Making Sense of Oracle's Business Intelligence Tools

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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
Oracle BI Warehouse Builder
BI Spreadsheet Add-in
Oracle BI Beans
Oracle Reports
Common Component
Architecture
–
–
–
–
Oracle BI Discoverer
Discoverer Portlets
Spreadsheet Add-in
Leverage Oracle DB built in
analytic and pl/sql functions
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
Standard Edition
Enterprise Edition
Platform
Oracle Centric.
Separation of:
End User BI Tools
Business Metadata
Data Source
Heterogeneity
Oracle Centric – effort required to
integrate non-Oracle data sources.
(Still Oracle DB Centric for Query
Submission)
Enterprise BI Platform; Source
Independent (Oracle and Non-Oracle)
Intelligently Combine Data
- Multiple DW(s), OLAP, and Apps
- Historical and Real Time
Disconnected /OffLine
No
Yes
MS Office Integration
Excel
Excel, Word, PowerPoint
Report Distribution
Limited Alerting, Report Distribution,
and Workflow Support
“BI Delivers” – full support for
scheduling and distributing reports
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
Supply Chain Intelligence
Order to Revenue
Order Fulfillment and Shipping
Manufacturing (Process and Discrete)
Inventory (Process and Discrete)
Accounts Payable
–
–
–
AP Invoices
AP Invoices Aging (Due & Past)
AP Payments Schedule
Accounts Receivable
–
–
–
–
–
AR Adjustments
AR Payments Schedule
AR Receipts
AR Invoices
AR Aging Receivables
Sales Credits
Compliance
Procurement Intelligence
Procurement Management
Supplier Management
CRM Intelligence
General Ledger
Sales Opportunity
Sales Pipeline
Sales Forecasting
Service
Human Resources Intelligence
DBI Workforce Activity and Deployment
DBI Compensation Salary Summarization
DBI Leave and Absences
HCM EUL Recruitment Pipeline
HCM EUL Recruitment Vacancies
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
DBI
Fusion Intelligence
Oracle BI Applications
Platform
DBI: Integrated reporting
tool fully contained on the
EBS platform, no separate
tools (licensing) required.
DBI Licensing + OBI EE:
Standardize enterprise
wide on a single BI
Platform
Application Intelligence +
OBI EE: Standardize
enterprise wide on a
single BI Platform
Heterogeneity
EBS Only
EBS + External Data
Sources
Support for data from any
Source (Oracle, DB2, SQL, etc)
Support for data from
multiple ERP instances
(SAP, EBS, PS, JDE)
Ad Hoc
None
Full Ad hoc capabilities
Full Ad hoc capabilities
Extensibility
Limited capabilities
Full capability to customize
metrics and dashboards
Full capability to customize
metrics, dashboards, and
extend data model
Data Layer
Data resides in transactional
DB
Data resides in transactional
DB
Data resides in separate
instance
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
PAIN POINTS
Impossible to create a 360 view of
customers for analysis
Single reports from Oracle unable
to meet the business need
INDUSTRY
Hi-Tech / Communications
Extensive use of Excel to merge
data from multiple sources and
present information
SIZE
$ 250M Revenue
~1,000 Employees
As data increased, uncertainty of
data validity and “True Source” of
data also increased
ORACLE FOOTPRINT
Since late-1990’s, Oracle EBusiness 10.7
Abstracting reporting metrics from
the underlying transactional data
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
– Oracle BI Dashboards
WHY OBI?
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…
Q&
A
QUESTIONS
ANSWERS
For more information, call 1.866.611.3282 or visit us on the
web at www.zanett.com.
Contact Information
Erez Azaria
– Technology Practice Director
– Phone: 617 869-2374
– E-Mail: eazaria@whitbreadtech.com
Sales:
– E-Mail: sales@dataroad.com
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