Solving SAP BusinessObjects Challenges
with 360Suite Solutions
at Johnson Financial Group

Family Business

Johnson Financial Group is a privately held, full-service financial services company based in Racine, Wisconsin. The Chairman of the Board, Helen Johnson Leipold, is the daughter of founder Samuel C. Johnson and a fifth generation member of the Johnson family. Today, more than 1,300 Johnson Financial Group associates provide banking, wealth, and insurance solutions to customers in Wisconsin, Arizona, and Minnesota.

Growing Pains

As Johnson Financial Group matures and evolves, it has required more sophisticated business intelligence reporting and, in 2013, the company licensed SAP BusinessObjects. Although the SAP BusinessObjects environment at Johnson Financial Group is modest in size, with about 375 users, 140 Universes, and 900 reports in production, it’s growing and touches nearly every part of the business, from operations to sales to human resources. Due to Johnson Financial Group’s growth, managing SAP BusinessObjects using native resources became challenging, and BI managers found user questions increasingly difficult to answer. An internal SharePoint upgrade project finally brought the situation to a head.

Suite Solutions

In 2018, a Johnson Financial Group Assistant Vice President and Business Intelligence Application Specialist bumped into a counterpart from another bank, who sang the praises of 360Suite. 360Suite software offered a potential solution to the SharePoint upgrade problem, so Johnson Financial Group calculated the return on investment, gave the software a trial run, and ultimately embraced several 360Suite solutions, including 360Eyes, 360View, 360Cast, 360Plus, and 360Bind. In the first few months of implementation, Johnson Financial Group experienced several successes with 360Suite, as highlighted in the following cases.

Use Case #1: SharePoint Upgrade

Johnson Financial Group schedules a large number of SAP BusinessObjects reports by exporting and saving them as Excel or PDF files, and then delivering them somewhere on the network, often to the SharePoint platform. As a result of the Johnson Financial Group SharePoint upgrade project, hundreds of scheduled report instances required a path change from the old SharePoint environment to the new one. Johnson Financial Group calculated that it would take at least 78 man hours to perform this task manually. Instead, the company was able to perform the task in just a few hours by using 360Suite to: 1) identify all 400 report instances that were scheduled to publish to SharePoint, 2) pause the scheduled jobs while SharePoint was being updated, and 3) update all SharePoint paths in bulk before resuming the scheduled jobs.

Learn how to publish Business Objects reports to SharePoint Online with 360Cast

Use Case #2: Universe Maintenance

Johnson Financial Group recognized the need to clean up a particular SAP BusinessObjects Universe that contained repetitive field names and tables with duplicate fields, but cleaning up the Universe was complicated by a lack of understanding about when, how, and where fields were being used. Without this information, BI Administrators couldn’t predict how changes would impact existing reports or ensure that, by fixing one problem, they wouldn’t create another problem. It was virtually impossible to unravel this mess manually, but 360Suite made it easy for Johnson Financial Group to analyze impact down to the object level, and clean up the Universe without breaking any reports in the process.

Use Case #3: Information Gathering & Reporting

At Johnson Financial Group, every report in production must have a corresponding SharePoint Wiki detailing the contents of the report, and a quarterly audit ensures compliance with this requirement. Until recently, Johnson Financial Group relied on the SAP BusinessObjects Query Builder to gather information needed by the auditor, a process that was long, tedious, and complicated. Now, Johnson Financial Group takes advantage of 360Suite platform to identify all reports located in public folders and the instances attached to them.