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 [email protected] 888.278.0002 x246