10 steps to a successful business intelligence implementation
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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

10 Steps to a Successful Business Intelligence Implementation

Presented by

Marcia Livingston

[email protected]

a bit about me
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
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
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?
agenda5
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
proper privileges
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
agenda7
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
what philosophy will be used to administer the bi info
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’

what philosophy will be used to administer the bi info9
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
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
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
how will the bi info be administered12
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
agenda13
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
understanding underlying info and how changes affect that info
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
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
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?
how will the information delivery methods be promoted to production17
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
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
what security procedures will be put into place
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?
what security procedures will be put into place20
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
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
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?
determining an appropriate timeline23
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?
determining an appropriate timeline24
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
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
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
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
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
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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