Re-Platforming Discoverer What’s Your Approach?

Mike Hartmann, Regional Sales Manager

mike.hartmann@eistech.com

Introductions

Re-Platforming Discoverer?

Analytical versus Transactional Reporting

The 4 D’s Approach – High Level - Review

BI Road Map? - Review

Discovery and Design Phases

Why EiS?

Summary

Agenda

EiS Overview

Founded in 2001

Privately owned

Oracle Platinum Partner and ISV

International presence – US, UK and India • Distribution partners globally

Resources • Atlanta with over 60

• Hyderabad with over 80

Global customers – exceeding 120

Partnerships–Oracle, Deloitte etc.

Re-Platforming Discoverer

Discoverer 11g Premier Support – June 2014

Extended support through June 2017

What’s your approach?

Just a technical replacement of Discoverer

It’s more a part of a much bigger BI project

Somewhere in between

Analytical & Transactional Reporting In

fo

rm

atic

a

Ora

cle

D

ata

In

te

grato

r (O

DI)

Transactional Reporting

HCM SCM CRM

OBIA – BI Apps Planning/Essbase – HFM/FCM

Financials Projects Manufacturing

FD

M / F

DQ

M

OD

I / E

RP

i

Common Enterprise Information Model Synchronize Dimensions and Metrics

Oracle Business Intelligence Foundation Hyperion Business Intelligence Foundation

Analytical Reporting Analytical Reporting

Reporting - Utilization and Audiences

• Business Intelligence – Getting the Right Information to the Right People at the Right Time

Standard Reports & Ad Hoc Reports

Query Drilldown

& Alerts

Dashboards, Scorecards, & KPIs

Forecasting

&

Statistical Analysis

Predictive Analytics

& Optimization

• Transactional versus Analytical reporting is typically an 80/20 • 80% of reports keep your lights on • 20% of reports help you plan and strategize

Strategic

Support

Operations

Analytical

Reporting

Transactional

Reporting

Transactional

Reporting

Analytical

Reporting

Reporting - Options

Warehouse Transactional System

Operational Tactical Strategic

BI Transactional Reporting

Transactions, Transactions, Transactions

Summary

Metadata, Schema, Views – EUL, Universes, Models, Star Schema etc.

The 4 D’s Project Approach

Discovery

Define

Design High Level Design Detail Design

Development

Deployment

Debrief

Project Approach – Where to Start?

How about a list of questions or bullet points?

What's my project charter?

What are my re-platforming options?

What's my budget?

Do I build or buy?

What’s my timeline?

What resources are needed?

Project Approach – Next Steps

Don’t have a Report List

Good News…Now’s your opportunity to create one!

Discoverer Sunsets in 6 months

Does that give me enough time

That depends….Buy or Build?

Do I have the internal resources required

Should I bring in a team

BI Roadmap

A BI Roadmap is a deep-dive assessment that provides a detailed plan for deploying an Enterprise Business Intelligence solution

BI Road Map – High Level Current & Target Environment Assessment

Gap Analysis

BI Governance Requirements

BI Tools Assessment

Technical & Enterprise Architectures

Training Needs Assessment

Security Needs Assessment

Timeline - A Roadmap for BI Delivery

Communication and Change Management Plans (optional)

Pilot or Proof of Concept Application (optional)

Oracle BI Applications Speeds Time To Value and Lowers TCO

15

Definition Design Development Deployment Support

Project Management

OCM & Training

Discovery

Business Process Architecture

Business Requirements Definition

Business Requirements Mapping

Business Process Re-engineering

Application & Technical Architecture

Module Design & Build

Data Conversion

Documentation

Business System Testing

Performance Testing

Production Migration

Implementation Methodology (AIM)

Implementation Methodology (OUM)

www.eistech.com End user operational reporting

EiS provides what OBIEE needs for EBS

Oracle Apps Data

EiS Business Views

RPD OBIEE

Over 1,250 EiS Standard Reports

www.eistech.com End user operational reporting

Discoverer

Workbook

View

EiS Converter

EiS Staging Area

• Views • Joins • Components • LOVs • Comments (if needed)

EiS Metadata

Import Export

OBI

Answers

RPD File

Create

What about those Discoverer Workbooks?

Discoverer Workbook Utility

Enables you to run

reports from Oracle

EBS in Excel

securely while still

maintaining all your

formatting when

refreshing

OBI content, ready to

use answers and

dashboards for

ad-hoc and real time

transactional reporting

for Oracle EBS

Enables GL users

to replace FSGs

with Excel with

almost unlimited

drill down to any/all

sub ledgers

Addresses ad-hoc

reporting needs and

provides configured

metadata (views) and

ready to use reports

for Oracle EBS

EiS - Choices for transactional reporting

Architecture - 100% Oracle extension of Oracle EBS

based on your existing:-

hardware

technology stack

transactional system

configuration and setups

utilizes Oracle Applications security

IT can support EiS using existing skill-sets

complete and mature EBS reporting solution

OA Framework – Fusion Middleware

Complimentary to OBIEE

Why EiS?

Coverage and Configuration • Modules – R11.x, R12.x and beyond..........

Financials – GL, AP, AR, FA, iExp and CM

Projects – Costing, Billing, Management, OTL and Grants

HCM – HR, PAY, OTL, OAB, iRec, IC, CWB and OLM

Supply Chain – PO, INV, iProc and OM

CRM – Sales and Marketing

Service – Install Base, Depot Repair and Service Order

Manufacturing – Discrete, Process, Quality and ASCP

• Implementation Specific Content discovery of Sets of Books (Ledgers in R12), OU’s & Orgs

auto-detection of all DFF’s, KFF’s, EIT’s & SIT’s

complete online documentation with training exercises

over 1,250 production ready reports

fully supported and upgradeable to any version seamlessly

Why EiS?

EiS Customers – 100% Retention

Oracle EBS and technology experts since 2001

Oracle Certified Partner and ISV

Oracle EBS implementation experts

More than just a software company

eXpress Reporting Solutions

Fusion implementation services

OBIEE implementation services

Oracle EBS implementation services

R12 assessments and upgrades/re-implementations

Managed Services

EiS Technologies

There is life outside Discoverer

Several options to select from for

transactional reporting needs

OBIEE, BI Publisher and Excel all have a

place

Maintain investment from Discoverer in

OBIEE or EiS eXpress

Summary

Intrigued??? Special Offer!!!

Book a demo with us by January 30th

Receive a 4 hour BI assessment at NO CHARGE!

www.eistech.com End user operational reporting

Questions???

Thank you

Mike Hartmann

Mike.Hartmann@eistech.com

@EiSTechnologies

973-479-6022