dwh/bi enabling technologies management of alternative bi and
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
DWH/BI Enabling Technologies – Management of alternative BI and DWH Dimensions Getting Business into the driver seat
Ulrich Scheuber Sales Development MDM and OPA
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 4
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Challenges in Enterprise Dimension Governance
Oracle Enterprise Dimension Governance Solution
Use Cases
Customer Success
1
2
3
4
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Business User 6
Data Warehouse / Business Intelligence
KPIs
Dimensions
Hirarchies
Quality of Data Reference Data
Business Rules
How do I get control? Agility, Flexibility & Transparency …
Business User related information and logic is managed by IT
Business User’s Challenges
Calculations
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Business User related information and logic is managed by IT
Business User’s Challenges
Business User
Data Warehouse / Business Intelligence
KPIs
Dimensions
Hirarchies
Quality of Data Reference Data
Business Rules
Calculations
How do I get control? Agility, Flexibility & Transparency …
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A Single Change Impacts Many Systems Flexibility and agility are the hallmarks of the Real-Time [Agile] Enterprise
Data Warehouses
and Data Marts
• Oracle
• SQL Server
• DB2
• Teradata
Other
• XML
• Excel
• Text
Multi-dimensional
• Essbase
• Oracle OLAP
• Microsoft
• SAP BW
EPM
BI Website SCM
ERP (EBS,
SAP, Other)
CRM HR / HCM
Hierarchies
Master Data
Dimensions Reference
Data
Enterprise Dimension Governance
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GOALS
RESULTS
What’s Needed to Unlock Potential? Example: The Financial Planning, Management & Close
• Agile Processes
• Centralized Controls
• Built for Change
• Improved Accountability
For CFOs…
• Engineered for Performance
• Centralized and Secure
• Leverage IT Investments
• On-Premise and Cloud
For CIOs…
Performance
Management
Platform /
BI and DWH
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Enterprise Dimension Governance Challenge Example: The Financial Planning, Management & Close
The Challenge of Corporate Reporting Research Study carried out by Dynamic Markets on behalf of Oracle and Accenture. ©2012
88%
20.5 On average it takes 20.5 man days to reconcile and update the chart of accounts at quarter-end
77% Cite data related issues caused delays in the last 12 months
Cite chart of accounts changes cause problems when closing the books
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Challenges in Enterprise Dimension Governance
Oracle Enterprise Dimension Governance Solution
Use Cases
Customer Success
1
2
3
4
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Oracle Enterprise Dimension Governance Oriented to Line of Business
• Build dimensional and hierarchy consistency
• Effectively manage changes
• Across transactional and analytical systems
• Across Oracle and non-Oracle assets
• Accelerator and enabler for: – Enterprise Performance Management
– Financial Transformation Initiatives
– Business Transformation Initiatives
– DWH and BI agility and Business User Empowerment
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Effectively Manage Change with Enterprise Dimension Governance Best Practices
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Change is Everywhere not Just in IT Business Users Understand the Context and Consequences
Front Office
• Realign sales territories
• Reorganize sales team
• Update corporate structure
• Remove contact
• Change address
Back Office
• Restructure product line
• Classify product
• Assign geo region
• Add vendor
• Remove supplier contact
Finance & HR
• New employee
• Chart of Accounts (CoA) re-design
• New cost center
• Add tax jurisdiction
• Map global to local operating unit CoAs
Business
Analytics
• Add new product category
• Add market segment
• New cost centers for next fiscal budget
• Define new profit margin calc
• Map GL accounts to Consol account
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Delegate Governance to Business Experts Enterprise Dimension Governance
• Unique Features
– Drag and drop hierarchy management
– Automatic attribute management with business rules
– Flexible versioning and what-if modelling capabilities
• Benefits
– Empowers users to easily make data changes based on their role and responsibility
– Minimizes manual IT data maintenance tasks
– Enables reliable what-if scenarios and impact analysis
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Effectively Manage Change with Enterprise Dimension Governance Best Practices
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Effectively Manage Change with Enterprise Dimension Governance Best Practices
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Aligning Departmental and Enterprise Hierarchies
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Ensure Alignment in a Single System of Record Enterprise Dimension Governance
• Unique Features
– Cross functional views reconciled in one system
– Built-in referential integrity for dimension management
– Query, comparison, logging and roll-back features
• Benefits
– Ensures consistent corporate definitions and metrics
– Saves time and resources reconciling reports and measures across business units
– Maintains mapping consistency across multiple systems
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Effectively Manage Change with Enterprise Dimension Governance Best Practices
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Delegate Governance To Business Users Enterprise Dimension Governance
• Unique Features
– Change management and data quality remediation workflow
– Pre-validate each request stage by enforcing business policies with rules
– Auto-generate attributes by calculating inherited and derived values
• Benefits
– Stimulates collaboration between business & IT to find data issues and resolve them
– Provides fully transparent activity trail for compliance and audit
– Embraces all players in the entire process
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Sticky Governance for IT Enterprise Dimension Governance
• Unique Features
– Embedded configurable workflow
– Support of R-A-C-I model
– Auto-approve and escalation based on context
• Benefits
– Common technology
– Provides fully transparent activity trail for compliance and audit
– Collaborative environment where :
• Business owns the change management process
• IT keeps control
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Effectively Manage Change with Enterprise Dimension Governance Best Practices
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
EBS r12
Projects and Transformation Dimension Alignment for DWH/BI
Legacy
DWH/BI
Enterprise Dimension
Governance
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Projects and Transformation
Consolidation Data Warehouse
PeopleSoft Navision EBS R12 Acquired Company
Enterprise Dimension
Governance
Planning
Acquisitions
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Enterprise Dimension Governance
EASY TO MANAGE ALTERNATIVE HIRAECHIES &
DIMENSIONS
EMPOWER BUSINESS USERS TAKING CONTROL
ENABLE ROUTINE CHANGES
ENABLE DIMENSION CONSISTENCY
ACCELERATE BUSINESS TRANSFORMATION
PROVIDE TRUSTWORTHY BUSINESS ANALYTICS
INCREASE AGILITY AND FLEXIBILITY
SIMPLE TO GOVERN
REDUCE BUSINESS RISKS
AVOID REPORTING INCONSISTENCIES
COMMUNICATION PLATFORM AMONGST
BUSINESS & IT
Enterprise Dimension Governance value for
DWH and BI alignment
DRM & DRG – One, Single Communication and Change Platform
Summary
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DRM in a BI/DWH environment Reference Data - Data Flows
Process Flows – Existing dimensions, mappings,
rules and calculations get
extracted from ETL processes
– Dimensions, mappings, rules and calculations are managed in DRM
– Changes are sent back to the Staging Area & the Core DWH
– ETL process consumes the
changed reference data from the
Staging Area and the Core DWH
Benefits – ETL processes get rid of hard
coded reference data
Dimension Management - Done by Business integrated into ETL process
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Program Agenda
Challenges in Enterprise Dimension Governance
Oracle Enterprise Dimension Governance Solution
Use Cases
Customer Success
1
2
3
4
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Change Management Use Cases - Samples
Organization Restructuring
Product Category Redesign
Position-based Purchase Authorization
Cost Center Owner Change
Sales Team Restructure
Market Segmentation Changes
New Financial Account Request
Reporting Hierarchy Changes
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Data Remediation Use Cases - Samples
Data Validity
Data Similarity
Data Completeness
Data Differences
Data Consistency
Data Query
Data Decay
Find / Search
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Challenges in Enterprise Dimension Governance
Oracle Enterprise Dimension Governance Solution
Use Cases
Customer Success
1
2
3
4
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
The vast majority of CVI Members with DRM agreed or strongly agreed that they had received all of the significant benefits suggested.*
Realizing Significant Benefits from Oracle Data Relationship Management (DRM)
0% 20% 40% 60% 80% 100% 120%
Cost effective dimension/hierarchy management
More consistent reporting
Hierarchy alignment across EPM/BI and operational systems
Auditability of dimension/hierarchy changes
Ability to manage several versions of the dimensions/hierarchies
Reduction in hierarchy inconsistencies
Reduction in time spent managing hierarchy changes
% of CVI Members with DRM
Agree Strongly Agree Neither Agree nor Disagree
*Preliminary Results
© 2013 Oracle EPM Customer Value Index (CVI) BI and Enabling Technologies (Preliminary Results)
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• Enabled 3 alternative product hierarchies, for product ops, Sales, Marketing, Global Support orgs
• Business has the power to change master data with no IT intervention required
• Governance around hierarchies implemented to manage them effectively and safely
• Data integrity and security assured by business controlled access and comprehensive audit tracking
US IT Company - Single Source of Truth enables BI
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More Information
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