A Customer's Take on Moving from Discoverer to Oracle Business Analytics

How to Migrate from Discoverer
to OBIEE in 9 Weeks!
September, 2017

Gary Aragon
Accounting Manager
Globus Family of Brands
Shiv Bharti
Practice Director,
Oracle Business Analytics
shiv.bharti@perficient.com

3
Agenda
• About Perficient
• About Group Voyagers
• Group Voyagers Case Study
• Overview of Oracle BI Apps
• Overview of Oracle Cloud Analytics
• Migration Options
• Migration Best Practices
• Q&A

4
About Perficient
Perficient is the leading digital transformation
consulting firm serving Global 2000 and enterprise
customers throughout North America.
With unparalleled information technology, management consulting,
and creative capabilities, Perficient and its Perficient Digital agency
deliver vision, execution, and value with outstanding digital
experience, business optimization, and industry solutions.

5
Perficient Profile
Founded in 1997
Public, NASDAQ: PRFT
2016 revenue $487 million
Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago,
Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,
Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis,
New York City, Northern California, Oxford (UK), Southern
California, St. Louis, Toronto
Global delivery centers in China and India
3,000+ colleagues
Dedicated solution practices
~95% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards

6
Perficient’s BI Practice
Solutions Expertise
• BI/DW Strategy and Assessments
• BICS/DVCS/Data Sync
• OBIEE and Oracle BI Apps
• Data Integration, Discovery, Big Data
• Exadata and Exalytics
• Oracle Golden Gate
Fast Facts
• Practice Started: 2004
• Projects Completed: 400+
• Management Team: 14 years
• 60% of consultants former Oracle Eng.
• Oracle Authorized Education Center
– Oracle BI Apps, OBIEE, ODI
• Perficient runs it’s business on Oracle BI
• Proven Implementation Methodology
Oracle Specializations

Group Voyagers –
Customer Case Study

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• Group Voyagers, Inc. - also known as the "Globus family of brands" is a group of escorted tour, river cruise and independent
travel package companies marketed worldwide.
• They include the brands Globus, Cosmos, Avalon Waterways and Monograms
• The Globus family of brands traces its history to 1928, when Antonio Mantegazza started using a rowing boat to transport
commercial goods across Lake Lugano in Switzerland.
• The Globus family of brands now consists of more than 30 tourism and aviation businesses, serviced by more than 5,000 staff.
• The companies’ escorted and independent vacations offer nearly 10,000 departures and over 400 different itineraries, covering
more than 65 countries on six continents. Combined, the travel brands carry nearly 500,000 passengers per year, making the
Globus the largest tour operator worldwide.
Group Voyagers

9
Finance & Analytics Team
• Group Voyagers have 3 entities, US, Canada
and India and reports are to be
generated/delivered to all these 3 entities
• Earlier reporting was manual and the
scheduling of reports was done with manual
labor. Now with BI in place everything is
automated.
• Wanted participants to be accountable for their
activities, create their own reports, run their
own dashboards etc.
• Spent time processing the close and
reconciling data and not enough time
analyzing it.
Growing Business
• Sourced from Oracle EBS instances and
other types of transactional systems
• Migrated from Discoverer to OBIA 11g in
late 2016
• Wanted to automate more reports from
Finance for end users
• Growing need to provide executive office
with greater insight into the real time
reporting from Oracle BI
Company Background

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Manual Reporting Processes
 Financial Close delayed as accountants are dependent upon Shared
Service center personnel to provide Financial Close related data
 Analysis requires multiple searches across varying excel reports to
understand data – no drilldown
No Single Source of Truth
 No consolidated view of customer history
 Multiple, fragmented reporting solutions exist
Lack of Management Insight
 Lack of consolidated KPIs and reporting
 No visibility to call resolution steps
 Manual root cause analysis
Aging infrastructure
 Production ERP system – Oracle EBS suffering performance issues
due to multiple direct access reports running against production
Challenges

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Vision: The End State
Enable More
Users
Expand Platform
for Innovation
Single Source
of Truth
 Combine all relevant
information from any data
source, managed and self-
service
 IT curated metadata layer
 Centralized enterprise metrics
repository
 Leverage prebuilt analytics
 Shorten the financial close
cycle
 Stay productive with
intelligently optimized queries
 Enhance all data with powerful
data preparation
 Data-driven decision making
 Complete visibility into financial
operations, actionable
analytics, real-time KPIs, and
performance metrics needed to
manage and optimize the
business
 Fast and accessible cloud-
based data modeling and
loading
 Error prevention and
monitoring
 Maintain consistency with
centralized business data
 Unified governance and
change management
framework
Automate Data
Consolidation
Connect to All Data
Modernize Analytics
Platform
Empower Business Users
Business Freedom and Data
Governance
Oracle
Business
Analytics

12
High Level Requirements
Financial Operations Reporting requirements can be grouped into one of the
following 5 categories:
Real-time reports (sourced from Oracle)
Real-time self-service reporting (sourced from Oracle)
Oracle EBS periodically refreshed dashboards/reports
Oracle EBS periodical refresh self-service reporting
Non-Oracle reports & self-service

13
BI Tools Assessed for Financial Operations Reporting
Summarized Reporting
Requirements by Tool
Fusion
Accounting
Hub Cloud
Endeca EBS
Information
Discovery
OBIA
OBIEE
BICS
Essbase HFM
Real-time reports
Real-time self-service reporting
EBS periodic refresh
dashboards/reports
EBS periodic refresh for self-
service
Non-Oracle reporting
(dashboards/reports/self-service)
Doesn’t meet the requirementMeets the requirement Partially meets the requirement

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Project Scope
• Deploy Financial Analytics Applications
• Enable all OOTB Dashboards and Reports
• Customize Financial Analytics to build 20 Custom reports
• Setup User Security Infrastructure
• Design for performance and scalability
• Use implementation best practices to meet Project milestones, timelines and budget
• Leverage the internal team as a part of the project to ensure smooth handoff post
deployment
• Provide training to the business users so they are most effective during UAT phase
• Provide guidance to IT and Business so Group Voyagers can build a BI Competency center

15
Project Outcomes
Management
Feedback
User
Feedback
Project
Success
• Defined start and end for
processes.
• Ability to quickly reflect the
changes done in transactional
system into BI.
• Streamlined process for user &
application management due to
web-based nature
• Quick reconciliation saves the user
time
• Notifications/Scheduling helpful in
identifying priority tasks
• Data loaded automatically into data
warehouse daily/history is
maintained.
• Critical data managed in one place.
Single source of truth.
• Shorten the financial close cycle
• Stay productive with intelligently optimized
queries
• Data-driven decision making
• Deeper visibility into financial operations,
actionable analytics, real-time KPIs, and
performance metrics needed to manage and
optimize the business

Overview of Oracle BI
Applications

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Complete. Open. Integrated.
OLTP & ODS
Systems
Data Warehouses
Data
Marts(SQLServer,
Oracle…etc.)
)
Packaged
Applications
(Oracle, SAI, UltiPro)
Excel
XML/Office
Business
Processes
OLAP
Sources(MS Cube)
Exadata Unstructured
& Semi-
Structured
ERP
Analytics
Planning &
Forecasting
Financial Close &
Reporting
Strategy
Management
Profitability
Management
CRM
Analytics
Industry
Analytics
BI Server
Common Enterprise Information Model
Essbase
Dimension
Management Predictive Analytics
Interactive
Dashboards Reports & PublishingQuery & Analysis Detect & AlertOffice Search Embedded MobileScorecards
Data
Sources
BI/EPM
Platform
BI/EPM
Apps

18
Adopt the Data Model – Don’t Build Your Own
Comprehensive Conformed Dimensions Ensures Cross Functional Alignment
Sales
 Opportunities
 Quotes
 Pipeline
Marketing
 Campaigns
 Responses
 Marketing Costs
Service
 Service Requests
 Activities
 Agreements
Contact Center
 ACD Events
 Contact-Rep Snapshot
 Targets and Benchmark
Loyalty
 Members and Points
 Transactions
 Promotions
Price
 Price Waterfall
 Deal Desk
 Price Segments
ERP ANALYTICS
• 370 Fact Tables
• 595 Dimension Tables
• 8,200 Prebuilt Metrics
• 17,700 Data Elements
• Customer
• Products
• Suppliers
• Internal Organizations
• Customer Locations
• Customer Contacts
• GL Accounts
• Employee
• Sales Reps
• Service Reps
• Partners
• Campaign
• Offers
• Cost Centers
• Profit Centers
CRM ANALYTICSCONFORMED DIMENSIONS
MODULAR DATA MODEL
Finance
 Receivables
 Payables
 Cash Flow
 General Ledger
Procurement & Spend
 Procurement Performance
 Supplier Performance
 Spend Analysis
Order Management
 Sales Orders and Invoices
 Bookings, Billings, Backlog
 Order fulfillment process
Supply Chain
 Inventory Performance
 Inventory Bill of Materials
 Customer & Supplier Returns
Human Resources
 Compensation
 Recruiting, Training, Learning
 Workforce Profile
Projects
 Project Funding
 Project Budgets
 Project Performance

19
Pre-mapped metadata, including embedded best
practice calculations and metrics for executives
and other business users
A “best practice” library of over 8200
pre-built metrics, 88 intelligent dashboards, 2576
reports and several alerts for Executives,
Managers and Business Users
Pre-built ETL to extract data from operational
tables and load it into the DW, sourced from
PSFT, Oracle EBS and other sources
Pre-built warehouse with 370 star-schemas
designed for analysis and reporting on financial
analytics
• Presentation layer
• Logical business
model
• Physical sources
1
3
2
4

20
Sources can Oracle ERP, Non-Oracle ERP,
Legacy or Custom Applications
Informatica or ODI for Extract, Transform and
Load into the Data Warehouse.
Simple, yet powerful data warehouse
architecture.
Robust pre-defined OBI EE metadata built
specifically for Oracle ERP Customers. All
Oracle ERP data integrity and relationships
built in.
OBI EE Analytics reporting tools, including
dashboards, reports, graphs, etc.
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
OBI EE
Analytics
Server
OBI EE
Analytics
WebDashboards by Role
Reports, Analysis / Analytic
Workflows
Informatica(ETL) / Oracle Data Integrator(ODI)
Oracle ERP
Non-Oracle
ERP
Source
SystemsLegacy
Data
Warehouse
Database
Metadata
Data
Warehouse
Administration

Overview of Oracle
Analytics Cloud

22
Complete Business Intelligence
• Your data, robust BI capabilities, available anywhere
• Self-service: data loading, mapping, analysis
• Done by business users
• Enterprise grade: secure, highly available, scalable
Cloud Managed
• Patched, backed up, upgraded by Oracle
• Easy, subscription based pricing
• Rapidly provision with zero install or patching
• Scale and security of Oracle
Oracle Business Intelligence Cloud Service
“BICS”

23
Includes the Market Leading Oracle Database
 Reliable
 Secure
 Scalable
 Oracle Managed
 Automated Backup

24
Quickly provision your BI instance
No Installation required
Oracle managed patching and upgrades
Rapid Provisioning

25
1. Load your data 4. Use, share and distribute3. Create Analysis2. Organize data
Simplified Self-Service Analytics

26
• No additional development
• Touch, drill, interact
• Swipe, zoom – touch gestures
• Secure, offline access to content
Instantly Available on Mobile

27
• Exploratory Analytics on
Desktop or Mobile
• Data Mashup across
Managed and User Data
Data Visualization

28
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

30
Solution Considerations
Faster Innovation
• Faster pace to product innovation
• Modern, global platform
• Shorter upgrade cycle
Lower Cost
• Reduced infrastructure cost
• Reduced IT maintenance cost
• Reduced customization and
upgrade cost
State of the Art Analytics
• User experience-focused interface
• Seamless data integration
• Ad-hoc analysis, including drill down
• Dashboards, Mobile
Lower Risk
• Reduced administrative burden
• Guaranteed system availability
• Scalable platform for future
expansion

31
Migration Options
Option 1
• OBIEE 12c/OBI Apps
• On-premise DW
Option 2
• BICS/OAC
• On-premise ETL/DW
Option 3
• BICS/OAC
• Cloud ETL/DW

32
BI App Data
Warehouse
Cloud Source
Staging
Non-
Oracle
Apps BI App Data
Warehouse
Staging
OBI Applications
Oracle/Non-Oracle
Apps
BICS, OACPublic Cloud Applications
Relational
Cubes
Flat Files
ETL
Engine

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Oracle BI Applications Platform
Automate Data Management
(ETL) Process
Analytics
Users
Non-
Oracle
Apps
Oracle/Non-Oracle
Apps
Public Cloud
Applications
Relational
Cubes
Flat Files
BI App Data
Warehouse
Staging
OBI Applications
Data Sync
BICS REST API
PL/SQL Import
DBCS REST API
Informatica
Oracle Data
Integrator

34
Oracle Cloud Analytics Platform
Oracle Cloud
Oracle DB
Schema Service
Oracle BI
Cloud Service
Automate Data Management
(ETL) Process
Web based
Metadata Creation
Analytics
Users
Non-
Oracle
Apps
Oracle/Non-Oracle
Apps
Public Cloud
Applications
Relational
Cubes
Flat Files
Data Sync
BICS REST API
PL/SQL Import
DBCS REST API

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.
Oracle
Analytics
Cloud
Business
Intelligence
Cloud
Data
Visualization
Cloud
Deployment
Workgroup Enterprise
Oracle’s Strategy
Self-Service
Analytics-as-a-Service
IT
BusinessOracle-managed
Customer-managed
35

36
Comparative Analysis of Migration Options
Criteria
#
Criteria
Option 1
OBIEE with On-prem DW
Option 2
OAC with on-prem DW
Option 3
OAC with Cloud DW
1
Capex Cost
(Software License)
Existing OBIEE CPU-based None None
2
Opex Cost
(Software License)
Oracle Support Fees Subscription for BICS
Subscription:
BICS & DBaaS
3
Dependancy on other BI
teams
High None None
4
Friendly for Reports
Development
Yes Yes Yes
5
Infrastructure
Requirements
High:
New OBIEE 12c servers
Low Low
6
Maintenance:
Patching & Upgrades
High
None for BICS;
Only for DW
None
7
Advanced Data
Visualization
Additional License Fee
& Upgrade to 12c
Included in Subscription Included in Subscription
8 Mobile Accessibility Additional License Fee Included in Subscription Included in Subscription

38
Migrating
to Oracle
Analytics
New
Capabilities
Enhanced
Business
Value
Reduced
Costs
Leverage
Best
Practices
Goals for Migrating to Oracle Analytics
Migration is not a mechanical exercise, understanding the capabilities, value, and costs for each report
is critical, at the same time, customers need to embrace a sense of agility and flexibility to adapt to the
new environment.

39
Speed Time to Value, Lower TCO, Lower 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

40
Project Management
User Experience
Business Analysis
Technology Architecture
ENVISION EXECUTE EVOLVE
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.
Strategy
Create the
Vision
Roadmap
Create the
Action Plan
Foundation
Prepare the
Organization
and
Environment
Inception
Establish
Feasibility
Elaboration
Design the
Solution
Construction
Build the Solution
Transition
Deploy the
Solution
Maintenance
Support a
Production
Solution
Assessment
Analyze a
Production
Solution
+
+
+
Our Agile Implementation Methodology

Questions
Type your question into the chat box

42
Next up:
[Event] Oracle OpenWorld
October 2-5, 2017
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A Customer's Take on Moving from Discoverer to Oracle Business Analytics

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