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Building a 360 Degree View of Your Customers on BICS
2
Introduction
Shiv Bharti is the practice director of Perficient’s national Oracle
business intelligence practice. Shiv has solid experience building
and deploying Oracle Business Intelligence products. He has
successfully led the implementation of more than 75 Oracle
Business Intelligence and custom data warehouse projects.
Shiv has worked in multiple industries and with clients including
Fortune 500 companies. He has expertise leading large global
teams, as well as in-depth knowledge across multiple verticals and
technologies. Prior to 2008, Shiv was a member of the Oracle and
Siebel Core Engineering Teams and responsible for the design and
development of numerous business intelligence applications.
linkedin.com/in/shivbharti/
Building a 360-Degree View of Your
Customers on BICS
KScope16
4
AGENDA
 About Perficient
 Overview - Data-Driven Marketing
 Why the need for Customer 360
 The solution
 Proposed Technology
 Demo - Perficient Marketing Analytics
 Overview - Perficient Marketing Analytics IP
 Best practices for Implementing BI
 Implementation Methodology
5
PERFICIENT
PROFILE
Founded in 1997
Public, NASDAQ: PRFT
2015 revenue $473.6 million
22 Locations in North America
Global delivery centers in China and India
>2,800 colleagues
Dedicated solution practices
~90% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards
Platinum Partner w/2,000+ Oracle Implementations
 Enterprise Information Management
 Enterprise Performance Management (EPM)
 E-Business Suite
 Oracle Technology, Middleware/SOA
 Customer Experience / CRM
 Oracle Certified Education Partner
6
PERFICIENT’S ORACLE BI PRACTICE
• Oracle Platinum Partner
• 15+ year relationship of loyalty and trust
• Successfully delivered over 400 Oracle BI projects
• 50+ U.S based consultants and 50+ offshore consultants dedicated
to delivering Oracle BI solution
• 60% of consultants come from Oracle Engineering
• Multiple delivery models
• Deep technical expertise on
• Oracle BI Cloud Service (BICS), Oracle BI Apps, BI FS, Custom
Data Warehousing, Oracle Golden Gate, Mobility
• Perficient runs its business on Oracle BI
• Oracle Certified Education Training Partner
• Provide feedback to Oracle product management for enhancements
• Long-standing involvement with Oracle OpenWorld
7
Select Oracle BI/EPM Clients
Healthcare
Manufacturing
Energy
Higher Education
Transportation
Consumer Goods/Media
Financial Services
Technology
Oil & Gas/Chemical
8
9
10
What are the Stages of Strategic Marketing
1. Examine the situation and identify marketing problems and
opportunities
a) Customer Analysis
b) Company Analysis
c) Competitor Analysis
2. Establish strategic objectives
a) Product Differentiation
b) Cost Leadership
c) Focus
3. Formulate marketing tactics
a) Product
b) Price
c) Place (Distribution)
d) Promotion
4. Implement and monitor
Credit: Sanjay Dhar (Chicago Booth)
11
What is Data-Driven Marketing Approach
Credit: Günter J. Hitsch (Chicago Booth)
12
Why the need for Customer 360?
 Customer is siloed across the business
 Limited ability to join Customer across multiple sources
 Multiple and incomplete definitions of Customer
 Data quality concerns on key attributes (missing or inconsistent)
 Limited accessibility to those with a valid business need
 Timeliness of information availability (weeks or months)
 Operational attributes unavailable for analysis
 Attributes unavailable for operational need:
• Targeted messaging
• Complete information at the point of
engagement
• Limited self-service capabilities
 Lack of agility in changing customer facing capabilities in response to customer information
13
Proposed Solution
Cloud based for maximum agility
14
Proven BI Solution
• Built with enterprise class software
• Proven on-premises BI technology
• Thousands of customers globally
• Robust BI Capabilities
• Includes Oracle Database
15
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
16
Advanced Data Visualization
• Exploratory Analytics on
Desktop or Mobile
• Data Mashup across
Managed and User Data
I am working on finding better bullet points for this slide - Bill
17
Instantly Available on Mobile
• No additional development
• Drill, interact
• Swipe, zoom – touch gestures
• Secure, offline access to content
18
Rapid Provisioning
Quickly provision your BI instance
No Installation required
Oracle managed patching and upgrades
19
Simplified Self Service Analytics
1. Load data 4. Use, share, distribute3. Create Analysis2. Organize data
20
Integration at Every Level… WITH EASE!
One-Click
DataLoad
• Take any on-prem
data source and
single click into the
cloud. Incremental
and multi-source
loads are simple.
Auto retries and
monitoring are
effortless and the
built-in scheduler
is intuitive.
Cloud
• You can utilize
metadata and
cloud data
sources to allow
flexible options
for storing,
managing and
connecting
data…without
any extra steps.
Scalable
• As Customer
evolves internally,
so does its Oracle
Cloud. There is
never a time to
worry about version
of other tools or
solutions.
21
How Cloud Speeds Development
 Rapid Provisioning: Provisioning an on premise infrastructure can be
time-consuming and expensive. With cloud, the application and the
analytics can be up and running in days. When capacity needs or project
needs fluctuate, cloud responds fluidly.
 Cloud is Elastic: Cloud also offers pay-as-you-go and use-what-you-
need models. This flexibility ensures capacity ahead of demand and also
provides closer, more predictable links to costs and use. Cloud is elastic,
and platforms easily scale up, out, or in. Harness the unbound,
unrestricted nature of cloud to move faster, test more, and collaborate
better.
 Compresses Test Cycles: With cloud, you can push code out to users
seamlessly. As a result, developers receive near real-time feedback from
users. You don't have to guess what works, because long feedback cycles
are eliminated. Time is compressed and production cycles are shortened
to weeks, rather than months or quarters.
 Integration: Cloud Platform can integrate with third-party applications
used by the agency and partners. Adds value in the ecosystem.
22
DEMO
Perficient Prebuilt - Marketing Analytics
Building a 360 Degree View of Your Customers on BICS
Building a 360 Degree View of Your Customers on BICS
Building a 360 Degree View of Your Customers on BICS
Building a 360 Degree View of Your Customers on BICS
Building a 360 Degree View of Your Customers on BICS
Building a 360 Degree View of Your Customers on BICS
Building a 360 Degree View of Your Customers on BICS
Building a 360 Degree View of Your Customers on BICS
31
Overview – Perficient Marketing Analytics
32
Content Summary
Executives
 Overview
 Campaign Marketing
 Marketing Opportunity
 Marketing Lead
 Cost of Marketing
 Marketing Predictions
 Marketing Orders/Orders
Item
 Response
 Activity
 Household
 Marketing Quotations/
Quotations Item
Marketing Leaders
 Campaigning Marketing
 Understanding the
opportunities
 Leads
 Cost Details
 Predictions in Marketing
 Ordering of items
 Responses from
consumer post marketing
 Activities related to
Marketing
 Household details
 Quotations
33
Pre-Built Marketing Analytics on Oracle BICS
Key Takeaway:
• Automate data upload process for
any on-premises or cloud-based
source application
Oracle Cloud
Oracle DB
Schema Service
Oracle BI
Cloud Service
Automate Data Management
(ETL) Process
Web based
Metadata Creation
Analytics
Users
On-Premise Applications
Public Cloud
Applications
Flat Files
Cloud
Integration
CRM
Sales
Policy
Administration
Billings
Claims
External/3rd
Party
Social Media
External/3rd
Party
34
Products
Dimension
Time
DimensionMarketing Analytics
Q. How many of my top customers bought
products after the launch of the new marketing campaign?
Marketing
Fact Table
Dim Table
Dim TableDimension
Tables
Pre-requisite of common conformed dimensions
Procurement and Spend
Analytics
Purchase
Orders
Fact Table
Dim Table
Dim TableDimension
Tables
Support for Cross-Functional Analysis
35
Speeds Time to Value and Lowers TCO,Risk
Build from Scratch
with 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
36
Best Practices for Implementing
Agile Business Intelligence on Cloud
37
Our Agile Implementation Methodology
EXECUTEENVISION
Strategy
Create the
Vision
EVOLVE
User Experience
Business Analysis
Technology Architecture
Roadmap
Create the
Action Plan
Foundation
Prepare the
Organization
and
Environment
Inception
Establish
Feasibility
Construction
Build the Solution
Transition
Deploy the
Solution
Maintenance
Support a
Production
Solution
Assessment
Analyze a
Production
Solution
Elaboration
Design the
Solution
Project Management
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.
+
+
+
3838
CALL TO ACTION
Contact Us Within the Next Hour to Receive a Complimentary
Advisory Workshop
 Data-Driven Marketing Objectives, discuss Industry best
practices, lay out a Roadmap
 Review challenges with existing Customer 360 View initiatives
 Discuss case studies of customers migrating from on premise
to Oracle Cloud Analytics
 Agnostic Enterprise Information Strategy
Thank You!
For more information contact:
Shiv Bharti, Practice Director - Oracle Business Analytics
shiv.bharti@perficient.com
312.659.3233 office I 312.291.1532 mobile
www.facebook.com/perficient
www.perficient.com
www.twitter.com/perficient
Building a 360 Degree View of Your Customers on BICS
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Building a 360 Degree View of Your Customers on BICS

  • 2. 2 Introduction Shiv Bharti is the practice director of Perficient’s national Oracle business intelligence practice. Shiv has solid experience building and deploying Oracle Business Intelligence products. He has successfully led the implementation of more than 75 Oracle Business Intelligence and custom data warehouse projects. Shiv has worked in multiple industries and with clients including Fortune 500 companies. He has expertise leading large global teams, as well as in-depth knowledge across multiple verticals and technologies. Prior to 2008, Shiv was a member of the Oracle and Siebel Core Engineering Teams and responsible for the design and development of numerous business intelligence applications. linkedin.com/in/shivbharti/
  • 3. Building a 360-Degree View of Your Customers on BICS KScope16
  • 4. 4 AGENDA  About Perficient  Overview - Data-Driven Marketing  Why the need for Customer 360  The solution  Proposed Technology  Demo - Perficient Marketing Analytics  Overview - Perficient Marketing Analytics IP  Best practices for Implementing BI  Implementation Methodology
  • 5. 5 PERFICIENT PROFILE Founded in 1997 Public, NASDAQ: PRFT 2015 revenue $473.6 million 22 Locations in North America Global delivery centers in China and India >2,800 colleagues Dedicated solution practices ~90% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards Platinum Partner w/2,000+ Oracle Implementations  Enterprise Information Management  Enterprise Performance Management (EPM)  E-Business Suite  Oracle Technology, Middleware/SOA  Customer Experience / CRM  Oracle Certified Education Partner
  • 6. 6 PERFICIENT’S ORACLE BI PRACTICE • Oracle Platinum Partner • 15+ year relationship of loyalty and trust • Successfully delivered over 400 Oracle BI projects • 50+ U.S based consultants and 50+ offshore consultants dedicated to delivering Oracle BI solution • 60% of consultants come from Oracle Engineering • Multiple delivery models • Deep technical expertise on • Oracle BI Cloud Service (BICS), Oracle BI Apps, BI FS, Custom Data Warehousing, Oracle Golden Gate, Mobility • Perficient runs its business on Oracle BI • Oracle Certified Education Training Partner • Provide feedback to Oracle product management for enhancements • Long-standing involvement with Oracle OpenWorld
  • 7. 7 Select Oracle BI/EPM Clients Healthcare Manufacturing Energy Higher Education Transportation Consumer Goods/Media Financial Services Technology Oil & Gas/Chemical
  • 8. 8
  • 9. 9
  • 10. 10 What are the Stages of Strategic Marketing 1. Examine the situation and identify marketing problems and opportunities a) Customer Analysis b) Company Analysis c) Competitor Analysis 2. Establish strategic objectives a) Product Differentiation b) Cost Leadership c) Focus 3. Formulate marketing tactics a) Product b) Price c) Place (Distribution) d) Promotion 4. Implement and monitor Credit: Sanjay Dhar (Chicago Booth)
  • 11. 11 What is Data-Driven Marketing Approach Credit: Günter J. Hitsch (Chicago Booth)
  • 12. 12 Why the need for Customer 360?  Customer is siloed across the business  Limited ability to join Customer across multiple sources  Multiple and incomplete definitions of Customer  Data quality concerns on key attributes (missing or inconsistent)  Limited accessibility to those with a valid business need  Timeliness of information availability (weeks or months)  Operational attributes unavailable for analysis  Attributes unavailable for operational need: • Targeted messaging • Complete information at the point of engagement • Limited self-service capabilities  Lack of agility in changing customer facing capabilities in response to customer information
  • 13. 13 Proposed Solution Cloud based for maximum agility
  • 14. 14 Proven BI Solution • Built with enterprise class software • Proven on-premises BI technology • Thousands of customers globally • Robust BI Capabilities • Includes Oracle Database
  • 15. 15 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
  • 16. 16 Advanced Data Visualization • Exploratory Analytics on Desktop or Mobile • Data Mashup across Managed and User Data I am working on finding better bullet points for this slide - Bill
  • 17. 17 Instantly Available on Mobile • No additional development • Drill, interact • Swipe, zoom – touch gestures • Secure, offline access to content
  • 18. 18 Rapid Provisioning Quickly provision your BI instance No Installation required Oracle managed patching and upgrades
  • 19. 19 Simplified Self Service Analytics 1. Load data 4. Use, share, distribute3. Create Analysis2. Organize data
  • 20. 20 Integration at Every Level… WITH EASE! One-Click DataLoad • Take any on-prem data source and single click into the cloud. Incremental and multi-source loads are simple. Auto retries and monitoring are effortless and the built-in scheduler is intuitive. Cloud • You can utilize metadata and cloud data sources to allow flexible options for storing, managing and connecting data…without any extra steps. Scalable • As Customer evolves internally, so does its Oracle Cloud. There is never a time to worry about version of other tools or solutions.
  • 21. 21 How Cloud Speeds Development  Rapid Provisioning: Provisioning an on premise infrastructure can be time-consuming and expensive. With cloud, the application and the analytics can be up and running in days. When capacity needs or project needs fluctuate, cloud responds fluidly.  Cloud is Elastic: Cloud also offers pay-as-you-go and use-what-you- need models. This flexibility ensures capacity ahead of demand and also provides closer, more predictable links to costs and use. Cloud is elastic, and platforms easily scale up, out, or in. Harness the unbound, unrestricted nature of cloud to move faster, test more, and collaborate better.  Compresses Test Cycles: With cloud, you can push code out to users seamlessly. As a result, developers receive near real-time feedback from users. You don't have to guess what works, because long feedback cycles are eliminated. Time is compressed and production cycles are shortened to weeks, rather than months or quarters.  Integration: Cloud Platform can integrate with third-party applications used by the agency and partners. Adds value in the ecosystem.
  • 22. 22 DEMO Perficient Prebuilt - Marketing Analytics
  • 31. 31 Overview – Perficient Marketing Analytics
  • 32. 32 Content Summary Executives  Overview  Campaign Marketing  Marketing Opportunity  Marketing Lead  Cost of Marketing  Marketing Predictions  Marketing Orders/Orders Item  Response  Activity  Household  Marketing Quotations/ Quotations Item Marketing Leaders  Campaigning Marketing  Understanding the opportunities  Leads  Cost Details  Predictions in Marketing  Ordering of items  Responses from consumer post marketing  Activities related to Marketing  Household details  Quotations
  • 33. 33 Pre-Built Marketing Analytics on Oracle BICS Key Takeaway: • Automate data upload process for any on-premises or cloud-based source application Oracle Cloud Oracle DB Schema Service Oracle BI Cloud Service Automate Data Management (ETL) Process Web based Metadata Creation Analytics Users On-Premise Applications Public Cloud Applications Flat Files Cloud Integration CRM Sales Policy Administration Billings Claims External/3rd Party Social Media External/3rd Party
  • 34. 34 Products Dimension Time DimensionMarketing Analytics Q. How many of my top customers bought products after the launch of the new marketing campaign? Marketing Fact Table Dim Table Dim TableDimension Tables Pre-requisite of common conformed dimensions Procurement and Spend Analytics Purchase Orders Fact Table Dim Table Dim TableDimension Tables Support for Cross-Functional Analysis
  • 35. 35 Speeds Time to Value and Lowers TCO,Risk Build from Scratch with 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
  • 36. 36 Best Practices for Implementing Agile Business Intelligence on Cloud
  • 37. 37 Our Agile Implementation Methodology EXECUTEENVISION Strategy Create the Vision EVOLVE User Experience Business Analysis Technology Architecture Roadmap Create the Action Plan Foundation Prepare the Organization and Environment Inception Establish Feasibility Construction Build the Solution Transition Deploy the Solution Maintenance Support a Production Solution Assessment Analyze a Production Solution Elaboration Design the Solution Project Management 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. + + +
  • 38. 3838 CALL TO ACTION Contact Us Within the Next Hour to Receive a Complimentary Advisory Workshop  Data-Driven Marketing Objectives, discuss Industry best practices, lay out a Roadmap  Review challenges with existing Customer 360 View initiatives  Discuss case studies of customers migrating from on premise to Oracle Cloud Analytics  Agnostic Enterprise Information Strategy
  • 39. Thank You! For more information contact: Shiv Bharti, Practice Director - Oracle Business Analytics [email protected] 312.659.3233 office I 312.291.1532 mobile www.facebook.com/perficient www.perficient.com www.twitter.com/perficient