10 Steps to a Successful Business Intelligence Implementation Presented by Marcia Livingston...
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Transcript of 10 Steps to a Successful Business Intelligence Implementation Presented by Marcia Livingston...
10 Steps to a Successful Business Intelligence Implementation
Presented byMarcia Livingston
A bit about me
Experience Working with Oracle Business Intelligence Products since 2000
Working with other BI products since 1998
My goal for this presentation
Provide some guidelines
Many questions that need to be asked and answered
Some answers
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
Expectations
Executive Sponsor Who is the Executive Sponsor What are the Executive Sponsor’s expectations
Project Manager Authority
To get definitions of reports/KPIs etc To ensure testing is completed
Users What do the users expect to get from this? Do they consider this a priority? An Asset? Or a Hindrance to their
job? How do you turn a negative into a positive to the users?
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
Proper Privileges
What username should the Administrator(s) use?
Database• Oracle/supplier Recommended• Audit recommended
Apps• Oracle Recommended• Audit Recommended
Software• Oracle/Supplier Recommended• Audit Recommended
What privileges should the Administrator(s) have?
Database Apps Software
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
What philosophy will be used to administer the BI info
Narrow base limited use information.
• This is normally written to solve a single problem. • Re-use is rare.• Example
» SELECT order_number , customer_name
, order_date from orders where Customer_service_representative = ‘SUE’ and status = ‘Entered’
What philosophy will be used to administer the BI info
Broad base multi use information
• This is normally written to solve a multitude of problems. • Re-use is normal.• Example
» SELECT order_number , customer_name
, order_date , customer_service_representative , status , item , qty , list_price from orders
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
How will the BI info be administered
Gatekeeper Pros
• Allows 1 person to manage the information• Minimizes duplication of effort
Cons• If no backup administrator, or if the backup is not kept up to date, then all
of the knowledge is with 1 person
Area Specific Pros
• Allows a team to manage the information• Each area is managed by 1 person with a good base knowledge of that area• Multiple people will have the skills to maintain the information
Cons• Different philosophies could exist in the building of the information, this
could result in confusion and frustration for the users• Only 1 person within an area will have the knowledge for that area
How will the BI info be administered
Generic Pros
• Users will likely have a quicker response time since whoever is available can address their issue
Cons• Duplication of effort could occur if excellent communication is not
maintained
Consultant Pros
• Multiple requirements can be accumulated, and resolved at one time, any overlaps can be combined with little/no duplication of effort
Cons• This can be expensive
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect
that info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
Understanding underlying info and how changes affect that info
Materialized Views Cloning
• Before Module ‘Go-Live’• After Module ‘Go-Live’
Business View Setup• Will running this affect my data?• What does this do?
Age of data• When is the data refreshed? Real-time? Hourly? Nightly?
Table A table is restructured with many new columns, renamed columns, and deleted
columns. How does this affect your reports?
View A view is changed how does this affect your reports?
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted
to production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
How will the information/delivery methods be promoted to production
Data verification Who will verify the data being returned from the BI system?
Report verification Who will define the reports Who will verify that the reports meet the definition
requirements?
Report distribution Who will determine user access to reports? Who will resolve report distribution/data access conflicts?
How will the information/delivery methods be promoted to production
Change requests How will report change requests be handled?
• This is only applicable if reports are created by a report writer and distributed.
• If reports are user written
» What responsibility does the report writer/BI Administrator have in changing reports?
» What responsibility does the report writer/BI Administrator have In solving data integrity issues with the report?
» How are reports shared with other users?
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
What security procedures will be put into place
Access to tool Internal External
New users How to request access Report creation/running privileges Information access privileges
• Who requests?• Who authorizes?• Who monitors?
Training • Who will provide?• What will the new users be allowed to do until they receive training?
What security procedures will be put into place
Current Users Training
• Who provides?• What does it consist of?• What types will be offered?
» Initial (Example: Beginning)» Additional (Examples: Intermediate, Advanced)» Refresher
Information Access privilege changes• Who requests?• Who authorizes?• Who monitors?
Report creation/running privilege changes • Who requests?• Who authorizes?• Who monitors?
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
Determining an appropriate timeline
Basic info What will this consist of
• Examples: » Oracle Seeded EUL and Workbooks for Discoverer
» KPIs and Reports for DBI
» Views for NoetixViews or Discoverer with Noetix
When will this info be available
• How long will it take to install/create the basic info?
• How long will it take to test/verify this info?
Determining an appropriate timeline
Basic info (con’t)
Does this information provide any immediate benefit?
• If so» to Whom? » Are they aware of the benefits? » Does this solve their most pressing need?
• If not» Why is it being installed?» When will it provide a benefit?» Is this really your basic info?
Determining an appropriate timeline
Advanced info Prioritize requests
• Make sure to identify a process for distributing changes in priority
Evaluate• Legitimacy• Feasibility• Cost Benefit Analysis (can it be cost justified?)
Special requests (Works the same as Advanced Info for the most part)
Is the information already available? Priority Affect on other requests
• How will this be communicated
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
Standard Definitions – Make sure to get them!!
Hierarchies (Drill capabilities) Date Item
List of Values (LOVs) creation – Apps
• Materialized View/View base» Simple» Complex
• Table base Non-Apps
• View base» Simple» Complex
• Table base Alternative Sorts
Examples: Fiscal Year, Calendar Year, Alphabetical Order (for Months) Standard Calculations
Examples: PO Committed Qty, Allocated Qty (on Orders), Unallocated Qty (on Orders), On-Time Delivery
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
Last Tip
HavePatience
This is an on-going process, not everything will be accomplished during a single project. There will
always be additional information that will become useful to your users. That is the sign of success!!
Agenda
Expectations of the Project Proper Privileges What philosophy will be used to administer the BI info How will the BI info be administered Understanding underlying info and how changes affect that
info How will the information/delivery methods be promoted to
production What security procedures will be put into place Determining an appropriate timeline Standard Definitions Last Tip Summary and Q/A
Questions / Answers