Client Profile:

Your Name:

Position Title:

Telephone #:

Fax:

E-Mail:

Corporate Name:

Address:

Country:

Web Site:

Parent/Subsidiary
Corporation Affiliations:

Industry:

Headquarter Location:

Other Operating Units/Companies:

Total # of Employees:

Total Annual Revenue:

Fiscal Year Begins:

Is your company:

Publicly Traded
Privately Held
Non-Profit
Government

President:

Chief Financial Officer:

Vice President, Sales/Marketing:

Vice President, Information Systems:

Vice President, Operations:

Business Issues:

What are your current problem areas where the information doesn't get to the right people, or where those people are not receiving the information in a format they can use?

What are your future business data analysis goals (i.e., what business factors do you hope to be better able to monitor, identify)?

What is your daily transaction volume in the areas you want to analyze (for example, the number of invoices, average number of line items per invoice, purchase orders, claims, admissions, loans, service units, etc.)?

If you are a manufacturer or wholesale distributor, please indicate the number of:

Customers you service:

Products in your inventory:

Salespeople and/or dealers/distributors:

Is the area of concern under the domain of a single manager?

Yes
No

If no, please identify key managers:

What is your current interest in the business intelligence area? (Check all that apply)

Financial Analysis

Customer/Sales/Inventory Analysis

Performance Dashboards

Query and Reporting

Multidimensional "OLAP"

Easier Access to DB2 for i5/OS from Windows and Web Interfaces

Data Warehousing

Data Mining

Data Security

Have you evaluated other offerings?

Yes
No

If yes, which ones?

Do you have a proposed budget for the project?

Yes
No

If yes:

< $50K
$50-100K
>$100K

Do you have a time-line for implementing a data warehousing project?

Yes
No

If yes, please describe:

How familiar are you and your upper management team with data warehousing?

Very Familiar
Modestly Familiar
Just Beginning to Discuss

Is your CEO, CFO or other senior decision-maker involved, supportive and interested in this project?

Yes
No

If no, please specify when you plan to seek his/her support.

Senior Managers with potential interest in a Business Intelligence or Data Warehousing project:

Have you determined how you will measure your payback on this project?

Yes
No

If yes, please describe:

Are you and/or your management team supportive of the System i as a data warehousing platform?

Yes
No

Have you spoken with an IBM Representative about data warehousing?

Yes
No

If yes, please identify:

Information Systems Environment:

What are your primary business application software systems (i.e., financial, inventory, payroll, human resources, customer orders, manufacturing, distribution, loans, patient records, etc.)?

Are any or all of these applications licensed from a software vendor?

Yes
No

If yes, please identify the vendor and applications:

Who is your IBM Business Partner?

If you are running vendor-developed software applications, are you currently receiving ongoing support or software updates from any vendors?

Yes
No

Have you consulted with any of these software providers about your interest in data warehousing?

Yes
No

Do you expect to replace any of your mission-critical software applications within the next year?

Yes
No

If so, which ones and how do you see this affecting your data warehousing goals?

Is the System i your primary computer operating environment?

Yes
No

If not, please identify your primary computer operating environment:

Is your data on a single CPU or multiple CPU's?

Single
Multiple

If multiple, please describe where these CPU's are located, and what applications are operating on each:

What other, if any, data bases are you using to store transactional data (e.g., SQL Server, MySQL, DB2 on other platform, Oracle, Access, etc.)?

Are you storing important data in a non-relational data base system?

Yes
No

Do you want your data warehouse to incorporate data from these non-System i data bases?

Yes
No

Can you estimate how much data you will periodically need to update in your data warehouse?

How frequently will you need to update/refresh your data warehouse?

Real-Time Nightly Weekly Monthly Other

If Other, please specify:

What is your window during the night or week for performing the data warehouse update?

Do you currently operate your System i on a 24 x 7 basis?

Yes
No

How many IS staff members do you currently employ? (Please specify number of each.)

Programmers/analysts:

Managers:

Operations:

Network:

Outside consultants:

Worker Skills and Tasks Inventory:

How are queries, reports and business analysis tasks performed currently?

IBM Query/400 SQL ODBC Queries from Windows PC-based Query/Reporting Software Compiled Reports Application Specific Report Writers File Transfers to Spreadsheets, Databases Third-Party or Custom Executive Information System Other

Business Intelligence Work Environment:

How many people will need to access the data warehouse?

How many people will typically be simultaneously retrieving and analyzing data?

Can you categorize the types of work these users will be performing?

Query and Reporting Multi-Dimensional Analytical Processing Download of Data to Spreadsheets and Data Bases Data Mining Dashboard Viewing/Updating Other

If you selected Other for categorizing types of work, please identify:

For those running queries and reports, do you see these as mostly pre-defined or ad hoc queries and reports?

Pre-Defined
Ad Hoc

Do you have any specific questions or concerns regarding business intelligence or data warehousing in your company?

Yes
No

If yes, please explain:

Please indicate your preferred method of communication for future NGS correspondence:

Phone

Email

Mail

How did you find our website?

E-Mail Blast Mailer Banner Ad Telemarketing Publication Ad Trade Show Directory Other

If you selected Other, please specify: