“ The Bottoms Up Approach to BI with iSeries, Windows and Web Reporting  for World and EnterpriseOne” Session 10010 Mary L...
Presentation Agenda <ul><li>Business Intelligence Methodologies </li></ul><ul><li>Benefit of the “Bottoms Up Approach”  </...
Pathways to Business Intelligence <ul><li>Enterprise Reporting </li></ul><ul><ul><li>OLTP database as data source w/presen...
The Importance of EUQR  (End User Query/Reporting) <ul><li>Largest, fastest growing category of business intelligence mark...
Assessing BI Needs The “Bottom-Up Strategy” <ul><li>“ Building the BI user pyramid from the bottom-up —with a focus </li><...
Business Intelligence …   User Types Customers, Partners, Regulators 10% of BI/Report Consumers I.T. Staff & Power Users 7...
Assessing Needs…   Is This Your Company? <ul><li>I.T. generates reports and ad hoc queries through a combo of World Writer...
<ul><li>Headquarters: Sacramento, CA </li></ul><ul><li>IBM   iSeries software specialists </li></ul><ul><li>Incorporated ...
Partial List of JD Edwards Customers using NGS-IQ* <ul><li>Abbott Laboratories </li></ul><ul><li>Alameda County Water Dist...
NGS-IQ    Business Intelligence <ul><li>Integrates the tasks associated with… </li></ul><ul><ul><li>Advanced query, enter...
<ul><li>Interfaced with the EnterpriseOne and World data dictionaries </li></ul><ul><li>Presents amounts, field names and ...
<ul><ul><li>Microsoft Excel and Lotus 1-2-3 </li></ul></ul><ul><ul><li>Microsoft Access and Word </li></ul></ul><ul><ul><l...
<ul><li>Independent oil and gas company </li></ul><ul><li>Refining and wholesale distribution of petroleum products </li><...
Before NGS-IQ <ul><li>Reporting tools: Query and World Writer </li></ul><ul><li>Labor intensive process to prepare reports...
<ul><li>Queries used by finance, accounting, production, and marketing departments </li></ul><ul><li>Query developers taki...
<ul><li>Barrel Report – beginning balances by product group, volume reconciliation </li></ul><ul><li>Sales Volume Report –...
<ul><li>Integrated promotional marketing and products company </li></ul><ul><ul><li>catalogs, incentives, recognition prog...
Before NGS-IQ <ul><li>Reporting tools: Query and World Writer </li></ul><ul><li>Hundreds of queries producing hundreds of ...
Preliminary Requirements <ul><li>Tool more powerful than IBM Query/400 and World Writer </li></ul><ul><ul><li>Inner/Outer ...
NGS-IQ Utilization <ul><li>Development performed by system analysts </li></ul><ul><li>NGS-IQ —key source of reporting </li...
Report Examples Inventory Analysis Qport Builder Invoice A/R Aging Analysis Qport Access Bucket Report
New Product… NGS Business Performance Dashboard   <ul><li>Complete interactive presentation development and distribution s...
NGS-IQ… Decision Assist  <ul><li>Business Analytics Template </li></ul><ul><li>Easy Integration with EnterpriseOne or Wor...
Your Next Step… <ul><li>Visit our booth # 809 at the Quest Conference </li></ul><ul><li>Attend the NGS – Quest Webinar </l...
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2005 "The Bottoms Up Approach to BI with iSeries, Windows and ...

  1. 1. “ The Bottoms Up Approach to BI with iSeries, Windows and Web Reporting for World and EnterpriseOne” Session 10010 Mary Lynn Treadwell Manager Customer Relations New Generation Software www.ngsi.com , 800-824-1220
  2. 2. Presentation Agenda <ul><li>Business Intelligence Methodologies </li></ul><ul><li>Benefit of the “Bottoms Up Approach” </li></ul><ul><li>Introduction to New Generation Software </li></ul><ul><li>World and EnterpriseOne Customers Using NGS-IQ </li></ul><ul><li>Overview of NGS-IQ </li></ul><ul><li>Customer’s Stories </li></ul><ul><li>Sample Reports and Presentations </li></ul><ul><li>Decision Assist </li></ul><ul><li>NGS-IQ Business Performance Dashboard </li></ul><ul><li>The Next Step </li></ul><ul><li>Q & A </li></ul>
  3. 3. Pathways to Business Intelligence <ul><li>Enterprise Reporting </li></ul><ul><ul><li>OLTP database as data source w/present and past focus </li></ul></ul><ul><ul><li>Production reports to manage operations; limited analysis </li></ul></ul><ul><ul><li>Mostly requested by middle managers </li></ul></ul><ul><li>Data Marts </li></ul><ul><ul><li>Specially designed database built from OLTP for single purpose </li></ul></ul><ul><ul><li>Could include external information; farther back in time than OLTP </li></ul></ul><ul><ul><li>Multi-dimensional commonly used by financial and sales/marketing </li></ul></ul><ul><ul><li>Interprets data to discover relationships, patterns, trends, forecasts </li></ul></ul><ul><li>Data Warehouse </li></ul><ul><ul><li>Stores enterprise-wide historical data from OLTP and other sources </li></ul></ul><ul><ul><li>Gathered summary data from multiple sources to provide integrated database view of business operations </li></ul></ul><ul><ul><li>Supports easy access for wide range of users </li></ul></ul><ul><ul><li>Interprets data, forecasting for future, recommends strategies </li></ul></ul>
  4. 4. The Importance of EUQR (End User Query/Reporting) <ul><li>Largest, fastest growing category of business intelligence market </li></ul><ul><li>46.4% market share, followed by OLAP with a 33% share </li></ul><ul><li>EUQR market growth prediction to $6.2 billion in 2005 </li></ul><ul><li>(IDC forecast ) </li></ul>Source: IDC's (International Data Corporation) annual “ Information Access Tools Market Forecast & Analysis” report
  5. 5. Assessing BI Needs The “Bottom-Up Strategy” <ul><li>“ Building the BI user pyramid from the bottom-up —with a focus </li></ul><ul><li>on reporting, not analysis — achieves realistic and sustainable </li></ul><ul><li>results, while containing the costs and complexity of analytics. </li></ul><ul><li>A good way to start is to adopt the bottom-up strategy for defining </li></ul><ul><li>end-user requirements and matching them to enabling technologies </li></ul><ul><li>and vendor offerings, as I’ve described. This practice serves the </li></ul><ul><li>broadest majority of business end-users with realistic and sustainable </li></ul><ul><li>results, while containing the costs and complexity of analytics.” </li></ul><ul><li>Philip Russom, Ph.D., Director, </li></ul><ul><li>Forrester Research </li></ul>
  6. 6. Business Intelligence … User Types Customers, Partners, Regulators 10% of BI/Report Consumers I.T. Staff & Power Users 7% of BI/Report Users 90% Report Creation Analysts, Accountants, etc. 33% of BI/Report Users, 10% of Report Creation Senior Execs, Middle Managers, Sales Representatives, Customer Service Staff 50% of BI/Report Consumers Report Producers Report Consumers
  7. 7. Assessing Needs… Is This Your Company? <ul><li>I.T. generates reports and ad hoc queries through a combo of World Writer, Dream Writer, FASTR, IBM Query 400, and RPG </li></ul><ul><li>Power users string together queries, create multiple work files to construct reports and analytical presentations </li></ul><ul><li>Many reports constructed in Excel or Access, some re-keying from printed reports </li></ul><ul><li>Programmer’s “only” tools </li></ul><ul><li>Cumbersome for users or unwilling to learn </li></ul><ul><li>ODBC and security issues </li></ul>
  8. 8. <ul><li>Headquarters: Sacramento, CA </li></ul><ul><li>IBM  iSeries software specialists </li></ul><ul><li>Incorporated 1982 </li></ul><ul><li>Customers worldwide </li></ul><ul><li>IBM Business Partner </li></ul><ul><li>IBM PartnerWorld for Developers, Advanced Member </li></ul><ul><li>Early Programs Testing Participant since 1988 </li></ul><ul><li>IBM Application Development Tools Network for iSeries Solution Provider </li></ul><ul><li>NGS-IQ - IBM ‘Server Proven’ solution </li></ul>
  9. 9. Partial List of JD Edwards Customers using NGS-IQ* <ul><li>Abbott Laboratories </li></ul><ul><li>Alameda County Water District </li></ul><ul><li>Asahi / America </li></ul><ul><li>Actel Corporation </li></ul><ul><li>Boston Sand & Gravel Co. </li></ul><ul><li>Casella Waste Management </li></ul><ul><li>Cardinal Health Inc. </li></ul><ul><li>City of Orlando Police Dept. </li></ul><ul><li>Clarion Corporation of America </li></ul><ul><li>Cleo </li></ul><ul><li>Ennis Business Forms, Inc. </li></ul><ul><li>Gary Williams Energy Group </li></ul><ul><li>Highland Valley Cooper </li></ul><ul><li>Hunter Fan Company </li></ul><ul><li>Maxco Supply Inc. </li></ul><ul><li>MDS Nordion International </li></ul><ul><li>Midas International </li></ul><ul><li>Monro Muffler Brake & Service </li></ul><ul><li>MYR Group </li></ul><ul><li>OneSource, Inc. </li></ul><ul><li>Outagamie County </li></ul><ul><li>Patterson Frozen Foods </li></ul><ul><li>Regal Greetings & Gifts </li></ul><ul><li>Rollins, Incorporated </li></ul><ul><li>Smith Frozen Foods </li></ul><ul><li>Summit Marketing Group </li></ul><ul><li>Tension Envelope </li></ul><ul><li>Wright Medical </li></ul>*As of 5/05
  10. 10. NGS-IQ  Business Intelligence <ul><li>Integrates the tasks associated with… </li></ul><ul><ul><li>Advanced query, enterprise reporting, business analytics </li></ul></ul><ul><ul><li>Data mart development and deployment </li></ul></ul><ul><ul><li>Data warehouse development and deployment </li></ul></ul><ul><li>Modular, incremental approach… </li></ul><ul><ul><li>Ad hoc query, report writing, integrated OLAP, executive dashboard, data warehouse/data mart development, meta-data, security </li></ul></ul><ul><ul><li>Leverages existing MS Office, Web, and iSeries skills and investments </li></ul></ul>
  11. 11. <ul><li>Interfaced with the EnterpriseOne and World data dictionaries </li></ul><ul><li>Presents amounts, field names and other important database attributes as defined in your environment </li></ul><ul><li>Requires no additional logical files or overhead </li></ul><ul><li>Supports date conversion to your preferred format </li></ul>NGS-IQ for EnterpriseOne and World
  12. 12. <ul><ul><li>Microsoft Excel and Lotus 1-2-3 </li></ul></ul><ul><ul><li>Microsoft Access and Word </li></ul></ul><ul><ul><li>Business Performance Dashboard </li></ul></ul><ul><ul><li>Display, PDF, HTML, XML </li></ul></ul><ul><ul><li>NGS-IQ OLAP Module ‘SmartView’ </li></ul></ul><ul><ul><li>ASCII Text and CSV Files </li></ul></ul><ul><ul><li>DB2 (Summary or Detail) </li></ul></ul><ul><ul><li>Distribute output via e-mail, FTP </li></ul></ul><ul><ul><li>iSeries 400 to iSeries 400 </li></ul></ul><ul><ul><li>iSeries 400 or PC Printers </li></ul></ul>NGS-IQ Puts Answers… Where You Need Them, When You Need Them
  13. 13. <ul><li>Independent oil and gas company </li></ul><ul><li>Refining and wholesale distribution of petroleum products </li></ul><ul><li>Headquarters in Denver, CO </li></ul><ul><li>Refinery and sales office in Oklahoma </li></ul><ul><li>275 employees </li></ul><ul><li>Running World on IBM iSeries 520 </li></ul>GARY-WILLIAMS ENERGY
  14. 14. Before NGS-IQ <ul><li>Reporting tools: Query and World Writer </li></ul><ul><li>Labor intensive process to prepare reports </li></ul><ul><ul><li>Produced hundreds of pages of output </li></ul></ul><ul><ul><li>Required multiple passes at the database </li></ul></ul><ul><ul><li>Manual data entry from reports into worksheets </li></ul></ul><ul><ul><li>Staff members highlighting critical values by hand on printouts </li></ul></ul>
  15. 15. <ul><li>Queries used by finance, accounting, production, and marketing departments </li></ul><ul><li>Query developers taking advantage of tabling, date arithmetic, conditional calculations and run-time prompting, formatting, unique key, graphics and other NGS-IQ features </li></ul><ul><li>Many standard reports with run-time prompts set up to run from Qport Access or from menus on the iSeries </li></ul>NGS-IQ Utilization
  16. 16. <ul><li>Barrel Report – beginning balances by product group, volume reconciliation </li></ul><ul><li>Sales Volume Report – template query with multiple run-time prompts that enable an administrative staff person to quickly respond to ad hoc requests from sales staff </li></ul><ul><li>Margin Report </li></ul><ul><li>Rebate Report – saving half a day each month </li></ul><ul><li>Refinery Report – monitors costs, comparing this year to past year </li></ul>NGS-IQ Report Examples
  17. 17. <ul><li>Integrated promotional marketing and products company </li></ul><ul><ul><li>catalogs, incentives, recognition programs, direct marketing, sales promotion, fund raising </li></ul></ul><ul><li>Headquarters: Atlanta, GA </li></ul><ul><li>World and iSeries customer </li></ul><ul><ul><li>300 full-time and 100 part-time associates </li></ul></ul><ul><ul><li>running World on IBM iSeries model 810 </li></ul></ul><ul><ul><li>I.T. staff: a manager, two system analysts, one programmer, one project manager </li></ul></ul>SUMMIT MARKETING GROUP
  18. 18. Before NGS-IQ <ul><li>Reporting tools: Query and World Writer </li></ul><ul><li>Hundreds of queries producing hundreds of files </li></ul><ul><li>Nightly data transfers to SQL Server database </li></ul><ul><li>Crystal Reports used to display data on the web </li></ul><ul><ul><li>Data wasn’t real-time </li></ul></ul><ul><ul><li>Transformations weren’t consistent with data transfer </li></ul></ul><ul><ul><li>Failed packages were re-generated every morning </li></ul></ul><ul><ul><li>One IT resource constantly baby-sitting process </li></ul></ul><ul><li>The reports were ‘pretty’, but not useful </li></ul>
  19. 19. Preliminary Requirements <ul><li>Tool more powerful than IBM Query/400 and World Writer </li></ul><ul><ul><li>Inner/Outer joins </li></ul></ul><ul><ul><li>Conditional logic (if-then-else) for “bucket” reporting </li></ul></ul><ul><ul><li>Prompting of selection criteria at run time </li></ul></ul><ul><ul><li>Julian date conversions </li></ul></ul><ul><ul><li>Security </li></ul></ul><ul><ul><li>Eliminate data transformation </li></ul></ul><ul><ul><li>Subtotaling and running totals </li></ul></ul><ul><ul><li>Matrix reporting </li></ul></ul><ul><ul><li>Control rows and columns </li></ul></ul><ul><ul><li>Drill up and drill down </li></ul></ul>
  20. 20. NGS-IQ Utilization <ul><li>Development performed by system analysts </li></ul><ul><li>NGS-IQ —key source of reporting </li></ul><ul><li>Hundreds of ad hoc requests </li></ul><ul><li>Standard reports added to menus </li></ul><ul><ul><li>Place IQ report in CL </li></ul></ul><ul><li>Qport Access </li></ul><ul><ul><li>Excel, Word, Access </li></ul></ul><ul><li>Smart View </li></ul><ul><li>Used Company Wide by all facets of operations </li></ul>
  21. 21. Report Examples Inventory Analysis Qport Builder Invoice A/R Aging Analysis Qport Access Bucket Report
  22. 22. New Product… NGS Business Performance Dashboard <ul><li>Complete interactive presentation development and distribution solution </li></ul><ul><li>View, present and interact with live/refreshed business data </li></ul><ul><li>Includes charts, graphs, gauges, maps, other visualization tools </li></ul><ul><li>No programming required </li></ul><ul><li>Includes application development module, plus templates </li></ul><ul><li>Designed with XML or Excel output from NGS-IQ queries </li></ul>
  23. 23. NGS-IQ… Decision Assist  <ul><li>Business Analytics Template </li></ul><ul><li>Easy Integration with EnterpriseOne or World </li></ul><ul><li>Installation and Initial Setup Included </li></ul><ul><li>Rapid ROI </li></ul><ul><li>Ready-to-Run Reports for </li></ul><ul><ul><li>Customer Profitability </li></ul></ul><ul><ul><li>Sales Analysis </li></ul></ul><ul><ul><li>Inventory Management </li></ul></ul>
  24. 24. Your Next Step… <ul><li>Visit our booth # 809 at the Quest Conference </li></ul><ul><li>Attend the NGS – Quest Webinar </li></ul><ul><ul><li>July 13 th @ 2:00 p.m. (EDT); 11:00 a.m. (PDT) </li></ul></ul><ul><ul><li>Info and registration at www.ngsi.com/events/jde </li></ul></ul><ul><li>Schedule your own personal Webinar </li></ul><ul><li>Arrange for a FREE TRIAL: 800.824.1220 </li></ul>

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