H J -S U

Florida Oracle Applications User Group
Annual Tech Event
Wednesday November 2, 2011
HOW TO JUMP-START AND USE
ORACLE BI APPLICATIONS
Patrick Callahan
AST Corporation
Practice Director
Business Intelligence
Agenda
Today’s Environment
Business Intelligence in the Public
Sector
Leveraging Business Intelligence with
ERPs
Wrap-Up
TODAY’S ENVIRONMENT
Today’s BI Environment…
80%
nificantly
rove their
ty to react
uickly to
market
nges and
mprove
ustomer
ervice
50%
63%
15%
22%
Help their
company
grow revenues
Biggest
challenge is
sharing data
across the
enterprise
Have applied
best practices
using data
strategically
Frontline
managers
have access to
data
Some of the Challenges
48.2%
Data resides in disparate systems
40.8%
Data is often incomplete or has errors
37.6%
We don’t get information fast enough to take action
35.9%
Employees are too busy to use business intelligence tools
24.5%
Employees receive too much unnecessary business data
Corporate executives do not understand the need for
employees to have access to business intelligence tools
21.2%
15.1%
Our business intelligence tools are too complicated
Corporate executives are unwilling to share data with
external third parties.
10.2%
1.6%
None of the above; there are no challenges
0%
10%
20%
30%
40%
50%
60%
Pain Points Exist for Everyone
gy
Where to focus resources?
Executives &
Board
mance
sis/Action
ort
Managers
Data trustworthy?
Hard to tell our story.
How do we compare to peers?
What to focus on?
How to measure/baseline?
Timeliness of data.
Compliance with regulatory inquiries.
Customer concerns.
Lack of time to analyze data.
Analysts
Supervisors
Time consuming to obtain data.
Manual processes are error prone.
Too many sources of data to manage.
Architecture does not support Analytics.
Information Technology
Patchwork technology.
Spend too much time of special reports
Findings from Our Customers
“Its scary how many of our ‘business rules’ are embedded in spreadsheets”
“We have invested millions in key systems. Investing in a modern
reporting/BI strategy will enable us to get value from those systems”
“To do my job, I need to ask 15 different people for 30 different reports”
“Exception reporting and alerts would certainly help me”
“I spend half my day collecting and reporting on data in
spreadsheets…I could use that time to analyze business opportunities”
“When it comes to data and reporting, its always ‘I’, but ‘we’, as an
LEVERAGING BUSINESS INTELLIGENCE
WITH ERPS
Oracle’s Enterprise Performance
Management System
Oracle’s Integrated Analytic Solution
•
•
•
•
•
•
ncials
ure & Spend
ects
ply Chain
er Mgt
stics
ncial Close
egic Planning
ning & Budgeting
casting
REPORT
Sales
Marketing
Service
Contact Center
Price
Loyalty
SINGLE
ENTERPRISE
ANALYZE
FORECAST
INFORMATION
MODEL
MODEL
• Transit Analytics
• Airport Analytics
• Utilities Analytics
• Financial Services
• Others
Prebuilt, Best Practice Analytics for EBS,
PeopleSoft and More
Prebuilt, Best Practice Analytics
Oracle BI Applications Provide
a Single, Integrated View of the Enterprise
INTEGRATED DATA
WAREHOUSE
• Integrated enterprise-wide intelligence
• Summary level to lowest level of detail
• Data warehousing best practices –
conformed dimensions, lowest level of
granularity, full change histories for time
comparisons, built for speed, extensible
DATA INTEGRATION FROM
MULTIPLE SOURCES
• Call center telephony (IVR, ACD, CTI)
• Syndicated data
Beyond Dashboards - Oracle BI Applications
• Dashboards
• Prebuilt integration
• Prebuilt metadata mapping
• Prebuilt metrics
• Prebuilt data model
• Heterogeneous data sources
Immediate Value. Lower TCO. Built-in Best Practices.
From Integration Into a Business Model to
1000s of Prebuilt Dashboards and Reports
1 • Integrates Data for Analysis and Reporting
• Pre-built integration of data from Oracle EBS, PeopleSoft, Siebel, JD
Edwards, into an integrated data warehouse optimized for analysis
2 • Provides User-Friendly Analytic Model of Enterprise Data and Metrics
• Embedded best practice calculations, metrics, and KPIs
• Easy for business people to access, analyze, and use the information
3 • Delivers Personalized Performance Dashboards for Everyone
• Thousands of pre-built dashboards, reports, and alerts by business
function and role
1
2
3
est Practice Analytic Workflows
nalytics Workflows Lead to Actionable Insight
Business
Objectives /
Issues
Ensure Workforce
Readiness
Is Turnover within
manageable limits?
Is Voluntary Turnover
increasing?
Gain
Insights
Where are the
Retention Hotspots?
Why are Employees
Leaving?
Take
Proactively Manage
Top Performers with
Select Entities of Analytics Warehouse
Management
Call Center
ACD Events
Rep Activities
Contact-Rep Snapshot
Targets and Benchmark
Order Lines
Schedule Lines
ngs
Lines
gs
ogs




eting
 Service Requests
 Activities
 Agreements
paigns
onses
eting Costs
y Chain
hase Order Lines
hase Requisition Lines
hase Order Receipts
tory Balance
tory Transactions
Service
Workforce
 Compensation
 Employee Profile
 Employee Events
Financials
 Financial Assets
 Insurance Claims
ce
Public Sector
vables
bles
ral Ledger




Benefits
Cases
Incidents
Leads
Conformed Dimensions















Customer
Products
Suppliers
Internal Organizations
Customer Locations
Customer Contacts
GL Accounts
Employee
Sales Reps
Service Reps
Partners
Campaign
Offers
Cost Centers
Profit Centers
Modular DW Data Warehouse Model:
~350 Fact Tables
~550 Dimension Tables
~3,500 prebuilt Metrics
(2,000+ are derived metrics)
~15,000 Data Elements
WHAT IS AVAILABLE?
Understanding BI Apps Content
Reference the BI Apps Content Guide
(Doc ID 832690.1)
– Tab 6 – Dashboards & Reports
– Tab 7 – All Reports
– Tab 8 – Subject Areas
oundation Intelligence Libraries
Unified Layout Experience
TIPS ON IMPLEMENTING
Getting Started
Overcome infrastructure issues as
soon as possible
– Get BI Apps installed and “talking” right
away
Don’t start configurations unless valid
data is available (Orgs, Acct
Structure, Product, etc.)
Map and Gap / Assessment
Gather reporting/analytics
requirements
Perform and “map and gap” against
the pre-built BI Apps content
Assess needs for extensions and
customizations
– Interrogate flex fields (DFFs/SITs/EITs)
BI Apps Customization Types
Category 1: Adding Columns to
xisting Fact or Dimension Tables
Involves extracting additional columns
from source systems for which prepackaged adapters are included
– BI Apps recognize 2 types of customizations:
Extensions and Modifications
• Extensions are used to add new columns to
existing tables
• Modifications are changes to existing delivered
logic (not recommended)
Category 2: Adding New Fact or
Dimension Tables
Involves creating new DB tables in the BI Apps
DW
May involve relating these new tables to
existing star schemas or creating new ones.
May be sourcing data from packaged source
system (i.e., Oracle EBS) or non-packaged
source system
– Non-packaged source data leverages delivered
Universal SDE ETL extraction adapters.
Category 3: Adding non-Oracle
Source Data into Existing Tables
Leverages delivered Universal SDE ETL
adapters
Extraction template that allows customer
to Map legacy source data to BI Apps
staging tables.
May involve adding additional columns
(i.e., Category 1) to existing tables.
Configuration and Design
Complete “core” configurations and
either Financials or HR Analytics first
–
–
Initial Goal: a “clean” initial load
Then, expand to additional modules
Capture all configurations (spreadsheet)
Be consistent and pragmatic with
designs – follow BI Apps Standards
Maintain Modeling Standards
Reference the Oracle Business
Analytics Warehouse Data Model
Reference (Version 7.9.6.x)
Be Prepared to Extend
Effectively
OBIEE and ETL (Informatica) skills are
key
Ensure all extensions/customizations
are documented
Report and Dashboard
Development
Let the pre-built reports and
dashboards sink in for users
– Rebuilding legacy reports can be
avoided
End users, especially super users, can
build reports
Who Does What?
nctional activities
Technical activities
Turning things on & off
Reordering, renaming
dashboards & reports
Dashboard-level security
Adjusting terminology
Creating new versions of
reports
Report development
•
•
•
•
•
•
•
•
Changing business rules
(joins, calculations, etc.)
Adding DFFs/SITs/EITs
Loading/refreshing data
Adding users and/or Single
Sign-On (SSO)
Object-level security
Report development
“Repository” changes
DW Admin Console (DAC)
TAKE ADVANTAGE OF OBIEE 11G
ENHANCEMENTS
Oracle Business Intelligence
Most Powerful End User Experience
Complete. Consistent. Accurate.
Scorecards
Mobile
Reports
Interactive
Dashboards
Office
Integration
Geospatial
Visualization
Applications
& Portals
Search
Ad-hoc
Queries
What Isn’t New?
Refined look and feel with high-fidelity charting
Powerful interface for every type of user
On-the-fly, interactive analytics with animated transitions and
master-detail linking
corecards & Strategy Management
Simple Sliders, instead of Prompts
hart Zooming
it the properties of a chart using the
swers Analysis Editor and check the 'Zoom
d Scroll' property in the Canvas tab
en, the Zoom option is available along the
wer left side of the chart (see below)
Master-Detail Linking
Enable interaction between separate analyses
– When a value is selected, the “listening” analyses
will synchronize
First, pick a driving column (report element) on
the “Master” to initiate the event, also
specifying a channel name
•
Second, have the
“Detail” analyses
listening
–
It’s possible to list
multiple even
channels here, too
Master-Detail Events
Master-Detail Maps
Maps are useful with master-detail
LET’S HAVE A LOOK
WRAP-UP
Oracle’s Solutions Positioned Well
peeds Time to Value & Lowers TCO
uild from Scratch
th Traditional BI Tools
Oracle BI Applications
Training/Roll-out
Define Metrics
& Dashboards
DW Design
Back-end
ETL and
Mapping
uarters or Years
Faster deployment
Lower TCO
Assured business value
Training/Rollout
Define Metrics
& Dashboards
DW Design
Back-end
ETL and
Mapping
Weeks or Months
Easy to use, easy to adapt
Role-based dashboards and thousands
of pre-defined metrics
Prebuilt DW design, adapts to your EDW
Prebuilt business adapters for Oracle,
PeopleSoft, Siebel, SAP, others
otal BI Platform Ownership Cost
Oracle has lower cost
than every other
enterprise-class vendor
Leveraging BI With Oracle ERP
– Consider Oracle’s pre-built BI Applications
• The “time-to-impact” is stream-lined
• Your business users will be thanking you
– Oracle EBS data is an asset…don’t let it go to
waste
– Be proactive > be alerted, target issues and
highlight opportunities
– Finally have timely analytics with best practice
analytics workflows
Considering BI During
Implementations or Upgrades
BI will not impact the project timeline, but provides great
benefit
– Take advantage of the team’s focus
Establish best-practice analytics workflows from the start
– No better time than when their business processes are being
solidified
– Easier adoption of the interactive, drill-down dashboards
Address inevitable analytics requests head on
– Unleash the 100s of KPIs, dashboards and analytic workflows
– The pre-built analytics modules will be usable from day one
Considering BI With
Existing Oracle ERPs
Get Oracle BI Applications up and running fast
Transform analysis with best-practice analytics workflows
– Utilize interactive, drill-down dashboards and alerts
Replace lengthy reports with targeted, exception-based
dashboards
– Offer rich set of KPIs, dashboards and analytic workflows
Deliver deep insights directly to your business users now
–
–
–
–
Improve cash flow and control expenses
Better manage headcount and employee performance
Stream-line spend and supply chain operations
Effectively track financial performance of major projects
Lessons Learned
Organization Often Needs Education on “BI”
–
Reinforce their opportunity to become “smarter”
–
Users across the organization have different requirements, though the KPIs ought not
to change much
Not All Users Are the Same
Business Rules Will Differ Across Organization
–
–
Agreeing on the business rules and calculations will take time
Centralizing the rules is key
–
Specialized routines for data cleansing may be required
–
Especially when manual or “estimated” numbers are being replaced with real
numbers
Data Quality is Key
Data Validation & Acceptance Is Crucial
Recommendations
Ensure Sponsorship is Clear
–
Possible mandates to use/accept of new data and reports
–
There are many great sources and pre-built solutions help
–
Consider initiatives to improve adoption
–
–
–
Ad-Hoc capabilities for “super users”
KPI dashboards for senior management and executives
Interactive dashboards and pro-active alerts for management (detailed data must
be made available)
Utilize Best Practices and Industry Standards
Focus on Organizational Change Management
Provide Capabilities for Different Users
Derive the “Right” Scope and Rollout Plan
–
Consider a multi-phase roadmap and piloted rollout
Patrick Callahan
PCallahan@ASTCorporation.com
888.278.0002 x246