Migrating from SAP Business Objects to Oracle Business Intelligence suite at a High-Tech firm
Salil Durani
Director, Enterprise Architecture
1 © 2011 Brocade Communications Systems, Inc. Company Proprietary Information
Brocade at a Glance
$0.6 $0.8
$1.2
$1.5
$2.0 $2.1
2005 2006 2007 2008 2009 2010
Annual Revenue (Billions)
• Founded in 1995
• 4,700+ employees worldwide
• Headquartered in San Jose, CA
• Operating in more than 160 countries
• $2+ billion in annual revenue
10/5/11 2 © 2011 Brocade Communications Systems, Inc. Company Proprietary Information
10/5/11 © 2011 Brocade Communications Systems, Inc. Company Proprietary Information 3
Brocade One is…
…how Brocade enables new business models and capabilities for service providers.
• Highest density 100 GbE • Backbone and research
networks
• Low latency solutions
• Application Delivery Solutions • Price/performance leadership
…how we simplify today’s advanced data centers.
• High density 1 GbE and 10 GbE • Ethernet Fabric
• Brocade Network Advisor
• Storage Area Networking
• High performance extension and encryption
10/5/11 © 2011 Brocade Communications Systems, Inc. Company Proprietary Information 4
Brocade One is…
…why users can enjoy the benefits of their applications and information anywhere.
• Active-active mesh architectures • Mobile backhaul
• Data center reliability, throughout the network
• Unified wired/wireless management
10/5/11 © 2011 Brocade Communications Systems, Inc. Company Proprietary Information 5
Brocade One is…
10/5/11 6 © 2011 Brocade Communications Systems, Inc. Company Proprietary Information
Unmatched Simplicity Unified management domain
Non-stop Networking Resiliency without redundancy
Application Optimization Low latency, deterministic
Investment Protection Open extensible IT sourcing
Brocade One Strategy
Migrating from SAP Business Objects to Oracle Business Intelligence suite at a High-Tech firm
Salil Durani
Director, Enterprise Architecture
7 © 2011 Brocade Communications Systems, Inc. Company Proprietary Information
10/5/11 © 2011 Brocade Communications Systems, Inc. CONFIDENTIAL—For Internal Use Only 8
Business Requirements – Customer 360
Customer Profile &
Relationship
Brocade Product Portfolio
Share of Customer
Wallet
Sales by Region & Channel
Opportunity Pipeline &
Future Shipments
End User Details
SLA Performance
& Enhancement
Marketing
Sales
Product Development
Operations
Support & Services
Finance
And More
Disconnected Channels
10/5/11 © 2011 Brocade Communications Systems, Inc. CONFIDENTIAL—For Internal Use Only 9
Customer Service Marketing Sales Automation Partner Mgmt
Call Center Marketing Sales Partner/Channel
existing non-integrated CRM
Inconsistent Customer Experience
Support Sales Marketing Partner
CRM ERP
Target Customer Experience
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 10
BMI Customer -Contact Data Hub
POS Sales Service Marketing Partner
Channel
Consistent Customer Experience
Customer Facing
Platform
CONTACT CUSTOMER
Integrated End-to-End Process
No Customer 360 without Enterprise Business Intelligence
ENTERPRISE BUSINESS INTELLIGENCE
“Just as architecture provides a blueprint for constructing a building, “Enterprise Architecture provides a blueprint and roadmap for aligning business strategy with IT”
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 11
Architecture Initiatives
10/5/11 © 2011 Brocade Communications Systems, Inc. CONFIDENTIAL—For Internal Use Only 12
Customer Data Hub
Enterprise Business Intelligence
SOA Web Services
• Enterprise Business Intelligence
• Architecture
• Development Methodology
• Project highlights
• Channel Intelligence
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 13
Topics
Why Enterprise BI
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 14
Legacy BI Landscape - 2009
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 15
Data Warehouse
Business Objects OBIEE
Source Master and Transaction Data
Reports Dashboards
EXCEL Private DBs
Fragmented Data Model
Sales Systems
Financial Systems © 2011 Brocade Communications Systems, Inc. Company Proprietary Information 16
Business Intelligence Legacy
Customer Invoice Product Prospects Quote Product
Finance Dashboard Sales Dashboard
the Great Divide
No single source of truth
Dashboards are departmental NOT Enterprise focused
Financial Systems
Sales Systems
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 17
Enterprise Business Intelligence Proposed Architecture
Customer Invoice Product Prospects Quote Product
Customer Invoice Product Quote
Enterprise Logical Data Model Governance
Finance Dashboard Sales Dashboard Presentation
Logical
Physical
Consistent Dashboards
Architecture
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 18
Current Architecture - Limitations
• OBIA provides an out-of-the-box (OOB) Enterprise Logical Model
• Compatible with Oracle EBS module
• Upgraded and maintained by Oracle
• Performance tested and is extensible
• Meta-data model that can be extended and managed by business
• Security model consistent with EBS
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 19
Oracle BI Apps (OBIA) Advantage
• upgraded and maintained by Oracle
• performance tested and is extensible
• Meta-data model that can be extended and managed by business • Security model consistent with EBS • Meta-data model that can be extended and managed by business
• Security model consistent with EBS
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 20
SALES ORDER
PARTNER CUSTOMER
SHIPMENT
EMPLO
YEE
QUOTE
PROJECT
S
SERVICE REQUEST
INSTALL BASE SUPPORT
INVOICE PRODUCT LEAD DATE
GL ACCOUNT
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 21
Enterprise Logical Model The foundation
Governance
Security
OBIA Data Model
Custom Data Model
Third Party Enterprise data
model Build Vs Buy
Data Governance • Meta data definitions
• Socialization within business
• Enterprise Dimensions
• Single source of truth
• Validation of custom extensions
• Alignment of third party data models with OBIA
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 22
SALES ORDER PARTNER CUSTOMER
QUOTE SERVICE REQUEST
INSTALL BASE SUPPORT
INVOICE PRODUCT LEAD DATE
GL ACCOUNT
BI 360 Architecture
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 23
FINAN
CE
ORD
ER M
GMT
SERV
ICE
PROCU
REMEN
T
CHAN
NEL
INTELLIGEN
CE
H.R.
SFDC
CUSTOM
Dashboards, Reports, Alerts, Plug-‐ins, Drill-‐down, Publisher
EBS SFDC SaaS HYPERION CDH CUSTOM
Physical Data Warehouse
Presentation
Logical
Physical
Enterprise architecture implemented in phases
Security
Enterprise Physical Data Warehouse Logical Data Model Data Governance
Hyperion integration
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 24
BI Dashboard
Other sources
Hyperion
Transactional Data Hyperion Analytics Real-time
Drill -dow
n
Brocade Customer
Hub
Drill Down into Transactional Data
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 25
Authoritative Data
Derived Data
Legacy BI Life Cycle Manual Data processing
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 26
Transactional System
Data Warehouse
Reports
Decision Making
Slice & dice Drill down
Business Intelligence
Very slow
Authoritative Data
Target BI Life Cycle OBIEE Based – drill down
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 27
Transactional System
Data Warehouse
Reports
Decision Making
Slice & dice Drill down
Business Intelligence
Agility in providing ad-hoc BI, results in business efficiency
Real Time
Embedded Business Intelligence
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 28
BI Data Application Data Provide the right information at the right time
Development Methodology Agile BI
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 29
Requirements
Data definition, Sources, Entities,
Dimensions, Security
Design
Development Test`
Produc7on
Security Dimensions, Facts,
Logical Model
Data mapping Extraction ETL Data Validation
Base Dashboards Data Testing
End User Testing
Iterative enhancements UI enhancements
End user enhancements
Governance
Life Cycle Management Agile BI
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 30
Methodology
• Breadth first on data model
• Agile BI (RAD) methodology
• Early deliverables • End user engagement • Iterative deployment approach • Delivery to business every 4-8 weeks
• Dashboards, Operational Reports and Real-Time reports using a common OBIEE tool
• Maximize use of “Out Of The Box” (OBIA) functionality
• Fold all non enterprise data sources into a common logical model © 2011 Brocade Communications Systems, Inc. Company Proprietary Information 31
• Oracle Real-Time Decisions
• Embedded BI
• Mobile BI
• Rich OBIEE features
• Enterprise Logical Model
• OOB functionality in OBIA
• Drill down into transactional systems
• Integrated OLAP (Online Analytical Processing):
• Hyperion EssBase
• Database 11g OLAP Option
10/5/11 © 2011 Brocade Communications Systems, Inc. CONFIDENTIAL—For Internal Use Only 32
Oracle BI Tools Why
Why Oracle BI Why Oracle BI
Its NOT about the tool, Its about the enterprise strategy
Business Objects End Of Life Game Plan
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 33
Capture Business Objects IP
• Identify and document sources
• ETL mapping from sources to data warehouse
• Business Objects universe definition
• Operational Reports
• End Users
• Power users
• Security
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 34
Business Objects strategy
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 35
Busi
ness
Obj
ects
Uni
vers
e
PARTNER CUSTOMER
SHIPMENT
EMPLO
YEE
PROJECT
S
SERVICE REQUEST
INSTALL BASE
SUPPORT
INVOICE PRODUCT DATE
GL ACCOUNT
Enterprise Logical Model
SALES ORDER
QUOTE
LEAD
Oper
atio
nal R
epor
ts
1. Overlay Enterprise Logical Model 2. Identify missing Dimensions and Facts 3. Create custom Objects 4. Migrate Operational Reports
Analysis
• Analyze BO universe for data entities covered by Enterprise Data Model
• Map existing data sources
• Review OBIA modules OOB • Map to BO universe
• Identify Operational reports
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 36
Business Objects Reports
• Remove not used reports
• Determine reports around common dimensions
• Identify data/reports in legacy not included in OBIA
• Extend Logical Model
• Use ETL definitions from BO Universe
• Develop balance reports in OBIEE
to be migrated
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 37
Business Objects (BO) end-of-life Plan
• Out-source maintenance of legacy BO warehouse
• Monitor Changes/enhancements to Legacy BO data-warehouse
• Implement Change Control on legacy BO
• As you add new dimensions to the OBIEE Data Model • corresponding dimensions and related facts should be
migrated from the BO data warehouse
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 38
Enterprise Business Intelligence Project
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 39
Rollout Strategy OBIA Functional Modules
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 40
Actors
ETL Development
BI Development
Business Analyst
Business
Prod Rollout
Extensions OOB
Custom Dashboards
Data Model Migrate
BO Reports
UAT
IT funded
Project / Business funded
1. Creation of the Logical Model 2. Definition of ETL processes 3. Load of production data for the data model 4. Complete OOB BI_APPS functionality for the module 5. Creation of all existing extensions to the model
1. UAT of the data 2. UAT of OOB functionality 3. Definition of Dashboard/Reporting requirements 4. Development of Dashboards/Reports 5. UAT of custom dashboards
Key Success Factors
• Speed of delivery • Small but frequent deliverables • Breakdown large deliverables into small ones
• Creation of BI Landscape • Trained IT team • Trained business users • Methodology that works • Every 2nd user to be using BI, one out of every 100 developing
dashboards
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 41
Resource Model Business users own the dashboards
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 42
0
10
20
30
40
50
1 2 3 4 5
Development Analyst Business
Channel intelligence
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 43
Channel Intelligence Proposed Architecture
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 44
Partner End User Install base Quote
Enterprise Logical Data Model
Governance Channel Intelligence Presentation
Logical
Physical
Source
Oracle EBS MDF Sales Force Dot Com
SFDC InfoNow
POS CDH Install Base
EBS
PRM
CDH MDF Info Now SFDC
Dimensions Time Series Hierarchies Measures Aggregation
User Roles SQL Interface Preferences Simple Views
© 2011 Brocade Communications Systems, Inc. Company Proprietary Information 45
Next Steps
• Near Real Time reporting
• Real Time reports
• Mobile BI
• Embedded BI
• Customer Facing BI
• Finance
• Service
• Agile
• HR
• Hyperion, HFM integration
Business Functionality Platform Enhancements
Data Governance
THANK YOU
Salil Durani Enterprise Architect
[email protected] 46 © 2011 Brocade Communications Systems, Inc. Company Proprietary Information
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential
October 2011
Oracle Open World 2011
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential
• Oracle BI Apps experience (Sizing, Architecture, Implementation) • MDM knowledge • e-business suite knowledge and Cloud systems • Well developed BI methodology • Global delivery (Onsite-Offshore) • OBIEE best practices (Dashboards & Modeling) • Offering Value added Pre-packaged solutions and SurfBI mobile We selected: Frontline Consulting Services (FCS) Inc. (www.fcs-inc.com) Booth # 3447 Moscone West
What we looked in our ImplementaPon Partner
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential
Key Drivers for Brocade • User Adoption • Performance and Scalability • Faster Go To market • Industry best practices and implementation accelerators • Cost effective model • Smooth transition to Brocade support team • Training both business users and IT team • Build a framework that is scalable and adaptable
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential
FCS Iterative Development Methodology
BI Apps Subject Areas Requirements
ETL / OBIEE Development
Unit Tes7ng
System / Integra7on Tes7ng
Mul7p
le Drops
Solu7on Defini7on
Detailed Design
Build, Test, Install
User Acceptance Tes7ng
Project Life Cycle Itera&ve model has faster turnaround &me to the end-‐users as it
drops the code incrementally to the end-‐user
IteraPon#1 IteraPon#2 IteraPon#3 IteraPon#4
Vanilla Implementa7on Build Extensions Enable Answers Enterprise Wide
Program Mgmt Governance Project Change Risk Knowledge
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential
• Established :1996
• Offices : North America | APAC | EMEA
• Business Units : Strategic Consulting | Outsourcing | Solutions
• Key Focus Areas : BI/ EPM | Applications | Integration | CPG
• Customers : 400 + served Worldwide
FCS Overview Established
Offices
Business Units
Key Focus Areas
Customers
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential
FCS & Oracle • Oracle R&D and On Demand Partner • Largest Oracle BI partner in NA • Titan Award 2010 'honorable mention'
• Consumer & Retail Industry Solution category • 2011 Fusion Middleware Innovation Award – BI • Solutions that complement Oracle BI
• Executive Analytics • Manufacturing, Quality, Inventory, Costing, EAM, Planning Analytics • Depot Repair, Fixed Assets, Saleforce.com Analytics • Oracle BI Accelerators
• BI Business Requirement Generator (Google cloud) • Data lineage
(Native on iPhone. iPad. Android)
(BPO Powered by Oracle)
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential Software Simplified © Enterprise Signal Inc. – Proprietary and ConfidenPal SoUware Simplified!
SurfBI Mobile (NaPve on iOS and Android)
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential
SurfBI® Mobile – NaPve on iPad. iPhone. Android
• SurfBI Mobile • Business Intelligence • Multimedia • Transactions • Multiple Data Sources, Excel, ERP/ CRM systems
• JDBC & web services integration • Saleforce.com
• Delivered as Cloud or On-Premise • java/ j2ee based SurfBI App engine • Report Wizard
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential Software Simplified © Enterprise Signal Inc. – Proprietary and ConfidenPal SoUware Simplified!
SurfBI Mobile Demo
Passion for Innovation and Excellence © 2011 FCS Inc. – Proprietary and Confidential
www.fcs-inc.com SaaS | Consulting | Outsourcing | Solutions
www.SurfBI.com
Thank you