1. RapidDecision® What are the Steps to BI Success
Presented by:
Name goes here
Title goes here

2. Implement successful Business Intelligence Strategy…
JUSTIFY
SELECT
IMPLEMENT
ADOPTION
EXPANSION
THE NEED for Business Intelligence
DETERMINE approach and ACQUIRE software
EXECUTE based upon selection
FOCUS on user adoption
to ensure success!
EXPAND to new areas within your organization
Need to Justify
Correct BI is different by Client
Execution different by BI choice
Without this you fail
THIS IS THE BEEF

3. ? ! ? ! Market Dynamics ? You Shareholder Concerns Lack of Visibility
Organizations and people at all levels within these companies are challenged with many different competing forces such as : Shareholder concerns, market pressures, uncertainties that are uncontrollable like the price of oil, European currency, defaulting economies, Inflation in China, and global competition. The list goes on……
Some of the challenges that they face are……
Next slide……. ? ! ? ! ? ? ! ? !
Global Competition
Macro Uncertainties

4. Users Need TIMELY, ACCURATE, and CONSISTENT Data
SALES & MARKETING
CIO
SUPPLY CHAIN
CEO
FINANCE
“I don’t trust the revenue numbers, where does the data come from? It’s quarter end today!”
“I’m being audited by the SEC, I need the last 5 years of revenue data today!”
“The backlog of report requests is OUT OF CONTROL!”
“I have all these open orders – do I have enough inventory on hand????!”
“What is our current customer renewal rate? I need to respond to our CEO today!”
“How do we increase revenue and margins while reducing costs across the board???”
Pressure on the CEO to increase rev and reduce costs…. Finance is constantly asking questions and reconciling data – they don’t trust it…
The lack of visibility into the data within an organization makes it very difficult for leaders within these companies to make confident decisions. They need and demand access to information – now – wherever they are.

5. Justify BI

6. Justify BI It IS…… …more than faster reporting
This is where many customer successfully Justify
But…
It can be more and is more

7. Justify BI It’s ALL about profitability
Increasing revenue
Reducing Costs
Improving Efficiencies
Better Asset Management
Increasing and Reducing are always there
Improving and Better are Examples of more
Yours will be Increasing and Reducing PLUS

8. Justify BI What is your business case? Reducing your AR?
Lowering your DSO?
What is your business case?
Reducing Inventory?
Slow-moving Inventory?
On-time delivery performance?
Retaining customers?
Order to cash?

9. Justify BI To be successful… …you must the Business
Benefit Opportunity

10. Justify BI Business Intelligence Benefit OPPORTUNITY
Reduced data entry
Reduced report development costs
Reduced error Processing
More efficient administrative and processes
Customer/Product Profitability
More competitive pricing
Improved customer loyalty
Integration of sales, delivery billing and AR
Business Intelligence
Real time views across business processes
Real time alerts to operational problems
Trend analysis on Inventory & AR
Real time information for direct customer interaction
Executive dashboards
Consistent use of KPI’s
Real time access to data
Fewer silos between apps

11. BI Selection

12. BI Selection
Now that you have a business case…
…where do you start?

13. Unlocking the Data ?

14. Oracle E-Business, PeopleSoft and JD Edwards Data: How to Handle the Complexity
Company Name
Business Unit Code
Account
Level of Detail
Amount

15. RapidDecision a Pre-Built Data Warehouse for E-Business, PeopleSoft, and JD Edwards
Customer
Item
Purchase Order
E-Business
GL Transaction
Work Order
Invoice
PeopleSoft
Voucher
Receipt
Sales Order
JD Edwards
Shipment
Supplier
RapidDecision
Other Data Sources
TRANSFORM
RENAME
TRANSLATE
RENUMBER
CUSTOMIZATION

16. Business Intelligence SAP Business Objects Data Services
RapidDecision® A B C D
EBS
Repository
Translate
Transform
Renumber
Rename
PSFT
ETL/
CDC
Business Intelligence
JDE
Build out A-D
Other Sources
SAP Business Objects Data Services

17. BI Selection ERP Other Considerations: Real time vs. nightly refresh
Direct Connect with Adapters
Value
Other Considerations:
Real time vs. nightly refresh
Other data sources
Speed of implementation
Source system upgrades (JDE or PS)
Impact on Production system
Cross-module reporting
Enterprise BI No Data Warehouse
Value
Enterprise BI with Pre-Built Data Warehouse
Value
We are hiding this for now……. So no more work required as of now – we may revisit later – we think we have handled this in the previous slides…..
TIME

18. BI Selection Tools Direct connect if that meets your needs
Hidden for now….. May revisit… but next slide should do it …..
Direct connect if that meets your needs
Fixed solution low-cost

19. BI Selection IBM/Cognos Microsoft MicroStrategy Oracle
Major Players
Minor Players
IBM/Cognos
Microsoft
MicroStrategy
Oracle
SAP Business Objects
Noetix
Cetova
Insight Software (GL Company)
QlikView
Q4biz

20. BI Implementation

21. BI Implementation YOU HAVE TO HAVE A PLAN Requirements Expectations
Execution
Rewards
We want to change this to show – Requirements – Expectations – Execution – Rewards
and we want only 4 slides subsequent to this to support these topics…

22. BI Implementation YOU HAVE TO HAVE A PLAN Requirements Expectations
Execution
Rewards
A successful BI implementation involves:
Gathering requirements
Training
Planning
Project management
Just like any other project
You MUST have the requirements complete AS possible
Don’t shoot for perfection

23. BI Implementation YOU HAVE TO HAVE A PLAN Don’t set the expectation
Requirements
Expectations
Execution
Rewards
that EVERY issue will be solved
Don’t set the expectation
SET them

24. BI Implementation YOU HAVE TO HAVE A PLAN Define, identify, deliver
Requirements
Expectations
Execution
Rewards
Define the path
Identify the team
Keep deliverables set to 4–6 weeks
Define, identify, deliver
Use seasoned BI professionals and keep the SCOPE DOABLE

25. BI Implementation YOU HAVE TO HAVE A PLAN Requirements Expectations
Execution
Rewards
The upside potential in cost savings FAR outweighs the acquisition cost
Rewards: Tie to results
Focus on the rewards
If you simply build it … They will NOT come
You must do some screaming from the rooftops on what you did.
YOU MUST SELL IT – UP – DOWN – and ACROSS

26. BI Implementation Implementation can be easy...
…getting the value from the technology can be hard
Focus on the rewards
If you simply build it … They will NOT come
You must do some screaming from the rooftops on what you did.
YOU MUST SELL IT – UP – DOWN – and ACROSS

27. BI Adoption
Change to BI Adoption

28. BI Adoption Executive Sponsor must help drive BI
Ensure their BI solution is rolled out to their entire End User community
Executive Sponsor must help drive BI
BI should be accessible to ALL levels of the Organization
Training
Establish a BI Center of Excellence

29. Conclusion Improve the process... …with targeted information
Implementing a business intelligence (BI) program takes more than just installing the technology
A successful BI program involves a set of concepts and methods designed to improve the business decision-making process by putting targeted information into the hands of those who need it most
Improve the process...
…with
targeted information

30. Invitation to free monthly webinar:
RapidDecision provides educational webinars, scheduled monthly.
These webinars are designed to show you how, as an Oracle e-Business, PeopleSoft or JD Edwards customer, you can rapidly implement a data warehouse.
RapidDecision attends all the major Quest meetings, participating in the elective sessions and Exhibitor Showcases.
It takes a lot to get BI right or “Let’s talk about getting it right”
Explain Fixed price and Guaranteed – expand on what they get

31. Take a Test Drive……

32. Schedule an Onsite Meeting with RapidDecision®
Joe Guerra
Renowned Expert in Business Intelligence solutions
Innovator and architect of RapidDecision®
More than 24 years experience
Frequent speaker and panelist on Business Intelligence & Data Warehousing

33. What are the Steps to BI Success?
Questions and Answers

34. To Learn More About RapidDecision® or to Arrange a Demo…
Call: ext. 5812
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