OBIEE Capability

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Oracle Practice Snapshot

HorizontalApplications

1. Oracle E-Business Suite 11i, R12,12.1

2. PeopleSoft 8.3, 9.0,9.1

3. Siebel 7.x, 8.0

4. JD Edwards – XE & E1

Industry Applications

1. Oracle Life Sciences

2. Oracle Utilities

New Dimension Applications

1. OTM

2. Demantra

Analytics1. OBIEE

2. Hyperion

Global Rollout

Implementations, Configuration & Development

Design & Product Blue Print

Application Management/ Operations Consolidation

Upgrade and Migration

Assessment Services

Oracle Technologies

1. SOA & BPM

2. Portal and Content Mgmt.

3. IDM

4. Database11g

Co Development

Deployment & Maintenance

A 2500+ strong Oracle Practice with 200+ customers spread across North America, Europe, the Middle East, APAC and the ANZ regions.

Investment in Oracle Solution labs to accelerate product development & solution capabilities

Oracle Partnership

Pre-built solutions, IP’s/ Frameworks, Solution Accelerators & reusable components

Strategic Enablers

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Our Vertical Representation

Hitech and Mfg Life Sciences Retail and CPG

Ver

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ust

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Pro

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& S

olu

tio

ns

Siebel AECM – FDA Integration for Medical Devices reporting, Siebel for

BA/BE studies, InHouse©

Oracle Life Sciences, EBS. PeopleSoft, JDE, Demantra, Siebel, Hyperion,

OBIEE, Fusion and DBA

Fabless Mfg., VSOE, Shipment Solution, Contract Management

Solution & InHouse©

Oracle EBS. PeopleSoft, JDE, Siebel, Hyperion, OBIEE, Fusion and DBA

Track & Trace, Merchandizing and Point of Sale Solution

Retek, EBS, PeopleSoft, JDE, Siebel, Hyperion, OBIEE, Fusion and DBA

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Our Vertical RepresentationV

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cal

Cu

sto

mer

sP

rod

uct

s &

So

luti

on

s

BFSI

End-to-End integrated Insurance solution

EBS, PeopleSoft, JDE, Siebel, Hyperion, OBIEE,

Fusion and DBA

Travel and Logistics

OTM, Oracle E-Bus, PeopleSoft, Siebel, Hyperion,

OBIEE, Fusion and DBA

Media and Communications

Siebel, Oracle EBS, PeopleSoft, Hyperion,

OBIEE, Fusion and DBA

Govt

Case Management Solution and PIIMS Solution on Siebel

Siebel, EBS, PeopleSoft, Hyperion, OBIEE,Fusion and DBA

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OBIEE Practice Profile

70 + Consultants 50% Certified CRM Analytics Financial Analytics Supply Chain Analytics

MethodologiesiDEA – Consulting FrameworkBIM – Business Intelligence Methodology

Service OfferingsConsultingImplementationApplication Support and MaintenanceUpgrades

OBIEE CoE – Industry experience

Industry Specific CoE – Hi-Tech, Manufacturing, Media, Pharma, Retail, Banking and Finance …

Clients Over 10 Engagements Executed Multi-location, Multi-functional,

Multi-Technology engagements

Oracle Certified Advantage Partner6+ years of Consulting Alliance with Siebel

Service Offerings MapService Offerings & Credentials

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Reports needs and design Remediation Services

Global template definition Implementation Data Migration

Version upgrade Upgrade Assessment Re-implementation

Application maintenance Hosting Reports Factory

CONSULTING

IMPLEMENTATION

APPLICATION SUPPORT

UPGRADES / MIGRATION

STC – Remediated the ETLS/Reports that was available in the client’s premises

CSLB – Implementing global report templates ADJD – Complete OBIEE implementation Deutsche Bank – Migration of data to the OBIEE database

ADJD – Actuate to OBIEE (Upgrade/Re-implementation) SCB – Assessment of implementing OBIEE for reporting and the

backend from Essbase to Oracle

Autodesk – ASM SKF – Hosting Elsevier – Reports Factory

iDEA – BI Consulting Framework

initiation

Diagnosis

Action Plan

Eva

luat

ion

Set

Context

Build

Sponsorship

Define

Charter

Assess

Application

Portfolio

Assess Business Process

AssessBI Process

Criticality/

Risk

Analysis

Outsource/ Offshore Analysis

BI Need Analysis

Prioritize Actions

Define

Roadmap

iDEA – Execution Approach

Set Context

Define Objectives

Build Sponsorship

Identify Stakeholders

Baseline Approach

Baseline Plan

Review business process and IT application portfolio from a BI perspective

Study application customization & integration

Study Interfaces, Project & Product Environment

Assess BI Process Maturity

Assess Development/ Maintenance Process

Assessment of BI Strategy -Methodology, Processes, Tools, Techniques & Priority

Criticality & Risk Analysis

BI need Analysis

BI Scope Analysis in the defined business context

Offshore/Outsourcing feasibility Analysis

Cost Benefit Analysis

Consolidation of findings

Categorization of Applications from BI perspective

Prioritization of Actions

Review and Baseline findings

Propose roadmap

Initiation Diagnosis Evaluation Action Planning

Onsite

Deliverables

Business Requirements Document Analytics reports and dashboards requirement document Offshore/ Outsourcing feasibility analysis document Cost Benefit Analysis Roadmap

Discover Development

BIM – Business Intelligence Methodology

Project Plan

Application Configuration

Building Warehouse

Schema

Create and Developing

ETL Mapping and script.

Loading Data

Data Cleaning

DAC Setup

Error Handling

Release Test

Performance planning

Executing pre and post deployment activity

Development checklist

Design Deploy

Solution Integration

Integration Testing

Backdated Data Load

User Documentation

Deploy final implementation

Production Environment Setup

Moving Test data to Prod.

End User training

Deployment Checklist

Project Close-out Report

• Data Model Document

• Foundation Document

• Analytics Design Document

• Data Warehouse (ETL) Design

Document

• Unit Testing documentation• Test Script template• ETL Script documentation• Training documentation

(presentation/instruction

manual templates)

• Deployment Checklist

• Project Close-out Report

• Lessons Learned Form

Testing

Deliverables

Functionality Testing

System Testing

Load Testing

Performance testing

User Acceptance Test

Teat Case Development.

Defect Management.

Defect Report

Defect Tracking

Change Management.

• Testing documentation• Test Script Template• Training documentation

(presentation/ instruction

manual templates)

Data warehouse schema Design

Informatica repository Design

Analytics Repository Design

DAC Design

Report, Dashboard Design

Authentication and Authorization

Pre and post development activity

Release Activity

Signoff

Develop Prototype

User Feedback

Validate Design plan

Incorporate Changes

Project Planning.

Leveraging New Functionalities

Pain Points / New Business Functionalities

Data ware house Assessment

Star Schema Assessment

Database assessment

Integration assessment

Report and dashboard assessment.

Authentication and authorization assessment

Assessment Checklist

Gather Requirement

User Interview

Identify KPI’s

• BRD• Agenda User Interviews• User Interviews Minutes• Analytics Report

Requirements document• Data Sources Specs

(Onsite/Offshore)

Operational SourcesOperational Sources

SiebelDB

Browser PDA WAP/Voice eMail

XML

MerchantRDBMS

Legacy/Host

Existing ODS,Data Warehouses,

Data Marts

SRMW server with pre-built

ETL programs

Siebel Analytics Applications

Verticals : Auto, Consumer Sector, Life Sciences, CME, Finance, Insurance …

Horizontals : Customer, Sales, Service, Marketing, Executive, PRM, ERM …

Answers &Intelligence Dashboard

(Interactive Access)

DeliversiBots Technology(Proactive Alerts)

Analytics Server Access(Open Interface)

OBIEE Server

Pager

SiebelRelationshipManagementWarehouse

Analytical SourcesAnalytical Sources

OBIEE – complete solution

OBIEE Expertise: Implementation of OBIEE/Analytics in CSLB, ADJD, DB, SCB, STC, Elsevier,

Autodesk, SimCorp, IRD Implemented OBIEE 10.1.3.4, Siebel Analytics 7.8.2, 7.7x 70+ OBIEE/Siebel Analytics trained consultants Siebel Application and Siebel Analytics integration

Case Studies

A SIEBEL CASE STUDY

Industry: Hi-tech

Service Areas: Application Development, Implementation & Testing; Business Process Improvement

Topology: Siebel 7.7; Siebel Analytics 7.8; Siebel Call Center / Siebel Analytics – (Development, Customizations, Extensions)Opportunity Tracking, Employee Activity Management, Campaign and other modules

OBIEE/Analytics Case Study – 1 Client: A leading supplier of specialized software for financial institutions

CLIENT

A leading supplier of highly specialized software and expertise for financial institutions and Corporations; Develops and globally markets integrated investment and treasury management Systems; Also offers training, competence building programs and consulting services giving clients access to its expertise in global finance; Headquartered in Denmark and has subsidiaries throughout the Nordic region as well as in Belgium, Germany, Switzerland, Great Britain, Hong Kong, Australia, Singapore and the USA; Has approximately 700 employees

CHALLENGES / OBJECTIVES

To handle increased volumes of Siebel CRM and Siebel Analytics requirements and provide a rich knowledge base on the Out-of-Box solutions for the client’s reporting requirements

To enable a separate testing practice for Siebel and Analytics (As there was no dedicated testing team, the domain managers spent extensive time for testing)

To develop automated test scripts as all test scripts were manually executed, which consumed an enormous amount of time for the domain managers

One of the major objectives was to demonstrate the feasibility of HCL’s Onsite-Offshore model as this was a first in the company’s history. (The challenge lay in the areas of remote connectivity and process definition)

To improve processes in relation to the existing SDLC phases as there was a lack of specifications

THE SOLUTION

Supporting the company’s Siebel CoE in order to handle increased volumes of Siebel requirements

Developed 100 Analytics Measurements using Siebel Analytics, and Informatica Power Mart 5.1.2

Enabled Siebel Analytics Best Practices and streamlining Development, Test & Production environments for Siebel CRM and Siebel Analytics

Implemented Oracle and suggested Performance Action points for Siebel CRM

Provided process definition to effectively manage the testing practice. The definition involved defect tracking, reporting and resolution processes, and the manual test script baselining process

Prepared test plans and test cases for each release cycle

The connectivity challenges were successfully countered by the VPN connectivity, and appropriate process definitions were set to enable smooth execution through the onsite-offshore model

Executed test scripts during the release cycle and regression phase. Also, smoke testing was performed during database upgrades and new environment setup

A time tested process was defined for Siebel Analytics report testing

Constructed Use Case models for new requirements and converted them to manual test scripts

Converted manual test scripts to automated test scripts using Mercury Tools

Monitored the testing cycle and environment setup and facilitated the smooth execution of test labs in the Onsite-Offshore model for Siebel testing

Our first implementation project in Denmark

The modeled Siebel Analytics repository and SRMW is now inline

with Siebel Analytics Best Practices for the Hi-Tech industry

Significantly reduced developmental efforts for enhancements by

modeling the schema

Substantial savings in operational costs through the onsite/offshore

model

Increased customer confidence by demonstrating successful

onsite-offshore model and seamless working of two teams through

uninterrupted VPN connectivity

Efficient execution of test scripts by use of automation tools like

Mercury QTP

Provided consultancy for improvements in business processes

(introducing efficiency & transparency in business processes).

Restructuring of activity flow to track progress on processes like

testing and defect reporting

RESULTS / BENEFITS

A SIEBEL CASE STUDY

Industry: Public Sector

Service Areas: Application Implementation

Topology: Siebel Analytics 7.8.2;Dat a Integration;Employee Authentication & Provisioning; Cases , Case Plans and Risk Modules; SeeBeyond Middleware and XML over HTTP protocol

OBIEE/Analytics Case Study – 2 Client: A Government Organization in New Zealand

CLIENT

A Government Organization in New

Zealand; Responsible to the

government for the administration of

the Income Tax and Capital Transfer

Duty Acts, and the enforcement of

Social Security contributions under the

direction of the Ministry of Finance;

Has over 4,700 staff based in 17 cities

and towns in New Zealand

CHALLENGES / OBJECTIVES

Implementation of the Siebel

Public Sector and Siebel

Analytics Application

Data/Application Integration –

with Data Warehouse

Applications , SAP and other

legacy applications

Adherence to Stringent Security

Requirements

Mapping the Out-Of-Box

functionalities to suit the

business requirements of the

organization

THE SOLUTION

Design and Configuration of the Siebel Application according to Business Needs

Planning and Development for Data Extraction and Loading

Design and Development of Analytics Reports

Design and Development of ETL Mappings using Informatica

Implementation and Configuration of DAC

RESULTS / BENEFITS

Information created using the Analytics Reports has tremendously improved the efficiency of revenue forecast

After Implementing Siebel, the investigation period for cases has been reduced to 80%

Successful Implementation of both Siebel and Siebel Analytics Applications in Hamilton and Auckland

More implementations to

follow for other cities as well

OBIEE/Analytics Case Study – 3Client: Global leader in the plasma protein biotherapeutics industry

CHALLENGES / OBJECTIVES

To have 360 degree view of their Customers

Standardize Sales and Marketing operation across the globe

Unified application across all global markets with strong integration with back office systems

Deliver user-friendly, automated global CRM solutions that can execute highly time-sensitive Pharmaceutical, Medical programs

Provide the client with effectively managed highly scalable projects adhering to strict process guidelines, implementing Best practices – minimize cost of execution while delivering value

THE SOLUTION

Studied and harmonized the business requirements gathered for all 18 markets. Conducted global workshop and JAD sessions for requirement finalization. These requirements are currently getting developed and deployed as a Single instance for 18 markets with multilingual capabilities

Application development using HCL’s most successful 5D methodology for CRM solutions and HCL’s proprietary BIM methodology for analytics application while tackling strict deadlines

Application Implementation –providing flexible, user friendly Siebel Pharma application to support the client’s global CRM needs and BI Analytics solutions

Application Automation – providing highly automated solutions for BI Analytics to complement the Sales, Marketing, Business Operations processes and increase productivity

CLIENT

A global leader in the plasma protein biotherapeutics industry. CSL Behring is engaged in research, development, manufacture, marketing and distribution of biopharmaceutical and allied products

A ORACLE-SIEBEL CASE STUDY

Industry: Life Sciences

Service Areas: Global Application Deployment, Application Automation, Analytics Solutions, Application Integration, Data Migration & Support

Topology: Oracle – Siebel Pharma application; Process Consolidation; OBIEE 10.1.3.4 with OBIA7.9.6;5D development methodology and BIM-OBI Analytics solutions;

RESULTS / BENEFITS

Road map for most challenging Global roll out for 18 countries in a single instance is being carried out effectively with the honed skill set

Standardized the global business processes and local requirements

Global Implementation and tightly integrated Pharma application. This Implementation provides plethora of services to Sales, Marketing, Customer Service, Medical and Business Operations of CSLB across the globe

Delivered value and reduced costs using our Onsite Offshore methodology, demonstrating effective project management on complex medical programs

VALUE DELIVERED Executing the Second Phase (Phase 3b) of the global

roll out before schedule and enhanced functionality even more than what was agreed together with the client, while adhering to strict process guidelines and with best practices

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Leading Insurance Company (India)

CHALLENGES / OBJECTIVES

Some of the main objective for this Engagement are

• Enable Customer centric Organization

• Facilitate three tier Organization

Structure as envisioned by Client

• Integrated process across the functions and Organization

• Provide Robust Analytical capabilities

• Expedite introduction of new insurance policies/products

THE SOLUTION HCL proposed and implemented following solution to

the customer

Technology Solution • Application Architecture • BI/DW Architecture • Hardware Approach• Infrastructure Approach

Transactional System Total 5 transactional systems

BI / Data Warehouse• Completed pilot OBIEE/OBIA instance with

integrated data from Insurance, Financials, HR and CRM systems

• Currently doing a Joint Application Design for BI

• It is planned to have:• DWH would serve as the integrated data

store for all reporting, analytical, forecasting and planning applications

• Details – hold lowest level for reporting, scheduled, ad-Hoc

• Summary to hold aggregated data for analytical reporting purposes

• ACRM to hold data for analytical CRM reporting purposes

• SAS hold data for published data mining models and advanced analytics

• CPM – hold Dashboards, KPI analytics and planning information

• Master Data Structure – hold master information for customers, products, branches etc

CLIENTClient is one of the leading public sector insurance companies of India, carrying out non life insurance business. Headquartered in Kolkata, Client network of about 1000 offices, manned by more than 16,000 skilled personnel, is spread over the length and breadth of the country covering remote rural areas, townships and metropolitan cities. Company foreign operations are carried out from its branch offices in Nepal.

A ORACLE-SIEBEL CASE STUDY

Industry: Insurance

Service Areas: HCL partnered with SAS, Oracle for Software and IBM for Hardware and provided complete DWBI environment set up including installation of hardware and software and currently working in Development Phase

Topology: Oracle Financials, people soft HR Management, Seibel CRM, Oracle Data Integrator, OBIEE 10.1.3.4, OBIA 7.9.6, Data Flux, oracle 10g, HP Unix, Document management

RESULTS / BENEFITS

•Standardized the business processes and local requirements

•Defined industry best practice dashboards and reports

•Tightly integrated Insurance application. This Implementation provides plethora of services to Insurance, Financials, HR, CRM, Data ware house and Business Operations of NIC.

VALUE DELIVERED•Completed Discovery Phase on for all the tracks•Proof-of-Concept •Executing Design phase•Suggested improved business process

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Challenges / Objectives

Application Environment

Hardware: OS: Windows 2003 Server on Intel Xeon 2,8GHz,IIS Web Server on Windows 2000 SP4Tools:,Informatica Power Mart 8.1,

Sector / Industry

Public Sector

Service Areas

Supporting the Client‘s OBIEE – Application Development, Implementation & Testing

Business Process Improvements

Providing services aim to facilitate the judge's task to bring about justice which would reflect the world-class services that the judicial department planning to provide the court users with

ADJD administers the justice to the citizens of the United Arab Emirates and ensures that the justice is served to all citizens irrespective of the class and powers the participants hold.

Client / Case Background

• To create a world class case management system and to better manage the court process. The application should be made available in English and Arabic

• Provided OBIEE and OBIA reporting solutions for case management

• Conducted Pilot POC with Siebel CRM and HR analytics.

• To define all case management processes and integrate various departments to facilitate case flow cycles

• Allocate cases automatically to respective panels considering the court and panel working days and follow existing logic of odd/even assignments

• Identify and define numbering logic for cases

• Recommended Siebel Public Sector CRM from Oracle to build the case management system (CMS). Implemented the application in both English and Arabic language.

• Achieved end-to-end case management by standardizing the legal functions on a single platform. Provided a central repository for all case-related information.

Topology

OBIEE 10.1.3.4 & OBIA 7.9.5.1

OBIA – Public Sector – (Development, Customizations, Extensions)

Case Management

SNAPSHOT

Case Study – Judicial Department , Middle East.

Thank you