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The 30 Day OBIA Implementation Plan #11844

Stephen Goldsmith

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Oracle Business Intelligencing

About BizTech

Professional Services firm focused on Oracle applications and technology Oracle Platinum Partner Highest Level of certification Specialized Pillar Partner in BI/EPM, EBS, CRM, and Core Technology Over 400 successful Oracle implementations over the past 15 years NY, PA, NJ, VA offices with Regional, Global, and International clients 100+ Consulting Resources
Oracle Applications Oracle Technology BI/EPM

Clients Managed Services ITO Oracle Software Provider

Our Experience


Quick OBIA Primer Why 30 Days? Project Plan Critical Success Factors Q&A

OBIA Primer
Prebuilt content for Oracle BI

Financial Analytics Procurement and Spend Analytics HR Analytics Supply Chain and Order
Management Analytics Project Analytics Etc.

Ebusiness Suite JD Edwards SAP Peoplesoft Other

Available for:

OBIA Content

Based on Industry Best Practices Great starting point

Dashboards Reports Metrics




Data Warehouse/ Schemas


Build from Scratch with Traditional BI Tools Training / Roll-out Define Metrics & Dashboards Oracle BI Applications

DW Design Training / Rollout Back-end ETL and Mapping Define Metrics & Dashboards DW Design Back-end ETL and Mapping Months or Years Weeks or Months

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Why OBIA in 30 Days?

What Business Intelligence KPIs, reports and dashboards would you like?

Use OBIA to Get Feedback

Replace with Summary Income Statement Show by month Add location prompt

Replace with Top 10 account variance against budget.

Show by month with trailing 13 periods

Going Live in 30 Days

Prepare Configure
Functional Perform Initial Development ETL Scope, Initial Objectives and Approach Planning Define Technical Specifications Development Configure OBIA Conference Room Pilot Unit Test

Super User Training

Finalize Deployment Plans

Test Preparation

Prepare Prepare Non-Prod Environments Environment Document Specifications

User Acceptance Testing

Setup Setup Production Production Environment

GO LIVE! Document CRP System Setup Go/No - Go Decision

Summary Plan

1.0 Prepare Phase

Confirm Project Scope, Objectives & Approach

Scope Objectives Approach Risks Issues Project Team Users
Helpful Hints Think of the project as a pilot Key Skills: OBIEE Informatica EBS Id key user(s) Pick 1-3 important business objectives (e.g., reduce AR) that will show value

Install Non-Production Environment

Oracle Business Intelligence 11g Oracle Business Intelligence Applications 7.9.6.X Oracle Business Intelligence Data Warehouse Administration Console (DAC) 11g Oracle Business Intelligence Data Warehouse Administration Console 11g and Informatica PowerCenter and PowerConnect Adapters Oracle Business Intelligence Developer Client Tool

Helpful Hint: See the Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users

Understanding the Architecture

2.0 Configure Phase

Perform Initial ETL and Debug Results

Identify any environmental issues Resolve any non-configuration related


Define Specifications

Common Areas and Dimensions: Source Independent Source Specific (e.g., EBS, Peoplesoft)

Application Specific: Pre-Load Configuration Source Specific Controlling Data - All Source Systems Controlling Data - EBS Specific

Configure Application

Perform Configured ETL

Typical Reasons Reports Fail:

CSV Files Wrong Configuration Setting Issues with Source Data Wrong ETL Configuration Oracle Bug

Conduct Unit Testing

Conference Room Pilot

Engage Users Demonstrate

Reports and Dashboards

Gain input on new


3.0 Test Phase

Prepare and Conduct BI Training

Focus on logging in and navigation Stay away from custom report development Explain what the reports are and how they can be used
Helpful Hint: Use Oracle User Productivity Kit (UPK) to develop training materials


Develop UAT Test Script

Helpful Hints Dont test all of the reports and data elements Validate summary reports Validate prompts Validate limited set of key facts and dimensions

Validate the data

Determine testing Compare OBIA

data vs. source system data

Conduct UAT Testing, Review and Address Issues

4.0 Deploy Phase

Load Production Data and Go-Live


OBIA helps jumpstart a BI implementation Rapid implementation is critical to maintain user attention/engagement OBIA is the first step in the journey

Questions? Comments?

Stephen Goldsmith 610-592-0600 x315 sgoldsmith@biztech.com