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OBIEE Customer Enablement Series

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  1. 1. OBIEE Customer Enablement Series Part 2 – Technologies Hosted by Ralf Schmidt – Evergreen Data Systems Speaker - Robert Kenny Joseph – Step Ahead Solutions, Inc.
  2. 2. What are we going to talk about? <ul><li>Key Technologies </li></ul><ul><li>Business Value for BI </li></ul><ul><li>What are the key components of a good BI? </li></ul><ul><li>The Technology of Choice - OBIEE </li></ul><ul><li>OBIEE Applications </li></ul>
  3. 3. <ul><li>Multi-dimensional data modeling </li></ul><ul><li>Enterprise Data Warehouse </li></ul><ul><li>De-normalized data </li></ul><ul><li>Star Schema </li></ul><ul><li>Common Data Models </li></ul><ul><li>Multi-source data access </li></ul><ul><li>Web based thin client self service BI </li></ul><ul><li>Dynamic integration with source application </li></ul><ul><li>Federated Data Queries </li></ul><ul><li>Optimized Cache Engine </li></ul><ul><li>… . </li></ul>Key Technologies and Concepts for BI Key Technologies
  4. 4. Business Value Business Value for BI The real value of BI is strongly linked to achieving business goals and improving business performance. A growing range of analytic applications is emerging that leverage BI technologies to better understand and manage business performance. Organizations seek to use BI to lead, support decisions, explore, measure, manage and optimize their businesses, and thereby drive business transformation.
  5. 5. Business Value Question for the Audience “ Do you believe that pairing of technology and business value is key to BI Success?”
  6. 6. Is Complete o <ul><li>Key BI Platform Differentiators </li></ul><ul><li>Ability to source and integrate data from multiple heterogeneous data sources, regardless of DB or schema </li></ul><ul><li>Ability to create a single logical model of the business regardless of physical data location and structure </li></ul>Components of a good BI Example: “ Show me actual sales YTD by region verses a year ago, against quota, and against forecast.” Enterprise DW Operational System Enterprise BI Platform Historical Sales Data Current Sales Data Excel Analysis Data Real Time Data Historical Data Offline Data
  7. 7. Is Detailed <ul><li>BI Platform Differentiators </li></ul><ul><li>Unlimited, direct access to and analysis of detailed level data </li></ul><ul><li>Drill thru to the most detailed data available in underlying data sources </li></ul><ul><li>High performance and scalability to handle the largest data volumes </li></ul><ul><li>Intelligent and seamless use of aggregates when detail data is not required </li></ul>Components of a good BI <ul><li>Example: </li></ul><ul><li>Only the most detailed level data can answer these types of business questions: </li></ul><ul><ul><li>When Product X is sold, what product is most frequently purchased with it? </li></ul></ul><ul><ul><li>How did the Thursday promotion for Product X stimulate repeat purchase behavior online? </li></ul></ul><ul><ul><li>Based on other customer behaviors, what product is my customer most likely to buy based on their purchase history? </li></ul></ul>Quarterly Sales by Region Weekly Product Sales by Region Daily Product Sales by Store Product Sales by Customer Gigabytes Gigabytes Terabytes Data Volume
  8. 8. Is Rich <ul><li>BI Platform Differentiators </li></ul><ul><li>Interactive access </li></ul><ul><li>Complex calculations </li></ul><ul><li>Integrated server-based data mining/predictive capabilities </li></ul><ul><li>Models and predictions are driven from any accessible data source and leverage common business measures </li></ul><ul><li>Predictive insights drive inbound and outbound customer interactions at all touch points </li></ul>Components of a good BI Historical Information Real-time Information Batch or Asynchronous Delivery BI Servers <ul><li>Customer churn prediction </li></ul><ul><li>Real-time recommendation </li></ul><ul><li>Customer profitability prediction </li></ul><ul><li>Product sales forecast </li></ul>Fact-based Action Intelligent Interaction
  9. 9. Is Relevant Past Future Present What happened ? What is happening ? What will happen ? <ul><li>BI Platform Differentiators </li></ul><ul><li>Timely information </li></ul><ul><li>Level of detail and scope personalized by built-in understanding of each person’s role </li></ul><ul><li>Nominal or unexceptional information filtered out, to focus attention on where to take action </li></ul><ul><li>High performance, reliability, and scalability necessary to serve very large number of users at all levels and roles across an enterprise </li></ul>Components of a good BI
  10. 10. Is in Context <ul><li>BI Platform Differentiators </li></ul><ul><li>Web Services SOA enabled architecture - flexible and open to integrate insight with operational systems </li></ul><ul><li>Pre-built integration with Source Applications, enabling delivery of insight directly to the point of customer interaction </li></ul><ul><li>Choice of delivery options including intelligence dashboards, mobile analytics, proactive alerts </li></ul>Components of a good BI
  11. 11. Is in Context Components of a good BI Question for the Audience Is Complete Is Detailed Is Relevant Is Rich “ Do you think that these critical characteristics of your information is vital for your decision making?”
  12. 12. Information Bottleneck Capacity to Deliver Ability to Meet Requirements Capacity to Assess Requirements Supported by Infrastructure Formal Requests Desired Information Information Delivered Information Required BI User Interface Self Service Reports Published Dashboards Reports from Multiple Data Sources Logical Subject Areas IT Professionals Information Required = Information Delivered Components of a good BI
  13. 13. Three Pillars of Foundation <ul><li>Physical Scalability </li></ul><ul><li>Database Performance </li></ul><ul><li>Fast ETL Loads </li></ul><ul><li>Accessing Large Datasets </li></ul><ul><li>Large Concurrent User Base </li></ul><ul><li>Complex Analysis (Multi-pass, Sub Queries, advanced calculations) </li></ul><ul><li>Disparate Data Sources </li></ul><ul><li>User Adoption </li></ul><ul><li>Ease of use </li></ul><ul><li>All content personalized and role-based </li></ul><ul><li>Content is rich and interactive </li></ul><ul><li>High user adoption </li></ul><ul><li>Report authoring separate from data modeling </li></ul><ul><li>Economic Scalability </li></ul><ul><li>Business Self-sufficiency (no report/cube-factory) </li></ul><ul><li>Unified enterprise logical model </li></ul><ul><li>Small # of IT staff to develop/administer </li></ul><ul><li>Small # of servers required to maintain </li></ul><ul><li>Share/Re-use of metadata </li></ul><ul><li>Out-of-the-box applications </li></ul>Components of a good BI
  14. 14. The Technology of Choice Oracle BI Suite Enterprise Edition Plus OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process Source: Oracle Pervasive Information Delivery Financial Performance Management Applications Insight Performance Action Set Goals Plan Monitor Analyze Report Align Hyperion Essbase Oracle BI Server Common Enterprise Information Model Reporting & Publishing Financial Reporting BI Publisher Interactive Reporting SQR Production Reporting Web Analysis Ad hoc Analysis Proactive Detection and Alerts Microsoft Office Interactive Dashboards
  15. 15. Common Enterprise Information Model Enables Consistency, Security, Reuse, Flexibility Role-Based Views of the Information Relevant to the User Consistent Definition of Business Measures, Metrics, Calculations Model Once, Deploy Everywhere Across Any Data Sources Source: Oracle The Technology of Choice <ul><li>User roles, preferences </li></ul><ul><li>Simplified view </li></ul><ul><li>Logical SQL interface </li></ul>PRESENTATION LAYER <ul><li>Dimensions </li></ul><ul><li>Hierarchies </li></ul><ul><li>Measures </li></ul><ul><li>Calculations </li></ul><ul><li>Aggregation Rules </li></ul><ul><li>Time Series </li></ul>SEMANTIC OBJECT LAYER PHYSICAL LAYER <ul><li>Map Physical Data </li></ul><ul><li>Connections </li></ul><ul><li>Schema </li></ul>
  16. 16. Oracle BI Server Simplified, Powerful, Intelligence Across Sources <ul><li>Simplified Business Model View </li></ul><ul><li>Advanced Calculation and Integration Engine </li></ul><ul><li>Intelligent Request Generation and Optimized, Distributed Data Access </li></ul><ul><li>Mission Critical Scalability and Performance </li></ul><ul><li>Foundation for all OBIEE Presentation Services </li></ul>OPEN SQL INTERFACE ORACLE BI EE PRESENTATION SERVICES OTHER THIRD PARTY TOOLS ORACLE BI SERVER <ul><li>Native RDBMS </li></ul><ul><li>Oracle </li></ul><ul><li>SQL Server </li></ul><ul><li>DB2 </li></ul><ul><li>Teradata </li></ul><ul><li>ODBC </li></ul><ul><li>Multi-dimensional </li></ul><ul><li>XMLA </li></ul><ul><li>Oracle OLAP Option </li></ul><ul><li>MS Analysis Services </li></ul><ul><li>Essbase </li></ul><ul><li>SAP BW </li></ul><ul><li>Other </li></ul><ul><li>XML, </li></ul><ul><li>Excel </li></ul><ul><li>Text </li></ul><ul><li>Simplified Business View </li></ul><ul><li>Unified Metadata </li></ul><ul><li>Intelligent Caching </li></ul><ul><li>Advanced Calculations </li></ul><ul><li>Aggregate Navigation & Creation </li></ul><ul><li>Federated Query and Integration </li></ul><ul><li>Optimized SQL / Function Shipping </li></ul>Source: Oracle The Technology of Choice
  17. 17. OBIEE Plus Answers OLAP-style Query <ul><li>OLAP-style query building with member selection </li></ul><ul><li>Calculated members </li></ul><ul><li>Custom aggregates </li></ul><ul><li>Ragged and skip-level hierarchies </li></ul><ul><li>Hierarchical calculations </li></ul><ul><li>Function extensibility </li></ul><ul><li>Uniformly applies to dimensional and relational sources </li></ul>The Technology of Choice
  18. 18. Source: Oracle <ul><li>Role Based Dashboards </li></ul><ul><li>Analytic Workflow </li></ul><ul><li>Guided Navigation </li></ul><ul><li>Security / Visibility </li></ul><ul><li>Alerts & Proactive Delivery </li></ul><ul><li>Logical to Physical Abstraction Layer </li></ul><ul><li>Calculations and Metrics Definition </li></ul><ul><li>Visibility & Personalization </li></ul><ul><li>Dynamic SQL Generation </li></ul><ul><li>Highly Parallel </li></ul><ul><li>Multistage and Customizable </li></ul><ul><li>Deployment Modularity </li></ul><ul><li>Abstracted Data Model </li></ul><ul><li>Conformed Dimensions </li></ul><ul><li>Heterogeneous Database support </li></ul><ul><li>Database specific indexing </li></ul>Administration Metrics / KPIs Logical Model / Subject Areas Physical Map Oracle BI Server Direct Access to Source Data Federated Data Sources Siebel Oracle SAP R/3 PSFT EDW Other OBIEE Applications Architecture Metadata Oracle BI Presentation Services Dashboards by Role Reports, Analysis / Analytic Workflows Data Warehouse / Data Model ETL Load Process Staging Area Extraction Process DAC
  19. 19. Oracle Business Intelligence EE Applications Other Operational & Analytic Sources Prebuilt adapters: Sales Marketing Order Management & Fulfillment Supply Chain Financials Human Resources Pipeline Analysis Triangulated Forecasting Sales Team Effectiveness Up-sell / Cross-sell Cycle Time Analysis Lead Conversion Employee Productivity Compensation Analysis HR Compliance Reporting Workforce Profile Turnover Trends Return on Human Capital A/R & A/P Analysis GL / Balance Sheet Analysis Customer & Product Profitability P&L Analysis Expense Management Cash Flow Analysis Supplier Performance Spend Analysis Procurement Cycle Times Inventory Availability Employee Expenses BOM Analysis Order Linearity Orders vs. Available Inventory Cycle Time Analysis Backlog Analysis Fulfillment Status Customer Receivables Campaign Scorecard Response Rates Product Propensity Loyalty and Attrition Market Basket Analysis Campaign ROI OBIEE Applications Travel & Trans Auto Comms & Media Complex Mfg Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector Service & Contact Center Churn Propensity Customer Satisfaction Resolution Rates Service Rep Effectiveness Service Cost Analysis Service Trends
  20. 20. Q & A Evergreen Data Systems, Inc. 3350 Scott Blvd., Building 36B Santa Clara, CA 95054 Phone: 800.248.2898/408.557.9800 Fax: 408.557.9811 Ralf Schmidt Step Ahead Solutions, Inc. 3333 Bowers Ave., Suite 130 Santa Clara, CA 95054 Phone: 408.200.0965/408.771.9663 Fax: 408.996.1289 Robert K Joseph [email_address] Contacts