Video: Maximizing Oracle Business Intelligence Adoption: Amway and LCRA

A customer panel at a recent conference analyzed different approaches to maximizing user adoption for Oracle Business Intelligence. Business Intelligence Consulting Group moderates this customer panel, which features representatives from Amway, Lower Colorado River Authority (LCRA), and BICG.

Circuit 2009

This past week the Circuit conference in Washington DC was held at the beautiful Gaylord National Center. Soldiers milled around the halls the entire week, using the facility for conferences. Credit is deserved to Quest and OAUG, as well as the Real Estate SIG, for putting together a major regional conference in a downturn economy. These organizations would not have been able to make such a great convention without getting together and doing it regionally and across user groups.

Some of the best content I have heard in a long time was available at the conference. The time has come for business intelligence and social media to come to the core of enterprise applications, and Oracle is poised to capture the market demand for these features.

I spoke on Hyperion EPM Production Reporting, and there was a lot of discussion throughout the week on use of reporting in organizations. The vendors were great as well, including the JDEdwards Play Day which is very popular. I would like to focus however, on what I think is a very significant matter that was discussed in the keynote and subsequently demonstrated in the major “what’s new in the next release” presentations at the end of the week.

All of our applications are going to be changing so that the core of the experience is Business Intelligence and Social Networking centric. Better visualizations, OBIEE, Online Chatting, Comments Posting, URL linking, and Tagging are now a PeopleTools upgrade. There is no requirement to do an applications upgrade. As far as the applications themselves, Oracle will sell Fusion as a new application, or customers can choose to use Application Integration Architecture as the integration solution. These are alternate options for us to choose from, and the key theme is "whatever works best for us." The technology that has been here for many years is finally going to get the uptake it deserves, seamlessly, usable, and according to the value it represents.

This is a big takeway. The uptake of business intelligence and social media embedded in applications is going to be dramatic in the coming years. Integration partners and organizations need to look at how this uptake will be supported.

TDWI Dimensional Data Modeling Primer: From Requirements to Business Analytics

This third course is a step above an introductory course and discusses these topics without getting into the "nuts and bolts" detail. It was compromised of five modules, "Dimensional Modeling Concepts," "Requirements Gathering for Dimensional Modeling," "Logical Dimensional Modeling," "From Logical Model to Star Schema," and "Dimensional Data and Business Analytics."

In the "Concepts" module (Module 1) the course covers business metrics, conceptual/logical/physical levels of modeling, differences between relational (normalized) and dimensional modeling especially at the logical level, and dimensional modeling definitions.

In the "Requirements Gathering" module (Module 2) the course covers the business context for data modeling, business questions as requirements models, fact/qualifier analysis, and a summary. After discussing business questions the course had students fill out a list of business questions regarding tracking the instructor's performance and a goal of continuous improvement. This module finished off by having the students map out a business question into an existing matrix. Then the students were asked to take their list of questions and fill out a blank matrix.

In the "Logical Dimensional Modeling" module (Module 3) the course described how to take the fact/qualifier matrix and turn it into a logical model by finding the meters in the facts and the hierarchies in the qualifiers, then completing the dimensions by expanding them with additional attributes. The model is then refined by determining the granularity, examining the measures and updating to meet the granularity, and adding measures. Sounds easy no? The module finished off by having the students map out their matrix from the end of Module 2. This does not prove as easy as it sounds. It took several iterations for the entire class to get a dimensional model that was agreeable. We discussed several different ways to include the idea of the location's event having an effect, attendee attrition during the class, is the class even based or self based, etc.

In the "Star Schema" module (Module 4) the course described how to move from the logical to the physical levels, degenerate dimensions, defining keys, supporting calculated measures, conformed dimensions, different types of changing dimensions, and semi-additive and non-additive facts. The module finishes of by having the students take their logical model from Module 4 and create a physical model from it.

We ran out of time for Module 5, "Dimensional Data and Business Analytics," but it basically was to consist of an OLAP demonstration.

Take aways:
The concept of turning a business requirement into a physical model.
The use of a fact/qualifier matrix.
Differences between a conceptual, logical, and physical model.

TDWI Buisness Intelligence Fundamentals: From Data Warehousing to Business Impact

This second course is an introductory course and spoke of these subjects at a conceptual level with no "nitty-gritty" detail. It was comprised of five modules, "Introduction to Business Intelligence", "Business Application Fundamentals", "BI Architecture and Process", "BI Infrastructure", and "Summary and Conclusions".

The "Introduction" module (Module 1) is brief and describes some of the different technology and business solutions in BI (DSS, EIS, OLAP, Supply Chain Analysis, Customer Analysis, etc). It also discusses the OBI framework as it regards to the Organizational roles and responsibilities.

The "Business Application" module (Module 2) covers the topics of business requirements, value, impact, applications, and analytics. It describes how and in what different ways BI can make an impact on business from the importance of business drivers through dash boards and score cards.

The "BI Architecture and Process" module (Module 3) covers the topics of warehousing definitions, warehousing data stores, data warehousing architectures, data warehousing processes, and business intelligence processes. The definitions section covers the definitions of the keywords included in the definition of a data warehouse (integrated, subject-oriented, time-variant, non-volatile, and accessible). The data stores sections covers the types and roles of the differnet collections of data (source, stage, ODS, warehouse, data mart). The data architecture section covers independent data marts, conformed data marts, hub and spoke versus bus, transient versus persistent versus semi-persistent staging, ODS positioning, and ETL. The business processes sections covers data access and delivery.

The "BI Infrastructure" module (Module 4) is really the meat of the course and covers the topics of BI infrastructure and BI readiness briefly while discussing the BI processes, technology, and roles and responsibilities in depth. In the processes section, the course discusses program management, change management, quality management, data governance, depolyment methodologies, project management, data warehouse administration, and metadata management. In the technology section, the course does not list all the different names of technologies, but it does provide the knowledge that tools are available to handle warehouse capactiy planning and other administration/operations tasks, data integration, etc. The BI roles and responsibilities section covers a fairly exhaustive list of business roles and what portion of the BI program/project for which they are responsible.

The "Summary" module (Module 5) has a list of top ten mistakes by job, a best practices list, and a list of references and resources.

Take aways:
While this course covered much of what TDWI Data Warehousing Concepts and Principles: An Introduction to the Field of Data Warehousing covered in the first three modules, the fourth module really took that knowledge to the BI level from the data warehouse level. It also seemed to try to stress the business impact the BI program has.
Concepts like change management, data governance and metadata strategies.

TDWI Data Warehousing Concepts and Principles: An Introduction to the Field of DataWarehousing

This initial course is an introductory course and spoke of these subjects at a conceptual level with no "nitty-gritty" detail. It was comprised of four modules, "Data Warehousing Concepts", "Data Warehousing Architecture", "Data Warehouse Implementation", and "Data Warehouse Operation".

In the "Concepts" module (Module 1) we discussed the various definitions of a Data Warehouse from Inmon, Osterfelt, Barquin, Kimball, and the TDWI summary. We discussed the framework of "components" that make up BI and D, ETL and its various targets (Data Mart, Data Warehouse, Staging), and the role of those targets. We finished off the module by going through an overview of the data warehousing process, discussing the differences between BI and IT Projects and BI projects and BI Programs, and going through the deliverables of the program and projects. We took the charter and readiness assessment in detail to lead into Module 2.

In the "Architecture" module (Module 2) we continued our path down the process by discussing Business Architecture, Defined Data Architecture, Technology Architecture, Project Architecture, and Organizational Architecture. In the business architecture we discussed the the business context for the data warehouse (drivers, goals, strategies, tactics, and results), and business metrics and management (BPM, BAM, CRM, SCM). In the defined data architecture we discussed data analysis (scenarios-based, goal-based, process-based), business questions, data modeling concepts, warehousing targets analysis (i.e. fact-qualifier table), and metadata requirements. We also discussed technology, project, and organizational architechure.

In the "Implementation" module (Module 3) we discussed Implementation Planning, Warehouse Data Modeling, Implementing Data Warehouse Architecture, Data Warehouse Process Model, Deployed Technology, Implementation Components, and Delivery Results. Warehouse data modeling covered the differences between relational (normalized) and dimensional data in the logical model as well as defining the role of the logical model. Implementing data warehouse architecture introduced the differences between the Inman and Kimball architectures as well as the role of the data warehouse in each architecture. It also introduced the independent data mart, the staging area, and the ODS. The data warehouse process model covered the ETL process in a bit more depth and reviews metadata. The technology, implementation concepts, and delivery results were brief overviews of the subjects.

In the "Operation" module (Module 4) we briefly discussed Business Services, Managed Quality, and Managed Infrastructure. We discussed Data Warehouse Administration in some detail. The administration subject covered data refresh, managed platforms, managed environment, and customer service.

Takeaways:
Inman versus Kimball architecture (Hub and Spoke versus Bus)
John Sackman Model (Contextual, Conceptual, Logical, Structural, Physical, Implemented)
Data Warehousing Program/Project Process and Deliverables

TDWI Fall Conference - 2009

At first I wondered why anyone would schedule a conference to start on a Sunday at 8:30 am, but as I started my travels I quickly discovered that this was a blessing in disguise. The flight on Southwest Airlines was not only dirt cheap (less than $200 roundtrip) and non-stop, the two things that make a flight a good flight in my opinion, but it was on time and had many, many open seats. These are the things that make a good flight a great flight. This is when I started to hope that the people planning the TDWI Conference might know what they are doing. This hope was realized when I pre-registered and found everything, like my name spelled correctly, classes in the correct order, and books waiting for me. Classes started, ended, broke for breaks, and re-started on time, and there was even a back-up instructor ready when there was an emergency with the planned instructor.

The content of the two courses I have attended so far, "TDWI Data Warehousing Concepts and Principles: An Introduction to the Field of Data Wrehousing" (Day 1) and "TDWI Business Intelligence Fundamentals: From Datawarehousing to Business Impact," (Day 2) was packed full into the time alloted for the courses, 6.5 hours each. The information delivered was relevant to the subject area, and the only criticism I have is that the information from one course to the other overlapped quite heavily. And I'll admit as the class in Day 2 started, I asked myself, "Did I need to attend Day 1?"

While they two courses were very similar, Day 1 covered the process of developing a data warehouse/BI program (architecture, implementation, operation, etc) and Day 2 covered the infrastructure of BI (program management, change management, data governance, etc). And how do you cover these without at least touching some of the same subjects such as, business requirements, impact, data warehousing architecture? Day 2 also, expanded on Day 1 in some areas, for example while it was said in Day 1 BI should provide a measureable value (ROI), Day 2 provided different examples of what that value could be and that it is not always easily measured (e.g. more reliable information). Operational Data Stores were introduced to me in both Days, and while I understand the difference and use of them, I admit that there is still something puzzling about them or at least with the architectural structures they show them in.

All-in-all, TDWI did a great job of making sure things ran smoothly. I have only two gripes about the conference. First, the internet access was not free outside of the lobby area, and the lobby area was only free for the first three hours per day ($14.95 per day after that). Now, internet was not free in the hotel I booked either, but the free lobby did not havea time restriction on it. Second, parking was not free. Come on, for the price we have to pay for these courses, I think they could convince the hotel to let us park for free. That being said, this training has been very valuable to me. I have learned more about data warehouses, data architecture, the impact of BI on business, and dare I say, I am looking forward to my next course "TDWI Dimensional Data Modeling Primer: From Requirements to Business Analytics."