The 30 Day OBIA

Implementation Plan
#11844
Stephen Goldsmith
 Please, no . . .

Talking Pagers Cell Phones Facebooking

Sleeping
Snap Chatting Oracle Business
Intelligencing
Skyping
 About BizTech
• Professional Services firm focused on
Oracle applications and technology

• Oracle Platinum Partner – Highest

Oracle
Level of certification Oracle
Applications Technology
• Specialized Pillar Partner in BI/EPM, BI/EPM

EBS, CRM, and Core Technology

• Over 400 successful Oracle Clients

implementations over the past 15 years Managed Oracle

• NY, PA, NJ, VA offices with Regional,

Services
ITO
Software
Provider
Global, and International clients

• 100+ Consulting Resources

Our Experience
 Topics
• Quick OBIA Primer
• Why 30 Days?
• Project Plan
• Critical Success Factors
• Q&A
 OBIA Primer
• Prebuilt content for Oracle BI
− Financial Analytics
− Procurement and Spend Analytics
− HR Analytics
− Supply Chain and Order
Management Analytics
− Project Analytics
− Etc.

• Available for:
− Ebusiness Suite
− JD Edwards
− SAP
− Peoplesoft
− Other
 OBIA Content
• Dashboards
• Based on
• Reports
• Metrics
Industry Best
Practices

• Great starting Metadata

point

Data Warehouse/
ERP Schemas
ETL
 TTV and TCO
Build from Scratch
Oracle BI Applications
with Traditional BI Tools

Training / Roll-out

Define Metrics
& Dashboards

DW Design

Training / Rollout
Define Metrics
Back-end & Dashboards
ETL and DW Design
Mapping
Back-end
ETL and
Mapping
Months or Years Weeks or Months

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

 Why OBIA in 30 Days?

“What Business Intelligence KPI’s, reports

and dashboards would you like?”
 Use OBIA to Get Feedback
•Replace with
Summary Income
Statement
•Show by month Add location prompt

Replace with Top 10

account variance
against budget.

Show by month with

trailing 13 periods
 Going Live in 30 Days
Prepare Configure Test Deploy
Functional
Perform Initial Super User Finalize
Development
ETL Training Deployment
Scope,Initial
Objectives Plans
and Approach
Planning Define
Technical
Specifications Test
Development Preparation
Setup
Setup
Configure OBIA Production
Production
Environment
Conference User
Prepare
Prepare
Non-Prod
Room Acceptance
Environments
Environment
Pilot
Unit Test Testing
Document
GO LIVE!
Specifications
Document Go/No - Go
CRP
System Setup Decision
Summary Plan
1.0 Prepare Phase
 Confirm Project Scope,
Objectives & Approach
• Scope Helpful Hints

• Objectives • Think of the project

• Approach
as a pilot
• Key Skills:
• Risks  OBIEE
 Informatica

• Issues
 EBS

•
• Id key user(s)
Project Team • Pick 1-3 important

• Users
business objectives
(e.g., reduce AR)
that will show value
 Install Non-Production
Environment
• Oracle Business Intelligence 11g
• Oracle Business Intelligence
Applications 7.9.6.X
• Oracle Business Intelligence Data
Warehouse Administration Console
(DAC) 11g
• Oracle Business Intelligence Data
Warehouse Administration Console
11g and Informatica PowerCenter and
PowerConnect Adapters
• Oracle Business Intelligence
Developer Client Tool

Helpful Hint: See the Oracle® Business Intelligence Applications

Installation Guide for Informatica PowerCenter Users
Understanding the Architecture
2.0 Configure Phase
Perform Initial ETL and Debug
Results
• Identify any environmental issues
• Resolve any non-configuration related
issues
 Define Specifications
• Common Areas and Dimensions:
− Source Independent
− Source Specific (e.g., EBS,
Peoplesoft)

• Application Specific:
− Pre-Load Configuration -
Source Specific
− Controlling Data - All Source
Systems
− Controlling Data - EBS
Specific
Configure Application
 Perform Configured ETL
Typical Reasons Reports Fail:
• CSV Files
• Wrong Configuration Setting
• Issues with Source Data
• Wrong ETL Configuration
• Oracle Bug
Conduct Unit Testing
 Conference Room Pilot
• Engage Users
• Demonstrate
Reports and
Dashboards

• Gain input on new

requirements
3.0 Test Phase
Prepare and Conduct BI Training
• Focus on logging in
and navigation

• Stay away from

custom report
development

• Explain what the

reports are and how
they can be used
Helpful Hint: Use Oracle User Productivity Kit (UPK)
to develop training materials
 Develop UAT Test Script
• Objective:
Validate the data Helpful Hints

• Determine testing
• Don’t test all of the
reports and data
elements
strategy • Validate summary
reports

• Compare OBIA • Validate prompts

• Validate limited set

data vs. source of key facts and
dimensions
system data
Conduct UAT Testing, Review
and Address Issues
4.0 Deploy Phase
Load Production Data and
Go-Live
 Summary
• OBIA helps jumpstart a
BI implementation

• Rapid implementation is
critical to maintain user
attention/engagement

• OBIA is the first step in

the journey
Questions?
Comments?
 THANK YOU

Stephen Goldsmith
610-592-0600 x315
sgoldsmith@biztech.com