1. Business Intelligence 101
Randy Archambault
Manager Business Intelligence and Reporting
Palm Beach Tan

2. Components of Success
3. What is Business Intelligence
Business Intelligence (BI) is about getting the right information, to the right decision makers, at the right time.
BI is an enterprise-wide platform that supports reporting, analysis and decision making.
BI leads to:
fact-based decision making
single version of the truth
Business Intelligence 101
4. What is Business Intelligence
Making useful, actionable insight from stored data.
Allows effective business decisions to be made.
The act of using historical data to gain new information.
Techniques include:
multidimensional analyses
mathematical projection
modeling
ad-hoc queries
'canned' reporting
Dashboards
Business Intelligence 101
5. 5
Questions BI is Designed to Answer

What happened?

6. What is happening? 7. Why did it happen? 8. What will happen? 9. What do I want to happen?Past
Present
Future
Data
ERP
3Pty
SCM
Black books
CRM
10. Questions BI is Designed to Answer
ABI solution, with the right data and features, should be able to take operational data and enable users to answer specific questions such as:
Sales and marketing
Which customers should I target?
What has caused the change in my pipeline?
Which are my most profitable campaigns per region?
Did store sales spike when we advertised in the local paper or launched an email campaign?
What is the most profitable source of sales leads and how has that changed over time?
11. Questions BI is Designed to Answer
Operational
Which vendors are best at delivering on time and on budget? How many additional personnel do we need to add per store during the holidays?
Which order processing processes are most inefficient?
Financial
What is the fully loaded cost of new products?
What is the expected annual profit/loss based on current marketing and sales forecasts?
How are forecasts trending against the annual plan?
What are the current trends in cash flow, accounts payable and accounts receivable and how do they compare with plan?
Overall business performance
What are the most important risk factors impacting the companys ability to meet annual profit goals?
Should we expand internationally and, if so, which geographic areas should we first target?
12. 8
Business Intelligence Vision
Improving organizations by providing business insights to all employees leading to better, faster, more relevantdecisions
Advanced Analytics
Self Service Reporting
End-User Analysis
Business Performance Management
Operational Applications
Embedded Analytics
13. IBM Model 1958
Examples of BI
14. 10
Examples of BI
Microsoft BI Platform
15. 4 Types of Users
Executives : Information is summarized and has been defined for them. Users have the ability to view static information online and/or print to a local printer.
Casual UsersCasual users require the next level of detail from the information that is provided to viewers. In addition to the privileges of a viewer, casual users have the ability to refresh report information and the ability to enter desired information parameters for the purposes of performing high-level research and analysis.
Functional UsersFunctional users need to perform detailed research and analysis, which requires access to transactional data. In addition to the privileges of a casual user, functional users have the ability to develop their own ad hoc queries and perform OLAP analysis.
Super UsersSuper users have a strong understanding of both the business and technology to access and analyze transactional data. They have full privileges to explore and analyze the data with the BI applications available to them.
Business Intelligence Users
16. Business Intelligence 101
Garbage in Garbage Out
Transform data in to actionable insight.
17. Information Access Strategies
18. The Five Stages of BI
BI involves five stages of taking raw data and presenting it as relevant, actionable insight to users.
19. The 5 Stages of Business Intelligence
1.The Data: defining which data will be loaded into the system and analyzed.
Where all information is stored
Technology dependent
MSSQL, MYSQL, Oracle, Red Brick, DB2
Often an OLAP type data source
Many rows of often summarized data
Utilize database queries to retrieve data from the source.
SQL MSSQL and MYSQL
PL/SQL Oracle
20. The 5 Stages of Business Intelligence
OLTP
Online Transaction processing
Typically not your reporting database.
Processes transactions fast for application
Example
Retail POS system
Web Site
Online Transaction Processing has two key benefits:
Simplicity
efficiency
OLAP
Online Analytical Processing
Used for reporting
May form base of data warehouse or BI tools
Not used for transaction processing.
Databases configured for OLAP use a multidimensional data model, allowing for complex analytical and ad-hoc queries with a rapid execution time
21. The 5 Stages of Business Intelligence
2.The ETL (Extract, Transform, and Load) Engine: moving the source data to the Data Warehouse.
This can be a complex step involving modifications and calculations on the data itself.
If this step doesnt work properly, the BI solution simply cannot be effective.
3.Data Warehousing:
connects electronic data from different operational systems so that the data can be queried and analyzed over time for business decision making.
A data warehouse is an analytically oriented, integrated, time-variant, and nonvolatile collection of data that supports decision making processes
Large databases that aggregate data collected from multiple sources
22. The 5 Stages of Business Intelligence
4.Analytic Engine:
analyzes multidimensional data sets found in a data warehouse to identify trends, outliers, and patterns.
Data Mining
is the process of extracting patterns from data. Data mining is becoming an increasingly important tool to transform this data into information. It is commonly used in a wide range of profiling practices, such as marketing, surveillance, fraud detection and scientific discovery.
Data mining can be used to uncover patterns in data but is often carried out only on samples of data. The mining process will be ineffective if the samples are not a good representation of the larger body of data.
Data mining cannot discover patterns that may be present in the larger body of data if those patterns are not present in the sample being "mined".
23. The 5 Stages of Business Intelligence
5.Presentation Layer:
the dashboards, reports and alerts that present findings from the analysis.
Typically Technology Agnostic
The presentation layer is for the user.
It does not care
How?
When ?
Where?
Why?
the user accesses the Information just that it is available.
24. The 5 Stages of Business Intelligence
5.Presentation Layer:
Interactive Dashboards:
A dashboard is a set of high-level reports on key metrics, typically for managers.
There may be multiple reports on a single dashboard, much the same way that a cars dashboard has multiple gauges and displays on it.
With a dashboard, users can gain an at-a-glance understanding of key trends and metrics. Dashboards can be customizable to work for anyone in an organization, from a sales rep or frontline operations manager to a middle manager or senior executive.
An interactive dashboard allows users to take those dashboard reports and filter information to more deeply analyze trends and results, or to drill down into deeper and more detailed analysis of the data.
That is, by clicking on the particular reports or results, they can explore more detailed information to find root causes of results.
25. The 5 Stages of Business Intelligence
5.Presentation Layer:
Customizable Reports:
which can present high-level findings as well as enable a user to drill down to find specific details. Most BI systems either come with report templates and/or provide the capability to create and customize reports.
Alerts:
notifying users to changes selected as key to meeting user goals. Alerts can be set to warn users on an imminent event, changes to data, or that new data needs to be entered into the system.
26. The 5 Stages of Business Intelligence
Microstrategy
Cognos
Oracle OBIEE
Microsoft SQL BI Suite
SAP Business Objects
Pentaho Open Source Alternative
27. Palm Beach Tan Online Reporting Portal
A Retail Example
28. Franchise Performance Report
29. Daily Snapshot12 pm, 3 pm, 6 pm and 9 pm
30. Behind The Scenes
A Retail Example
31. Data Mining Example in use
Product Decision Matrix
Customer Cancelation Prediction Engine Early EFT Cancelation
EFT Geographic Demographic Process.
Revenue Per Bed
DSS vs Data Mining
32. Conclusion
Business Intelligence solutions make it possible for groups within organizations to gain actionable insight from business data, and to leverage these insights to meet critical goals.
Business intelligence solutions offer business-focused analysis at a scale, complexity, and speed that is not achievable with basic operational systems reporting or spreadsheet analysis, thereby delivering significant value.
33. QUESTIONS