Approaches to Operational BI. Wayne Eckerson Director, TDWI Research February 13, 2008

Transcription

1 Approaches to Operational BI Wayne Eckerson Director, TDWI Research February 13, 2008

2 Sponsor 2

3 Speakers Wayne Eckerson Director, TDWI Research The Data Warehousing Institute Dan Graham Director, Active Data Warehousing, Teradata 3

4 Dimensions of Operational BI 4

5 Analyze Processes Operational Reporting 5

6 Single Source Reporting/Analysis Operational System #1 Operational System #2 Operational System #3 BI Tool #1 ERP#2 Report BI Tool #2 Issues -Different tool for each source system -Confusing, time consuming for users -Costly, inflexible, parochial reports 6

7 Multi-Source Reporting/Analysis #1 Operational System #1 Operational System #2 Operational System #3 EII Tool Issues -Less confusing for users -Bogs down operational systems -Difficult to model EII metadata against complex transaction systems 7

8 Multi-Source Reporting/Analysis #2 Operational System #1 Operational System #2 Operational System #3 Operational Data Store Data Warehouse BI Tool Issues -Integrates data from multiple systems -But only current data -Runs outside of the BI environment -Duplicate data and systems 8

9 Multi-Source Reporting/Analysis #3 Operational System #1 Operational System #2 Operational System #3 Active Data Warehouse Strategic query tables Tactical query tables BI Tool Issues -Integrates data from multiple systems -Must rearchitect ETL -RDBMS must support mixed workload -Runs within the BI environment -Minimizes data redundancy 9

10 ecommerce: Continuous ELT Scheduling Oracle RAC Oracle RAC SQL Server Mini batch Data Integrator Staging Tables Active Data Warehouse Hourly P&L 10 > Copyright Teradata 2007 All rights Reserved

11 Recommendations Take a coordinated approach to reporting Establish a BI governance group Define types of reports and approaches Define which groups perform which reports Establish guidelines Maintain dialogue Don t confuse users! Single point of contact 11

12 Monitor Processes 12

13 New Developments First Generation Next Generation 1. Static Dynamic 2. Monitor Analyze/report 3. Desktop/Web Mobile 4. Standalone tool Part of BI platform 5. HTML only Flash/AJAX 6. Simple graphs Advanced viz 7. Isolation Collaboration 8. Out of the Office In the Office 13

14 Simple Graphs to Advanced Viz 14

15 Driving Partner Behavior with the Data Supplier A users Internet Supplier B users Portal content Supplier Portal Dash board Data download WebSphere Supplier reports Active Directory Internal users SKUs People Promo calendar Data Warehouse 15 > Copyright Teradata 2007 All rights Reserved

16 Facilitate Processes 16

17 Scenarios Portal integration - Embed BI reports or views into a portlet Embed dashboard into a corporate portal Office integration Embed sales reports into Powerpoint Pricing spreadsheet generated and ed by BI tool Write back Campaign management tool uses BI tool to segment and analyze customers and create target list Embedded analytics Workflow application that assigns cases to auditors, generates audit documents, and captures audit results 17

18 Call Center Portal Behind the Screens Customer Cindy Bifano Customer View 1168 Barroilhet Dr. Hillsborough, CA, Customer Value score: 87 Attrition score: 32 Accounts Household Customer History Contact Call Ctr Call Ctr EDW Joint account Summary Inbound Outbound Inbound! Date! X Call Ctr database X 03/02/07 04/18/07 04/21/07 Renewals: 07/02/09 Affinities: e-nest3 Product links Trigger Savings Lending Target Offers Made Personalized offers I see you made a large deposit 4/13/07. Do you have any plans for this? Can I suggest a high yield bond? Did you know you are near your overdraft limit? Would you like to consolidate this into a term loan? 81% < > 75 My Sales Targets & Scores Actual 63 Acct Age: 7 Last order: 01/15/07 Last offer: B707 Sales $ Target EDW + Rules Engine Hand offs X X 21 < > 18 > Copyright Teradata 2007 All rights Reserved

19 POS Web Service Teradata POS web service Teradata SOAP XML Validate returns Re-calc refund Printing ODBC Stored Procedures GetTransaction GetRootTransaction GetTranDetails ItemValidation 19 > Copyright Teradata 2007 All rights Reserved

20 Recommendations Start simple Use the tools at hand Take a pragmatic approach Leverage packages Provide built-in integration Work towards SOA architecture Performance and productivity of SOA are still unclear 20

21 Execute Processes Near real-time 21

22 Event-driven Analytic Platforms 22

23 HappyTime Casino Loyalty Card ilog Rules Engine Driven Application Event Filtering Business Logic Gaming Events (card in/out, win/loss, etc.) alert Prescribed Action (offer, message) TIBCO Enterprise Service Bus Segment, profitability EDW Customer History Local CMS Current Transactions ODS Customer Profile 23 > Copyright Teradata 2007 All rights Reserved

24 Find the Customer in Trouble, NOW! Real-time data visualization of Casino floor. 1) Detect an event 2) Analyze customer profile 3) Take action to mitigate risk 24 > Copyright Teradata 2007 All rights Reserved

25 Recommendations Will this provide a strategic advantage? If Yes, then Decide whether to build or buy. Build is expensive, Buy is bleeding edge If No, then Use the tools at hand Take a pragmatic approach 25

26 Summary Operations and analytics are converging Operational BI Many dimensions to operational BI Analyze, Monitor, Facilitate, Execute Each has various architectural approaches Understand tradeoffs Be pragmatic use tools at hand Work within governance framework 26

27 Questions?? 27

28 Contact Information If you have further questions or comments: Wayne Eckerson, TDWI Dan Graham, Teradata 28