the business intelligence journey at weyerhaeuser
TRANSCRIPT
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1 Entire contents © 2005 Forrester Research, Inc. All rights reserved.
The BI Journey at Weyerhaeuser
Kathy MayDirector - IT Business Intelligence ServicesWeyerhaeuser
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2 Entire contents © 2005 Forrester Research, Inc. All rights reserved.
§ Introduction to Weyerhaeuser
§ BI at Weyerhaeuser: § Vision and Business Case§ Strategy and Status
§ Technology considerations and solutions
§ Implementation planning and execution
§ The road ahead
Agenda
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Introduction to Weyerhaeuser
Weyerhaeuser – Who are we?
Weyerhaeuser Company is an international forest products company with annual sales of $22.6 billion. Our company was founded in 1900 and currently employs about 54,000 people in 18 countries. We’ve ranked in the Fortune 200 since 1956.
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Introduction to Weyerhaeuser
Enterprise Strategy Enablement
•Weyerhaeuser recently completed a major corporate initiative to centralize and consolidate enterprise financials.
•SAP’s R/3 was implemented for Transactional Processing.
•SAP’s BI was implemented for Information Analytics & Enterprise Reporting
•SAP’s NetWeaver Portal was implemented as the User Interface.
•Weyerhaeuser is now introducing integrated supply chain management across all of our businesses to maximize efficiency and optimize the use of resources and business support.
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• Business intelligence (BI) at Weyerhaeuser is a broad category of business processes, application software and other technologies for gathering, storing, analyzing, and providing access to data to help users make better businessdecisions.
• Weyerhaeuser’s BI spans:• Collecting data • Storing data• Discerning patterns and meaning in the data to take
appropriate actions•Fixed Analysis•Flexible Analysis•Analysis ON DEMAND
Vision and Business Case
What is BI at Weyerhaeuser?
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Vision and Business Case
Why Business Intelligence?• Pace and complexity of business increasing
• Time available to make an informed decision is shrinking
• Acquisitions increase diversity of operational source systems, data
• Supply chain focus requires cross-functional, cross-business analysis
• Gain new business insights
• Analyze results and trends to help increase revenue, lower costs
• Target future opportunities which maximize return
• Assess impact of decisions prior to implementation
• End users demanding more complex reports, more often
• New analytical applications increases the power available to the user
• Allows IT to deliver results to users faster, and incrementally
• Managed Data Warehouse consolidates critical company information
• Increases consistency, efficiency, reusability
• Enterprise and business-specific information are compatible
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Strategy and Status
Weyerhaeuser’s BI Strategy• Fall 2001 –Managed Data Warehouse strategy approved• Enterprise Data Warehouse to house critical corporate data:
• Uses metadata definitions from Data Management Strategy • EDW platform is SAP’s Business Intelligence (BI)• Financial data and Standard Financial Reports in production• Supply chain data in process
• Shared Datamart environment for business-specific datamarts:• SDM uses MS SQL Server and Analysis Services platform• Consolidates independent data marts into common “shared”
infrastructure environment• Reduces costs, and improves performance and management
• Migration Path:• Transition independent datamarts to Enterprise Data
Warehouse as business drivers arise
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Strategy and Status
Managed Data Warehouse: Weyerhaeuser Strategy End-State
Managed Data Warehouse: Moving Forward:
• Consolidate existing independent data marts into the shared data mart environment• Encourage creation of dependent data marts and elimination of independent data marts• Use of data stewards to oversee the quality of data stored in the MDW
Dat
a A
cqui
sitio
n(T
rans
form
atio
n &
Inte
grat
ion)
Dat
a D
eliv
ery
External
SAP R/3
PeopleSoft
Other Strategic Non-SAP
apps
DataWarehouse
DataWarehouse
DependentData Mart
DependentData Mart
DependentData Mart
DependentData Mart
IndependentData Mart
IndependentData Mart
Operational Systems
ETL ToolsEnterprise Data Warehouse
(SAP-BI)
Datamarts(SAP-BI,
MS SQL Server & Tools)
External
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Material Management• Purchasing Infoprovider
• Inventory Infoprovider
• Bill of Materials Infoprovider
• Reservations Infoprovider
• Services Infoprovider
• Inventory, BOM, Reservations Infoprovider
Strategy and Status
A Sense of Size: Current EDW Content
Plant Maintenance• Maint. Orders (Plan/Actual) Infoprovider
• Maint. Orders Actual Infoprovider
• Notifications Infoprovider
• Maintenance Order Actual & NotificationsFinancials• Accounts Receivables Infoprovider
• Dispute Management
• Accounts Payables Infoprovider
• P-Card Infoprovider
• AP and P-Card
• Banking – Sales Tax, Lockbox
Controlling• Profit Center Accounting Infoprovider
• Cost Center Accounting Infoprovider
• Standard Financial Reports (SFR)
• Manufacturing Cost Reports
Consolidations• Consolidations Infoprovider
• Standard Financial Reports (SFR)
• Consolidation Reports
Information Sources• SAP R/3 (include SEM-BCS)
• SAP DM
• P-Card
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Strategy and Status
EDW current production “by the numbers”
306No of Queries by BI Development Team
41,396Number of Crystal Instances / month
609Number of BI Analysts (all areas)
3,780Number of Active Users
84No. of Fixed Reports
123No. of Flex Reports
11,290Number of Named Users
45EDW and Integration Layer Objects
260Master Data Sources (R/3)
105Logical Partitions Layer Objects
25Reporting InfoProviders
684No. of Queries by BI Analysts
125Process Chains
55Transactional Data Sources (R/3)
# of ObjectsObject Type
…. 16 million records daily loaded into SAP-BI
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Strategy and Status
Current Business-Specific DatamartsEnterprise Systems:• Employee Data Mart • International Employees• CAPTAP• Training Datamart• Westwood ShippingiLevel & Wood Products:• Wood Products Sales• WBM Sales• WP Legacy Sales Reporting• Softwood Lumber Anti-Dumping• Lumber Track DM• OdysseyDM• Structurwood / OSB MIS• Trus Joist• Sales Analysis Mgt (SAMS)• BMGSI• iLevel Secctor Data Warehouse
Pulp & Paper:• Fine Paper Sales• Fine Paper Inventory• TransportationTimberlands & International:
• Brascan (BC Coastal BI)• CAPS• CFL / WQ MRX• CRAFT / RAFT / LIMS• LIS• SWiMS• STORM• TRACTSWRECO:• WRI• Quadrant
Integration & Web Services:• New Home Technologies• myWey Order ServicesManufacturing:• NORPAC Production ReportingIT Management:• Data Center Transformation DM• IS Consumption Dashboard• IT Management Dashboard• IT Security• Software Purchases
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StrategicInformation Needs that are needed for making Strategic DecisionsTypical questions: What are the sales trends over the last three years?
Who have been our most profitable customers?
Technology Considerations and Solutions
Information Needs – Not just “Reports”
TacticalInformation Needs to make tactical decisions (e.g. improve operating efficiencies in short-term)Typical questions: What were the sales from the western region last week?
OperationalInformation that is real-time for supporting daily operationsTypical questions: What is the account balance right now?
Has an invoice been paid?
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BI Author• IT & Business User who need to create
reports for others• Supports & trouble-shoot reports for others
– 2nd tier support• Publish reports to roles
BI Analyst• Business Users who do their own analysis• Create reports for their own use• May present reports to others (using
Bookmark)BI Consumer
• Informational Consumers who run prepared reports
• Doesn’t interact extensively with data, typically
• Diversified in many ways (skill-sets, guided navigations etc)
• Standard Reports are developed by BI Development Team – Web Reports, Crystal Reports
Technology Considerations and Solutions
BI End-User Roles
Capability
Training
BI Consumers
BI Analysts
BI Authors
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Technology Considerations and Solutions
Different Tools for Different Users
Business Analytics: Give the power to the business Strategic
Analysis
Monitoring
InteractiveReporting
DesktopTools
Dashboards
Web-basedActive
Reports
Analysts
CasualUsers
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myRoots
SAP Portal
Flex Reports(BW-Web)
ETL (Datastage)
Non-R/3 Information Sources
BI
R/3
BEx Query
BI Analysts
Fixed Reports(BW-Crystal)
Downstream Systems (automated)
Hub &
Spoke
MDM
Dashboard
BEx Query
MasterData
TransactionData
Infoobject
Report Extract (manual)
Technology Considerations and Solutions
Weyerhaeuser SAP-BI Architecture
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Technology Considerations and Solutions
How We Chose this Architecture
SAP’s BI (currently version 3.5, upgrading to NW04s)• Enterprise solution that serves both for SAP and non-SAP data• SAP BI Business Content reduces R/3 data extract development
Business Object’s Crystal Enterprise used for formatted reports and automated reported generation with SAP BI
• SAP strategic partner, full-featured reporting capabilities, integrated with SAP BIIBM’s Ascential DataStage used to extract, transform and load data from non-
SAP sources • SAP strategic partner, strong data mapping & translation capabilities
IBM’s Tivoli Job Scheduling for managing all batch jobs in the environment• Weyerhaeuser standard, ease of use
SAP’s Portal as a front-end for all SAP-BI Reports• Part of SAP NetWeaver suite, seemless integration with SAP BI
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Implementation Planning & Execution
Project PlanningStart Small:
• Pilot project to implement Financial Cost Reports from SAP BI in 2002-3• Included BW Utility effort to implement tools, processes and environment• Resolved many issues connecting components of the architecture and technologies
Incremental Releases: • Backbone project for Enterprise Financials, Materials Management, Plant
Maintenance – alternating functional and user releasesRe-engineer the business first
• Supply chain effort started with Business process re-design• Tested process with interim technology enablement• Now configuring SAP to somewhat proven business processes
Three simultaneous, coordinated focal areas:• Process – R/3 configuration• Data – Enterprise data standards and definitions• Reporting and Analytics – BI and R/3• Use common methodology and tools across entire effort (Solution Manager)
Reporting specific considerations:• Reporting must start early so that the processes can capture the needed data• Base BI Reporting on KPI’s that must be consistent across the enterprise• Provide a minimal set of standard reports, then teach the business to build their own
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Implementation Planning & Execution
BI Program Management
Finance
Process SponsorProcess/Data Owner
Order to Cash
Process SponsorProcess/Data Owner
Pipeline Mgt
Process SponsorProcess/Data Owner
Materials Mgt
Process SponsorProcess/Data Owner
Plan to Mfg
Process SponsorProcess/Data Owner
iLevel - Business & IT LOB SME’s
Cellulose Fibers - Business & IT LOB SME’s
Business & IT Process SME’s
Business & IT Process SME’s
Business & IT Process SME’s
Business & IT Process SME’s
Business & IT Process SME’s
EBS Program ABM, BFM and PMBus Sol Lead / E2E Tech Lead BSL / E2E BSL / E2E BSL / E2E BSL / E2E
Enterprise Process Council
Chi
ef O
pera
ting
Offi
cer
Etc. - Business & IT LOB SME’s
Senior Management Team
Enterprise Data Sponsor, Enterprise Reporting Lead
Enterprise Information Management Focus
Bus Reporting Lead Tech Reporting Lead
BRL / TRL BRL / TRL BRL / TRL BRL / TRL
Data Solutions LeadData Operations Lead DSL / DOL DSL / DOL DSL / DOL DSL / DOL
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Implementation Planning & Execution
BI Delivery Structure
Asset M
gmt
Engagem
ent Lead C
F-RW
P
Engagem
ent Lead
CB
PR-TBL
Engagem
ent Lead
Production E
nhancement
(> 40 hrs?)
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§Small in-house team of employees§Selected strategic sourcing partner early (ours was Wipro)
§Began with Senior Consultants (Coaches) rather than only staff augmentation§Those Coaches help define the overall BI EDW program§Collaboratively built appropriate development processes, standards and procedures§ Strive to retain those Senior Consultant, yet plan for succession and knowledge transfer§In-house and sourcing teams grow together in knowledge and skills
§Strategic sourcing partner benefits realized§“The whole was greater than the sum of the parts”§Truly became one team, working toward common goals§Many creative, innovative ideas brought to the table
§Examples of key contributions toward our success§Significant contributions toward strategy & design of EDW layer§Helped overcome very late functional specs from business teams via:
§early prototyping§rapid off-shore ramp-up§“follow the sun” development
§Developed internal BI test data to accelerate build while waiting for R/3 completion§Designed and implemented data quality procedures
Implementation Planning & Execution
BI Program Sourcing
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§
Implementation Planning & Execution
Project Approach
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The Road Ahead
Future plans
• In process on enterprise wide supply chain effort (3+ year effort)• Upgrading to NW 04s (Q1 2007)• Analyzing potential for full managed service outsource of EDW Support
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Questions