Business Intelligence Strategy for Small Medium Businesses - Step by step approach on how to adopt in 45 days

Transcription

1 Orange County Convention Center Orlando, Florida May 15-18, 2011 Business Intelligence Strategy for Small Medium Businesses - Step by step approach on how to adopt in 45 days Primary Speaker : Vijay Reddy Gondesi Intelligroup Inc an NTT Data Company ] Secondary Speaker: Uwe H Palm SAP Labs LLC

2 [ Agenda BI for SMB -Overview Definition Components Challenges & Importance Industry Facts BI Strategy BI Strategy Approach& Methodology Project Plan Success Factors BO Edge & Importance Product Overview Fitment Analysis BI On Demand Offerings SAP Best Practices Key learnings Best Practices Q&A Final Brief Real Experience. Real Advantage. 2

3 [ Agenda BI for SMB -Overview Definition Components Challenges & Importance Industry Facts Real Experience. Real Advantage. 3

4 [ Definition Business Intelligence (BI)- Business intelligence helps your organization turn data into useful and meaningful information and then distribute this information to those who need it, when they need it so that they can make timely and better informed decisions. Small Medium Businesses (SMB)- Organizations with their annual revenues less than or equal to $500 Million Dollars. In other scenario, A business with 100 or fewer employees is generally considered small, while one with employees is considered to be mediumsized. C Level executives expectation on BI: I do not want BI solutions to be presenting just about sales, productivity and efficiency gains etc.,. If we are not productive and efficient at this point, we are in the wrong business. I need my BI team to be real business partners and bring solutions that will enable our company to win new business, convert more prospects to customers, increase our market share, and get into the new markets. I need BI to be a true business partner, not a cost center. Forrester Research Acronyms used BI - Business Intelligence SMB Small to Medium Businesses BO Business Objects Saas Software as a service BAIO Business All-in-One Real Experience. Real Advantage. 4

5 [ Critical components of Business Intelligence Information Management Data Sources & Data Flow, Business Transformations/Rules (ETL) Information Modeling Data Modeling, Reporting & Data Visualization Information Delivery Portals/ Mobile/Gadgets/Microsoft Office Integration & Collaboration Information Stabilization Benchmarking & Continuous Improvement Data Governance Real Experience. Real Advantage. 5

6 [ Challenges in SMB Higher Market Volatility Uncertainty & Increased Competition Operational Pressures Improve Margins Optimize Manpower and Resources Increase in demand for Right Information Too Much Manual Effort Lack of Right Tools Too many things to start Time to delivery - Near Real-time, Real-time Complex Requirements Data Cleansing & Data Integration Limited IT Budget Real Experience. Real Advantage. 6

7 [ Some Interesting Facts about BI for SMB Top pressures driving BI Investment for SMBs Top Departments Driving the Need for BI Key Technology Enablers in Use Source: Aberdeen Group Top Business Pressures Driving the BI Deployment for SMBs Real Experience. Real Advantage. 7

8 [ Why BI is Important for SMB? Improve Decision Making Process Stay ahead of Competition Replace GUT Feel with Data Driven Decisions Eliminate Manual and Spreadsheets Provide business users with the ability to perform their own ad hoc analyses Growth Unlock Hidden Opportunities Open New Markets Run the business Vs. Drive the business Business Intelligence isn t just for Big businesses anymore It can be used on operational systems as well Real Experience. Real Advantage. 8

9 [ Agenda BI Strategy BI Strategy Approach& Methodology Project Plan Success Factors Real Experience. Real Advantage. 9

10 [ Methodology 4D 45 Days Wk 1 Wk 2-4 Wk 5-9 Ongoing... Assess Align Apply Adopt T R A C K S Vision KPI Strategic Skills Self Service Training Availability ETL/Quality Management Tools/Framework Scalability Integration Business Vision CSF and KPIs Organizational GAPS Implementation Plan Business Case User User Types Requirements Clarity Presentation Layer Skill set GAPS Training Information Source Systems Data Availability & Data Quality Data Models Logical/Physical Data Sourcing and Mapping Data Management Data Reconciliation & Certification Technology Existing Tools Architecture BI Competency Center Scalability & Security Testing & Validation 10 Real Experience. Real Advantage.

11 [ Implementation Methodology Assess Assess Align Apply Know What You Have Current Information Life Cycle Available People, Skills, Tools Understand the Org. Priorities Deliverables As Is Assessment Report BI Roadmap with Milestones Pre-requisites Adopt Real Experience. Real Advantage. 11

12 [ Implementation Methodology Align Assess Align Apply How to Achieve Evaluate & Establish Framework -Data Quality, ETL, Data Acquisition Resources/Tool Selection Project Initiation & Prioritization Deliverables Pilot Section Define Template based model Priority list Adopt Real Experience. Real Advantage. 12

13 [ Implementation Methodology - Apply Assess Align Apply Adopt Pilot Execution Build Models & Reports (Top KPIs) SME Involvement Agile Methodology Change Management Process Data Access & Security Deliverables Successful Pilot Define Scope for Next Area Continuous Improvement Plan Benchmarking Real Experience. Real Advantage. 13

14 [ Implementation Methodology - Adopt Assess Align Apply Adopt AGILE Exploit to More Bus. Groups More Projects (Short Cycles) Refine Best Practices/Standards Stabilize Support Framework Deliverables Optimization Plan Measure KPIs User Training & SOP documentation Real Experience. Real Advantage. 14

15 [ Timelines 45 Days Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10..Onwards Assess Align Apply Pilot Adopt More Projects Resources Administrator Tech Lead Business Leads Change Management Team External Consulting Real Experience. Real Advantage. 15

16 [ Success Factors Vision What are my priorities- Short/Long Term Operational/Tactical/Strategic Strong Business Case Readiness What do you need? Landscape, Data, Resources Adoption process, Commonality Execution Think Big Do Small Prioritize needs and follow KPI Approach Agility Speed and Deployment Delivery Ability to realize ROI Maximize Internal Resources Less Maintenance & Support Real Experience. Real Advantage. 16

17 [ Self service BI Importance and Benefits What is Self Service BI? It is an approach that enables business users to access and work with corporate information system without the IT help (except complex scenarios like building datawarehouses, ETL Framework etc). Self service BI is best and proven solution for organizations to Empower business users to find instant answers Search required information & send reports to external vendors/partners To get away from home grown, other self service tools like spreadsheets or file systems etc Do s Better use of Process/People and Technology - Governance Understand the need Ownership to Business Don'ts Self service is not replacement to IT.. Do not involve in design and backend Allow access to entire data (confidential data must be protected) Forget Performance & Stewardship Proper Training (data & application) Provide intuitive interface (user friendly) KPIs to measure the success and usability Too much training Overwhelm with technology stuff Spending too much time in finding data Over usage and Redundancy Real Experience. Real Advantage. 17

18 [ Agenda BO Edge & Importance Product Overview Fitment Analysis Offerings SAP Best Practices BI On Demand Real Experience. Real Advantage. 18

19 [ Business Objects Edge BI for SMB Product Fitment SAP/Partner Overview Analysis Offerings Real Experience. Real Advantage. 19

20 [ Business Objects Open and Agnostic Product Overview Fitment Analysis SAP/Partner Offerings Platform Independent Benefits Supporting SAP, Oracle, IBM and Microsoft and Major applications, Databases, Datawarehouses, Middleware, Portals Real Experience. Real Advantage. 20

21 [ Business Objects Edge Business Intelligence Tools Product Overview Fitment Analysis SAP/Partner Offerings Offering Name SAP BusinessObjects Edge BI, standard package SAP BusinessObjects Edge BI, version with data integration Also includes data quality (SAP BusinessObjects Data Quality, Professional Edition) Product Description Enterprise and ad-hoc reporting, analysis and visualization Also includes data integration (SAP BusinessObjects Data Integrator, Starter Edition) SAP BusinessObjects Edge BI, version with data management BusinessObjects Edge Series is the business intelligence (BI) choice of Small to Medium companies. It combines flexible ad hoc reporting, analysis, and dashboards with insightful performance management to enable strategic decision-making across your company. Real Experience. Real Advantage. 21

22 [ Business Objects Edge Summary Features A comprehensive BI solution that connects business users at any level with all key information Integration with Microsoft Office Integration with Oracle, Microsoft, JD Edwards, and PeopleSoft Data Integration and Data management On Premise deployment Benefits A data foundation that helps ensure that decisions are based on trustworthy information, Comprehensive enterprise reporting, ad hoc query/analysis, dashboards/visualization and data management Access any data source, scalable Support employees Highlights A complete solution at one low price Concurrent Access License (CAL) model Easily scale as you grow Single Installation Centralized Management Go-live in 4-8 weeks Real Experience. Real Advantage. 22

23 [ Reporting tools in Business Objects Edge Professionally Informed Reporting Dashboards and Visualization Interactive Analysis Data Exploration Executives, Managers Crystal Report Dashboard BO Explorer Information Consumer Web Intelligence Business Analysts Technically Capable Limited Interactive Experience, Responsiveness Full Real Experience. Real Advantage. 23

24 [ Business Objects Edge at its best for SMB Product Overview Fitment Analysis SAP/Partner Offerings Platform Independent Semantic Layer Better User Intuitive tool Promotes Self Service BI in the organization Ad-hoc & Analysis Reporting using Web Intelligence Data Exploration and Search using Explorer Report Bursting using Crystal Reports Data Visualization and What If Scenarios using Dashboards Better Collaboration - Integration with Microsoft Office Completely Web Based with Portal and its Interoperability Flexible Licensing Models and Less Maintenance Costs Scalable to Enterprise level BI with Data Integration and Data Quality Performance Management Real Experience. Real Advantage. 24

25 [ Business Objects On Demand Complete BI on-demand solution - 100% Saas (Software as a service) Scalability/Adoption - Start with On Demand and them migrate to On premise Additional capabilities - Data warehouse, Development environment, Security, SSO/LDAP Reasons Advantages Challenges Conventional BI takes long time Less IT Costs Easy to start Increase in Self-Service Smaller but can be scalable No ongoing maintenance Data security Integration Challenges Reliability Real Experience. Real Advantage. 25

26 [ BI OnDemand Detailed View Real Experience. Real Advantage. 26

27 [ BI in SAP Business All-in-One Preconfigured Best Practices Rich Functionality A preconfigured solution that reduces ERP and BI integration costs and speeds deployment. Data access Metadata Security Proven best practices and business standards that reduces report and dashboard development costs and speeds deployment Sales Analysis Financial Analysis Service Analysis Manufacturing Analysis Procurement Analysis Intuitive and interactive user interfaces that reduce training and support costs and speed business user adoption Graphs, charts, & conditional highlighting Interactive sorting, filtering & formatting Visual scenario modeling Microsoft Office interface Real Experience. Real Advantage. 27

28 [ Offerings SAP/Partners Product Overview Fitment Analysis SAP/Partner Offerings Real Experience. Real Advantage. 28

29 [ Business Analytics in SAP Business All-in-One Overview Predefined SAP BusinessObjects Edge for SAP Business All-in- One, offering pre-built content and best practices for reporting and dashboard design Enhanced BusinessObjects Edge based on the persistency Business Warehouse, offering end-user oriented add-hoc Analytics with WebIntelligence and BO Explorer Designed for midsize companies looking for a solution to address their enhanced business analytics needs Real Experience. Real Advantage. 29

30 [ Business Analytics in SAP Business All-in-One Analytical Landscape Embedded Dashboard Crystal Report Dashboard Web Intelligence BO Explorer Opt. 1: with Live Office SBOP Edge Server Dashboard CR Report Dashboard WebI Report InfoSpaces Opt.3: Web Service Report Instance Universes Opt. 2: with Query as a Web Service SAP ERP SAP BW SAP BAiO Baseline SAP BP for BW Operational Data Data Warehouse Persistency Real Experience. Real Advantage. 30

31 [ Business Analytics in SAP Business All-in-One SAP Best Practices for BI V What s in the box? Reports and dashboards 31 Reports (Crystal) 13 Dashboards (Xcelsius) Six application areas Direct platform integration with SAP ERP Content free of charge Real Experience. Real Advantage. 31

32 [ SAP Best Practices for BI V4.31 Reports and Dashboards Sales Purchasing Financials Services Manufacturing Credit Memo Analysis Customer Fact Sheet Customer Standard Analysis List of Billing Documents List of Sales Orders New Quotations and Orders Values and Numbers Sales Analysis by Product / Material Sales Dashboard Sales Organization Analysis Purchasing Group Analysis Stock Overview Vendor Analysis Vendor Comparison Vendor Fact Sheet Inventory Dashboard* Purchasing Volume Dashboard* Trade Dashboard* Vendor Evaluation Dashboard* AP Open Items Controlling Dashboard Cost Analysis Cost Center - Plan vs. Actual Variance Cost Analysis Order Plan vs. Actual Variance Financial Statements GL Statement Profit & Loss Analysis Dashboard* List of Personnel Travel Expense Travel by Cost and Location Open Project Status Dashboard* Project Dashboard* Travel Expense* Work Center Analysis Dashboard* Production Analysis Dashboard* Product Costing Dashboard* CEO Sales Volume Analysis Sales Plan vs. Actual Dashboard* CEO Cockpit* * - Dashboard (Xcelsius) Real Experience. Real Advantage. 32

33 [ SAP Best Practices for BI V4.31 Sample Report (Crystal) - Vendor Fact Sheet Real Experience. Real Advantage. 33

34 [ SAP Best Practices for BI V4.31 Sample Dashboard (Xcelsius) - Product Costing Dashboard Highlights Product cost by plant and material Product cost simulator for gross margin and gross profit Real Experience. Real Advantage. 34

35 [ Business Analytics in SAP Business All-in-One SAP Best Practices for BW V2.701* - What s in the box? Reports and dashboards Three SAP Crystal Dashboards 26 WebI Reports Eight SBOP Explorer Reports Five application areas Platform integration via SAP Netweaver Business Warehouse and SBOP Universe Content free of charge Real Experience. Real Advantage. 35

36 [ SAP Best Practices for BW V2.701* Reports and Dashboards CEO Financial Purchasing Sales Manufacturing CEO KPI Overview * Days in Inventory Spend Managed Strategically Lost Discounts Profit & Loss Dashboard * AP Open Items Profitability Analysis Purchasing Volume Dashboard * Purchasing Group Analysis Contract Analysis Credit Memo Analysis Customer Standard Analysis Sales analysis by product/material Production Overview Production Utilization Production Leadtime Receivables Overdue Days Sales Outstanding Order-to-Ship Manufacturing Cycle Time Invoices with Unauthorized Deductions Vendor Fact sheet Vendor Analysis Vendor Comparison SD Quotations Analysis Sales Organization Analysis Sales Volume Analysis Sales Overview Sales Delivery Credit Memo Analysis * - Dashboard (Xcelsius) *Based on SAP NetWeaver Business Warehouse and SAP BusinessObjects Real Experience. Real Advantage. 36

37 [ SAP Best Practices for BW V2.701* Sample Dashboard (Xcelsius) - KPI Overview Dashboard Highlights Eight KPIs Trend Drill-down to WebI and SBOP Explorer Real Experience. Real Advantage. 37

38 [ SAP Best Practices for BW V2.701* Sample WebI Report: Days Sales Outstanding Highlights Eight KPIs Trend Drill-down to WebI and SBOP Explorer Real Experience. Real Advantage. 38

39 [ SAP Best Practices for BW V2.701* Sample SBOP Explorer Report: Receivables Overdue Highlights Eight KPIs Trend Drill-down to WebI and SBOP Explorer Real Experience. Real Advantage. 39

40 [ SAP Best Practices for BW V2.701* Development Pipeline Uplift to BI 4.0 Uplift to SAP NW BW 7.0 EhP 2 Content delivery and deployment Translation / localization Functional enhancements Real Experience. Real Advantage. 40

41 [ Business Analytics in SAP Business All-in-One Other Sessions at ASUG Annual Conference Session 4401 Influence session for SAP Best Practices for SAP NetWeaver Business Warehouse (BW) and SAP Business Objects BI May :30AM - 12:00AM Session 0403 Jump-start your BI Project with free SBOP Reports and Dashboards from SAP Best Practices May , 1:45PM - 2:45PM Real Experience. Real Advantage. 41

42 [ Sample Service Offering from Partners Deliverables Replace gut feel with 'hard facts' data-driven decision making Fully integrates your ERP/ transaction system (any platform or application) with Business Objects Edge BI solutions which will provide you with a full view of your company and help drive ongoing success. 5 CAL Business Objects Edge Series Standard Licenses Installation/Configuration Ad-hoc reporting, query and analysis from selected Functional area Interactive dashboards viewing for executives and managers (1 dashboard) Microsoft Live office integration 100% web based portal. Secure, easy-to-understand data for rapid and informed decisions End user training to achieve Self Service reporting capability Pre-defined KPI templates to use Highlights Rapid implementation (in Weeks) to empower business users Price inclusive of licenses and services BI Factory Shared services model Post Go-live Real Experience. Real Advantage. 42

43 [ Agenda Key learnings Best Practices Q&A Final Brief Real Experience. Real Advantage. 43

44 [ Common Challenges and Solutions Challenge Information Silos, Multiple Versions Time Constraint Data Analysis & Req. gathering Data Redundancy No Data Ownership Corrupt & Incorrect / Incomplete Information Too Much customization & Coding Too Many Reporting tools Too many projects tracks same time Heavily dependent on IT Implementation Costs Best Practice Solution Single Version of Truth More Ad-hoc & Analysis Data Mart-Datawarehouse-Federated Governance - Roles & Responsibilities defined Strong Data Quality & ETL Framework Start with Pre-configured Analytics & Expand BI Standardization Phased approach with Common Data Definitions Self Service BI Develop BI CC & Internal Training Real Experience. Real Advantage. 44

45 [ Learning Points Assessment & Readiness Selecting Right BI Tool Evaluation & Selection process Think Big Do Small Phased Approach - One User Group at a time Time-to-Deliver - Short Implementation Cycles Prefer to build BI solutions either In house or Minimal External consulting help Leverage existing resources Build Trust between IT and Business users Strategic BI Actionable & Self Service Real Experience. Real Advantage. 45

46 [ Best Practices Develop BI Competency Consider ERP Roadmap in BI Decision Making Select Right Tool Platform Agnostic Top Priority Map BI initiatives to Org. and Business needs Integration with Microsoft Office Drive Self Service Capability Go Web Extend to external partners Leverage SAP best practices and offerings Real Experience. Real Advantage. 46

47 [ Resources SAP Channel Partner Portal SAP presentations on Business Objects Aberdeen Group Forrester Wave Research Search Data Management Real Experience. Real Advantage. 47

48 [ Q&A Contacts: Vijay Reddy Gondesi Director, Global Business Intelligence Intelligroup Inc an NTT Data Group company Phone: Uwe H Palm Field & Partner Support SAP Labs LLC uwe.palm@sap.com Phone: Real Experience. Real Advantage. 48

49 [ Thank you for participating. ] Please remember to complete and return your evaluation form following this session. For ongoing education in this area of focus, visit SESSION CODE: 2509 INSERT SESSION CODE Real Experience. Real Advantage.