Customer Success with Oracle Business Intelligence Applications on Oracle Data Integrator [CON7708]

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Bonnie Stephens
10 years ago
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1 Customer Success with Oracle Business Intelligence Applications on Oracle Data Integrator [CON7708] 1

2 Your Presenters State of Kansas Department of Administration Sarah Gigous, Director Office of Systems Management Connie Guerrero, Deputy Director Office of Personnel Services 2

3 Kansas Facts State government with 95 state agencies 38, authorized FTE 51,367 on-cycle biweekly checks and 594 off-cycle (includes temps, students, national guard) Implemented full suite of PeopleSoft Financials v 9.0 in 2010 and PeopleSoft HCM in 1995 currently on v9.1 72,800 W-2s annually Created 2,220,287 Vouchers last Fiscal Year 3

students, national guard) Implemented full suite of PeopleSoft Financials v 9.

4 Current Reporting Environment Currently use EPM v9.0 for Financials and HCM with DataStage v7.5 Data Warehouse is heavily customized Spent thousands of consulting dollars to fix issues with deletes in the source system not being accounted for in EPM and missing functionality Not able to update the data warehouse some nights due to long running jobs 4

5 Data Warehouse is heavily customized Spent thousands of consulting dollars to fix

5 Current Reporting Environment Issues with Cash Reconciliation Process Completed upgrade to HCM 9.1 and learned EPM would not be enhanced beyond v9.1. We had the perfect storm brewing! 5

6 BI Analytics Implementation Entered into an agreement with Oracle in May 2013 to participate in the Early Adopter Program to implement BI Analytics, Oracle Data Integrator (ODI) and Golden Gate. The State Purchased the following products: OBIEE 11g Financial Analytics v Procurement & Spend Analytics v Human Resource Analytics v Data Integrator and Application Adapter for Data Integration (ODI for BI) GoldenGate Oracle Database Enterprise Edition 6

The State Purchased the following products: OBIEE 11g Financial Analytics v11.1.1.7.1 Procurement & Spend Analytics v11.

7 Introduction to Business Intelligence (BI) Analytics Payroll Data Recruiting Statewide Human Resource and Payroll System (SHARP) Time and Labor Employee Data Position Mgmt Procurement and Spend Analytics BI Analytics Purchasing Financial Analytics A/P Asset Mgmt Statewide Management, Accounting and Reporting Tool (SMART) Receipting Revenue Cash Mgmt Human Resource Analytics BI Analytics will store years worth of data from our statewide ERP systems to help drive decision making 7

Analytics A/P Asset Mgmt Statewide Management, Accounting and Reporting Tool (SMART) Receipting Revenue Cash Mgmt Human

8 BI Analytics Early Adopter Program Started the official project in July 2013 with an expected completion in approximately 24 weeks. Project is currently in week 62. Implementation was to include installation of several delivered dashboards in each product area with no major ETL customizations. Currently we are preparing to initially deploy around 30 reports with no major ETL customizations Used Implementation Partner Recommended by Oracle chose BI Minds. Contracted with Sierra-Cedar for a DBA that has been a part of the State of Kansas team throughout the implementation. 8

Implementation was to include installation of several delivered dashboards in each product area with no major ETL customizations.

9 BI Analytics Early Adopter Program Oracle provided a key contact within their BI Organization to serve as a sponsor throughout our implementation. They continue to support us as we get closer to going live. Oracle provided resources to help with Security design and data validation. Oracle conducted the following workshops for our team: Oracle Data Integrator / Oracle Golden Gate Workshop BI Administration Workshop OBIEE 11G BI Applications Workshops 9

Oracle provided resources to help with Security design and data validation.

10 Challenges Built Development environment (DEV_DW) and tested all of the ETL s with a full load and several incremental loads. Identified issues with delivered ETL s. Worked closely with Oracle to identify solutions Attempted Deployment of new Greenfield Migration (GFM) tool to populate the Testing (QAS_DW) environment. GFM permits the migration of all configuration settings from one environment to another. Experienced delays early in project waiting for documentation for this approach Oracle did not recommend this approach to build production as it is still a new process. 10

Worked closely with Oracle to identify solutions Attempted Deployment of new Greenfield Migration (GFM) tool to populate the Testing (QAS_DW)

11 Challenges Determining the adequate amount of space needed for Data and Temp space State s PeopleSoft Financial Management System is currently at 1.5 TB State s PeopleSoft Human Capitol Management System is at 800 GB The following counts are for some of our larger fact tables taken during prior full test loads of the delivered ETL s:» GL Balance Fact 72,928,700» AP Transaction Fact 538,486,143» Pay Run Balance 200,321,299 The amount of space needed was adjusted on several full and incremental loads. Once the ETL code was adjusted, Temp space requirements significantly dropped. Setting up the Functional Setup Manager Issues with how the product worked with PeopleSoft as the source Identified several bugs and worked with Oracle to get them resolved 11

GL Balance Fact 72,928,700» AP Transaction Fact 538,486,143» Pay Run Balance 200,321,299 The amount of space needed was adjusted on several full and incremental loads.

12 Challenges Correct Configuration of product lines purchased by the State of Kansas (Golden Gate, ODI and PeopleSoft) has proven to be quite difficult One of the first and only customers on this set of products Incorporating ODI code to account for GoldenGate SDS Misunderstanding or not understanding data needs from GoldenGate REPLICAT Performance Tuning SDE_PSFT_90_ADAPTOR_SDE_PSFT_GLJOURNALSFACT_BUDGETAR YCONTROL 62 hours in full load, after tuning 39 hours PLP_PLP_APBALANCEFACTLOAD Failed after running many hours and used up all temp space - Added hint, completed in less than an hour PLP_PLP_GLBALANCEAGGRBYACCTSEGCODES - Failed after running many hours and used up all temp space Corrected stats, completed in less than an hour Incremental loads went from running in around 22 hours to on average of 8-10 hours but as fast as 6 hours 12

SDE_PSFT_90_ADAPTOR_SDE_PSFT_GLJOURNALSFACT_BUDGETAR YCONTROL 62 hours in full load, after tuning 39 hours PLP_PLP_APBALANCEFACTLOAD Failed after running many hours and used up all temp space - Added

13 ODI vs Datastage DataStage has hash files and requires data processing on the App server compared to ODI working completely by sql directly on the target data warehouse server, no processing data by an app server. ODI BI Apps handles deletes as soft deletes built in compared to DataStage ETLs being customized to handle deletes. ODI is much easier to do performance tuning (i.e. hints to sql, alter sessions, manage indexes) 13

14 Looking Forward Preparing to hold first set of conference room pilots with agencies to demo the initial set of delivered reports which have been updated to reflect State of Kansas Business Processes. Gather requirements from agencies on what should be our next set of priority reports Training sessions for agency users Monthly collaboration meetings (inter-agency staff developing reports/sharing ideas, etc.) 14

Gather requirements from agencies on what should be our next set of priority reports Training sessions

15 BI Analytics BI Analytics Modules Metrics Available Financial Analytics Human Resource Analytics Procurement and Spend Analytics Commitment Control Cash Control Appropriation Balances Vouchers by Type, Vouchers by Fund Deposit Lookup Payroll Earnings Trend Overtime Spend Time by Task Group and Profile Purchase Orders Pending Approval Requisitions Approved but not Sourced Projects Commitment Summary 15

Type, Vouchers by Fund Deposit Lookup Payroll Earnings Trend Overtime Spend Time by Task Group and

16 Taking AIM To maximize the capabilities of Business Analytics to drive business culture and answer specific questions, a shift in thinking is required it challenges leaders to take AIM Ask the Question Investigate the Information Make a Change 16

shift in thinking is required it challenges leaders to take

17 Next Steps Challenging users to think in terms of business analytics when developing custom reports. Requires a dynamic shift in business analysis/ planning/management Additional Reports/Dashboards will be developed based on agency input and with agency assistance Future development to bring custom fields, additional modules, etc. into BI Analytics 17

Requires a dynamic shift in business analysis/ planning/management Additional

18 Contacts Sarah Gigous, Director Office of Systems Management Connie Guerrero, Deputy Director Office of Personnel Services

gov 785-291-3027 Connie Guerrero, Deputy Director

19 Questions? 19

Business Intelligence

Leveraging Pre-Built Analytics for HCM Business Intelligence Phinu Koovakada Oracle BI Practice Manager Advanced d Technology Group 1 Copyright 1998-2010 KBACE Technologies, Inc. Agenda Economic Challenges