a customer's take on moving from discoverer to oracle business analytics
TRANSCRIPT
How to Migrate from Discoverer
to OBIEE in 9 Weeks!September, 2017
Gary Aragon
Accounting Manager
Globus Family of Brands
Shiv Bharti
Practice Director, Oracle Business Analytics
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Agenda
• About Perficient
• About Group Voyagers
• Group Voyagers Case Study
• Overview of Oracle BI Apps
• Overview of Oracle Cloud Analytics
• Migration Options
• Migration Best Practices
• Q&A
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About Perficient
Perficient is the leading digital transformation
consulting firm serving Global 2000 and enterprise
customers throughout North America.
With unparalleled information technology, management consulting,
and creative capabilities, Perficient and its Perficient Digital agency
deliver vision, execution, and value with outstanding digital
experience, business optimization, and industry solutions.
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Perficient ProfileFounded in 1997
Public, NASDAQ: PRFT
2016 revenue $487 million
Major market locations:Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago,
Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,
Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis,
New York City, Northern California, Oxford (UK), Southern
California, St. Louis, Toronto
Global delivery centers in China and India
3,000+ colleagues
Dedicated solution practices
~95% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards
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Perficient’s BI PracticeSolutions Expertise
• BI/DW Strategy and Assessments
• BICS/DVCS/Data Sync
• OBIEE and Oracle BI Apps
• Data Integration, Discovery, Big Data
• Exadata and Exalytics
• Oracle Golden Gate
Fast Facts
• Practice Started: 2004
• Projects Completed: 400+
• Management Team: 14 years
• 60% of consultants former Oracle Eng.
• Oracle Authorized Education Center
– Oracle BI Apps, OBIEE, ODI
• Perficient runs it’s business on Oracle BI
• Proven Implementation Methodology
Oracle Specializations
Group Voyagers –
Customer Case Study
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• Group Voyagers, Inc. - also known as the "Globus family of brands" is a group of escorted tour, river cruise and independent
travel package companies marketed worldwide.
• They include the brands Globus, Cosmos, Avalon Waterways and Monograms
• The Globus family of brands traces its history to 1928, when Antonio Mantegazza started using a rowing boat to transport
commercial goods across Lake Lugano in Switzerland.
• The Globus family of brands now consists of more than 30 tourism and aviation businesses, serviced by more than 5,000 staff.
• The companies’ escorted and independent vacations offer nearly 10,000 departures and over 400 different itineraries, covering
more than 65 countries on six continents. Combined, the travel brands carry nearly 500,000 passengers per year, making the
Globus the largest tour operator worldwide.
Group Voyagers
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Finance & Analytics Team
• Group Voyagers have 3 entities, US, Canada
and India and reports are to be
generated/delivered to all these 3 entities
• Earlier reporting was manual and the
scheduling of reports was done with manual
labor. Now with BI in place everything is
automated.
• Wanted participants to be accountable for their
activities, create their own reports, run their
own dashboards etc.
• Spent time processing the close and
reconciling data and not enough time
analyzing it.
Growing Business
• Sourced from Oracle EBS instances and
other types of transactional systems
• Migrated from Discoverer to OBIA 11g in
late 2016
• Wanted to automate more reports from
Finance for end users
• Growing need to provide executive office
with greater insight into the real time
reporting from Oracle BI
Company Background
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Manual Reporting Processes
Financial Close delayed as accountants are dependent upon Shared
Service center personnel to provide Financial Close related data
Analysis requires multiple searches across varying excel reports to
understand data – no drilldown
No Single Source of Truth
No consolidated view of customer history
Multiple, fragmented reporting solutions exist
Lack of Management Insight
Lack of consolidated KPIs and reporting
No visibility to call resolution steps
Manual root cause analysis
Aging infrastructure
Production ERP system – Oracle EBS suffering performance issues
due to multiple direct access reports running against production
Challenges
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Vision: The End State
Enable More
Users
Expand Platform
for InnovationSingle Source
of Truth
Combine all relevant
information from any data
source, managed and self-
service
IT curated metadata layer
Centralized enterprise metrics
repository
Leverage prebuilt analytics
Shorten the financial close
cycle
Stay productive with
intelligently optimized queries
Enhance all data with powerful
data preparation
Data-driven decision making
Complete visibility into financial
operations, actionable
analytics, real-time KPIs, and
performance metrics needed to
manage and optimize the
business
Fast and accessible cloud-
based data modeling and
loading
Error prevention and
monitoring
Maintain consistency with
centralized business data
Unified governance and
change management
framework
Automate Data
Consolidation
Connect to All Data
Modernize Analytics
Platform
Empower Business Users
Business Freedom and Data
Governance
Oracle
Business
Analytics
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High Level Requirements
Financial Operations Reporting requirements can be grouped into one of the
following 5 categories:
Real-time reports (sourced from Oracle)
Real-time self-service reporting (sourced from Oracle)
Oracle EBS periodically refreshed dashboards/reports
Oracle EBS periodical refresh self-service reporting
Non-Oracle reports & self-service
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BI Tools Assessed for Financial Operations Reporting
Summarized Reporting
Requirements by Tool
Fusion
Accounting
Hub Cloud
Endeca EBS
Information
Discovery
OBIA
OBIEE
BICS
Essbase HFM
Real-time reports
Real-time self-service reporting
EBS periodic refresh
dashboards/reports
EBS periodic refresh for self-
service
Non-Oracle reporting
(dashboards/reports/self-service)
Doesn’t meet the requirementMeets the requirement Partially meets the requirement
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Project Scope
• Deploy Financial Analytics Applications
• Enable all OOTB Dashboards and Reports
• Customize Financial Analytics to build 20 Custom reports
• Setup User Security Infrastructure
• Design for performance and scalability
• Use implementation best practices to meet Project milestones, timelines and budget
• Leverage the internal team as a part of the project to ensure smooth handoff post
deployment
• Provide training to the business users so they are most effective during UAT phase
• Provide guidance to IT and Business so Group Voyagers can build a BI Competency center
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Project Outcomes
Management Feedback
User Feedback
Project Success
• Defined start and end for
processes.
• Ability to quickly reflect the
changes done in transactional
system into BI.
• Streamlined process for user &
application management due to
web-based nature
• Quick reconciliation saves the user
time
• Notifications/Scheduling helpful in
identifying priority tasks
• Data loaded automatically into data
warehouse daily/history is
maintained.
• Critical data managed in one place.
Single source of truth.
• Shorten the financial close cycle
• Stay productive with intelligently optimized
queries
• Data-driven decision making
• Deeper visibility into financial operations,
actionable analytics, real-time KPIs, and
performance metrics needed to manage and
optimize the business
Overview of Oracle BI
Applications
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Complete. Open. Integrated.
OLTP & ODSSystems
Data WarehousesData
Marts(SQLServer, Oracle…etc.)
)
PackagedApplications
(Oracle, SAI, UltiPro)
ExcelXML/Office
BusinessProcesses
OLAPSources(MS Cube)
Exadata Unstructured & Semi-
Structured
ERP Analytics
Planning &Forecasting
Financial Close & Reporting
StrategyManagement
Profitability Management
CRM Analytics
Industry Analytics
BI Server
Common Enterprise Information Model
EssbaseDimension
Management Predictive Analytics
Interactive Dashboards Reports & PublishingQuery & Analysis Detect & AlertOffice Search Embedded Mobile Scorecards
Da
ta
So
urc
es
BI/E
PM
Pla
tfo
rm
BI / E
PM
Ap
ps
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Adopt the Data Model – Don’t Build Your OwnComprehensive Conformed Dimensions Ensures Cross Functional Alignment
Sales Opportunities Quotes Pipeline
Marketing Campaigns Responses
Marketing Costs
Service Service Requests Activities Agreements
Contact Center ACD Events
Contact-Rep Snapshot
Targets and Benchmark
Loyalty Members and Points
Transactions
Promotions
Price Price Waterfall
Deal Desk
Price Segments
ERP ANALYTICS
• 370 Fact Tables
• 595 Dimension Tables
• 8,200 Prebuilt Metrics
• 17,700 Data Elements
• Customer
• Products
• Suppliers
• Internal Organizations
• Customer Locations
• Customer Contacts
• GL Accounts
• Employee
• Sales Reps
• Service Reps
• Partners
• Campaign
• Offers
• Cost Centers
• Profit Centers
CRM ANALYTICSCONFORMED DIMENSIONS
MODULAR DATA MODEL
Finance Receivables Payables Cash Flow General Ledger
Procurement & Spend Procurement Performance Supplier Performance Spend Analysis
Order Management Sales Orders and Invoices Bookings, Billings, Backlog Order fulfillment process
Supply Chain Inventory Performance Inventory Bill of Materials Customer & Supplier Returns
Human Resources Compensation Recruiting, Training, Learning Workforce Profile
Projects Project Funding Project Budgets Project Performance
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Pre-mapped metadata, including embedded best
practice calculations and metrics for executives
and other business users
A “best practice” library of over 8200
pre-built metrics, 88 intelligent dashboards, 2576
reports and several alerts for Executives,
Managers and Business Users
Pre-built ETL to extract data from operational
tables and load it into the DW, sourced from
PSFT, Oracle EBS and other sources
Pre-built warehouse with 370 star-schemas
designed for analysis and reporting on financial
analytics
• Presentation layer
• Logical business
model
• Physical sources
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Sources can Oracle ERP, Non-Oracle ERP,
Legacy or Custom Applications
Informatica or ODI for Extract, Transform and
Load into the Data Warehouse.
Simple, yet powerful data warehouse
architecture.
Robust pre-defined OBI EE metadata built
specifically for Oracle ERP Customers. All
Oracle ERP data integrity and relationships
built in.
OBI EE Analytics reporting tools, including
dashboards, reports, graphs, etc.
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
OBI EE
Analytics
Server
OBI EE
Analytics
WebDashboards by Role
Reports, Analysis / Analytic
Workflows
Informatica(ETL) / Oracle Data Integrator(ODI)
Oracle ERPNon-Oracle
ERP
Source SystemsLegacy
Data
Warehouse
Database
Meta
data
Data
Warehouse
Adm
inis
trati
on
Overview of Oracle
Analytics Cloud
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Complete Business Intelligence
• Your data, robust BI capabilities, available anywhere
• Self-service: data loading, mapping, analysis
• Done by business users
• Enterprise grade: secure, highly available, scalable
Cloud Managed
• Patched, backed up, upgraded by Oracle
• Easy, subscription based pricing
• Rapidly provision with zero install or patching
• Scale and security of Oracle
Oracle Business Intelligence Cloud Service
“BICS”
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Includes the Market Leading Oracle Database
Reliable
Secure
Scalable
Oracle Managed
Automated Backup
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Quickly provision your BI instance
No Installation required
Oracle managed patching and upgrades
Rapid Provisioning
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1. Load your data 4. Use, share and distribute3. Create Analysis2. Organize data
Simplified Self-Service Analytics
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• No additional development
• Touch, drill, interact
• Swipe, zoom – touch gestures
• Secure, offline access to content
Instantly Available on Mobile
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• Exploratory Analytics on Desktop or Mobile
• Data Mashup across Managed and User Data
Data Visualization
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Rich Library of Visual Components
• 18 ways to visualize data
• Creative use of color, size, shape and various coordinate systems
• Optimal use of screen real estate automatically chosen for user
Migration Options
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Solution Considerations
Faster Innovation
• Faster pace to product innovation
• Modern, global platform
• Shorter upgrade cycle
Lower Cost
• Reduced infrastructure cost
• Reduced IT maintenance cost
• Reduced customization and
upgrade cost
State of the Art Analytics
• User experience-focused interface
• Seamless data integration
• Ad-hoc analysis, including drill down
• Dashboards, Mobile
Lower Risk
• Reduced administrative burden
• Guaranteed system availability
• Scalable platform for future
expansion
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Migration Options
Option 1
• OBIEE 12c/OBI Apps
• On-premise DW
Option 2
• BICS/OAC
• On-premise ETL/DW
Option 3
• BICS/OAC
• Cloud ETL/DW
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BI App Data Warehouse
Cloud Source
Staging
Non-Oracle Apps BI App Data
Warehouse
Staging
OBI ApplicationsOracle/Non-Oracle
Apps
BICS, OACPublic Cloud Applications
Relational
Cubes
Flat Files
ETL
Engine
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Oracle BI Applications Platform
Automate Data Management
(ETL) Process
Analytics
Users
Non-Oracle Apps
Oracle/Non-Oracle
Apps
Public Cloud Applications
Relational
Cubes
Flat Files
BI App Data Warehouse
Staging
OBI Applications
Data Sync
BICS REST API
PL/SQL Import
DBCS REST API
Informatica
Oracle Data
Integrator
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Oracle Cloud Analytics Platform
Oracle Cloud
Oracle DB
Schema Service
Oracle BI
Cloud Service
Automate Data Management
(ETL) Process
Web based
Metadata Creation
Analytics
Users
Non-Oracle Apps
Oracle/Non-Oracle
Apps
Public Cloud Applications
Relational
Cubes
Flat Files
Data Sync
BICS REST API
PL/SQL Import
DBCS REST API
Copyright © 2017, Oracle and/or its affiliates. All rights reserved.
Oracle Analytics
Cloud
Business Intelligence
Cloud
Data Visualization
Cloud
DeploymentWorkgroup Enterprise
Oracle’s Strategy
Self-Service
Analytics-as-a-Service
IT
BusinessOracle-managed
Customer-managed
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Comparative Analysis of Migration Options
Criteria
#Criteria
Option 1
OBIEE with On-prem DW
Option 2
OAC with on-prem DW
Option 3
OAC with Cloud DW
1Capex Cost
(Software License)Existing OBIEE CPU-based None None
2Opex Cost
(Software License)Oracle Support Fees Subscription for BICS
Subscription:
BICS & DBaaS
3Dependancy on other BI
teamsHigh None None
4Friendly for Reports
DevelopmentYes Yes Yes
5Infrastructure
Requirements
High:
New OBIEE 12c serversLow Low
6Maintenance:
Patching & UpgradesHigh
None for BICS;
Only for DWNone
7Advanced Data
Visualization
Additional License Fee
& Upgrade to 12cIncluded in Subscription Included in Subscription
8 Mobile Accessibility Additional License Fee Included in Subscription Included in Subscription
Migration Best Practices
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Migrating to Oracle Analytics
NewCapabilities
Enhanced Business
Value
Reduced Costs
Leverage Best
Practices
Goals for Migrating to Oracle AnalyticsMigration is not a mechanical exercise, understanding the capabilities, value, and costs for each report
is critical, at the same time, customers need to embrace a sense of agility and flexibility to adapt to the
new environment.
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Speed Time to Value, Lower TCO, Lower Risk
Build from Scratchwith Traditional BI Tools
Weeks or Months
Back-end
ETL and
Mapping
DW Design
Define Metrics
& Dashboards
Back-end ETL and
Mapping templates
DW Design
Define Metrics& Dashboards
Training/Roll-out
Training/Rollout
Quarters or Years
Prebuilt DW design, adapts to other data warehouses
Role-based dashboards and hundreds of pre-defined metrics
Easy to use, easy to adapt
• Faster deployment
• Lower TCO
• Assured business value
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Project Management
User Experience
Business Analysis
Technology Architecture
ENVISION EXECUTE EVOLVE
Program
Establish consensus to achieve
strategic goals and objectives.
Project
Deliver a solution that meets
the end-user’s expectations.
Operation
Improve the operational state
of a production solution.
Strategy
Create the
Vision
Roadmap
Create the
Action Plan
Foundation
Prepare the
Organization
and
Environment
Inception
Establish
Feasibility
Elaboration
Design the
Solution
Construction
Build the Solution
Transition
Deploy the
Solution
Maintenance
Support a
Production
Solution
Assessment
Analyze a
Production
Solution
+
+
+
Our Agile Implementation Methodology
QuestionsType your question into the chat box
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Next up:
[Event] Oracle OpenWorld
October 2-5, 2017
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