OBIEE and Oracle BI Applications Best Practices and Case Studies

Agenda
Introductions KPI Overview Oracle Business Intelligence

Methodology and Best Practices

OBIEE: Customer Case Studies

KPI Ensures Success

Next Steps

KPI Partners

KPI Partners
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 Oracles 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

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, Oracle PeopleSoft, Siebel, Custom Apps

Files Excel XML

Business Process

2006 Oracle Corporation Proprietary and Confidential

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

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, QA and Production Hardware are ready

Deliverables
Project Charter Document: This document defines the following items: Project Calendar Deployment Methodology Project Success Criteria

Step 2: Requirements Gathering

Three Parallel Tracks
A. Install and deploy the Out-of-the-Box application Deliverable: Base ETL Load Report B. Gather business and IT requirements Deliverable: Requirements Document C. Perform a source system gap analysis between Customers source system and the BI application data model Deliverable: Source System Gap Document

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, source columns. 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, 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

Step 4: Build
Goal
Extend the data mart based on the fit- gap analysis Develop custom ETL maps to accommodate new data source columns Extend and customize the analytics metadata to accommodate new source data, new KPIs as well as modify the presentation scheme to cater user needs Create new reports and dashboards, 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. Bug status report

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, tailored for you. Knowledge transfer document: This is a hand-over training guide (ETL, Metadata and Dashboards) Data Lineage documentation and tool

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

Unique Best Practice Offerings

BI Single Sign On BI Application One- 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

Financial Analytics at Large Health Benefits Company

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: 11.5.10

What KPI Delivered

Customized BI apps to support reporting requirements STAT Currency

Oracle Application Server 10g Complex data security rules Oracle BI Apps 7.9.5

Over 100 flex fields

Alternate COA for statutory reporting Integrated BI apps, OBIEE and Essbase

Balance Sheet Analysis (OBIEE)

Prompts to filter on company, Accounts, etc. 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 KPIs Knowledge Transfer Methodology to ensure customer can manage the application

CRM Analytics at PNC Bank

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. Data was spread in multiple systems including legacy mainframe applications with access to only a select group of managers.

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 PNCs needs. PNC users can access data and alerts for notifications. After implementing CRM Analytics, PNC Bank increased revenue, traceable to improved sales analytics by rep, territory and regions along with the ability to track competitors and improve risk management.

Business Challenges
Weekly sales call where sales management did not know

Pipeline vs. Goal

Enhance value of CRM data by letting the commercial

banking group answer four key sales questions

1. 2. 3. 4.

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?

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Product Analysis Win Ratio and Product Forecast

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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

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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

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 10.1.3.2 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

Business Challenges
Enhance value of claims processing software by providing web based

analytics on claims data Leapfrog their competitors 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.e. unsafe traffic conditions, crime, etc.)

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

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

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, 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

Business Benefits
Leading edge application for the insurance industry A generation ahead of competitors 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

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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 10.1.3.x on Windows 2003

What KPI delivered

Complex applications converted on a tight timeline 25 universes and over 1,500 reports converted Maintained or enhanced existing functionality Improved performance in most cases

Business Objects: 5.x to 6.x

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

HR Analytics Customer
Large Pharmaceutical Company with 96,700 employees
Business Goals
Standardize employee reports for senior managements decision making

Technology
ERP: PeopleSoft V 8.9 Oracle BI: OBIEE 10.1.3.3 on Windows 2003 Oracle BI Apps: HR Analytics 7.9.5 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

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 7.9.5 -General Ledger and Profitability Analytics Hyperion Essbase Version 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

Best Practices Applied

Maximizing OBIEE on Essbase functionality

Summary in Essbase, detail in Relational

KPI Partners Methodology for Selecting Best Financial

Reporting Option with Oracle and Hyperion BI Products

Data choices: BI Apps, Essbase, OLTP Front end choices: OBIEE, BI Publisher, Hyperion Financial Reporting, Smart View

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

CONTACT INFORMATION
[email protected]
Sid Goel, Partner & BI Architect email: [email protected] phone: (650) 388-6657 Keith Weisz, Director, Business Development Mid-West Region email: [email protected] phone: (816) 304-1005 Jaime Seagraves, Director Business Development, NorthEast email: [email protected] Kusal Swarnakar, Partner email: [email protected] phone: (925) 984-1371 Norman Dy, Director, Business Development California and Pacific North West email: [email protected] phone: (619) 245-5090