1. The Importance of developing a Reporting
Framework and Roadmap as part of your BI
Implementation
Paul Vella
16-Aug-2010
The most comprehensive Oracle applications & technology content under one roof

2. Introduction
• Business Intelligence Business Case
• Technology Solution Matrix
• Business Intelligence Scorecard
• BI Strategy and Framework
• BI Implementation Roadmap

3. So you want a BI solution !!!
Where do
we start ? How much
will it cost ?
How and
what do we
implement ?
What is the What is
budget ? wrong with
what we
have got ?

4. What is Business Intelligence ?
Business intelligence provides users with the data and tools they need to answer questions that are
important to running the part of the business for which they are responsible.
Business intelligence provides answers to basic questions such as: "How do my sales
this year compare
"What are my top with sales last
five products?" year?"
"What is the
"What can we three-month
predict for sales next moving average
quarter?" of my sales?"
"Why are sales down in this
region?"

5. BI Business Case
• Integrated Reporting
• One version of truth
• Reduce TCO
• Productivity enhancements
• Quality of Data
• Automation of manual reporting effort
• Consistent measure of performance
• Reduce the Latency of Information
• Enable Organisational Agility

6. The Business Case for BI and
EPM
“In times of economic stress, managers are looking for clear and
immediate visibility into what’s happening in their business,”
“Ideally, they want this information by customer, by product line, by sales
channel, by whatever slice of the business is needed and they want
to understand the reasons for performance variances.”
“What they really want is a cross-functional view that combines metrics
from different parts of the business, such as sales and manufacturing
or HR and customer service,”
- Paul Rodwick, VP Product Management, Oracle Business Intelligence.

7. The Business Case for Packaged
Analytics
Gartner: SWOT: Oracle Business Intelligence Platform, Worldwide
• “Packaged analytic applications can significantly reduce the time it takes to deploy BI
and ongoing cost of ownership, if the requirements match well enough to the packaged
content such that customization is minimal.”
• “Of all the BI platform vendors, Oracle has arguably the most developed portfolio of
packaged analytic applications”
• “For the large installed base of Oracle E-Business Suite (EBS), PeopleSoft and Siebel
customers, the growing use of OBIEE to deliver prebuilt reports and analytic
applications against a packaged data warehouse built from their core operational
applications makes the logic for adopting it very compelling indeed.”

8. BI Solutions

9. Approach
Current State Assessment and Information
Reporting Scorecard Framework and Roadmap
Needs
Current State Information Needs Reporting Scorecard Solution & Tool Reporting Roadmap
Assessment Assessment recommendation
•Workshops and •Workshops and •Assess where •Identify root cause. •Recommend a
Interviews Interviews Organisation is in terms •Explore solutions. Reporting solution
•Sample Report •Functional Information of Reporting. •Match Reporting implementation plan
Artefacts Needs needs with potential that is aligned with
•Document existing •Non Functional reporting solutions. Organisational
information flow Requirements Reporting Strategy
•Record reporting issues

10. Current State Diagram
Users Operational Systems Reporting Systems Reports Users
Databases Operational Data Stores

11. Business Intelligence Scorecard
Characteristics
Producing enough reporting to enable the “Running of the Business”. Predominately
Facts and all reporting is around facts and data, any analysis of this information from reports is
a manual process. The main focus of reporting is compliance.
Data
At this maturity level, reports are not just Facts and Data, but also allow significant
“Measurement and Monitoring of the business”. The reporting focus at this level is
Information around having an integrated approach to information gathering and reporting.
At this level reporting moves beyond simple monitoring of performance and provides
“Integrated Performance and Management Intelligence”. Reports provide Insight into
Insight the Performance of the Organisation and factors that are influencing that
performance. The reporting focus at this level is on Business Operations.
Reporting at this level, not only provides Insight into Business Performance, it will
also provide sufficient information to enable the “Fostering of Business Innovation
Knowledge and people productivity”. The focus of reporting is on Efficiency.
Reporting at this level will enable “Strategic Agility and Differentiation”. Reporting at
this level takes strategic focus.
Foresight

12. Business Intelligence Indicators
5
5
4
4 Foresight
Foresight
3
3 Knowledge
Knowledge Indicators
• Enterprise data
frameworks.
Information Maturity
2
2 Insight
Insight Indicators • Cross-enterprise
• Enterprise data information.
1
1 Information
Information frameworks. • Enterprise
Indicators
• Cross-enterprise information-
• Existence of information. governance process.
Facts & Data
Facts & Data Indicators
Enterprise
• Awareness of data
information • Enterprise
infrastructure information- quality.
• Existence of some
Indicators information frameworks. governance process. • Decisions made in
infrastructure. • Cross-enterprise • Awareness of data the context of
• Information infrastructure enterprise goals.
limited or nonexistent. • Independent island of information. quality.
• Individual methods of analysing information. • Enterprise data • Shared experience
information. consolidation and through collaboration.
• Independent data
consolidation and access.
• Individual results adopted as
“corporate truth” without being access. • Key measures or
validated reflecting in different • Business measures KPIs are consistent
versions of truth. or KPIs are aligned across the enterprise.
• Manual intervention used to within business units
gather facts. but inconsistent
across the enterprise.
Strategic Value of Information

13. Business Intelligence Solution Matrix
Enterprise Business
Intelligence Reporting Solutions
Reporting Requirements
High level KPI reporting
High level KPI reporting •Oracle BI Answers
Strategic •Positional Reporting •Oracle BI Dashboards
•Dashboards
Highlights, exceptions, •Financial Analysis Management reporting
KPIs, Financial Ratios Management reporting •Hyperion Financial
•Budget, Forecast, Modeling Management
Management •Hyperion Profitability
•Departmental Budget Reports
•Adhoc Reporting •Oracle BI Answers
Custom analytics and •Oracle BI Dashboards
reporting Operational Reporting
Operational •Real time operational Operational Reporting
production reporting •Excel Reports
Detailed Operational •Operational Transactional •Spreadsheet Server
Reports Reporting (eg. Purchasing •Oracle Reports
transactions, GL journals) •Oracle BI Publisher
External •Audited Reports
Statements, External Reporting
Reports •Client Statements External Reporting
•Online Reports •Hyperion Financial
•Statutory Reporting Management

14. Summary
• Business Intelligence Business Case
• Technology Solution Matrix
• Business Intelligence Scorecard
• BI Strategy and Framework
• BI Implementation Roadmap

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