Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf ·...

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Copyright © 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc. Oracle Business Intelligence Services ASaP Oracle OpenWorld 2007 Session S290718 Matt Wertheim, CEO, QDecisions Dan Vlamis, President, Vlamis Software Solutions, Inc.

Transcript of Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf ·...

Page 1: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

Copyright © 2007, Vlamis Software Solutions, Inc. an d QDecisions, Inc.

Oracle Business Intelligence Services ASaP

Oracle OpenWorld 2007Session S290718

Matt Wertheim, CEO, QDecisions

Dan Vlamis, President, Vlamis Software Solutions, Inc.

Page 2: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

2 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Agenda

• Introductions

• Business Intelligence Projects and the Case for Pac kaged BI

• Introducing QDecisions and QAnalytics

• Technology Approach : Oracle OLAP, BI Beans and Dashboard

• Introducing Vlamis Software Solutions, Inc.

• Design Approach and use of Oracle Technology

• Demonstration

• Questions

• Summary

Page 3: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

3 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Matt Wertheim, CEO, QDecisions

• 18 years software sales and consulting, including 4 years with Oracle Corporation selling BI/DW

• Accounting, BI/DW, eCommerce, Portal

• Multiple VC-backed software ventures

• International sales, consulting, and partner channels.

[email protected] 949-340-9660 x440

Page 4: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

4 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Dan Vlamis, President, Vlamis Software

• Developer for IRI (former owners of Oracle OLAP)

• Founded Vlamis Software in 1992

• Beta tester and early adopter of Oracle OLAP

• Expert speaker and author

• “Techie” on OLAP DML

• Recognized expert in Express and OLAP industry

[email protected] 816-781-2880

Page 5: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

5 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Is Each Snowflake Unique?

Page 6: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

6 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Business Intelligence Projects Today

• Mostly custom built solutions using leading analytic environments (Hyperion, BusObj, Oracle, Cognos, etc.)

• High acquisition cost, even higher consulting/implementation cost

• Implementation for phase 1 at least 9 months, most likely longer before the first metric delivered to the business

• Large chance of project not delivering on original goals or budget or time

Page 7: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

7 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Why Should It Be This Way?

• You don’t build your own accounting packages, HR, or payroll, or e-commerce engines

• So why build your BI systems from scratch?

• Within each vertical, BI is a “solved problem”

• Common design patterns, types of analysis

• Potential to accelerate build time, lower costs, ta ke advantage of best practices

• Oracle has validated this approach with their BI applications

Page 8: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

8 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

QAnalytics by QDecisions

• Packaged BI solutions for vertical markets

• Using best-of-breed technologies• Uses Embedded Oracle Database• Incorporate best practices and

design patterns• Lower costs, faster deployments

• First application: QLendingPackaged Analytics for the Banking Industry

Page 9: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

9 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Analytics in the Lending Market

• Pipeline • Fallout• Loan Profitability• Investor Profitability• Turn Times• Productivity

• Loan Conditions & Exceptions

• Secondary Marketing• Financial Analysis &

Profitability• Account Executive

Performance

Page 10: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

10 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Product Approach

• Based on Oracle technologies

• #1 in the Financial Services and Banking markets

• Excellent ISV Program

• Powerful OLAP technologies

• Low-cost ETL tools

• Royalty-Free Java BI Components

• Excellent Partner Network

• We don’t use BI Server because totally different ro yalty arrangement

• Application server independent

Page 11: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

11 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Vlamis Software Solutions, Inc.

• Founded in 1992 in Kansas City, Missouri• Oracle Partner and reseller since 1995• Specializes in ORACLE-based:

� Data Warehousing� Business Intelligence� Data Transformation (ETL)� Web development and portals

• Delivers� Design and integrate BI and DW solutions� Training and mentoring

• Expert presenter at major Oracle conferences• Implementation partner for QDecisions in U.S.

Page 12: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

12 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Technology Approach

• Oracle Database 10g

• OLAP Option to Oracle Database 10g

• Oracle JDeveloper

• Oracle Warehouse Builder 10g

• Oracle Business Intelligence Beans 10g

• Does not require Oracle Application Server

• Flash based dashboard

• Reporting piece – Pentaho (open source)

Page 13: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

13 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Why OLAP?

• “Cubes” of Data

• Data defined as Measures� KPIs, loan amounts, etc.

� User-creatable

• Analyzed by Dimensions� Broker, Credit Rating,

Collateral Type, etc.

• Fast access to detail and summarized data

• Highly indexed, consistent response time

• Ad-hoc analysis

Time

Broker

Customer

Broker

Customer

Ag

gre

gat

ion

Ru

les

Ag

gre

gat

ion

Ru

les

Allo

catio

n R

ule

sA

lloca

tion

Ru

les

Forecast RulesForecast Rules

Broker Name

Branch

Corporation

Month Quarter Year

Broker Name

Branch

Corporation

Month Quarter Year

ModelsModels

Time

Average Loan Amount

Loan ApprovalsProfit

Loans Year to Date

Product Share

Page 14: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

14 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

QMortgage Architecture

QDecisionsMeta-data layer

QDecisionsMeta-data layer

AWXML

Multiple CubesAnalytic Workspaces

Staging Database

SQL

ETL

Cube Production

Cube Optimization

Data Scoping

User synchronization

Maintenance (optional)

Plug-In Framework

Administrator

Cube Production

Cube Optimization

Data Scoping

User synchronization

Maintenance (optional)

Plug-In Framework

Administrator

Thin ClientThin Client

BI Beans/OLAPI

Thick Client (Applet)

BI Beans/OLAPI

Portlets

SQL

OLAP ViewsOLAP Views

Cube Production

Cube Optimization

Data Scoping

User synchronization

Maintenance (optional)

Plug-In Framework

Administrator

Cube Production

Cube Optimization

Data Scoping

User synchronization

Maintenance (optional)

Plug-In Framework

Administrator

Cube Production

Cube Optimization

Data Scoping

User synchronization

Maintenance (optional)

Plug-In Framework

Administrator

Planned

Cube Production

View Production

J2EE Compliant App Server JSR-168 Portal

Page 15: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

15 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Data Sources

• Heterogeneous Database Support

• Adaptable for client source systems

• Oracle Warehouse Builder

• Oracle Database 10g as the ETL Engine

• PL/SQL package pulls data in (mapping exercise for each client)

Page 16: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

16 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Administration and Cube Creation

• Reads QDEC tables and creates / updates cubes in QDECCONF schema

• Script created by AWM

• Processes using AW/XML Java API

• Creates OLAP analytic workspaces

• Typical QMortgage installation has 300+ measures, 50 dimensions

• Fast and automatic

Page 17: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

17 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Database Analytics

• OLAP cubes held as Analytic Workspaces

• Multidimensional datatypes

• Java OLAP API

• SQL access via OLAP_TABLE

• Scalable, uses power of Oracle Database 10g Release 2

Page 18: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

18 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

BI Beans-Powered Query Tools

• Uses BI Beans 10gR2

• Thin Client HTML

• Thick Client Java Applet

• Extends Query Builder and Presentation Wizard

• Ability to create custom cubes using AW/XML

• Custom measures can be built by users

Page 19: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

19 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Flash based Dashboard

Page 20: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

20 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Flash based Dashboard

Page 21: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

21 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Fully-Featured OLAP Client

Page 22: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

22 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Fully-Featured OLAP Client

Page 23: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

23 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Summary

• QLending is a packaged Banking Analytics application• Part of the QAnalytics Suite for the banking industr y• Faster to deploy, reduces risks and costs• Built using Oracle DB 10g, Oracle OLAP and BI Beans• Java Applet and HTML clients, plus Flash Based

Dashboard

Find Out More…

• http://www.qdecisions.com

• http://www.vlamis.com

Page 24: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

24 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Page 25: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

25 Copyright 2007, Vlamis Software Solutions, Inc. and QDecisions, Inc.

Q U E S T I O N SA N S W E R S

Page 26: Oracle Business Intelligence Services ASaPvlamiscdn.com/papers/oow2007-presentation1.pdf · 2016-08-25 · Title: Oracle Business Intelligence Services ASaP Author: Dan Vlamis - Vlamis

Copyright © 2007, Vlamis Software Solutions, Inc. an d QDecisions, Inc.

Oracle Business Intelligence Services ASaP

Oracle OpenWorld 2007Session S290718

Matt Wertheim, CEO, QDecisions

Dan Vlamis, President, Vlamis Software Solutions, Inc.