2005
“The Bottoms Up Approach to BI with iSeries, Windows and Web Reporting
for World and EnterpriseOne”
Session 10010
Mary Lynn TreadwellManager Customer Relations New Generation Software
www.ngsi.com, 800-824-1220
Presentation Agenda
Business Intelligence Methodologies Benefit of the “Bottoms Up Approach” Introduction to New Generation Software World and EnterpriseOne Customers Using NGS-IQ Overview of NGS-IQ Customer’s Stories Sample Reports and Presentations Decision Assist NGS-IQ Business Performance Dashboard The Next Step Q & A
Pathways to Business Intelligence
Enterprise Reporting OLTP database as data source w/present and past focus Production reports to manage operations; limited analysis Mostly requested by middle managers
Data Marts Specially designed database built from OLTP for single purpose Could include external information; farther back in time than OLTP Multi-dimensional commonly used by financial and sales/marketing Interprets data to discover relationships, patterns, trends, forecasts
Data Warehouse Stores enterprise-wide historical data from OLTP and other sources Gathered summary data from multiple sources to provide integrated
database view of business operations Supports easy access for wide range of users Interprets data, forecasting for future, recommends strategies
The Importance of EUQR (End User Query/Reporting)
Largest, fastest growing category of business intelligence market
46.4% market share, followed by OLAP with a 33% share
EUQR market growth prediction to $6.2 billion in 2005
(IDC forecast)
Source: IDC's (International Data Corporation) annual “Information Access Tools Market Forecast & Analysis” report
Assessing BI NeedsThe “Bottom-Up Strategy”
“Building the BI user pyramid from the bottom-up —with a focuson reporting, not analysis — achieves realistic and sustainableresults, while containing the costs and complexity of analytics.
A good way to start is to adopt the bottom-up strategy for definingend-user requirements and matching them to enabling technologiesand vendor offerings, as I’ve described. This practice serves thebroadest majority of business end-users with realistic and sustainableresults, while containing the costs and complexity of analytics.”
-Philip Russom, Ph.D., Director, Forrester Research
Business Intelligence …
User Types
Customers,Partners, Regulators
10% of BI/Report Consumers
I.T. Staff & Power Users7% of BI/Report Users
90% Report Creation
Analysts, Accountants, etc.33% of BI/Report Users,10% of Report Creation
Senior Execs, Middle Managers, Sales Representatives, Customer Service Staff
50% of BI/Report Consumers
Report Producers
Report Consumers
Assessing Needs… Is This Your Company?
I.T. generates reports and ad hoc queries through a combo of World Writer, Dream Writer, FASTR, IBM Query 400, and RPG
Power users string together queries, create multiple work files to construct reports and analytical presentations
Many reports constructed in Excel or Access, some re-keying from printed reports
Programmer’s “only” tools
Cumbersome for users or unwilling to learn
ODBC and security issues
Headquarters: Sacramento, CA IBM iSeries software specialists Incorporated 1982 Customers worldwide IBM Business Partner IBM PartnerWorld for Developers, Advanced Member Early Programs Testing Participant since 1988 IBM Application Development Tools Network for iSeries Solution
Provider NGS-IQ - IBM ‘Server Proven’ solution
Partial List of
JD Edwards Customers using NGS-IQ*
Abbott Laboratories
Alameda County Water District
Asahi / America
Actel Corporation
Boston Sand & Gravel Co.
Casella Waste Management
Cardinal Health Inc.
City of Orlando Police Dept.
Clarion Corporation of America
Cleo
Ennis Business Forms, Inc.
Gary Williams Energy Group
Highland Valley Cooper
Hunter Fan Company
Maxco Supply Inc.
MDS Nordion International
Midas International
Monro Muffler Brake & Service
MYR Group
OneSource, Inc.
Outagamie County
Patterson Frozen Foods
Regal Greetings & Gifts
Rollins, Incorporated
Smith Frozen Foods
Summit Marketing Group
Tension Envelope
Wright Medical
*As of 5/05
NGS-IQ Business Intelligence
• Integrates the tasks associated with… Advanced query, enterprise reporting, business analytics Data mart development and deployment Data warehouse development and deployment
• Modular, incremental approach… Ad hoc query, report writing, integrated OLAP, executive
dashboard, data warehouse/data mart development, meta-data, security
Leverages existing MS Office, Web, and iSeries skills and investments
• Interfaced with the EnterpriseOne and World data
dictionaries
• Presents amounts, field names and other important
database attributes as defined in your environment
• Requires no additional logical files or overhead
• Supports date conversion to your preferred format
NGS-IQ for EnterpriseOne and World
Microsoft Excel and Lotus 1-2-3 Microsoft Access and Word Business Performance Dashboard Display, PDF, HTML, XML NGS-IQ OLAP Module ‘SmartView’ ASCII Text and CSV Files DB2 (Summary or Detail) Distribute output via e-mail, FTP iSeries 400 to iSeries 400 iSeries 400 or PC Printers
NGS-IQ Puts Answers…Where You Need Them, When You Need Them
Independent oil and gas company Refining and wholesale distribution of petroleum
products Headquarters in Denver, CO Refinery and sales office in Oklahoma 275 employees Running World on IBM iSeries 520
GARY-WILLIAMS ENERGY
Before NGS-IQ
Reporting tools: Query and World Writer
Labor intensive process to prepare reports
– Produced hundreds of pages of output
– Required multiple passes at the database
– Manual data entry from reports into worksheets
– Staff members highlighting critical values by hand on
printouts
Queries used by finance, accounting, production, and
marketing departments
Query developers taking advantage of tabling, date
arithmetic, conditional calculations and run-time
prompting, formatting, unique key, graphics and other
NGS-IQ features
Many standard reports with run-time prompts set up to
run from Qport Access or from menus on the iSeries
NGS-IQ Utilization
Barrel Report – beginning balances by product group,
volume reconciliation
Sales Volume Report – template query with multiple run-
time prompts that enable an administrative staff person to
quickly respond to ad hoc requests from sales staff
Margin Report
Rebate Report – saving half a day each month
Refinery Report – monitors costs, comparing this year to
past year
NGS-IQ Report Examples
Integrated promotional marketing and products company– catalogs, incentives, recognition programs, direct
marketing, sales promotion, fund raising Headquarters: Atlanta, GA World and iSeries customer
– 300 full-time and 100 part-time associates– running World on IBM iSeries model 810– I.T. staff: a manager, two system analysts, one
programmer, one project manager
SUMMIT MARKETING GROUP
Before NGS-IQ
Reporting tools: Query and World Writer Hundreds of queries producing hundreds of files Nightly data transfers to SQL Server database Crystal Reports used to display data on the web
– Data wasn’t real-time– Transformations weren’t consistent with data transfer– Failed packages were re-generated every morning– One IT resource constantly baby-sitting process
The reports were ‘pretty’, but not useful
Preliminary Requirements
Tool more powerful than IBM Query/400 and World Writer– Inner/Outer joins– Conditional logic (if-then-else) for “bucket” reporting– Prompting of selection criteria at run time– Julian date conversions– Security– Eliminate data transformation– Subtotaling and running totals– Matrix reporting– Control rows and columns– Drill up and drill down
NGS-IQ Utilization
Development performed by system analysts NGS-IQ—key source of reporting Hundreds of ad hoc requests Standard reports added to menus
– Place IQ report in CL Qport Access
– Excel, Word, Access Smart View Used Company Wide by all facets of operations
Inventory Analysis
Qport Builder
Invoice
A/R Aging Analysis
Qport Access
Bucket Report
Report Examples
New Product…
NGS Business Performance Dashboard
Complete interactive presentation development and distribution solution
View, present and interact with live/refreshed business data Includes charts, graphs, gauges, maps, other visualization tools No programming required Includes application development module, plus templates Designed with XML or Excel output from NGS-IQ queries
NGS-IQ…Decision Assist
Business Analytics Template Easy Integration with EnterpriseOne or World Installation and Initial Setup Included Rapid ROI Ready-to-Run Reports for
Customer Profitability Sales Analysis Inventory Management
Your Next Step…
• Visit our booth # 809 at the Quest Conference
• Attend the NGS – Quest Webinar
July 13th @ 2:00 p.m. (EDT); 11:00 a.m. (PDT)
Info and registration at www.ngsi.com/events/jde
• Schedule your own personal Webinar
• Arrange for a FREE TRIAL: 800.824.1220
