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Title: A%20guide%20to%20plan,%20manage,%20


1
A guide to plan,manage, execute a successful
BI Project Dr. Bjarne Berg
2
What Well Cover
  • Overview BI and Data Warehousing
  • Budgeting, staffing and scoping a project
  • Selecting an OLAP Tool
  • What are the ERP-BI vendors doing
  • a look at SAP, Oracle, PeopleSoft, Siebel,
    JDEs BI tools
  • The future of BI
  • Wrap up

3
BI Vs. Data Warehousing
  • Data warehousing is the act of extracting,
    transferring, transforming, storing and retrieval
    of data for reporting and analytical purposes.
  • Business Intelligence (BI) is a terminology for
    applications that uses data stores for analytical
    purposes.

BI applications are not required to run on top of
data warehouses, but the majority does
4
A Logical Enterprise DW Architecture
Metadata
OperationalData Store
DataWarehouse
Source Data
Extract
Transform
BI Applications
Data Resource Management and Quality Assurance
Source Bjarne Berg, Introduction to Data
Warehousing, Price Waterhouse Global System
solution Center, 1997
5
Evolution of Data Warehousing
Complex (score cards, budgeting, planning, KPI)
Horizontal approach (2nd generation)
Integrated analytical (3rd generation)
Level of Embedded Analytics
Emerging (1st generation)
Vertical approach (2nd generation)
Interactive Mgmt. reporting (OLAP, MQE)
Toolsets accelerators
Level of Pre-delivered Content
Analytical applications for specific industries
Source Mike Schroeck, David Zinn and Bjarne
Berg, Integrated Analytics Getting Increased
Value from Enterprise Resource Planning Systems,
Data Management Review, May, 2002 Adapted
Bjarne Berg How to Manage a BW Project, BW
Portals Conference, 2007, Miami
6
What Logically Belongs in a BI System?
For the first go-live, keep the scope as small as
possible I.e. Accounts Payable, Accounts
Receivable, General ledger, Sales, Distribution
You have only 3 dimensions to
work with
7
What Well Cover
  • Overview BI and Data Warehousing
  • Budgeting, staffing and scoping a project
  • Selecting an OLAP Tool
  • What are the ERP-BI vendors doing
  • a look at SAP, Oracle, PeopleSoft, Siebel,
    JDEs BI tools
  • The future of BI
  • Wrap up

8
Example Small BI Project Team for Single Area
  • E.g., Billing, Inventory, or Accounts Payable

Note These are roles, not positions (sometimes
one team member can fill more than one role)
9
Example Mid-sized BI Project, Single Complex
Subject
  • E.g., Global Cost and Profitability,
    international cross organization or consolidated
    billing

Note These are roles, not positions (sometimes
one team member can fill more than one role)
8-10 team members and normally 2-4 months
duration depending on scope
10
Large Global BI Project for Multiple Subject Areas
  • E.g., global Sales, Finance, and Material
    Management

Note These are roles, not positions (sometimes
one team member can fill more than one role)
15-25 team members and normally 6-18 months
duration depending on scope
11
How Tightly Should Multiple Global BI Projects
be Controlled?
The relationship between global control and
success
Source The Conference Board Survey
12
BI / DW Project Budgeting Process Steps
  1. Size the SAP BI effort based on the scope
  2. Prioritize the effort
  3. Map the effort to the delivery schedule
  4. Plan for number of resources needed based on the
    scope, delivery schedule and the effort.

We will now look at an example how this process
works in the real world
  • Create the Milestone Plan and Scope Statement
    first, before attacking the budgeting process!!
  • Start the budgeting process by estimating the
    workload in terms of the development effort.
    Refine based on the teams skill experience and
    skill level

13
1. Size BI Effort Based on the Scope Real
Example
Remember that your sizing also has to be based on
the teams experience and skill level.
14
2. Prioritize the Effort
The next step is to prioritize and outline the
effort on a strategic timeline
Make sure your sponsor and the business community
agree with your delivery schedule
15
3. Use Project Estimates the Timeline to Create
Project Load Plan
There are 480 available work hours per project
member per quarter. Knowing this, we can plan
the number of team members we need NOTE
Remember to plan for different vacation schedules
(i.e. in the USA a 1-2 weeks vacation is most
common).
16
4. Result Good Input for the Staffing Costs and
Planning
Use this information to plan for training,
on-boarding, and staffing
This spike in resource needs is due to an overlap
in the delivery schedule Now might be a good
time to review that decision
Many companies plan a 60- 40 mix of internal
and external resources for a first go-live.
Also, most use 50-90 per hr for internal
budgeting and 90-170 per hr for external
resources.
17
Effort, Duration and Mistakes on Global BI
Projects
Source Planning and improving global software
development process by Setamanit, Wakeland,
Raffo, May 2006, international workshop on
Global software development
Recent research have demonstrated that global
projects that spends more days (duration) on
similar tasks, have less defects and less
re-work. Since team members are more likely to
work on multiple tasks not related to the
project, longer durations on developing the SAP
BI system does not mean more effort (i.e. work
hours).
18
Monitoring BI Quality and Formal Approval
Process Example
19
What Well Cover
  • Overview BI and Data Warehousing
  • Budgeting, staffing and scoping a project
  • Selecting an OLAP Tool
  • What are the ERP-BI vendors doing
  • a look at SAP, Oracle, PeopleSoft, Siebel,
    JDEs BI tools
  • The future of BI
  • Wrap up

20
On-Line Analytical Processing (OLAP) Market
  • The OLAP software market is growing fast..
  • This year it is expected to exceed 6 billion
    dollars (over 500 million per month in sales)

21
On-Line Analytical Processing (OLAP) Market
Market shares are changing ever faster. ERP
vendors are the only companies with significant
market share increases in the last 2-3
yrs. Others have virtually vanished as market
leaders i.e. Acuity, Acumate, Gentia, Holos,
Information Advantage, Media, MetaCube,
Mineshare, Pilot, Prodea Beacon, WhiteLight etc
Note Since the overall market is growing, some
companies are still growing despite loosing
market share
Cartesis was bought by PwC in 1999, Sold to APAX
partners in 2004, then to Business Objects in
2007 and finally to SAP in October 2007
22
OLAP Market Vendor overview
Big Mergers in the BI and OLAP space is back.
The number of mergers are fairly constant, but
the sizes are increasing
There has been a dramatic increase in merger
activities, that we have not seen since 1998-1999
23
Merger Trend 1994 2000 Smaller Vendors are
Disappearing
Between 1994 and 2000 we had massive BI market
consolidation and a fast reduction in BI vendors
Source OLAP Report Dr. Berg 2007.
24
Merger Trend 2001 2004 Mid-Sized Vendors are
going away.
The period of 2001-2004 had few major data
warehouse or BI deals, but we experienced active
consolidation among mid-sized vendors.
Source OLAP Report Dr. Berg 2007.
25
Merger Trend 2005 2007 ERP Vendors takes the
lead..
The biggest BI buyers in 2005- 2007 was the ERP
vendors Oracle and SAP (note all Business Object
deal are now SAP as of October 2007)
Source OLAP Report Dr. Berg 2007.
26
Definition Multi dimensional On-Line Analytical
Processing (MOLAP)
Let us look at those remaining vendors MOLAP
Tool Category Definition Server or client
resident, proprietary data bases, architected to
quickly manipulate and display data in different
combinations, i.e., to provide for fast, adhoc
analysis. Also known as OLAP engines, OLAP
servers, data-cubes, and hyper-cubes. Note
this category includes only those products that
employ an actual physical MOLAP cube
database
27
Market leaders in MOLAP Cognos PowerPlay
  • The Canadian company Cognos is a market leader in
    MOLAP technology and boosts support for
    instances with over 190,000 users through their
    web services tools (server based scalability).

PowerPlay is in version 8.0 now and is now over
15 years old stable technology. PowerPlay
achieve some scalability by partitioning the data
cubes by filters (i.e. by year). This creates
many cubes, but balances the time it takes to
update the cubes. PowerPlay MOLAP cubes are easy
to navigate and are extremely fast due to the
fact that results sets are precalculated.
28
Market leaders in MOLAP Oracle Express
  • Oracle have taken full advantage of their
  • Express 10g tool.
  • You can buy either Express Server
  • or Personal Express for single users
  • (desktop MOLAP).
  • Tools for Express development and access
  • Express Analyzer - Reporting and analysis tool
  • Express Objects - Object-oriented development
    environment
  • Express Web Publisher - Develop Briefings for
    Web Deployment
  • Express Spreadsheet Add-in - MS-Excell interface
    to the Express Server
  • Pre-Delivered Express applications
  • Data Entry Client
  • Sales Analyzer Client
  • Sales Brief Client
  • Sales Analyzer (OSA) - analyze sales, marketing
    and other corporate data
  • Financial Analyzer (OFA) - financial reporting,
    analysis, budgeting planning

29
Other MOLAP Vendors
  • There are many other MOLAP vendors.
  • The differentiator between them is the support
    for building the cubes on the both the server and
    the client side (both is better)

30
Definition Relational On-Line Analytical
Processing (ROLAP)
ROLAP Tool Category Definition Products that
provide OLAP functionality by building
multidimensional views on the fly from data
stored in relational database-based data
warehouses. To achieve this, ROLAP vendors
employ sophisticated SQL generation engines
multidimensional oriented metadata.
All else held constant, ROLAP tools are more
scalable than MOLAP tools, but is also slower
31
OLAP Market leaders in ROLAP MicroStrategy
  • A leading vendor in the ROLAP market is
    MicroStrategy and their ROLAP tools that is
    currently in version 8.
  • Their tool architecture is highly scalable (based
    on underlying database) and also include 50 new
    statistical functions for advanced analytics.

32
OLAP Market leaders in ROLAP MicroStrategy
  • The tool also have improved event monitoring and
    broadcast features as well as structured
    formatting capabilities and better charting for
    dashboards then previous releases.
  • You can also develop custom analytical
    applications more quickly using the new version.

33
OLAP Market leaders in ROLAP SAS
  • SAS can also build ROLAP cubes using their Cube
    Studio in their new SAS-9 OLAP Server (you can
    choose between ROLAP and MOLAP)
  • This is a powerful tool that allows quick data
    mart build capabilities in MOLAP, and the power
    of ROLAP for the Enterprise data warehouse.

34
Other ROLAP Vendors
  • There are many other ROLAP vendors.
  • The differentiator between them is the native
    support for the underlying database of your
    company (i.e. Microstrategy just got certified
    for Oracle 11g)

35
Definition Managed Query Environments (MQE)
  • Definition A software package that can access
    one or more data sources via a simplified and
    optimized semantic layer.
  • In the semantic layer no data is stored, but
    instead it contains access methods and metadata
    to simplify and the query access interface.

36
Market leaders in MQE Cognos ReportNet
  • In 2003, Cognos renamed its old and trusted MQE
    tool known as Impromptu. The new name was
    ReportNet.
  • ReportNet is part of Cognos BI 8.0. It can do
    complex formatting in via a web based
    architecture and provide query optimization in
    the SQL generation (faster queries).
  • Today ReportNet is among the top-5 most used
    query tool and has an world-wide install and
    support base.

37
Market leaders in MQE Oracle Discoverer
  • Oracle Discoverer is a market leader that has
    been around since the mid-1990s. It was
    originally known as Discoverer-2000.
  • While it can be used against most database
  • types, it leverages Oracles statistical features
  • for better query management (i.e. predictive
  • run times).
  • It is a simple tool to learn, relatively low
    cost,
  • and have many customizations options.
  • The current release is
  • part of Oracles new 10g
  • tool suite.

38
Market leaders in MQE (SAP) Business Objects
  • Business Objects packages their solution in to a
    variety of tools, but the most comprehensive
    suite is BO XI. It contains performance
    management, information management, reporting,
    query and analysis tools based on BOs enterprise
    XI platform.
  • BI platform - Manage BI tools, reports, and
    applications
  • Enterprise info. Mgmt. (EIM) - Access, transform,
    and integrate data
  • Enterprise performance Mgmt.(EPM) - Match actions
    with strategy
  • Enterprise reporting - Access, format, and
    deliver data
  • Query and analysis - Self-serve analysis for
    users
  • Their MQE environment can create universes that
    provide user access to a virtual data warehouse
    where data can come from a variety of BI and/or
    transaction systems

Current release of BO XI is version 2.0
39
Market leaders in MQE
40
Other Useful Tool Categories
  • Report Servers Tools that creates batch reports
    that can be pixel formatted for statements and
    high-volume access.
  • The market leader in this segment is
  • Crystal Reports in its new release
  • Crystal-2008.
  • Statistical Software Tools that provide
    advanced statistical functions, i.e. clustering,
    neural networks, decision trees, discrimminant
    analysis, analysis of variance for complex
    decision making.
  • The market leader in this segment
    is
  • SAS Institute and their SAS/Stat tool

41
What Well Cover
  • Overview BI and Data Warehousing
  • Budgeting, staffing and scoping a project
  • Selecting an OLAP Tool
  • What are the ERP-BI vendors doing
  • a look at SAP, Oracle, PeopleSoft, Siebel,
    JDEs BI tools
  • The future of BI
  • Wrap up

42
SAPs packaged DSS solutions
  • SAPs Integrated BI solution is known as
    NetWeaver.
  • This is a group of product components including
  • Data Warehouses (BW)
  • Strategic Enterprise management (SEM)
  • Corporate Performance mgmt (CPM)
  • Business planning simulation (BPS)
  • Business Consolidation services (BCS)
  • Stakeholder relationship mgmt (SRM)
  • Data Mining (inside BW)
  • Advanced Planning and Optimization (APO-BI)
  • Supply Chain Event Manager (SCEM-BI)

The DW is the source of the data for all these
integrated analytical applications (iAnalytics)
43
ERP Data warehousing Example SAP Business
Warehouse
Source SAP AG, 2007
44
Todays SAP web reports
  • The most common way of deploying BW queries are
    through a standard, or customized web template
    with built-in navigational features. BW provides
    a global web template that can be enhanced with
    logos, colors, fonts and additional features
    using Java Server Pages.

45
Where is SAP heading?
  • In October 2007, SAP launched a new tool suite
    called Corporate Performance Management (CPM)
    Note same acronym but new tools.
  • The new SAP CPM is a collection of 3 tools it
    acquired in 2005-2006
  • SAP Strategy Management (formerly PilotWorks)
  • SAP Business Planning and Consolidation (formerly
    OutlookSoft 5)
  • SAP Business Profitability Management by Acorn

KEY POINT What we see is a temporary strategy
of integrating previously acquired software under
a shared marketing umbrella until SAP can digest
the Business Objects acquisition (2008) and build
coherent front-end tools. In the interim, SAP
will have a complex number of tools with
overlapping capabilities.
46
Oracles Legacy Approach to BI
  • Oracle Business Intelligence Applications
  • Oracle's analytic applications include corporate
    performance management, interactive dashboarding
    (i.e. from Oracles Financial Analyzer), and
    embedded analytics. It is pre-built, industry
    specific analytic applications for BI based on
    business functions and user roles.
  • Oracle Business Intelligence Suite
  • Business Intelligence Suite is intended for
    executives, managers, and front line workers ,
    and include ad hoc query and analysis, proactive
    intelligence and alerts, advanced reporting, and
    predictive analytics.
  • Oracle Data Warehousing
  • The Data Warehousing products include a graphical
    environment that supports design, deployment, and
    management of data warehouses. It include
    parallel database technology, and a suite of data
    access and management tools.

47
Oracles New Approach to ERP BI
  • Oracles answer to SAPs NetWeaver is the
    Collective packaging of Fusion BI and their
    analytical applications

Source Oracle
48
Oracles Corporate Performance Mgmt (CPM) BI
applications
  • Today, the CPM applications include 6 different
    areas Balanced scorecards, Enterprise planning
    and budgeting, Daily business intelligence,
    Public sector budgeting, Financial consolidation
    hub and Profitability manager
  • Planning Budgeting Forecasting
  • Workforce Planning
  • Capital Planning
  • Demand Planning
  • Public Sector Budgeting
  • Financial Services Budgeting
  • Role-Based Scorecards
  • Financial - CFO
  • Workforce Planning
  • Customer
  • Supplier
  • Profitability Management Optimization
  • ABM/ABC
  • Transfer Pricing
  • Customer Behavior Modeling
  • Financial Consolidation Compliance
  • Financial Consolidation
  • Sarbanes-Oxley Compliance
  • IFRS, Basel-II
  • Project Portfolio Management

Source White paper Oracle Fusion Applications
49
Oracles Interactive Dashboards embedded
analytics
  • Supply Chain
  • Order Fulfillment
  • Logistics
  • Manufacturing
  • Planning
  • Costing
  • Maintenance
  • Product Lifecycle
  • Expenses
  • Revenue
  • PL
  • Cash flow
  • Projects
  • Marketing
  • Campaign
  • Telemarketing
  • Sales
  • Procurement
  • Commodity mgmt.
  • Supplier mgmt.
  • Procurement operations
  • Procure-to-pay
  • Financials
  • Compliance
  • Payables
  • Receivables
  • Human Resources
  • Workforce readiness
  • Total compensation
  • Benefits
  • Workforce planning
  • Talent management
  • Compliance
  • Service
  • Call center
  • Help desk

The daily business intelligence is presented in
46 overview pages, 287 KPIs and 769 delivered
reports
  • The interactive dashboards and embedded analytics
    covers a variety of scenarios and many of them
    allows drill down to the supporting transactions
    in the data warehouse or the transaction system.

Source White paper Oracle Fusion Applications,
50
PeopleSofts Enterprise Performance Management -
EPM
  • PeopleSofts approach to ERP analytics is through
    20 datamarts and a set of BI analytical
    applications that round on top of these
  • CRM Warehouse
  • Customer mart
  • Marketing mart
  • Sales mart
  • Services mart
  • Financials Warehouse
  • Advanced cost accounting mart
  • Enterprise service automation (ESA) mart
  • General ledger profitability mart
  • Payables mart
  • Receivables mart
  • Real estate mart
  • HCM Warehouse
  • Compensation mart
  • Learning development mart
  • Recruiting mart
  • Workforce profiling mart
  • Supply Chain Warehouse
  • Fulfillment billing mart
  • Inventory mart
  • Manufacturing mart
  • Procurement mart
  • Spend mart
  • Supply chain planning mart

These are the 20 pre-delivered data marts that
comes with ETL programs as well
51
PeopleSofts EPM BI Applications
  • PeopleSofts BI analytical applications.
  • CRM Analytics
  • Customer behavior modeling
  • Customer scorecard
  • Financial Analytics
  • Activity based management
  • Funds transfer pricing
  • Global consolidations
  • Planning budgeting
  • Project portfolio management
  • Risk-weighted capital
  • Scorecards
  • Supply Chain Analytics
  • Activity based management
  • Manufacturing scorecard
  • Supplier rating system
  • Workforce Analytics
  • Workforce planning
  • Workforce rewards
  • Workforce scorecard
  • Industry Specific Analytics
  • Funds transfer pricing
  • Healthcare scorecard
  • Manufacturing scorecard
  • Risk Weighted capital

These analytical applications runs on top of the
20 pre-delivered datamarts from PeopleSoft.
Source White paper PeopleSoft Enterprise
Performance Management,
52
What is Oracle going to do with it all?
  • Oracle has already integrated the Siebel's BI
    analytic solutions in Oracle Business
    Intelligence Suite Enterprise Ed. (as of 2006).
  • In 2007 Oracle added more content for higher
    education, pharma-
  • ceuticals and financial services, but is still
    weak on industry solutions
  • in most other areas.
  • The 2008 challenge for Oracle is to
  • expand the Fusion analytics
  • platform to create the next
  • generation of integrated BI
  • applications.
  • This will include a combination
  • of the Business Intelligence
  • Suite and Oracle applications

53
Where is Oracle heading?
  • In February 2007 Oracle made their E-Business
    Suite v.12 generally available. This delivered
    specific analytics by integrating Oracle Business
    Intelligence Suite with PeopleSoft Enterprise and
    JD Edwards EnterpriseOne.
  • Oracle also announced that Fusion Applications
    (available 2008) will bring together the
    concepts of all the suites..
  • With the release of PeopleSoft Enterprise version
    9.0 in 2007 there were also new enhancements to
    Enterprise Performance Management capabilities,
    but the future of EPM is somewhat unclear (Oracle
    says it will support it indefinably, but have not
    announced a new release date)..

KEY POINTS What we see is two tracks One with
continued development of legacy and heritance ERP
BI applications, and on track with the to-be
vision of integrated analytics based on the
Oracle fusion as the platform, and business
intelligence suite as the integrated BI
applications
54
Putting it all into context..
Oracle E-business suite applications
SAP APO
Oracle BI suite Enterprise edition
SAP Strategic enterprise mgmt
SAP BW
PeopleSoft EPM
Siebel BI
Oracle BI suite standard edition
Oracle BI suite standard one edition
55
What Well Cover
  • Overview BI and Data Warehousing
  • Budgeting, staffing and scoping a project
  • Selecting an OLAP Tool
  • What are the ERP-BI vendors doing
  • a look at SAP, Oracle, PeopleSoft, Siebel,
    JDEs BI tools
  • The future of BI
  • Wrap up

56
TREND More visualization tools (I.e. SAPs
Visual Composer)
A Visual Composer is a tool to visualize the
data. It is a browser-based intuitive modeling
and design tool for rapid application development
and prototyping in a code-free development
environment.
SAP NetWeaversVisual Composer
57
TREND Virtual OLAP
  • Virtual OLAP is a trend of merging operational
    and analytical data in a logical manner.
  • Since the merger is virtual, it can have zero lag
    time and therefore provide real-time analytics.
  • Many companies such as the GL company is
    providing tie-ins to Oracle applications and
    databases that can logically merge the data as
    well as transform the data to external indexing
    engines for extremely fast query accessing.

58
TREND Virtual OLAP an SAP approach
  • SAP launched the BI accelerator at the end of
    June 2006.
  • This tool takes BI and/or operational data and
    creates a proprietary indexing system that allows
    users to access the data very quickly.
  • Query performance can
  • be 100s of times faster
  • than traditional ROLAP.

Source Alexander Peter, SAP AG, 2006
59
Trend BI applications are creating new date to
the DW
  • In Data warehousing v2.0 (Bill Immons new
    terminology), we are using BI applications to
    create new data that needs to be fed to the data
    warehouse, and /or the transactional system
  • Tools are now available to build association data
    sets that creates updates in the transaction
    systems based on BI findings (i.e. customer
    segmentation, risk, profitability flagging etc).

Images Bhanu Gupta, ASUG 2005 Illinois chapter
60
Most BI projects are abandoning the vendor
delivered methodologies
  • All major vendors have proposed BI
    methodologies, but they are predominantly based
    on traditional approaches to building transaction
    systems.

SDLC methodologies are for building transactional
systems. For BI, there are several other
alternatives.
Source Dr. Bjarne Berg, SAP Project Management
Conference - Oct. 2005, Las Vegas How to pick
JAD, RAD, XP or a SDLC Methodology for your IT
project
61
What Well Cover
  • Overview BI and Data Warehousing
  • Budgeting, staffing and scoping a project
  • Selecting an OLAP Tool
  • What are the ERP-BI vendors doing
  • a look at SAP, Oracle, PeopleSoft, Siebel,
    JDEs BI tools
  • The future of BI
  • Wrap up

62
Your Turn!
COMERIT (presentations, articles,
accellerators) www.comerit.net
Dr. Bjarne Berg bberg_at_comerit.net
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