IntiGrade™ Performance Aggregation Platform

Case Study: Tracking Performance of Complex Portfolios -- Page 1 of 2

Companies with large groups of employees managing complex portfolios of accounts face a difficult challenge
in tracking and assessing individual performance. Opera’s Data Services team is developing and implementing
an innovative solution using our IntiGrade™ Performance Aggregation Platform.

CHALLENGES
• Big Data – ongoing flow that must be OP ERA’S A P P ROACH
captured and analyzed
• Set up and maintain an ongoing data
• Tens of thousands of users, millions of management infrastructure
accounts
• No systematic way to analyze • Design and develop a custom dashboard
performance across key metrics and to
• Allow rapid and flexible, user-driven
distribute this information
exploratory analysis powered by Insight
• Hundreds of business rules and Cube technology
calculations
• Integrate solution with client’s existing
• No tool to conduct ad hoc analyses
software infrastructure (SSO, look and
across agent base
feel, etc.)
• Not repeatable
 IntiGrade™ Performance Aggregation Platform
Case Study: Tracking Performance of Complex Portfolios -- Page 2 of 2
Using advanced clustering techniques, the platform develops an appropriate “peer group” for each employee,
and then tracks individual performance against that group. We have created both a monthly desktop dashboard
for thousands of employees, and a powerful “ad hoc analysis” interface for a small group of Power Users.

IntiGrade™ Data Engine IntiGrade Interfaces Highlights

Raw Data (ongoing feeds)

• Advanced toolset for
ad hoc analyses
• Narrowly deployed
“Power User” Tool
• Multi-dimensional
Processed data exploration
data is
Transformation Engine • Rapid deployment
loaded to
Analyzer

Business Rules Engine

• Highly intuitive
performance dashboard
Performance Dashboard
• Broadly deployed to
for Employees thousands of users

• Custom-developed UI