GADD platform Overview

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1 GADD platform Overview A GADD White Paper Published January, 2012 gaddsoftware.com

2 Table of content 1. Introduction What makes the GADD platform different? How it has evolved How easy it is to use for the many users How we enable openness and focus on integration The cost What makes a GADD solution different? People Steering Total cost of ownership Conceptual view Architecture GADD logical view GADD core components Layer one persistent Layer two and three functionality GADD plugins and extensions Appendix GADD products GADDxl Get your reports with one click WebGADD Get your reports and charts through any web browser AutoGADD Generate and publish reports automatically GADD Query Builder Build ad-hoc queries without knowing SQL GADD User admin Steer the access and usage of reports GADD Sales Pattern Optimizer Market Basket Analysis GADD Dashboard Publish key figures and make them available on any device GADD Data Storage Extremely cost-efficient and super-quick analysis GADD Data Exchange Extremely cost-efficient and customizable integration of data exchange Appendix Miscellaneous architectural points Focus on integration Does a BI solution need to save data? Does a BI solution need to include a new tool for analyzing data? Performance server or/and client processing in-memory Traditional BI what is that? GADD Data Storage Open and adaptive to optimize cost-efficiency Appendix Examples illustrated GADD Platform Overview page 2

3 11.1. GADDxl GADDxl Excel Integration GADDxl Cube GADDxl Publish as HTML AutoGADD AutoGADD report viewer GADD Interactive Dashboard GADD Explorer Grid GADD Platform Overview page 3

4 1. Introduction In this white paper we give an overview of the GADD platform. The target audience for this paper is anyone who is exploring BI solutions. This paper is an introduction to the question: Why should I choose the GADD platform instead of other products available from traditional BI vendors? 2. What makes the GADD platform different? The GADD platform is designed with focus on integration and to be used in the daily work by many users. We believe that BI should be integrated in the daily operation and available for all people in the organization. The integration possibilities of the GADD platform enable significant advantages to implement a BI solution that meets the unique requirement of each organization. The concept of sharing and publishing pre-defined queries makes it possible for people to use BI without the need of any education. The openness of the GADD platform makes it possible for people to use their own favorite tool for data analysis, e.g. MS Excel How it has evolved The GADD platform has evolved with close cooperation with one of the largest multinational company in the retailing business. The BI solution covers sales, logistics, warehouse and it is used in the daily operation as well as for tactic and strategic steering and follow up. It has been successfully proven in production and is currently used by more than users in more than 30 countries in Europe, North America, Asia and Australia How easy it is to use for the many users Our concept, platform, components and out-of-the-box applications enable advanced customization, quick implementation, manageability and usage without the need of education. The user can view information on common dashboards, choose to execute pre-defined queries as well as create their own queries or personalized dashboards How we enable openness and focus on integration Our platform has focus on integration and openness. Our data storage concept enables the customers to choose almost any database engine. Our data analysis tools can be used as well as other external tools such as e.g. Microsoft Excel that has super-easy integration. It is just one click. With our data exchange technology the user can retrieve data from several data sources and consolidate the data into one report within seconds and with just one click The cost Cost is what really sets us apart from the competition. Our solutions are extremely cost efficient and tailored to large user bases. Traditional BI vendors charge per user. We do not. Traditional BI vendors do not inform about the cost of maintenance, administration, co-ordination, education and steering when having users. We have the experience. GADD Platform Overview page 4

5 3. What makes a GADD solution different? The adaptiveness and openness of the GADD platform enable customized GADD solutions. Below are some key points that would make it different from traditional solutions. Number of users GADD Solutions Focus on making BI available for all users Traditional BI Solutions Focus on tactical and strategic BI for limited number of users Easy to use Limited or no education required Require education Integration possibilities with user choice of analyzing tools Integration possibilities towards data sources Acknowledging Excel being the first choice for many users. Fully integrated and with one click all data is transferred to Excel and displayed in Pivot. Can be set up to access data directly from the data source of the operational system and make it available for the users. This approach speeds up both development and the freshness of the data. Traditional approach to save the data in internal data storage can be used if it gives added value but are not required. Support exporting the data to MS Excel but is not integrated with MS Excel. Require a two step approach. Step one is to retrieve data from a data source and save it in an internal data storage. Step two is to enable users to analyze the data retrieved. This approach slows down both development and the freshness of the data. User administration Is designed to handle up to users. User information is easily administrated in a user directory. User roles, privileges and preferences can be defined. Is designed with focus on limited or few users. Steering Customization Time to initial deployment Total cost of ownership Is designed to enable steering of the BI solution. Promote user initiative and sharing but support steering of queries, user access and statistics on which queries are used. Has an architecture that supports customization on source code level to enable full integration. Quick Low Are not strong on steering. Rely on user initiate and sharing to be the driving forces of BI. Has an architecture that is limited to customization on configuration level. Slow Significantly higher if many users Fig. What makes a GADD solution different? GADD Platform Overview page 5

6 4. People People are the most valuable asset of an organization and they have different needs and different skills. Some people only need to view information on a dashboard, some need to execute pre-defined queries and other need to create their own queries and their own dashboards. We have people that have great skills using tools for data analysis. We want a BI solution that fulfills the needs of the people and makes use of the skills that already exists. We should secure that the BI solution is adapted to the different needs of the different users. is integrated with the existing routines and processes of the organization. supports users in daily operations. 5. Steering Steering is a crucial part of BI. User initiative and sharing should be promoted but steering needs to be built into the solution. Steering guides and helps the users to get the most out of the BI solution and it also secures that the figures are comparable between different departments and units. We should secure that the BI solution supports pre-defined queries as well as user created queries. supports administration of user roles, privileges, and preferences. supports follow ups on how the BI solution is used. 6. Total cost of ownership We believe that integration and customization is the key to get a low total cost of ownership. We believe that using the GADD platform, and with the scenario of many users, the total cost can be considerable lower than using traditional BI tools. Traditional BI vendors have a price model that is based on number of users. Some also take extra charge for sharing and data volumes. We believe that all users within the organization should have access to BI. We promote sharing and embrace vast data volumes. If you want us to define a price model that is based on number of users, we can do that. But if you have thousands of potential users you may want to have another price model and we can offer that. We should consider all costs of the BI solution: Installation, maintenance and support. Education of users. Time spent using the BI solution. License costs. GADD Platform Overview page 6

7 7. Conceptual view The concept of business intelligence is to get data, process data and make it available for users. A simplified illustration includes data sources, tools to retrieve, analyze and publish data and users that make use of the information. Fig. Conceptual view Business Intelligence. We believe that BI should be integrated in the daily operation and available for all people in the organization. To do this it requires integration possibilities so that the BI solution can be adapted and customized to meet the unique requirements of each organization. Users should be able to create their own queries and share them with colleagues. The platform should also enable steering and support publishing of pre-defined queries that makes it easy for anyone to access information and finally secure that reports are comparable between different departments. Automation is essential to reduce manual work and should be available to set up for all users. The main conceptual points covered in the GADD platform are: Able to use tool with minimum need of education. Get data from any type of data source, data warehouse or direct from an operative system. Get data from global, regional, country and local data sources. Consolidate data from several data sources. Analyze data using different tools and visualizations. Export report data to external data analyzing tools. Automate execution of queries. Automate consolidation of query result into dashboards. Automate publishing of query result. Store transactional data for off-line analysis. Export report data to external systems. Enable advanced customization to meet specific requirements. Support administration of large number of users. Steer user access to queries and data. Follow up usage of queries. GADD Platform Overview page 7

8 8. Architecture The GADD platform is based on logical structure that focuses on integration and openness. Data can be retrieved from any data source, data can be saved in data storages that are either internal or external and data analysis can also be done with either internal or external tools. The integration and openness of the GADD platform makes it the ideal platform for cost-efficient adaptations and customizations GADD logical view The logical view is divided into three main layers. The first layer contains objects that are responsible for saving information. It includes query library, user library and data storage. The second layer contains the objects that perform actions to retrieve, save, calculate and publish data. The third layer contains the user interaction. The components in this layer steer the actions and are using the user and query information saved. Fig. GADD logical view. The GADD logical view also includes the integration to external systems and tools. Integration is the key success factor to any BI solution. In the view above external data sources and external tools for data analysis and publishing are included. The data sources can be external data warehouses or operational systems for sales, logistic etc. The tools can be tools for data analysis, publishing or sharing. GADD Platform Overview page 8

9 8.2. GADD core components The GADD core components can be derived from the GADD logical view Layer one persistent The components responsible for saving information are; GADD Query Library, GADD User Directory and GADD QM Data Cache. The GADD QM Data Cache is optional and can be used as a temporary data cache. The data engines used for saving data are configurable. Depending on the requirements it can be low (or free), middle or high cost data base engines Layer two and three functionality The second layer consists of the GADD QM (Query Manager) components. These components can be deployed on a client PC or on a server. The environments supported are; Windows XP/Vista/7 and Windows 2003/2008 Server. The third layer consists of the applications that have user interaction. It is the applications GADDxl, AutoGADD and User Admin (AdmGADDUser). The environments supported for the second and third layer is; Windows XP/Vista/7 and Windows 2003/2008 Server. Fig. GADD core components. The GADD core components focus of making pre-defined queries available for the users. A user can without education get a vast number of pre-defined queries available for personal use. The queries reside in the query library and are easily updated. Once the user has executed the query he/she can analyze the result using GADD tools or MS Excel. Steering is an important part and the user directory makes it possible to define user roles, privileges and preferences. Automation can be done using AutoGADD. The user can define which queries that should be executed automatically and schedule it using e.g. MS Scheduler. GADD Platform Overview page 9

10 8.3. GADD plugins and extensions The GADD plugins and extensions use the core components and enables specialized solutions. Examples are; GADD Interactive Dashboard, GADD Explorer Grid, GADD SPO (Sales Pattern Optimizer) for Market Basket Analysis. WebGADD can be used via any web browser and cover the main functionality available via GADDxl. The GADD Query Builder is a Windows based application that enables a user to create own queries and execute and share them with other users. Fig. Examples of GADD plugins and extensions. WebGADD makes it possible for the users to execute pre-defined queries from any device that enables a web browser. It can be a full screen device (PC/Mac) or a limited screen device such as a mobile phone. The GADD Query Builder is used by advance users that need to create their own queries. GADD Interactive Dashboards are customized to the specific requirements of the organization and available via a web browser from any device. GADD Interactive Explorer Grid is customized for advanced multi-query analysis. GADD SPO (Sales Pattern Optimizer) for Market Basket Analysis includes advanced calculations for analysis of receipts. It is used to analyze customer purchase patterns and can answer questions such as: What product combinations are most common in a customer basket? If a customer purchase product A what probability is it that he also purchase product B? What cross-sales-rate do we have on product range A and product range B? To what level did we succeed in our add-on-sales campaign? Which time during the day does the sales peak for different products or product ranges? GADD Platform Overview page 10

11 9. Appendix GADD products The GADD platform contains products that can be used as-is or extended. The products can be used as building blocks for a complete BI solution or separate to complement an existing solution. Examples on scenarios can be: Operational BI where users can use per-defined queries and view common dashboards. Investigating BI where users create their own queries and dashboards. Market Basket Analysis to get increased knowledge on customer purchase behavior. Complete key-turn ready package for sales optimization integrated to the sales- and receipt data of the organization. Below are descriptions of some of the products included in the GADD platform GADDxl Get your reports with one click GADDxl is an application that allows the user to execute pre-defined queries against any database to retrieve data without knowing anything about the data source. GADDxl makes it very easy for the user to generate pre-defined reports. The user just selects the report, adjusts selection criteria and clicks on execute. User can generate reports without any education. Significant cost- and steering efficiency for organizations where many users should have the possibility to generate reports. Retrieve data from any data source and also consolidate data from several data sources into one report. Analyze the report data using cube/pivot functionality or export the data to MS Excel WebGADD Get your reports and charts through any web browser With WebGADD you can, via your web browser, execute pre-defined queries against any database to retrieve data without knowing anything about the data source. WebGADD makes it very easy for the user to generate pre-defined reports. The user just selects the report, adjusts selection criteria and clicks on execute. Users can generate and view reports on their own without installing any plugins or programs and without any education. Significant cost- and steering efficiency for organizations where many users should have the possibility to generate reports. Retrieve data from any data source and also consolidate data from several data sources into one report. Export the data to MS Excel for further analysis. GADD Platform Overview page 11

12 9.3. AutoGADD Generate and publish reports automatically AutoGADD is an application that allows the user to automatically generate and publish reports. The user selects which reports that should be executed and schedules when AutoGADD should execute the reports. AutoGADD executes the reports, publishes them and also saves the reports in formats suitable for further analysis e.g. MS Excel files. Automate the execution and publishing of reports. Publish all generated reports in an automated report viewer on your Intranet. Have all your reports ready in the morning before you start your work. Use AutoGADD for your personal reports or/and for those that are needed by many users GADD Query Builder Build ad-hoc queries without knowing SQL GADD Query Builder is a visual SQL query builder application that allows you to build complex queries and execute them against any database to retrieve data without knowing any SQL. Connect to any database Build ad-hoc queries Export to excel or import to GADDxl for further analysis Share the queries with other users in your organization 9.5. GADD User admin Steer the access and usage of reports With GADD User admin you can define the user access to reports and also which parameters can be used for each user. The users can be divided into user groups having access to different reports and also being able to access different data e.g. on country level. Define user information that can be default values when user generates their reports. Steer the access to reports on user or user group level. Steer the access to data on user level GADD Sales Pattern Optimizer Market Basket Analysis Do market basket analysis to discover customer purchase patterns and optimize display, campaigns and add on sale. GADD Sales Pattern Optimizer analyzes receipts using market basket analysis methods. You can determine which products are most combined and what probability it is that a customer that purchase product A also purchase product B. Market Basket Analysis to increase sales. Use receipts from any data source. Easy integration with your existing sales systems. Flexible and cost-efficient price model for getting started. GADD Platform Overview page 12

13 9.7. GADD Dashboard Publish key figures and make them available on any device GADD Dashboard makes it possible to publish figures available on any device. Using AutoGADD the process can be 100% automated. Publish figures, KPI, reports and access it from any device. Enable direct links to detail information and analysis via e.g. Excel. Use together with AutoGADD to make it 100% automated GADD Data Storage Extremely cost-efficient and super-quick analysis The GADD Data Storage enables different technologies for analyzing data. It enables super quick analysis of huge volumes of data. It is extremely cost-efficient since it can be dimensioned to the exact needs and has an open interface that enables also use of almost any database engine from small free-runtime versions as MS SQL Server Express up to any full licensed version of MS SQL Server or Oracle database. Enables super-quick data analysis. Extremely cost-efficient data storage. Open interface for enabling integration to any database engine GADD Data Exchange Extremely cost-efficient and customizable integration of data exchange The GADD Data Exchange enables solutions for moving and transforming data from one data source to another. It has an open architecture which makes it possible to configure and customize to any data source. Using e.g. AutoGADD the data exchange can be automated and also monitored. Move data from production system or data sources with limited capacity into a data storage suitable for data analysis. Open interface for enabling integration to any database source. Extremely cost-efficient ETL (Extract Transform Load) solution. GADD Platform Overview page 13

14 10. Appendix Miscellaneous architectural points A BI solution includes a wide range of issues to be considered. In this chapter some miscellaneous points are highlighted Focus on integration Integration is the main cost of BI. It is integration to the IT systems and infrastructure of the organization, integration to existing processes and routines and most important of all, the people that should use the solution. Most BI vendors have the concept and products that can be defined in three parts; (1) retrieve data, (2) save data and (3) analyze data. Most BI vendors promote a complete BI remake and they have a BI package that includes and requires all these three parts. It is an approach that generates costs. Two typical cost driving component in these type of packages are the middle part often promoted as the server or data storage and the sharing between users. The GADD platform includes concept and products for all three parts but is focused on integration. It can be used without a server (data storage) and sharing is free. The GADD platform is adaptive and open which enables low costs Does a BI solution need to save data? GADD includes products for data storage and the advantages it gives. But the GADD platform also enables direct access to any data source. It can be set up to access data directly from sensitive operational systems since the data retrieval is protected and secured. It can retrieve and consolidate data from several data sources and transfer large volumes of data on slow lines using advanced technology for remote access. These possibilities can, when applicable, significantly reduce costs by eliminating the need of saving data Does a BI solution need to include a new tool for analyzing data? GADD includes several tools for data analysis but acknowledge MS Excel being the first choice for many users. MS Excel is for many users the preferred tool for analyzing data. Almost all users having a role that include BI tasks already have and know how to use MS Excel. With Excel version 2007 and 2010, Excel is now loaded with BI analyzing functionality. GADD enables super-easy integration with MS Excel. One-click and the data are transferred including parameters and descriptions. See appendix for some samples using Excel Power Pivot Performance server or/and client processing in-memory Traditional BI products often talks about performance in terms of in-memory or not in-memory. This is an important aspect but it does not tell the complete story and is most often NOT what makes the difference. When talking about in-memory processing it is important to define which memory. Is it the memory of the server or the memory of the client (the PC)? If it is the memory of the server then all users will compete for this memory. And memory on a server is almost always significantly more expensive than on a client. If it is the memory of the client then the advantage is that it does scale automatically when adding new users as long as they have a PC. E.g. Microsoft Power Pivot makes use of the memory of the client. Server side in-memory processing can be expensive when having many users. In GADDxl all processing is by default done in-memory once the data has been retrieved. If using GADD Data Storage then data can be saved outside memory either on the client or on the server and different database engines can be used. These database engines can be zero cost (e.g. MS GADD Platform Overview page 14

15 SQL Server Express, MySQL) or middle cost (e.g. MS SQL Server) or high cost (e.g. Oracle). All these database engines have their own mechanisms for optimizing performance and this include steering of in-memory processing Traditional BI what is that? The traditional BI concept is to retrieve data from different data sources and save it in a data storage / server and after that have tools that enable a user to analyze the data saved in the data storage / server. If more data is needed for analysis then it needs first to be retrieved and saved in the data storage / server before the user can analyze it. The GADD platform is not limited to the traditional BI concept of using a data storage / server. The GADD platform can be used to directly access data also from sensitive operational system as e.g. sales- or logistic systems. This possibility enables GADD to e.g. retrieve sales- and stock figures from sales- or logistic systems without any delays at all. The data is as fresh and up-to-date as it can possibly be. This way there is no cost of a middle layer as e.g. data storage / server and not either the limitations that comes with such a solution. The GADD platform includes the traditional concept of a data storage / server but extends it with direct access to operational data GADD Data Storage Open and adaptive to optimize cost-efficiency The GADD Data Storage can be implemented using different database engines. This gives advantages for optimizing cost-efficiency. BI vendors that include their own data storage most often also include a price for this and often the price is connected either to number of users or volumes of data. For a system that has vast volumes of data and many users this can be quite costin-efficient for the customer. The GADD Data Storage can be implemented on any data base engine that supports common interfaces and almost all does. E.g. all Microsoft and Oracle database engines. This means that the GADD Data Storage can be optimal cost-efficient. E.g. use MS Access or MS SQL Server Express on the client enabling client processing of gigabyte of data with low or no (zero) cost. Or use your existing MS SQL Server or Oracle licenses on local/regional/global servers which can mean low or no (zero) additional cost if you already have these products. GADD Platform Overview page 15

16 11. Appendix Examples illustrated This chapter includes some screen copies that illustrate examples GADDxl The user selects a query, enters selection parameters and executes the query. The result is displayed in a grid. Fig. GADDxl Select and execute query. Fig. GADDxl result displayed in grid and graph. GADD Platform Overview page 16

17 GADDxl Excel Integration In GADDxl the user clicks on Export to Excel and the data is automatically exported to Excel. Query information and the data result are displayed in separate sheets. Pivot table and pivot chart are automatically created and can then be changed by the users. Fig. GADDxl Excel query information. Fig. GADDxl Excel query result data. Fig. GADDxl Excel pivot chart. GADD Platform Overview page 17

18 GADDxl Cube In GADDxl the user clicks on Display Cube and the data is automatically opened in the GADD Cube. The query can have pre-defined views that displayed the data using different selections and filters. The views are available for the user via menu View. The users can also create their own views, save them and share them with other users. Fig. GADDxl GADD Cube grid. Fig. GADDxl GADD Cube chart. GADD Platform Overview page 18

19 GADDxl Publish as HTML In GADDxl the user clicks on Save as HTML and the result of the query is automatically saved as HTML. The user can save the result and share with other users. Fig. GADDxl Save result as HTML. GADD Platform Overview page 19

20 11.2. AutoGADD AutoGADD can be started manually or via e.g. Microsoft Scheduler. AutoGADD executes all queries that the user has defined for AutoGADD and using the selection parameters that the user has defined. The result is saved and presented in an AutoGADD Report viewer that includes information on all queries executed. Fig. AutoGADD Save result as html AutoGADD report viewer Fig. AutoGADD Report viewer. GADD Platform Overview page 20

21 11.4. GADD Interactive Dashboard The interactive dashboard can be used to display e.g. KPI figures. AutoGADD and e.g. Microsoft Scheduler can be used to automate the retrieval of data. The GADD Interactive Dashboard can easily be customized using different types of visualization. In below example color coding is used and line chart for displaying the trend. Fig. AutoGADD Sales Index visualization example GADD Platform Overview page 21

22 Fig. AutoGADD Sales Index visualization example GADD Platform Overview page 22

23 11.5. GADD Explorer Grid The explorer grid can be used to explore and analyze data. The GADD Explorer Grid can easily be customized to specific requirements and can be deployed as a plugin to GADDxl or as a standalone application. GADD Platform Overview page 23

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