BITeamwork Collaborative BI for Oracle BI Introduction Presentation

Transcription

1 BITeamwork Collaborative BI for Oracle BI Introduction Presentation November 2013

2 Agenda Introductions About Us Collaborative Business Intelligence Technical Integration Build vs. Buy Features Oracle BI / BITeamwork Demo

3 Introductions [Company XYZ] Art of BI Software Presenting Team Christian Screen Chief Geek/President Jacob Park Product Manager/Lead Developer

4 BITeamwork Overview Rounding off the sharp edges is not the goal of Collaborative BI. It s about the feedback, the task, and the participation in collective decision making. A well established platform in 2.x release of product development The only Collaborative BI system that integrates with Salesforce Chatter and Microsoft Yammer A pre-packaged dependable commenting solution BI Platform Experience A better alternative to building a home-grown commenting system An end-to-end comment management solution that extends beyond creating comments Administration, Maintenance, Security Collaboration, Feedback, Gamification

5 About Us

6 Art of BI Software Established in 2009 Many open source projects including Project Amelia First commercial software product in 2013, BITeamwork Oracle Silver Partner Management team of Oracle ACEs Evangelist for Business Intelligence and Data Warehousing Dedicated to providing real solutions to BI problems through application development and web-based architecture Customers across several vertical industries

7 Companies Using BITeamwork Released in Q BITeamwork is seeing tremendous interest in Collaborative BI in OBIEE. The following are several of the higher profile companies using BITeamwork: Colorcon Cisco Verizon TEVA Pernod Ricard France

8 Collaborative BI

9 Collaborative BI A means to share decision making information internally throughout the enterprise and to other privileged organizations Enables input and feedback within the context of a Business Intelligence application Reduces knowledge silos inside the decision making process Increases user adoption of a BI system Adds amazing interactivity for users in a BI system Emphasizes the problem-solving process with collective intelligence where possible

10 Collaborative BI Tactical Dashboard Comments Cell Comment/Annotation Notification of Comments Screen Markups Voting/Liking Comments Strategic Gamification Comment Aggregation Discovering comment trends Tasks Lifecycle Context Sensitive Comments Comment Management

11 Technical Overview

12 BITeamwork Technical Architecture WebLogic Server Security Layer (LDAP) BITeamwork OBIEE Presentation Layer Metadata Layer Data Sources and OBIEE/BITeamwork Repositories OPMN

13 BITeamwork Technical Architecture HTTP (Web) Tier Security Layer (LDAP) OBIEE Presentation Layer BITeamwork Embedded JavaScript WebLogic Server BITeamwork JDBC Data Source BITeamwork DB Repository

14 Build vs. Buy

15 Oracle BI Customers Need BITeamwork INNOVATE THE BUSINESS OPTIMIZE COLLABORATION ENGAGE ANALYTICS

16 Build vs. BITeamwork Build from Scratch with Traditional Development Tools Training / Roll-out Integration across Dashboards = & UI Design Training / Rollout Back-end Programming Weeks or Quarters BITeamwork DW Design Integration Across All Dashboards Back-end ETL and Mapping Days

17 Build vs. BITeamwork Building takes the implementation down a rabbit hole Building usually involves application developers unfamiliar with the BI System Building is usually a quick and dirty solution not adhering to any standards or maintainable code Building from scratch may meet an initial requirement but will not scale for the cost to value associated with development. BITeamwork is a packaged solution built and tested for thorough compatibility BITeamwork meets Collaborative BI requirements against dozens of companies and accepts enhancement requests

18 Build vs. BITeamwork Build Buy Basic commenting development takes 2-4 weeks. No cell comments, history, or admin features No reliable maintenance plan to align with Oracle BI patching and releases No seamless integration Not available across all dashboard No Cell Commenting Typically forces dashboards/report into using different layouts or alignment No consistency or feedback with external Packaged Solution with enterprise support and development roadmap Enhancement requests baked into every release Integrates seamlessly into Middle Tier and BI System. Documentation, User Guides, Training Bug/Issue Tracking system Migration and Upgrade Paths Built by Oracle ACEs Quick Purchase to Implementation to Value and Lower Cost to Value

19 Features Overview

20 Features Overview BITeamwork has a complete list of Collaborative BI features that provide best-in-class comment management The features are included in the latest release of BITeamwork BITeamwork continues to accept enhancement requests by existing and potential customers BITeamwork is also focused on enhancing the usability of Oracle BI by creating administration functions and general management functions Detail descriptions of User and Administrative features are included in this section

21 Administration BITeamwork modifies the legacy Administration page interface Gives new categorization to OBIEE Admin feature Provides a control panel for all BITeamwork management functions Provides server information previously unavailable to OBIEE administrators

22 Collaboration Pane Main reference for creating dashboard comments Displays current activity and comments. Bookmarking functionality allows for capturing context of a comment with native bookmarking of current view as a hyperlink Panel integrates with Salesforce Chatter and MS Yammer to read social network feeds under Activity Icon menu provides easy access to user ancillary controls Securable by Privilege * * Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.

23 Collaboration Pane (Collapsed) Collapsible Collaboration Pane to recapture valuable dashboard real estate Expandable to full view by clicking expand or collapse icons Intuitive look and feel matching Oracle BI portal GUI Maintains navigation icons for sketching, settings, and help menus Does not restrict other functionality when collapsed

24 Collaboration Pane Breakdown Icon Control Menu Comment Feed Toggle, BITeamwork / Salesforce / Yammer Create Comment Input Save Comment w/bookmark or Simple Save Functionality Current Feed Activity (Refresh or Search Filter options) Comments Currently On Dashboard Comment Attributes/Actions (Votes, Replies, and Reply)

25 Collaboration Toolbar An indicator for the number of dashboard or view comments on the current dashboard Icons are shortcuts to BITeamwork commenting features: Cell and View Comment Section Highlighter Current Comments Create New Dashboard Comment Securable by Privilege * Comment Toolbar Visible on Dashboard Pages * Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.

26 General Comment Dialog Window Main pop-up dialog box for creating comments with options Main attributes/options: Category Comment Notification Security Additional tabs are mainly user specific: View All Settings History Securable by Privilege * * Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.

27 Comment Taxonomy Categories selection capability for aligning comments with predefined a taxonomy Used for comment classification, comment aggregation or other custom reference Controlled via BITeamwork Control Panel Option visible to all users with ability to create comments

28 Comment Dialog Window Breakdown View All Comments on Current Dashboard Users Settings and Options Category Taxonomy Input a comment Historical Comments Posted by the User viewing the dialog window Notify users or application role(s) to view this comment. Uses OBI Delivers Submit the Comment Open Comment Security Option Panel to determine user(s) or application role(s) that have permissions to view this comment

29 Comment Notification Notify specific user(s) or application role(s) that a new comment is available Uses Oracle BI Delivers system to deliver notification if enabled Provides autocomplete, search ahead functionality to provide accurate user or application role names Allows multiple user(s) or application role(s) to be notified Adds a sense of accountability to the BI System

30 Comment Security Option available to secure a comment so that it is visible to only specific user(s) or application role(s) Easy pick list selection functionality Searches using autocomplete and search ahead functionality Gives security to sensitive comments meant for certain user s eyes only Secure comments are indicated by a lock icon corresponding to the comment when visible.

31 Delete Comment (by Author) Comments may be deleted by the comment author at any point in time. Comments are soft deleted in the database for historical tracking A deletion option is not available for users viewing a comment that they did not create Deleting prompts a users to confirm the deletion request and remove immediately upon confirming the request.

32 Cell Comment/Annotation (Step 1) BITeamwork maintains cell commenting of Pivot Table and Table views across dashboards and dashboard pages First step is to turn on the View Highlighting function to show areas which can host comments (A) Use the View Highlight icon from the BITeamwork Toolbar All View areas which can have comments are highlighted with a dashed grid. Click in a cell of a Table or Pivot Table to open the dialog box for adding the cell comment

33 Cell Comment/Annotation (Step 2) Clicking in cell opens the Add Cell Comment dialog window. Enter a comment, choose any options such as notification or security, then submit the comment. Cell comments are indicated in the Pivot Table or Table view by an icon and/or an optional global background color

34 View Cell Comments Hovering over a cell comment opens the comment reader dialog window. Comments are displayed in chronological order with most recent comment at the top. Comments are displayed regardless to whether they are in context to the current prompt selection. However, and option to predicate on prompt context sensitivity is available. An umbrella icon respective to the comment indicates if the comment being viewed is aligned with the current prompt selection context in which the comment originated

35 Comment Context Sensitivity An umbrella icon respective to the comment indicates if the comment being viewed is aligned with the current prompt selection context in which the comment originated By checking the Show Only Current Prompt Context Items checkbox, a user would only see prompt context comment, which are those containing the umbrella indicator icon. Future versions may provide this option as a user setting where only prompt context sensitive items will be visible

36 Comment Reply Users may reply to comments Comment replies are threaded so that a conversation is created based on the original comment Replies are timestamped and become searchable criteria Securable by Privilege * * Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.

37 Comment Votes ( Like ) Users may vote-up or Like comments in social network fashion similar to Facebook Voting-up comments provides an immediate feedback system for the BI system Users may vote-up ( Like ) against the originating comment (v2.4) Voted-up comments may then be aggregated to achieve a ranking of the most salient comments and remarks in the BI system This increase user engagement in the BI system and encourages feedback and participation in enterprise analytics Securable by Privilege * * Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.

38 Dashboard Sketching A dashboard augmentation option designed to facilitate presentations with Oracle BI As of BITeamwork version 2.5 this option does not support dashboard screenshots or combination screen captures. Sketch does not interfere with any existing operations or functionality Click the sketch icon to turn on/off Sketch functionality Securable by Privilege * * Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.

39 Comment Searching/Filtering Search through dashboard comments and filter the content to locate specific commentary Utilize wildcard searching(*) or standard keywords to locate specific comments matching criteria entered into the search text field Leverage the sorting capabilities to modify the default sorting applied

40 Comment RSS Feed Per Dashboard Rich Site Summary or Really Simple Syndication feed for comments Based on individual dashboard comments applied and represented in chronologically reversed order listing latest comments first Provides a means to be alerted to new comments in any RSS reader Allows integration point or API for any internally developed consumption systems or CMS such as Sharepoint, WebCenter, etc. to embed latest OBIEE dashboard comments Enterprise Version Only

41 User Settings Provides a means for users to manage user centric options Refresh option provides an update mechanism for updating the currently logged in user s session with the latest privileges, and global modifications enacted by an administrator

42 Most Voted Comments OBIEE Home Page Augmented OBIEE Home page shows section for Most Helpful Comments Aggregated comment voting per BI system contributors providing feedback and collective intelligence for comments of highest interest or importance Provides an indication of most active and prolific users of the BI system

43 Splash Pages Provides a means to communicate to all users of OBIEE a status, help message, or other information such as a video or HTML link to more information Excellent web 2.0 functionality for conveying mass alerts Customizable for any HTML content Set using a time range for displaying the message Users can dismiss after reading one time to not show again

44 Maintenance Mode Provides administrators with the means to create a maintenance mode window Alerts all users accessing the BI system Provides an on/off toggle of operation Users acknowledge once to clear the message and continue into the system Enables proactive and/or redundant communication to end users enforcing confidence in the BI system

45 Environment Eye Function provides all users with an explicit graphical header on the BI system indicating which environment is currently being accessed One-step configuration which can be set up specifically for each environment (Dev, Test, Prod) with custom title and color Assist with identifying activities per environment Prevents issues and environment confusion

46 BITeamwork / Art of BI Software, LLC [email protected] Contact Information