BI RFP

Request for Proposal (RFP)

BUSINESS INTELLIGENCE (BI) SYSTEM RE-DESIGN

This RFP is meant to aid the re-design and processes involved in making a business decision

as regards the Business Intelligence System for the Organisation. It is also intended to give

a broad and better overview of the business and system requirements for the development

of Dimensional reports for our Organisation.

Document Control

Document Author Ayodotun Alamu

Issue Date 10th July 2013

Version 1.0

Reviewed By Babatunde Fajemirokun

Document History

Version Issue Date Changes

Document Approval

Role Name Signature Date

Senior Manager –

Technology Services

Seyi Ogunlaru

General Manager –

Technology & Operations

Babatunde

Fajemirokun

Contents 1 INTRODUCTION ............................................................................................................................... 5

1.1 Company Overview ....................................................................................................... 5

1.2 Proposal Preparation and Associated Costs ........................................................ 6

1.3 Contractual Statement ................................................................................................ 6

1.4 Proposal Validity ............................................................................................................. 6

1.5 Abbreviations and Definitions ................................................................................... 6

2 Requirement ..................................................................................................................................... 7

2.1 Objective ........................................................................................................................... 7

2.2 Our Goal – Where we want to be ........................................................................................ 7

2.3 Scope .................................................................................................................................. 8

2.4 Existing Technology Environment ........................................................................... 8

3 SUPPLIER RESPONSE INSTRUCTIONS ................................................................................... 9

3.1 RFP Queries ...................................................................................................................... 9

3.2 RFP Delivery .................................................................................................................... 9

3.3 RFP Response Format .................................................................................................. 9

3.3.1 Supplier Profile ....................................................................................................... 9

3.3.2 Customer Reference ............................................................................................. 9

3.3.3 Pricing ...................................................................................................................... 10

3.4 Oracle Business Intelligence Reporting Requirements ................................. 10

3.4.1 Reporting Requirements ................................................................................... 10

3.4.2 Data Query Requirements ................................................................................ 11

3.4.3 Data Management Requirements/Features ............................................... 12

3.4.4 Integration Requirements ................................................................................ 12

3.4.5 Analytical Requirements .................................................................................... 13

3.4.6 Information Delivery Capabilities .................................................................. 14

3.4.7 Administration and Data Security Requirements .................................... 15

3.5 Additional Information ............................................................................................... 16

3.5.1 Requirements Validation ................................................................................... 16

3.5.2 Solution Overview ............................................................................................... 16

3.5.3 Business Process Definition ............................................................................. 16

3.5.4 Project Plan ............................................................................................................ 16

3.5.5 Risk Management ................................................................................................ 16

3.5.6 Change Control ..................................................................................................... 16

3.5.7 Success Criteria .................................................................................................... 16

3.5.8 Delivery Methodology ........................................................................................ 16

3.5.9 Knowledge Transfer & Training ...................................................................... 17

3.5.10 Implementation Team Structure ............................................................... 17

3.6 Summary ........................................................................................................................ 17

4 RFP PROCESS ................................................................................................................................. 17

4.1 Evaluation and Selection Process .......................................................................... 17

4.2 Evaluation and Selection Criteria .......................................................................... 18

4.3 RFP Timetable ............................................................................................................... 19

5 General Terms and Conditions ................................................................................................ 19

6 APPENDIX ........................................................................................................................................ 20

6.1 Sample Dash boards ........................................................................................................... 20

6.1.1 Sample 1 ..................................................................................................................... 20

6.1.2 Sample 2 ..................................................................................................................... 20

6.2 Some Reports Intelligence reports ..................................................................................... 21

1 INTRODUCTION

1.1 Company Overview AIICO Insurance Group, with its headquarters in Lagos, Nigeria, is a leading insurance

company in Nigeria. Hereinafter, Aiico Insurance Group will be referred to as “AIICO”

as

a matter of convenience and reporting.

AIICO Insurance Plc. commenced operations in 1963, and became a public liability

company in 1989. In 1990, we got listed in Nigerian Stock Exchange. AIICO Insurance

Plc. is the largest Life Insurer in Nigeria.

While our stability, strength, security and trust over the years have placed us at a

better advantage in all classes of Life Assurance, our global affiliations have also enable

us to provide the widest range of Non-Life insurance solutions to our clients.

With 50 years of existence, 33 branch offices and over 4000 agents, we are the

household name in Insurance in Nigeria.

AIICO Insurance Plc. is the largest and one of the most profitable insurance companies

in Nigeria. It is therefore imperative that the AIICO equips itself with a modern-day,

state-of-the-art Business reporting tool to know its current position in the market and

also drive productivity.

At present we have an enterprise application running on an Oracel database providing

basic product report. However, for additional reporting needs, an Oracle BI tool was

implemented without having a database warehouse. It was built relationally and

therefore reads from the live database real time whenever a query is issued from BI.

The nature of this processes has made it difficult to get timely summary reports of our

sales performance across a number of dimensions: sales by agent, sales by region, sales by field manager, sales by Small Business Units (SBUs), weekly sales, monthly

sales etc. As a consequence, the organization is not easily able to report on sales

trends and identify opportunities for improvement in terms of sales.

The organization would also like to be able to perform comparisons across product

sales to identify cross-selling opportunities for our sales agents.

Our marketing department would also like to have visibility into sales data broken

down by product-brand and region in order to determine the effectiveness of

campaigns and identify opportunities for new marketing strategies. Since all of our

queries and reports must be managed through the Technology department, the

marketing department must wait weeks before getting the reports it needs. We are

in a highly competitive market and require much more agility to respond to any

changes in market trends.

We have undertaken a fairly good implementation exercise for the BI reporting

system but we are looking at reviewing the implementation.Our goal is to to automate

the building of parameterized reports for management in both our sales and

marketing team. We would like to provide sales and marketing managers with

dimensional analytical capabilities. Ultimately, our goal is to educate key

management user groups to conduct ad hoc querying and reporting, and reduce the

burden on our Technology department. In the near future, we anticipate that financial

business analysts will require much more robust model building and analytical

capabilities to perform better trend and sales forecasting analysis.

1.2 Proposal Preparation and Associated Costs

The Recipient accepts all liability for all their costs associated with the preparation and

submission of their Proposal and the attendance at meetings, presentations or such other

site visits as may be required in connection with this RFP.

1.3 Contractual Statement This RFP is valid until the 30th August 2013

With the exception of the above clause relating to confidentiality and intellectual

property rights, neither this Proposal, nor the information contained herein shall

constitute a legally binding agreement between your company and AIICO Insurance

Plc.

1.4 Proposal Validity All terms and conditions, including price and discount schedules submitted by

Respondents will be valid for a period of not fewer than 90 days following the date of

submission of their proposal. Respondents are required to state this guarantee or

better in their proposal.

1.5 Abbreviations and Definitions

For the purposes of this RFP, the following abbreviations or terms have the meanings

indicated below:

a. RFP – Request for Proposals Project No. ……………., dated ……

b. BI - Business Intelligence

c. SBU - Small Business Units

d. CRM – Customer Relationship Management

e. HRMS - Human Resources Management System

f. FMS - Financial Management System

g. LMS - Life Management System

h. GIS - General Insurance System

i. DBMS - Database Management System

j. OLAP - Online Analytical Processing

k. P&L - Profit and Loss

l. ETL - Extract, Transform, Load

2 Requirement

2.1 Objective Aiico Insurance is soliciting proposals from qualified vendors to provide to review and

re-design the Oracle BI reporting system that will produce reports to meet out

immediate and future needs. We look forward to generating Business reports with the

aid of the Oracle BI tool and also to aid management decision making processing

through the use of dashboards and also automating the Oracle BI publisher to send

performance reports to the mails of selected top executives.

The purpose of this Request For Proposal (RFP) is to invite prospective vendors to

submit a proposal to review the Business Intelligence solution in AIICO Insurance

and propose a new architecture for the reporting system. The RFP provides vendors

with the relevant operational, performance, application, and architectural

requirements of the system.

2.2 Our Goal – Where we want to be

Please note that for the case of AIICO Insurance, there is only one data source (Oracle) but we will grow to other data

sources in the nearest future.

2.3 Scope This RFP defines the requirements for an Oracle BI reporting system to include, but not

restricted to, the following;

Provide a proposal with an understanding of our needs as stated in the requirements

and a solution to close the gaps identified.

Provide a data warehouse (not necessarily a big one for now but it should be

scalable ) that can generate user defined and ad-hoc reports as required by the

management team and sales force.

Provide dashboard with data about performance (overall profitability, agents

profitability, sales team profitability, expense and revenue analysis).

Provide graphs and trends information that can assist with marketing campaigns.

Automate the Oracle BI Publisher to reports to management team

Training of AIICO Technology staff on the development of other reports as required

Respondents are invited to bid for all services as defined in this RFP. The scope of the

response should be determined by the Respondents‟ ability to meet the functional and

technical requirements as defined.

2.4 Existing Technology Environment

The following is a listing of our current technology environment.

Database Environment: Oracle 10g Database

Transactional Systems: TurnQuest Everest Insurance ERP Suite(TurnQuest

CRM,TurnQuest FMS,TurnQuest HRMS,TurnQuest GIS,TurnQuest LMS)

Legacy Systems - Travel Application

Server operating system (s) (Linux, Windows Server)

Web Services: Oracle Web logic

Desktop operating system (s) (Windows Version, Linux Version)

3 SUPPLIER RESPONSE INSTRUCTIONS

3.1 RFP Queries Our objective is to ensure that we provide your company with all the information you

require in order for you to respond to this RFP.

All enquiries concerning any aspect of the Proposal and / or documentation should be

made strictly in writing and sent by post or E-mail to:

Ayodotun Alamu

AIICO Insurance Plc

Plot PC 12 Afribank Street

Victoria Island, Lagos

[email protected]

By: 29th July 2013

3.2 RFP Delivery All RFP responses must be submitted no later than 29th July 2013

Please submit to: [email protected] and copy: [email protected]

Please do not submit a standard ‘sales’ document which does not attempt to

address the questions raised in this RFP.

3.3 RFP Response Format The purpose of this section is to provide additional insight into the information content

which should be included in your response to the RFP.

3.3.1 Supplier Profile

Provide a brief overview of your company and product. Include history, experience and

financial information.

3.3.2 Customer Reference

Please provide at least three references that have contracted for the same or similar

products and services. References with similarities to our business type would be more

appropriate.

Please note that references will be contacted as part of the due diligence phase of

supplier selection.

3.3.3 Pricing

Please provide estimates for the following areas where applicable.

Software license costs

Hardware costs

Professional Services costs

Other costs

3.4 Oracle Business Intelligence Reporting Requirements

3.4.1 Reporting Requirements

1. Pre-defined Reports

A set number of pre-packaged reports are available to the user from the BI

system.

2. User-defined Reports

The user should be able to create their own reports based on their defined set

of criteria from within the BI system.

3. Report Formats

Multiple display options for generated reports (e.g. PDF, Excel, Web Report

etc.).

4. Dashboard/Scorecards for Key Indicators

The system should include a set of metrics that provide an “at-a-glance”

summary of a departmental (e.g. sales) or line of business performance (e.g.

service department).

5. Interactive Report Capabilities

The system includes tools that analyze data from a lower and higher

level of the hierarchy (drill down/ roll-up), filter, sort, find, outline

view of data etc.

6. OLAP Viewer

The OLAP viewer must be intuitive for end users in terms of drill and pivot

functions. Charts must be drillable. The tool must support user-defined

hierarchies and/or user defined calculations and have write back

capabilities.

7. Spreadsheet View

Tool easily supports the export of data into Microsoft Excel formats and

enables data updating/refresh of standard reports within Excel. Formatting

is retained when data is viewed in Excel.

8. Exception Reporting

The ability to generate reports as a result of critical business events (e.g.

sales for a given region fall below defined threshold).

9. Web-based Authoring

Reports can be built using Hypertext Transfer Protocol (HTTP) enabling web

sharing and display.

10. Document Layout and Cosmetic Control

Report formats allow for multiple objects to be viewed in a single document

and have columnar, cross-tabular, and banded displays with multiple report

tabs and pivot capability. Easy to modify report layout, fonts and colors for

design team and/or ad hoc users.

11. Graphical Capabilities

Tool supports a rich variety of graphical displays (2D, 3D, multiple scales,

split scales, maps, custom etc.) and chart types (pie, bar, stacked bar, line,

histogram, radar, etc.).

12. Report linking

The ability to link reports to one another (e.g. via hyperlinks).

13. Report Prompting

The ability to create reports that prompt end users for content and

constraints. Prompt types include: column prompts, filter prompts,

hierarchical prompts. Other prompt features allow prompts to be saved,

drop down lists etc.

14. Report Development/Ease of Use

Reports can be built using WYSIWYG interface and report design wizards for

common report types.

3.4.2 Data Query Requirements

1. Query Multiple Data Sources

The ability to query and present multiple types of data sources (Relational,

XML, CSV, OLAP, Web Services etc.) and multiple data structures (i.e. multiple

schemas, aggregated data) in a single business view..

2. Complex Queries

The ability to enable calculated conditions in queries, apply filters, subquery

and/or use of set operators (Union, Intersection…) to define queries.

3. Scheduled Queries

The ability to run queries at scheduled times/intervals and/or relevant business

events

(e.g. for compliance reporting).

4. Readable and Modifiable SQL

Queries are written in easy to understand SQL commands which can be

readily modified by ad hoc users to facilitate greater query control.

5. Multi-pass SQL

Reports can be broken down into to components which can be separately

queried but in parallel to improve performance.

6. High Volume Queries

The ability to query and report on more than 64K rows of data.

7. Ad-hoc Query Generator

The user can easily create their own queries based on their own defined set of

criteria.

3.4.3 Data Management Requirements/Features

1. Data Quality Tools

The vendor has data quality tools (profiling, cleansing, etc.) and

methodologies to support the preparation of data for business

intelligence applications and reporting.

2. Master Data Management Tools

The vendor has master data management tools and methodologies to

support the preparation of a system of record for business intelligence

applications and reporting.

3. Metadata Management

Tool enables the creation, consolidation, ongoing auditing and reporting on

enterprise wide metadata.

3.4.4 Integration Requirements

1. Open Application Programming Interfaces (APIs)

The tool has SOAP and WSDL compatible APIs that enable the integration of

reporting services with other applications.

2. Native Application Integration

The toolset integrates seamlessly and natively with other enterprise

applications (e.g. Salesforce, SAP etc.).

3. Data Integration

The suite has data integration tools available that enable batch integration (e.g.

ETL) and/or data federation.

4. Batch Updates

The system allows users to request records, make updates to the records,

and then send the record updates back to the data source at some other

time without maintaining a connection to the database.

5. Interactive Updates

The ability to change information in real time.

6. Data Warehouse Write Back

The ability to have record changes and write them back to the data warehouse.

3.4.5 Analytical Requirements

1. OLAP

Specify the desired requirements for OLAP: architecture (relational, multi-dimensional, or hybrid), capacity of cubes, calculations, load capabilities,

development approach and/or support for 3rd

Party tools.

2. Forecasting/Planning Tools

Tools that help to estimate future customer behavior, sales trends, what-if

analysis and market trends based on compiled data are available in the

system.

3. Statistical Modeling Tools

The system can generate a statistical expression or equation developed to

describe the behavior of the dependent variable based on a known

independent variable.

4. Regression Analysis

The system includes a regression analysis tool – it is used to estimate or

predict the relative influence of more than one variable on something.

5. Planning, Budgeting and Financial Functions

Tool enables a standard planning and budgeting operations and

calculates standard financial functions (e.g. net present value – NPV

etc.)

6. Dedicated Analytical Business Application Suites

The tool has dedicated applications enabling functional or LOB analysis

(e.g. talent management, activity based costing, business performance

management etc.).

3.4.6 Information Delivery Capabilities

1. Report Bursting

The ability to send out single reports to multiple locations at the same time.

2. Time-Based Scheduled Reporting

The ability to send out reports to multiple locations at defined times intervals.

3. Event-Based Scheduled Reporting

The ability to send out reports at key reports to multiple locations after

critical business events (e.g. month end reports, quarterly reports etc.).

4. Alert/Alarm Capabilities

The system includes an automatic notification system that can be triggered to

alert a user when a defined event occurs (e.g. sales drop more than 15%).

5. Versioning and/or Report Archiving

The tool has the ability to keep records of report versions and archive older

reports.

6. BI Search

The ability to search databases to find reports and unstructured data.

7. Dedicated BI Portal

Provides users with a dedicated and personalized access to organizational

data through a single portal interface, where they can collaborate and share

data. Enables remote access.

8. Integration with 3rd

Party Portals

Confidential – Do Not Copy, Forward or Circulate without Formal Authorisation

Tool can publish reports and data to 3rd

Party tools like SharePoint.

9. Mobile Device Support

Tool enables access to data via handheld mobile devices (e.g. iPhone or

Blackberry). Alerts/notifications can be sent to handheld devices.

3.4.7 Administration and Data Security Requirements

1. Directory Services

The tool enables directory services (e.g. LDAP or NT) to administer access and

policy controls over data/report access through named user groups.

2. Table Level Security

Controls enable administrators to restrict access to data at the table level in

databases.

3. Column Level Security

Controls enable administrators to restrict access to data at the column

level in databases.

4. Row Level Security

Controls enable administrators to restrict access to data at the table level in

databases.

5. User Profile Controls

Restrict user access to functionality based on user profiles.

6. Usage Monitoring

Monitor and report on system usage by end users.

7. Document Locking and Check

Out

Enables documents to be looked and checked out ensuring version control and

tracking when reports are modified.

AIICO INSURANCE ORACLE BI SYSTEM RE-DESIGN RFP

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3.5 Additional Information Prepare and submit narrative responses to address the following items:

3.5.1 Requirements Validation

Please ensure that AIICO Insurance‟s requirements are fully understood; the organization

welcomes any request for additional information, therefore please use the addresses

included in the preceding section to field any request for additional information.

3.5.2 Solution Overview

Describe how your proposed solution will solve Aiico Insurance‟s challenges. Provide

comments on system requirements, the perceived completeness of the project scope,

potential issues arising, spotted opportunities and specific advantages that you have over

your competitors.

3.5.3 Business Process Definition

Describe your experience of working with a client on an Oracle Business Intelligence

Implementation Project.

3.5.4 Project Plan

Aiico Insurance Plc and her subsidiaries would like to deploy the solution by the end of July

2013. When may your organization have the availability to begin this effort if selected as

our preferred solution provider? Please provide a milestone project plan that spans all the

project stages.

3.5.5 Risk Management

What is your approach for managing risks?

3.5.6 Change Control

Many projects encounter essential deliverables that had not been anticipated. Describe how

changes will be accommodated should adjustments need to be made to the original project

scope.

3.5.7 Success Criteria

What do you consider to be the critical success factors on this project?

3.5.8 Delivery Methodology

Provide information regarding your delivery methodology; this should be framed in terms of

the various stages associated with the project. Please define the stages, key deliverables

and roles of responsibility as defined by your methodology.

Specific to this project requirement, please indicate the likely duration of each project phase

up to go-live in days and, of that, how many client man days and supplier man days are

expected to be required.

AIICO INSURANCE ORACLE BI SYSTEM RE-DESIGN RFP

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3.5.9 Knowledge Transfer & Training

Please identify the steps involved in familiarising the Organisation‟s personnel with all

aspects of the administration and use of the proposed application. This should include any

recommendations which you might have regarding training programs.

3.5.10 Implementation Team Structure

Please provide a project organization chart and a resource plan indicating which roles are to

be filled by Aiico Insurance Plc and her subsidiaries resources and Supplier resources.

Define the work of each role. In addition, please specify the person within your organization

responsible for the overall success of the project.

3.6 Summary

Please advise us of:

The benefits of your proposal

Why Aiico Insurance Plc and her subsidiaries should consider placing your company

on the final shortlist

Anything else that supports your proposal

4 RFP PROCESS

4.1 Evaluation and Selection Process As intimated earlier, an „Evaluation and Selection process‟ will seek to identify a preferred

supplier that will deliver a state-of-the-art Contact Centre Solution.

The Evaluation and Selection process is designed to:

Ensure that Aiico Insurance Plc and her subsidiaries maximises its prospects for

success by having a thorough, structured and well-informed process;

Ensure that the selection process is fair, objective, transparent and auditable;

Ensure that all interested parties have a clear understanding of the process and that

there is good „ownership‟ of the selected supplier and solution;

Though budget limits are important, the lowest cost will not necessarily carry the highest

weighting when evaluating a supplier‟s proposal. The degree of fit (solution functionality)

and supplier viability will often be of far greater importance.

AIICO INSURANCE ORACLE BI SYSTEM RE-DESIGN RFP

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4.2 Evaluation and Selection Criteria The following table defines the key evaluation criteria and method of assessment:

CRITERIA

METHOD OF ASSESSMENT

Overall suitability

Broad assessment based on such things as:

How relevant are the suppliers (industry sector)?

Can the supplier work well with Aiico Insurance Plc

(culture fit)?

Does the supplier demonstrate understanding of

Aiico Insurance‟s needs?

Overall quality and

timeliness of the supplier

RFP response

RFP response receipt date

Subjective assessment based on overall appearance and

quality of the response

Degree to which the

proposed solution meets

the Statement of Key

Requirements

Subjective assessment of the overall Proposal as

described within the RFP response

Detailed, line-by-line evaluation of the supplier‟s

responses contained within the statements of

requirements (i.e. a detailed „Fit Analysis‟)

Supplier viability and

stability

Evaluation based on analysis of the supplier responses

contained within the RFP – including such things as:

Turnover

Number of employees

Longevity

Track record – especially ability to deliver on time

and budget

Reference sites

Supplier cost Evaluation of the estimated costs, and comparison with

other supplier responses

The overall credibility of

the proposed solution

Assessment of the credibility of the solution (including a

view as to the supplier‟s ability to deliver the proposed

solution in the required timescales) based on:

The Proposal Summary

The Presentation(s) of the Proposal

AIICO INSURANCE ORACLE BI SYSTEM RE-DESIGN RFP

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CRITERIA

METHOD OF ASSESSMENT

The quality of the

reference calls

Assessment of the credibility of the Solution (including a

view as to the supplier‟s ability to deliver that Solution in

the required timescales) based on:

Feedback from reference calls

Intangible evaluation

criteria

Subjective evaluation of the supplier relationship during

the selection process

The price and other

commercial terms

Initial cost estimates and, ultimately, the supplier‟s final

cost of agreed services – the „best and final offer‟

(BAFO)

Agreement on mutually acceptable contract

N.B: Aiico Insurance reserves the right to select or reject any or all responses based upon

various criteria as defined.

4.3 RFP Timetable The following table outlines the planned key dates for the Evaluation and Selection process,

which are tentative at this time:

ACTIVITY DATE

Due Date for RFP Response / Proposal 29th July 2013

Initial Response Evaluation Completed 31st July 2013

Presentation by Shortlisted Suppliers 7th August 2013

Aiico Insurance Technical Review 8th August 2013

ECC Negotiation/Final Selection 15th August 2013

5 General Terms and Conditions

AIICO INSURANCE ORACLE BI SYSTEM RE-DESIGN RFP

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All standard terms and conditions will be finalized as a part of the contract negotiation

phase.

Vendors are asked to submit copies of ALL master contracts and agreements that would

become part of a final agreement if a contract were to result.

6 APPENDIX

6.1 Sample Dash boards

6.1.1 Sample 1

6.1.2 Sample 2

AIICO INSURANCE ORACLE BI SYSTEM RE-DESIGN RFP

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6.2 Some Reports Intelligence reports

The following are some critical performance reports that will be required but not limited to this.

Cash collection per policy

P&L per SBU

P&L per product

Trend analysis

Expense analysis – overheads and underwriting expenses

Overheads per department and per division

Broker performance

Agency performance

Trends in claims,