Choosing the Right Business Intelligence Tools for Your Data and Architectural Needs

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This presentation takes you through the steps of understanding your business intelligence needs and identifying the right tools for you. We discuss the different types of BI tools. We to discuss the criteria for selecting each type of tools. We to discuss popular Business Intelligence vendors and how to rate them. And we are going to discuss the job functions and responsibilities for a typical BI implementation

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  • Great slideshow. Agree with these slides in that it's important to think about not just what the solution itself can offer you, but also what your requirements as an organization are, to make sure they are a good fit. A savvy IT professional will ask end users about their requirements, before trying to introduce business intelligence to his or her organization. Using answers to questions such as what level of technical skill do the users already have, what types of questions will users be asking, and how timely must the data you are accessing be, you can start to determine what kind of solution you require (e.g. scheduled update, on demand, or real time?). You can read something similar in a blog post format here : http://bimehq.com/business-intelligence/5-questions-deploying-business-intelligence/
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  • Choosing the Right Business Intelligence Tools for Your Data and Architectural Needs

    1. 1. Choosing the Right Business Intelligence Tools for Your Data Architecture
    2. 2. Types of Business Intelligence Tools… • ETL Tools • OLAP Tools • Reporting tools • Metadata tools • Data warehouse tools FREE Performance Management Kit at www.performance-success.com
    3. 3. 5 Criteria for Identifying Business Intelligence Tools… • Do we intend to buy these products or build them in- house? • What are the requirements for our business intelligence tools? • What technical skills does my staff possess? • What is our timeline for implementation? • What is our available budget for the task? FREE Performance Management Kit at www.performance-success.com
    4. 4. 3 Criteria for Selecting Smaller, Less Known Vendors… • Vendor Stability • Technical Support • Professional Services FREE Performance Management Kit at www.performance-success.com
    5. 5. Relational Database Tools & Hardware Evaluation Criteria • Scalability •Parallel Processing Support •RDBMS/Hardware Combination FREE Performance Management Kit at www.performance-success.com
    6. 6. Popular Relational Database Tools and Platforms Popular Relational Databases Popular OS Platforms • Oracle • Linux • Microsoft SQL Server • FreeBSD • IBM DB2 • Microsoft • Teradata • Sybase • MySQL FREE Performance Management Kit at www.performance-success.com
    7. 7. ETL (Extract, Transform, & Load) Tools ETL data can come from many sources:   •mainframe applications •ERP applications •CRM tools •flat files •Excel spreadsheets, •or even a message queue.  FREE Performance Management Kit at www.performance-success.com
    8. 8. ETL Tools apply rules to convert content from multiple databases For Example, a Telephone number can  be  recorded several ways • (123) 456-7890 • 1234567890 • 123-456-7890 • 123 456 7890 FREE Performance Management Kit at www.performance-success.com
    9. 9. ETL Illustration FREE Performance Management Kit at www.performance-success.com
    10. 10. ETL Buy vs Build Factors… • Complexity of the data transformation • Data cleansing needs • Data volume FREE Performance Management Kit at www.performance-success.com
    11. 11. ETL Implementation Questions • How many sources will users extract the information from? • What are your types of data sources? • What are the expected sizes of these input files? • Is there a need to join information from different sources? • What are the growth expectations • What is the current environment • What is the budget for purchasing your ETL tool? FREE Performance Management Kit at www.performance-success.com
    12. 12. Evaluation Criteria for ETL Tools • Functionality capability •Compatibility to your data source •Metadata Support FREE Performance Management Kit at www.performance-success.com
    13. 13. Popular ETL Tools Popular ETL tools include:   •Oracle Warehouse Builder (OWB) •Business Objects Data Integrator •SAS Data Integration Studio •Informatica •FREE Performance Management Kit at www.performance-success.com IBM Information Server
    14. 14. OLAP (On-Line Analytical Processing) Tools FREE Performance Management Kit at www.performance-success.com
    15. 15. OLAP Tools are use for… • Business Performance Management • Planning • Budgeting • Forecasting • Financial Reporting • Analysis • Simulation Models • Knowledge Discovery • and Data Warehouse Reporting FREE Performance Management Kit at www.performance-success.com
    16. 16. There are 3 Types of OLAP Tools • MOLAP (Multidimensional OLAP) •ROLAP (Relational OLAP) •HOLAP (Hybrid OLAP) FREE Performance Management Kit at www.performance-success.com
    17. 17. OLAP Evaluation Criteria • Ability to leverage parallelism supplied by RDBMS and hardware • Performance • Customization efforts • Security features • Metadata support FREE Performance Management Kit at www.performance-success.com
    18. 18. OLAP Implementation Questions • How many developers need to access the tool? • Is there any security to be implemented for access? • What is the level of end users knowledge • What is the budget • What is the report requirement • FREE Performance Management Kit at www.performance-success.com What is the functional domain for analysis?
    19. 19. FASMI Method for OLAP Selection • Fast • Analysis • Shared • Multidimensional • Information FREE Performance Management Kit at www.performance-success.com
    20. 20. Popular OLAP Tools • Business Objects • Cognos • Hyperion • DB2 • MicroStrategy FREE Performance Management Kit at www.performance-success.com
    21. 21. Reporting Tools Evaluation Criteria • Number of reports • Desired Report Distribution Mode • Ad hoc Report creation FREE Performance Management Kit at www.performance-success.com
    22. 22. Reporting Tools Evaluation Criteria • Data source connection capabilities • Scheduling and distribution capabilities • Security features • Export capabilities • Integration with the Microsoft Office environment FREE Performance Management Kit at www.performance-success.com
    23. 23. Popular Reporting Tools • Business Objects (Crystal Reports) • Cognos • Actuate • DB2 FREE Performance Management Kit at www.performance-success.com
    24. 24. Metadata Tools Metadata refers to the collection of information about the data stored in an application or database. Information about data can include: •Definition of the data •Type of data •Size of data •Systems abbreviation •Business unit FREE Performance Management Kit at www.performance-success.com
    25. 25. 3 Criteria For Developing a Metadata Strategy • The definition of a common metamodel • The configuration of products which will be used to acquire, manage, and distribute metadata • Defining and enforcing a methodology for the use and maintenance of the above FREE Performance Management Kit at www.performance-success.com
    26. 26. Steps for Ensuring a Successful Metadata Implementation • Establish data owners, custodians and users • Formalize data stewardship committee • Define corporate data and process standards • Define edit philosophy and user education FREE Performance Management Kit at www.performance-success.com
    27. 27. The Metadata Lifecycle The Metadata Lifecycle Model consist of four stages  covering  ten steps, and several sub processes for  developing a successful metadata strategy The Four Stages of Metadata Lifecycle •Requirement Assessment Content Analysis •System Requirement Specification •Metadata System •Service and Evaluation FREE Performance Management Kit at www.performance-success.com
    28. 28. Metadata Pros and Cons Pros Cons • Good for data requests • Metadata implementation that are unique every time is it is extremely expensive • Save time per search • Difficult to implement and • Provides analysis of data justify data from multiple data sources • Creates uncomfortable change among users (low • Leverages intellectual user buy-in) infrastructure elements. FREE Performance Management Kit at www.performance-success.com
    29. 29. Data Warehousing Pros • Simplifies the technical aspects of database technology • Performs server or disk bound requests that require querying and reporting • Queries and reports data from multiple transaction processing systems • Utilizes data models or server technologies that speed up querying and reporting • Provides query and reporting capabilities while limiting access to the transaction processing system FREE Performance Management Kit at www.performance-success.com
    30. 30. Data Warehousing Pros • Provides customers with access to data from a vast amount of transactions each day delivered via management reports, scorecards and dashboards • Provides a repository of “cleaned up” data without having to change the transaction processing systems • Provides a repository or “snapshot” of data to archive “as was” information FREE Performance Management Kit at www.performance-success.com
    31. 31. Data Warehousing Cons • Stored, historical data has limited value in many organizations • Data warehousing systems can complicate business processes • Not necessary if reporting needs are simple and there is not a requirement for end user ad hoc querying and reporting • There is a learning curve that may not be suitable for time constraints or budget FREE Performance Management Kit at www.performance-success.com
    32. 32. Data Warehousing Cons • Not useful if there is not a clearly determined process or guideline for adding data and data sources to a warehouse. • Data warehousing requires a great deal of maintenance • The cost to capture, clean and load data in a special format may be out of budget FREE Performance Management Kit at www.performance-success.com

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