Qlik UKI Consulting Services Catalogue

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1 Qlik UKI Consulting Services Catalogue The key to a successful Qlik project lies in the right people, the right skills, and the right activities in the right order

2 Table of Contents Introduction Qlik Care + 5 Quality Assurance 6 Qlik Foundation 7 Development & Application Architecture 9 System Architecture 10 Application Discovery 11 Architecture and Infrastructure Review 12 Application Review 13 Security & Integration Workshop 14 Platform Upgrade 15 Qlik Migration 16 Centre of Excellence Assessment 17 Scalability Test 18 Service Catalog

3 Introduction QLIK CONSULTING HELP YOU ACCELERATE TIME TO VALUE, MITIGATE RISK AND IMPROVE ROI Analytics has become a valuable and necessary capability of modern enterprises, which operate in an environment of extreme supply chains, compressed product life cycles and demands for total data transparency. To address these challenges business needs broader, more agile, more intuitive analytic deployments to make better informed decisions in less time and with less risk to stay ahead of the competition. Expanding and managing a Qlik deployment across an enterprise requires a different approach to that traditionally employed in Business Intelligence. With the right approach, Qlik is radically easier and faster to deploy than those traditional Business Intelligence solutions. With expertise and best practices from more than 2700 implementations, Qlik Consulting Services can help lay the proper foundation and provide guidance and assistance in implementing Qlik for success. Entrust your implementation to those who know Qlik the best Accelerate your deployment with Qlik best practices Reduce the risk and control the costs of implementation with Qlik Consulting s extensive experience and expertise QLIK CONSULTING SERVICES' MISSION IS TO HELP YOU TO MAXIMIZE THE VALUE OF YOUR INVESTMENT IN QLIK. Qlik consulting can be engaged to lead and execute, to collaborate or to coach you and your delivery partners to get the best from Qlik. Qlik Consultants implement or work side by side with your project team to discuss and define the overall Qlik architectural design, initial application designs, and the longer-term Qlik implementation roadmap. Our services framework ensures that you can meet not only your initial discovery goals with Qlik but your future needs as well. Service Catalog 3

4 About this Catalogue This catalogue describes each service offering, including the following for each: Challenges that the service addresses Benefits to your organization Delivery mode Key outcomes As business users and executives see data becoming immediately more visible and meaningful to the business, they will quickly adopt technology and applications. With careful planning, a shared Qlik platform can deliver broad new capabilities to a business while reinforcing IT policies already in place. The first steps are to recognize and plan for your new or expanding Qlik environment, with processes that acknowledge the stages of development and a solution architecture which provides a robust, yet flexible, approach to expansion. Qlik Consulting can help you develop and implement a Visualisation and Business Discovery platform which is customized to your enterprise while leveraging the best practices from Qlik consultants and customers worldwide. Aside from these specific Service Offerings, Qlik Consulting can assist also undertake whole-lifecycle implementations. We look forward to discussing next steps with you and demonstrating how Qlik Consulting can help you get the maximum value out of Qlik. For more information about our Qlik Consulting Services offerings, please contact Service Catalog

5 Qlik Care + The Qlik Care + service works as an extension of your company s internal resources, providing you with superior levels of expertise and personal attention from a dedicated specialist team. The Qlik Care + service extends Qlik s world-class customer experience by providing an additional level of proactive and preventative service. The Qlik Care + service is a cost-efficient way to protect and nurture your business discovery platform infrastructure and solutions, giving you fast access to Qlik expertise. The service is provided by our consulting team, who assist by securing the right skills at the right time and offer additional services covering the complete range from technical delivery management, priority issue handling, onsite help and critical period assistance, as well as expertise in development. It also entitles you to specially-tailored onsite workshops. For companies with a significant investment in Qlik, the personal attention of the Qlik Care + service is the best way to ensure continuous and optimized use of Qlik within the organisation. This annual service depends on the needs and size of your organization. Qlik named individuals on the Care team that know your Qlik infrastructure. Easily budget ahead for the management of both routine and critical issues. Keep up to date and informed about existing and outstanding issues, and stay firmly in control of next steps and future actions. Tap into Qlik global knowledge. Activities The Qlik Care + service provides additional services including: Advisory & Technical Delivery Management Proactive working with you to secure continuity and stability in your environment, discuss enhancements and changes to optimize systems, application or processes. Advisory on project assessment, implementation and operations of Qlik coordinated resources required to meet your needs. Regular meetings to understand key projects, solutions and infrastructure. Acts as an escalation point for upgrade and maintenance queries. On site care For Qlik installations, migrations and infrastructure modernisation or problems that can t be resolved with remote assistance. Critical period care Provides you with an experienced and dedicated expert. Examples of where this could be an important period are system upgrades and infrastructure modernisation. Qlik Care Workshops Teaches you effective problem investigation techniques, Scalability tests, application reviews or how to make best use of priority handling service. Service Catalog 5

6 Quality Assurance GETTING IT RIGHT THE FIRST TIME Qlik provide a systematic effort to ensure that your Qlik implementation will both meet the intended purpose and will get it right first time. The Qlik Consulting Quality Assurance Service offers a menu of reviews, assessments and other services to support and guide your implementation to its successful fulfilment. It will complement your existing team, whether that s internal resources or external consultants or a combination. You will gain Qlik Consulting Services expertise and best practices knowledge, from over 2700 Qlik deployments, toward ensuring that your Qlik project meets your goals. Mitigate risks. Verify functionality and scalability Alignment. Map your Qlik solution to intended purpose Maximize productivity. Reduce rework ASSURE QUALITY The Quality Assurance Service, which integrates with your existing project or program, has eight components, listed with the primary activities in each: Project Start-up Readiness: Guidance on your project setup, before implementation begins. Assistance with methodology, best practices, standards, risk management and quality assurance. Requirements Specification Setup and Review: Determine Business Discovery and self-service BI requirements to map business and technical requirements to Qlik application capability. Define project approach and scope. Application Design Review: Assess the application design and data architecture for both current use and anticipated use, relative to approved architecture best practices. KEY OUTCOMES Review and documented plan for Quality Assurance of your implementation phase Advice and guidance for your implementation, based on best practice Detailed reports with specific recommendations for improvement Technical Architecture Review: Assessment of the foundation services, including best server architecture, which are required to run the Qlik deployment, relative to approved architecture best practices. QlikView Technical Advisory: Provision of technical advice, usually during the development phase of the project. Performance and Scalability Review: Verification that performance requirements are met after build phase by running detailed load test or other stress test. Pre-Production Readiness Review: Validation of delivered Qlik solution relative to best practices, technical advice, requirements, recommended application design and technical architecture, and latest patches and service fixes. Review of the transition from delivery to use. Transfer to IT Operations and Development: Assessment of Qlik competencies before formal transfer of system responsibility to your IT operations and support and of development to IT and/or business developers. While the Quality Assurance Service, requires typically 30 to 40 person-days, an initial assessment and preparation would be performed with you to determine scope and specific activities for your organization, to estimate tasks and duration, and to confirm schedules and availability of key personnel and resources. Service Catalog

7 Qlik Foundation Establish a solid Qlik Platform Mitigating Risk Experience and structure Time to Value Breath and depth of services Mitigate risks Lower TCO Improved Efficiency Leverage Qlik Investment. Start-Up Objective: Build consensus on holistic solution vision Scope High Level Roadmap & Scope Requirements Identification Customer Key Success Factors Identify Key Stakeholders Qlik Key Concepts Initial Planning Deliverables High-Level Roadmap & Key Activities Application Architecture & Development Objectives: Establish a solid development environment to facilitate and control an agile Qlik development process in line with Qlik best practices Scope Roles, responsibilities & skills Processes, methodology, (sandboxing & prototyping) Qlik deployment framework Naming standards, coding & parameters Security standards Test procedures Guidelines & templates (Design, development) Qlik environments (development, test, acceptance & production) Service Catalog 7

8 Deliverables Deployment Framework installed & configured Development & Design Guidelines System Architecture and Infrastructure Objective: Setup the Qlik platform according to Qlik best practices and in alignment with customer requirements and roadmap Scope Deliverables Infrastructure & architecture workshop Installation Configuration Validation Optional: Knowledge transfer and handover Installed & verified platform System architecture documentation, (handover) Operations and Governance Objective: Define & document strategic and operational guidelines for persistent success Scope Define roles, responsibilities, skills & training plan Qlik operations (Qlik centre of excellence / competence centre) Define operational standards Operational efficiency tools: - Performance & usage monitoring - Security and audit - Process automation Deliverables Operational Handbook, (Operations, Monitoring, Governance) Service Catalog

9 Development & Application Architecture Establish a solid development environment to facilitate and control an agile Qlik development process in line with Qlik best practices Consistent applications Activities Current state assessment Roles, responsibilities & skills Processes, methodology, (sandboxing & prototyping) Qlik deployment framework Naming standards, coding & parameters Security standards Test procedures Design considerations Guidelines & templates (Design, development) Qlik environments (development, test, acceptance & production) Less dependence on individuals Risk Mitigation Lower TCO. Deliverable Deployment Framework installed & configured Development & Design guide Participants Qlik Developer, IT architect & security teams, business stakeholders Pre-Requisites If present, existing customer environment documentation, current processes, stakeholders etc. Service Catalog 9

10 System Architecture A well-planned BI platform sets the stage for a BI environment that efficiently meets your enterprise s needs and scales to meet future ones. A System Architecture engagement enables a solid platform configuration to support your enterprise needs for Qlik application development and deployment. The IT staff, administrators, architects, and managers who used this service report gaining greater understanding of Qlik technology and increased confidence in their platforms, which use Qlik standard practices and effectively support current and future Qlik application deployments. Best practice implementation Installed, documented & verified Qlik Platform Handover & Knowledge transfer The Qlik System Architecture engagement ensures the Qlik platform is installed, configured and operated according to Qlik best practices and in alignment with your requirements and roadmap. Qlik Infrastructure Infrastructure & architecture workshop capturing: - Functional and non-functional requirements - Short and long term plans for application support, growth and capacity - Service levels for reliability, availability, manageability, performance, scalability and security - Existing use of Qlik products within your architecture. Documented recommendations and Qlik proposed architecture including: - Environment Sizing - Installation High Availability Load Balancing - Configuration (& Integration) - Validation - Backup And Restore Plan - Knowledge transfer and handover Installation and Configuration in your environment Deliverable Workshop Documented recommendations Installed & verified Qlik platform System architecture documentation, (handover) Participants Qlik Infrastructure Architects, System Owner, IT-Resources Etc. Service Catalog

11 Application Discovery Laying the right Qlik application groundwork sets your enterprise project for success, whether it s your organization s first Qlik application or an expansion to new business users. The Application Discovery service helps you to design your Qlik applications and to frame the agile development and delivery cycles. Review business and technical requirements and build the initial project charter, technical architecture & project-plan, to enable scoping of resources, timescales & objectives. Activities Verification of desired Business Discovery strategy, goals and priorities Assessment of the requirements & success metrics Source data analysis & validation Key metrics & data modelling Application UI requirements Data extract methods & scripting Integration & security needs Risk analysis & mitigation plans Project approach and planning workshop Presentation of findings, recommendations and next steps Deliverable High-level project plan including scope, schedule, resources, time-scales and dependencies. Aligned. Keep applications aligned to business goals and opportunities Lower costs and more accurate project planning and budgeting based on a well-defined project scope. Save time. Realize your ROI faster with our proven methodology and implementation accelerators KEY OUTCOMES Review and documentation of initial applications, business requirements, and a proposed Qlik Application Architecture. Project plan that gives you a clear vision of the development and delivery effort, which can fortify consensus for moving forward. Verification of desired Business Discovery strategy, goals, and priorities Participants Business analyst, IT architecture & security teams, key stakeholders, etc. Pre-Requisites Access to the Qlik development environment & source systems Service Catalog 11

12 Architecture and Infrastructure Review As your reliance on Qlik grows, it is critical that your infrastructure and architecture keep pace with business needs and expectations. Qlik architecture and scalability service ensures that your Qlik environment is aligned to meet your needs, both today and going into the future. The infrastructure is designed to review the Qlik environment based on Qlik s documented best practices & current recommendations. The goal is to identify areas that may impact performance, usability & maintainability. Recommendations will be documented at the end of the engagement along with any training needs. Drive adoption of best practices Risk mitigation Secure your Qlik environment for future growth This interactive review will cover areas that impact usability, performance, scalability and maintainability of Qlik, and will provide observations and recommendations for further design or development. In Architecture and Infrastructure Review engagements, Qlik consultants typically review: Current and future needs Current Qlik Architecture, including: Qlik platform scalability considerations; review of integrations to other systems Security: Data security and communication security e.g. SSL; authentication and authorization Performance and Availability: Performance and high availability considerations; Review load balancing setup and considerations; backup and restore plan Identify current or further issues that need to be addressed Presentation of review results compared to best practices and recommended next steps. Deliverable Presentation of review results compared to best practices and recommended next steps. Documented configuration changes Participants Qlik infrastructure architects, system owner, IT resources. Pre-Requisites Access to the environment & have an assigned IT resource Desired: Qlik project pipeline 6-month perspective Service Catalog

13 Application Review When there is a problem with a Qlik application or when you are about to upgrade, add more users and need to know if it has been developed according to best practices. The application review will identify areas that may impact usability, performance, scalability or maintainability of the Qlik application. Minimize risk Get recommendations to improve performance Drive adoption of best practices The Qlik Application Review involves the review of one or more Qlik applications to include observations and recommendations for revision, development and/or refinement. Typical areas of focus during the engagement are: Understand the business goals and objectives for the app(s) Complete an end-to-end review and analysis, including: Load scripts and reload strategy Data model and security Data visualization and usability Dashboard performance Identify areas where Qlik best practices should be applied Highlight and prioritize key recommendations for application optimization Collaboratively begin to address highest priority recommendations (time permitting) Deliverable Report containing findings and actionable recommendations and application changes (time-permitting) Participants Qlik developers, Qlik system owner Pre-Requisites Access to the Qlik application Service Catalog 13

14 Security & Integration Workshop The security & integration workshop will align customer internal and/or external security requirements with Qlik security best practices. The goal is to establish a reusable security foundation for long term Qlik success. Work is performed in a workshop format with close cooperation with both customer s security & IT personnel. Tangible recommendations for security setup Align Qlik with your corporate. security policy. Align Qlik with Legal & Compliance Requirements Areas of focus typically include: Security Solutions & Policies Existing authentication providers Single Sign-On (SSO) integration considerations Internal/External needs Authentication and authorization Compliance & legal requirements Auditing needs Communication & encryption needs E.G. SSL Deliverable Report containing recommendations Participants Customer s security & IT architecture team. Pre-Requisites Customer should be able to describe existing security solution & future requirements Service Catalog

15 Qlik Platform Upgrade The Qlik platform upgrade service provides a framework for managing and completing your upgrade.. Discovery phase The Discovery phase starts with a Qlik architecture planning workshop to review your readiness to upgrade. Benefit from existing global experience Mitigate risk Expand your Qlik usage Time to value Qlik consultants will work with you to define the upgrade approach and build an upgrade plan including areas; Validation Risk mitigation Identifying areas who may need special consideration Success and acceptance criteria Rollback plan. Implementation phase Execution of the upgrade based on the upgrade plan defined in the previous step. Our consultants follow a well-defined methodology including execution & validation. The implementation phase ends with a closing activity to summarize the work. Deliverables Discovery Discovery report containing an analysis of your current environment, future requirements and goals. High-level upgrade plan Identified key activities and resources including training needs. Identified areas for additional optimization, enhancements Implementation Installed, configured and validated Qlik platform according to the plan. Documented Qlik environment. Assist to identifying relevant operational documentation that needs to be updated. Optional: Knowledge transfer Service Catalog 15

16 Qlik Migration Sooner or later, every organization that has invested in Business Intelligence (BI) solutions faces the challenge of migrating or upgrading their current Business Intelligence platform. Qlik s Business Intelligence migration service can help your organization leverage your current investment when migrating to Qlik. With the Qlik migration service you migrate and minimizing any disruptions and risks with your daily operations and you can focus running your business and we help you migrate to Qlik Approach Discovery and Assessment First, and most importantly, we conduct an assessment of current use and reports. The goal of the assessment is to determine which reports are most critical to the business, which ones that can be consolidated to make them more efficient, and which ones are no longer used. Discovery Assessment of current reports and platform Determine which reports are most business critical Identify which reports that could be consolidated to make them more efficient based upon user scenarios Determine which reports that are no-longer in use Propose new architecture and business discovery platform Defined migration approach High level project schedule including business case Standardization of applications Robust BI tool to accommodate future high volumes of data & multidimensional analysis feature. Provision to accommodate complex multidimensional self-service analysis. Scalability Consolidated BI platform and BI applications Leading Expertise: Qlik experts provide thought leadership for the Business Discovery Platform. Planning Detailed work breakdown structure Plan migrations activities including project plan Execution Execute according to agreed project plan Install and configure the Qlik Business Discovery platform Migrate applications into Qlik Test and validate applications and the Business Discovery platform Deployment Train and educate users Deploy and roll out the Business Discovery platform and applications according to agreed plan. Service Catalog

17 Centre Of Excellence Assessment The COE (Centre of Excellence) Assessment provides a clear strategy for a COE or shared service platform to increase adoption and readiness for Qlik at a pace and style that fits with your organization s culture. This alignment enables QlikView applications to be built, deployed, and governed efficiently, with higher quality, more timely delivery and greater business value. During the engagement, Qlik Consulting will review the key areas of COE readiness and recommend ways your organization can enable rapid adoption of Qlik for application development, self-service business discovery and production deployments across business and IT functions. You can use the resulting assessment to communicate structure and governance of QlikView applications, resources, and environments to senior leadership and to key stakeholders across your organization. Close alignment and coordination across multiple business and technology functions leverages the greatest value from your Qlik investment, and the COE Assessment develops a basis for doing just that. In these assessments, Qlik consultants typically do the following: Review and document: Current readiness, including interviews with key stakeholders High-level portfolio of current QlikView applications, data sources, and usage patterns Business and IT projections for QlikView application growth Existing processes and tools that may be re-used for Qlik governance and shared services Current Qlik application usage and development model Application performance management approach, processes, and tools Create an inventory of the current portfolio of Qlik applications and data sources Document the application performance management approach, processes and tools Write the COE Assessment report to address key interest areas from the following: Current and future Qlik deployment process Milestones for future-state deployment process Responsibilities of Qlik application owners and administrators Personnel empowerment plan, including training Qlik Program organization and role definition Application profile criteria including ad-hoc, guided analytics, and self-service Timing of application health-check reviews Qlik project green-light evaluation criteria Present COE Assessment to executive sponsor Summarize the engagement and proposed next steps Clarity. Understand your organization s ability to deploy Qlik as a shared service Alignment. Connect business users and IT for collaboration in shared environment Performance. Recognise and eliminate organizational barriers to adoption KEY OUTCOMES Review of current and planned QlikView deployment and of other BI and related shared services Assessment of current processes critical to deploying and managing growing QlikView environments An initial assessment and preparation would be performed with you to determine specific scope for your organization and estimate tasks, duration and confirm schedules. This would include consideration of optional activities such as high-level review of configuration, infrastructure and application performance management. Furthermore, for organizations seeking to address needs beyond this standard scope, Qlik Consulting can propose a customized offering. Service Catalog 17

18 Scalability Test Do you need to know if your application/s will scale? Will they handle the expected number of users or increasing amount of data? A scalability test will validate this for you. Scalability testing may be relevant in situations such as upgrades, migrations, deployments or benchmarking physical hardware compared to virtual hardware. The scalability test can be conducted as a one-time activity to test one or more Qlik applications or be implemented as a part of the customer release process. Validate platform Quality in deployment Risk Mitigation Description: Technical preparation of scalability testing Preparation of client side tools and configuration Preparation of server side tools and configuration Validation of the testing environment Scenario preparation Define relevant user scenario(s) Decide number of concurrent sessions Define user behaviour in the application (selections, other) Validation run of load script Final preparation of the test scripts for scenario(s) Conduct scalability test(s) Analyse the test results and write scalability report Present the results and hand over report to customer Optional: knowledge transfer during the process Deliverable A scalability report with findings Participants Qlik System Owner, Qlik Stakeholders and IT-Operations Pre-Requisites Access to Qlik Environment o Local Admin Account o Member in Qlik Administrator Group User Accounts Recommended: Completed Infrastructure and Application Review Dedicated Server for Load Generation Qlik Server licenses Creation of use case scenarios Service Catalog

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