the multi-platform bi company: strategic business intelligence (bi) that meets today’s demanding...
TRANSCRIPT
The Multi-platform BI Company:
Strategic Business Intelligence (BI) that meets today’s demanding business decision needs
• A Strategic implementation of Oracle BI/Analytics and Tableau Visual Analytics to drive business transformation & innovation
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Speakers
• Sean Otto‑ Email: [email protected]‑ Customer Satisfaction Analyst, Market Intelligence,
Climate Solutions
• David Orr‑ Email: [email protected]‑ IT Leader, Global B/I Analytic, Climate Solutions,
Information System
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• A $14 billion diversified industrial company
• Over 58,000 employees worldwide
• About 83 manufacturing facilities worldwide
• Operations in every major geographic region
• Strategic brands are #1 or #2 in their markets
Who We Are
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Ingersoll Rand: Market-leading Brands
WorldwideCommercial and
Residential HVAC Equipment
Lock and door hardware,
security solutions
Manufacturer of golf cars and
utility vehicles
Worldwide transport
refrigeration
Air compressors, air and power
tools
Comfort and Climate Control Brands
Industrial Brands Security Brand
Our Brand Promise: We inspire progress by unleashing the potential of people and technologies. Our people, products, systems and services make everyday living healthier, safer, more energy efficient, productive and comfortable—enabling our customers to achieve real progress and create a positive impact in their world.
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Overview:
• Background ‑ Challenges that corporate IT teams and the business
currently experience
• How we developed our strategic vision for BI• What we learned and implemented• Where are we going with BI regionally and globally• How we use Tableau in the business
‑ A little bit of show and tell.
• Goal: help you learn some ways to advocate for a multi-platform system.
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The Tableau Beginnings
• Challenge‑ 3 different transactional customer experience surveys
for 20+ different districts & 50+ different office locations‑ Minimum of 20 hours a month to design a basic excel
report that provided minimal information‑ Not a significant business priority to get on the
integration list for Oracle Business Intelligence (OBI)‑ Data wasn’t communicated or used in the business
‑ Our customer’s were being forgotten…..
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The beginnings contd.
• Solution‑ Used Tableau to create a monthly Customer Experience
report (show and tell later)‑ After 3 months we had 200+ regular monthly users of the
report with increased message communication
• Conclusion:‑ We found significant success using Tableau for secondary
data and looking at the current IT footprint developed a new IT footprint that included Tableau Server.
“When I first saw the new reports I thought it was just a flavor on an old box, but it has taken me 9 months before I realized that there is extreme business value in this report.”
- Territory VP
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Technology in society
• In a few hundred years, when the history of our time is written from a long-term perspective, it is likely the most important event historians will see is not the technology, but the unprecedented change in the human condition. For the first time, people have choices.”‑ Peter F. Drucker
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What we mean by Business Intelligence
• Intelligently applying available business data to derive insight and improve decision making at all levels of the business‑ This can come from highly strategic and governed
processes Aggregate data of large volumes
‑ This can come from ad-hoc queries or secondary data sources Nuanced detail
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Why is information and analysis so important?
What is the best course of action?
Why Did it Happen?
What Happened?
What Will Happen?
Level of Skill Required
Level of Business Impact
Descriptive Analytics
Diagnostic Analytics
Predictive Analytics
Prescriptive Analytics
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Earliest form of report creation
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What is IT, really?
A governed, systemic process for data management
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The yin & yang of IT and the business
DataIT
Department
Business Unit Department(s)
/ Analysts
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Historical challenges with BI
Power Users (~20%)• Create lots of reports• Create inconsistent
reports• Create runaway
queries• Waste time & money
Casual Users (~80%)• Can’t find the right report• No single version of the truth• Slow response times• Too complex to use• Business moves too fast
Static Reports
Interactive Reports
Ad Hoc Query / OLAP
Data Discovery
Data DumpsExcel / Access
Decentralized / AutonomousCentralized / Controlled
The elusive sweet spot
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• Empower Business Units
Challenges from the IT perspective
• Drive analytics based decision making
• Create organizational relationships• How do we manage resources
effectively so the system
• Anywhere / Anydata
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Challenges from the Business Units
• Connect with relevant data sources
• Understand and communicate business insight
• Avoid the deluge of miscellaneous reports
• Speed up the process
• Improve communication and utilization of data
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IT led BI vs. Self-Service BI
“Um, why should I rely on you, if there are tools out there that I can use myself and purchase for my team?”
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The Strategic vision of BI
OLTP & ODSSystems
DataWarehouseData Mart
OraclePeopleSoft, Siebel,Custom Apps
FilesExcelXML
BusinessProcess
Oracle BI Server/BI Apps (ERP/CRM)
Common Enterprise Information Model/Analytics foundation
Fixed formatReporting &Publishing (BIP)
Interactive Dashboards, Alerts, ad hoc analysis
CS Global ODS
Data Marts
Standard KPI’s & informationRapid-fire data visualization &
Fast visual analytics
All data sources, incl. Excel, Access, external, Hadoop
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Trane’s new perspective on BI
Power Users (~20%)• Create consistent reports• Save time & money w/
improved efficiencies• Need to visualize data for
effective communications
Casual Users (~80%)• Single version of the truth• Mobile/Tablet Capable• “Tailored delivery”
Static Reports
Interactive Reports
Ad Hoc Query / OLAP
Data Discovery / Visual Analysis
Data DumpsExcel / Access
Decentralized / AutonomousCentralized / Controlled
Sweet spot A Sweet spot B
Oracle BI Tableau
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Where do BI/Analytic tools fit in to the information and analysis process?
What is Happening?
Why Did it Happen?
What Happened?
What Will Happen?
Competitive advantage
Level of Business Impact/Degree of Intelligence
Descriptive Analytics
Diagnostic Analytics
Predictive Analytics
Prescriptive Analytics
Oracle BI
Tableau
Other vendors
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Tableau Server Goals
The main objective of Tableau Server is to:• Move to a more proactive data discovery, analysis,
forecasting & insight generation• Increase security and availability• Increased data quality, accuracy & reliability• Enable business units to be less dependent upon IT
report generation and more integrated with IT on data oversight
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• Without a strategy that is centered around standards Chaos can ensue
Tableau Visual analytics - A governance/process based implementation plans
• Oversight is necessary and cross communication between IT and BU
• Oversight is necessary within Business Units
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Tableau implementation Challenges
• Which BU gets first dibs? Whose next?• What is our expected use forecast?• What type of oversight is needed on the Business Units?
‑ Including establishing a governance / taxonomy
• What type of oversight is needed for the IT working with Tableau Server
• What is the communication strategy?‑ For IT?‑ For the Business Units?‑ For the End Users?
• Let’s define the playground…‑ Who gets what? When? And Why?
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Oracle BI
• Core business transactional system data
• Financial data / forecasts / sales / margins
• Cross-sector data reports and dashboards
• S.M.A.R.T. Transformation
Tableau
• Reports not available in OBIEE
• Reports on data not connected to OBIEE
• Reports for ad-hoc data• Higher quality of data
visualization needed• Data Discovery /
hypothesis testing
BI/Analytics Framework - Guidelines
Tableau is NOT meant to replace OBI
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Changes in governance models
IT Governance BI
• Nothing really changes on the data governance side
• IT needs training on what Self-Service BI is all about
Tableau Governance
• BU Need new skills‑ Analyst Training
Server Data feeds / collaboration
‑ Super user Training‑ End User Training‑ Requests for Licenses‑ Requests for Server
Access / configurations‑ Tableau user community‑ Weekly best practices
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Differences between Oracle and Tableau Data Governance
Oracle OBIEE
Report generation managed through a hierarchical queue of business importance. • IT tasks:
‑ Data Reliability‑ Data Integrity‑ Data Monitoring‑ Data Oversight‑ Report Generation‑ Report Oversight
• BU Tasks:‑ Data Consumption
TableauRapid Report generation based upon the needs of the business unit, creating multiple self-service queues within each business unit• IT Tasks
‑ Data Reliability‑ Data Integrity‑ Data Monitoring‑ Data Oversight
• BU Tasks‑ Report Generation‑ Report Oversight‑ Data consumption
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Internal Support Systems
• Internal Request Systems‑ MyRequest
For Desktop licenses requests – Requires 15 min training course For User access on the Server For Database connectivity requests
‑ MyTicket For data connectivity issues For any Tableau Server Issues
• Education - IRU‑ Course on Tableau Server Usage‑ Course on Desktop Use‑ IR Tableau Strategy‑ Monthly Best Practices within IR‑ Internal wiki for learning and development
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Communication Strategies
• IT Oversight team – Monthly meeting‑ Work on data connectivity issues‑ Assess server load / access issues‑ BU requests
• Business Unit Oversight teams – Monthly meetings‑ Made up of Tableau Super Users
Individuals with vested interests in Tableau Reports
‑ Best practices‑ Tableau usage / connectivity issues‑ Tableau Community
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Challenges in maintaining the dual infrastructure
• Challenges with Self-Service BI & maintaining the momentum.‑ Internal communications‑ Training users on data visualization
Not everyone “sees” the utility of visualizing data
‑ Keeping leadership informed on the value it is providing Leadership support has been key in advocating strategy
for Oracle and Tableau
‑ Playing nicely in the sandbox with IT Sometimes ‘No’ is a good answer.
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Where are we today and where are we going?
• Timeline:‑ Q3 2012 to Q1 2013 – Roll-out to different North American
Region functional units Customer Experience (CX) Parts Operations Service Operations Finance
‑ 2013 Global deployment Latin America EMIEA Asia Pacific
‑ Early to Mid 2013 additional IR Sector deployment
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Now for some show and tell
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Contact info
• Sean Otto - Business Leader, Analytics• David Orr – IT Leader, BI/Analytics• Sanjeev Addala, Sr. Director, Information Technology
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