A guide to plan, manage, & execute a successful BI Project

Dr. Bjarne Berg

What Well Cover

Overview BI and Data Warehousing

Budgeting, staffing and scoping a project Selecting an OLAP Tool What are the ERP-BI vendors doing a look at SAP, Oracle, PeopleSoft, Siebel, JDEs BI tools The future of BI Wrap up

BI Vs. Data Warehousing

Data warehousing is the act of extracting, transferring, transforming, storing and retrieval of data for reporting and analytical purposes.
Business Intelligence (BI) is a terminology for applications that uses data stores for analytical purposes.

BI applications are not required to run on top of data warehouses, but the majority does

A Logical Enterprise DW Architecture

Metadata
Operational Data Store
Functional Area Invoicing Systems Purchasing Systems General Ledger Other Internal Systems External Data Sources Data Extraction Integration and Cleansing Processes Purchasing Marketing and Sales Corporate Information Summation Product Line Location Translate Attribute Calculate Derive Summarize Synchronize Summarized Data Segmented Data Subsets

Source Data

Extract

Transform

Data Warehouse

BI Applications
Custom Developed Applications Data Mining

Statistical Programs

Query Access Tools

Data Resource Management and Quality Assurance

Source: Bjarne Berg, Introduction to Data Warehousing, Price Waterhouse Global System solution Center, 1997

Evolution of Data Warehousing

Complex (score cards, budgeting, planning, KPI)

Horizontal approach (2nd generation)

Integrated analytical (3rd generation)

Emerging (1st generation) Vertical approach (2nd generation)

Interactive Mgmt. reporting (OLAP, MQE) Toolsets & accelerators

Level of Pre-delivered Content

Analytical applications for specific industries

Source: Mike Schroeck, David Zinn and Bjarne Berg, Integrated Analytics Getting Increased Value from Enterprise Resource Planning Systems, Data Management Review, May, 2002; Adapted: Bjarne Berg How to Manage a BW Project, BW & Portals Conference, 2007, Miami

What Logically Belongs in a BI System?

Real-time Inquiry Operational Reporting Management Information Lightly Summarized More Summarized More Ad Hoc

ERP

DW

Dividing Line

For the first go-live, keep the scope as small as possible I.e. Accounts Payable, Accounts Receivable, General ledger, Sales, Distribution
Scope

You have only 3 dimensions to work with:

Resources
(people, technology and money)

Time

Warning

If one of these dimensions changes, you have to adjust at least one of the others 6

What Well Cover

Overview BI and Data Warehousing

Budgeting, staffing and scoping a project Selecting an OLAP Tool What are the ERP-BI vendors doing a look at SAP, Oracle, PeopleSoft, Siebel, JDEs BI tools The future of BI Wrap up

Example: Small BI Project Team for Single Area

E.g., Billing, Inventory, or Accounts Payable

Note: These are roles, not positions (sometimes one team member can fill more than one role)

Project sponsor Project Manager

Business team
Business analyst

Technical team
SAP BI Architect ETL developer

Presentation developer

Basis and functional R/3 support

4-5 team members and normally 3-6 months duration depending on scope
8

Example: Mid-sized BI Project, Single Complex Subject

E.g., Global Cost and Profitability, international cross organization or consolidated billing
Project sponsor/ Steering Committee Project Manager SAP BW Architect Business Analyst(s) Extract, Transforms and Loads Data Management (InfoCubes & ODS) Presentation Developer(s) Sr. Presentation developer Presentation developer

Note: These are roles, not positions (sometimes one team member can fill more than one role)

Sr. Business analyst Business analyst

Sr. ETL developer ETL developer

Sr. SAP BI developer SAP BI developer

Basis and functional R/3 support 8-10 team members and normally 2-4 months duration depending on scope 9

Large Global BI Project for Multiple Subject Areas

E.g., global Sales, Finance, and Material Management

Project sponsor/ Steering Committee Project Manager SAP BI Architect Portal developer(s)

Note: These are roles, not positions (sometimes one team member can fill more than one role)

Sales Team Business analyst/(sub-team lead) SAP BI developer Presentation developer(s) ETL developer

Finance Team Business analyst/(sub-team lead) SAP BI developer Presentation developer(s) ETL developer

Material Mgmt. Team Business analyst/(sub-team lead) SAP BI developer Presentation developer(s) ETL developer

Basis and functional R/3 support

15-25 team members and normally 6-18 months duration depending on scope

10

How Tightly Should Multiple Global BI Projects be Controlled?

Coordination of Multiple Data Warehouse Projects

The relationship between global control and success:

Tight Central Control (24%)

Loose Cooperation (38%)

Independent (38%)

88% Successful 100% Successful

30% Successful

Source: The Conference Board Survey

11

BI / DW Project Budgeting Process Steps

1. 2.

Size the SAP BI effort based on the scope Prioritize the effort

3.
4.

Map the effort to the delivery schedule

Plan for number of resources needed based on the scope, delivery schedule and the effort.

Tip

Create the Milestone Plan and Scope Statement first, before attacking the budgeting process!!
Start the budgeting process by estimating the workload in terms of the development effort. Refine based on the teams skill experience and skill level 12

1. Size BI Effort Based on the Scope Real Example

Customi zation Tech. Dev. infocube Extraction and Report transforms and roles Security and scheduling Web development User support/ planning Project mgmt System docs Tech infraand admin & manuals structure Bus. Analysis, training, req. gathering, change mgmt. Total Hours

L M L M L M L L L L L L L L L M M M M

Financials General ledger line item (ODS) COPA Prod cost planning released cost estimates (COPC_C09) Exploded itemization standard product cost (COPC_C10) Cost and allocations (COOM_C02) Cost object controlling (0PC_C01) Order Billing Sales order Acct. Rec. (0FIAR_C03) Deliver Shipment cost details (0LES_C02) Shipment header (0LES_C11) Stages of shipment (0LES_C12) Delivery data of shipment stages (0LES_C13) Delivery service (0SD_C05) Planning and Scheduling Material Movements (0IC_C03) APO Planning SNP Integration Manufacturing Processes Production Orders Cross Applications Total Hours

216 158 216 238 216 238 216 216 216 216 216 216 216 180 216 277 277 277 277 4,298

229 286 229 286 1144 286 229 229 229 229 228 228 228 229 457 832 832 832 832 8,074

188 153 188 216 188 216 187 187 187 187 187 187 187 133 132 216 216 216 216 3,587

101 127 101 126 101 137 101 101 101 101 101 101 101 101 101 127 127 127 127 2,110

132 153 133 153 132 153 132 132 132 132 132 132 132 132 132 153 153 153 153 2,656

134 152 135 152 135 152 135 135 135 135 135 135 135 134 134 152 152 152 152 2,681

100 120 100 120 100 120 100 100 100 100 100 100 100 100 100 120 120 120 120 2,040

79 94 79 94 79 94 79 79 79 79 79 79 79 79 79 94 94 94 94 1,606

150 180 150 180 150 180 150 150 150 150 150 150 150 150 150 180 180 180 180 3,060

403 470 403 470 403 470 403 403 403 403 403 403 403 403 403 470 470 470 470 8,126

1,732 1,893 1,734 2,035 2,648 2,046 1,732 1,732 1,732 1,732 1,731 1,731 1,731 1,641 1,904 2,621 2,621 2,621 2,621 38,238

Remember that your sizing also has to be based on the teams experience and skill level.
13

2. Prioritize the Effort

Financials General ledger line item (ODS) COPA Prod cost planning released cost estimates (COPC_C09) Exploded itemization standard product cost (COPC_C10) Cost and allocations (COOM_C02) Cost object controlling (0PC_C01) Order Billing Sales order Accounts receivables (0FIAR_C03) Deliver Shipment cost details (0LES_C02) Shipment header (0LES_C11) Stages of shipment (0LES_C12) Delivery data of shipment stages (0LES_C13) Delivery service (0SD_C05) Planning and Scheduling Material Movements (0IC_C03) APO Planning SNP Integration Manufacturing Processes Production Orders Cross Applications
qtr 1 2005 qtr 2 qtr 3 qtr 4 qtr 1 2006 qtr 2 qtr 3 qtr 4 qtr 1 2007 qtr 2 qtr 3

The next step is to prioritize and outline the effort on a strategic timeline

Make sure your sponsor and the business community agree with your delivery schedule
14

3. Use Project Estimates & the Timeline to Create Project Load Plan
2005 qtr 1 Financials General ledger line item (ODS) 866 COPA 946.5 Prod cost planning released cost estimates (COPC_C09) Exploded itemization standard product cost (COPC_C10) Cost and allocations (COOM_C02) Cost object controlling (0PC_C01) Order Billing Sales order Accounts receivables (0FIAR_C03) Deliver Shipment cost details (0LES_C02) Shipment header (0LES_C11) Stages of shipment (0LES_C12) Delivery data of shipment stages (0LES_C13) Delivery service (0SD_C05) Planning and Scheduling Material Movements (0IC_C03) APO Planning SNP Integration Manufacturing Processes Production Orders Cross Applications Total 1,813 qtr 2 qtr 3 qtr 4 qtr 1 qtr 2 2006 qtr 3 qtr 4 qtr 1 2007 qtr 2 qtr 3

866 947 867 1017.5 1324 1023 867 1017.5 1324 1023 866 866 866 866 866 866 866 865.5 865.5 865.5 820.5 866 865.5 865.5 865.5 820.5 952 1310.5 1310.5 952 1311 1311 1311 1311 1,311 1,311

1,732 1,893 1,734 2,035 2,648 2,046 1,732 1,732 1,732 1,732 1,731 1,731 1,731 1,641 1,904 2,621 2,621 2,621 2,621

1,813

4,232

4,232

2,598

2,598

4,283

4,283

3,573

6,195

2,622

38,238

Note

There are 480 available work hours per project member per quarter. Knowing this, we can plan the number of team members we need NOTE: Remember to plan for different vacation schedules (i.e. in the USA a 1-2 weeks vacation is most common).
15

4. Result: Good Input for the Staffing Costs and Planning

Use this information to plan for training, on-boarding, and staffing
Number of team members 14 12 10 8 6 4 2 qtr 1 qtr 2 qtr 3 qtr 4 qtr 1 qtr 2 qtr 3 qtr 4 qtr 1 qtr 2 qtr 3

This spike in resource needs is due to an overlap in the delivery schedule Now might be a good time to review that decision

Tip

Many companies plan a 60%- 40% mix of internal and external resources for a first go-live. Also, most use $50-$90 per hr for internal budgeting and $90-$170 per hr for external resources.

16

Effort, Duration and Mistakes on Global BI Projects

Source: Planning and improving global software development process by Setamanit, Wakeland, Raffo, May 2006, international workshop on Global software development

Recent research have demonstrated that global projects that spends more days (duration) on similar tasks, have less defects and less re-work. Since team members are more likely to work on multiple tasks not related to the project, longer durations on developing the SAP BI system does not mean more effort (i.e. work hours).
17

Monitoring BI Quality and Formal Approval Process: Example

Integration Testing
No

Create Technical specs Create Functional specs

No Yes Complete? Yes

System Testing
Complete?

Unit Testing

Yes

Configuration Peer Review

Yes No Approved?

Peer Review

No

Approved?

Complete? No

Yes

Structured walkthrough
No Complete? Yes

Structured walkthrough

18

What Well Cover

Overview BI and Data Warehousing

Budgeting, staffing and scoping a project Selecting an OLAP Tool What are the ERP-BI vendors doing a look at SAP, Oracle, PeopleSoft, Siebel, JDEs BI tools The future of BI Wrap up

19

On-Line Analytical Processing (OLAP) Market

The OLAP software market is growing fast.. This year it is expected to exceed 6 billion dollars (over $500 million per month in sales)
OLAP Spending in Billions Source: OLAP Report
6 5 4 3 2 1 0 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007

20

On-Line Analytical Processing (OLAP) Market Market shares are changing ever faster. ERP vendors are the only companies with significant market share increases in the last 2-3 yrs.
Others have virtually vanished as market leaders i.e. Acuity, Acumate, Gentia, Holos, Information Advantage, Media, MetaCube, Mineshare, Pilot, Prodea Beacon, WhiteLight etc

OLAP Marketshare trend

30

Microsoft ecosystem Hyperion solution (incl. Brio) Cognos (incl. Adaytum & Frango) Business Objects (incl. Crystal) Microstrategy

25

20

15
SAP

Note: Since the overall market is growing, some companies are still growing despite loosing market share
*Cartesis was bought by PwC in 1999, Sold to APAX partners in 2004, then to Business Objects in 2007 and finally to SAP in October 2007

10
Cartesis

5
System Union

0 1999 2000 2001 2002 2003 2004 2005 2006 2007

Oracle

21

OLAP Market Vendor overview Big Mergers in the BI and OLAP space is back. The number of mergers are fairly constant, but the sizes are increasing
Amount in 2007 $millions (adjusted for inflation) - Estimated 11,039 232 6,001 464 2,137 1,010 1,428 5,430 5,519 929 111 175 302 86
10,000

Year 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994

Number of announced deals 6 6 3 4 6 3 3 4 6 2 3 3 5 2

Merger Values in 2007 millions USD (adjusted for inflation) - Estimated

8,000

6,000

4,000

2,000

0 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007

There has been a dramatic increase in merger activities, that we have not seen since 1998-1999 22

Merger Trend 1994 2000: Smaller Vendors are Disappearing

Between 1994 and 2000 we had massive BI market consolidation and a fast reduction in BI vendors
Yr Seller
Pilot Software Aclue OLAP@Work EUREKA:Suite SQRIBE AnswerSets (later renamed to Set Analyzer) InfoBeacon (later renamed DecisionBase) Sapling Carat MyEureka! Enterprise, Pillar Data-Vision WIRED for OLAP PaBLO Pilot Software TM1 relaunched as OLAP Services Holos Track MetaCube Data-Vision Express Beacon LightShip Media

Products

Value
$19m Accrue $10m Broadbase $15m Business Objects ~$4bn CA

Buyer

2000 Pilot Software 2000 Decisionism 2000 OLAP@Work 2000 Sterling 1999 SQRIBE 1999 Next Action Technology 1999 Platinum Technology 1999 Sapling 1999 Cartesis 1999 Information Advantage 1998 Hyperion Software 1998 IQ Software 1997 AppSource 1997 Andyne 1997 Pilot Software 1996 Sinper 1996 Panorama 1996 Holistic Systems 1995 IOC 1995 STG 1995 Soft Systems 1995 IRI Software 1995 Prodea 1994 Pilot 1994 Info-Innov
Deal over $250 mill. Deal between $25million and $250million Deal under $25million

$250m Brio Technology, subsequently renamed to Brio Software $8m Business Objects ~3.5bn CA $15.5m Hyperion Solutions Unknown PwC $168m Sterling $600m Arbor Software --> Hyperion Solutions $36m Information Advantage $6.7m Arbor Software ~$60m Hummingbird ~$5m? Platinum Equity Holdings $11m Applix ~$15m? Microsoft $84m Seagate Software Unknown DecisionWorks $16.5m Informix $5.2m IQ Software $100m Oracle $36m Platinum Technology ~$28m Dun & Bradstreet Unknown Speedware

Source: OLAP Report & Dr. Berg 2007.

23

Merger Trend 2001 2004: Mid-Sized Vendors are going away.

The period of 2001-2004 had few major data warehouse or BI deals, but we experienced active consolidation among mid-sized vendors.
Yr
2004 Cartesis 2004 Frango 2004 Alphablox 2004 IntelligentApps 2003 Crystal Decisions 2003 CIP 2003 Adaytum 2003 Comshare 2003 Brio Software 2003 MIS AG 2002 Gentia 2002 Pilot 2002 WhiteLight 2001 Informix 2001 Maximal 2001 Showcase

Seller
Magnitude

Products
Controller, Consolidator Alphablox IntelligentApps Analysis, Holos Executive Suite e.Planning MPC and Decision Intelligence DecisionWare, Alea, onVision, Plain, DeltaMiner Gentia Pilot WhiteLight MetaCube Max (later renamed to Data Analyzer) Strategy

Value
$52m Cognos Unknown IBM Unknown Sage Group

Buyer

Unknown Apax Partners Funds

$1.2bn Business Objects Unknown China Development Corporation $157m Cognos $52m Geac $142m Hyperion Solutions $42m Systems Union Unknown Open Ratings $1.5m Pilot Software Acquisition Corp. Unknown SymphonyRPM $1bn IBM ~$15m Microsoft $94m SPSS
Source: OLAP Report & Dr. Berg 2007.

Deal over $250 mill. Deal between $25million and $250million Deal under $25million

24

Merger Trend 2005 2007: ERP Vendors takes the lead..

The biggest BI buyers in 2005- 2007 was the ERP vendors Oracle and SAP
(note: all Business Object deal are now SAP as of October 2007)

Yr

Seller
PilotWorks

Products
BusinessObjects, Crystal, Cartesis

Value
$6.8bn ($5.3bn net) SAP Unknown SAP

Buyer

2007 Business Objects 2007 Pilot Software 2007 Cartesis 2007 OutlookSoft 2007 Hyperion Solutions 2007 Applix 2006 Temtec 2006 ALG 2006 Geac 2006 MIS 2006 Extensity 2006 ProClarity Corporation 2005 SRC 2005 INEA 2005 Siebel

Cartesis Finance, Planning and Analytics OutlookSoft 5 (formerly Everest) Essbase, Hyperion Planning, HFM, former Brio TM1 and Executive Viewer Executive Viewer EPO MPC DecisionWare (including Alea) MPC and DecisionWare ProClarity SRC INEA Siebel Analytics

225m (~$300m) Business Objects $375m? SAP $3.3bn Oracle $339m, $306m net Cognos $14.5m Applix $56m Business Objects Unknown Golden Gate Capital (Extensity) Unknown Infor (Golden Gate Capital) Unknown Infor (Golden Gate Capital) ~$50m Microsoft $100m Business Objects Unknown Cartesis $5.85bn Oracle
Source: OLAP Report & Dr. Berg 2007.

Deal over $250 mill. Deal between $25million and $250million Deal under $25million

25

Definition: Multi dimensional On-Line Analytical Processing (MOLAP) Let us look at those remaining vendors

MOLAP Tool Category Definition:

Server or client resident, proprietary data bases, architected to quickly manipulate and display data in different combinations, i.e., to provide for fast, adhoc analysis. Also known as OLAP engines, OLAP servers, data-cubes, and hyper-cubes.
Note: this category includes only those products that employ an actual physical MOLAP cube database

26

Market leaders in MOLAP Cognos PowerPlay The Canadian company Cognos is a market leader in MOLAP technology and boosts support for instances with over 190,000 users through their web services tools (server based scalability). PowerPlay is in version 8.0 now and is now over 15 years old stable technology. PowerPlay achieve some scalability by partitioning the data cubes by filters (i.e. by year). This creates many cubes, but balances the time it takes to update the cubes. PowerPlay MOLAP cubes are easy to navigate and are extremely fast due to the fact that results sets are precalculated.
27

Market leaders in MOLAP Oracle Express Oracle have taken full advantage of their Express 10g tool. You can buy either Express Server or Personal Express for single users (desktop MOLAP).
Tools for Express development and access
Express Analyzer Express Objects Express Web Publisher Express Spreadsheet Add-in - Reporting and analysis tool - Object-oriented development environment - Develop Briefings for Web Deployment - MS-Excell interface to the Express Server

Pre-Delivered Express applications

Data Entry Client Sales Analyzer Client Sales Brief Client Sales Analyzer (OSA) Financial Analyzer (OFA) Financial Analyzer Client Financial Controller Financial Controller Client

- analyze sales, marketing and other corporate data - financial reporting, analysis, budgeting & planning
28

Other MOLAP Vendors There are many other MOLAP vendors. The differentiator between them is the support for building the cubes on the both the server and the client side (both is better)
Vendor Name Cognos, Inc. Microsoft Corp. Open Ratings (bought Gentia 2002) Oracle (bought Hyperion 2007) Oracle Corp. Cognos (bought Applix 2007) SAS Institute Business Objects (Seagate) Golden Gate Capital (bought Comshare 2006) Hummingbird Oracle (bought Hyperion 2007) Product Powerplay Analysis Services (OLAP Services) Gentia Essbase Express iTM/1 OLAP Server / MDDB HOLOS (discontinued in 2005) Commander BI/Analyze Brio Enterprise Where is the cube built Both Both Both Both Both Server Server Server Client Client Client

29

Definition: Relational On-Line Analytical Processing (ROLAP) ROLAP Tool Category Definition: Products that provide OLAP functionality by building multidimensional views on the fly from data stored in relational database-based data warehouses. To achieve this, ROLAP vendors employ sophisticated SQL generation engines & multidimensional oriented metadata.
Conceptual Multi-dimensional Layer
Quarter Month Week Week 1-2 January First Week 3-4 Quarter Week 5-6 February Week 7-8 Time

Data Sources

SQL

Operational Systems

All else held constant, ROLAP tools are more scalable than MOLAP tools, but is also slower

Geography

Business Users

Time

New York North Chicago

Product Class ItemCategory

Data Warehouse
Product

U.S.

South

Miami Dallas Bats Sporting Goods Gloves Durables Electronics Radios

West

Los Angeles

San Francisco VCR Country Region City

Queries

ODS

30

OLAP Market leaders in ROLAP MicroStrategy A leading vendor in the ROLAP market is MicroStrategy and their ROLAP tools that is currently in version 8. Their tool architecture is highly scalable (based on underlying database) and also include 50+ new statistical functions for advanced analytics.
31

OLAP Market leaders in ROLAP MicroStrategy The tool also have improved event monitoring and broadcast features as well as structured formatting capabilities and better charting for dashboards then previous releases. You can also develop custom analytical applications more quickly using the new version.
32

OLAP Market leaders in ROLAP SAS SAS can also build ROLAP cubes using their Cube Studio in their new SAS-9 OLAP Server (you can choose between ROLAP and MOLAP) This is a powerful tool that allows quick data mart build capabilities in MOLAP, and the power of ROLAP for the Enterprise data warehouse.

33

Other ROLAP Vendors There are many other ROLAP vendors. The differentiator between them is the native support for the underlying database of your company (i.e. Microstrategy just got certified for Oracle 11g)
ROLAP Vendor Name SAP SAS CA - (Bought Platinum in 1999) CA - (bought Sterling (IA) in 2000) IBM (bought Informix 2001) Microsoft Corp. Microstrategy, Inc. SymphonyRPM (bought WhiteLight in 2002) Product BW / BI / NetWeaver OLAP Server DecisionBase (InfoBeacon) Eureka Metacube Analysis Services (OLAP Services) Microstrategy 8 WhiteLight

34

Definition: Managed Query Environments (MQE) Definition: A software package that can access one or more data sources via a simplified and optimized semantic layer.

In the semantic layer no data is stored, but instead it contains access methods and metadata to simplify and the query access interface.
Data Sources
Operational Systems

SQL
Business Users Queries

Semantic Layer

Data Warehouse

ODS

35

Market leaders in MQE Cognos ReportNet In 2003, Cognos renamed its old and trusted MQE tool known as Impromptu. The new name was ReportNet. ReportNet is part of Cognos BI 8.0. It can do complex formatting in via a web based architecture and provide query optimization in the SQL generation (faster queries). Today ReportNet is among the top-5 most used query tool and has an world-wide install and support base.

36

Market leaders in MQE Oracle Discoverer Oracle Discoverer is a market leader that has been around since the mid-1990s. It was originally known as Discoverer-2000.

While it can be used against most database types, it leverages Oracles statistical features for better query management (i.e. predictive run times).
It is a simple tool to learn, relatively low cost, and have many customizations options.

The current release is part of Oracles new 10g tool suite.

37

Market leaders in MQE (SAP) Business Objects

Business Objects packages their solution in to a variety of tools, but the most comprehensive suite is BO XI. It contains performance management, information management, reporting, query and analysis tools based on BOs enterprise XI platform. BI platform - Manage BI tools, reports, and applications Enterprise info. Mgmt. (EIM) - Access, transform, and integrate data Enterprise performance Mgmt.(EPM) - Match actions with strategy Enterprise reporting - Access, format, and deliver data Query and analysis - Self-serve analysis for users Their MQE environment can create universes that provide user access to a virtual data warehouse where data can come from a variety of BI and/or transaction systems

Current release of BO XI is version 2.0

38

Market leaders in MQE

Vendor Name (alphabetical)

(IBM) Alphablox (Oracle/Hyperion) Brio Technology (SAP) Business Objects, Inc. (CA) Sterling (IA) Cognos, Inc. Hummingbird Information Builders, Inc. (MERANT) Intersolv, Inc. Oracle Corp. SAP SAS Institute Seagate

Product Alphablox, SpreadsheetBlox Brio Enterprise Business Objects Eureka ReportNet (Impromptu) BI/Query Focus Reporter Q+E Discoverer InfoSet Query SAS Query, Enterprise Reporter Crystal Reports

Class of Tool Development Environment MQE MQE Query/Reporting/MQE MQE MQE MQE Query/Reporting Query/Reporting/MQE Query/Reporting Query/Reporting/MQE Query/Reporting

39

Other Useful Tool Categories

Report Servers Tools that creates batch reports that can be pixel
formatted for statements and high-volume access.

The market leader in this segment is Crystal Reports in its new release Crystal-2008.

Statistical Software Tools that provide advanced statistical

functions, i.e. clustering, neural networks, decision trees, discrimminant analysis, analysis of variance for complex decision making. The market leader in this segment is SAS Institute and their SAS/Stat tool
40

What Well Cover

Overview BI and Data Warehousing

Budgeting, staffing and scoping a project Selecting an OLAP Tool What are the ERP-BI vendors doing a look at SAP, Oracle, PeopleSoft, Siebel, JDEs BI tools The future of BI Wrap up

41

SAPs packaged DSS solutions

SAPs Integrated BI solution is known as NetWeaver. This is a group of product components including: 1. Data Warehouses (BW) 2. Strategic Enterprise management (SEM)
1. 2. 3. 4. Corporate Performance mgmt (CPM) Business planning & simulation (BPS) Business Consolidation services (BCS) Stakeholder relationship mgmt (SRM)
Composite Application Framework

SAP NetWeaver
People Integration
Multi-Channel Access Portal Collaboration

Information Integration
Business Intelligence Knowledge Management

Life Cycle Management

Master Data Management

Process Integration
Integration Broker Business Process Management

3. Data Mining (inside BW) 4. Advanced Planning and Optimization (APO-BI) 5. Supply Chain Event Manager (SCEM-BI) 6. Customer Relationship Manager (CRM-BI)

Application Platform
J2EE ABAP

DB and OS Abstraction Abstraction DB and OS

.NET

WebSphere

The DW is the source of the data for all these integrated analytical applications (iAnalytics)

42

ERP Data warehousing Example: SAP Business Warehouse

KPI & Scorecard

Formatted Simple Easy to view Limited nav Aggregates

Flat Reporting
Formatted Print Form based Static Predictable access

OLAP Reporting Drill Down

Slice and Dice Analyse Data Mining Search and discover

Source: SAP AG, 2007

43

Todays SAP web reports

The most common way of deploying BW queries are through a standard, or customized web template with built-in navigational features. BW provides a global web template that can be enhanced with logos, colors, fonts and additional features using Java Server Pages.

44

Where is SAP heading?

In October 2007, SAP launched a new tool suite called Corporate Performance Management (CPM) Note: same acronym but new tools.

The new SAP CPM is a collection of 3 tools it acquired in 2005-2006:

1. 2. 3.

SAP Strategy Management (formerly PilotWorks) SAP Business Planning and Consolidation (formerly OutlookSoft 5) SAP Business Profitability Management by Acorn

KEY POINT
What we see is a temporary strategy of integrating previously acquired software under a shared marketing umbrella until SAP can digest the Business Objects acquisition (2008) and build coherent front-end tools. In the interim, SAP will have a complex number of tools with overlapping capabilities.
45

Oracles Legacy Approach to BI

Oracle Business Intelligence Applications Oracle's analytic applications include corporate performance management, interactive dashboarding (i.e. from Oracles Financial Analyzer), and embedded analytics. It is pre-built, industry specific analytic applications for BI based on business functions and user roles.

Oracle Business Intelligence Suite Business Intelligence Suite is intended for executives, managers, and front line workers , and include ad hoc query and analysis, proactive intelligence and alerts, advanced reporting, and predictive analytics.

Oracle Data Warehousing The Data Warehousing products include a graphical environment that supports design, deployment, and management of data warehouses. It include parallel database technology, and a suite of data access and management tools.
46

Oracles New Approach to ERP BI

Oracles answer to SAPs NetWeaver is the Collective packaging of Fusion BI and their analytical applications
-

Source: Oracle

47

Oracles Corporate Performance Mgmt (CPM) BI applications

Today, the CPM applications include 6 different areas: Balanced scorecards, Enterprise planning and budgeting, Daily business intelligence, Public sector budgeting, Financial consolidation hub and Profitability manager
Planning Budgeting & Forecasting Workforce Planning Capital Planning Demand Planning Public Sector Budgeting Financial Services Budgeting Role-Based Scorecards Financial - CFO Workforce Planning Customer Supplier Profitability Management & Optimization ABM/ABC Transfer Pricing Customer Behavior Modeling Financial Consolidation & Compliance Financial Consolidation Sarbanes-Oxley Compliance IFRS, Basel-II Project Portfolio Management

Source: :White paper: Oracle Fusion Applications

48

Oracles Interactive Dashboards & embedded analytics

Supply Chain Order Fulfillment Logistics Manufacturing Planning Costing Maintenance Product Lifecycle Expenses Revenue P&L Cash flow Projects Procurement Commodity mgmt. Supplier mgmt. Procurement operations Procure-to-pay Financials Compliance Payables Receivables Human Resources Workforce readiness Total compensation Benefits Workforce planning Talent management Compliance Service Call center Help desk Service contracts Field service Depot repair

The daily business intelligence is presented in 46 overview pages, 287 KPIs and 769 delivered reports

Marketing Campaign Telemarketing Sales Forecast Pipeline Sales revenues Order capture Sales contracts

The interactive dashboards and embedded analytics covers a variety of scenarios and many of them allows drill down to the supporting transactions in the data warehouse or the transaction system.

Source: :White paper: Oracle Fusion Applications,

49

PeopleSofts Enterprise Performance Management - EPM

PeopleSofts approach to ERP analytics is through 20+ datamarts and a set of BI analytical applications that round on top of these
CRM Warehouse Customer mart Marketing mart Sales mart Services mart Financials Warehouse Advanced cost accounting mart Enterprise service automation (ESA) mart General ledger & profitability mart Payables mart Receivables mart Real estate mart

HCM Warehouse Compensation mart Learning & development mart Recruiting mart Workforce profiling mart Supply Chain Warehouse Fulfillment & billing mart Inventory mart Manufacturing mart Procurement mart Spend mart Supply chain planning mart 50

These are the 20+ pre-delivered data marts that comes with ETL programs as well

PeopleSofts EPM BI Applications

PeopleSofts BI analytical applications.
CRM Analytics Customer behavior modeling Customer scorecard Financial Analytics Activity based management Funds transfer pricing Global consolidations Planning & budgeting Project portfolio management Risk-weighted capital Scorecards

Workforce Analytics Workforce planning Workforce rewards Workforce scorecard Industry Specific Analytics Funds transfer pricing Healthcare scorecard Manufacturing scorecard Risk Weighted capital

Supply Chain Analytics Activity based management Manufacturing scorecard Supplier rating system

These analytical applications runs on top of the 20 pre-delivered datamarts from PeopleSoft.

Source: :White paper: PeopleSoft Enterprise Performance Management,

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What is Oracle going to do with it all?

Oracle has already integrated the Siebel's BI analytic solutions in Oracle Business Intelligence Suite Enterprise Ed. (as of 2006).

In 2007 Oracle added more content for higher education, pharmaceuticals and financial services, but is still weak on industry solutions in most other areas.

The 2008 challenge for Oracle is to expand the Fusion analytics platform to create the next generation of integrated BI applications. This will include a combination of the Business Intelligence Suite and Oracle applications
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Where is Oracle heading?

In February 2007 Oracle made their E-Business Suite v.12 generally available. This delivered specific analytics by integrating Oracle Business Intelligence Suite with PeopleSoft Enterprise and JD Edwards EnterpriseOne. Oracle also announced that Fusion Applications (available 2008) will bring together the concepts of all the suites.. With the release of PeopleSoft Enterprise version 9.0 in 2007 there were also new enhancements to Enterprise Performance Management capabilities, but the future of EPM is somewhat unclear (Oracle says it will support it indefinably, but have not announced a new release date)..

KEY POINTS
What we see is two tracks: One with continued development of legacy and heritance ERP BI applications, and on track with the to-be vision of integrated analytics based on the Oracle fusion as the platform, and business intelligence suite as the integrated BI applications
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Putting it all into context..

Complex (score cards, budgeting, planning, KPI) Horizontal approach (2nd generation)
SAP APO Oracle BI suite Enterprise edition Oracle E-business suite applications

Integrated analytical (3rd generation)

Level of Embedded Analytics

SAP Strategic enterprise mgmt

PeopleSoft EPM

SAP BW

Emerging (1st generation)

Oracle BI suite standard edition

Siebel BI

Vertical approach (2nd generation)

Oracle BI suite standard one edition

Interactive Mgmt. reporting (OLAP, MQE) Toolsets & accelerators

Level of Pre-delivered Content

Analytical applications for specific industries54

What Well Cover

Overview BI and Data Warehousing

Budgeting, staffing and scoping a project Selecting an OLAP Tool What are the ERP-BI vendors doing a look at SAP, Oracle, PeopleSoft, Siebel, JDEs BI tools The future of BI Wrap up

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TREND: More visualization tools (I.e. SAPs Visual Composer)

A Visual Composer is a tool to visualize the data. It is a browser-based intuitive modeling and design tool for rapid application development and prototyping in a code-free development environment.

SAP NetWeavers Visual Composer

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TREND: Virtual OLAP

Virtual OLAP is a trend of merging operational and analytical data in a logical manner. Since the merger is virtual, it can have zero lag time and therefore provide real-time analytics. Many companies such as the GL company is providing tieins to Oracle applications and databases that can logically merge the data as well as transform the data to external indexing engines for extremely fast query accessing.

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TREND: Virtual OLAP an SAP approach

SAP launched the BI accelerator at the end of June 2006. This tool takes BI and/or operational data and creates a proprietary indexing system that allows users to access the data very quickly.

Query performance can be 100s of times faster than traditional ROLAP.

Source: Alexander Peter, SAP AG, 2006

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Trend: BI applications are creating new date to the DW

In Data warehousing v2.0 (Bill Immons new terminology), we are using BI applications to create new data that needs to be fed to the data warehouse, and /or the transactional system Tools are now available to build association data sets that creates updates in the transaction systems based on BI findings (i.e. customer segmentation, risk, profitability flagging etc).

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Images: Bhanu Gupta, ASUG 2005 Illinois chapter

Most BI projects are abandoning the vendor delivered methodologies

All major vendors have proposed BI methodologies, but they are predominantly based on traditional approaches to building transaction systems.
When to Select Different Methodologies
High

Joint Application Design (JAD)

System development Life-Cycle based methodologies (SDLC)

SDLC methodologies are for building transactional systems.

For BI, there are several other alternatives.

Time to Delivery

Extreme Programming (EP)

Rapid Application Development (RAD)

Low Low

High

Impact of Failure

Source: Dr. Bjarne Berg, SAP Project Management Conference - Oct. 2005, Las 60 Vegas How to pick JAD, RAD, XP or a SDLC Methodology for your IT project

What Well Cover

Overview BI and Data Warehousing

Budgeting, staffing and scoping a project Selecting an OLAP Tool What are the ERP-BI vendors doing a look at SAP, Oracle, PeopleSoft, Siebel, JDEs BI tools The future of BI Wrap up

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Your Turn!
COMERIT (presentations, articles, accellerators) www.comerit.net

Dr. Bjarne Berg bberg@comerit.net

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