oco saa s-business-intelligence-5-myths

© 2010 Oco Inc.

BI in the Cloud & 5 Myths about BICreating a more responsive BI application portfolio and Oco SaaS BI Technical Overview

Mike Beckerle, Chief Technology Officer, Oco

Thursday, June 17, 2010

© 2010 Oco Inc. 2

Agenda

5 Myths that limit BI application portfolios “BI in the Cloud” - Oco SaaS BI Technical Overview

• How it works• BI team roles with traditional versus SaaS BI applications• Traditional ETL vs. Oco SaaS BI data mapping and integration• Data quality

Questions

© 2010 Oco Inc. 3

5 Myths

Popular BI assumptions…1. “Our requirements are too unique to be met by a commercial BI application”

2. “Using a commercial BI application will reduce our competitive advantage”

3. “Our data is too sensitive to let off-site”

4. “We can’t evaluate commercial BI apps until we have fully analyzed user requirements”

5. “Commercial BI applications aren’t ready for ‘prime time'“

These pre-dispose BI teams to build versus “buy” BI application decisions…

© 2010 Oco Inc. 4

Reality

Myth Reality

Our requirements are too unique

Some of your requirements are too unique. Meet those with custom-built BI, meet others with commercial

Custom-built gives us a competitive advantage

Not if competitors implement commercial solutions—their users will have more insight before yours

Our data is too sensitive Not all of it. Categorize data as “Never OK to let off site,” “Eventually OK,” “OK today,” so you’re not precluded from SaaS BI

Need to analyze requirements before we look at commercial BI apps

Look at them right away. Even if you go with custom built, there’s lots to learn from them. Can save you lots of analysis and design work.

Commercial BI apps aren’t viable yet

Hundreds of companies have implemented commercial BI applications.

© 2010 Oco Inc. 5

Recommendation

Challenge these assumptions at the beginning of every project Your BI application is probably commoditized if:

• You’re in an established industry like manufacturing• The project supports an undifferentiated part of the business

e.g., HR, F&A, Supply Chain, etc.

• Commercial BI applications are on the market

BI application portfolio should include a mix of:• Custom-built BI apps to meet strategic BI needs• Commercial SaaS BI apps to meet commoditized BI needs

Hybrid approach gives you ability to:• Meet commoditized needs faster, more fully• Free up development resources to work on strategic BI projects

© 2010 Oco Inc. 6

History Repeating…

20 years ago… Similar assumptions applied to commercial enterprise apps Adoption of COTS from then-young vendors like SAP,

Peoplesoft, revolutionized enterprise software Custom-built quickly became competitively disadvantageous Same transition is at hand for BI…

© 2010 Oco Inc. 7

Rapid Deployment SaaS BI Solutions

Rapid Deployment• Typically 6 to 10 weeks from data to business users really using the solution

SaaS/OnDemand• Software as a Service - fully & securely hosted, use via Web Browser• Subscription pricing model + fixed price, fixed time initial implementation

Solutions - BI as a Product• Detailed business expertise included and built in• Not cookie-cutter - tailored to your specific needs during deployment

Complement your BI Strategy• Use tactically along side your EDW & other BI apparatus• Minimum impact on your IT staff

... Next: a few more details on each starting from the bottom... Next: a few more details on each starting from the bottom

© 2010 Oco Inc. 8

Most BI/DW systems have some underserved communities Examples:

• Recent acquisition/merger• Rollout timeline for Enterprise DW/BI solution• Particularly troublesome source data systems• Complex reporting needs – business knowledge gaps

Source System

EnterpriseData

Warehouse

MartsCubes

BI and Reporting

Tools

Source System

Source System

Targeted Business Specific

Dashboard

MartsCubes

BI and Reporting

Tools


Report

MartsCubes

BI and Reporting

Tools


Dashboard

MartsCubes

BI and Reporting

Tools


Report

Use OnDemand to Complement Enterprise BI

© 2010 Oco Inc. 9

Oco

Source System

EnterpriseData

Warehouse

MartsCubes

BI and Reporting

Tools

Source System

Source System


Dashboard

MartsCubes

BI and Reporting

Tools


Report

MartsCubes

BI and Reporting

Tools


Dashboard

MartsCubes

BI and Reporting

Tools


Report

Source System

Integrated Data

Targeted Business-Specific Report/Dashboard

Use OnDemand to Complement Enterprise BI

© 2010 Oco Inc. 1010

Oco

Source System

EnterpriseData

Warehouse

MartsCubes

BI and Reporting

Tools

Source System


Dashboard

MartsCubes

BI and Reporting

Tools


Report

MartsCubes

BI and Reporting

Tools


Dashboard

Source System

Re-focus on Strategic In-house BI Effortssuch as:

Trade-secret processes/practices Needs that are unique to your business

Re-focus on Strategic In-house BI Effortssuch as:

Trade-secret processes/practices Needs that are unique to your business

Get strategic with your in-house BI efforts• Stop trying to be all things to all people

Use Oco for cost-effective business analytics wherever you can

Customer ManagementCustomer Management

Sales & ProfitabilitySales & Profitability

InventoryInventoryInteractiveReport Library

Sourcing & ProcurementSourcing & Procurement

Transportation & LogisticsTransportation & Logistics

Get Strategic!

Oco

© 2010 Oco Inc. 11

Example of “Get Strategic”

Oco Customer• Provider of specialized services to small businesses in a particular industry• Competes with large businesses in that industry

Before Oco deployment – All Tactical• Corporate BI team spending all time on sales and customer 360 roll-up reporting to

understand sales and customer relationship management effectiveness.• Not industry specific use of BI.

After Oco deployment – Fully Strategic• Corporate BI team now data mining prospect data

Enhancing data with industry-specific 3rd party data Using predictive modeling/estimation technology

© 2010 Oco Inc. 12

Productizing Business Intelligence

How do you Make BI into a Product Offering?• Offer Business Solutions

Tools alone never directly deliver value (A hammer is not a roof!) Oco takes on the risk

• Collapse the Data-Integration Problem Oco's SaaS BI approach allows highest-possible leverage here

The above imply:• Predefined Libraries for Business Focus Areas

Business Expertise Built Into the Product

• New and Very Different Approach to Data Integration Technology - Rich Reusable Models, Automated Data Integration Methodology - Agile Rapid-Cycle, QA oriented

© 2010 Oco Inc. 13

Solution Focus Includes Data Integration and Targeted Analytics

Quality & ProductionQuality &

Production

Services Performance


Asset Management

Asset Management

Transportation & Logistics


Sourcing & ProcurementSourcing &

Procurement

Products & InnovationProducts & Innovation

Customer Mgmt

Customer Mgmt

SAP ECC

Transportation

Operations

Procurement

Budgeting ERP-3

ERP-2

U.S. Europe

SAP CRM

U.S. Europe

Bus. Unit 1 Bus. Unit 2

Multiple, Disparate Data SourcesMultiple, Disparate Data Sources

On Demand BI Platform


Sales & Profitability


Business-Specific AnalyticsBusiness-Specific Analytics

InventoryInventory

© 2010 Oco Inc. 14

SimpleRBD

Executive DashboardsExecutive

DashboardsAlertsAlerts

Ad Hoc ReportsAd Hoc Reports

Exception Reports

Exception Reports

Interactive, What-If

Dashboards


Dashboards Multi-Dimensional

Reports

Multi-Dimensional

Reports

Formatted Reports

Formatted Reports

Department Sources Enterprise Systems Other Data Sources

Data Integration

MarketingSales

Operations Spreadsheets 3rd PartyDataERP

CRMSCM

Traditional BI Solutions: Responsible Groups

Metrics design Report design Dashboards design Additional data

sources (spreadsheet)

Ad-hoc reports Data marts

Data Warehouse Model

Data Integration Data Cleansing SW/HW

Infrastructure Access To Data

Sources Batch processing

BI StaffBI Staff



Customer Mgmt

Customer Mgmt


Sales & Profitability InventoryInventory

IT StaffIT Staff

Business Users

Business Users

Analytical Data Store

Interpreting Taking action

© 2010 Oco Inc. 15

SimpleRBD




Exception Reports

Exception Reports


Dashboards



Reports

Multi-Dimensional

Reports

Formatted Reports

Formatted Reports


Data Integration

MarketingSales


CRMSCM

Using SaaS BI Tools: Mostly the same

Metrics design Report design Dashboards design Additional data

sources (spreadsheet)

Ad-hoc reports Data marts


Data Integration Data Cleansing SW/HW

Infrastructure Access To Data

Sources Batch processing

BI StaffBI Staff



Customer Mgmt

Customer Mgmt



IT StaffIT Staff

Business Users

Business Users



© 2010 Oco Inc. 16

SimpleRBD




Exception Reports

Exception Reports


Dashboards



Reports

Multi-Dimensional

Reports

Formatted Reports

Formatted Reports



Data Integration

MarketingSales


CRMSCM

Using Oco as a SaaS BI Solution Provider



Customer Mgmt

Customer Mgmt



Ad-hoc reports

Requirements for Next BI Effort

Dependable Data Sources

Reliable secure data push

BI StaffBI Staff

IT StaffIT Staff

Business UsersBusiness Users


OcoOco

Metrics design

Report design

Dashboards design

Additional data sources (spreadsheet)

Data marts


Data Integration

Data Cleansing

SW/HW Infrastructure

Batch processing

© 2010 Oco Inc. 17

Hosted 24x7 Customer Support Maintenance and Upgrades

Your Business Users

Your IT

ERP-1

Transportation

Operations

Procurement

Budgeting

SAP

U.S. EuropeCRM

U.S. Europe

Bus. Unit 1 Bus. Unit 2Analytic

Data StoreAnalytic

Data Store

UniverseSemantic

Layer

Xcelsius

SAP Business ObjectsOnDemand

WebIntelligence

CrystalReports

InfoExplorer



InventoryInventory

InteractiveReport Library




Model-Driven Data Integration™


Replicate

Replicate

Replicate



InventoryInventory




An End-to-End BI Solution

© 2010 Oco Inc. 18


Your IT

ERP-1

Transportation

Operations

Procurement

Budgeting

SAP

U.S. EuropeCRM

U.S. Europe

Bus. Unit 1 Bus. Unit 2Analytic

Data StoreAnalytic

Data Store

UniverseSemanti

cLayer

Xcelsius

SAP BusinessObjectsOnDemand

WebIntelligence

CrystalReports

InfoExplorer




InventoryInventory







Replicate

Replicate

Replicate

Your Business Users

Your Power Users

An End-to-End BI Solution: With Familiar Standard BI Tooling

© 2010 Oco Inc. 19

Replicate

Replicate

Replicate Hosted 24x7 Customer Support Maintenance and Upgrades

UniverseSemantic

Layer

Xcelsius


Your Business UsersYour IT

WebIntelligence

CrystalReports

InfoExplorer

ERP-1

Transportation

Operations

Procurement

Budgeting

SAP

U.S. EuropeCRM

U.S. Europe

Bus. Unit 1 Bus. Unit 2Customer ManagementCustomer Management


InventoryInventory






InventoryInventory




Business Users with a Focused Business Users with a Focused Business ProblemBusiness ProblemPre-defined Cross-Industry Data Pre-defined Cross-Industry Data

Model as Hub for IntegrationModel as Hub for Integration

Pre-defined Interactive Reports, Dashboards, Pre-defined Interactive Reports, Dashboards, KPIs Targeted at this ProblemKPIs Targeted at this Problem

SaaS BI Enables“Business Model-Driven Data Integration™”

© 2010 Oco Inc. 20


UniverseSemantic

Layer

Xcelsius



WebIntelligence

CrystalReports

InfoExplorer



InventoryInventory

ERP-1

Transportation

Operations

Procurement

Budgeting

SAP

U.S. EuropeCRM

U.S. Europe







Business Model-Driven Data Integration™

Replicate

Replicate

Replicate

1



InventoryInventory




1. PROFILING1. PROFILINGWhat is your Focused Business Need?What is your Focused Business Need?

© 2010 Oco Inc. 21

Profiling provides an understanding of our customer's business and reporting needs Dimensions Transactions Business rules Reporting modules needed

• Extent of any reconfiguration

High-level view of data and source systems

© 2010 Oco Inc. 22

Profiling Creates a “Mind Map” to Relate Your Business to Oco's Business Model

© 2010 Oco Inc. 23


UniverseSemantic

Layer

Xcelsius



WebIntelligence

CrystalReports

InfoExplorer



InventoryInventory

ERP-1

Transportation

Operations

Procurement

Budgeting

SAP

U.S. EuropeCRM

U.S. Europe





1

Business Model-Driven Data Integration



Replicate

Replicate

Replicate



InventoryInventory




2

2. PROFILING2. PROFILINGWhich Reports, Dashboards, Interactive Apps are Needed to Which Reports, Dashboards, Interactive Apps are Needed to

address Focused Business Need?address Focused Business Need?What analysis dimensions are needed?What analysis dimensions are needed?

© 2010 Oco Inc. 24


UniverseSemantic

Layer

Xcelsius



WebIntelligence

CrystalReports

InfoExplorer



InventoryInventory

ERP-1

Transportation

Operations

Procurement

Budgeting

SAP

U.S. EuropeCRM

U.S. Europe





1Model-Driven Data

Integration™Model-Driven Data

Integration™

Replicate

Replicate

Replicate



InventoryInventory



Transportation & LogisticsTransportation & Logistics 3.3.From the Business Data Model, which data elements are needed From the Business Data Model, which data elements are needed

by those Reports, Dashboards, etc.?by those Reports, Dashboards, etc.?

23


© 2010 Oco Inc. 25


UniverseSemantic

Layer

Xcelsius


Your Business

Users

Your IT

WebIntelligence

CrystalReports

InfoExplorer



InventoryInventory

ERP-1

Transportation

Operations

Procurement

Budgeting

SAP

U.S. EuropeCRM

U.S. Europe





1Model-Driven Data

Integration™Model-Driven Data

Integration™

Replicate

Replicate

Replicate

4Customer ManagementCustomer Management


InventoryInventory




23

4. Business Model Driven Integration4. Business Model Driven IntegrationDiscover, reconcile, cleanse, etc., ONLY those required data Discover, reconcile, cleanse, etc., ONLY those required data

elements from the source data.elements from the source data.Ignore the rest of the source data.Ignore the rest of the source data.


© 2010 Oco Inc. 26

Data Principles - Data is the Fuel for Oco Initial Data Export - Broad Swathes of Data

• Oco's technology rediscovers metadata, rediscovers relationships, and maps data to the Oco Analytical Data Store Schema

• To do this it must have all the data • No selective extraction - we need all columns, from many tables

Example: From SAP ERP, we must extract over 100 tables. We provide an SAP exporter to simplify this effort.

• No pre-processing - We need the data "raw" from the source systems Pre-processing makes it harder for our analyzers & pattern matching Security/Privacy masking is ok

• If big enough, encrypted portable disk is transfer medium

Periodic Data Updates• More selective - still all columns, but only from tables needed in the solution• Changed-Data Capture (CDC) - only when needed to reduce data volumes for largest

transaction sets• Transfer mechanism: Pushed to Oco over Secure FTP

© 2010 Oco Inc. 27

Specialized Data Integration: Optimized for SaaS Data Integration

ReplicaDB

Business Model-Driven Data Integration™

Metadata Matching Heuristics Data Matching Heuristics Growing Historical Base of Known Systems

Data Sources

Export and sFTP

transferUS Patent 7,457,807US Patent 7,457,807

flat

flat

flat

ConnectDB

AnalyticalData Store

Load and Update Management

Load and Update Management

Large Swathes of Data for

Discovery and Mapping

Needed Data Tables Only for Periodic Update

Pre-defined, but Flexible Data Model

© 2010 Oco Inc. 28CONFIDENTIAL

Contrast Oco Discovery and Mapping With Traditional ETL (Extract Transform and Load)

ETL tools: Move and Transform1. Maps any source system data to any database design

2. Doesn’t know what the database design is – no design-specific abilities

3. Data cleansing add-ons

4. Pre-defined ETL templates

5. Rich connectivity & Changed-Data Capture capabilities

6. No assistance discovering relationships and mappings

7. ETL jobs crafted by people

Oco Discovery and Mapping: 1. Maps source system data to the Oco IDS design only2. Knows details of the Oco IDS database schema3. Helps identify data cleansing issues4. Reuse mappings for recurring source system 5. No connectivity – customer pushes data

(Can use ETL tools for extract.)

6. Automated assistance for discovering metadata & relationships

Focus on the meaning of the data. • Automates decisions that ETL tools leave up to the tool user• More specialized• Understands Business vocabulary

© 2010 Oco Inc. 29


UniverseSemantic

Layer

Xcelsius



WebIntelligence

CrystalReports

InfoExplorer



InventoryInventory

ERP-1

Transportation

Operations

Procurement

Budgeting

SAP

U.S. EuropeCRM

U.S. Europe





29

Rapid Cycle - End to End QA

Replicate

Replicate

Replicate





InventoryInventory




Rapid QA Feedback

Focused Solution - means Business users do QA on the actual Focused Solution - means Business users do QA on the actual business reports/dashboards/KPIs.business reports/dashboards/KPIs.

Feedback directly back to the Data Integration processFeedback directly back to the Data Integration process

© 2010 Oco Inc. 30

Business Solution Focus Provides QA Context

CustomerSales

Units Pct of Total Dollars Pct of Total

Customer - 603 426 50.0% $29,745,450 52,3%

Customer - 1360 78 9.2% $3,838,817 6.7%

Customer - 1954 78 9.2% $3,943,205 6.9%

Customer - 1582 64 7.5% $4,557,932 8.0%

Customer - 1374 48 5.6% $$3,590,478 6.3%

Customer - 971 38 4.5% $2,653,350 4.7%

Customer - 1372 26 3.1% $1,815,450 3.2%

Customer - 1886 26 3.1% $1,904,608 3.3%

Customer - 25 26 3.1% $1,815,450 3.2%

Customer - 2196 24 2.8% $1,734,338 3.0%

Customer - 1253 12 1.4% $873,900 1.5%

Undefined 6 0.7% $452,034 0.8%

Creating a BI solution provides QA Context for the data integration and quality efforts Focus on the data quality issues that matter for the solution

Some of this data is missing a proper

customer ID

Will anybody care?The amount is unlikely to

be business relevant

What if you cleansed all the data…but nobody cared?

© 2010 Oco Inc. 31

Project Approach

Profiling & Solution Design On-site profiling session Initial data provided Business spec review & acceptance

Profiling

Project Kickoff

Data Analysis & Integration Data identification and mapping Data quality issues identified Map and load to warehouse Resolve data issues, as necessary

Solution Configuration Leverage analytics library Configure to business specs Populate reports Oco-driven QA

QA & Solution Refinement Review solution with customer for QA Initial and follow-up QA cycles Refine solution, as necessary Test ongoing data extracts

Finalization & Rollout Finalize solution Review post production support Release to customer Solution orientation

Production Release

Data Analysis, Mapping, and

Loading

Base Reports

QACycle 1

Go-Live

QACycle 3

QACycle 2

All Reports KPIs and Dashboards

Adjustments to Data Mapping in response to QA

Periodic Data Update Processing

© 2010 Oco Inc. 32

Solution Focus Includes Data Integration and Targeted Analytics

Quality & ProductionQuality &

Production



Asset Management

Asset Management



Sourcing & ProcurementSourcing &

Procurement

Products & InnovationProducts & Innovation

Customer Mgmt

Customer Mgmt

SAP ECC

Transportation

Operations

Procurement

Budgeting ERP-3

ERP-2

U.S. Europe

SAP CRM

U.S. Europe


Multiple, Disparate Data SourcesMultiple, Disparate Data Sources





Business-Specific AnalyticsBusiness-Specific Analytics

InventoryInventory

© 2010 Oco Inc. 34

Summary

Address more BI project requirements via mix of build AND buy Starting with pre-defined BI app solution accelerates

implementation• Fewer parts to build• Simplifies data integration• Gives context for QA, data cleansing

Oco SaaS BI• Complete SaaS BI application solution, not just SaaS BI tools

Turn-key solutions for sales, profitability, supply chain and after market services analytics

• Fast deployment, typically 8 weeks• Fast ROI, typically within 90 days• >90% of customers have expanded their use of Oco• Ready-made mappings to many source systems, including SAP

© 2010 Oco Inc. 35

Questions?

Visit www.oco-inc.com for more information:• Request a free Oco Test Drive• White papers• Webinar recordings

A link to a recording of this webinar and the slides will be emailed to you following the event

Presenter• Mike Beckerle, [email protected]