Making Sense of Oracle’s Business Intelligence Tools
July 19, 2007
Erez Azaria
Agenda
Introduction Understanding the Pieces Business Intelligence Tools
– Standard Edition – Enterprise Edition – In Review - Platforms
Business Intelligence Applications
– – – – DBI Fusion Intelligence Oracle BI Applications In Review - Applications
OBI EE: Delivering Value in the Real World
Who is Zanett?
Since 1993, Zanett has focused on helping organizations achieve sustainable value from their IT investments. Enterprise Applications
– E-Business Suite – PeopleSoft Enterprise – JD Edwards
Business Intelligence
– Oracle Business Intelligence – Cognos
Technology
– Middleware – Custom Solutions
Managed Services
– Hosting – Virtual Administration
Program Management
Who is Zanett?
Zanett Commercial Solutions is a wholly-owned subsidiary of Zanett, Inc. (Nasdaq: ZANE) Comprised of Four Regional Brands 200+ Delivery Professionals & 300+ Projects
Service a wide variety of Industries with sizes ranging from SMBs to Fortune 100
Agenda
Introduction
Understanding the Pieces
Business Intelligence Tools
– Standard Edition – Enterprise Edition – In Review - Platforms
Business Intelligence Applications
– – – – DBI Fusion Intelligence Oracle BI Applications In Review - Applications
OBI EE: Delivering Value in the Real World
Understanding the Pieces
Understanding the Pieces
Agenda
Introduction Understanding the Pieces
Business Intelligence Tools
– Standard Edition – Enterprise Edition – In Review - Platforms
Business Intelligence Applications
– – – – DBI Fusion Intelligence Oracle BI Applications In Review - Applications
OBI EE: Delivering Value in the Real World
Oracle BI Standard Edition
Optimized to work with an Oracle environment!!
Oracle BI Discoverer
Common Component Architecture
– – – – Oracle BI Discoverer Discoverer Portlets Spreadsheet Add-in Leverage Oracle DB built in analytic and pl/sql functions
Oracle BI Warehouse Builder
BI Spreadsheet Add-in Oracle BI Beans Oracle Reports
Oracle BI Enterprise Edition
Oracle Business Intelligence Suite Enterprise Edition (OBI-EE) offers the complete spectrum of BI capabilities. Designed for use by anyone Provides intelligence across virtually any data source Based on a proven, modern, web Services-Oriented Architecture Delivers next-generation business intelligence capabilities
Oracle BI Enterprise Edition
Enables Consistency, Security, Reuse, Flexibility
Presentation Layer • User roles, preferences • Simplified view • Logical SQL interface Semantic Object Layer • Dimensions • Hierarchies • Measures • Calculations • Aggregation Rules • Time Series Physical Layer • Map Physical Data • Connections • Schema
Multi-layered Abstraction
Separation of physical, logical and presentation layers Logical modeling builds upon complex physical data structures Logical model independent of physical data sources, i.e. can be remapped to another data source quickly
Oracle BI Enterprise Edition
Enables Consistency, Security, Reuse, Flexibility
Presentation Layer • User roles, preferences • Simplified view • Logical SQL interface Semantic Object Layer • Dimensions • Hierarchies • Measures • Calculations • Aggregation Rules • Time Series Physical Layer • Map Physical Data • Connections • Schema
Role-based views of the information Consistent definition of business measures, metrics, calculations Model once, deploy anywhere Across any data source!!!
Oracle BI Enterprise Edition
BI Answers
Ad-hoc information exploration Multi-dimensional analysis Works against a logical view of information from multiple data sources in a pure web environment. Easy dashboard and notification creation
BI Interactive Dashboard
Rich, interactive pure web dashboards Personalized interactive dashboards Guided analytics
BI Delivers
Alerting engine to capture and distribute notifications via multiple channels in response to pre-defined business events to speed decision making Automated analytic workflows and processes Manage delivery to mobile devices
BI Briefing Books
Capture a snapshot of an Oracle Dashboard allowing the information to be viewed offline presentation style.
Oracle BI Enterprise Edition
BI Disconnected Analytics
Provide Answers and Dashboards to users on computers disconnected from the network.
BI Office Plug-ins
Synchronize information from Answers, Dashboards and Reports to Microsoft Word, Excel and PowerPoint.
BI Publisher
Scalable reporting tool to generate reports from multiple data sources (delivered as XML) in multiple document formats and to multiple delivery channels.
Oracle BI Enterprise Edition
BI Server
Highly scalable, highly efficient query and analysis server Efficiently integrates data from multiple relational, unstructured, OLAP and prepackaged application sources, Oracle and non-Oracle Also incorporates calculations, multiple languages, and complex hierarchies in a single piece of metadata which is both aggregate and fragment aware Enables ease of use for business users while reducing IT involvement. Streamlined server deployment, Unified security Single web-based administration Data Federation and caching are including as part of the core platform
In Review - Platforms
Description Platform Standard Edition Oracle Centric. Enterprise Edition Separation of: End User BI Tools Business Metadata Data Source Enterprise BI Platform; Source Independent (Oracle and Non-Oracle) Intelligently Combine Data - Multiple DW(s), OLAP, and Apps - Historical and Real Time Yes Excel, Word, PowerPoint “BI Delivers” – full support for scheduling and distributing reports
Heterogeneity
Oracle Centric – effort required to integrate non-Oracle data sources. (Still Oracle DB Centric for Query Submission) No Excel Limited Alerting, Report Distribution, and Workflow Support
Disconnected /OffLine MS Office Integration Report Distribution
Development Integration
Limited support of open APIs and Integration
Advanced Web Services Integration Capabilities (SOA/BPEL)
Agenda
Introduction Understanding the Pieces Business Intelligence Tools
– Standard Edition – Enterprise Addition – In Review - Platforms
Business Intelligence Applications
– – – – DBI Fusion Intelligence Oracle BI Applications In Review - Applications
OBI EE: Delivering Value in the Real World
Daily Business Intelligence (DBI)
Out-of-the-Box:
– Predefined Roles – Predefined Key Performance Indicators (KPIs) – Drill-Down Reports
Embedded EBS Role-based Security Data Synchronization
– Summary Tables & Materialized Views – Refresh Daily or As Desired
Summaries Transactions
Runs Directly from Transactional System – No Separate Reporting Infrastructure Required
Fusion Intelligence - EBS Edition
Leverage Existing DBI Capabilities & Investment Greater Flexibility to meet Reporting Requirements (i.e.adhoc reporting) Greater Extensibility with Developing Custom KPIs Greater Personalization: Add, Rearrange, Hide or Rename Dashboards, Reports, Graphs etc.
Summaries
Transactions
Integrate Information from 3rd-party Data Sources (i.e.unify DBI and NonDBI information)
Fusion Intelligence - EBS Edition
Financials Intelligence
General Ledger
– – – – – – – – – – – – AP Expenses (GL) AR Revenue (GL) GL Activity Budget AP Invoices AP Invoices Aging (Due & Past) AP Payments Schedule AR Adjustments AR Payments Schedule AR Receipts AR Invoices AR Aging Receivables
Supply Chain Intelligence
Order to Revenue Order Fulfillment and Shipping Manufacturing (Process and Discrete) Inventory (Process and Discrete)
Accounts Payable
CRM Intelligence
General Ledger Sales Opportunity Sales Pipeline Sales Forecasting Service
Accounts Receivable
Sales Credits Compliance
Human Resources Intelligence
DBI Workforce Activity and Deployment DBI Compensation Salary Summarization DBI Leave and Absences HCM EUL Recruitment Pipeline HCM EUL Recruitment Vacancies
Procurement Intelligence
Procurement Management Supplier Management
Oracle BI Applications
Prebuilt role/function based Dashboards, Reports, and Alerts
Pre-mapped metadata repository, incorporating best practice metrics and calculations Prebuilt DW Design, extensible to your requirements Prebuilt ETL Adapters for Oracle EBS, PeopleSoft, Siebel, SAP, others
In Review - Applications
Description Platform DBI DBI: Integrated reporting tool fully contained on the EBS platform, no separate tools (licensing) required. EBS Only Fusion Intelligence DBI Licensing + OBI EE: Standardize enterprise wide on a single BI Platform EBS + External Data Sources Oracle BI Applications Application Intelligence + OBI EE: Standardize enterprise wide on a single BI Platform Support for data from any Source (Oracle, DB2, SQL, etc) Support for data from multiple ERP instances
(SAP, EBS, PS, JDE)
Heterogeneity
Ad Hoc Extensibility
None Limited capabilities
Full Ad hoc capabilities Full capability to customize metrics and dashboards Data resides in transactional DB
Full Ad hoc capabilities Full capability to customize metrics, dashboards, and extend data model Data resides in separate instance
Data Layer
Data resides in transactional DB
Agenda
Introduction Understanding the Pieces Business Intelligence Tools
– Standard Edition – Enterprise Edition – In Review - Platforms
Business Intelligence Applications
– – – – DBI Fusion Intelligence Oracle BI Applications In Review - Applications
OBI EE: Delivering Value in the Real World
Delivering Value – a Real World Example
CLIENT PROFILE Global solutions provider of computer products and services that guarantee continuously available processing for applications INDUSTRY Hi-Tech / Communications SIZE $ 250M Revenue ~1,000 Employees PAIN POINTS Impossible to create a 360 view of customers for analysis Single reports from Oracle unable to meet the business need Extensive use of Excel to merge data from multiple sources and present information As data increased, uncertainty of data validity and “True Source” of data also increased Abstracting reporting metrics from the underlying transactional data
ORACLE FOOTPRINT Since late-1990’s, Oracle EBusiness 10.7
Delivering Value – a Real World Example
SOLUTION FOOTPRINT Built a financial data mart Secured end user access to a GUI front-end for easy access to standard reports and ad hoc reporting capabilities Oracle BI components:
– Oracle Warehouse Builder (ETL) – Oracle BI Server – Oracle BI Answers
WHY OBI?
– Oracle BI Dashboards
Reporting capabilities met or exceeded all requirement’s Group sharing by end-user Ease of creating Dashboards Leveraged existing Oracle skill sets Future leveraging of Oracle 11i and Business Process Management Single Vendor Competitive Pricing
Delivering Value – a Real World Example
KEY DIFFERENTIATORS Immediate comparison of Actual vs. Forecast data in a single report
– Old method: Several Business Object/Excel iterations spanning hours.
Immediate fiscal year trend analysis
– Old method: 10+ hour query processing
Users have easy to navigate front-end (BI Answers) and easy to understand presentation model of the data mart (via BI Server). Confidence in the integrity of report data IT control of end user access to data through BI Server ETL programs easily maintainable through the OWB interface.
Now it’s time for…
QUESTIONS
ANSWERS
For more information, call 1.866.611.3282 or visit us on the web at www.zanett.com.
Q & A
Contact Information
Erez Azaria
– Technology Practice Director – Phone: 617 869-2374 – E-Mail: eazaria@whitbreadtech.com
Sales:
– E-Mail: sales@dataroad.com