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

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2 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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5 Program Agenda Challenges in Enterprise Dimension Governance Oracle Enterprise Dimension Governance Solution Use Cases Customer Success

6 Business User s Challenges Business User related information and logic is managed by IT Data Warehouse / Business Intelligence Dimensions KPIs Hirarchies Agility, Flexibility & Transparency Quality of Data Reference Data Business Rules Calculations How do I get control? Business User 6

7 Business User s Challenges Business User related information and logic is managed by IT Data Warehouse / Business Intelligence Dimensions KPIs Hirarchies Agility, Flexibility & Transparency Quality of Data Reference Data Business Rules Calculations How do I get control? Business User

8 A Single Change Impacts Many Systems Flexibility and agility are the hallmarks of the Real-Time [Agile] Enterprise EPM HR / HCM SCM Website CRM BI ERP (EBS, SAP, Other) Master Data Dimensions Hierarchies Reference Data Data Warehouses and Data Marts Oracle SQL Server DB2 Teradata Other XML Excel Text Multi-dimensional Essbase Oracle OLAP Microsoft SAP BW Enterprise Dimension Governance

9 What s Needed to Unlock Potential? Example: The Financial Planning, Management & Close For CFOs GOALS For CIOs Agile Processes Centralized Controls Built for Change Improved Accountability Performance Management Platform / BI and DWH RESULTS Engineered for Performance Centralized and Secure Leverage IT Investments On-Premise and Cloud

10 Typical Change process

11 Enterprise Dimension Governance Challenge Example: The Financial Planning, Management & Close 88% 20.5 Cite chart of accounts changes cause problems when closing the books 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 The Challenge of Corporate Reporting Research Study carried out by Dynamic Markets on behalf of Oracle and Accenture. 2012

12 Program Agenda Challenges in Enterprise Dimension Governance Oracle Enterprise Dimension Governance Solution Use Cases Customer Success

13 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

14 Effectively Manage Change with Enterprise Dimension Governance Best Practices

15 Change is Everywhere not Just in IT Business Users Understand the Context and Consequences Front Office Back Office Finance & HR Business Analytics Realign sales territories Reorganize sales team Update corporate structure Remove contact Change address Restructure product line Classify product Assign geo region Add vendor Remove supplier contact New employee Chart of Accounts (CoA) re-design New cost center Add tax jurisdiction Map global to local operating unit CoAs 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

16 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

17 Effectively Manage Change with Enterprise Dimension Governance Best Practices

18 Introducing DRM

19 Effectively Manage Change with Enterprise Dimension Governance Best Practices

20 Aligning Departmental and Enterprise Hierarchies

21 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

22 Effectively Manage Change with Enterprise Dimension Governance Best Practices

23 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

24 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

25 Effectively Manage Change with Enterprise Dimension Governance Best Practices

26 Projects and Transformation Dimension Alignment for DWH/BI EBS r12 Enterprise Dimension Governance DWH/BI Legacy

27 Projects and Transformation Acquisitions Consolidation Planning Data Warehouse Enterprise Dimension Governance PeopleSoft Navision EBS R12 Acquired Company

28 Enterprise Dimension Governance Summary EASY TO MANAGE ALTERNATIVE HIRAECHIES & DIMENSIONS EMPOWER BUSINESS USERS TAKING CONTROL ENABLE ROUTINE CHANGES Enterprise Dimension Governance value for DWH and BI alignment 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 DRM & DRG One, Single Communication and Change Platform

29 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

30 Program Agenda Challenges in Enterprise Dimension Governance Oracle Enterprise Dimension Governance Solution Use Cases Customer Success

31 Change Management Use Cases - Samples Organization Restructuring Position-based Purchase Authorization Sales Team Restructure New Financial Account Request Product Category Redesign Cost Center Owner Change Market Segmentation Changes Reporting Hierarchy Changes

32 Data Remediation Use Cases - Samples Data Validity Data Completeness Data Consistency Data Decay Data Similarity Data Differences Data Query Find / Search

33 Program Agenda Challenges in Enterprise Dimension Governance Oracle Enterprise Dimension Governance Solution Use Cases Customer Success

34 Realizing Significant Benefits from Oracle Data Relationship Management (DRM) The vast majority of CVI Members with DRM agreed or strongly agreed that they had received all of the significant benefits suggested.* Reduction in time spent managing hierarchy changes Agree Strongly Agree Neither Agree nor Disagree Reduction in hierarchy inconsistencies Ability to manage several versions of the dimensions/hierarchies Auditability of dimension/hierarchy changes *Preliminary Results Hierarchy alignment across EPM/BI and operational systems More consistent reporting Cost effective dimension/hierarchy management 0% 20% 40% 60% 80% 100% 120% % of CVI Members with DRM 2013 Oracle EPM Customer Value Index (CVI) BI and Enabling Technologies (Preliminary Results)

35 US IT Company - Single Source of Truth enables BI 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

36 Questions?

37 More Information Analytics

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