Implementing Oracle BI EE A practitioner's perspective

Who am I? Chris Marais Principal Analytics Consultant Navigor 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 ( )

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 Methodology A 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) Define Configure Design Discover Validate Deploy Plan Sustain

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) Define Configure Design Discover Validate Deploy Plan Sustain

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 ( ) Define Configure Design Discover Validate Deploy Plan Sustain

Design Design is not just what it looks like and feels like. Design is how it works.  Steve Jobs ( ) Define Configure Design Discover Validate Deploy Plan Sustain

Configure / Build Programs must be written for people to read, and only incidentally for machines to execute.  Abelson and Sussman Define Configure Design Discover Validate Deploy Plan Sustain

Validate If you can't test it, don't build it. If you don't test it, rip it out.  Boris Beizer Define Configure Design Discover Validate Deploy Plan Sustain

Deploy It takes multiple product releases to change people’s quality perception about one bad release.  Scott Guthrie Define Configure Design Discover Validate Deploy Plan Sustain

Oracle Business Intelligence Enterprise Edition Brief Technical Overview

High level overview of Oracle Enterprise Edition XML Excel Flat Files Multi- Dimensional SAP BW Oracle Microsoft SQL Server TeradataIBM DB2 OLTP ODS Data Warehouse Data Marts Oracle BI Server MS Office Leverage any Data Source Optimized native SQL; Source-specific function shipping Access with other tools Open SQL query interface Other BI Tools Portals Other Applications Oracle, MSFT AD, Sun iPlanet, Novell Others … Integrate with portals & apps XML, 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 Managers Project Managers Change Manager Trainers 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