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A Customer's Take on Moving from Discoverer to Oracle Business Analytics


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If you’re among the many Oracle E-Business Suite customers still using Discoverer for your reporting and analytics needs, change is inevitable. But it doesn’t have to be disruptive to your business. For Group Voyagers, a group of leading escorted tour, river cruise and independent travel package companies, moving off Discoverer took just nine weeks!

Gary Aragon, accounting manager at Group Voyagers, joined us to discuss the company’s long-term reporting strategy and how it was able to successfully migrate to Oracle BI Enterprise Edition (OBIEE). Discussion included:

-Replacement Options - OBIEE and Oracle Analytics Cloud
-Best practices, methodologies, and deployment risks
-User adoption
-Benefits realized with OBIEE

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A Customer's Take on Moving from Discoverer to Oracle Business Analytics

  1. 1. How to Migrate from Discoverer to OBIEE in 9 Weeks! September, 2017
  2. 2. Gary Aragon Accounting Manager Globus Family of Brands Shiv Bharti Practice Director, Oracle Business Analytics
  3. 3. 3 Agenda • About Perficient • About Group Voyagers • Group Voyagers Case Study • Overview of Oracle BI Apps • Overview of Oracle Cloud Analytics • Migration Options • Migration Best Practices • Q&A
  4. 4. 4 About Perficient Perficient is the leading digital transformation consulting firm serving Global 2000 and enterprise customers throughout North America. With unparalleled information technology, management consulting, and creative capabilities, Perficient and its Perficient Digital agency deliver vision, execution, and value with outstanding digital experience, business optimization, and industry solutions.
  5. 5. 5 Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2016 revenue $487 million Major market locations: Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis, New York City, Northern California, Oxford (UK), Southern California, St. Louis, Toronto Global delivery centers in China and India 3,000+ colleagues Dedicated solution practices ~95% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards
  6. 6. 6 Perficient’s BI Practice Solutions Expertise • BI/DW Strategy and Assessments • BICS/DVCS/Data Sync • OBIEE and Oracle BI Apps • Data Integration, Discovery, Big Data • Exadata and Exalytics • Oracle Golden Gate Fast Facts • Practice Started: 2004 • Projects Completed: 400+ • Management Team: 14 years • 60% of consultants former Oracle Eng. • Oracle Authorized Education Center – Oracle BI Apps, OBIEE, ODI • Perficient runs it’s business on Oracle BI • Proven Implementation Methodology Oracle Specializations
  7. 7. Group Voyagers – Customer Case Study
  8. 8. 8 • Group Voyagers, Inc. - also known as the "Globus family of brands" is a group of escorted tour, river cruise and independent travel package companies marketed worldwide. • They include the brands Globus, Cosmos, Avalon Waterways and Monograms • The Globus family of brands traces its history to 1928, when Antonio Mantegazza started using a rowing boat to transport commercial goods across Lake Lugano in Switzerland. • The Globus family of brands now consists of more than 30 tourism and aviation businesses, serviced by more than 5,000 staff. • The companies’ escorted and independent vacations offer nearly 10,000 departures and over 400 different itineraries, covering more than 65 countries on six continents. Combined, the travel brands carry nearly 500,000 passengers per year, making the Globus the largest tour operator worldwide. Group Voyagers
  9. 9. 9 Finance & Analytics Team • Group Voyagers have 3 entities, US, Canada and India and reports are to be generated/delivered to all these 3 entities • Earlier reporting was manual and the scheduling of reports was done with manual labor. Now with BI in place everything is automated. • Wanted participants to be accountable for their activities, create their own reports, run their own dashboards etc. • Spent time processing the close and reconciling data and not enough time analyzing it. Growing Business • Sourced from Oracle EBS instances and other types of transactional systems • Migrated from Discoverer to OBIA 11g in late 2016 • Wanted to automate more reports from Finance for end users • Growing need to provide executive office with greater insight into the real time reporting from Oracle BI Company Background
  10. 10. 10 Manual Reporting Processes  Financial Close delayed as accountants are dependent upon Shared Service center personnel to provide Financial Close related data  Analysis requires multiple searches across varying excel reports to understand data – no drilldown No Single Source of Truth  No consolidated view of customer history  Multiple, fragmented reporting solutions exist Lack of Management Insight  Lack of consolidated KPIs and reporting  No visibility to call resolution steps  Manual root cause analysis Aging infrastructure  Production ERP system – Oracle EBS suffering performance issues due to multiple direct access reports running against production Challenges
  11. 11. 11 Vision: The End State Enable More Users Expand Platform for Innovation Single Source of Truth  Combine all relevant information from any data source, managed and self- service  IT curated metadata layer  Centralized enterprise metrics repository  Leverage prebuilt analytics  Shorten the financial close cycle  Stay productive with intelligently optimized queries  Enhance all data with powerful data preparation  Data-driven decision making  Complete visibility into financial operations, actionable analytics, real-time KPIs, and performance metrics needed to manage and optimize the business  Fast and accessible cloud- based data modeling and loading  Error prevention and monitoring  Maintain consistency with centralized business data  Unified governance and change management framework Automate Data Consolidation Connect to All Data Modernize Analytics Platform Empower Business Users Business Freedom and Data Governance Oracle Business Analytics
  12. 12. 12 High Level Requirements Financial Operations Reporting requirements can be grouped into one of the following 5 categories: Real-time reports (sourced from Oracle) Real-time self-service reporting (sourced from Oracle) Oracle EBS periodically refreshed dashboards/reports Oracle EBS periodical refresh self-service reporting Non-Oracle reports & self-service
  13. 13. 13 BI Tools Assessed for Financial Operations Reporting Summarized Reporting Requirements by Tool Fusion Accounting Hub Cloud Endeca EBS Information Discovery OBIA OBIEE BICS Essbase HFM Real-time reports Real-time self-service reporting EBS periodic refresh dashboards/reports EBS periodic refresh for self- service Non-Oracle reporting (dashboards/reports/self-service) Doesn’t meet the requirementMeets the requirement Partially meets the requirement
  14. 14. 14 Project Scope • Deploy Financial Analytics Applications • Enable all OOTB Dashboards and Reports • Customize Financial Analytics to build 20 Custom reports • Setup User Security Infrastructure • Design for performance and scalability • Use implementation best practices to meet Project milestones, timelines and budget • Leverage the internal team as a part of the project to ensure smooth handoff post deployment • Provide training to the business users so they are most effective during UAT phase • Provide guidance to IT and Business so Group Voyagers can build a BI Competency center
  15. 15. 15 Project Outcomes Management Feedback User Feedback Project Success • Defined start and end for processes. • Ability to quickly reflect the changes done in transactional system into BI. • Streamlined process for user & application management due to web-based nature • Quick reconciliation saves the user time • Notifications/Scheduling helpful in identifying priority tasks • Data loaded automatically into data warehouse daily/history is maintained. • Critical data managed in one place. Single source of truth. • Shorten the financial close cycle • Stay productive with intelligently optimized queries • Data-driven decision making • Deeper visibility into financial operations, actionable analytics, real-time KPIs, and performance metrics needed to manage and optimize the business
  16. 16. Overview of Oracle BI Applications
  17. 17. 17 Complete. Open. Integrated. OLTP & ODS Systems Data Warehouses Data Marts(SQLServer, Oracle…etc.) ) Packaged Applications (Oracle, SAI, UltiPro) Excel XML/Office Business Processes OLAP Sources(MS Cube) Exadata Unstructured & Semi- Structured ERP Analytics Planning & Forecasting Financial Close & Reporting Strategy Management Profitability Management CRM Analytics Industry Analytics BI Server Common Enterprise Information Model Essbase Dimension Management Predictive Analytics Interactive Dashboards Reports & PublishingQuery & Analysis Detect & AlertOffice Search Embedded MobileScorecards Data Sources BI/EPM Platform BI/EPM Apps
  18. 18. 18 Adopt the Data Model – Don’t Build Your Own Comprehensive Conformed Dimensions Ensures Cross Functional Alignment Sales  Opportunities  Quotes  Pipeline Marketing  Campaigns  Responses  Marketing Costs Service  Service Requests  Activities  Agreements Contact Center  ACD Events  Contact-Rep Snapshot  Targets and Benchmark Loyalty  Members and Points  Transactions  Promotions Price  Price Waterfall  Deal Desk  Price Segments ERP ANALYTICS • 370 Fact Tables • 595 Dimension Tables • 8,200 Prebuilt Metrics • 17,700 Data Elements • Customer • Products • Suppliers • Internal Organizations • Customer Locations • Customer Contacts • GL Accounts • Employee • Sales Reps • Service Reps • Partners • Campaign • Offers • Cost Centers • Profit Centers CRM ANALYTICSCONFORMED DIMENSIONS MODULAR DATA MODEL Finance  Receivables  Payables  Cash Flow  General Ledger Procurement & Spend  Procurement Performance  Supplier Performance  Spend Analysis Order Management  Sales Orders and Invoices  Bookings, Billings, Backlog  Order fulfillment process Supply Chain  Inventory Performance  Inventory Bill of Materials  Customer & Supplier Returns Human Resources  Compensation  Recruiting, Training, Learning  Workforce Profile Projects  Project Funding  Project Budgets  Project Performance
  19. 19. 19 Pre-mapped metadata, including embedded best practice calculations and metrics for executives and other business users A “best practice” library of over 8200 pre-built metrics, 88 intelligent dashboards, 2576 reports and several alerts for Executives, Managers and Business Users Pre-built ETL to extract data from operational tables and load it into the DW, sourced from PSFT, Oracle EBS and other sources Pre-built warehouse with 370 star-schemas designed for analysis and reporting on financial analytics • Presentation layer • Logical business model • Physical sources 1 3 2 4
  20. 20. 20 Sources can Oracle ERP, Non-Oracle ERP, Legacy or Custom Applications Informatica or ODI for Extract, Transform and Load into the Data Warehouse. Simple, yet powerful data warehouse architecture. Robust pre-defined OBI EE metadata built specifically for Oracle ERP Customers. All Oracle ERP data integrity and relationships built in. OBI EE Analytics reporting tools, including dashboards, reports, graphs, etc. Metrics / KPIs Logical Model / Subject Areas Physical Map OBI EE Analytics Server OBI EE Analytics WebDashboards by Role Reports, Analysis / Analytic Workflows Informatica(ETL) / Oracle Data Integrator(ODI) Oracle ERP Non-Oracle ERP Source SystemsLegacy Data Warehouse Database Metadata Data Warehouse Administration
  21. 21. Overview of Oracle Analytics Cloud
  22. 22. 22 Complete Business Intelligence • Your data, robust BI capabilities, available anywhere • Self-service: data loading, mapping, analysis • Done by business users • Enterprise grade: secure, highly available, scalable Cloud Managed • Patched, backed up, upgraded by Oracle • Easy, subscription based pricing • Rapidly provision with zero install or patching • Scale and security of Oracle Oracle Business Intelligence Cloud Service “BICS”
  23. 23. 23 Includes the Market Leading Oracle Database  Reliable  Secure  Scalable  Oracle Managed  Automated Backup
  24. 24. 24 Quickly provision your BI instance No Installation required Oracle managed patching and upgrades Rapid Provisioning
  25. 25. 25 1. Load your data 4. Use, share and distribute3. Create Analysis2. Organize data Simplified Self-Service Analytics
  26. 26. 26 • No additional development • Touch, drill, interact • Swipe, zoom – touch gestures • Secure, offline access to content Instantly Available on Mobile
  27. 27. 27 • Exploratory Analytics on Desktop or Mobile • Data Mashup across Managed and User Data Data Visualization
  28. 28. 28 Rich Library of Visual Components • 18 ways to visualize data • Creative use of color, size, shape and various coordinate systems • Optimal use of screen real estate automatically chosen for user
  29. 29. Migration Options
  30. 30. 30 Solution Considerations Faster Innovation • Faster pace to product innovation • Modern, global platform • Shorter upgrade cycle Lower Cost • Reduced infrastructure cost • Reduced IT maintenance cost • Reduced customization and upgrade cost State of the Art Analytics • User experience-focused interface • Seamless data integration • Ad-hoc analysis, including drill down • Dashboards, Mobile Lower Risk • Reduced administrative burden • Guaranteed system availability • Scalable platform for future expansion
  31. 31. 31 Migration Options Option 1 • OBIEE 12c/OBI Apps • On-premise DW Option 2 • BICS/OAC • On-premise ETL/DW Option 3 • BICS/OAC • Cloud ETL/DW
  32. 32. 32 BI App Data Warehouse Cloud Source Staging Non- Oracle Apps BI App Data Warehouse Staging OBI Applications Oracle/Non-Oracle Apps BICS, OACPublic Cloud Applications Relational Cubes Flat Files ETL Engine
  33. 33. 33 Oracle BI Applications Platform Automate Data Management (ETL) Process Analytics Users Non- Oracle Apps Oracle/Non-Oracle Apps Public Cloud Applications Relational Cubes Flat Files BI App Data Warehouse Staging OBI Applications Data Sync BICS REST API PL/SQL Import DBCS REST API Informatica Oracle Data Integrator
  34. 34. 34 Oracle Cloud Analytics Platform Oracle Cloud Oracle DB Schema Service Oracle BI Cloud Service Automate Data Management (ETL) Process Web based Metadata Creation Analytics Users Non- Oracle Apps Oracle/Non-Oracle Apps Public Cloud Applications Relational Cubes Flat Files Data Sync BICS REST API PL/SQL Import DBCS REST API
  35. 35. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Oracle Analytics Cloud Business Intelligence Cloud Data Visualization Cloud Deployment Workgroup Enterprise Oracle’s Strategy Self-Service Analytics-as-a-Service IT BusinessOracle-managed Customer-managed 35
  36. 36. 36 Comparative Analysis of Migration Options Criteria # Criteria Option 1 OBIEE with On-prem DW Option 2 OAC with on-prem DW Option 3 OAC with Cloud DW 1 Capex Cost (Software License) Existing OBIEE CPU-based None None 2 Opex Cost (Software License) Oracle Support Fees Subscription for BICS Subscription: BICS & DBaaS 3 Dependancy on other BI teams High None None 4 Friendly for Reports Development Yes Yes Yes 5 Infrastructure Requirements High: New OBIEE 12c servers Low Low 6 Maintenance: Patching & Upgrades High None for BICS; Only for DW None 7 Advanced Data Visualization Additional License Fee & Upgrade to 12c Included in Subscription Included in Subscription 8 Mobile Accessibility Additional License Fee Included in Subscription Included in Subscription
  37. 37. Migration Best Practices
  38. 38. 38 Migrating to Oracle Analytics New Capabilities Enhanced Business Value Reduced Costs Leverage Best Practices Goals for Migrating to Oracle Analytics Migration is not a mechanical exercise, understanding the capabilities, value, and costs for each report is critical, at the same time, customers need to embrace a sense of agility and flexibility to adapt to the new environment.
  39. 39. 39 Speed Time to Value, Lower TCO, Lower Risk Build from Scratch with Traditional BI Tools Weeks or Months Back-end ETL and Mapping DW Design Define Metrics & Dashboards Back-end ETL and Mapping templates DW Design Define Metrics & Dashboards Training/Roll-out Training/Rollout Quarters or Years Prebuilt DW design, adapts to other data warehouses Role-based dashboards and hundreds of pre-defined metrics Easy to use, easy to adapt • Faster deployment • Lower TCO • Assured business value
  40. 40. 40 Project Management User Experience Business Analysis Technology Architecture ENVISION EXECUTE EVOLVE Program Establish consensus to achieve strategic goals and objectives. Project Deliver a solution that meets the end-user’s expectations. Operation Improve the operational state of a production solution. Strategy Create the Vision Roadmap Create the Action Plan Foundation Prepare the Organization and Environment Inception Establish Feasibility Elaboration Design the Solution Construction Build the Solution Transition Deploy the Solution Maintenance Support a Production Solution Assessment Analyze a Production Solution + + + Our Agile Implementation Methodology
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