TRANSFORMING YOUR BUSINESS

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September, 21 2012 TRANSFORMING YOUR BUSINESS

1 September, TRANSFORMING YOUR BUSINESS PROCESS INTO DATA MODEL Prasad Duvvuri AST Corporation

2 Agenda First Step Analysis Data Modeling End Solution Wrap Up

3 FIRST STEP

4 It Starts With.. What is the Business Case? What are the Requirements? What is the Source? 4

5 Business Case Valid Justification Estimated Costs Resources Objectives/Expected Benefits Return on Investment 5

6 Requirements Functional &/or Structural needs Key Attributes; Features Quality 6

7 Source Collection of Meaningful Data Stored in; Computer Files Databases MS SQL Server E.g. Oracle DB, Excel Spreadsheets 7

8 Business Justification for Grants BI Projects are Funded by Grants Commitments Budgets Project Revenue Resources Existing Reports provide visibility into Projects Tasks Expenditure 8

9 Business Justification for Grants BI 9

10 Business Justification for Grants BI Analytical Reports on Grants add value to the reporting solution GRANTS Installment Installment Installment Installment Installment Installment Project Project Project Project Project Project Project 10

Installment Installment Installment Installment Installment

11 ANALYSIS

12 Steps to Analyze Understand the Requirements Understand the underlying Business Processes Understand the Source System 12

13 Requirements Collection of All the needs Not the Objectives Can be Products/Reports, Functionality or Enhancements 13

14 Grants Management Key Requirements Capability to Slice and Dice; Funding Amounts Budgets and Actuals Encumbrances and Invoices 14

15 Grants Management Key Requirements Capability to Slice and Dice by; Award Project Task Installment Calendar Organization and more 15

16 Business Process Collection of Related Activities/Tasks Includes decision points Completion of tasks results in a Service or Product 16

17 Business Process Contd. Examples Car Assembly process Product Support process Human Resource Processes Represented using Flow charts Efficiency is measured using KPIs 17

18 Key Performance Indicators Commonly known as KPIs Help Evaluate the Level Success of an Activity(es) Determined based on the Business Process 18

19 Key Performance Indicators Types of KPIs Quantitative Qualitative Financial Contd. Example: Turnover, Total Plant Production, Products completed on Budget 19

20 Grants Management Process Organizations Apply for Grants Grants are Approved/Rejected Approved Grants are released in Installments 20

21 Grants Management Process Contd. Installments fund projects Project is a collection of Tasks 21

22 Grants Management Key Business Activities are; Funding Budgets Actuals Resources Invoices Commitments Commitments Resources Budgets Grants Funding Actuals Invoices 22

23 Grants Management Details Task Key Attributes are; Award Installment Project Task Organization Awards Management Installment# 1 Installment# text 2 Installment# 3 Project#1 Project#2 text Project#3 Project#1 Project#2 Project#2 Task Task text Task Task Task Task Task text Task Task 23

24 Source System Synonymous with OLTP Typically a Relational Database Transactional Data Capturing Various Business Processes Create, Update, Delete and Archive Transactions 24

25 Grants Analytics - Footprint Overall picture evolves Inferences after Analysis; Start with OBIA Project Analytics Custom Data model to support Grants 25

26 DATA MODELING

27 Dimensional Modeling Concept of Data modeling for Datawarehouse(DW) Design Designed Based on Business Process Designed to Support SQLs Executed on DW 27

28 Dimensional Modeling Contd. Non-Relational Database System Consists of Facts and Dimensions Granularity 28

29 Facts Stores the Facts of a Business Also called Metrics, Measures or Additive Entities Include references to Dimension 29

30 Types of Facts Transactional Facts Mirror of transactional data from the source Lowest grain of each transactional record (E.g. Employee Events Fact) Snapshot Facts Snapshot of balances across time E.g. Employee Daily Snapshot Cycle Lines Facts Derived from multiple fact tables, typically store process cycle times E.g. Sales Order Cycle Lines, Purchase Cycle Lines 30

31 Types of Facts Contd. State Transition Facts Required for specialized transition count metrics Customer State transitions (# New, # Inactive customers, etc) Aggregate Facts Performance enhancement on key metrics E.g. Payroll Aggregate (out of box Monthly, but configurable to other grains) 31

32 Dimensions Companions of Fact tables Store Descriptive attributes Link to Fact tables using a Foreign key 32

33 Types of Dimensions Regular Dimensional Tables No history is captured/handled E.g. W_DAY_D Type 2 Slowly Changing Dimensions A new row inserted every time a record changes in source system E.g. W_PRODUCT_D 33

34 Types of Dimensions Contd. Dimensional Hierarchy Tables Contain flattened hierarchy E.g. W_HIERARCHY_D Dimension Class Tables Store Data for different logical entities with similar business attributes E.g. W_BUSN_LOCATION_D 34

35 Grants Analytics Data Model Important Dimensions Awards (Custom) Projects (OBIA) Tasks (OBIA) Org (OBIA) Dimension Tables WC_AWARD_D W_PROJECT_D W_TASK_D W_EMPLOYEE_D W_PROJECT_ROLE_D W_USER_D W_FINANCIAL_RESOURCE_D W_JOB_D W_GL_ACCOUNT_D W_MCAL_DAY_D W_CUSTOMER_ACCOUNT_D W_INT_ORG_D 35

36 Grants Analytics Data Model Proposed Facts; Re-use OBIA Project Analytics Award Installments (Custom) Award Budgets (Custom) Award Transactions (Custom) Fact Tables WC_AWARD_BALANCE_F WC_AWARD_INSTALLMENT_F WC_AWARDS_D WC_AWARD_XACT_F W_PROJ_BUDGET_F W_PROJ_COMMITMENT_F W_PROJ_COST_LINE_F W_PROJ_EXP_LINE_F W_PROJ_FORECAST_F W_PROJ_FUNDING_HDR_F W_PROJ_FUNDING_LINE_F W_PROJ_INVOICE_LINE_F W_PROJ_REVENUE_HDR_F W_PROJ_REVENUE_LINE_F 36

37 END SOLUTION

38 Datawarehouse ETL Mechanism Repository Reports Key Components 38

39 Consists of Tables Staging and Target Performance Enhancers Datawarehouse 39

40 Enable Extract, Transform and Load process Tools ODI Informatica PL-SQL Full and Incremental Extraction Logic ETL Components 40

41 Repository RPD Stores Metadata Definitions Three Layers; Physical Business Model and Mapping Presentation 41

42 Reports Stored in Presentation Catalog Dashboards and Dashboard Pages Canned and Ad-hoc Reports 42

43 Grants Analytics Star Schema Award Installments 43

44 Grants Analytics Star Schema Award Balances 44

45 Grants Analytics Reports 45

46 Grants Summary Report Summary of Grants, Installments and Assets by Project 46

47 Awards by Org, Type and Source Award Summary by Organization, Source and Award Type 47

48 Awards Management Award Allocations and Budget Details 48

49 Award Status Inquiry Awards Inquiry 49

50 WRAP UP

51 Prasad Duvvuri

Integrating Custom Sub-Ledgers with EBS Using BI Applications Financial Analytics. 03/09/2012 Jamie Adams, Laxmi Vara Prasad Duvvuri AST Corporation

Integrating Custom Sub-Ledgers with EBS Using BI Applications Financial Analytics 03/09/2012 Jamie Adams, Laxmi Vara Prasad Duvvuri AST Corporation 1 Agenda Scenario Previous Options Proposed Solution/Approach