10 Steps to a Successful Business

Intelligence Implementation

Presented by
Marcia Livingston
marcia@srisys.com
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

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

Executive Sponsor
Who is the Executive Sponsor
What are the Executive Sponsors 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?
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
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
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

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
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
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
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 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
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
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?
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

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 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?
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

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 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?
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

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 timeline

Basic info (cont)

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 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
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!!
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
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

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!!
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
Questions /
Answers