Driving the Next Generation EIM Architecture

Driving the Next Generation EIM Architecture

Leverage Oracle BI Applications Architecture to Meet Real-Time Reporting Requirements

Neetu Shaw is an industry author, speaker and thought leader for enterprise information management, big data, advanced analytics, and data governance. She leverages her 17 years of hands-on information strategy experience in diverse industries and technologies to help a variety of clients in financial services, energy, utilities, healthcare, biotechnology, communications, media, entertainment, automotive, retail, manufacturing, aerospace and advertising to realize their BI capabilities.

INTRODUCTIONS

Shiv Bharti is the Practice Director of Perficient’s National Oracle Business Intelligence Practice. Shiv has solid experience Building and Deploying Oracle Business Intelligence Products. He has successfully led implementation of over 75+ Oracle Business Intelligence and Custom Data Warehouse Projects. Shiv has worked in multiple industries and with clients that include fortune 500 companies . He has Expertise leading large global teams, as well as in-depth knowledge across multiple verticals and technologies. Prior to 2008, Shiv was a member of the Oracle and Siebel Core Engineering Teams and responsible for the Design and Development of numerous Business Intelligence Applications.

01 About Perficient

02 Building a Unified Enterprise Information Architecture

03 Oracle BI Applications Overview

04 What is Real-Time BI?

05 OBIEE Metadata Modeling Steps To Achieve Real-Time Analytics

06 Q&A

3

AGENDA

Experts in delivering business-driven technology solutions

Inspiration Delivered 4

ABOUT PERFICIENT01

5 Experts in delivering business-driven technology solutions

Leading Technology Consulting & Solutions Firm

Founded 1997 $450M+ in annualized revenues 85% of revenue from recurring clients

Platinum Partner w/1,800+ Oracle Implementations Enterprise Information Management Enterprise Performance Management

(EPM) E-Business Suite Oracle Technology, Middleware/SOA Customer Experience / CRM Oracle Certified Education Partner

Key Differentiators Focused expertise, lower cost, faster

time-to-value Highly-experienced consultants National coverage Perficient uses Oracle to run its business A strong commitment to Oracle world for

our 10th year in a row

PERFICIENT

Expansive OOW Presence

Main Booth Big Data Theatre CX and HC Showcases Multiple Presentation

Sessions Life Sciences Digital HC Leveraging ODI to Automate

Data Extraction

Our Social Media Presence www.perficient.com/oo

w @PRFT Oracle http://

blogs.perficient.com/oracle

http://www.perficient.com/oow

http://www.perficient.com/oow

PERFICIENT’S ENTERPRISE INFORMATION SOLUTIONS LANDSCAPE

6

Glo

bal

Del

iver

y C

ente

rs/O

ffsh

ore

Del

iver

y Deep Financial Services Domain Expertise

Enterprise Information Management (EIM) Solutions & Services

Enterprise DataModeling, Warehousing,

Integration

InformationGovernance

MDM, Metadata, Governance, Quality

AnalyticsDescriptive, Diagnostics, Predictive, Prescriptive

Big DataAt Rest, In Motion,

Discovery

Content SolutionsManagement,

Intelligence, Search

Healthcare

Ind

ust

ry

Ver

tica

lsN

ich

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olu

tio

ns

EIS

Pill

ars

Fu

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Ven

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STRATEGIC AND AGNOSTIC CONSULTINGExecutive Advisory

Services & WorkshopsStrategy andRoadmaps

Product Selections Enterprise Data &Solution Architecture

Governance andOrganizational Design

Health Checks

Financial Services

Retail and Consumer Markets

Life Sciences


ORACLE BUSINESS UNIT Oracle Platinum Partner with multiple specializations

10+ year relationship of loyalty and trust

Successfully delivered over 375 Oracle BI projects

50+ U.S based Consultants and 50+ Offshore consultants dedicated to delivering Oracle BI Solution

60% of consultants come from Oracle Engineering

Multiple Delivery Models

Deep technical expertise on Oracle BI Apps, OBIEE, Custom Data Warehousing, Oracle

Golden Gate, Mobility Oracle Certified Education Training Partner

Work closely with Oracle product management to provide feedback for functional enhancements

Strong partnerships with field sales and marketing organizations

Long standing involvement with Oracle Open World


UNIFIED INFORMATION ARCHITECTURE 02

• Promotes a UNIFIED vision for Info. Mgmt. & Analytics

• Prioritized by Business Need

• Adaptive to Business Change

• Driving Agile Value from Raw Data Assets

• Quickly establishes consensus on the scope of your EIM solution without being distracted by technical details

• Paints the “big picture” for internal communications to build support

Multi-Channel Delivery

IntelligentProcesses

Real-TimeAnalytics

Unified Information Management

High VolumeData Acquisition

Multi-structured Data Persistence

Low LatencyData Processing

Single Version of the Truth

Speed of Thought Analysis

Interactive Dashboards

Discovery and Advanced Analytics

Event Processing

Applications-Embedded Analytics

Guided User Navigation

Performance and Strategy Management

Real-Time Decisions

OperationalData

Content ExternalData

ReferenceData

COTSData

HistoricalData

AnalyticalData

System-Generated

Data

Public Cloud Managed Services Private Cloud Traditional IT

CAPABILITIES-DRIVEN REFERENCE ARCHITECTURE

Source: ORA White Paper

• Ensure your EIM solution includes all the Necessary Capabilities

• Develop Holistic EIM Vision and Roadmap for one or more pillars

• Defines it as an integrated solution rather than a piecemeal effort

• Map Current Capabilities to find Solution and Product gaps

• Identify supporting design patterns and reusable components

• Codify common analytic patterns and models

• Establish data quality governance strategy - processes and procedures

Presentation Services

Information Services Event Handling

Advanced Analytics Tools

Interactive Dashboards

Process-Specific Analytic

Applications

Industry-Specific Analytic

Applications

Custom Analytic Applications

Performance Management

Guided Analysis

Business RulesBusiness Activity Monitoring

Sec

uri

tyM

on

ito

rin

gM

ana

gem

ent

Mo

del

ing

Reports Charts & Graphs Spreadsheets Go

vern

an

ce

Data Processing Data Virtualization

Data Ingestion

Event Detection

HistoricalData

AnalyticalData

DiscoveryData

In-DBAnalytics

System-Generated

Data

ExternalData

COTSData

ReferenceData

Operational Data

Content

Intelligence Analysis Tools

InteractionLayer

ProcessLayer

ServicesLayer

InformationLayer

SharedInfras-

tructure

Multi-ChannelDelivery

Desktop Laptop Mobile Tablet Print Email SMS

Database Machine Big Data Appliance Analytics Machine

EXPANDED LOGICAL ARCHITECTURE

FOCUSED LOGICAL ARCHITECTURE & ORACLE PRODUCT MAPPING – Intelligent Processes

Source: ORA White Paper

Transactional Systems

Information Integration Master Data Management

Security Services Layer

Content and CollaborationManagement

External Data

Reference Data Stores

Transactional Stores

• Data Strategy - Master, Meta, Big• Data Governance • Data Architecture• DW / BI/ Analytics

• Reference Architectures• Standards• Policies• Guidelines• Processes

Architecture and Design Data Governance Process Analytical and Model Management Digital Transformation/ Change

Management Data Quality

Information Lifecycle Management Metadata Management External & Cloud Data Security and Privacy Operations Management Education & Training

Master • Customer • Product • Vendor • Reference

12

ENTERPRISE TRANSFORMATION / DATA FOCUS

Source 1

Source 3

Source 2

Source n

Source 1

Source 3

Source 2

Source n

Source 1

Source 3

Source 2

Source n

SO

A

Centralized Metadata Repository Metadata Integration Services

Master Data Management

ID linkage (Customer, Product, Vendor) Match & Merge

Mater Data Hub

Managed Data

Data Quality & Metadata Data Mart Metadata Reporting and Analysis

Data Warehousing Business Intelligence

Metadata Management

Big Data

OS & Staging EnterpriseData

Warehouse

Physical & Virtual

Data Marts

Reporting

Visualization

Analytics

DiscoveryExternal

Data

LOB Analytics

Marts

ETL/Staging

Data Quality

Standard Reference

Data

Information as a Service

Pattern-Based or Metadata Driven

Presentation Manager/Application

Integration

Content & Collaboration Server

Content Database

Line of Business / Application

Data Warehouses (SOR)

Structured / Unstructured Data

Information Lifecycle Management



ORACLE BI APPLICATIONS OVERVIEW02


ORACLE BI APPLICATIONS

Complete. Open. Integrated.

OLTP & ODSSystems

Data WarehousesData

Marts(SQLServer, Oracle…etc.)

)

PackagedApplications

(Oracle, SAI, UltiPro)

ExcelXML/Office

BusinessProcesses

OLAPSources(MS Cube)

Exadata Unstructured & Semi-

Structured

ERP Analytics

Planning &Forecasting

Financial Close & Reporting

StrategyManagement

Profitability Management

CRM Analytics

Industry Analytics

BI Server

Common Enterprise Information Model

Essbase Dimension Management Predictive Analytics

Interactive Dashboards Reports & PublishingQuery & Analysis Detect & AlertOffice Search Embedded Mobile Scorecards

Dat

aS

ou

rces

BI/

EP

MP

latf

orm

BI

/ E

PM

Ap

ps

15



Adopt the Data Model – Don’t Build Your OwnComprehensive Conformed Dimensions Ensures Cross Functional Alignment

Sales Opportunities Quotes Pipeline

Marketing Campaigns Responses Marketing Costs

Service Service Requests Activities Agreements

Contact Center ACD Events Contact-Rep Snapshot Targets and Benchmark

Loyalty Members and Points Transactions Promotions

Price Price Waterfall Deal Desk Price Segments

ERP ANALYTICS

• 370 Fact Tables • 595 Dimension Tables• 8,200 Prebuilt Metrics• 17,700 Data Elements

•Customer•Products•Suppliers•Internal Organizations•Customer Locations•Customer Contacts•GL Accounts•Employee•Sales Reps•Service Reps•Partners•Campaign•Offers•Cost Centers•Profit Centers

CRM ANALYTICSCONFORMED DIMENSIONS

MODULAR DATA MODEL

Finance Receivables Payables Cash Flow General Ledger

Procurement & Spend Procurement Performance Supplier Performance Spend Analysis

Order Management Sales Orders and Invoices Bookings, Billings, Backlog Order fulfillment process

Supply Chain Inventory Performance Inventory Bill of Materials Customer & Supplier Returns

Human Resources Compensation Recruiting, Training, Learning Workforce Profile

Projects Project Funding Project Budgets Project Performance

16



Pre-mapped metadata, including embedded best practice calculations and metrics for executives and other business users

A “best practice” library of over 8200pre-built metrics, 88 intelligent dashboards, 2576 reports and several alerts for Executives, Managers and Business Users

Pre-built ETL to extract data from operational tables and load it into the DW, sourced from PSFT, Oracle EBS and other sources

Pre-built warehouse with 370 star-schemas designed for analysis and reporting on financial analytics

• Presentation layer• Logical business

model• Physical sources

1 3

2 4

17

ARCHITECTURE


Sources can Oracle ERP, Non-Oracle ERP, Legacy or Custom Applications

Informatica or ODI for Extract, Transform and Load into the Data Warehouse.

Simple, yet powerful data warehouse architecture.

Robust pre-defined OBI EE metadata built specifically for Oracle ERP Customers. All Oracle ERP data integrity and relationships built in.

OBI EE Analytics reporting tools, including dashboards, reports, graphs, etc.

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

OBI EEAnalytics Server

OBI EEAnalytics WebDashboards by Role

Reports, Analysis / Analytic Workflows

Informatica(ETL) / Oracle Data Integrator(ODI)

Oracle ERPNon-Oracle ERP

Source SystemsLegacy

Data WarehouseDatabase

Meta

data

DataWarehouse

Ad

min

istr

ati

on


BUILD VS. BUY

Build from Scratchwith Traditional BI Tools

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training/Roll-out

Training/Rollout

Quarters or Years

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

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

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

• Faster deployment• Lower TCO• Assured business

value

Speeds time to value and lowers TCO


REAL-TIME BI02

20

WHAT IS RTBI?


Real-time business intelligence (RTBI) is the process of delivering information about business operations as they occur. Real time means near to zero latency and access to information whenever it is required.

Access to Point of Sale Transactions

Operational reports for Business that depend on timely deliveries

Need up to date information with real-time data


METADATA MODELING FOR RTBI03

22

DESIGN SCENARIO


OBAW

OLTP

Source Systems

23

OBIEE – PHYSICAL LAYER


Physical Layer – “Intelligent Request Generation”Reads in system catalog

Multiple sources

Optimized SQL generation

Regardless of Schema

Function ship to appropriate data sources/Compensation

OBAW

OLTP

24

OBIEE – Business Layer


Business Model Layer – “Calculation Engine”

Physical complexity converted to logical subject areas

Drill-Paths

Complex/Derived Measures (Level-based, time series, dimension-specific, nested)

Aggregate/Fragment Aware

25

OBIEE – Presentation Layer


Presentation Layer

Role-based, in context, personalized presentation – Oracle Analysis

26

OBIEE ANALYSIS


select sum(T217.NET_QTY) as c1, T712.DATE as c2 T956.PRODUCT_NAME as c3 T471.CUSTOMER_NUMBER as c4from VIEW_DATE T712 VIEW_PRODUCT T956, VIDEW_CUSTOMER T471, VIEW_SALES_ORDERS T217Where (T712.ROW_ID = T217.DATE_ID AND T956.ROW_ID = T217.PRODUCT_ID AND T471.ROW_ID = T217.CUSTOMER_ID)group by T712.DATE, T956.PRODUCT_NAME, T471.CUSTOMER_NUMBER

select sum(T312.NET_QTY) as c1, T925.CALENDAR_DATE as c2 T659.PRODUCT_NAME as c3 T323.CUSTOMER_NUMBER as c4from W_DAY_D T925 W_PRODUCT_D T659, W_PARTY_D T323, W_SALES_INVOICE_LINE_F T312Where (T925.ROW_WID = T312.DATE_WID AND T659.ROW_WID = T312.PRODUCT_WID AND T323.ROW_WID = T312.PARTY_WID)group by T925.CALENDAR_DATE, T659.PRODUCT_NAME, T323.CUSTOMER_NUMBER

27

SAMPLE 3-TIER ARCHITECTURE


28

BI APPS 11.1.7.1


New BI Analytics Apps Supports Real-TimeBI Apps 11.1.1.7.1 with Oracle Data Integrator and GoldenGate

Oracle Data Integrator provides In-database E-LT Transformation vs. E-T-L Best in class performance, scalability, availability Lightweight deployment for lower TCO Faster time-to-value through declarative design

Oracle GoldenGate option for BI Apps Reduce load on source system by streaming data continuously into persistent store in the DW More reliable change data capture and delete support Enables near real-time dashboard refresh BI Apps 11.1.1.7.1 with Oracle Data Integrator and GoldenGate


Transportation Consumer Goods/Media Oil & Gas/Chemical

Manufacturing Technology Higher Education

Healthcare Financial Services Energy

SELECT SUCCESSES

http://www.uh.edu/

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=kbuasSkpsPyT3M&tbnid=3LS8MPyPiXwUdM:&ved=0CAUQjRw&url=http://www.faqs.org/sec-filings/110606/CARRIZO-OIL-and-GAS-INC_8-K/&ei=Wdc2Ufi4L8Wo2gWB-YGoAg&bvm=bv.43287494,d.aWM&psig=AFQjCNEt_vmoTpSBNsPq3linffGOoiXBrA&ust=1362634961838379

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=1mOkNiAt9nOlCM&tbnid=jWrsqHsw9WnumM:&ved=0CAUQjRw&url=http://www.4wheelsnews.com/ally-financial-launches-us-program-to-help-dealers-get-more-customers/&ei=gNc2Ue-qOqjq2AXnj4Ao&bvm=bv.43287494,d.aWM&psig=AFQjCNFrP5adu-RlGFLXth_x0_e6XlQfcQ&ust=1362635001827806

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=Jvi2afnha50D7M&tbnid=kPK3LnMuiujfGM:&ved=0CAUQjRw&url=http://www.informationliberation.com/index.php?id=16253&ei=X9g2UYSyN8mp2gW89oCoDQ&bvm=bv.43287494,d.aWM&psig=AFQjCNEGNTgJXsRCWDzzSaIPjpsdYGO0Jw&ust=1362635205681675

30

CALL TO ACTION


Contact Us Within the Next Hour to Receive a Complimentary Advisory Workshop

Logical Unified Architecture Real-time Oracle BI Apps and Intelligent Processing Big Data and Advanced Analytics Agnostic Enterprise Information Strategy encompassing all EIM

Pillars

Contact Us By Tomorrow to Receive The CIOStory Publication Other Top White Papers on Enterprise Information Management

(Industry, Agnostic or Oracle Product Specific)


AQ&


Thank You!

For more information, please contact:

Shiv Bharti, Oracle BI Practice [email protected]

312.291.1532 office I 312.659.3233 mobile

Neetu Shaw, Principal, Enterprise Information Solutions [email protected]

248-770-1226 office I 248-770-1226 mobile

www.facebook.com/perficient

www.perficient.com

www.twitter.com/perficient

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Driving the Next Generation EIM Architecture