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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 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 Implementation

  • 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 Implementation

  • 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 Implementation

  • 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 l.jpg
Agenda Implementation

  • 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 l.jpg
Proper Privileges Implementation

  • 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 l.jpg
Agenda Implementation

  • 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 l.jpg
What philosophy will be used to administer the BI info Implementation

  • 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 l.jpg
What philosophy will be used to administer the BI info Implementation

  • 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 Implementation

  • 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 Implementation

  • 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 l.jpg
How will the BI info be administered Implementation

  • 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 l.jpg
Agenda Implementation

  • 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 l.jpg
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 info

  • 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?


How will the information delivery methods be promoted to production17 l.jpg
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 production

  • 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 l.jpg
What security procedures will be put into place production

  • 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 l.jpg
What security procedures will be put into place production

  • 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 production

  • 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 production

  • 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 l.jpg
Determining an appropriate timeline production

  • 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 l.jpg
Determining an appropriate timeline production

  • 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 production

  • 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!! production

  • 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 production

  • 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 production

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 production

  • 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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