Transcript Deliver a Standardized BI Platform Across Oracle Applications & Beyond Paul Turner

Deliver a Standardized BI Platform Across
Oracle Applications & Beyond
Paul Turner – Director, Technical Marketing
March 7, 2005 – NorCal Oracle Applications User Group
1
Agenda
• Today’s analytic challenge
• The DecisionPoint difference
• DecisionPoint’s solution
– Source Experts
– Financial Performance Warehouse
– DecisionCast
• Summary
• Questions
2
Today’s Analytic Challenge
Multiple ERP instances
Cubes
Data
Marts
Legacy
Systems
How
Effectively
to delivermanage?
analytics?
Provide
Provide consistency?
self service?
Integrate
Reducethe
cost?
view?
Static
Reports
BI Tools
Different ERP’s
3
Spread
sheets
Custom
Systems
Today’s Performance Management Solutions
1. Custom ERP integration
2. Difficult to integrate across
“CIO’s are struggling to deliver
consistent data that provides a single
view across the enterprise. CIO’s who
seek this so-called “single version of the
truth” must feel like they are playing an
endless game of Whack-A-Mole—every
time they stamp out a renegade analytic
silo, another pops up elsewhere.”
multiple ERP’s
3. Risk of not meeting
reporting needs
4.
5.
Hard to keep consistent
Strategies for Consolidating Analytic Silos. Wayne Eckerson, July 04.
Barriers to connect finance
to operations, summary to
detail
4
Challenges of Reporting from your ERP ….
1.It will jeopardize operational performance
2.Reports will be slow and hard to tune
3.No other data or history beyond your ERP instance
4.Specific reports may be hard to deliver
5.You’ll probably end up cloning your ERP instance!
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A Consistent View Delivers Strategic Value
“A properly designed data warehouse provides a
complete, accurate and easily accessible perspective of
your company. It also supports the successful
deployment of BI tools and applications. Although you
can derive value from BI without investing in a data
warehouse, in the long term, the cost will be higher and
the business impact will be short-term, tactical and
localized.”
Kevin Strange, Client Issues for BI and Data Warehousing for 2004, 16 October 2003
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A Data Warehouse – Strategic but Risky
• Lengthy and resource intensive
– Lengthy requirements gathering
and schema design
• Complexity adds risk
– Complex integration and
transformations
– Risk of misinterpreting business
requirements
• Costly to maintain
– Risk of poor schema design
that’s hard to customize
– Requires continual maintenance
with sourcing environment
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“75% of data warehouse
implementation efforts will fail
to meet delivery targets or fail to
achieve business benefits”
– Gartner Group
“20% fail outright and 50% fall
short of expectation”
– Meta Group
Just the Facts – Building it Yourself
• Ongoing production costs of a custom
DW approx $500,000/subject area
• Typical FTE support for successful custom
DW project between 8 and 10
• 50% of custom DW’s take more than
18 months
• On going production costs approx
$614,000 / subject area
• 57% of organizations cite time as the
major challenge for any build solution
• Hand written code is the main
development portion cited by 70% of
organizations
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Integrated Metadata Management
DecisionPoint’s Financial Performance
Management Solution
DecisionCast®
Financial
Performance
Warehouse
Source
Experts™
9
Why an Integrated and Pre-Configured Solution is Better
Accelerates Delivery
and
Mitigates Risk
Reduces Maintenance
 Speeds requirements and design
 Increases chances of meeting user needs
 Dramatically reduces time to integrate
 Frees resources to focus on the specifics
 Lowers BI tool maintenance
 Intelligently remaps with ERP upgrades
 Extends with ERP customizations
 Grows with consistent metadata
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The DecisionPoint Difference
1. Unparalleled ERP to analytics integration
2. Pre-built content to drive performance management
3. Connects financial & operational, summary to detail
4. Integrates across ERP instances and investments
5. End to end integration from source to report.
The Result?
A high performance cross ERP environment designed
for delivering BI & Performance Management
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BT Integrates their View of the Business
The Result:
ONE Business across MANY Countries
The Challenge:
MANY Businesses across MANY Countries
•
•
•
•
•
•
• Consolidate everything onto one CoA
• Rationalize and centralize processes
• One data warehouse for all
90+ legal entities
50+ countries
40 base currencies
15 Oracle financials instances
16 Charts of Account
3 Non-Oracle financials
reporting/analysis
• Complete implementation in 2 months
• Streamlined Operations
• Manual processes
• Global inconsistencies
• Lack of confidence in data or central
control
• Reconciliation of data between high
level management reports and detailed
analysis
- Common formats across all business units
- Standard reports and templates
- Translation rules embedded in process
• Reduced Costs
-Faster time to data access
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-Faster close
Integrated Metadata Management
DecisionPoint’s Financial Performance
Management Solution
DecisionCast®
Financial
Performance
Warehouse
Source
Experts™
Industry’s Fastest ERP Data Integration
Intelligent sourcing from ERP systems
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DecisionPoint Source Experts
TM
Oracle,
Applications
• Probes source system
Peoplesoft
and customizations
• Automatic extraction
and transformation
• Converts complex
sources to preconfigured star
schemas
• Finance
• HR
• Manufacturing
• Distribution
Other
Operational
Systems
Source
Experts14
Financial Performance
Warehouse
Source Experts – Under the Covers
GL_CODE_COMBINATIONS.SEGMENT2
Department
Asset
Additions
Insurance Co
Memory
Sq Footage
FA_ADDITIONS.ATTRIBUTE1
Asset Type
FA_LOOKUPS.MEANING
Operational Systems
Financial Performance Warehouse
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Benefits of Source Experts
Fastest Integration
Easy to customize
• Automatically integrate to major ERP’s
• Understand ERP specific metadata
• Transparently extract summary and detail
• Oracle: Flexfields, FSG’s
• Populates 80 pre-configured data models
• Peoplesoft: Trees and Chartfields
• Integrates in days
• SAP: Chart of accounts
• Drag and drop additional fields
Confident delivery
Reduced maintenance
• Quality assured extraction processes
• Traceability from report to source
• Upgrade packages remap to ERP schema
changes
• Error and extraction logging
• Adapts to create new logic based
• Removes costly impact of major ERP
upgrades
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The Smart Way to Manage Change
The Change ….
Without DecisionPoint
With DecisionPoint
• Hundreds of changes
• Months of remapping
• Out of the box!
• Simply import a new
Source Expert package
e.g. New COA Structure
• New SQL required
• Custom extension model
• Remapping of reports
• Out of the box!
• Just refresh or add the
flexfields, trees, or
Chartfields
New/Additional ERP
System
• Understand ERP & API’s
• Mapping of ERP to model
• Add a new Source Expert
• Automatically maps into
data model
ERP Upgrade
e.g. Oracle Apps 10.7 to 11i
ERP Customization
e.g. Peoplesoft, SAP R/3
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The Power Behind Time to Value
British Telecom consolidated 90 GLs in 90 legal entities using 46
currencies in 7 weeks reducing their reporting costs by 10%.
PGA integrated 5 years worth of Oracle data
- and were up and running in 5 days.
Deployed in 90 days, integrating legacy and ERP systems
- reducing maintenance staff from 11 to 3
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Integrated Metadata Management
DecisionPoint’s Financial Performance
Management Solution
DecisionCast®
Financial
Performance
Warehouse
Finance-Centric Data Warehouse
Pre-built, auto-configured and extensible
Source
Experts™
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The Financial Performance Warehouse – By the Numbers
4
16
80
10
1
Functional Areas
Across Finance, Manufacturing, HR and Distribution
Business Domains
Delivering insight for each individual department
Analytic Models
For deep analysis into each business activity
Years of development
Continuously proved and improved at leading organizations
Integrated Warehouse across ERPs
That deploys quickly and grows with your organization
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One Solution for Finance and Operations
“By 2005, a consolidated
approach that links operational
analytics will be an enterprise
requirement, often built on an
enterprise financial data
warehouse”
John Van Decker Sarbanes-Oxley: Driving Companies Toward Integrated Analytics
Connecting
Manufacturing
All Integrated
….with
Incorporating
Distribution
intoHR
Finance
.. …
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Rapid to Implement, Pre-Configured Models
Business Domains
Functional Areas
Finance
Human
Resources
Manufacturing
Distribution
Financial
Statements
Employee Analysis
Bill of Materials
Order Management
General Ledger
Training
Work in Process
Inventory
Accounts Payable
Advanced Benefits
Accounts
Receivable
Payroll
Fixed Assets
Purchasing
Grants
Accounting
Project
Accounting
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Purchasing
Delivers the Visibility That Business Users Need
• Drill From Summary to Detail
 From:
 To:
Revenue, Expense, Profitability, Trends
Invoices, Orders, Purchase Orders
• See Behind the Financials:
 From:
 To:
Income Statements, Balances Sheets
Sub ledgers and the detail
• Identify Operational Root Causes
 From:
 To:
General Ledger, Accounts Payable/Receivable
Purchasing, Inventory, Manufacturing, HR
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Business Domains In Finance
Financial
Statements
General
Ledger
Accounts
Receivable
Accounts
Payable
Fixed
Assets
Finance
Purchasing
Project
Accounting
• Automate and speed financial reporting across disparate
systems
• Monitor and analyze revenue, expenses, and profitability
performance
• Analyze accounts receivable customer and invoice aging
• Optimize fixed asset usage and retirement
• Track complex project costs and associated revenue
• Understand grants award income and expenditures
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Grants
Accounting
Business Domains in Human Resources
Employee
Analysis
Payroll
Training
Human Resources
Advanced
Benefits
• Visibility into headcount and salary distribution
• Optimize HR resources based on cost and productivity
• Provide improved services and training to the employees
• Understand underutilized benefit programs
• Monitor department transfers, hiring and termination
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Business Domains In Distribution
Order
Management
Inventory
Distribution
Purchasing
• Analyze over and underperforming customers and products
• Understand inventory on hand and incoming inventory
• Optimize excess inventory and reduce inventory shortages
• Identify product quality issues and order-to-ship bottlenecks
• Understand purchasing discounts and vendor pricing
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Business Domains in Manufacturing
Bill Of
Materials
Manufacturing
Work In
Process
• Analyzing the potential for lost or delayed revenue due to
product shortages or modifications
• View all aspects of the BOM including
• components, assemblies, substitute components, routings
and explosions
• Identify shortages in raw materials for jobs in process or just
beginning
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Financial
Shared Metadata Connects Financial to Operational
• Period
• Department
• Vendors
• Inventory
Item
• Inventory
Item
Operational
General
Ledger
• Accounts
Accounts
Payable
Purchasing
Inventory
Bill of
Materials
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The ERP Agnostic Solution of Choice
•
•
Avoid ERP analytic stovepipes
and lock in
Multiple ERP
instances
Deliver a common view ERP’s
Legacy
Systems
•
Deploy a performance
management delivery platform
One
View
Different ERP’s
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Bespoke
Systems
Integrated Metadata Management
DecisionPoint’s Financial Performance
Management Solution
DecisionCast®
Financial Intelligence
Integrated analytic environment
Financial
Performance
Warehouse
Source
Experts™
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Scalable, Personalized Insight with DecisionCast
• Easy to use:
– Personalized dashboards
– Self service query
– Scheduled reporting
– Bursted report broadcast
– Browse and query the entire
warehouse
• Fast and flexible to deploy:
– Pre-configured to work with
business domains
– Code free development
– Oracle and NTLM authentication
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Extends to Microsoft Excel
• Up to date Excel worksheets
• Book quality reports
• Offline access
• Incorporate any data from the
warehouse
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Open, Built In Cell Level Security
• Uses Oracle FGAC or database views
and synonyms on fact and dimension
tables
• Driven by one or more dimension tables
• Optional additional restrictions on
available fact table columns
• Security Group is a group of dimensions
and associated list of values
– Users assigned to groups
– Users have physical database
accounts
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Integrates with Existing Analytic Investments
• Single integrated view –
across analytic tools
– OLAP
– Query
– Reporting
– Planning
– Consolidation
– Mining
• Best practice warehouse
• Star schema
• Federated dimensions
• Highly attributed
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The DecisionPoint Solution
Financial Performance Management™
Integrated Metadata Management
Financial
Reporting
Management
Reporting
Performance
Analysis
Compliance
Monitoring
Financial
Applications
3rd Party
BI Tools
DecisionCast®
Financial Performance Warehouse™
Human Resources
Finance
Manufacturing
Distribution
Tailored
Integration
Source Experts™
Data Sources
Oracle®
SAP®
Peoplesoft®
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Other
The DecisionPoint Difference
1. Unparalleled ERP to analytics integration
2. Pre-built content to drive performance management
3. Connects financial & operational, summary to detail
4. Integrates across ERP instances and investments
5. End to end integration from source to report.
The Result?
Unprecedented speed of implementation, with
integration that lowers ongoing maintenance
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Joint Success with Market Leading Organizations
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