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Data Warehousing and Business Objects EIM Product Suite

John Morrissey, Managing Director

Copyright 2007 Data Management Group. All Rights Reserved.

Agenda

• Set the BI Stage - Overview• ETL - Data Integrator• Data Federator• Data Quality• Rapid Marts


Is this you or someone you know…


To what extent will your investment in each of the following technologies change in 2007?

Ranking

* New answer for 2007

BI IS A KEY INVESTMENT

2007 2006

Source: Gartner EXP CIO Survey (2007)

Business Intelligence (BI) 1 1

Enterprise Applications (ERP, etc.) 2 *

Servers/Storage (virtualization) 3 3

Legacy Application modernization 4 10

Security technologies 5 2

Copyright 2007 Data Management Group. All Rights Reserved.COPYRIGHT © 2007 BUSINESS OBJECTS S.A. ALL RIGHTS RESERVED.

Business Intelligence and EIM

Inconsistent Data

Disparate Data

Poor Data Quality

No

Traceab

ility to S

ou

rce


Look to the Cookie!!!

Business Intelligence

EIM

Data Sources


Low Performance OrganizationLow Performance Organization

TODAY

• Information silos– Multiple versions of the truth– No analysis across functions

• Poor data quality– Information overload and duplication– No trust in information

• BI restricted to a few– BI mostly for specialists– Most make decisions on gut feel

• BI limited to reporting– No performance management strategy– KPIs poorly defined and distributed

• Data only used internally– Weak customer/supplier relationships– Untapped reservoirs of profits


Low Performance OrganizationLow Performance Organization

TOMORROW

• Information silos– Multiple versions of the truth– No analysis across functions

• Poor data quality– Information overload and duplication– No trust in information

• BI restricted to a few– BI mostly for specialists– Most make decisions on gut feel

• BI limited to reporting– No performance management strategy– KPIs poorly defined and distributed

• Data only used internally– Weak customer/supplier relationships– Untapped reservoirs of profits

High Performance OrganizationHigh Performance Organization• One enterprise BI solution

– Unified view of the Enterprise– Lowest cost of ownership

• Trusted information– Enables focus on action– As opposed to arguing about data

• Information democracy– Empowers all employees with insight– Seamless part of the work environment

• BI drives EPM drives strategy– Aligns strategy to execution– KPI shared across Enterprise

• Information shared externally– With Financial Institutions– With partners and suppliers


What’s Behind A Dashboard or report?

Metrics must aggregate from multiple sources

Information must be actionable

Business definitions must be consistent

Endusers must trust the information


EIM Technical Drivers

• Large number of Legacy Systems• Stovepipe Data/Data Silos

• Many tactical systems with similar data• Coordination among different departments challenging

• Complex ERPs• Manual Processes

• Functional knowledge outside of data management• Real Time Needs on Disparate Data

• Rollup of information with multiple owners• Data quality issues

• Unexpected data in source systems• Finding the right system for the right data• Users may have multiple touch points• Physical address for users can be moving


DataQuality Data Quality Firewall (DI, DF, Data Quality)

EIM – ConceptsEIM – Concepts

Data

BusinessIntelligence

DataIntegration

DataIntegrator

Data Federator

Master Data Management DI, DF, MM

* Partner Technology

Composer

RapidMarts

Me

tad

ata M

an

ag

er

Me

tad

ata M

an

ag

er


EIM - BenefitsEIM - Benefits

• Improves Business Performance– Reliable, trusted information, improve customer

satisfaction, increase revenue• Complete View of Business

– Operational efficiency, agility, time to decision, and compliance

• Cost Reductions– Reduce manual processes

Data Integrator


Data Integrator – What is it?Data Integrator – What is it?

• Offers full Data Lineage• End user Impact Analysis• Highly Scalable Product• Pre-built Transformations• Built In Data Previewing, Profiling & Auditing• Multi-User Development With Version Control• Large Number Of Database & Application Interfaces• Create & Maintain BOBJ Universes Directly From DI• One Vendor, One Integrated Single GUI Solution


Data Integrator – BenefitsData Integrator – Benefits

• Data lineage back to source (full audit abilities)• Impact analysis (What affect will a database change have on

reports / users)• One version of the truth / Trusted data• Flexibility for the future / Highly scalable and upgradeable (new

sources, etc)• Improved overall system performance• Operational Efficiency compared to manual processes• Lower TCO, documented workflows• Ease of use, single GUI


Data Quality Firewall

Data profiling – identifies problems in source data

Data cleansing – corrects name and address information

Data validation – filters out bad data before it’s used for reporting

Data auditing – checks the integrity of data at each point in the ETL process

Tru

sted

In

form

atio

n

RealTime DI

Engine

Batch

BusinessObjectsData Integrator

Business Objects BI Platform

Data Sources

Databases

EnterpriseApplications

Legacy

DataWarehouse

Performance Management

Reporting

Query and Analysis

Shared MetadataImpact Analysis Data Lineage

Data Auditing

Data Validation

DataCleansing

Dat

a p

rofi

ling


Data Validation

• Easily define and reuse business rules to validate accuracy of data in each column

• Identify and reject or correct invalid data

Ensure data accuracy at the column and record level

Validate Validation Rule: “Sales Date” is Validation Rule: “Sales Date” is between “10/1/04” and “10/31/04”.between “10/1/04” and “10/31/04”.


End-to-End Impact Analysis

See impact of source changes to BI end-user report

What data warehouse will it impact?

Original sourcetables

Data warehouse

BI semantic layer

BI documents

Which BI reports will it impact?

Data Federator


Data Federator – What is it?Data Federator – What is it?

• “Virtual” Data Warehouse• Temporary Data Warehouse created in RAM• Certain advantages over “Physical” Data warehouse

• No additional server / system to buy, maintain & staff• Faster for certain types of application• Real time access

• Not suitable for High Volume applications


Data Federator – BenefitsData Federator – Benefits

• Deliver trusted data for compliance, internal controls, and decision making

• Understand the entire BI project• Lower TCO through easy change management


DI and DF Are Complimentary

ETL

EII

Data

Inte

gra

tion S

pect

rum

Real Time

Batch

Within data

integration, EII and ETL

are very complementa

ry

EII

• Data moved on-demand / at query time

•Only requested data

• Real Time

• Summary and Detail Data

• Relational + XML

• Suitable for Ad-hoc queries

•Supports incremental development

• Data moved on-demand / at query time

•Only requested data

• Real Time

• Summary and Detail Data

• Relational + XML

• Suitable for Ad-hoc queries

•Supports incremental development

• Data moved ahead of query time

• Moves predetermined set of data every time

• Batch

• Primarily summary Data

• Relational + multidimensional

• Designed for systematic

development

• Data moved ahead of query time

• Moves predetermined set of data every time

• Batch

• Primarily summary Data

• Relational + multidimensional

• Designed for systematic

development

ETL

Data Quality


Do You Trust Your Information?

“Get your facts first…

Mark Twain

you can distort them later.”


• Dirty data will cost US and European businesses $6.3 billion per year by 2010

Yankee Group Research, Inc.

July, 2006

The Cost of “Dirty” Data


Data Cleansing – What to look for?

• What to look for:– Bad addresses– Non-standard firm names– Multi-format person names– Incorrect part numbers– Wrong account values– Missing data – Duplicate records– Etc, etc, etc, etc.


Drivers for Data Quality

• Operational Efficiency: Reference data quality problems– Customer and operational databases– Physical and Logical inventory

• Merger and Acquisitions – Corporate standards conformation– Multiple product catalogues, product SKUs

• Customer Retention: Planning of marketing campaigns– Campaign performance– Multiple offers to same customer– Single customer view

• Compliance– Regulatory reporting– “Know Your Customer” requirements


Enhance

Data Quality Methodology


Data Cleansing – Benefits

• Streamlines, shortens, and optimizes workflows– People still manually research addresses, phone numbers, etc.

• Improves application user confidence and adoption– Is your CRM system frustrating its users?

• Reduces risk of operational failures– What went wrong with the marketing campaign?

• Ensures customer interaction is uniform and trouble free– Is it Dr. Bob, or Professor Robert, or just R. Smith PhD?

• Enhances revenue opportunities– Are all of your customer on-premise equipment being charge for?

Rapid Marts


Rapid Marts – BI for ERPRapid Marts – BI for ERP

– What is your ERP reporting strategy?– Would it be of benefit to accelerate your ERP reporting

initiatives?– Is all the your data in your ERP?– Have you considered benefits of a data warehouse with

you ERP?– Are you getting ROI on your ERP?


BusinessObjects Rapid Mart – What is it?

SAP R/3

PeopleSoftJD Edwards

Siebel

Oracle

Enterprise Apps

Target

Packaged ETL solution for enterprise applications to accelerate the deployment of BI

BOBJRapid Mart

BOBJData Integrator


Rapid Marts – What to look for?Rapid Marts – What to look for?

• Ideal if:– Customer has chosen SAP, Oracle Apps, Peoplesoft,

JDE, Siebel, or Salesforce.com– Customer is at the beginning of their ERP

implementation– Customer is just deployed their ERP

Copyright 2007 Data Management Group. All Rights Reserved.COPYRIGHT © 2007 BUSINESS OBJECTS S.A. ALL RIGHTS RESERVED.SLIDE 34

3 Pillars Of Value

HETEROGENEITY

“BI for Any Data”

SIMPLICITY

“BI for Everyone”

AGILITY

“BI for Change”

Finance OperationsSales &

MarketingIT HRD

epar

tmen

tS

amp

le

Met

rics

•# Security Threats •Availability %•Utilization %•Resolution Time

•Revenue•Growth•Cost•Productivity

•Staffing Levels•Attrition Rates•Compensation %•Performance %

•Inventory Levels •Utilization•On-time delivery %•Demand Flexibility

•Marketing ROI•Pipeline & Forecast•Renewal %•Customer Loyalty


Questions

• Questions?

• Contact Information– John Morrissey, Managing Director, DMG– [email protected]– 703-462-6733 (office phone)

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