The Importance of developing a Reporting Framework and Roadmap as part of your BI

ImplementationPaul Vella

16-Aug-2010

The most comprehensive Oracle applications & technology content under one roof

• Business Intelligence Business Case• Technology Solution Matrix• Business Intelligence Scorecard• BI Strategy and Framework• BI Implementation Roadmap

Introduction

So you want a BI solution !!!Where do

we start ?

How and

what do we

implement ?

What is the

budget ?

How much

will it cost ?

What is

wrong with

what we

have got ?

Business intelligence provides users with the data and tools they need to answer questions that are important to running the part of the business for which they are responsible. Business intelligence provides answers to basic questions such as:

"What are my top

five products?"

"How do my sales

this year compare

with sales last

year?"

"What is the

three-month

moving average

of my sales?"

"Why are sales down in this

region?"

"What can we

predict for sales next

quarter?"

What is Business Intelligence ?

• Integrated Reporting

• One version of truth

• Reduce TCO

• Productivity enhancements

• Quality of Data

• Automation of manual reporting effort

• Consistent measure of performance

• Reduce the Latency of Information

• Enable Organisational Agility

BI Business Case

“In times of economic stress, managers are looking for clear and immediate visibility into what’s happening in their business,”

“Ideally, they want this information by customer, by product line, by sales channel, by whatever slice of the business is needed and they want to understand the reasons for performance variances.”

“What they really want is a cross-functional view that combines metrics from different parts of the business, such as sales and manufacturing or HR and customer service,”

- Paul Rodwick, VP Product Management, Oracle Business Intelligence.

The Business Case for BI and EPM

Gartner: SWOT: Oracle Business Intelligence Platform, Worldwide

• “Packaged analytic applications can significantly reduce the time it takes to deploy BI and ongoing cost of ownership, if the requirements match well enough to the packaged content such that customization is minimal.”

• “Of all the BI platform vendors, Oracle has arguably the most developed portfolio of packaged analytic applications”

• “For the large installed base of Oracle E-Business Suite (EBS), PeopleSoft and Siebel customers, the growing use of OBIEE to deliver prebuilt reports and analytic applications against a packaged data warehouse built from their core operational applications makes the logic for adopting it very compelling indeed.”

The Business Case for Packaged Analytics

BI Solutions

Approach

•Assess where Organisation is in terms of Reporting.

•Assess where Organisation is in terms of Reporting.

Reporting Scorecard Framework and Roadmap

Reporting ScorecardReporting Scorecard Reporting RoadmapReporting Roadmap

•Workshops and Interviews•Sample Report Artefacts•Document existing information flow•Record reporting issues

•Workshops and Interviews•Sample Report Artefacts•Document existing information flow•Record reporting issues

•Workshops and Interviews•Functional Information Needs•Non Functional Requirements

•Workshops and Interviews•Functional Information Needs•Non Functional Requirements

•Identify root cause.•Explore solutions.•Match Reporting needs with potential reporting solutions.

•Identify root cause.•Explore solutions.•Match Reporting needs with potential reporting solutions.

Solution & Tool recommendation Solution & Tool

recommendation

•Recommend a Reporting solution implementation plan that is aligned with Organisational Reporting Strategy

•Recommend a Reporting solution implementation plan that is aligned with Organisational Reporting Strategy

Current State AssessmentCurrent State Assessment

Information Needs Assessment

Information Needs Assessment

Current State Assessment and Information Needs

Current State Diagram

Users Operational Systems Reporting Systems Reports Users

Databases Operational Data Stores

Characteristics

Producing enough reporting to enable the “Running of the Business”. Predominately all reporting is around facts and data, any analysis of this information from reports is a manual process. The main focus of reporting is compliance.

At this maturity level, reports are not just Facts and Data, but also allow significant “Measurement and Monitoring of the business”. The reporting focus at this level is around having an integrated approach to information gathering and reporting.

At this level reporting moves beyond simple monitoring of performance and provides “Integrated Performance and Management Intelligence”. Reports provide Insight into the Performance of the Organisation and factors that are influencing that performance. The reporting focus at this level is on Business Operations.

Reporting at this level, not only provides Insight into Business Performance, it will also provide sufficient information to enable the “Fostering of Business Innovation and people productivity”. The focus of reporting is on Efficiency.

Reporting at this level will enable “Strategic Agility and Differentiation”. Reporting at this level takes strategic focus.

Facts and Data

Information

Insight

Knowledge

Foresight

Business Intelligence Scorecard

Facts & DataFacts & Data

InformationInformation

InsightInsight

KnowledgeKnowledge

11

22

33

Strategic Value of Information

Info

rmat

ion

Mat

uri

ty

ForesightForesight44

55

Business Intelligence Indicators

Indicators• Information infrastructure

limited or nonexistent.

• Individual methods of analysing information.

• Individual results adopted as “corporate truth” without being validated reflecting in different versions of truth.

• Manual intervention used to gather facts.

Indicators

• Existence of some information infrastructure.

• Independent island of information.

• Independent data consolidation and access.

• Business measures or KPIs are aligned within business units but inconsistent across the enterprise.

Indicators

• Existence of Enterprise information infrastructure frameworks.

• Cross-enterprise information.

• Enterprise data consolidation and access.

• Key measures or KPIs are consistent across the enterprise.

Indicators

• Enterprise data frameworks.

• Cross-enterprise information.

• Enterprise information-governance process.

• Awareness of data quality.

Indicators

• Enterprise data frameworks.

• Cross-enterprise information.

• Enterprise information-governance process.

• Awareness of data quality.

• Decisions made in the context of enterprise goals.

• Shared experience through collaboration.

Business Intelligence Solution MatrixEnterprise Business Intelligence

Strategic

Highlights, exceptions, KPIs, Financial Ratios

Management

Custom analytics and reporting

External

Detailed Operational Reports

Reporting Requirements

High level KPI reporting•Positional Reporting•Dashboards•Financial AnalysisManagement reporting•Budget, Forecast, Modeling •Departmental Budget Reports•Adhoc Reporting

Operational Reporting•Real time operational production reporting•Operational Transactional Reporting (eg. Purchasing transactions, GL journals)•Audited Reports

External Reporting•Client Statements•Online Reports•Statutory Reporting

Operational

Statements, Reports

Reporting Solutions

High level KPI reporting•Oracle BI Answers•Oracle BI Dashboards

Management reporting•Hyperion Financial Management•Hyperion Profitability•Oracle BI Answers•Oracle BI Dashboards

Operational Reporting•Excel Reports•Spreadsheet Server•Oracle Reports•Oracle BI Publisher

External Reporting•Hyperion Financial Management

• Business Intelligence Business Case• Technology Solution Matrix• Business Intelligence Scorecard• BI Strategy and Framework• BI Implementation Roadmap

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