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The wide range of processes within the successful business, from planning to strategic implementation, requires accurate and ready information throughout. The cast of personnel involved across the …

The wide range of processes within the successful business, from planning to strategic implementation, requires accurate and ready information throughout. The cast of personnel involved across the business operation requires widely varying types of information to perform their assignments. In all, the successful business requires a powerful Business Intelligence technology.

Discussion covers the constitution and requirements of the effective Corporate Information Factory (CIF) Architecture. The Data Warehouse component of the CIF Architecture must be a flexible and reliable store of company information that allows a high degree of differentiation in data selection, modeling and analysis.

Next, the ETL processes — extract, transform and load — are responsible for accurately populating the Data Warehouse with information and enabling the use of this data. Again, differentiating methodologies, along with validating performance testing, must be accommodated.

Third, Business Intelligence tools for multi-dimensional analysis, budgeting and forecasting, efficient reporting, and data mining for enhanced insight assure the proper information is accessed for each specific business process. Developing and implementing the CIF Architecture involves definition of short-, medium-, and long-term objectives for the system as well as definition of the elements involved.

When a company implements a Business Intelligence technology, it is important that risk factors be identified and evaluated, including the scope and degree of difficulty of information integration, speed and adaptability, utility and practicality for the employee, and long-term effectiveness.

Schneider Electric Business Intelligence services are based on the company’s vast experience in helping organizations define their BI policies and develop their BI Architecture. It offers a productive competence center for consulting support, a proven product portfolio that allows efficient and effective development of specific BI solutions, and highly reliable technical assistance for specific needs or longer term. Several successful Business Intelligence technology solutions implemented by Schneider Electric are described.

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  • 1. Schneider ElectricBusiness IntelligenceMarch 2011 / White paperMake the most of your energy SM
  • 2. SummaryExecutive summary ..................................................................................... p 1Introduction ................................................................................................. p 2Business Intelligence technology at the customer’s service .......................... p 4ETL processes ............................................................................................ p 6Business Intelligence tools ........................................................................... p 7Method . ...................................................................................................... p 9Risk factors in the implementation of Business Intelligence technology . ....... p 10Schneider Electric services........................................................................... p 11Schneider Electric success stories................................................................ p 12Conclusion .................................................................................................. p 15
  • 3. Schneider Electric Business IntelligenceExecutive summaryThe wide range of processes within the successful business, from planning tostrategic implementation, requires accurate and ready information throughout. Thecast of personnel involved across the business operation requires widely varyingtypes of information to perform their assignments. In all, the successful businessrequires a powerful Business Intelligence technology.Discussion covers the constitution and requirements of the effective CorporateInformation Factory (CIF) Architecture. The Data Warehouse component of theCIF Architecture must be a flexible and reliable store of company information thatallows a high degree of differentiation in data selection, modeling and analysis.Next, the ETL processes — extract, transform and load — are responsiblefor accurately populating the Data Warehouse with information and enablingthe use of this data. Again, differentiating methodologies, along with validatingperformance testing, must be accommodated.Third, Business Intelligence tools for multi-dimensional analysis, budgeting andforecasting, efficient reporting, and data mining for enhanced insight assure theproper information is accessed for each specific business process. Developingand implementing the CIF Architecture involves definition of short-, medium-, andlong-term objectives for the system as well as definition of the elements involved.When a company implements a Business Intelligence technology, it is importantthat risk factors be identified and evaluated, including the scope and degree ofdifficulty of information integration, speed and adaptability, utility and practicalityfor the employee, and long-term effectiveness.Schneider Electric Business Intelligence services are based on the company’s vastexperience in helping organizations define their BI policies and develop their BIArchitecture. It offers a productive competence center for consulting support, aproven product portfolio that allows efficient and effective development of specificBI solutions, and highly reliable technical assistance for specific needs or longerterm. Several successful Business Intelligence technology solutions implementedby Schneider Electric are described.Schneider Electric Business Intelligence White paper on Business Intelligence | 01
  • 4. Schneider Electric Business IntelligenceIntroductionBusiness Intelligence can be defined as a collection of tools and processes thathelps users make decisions. Generally, business processes can be divided into threephases: planning, implementation and strategy — each requiring unique information.The planning phase allows the user to take into account known details such asbudget, the previous planning period and the point at which the previous plandeployed. In creating the new plan, the user wants to present various scenariossupporting improved decisions — considering factors related to the past, presentand future — and simulate deployment of each situation in the proposed scenario.During implementation, users must monitor the project as it progresses andmodify processes, make changes and solve problems. To this end, they needinformation in real time, along with warning systems and specific indicators thatenable early detection of mistakes. At this stage, the user’s questions are focusedon the actual situation and on the short term.Information is essential for the selection, design and implementation of a strategy.Based on information, users can define the weak points in the process andcapitalize on the strengths — resulting in improvements. During this phase,questions can vary widely but are always based on actual implementation andparticular information.In addition to these three phases of the business process, it is essential to deal withthe R&D&i Management and Marketing, involving different segments of users withdifferent behavior and information requirements. Management users view the keyaspects of the company from a global perspective and, consequently, require a highlevel of data aggregation. Their questions refer to various Key Performance Indicatorsrelated to operative, economic and marketing factors. Graphical interpretation allowsfast, intuitive understanding of the way in which a situation is developing.R&D&i Marketing users pay special attention to their customer’s needs. Theystudy customers, segmentation processes, campaigns, product analysis, marketand niche market research, and research and development. Therefore, they needan enormous amount of data addressing their wide range of questions regardingthe competition, the customer, the product and the supply chain, in order to adaptto the reality of the marketIn this paper, we speak to the flexibility and capabilities necessary in the designand implementation of a Business Intelligence technology that successfully servesall of these corporate needs. White paper on Business Intelligence | 02
  • 5. Business Intelligence canbe defined as a collectionof tools and processes thathelps users make decisions
  • 6. Schneider Electric Business IntelligenceBusiness Intelligence technologyat the customer’s serviceCIF (Corporate Information Factory) architectureWith the aim of giving an answer to the needs of thecustomer through Business Intelligence Technology itis necessary to understand what the CIF (CorporateInformation Factory) Architecture consists of: the DataWarehouse, the ETL processes and the BusinessIntelligence tools.Data warehouseThis is a huge warehouse where all the companyinformation which is susceptible to analysis can beintegrated. A rigorous and exhaustive process isrequired in order to transform the enormous volumeof data from different activities into information, thistransformation being one of the key points in thesuccess of the Data Warehouse. • The capacity to respond to any type of question:The design and modelling of the database is the main What?, When?, How?, What if...?factor that determines the smooth running of the • Flexibility when faced with the changing needsanalytical environment. Different architectures exist of the business, given that although the filedto define the model that should be selected and information does not change, the needs of thefunction of the foreseen criteria of usage for the user exploiting it doesinformation warehouse. Furthermore, it has a number of differentiatingThe key aspects that characterizes the Data methodological aspects:Warehouse are: • Star or Snowflake models, according to the• Uniqueness of information, given that at exploitation needs corporate level it must be the sole point of • Special attention to the treatment of the access in the search for the same data Time dimension• A logical and natural view of the information • Denormalization of the relational model directed towards the end user, creating an • Neutral Modelling, independent from the environment in which one can manage with ease selected Data Base Manager and flexibility White paper on Business Intelligence | 04
  • 7. Schneider Electric Business IntelligenceData warehouse• Normalization of concepts, abbreviations, formats, etc.• Atomization of analytical entities• Dimensional Structuring around the business processes• Processes of checking and continuous auditing which guarantee the lifetime of the modelThe following are key areas of the Data Warehouse:• Identification of analysis stars• Model design: • Identification of fact tables: • Granularity, historicity, aggregation levels, volumetry • Indicators and calculating formulae • Identification of dimension tables: • Special attention to the Time dimension • Identification of hierarchies• Indexing policies• Partitioning policies White paper on Business Intelligence | 05
  • 8. Schneider Electric Business IntelligenceETL processesThese are all the processes necessary in order to populate the Data Warehousewith information, and one of the main factors in its optimum exploitation. Throughthese processes the information is consolidated in various operating environments(OLTP) in a unified and integrated way. These characteristics mean that a greateffort is required with respect to design and implementation and a maintenancepolicy, given that the ETL processes can be defined by a certain temporarynature. The processes of duplication and information cleaning, and integratingelements of information from various origins, help the company to detect errors orincongruence in the data from operational environments.Among the differentiating methodological aspects within the ETL processes thefollowing are found:• Definition of the ETL policies. That is to say, criteria for process re utilization, best practices, etc.• Definition of quality criteria: taking action against invalid values, duplications, loss of integrity references, incomplete data, etc.• Identification of data sources and the determination of relationships between information from different sources• Analysis and identification of patterns and assurance of the uniqueness of transformation criteria, including typologies, formats, etc.• Mapping of origins and destinations: definition of transformation flows• Performance tests and procedure tuning• Definition of the ETL processes via transformation workflows, which allow the clear identification of the origin of the final data and the distinct processes passed through in order to obtain it• Traceability of the transformation steps. Through “rewind” and “pause” it is possible to analyze, follow-up and audit each of the critical points in the process• Management of planning calendars which permits a correct execution of the different loading sequences and eliminates process obsolescence• Filing history of process execution which allows the optimization of the batch execution window White paper on Business Intelligence | 06
  • 9. Schneider Electric Business IntelligenceBusiness Intelligence toolsIn view of the different tasks performed by users, their 2. Operative Reporting: systems of informationinformational needs vary substantially. The Business use via predefined, formatted and flexibleIntelligence tools must allow fast, simple and questions, characterized by a highly operativecomfortable access to the information contained in and functional content; low volatility; applicationthe Data Warehouse or in the Data Marts, while never of parameters according to criteria such asstraying from the user’s point of view. time, organization and geography; low level of detail, execution subject to planning; distributionNeeds vary with the type of user, and it is therefore to users without the need to connect to thenecessary to identify the user typology before Business Intelligence platform, and the possibilitydeciding what technology will be selected in order to of integration within nonanalytical platforms.cover their needs. 3. Balanced Scorecard: a system of information1. OLAP (Online analytical processing): multi- use which makes it possible for a fast, visual dimensional information analysis systems via analysis of the business circumstances through non-predefined questions. It is directed at users the definition of Key Performance Indicators (KPI) with a wide knowledge of the business as it based on a series of criteria of analysis (time, responds to all types of question (what, when, geography, organization, etc.) It is characterized why, how). It allows the creation of reports for the by elements of graphical analysis (such as operating user and also the possibility to make traffic lights, maps and graphs); maps to help forecasts, simulations, and generate scenarios. It with navigation through the information, from assumes that the user can act independently of the highest aggregation level to the lowest level the IT department. of detail; agility and versatility in the use of the navigational elements (drop-down lists, radio buttons and multiselectors) and the possibility that the user can incorporate their own information (notes and comments). White paper on Business Intelligence | 07
  • 10. Schneider Electric Business IntelligenceBusiness Intelligence tools4. Data Mining: through complex processes it is possible to identify keys to business that are hidden on first view and that can come to represent major profit for the company. This tool requires a profound knowledge and analysis of information, together with very high specialization in the use of statistical techniques and logarithmic and segment information analysis.5. Budgeting / Forecasting: they are control tools in order to know what the situation of the organization should be and they are characterized by being totally involved in order to make that better informed decision’s; to substitute the rigid annual budget with a continuous plan which offers a greater capacity to provide answers; to allow operations and finance to interconnect and aid the generation of budgets from the bottom up, while adjustments are made from the top down. White paper on Business Intelligence | 08
  • 11. Schneider Electric Business IntelligenceMethodThe methodology for the implementation of CIFarchitecture must follow certain guidelines1. Definition of the strategy:• The definition of the strategic framework in which the short-, medium- and long-term objectives for the proposed system are included• Identification of key users and the areas involved• Functional, non-functional and analytical requirements• Capacities analysis (volumetries, concurrencies, etc.)2. Definition and development of the process:• System modelling• Areas of analysis• Identification of facts and dimensions• Granularity The management of metadata is defined on• Denormalization two levels:• Study of the originating system• Transformation workflows 1. User metadata• Design of ETL processes• Study of the analytical needs • Business dictionary and definition of• Solutions design business entities• Reporting • Description of business objects• Analysis universes (metrics, hierarchies)• Balanced scorecards • Description of reports • The capacities of the Business Intelligence tool are used 2. IT metadata (administration) • Definition at data model level, within its own database • Definition of the ETL processes: defined at the process level (in the case of ETL) and in the database dictionary tables (in the case of the model entities) White paper on Business Intelligence | 09
  • 12. Schneider Electric Business IntelligenceRisk factors in the implementation ofBusiness Intelligence technologyThe following factors which could imply a risk in the 6. Loss of perspective regarding the needs ofimplementation of Business Intelligence technology the users. The user must be provided with themust be kept in mind. tool most compatible with their job, instead of the tool most compatible with the IT department.1. Projects which are too ambitious. It is 7. Dependency. Dependency on the IT advised to face projects in phases and provide department is to be avoided by providing results in each of them. compatible tools, a measure which will also2. Difficulties with information integration. avoid disproportionate costs. The processes of information clean-up are expensive and the results obtained never match expectations, so it is very difficult to explain to the user why the systems are not as good as they believed.3. Long-term sustainability. Changes often cause a loss of homogeneity in the system.4. Adaptation. Given that a business is a living organism that needs to change in order to survive, the decisions related to changes are taken through the Business Intelligence systems which must be constantly adapting to change.5. Speed of implementation. A solution whose implementation takes more than three months is ineffective to the user. For this reason it is recommended to shorten the times of the first implementations and define a gradual development in the execution of the remaining objectives. White paper on Business Intelligence | 10
  • 13. Schneider Electric Business IntelligenceSchneider Electric servicesSchneider Electric Business Intelligence • Responsible Projects. Contracting a closedservices include: project with a reach perfectly defined by deliverables, costs and fixed and defined terms• Business Intelligence competence centre. laid out in a project plan. A highly productive environment for the development of Business Intelligence which • Remote assistance. Technical assistance provides technology and methodology skills to from the offices of Schneider Electric. A direct help organizations and the customers with the connection with the customer’s server or definition of BI policies. development in the server itself.• Product Portfolio. Market solutions which can be adjusted based on the idiosyncrasies of customer, oriented to the product and easy to implement.• Technical assistance. The provision of our own people to work with the customer in his office in order to provide specialized capacities, to address a specific need or for longer periods of time. White paper on Business Intelligence | 11
  • 14. Schneider Electric Business IntelligenceSchneider Electric success storiesDescribed below are some of the Schneider Electric 3. Iberia migration project:success stories in the implementation of its BusinessIntelligence technology: • Administration, development and maintenance of metadata1. Project development with Powercenter and • Development of new analyses and reports Business Objects for Isban including: • User support and incidents • Maintenance of the loading process• Means of payment Data Mart (Oracle warehouse builder)• Mortgage holder Data Mart • New balanced scorecard developments• Account Balance Test Model for Abbey Bank • Balanced scorecard development with OBI• PMO Data Mart (Project Management Office)• MIS NEWCO Project, migration and integration 4. Audit of the implentation and performance of data with Powercenter of the Data Warehouse for the Hospital• Financial consolidation L’Horta Manises:• Digital signature integration• Remote collaboration in projects via models of • Audit of data models software industrialization • Audit of the metadata level of the model• Administration of environments and • Development with Cognos 8 process monitoring • Definition of Best practices• Definition of methodologies• Training in Powercenter 5. Definition of reports and balanced scorecards for J. García Carrión:2. Implementation of the BI platform for Parques Reunidos: • Definition of logistics management commercial indicators• Implementation of Data Warehouse (Illuminate) • Definition of sales management• Training commercial indicators• X Cognos version 8 projects • Elaboration of the Sales Dossier for• Projects for migration from Analysis Service general management• Training of users in the Cognos and Illuminate tools 6. Analysis of the implantation and• Implementation of the Cognos 8 corporative performance of the Powercenter tool for reporting platform Caser Seguros:• Implementation of the Planning and Forecasting module • Audit and tuning of Powercenter processes • Audit of methodology and administration of Powercenter White paper on Business Intelligence | 12
  • 15. Schneider Electric Business IntelligenceSchneider Electric success stories7. Analysis and exploitation of DWH financial 11. Development of Balanced Scorecard for services for Carrefour: B:SM (Barcelona de Serveis Municipals):• Development of indicators • Balanced scorecard for payroll and human• Maintenance and evolution of the Data Warehouse resources departments• Model optimization • Development of reports with DC-Reporting • Design and development of Data Mart with8. Analysis and development of the ETL SQL Server processes for Arias: 12. Balanced scorecard for Financial• Development of the ETL processes from the ERP Management with Apesoft for Grupo Abades:• Definition and development of indicators• Modelling • Data Warehouse analysis • Database concepts and calculation criteria check9. Analysis and development of the ETL • Training for developers and users processes (Powercenter) for Sage: 13. Definition of strategic maps for • ETL processes for medium-sized Ono Companies: businesses (KRONOS)• ETL processes for sales system (ASTEC) • Development of balanced scorecard for the• Sales team information exchange files (MDB) departments of Ono Companies • Definition of the architecture10. Cognos Migration Technology for Bristol- • ETL process Myers Squibb Company: 14. Design and development of a Data• Requirements, planning, unit tests and Warehouse for Ericsson: user guides• Intermediate and advanced user training • Design and development of the Data Warehouse• Configuration of a development environment • Implementation of indicators • ETL Processes • Creation of reports, consultancies and alarms White paper on Business Intelligence | 13
  • 16. Schneider Electric Business IntelligenceSchneider Electric success stories15. Design and development of Data Warehouse for the Management Control department for La Razón:• ETL processes• Modelling of data structures• Development of Reporting16. Design and development of Data Mart Commercial Network with Apesoft for González Byass:• ETL processes• Analytical structure modelling• Platform management17. Implementation of a reporting system for Zena catering group:• Distribution, operative and accounting information reporting18. Implantation of Integrated Balanced Scorecard for Movie World:• ETL processes• Analytical structure modelling• Design and development of the Balanced Scorecard White paper on Business Intelligence | 14
  • 17. Schneider Electric Business IntelligenceConclusionBusiness Intelligence in a nutshell:• The strength of a company’s Business Intelligence technology in meeting the  informational needs of all business units of the organization is highly dependent on proper planning during definition and design, to assure adequate flexibility and longevity of the architecture.• Other factors bearing on the success of a Business Intelligence technology  include the robustness of data analysis collection and the processing elements that act on the data.• The successful Business Intelligence solution must make the tools available  to employees that empower them to query, process and report the information needed.• Business Intelligence technology should serve the organization, and not the  other way around.A Business Intelligence competence centre providestechnology and methodology skills to organizationsand customers White paper on Business Intelligence | 15
  • 18. © 2012 Schneider Electric. All rights reserved.Schneider Electric C/ Valgrande, 6, 28108 - Alcobendas (Madrid) (Spain) Telephone: 34-902-33-55-99 Fax: 34-91-714-70-05 http://www.schneider-electric.com July 2012