MAD about Mobile Business Intelligence

Transcription

1 Session ID: UGF9226 Venue / Room: Moscone South Date and Time: 9/28/14, 13:30-14:15 MAD about Mobile Business Intelligence Leveraging the new Mobile App Designer to Empower your Organization October 2014

2 Agenda Introduction Business Case Oracle Mobile BI Solutions Mobile Application Designer Functionality Case Story: Mobilizing the Finance Organization Mobilize! Confidential 2

3 Peloton Overview Peloton is a nationally recognized leader in Enterprise Performance Management, Business Analytics and Information Management. Our Advisory, Implementation and Outsourced Services drive business transformation in the areas of Business Planning, Consolidations and Financial Reporting as well as Business Analytics, Data Integration and Technology Infrastructure. We develop long-term relationships with and deliver tangible results for our clients through: Our Business and Technology professionals with proven track records from the top firms in our industry A unique combination of process improvement consulting and hands-on technical implementation expertise Innovative and collaborative implementation methodologies that drive end-user adoption Solutions for... Finance Operations Information Technology Sales & Marketing... Services for Strategic Finance Business Planning Financial Close & Reporting Business Analytics Information Architecture Data Integration Technology Infrastructure Confidential 3

4 Peloton Mobility Framework 1) DEFINE Identify key functionality or information that can further enhance or optimize business processes and achieve productivity gains. 2) ASSESS Establish a baseline of where an organization is in its current state and identify critical areas to address as well as areas of opportunity to support or enhance mobility efforts. 3) EXECUTE Create a strategy, plan and roadmap in order to help our clients drive forward their productivity goals through the deployment of mobility solutions. Confidential 4

5 Agenda Introduction Business Case Oracle Mobile BI Solutions Mobile Application Designer Functionality Case Story: Mobilizing the Finance Organization Mobilize! Confidential 5

6 An Organization s Information Challenge A Not Uncommon Current Situation Given the nature of work and information that various departments consume, it is difficult to satisfy entire user base with a single solution The data and information is disparate and many times lives offline and is difficult to produce and access The nature of information is such that specific users need it in a specific time and place Users have diverse backgrounds and varying comfort level with mobile solutions Diversification of mobile devices fueled by BYOD (Bring Your Own Device) Purpose Built Content Common Reporting Platform Timely Access User Experience Cross Platform Mobility Data & information is everywhere, but not available in a format or platform that allows for easy access nor real time decision making. How can we address these challenges through mobility? Confidential 6

7 Agenda Introduction Business Case Oracle Mobile BI Solutions Mobile Application Designer Functionality Case Story: Mobilizing the Finance Organization Mobilize! Confidential 7

8 Oracle Mobile BI Solutions Oracle Mobile BI HD Application Mobile Application Designer Confidential 8

9 MAD is Oracle s latest Mobile BI offering called Mobile Application Designer Requires latest release of OBIEE ( ) Leverages the BI Publisher interface with Mobile app component add-ons Simple drag and drop user interface Easily create visually appealing and interactive analytical apps for any line of business all without writing a single line of code Confidential 9

10 MAD is Users can leverage data from existing Oracle BI environment Collaborate and share apps via the Apps Library, which serves as a repository of mobile analytic applications to which users can subscribe and receive automatic updates, ensuring that users across the organization are consuming the most up to date information. Confidential 10

11 Mobile BI HD ios app vs. MAD Oracle BI Mobile HD App ios & Android only Mobilized content mirrors web catalog - no need to build new reports/queries OBI developers required to source data and build queries / reports Same navigation and content as web catalog Bound by OBIEE data model Multiple data sources can be leveraged through the RPD Promotion through environments requires IT support for migration Promotion through environments requires IT support for migration MAD Multi-Platform (via mobile web) Content and User interface is specifically built for mobile consumption - New development required Allows the business (power users) to build reports Focused Purpose built content for mobile Granularity of drill paths limited to data sourced Multitude of data sources can be leveraged for each app UI for Easy promotion through environments Ease of deployment / publishing to users through web based App Store Confidential 11

12 Mobile BI HD ios app vs. MAD Audience currently familiar with OBIEE / Content in Web Catalog Users already consume existing dashboards Users rely on navigation and drill paths established with the queries / RPD Audience new to OBIEE dev Audience covers diverse mobile platform base Users desire specific navigation and look and feel Information may not be readily available End users require specific ad-hoc reporting Confidential 12

13 Agenda Introduction Business Case Oracle Mobile BI Solutions Mobile Application Designer Functionality Case Story: Mobilizing the Finance Organization Mobilize! Confidential 13

14 Features/Functionality Confidential 14

15 Agenda Introduction Business Case Oracle Mobile BI Solutions Mobile Application Designer Functionality Case Story: Mobilizing the Finance Organization Mobilize! Confidential 15

16 Case Story: Mobilizing the Finance Organization Rick s Single Source of Truth the FACTS Rick is the Director of FP&A for his organization and manages all planning processes and the financial plan offline in excel workbooks On a monthly and quarterly basis Rick would review specific components of the financial plan with his team and the executive leadership team As the plan was constantly being updated based on performance and only recorded in Rick s spreadmart once the numbers were finalized, there were often challenges with version management The ability for his team to easily access this information and produce repeatable, consumable reporting for various stakeholders was time consuming Often times stakeholders were on-the-go and needed to access reporting and information Rick s stakeholders required a solution that would address their needs in the short term and scale to address their long term information requirements Confidential 16

17 Mobility & Empowering the Function of Finance Define Finance stakeholders need more reliable up-to-date information pertaining to the corporate plan Assess Up-to-date, secure and reliable The capabilities to deliver this content require the ability to gather the data, author the targeted content and push out to the stakeholders across multiple mobile platforms Execute Facilitates communication and decreases decision time Rick s team members were able to leverage the existing process and content to deliver a solution based on Rick s single source of truth in the short term Focus on short term solution highlighted improvement opportunities in the process to create a more structured and reliable solution to manage the data for planning and reporting Mobility decreases the time to information and collaboration within finance and business counterparts - allowing for more streamlined and effective finance organizations. Confidential 17

18 Agenda Introduction Business Case Oracle Mobile BI Solutions Mobile Application Designer Functionality Case Story: Mobilizing the Finance Organization Mobilize! Confidential 18

19 Is YOUR organization ready to Mobilize? Bhavik Patel Manager Mobility Solutions Business Analytics Practice Peloton Confidential 19

20 COLLABORATE 15 IOUG Forum April 12-16, 2015 Mandalay Bay Resort and Casino Las Vegas, NV The IOUG Forum Advantage Save more than $1,000 on education offerings like pre-conference workshops Access the brand-new, specialized IOUG Strategic Leadership Program Priority access to the hands-on labs with Oracle ACE support Advance access to supplemental session material and presentations Special IOUG activities with no "ante in" needed - evening networking opportunities and more Follow us on Twitter or via the conference hashtag #C15LV!