dwh/bi enabling technologies management of alternative bi and

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DWH/BI Enabling Technologies – Management of alternative BI and DWH Dimensions Getting Business into the driver seat

Ulrich Scheuber Sales Development MDM and OPA


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Program Agenda

Challenges in Enterprise Dimension Governance

Oracle Enterprise Dimension Governance Solution

Use Cases

Customer Success

1

2

3

4


Business User 6

Data Warehouse / Business Intelligence

KPIs

Dimensions

Hirarchies

Quality of Data Reference Data

Business Rules

How do I get control? Agility, Flexibility & Transparency …

Business User related information and logic is managed by IT

Business User’s Challenges

Calculations


Business User related information and logic is managed by IT

Business User’s Challenges

Business User

Data Warehouse / Business Intelligence

KPIs

Dimensions

Hirarchies

Quality of Data Reference Data

Business Rules

Calculations

How do I get control? Agility, Flexibility & Transparency …


A Single Change Impacts Many Systems Flexibility and agility are the hallmarks of the Real-Time [Agile] Enterprise

Data Warehouses

and Data Marts

• Oracle

• SQL Server

• DB2

• Teradata

Other

• XML

• Excel

• Text

Multi-dimensional

• Essbase

• Oracle OLAP

• Microsoft

• SAP BW

EPM

BI Website SCM

ERP (EBS,

SAP, Other)

CRM HR / HCM

Hierarchies

Master Data

Dimensions Reference

Data

Enterprise Dimension Governance

http://www.youtube.com/watch?v=3gJtyX300qg&list=UUd9eAcFU0wnwN1w_XAZ5Knw

http://www.youtube.com/watch?v=3gJtyX300qg&list=UUd9eAcFU0wnwN1w_XAZ5Knw


GOALS

RESULTS

What’s Needed to Unlock Potential? Example: The Financial Planning, Management & Close

• Agile Processes

• Centralized Controls

• Built for Change

• Improved Accountability

For CFOs…

• Engineered for Performance

• Centralized and Secure

• Leverage IT Investments

• On-Premise and Cloud

For CIOs…

Performance

Management

Platform /

BI and DWH


Typical Change process


Enterprise Dimension Governance Challenge Example: The Financial Planning, Management & Close

The Challenge of Corporate Reporting Research Study carried out by Dynamic Markets on behalf of Oracle and Accenture. ©2012

88%

20.5 On average it takes 20.5 man days to reconcile and update the chart of accounts at quarter-end

77% Cite data related issues caused delays in the last 12 months

Cite chart of accounts changes cause problems when closing the books


Program Agenda



Use Cases

Customer Success

1

2

3

4


Oracle Enterprise Dimension Governance Oriented to Line of Business

• Build dimensional and hierarchy consistency

• Effectively manage changes

• Across transactional and analytical systems

• Across Oracle and non-Oracle assets

• Accelerator and enabler for: – Enterprise Performance Management

– Financial Transformation Initiatives

– Business Transformation Initiatives

– DWH and BI agility and Business User Empowerment


Effectively Manage Change with Enterprise Dimension Governance Best Practices


Change is Everywhere not Just in IT Business Users Understand the Context and Consequences

Front Office

• Realign sales territories

• Reorganize sales team

• Update corporate structure

• Remove contact

• Change address

Back Office

• Restructure product line

• Classify product

• Assign geo region

• Add vendor

• Remove supplier contact

Finance & HR

• New employee

• Chart of Accounts (CoA) re-design

• New cost center

• Add tax jurisdiction

• Map global to local operating unit CoAs

Business

Analytics

• Add new product category

• Add market segment

• New cost centers for next fiscal budget

• Define new profit margin calc

• Map GL accounts to Consol account


Delegate Governance to Business Experts Enterprise Dimension Governance

• Unique Features

– Drag and drop hierarchy management

– Automatic attribute management with business rules

– Flexible versioning and what-if modelling capabilities

• Benefits

– Empowers users to easily make data changes based on their role and responsibility

– Minimizes manual IT data maintenance tasks

– Enables reliable what-if scenarios and impact analysis


Introducing DRM


Aligning Departmental and Enterprise Hierarchies


Ensure Alignment in a Single System of Record Enterprise Dimension Governance

• Unique Features

– Cross functional views reconciled in one system

– Built-in referential integrity for dimension management

– Query, comparison, logging and roll-back features

• Benefits

– Ensures consistent corporate definitions and metrics

– Saves time and resources reconciling reports and measures across business units

– Maintains mapping consistency across multiple systems


Delegate Governance To Business Users Enterprise Dimension Governance

• Unique Features

– Change management and data quality remediation workflow

– Pre-validate each request stage by enforcing business policies with rules

– Auto-generate attributes by calculating inherited and derived values

• Benefits

– Stimulates collaboration between business & IT to find data issues and resolve them

– Provides fully transparent activity trail for compliance and audit

– Embraces all players in the entire process


Sticky Governance for IT Enterprise Dimension Governance

• Unique Features

– Embedded configurable workflow

– Support of R-A-C-I model

– Auto-approve and escalation based on context

• Benefits

– Common technology

– Provides fully transparent activity trail for compliance and audit

– Collaborative environment where :

• Business owns the change management process

• IT keeps control


EBS r12

Projects and Transformation Dimension Alignment for DWH/BI

Legacy

DWH/BI

Enterprise Dimension

Governance


Projects and Transformation

Consolidation Data Warehouse

PeopleSoft Navision EBS R12 Acquired Company

Enterprise Dimension

Governance

Planning

Acquisitions


Enterprise Dimension Governance

EASY TO MANAGE ALTERNATIVE HIRAECHIES &

DIMENSIONS

EMPOWER BUSINESS USERS TAKING CONTROL

ENABLE ROUTINE CHANGES

ENABLE DIMENSION CONSISTENCY

ACCELERATE BUSINESS TRANSFORMATION

PROVIDE TRUSTWORTHY BUSINESS ANALYTICS

INCREASE AGILITY AND FLEXIBILITY

SIMPLE TO GOVERN

REDUCE BUSINESS RISKS

AVOID REPORTING INCONSISTENCIES

COMMUNICATION PLATFORM AMONGST

BUSINESS & IT

Enterprise Dimension Governance value for

DWH and BI alignment

DRM & DRG – One, Single Communication and Change Platform

Summary


DRM in a BI/DWH environment Reference Data - Data Flows

Process Flows – Existing dimensions, mappings,

rules and calculations get

extracted from ETL processes

– Dimensions, mappings, rules and calculations are managed in DRM

– Changes are sent back to the Staging Area & the Core DWH

– ETL process consumes the

changed reference data from the

Staging Area and the Core DWH

Benefits – ETL processes get rid of hard

coded reference data

Dimension Management - Done by Business integrated into ETL process


Program Agenda



Use Cases

Customer Success

1

2

3

4


Change Management Use Cases - Samples

Organization Restructuring

Product Category Redesign

Position-based Purchase Authorization

Cost Center Owner Change

Sales Team Restructure

Market Segmentation Changes

New Financial Account Request

Reporting Hierarchy Changes


Data Remediation Use Cases - Samples

Data Validity

Data Similarity

Data Completeness

Data Differences

Data Consistency

Data Query

Data Decay

Find / Search


Program Agenda



Use Cases

Customer Success

1

2

3

4


The vast majority of CVI Members with DRM agreed or strongly agreed that they had received all of the significant benefits suggested.*

Realizing Significant Benefits from Oracle Data Relationship Management (DRM)

0% 20% 40% 60% 80% 100% 120%

Cost effective dimension/hierarchy management

More consistent reporting

Hierarchy alignment across EPM/BI and operational systems

Auditability of dimension/hierarchy changes

Ability to manage several versions of the dimensions/hierarchies

Reduction in hierarchy inconsistencies

Reduction in time spent managing hierarchy changes

% of CVI Members with DRM

Agree Strongly Agree Neither Agree nor Disagree

*Preliminary Results

© 2013 Oracle EPM Customer Value Index (CVI) BI and Enabling Technologies (Preliminary Results)


• Enabled 3 alternative product hierarchies, for product ops, Sales, Marketing, Global Support orgs

• Business has the power to change master data with no IT intervention required

• Governance around hierarchies implemented to manage them effectively and safely

• Data integrity and security assured by business controlled access and comprehensive audit tracking

US IT Company - Single Source of Truth enables BI


Questions?


More Information

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