are part of maintenance
5= Same as model answers 3= The support services also include training, and adhoc advisory on new releases 1= The support services are the basic maintenance support in terms of defects and performance management 5= Same as model answer 3= 10% of the overall sizing of the system 1= Over 10% of the overall sizing of the system
Given the system and experience with the other installations, the fundamental changes in the system will be less that 5% of the overall sizing of the system
Service Level terms within 75 percent of the best of breed (BOB) services standards in the market
5= Same as model answer 3= With in 50 % of best of breed service standards 1= Below 50% of best of breed service standards 5= Same as model answer 3= Pricing is 25% above the BOB local VENDOR 1= Pricing is 50% above the BOB local VENDOR 10 #DIV/0! #DIV/0!
The pricing is same as per market bench-mark of high quality cost-effective VENDOR
The performance warranties are backed by the penalty clause of 10% reduction in the initial licensing fee and implementation cost with every month delay With every 10% deviation of stability standards as defined , there will be penalty of 10% on licensing and support fee, on monthly basis The current version will be supported and upgraded for next ten years at least. Any major architectural change will be done as part of maintenance /support
5= Same as the model answer 3= The penalties are 50% of the model answer 1= No penalties
5= Same as the model answer 3= The penalties are 50% of the model answer 1= No penalties
5= Model Answer 3= Any major architectural change will be done bit with the associated cost 1= No assurance of road map of the system beyond 5 years, and not in a position to commit to upgrade commercials
VENDOR 2 Remarks
DATA INTEGRATION TOOL EVALUATION
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Criteria Code Evaluation Parameters DI1 Interactive data integration development environment Wizards for Accessing source systems Creating target structures Importing and exporting metadata Building and executing data access, transformation and load process flows Dedicated GUI to profile data Identify and repair source system issues Retaining the business rules for later use in ETL processes. Multi-user design environment supports collaboration on large, enterprise-wide projects. Ability to distribute data integration tasks to nearly any platform Connectivity and Computing Support Connect virtually any source or target data store. Integrated workflow scheduling Automatic load balancing Grid computing support. Support for unstructured and semi-structured data to parse and process files. Access to static and streaming data for sending and receiving via Web services. Data quality Data quality embedded into Batch processes, near-time processes real-time processes. Data quality rules are callable through message queues Web services custom exits. Data cleansing provided in native languages with localizations for large range of regions. Out-of-the-box standardization rules Ability to build customized rules for special situations. Metadata built and shared across the entire Data Integration Platform to provide an accurate trail of actions. Add value to existing data by generating and appending postal addresses, geo-coding, demographic data or facts from other sources of information. Ability to profile operational data Monitor ongoing data activities with an interactive GUI designed specifically for their needs. Apply basic or complex rules to validate data according to the specific business requirements of a particular process, project or organization. Core
DI1.1 DI1.1.1 DI1.1.2 DI1.1.3 DI1.1.4 DI1.1.5 DI1.2 DI1.3 DI1.4 DI1.5
DI2
DI2.1 DI2.2 DI2.3 DI2.4 DI2.5 DI2.6

DI3
DI3.1 DI3.1.1 DI3.1.2 DI3.1.3 DI3.2 DI3.2.1 DI3.2.2 DI3.2.3 DI.3.3 DI.3.4 DI.3.5 DI.3.6 DI.3.7 DI3.7.1 DI3.7.2 DI3.7.3 DI3.8 DI3.9 DI3.10
DI3.11 DI3.12
DI4
Data quality monitoring. Continuously examine data in real time and over time to discover when quality falls below acceptable limits. Issues alerts when corrective action is needed for data quality. Extraction, transformation and loading (ETL) Comprehensive data transformation library with large number of predefined table and column-level transformations. Author your own transformation using wizard for metadata driven transformations Transformations to be reusable Transformation are tracked and registered in metadata. Publish/Subscribe services for publishing information to archives, Publish/Subscribe services for publishing information publishing channel, Publishing through e-mail or various message queuing middleware. Metadata is captured and documented throughout transformation and data integration processes Metadata is available for immediate reuse. Transformations can run on all supported platforms with all data sources. Flexible deployment. Transformation and data integration processes to be deployed easily as embedded business logic or as Web services for use by other applications as part of a serviceoriented architecture. Metadata management Sophisticated metadata mapping technologies for quickly propagating column definitions from sources to targets Metadata mapping technologies to create automated intelligent table joins. Impact analysis for assessing the scope and impact of making changes to existing objects such as columns, tables and process jobs. Data lineage (reverse impact analysis). Multi-user collaboration support includes object check-in and check-out and DEV/TEST/PROD promotion management. Wizard-driven metadata import and export. Metadata-driven deployment flexibility. Using process metadata, process jobs can be deployed for batch execution, as reusable stored processes and as Web services. Migration and synchronizations Metadata-driven access to sources and targets. Extensive library of predefined transformations for migration and synchronization that can be extended and shared with other integration processes. Embedded, reusable data quality business rules can clean data as it is moved. Ability to migrate or synchronize data between database structures, enterprise applications, mainframe legacy files, text,
DI4.1 DI4.2 DI4.3 DI4.4 DI4.5 DI4.6 DI4.7 DI4.8 DI4.9
DI4.10
DI5
DI5.1 DI5.2 DI5.3 DI5.4 DI5.5 DI5.6 DI5.7
DI5.8
DI6
DI6.1 DI6.2 DI6.3 DI6.4 DI6.4.1 DI6.4.2 DI6.4.3 DI6.4.4
DI6.4.5 DI6.4.6 DI6.4.7 DI6.5 DI6.6

DI7
XML, message queues Other sources Optional integrated scheduler allows changes made in one or more systems to be propagated on a scheduled basis out to other systems in a reliable manner. Data can be cleansed in real time as it is being moved, replicated or synchronized. Data federation Access to Database structures Enterprise applications Mainframe legacy files Text XML Message queues Other sources Ability to join data across data sources for real-time access and analysis. Instant access to a real-time view of the data using the built-in data viewer. Query optimization is provided both automatically as part of DBMS requests, Query optimization is enabled manually within the advanced SQL editor, Query optimization can be used for both homogenous and heterogeneous data sources.
DI7.1 DI7.1.1 DI7.1.2 DI7.1.3 DI7.1.4 DI7.1.5 DI7.1.6 DI7.1.7 DI7.2 DI7.3 DI7.4 DI7.5 DI7.6
3rd party Add-on
Assessment Configuratio Customizatio Future Roadn n Map Not Met
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MASTER DATA MANAGEMENT TOOL EVALUATION
HOME
Criteria Code MDM1 MDM1.1 MDM1.2 MDM1.3 MDM1.4 MDM1.5 MDM2 MDM2.1 MDM2.2 MDM2.3 MDM3 MDM3.1 MDM3.2 MDM3.3 MDM3.4 MDM3.5 MDM4 MDM4.1 MDM4.2 MDM4.2.1 MDM4.2.2 MDM4.2.3 MDM4.2.4 MDM4.2.5 MDM4.2.6 MDM4.2.7 MDM4.2.8 MDM4.2.9 MDM5 MDM5.1 MDM5.2 MDM5.2.1 MDM5.2.2 MDM5.2.3 MDM6 MDM6.1 MDM6.2 MDM6.2.1 MDM6.2.2 MDM7 MDM7.1 MDM7.2 MDM7.2.1 MDM7.2.2 MDM7.2.3 MDM7.3 MDM7.3.1 Evaluation Parameters General Service oriented architecture Not tied to an application and business process Performance and scalability Extensibility Flexibility Foundation MDM User interface Data Quality Control Integration Transaction MDM Business level services Security and Visibility Events Data Optimization Adaptive Party Party Domain Defined Party Services Party Services Identification Party Services Interaction Party Services Roles Party Services Demographics Party Services -Privacy Preferences Customer Services and sales Know your client Financial Profile Campaign Services Account Account Domain Defined Account Services Search Location and Billing History Audit Product Product Domain Defined Product Services Product Types and Categories Specifications Cross Domain Data and Services Relationship Among domains Cross Domain Services Relationships Hierarchies Locations Data Stewardships Duplicate Suspect Processing Core
MDM7.3.2 MDM7.3.3 MDM7.4 MDM8 MDM8.1 MDM8.2 MDM9 MDM9.1 MDM9.2 MDM9.3 MDM10 MDM10.1 MDM10.1.1 MDM10.1.2 MDM10.1.3 MDM10.1.4 MDM10.1.5 MDM10.1.6 MDM10.1.7 MDM10.1.8 MDM10.1 MDM10.2.1 MDM10.2.2 MDM10.2.3 MDM10.2.4 MDM10.2.5 MDM10.2.6 MDM10.2.7 MDM10.3 MDM11 MDM11.1 MDM11.1.1 MDM11.1.2 MDM11.1.3 MDM11.1.4 MDM11.1.5 MDM11.1.6 MDM12 MDM12.1 MDM12.2 MDM12.2.1 MDM12.2.2 MDM12.3 MDM12.3.1 MDM12.3.2 MDM12.3.3 MDM12.3.4 MDM12.3.5
Party maintenance Hierarchy Management History and Audit User Interfaces Data Steward User-Interface Administration user interface Data Quality Control Duplicate suspect processing Data Validation and Normalization Error Messaging Integration Interfaces name Standardization Address Standardization Party Matching External Rules External Reference ID Use or User Group Definition Data Integration Non-Obvious Relationship Real-time interfaces XML Interface Web Services Adaptor Massaging Adaptor Java Object Interface IBM web sphere Business Integration Adaptor COBOL Adaptor Content Management Integration Batch-Interfaces MDM Workbench Platform Flexibility Performance Federated Deployments Data Validation Message Notification Common Audit Trail MDM Server-Transaction Hub Business Level services Security and Visibility Events Data Optimization Adaptive Data Management Pending Critical Data Change Rules of Visibility Configured Enquiry Services Multi-tenancy Federation
MDM12.3.6
Fast-track
3rd party Add-on
Comments
DATA QUALITY AND CLEANSING TOOLS EVALUATION HOME

Criteria Code Evaluation Parameters DQ1 Powerful, easy-to-use graphical user interface Windows-friendly environment lets users analyze data define business rules create data standardization data matching/integration specifications. Data profiling capabilities A robust environment analyzes enterprise data to determine nuances, discrepancies and inaccuracies in data. 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. Provides the ability to eliminate or reduce inconsistencies in corporate data. Allows duplicate records to be removed from a customer, supplier or product database or from other corporate information. Match code generation (single or composite element keys) Consolidates data from multiple data sources when a complete match is not possible. Creates unique key values by using fuzzy logic to group together information with similar values (for example, Robert, Bob, Bobby, etc.) across one field or multiple fields. House holding and site identification Allows the creation of house holding or site ID based on one or more conditions. Customization of parsing, standardization and matching algorithms Personalize parsing, matching and standardization algorithms. Create or enhance the rules used to parse the parts of the names, addresses, email addresses, product codes and other business data. Add rules to matching algorithms about which part of a data string weighs the heaviest in a match. Ability to share the house holding information across multiple data quality products or BI platforms Identification analysis Determines the gender of an individual for targeted marketing purposes. Determines whether a value is a person or an organization. International support with many language- and country-specific constructs Understands the nuances in various languages, including names, addresses, organizations and other areas where data parsing is required. Employs local knowledge of these data types. Leverages capabilities of Data Integration Platform Can be integrated with the data integration and BI platforms for overall integration management If the data quality solution is part of the BI platform, it should be able to apply data quality on the BI database Provides an interactive approach to data quality that eliminates duplication of effort when creating business rules. Can be integrated with a BI or Analytics platform Integrating data quality capabilities within business intelligence solutions creates high-impact results, ensuring an acceptable return on investment. Core Weight age Important
DQ1.1 DQ1.1.1 DQ1.1.2 DQ1.1.3 DQ1.1.4

DQ2
DQ2.1 DQ2.2 DQ2.3 DQ2.4 DQ2.5 DQ2.6

DQ3
DQ3.1 DQ3.2 DQ3.3 DQ3.4 DQ3.5

DQ4
DQ4.1 DQ4.2
DQ5
DQ5.1 DQ5.2
DQ6
DQ6.1 DQ6.2 DQ6.3

DQ7
DQ7.1
Weight age Desirable Meets 'Out of Box' 3rd party Add-on
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EXTRACTION TRANSFORMATION AND LOADING TOOL EVALUATION HOME

Criteria Code ETL1 ETL1.1 ETL1.2 ETL1.3 ETL1.4 ETL1.5 ETL1.6 ETL1.7 ETL1.8 ETL1.9 ETL1.10 ETL1.11 ETL1.12 ETL1.13 ETL1.14 ETL1.15 ETL1.16 ETL1.17 ETL1.18 ETL2 Evaluation Parameters User interface Drag-and-drop Windows-like interface for controlling the entire data integration process. Role-based permissions show users only what they are authorized to see. Customizable metadata tree views for displaying, visualizing and understanding metadata. Wizard-driven table designers shorten development time by allowing: Simplified defining of source/target information, extractions, creation of jobs, process flows and transformations. Reuse of data dictionaries from RDBMS systems and reuse of enterprise metadata. 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 formats through metadata model bridges. Convenient definition and creation of OLAP structures within the tool using a wizard. A visual end-to-end process designer: Eliminates programming with drag-and-drop functionality. Supports automatic and dynamic column mapping throughout the data integration processes. Provides interactive debugging and testing of jobs during development and full access to logs. Enables viewing and searching of all data/metadata with a visual table viewer: Multicolumn sorting; row/column-level filtering. Text-based searching. Visualization control (metadata/physical column names, formatted/unformatted values). Lets users easily deploy jobs to an integrated scheduler (or other scheduler). 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, EBCDIC, Hexadecimal and Octal. Database sources: AS400, Generic ODBC, IBM DB2/UDB (native, ODBC), Informix (ODBC),Microsoft Access (ODBC), Microsoft Excel (ODBC), Microsoft SQL Server (ODBC), MySQL,Netezza (ODBC), OLE/DB, Oracle (native, ODBC), Sybase (native, ODBC), Sybase ASIQ (ODBC), SAS data sets, SAS Scalable Performance Data Server, SAS Scalable Performance Data Engine, Teradata (native, ODBC). Mainframe data sources (OS/390 and z/OS): ADABAS, CA-Datacom, CA-IDMS, COBOL, IBM DB2, IMS-DL/I, ISAM files, Oracle, SYSTEM 2000 , Teradata, VSAM (KSDS and ESDS), and other file formats. Enterprise Applications: Oracle Applications, PeopleSoft, SAP BW, SAP R/3, Siebel. Powerful transformation capabilities More than 300 predefined table and column-level transformations. Transformation Generator wizard or Java plug-in design templates for creating reusable and repeatable transformations that are tracked and registered in metadata. Framework for publishing information to archives, a publishing channel, e-mail or various message queuing middleware. Metadata is captured and documented throughout the data integration process and transformations. 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 services for use in other applications or as part of a service-oriented architecture. Ready-to-use table transformations Sort, join, split and extract. Data quality: Data standardization (name, address, e-mail, phone number and other types of data). Core Weight age
ETL2.1
ETL2.2
ETL2.3 ETL2.4 ETL3 ETL3.1 ETL3.2 ETL3.3 ETL3.4 ETL3.5 ETL3.6 ETL4 ETL4.1 ETL4.2 ETL4.2.1
ETL4.2.2 ETL4.3 ETL4.4 ETL4.5 ETL4.6 ETL4.7 ETL4.8 ETL4.9 ETL4.10 ETL5 ETL5.1 ETL5.2 ETL5.3 ETL5.4 ETL5.5 ETL5.6 ETL5.7 ETL5.8 ETL5.9 ETL5.10 ETL5.11 ETL6 ETL6.1 ETL6.2 ETL6.3 ETL6.4 ETL7 ETL7.1 ETL7.2 ETL7.3 ETL7.4 ETL7.5 ETL7.6 ETL8 ETL8.1 ETL8.2 ETL8.3 ETL8.4 ETL8.5 ETL8.6 ETL8.7
Match/merge for deduplication, householding and data consolidation. Data transfer: move data from one server host to another (PC, UNIX, mainframe). Transpose: inverts data, all data in a row can be turned into columns or vice versa. 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 handling. Error checking, processing and event notification. Slowly Changing Dimension support: Surrogate Key Generation to create unique identifiers of records. Effective Date Calculations to keep track of changes to keys of a table. Dimension and Fact Table loading, including Slowly Changing Dimensions Type 2. Ready-to-use analytical transformations Correlations and frequencies. Distribution analysis. Standardize: calculates the standard deviation. Summary statistics. Apply forecasting and data mining models. Ready-to-use column-level transformations Date and time, mathematical, trigonometric and hyperbolic. Character, character string matching, truncation. Data cleansing, match/merge, identification analysis. Descriptive statistics, profitability and density, logical operators, financial. Formatting and macros. Loading Easily refresh, append and update during loading. Optimize load techniques with user-selectable options. Database-aware loading techniques, including bulk load facilities, index and key creation, drop and truncate tables. Design, create and load OLAP cubes. Metadata management Impact analysis/reverse impact analysis (data lineage): Evaluate impact of changes throughout the data integration process before they occur. Determine the path, processes and transformations taken to produce the resulting information. Change Analysis for metadata change discovery, comparison, analysis and selective propagation. Table and column-level evaluation. Source/target tables, transformations, look-ups, OLAP cubes, metadata mapping. Multi-user, multiple-level development environment Enables team-oriented development of data integration processes. Manage multi-user development environment with check-in/check-out of jobs, related tables and objects, and job status viewing. View which objects are checked out with status information. Use audit history to view which jobs or tables were changed, when and by whom. 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 truncate tables. Design, create and load OLAP cubes.
Weight age Important Desirable Meets 'Out of Box' 3rd party Add-on
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OLAP SERVER EVALUATION HOME

Criteria Code OL1 OL1.1 OL1.2 Evaluation Parameters Powerful, industrial-strength, multidimensional database Designed to handle large volumes of business intelligence data. Supports ROLAP, multidimensional (MOLAP) and hybrid (HOLAP) data stores. Routines enable procedures to query the OLAP Server using SQL PassThrough with reach-through from multidimensional data to the underlying detailed data. Native support for open industry standards: OLE DB for OLAP (the de facto industry standard for multidimensional data sources). Fully compliant implementation of MDX query language for communicating with third-party clients. Fast, efficient processing of queries Multithreaded query engine. Parallel storage allows data to be spread across multiple-disk systems, providing parallel-read access for query threads. Tunable optimizations conserve system resources Seldom accessed data can be stored in compressed format. Frequently queried data can be cached in memory for faster access. Easy-to-use GUIs for building and maintaining OLAP cubes A stand-alone cube-building tool, is used to easily define data measures, dimensions and aggregations. OLAP cube building tool to integrate with the ETL tools, to build cubes from cleansed data sources and load them for later use and updating. Wizard facilitates for designing, creating, updating and tuning cubes, and it to be accessible from either OLAP Cube management tool Capabilities for supporting real-world OLAP problems Allow use of special dimensions Time dimensions calculate time-based measures, such as year-to-date values or opening-period values. Ragged and unbalanced hierarchies provide modeling of dimensions equivalent to real-world structures. Parallel drill hierarchies for analyzing along different drill paths within a single dimension. 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 entire BI platform. Powerful interfaces for server maintenance and monitoring All maintenance operations are executed using BI management console Define OLAP data servers and their configuration parameters, including performance logging options. Core Weight age Important Desirable
OL1.3 OL1.4 OL1.5 OL1.6 OL2 OL2.1 OL2.2 OL3 OL3.1 OL3.2 OL4 OL4.1
OL4.2
OL4.3 OL5 OL5.1 OL5.2 OL5.3 OL5.4 OL6
OL6.1 OL7 OL7.1 OL7.2
OL7.3 OL8 OL8.1 OL8.2 OL8.3 OL9
Application Response Measurement (ARM) classes used to monitor all server activities. Result sets can be transferred to any third-party clients, such as HPs Workload Manager, in order to monitor activity and performance. Data sources Access to an OLAP cube via business metadata or a semantic layer Open a cube directly without using business metadata or semantic layer Open a saved view on business data. 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, map). Change business queries by selecting business items to be displayed from a side bar. Slice through multidimensional data using a special slicer dimension. Dice multidimensional data by applying filters on any level of a hierarchy. Drill up/down through hierarchies or expand/collapse entire levels. Explore data following ragged or unbalanced hierarchies that model true hierarchies as they are experienced in business. Obtain detailed information for every cell (drill-through) with the option to export it to Excel. Display and filter on properties associated with members inside the OLAP data source (member properties). Analyze OLAP data Rank multidimensional data to identify top performers or losers (ties can be handled). Display totals and subtotals on cross tables. Add the percentage that a measure contributes to the total or a subtotal of a table with a single click on a dedicated button. Calculate new measures and add them to any view. ESRI maps Use maps from ESRIs ArcGIS Server to display OLAP data just like any other view on thedata. 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 houses on a road. Drive the color coding of maps by data from the OLAP data source. Conditional highlighting Conditional Highlighting provides visual highlighting of information inside tables and graphs depending on conditions defined by the user. Conditional highlighting can use text formatting, cell formatting, text replacement with fixed strings or images, and displaying of images next to cell values. Save and publish Save any view that reveals new business insights in a personal view called a Data Exploration. Share views with colleagues by publishing views to public Data Explorations. Share entire Data Explorations containing multiple views with colleagues by publishing
OL9.1 OL9.2 OL9.3 OL9.4 OL9.5 OL9.6 OL9.7 OL9.8 OL10 OL10.1 OL10.2 OL10.3 OL10.4 OL11 OL11.1 OL11.2
OL11.3 OL11.4 OL12
OL12.1
OL12.2 OL13 OL13.1 OL13.2 OL13.3
OL14 OL14.1 OL14.2
Data Explorations. Save views as Web Report viewer reports Save views as Microsoft Excel spreadsheets or Adobe PDF documents. 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 guidelines.
OL14.3
Meets 'Out of Box'
3rd party Add-on
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BUSINESS INTELLIGENCE PLATFORM HOME

Criteria Code BI1 BI1.1 Evaluation Parameters Portal/dashboard 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 organize content in their personal workspaces. Extend portal capabilities with a comprehensive set of port lets, extendable to include new portlets created in-house. Provide a comprehensive search facility to locate all content types within the security confines set by IT. Display customized graphical or tabular dashboards so that users easily understand key indicators. Also, link to more detailed information. Access various content types easily, including reports, advanced data explorations and other structured and unstructured content from one location based on IT security restrictions. Link to reports and analytical results from enterprise reporting, Analytics tools, Performance Management scorecards and objects, externally generated data and virtually anything addressable by a URI. Provide data to dashboard capabilities in seconds with point-and-click administration. Report viewing Provide a zero-footprint, Web-based, interactive reporting interface for the masses. Load, organize, view and save reports based on OLAP cubes and/or relational data from one or more data sources. Provide multidimensional data exploration: drill, rotate, filter, reorganize, sort, toggle totals, export to various target formats and more. Provide relational data exploration: rotate, filter, reorganize, sort, toggle totals, export to various target formats and more. Print reports to PDF or export formatted tables and graphs, or simply data, to Excel. Surface geo-spatial mapping information and the results of geo-spatial analyses into reports. Advanced data exploration Provide a zero-footprint, Web-based, interactive interface for advanced users looking for new views that define answers to questions. Explore and analyze OLAP cubes. Change business queries by selecting business items to be displayed from a sidebar. Slice and dice multidimensional data using a special slicer dimension and by applying filters on any level of a hierarchy. Drill up/down through hierarchies or expand/collapse entire levels. Explore data following ragged or unbalanced hierarchies that model true hierarchies as they are experienced in business. Obtain detailed information for every cell (drill through) with the option to export it to Excel. Rank multidimensional data to identify top performers or losers (ties can be handled). Display totals and subtotals on cross tables. Calculate new measures and add them to any view. Core Weight age Important Desirable
BI1.2 BI1.3 BI1.4
BI1.5
BI1.6
BI1.7 BI1.8 BI2 BI2.1 BI2.2
BI2.3 BI2.4 BI2.5 BI2.6 BI3
BI3.1 BI3.2 BI3.3 BI3.4 BI3.5 BI3.6 BI3.7 BI3.8 BI3.9 BI3.10
BI3.11 BI3.12 BI3.13 BI3.14
Use conditional highlighting to provide visual highlight information inside tables and graphs depending on conditions defined by the user. Use text formatting, cell formatting, text replacement with fixed strings or images, and displaying of images next to cell values. Use maps from ESRIs ArcGIS Server to display OLAP data just like any other view on the data. 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 on a road. 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 exploration users. Microsoft Office integration Provide integration with Microsoft Word, Excel and PowerPoint through a plug-in. Provide offline viewing of previously created results. Turn Excel back into an application rather than an ad hoc data store. Access data from any centrally IT-defined enterprise data source. Refresh the data at the click of a button from any central enterprise data source defined by IT. Cycle through data that exceeds the 65,536 row limitations of Excel. Server-side buffering ensures large data sources are never transferred as one to the client. Use all the capabilities of Excel on the data displayed but have the ability to always get access to the latest view of information. 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 functionality. Manipulate pivot tables to illustrate multidimensional data from various sources Deliver graphics results directly into Word, Excel or PowerPoint in any of these formats: ActiveX, GIF, JPEG or PNG. Refresh tables and charts automatically to get the latest view of information, pulling from current data that is centrally maintained. Enable distribution of embedded results on demand using native Microsoft Office functionality. 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 capabilities.) Build reports based on OLAP cubes and/or relational data from one or more data sources. Build reports that match user skill levels and the requirements of the information. Create a quick view of data that lets you select a data source and display the default view in one simple step. Create simple reports. Wizards guide novice report authors through report creation:Choose data items needed from a non-technical, IT-provided view known as an information map. Select predefined filters; set groupings and sorting; override default formatting.
BI3.15 BI3.16
BI3.17 BI4 BI4.1 BI4.2 BI4.3 BI4.4 BI4.5
BI4.6 BI4.7 BI4.8
BI4.9 BI4.10 BI4.11 BI4.12 BI4.13 BI4.14 BI5
BI5.1 BI5.2 BI5.3 BI5.4
BI5.5 BI5.6
BI5.7 BI5.8 BI5.9
Define report layout: add tables, graphs, table of contents, footers and headers. Create custom calculations and filters. Create more comprehensive reports with powerful layout capabilities for experienced report authors and specialized reports: Choose from a gallery of common predefined layouts and custom templates for a quick start, or begin from a blank page and add tables, graphs and text manually. Define multiple report sections with data from multiple data sources. Precisely position and size graphs, tables, text, images, etc., with advanced layout capabilities. Use advanced formatting for all graphs (size, style, decoration, data, legend placement, etc.). Use advanced formatting for text (font, size, color, alignment, etc.). Use dynamic text insertion to show information such as report creation date and prompt values as appropriate. Define custom calculations, filters and aggregations. Link reports: Add hypertext links on text, images, tables, graphs and group breaks. Add links to other reports or Web pages. Use conditional highlighting to define exceptions: Use conditional highlighting on tables and graphs. Change text format and background. Add or replace with image or text. 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 capabilities. Save predefined reports and information with report archiving. Query and analysis Provide query capabilities for all levels of users across multiple BI interfaces. Provide wizard-driven query capabilities within the user reporting environment. Remove complexity of data structures from non-technical users. Allow queries to be performed across multiple data sources. Guided analysis Provide a .NET-based native Windows application for programmers, analysts or more advanced users. 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 OLAP, and the MDX standard, such as SAP InfoCubes. Use slices of OLAP cubes for further analysis. Easily incorporate geo-spatial data into analyses. Query and subset data graphically from any accessible source or write SQL/MDX. Package results into Stored Processes that can then be used in all BI interfaces and Microsoft Office to gain access to anything the BI platform can do, allowing work to be distributed without IT involvement while maintaining security. Business metadata management Map physical data structures to business terms in an easy-to-use interface.
BI5.10 BI5.11 BI5.12 BI5.13 BI5.14 BI5.15 BI5.16 BI5.17 BI5.17.1 BI5.17.2 BI5.18 BI5.19 BI5.20 BI5.21 BI5.22 BI5.23 BI5.24 BI6 BI6.1 BI6.2 BI6.3 BI6.4 BI7 BI7.1 BI7.2 BI7.3 BI7.4 BI7.5 BI7.6
BI7.7 BI8 BI8.1
BI8.2 BI8.3 BI8.4 BI8.5 BI8.6 BI8.7 BI8.8
Access data from virtually any data source including multiple sources at once. Define consistent business views of the data for relational tables and OLAP cubes. Create one business view over disparate database management systems for a combined set of query attributes. Combine data from multiple sources. Control size of result sets that can be returned to avoid long-running queries. Capture consistent business rules and specify allowable options and prompts for end users. Centrally manage metadata. Create and manage repositories, control the metadata server, define access controls, and register and manage users and groups through a single interface. 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, line, area bubble, multiple axis and overlay plots. Generate static or dynamic interactive (Java or ActiveX) charts and 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 by the BI platform through interfaces or manually. Provide highly interactive business graphics, including animated bubble plots, 3D scatter plots, trellis plots, summary charts and needle charts. Visually query and filter data for interactive tabulation and ability to rearrange data at will. Provide visual analytics, including interactive simulations and optimization and state-of-the-art time series modeling. Application development environment Includes a comprehensive stand alone development environment (including a Java IDE) that provides all required BI components on one machine for easy development and testing. Incorporates all APIs and components for easy reuse in corporate standard development environments. Allows for the easy customization and extension of an organizations business intelligence environment.
BI8.9 BI9
BI9.1 BI9.2
BI9.3
BI9.4 BI9.5 BI9.6 BI10
BI10.1 BI10.2 BI10.3
Meets 'Out of Box'
3rd party Add-on
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BUSINESS INTELLIGENCE DEVELOPMENT ENVIRONMENT HOME

Criteria Code BID1 BID1.1 BID1.2 BID1.3 BID1.4 BID2 BID2.1 BID2.2 BID2.3 BID2.4 BID2.5 BID2.6 BID3 BID3.1 BID3.2 BID3.3 BID3.4 BID4 BID4.1 BID4.2 BID4.3 BID4.4 BID4.5 BID5 BID5.1 BID5.2 BID5.3 Evaluation Parameters The convenience development environment Everything needed to develop applications on one box that can leverage the capabilities of a BI platform. Develop applications on a local machine, whether you are connected to the network or not. Does not influence performance of the production server. Response times for end users are not affected by development. Flexibility to develop multiple types of applications Java Enterprise Edition (Java EE) Web applications. CGI/HTML applications. Active Server Pages (ASP), ASP.NET applications, and ActiveX controls that access a BI server. Full-client applications using Java, Visual Basic, C++, C#, etc. Wireless applications. Web services using .NET or Java EE framework. Extensive set of open programming (Java ) components to support rapid development Information Beans encapsulate access to the informational and analytic power of SAS servers. Transformation Beans consume data from existing data models and transform it into different representations (HTML, DHTML, WML). Foundation services classes serve ready-to-use functionality such as publishing information or running analytic processes. Custom tag library (Java) allows coding using HTML-like tags; no Java code is needed. Integrated Development Environment (IDE) Development environment based on industry-leading open source Eclipse platform for building powerful intelligence applications. Intelligent editing: real-time syntax error highlighting and automatic name, method and key word completion. Graphical user interfaces and powerful wizards hide complex Java programming. Source code control system for team-based development. Enhanced build support using Jakarta Ant to develop, package and deploy applications. Powerful set of quick-start templates Wizard-driven templates for creating portlets. Automated packaging and deployment into the Information Delivery Portal. Wizard-driven templates for creating Management Console plug-ins. Automated packaging into JAR files. Set of templates for building Web applications. Core Weight age Important
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DATA ACCESS AND CONNECTIVITY HOME

Criteria Code DAC1 DAC1.1 DAC1.2 DAC1.3 DAC1.4 DAC2 DAC2.1 DAC2.2 DAC2.3 DAC2.4 DAC2.5 DAC2.6 DAC3 DAC3.1 DAC3.2 DAC3.3 DAC3.4 DAC3.5 DAC3.6 DAC3.7 DAC3.8 DAC3.9 DAC3.10 DAC3.11 DAC3.12 DAC3.13 DAC3.14 DAC3.15 DAC3.16 DAC3.17 DAC3.18 DAC4 DAC4.1 DAC4.2 DAC4.3 DAC4.4 DAC4.5 DAC4.6 DAC4.7 DAC4.8 DAC4.9 DAC4.10 DAC5 DAC5.1 DAC5.2 DAC5.3 DAC5.4 Evaluation Parameters General Bulk-loading capabilities. Multi-threaded read interface. Encoded DBMS passwords. Temporary table support. Enterprise Applications: Oracle Applications, PeopleSoft, SAP BW, SAP R/3, Siebel Others. Database sources: AS400, ODBC, IBM DB2/UDB, Informix, Microsoft Access, Microsoft Excel, Microsoft SQL Server, MySQL, Netezza, DATAIIegro, HP NeoView, OLE/DB, Oracle, Sybase, Sybase ASIQ, SAS Teradata Others Mainframe data sources (OS/390 and z/OS): ADABAS, CA-Datacom, CA-IDMS, COBOL, IBM DB2, IMS-DL/I, ISAM files, Oracle, SYSTEM 2000, Teradata, VSAM (KSDS and ESDS), and other file formats. File formats: CSV, XLS, Access, WKS, Core Weight age Important Desirable
DAC5.5 DAC5.6 DAC5.7 DAC5.8 DAC5.9 DAC6 DAC6.1 DAC6.2 DAC6.3 DAC6.4 DAC6.5 DAC7 DAC7.1 DAC7.2 DAC7.3 DAC7.4
text/flat files, XML, COBOL Copybooks, FTP URL-based sources. Reads and writes data representations such as ASCII, Binary, EBCDIC, Hexadecimal Octal. Support for Message-Oriented Middleware, including WebSphere MQ from IBM, MSMQ from Microsoft and Tibcos Rendezvous.
Meets 'Out of Box'
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ENTERPRISE REPORTING TOOL SERVER EVALUATION HOME

Criteria Code ER1 ER1.1 ER1.2 ER1.3 ER1.4 Evaluation Parameters Viewer Features Local printing Server printing- one can define the printer as part of the report configuration Export- Export to different formats of files (PDF..) Formats- HTML 3.2/4.0, PDF, Excel, XML, Word, RTF, Text, Report Definition, CSV, Tab and space delimited text and ODBC Excel reports- Exports to Excel, optionally exporting only data. Some formatting options cant be exported (multi-column report, page jumps, etc); because it makes no sense to do so. User can choose to export all the page headers and footers. Filters Over and above reports viewers, the viewer can place filters on his own reports like-Threshold toggling Group Navigation Allows you to move from group (USA to New York kind of grouping) Advanced search facility In DHTML Incremental fetch of data sets (page, group..) Locking report and column headers Interactive report viewer Report Part viewer Native offline viewer Freeze parts of report view while scrolling Report Refreshing Offline Viewer Java Viewer Active X viewer End-User Features General Integrated data driven alerting within the web End user customization of web client look and feel Report packages (multiple reports in one package) Collaboration : Threaded discussions FORMATTING Fixed and conditional format- Toggle conditional formatting Field format (fixed OR conditional) Object formats (example-) like applying format on sub-reports, images.. Format on a section Conditional breaks Format templates- Create and modify.. Copy a template and change GROUPING and SORTING Hierarchical groupings (nested groups) Top N, Bottom N, Top x%, bottom y% Specified grouping (you can create customer groups like Islamic countries) General sorting including groups Custom sorting- placing specific items on top OR bottom Microsoft Linkages Core Weight age Important Desirable
ER1.5 ER1.6 ER1.7 ER1.8 ER1.9 ER1.10 ER1.11 ER1.12 ER1.13 ER1.14 ER1.15 ER1.16 ER1.17 ER2 ER2.1 ER2.1.1 ER2.1.2 ER2.1.3 ER2.1.4 ER2,2 ER2.2.1 ER2.2.2 ER2.2.3 ER2.2.4 ER2.2.5 ER2.2.6 ER2,3 ER2.3.1 ER2.3.2 ER2.3.3 ER2.3.4 ER2.3.5 ER3
ER3.1 ER3.2 ER3.3 ER4 ER4.1 ER4.2 ER4.3 ER4.4 ER4.5 ER4.6 ER4.7 ER4.8 ER4.9 ER4.10 ER4.11 ER4.12 ER4.13 ER4.14 ER4.15 ER4.16 ER5 ER5.1 ER5.2 ER6 ER6.1 ER6.2 ER6.3 ER6.4 ER7 ER7.1 ER7.2 ER7.3 ER7.4 ER8 ER8.1 ER8.1.1 ER8.1.2 ER8.1.3 ER8.1.4 ER8.1.5 ER8.2 ER8.2.1 ER8.2.2 ER8.2.3 ER8.3 ER8.3.1
Import the reports OR pivots created in Microsoft excel OR MS access. Export the reports in the reporting tool to MS Excel, MS Access. Embed the reporting objects (like report, report page, dynamic report) Report Objects Graphics: These are various graphical forms, which you embed in a report Custom formulae Cross reference Views Virtual tables Pre-defined formulae formula created in reports server, for reference. Summarized fields OR aggregation functions Dynamic parameters Hyperlinks: These are hyperlinks, which point to a certain report OR book mark in a report OR a page in a report OLE Objects : Can be an excel sheet, image.. Parameters: These can be a global OR local list of parameters. Cascading parameters: Where value of a parameter depends on the value of another parameter User defined functions: Global functions outside of the pre-defined list within the tool. Custom functions: These are the functions developed for a report which can be used for other reports Alerts- Standard exception highlighting logics Load Management Cluster aware Load Balancing Cache Management Should allow cache to be created by default. Cache should be able to switch off and on The frequency of resetting the cache Provide page by page cache: With this feature, you should be able to get the cache in small increments. Logging Report server execution log Trace log for debugging Performance log Report generation log Report Development Report Types Drill-Down Reports Reports with Sub-reports Crosstab reports OLAP Reports Multi-column reports Explorer Object explorer Report Structure Explorer Reports Repository Explore Report Designer Report Preview while designing
ER8.3.2 ER8.3.3 ER8.3.4 ER8.3.5 ER8.3.6 ER8.3.7 ER9 ER9.1 ER9.2 ER9.3 ER9.4 ER9.5 ER9.6 ER9.7 ER9.8 ER9.9 ER9.10 ER9.11 ER9.12
Usage of global OR local objects Graphical click and drag interface: Self-explanatory. Semantic layer for user for report objects especially database fields Global headings (Customer Name for cust_name) Format paste capability Embedded Reports Scheduling, delivery and availability Online Availability: Available, on demand, several instances (historical instances) are kept Execute and distribute NOW Scheduled: Execution at a particular time (Every Monday) OR linked with an event Standard schedule templates: A standard scheduling template Delivery channels: Executed reports can be delivered through several channels: MAPI, file, FTP, etc. Printer Selection: One should be able to define which instance of report can be published to which printer Dynamic subscriptions: One should be able to subscribe to a report automatically, if it contains the data relevant to the user. Report Alerts: These are the alerts, which sends a message for a specific report being executed and being available for view. Publishing & Scheduling Wizard: Having user-friendly publishing wizard Linked reports Report History Export formats: Should be able to export in PDF, XLS, RTF, Doc
Meets 'Out of Box'
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WEB-BASED REPORTING TOOL EVALUATION HOME

Criteria Code WBR1 WBR1.1 WBR1.2 WBR1.3 WBR1.4 WBR1.5 WBR1.6 WBR1.7 WBR1.8 WBR1.9 WBR1.10 WBR1.11 WBR1.12 WBR1.13 WBR1.14 WBR1.15 WBR2 WBR2.1 WBR2.2 WBR2.3 WBR2.4 WBR2.5 WBR2.6 WBR2.7 WBR2.8 WBR2.9 WBR2.10 WBR2.11 WBR2.12 WBR2.13 WBR2.14 WBR2.15 WBR2.16 WBR2.17 WBR2.18 WBR2.19 WBR3 Evaluation Parameters Report management Organize reports in hierarchical folders for easy navigation and consumption: Display a list of reports and stored processes, based on report security settings. Optionally show long report descriptions to facilitate report selection. Edit, move, copy, delete and rename existing reports and folders. Optionally provide a report description and/or keywords to facilitate fast searches. Sort list of reports by report attributes, such as name, author or dates. Search for reports by name, description, keywords or dates last saved. Store reports either in private folders or in shared public folders. Manage reports updates in the most flexible way: Save report so that it automatically refreshes upon opening. Organize reports in hierarchical folders for easy navigation and consumption. Embed results for quick viewing upon opening with the option to manually refresh. Set report as read-only (snapshot) to prevent overwriting. Schedule periodic report updates using the latest data. Generate reports using programming and Output Delivery System. Report interaction Filter and rank table and graph data. Move data items left or right. Rotate an entire crosstab. Perform single or compound sorting on displayed data items. Add totals and/or subtotals; calculate percent of total and subtotals. Navigate quickly between report sections and group levels with a clickable table of contents. Perform OLAP-specific interactions: Drill and expand tables and graphs. Support for ragged and unbalanced hierarchies. Pivot individual crosstab dimensions. Switch dimensions and measures with Data Selection box. Synchronize report components to display a common drill state or have them remain independent. Print reports using familiar optional settings such as margins, page orientation, paper size and group value ranges. Export formatted tables and graphs, or simply their data, to Excel. Prompt dialog to set report parameters. Save modifications to an existing report or as a new report. Hide data items. Role-based report authoring and distribution Create a quick view on data that lets you select a data source and display the default view in one simple step. Create simple reports. The Report Wizard Core Weight age Important Desirable
WBR3.1 WBR3.2 WBR3.3 WBR3.4 WBR4
Choose data items needed from an information map. Define filters, groupings, sorting and formatting rules. Define report layout. Add table, graph, table of contents, footers and headers. Preview report. 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, graphs and text manually. Define multiple report sections with data from multiple data sources. Precisely position and size graphs, tables, text, images, etc., with advanced layout capabilities. Use advanced formatting for all graphs (size, style, decoration, data, legend placement, etc.). Use advanced formatting for text (font, size, color, alignment, etc.). Use dynamic text insertion to show information such as report creation date and prompt values as appropriate. Define custom calculations, filters and aggregations. Link reports Add hypertext links on text, tables, graphs and group breaks. Add links to other reports or Web pages. Use conditional highlighting to define exceptions Use conditional highlighting on tables and graphs. Change text format and background. Add or replace with image or text. Use a variety of charts: bar/3D bar, pie/3D, line, scatter and more. Select report data from information maps using familiar business terms. Define custom calculations, filters and aggregations. Share reports with large and diverse audiences through report bursting capabilities. Offline users can view reports via e-mail. Save predefined reports and information with report archiving. Data access Its unmatched capabilities access data from virtually any data source: Relational databases such as Oracle, DB2, SQL Server and Teradata. ERP systems such as SAP R/3, SAP BW, PeopleSoft, Siebel or Oracle. OLAP Server multidimensional data. It supports open standards such as SQL, MDX, ODBC or OLE DB for data access. Reports can contain and join data from multiple different sources. Reports can be based on real-time analytical processes and be based on the analytical power of the BI server. Data access, query and analytical processes can run on any of the major platforms such as Linux, AIX, HP/UX, z/OS, Windows, Solaris, Tru64, OpenVMS. Administration and manageability True zero-footprint Web application (only JavaScript and HTML sent to the client) that is easy to deploy and manage.
WBR4.1 WBR4.2 WBR4.3 WBR4.4 WBR4.5 WBR4.6 WBR4.7 WBR4.8 WBR4.9 WBR4.10 WBR4.11 WBR4.12 WBR4.13 WBR4.14 WBR4.15 WBR4.16 WBR4.17 WBR4.18 WBR4.19 WBR4.20 WBR5 WBR5.1 WBR5.2 WBR5.3 WBR5.4 WBR5.5 WBR5.6 WBR5.7
WBR5.8 WBR6 WBR6.1
WBR6.2 WBR6.3 WBR6.4 WBR6.5 WBR6.6 WBR7 WBR7.1 WBR7.2 WBR7.3 WBR8
Centralized interface so IT can administrate and set up reporting environment via one interface, the BI Management Console: Set security on individual reports, report folders, etc. Define users and grant access to reports. Define authentication infrastructure (host, LDAP or Active Directory). HTTP/HTTPS support for standard and encrypted HTML delivery. 128-bit encryption (SSL) to send information securely. Report and Application branding. Role support enables IT to define user roles. Depending on their role, users will see different feature sets. Open architecture based on standard J2EE framework. Platform and application are server-independent. Internationalization Interface available in 12 languages: Chinese (Simplified), Danish, English, French (Standard), German, Italian, Japanese, Korean, Polish, Russian, Spanish and Swedish.
WBR8.1
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MS-OFFICE INTEGRATION HOME

Criteria Code Evaluation Parameters MS1 Data management View directly via Excel with a point-and-click query interface any data source that the BI sever can access Publish Office documents to the metadata repository and portal. Navigate through data sources larger than the 65,536-row application limit of Microsoft Excel, with excel as front end Reduce the data source being viewed via an intuitive Filter dialog, so users only browse pertinent data. Organize results for easy viewing in Microsoft Excel. Refresh imported data automatically (and rerun any queries and apply relevant filters) to ensure the most up-to-date information is available. Run multiple tasks with different data sources within one worksheet or document. General Add-In for Microsoft Office should be installed as an integrated menu option within Microsoft Word, Excel or PowerPoint, alongside other standard menus such as File, Edit, View, etc. Users can organize common analytic and reporting tasks via menu options in MS-office. Pivot Tables can be manipulated to illustrate multidimensional data from various sources. Results can be delivered as RTF (Rich Text Format) or HTML with Microsoft Word or PowerPoint, or as raw data (CSV) or HTML into Microsoft Excel, for further manipulation with native Office functionality. 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 graph on the server. Users can view and modify existing analytic reports offline with native Office functionality and refresh results once online access is obtained. Excel-based results can be exported directly to Word or PowerPoint from the Add-In toolbar or menu. Users can control the size of report to be returned. An intuitive prompt is presented whenever the result set is over the size limit that has been specified by the user. Core Weight age Important Desirable
MS1.1 MS1.2 MS1.3 MS1.4 MS1.5 MS1.6 MS1.7

MS2
MS2.1 MS2.2 MS2.3
MS2.4 MS2.5 MS2.6 MS2.7 MS2.8 MS2.9
Meets 'Out of Box'
3rd party Add-on
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ANALYTICS TOOL EVALUATION HOME

Criteria Code AN1 AN1.1 AN1.2 Evaluation Parameters Graphical user interface Intuitive wizards provide access to BI capabilities from basic reporting to complex analyses. Each wizard has a wide range of flexible options that are easily adjusted. Results can be delivered in HTML, RTF, text and/or PDF form. Most results also can be output as data sets for further analysis with other tasks. Graphs can be created as ActiveX (dynamic or image), Java Applets (dynamic or image), Gives or JPEGs. ActiveX and Java Applets permit direct interaction with the graph objects without resubmitting requests to the server. An intuitive process flow diagram facility allows users to organize, view and maintain their projects visually. Easily extend the range of business problems that can be quickly solved with the development and deployment of custom tasks that appear alongside the core product functionality. Reporting, graphical and analytical tasks Descriptive reports and analysis: basic listings, summary statistics tables, oneway frequencies tables, correlations tables and graphs, and tabular or graphical distribution analysis. Graphs: area chart, bar chart, box plot, bubble plot, donut chart, line plot, map graph, pie chart, radar chart, scatter plot, surface plot and contour plot. Analysis of Variance (ANOVA) predictive models: t-Test, one-way ANOVA, nonparametric one-way ANOVA, linear models and mixed linear models. Regression models: linear, logistic, nonlinear and Generalized Linear Models. Multivariate relationship models: cluster analysis, factor analysis, principal components, canonical correlation and discriminate function analysis. Survival analysis: life table and proportional hazards. Capability analysis: CDF plots, histograms, P-P plots, probability plots, and QQ plots. Control charts: mean and range, mean and standard deviation, individual measurements, box, p, np, u and c charts. Pareto: Pareto charts. Forecasting: data transformation, basic forecasting, ARIMA modeling and forecasting, regression analysis with autoregressive errors and regression analysis of panel data. Table analysis. 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 Exchange mail servers. Accessible local file types include: Microsoft Word Documents (embeddable in project files to help document your project work), Excel, HTML, Access, Lotus 123, Paradox, .TXT files (fixed width), ASC files (ASCII), TAB delimited files and CSV files (comma delimited). Provides access to information maps Core Weight age Important Desirable
AN1.3 AN1.4 AN1.5 AN1.6
AN1.7 AN2
AN2.1
AN2.2
AN2.3 AN2.4
AN2.5 AN2.6 AN2.7 AN2.8 AN2.9
AN2.10 AN2.11 AN3
AN3.1
AN3.2 AN3.3
AN3.4 AN3.5 AN3.6 AN3.7
Powerful, graphical query builder allows users to visually access and manipulate their data without SQL expertise: Join up large number of tables simultaneously. Graphically or programmatically subset data to reduce the results to acceptable sizes and to identify the data you require. Parameterize data to interactively filter the information needed for intelligent decision making. Organize information for easy viewing with a Select and Sort interface. Users can format existing variables and create new calculated variables. Visually build calculated variables from a comprehensive list of functions. Change column order. Preview generated query code, check the query syntax validity or copy the code for reuse in other applications. Transpose data from long, narrow data to wide, short data, etc. Rank your data in multiple ways: absolute, percentile, decide, quartiles, fractional, normal, Savage. Perform data subsets using a variety of basic and statistical methods. OLAP access, visualization and manipulation Supports drilling, slicing and pivoting as needed to explore the information, as well as the ability to drill through to the underlying detailed data. Calculation support includes: simple calculations, count analysis, relative contribution analysis and custom calculations (e.g., time series analysis). Specific views on multidimensional information can be saved as bookmarks for easy reuse. Allows for slices from multidimensional information to be surfaced to other analytical procedures for advanced analysis, including use in data mining procedures. 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 Services). Result distribution and sharing Distribute results by publishing to multiple channels, including the BI report/content repository, the Stored Process Server, printers, Microsoft Office documents and e-mail. Share results in the form of Stored Processes for use in other applications such as Add-In for Microsoft Office, Web Report development Studio or other third-party clients. Export results to other applications such as Adobe Acrobat, Microsoft Excel, Microsoft Access or Microsoft Word. Update analyses and results on a periodic basis using the native Windows scheduler. Administration and security SAS Enterprise Guide can be deployed and updated automatically via Microsoft SMS services. SAS Enterprise Guide is fully integrated with Windows/DCOM, database and SAS Metadata Server security.
AN3.8 AN3.9 AN3.10 AN3.11 AN3.12 AN3.13 AN3.14 AN4
AN4.1
AN4.2 AN4.3
AN4.4 AN4.5
AN4.6 AN5
AN4.2
AN4.3 AN4.4 AN4.5 AN6 AN4.3 AN4.4 AN4.5
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PERFORMANCE MANAGEMENT TOOL EVALUATION HOME

Criteria Code PM1 Evaluation Parameters 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 administration. Use speedometers or other customized images to signal KPI status. Associate any image to a certain threshold or range value. Users can create any number of threshold ranges. Drill down and through any element in the interface to investigate problems. The solution links to documents as well, such as reports and spreadsheets. Alerts can be customized by user. Users themselves can subscribe to receive alerts based on their own personal thresholds. Wizards drive the creation and maintenance of scorecards. Users can create, modify and maintain many parameters in bulk, such as formulas, ranges and thresholds. Parent scorecards indicate underlying problems at the child scorecard level. 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 values, colors, range icons or descriptive text. Choose from different display views, including simple table view, aggregate table view, dashboard graphs, diagrams and element association tables (which show connections between different element types, such as KPIs, objectives and perspectives). Use the Formula Editor to connect elements from various projects, scorecards, time periods, element types and elements. Lot of industry-standard formulas are included. Enter data manually using a Web browser. Include hierarchies in user scorecards. Rollups could include geography, function, production system or test system. Copy data between various hierarchies. Comment Manager Use the Comment Manager to comment on a document. Add a comment thread, add attachments to comments and sort comments by author, date or element. Data and metadata management Access data from virtually any source system, including Excel, Oracle, DB2, SAP and legacy systems. Maintain consistent metadata between BI solutions with a common data store. Administer the technology underpinnings of BI applications (i.e. metadata resources) using a centralized management framework. Dynamic diagrams Create strategy maps and process flows using a diagram editor that reads from and writes to the underlying database dynamically. Integration with Microsoft Office Use Microsoft Excel or Word for reporting and analysis from the Performance Management database. Security and role-based authorization Establish security permissions for specific elements or rows, as well as templates, projects and scorecards. Assign one or more role to each user. Roles determine which actions a user can take. Core Weight age Important
PM1.1
PM1.2 PM1.3 PM1.4 PM1.5 PM1.6 PM1.7 PM1.8 PM1.9
PM1.10
PM1.11 PM1.12 PM1.13 PM2 PM2.1 PM2.2 PM3 PM3.1 PM3.2 PM3.3 PM4 PM4.1 PM5 PM5.1 PM6 PM6.1 PM6.2
Assessment Configuratio Customizati Future Roadn on Map Not Met
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VISUALIZATION TOOL EVALUATION HOME

Criteria Code Evaluation Parameters VZ1 VZ1.1 VZ1.2 VZ1.3 VZ1.4 VZ1.5 VZ1.6 VZ1.7 VZ2 VZ2.1 VZ2.2 VZ2.3 VZ3 VZ3.1 VZ3.2 VZ3.3 VZ4 VZ4.1 VZ4.2 VZ4.3 VZ4.4 VZ4.5 Highly interactive business graphics Animated bubble plots show data with sized bubbles that move over time. 3D scatter plots with categorical and continuous data. Scatter plot matrix with categorical and continuous data. Trellis plots. Summary charts. Line plots. Needle charts. Visual querying and data filtering Handle unlimited data. Rearrange data at will. Interactive tabulation. Visual analytics Interactive simulations and optimization. State-of-the-art time series modeling. Exploratory and predictive data analysis. Leverage BI platform capabilities Analytics. Stored services. Metadata. BI code. BI reports and output. Core Weight age Important Desirable
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BUSINESS MODELING TOOLS EVALUATION HOME

Criteria Code BM1 BM1.1 BM1.1.1 BM1.1.1.1 BM1.1.1.2 BM1.1.1.3 BM1.1.1.4 BM1.1.2 BM1.1.2.1 BM1.1.2.2 BM1.1.2.3 BM1.1.2.4 BM1.1.3 BM1.1.3.1 BM1.1.3.2 BM1.1.3.3 BM1.2 BM1.2.1 BM1.2.2 BM1.2.3 BM1.2.4 BM1.2.5 BM1.3 BM1.3.1 BM1.3.2 BM1.3.3 BM1.3.4 BM1.3.5 BM1.3.6 BM1.4 BM1.4.1 BM1.4.2 BM1.4.3 BM1.4.4 BM1.5 BM1.5.1 BM1.5.2 BM1.5.3 BM1.6 BM1.6.1 BM1.6.2 BM1.6.3 BM1.6.4 BM1.6.5 Evaluation Parameters Central, secure repository for organizing models Project-based storage of models. Set up and maintain separate versions of champion and challenger models within a project: Freeze a version. Copy a version. Set a default version for the project. Champion challenger model promotion. Map prerequisite data sources used for model reporting and score code testing: Training and test tables. Score input and output tables. Performance tables. Project input and output tables. Accounting and audibility: Event logging of all major actions. User-defined notes. Attach supporting documentation (Microsoft Word documents, Microsoft Excel spreadsheets, HTML files, etc.). Prebuilt templates for registering standard data mining models: Prediction. Segmentation. Classification. User-defined template. GUI or macro model registration. Import Miner models from Data Mining platforms General properties such as model name, type of algorithm, creation date, modification date, etc. Model inputs required for scoring. Model outputs generated by scoring. Score code including preliminary transformations. Associated scoring tasks. Advanced view of the Enterprise Miner process flow diagram. Import business models: Training code. Score logic. Estimate tables. Target and input variable. Repository metadata summary report, such as: Number of models; number of scoring jobs. Model aging profiles. Frequency counts of how often each target and input variable has been used across the model portfolio. Query the model repository by attributes, such as: Type of algorithm. An input or target variable. Model creator. Model ID. Lifecycle approval user. Core Weight age Important Desirable
BM1.6.6 BM1.6.7 BM1.7 BM1.7.1 BM1.7.2 BM1.7.3 BM1.7.4
Combination of query attributes. Ability to add user-defined query keys. Secure reliable model storage and access administration: Backup and restore capabilities. Overwrite protection. Event logging. User authentication /access privilege administration.
BM2 BM2.1 BM2.1.1. BM2.1.1. BM2.1.1. BM2.1.1. BM2.2 BM2.3 BM2.3.1 BM2.3.2 BM2.4 BM2.4.1 BM2.4.2 BM3 BM3.1 BM3.1.1 BM3.1.2 BM3.1.3 BM3.1.4 BM3.1.5 BM3.1.6 BM3.1.7 BM3.2 BM3.2.1 BM3.2.2 BM3.2.3 BM3.2.4 BM3.2.5 BM4 BM4.1 BM4.1.1 BM4.1.2 BM4.1.3 BM4.1.4 BM4.2 BM4.3 BM4.4
Validate the scoring logic before exporting models to production Define test and production score jobs: Map required inputs and outputs. Add pre- and post- business modeling code. View log and results table. Create interactive graphs. Export models to Metadata Repository. Production scoring: Mining Results Transformation available in Data Integration Studio. Model Scoring Task available in Enterprise Guide. Publish model updates to different scoring channels: E-mail notification sent to subscribers. Store results to a file system or post to a corporate intranet. Monitoring and reporting on model performance during test and production life cycles Model Performance reports: Programs for summarizing scored data. Variable distribution plots. Characteristic chart. Stability chart. Lift chart. Receiver Operating Curve and Gini charts. Kolmogorov-Smirnov chart. Model Comparison reports: Model profile report. Delta report. Dynamic lift. Model monitoring report. Ad hoc report editor. Overall lifecycle management of analytical models Model lifecycle templates for collaborative project management: Basic. Standard. Extended. User defined. Task-oriented milestone completion and approval signoff. Define start and completion dates. Progress completion status reports.
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INFORMATION PORTAL TOOL EVALUATION HOME

Criteria Code IP1 IP1.1 IP1.2 IP1.3 IP2 IP2.1 Evaluation Parameters Information delivery Provides an intuitive zero-client, browser-based user interface. Allows browsing of repositories to locate applications and Stored Processes. Renders RSS content sources. Users choose live feeds from lists provided by the administrators. Search Search through information and applications in the portal by titles, keywords and descriptions. Combine various search results into portlets, publish to a channel or bookmark them for later viewing (which places them into a bookmarks portlet) so search results are surfaced in personal workspaces. Customization and personalization Customize the interface on an enterprise level to incorporate company colors and logos. Point-and-click wizards enable users to create, delete and reorder pages, add and remove content, and modify page layout to selfsufficiently organize content in their personal workspace. Expand and collapse capabilities let users consume and act on information with fewer clicks. Multiple themes can be offered in a single implementation. Users choose what best suits their needs. Internationalization Interface is translated into many languages, including English, German, Italian, French, Spanish, Polish, Swedish, Russian, Korean, Japanese, Chinese (Simplified) and Chinese (Traditional). Notification Portal pages contain portlets that are updated upon page refresh, including KPIs going out of range and other items of interest that become available. Users can point and click to generate e-mail containing passwordprotected links to portal content. Alert Notification portlet surfaces personal alerts of completed stored processes. Security Fully integrated with the security model of BI platform. Set security and group membership using Management Console. Assign content and application access based on roles. Programs can add content for specific roles and individual users. Users providing information can easily choose the correct role, which minimizes the risk of sharing sensitive information with unauthorized people. Allows utilizing 128-bit encryption (SSL) for securely sending information. Integration Single sign-on capabilities integrate the portal with other Web applications and third-party products. Extensibility A rapid portlet development and easy customization of applications. Core Weight age Important Desirable Meets 'Out of Box'
IP2.2 IP3 IP3.1
IP3.2 IP3.3 IP3.4 IP4
IP4.1 IP5
IP5.1 IP5.2 IP5.3 IP6 IP6.1
IP6.2 IP6.3 IP7 IP7.1 IP8 IP8.1
IP9 IP9.1 IP10 IP10.1 IP10.2 IP10.3
Manageability Leverage the common Metadata Architecture to reduce administration work. Support for open standards J2EE compliant Web application for zero-footprint clients (only JavaScript and Cookie enabled). WebDAV used for storing and sharing documents as well as for publish and subscribe. RSS (Rich Site Summary) content sources can be integrated and rendered.
3rd party Add-on
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FORECASTING TOOL EVALUATION HOME

Criteria Code FC1 FC1.1 FC1.2 FC1.3 FC1.4 FC1.5 FC1.6 FC1.7 FC1.8 FC2 FC2.1 FC2.2 FC2.3 FC2.4 FC2.5 FC2.6 FC2.7 FC3 FC3.1 FC3.2 FC3.3 FC3.4 FC3.5 FC3.6 FC4 FC4.1 FC4.2 FC4.3 FC4.4 FC5 FC5.1 FC6 FC6.1 FC6.2 Evaluation Parameters Time Series Forecasting System Point-and-click interface for exploring and forecasting time series data. Automatic selection of the most appropriate forecasting model for each time series. Mathematically optimized model parameters. Interactive model development facility for more experienced forecasters. Graphical display of time series diagnostics tests. Inclusion of regression variables and unusual events in the forecasting model. Diagnostic checks on fitted models. Option to statistically combine multiple forecasts. Full range of forecasting and time series methods Trend extrapolation; exponential smoothing; Winters method (additive and multiplicative); ARIMA (Box-Jenkins). Structural time series models or unobserved components models. Dynamic regression or transfer function models. Joint forecasting of multiple time series using vector time series analysis and general state-space models. Automatic outlier and event detection. Time series decomposition and seasonal adjustment. Spectral and cross-spectral analysis for finding periodicities or cyclical patterns in your data. Econometric analysis Regression with correction for auto correlated errors. Fitting, analyzing and simulation for simultaneous systems of both linear and nonlinear regression models. Multinomial discrete choice analysis. What-if, Monte Carlo simulation. Time series cross-sectional analysis. Qualitative and limited dependent variable models. Time series data management and preparation Conversion of time series from one sampling frequency to another. Interpolation of missing values. Aggregation of time-stamped transactional data into time series. More than 100 time series transformation operations. Financial analysis Interactive analysis system for time-value-of-money analysis. Access to virtually any database Commercial database vendors: FAME, DRI, Standard & Poors (COMPUSTAT), Haver Analytics and CRSP. US government data: Bureau of Economic Analysis, Bureau of Labor Statistics. International agency data: International Monetary Fund (IMF), Organization for Economic Cooperation and Development (OECD). Core Weight age Important Desirable
FC6.3
Meets 'Out of Box'
3rd party Add-on
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FINANCIAL REPORTING AND PLANNING HOME

Criteria Code FRP1 FRP1.1 FRP1.2 FRP2 FRP2.1 FRP2.2 FRP2.3 FRP2.4 FRP2.5 FRP2.6 FRP2.7 FRP2.8 FRP2.9 FRP2.10 FRP2.11 FRP2.12 FRP3 FRP3.1 FRP3.2 FRP3.3 FRP3.4 FRP3.5 FRP3.6 FRP3.7 FRP3.8 FRP4 FRP4.1 FRP4.2 Evaluation Parameters Dynamic consolidation Bi-directional, dynamic, secure link to the common data repository. On-demand access to actual and planning data. Accounting logic Support for multiple accounting standards and partial ownership consolidations. Manual journal adjustments. Balancing rules. Allocations. Automatic time aggregations (e.g. year-to-date). Intercompany eliminations. Roll-forward of retained earnings. Multiple exchange rate sets. Currency translation adjustment for single and multiple accounts. Calculated rates such as cost per product and price per gallon. Special data dimension that classifies and tracks changes to source data from external systems or data entry forms. Budgeting and planning Rolling forecasts. Driver-based, top-down and bottom-up budgeting. Enterprise wide collaboration. Workflow control. Budget-cycle seeding. Advanced analytics for intelligent forecasting. Supplementary schedules. On-demand consolidation for enhanced what-if scenario modeling. Data management Common data model for integration with other solutions. Extraction, transformation and loading from virtually any data source, including ERP systems, RDBMS and Excel. Validation of data while importing - Financial Management checks for missing dimension values, trial balance debit or credit and intercompany activity that has been tagged for internal and external trading. Automatic generation of error reports when data importing fails. Information delivery Create reports in Microsoft Excel. Access shared reports. Publish and subscribe to automatic notifications for key information, such as KPIs. Manage workflow for individual users. Automate data flow, thus minimizing the time users spend gathering data. Core Weight age Important Desirable
FRP4.3 FRP5 FRP5.1 FRP5.2 FRP5.3 FRP5.4 FRP5.5
Meets 'Out of Box'
3rd party Add-on
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Execution-MiH BI & Data Management Tool Evaluation H

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Updates in Version 2.0 (released Sept 1, 2011)

VENDOR Profile Evaluation Matrix

Company structure Legal Entity

Please provide some information on Shareholding pattern of your company?

Fit with Strategic Plans

Management strength Quality of senior management in COUNTRY and REGION?

What relevant experience can they offer?

Implementation record across diverse markets / startups

CUSTOMER feedback / references

Project team experience

Project Structure Project team structure

Project timelines Quality Process robustness / Quality certifications

Governance model Governance arrangement and structure

Partnerships and Alliances Implementation partner

ile Evaluation Matrix

Proper documentation of answers

Project team highly experienced and adequately resourced.

VENDOR Delivery Evaluation Matrix

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

Documentation scope and availability

Production Support Structure

ery Evaluation Matrix

User procedures, troubleshooting guide, induction packs, etc

METADATA MANAGEMENT TOOL EVALUATION

Weight age Important Desirable Meets 'Out of Box'

Assessment 3rd party Add-on Configuration Customization Future Road-Map

VENDOR Evaluation Commercial and Contractual M

<The reference documentation and information sources>

Licensing aspects of the supporting software systems?

Billing linked to business performance and usage.

Can billing be linked to the business performance & success?

Convert capex to opex

Leveraging of existing infrastructure

Post-Implementation Commercials Post Implementation SLA for production support

Scope of post-implementation support

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

Estimated post-implementation support cost.

Post Implementation SLA for development support

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

General Commercials (L1) Performance warranties for implementation

Performance warranties postimplementation

mmercial and Contractual Matrix

<What can be the ideal offering expected from VENDOR>

<Weight age of paramet ers> 100 40

Entire billing can be in local currency

DATA INTEGRATION TOOL EVALUATION

Weight age Important Desirable Meets 'Out of Box'

DI2.1 DI2.2 DI2.3 DI2.4 DI2.5 DI2.6

DI4.1 DI4.2 DI4.3 DI4.4 DI4.5 DI4.6 DI4.7 DI4.8 DI4.9

DI5.1 DI5.2 DI5.3 DI5.4 DI5.5 DI5.6 DI5.7