1. Apps Unlimited Business Intelligence Design Guidelines and Patterns for OBIEE 10g
Adesh Singh, Madhuri Kolhatkar, Jayanth Ananthakrishnan
27 October 2008

2. Objectives for the meeting
Overview and vision for BI design patterns
Share design patterns for OBIEE 10g
Demonstrate how these patterns could be consumed
Discuss how we can include Philippe Lions guidelines into the site
Discuss how to maintain and update these patterns
Overall value add for having “one stop shop” for OBIEE Design Patterns

3. Agenda Background Design Patterns Overview Using Design Patterns
Parts of a Design Pattern
OBIEE 10g Guidelines
Potential consumers
Value Addition
Next Steps
Appendix

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Background

5. Objectives for OBIEE10g Design Patterns
Use standards based approach to provide user experience support various BI Dashboards and Apps under Apps Unlimited and GBUs
Help Product Managers, Strategy and Development teams to design and conceptualize usable and effective BI applications
Help maintain consistency in the BI application developed under different product lines and industry pillars
Help Partners, Implementation Consultants and Customers to customize their own BI applications

6. History Project Milestone Activities Timeframe
Apps Unlimited BI (AUBI) team formed under Lenley
Jan 2008
AUBI Strategy requested Madhuri to provide design patterns for BI consoles
Mar 2008
First set of OBIEE10g patterns were developed and reviewed by UE team
May 2008 – Sep 2008
OBIA strategy team worked upon design guidelines for OBIEE10g based dashboards
Jul 2008 –
Oct 2008
Madhuri’s team connected with OBIA teams for sharing the patterns
Oct 2008 – Nov 2008

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Design Patterns Overview

8. Design Patterns Introduction
Design patterns are common flow or page designs that are used across product families
Patterns are built according to common requirements using industry best practices and tested for usability
OBIEE 10g design patterns are focused upon BI dashboard and analytic applications
BI patterns are generic and could be applied across different business domains
BI patterns were validated with the Fusion Dashboard patterns, JDE EOne dashboard design patterns and BI Dashboards Design Guidelines developed by AUBI strategy team

9. Design Patterns Development Process
IDENTIFY
AUTHOR
VALIDATE
RELEASE
Scenarios
Pattern sets
Individual patterns
Create template
Create draft
Review
Iterate
Apply patterns
Gather feedback
Update patterns
Publish
Gather feedback
Update patterns
Stage 1 - Identify
Collected usage scenarios from AUBI teams
Created generic task flows for a BI user
Identified and prioritized top 20 design patterns
Stage 3 - Validate
Conducted reviews internally (UX)
Conducted review with Dev and Strategy
Usability Test of the design patterns
Stage 2 - Author
Developed pattern templates
Authored top 20 patterns in two phases
Developed a design filter tool
Stage 4 - Release
Published a pattern website
Currently communicating the patterns work with various BI teams

10. Design Patterns Pattern Areas
Page layouts
Summary page layouts patterns
Metric details page layout patterns
Page regions
Page regions and container patterns
Messages and Notifications
Alerts and notification patterns
Messaging and services patterns
Errors and warning patterns
Navigation
Dashboard navigation patterns
Report navigation patterns
Chart and graph navigation patterns
Grid and tabular navigation patterns
Information display
Charts and graph patterns
Analytic grid patterns
Correlate and compare graph pattern

11. Design Patterns Pattern website
A dedicated website has been designed to host BI Patterns
The website provide easy access to patterns and help users decide and identify appropriate patterns
Find OBIEE 10g patterns at

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How to use Design Patterns?

13. Consuming the patterns
It is very critical to understand your users of the intended BI application
Before start using the patterns, identify the following:
Who are the users of your application?
What are their roles and critical tasks, they need to perform?
Under what circumstances are they going to use your application?
Understand the business and personal goals of the users
The answers to the above questions will help you identify the most appropriate patterns for your usage

14. Identifying right pattern Tree menu
Tree menu provide easy access to browse through all the patterns
The collapsible tree menu help users to focus on specific patterns

15. Identifying right pattern Patterns sets
Pattern set group two or more patterns
Provide basic details about each pattern and link it to the pattern description page
Contains decision table to help identify the right pattern within the set
Contains related guidelines and patterns

16. Identifying right pattern Decision table
Decision tables is an effective tool to identify the appropriate patterns
Table could contain several questions on user role, data requirements and business goals etc.
The responses to the given questions in the table help identify the one or more applicable patterns
User could directly jump to the pattern details from the table

17. Identifying right pattern Related guidelines and patterns
Each pattern page contains a list of related patterns and guidelines, which makes it easy to identify patterns of similar nature
Related patterns are hyperlinked to provide direct access to the detail pattern description

18. Identifying right pattern Design Filter Tool
Design filter tool allows users to indentify appropriate design patterns based on multiple criterion
User can directly jump to the pattern details from this view

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Parts of Design Pattern

20. Parts of a Design Pattern Introduction
Each pattern consists of the following sections:
General description
Selection criteria
Required screen elements
Example layout
Samples from OBIEE 10g
Related patterns and guidelines
Additional features:
Bookmarking of entire pattern and/or a specific sections
Printing action in each pattern page

21. Parts of a Design Pattern Description section
This section provides a high level description of the pattern, its purpose and applicability
It also identify the target users who could benefit from it

22. Parts of a Design Pattern Selection criteria
This section provides a list of various criterion used for the selection of the specific pattern
It usually highlights the user roles and types, their business goals and usage scenarios

23. Parts of a Design Pattern Required screen elements
This section provides a list of various elements from OBIEE required to create the recommended layouts
This helps developers to identify the right screen elements to apply while using the pattern

24. Parts of a Design Pattern Example layout
This section contains sample layouts to illustrate the pattern definition and various ways to apply it

25. Parts of a Design Pattern Samples from OBIEE
In order to illustrate pattern definition better, samples screens generated from OBIEE tools are included in many patterns

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OBIEE 10g Guidelines

27. OBIEE 10g Guidelines
The additional guidelines section in the website contains the links to BI dashboards design guidelines developed by OBIA strategy team
These guidelines could be used in conjunction with the patterns
Additionally, relevant guidelines from OBIEE help documentation are included to provide direct access to developers

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Potential Consumers of Design Patterns

29. Potential consumers AUBI Product and developments teams
OBIA Product and developments teams
Industry pillars and GBUs
Apps UL product teams and Industries pillars using OBIEE 10g for dashboards and embedded analytics
Implementation consultants / partners
Customers who want to develop customized BI Apps

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Value Add

31. Value add
Patterns documented in word or pdf formats are difficult to consume
There is no tool to help users identify the right pattern
Difficult to share specific sections or entire patterns with other users
Related patterns are difficult to trace and apply
This pattern website overcome all these challenges and makes patterns consumption much easier
Links and references to other similar resources provide a room for additional collaboration and further optimization of the patterns

32. Next Steps
Extend BI design patterns as a single repository for all information on designing UI for BI Dashboards
Discuss major strategic directions for BI patterns
Customer facing design patterns
Package design patterns as part of OBIEE 10g

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Appendix

35. Team and Credentials Apps Unlimited User Experience
Madhuri Kolhatkar (Director Apps UL User Experience)
Adesh Singh (Sr. Interaction Designer)
Jayanth Ananthakrishnan (User Experience Manager)
AUBI Product Strategy
Greg Rippstein (Sr. Director – BI Product Strategy)
Judy Krawec (Director – BI Product Strategy)
OBIA Team
Dan Workman (Sr. Manager – BI Tools User Experience)
Fusion UX Team
Jonathan Helfman (Principal Research Scientist)