oracle bi applications: getting more out … practices using data ... 1. follow the bi apps...

Thursday, May 9th, 2013

Jamie AdamsAST Corporation

Senior ConsultantBusiness Intelligence

ORACLE BI APPLICATIONS: GETTINGMORE OUT OF YOUR APPLICATIONS

Agenda

• Today’s Environment• Leveraging Business Intelligence with ERPs • What’s Available?• Tips on Implementing• Having a Look at BI Apps• Wrap-Up

A Quick Poll…

• How many of you would consider yourself technical?

• How many of you are OBIEE users?

• How many of you have BI Applications?

• How many of you have or use a different BI tool than OBIEE?

TODAY’S ENVIRONMENT

80%Significantly

improve their ability to react

quickly to market

changes and improve customer

service

50%Help their company

grow revenues

63%Biggest

challenge is sharing data

across the enterprise

15%Have applied best practices

using data strategically

22%Frontline

managers have access to

data

Today’s BI Environment…

Some of the Challenges48.2%

40.8%

37.6%

35.9%

24.5%

21.2%

15.1%

10.2%

1.6%

0% 10% 20% 30% 40% 50% 60%

Data resides in disparate systems

Data is often incomplete or has errors

We don’t get information fast enough to take action

Employees are too busy to use business intelligence tools

Employees receive too much unnecessary business data

Corporate executives do not understand the need foremployees to have access to business intelligence tools

Our business intelligence tools are too complicated

Corporate executives are unwilling to share data withexternal third parties.

None of the above; there are no challenges

Source: Economist Intelligence Unit, “Business Intelligence: Putting Enterprise Data To Work”, 2007

Strategy

Performance

Analysis/Action

Support

Executives & Board

Information Technology

Where to focus resources?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.Time consuming to obtain data.Manual processes are error prone.Too many sources of data to manage.

Architecture does not support Analytics.Patchwork technology.Spend too much time of special reports and ad-hoc requests.

Managers

Analysts Supervisors

Pain Points Exist for Everyone

Findings from Our Customers

8

“Its scary how many of our ‘business rules’ are embedded in spreadsheets”

“To do my job, I need to ask 15 different people for 30 different reports”

“When it comes to data and reporting, its always ‘I’, but ‘we’, as an organization need to know, share and collaborate”

“Exception reporting and alerts would certainly help me”

“We have invested millions in key systems. Investing in a modern reporting/BI strategy will enable us to get value from those systems”

“I spend half my day collecting and reporting on data in spreadsheets…I could use that time to analyze business opportunities”

LEVERAGING BUSINESS INTELLIGENCEWITH ERPS

Oracle’s Enterprise Performance Management System

Prebuilt, Best Practice Analytics

Oracle BI Applications Provide a Single, Integrated View of the EnterpriseINTEGRATED 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• Universal Adapters

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

• 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

• 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

• Delivers Personalized Performance Dashboards for Everyone• Thousands of pre-built dashboards, reports, and alerts by business

function and role

1

2

3

1 2 3

Business Objectives /

Issues

GainInsights

Take Action

Proactively Manage Top Performers with

Retention Risk

Why are Employees Leaving?

Where are the Retention Hotspots?

Is Voluntary Turnover increasing?

Is Turnover within manageable limits?

Ensure Workforce Readiness

Analytics Workflows Lead to Actionable Insight

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

Foundation Intelligence Libraries

TIPS ON IMPLEMENTING

Tips: Getting Started

1. Overcome infrastructure issues as soon as possible

– Get BI Apps installed and “talking” right away

2. Don’t start configurations unless valid data is available (Orgs, Acct Structure, Product, etc.)

Florida Oracle Applications User GroupAnnual Tech Event

20

Tips: Map and Gap / Assessment

1. Gather reporting/analytics requirements

2. Perform and “map and gap” against the pre-built BI Apps content

3. Assess needs for extensions and customizations

– Interrogate flex fields (DFFs/SITs/EITs)


21

BI Apps Customization Types

Category 1: Adding Columns to Existing BI Apps Tables

• Involves extracting additional columns from source systems for which pre-packaged 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)

• Complexity: Easy

Category 2: Adding New Fact or Dimension Tables

• Involves creating new data warehouse tables• Involves relating these new tables to existing

star schemas or creating new ones (modeling)

• May be sourcing data from packaged source system (i.e., Oracle EBS) or non-packaged source system

• Complexity: Medium-to-Hard

Tips: Configuration and Design

1. Complete “core” configurations and either Financials or HR Analytics first

– Initial Goal: a “clean” initial load– Then, expand to additional modules

2. Capture all configurations (spreadsheet)3. Be consistent and pragmatic with

designs – follow BI Apps StandardsFlorida Oracle Applications User Group

Annual Tech Event25

Maintain Modeling Standards

Reference the Oracle Business Analytics Warehouse Data Model Reference (Version 7.9.6.x)

Tips: Be Prepared to Extend Effectively

1. Follow the BI Apps standards2. OBIEE and ETL (Informatica) skills are

needed3. Ensure all extensions/customizations

are documented


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Tips: Report and Dashboard Development

1. Let the pre-built reports and dashboards sink in for users

– Rebuilding legacy reports can often be avoided

2. End users, especially super users, can build reports


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Tips: Adoption and Monitoring

1. Generate Metadata Dictionary– RPD utility; configure for online access

2. Set Up “Usage Tracking”– Much documentation online; invaluable in

understanding what reports and dashboards are actually being used

3. Have a look at how it’s performing– Weblogic has great information


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Monitoring Performance

Just about any performance metric is available

Who Does What?Functional activities• Turning things on & off• Reordering, renaming

dashboards & reports• Dashboard-level security• Adjusting terminology• Creating new versions of

reports• Report development

Technical activities• Changing business rules

(joins, calculations, etc.)• Adding DFFs/SITs/EITs• Loading/refreshing data• Adding users and/or Single

Sign-On (SSO)• Object-level security• “Repository” changes• DW Admin Console (DAC)• Report development

TAKE ADVANTAGE OF OBIEE 11GENHANCEMENTS

Oracle Business IntelligenceMost Powerful End User ExperienceComplete. Consistent. Accurate.

InteractiveDashboards

Geospatial Visualization

Office Integration

ReportsMobile

Applications & Portals

SearchAd-hocQueries

Collaboration

Scorecards

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• Mobile support

Scorecards & Strategy Management

Simple Sliders, instead of Prompts

Chart Zooming• Edit the properties of a chart using the

Answers Analysis Editor and check the 'Zoom and Scroll' property in the Canvas tab

• Then, the Zoom option is available along the lower 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

BI Composer

1 Turn Accessibility Mode “On”

2 You’ll notice the options change, and “Analysis” now mean something different

3 Here, a wizard-driven reporting option is available whereby the subject area, content and content (tables, charts, etc.) are specified

LET’S HAVE A LOOK

43 Florida Oracle Applications User GroupAnnual Tech Event

WRAP-UP

Speeds Time to Value & Lowers TCO

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Build from Scratchwith Traditional BI Tools Oracle BI Applications

Weeks or Months

Back-end ETL and

Mapping

DW Design

Define Metrics& Dashboards

Back-end ETL and

Mapping

DW Design

Define Metrics& Dashboards

Training/Roll-out

Training/Rollout

Quarters or Years

Prebuilt business adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

Faster deploymentLower TCOAssured business value

Oracle BI is Positioned Well

Source: Gartner (March 2011)

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”

• Not All Users Are the Same– Users across the organization have different requirements, though the KPIs ought not

to change much

• Business Rules Will Differ Across Organization– Agreeing on the business rules and calculations will take time– Centralizing the rules is key

• Data Quality is Key– Specialized routines for data cleansing may be required

• Data Validation & Acceptance Is Crucial– Especially when manual or “estimated” numbers are being replaced with real

numbers

Recommendations

Ensure Sponsorship is Clear– Possible mandates to use/accept of new data and reports

Utilize Best Practices and Industry Standards– There are many great sources and pre-built solutions help

Focus on Organizational Change Management– Consider initiatives to improve adoption

Provide Capabilities for Different Users– 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)

Derive the “Right” Scope and Rollout Plan– Consider a multi-phase roadmap and piloted rollout

Patrick [email protected]

888.278.0002 x246

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