An OBIEE Success Story: How a Regional Utility Created Visibility in Supply Chain provides an overview about a project utilizing both OBIEE and Business Intelligence Analytics products. The project’s goal was to provide timely data and reporting to Supply Chain for aiding in strategic decision making. The result was a reduction in overall operational costs, performance and productivity tracking, inventory management in partnership with business operations and the initiation of basic governance practices for the data within the Oracle E-Business Suite.

1. Proprietary and confidential. | 2016 AXIA Consulting™ | All rights reserved.
An OBIEE Success Story

2. Agenda
• Introduction
• About the Project: Project Stats
• Project Planning & Goals
• Success & Challenges
• Setup & Configuration Leading Practices
• Key Metrics Delivered

3. AXIA Consulting
About AXIA Consulting
At AXIA Consulting, we understand the importance of
choosing a trustworthy partner who takes the time to
understand your business and we have the proven
ability to deliver meaningful results.
With a team of industry experts who average 20 years of
experience in the field, AXIA’s accessible business and
technology leaders hardness their expertise to solve our
clients’ most complex problems.
Founded in 2005, AXIA is 100% employee-owned and
employs approximately 100 Senior Consultants. We are
a global company, delivering results for clients in more
than 54 countries over six continents.
www.axiaconsulting.net
Committed To Excellence
AXIA is driven by values and our commitment
to excellence, resulting in trusted partnerships
and lasting client relationships

4. Agenda
• Introduction
• About the Project: Project Stats
• Project Planning & Goals
• Success & Challenges
• Setup & Configuration Leading Practices
• Key Metrics Delivered

5. About the Project: Project Stats
About the Project
• Regional Utility
• 11 Full-Time Buyers
• $337M of managed corporate spend
• Over 18,000 Annual Purchase Orders (38,000 + PO Lines)
• Oracle E-Business Suite Purchasing Module implemented in
1999 and upgraded to R12 in 2009

6. Project Stats: About the Project
Technologies Implemented
• Oracle Business Intelligence Enterprise Edition 11.1.5
• Informatica Power Center 9.2
• Oracle Data Warehouse Administration Console
• Oracle Supply Chain and Order Management Analytics
• Oracle Procurement and Spend Analytics

7. Agenda
• Introduction
• About the Project: Project Stats
• Project Planning & Goals
• Success & Challenges
• Setup & Configuration Leading Practices
• Key Metrics Delivered

8. Project Planning: Keys to Success
• Project Charter
• Refine charter at end of each release to solidify requirements
• Agile Delivery Approach
• Metrics were released every 3 – 5 weeks
• Strong Technical Team and Business Commitment
• Plan for Change

9. Project Planning: Keys to Success cont.
Collecting Metric Use Cases
• Identify Potential Metrics in Key Areas:
• Operational
• Analytic
• Compliance
• Gather Metrics Requested by Outside Teams
• Parent Organization
• Human Resources
• Service Operations
• Collect ‘Wish List’ Items
• Dashboards for leadership
• System enhancements to capture new data
CAUTION:
Read Use
Cases before
Operating

10. Project Planning: Keys to Success cont.
Use Case Example
• Clearly defined formulas
and attribute definitions
are critical to avoiding
slow adoption
• Contains knowledge
capital in regards to metric
content and approach
making it available to all
users
• Changes must be
introduced though Use
Case version control,
simplifies scope change
discussions

11. Project Planning: Goals
• Provide near Real-Time Data to Supply Chain for:
• Reducing Inventory Carrying Costs
• Managing Inventory (Stock Outs)
• Tracking Performance
• Enable Basic Governance Practices for key Supply
Chain Data
Identify slow moving
& obsolete inventory
Avoid stock outs
for critical items
Track vendor spend &
competitive bid analysis
Resource
workload leveling

12. Agenda
• Introduction
• About the Project: Project Stats
• Project Planning & Goals
• Success & Challenges
• Setup & Configuration Leading Practices
• Key Metrics Delivered

13. Success & Challenges
Keep the Project Agile
Plan for Change!
• “I don’t know what I want until I see it.”
• The business will (and can) change their minds with each
iteration
• Prototyping makes for a better product
• Data Quality can Introduce Roadblocks
• Shift focus to other metrics in the release while data issues
are resolved
• Clear Communications and Prototypes
• Enhancements across iterations will impact timeline and
scope

14. Success & Challenges cont.
Personalize the Process: Faster Adaptation
• Observe how power users expect to navigate through
metrics
• Incorporate for user friendly, intuitive experience
• Effective power user training builds confidence
• Business users see their changes adopted which leads
to sense of ownership

15. Success & Challenges cont.
Data Clean-Up Opportunity
• Opportunity to re-visit old processes
• Review and Clean-up of:
• Item Types
• Purchasing Categories
• Single Source Justification Codes
• Item Last Review Date
• Item Status Codes
• Item Lead Times
• Define/Modify Process for Ongoing Maintenance

16. Success & Challenges cont.
Training is Key
• Schedule user and leadership training as close to go-
live as possible
• Allow time in your project plan for subsequent training
sessions
• Feedback will add to a positive user experience

17. Success & Challenges cont.
Lessons Learned: Post Go-Live
• Properly defined metrics often have a shelf life
• Don’t underestimate the ongoing support and
development
• Updates were smooth and required little rework in 11g
• Longer learning curve on with ad-hoc reporting in
Answers

18. Agenda
• Introduction
• About the Project: Project Stats
• Project Planning & Goals
• Success & Challenges
• Setup & Configuration Leading
Practices
• Key Metrics Delivered

19. Set-Up & Configuration Leading Practices
Set-up & Configuration Lessons
• Architecture Overview
• Sandbox Environment for Early Iterations
• Leverage Data Warehouse Administration Console (DAC)
• Thoroughly test metrics for full load and incremental

20. Set-Up & Configuration Leading Practices cont.
OBIEE Basic Architecture

21. Set-Up & Configuration Leading Practices cont.
Model Enhancements
• Leverage OBIA Schema and Create Aggregate or PLP
Tables
• Reduces risk of different levels of grain
• Based on Oracle’s work to pull from transactional systems
• Check for duplicates after every change
• Avoid failed indexes during loads
• Identifies extract/load issues quickly
• Plan for Data Cleanup
• Avoid delays
• Eliminates confusion in the business if results are valid

22. Set-Up & Configuration Leading Practices cont.
Our Environment
• Oracle OBIEE 11g
• Oracle Business Intelligence Applications (OBIA)
• Informatica Power Center
• Oracle Data Warehouse Administration Console (DAC)
• Oracle EBS 12.1.3

23. Agenda
• Introduction
• About the Project: Project Stats
• Project Planning & Goals
• Success & Challenges
• Setup & Configuration Leading Practices
• Key Metrics Delivered

24. Key Metrics Delivered
Slow Moving Stock
Items not issued from stock in 36+ months
• Selectable date, default to 3-years
• Drillable Levels
• Location
• Item Category
• Item Detail
• Item Detail Contains:
• Aging
• Reorder Point
• Min/Max
• Item Last Reviewed

25. Key Metrics Delivered cont.
Slow Moving Stock: Product Category Detail

26. Key Metrics Delivered cont.
Buyer Productivity
Requisitions In and Purchase Order Lines Out
• Purchase Requisition Lines
• Lines in by last 5 days
• Dollars per day
• Total in Queue
• By Buyer
• By Business Unit
• Purchase Order Lines Out
• Lines in by last 5 days
• Dollars per day
• Total in Queue
• By Buyer
• By Business Unit
Eliminated 10 hours of
manual effort
per month

27. Key Metrics Delivered cont.
Buyer Productivity

28. Key Metrics Delivered cont.
Weeks of Supply On-Hand: Storm
Based on Historical Usage Rates for Storm Categories
• Total on Hand
• Weeks on Hand by Storm Type
• Average Weekly Usage
• If on an Open/Blanket PO
• User filterable by:
• Item Number
• Product Category
• Supplier
Avoided item stock
outs for 7/29/13

29. Key Metrics Delivered cont.
Weeks of Supply On-Hand: Storm

30. Key Metrics Delivered cont.
Spend Analytics

31. Contacts
For more information, visit
http://www.axiaconsulting.net/
or give us a call at 866.937.5550
AXIA Consulting is a global provider of business and technology solutions
focused on maximizing investments and delivering results. With experience
across multiple industries and more than 54 countries, AXIA’s senior team
helps organizations tackle tough challenges, from large-scale ERP
implementations and post-merger integrations, to organizational change
and more.