A Customer's Take on Moving from Discoverer to Oracle Business Analytics

How to Migrate from Discoverer

to OBIEE in 9 Weeks!September, 2017

Gary Aragon

Accounting Manager

Globus Family of Brands

Shiv Bharti

Practice Director, Oracle Business Analytics

shiv.bharti@perficient.com

3

Agenda

• About Perficient

• About Group Voyagers

• Group Voyagers Case Study

• Overview of Oracle BI Apps

• Overview of Oracle Cloud Analytics

• Migration Options

• Migration Best Practices

• Q&A

4

About Perficient

Perficient is the leading digital transformation

consulting firm serving Global 2000 and enterprise

customers throughout North America.

With unparalleled information technology, management consulting,

and creative capabilities, Perficient and its Perficient Digital agency

deliver vision, execution, and value with outstanding digital

experience, business optimization, and industry solutions.

5

Perficient ProfileFounded in 1997

Public, NASDAQ: PRFT

2016 revenue $487 million

Major market locations:Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago,

Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,

Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis,

New York City, Northern California, Oxford (UK), Southern

California, St. Louis, Toronto

Global delivery centers in China and India

3,000+ colleagues

Dedicated solution practices

~95% repeat business rate

Alliance partnerships with major technology vendors

Multiple vendor/industry technology and growth awards

6

Perficient’s BI PracticeSolutions Expertise

• BI/DW Strategy and Assessments

• BICS/DVCS/Data Sync

• OBIEE and Oracle BI Apps

• Data Integration, Discovery, Big Data

• Exadata and Exalytics

• Oracle Golden Gate

Fast Facts

• Practice Started: 2004

• Projects Completed: 400+

• Management Team: 14 years

• 60% of consultants former Oracle Eng.

• Oracle Authorized Education Center

– Oracle BI Apps, OBIEE, ODI

• Perficient runs it’s business on Oracle BI

• Proven Implementation Methodology

Oracle Specializations

Group Voyagers –

Customer Case Study

8

• Group Voyagers, Inc. - also known as the "Globus family of brands" is a group of escorted tour, river cruise and independent

travel package companies marketed worldwide.

• They include the brands Globus, Cosmos, Avalon Waterways and Monograms

• The Globus family of brands traces its history to 1928, when Antonio Mantegazza started using a rowing boat to transport

commercial goods across Lake Lugano in Switzerland.

• The Globus family of brands now consists of more than 30 tourism and aviation businesses, serviced by more than 5,000 staff.

• The companies’ escorted and independent vacations offer nearly 10,000 departures and over 400 different itineraries, covering

more than 65 countries on six continents. Combined, the travel brands carry nearly 500,000 passengers per year, making the

Globus the largest tour operator worldwide.

Group Voyagers

9

Finance & Analytics Team

• Group Voyagers have 3 entities, US, Canada

and India and reports are to be

generated/delivered to all these 3 entities

• Earlier reporting was manual and the

scheduling of reports was done with manual

labor. Now with BI in place everything is

automated.

• Wanted participants to be accountable for their

activities, create their own reports, run their

own dashboards etc.

• Spent time processing the close and

reconciling data and not enough time

analyzing it.

Growing Business

• Sourced from Oracle EBS instances and

other types of transactional systems

• Migrated from Discoverer to OBIA 11g in

late 2016

• Wanted to automate more reports from

Finance for end users

• Growing need to provide executive office

with greater insight into the real time

reporting from Oracle BI

Company Background

10

Manual Reporting Processes

Financial Close delayed as accountants are dependent upon Shared

Service center personnel to provide Financial Close related data

Analysis requires multiple searches across varying excel reports to

understand data – no drilldown

No Single Source of Truth

No consolidated view of customer history

Multiple, fragmented reporting solutions exist

Lack of Management Insight

Lack of consolidated KPIs and reporting

No visibility to call resolution steps

Manual root cause analysis

Aging infrastructure

Production ERP system – Oracle EBS suffering performance issues

due to multiple direct access reports running against production

Challenges

11

Vision: The End State

Enable More

Users

Expand Platform

for InnovationSingle Source

of Truth

Combine all relevant

information from any data

source, managed and self-

service

IT curated metadata layer

Centralized enterprise metrics

repository

Leverage prebuilt analytics

Shorten the financial close

cycle

Stay productive with

intelligently optimized queries

Enhance all data with powerful

data preparation

Data-driven decision making

Complete visibility into financial

operations, actionable

analytics, real-time KPIs, and

performance metrics needed to

manage and optimize the

business

Fast and accessible cloud-

based data modeling and

loading

Error prevention and

monitoring

Maintain consistency with

centralized business data

Unified governance and

change management

framework

Automate Data

Consolidation

Connect to All Data

Modernize Analytics

Platform

Empower Business Users

Business Freedom and Data

Governance

Oracle

Business

Analytics

12

High Level Requirements

Financial Operations Reporting requirements can be grouped into one of the

following 5 categories:

Real-time reports (sourced from Oracle)

Real-time self-service reporting (sourced from Oracle)

Oracle EBS periodically refreshed dashboards/reports

Oracle EBS periodical refresh self-service reporting

Non-Oracle reports & self-service

13

BI Tools Assessed for Financial Operations Reporting

Summarized Reporting

Requirements by Tool

Fusion

Accounting

Hub Cloud

Endeca EBS

Information

Discovery

OBIA

OBIEE

BICS

Essbase HFM

Real-time reports

Real-time self-service reporting

EBS periodic refresh

dashboards/reports

EBS periodic refresh for self-

service

Non-Oracle reporting

(dashboards/reports/self-service)

Doesn’t meet the requirementMeets the requirement Partially meets the requirement

14

Project Scope

• Deploy Financial Analytics Applications

• Enable all OOTB Dashboards and Reports

• Customize Financial Analytics to build 20 Custom reports

• Setup User Security Infrastructure

• Design for performance and scalability

• Use implementation best practices to meet Project milestones, timelines and budget

• Leverage the internal team as a part of the project to ensure smooth handoff post

deployment

• Provide training to the business users so they are most effective during UAT phase

• Provide guidance to IT and Business so Group Voyagers can build a BI Competency center

15

Project Outcomes

Management Feedback

User Feedback

Project Success

• Defined start and end for

processes.

• Ability to quickly reflect the

changes done in transactional

system into BI.

• Streamlined process for user &

application management due to

web-based nature

• Quick reconciliation saves the user

time

• Notifications/Scheduling helpful in

identifying priority tasks

• Data loaded automatically into data

warehouse daily/history is

maintained.

• Critical data managed in one place.

Single source of truth.

• Shorten the financial close cycle

• Stay productive with intelligently optimized

queries

• Data-driven decision making

• Deeper visibility into financial operations,

actionable analytics, real-time KPIs, and

performance metrics needed to manage and

optimize the business

Overview of Oracle BI

Applications

17

Complete. Open. Integrated.

OLTP & ODSSystems

Data WarehousesData

Marts(SQLServer, Oracle…etc.)

)

PackagedApplications

(Oracle, SAI, UltiPro)

ExcelXML/Office

BusinessProcesses

OLAPSources(MS Cube)

Exadata Unstructured & Semi-

Structured

ERP Analytics

Planning &Forecasting

Financial Close & Reporting

StrategyManagement

Profitability Management

CRM Analytics

Industry Analytics

BI Server

Common Enterprise Information Model

EssbaseDimension

Management Predictive Analytics

Interactive Dashboards Reports & PublishingQuery & Analysis Detect & AlertOffice Search Embedded Mobile Scorecards

Da

ta

So

urc

es

BI/E

PM

Pla

tfo

rm

BI / E

PM

Ap

ps

18

Adopt the Data Model – Don’t Build Your OwnComprehensive Conformed Dimensions Ensures Cross Functional Alignment

Sales Opportunities Quotes Pipeline

Marketing Campaigns Responses

Marketing Costs

Service Service Requests Activities Agreements

Contact Center ACD Events

Contact-Rep Snapshot

Targets and Benchmark

Loyalty Members and Points

Transactions

Promotions

Price Price Waterfall

Deal Desk

Price Segments

ERP ANALYTICS

• 370 Fact Tables

• 595 Dimension Tables

• 8,200 Prebuilt Metrics

• 17,700 Data Elements

• Customer

• Products

• Suppliers

• Internal Organizations

• Customer Locations

• Customer Contacts

• GL Accounts

• Employee

• Sales Reps

• Service Reps

• Partners

• Campaign

• Offers

• Cost Centers

• Profit Centers

CRM ANALYTICSCONFORMED DIMENSIONS

MODULAR DATA MODEL

Finance Receivables Payables Cash Flow General Ledger

Procurement & Spend Procurement Performance Supplier Performance Spend Analysis

Order Management Sales Orders and Invoices Bookings, Billings, Backlog Order fulfillment process

Supply Chain Inventory Performance Inventory Bill of Materials Customer & Supplier Returns

Human Resources Compensation Recruiting, Training, Learning Workforce Profile

Projects Project Funding Project Budgets Project Performance

19

Pre-mapped metadata, including embedded best

practice calculations and metrics for executives

and other business users

A “best practice” library of over 8200

pre-built metrics, 88 intelligent dashboards, 2576

reports and several alerts for Executives,

Managers and Business Users

Pre-built ETL to extract data from operational

tables and load it into the DW, sourced from

PSFT, Oracle EBS and other sources

Pre-built warehouse with 370 star-schemas

designed for analysis and reporting on financial

analytics

• Presentation layer

• Logical business

model

• Physical sources

13

24

20

Sources can Oracle ERP, Non-Oracle ERP,

Legacy or Custom Applications

Informatica or ODI for Extract, Transform and

Load into the Data Warehouse.

Simple, yet powerful data warehouse

architecture.

Robust pre-defined OBI EE metadata built

specifically for Oracle ERP Customers. All

Oracle ERP data integrity and relationships

built in.

OBI EE Analytics reporting tools, including

dashboards, reports, graphs, etc.

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

OBI EE

Analytics

Server

OBI EE

Analytics

WebDashboards by Role

Reports, Analysis / Analytic

Workflows

Informatica(ETL) / Oracle Data Integrator(ODI)

Oracle ERPNon-Oracle

ERP

Source SystemsLegacy

Data

Warehouse

Database

Meta

data

Data

Warehouse

Adm

inis

trati

on

Overview of Oracle

Analytics Cloud

22

Complete Business Intelligence

• Your data, robust BI capabilities, available anywhere

• Self-service: data loading, mapping, analysis

• Done by business users

• Enterprise grade: secure, highly available, scalable

Cloud Managed

• Patched, backed up, upgraded by Oracle

• Easy, subscription based pricing

• Rapidly provision with zero install or patching

• Scale and security of Oracle

Oracle Business Intelligence Cloud Service

“BICS”

23

Includes the Market Leading Oracle Database

Reliable

Secure

Scalable

Oracle Managed

Automated Backup

24

Quickly provision your BI instance

No Installation required

Oracle managed patching and upgrades

Rapid Provisioning

25

1. Load your data 4. Use, share and distribute3. Create Analysis2. Organize data

Simplified Self-Service Analytics

26

• No additional development

• Touch, drill, interact

• Swipe, zoom – touch gestures

• Secure, offline access to content

Instantly Available on Mobile

27

• Exploratory Analytics on Desktop or Mobile

• Data Mashup across Managed and User Data

Data Visualization

28

Rich Library of Visual Components

• 18 ways to visualize data

• Creative use of color, size, shape and various coordinate systems

• Optimal use of screen real estate automatically chosen for user

Migration Options

30

Solution Considerations

Faster Innovation

• Faster pace to product innovation

• Modern, global platform

• Shorter upgrade cycle

Lower Cost

• Reduced infrastructure cost

• Reduced IT maintenance cost

• Reduced customization and

upgrade cost

State of the Art Analytics

• User experience-focused interface

• Seamless data integration

• Ad-hoc analysis, including drill down

• Dashboards, Mobile

Lower Risk

• Reduced administrative burden

• Guaranteed system availability

• Scalable platform for future

expansion

31

Migration Options

Option 1

• OBIEE 12c/OBI Apps

• On-premise DW

Option 2

• BICS/OAC

• On-premise ETL/DW

Option 3

• BICS/OAC

• Cloud ETL/DW

32

BI App Data Warehouse

Cloud Source

Staging

Non-Oracle Apps BI App Data

Warehouse

Staging

OBI ApplicationsOracle/Non-Oracle

Apps

BICS, OACPublic Cloud Applications

Relational

Cubes

Flat Files

ETL

Engine

33

Oracle BI Applications Platform

Automate Data Management

(ETL) Process

Analytics

Users

Non-Oracle Apps

Oracle/Non-Oracle

Apps

Public Cloud Applications

Relational

Cubes

Flat Files

BI App Data Warehouse

Staging

OBI Applications

Data Sync

BICS REST API

PL/SQL Import

DBCS REST API

Informatica

Oracle Data

Integrator

34

Oracle Cloud Analytics Platform

Oracle Cloud

Oracle DB

Schema Service

Oracle BI

Cloud Service

Automate Data Management

(ETL) Process

Web based

Metadata Creation

Analytics

Users

Non-Oracle Apps

Oracle/Non-Oracle

Apps

Public Cloud Applications

Relational

Cubes

Flat Files

Data Sync

BICS REST API

PL/SQL Import

DBCS REST API

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Oracle Analytics

Cloud

Business Intelligence

Cloud

Data Visualization

Cloud

DeploymentWorkgroup Enterprise

Oracle’s Strategy

Self-Service

Analytics-as-a-Service

IT

BusinessOracle-managed

Customer-managed

35

36

Comparative Analysis of Migration Options

Criteria

#Criteria

Option 1

OBIEE with On-prem DW

Option 2

OAC with on-prem DW

Option 3

OAC with Cloud DW

1Capex Cost

(Software License)Existing OBIEE CPU-based None None

2Opex Cost

(Software License)Oracle Support Fees Subscription for BICS

Subscription:

BICS & DBaaS

3Dependancy on other BI

teamsHigh None None

4Friendly for Reports

DevelopmentYes Yes Yes

5Infrastructure

Requirements

High:

New OBIEE 12c serversLow Low

6Maintenance:

Patching & UpgradesHigh

None for BICS;

Only for DWNone

7Advanced Data

Visualization

Additional License Fee

& Upgrade to 12cIncluded in Subscription Included in Subscription

8 Mobile Accessibility Additional License Fee Included in Subscription Included in Subscription

Migration Best Practices

38

Migrating to Oracle Analytics

NewCapabilities

Enhanced Business

Value

Reduced Costs

Leverage Best

Practices

Goals for Migrating to Oracle AnalyticsMigration is not a mechanical exercise, understanding the capabilities, value, and costs for each report

is critical, at the same time, customers need to embrace a sense of agility and flexibility to adapt to the

new environment.

39

Speed Time to Value, Lower TCO, Lower Risk

Build from Scratchwith Traditional BI Tools

Weeks or Months

Back-end

ETL and

Mapping

DW Design

Define Metrics

& Dashboards

Back-end ETL and

Mapping templates

DW Design

Define Metrics& Dashboards

Training/Roll-out

Training/Rollout

Quarters or Years

Prebuilt DW design, adapts to other data warehouses

Role-based dashboards and hundreds of pre-defined metrics

Easy to use, easy to adapt

• Faster deployment

• Lower TCO

• Assured business value

40

Project Management

User Experience

Business Analysis

Technology Architecture

ENVISION EXECUTE EVOLVE

Program

Establish consensus to achieve

strategic goals and objectives.

Project

Deliver a solution that meets

the end-user’s expectations.

Operation

Improve the operational state

of a production solution.

Strategy

Create the

Vision

Roadmap

Create the

Action Plan

Foundation

Prepare the

Organization

and

Environment

Inception

Establish

Feasibility

Elaboration

Design the

Solution

Construction

Build the Solution

Transition

Deploy the

Solution

Maintenance

Support a

Production

Solution

Assessment

Analyze a

Production

Solution

+

+

+

Our Agile Implementation Methodology

QuestionsType your question into the chat box

42

Next up:

[Event] Oracle OpenWorld

October 2-5, 2017

Follow Us Online

• Perficient.com/SocialMedia

• Facebook.com/Perficient

• Twitter.com/PRFT_Oracle

• Blogs.perficient.com/Oracle

Thank you