BI and Predictive analytics 2011 shyam desigan presentation


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How organizations can utilize Cloud computing environment and Open source to build predictive analytics capability into their BI infrastructure.

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  • Volunteers of America Chesapeake was founded in 1896 by social reformers Ballington and Maud Booth. They envisioned a movement dedicated to “reaching and uplifting” the American people. On behalf of the organization, the Booths pledged to “go wherever we are needed, and do whatever comes to hand.” That declaration continues to guide Volunteers of America’s outreach efforts today. The difference after 114 years is the scientific and analytical rigor with which we track outcomes and look for evidence that our efforts are helping with “reaching and uplifting” the people in need.
  • As CFO of Volunteers of America Chesapeake I have a stewardship role to ensure that we have financial sustainability and resilience to survive and grow in these challenging times when our primary funders, the Federal, state and county governments are cutting budgets. I am responsible for leveraging our internal controls, closely monitor our financials to budget and rely on Operational and financial metrics to course-correct if required to deliver a robust financial performance.
  • We took an internal survey of our internal competencies and the concerns mirrored this study from 2006
  • Being primarily dependent on government revenues and referrals, Predictive analytics could help us identify operational trends that would impact our forecasted revenues and regulatory trends that could potentially escalate program expenses. We are also susceptible to macroeconomic trends such as budget cuts in State Medicaid, contract compliance issues which analytics could help identify
  • Too complex, too expensive!!
  • Missed accurate information i.e “Moment of truth” and consistant retrieval
  • Executives were firewalled from knowledge workers ie Analysts, Statisticians. By the time the Intelligence and trend was gathered the rank-and file workers who had to implement it at a tactical level couldn’t do so. Too much disconnect and no underlying strategy that mapped to the analytics
  • Reporting and Dashboard are particularly important for VOA Chesapeake. At Volunteers of America Chesapeake we use a dash boarding solution from CambridgeDon to collect all operational metrics and a data management Business Intelligence solution called KnowledgeTree.
  • While the data management and metadata search capabilities had helped us with bringing some structure around the unstructured data that we uploaded to our data management we needed to go beyond it
  • However we soon realized that they are complex to manage
  • Last but not the least data visualization is not only important from the Knowledge Worker level but also the executive level
  • Statistical tools like Powerpivot and open-source programming language like R are particularly powerful in entering database queries and identifying correlation between the metrics we track to mine specific trends. add analytic capabilities while concurrently testing extraction to a Open source platform like Pentaho and applying R to write queries. Analytic capabilities are used within the Finance and Human resources Business Units in areas including Budgeting/Forecasting, Talent management among others.
  • Open source analytic tools like R and platforms like Pentaho are uniquely suited to a non-profit environment considering the limited history that organizations have with collecting measurable metrics and the ability to scale up within the platform rolling specific capabilities without need for upfront license investment. Open Source BI has become robust enough to a point where solutions like Pentaho and Jaspersoft are starting to be seriously evaluated and there is very limited tradeoff compared with Commercial Big iron applications like Cognos or Business Objects.
  • Add high level design blocks
  • BI and Predictive analytics 2011 shyam desigan presentation

    1. 2. Getting the Most from BI & Analytics in the Cloud Shyam Desigan, CFO & CIO, Volunteers of America Chesapeake Sept. 20 2011
    2. 3. Volunteers of America <ul><li>Mission: “To inspire self-reliance, dignity and hope through health and human services.” </li></ul><ul><li>Vision: “To provide those in need a sense of belonging and a place to call home.” </li></ul><ul><li>Core Values: Caring, Respect, Faith, Quality & Trust </li></ul><ul><li>37 affiliates of Volunteers of America, one of the nation’s largest and most comprehensive human services organizations </li></ul>
    3. 4. Volunteers of America Chesapeake <ul><li>Serve more than 9,000 </li></ul><ul><li>Operate 26+ Programs in Maryland, Virginia and the District of Columbia: </li></ul><ul><ul><li>11 Homeless Services Programs </li></ul></ul><ul><ul><li>4 Supportive Housing Services </li></ul></ul><ul><ul><li>3 Intellectual Disability Services with 13 Residential Programs </li></ul></ul><ul><ul><li>5 Mental Health Services programs with 23 Residential Centers </li></ul></ul><ul><ul><li>2 Substance Abuse Services </li></ul></ul><ul><ul><li>2 Community Corrections Programs </li></ul></ul><ul><ul><li>1 Senior Services Program </li></ul></ul>
    4. 5. Our Pain Points <ul><li>Poor document retention and retrieval  missed/delayed reimbursement from funders  Multiple audit findings & accreditation problems </li></ul>
    5. 7. Executive Team needs: Rear View Mirror + Magnifying Class + Crystal Ball!! REAR VIEW MIRROR MAGNIFYING GLASS CRYSTAL BALL What happened? What exactly is the problem? What will happen next? How many, how often? Why is this happening? What if the trends continue? What actions are needed? What are the risks/opportunities? REAR VIEW CURRENT VIEW FORWARD-LOOKING VIEW Balance sheet, P&L and cash flow statements Customer, product & market profitability Cash forecasting Revenue & cost variance analysis Spend optimization Scenario-based planning & forecasting Working capital analysis Strategic investment & decision support Market, customer & channel pricing Volatility & risk-based predictive & behavioral modeling Sales & supply chain effectiveness
    6. 8. Traditional Business Intelligence
    7. 9. What was missing?
    8. 10. How we did it?
    9. 13. Intuitive user experience makes teams immediately productive
    10. 14. Documents are essential to business processes. But they are complicated to manage. Finance Accounting Operations Project Team
    11. 15. Thousands of stored documents means users can’t find what matters. ?
    12. 16. <ul><li>Manage document processes unique to your business </li></ul><ul><li>Find value and retain control over key documents </li></ul><ul><li>Increase user engagement </li></ul><ul><li>Make important documents available and visible </li></ul>What is needed to work with documents smarter?
    13. 17. Smart Analytics locate documents that are holding up business processes
    14. 18. Smart Analytics uncover documents that peers find valuable – helping productivity
    15. 19. Smart Tag fields capture custom document metadata relevant to a business Smart Search goes beyond simple content search to support querying business context
    16. 20. Smart Processes map business processes, simplifying management and approval of documents Smart Templates of best practice folders and documents can be reused by teams
    17. 21. Smart Alerts notify users when documents need action, keeping documents current and relevant Smart Office tools streamline document editing and sharing
    18. 22. Browser Mobile Desktop Smart Tools Drive Productivity From Anywhere
    19. 23. Data Visualization
    20. 24. BI within Microsoft Apps <ul><li>Integrate into SQL, Office, SharePoint; no separate products </li></ul><ul><li>PowerPivot “IMBI” technology is critical </li></ul><ul><li>Master Data Services will grow in importance </li></ul><ul><li>Data cleansing is coming </li></ul><ul><li>SQL Server Parallel Data Warehouse (PDW) is a big deal </li></ul>
    21. 25. PowerPivot <ul><li>Columnar, in-memory; handles millions of fact rows </li></ul><ul><li>Self-service: integrates with Excel and SharePoint </li></ul><ul><li>Uses DAX </li></ul><ul><li>SharePoint models compatible with SSAS clients, including SSRS and Excel </li></ul><ul><li>Client is free </li></ul><ul><li>Server free with SQL Server 2008 R2 and SharePoint 2010 Enterprise </li></ul><ul><li>PP technology is strategic to MS going forward </li></ul>
    22. 26. Open Source BI <ul><li>FOSS/COSS and Community vs. Enterprise editions </li></ul><ul><li>OLAP is mostly ROLAP technology </li></ul><ul><li>APIs are mostly Java </li></ul><ul><li>Postgres database figures in heavily in some areas </li></ul><ul><li>Momentum is growing </li></ul><ul><li>Some tools in use within commercial products </li></ul>
    23. 27. Cloud BI <ul><li>Amazon Web Services-Based </li></ul><ul><ul><li>Pentaho/ParAccel </li></ul></ul><ul><ul><li>Jaspersoft </li></ul></ul><ul><ul><li>GoodData </li></ul></ul><ul><li>Google Apps-Based </li></ul><ul><ul><li>Panorama </li></ul></ul><ul><li>Proprietary </li></ul><ul><ul><li>Oco </li></ul></ul><ul><ul><li>Birst </li></ul></ul><ul><ul><li>myDIALS </li></ul></ul><ul><ul><li>Tableau Public </li></ul></ul>
    24. 28. Database Prediction engine Time series analysis Inter-activity relations analysis Data collector and Feeder Content cloud Frontend
    25. 29. Pentaho Overview <ul><li>Pentaho is the commercial open source software for Business Intelligence (BI) </li></ul><ul><li>Pentaho provides comprehensive reporting, OLAP analysis, dashboards, data integration, data mining and a BI platform . </li></ul>
    26. 30. Pentaho BI Platform
    27. 31. Pentaho’s applications <ul><li>Suite Pentaho </li></ul><ul><li>- BI Platform </li></ul><ul><li>- Pentaho Dashboard </li></ul><ul><li>- JFreeReport </li></ul><ul><li>- Mondrian </li></ul><ul><li>- Kettle </li></ul><ul><li>- Weka </li></ul>
    28. 32. Kettle <ul><li>Kettle has capabilities to access, cleanse, and integrate data from wherever your organization has it. </li></ul><ul><li>Kettle delivers powerful Extract, Transform and Load (ETL) capabilities with an intuitive design environment. </li></ul>
    29. 33. Mondrian <ul><li>High performance, interactive analysis of large or small volumes of information </li></ul><ul><li>&quot;Dimensional&quot; exploration of data, for example analyzing sales by product line, by region, by time period </li></ul><ul><li>Parsing of Multi-Dimensional eXpression (MDX) language into Structured Query Language (SQL) to retrieve answers to dimensional queries </li></ul><ul><li>High-speed queries through the use of aggregate tables in the RDBMS </li></ul><ul><li>Advanced calculations using the calculation expressions of the MDX language </li></ul>
    30. 34. Questions? <ul><li>Shyam Desigan </li></ul><ul><li>CFO & CIO </li></ul><ul><li>Volunteers of America Chesapeake </li></ul><ul><li>[email_address] </li></ul><ul><li>Twitter handle- @cubiczan </li></ul>