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10 Steps to a Successful Business Intelligence Implementation PowerPoint PPT Presentation


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10 Steps to a Successful Business Intelligence Implementation. Presented by Marcia Livingston [email protected] A bit about me. Experience Working with Oracle Business Intelligence Products since 2000 Working with other BI products since 1998 My goal for this presentation

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10 Steps to a Successful Business Intelligence Implementation

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10 steps to a successful business intelligence implementation l.jpg

10 Steps to a Successful Business Intelligence Implementation

Presented by

Marcia Livingston

[email protected]


A bit about me l.jpg

A bit about me

  • Experience

    • Working with Oracle Business Intelligence Products since 2000

    • Working with other BI products since 1998

  • My goal for this presentation

    • Provide some guidelines

      • Many questions that need to be asked and answered

      • Some answers


Agenda l.jpg

Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


Expectations l.jpg

Expectations

  • Executive Sponsor

    • Who is the Executive Sponsor

    • What are the Executive Sponsor’s expectations

  • Project Manager

    • Authority

      • To get definitions of reports/KPIs etc

      • To ensure testing is completed

  • Users

    • What do the users expect to get from this?

    • Do they consider this a priority? An Asset? Or a Hindrance to their job?

      • How do you turn a negative into a positive to the users?


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Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


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Proper Privileges

  • What username should the Administrator(s) use?

    • Database

      • Oracle/supplier Recommended

      • Audit recommended

    • Apps

      • Oracle Recommended

      • Audit Recommended

    • Software

      • Oracle/Supplier Recommended

      • Audit Recommended

  • What privileges should the Administrator(s) have?

    • Database

    • Apps

    • Software


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Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


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What philosophy will be used to administer the BI info

  • Narrow base

    • limited use information.

      • This is normally written to solve a single problem.

      • Re-use is rare.

      • Example

        • SELECT order_number

          , customer_name

          , order_date

          from orders

          where Customer_service_representative = ‘SUE’

          and status = ‘Entered’


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What philosophy will be used to administer the BI info

  • Broad base

    • multi use information

      • This is normally written to solve a multitude of problems.

      • Re-use is normal.

      • Example

        • SELECT order_number

          , customer_name

          , order_date

          , customer_service_representative

          , status

          , item

          , qty

          , list_price

          from orders


Agenda10 l.jpg

Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


How will the bi info be administered l.jpg

How will the BI info be administered

  • Gatekeeper

    • Pros

      • Allows 1 person to manage the information

      • Minimizes duplication of effort

    • Cons

      • If no backup administrator, or if the backup is not kept up to date, then all of the knowledge is with 1 person

  • Area Specific

    • Pros

      • Allows a team to manage the information

      • Each area is managed by 1 person with a good base knowledge of that area

      • Multiple people will have the skills to maintain the information

    • Cons

      • Different philosophies could exist in the building of the information, this could result in confusion and frustration for the users

      • Only 1 person within an area will have the knowledge for that area


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How will the BI info be administered

  • Generic

    • Pros

      • Users will likely have a quicker response time since whoever is available can address their issue

    • Cons

      • Duplication of effort could occur if excellent communication is not maintained

  • Consultant

    • Pros

      • Multiple requirements can be accumulated, and resolved at one time, any overlaps can be combined with little/no duplication of effort

    • Cons

      • This can be expensive


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Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


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Understanding underlying info and how changes affect that info

  • Materialized Views

    • Cloning

      • Before Module ‘Go-Live’

      • After Module ‘Go-Live’

    • Business View Setup

      • Will running this affect my data?

      • What does this do?

    • Age of data

      • When is the data refreshed? Real-time? Hourly? Nightly?

  • Table

    • A table is restructured with many new columns, renamed columns, and deleted columns. How does this affect your reports?

  • View

    • A view is changed how does this affect your reports?


Agenda15 l.jpg

Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


How will the information delivery methods be promoted to production l.jpg

How will the information/delivery methods be promoted to production

  • Data verification

    • Who will verify the data being returned from the BI system?

  • Report verification

    • Who will define the reports

    • Who will verify that the reports meet the definition requirements?

  • Report distribution

    • Who will determine user access to reports?

    • Who will resolve report distribution/data access conflicts?


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How will the information/delivery methods be promoted to production

  • Change requests

    • How will report change requests be handled?

      • This is only applicable if reports are created by a report writer and distributed.

      • If reports are user written

        • What responsibility does the report writer/BI Administrator have in changing reports?

        • What responsibility does the report writer/BI Administrator have In solving data integrity issues with the report?

        • How are reports shared with other users?


Agenda18 l.jpg

Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


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What security procedures will be put into place

  • Access to tool

    • Internal

    • External

  • New users

    • How to request access

    • Report creation/running privileges

    • Information access privileges

      • Who requests?

      • Who authorizes?

      • Who monitors?

    • Training

      • Who will provide?

      • What will the new users be allowed to do until they receive training?


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What security procedures will be put into place

  • Current Users

    • Training

      • Who provides?

      • What does it consist of?

      • What types will be offered?

        • Initial (Example: Beginning)

        • Additional (Examples: Intermediate, Advanced)

        • Refresher

    • Information Access privilege changes

      • Who requests?

      • Who authorizes?

      • Who monitors?

    • Report creation/running privilege changes

      • Who requests?

      • Who authorizes?

      • Who monitors?


Agenda21 l.jpg

Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


Determining an appropriate timeline l.jpg

Determining an appropriate timeline

  • Basic info

    • What will this consist of

      • Examples:

        • Oracle Seeded EUL and Workbooks for Discoverer

        • KPIs and Reports for DBI

        • Views for NoetixViews or Discoverer with Noetix

    • When will this info be available

      • How long will it take to install/create the basic info?

      • How long will it take to test/verify this info?


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Determining an appropriate timeline

  • Basic info (con’t)

    • Does this information provide any immediate benefit?

      • If so

        • to Whom?

        • Are they aware of the benefits?

        • Does this solve their most pressing need?

      • If not

        • Why is it being installed?

        • When will it provide a benefit?

        • Is this really your basic info?


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Determining an appropriate timeline

  • Advanced info

    • Prioritize requests

      • Make sure to identify a process for distributing changes in priority

    • Evaluate

      • Legitimacy

      • Feasibility

      • Cost Benefit Analysis (can it be cost justified?)

  • Special requests (Works the same as Advanced Info for the most part)

    • Is the information already available?

    • Priority

    • Affect on other requests

      • How will this be communicated


Agenda25 l.jpg

Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


Standard definitions make sure to get them l.jpg

Standard Definitions – Make sure to get them!!

  • Hierarchies (Drill capabilities)

    • Date

    • Item

  • List of Values (LOVs) creation –

    • Apps

      • Materialized View/View base

        • Simple

        • Complex

      • Table base

    • Non-Apps

      • View base

        • Simple

        • Complex

      • Table base

  • Alternative Sorts

    • Examples: Fiscal Year, Calendar Year, Alphabetical Order (for Months)

  • Standard Calculations

    • Examples: PO Committed Qty, Allocated Qty (on Orders), Unallocated Qty (on Orders), On-Time Delivery


Agenda27 l.jpg

Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


Last tip l.jpg

Last Tip

Have

Patience

This is an on-going process, not everything will be accomplished during a single project. There will always be additional information that will become useful to your users. That is the sign of success!!


Agenda29 l.jpg

Agenda

  • Expectations of the Project

  • Proper Privileges

  • What philosophy will be used to administer the BI info

  • How will the BI info be administered

  • Understanding underlying info and how changes affect that info

  • How will the information/delivery methods be promoted to production

  • What security procedures will be put into place

  • Determining an appropriate timeline

  • Standard Definitions

  • Last Tip

  • Summary and Q/A


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Questions / Answers


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