The 30 Day OBIA Implementation Plan

#11844Stephen Goldsmith

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Specialized Pillar Partner in BI/EPM, EBS, CRM, and Core Technology

Over 400 successful Oracle implementations over the past 15 years

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Topics

Quick OBIA Primer Why 30 Days? Project Plan Critical Success Factors Q&A

OBIA Primer Prebuilt content for Oracle BI

Financial Analytics Procurement and Spend Analytics HR Analytics Supply Chain and Order

Management Analytics Project Analytics Etc.

Available for: Ebusiness Suite JD Edwards SAP Peoplesoft Other

OBIA Content

ERPETL

Data Warehouse/Schemas

Metadata

Dashboards Reports Metrics Based on

Industry Best Practices

Great starting point

Build from Scratchwith Traditional BI Tools Oracle BI Applications

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Months or Years

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

TTV and TCO

Why OBIA in 30 Days?

What Business Intelligence KPIs, reports and dashboards would you like?

Use OBIA to Get FeedbackReplace with Summary Income Statement

Show by month

Replace with Top 10 account variance against budget.

Add location prompt

Show by month with trailing 13 periods

Going Live in 30 Days

Prepare Configure Test

Initial Planning

Prepare Environment

Document Specifications

Functional Development

Technical Development

Conference Room Pilot

Document System Setup

Super User Training

Test Preparation

User Acceptance

Testing

Go/No - Go Decision

Deploy

Finalize Deployment

Plans

Setup Production

GO LIVE!

Prepare Configure Test

Scope, Objectivesand Approach

Prepare Non-Prod Environments

Perform InitialETL

Configure OBIA

Unit Test

Super User Training

Test Preparation

User Acceptance

Testing

Go/No - Go Decision

Deploy

Finalize Deployment

Plans

Setup Production

Environment

GO LIVE!

Define Specifications

CRP

Summary Plan

1.0 Prepare Phase

Confirm Project Scope, Objectives & Approach

Scope Objectives Approach Risks Issues Project Team Users

Helpful Hints

Think of the project as a pilot

Key Skills: OBIEE Informatica EBS

Id key user(s)

Pick 1-3 important business objectives (e.g., reduce AR) that will show value

Install Non-Production Environment

Oracle Business Intelligence 11g Oracle Business Intelligence

Applications 7.9.6.X

Oracle Business Intelligence Data Warehouse Administration Console (DAC) 11g

Oracle Business Intelligence Data Warehouse Administration Console 11g and Informatica PowerCenter and PowerConnect Adapters

Oracle Business Intelligence Developer Client Tool

Helpful Hint: See the Oracle Business Intelligence ApplicationsInstallation Guide for Informatica PowerCenter Users

Understanding the Architecture

2.0 Configure Phase

Perform Initial ETL and Debug Results

Identify any environmental issues Resolve any non-configuration related

issues

Define Specifications

Common Areas and Dimensions: Source Independent Source Specific (e.g., EBS,

Peoplesoft)

Application Specific: Pre-Load Configuration -

Source Specific Controlling Data - All Source

Systems Controlling Data - EBS

Specific

Configure Application

Perform Configured ETL

Typical Reasons Reports Fail: CSV Files Wrong Configuration Setting Issues with Source Data Wrong ETL Configuration Oracle Bug

Conduct Unit Testing

Conference Room Pilot Engage Users Demonstrate

Reports and Dashboards

Gain input on new requirements

3.0 Test Phase

Prepare and Conduct BI Training Focus on logging in

and navigation

Stay away from custom report development

Explain what the reports are and how they can be used

Helpful Hint: Use Oracle User Productivity Kit (UPK) to develop training materials

Develop UAT Test Script Objective:

Validate the data

Determine testing strategy

Compare OBIA data vs. source system data

Helpful Hints

Dont test all of the reports and data elements

Validate summary reports

Validate prompts

Validate limited set of key facts and dimensions

Conduct UAT Testing, Review and Address Issues

4.0 Deploy Phase

Load Production Data and Go-Live

Summary

OBIA helps jumpstart a BI implementation

Rapid implementation is critical to maintain user attention/engagement

OBIA is the first step in the journey

Questions? Comments?

THANK YOU

Stephen Goldsmith610-592-0600 x315

sgoldsmith@biztech.com