BI A Practical Perspective - By Team Computers

Slide 1: beyond the box TEAM Business Intelligence - A Practical Perspective Team Computers & MAIA Intelligence Team Computers & MAIA Intelligence December 7, 2007

Slide 2: Gartner: BI is #1 priority for CIOs Team Computers & MAIA Intelligence December 7, 2007

Slide 3: Business Intelligence Software Market in India • Indian market for Business Intelligence (BI) is growing at a CAGR of 27 percent and is expected to be $ 17 million market by end-2007 – An IDC Report BI Software Investment Contribution 19% 35% 10% 15% 21% BFSI Telecom Manufacturing Services (Majorly ITES) Others Team Computers & MAIA Intelligence December 7, 2007

Slide 4: What is Business Intelligence? • Business Intelligence is a Business Management term! - Wikipedia • BI : Info on factors affecting business – – Metrics on Sales, Production, Internal operations – Trends of Metrics • This Info helps makes better decisions BI => BI Tools and Techniques! Team Computers & MAIA Intelligence December 7, 2007

Slide 5: What does Business Intelligence Software Actually include? • Data mining Software • End-User Query • Reporting Software • Analytics Software • Packaged Data Mart / Datawarehouse • ETL Tools Team Computers & MAIA Intelligence December 7, 2007

Slide 6: What Tool / Technology is good? • What tools are available? • What works for us? • What is required for us? • How much of D.A.R can be handled by various tools? The Maze! Team Computers & MAIA Intelligence December 7, 2007

Slide 7: The Maze! BI Tools Business Analysis Enterprise Application Integration Predictive Modeling Web Enabling ERP Ad Hoc Reporting Work Flow Isolated Point Solutions Distributed Data Integration CRM Reporting Data Accuracy Training Team Computers & MAIA Intelligence December 7, 2007

Slide 8: Any Map for the Territory? • A model for understanding the IT and BI Space would help • Data Collection from Transactions and Reporting requirements are two axes of the IT initiatives • Budget, Time, Business Needs, Technology Available and Skilled Manpower all influence decisions taken Team Computers & MAIA Intelligence December 7, 2007

Slide 9: The IT-BI Space Accurate Business Reporting Insight for Decision Interactive Adhoc Visual reporting Making and Improvement Business Operational Intelligence Statutory Data Warehouse Data ic Integration teg Accounting tra Full Fledged ERP Initial S Isolated Systems Stages of nd For Few Areas Operational ea Establishment ibl lex More Accurate, More Cleaner and Internally Consistent F re Mo Data Collection Team Computers & MAIA Intelligence December 7, 2007

Slide 10: The BI Audience Requires Dashboards Requires Analytics Requires Reporting Team Computers & MAIA Intelligence December 7, 2007

Slide 11: The BI Value Proposition Intelligent Predictive Interactions (Data Mining) Forecasting Fact-Based Actions (OLAP/In-Memory, Statistics ) Analysis Are there any potential out-of-stock Performance Increasing Value situations region warehouse wise? Management (KPI, Guided Analytics) Reporting How is the business doing compared Slice/Dice to last year? Compared to plan? Ad-hoc Query, BI Tools Can I understand my gross margin return on space? Transactional Reporting How are my export and domestic sales doing Generational Step Team Computers & MAIA Intelligence December 7, 2007

Slide 12: BI – Traditional Models Non-OLAP Data Models (Programming, Real time Visual Query Reporting Tools, In-Memory, etc) Team Computers & MAIA Intelligence December 7, 2007

Slide 13: BI – User Perspective • Reporting – Regular Mass Information Dissemination in a standard format • Analytics – Slicing and Dicing with visual feedback and interactivity. – Mainly for the Middle Management – for Tactical Decisions and to guide Strategic Decisions • Dashboards – Quick Distilled Snapshots, highlighting the key Indices, for Instant Decision Making • D.A.R. - Perfect combination of Data Distribution and Understanding of Information Team Computers & MAIA Intelligence December 7, 2007

Slide 14: Today’s Reporting facts… • Limited standard reports in applications like ERP, CRM, SCM etc – Time consuming scripting for additional reports • Availability of only Static reports – No analysis possible • For analysis & intelligence, export to Excel – Chances of data corruption and data manipulation Team Computers & MAIA Intelligence December 7, 2007

Slide 15: Today’s Reporting Facts Contd… • Multiple Data sources – Single view not possible • Tactical & Strategic Business Intelligence for top management – After-the-fact reports and analysis • Adhoc and enhancement requests from business users – Productivity loss of IT resources Solution : Operational Business Intelligence & Reporting Team Computers & MAIA Intelligence December 7, 2007

Slide 16: Reporting – Considerations • Reporting technologies – Designed for information distribution • Ad-Hoc or Pre-Defined? • During-The-Fact (Real-Time) or After-The-Fact – Transactional (or) Past Data • Presentation – Graphical or Tabular / Textual • Navigability Across Reports – Drill Through, Drill Across Team Computers & MAIA Intelligence December 7, 2007

Slide 17: BI – Next Generation BI Flow Operational Business Intelligence Easy-to-use Front-end for Business users Supporting Business Activity Monitoring (BAM) Team Computers & MAIA Intelligence December 7, 2007

Slide 18: Navigable Reports - Interactive Team Computers & MAIA Intelligence December 7, 2007

Slide 19: Navigable Reports – Slice & Dice Team Computers & MAIA Intelligence December 7, 2007

Slide 20: Analytics Designed for Understanding • Analytics needs to facilitate: – Inspection – Exploration and – Question/Answer Probing that coincide with the human process of assimilating data. • Explore Freely – Observe – Identify new relationships/dependencies/patterns – New Understanding – New Decisions/Actions • Swim Freely in the Multi-Dimensional DataSpace: – Customer ->Products -> Sales Person -> Other Products -> Other Customers -> Geography -> Best Selling Product -> … • Think-as-you-analyse and Analyse-as-you-think Benefits of Navigable Reports Team Computers & MAIA Intelligence December 7, 2007

Slide 21: Graphical Analytics Non-hierarchical Slice & Dice Team Computers & MAIA Intelligence December 7, 2007

Slide 22: Dashboards – Interactive Team Computers & MAIA Intelligence December 7, 2007

Slide 23: Advanced Analytics – Mining & Models • Modeling – Descriptive and Predictive Models • Famous Examples – Beer and Nappies – Market Basket Analysis – Chrysler – Identification of new patterns • Typical Requirements – Model to predict Attrition – Model to decide credit limits for a credit card applicant • Needed for a small percentage of Research users • Models developed here are used in Operation Control – Risk Models – Cash Flow Models – Queuing Models – Stochastic Models … etc Team Computers & MAIA Intelligence December 7, 2007

Slide 24: So What is Business Intelligence? • It includes everything : – Ad Hoc, Interactive, Visual Reporting – Interactive Analysis – What-if Analysis – Descriptive and Predictive Modeling • Need to define ways of inducting BI • Every company needs a customized approach Well where BI can help? Team Computers & MAIA Intelligence December 7, 2007

Slide 25: Business Challenges Competition Market Volatility Customer Management Manpower Consolidation TECHNOLOGY Transaction Volume Government Suppliers Reforms Team Computers & MAIA Intelligence December 7, 2007

Slide 26: Today’s Business Pressures Accountability, Transparency Rapidly Changing Conditions • How do I comply with corporate • How can I accelerate my planning governance requirements? and decision cycles? • How can I ensure accurate, timely • How do I monitor conditions and reporting? take early corrective action? Plan & Sales Marketing Model Risk Credit Execute Service Finance Report & Human Project Mgmt Resources Analyze Efficiency & Cost Control Ineffective Decision Support • How can I sustain / improve • How do I filter extraneous data profitability? and focus on relevant information? • How do I keep information • How can I access and rationalize current? disparate, fragmented data? Team Computers & MAIA Intelligence December 7, 2007

Slide 27: Corporate Performance Management ‘Corporate Performance Management (CPM) is using right tools of Business Intelligence (BI) for monitoring and managing an organization's performance, using appropriate Key Performance Indicators (KPIs) Team Computers & MAIA Intelligence December 7, 2007

Slide 28: CPM Framework C3 : Communication, Comprehension, Control Team Computers & MAIA Intelligence December 7, 2007

Slide 29: Initiating CPM • Integrate and take advantage of existing IT assets • Identify the data integration strategy • Identify a Business Intelligence strategy (Operational + Tactical) • Blending Business Intelligence with elements of planning, budgeting and appropriate-time monitoring • Identify measurable Business Performance Parameters (BPP) • Peg operational data with BPP • Improve and simplify pegging continuously Team Computers & MAIA Intelligence December 7, 2007

Slide 30: Enterprise Information The Framework Rudder Board, Investor and Shareholder View of Enterprise External Extranet Guidance Disclosure, Compliance, Guidance, Profitability, Corporate Affairs Users External Data Everyday Enterprise Activity Synchronization and Monitoring Live Feeds Collaborative Peer Data Market Data For Managers Tasks, Workflow, Common Calendar & Issue Log Research Reports Dashboards Balanced Strategy Review Propeller Performance (KRA/KPI) Scorecards Map Actions Management For All Users Unified View of Enterprise New Process Tactical Compliance Performance Business Market Reporting Creation Reporting Analysis Analysis Analysis & Unified View for All Unification of Data from Multiple Systems (ETL and Common Data Model) External Data Other Industry Specific Transaction & White Space ERP SCM CRM HR FA SFA Operational Transaction System Applications Reporting for Line Managers Unified or Disparate Transaction Systems Team Computers & MAIA Intelligence December 7, 2007

Slide 31: Business Intelligence Is the Purpose of IT. Team Computers & MAIA Intelligence December 7, 2007