The Museum

The GenevaERS Musuem

A collection of historical documents about GenevaERS

GenevaERS grew out of consulting projects beginning in the 1980, mostly for state governments which had new federal mandates for state wide reporting processes, and drove some of the first enterprise wide systems. A number of these projects were similar, and the code base, started with the State of Alaska, was leveraged for subsequent projects.

In 1993 Price Waterhouse commercialized the asset, making it available to customers beginning in late 1993 and early 1994. The following slides gives a sense of the types of customers and projects which have used the tool, in various ways, from production systems that have run for multiple decades to short-term project based work, such as supporting anti-trust lawsuit litigation.

Below you’ll find (in reverse chronological order) documents beginning in 1994 through 2012 including:

This history is useful in understanding the nature of the problems GenevaERS has attempted to solve, as well as documenting the broader trends in enterprise software over three decades. “Study history:” If we don’t know where we’ve been, we can’t be sure of where we are going.

SAFR Overview for Technical Audiences: 2012

Although this deck was started in 2009, it was the primary tool used in talking about GenevaERS (renamed as the IBM Scalable Architecture for Financial Reporting in 2009) since 2012. Documentation of its development is contained in the book Balancing Act: A Practical Approach to Business Event Based Insights, available for download from ledgerlearning.com.

SAFR and A Smarter Planet for Financial Reporting: 2011

The following was written as part of a renewed sales initiative for SAFR, building upon the latest financial ledger projects. This write-up written for IBM sales efforts, was used as the summary of Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 2: The Problem and Chapter 3: The Solution. The Problem The…

Global Universal Bank Case Study: 2010

The following presentation was Rick Roth’s last major presentation before retiring, one of the founders of Geneva. More about this time can be found in Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 57. The General Ledger through Chapter 63. Go Live.

Financial Management Solution (FMS): 2009

The following presentation was built after a major successful project using Geneva/SAFR at a large, international bank, moving from tooling to a fully formed business configuration system. Additional details about this time period are located in Balancing Act: A Practical Approach to Business Event Based Insights, in Chapter 64. Promotion.

Solution Competitive Analysis: 2005

The following deck gives a sense of the internal analysis of where Geneva played in the market circa 2005. This was developed after (1) multiple start-up initiatives to commercialize the asset, (2) decisions by IBM to not make it a program produce, (3) an attempt to divest of the product to other vendors. So this…

Offer for Sale: 2004

In 2004 IBM considered divestiture of GenevaERS to protect customer applications. This was the resulting memo summarizing operations and the business. More information about this time can be found in Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 56. Walkabout I           EXECUTIVE SUMMARY             General Overview                                                                                                           2             Proposed Transaction                                                                                                    2             Reason…

GenevaERS Introduction to IBM: 2003

On October 1st, 2002, IBM closed the acquisition of PricewaterhouseCoopers Consulting division, and with it gained access to GenevaERS. This deck was built to introduce the product to IBM, wondering if it would stay a consulting asset or if it would move to be part of the Software Group offerings. This is a very comprehensive…

Digineer Solution Blueprint: 2002

The following are two solution blueprints by an additional attempted start-up to license Geneva. In this instance, the platform was to be ported to the Intel Itanium processor, putting a very powerful data analysis tool right under the desk of the analyst. The vision was far sighted, anticipating what happened with cloud and data analytics.…

Airline Mines Data for Lost Revenue: 2000

An R&D statistical study at a Fortune 100 airline suggested that millions of dollars each month were being lost due to lost revenue.  The cause of the lost revenue ranged from simple ticketing mistakes and training issues to intentional fraud.  But the approach used in the R&D study had the following limitations:  Statistical sampling does…

nGravity Initial Spin-off: 2000

The following presentation is composed of materials created for a launch of nGravity, and start-up around the commercialization of Geneva from PricewaterhouseCoopers. Ultimately the restrictions on investors because of the nature of the audit business More about this time can be read in Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 53. Spin-offs.…

Global Investment Bank Analyzes Trade Level Detail: 1999

[An investment bank arm], a division of [a major Swiss bank], chose Geneva ERS to manage its Detail Repository, a central component of the Global General Ledger SAP implementation.  This repository provides trade-level detail analysis to for internal and external global reporting.  [Bank] management has referred to the global general ledger as “a cornerstone of…

Event Based Principles: 1998

This deck was used to explain many of the principles Geneva was built upon. This deck is from perhaps near the year 2000, but the subsystem architecture slides were from at least 1996 if not earlier. More about this time can be read in  Balancing Act: A Practical Approach to Business Event Based Insights, Chapter…

Financial Services Company Projects: 1998

The following citation, in summary at the top, with more detail below, are for a large financial service firm. More about this time can be read in Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 21. ERP Reporting and Chapter 35. Model the Repository. Insurance Company Manages Very Large Data Warehouse Three…

Performance Statistics: 1998

The following workbook contained various performance statistics gathered from benchmark efforts at a number of customers, from 1996 to 1998. More about this time can be read from Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 17. Programming Tools to Chapter 22. Order of Operations and Chapter 67. Beyond Finance and Risk.

Global Hi-Tech Manufacturer Manages SAP Data: 1997

After this Fortune 100 firm implemented multiple SAP modules, they tackled the problem of analyzing all the integrated data captured by the new system.  But running the SAP processes 24 hours a day, 7 days a week left very little time for anything but transaction processing.  They needed their data warehouses updated three times each…

SAP High-Volume Operational Reporting/Data Warehousing: 1996

Summary of Sizing Concepts and Architectural Alternatives Richard K. Roth September 15, 1996 [More about this time can be read in Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 21. ERP Reporting.] Abstract Reasons for performance problems being encountered with operational reporting and data warehouse functions in medium- and high-volume SAP implementations…

Cookie Maker Builds Sales Reporting System: 1996

The Problem In 1996 a major US cookie manufacturer installed SAP to manage all aspects of the manufacturing, HR and financial operations.  The system captured data and provided adequate information for managing most operational aspects of the business.  But SAP could not deliver the detailed sales analysis necessary to support the highly detailed, store-specific sales…

Platform Assignment Principles for Decision Support Systems and Data Warehouses: 1996

by Richard K. Roth, Principal, Price Waterhouse LLP Eric L. Denna, Ph.D., Warnick/Deloitte & Touche Faculty Fellow, Brigham Young University, Marriott School of Management This is reprinted from the February 1996 issue of Manufacturing Systems (C) Chilton Publications, All Right Reserved. [More about this time can be read in Balancing Act: A Practical Approach to…

IBM Briefing Center Demo System: 1995

In December 1995 Price Waterhouse arranged for the system to be installed in the IBM Executive Briefing Center in Poughkeepsie, New York. The performance of the system was impressive to IBM engineers, driving full utilization of the hardware like few other products they had seen. The following is the configuration diagram, and the results of…

Practical s/390 Parallel Processing Option for Data Warehouses: 1995

by Richard K. Roth, Principal Price Waterhouse LLP, Sacramento, California November 8, 1995 [More about this time can be read in Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 20. Parallelism and Platform.] Why Parallel Processing? Data warehouse applications differ in a basic way from traditional transaction processing and reporting applications: Transaction…

A Summary of Event-Driven System Concepts: 1995

by Richard K. Roth, Principal, Price Waterhouse LLP Eric L. Denna, Warnick/Deloitte & Touche Faculty Fellow, Brigham Young University, Marriott School of Management [More about this time can be read in Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 15. Operational Versus Informational.] Introduction Through employing events-based concepts in systems architecture, organizations…

Mainframe to Client-Server Proposal: 1995

The technical team proposed an update to the system in 1995, suggesting ways to move it from mainframe only to a possible client server architecture. The reference file processing changes suggested in this document were implemented in GenevaERS Version 4. Consistent enhancements to the tool were made throughout the years of its development. More about…

Technical Team Resources: 1994

In the development of the system, the team learned certain documents were handy to have around (before the Internet, these types of documents were the Internet). The following were used to debug the system during development, testing, implementation projects, and subsequent maintenance. More about this time can be read in Balancing Act: A Practical Approach…

Technical Diagrams–Internal Memory Structures 1994

The following diagrams were created by Doug Kunkel probably in 1994 to explain the maintenance team the internal memory structures and pointers to them in the Extract Engine, MR95. More about this time can be read in  Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 38. Abends

Consolidated Report Printing: 1994

GenevaERS was commercialized as a product in 1993 – 1994, and most of the fundamental features were in place in this version (with the exception of Common Key Buffering, Tokens, and Piping). One of the oldest vestiges of the system gives a sense of its history before that time, a a feature called “Consolidated Report…

V3 Docs: Operations User’s Guide: 1994

The following is an extract of of the GenevaERS Version 3 Operations User’s Guide. Version of 3 of GenevaERS followed on Version 1, built for the State of Alaska, and Version 2, constructed for various state governments. It was the first commercialized package. It and all the prior versions included CICS interfaces and JCL for…

V3 Docs: ViewBuilder User’s Guide: 1994

The following is an extract of of the GenevaERS Version 3 ViewBuilder User’s Guide. Version of 3 of GenevaERS was followed on Version 1, built for the State of Alaska, and Version 2, constructed for various state governments. It was the first commercialized package. It and all the prior versions included CICS interfaces. Most all…

V3 Docs: System Administration User’s Guide: 1994

The following is an extract of of the GenevaERS Version 3 System Administration User’s Guide. Version of 3 of GenevaERS was followed on Version 1, built for the State of Alaska, and Version 2, constructed for various state governments. It was the first commercialized package. It and all the prior versions included CICS interfaces. In…

Original GenevaERS Flyer: 1994

The following was the first GenevaERS brochure, produced perhaps near the end of 1994. More about this time can be read in Balancing Act: A Practical Approach to Business Event Based Insights, Chapter 23. Development.


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