Unlock Value in Your Oracle Business Intelligence Investments
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Many organizations have implemented Oracle Business Intelligence Applications with the provided Analytical Packs recently, but have been struggling with common issues: - IT teams have not be able to enhance and/or support the application in a timely manner - The data in the warehouse if often unreliable - User adoption is low considering the investment made This webinar will cover some critical areas that need to be addressed effectively after an OBI Apps project has gone live. Taking these steps will result in an engaged business relationship and improved adoption of your valuable investment in OBI Apps. Who will benefit from this webinar? - Business Super Users/Leads working in BI space - VP’s/Directors in IT responsible for BI - Business Analysts on the business/IT side Know more, please visit: http://www.jadeglobal.com/
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Unlock Value in Your Oracle Business Intelligence Investments
- 2. The following is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any services, material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 2 Jade Global Confidential.
- 3. • All attendee phone lines are on mute • Expand or collapse Attendee Control Panes by clicking the +/- on the upper left side of each pane • With VoIP, audio quality can vary based on your audio software/hardware manufacturer and operating system • To switch audio formats: • In the Audio pane, select either “Use Telephone” or “Use Mic & Speakers” • If switching to the telephone, be sure to enter the Audio PIN noted in your Control Pane • Type questions into the Questions box and click “Send” © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 3 Jade Global Confidential.
- 4. Sameer Agrawal Global Headquarters Consulting Director 1731 Technology Drive, Suite 350 408-899-7220 San Jose, CA 95110 sameer.agrawal@jadeglobal.com 877-JADE-4IT (523-3448) http://www.jadeglobal.com Boston Area Office Bijal Shah Marketing & Tradeshow Executive 1900 West Park Drive, Suite# 280 408-899-7207 Westborough, MA 01581 bijal.shah@jadeglobal.com (508) 983-1457 © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 4 Jade Global Confidential.
- 5. 5 Secrets for Unlocking Value Oracle BI Applications Architecture BI Applications: Tools versus Applications 5 Critical Considerations Questions & Answers © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 5 Jade Global Confidential.
- 6. Your Long Term IT Services Partner for Growth Onsite • Planning • Requirements • Assessment • Design • Enterprise System Integrator • Strategy • Pilots • Architecture • Training • 100+ customers for over 10 years • Oracle Platinum Partner • Oracle Certified Accelerate Solution Boston, MA China San Jose, CA Provider Delhi, India • Right sized with strategic partnerships • Experience with Global Implementations Pune, India • Global Delivery Capability – US, India and China • Prototyping • Conversion • Proof of • Maintenance/ • Right Shore Delivery Model Concept Enhancement • SAS 70 Type II Certified • Development • Support • Testing Offshore • Proprietary Solutions © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 6 Jade Global Confidential.
- 7. 1) DW Road 2) DW data 3) User Training map and reliability and and readiness communication availability 4) Change 5) Production Management Support © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 7 Jade Global Confidential.
- 8. © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 8 Jade Global Confidential.
- 9. BI content Prebuilt BI Tools & Comparison Oracle BI Platform Points Applications Build Approach Approach & Metadata BI Content Metadata DW ETL Data Warehouse Oracle SAP Siebel PSFT EDW ETL R/3 Other Federated Data Sources © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 9 Jade Global Confidential.
- 10. 1 Going live is just Identify and work the beginning of the with BI champions BI Councils journey in your organization • Have a roadmap • Partner with • Work with and share what’s business business leaders coming next organizations who to prioritize and value BI and will communicate act as champions Let the business know what is coming next and when © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 10 Jade Global Confidential.
- 11. © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 11 Jade Global Confidential.
- 12. 2 Accommodate OBI Apps footprint Educate users on user data load is complex data load status schedules • Ensure that data • Helps them tie • Work with is reliable and out numbers business to ties to the source accommodate • Put monitoring their period close scripts on the reporting system schedules Keep investing in your DW footprint © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 12 Jade Global Confidential.
- 13. 3 Conduct hands-on Provide 1:1 Train the Trainer workshop session to using the deployed sessions: Executives application Teach them to fish! Create Self- Educate Users on Service Training the data tools Invest in Training For Success © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 13 Jade Global Confidential.
- 14. 4 Requires Conduct report Get executive change in design buy-in mindset workshops Build trust in Excel may still the application be leveraged Effective change management will help ensure system acceptance © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 14 Jade Global Confidential.
- 15. 5 Responsive support staff Regular and effective Business engagement Prioritize, commit and deliver on promises Continue with user training workshops The initial OBIA implementation is the start of a journey, not the final destination © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 15 Jade Global Confidential.
- 16. 1 - DW roadmap and communication 2 - DW data reliability and availability 3 - User training and readiness 4 - Change Management 5 - Post production support © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 16 Jade Global Confidential.
- 17. • Assessment of Data Warehouse • Maintenance & Support Architecture • Dedicated Offshore Centers • In-depth analysis Strategic • Understanding the business Support/ • 24 X 7 Support Consulting Maintenance • Version Upgrades • Tools Evaluation and Recommendation • Performance Tuning • End-to-end consulting • Optimize Business Performance • Enterprise Reporting • Data Modeling • Management Scorecards/ • ETL • BI Portals Data • Data Cleansing/QA/Data Reporting/ • Analytical Reporting (OLAP) Warehousing Reconciliation Analysis • Report Migration s & Upgrades • Meta Data Management • BI Reporting for ERP • Data warehouse migration • Packages– Oracle, SAP © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 17 Jade Global Confidential.
- 18. • Type questions into the Questions box and click “Send” • Click on the small “Raise Hand” icon at top left and we will open your lines © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 18 Jade Global Confidential.
- 19. © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 19 Jade Global Confidential.
- 20. Sameer Agrawal Global Headquarters Consulting Director 1731 Technology Drive, Suite 350 408-899-7220 San Jose, CA 95110 sameer.agrawal@jadeglobal.com 877-JADE-4IT (523-3448) http://www.jadeglobal.com Boston Area Office Bijal Shah Marketing & Tradeshow Executive 1900 West Park Drive, Suite# 280 408-899-7207 Westborough, MA 01581 bijal.shah@jadeglobal.com (508) 983-1457 © 2011 Jade Global, Inc. | 1731 Technology Drive Suite 350 | San Jose, CA 95110 | www.jadeglobal.com 20 Jade Global Confidential.
Notas do Editor
- ROSAN:Hello everyone, and thank you for joining us today. Just a little housekeeping before we beginAt any time throughout the presentation and during the Q&A you can submit chat questions on your GoToWebinar consoleWhen we go to the Q&A if you would like your line to be opened simply “select “Raise Hand” on your GTW console and we will let you know when your line is opened.(NEXT SLIDE) INTRODUCTIONS….
- I want to start off by sharing a rather sobering statistics from Gartner releases early last year.Between 70% to 80% of corporate business intelligence projects fail, according to research by analyst firm Gartner.A combination of poor communication between IT and the business, the failure to ask the right questions or to think about the real needs of the business, means most business intelligence (BI) projects fail to deliver, the firm says. IT departments make the mistake of looking at BI as an engineering problem that requires a specific package solution.But the first step should be to find out what the business really needs, said Patrick Meehan, president and research director in Gartner's CIO Research groupJAN 2011
- Global presence,Local to bay area and the east coast and off-shore presence in Pune/Noida, IndiaOracle platinum partner with over 10 years of industry experience in a diverse set of industries (high tech, leasing, mobile media, construction, etc.)
- Let me take a couple of minutes to walk through a high level architecture diagram for OBI Apps.The footprint is fairly complex especially with the release of obiee 11gStart from bottom left of the slide.Some people say that this is the best thing since sliced bread by Oracle in the BI space.7.9.6.3 – May 2011
- Build vs buy dilemma
- A challenge we often see with BI projects is that Business is not aware of the IT roadmap. Going live is not the end of the project for BI. That is typically where the fun begins!One phrase that I will be using frequently is business engagement. Refers to both formal and informal interaction with the business community.Start partnering with the business and identify your BI champions who are vocal and demanding users of BI. Make them your allies and work with them to promote the virtues of Bi in other organizations.BI Council is a more formal approach for business engagement. More suitable for organizations where there is a long list of enhancements pending in the queue with cross functional impacts.
- Q1) Do you have a formal business engagement process in your organization? YesNo
- As soon as the system goes live, the focus changes from neat looking charts and graphs to the accuracy and reliability of the data. The honeymoon period and the go-live party is over and people get back to business.Keep monitoring performance of queries because as the data volume and the load on the system goes up, you may see decreased performance on the system. A lot of these can be caught quickly and addressed Simple things like accommodating period/quarter end schedules for ETL make a huge difference.A custom data source may multiply the value of your OBI Apps deployment by 2x/3x as many users sitting on the sidelines will become believers
- SAMEER:Now I’ll talk about training.If one of the project objectives is to provide executive dashboards, do plan 1:1 sessions with them after getting these dashboards validated by folks from their staff. You may want to have their staff members present in that dedicated session to help ensure their support as well.A Super-User led “Train-the-Trainer” approach is best. Pick at least a couple of folks (this way you have a backup) recommended by the sponsors, business leaders who have credibility in the organization and train them first. The idea is to make these Super Users self sufficient in creating their own reports and ultimately meet the needs of the whole department/business function.Hands-on workshops can be particularly effective towards self relianceInitially, it can be challenging for users to understand how the data is transformed during the ETL process. Even the terminology in the subject areas can be new. The key is to make the users understand the process, have mappings of old vs.. new terminology (if you chose not to rename) and make them comfortable.Today, technology offers a lot of choice in creating training materials. You can create user guide documents, videos, record webcasts, etc. You can even have separate sections by business functions and post them on an intranet site. BTW, We have found that Cheat sheets (1-2 page documents) are a big hit !!In short, Invest in Training For Success
- SAMEER:Executive buy-in is essential for such projects. You definitely need their support to make an OBIA project successful.OBIA also requires a change in mindset - it strives to provides Information/ Intelligence on demand vs. the traditional way of you calling folks for data/report needs.Report design workshops in a working Dev/QA environment is a novel concept as compared to doing report mockup’s on white boards and documents. It helps the Super users to understand how the OBIEE front-end behaves and how the data can be optimally arranged to get the maximum value. It also shows them the flexibility of the OBIEE tool.One thing to note is that OBIA does not offer real time data out of the box. Users need to understand the frequency of loads and the data is good as of what date/time. Equally important is building trust in the BI application.Users will typically ask: How do I know if the summary #s add up? Are my #s in synch with the source system?Be ready with these answers and build some mechanism to periodically check for data consistency.I know the Finance folks in the audience will feel a little relieved to hear this. If needed, The report output can still be exported to excel but you can definitely avoid a lot of manual steps by using OBIA.In summary, effective change management will help ensure system acceptance
- SAMEER:This is a very critical area for driving the success of a project. Many BI (especially OBIEE type) projects fail because of poor user adoption which could be attributed to lack of post production support, turnaround time for enhancements/bugs or lack of engagement with the business.A responsive support staff can make a huge difference. Even just listening to the user complaints helps, but an engagement model with effective two way communication is really required. Stay engaged with the business and pay particular attention to user adoption.From a technical standpoint, you may want to monitor query performance as data volume grows.As users utilize the system, there will be performance issues, enhancement requests and bugs discovered. This is normal! You’ll need to work with the business to prioritize the issues, commit to resolve them, and then deliver on your commitmentsTraining workshops should be ongoing as you add more usersIn summary, the initial OBIA implementation is the start of a journey, not the final destination