Financial Business Intelligence

Contents

Foreword
Introduction

Pt. 1 Evolution of Financial Business Intelligence 1

1 History and Future of Business Intelligence 3
2 Leveraging the Power of Business Intelligence Tools 31
3 Why Consider a Financial BI Tool in Your Organization? 47

Pt. 2 BI Technology 67

4 Platforms and Differences in Technology 69
5 Performance: Getting Information on Time 75
6 Building the Datawarehouse/Mart 83
7 Front-end Analytic Tools 91
8 Security 101
9 The Internet's Impact on Business Intelligence 103

Pt. 3 Software Evaluation and Selection 107

10 Selecting a Business Intelligence Solution 109
11 Software Evaluation: Factors to Consider 119
12 Outsourcing: The New Alternative 129
13 Buyer's Guide 135

Pt. 4 Implementing a Business Intelligence System 145

14 Project Planning 147
15 Dotawarehouse or Data Mart? 157
16 Multidimensional Model Definition 161
17 Model Maintenance 173
18 Financial Data Modeling 177
19 Survey of Datawarehouse Users 191

App. A Sample RFP 199
App. B Software Candidate Evaluation and Rating Sheet 221
App. C Sample License Agreement 223
App. D Sample Confidentiality and Nondisclosure Agreement (Sales/Demo Process) 229
App. E Sample Support Plan/Agreement 233
App. F Sample Project Plan 235
App. G Sample Consulting Agreement 237
App. H Vendor Addresses 241
App. I References and Further Reading 249

Glossary 251
Index