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Introductions KPI Overview Oracle Business Intelligence
Methodology and Best Practices
OBIEE: Customer Case Studies
KPI Ensures Success
A Leader in Oracle BI and EPM
Largest and Most Experienced ORACLE BI Services Company
Over 80 consultants with 50+ in USA and 30 in India Strong presence in San Diego, San Francisco, Los Angeles, Atlanta,
PNC Bank wins 2008 Oracle Customer Excellence Award
Boston, New York City, Washington DC, Chicago and Toronto
Extensive Customer References and Accolades
Rookie partner of the year in the first year of operation PNC bank won Oracle’s 2008 customer excellence award Netshops and PNC Bank presented at Oracle open world 2008 Novartis Pharmaceuticals awarded “Above and Beyond” award Oracle selected KPI Partners as “Pillar Partner for BI”
Proven Implementation Methodology
Templates of Process Maps that ensures a successful deployment
Leader in Innovation
First partner to integrate ERP, BI applications, OBIEE and Hyperion
Oracle Business Intelligence
Custom Apps Files Excel XML Business Process © 2006 Oracle Corporation – Proprietary and Confidential . Oracle PeopleSoft.Oracle BI Suite Enterprise Edition Unified Business Intelligence Infrastructure Interactive Dashboards Reporting & Publishing Ad-hoc Analysis Proactive Detection and Alerts Disconnected Analytics MS Office Plug-in Web Services Enterprise Business Model and Abstraction Layer Oracle BI Server Intelligent Caching Services Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services OLTP & ODS Systems Data Warehouse Data Mart SAP. Siebel.
Oracle BI Applications Single.and multi-source Analytic Apps Built on BI Suite EE Service & Contact Center Supply Chain & Order Management Sales Marketing Procurement and Spend Finance Human Resources Projects Oracle BI Applications Interactive Dashboards Reporting & Publishing Ad-hoc Analysis Proactive Detection and Alerts Disconnected Analytics MS Office Plug-in Web Services Oracle BI Suite EE Plus DW Schema Packaged ETL Maps Universal Adapters Other Data Sources & OperationalSystems .
KPI Partners Methodology and Best Practices .
Implementation Methodology • Have Single Point of Accountability • Have In-Depth knowledge of both technical requirements and business requirements • Construct a Project Plan that recognizes the unique aspects of BI projects • Rally the forces. communicate and manage effectively • Build and maintain consensus from all corners of an organization .
QA and Production Hardware are ready Deliverables – Project Charter Document: This document defines the following items: – Project Calendar – Deployment Methodology – Project Success Criteria .Step 1: Vision Workshop Goal – Bring the key stakeholders of your initiative together – Provide a structured forum. driven by the KPI Success Model to discuss the objectives and approach for your deployment – Identify potential risk areas based on our years of experience deploying enterprise BI – Plan your deployment based on proven best practices – Ensure Development.
Perform a source system gap analysis between Customer’s source system and the BI application data model – Deliverable: Source System Gap Document .Step 2: Requirements Gathering Three Parallel Tracks A. Gather business and IT requirements – Deliverable: Requirements Document C. Install and deploy the Out-of-the-Box application – Deliverable: Base ETL Load Report B.
Rearrange the presentation catalog to support new naming conventions and grouping – Designing the dashboards and reports based on the gap analysis – Validating the performance of the reports and dashboards and provide a performance tuning plan to the data base architect – Validating the authentication mechanism.Step 3: Design Goal – Running the ETL process (Full and incremental) – Validating the data to understand if there are any data gaps – Designing the ETL methodology to bring in additional columns that may be missing in the packaged application based on the requirements – Designing the metadata to accommodate new KPIs. access control and design changes if there are any gaps Deliverable – – – – Data Model Design Document ETL Design Document Metadata Design Document Report/Dashboard Design Document . source columns.
Step 4: Build Goal – Extend the data mart based on the fit. new KPIs as well as modify the presentation scheme to cater user needs – Create new reports and dashboards. – Bug status report . extend existing reports and dashboards. hide some pre-built dashboards that are not useful for the business – Integrate with portals and change branding – Validate the data for the new ETL jobs – Develop user authentication. report access control and user access control – Performance tune the metadata and also the data mart Deliverable – A fully functional BI application ready for production deployment.gap analysis – Develop custom ETL maps to accommodate new data source columns – Extend and customize the analytics metadata to accommodate new source data.
tailored for you. Metadata and Dashboards) – Data Lineage documentation and tool . – Knowledge transfer document: This is a hand-over training guide (ETL.Step 5: Deploy Goal – – – – – Deploy developed solution to test environment Coordinate user acceptance testing (Business and IT) Tune the performance based on production data volumes Deploy on production infrastructure IT training for post production maintenance Deliverable – A fully deployed BI application.
Step 6: Evolve Goal – Interview users to determine any gaps – Optimize solution to lower TCO and enhance ROI – Start vision workshop for next phase Deliverable – Survey Results – Application Roadmap Document – Vision Workshop Report .
Unique Best Practice Offerings High Availability deployment of OBIEE and BI Applications BI Application Deployment Methodology Performance Tuning of BI Applications – ETL Performance Tuning of BI Applications – Reports and Dashboards Dashboard Design Best Practice BI Application Customization BI Integration – with EBS .
button upgrade OBIEE Security Modeling (Report and Data) BI Application Security Modeling (Report and Data) Integrating maps with dashboards Integrating Essbase with OBIEE and BI Applications BI Application – Leveraging universal adapters to load external data .Unique Best Practice Offerings • • • • • • • BI Single Sign On BI Application One.
Financial Analytics at Large Health Benefits Company .
9.Financial Analytics Large Health Benefits Company with 11 million customers Simultaneous go live with large ERP project Business Goals Deploy EBS and BI apps simultaneously Leverage BI Apps to close books faster Leverage BI apps to do account reconciliation Leverage Essbase with BI Apps to support statutory reporting Data Security Technology Database: Oracle 10g Oracle EBS: 11. OBIEE and Essbase .5 Over 100 flex fields Alternate COA for statutory reporting Integrated BI apps.5.10 What KPI Delivered Customized BI apps to support reporting requirements STAT Currency Oracle Application Server 10g Complex data security rules Oracle BI Apps 7.
etc.Balance Sheet Analysis (OBIEE) Prompts to filter on company. Accounts. to help in closing process .
Income Statement (OBIEE) Prompts allow users to see their part of the business .
Income Statement for Statuatory Hierarchies (Hyperion) Dynamically manage statutory hierarchies via Essbase .
Business Benefits • Primary benefit was efficiency • Met existing financial reporting needs and created a foundation for additional reporting in the future using Oracle BI Apps • Introduced Hyperion outside the planning process for statutory reporting • Self-Service for the majority of user requests • Greater ability for Finance to serve business for ad-hoc report requests • Improved reporting during close process .
Best Practices Applied Integration of BI apps with Oracle EBS for Single Sign-On and seamless user experience Full integration of BI Apps and EBS data security to minimize user maintenance BI Apps testing methodology significantly streamlined testing Performance Tuning of BI Applications – ETL runs up to three (3) times per day KPI’s Knowledge Transfer Methodology to ensure customer can manage the application .
CRM Analytics at PNC Bank .
Data was spread in multiple systems including legacy mainframe applications with access to only a select group of managers. PNC Bank increased revenue. territory and regions along with the ability to track competitors and improve risk management. . After implementing CRM Analytics. traceable to improved sales analytics by rep.CRM Sales Analytics – Oracle Customer Excellence Award 2008 PNC Bank is one of the Largest Financial Services companies in the US Sales Analytics to all sales reps Business Goals PNC Bank needed to increase visibility into its sales pipeline for its corporate and institutional bank sales force to improve its effectiveness. Technology Oracle Business Intelligence Oracle Sales Analytics Oracle Marketing Analytics Oracle Usage Accelerator Analytics Siebel CRM Mainframe Data Oracle Database 10g What KPI delivered KPI Partners customized Sales Analytics to fit PNC’s needs. PNC users can access data and alerts for notifications.
Goal Enhance value of CRM data by letting the commercial banking group answer four key sales questions 1. 2. 4.Business Challenges Weekly sales call where sales management did not know Pipeline vs. 3. What is my sales performance? Will we meet our forecasts? How can I increase sales? How effective is our sales process? .
Pipeline Forecast by Close Date (30/60/90 days) .
How much Opportunity Revenue is in my Pipeline to meet my Remaining Sales Goals? 29 .
Product Analysis – Win Ratio and Product Forecast 30 .
Technology Challenges Overcome Exceeded end user performance expectations A key success factor for customer executives who had a bad experience with previous BI technologies Database. LDAP Single sign on. Action links 24/7 application that lets users know when data is being loaded Multiple security providers Tight integration with Siebel CRM 31 .
Business Benefits Leading edge application for the financial services industry Met key goal of providing useful information to the front line sales rep and sales manager Sales performance management Find new opportunities Close deals faster by leveraging best practices from other regions for defeating competitors and selling new products Fewer end of quarter surprises by tying together sales goals and pipeline .
Best Practices Applied Using Out-of-the-Box application to drive the requirements process Dashboards standards to ensure consistent look and feel across application Full integration with Siebel CRM to ensure user adoption Production migration checklist for complex application migration BI Applications testing methodology to manage ten week testing cycle .
OBIEE Implementation for Insurance Claims .
2 on Windows 2003 Oracle Application Server 10g What KPI Delivered Deployed OBIEE with Oracle map technology for better visualization (First in the country) Developed advanced security model to support OBIEE in SAAS mode (First in the country) Designed sophisticated data model to handle large data set .3.OBIEE Implementation •Global leader for Insurance Claims Processing Software •Serves 300 insurance carriers globally Business Goals Deploy advanced analytics on Claims data to its customers Deploy OBIEE in a software as a service mode Deploy advanced visualization Oracle MapViewer 10g ETL: Custom code using Oracle PL/SQL Technology Database: Oracle 9i Oracle BI: OBIEE Ver 10.1.
Business Challenges Enhance value of claims processing software by providing web based analytics on claims data Leapfrog their competitor’s offerings for the insurance industry Replace existing Cognos Powerplay solution since it cannot provide claim level detail to answer questions such as: Which claims adjusters are consistently overpaying claims as compared to industry averages Are less expensive OEM parts being used where possible? Which geographic areas have consistently higher claim costs to determine the cause (i. crime.) A BI solution that provides daily data updates instead of weekly Show highly geographic claim data (down to zip code level) using easy to visualize maps . etc. unsafe traffic conditions.e.
Maps are Controllable OBIEE prompts drive both OBIEE reports and maps! Integration between OBIEE and Oracle Mapviewer Can zoom and scroll to look at geographic areas of interest using integrated Oracle Map Viewer controls .
Drill Down to County Level Geographic info stored in Oracle Spatial Database and accessed by Oracle AS Map Viewer .
Drill Down to ZipCode Level to Determine Auto Accident Activity and Claim Payouts Leading edge Integration between OBIEE and Oracle Mapviewer .
failover and system monitoring Achieved excellent performance through: Use of summary tables and materialized views Oracle BI caching Oracle Database technologies such as bit-mapped indexes and star join transformations .Technology Challenges Overcome Complex application delivered on a tight timeline Leading edge integration with Oracle Mapviewer Deploy in an extranet application with SSL encryption and numerous other security technologies 24/7 operation with clustering.
Business Benefits Leading edge application for the insurance industry A generation ahead of competitor’s offerings Retain existing customers and gain new customers Retire legacy Cognos Powerplay application KPI Partners is currently working on the next 3 phases of the project with the customer New applications Knowledge transfer and training of customer team 41 .
Best Practices Applied KPI Partners Methodology for Performance Tuning OBIEE Reports and Dashboards High Availability OBIEE Infrastructure for Customer Facing Application Highly secure infrastructure (encryption) for sensitive customer data Customizing OBIEE look and feel for Audatex branding Integration of Oracle Mapviewer with OBIEE .
OBIEE Implementation at Cox Communications .
Business Objects/SAP to OBIEE Conversion One of the largest Telecom Providers Business Goals Keep migration costs low Keeping or enhance existing functionality Gain benefits of OBIEE functionality Have a repeatable process for every application Technology Database: Oracle 10g Oracle BI: OBIEE Ver 10.500 reports converted Maintained or enhanced existing functionality Improved performance in most cases Business Objects: 5.x to 6.1.x on Windows 2003 What KPI delivered Complex applications converted on a tight timeline 25 universes and over 1.x .3.
Best Practices Applied KPI Partners’ Methodology and Best Practices for Converting from Business Objects to OBIEE White paper on difficult to migrate features Conversion methodology Methodology for leveraging off-shore resources for OBIEE projects Metadata and dashboard standards Customized computer-based training on OBIEE to ensure user adoption .
HR Analytics Implementation at a Global Pharma Company .
5 Database: Oracle 10g Oracle Application Server 10g What KPI Delivered Deployed HR Analytics in 10 weeks Developed custom organizational hierarchy for data security Added historical data for trending purposes Analyze organization talent measures Overcome limitations of ERP reporting Enable self-service reporting and ad-hoc reporting Provide secure access to HR data .188.8.131.520 employees Business Goals Standardize employee reports for senior management’s decision making Technology ERP: PeopleSoft V 8.9 Oracle BI: OBIEE 10.HR Analytics Customer Large Pharmaceutical Company with 96.3 on Windows 2003 Oracle BI Apps: HR Analytics 7.
Best Practices Applied Use of pre-built reports and dashboards to drive the requirements process ETL Performance tuning methodology Leveraged KPI Methodology to turn around a failed implementation by their EBS Provider .
Financial Analytics at Student Loans Company .
Financial Analytics and Essbase Largest provider of Student Loans in the US Business Goals Enhanced financial reporting for their PeopleSoft ERP Self service reporting Integrate Essbase reporting with OBIEE reporting off BI applications Technology ERP: PeopleSoft Oracle BI: OBIEE 10.1.3.3 on Windows 2003 Oracle BI Apps: Financial Analytics 7.5 -General Ledger and Profitability Analytics Hyperion Essbase Version 9.9.3 Database: Oracle 10g What KPI delivered OBIEE on Essbase was a new capability Complex financial formatting in OBIEE Oracle Application Server 10g .
Income Analysis .
Contingency Collections Income Analysis .
Income Statement .
OLTP Front end choices: OBIEE.Best Practices Applied Maximizing OBIEE on Essbase functionality Summary in Essbase. Hyperion Financial Reporting. Smart View . Essbase. BI Publisher. detail in Relational KPI Partners Methodology for Selecting Best Financial Reporting Option with Oracle and Hyperion BI Products Data choices: BI Apps.
KPI Ensures Success .
Next Steps with KPI Partners Come visit us at Oracle Open World Training One or Two-Day Health Check / Oracle BI Readiness Assessment Quick Start Offerings Hands-On Business User and Technical Workshops .
dy@kpipartners. Partner & BI Architect email: sid.com Kusal Swarnakar. Business Development California and Pacific North West email: norman.COM Sid Goel. Business Development Mid-West Region email: keith.com phone: (650) 388-6657 Keith Weisz.weisz@kpipartners. Director. Partner email: kusal. NorthEast email: Jaimie.Seagraves@kpipartners. Director Business Development.com phone: (619) 245-5090 .CONTACT INFORMATION info@KPIPARTNERS.goel@kpipartners. Director.firstname.lastname@example.org phone: (925) 984-1371 Norman Dy.com phone: (816) 304-1005 Jaime Seagraves.
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