Implementing Oracle BI EE

A practitioner's perspective

Who am I?

Chris MaraisPrincipal Analytics ConsultantNavigor CRM

Agenda

General The key elements of a successful implementation Phases of a typical implementation Challenges faced during each phase Flexibility of Oracle Business Intelligence enterprise edition

Standard Bank Implementation Background – Team and Project Challenges faced Key Learnings

Summary and Q & A session

What are some of the key elements for a successful Implementation?

Executive Belief and Sponsorship The thing always happens that you really believe in; and

the belief in a thing makes it happen. Frank Lloyd Wright (1869 – 1959)

Design must cater for adaptability and resilience Adapt or perish, now as ever, is nature's inexorable

imperative. H. G. Wells (1866 - 1946)

Information must be reliable and trusted by key decision makers Gain a modest reputation for being unreliable and you

will never be asked to do a thing. Paul Theroux (1946- )

Listen to the business

A good listener is not only popular everywhere, but after a while he gets to know something. Wilson Mizner (1876 – 1933)

What implementation approach do we follow at Navigor CRM?

eRoadMap MethodologyA proven, eight-stage, rapid implementation methodology for phased rollouts:

Aligns with Siebel implementation best practices Focuses each phase on a specific

business objective Produces meaningful results in a reasonable amount

of time Generates enthusiasm for the new system with quick

wins Allows client personnel to learn by doing Tests new ideas in a low-risk format Applies lessons learned early in deployment Isolates potential problems and minimizes surprises

(From the Siebel Project Implementation Benchmark white paper)

DefineDefine

ConfigureConfigure

DesignDesign

DiscoverDiscover

ValidateValidate

DeployDeploy

PlanPlan

SustainSustain

Define

In the absence of clearly-defined goals, we become strangely loyal to performing daily trivia until ultimately we become enslaved by it. Robert Heinlein (1907 – 1988)

DefineDefine

ConfigureConfigure

DesignDesign

DiscoverDiscover

ValidateValidate

DeployDeploy

PlanPlan

SustainSustain

Discover

The most exciting phrase to hear in science, the one that heralds new discoveries, is not 'Eureka!' (I found it!) but 'That's funny ...' Isaac Asimov (1920 - 1992)

DefineDefine

ConfigureConfigure

DesignDesign

DiscoverDiscover

ValidateValidate

DeployDeploy

PlanPlan

SustainSustain

Design

Design is not just what it looks like and feels like. Design is how it works. Steve Jobs (1955 - )DefineDefine

ConfigureConfigure

DesignDesign

DiscoverDiscover

ValidateValidate

DeployDeploy

PlanPlan

SustainSustain

Configure / Build

Programs must be written for people to read, and only incidentally for machines to execute. Abelson and Sussman

DefineDefine

ConfigureConfigure

DesignDesign

DiscoverDiscover

ValidateValidate

DeployDeploy

PlanPlan

SustainSustain

Validate

If you can't test it, don't build it. If you don't test it, rip it out. Boris Beizer

DefineDefine

ConfigureConfigure

DesignDesign

DiscoverDiscover

ValidateValidate

DeployDeploy

PlanPlan

SustainSustain

Deploy

It takes multiple product releases to change people’s quality perception about one bad release. Scott Guthrie

DefineDefine

ConfigureConfigure

DesignDesign

DiscoverDiscover

ValidateValidate

DeployDeploy

PlanPlan

SustainSustain

Oracle Business Intelligence Enterprise Edition

Brief Technical Overview

High level overview of Oracle Enterprise Edition

XMLExcel

Flat Files

Multi-Dimensional

SAP BWOracle

MicrosoftSQL

ServerTeradata IBM DB2 OLTP

ODSData

WarehouseData Marts

Oracle BI Server

MS Office

Leverage any Data SourceOptimized native SQL; Source-specific function shipping

Access with other toolsOpen SQL query interface

OtherBI ToolsPortals Other

ApplicationsOracle, MSFT AD, Sun iPlanet, Novell

Others …

Integrate with portals & appsXML, SOAP API, JSR168 support

Leverage existing security

The flexibility of Oracle Business Intelligence Enterprise Edition Provides an end to end solution with out of the box best practice

methodologies. Can fit within your current environment Can provide access to different data stores and display the consolidated

information seamlessly Built in visibility framework allow a “build one report” serve the masses

philosophy It is “Aggregate aware” and will source data from the most cost effective

route Best of breed toolset available for extracting transforming and loading

data (ETL) Zero footprint client and can be hastily deployed to thousands of users Upgrades are simple and allow teams to focus on functionality rather

than technology

Standard Bank Implementation

Background – Team and Project Project brief was to fulfill 10 key MIS requirements,

measure performance, support user KRA‘s, improve customer service and risk management.

Implementation team consisted of:

Project Manager Business Analysts Data Warehouse Architect Application Developer

Business / Credit ManagersProject ManagersChange ManagerTrainers

Expert Services

What were some of the challenges faced? Implementation of a new technology within

Standard Bank Tight timeframes within which to implement Translating somewhat advanced banking

calculations and rules into Analytics

What were some of the key learnings? Focus on data warehousing facilitates

solution delivery System flexibility is critical as requirements

evolve and needs change Understanding what information means

should come before access to information

Summary / Q & A

Any questions?

Thanks

Enjoy your day