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OBIEE and Oracle BI ApplicationsBest Practices and Case Studies
Agenda
Introductions
KPI Overview
Oracle Business Intelligence
Methodology and Best Practices
OBIEE: Customer Case Studies
KPI Ensures Success
Next Steps
KPI Partners
PNC Bank
wins 2008
Oracle
Customer
Excellence
Award
Largest and Most Experienced ORACLE BI Services Company
Over 80 consultants with 50+ in USA and 30 in India
Strong presence in San Diego, San Francisco, Los Angeles, Atlanta, Boston, New York City, Washington DC, Chicago and Toronto
Extensive Customer References and Accolades Rookie partner of the year in the first year of operation
PNC bank won Oracle’s 2008 customer excellence award
Netshops and PNC Bank presented at Oracle open world 2008
Novartis Pharmaceuticals awarded “Above and Beyond” award
Oracle selected KPI Partners as “Pillar Partner for BI”
Proven Implementation Methodology Templates of Process Maps that ensures a successful deployment
Leader in Innovation First partner to integrate ERP, BI applications, OBIEE and Hyperion
KPI PartnersA Leader in Oracle BI and EPM
Oracle Business Intelligence
© 2006 Oracle Corporation – Proprietary and
Confidential
Oracle BI Suite Enterprise EditionUnified Business Intelligence Infrastructure
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting & Publishing
Interactive Dashboards
DisconnectedAnalytics
Oracle
BI Server
OLTP & ODSSystems
Data WarehouseData Mart
SAP, OraclePeopleSoft, Siebel,
Custom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
WebServices
Oracle BI ApplicationsSingle- and multi-source Analytic Apps Built on BI Suite EE
Oracle BI Suite EE Plus
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting & Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
Sales
Service
&
Contact
Center
Marketing
Supply
Chain &
Order
Management
Procurement
and
Spend
Human
Resources
PackagedETL Maps
UniversalAdapters
Other Data Sources& OperationalSystems
DW Schema
ProjectsFinance
KPI Partners Methodology and Best Practices
Implementation Methodology
• Have Single Point of Accountability
• Have In-Depth knowledge of both technical requirements and business requirements
• Construct a Project Plan that recognizes the unique aspects of BI projects
• Rally the forces, communicate and manage effectively
• Build and maintain consensus from all corners of an organization
Step 1: Vision Workshop
Goal– Bring the key stakeholders of your initiative together
– Provide a structured forum, driven by the KPI Success Model to discuss the objectives and approach for your deployment
– Identify potential risk areas based on our years of experience deploying enterprise BI
– Plan your deployment based on proven best practices
– Ensure Development, QA and Production Hardware are ready
Deliverables– Project Charter Document: This document defines the following items:
– Project Calendar
– Deployment Methodology
– Project Success Criteria
Step 2: Requirements Gathering
Three Parallel TracksA. Install and deploy the Out-of-the-Box application
– Deliverable: Base ETL Load Report
B. Gather business and IT requirements
– Deliverable: Requirements Document
C. Perform a source system gap analysis between Customer’s source system and the BI application data model
– Deliverable: Source System Gap Document
Goal– Running the ETL process (Full and incremental)– Validating the data to understand if there are any data gaps– Designing the ETL methodology to bring in additional columns that may be
missing in the packaged application based on the requirements– Designing the metadata to accommodate new KPIs, source columns. Rearrange
the presentation catalog to support new naming conventions and grouping– Designing the dashboards and reports based on the gap analysis– Validating the performance of the reports and dashboards and provide a
performance tuning plan to the data base architect– Validating the authentication mechanism, access control and design changes if
there are any gaps
Deliverable– Data Model Design Document– ETL Design Document– Metadata Design Document– Report/Dashboard Design Document
Step 3: Design
Goal – Extend the data mart based on the fit- gap analysis
– Develop custom ETL maps to accommodate new data source columns
– Extend and customize the analytics metadata to accommodate new source data, new KPIs as well as modify the presentation scheme to cater user needs
– Create new reports and dashboards, extend existing reports and dashboards, hide some pre-built dashboards that are not useful for the business
– Integrate with portals and change branding
– Validate the data for the new ETL jobs
– Develop user authentication, report access control and user access control
– Performance tune the metadata and also the data mart
Deliverable– A fully functional BI application ready for production deployment.
– Bug status report
Step 4: Build
Goal– Deploy developed solution to test environment
– Coordinate user acceptance testing (Business and IT)
– Tune the performance based on production data volumes
– Deploy on production infrastructure
– IT training for post production maintenance
Deliverable– A fully deployed BI application, tailored for you.
– Knowledge transfer document:This is a hand-over training guide (ETL, Metadata and Dashboards)
– Data Lineage documentation and tool
Step 5: Deploy
Goal– Interview users to determine any gaps
– Optimize solution to lower TCO and enhance ROI
– Start vision workshop for next phase
Deliverable – Survey Results
– Application Roadmap Document
– Vision Workshop Report
Step 6: Evolve
High Availability deployment of OBIEE and BI Applications
BI Application Deployment Methodology
Performance Tuning of BI Applications – ETL
Performance Tuning of BI Applications – Reports and Dashboards
Dashboard Design Best Practice
BI Application Customization
BI Integration – with EBS
Unique Best Practice Offerings
• BI Single Sign On
• BI Application One- button upgrade
• OBIEE Security Modeling (Report and Data)
• BI Application Security Modeling (Report and Data)
• Integrating maps with dashboards
• Integrating Essbase with OBIEE and BI Applications
• BI Application –Leveraging universal adapters to load external data
Unique Best Practice Offerings
Financial Analytics at Large Health Benefits Company
Financial Analytics
Large Health Benefits Company with 11 million customers
Technology
Database: Oracle 10g
Oracle EBS: 11.5.10
Oracle Application Server 10g
Oracle BI Apps 7.9.5
Business Goals
Deploy EBS and BI apps simultaneously
Leverage BI Apps to close books faster
Leverage BI apps to do account reconciliation
Leverage Essbase with BI Apps to support statutory reporting
Data Security
What KPI Delivered
Customized BI apps to support reporting requirements
STAT Currency
Complex data security rules
Over 100 flex fields
Alternate COA for statutory reporting
Integrated BI apps, OBIEE and Essbase
Simultaneous go live with large ERP project
Prompts
to filter on
company,
Accounts,
etc. to help
in closing
process
Balance Sheet Analysis (OBIEE)
Prompts
allow users
to see their
part of the
business
Income Statement (OBIEE)
Dynamicallymanagestatutoryhierarchiesvia Essbase
Income Statement for Statuatory Hierarchies (Hyperion)
• Primary benefit was efficiency
• Met existing financial reporting needs and created a foundation for additional reporting in the future using Oracle BI Apps
• Introduced Hyperion outside the planning process for statutory reporting
• Self-Service for the majority of user requests
• Greater ability for Finance to serve business for ad-hoc report requests
• Improved reporting during close process
Business Benefits
Integration of BI apps with Oracle EBS for Single Sign-On and seamless user experience
Full integration of BI Apps and EBS data security to minimize user maintenance
BI Apps testing methodology significantly streamlined testing
Performance Tuning of BI Applications –ETL runs up to three (3) times per day
KPI’s Knowledge Transfer Methodology to ensure customer can manage the application
Best Practices Applied
CRM Analytics at PNC Bank
Technology
Oracle Business Intelligence
Oracle Sales Analytics
Oracle Marketing Analytics
Oracle Usage Accelerator Analytics
Siebel CRM
Mainframe Data
Oracle Database 10g
Business Goals
PNC Bank needed to increase visibility into its sales pipeline for its corporate and institutional bank sales force to improve its effectiveness. Data was spread in multiple systems including legacy mainframe applications with access to only a select group of managers.
PNC Bank is one of the Largest Financial Services companies in the US
What KPI delivered
KPI Partners customized Sales Analytics to fit PNC’s needs.
PNC users can access data and alerts for notifications.
After implementing CRM Analytics, PNC Bank increased revenue, traceable to improved sales analytics by rep, territory and regions along with the ability to track competitors and improve risk management.
Sales Analytics to all sales reps
CRM Sales Analytics –Oracle Customer Excellence Award 2008
Weekly sales call where sales management did not know Pipeline vs. Goal
Enhance value of CRM data by letting the commercial banking group answer four key sales questions
1. What is my sales performance?
2. Will we meet our forecasts?
3. How can I increase sales?
4. How effective is our sales process?
Business Challenges
Pipeline Forecast by Close Date (30/60/90 days)
29
How much Opportunity Revenue is in my Pipeline to meet my Remaining Sales Goals?
30
Product Analysis –Win Ratio and Product Forecast
31
Technology Challenges Overcome
Exceeded end user performance expectations
A key success factor for customer executives who had a bad experience with previous BI technologies
Multiple security providers
Database, LDAP
Tight integration with Siebel CRM
Single sign on, Action links
24/7 application that lets users know when data is being loaded
Business Benefits
Leading edge application for the financial services industry
Met key goal of providing useful information to the front line sales rep and sales manager
Sales performance management
Find new opportunities
Close deals faster by leveraging best practices from other regions for defeating competitors and selling new products
Fewer end of quarter surprises by tying together sales goals and pipeline
Best Practices Applied
Using Out-of-the-Box application to drive the requirements process
Dashboards standards to ensure consistent look and feel across application
Full integration with Siebel CRM to ensure user adoption
Production migration checklist for complex application migration
BI Applications testing methodology to manage ten week testing cycle
OBIEE Implementation for Insurance Claims
OBIEE Implementation
Technology
Database: Oracle 9i
Oracle BI: OBIEE Ver 10.1.3.2 on Windows 2003
Oracle Application Server 10g
Oracle MapViewer 10g
ETL: Custom code using Oracle PL/SQL
Business Goals
Deploy advanced analytics on Claims data to its customers
Deploy OBIEE in a software as a service mode
Deploy advanced visualization
•Global leader for Insurance Claims Processing Software•Serves 300 insurance carriers globally
What KPI Delivered
Deployed OBIEE with Oracle map technology for better visualization (First in the country)
Developed advanced security model to support OBIEE in SAAS mode (First in the country)
Designed sophisticated data model to handle large data set
Business Challenges
Enhance value of claims processing software by providing web based analytics on claims data
Leapfrog their competitor’s offerings for the insurance industry
Replace existing Cognos Powerplay solution since it cannot provide claim level detail to answer questions such as: Which claims adjusters are consistently overpaying claims as compared to
industry averages
Are less expensive OEM parts being used where possible?
Which geographic areas have consistently higher claim costs to determine the cause (i.e. unsafe traffic conditions, crime, etc.)
A BI solution that provides daily data updates instead of weekly
Show highly geographic claim data (down to zip code level) using easy to visualize maps
Maps are Controllable
Integration between OBIEE and Oracle Mapviewer
OBIEE prompts drive both OBIEE reports and maps!
Can zoom and scroll to look at geographic areas of interest using integrated Oracle Map Viewer controls
Drill Down to County Level
Geographic info stored in Oracle Spatial Database and accessed by Oracle AS Map Viewer
Drill Down to ZipCode Level to Determine Auto Accident Activity and Claim Payouts
Leading edge Integration between OBIEE and Oracle Mapviewer
Technology Challenges Overcome
Complex application delivered on a tight timeline
Leading edge integration with Oracle Mapviewer
Deploy in an extranet application with SSL encryption and numerous other security technologies
24/7 operation with clustering, failover and system monitoring
Achieved excellent performance through:
Use of summary tables and materialized views
Oracle BI caching
Oracle Database technologies such as bit-mapped indexes and star join transformations
41
Business Benefits
Leading edge application for the insurance industry
A generation ahead of competitor’s offerings
Retain existing customers and gain new customers
Retire legacy Cognos Powerplay application
KPI Partners is currently working on the next 3 phases of the project with the customer
New applications
Knowledge transfer and training of customer team
Best Practices Applied
KPI Partners Methodology for Performance Tuning OBIEE Reports and Dashboards
High Availability OBIEE Infrastructure for Customer Facing Application
Highly secure infrastructure (encryption) for sensitive customer data
Customizing OBIEE look and feel for Audatex branding
Integration of Oracle Mapviewer with OBIEE
OBIEE Implementation at Cox Communications
Technology
Database: Oracle 10g
Oracle BI: OBIEE Ver 10.1.3.x on Windows 2003
Business Objects: 5.x to 6.x
Business Goals
Keep migration costs low
Keeping or enhance existing functionality
Gain benefits of OBIEE functionality
Have a repeatable process for every application
One of the largest Telecom Providers
What KPI delivered
Complex applications converted on a tight timeline
25 universes and over 1,500 reports converted
Maintained or enhanced existing functionality
Improved performance in most cases
Business Objects/SAP to OBIEE Conversion
Best Practices Applied
KPI Partners’ Methodology and Best Practices for Converting from Business Objects to OBIEE White paper on difficult to migrate features
Conversion methodology
Methodology for leveraging off-shore resources for OBIEE projects
Metadata and dashboard standards
Customized computer-based training on OBIEE to ensure user adoption
HR Analytics Implementation at a
Global Pharma Company
Large Pharmaceutical Company with 96,700 employees
Technology
ERP: PeopleSoft V 8.9
Oracle BI: OBIEE 10.1.3.3 on
Windows 2003
Oracle BI Apps: HR Analytics
7.9.5
Database: Oracle 10g
Oracle Application Server 10g
Business Goals
Standardize employee reports for senior management’s decision making
Analyze organization talent measures
Overcome limitations of ERP reporting
Enable self-service reporting and ad-hoc reporting
Provide secure access to HR data
What KPI Delivered
Deployed HR Analytics in 10 weeks
Developed custom organizational hierarchy for data security
Added historical data for trending purposes
HR Analytics Customer
Best Practices Applied
Use of pre-built reports and dashboards to drive the requirements process
ETL Performance tuning methodology
Leveraged KPI Methodology to turn around a failed implementation by their EBS Provider
Financial Analytics at Student Loans Company
Largest provider of Student Loans in the US
TechnologyERP: PeopleSoft
Oracle BI: OBIEE 10.1.3.3 on Windows 2003
Oracle BI Apps: Financial Analytics 7.9.5 -General Ledger and Profitability Analytics
Hyperion Essbase Version 9.3
Database: Oracle 10g
Oracle Application Server 10g
Business GoalsEnhanced financial reporting for their
PeopleSoft ERP
Self service reporting
Integrate Essbase reporting with OBIEE reporting off BI applications
What KPI deliveredOBIEE on Essbase was a new capability
Complex financial formatting in OBIEE
Financial Analytics and Essbase
Income Analysis
Contingency Collections Income Analysis
Income Statement
Best Practices Applied
Maximizing OBIEE on Essbase functionality Summary in Essbase, detail in Relational
KPI Partners Methodology for Selecting Best Financial Reporting Option with Oracle and Hyperion BI Products Data choices: BI Apps, Essbase, OLTP
Front end choices: OBIEE, BI Publisher, Hyperion Financial Reporting, Smart View
KPI Ensures Success
Next Steps with KPI Partners
Come visit us at Oracle Open World
Training
One or Two-Day Health Check / Oracle BI Readiness Assessment
Quick Start Offerings
Hands-On Business User and Technical Workshops
Sid Goel, Partner & BI Architectemail: [email protected]: (650) 388-6657
Keith Weisz, Director, Business Development Mid-West Regionemail: [email protected]: (816) 304-1005
Jaime Seagraves, DirectorBusiness Development, NorthEastemail: [email protected]
CONTACT INFORMATION
Kusal Swarnakar, Partneremail: [email protected]: (925) 984-1371
Norman Dy, Director, Business DevelopmentCalifornia and Pacific North Westemail: [email protected]: (619) 245-5090
