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1© Copyright, Hexaware Technologies
The Presentation Will Begin Momentarily
Hexaware Webinar Series Presents:
Agile Framework for Calibrating the Enterprise Data WarehouseKarthikeyan Sankaran - Hexaware Technologies
Nov 15th, 12 pm Eastern Time
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Our mission : To build value for clients through innovative use of technology and talent
Business
Areas
Transportation
ERP/HRIT
Insurance
BFS
IndiaIndia’’s s Fastest Fastest
Growing MidGrowing Mid--Sized Sized
CompanyCompany
32 offices worldwide
18 Global locations
17 years of technology outsourcing expertise
55 Global 500 clients
166 Clients served worldwide
187 USD mil Revenues, 06
6900 Employees worldwide
A Global IT and BPO Service Provider
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Strategies and Strengths
Core CompetencyManagement of business-
critical applications offshore
Organization TraitsConsultative approach, Responsive and Result-
oriented
Robust BackboneWorld-class infrastructure, Flexible delivery models, SEI CMMi Level 5, BS7799
Track Record88% Repeat Business
Offshore transition expertiseGlobal Delivery
Leading BFSI service provider with proprietary products (Operational Risk, Collections, Leasing, Wealth Management
# 1 Airlines services provider in India
8 of top 10 airlines are our clients
# 1 provider of HR-IT services in India
500+ projects, 750+ resources
Specialized Insurance service provider Content management, Fraud Mgmt, Work flow, SOX, BPO
LEADERSHIP
THROUGH
FOCUS
LEADERSHIP
THROUGH
FOCUS
ENHANCING
VALUE
ENHANCING
VALUE
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Agenda
Enterprise Data Warehouse (EDW) – Critical Leverage Points
Managing EDW Evolution – Agile Approach
EDW Calibration
Data Warehouse Estimation using Function Points
Hexaware’s Maintenance & Support Model for BI CoE
Real life Case Study
Summary
Q & A
Business Intelligence & Analytics Practice @ Hexaware
Business Intelligence & Analytics Practice
The primary horizontal competency center within Hexaware, with more than 100% CAGR for the last four years
Experience of more than 50 customer engagements covering the entire business intelligence and analytics services space
Our Core Expertise lies in helping organizations :-
To define and execute the Enterprise Data Warehouse Roadmap
In setting up large/medium/small size BI COE, Offshore Development Centers
To solve Analytics articulation and deployment
To solve point BI needs across multiple tools in- Reporting- Data Integration- Data Management
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Enterprise Data Warehouse – The Focus
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EDW – Critical Leverage Points
EDW needs to be measured & calibrated against pre-set goals
Tremendous cost & scalability benefits in outsourced EDW scenario
Power of an EDW ∞ (Number of consumers)n
Keeps Evolving over time – Enterprise DW can never be completely built
BI systems drive business decisions – “Total Alignment” with corporate vision
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Setting the Context
Assumptions
Enterprise Data Warehouse (EDW) - Data repository that acts as the single version of truth for downstream analytical applications (data marts, reporting, data mining etc.)
Organization has got an EDW in place - Can be a Normalized structure (Inmon’s school) or can be a dimensional structure with conformed dimensions (Kimball’s view)
Process Architecture - Set of standards / policies / procedures that dictate the evolution of the Enterprise Data Warehouse is already defined
Technical Architecture which encompasses the tools / products to be used for engineering the EDW has already been selected and standardized within the organization
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Process Methodologies – An OverviewProblems in DW/BI contextDefinition
Waterfall
Software development flows steadily through the phases of requirements analysis, design, implementation, testing (validation), integration & maintenance
Requirements can never be completely defined for enterprise wide BI systems
Combines elements of both design and prototyping-in-stages, in an effort to combine advantages of top-down and bottom-up concepts.
Spiral
Establishes the feed-back loop so that changing user requirements can be accommodated by iterating over analysis-design-coding-testing phases
Rapid delivery of business functionality in small bursts is not addressed
Iterative
The Answer Development based on
Does not relate to the overall “vision” of the system being developed
Agile Framework
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Introduction to Agile Philosophy
Agile Methodology – Definition
Agile development is a software development approach that "cycles" through the development phases, from gathering requirements to delivering functionality into a working release.
Salient Points
Shared Vision and Small Teams working on specific functionalityFrequent Releases that make business senseRelentlessly manage scope – Managing the scope-time-resources triad effectivelyCreating a Multi-Release Framework with master plan and supporting architectureAccommodate changes “gracefully”
BI – Agile Fitment
The ultimate goal of any DW/BI project is to roll out new business functionality on a regular and rapid basis with a high degree of conformance to what was already there Fits in well with the “Agile” philosophy
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Agile Framework – Planning Phase
Start End Activities Deliverables
Create & Prioritize the Stories
Conduct JAD sessions and collect user requirements
Have stakeholders sign-off on BI vision document
Functionality List (Stories) –With approximate effort estimates
Create the phase plan Identify Phases for completing the “Story” “Story – Phase” Mapping Document
Identify the “Cycles” Identify number of development & stabilization cycles required to complete the Phase
“Story – Phase – Cycles”Mapping Document
Create the Release Plan Identify the cycles (across stories) that can fit into a particular release
Monthly Release Plan
Planning Phase – Salient Points
- Enterprise Data Warehouse is already present- Technology & Process Infrastructure are already in place- Planning is usually done as soon as the BI budget for the forthcoming year and
business level objectives are finalized
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Agile Framework – Execution Phase
Start End Activities Deliverables
Execute the Cycles Each cycle will have its own specifications, design & test plan documents
Develop the code to satisfy the requirements for each cycle
Design Document
Test Plan
Test Results
Deliver the Release All the cycles combined into a working release (typically delivered once a month)
Code Release Plan
Deliver the Phase When all cycles for particular phase are completed, perform a regression test on some of the critical cycles
Phase Release Plan
Complete the Story When all the phases for a particular story are completed, perform the regression test on some of the critical phases
Complete the documentation of the business functionality achieved by that particular story
Execution Phase – Salient Points
- Execution of each cycle: Waterfall model (Requirements Design Coding Unit Testing)- System Integration Testing (SIT) and User Acceptance Testing (UAT) are typically performed once all the cycles in a particular phase are completed- SIT, UAT & Regression Testing is performed once all the phases for a story are completed
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‘Agility’ in DW context
Phase 1 Phase 2 Phase 3Stories
D1 D2 S1 S2 S3 D1 D2 D3 D4 S1 S2
Story 1: Integrating Sales & Marketing data from Siebel into DW
D1 D2 D3 S1 S2 S3
Loading Dimension Data
Loading Actual Facts
Loading Forecast Data
Phase 1 Phase 2 Phase 3Stories
D1 D2 D1 D2 D3 S1 S2
Story 2: Project Accounting Analytics
D1 D2 D3 S1 S2 S3
Constructing the BO Universe
Finalizing analytic measures
Developing Dashboards
Release Month
Includes Deliverables (Spec + Design doc + Code)
January D1 of Phase 1 for Story 1 Contacts Dimension created in DW
D1 of Phase1 for Story 2 BO Universe developed without timesheet data
February D2 of Phase 2 for Story 1 Opportunities Dimension included in DW
S1,S2 of Phase 1 for Story 2 Performance optimization for the load processes
D2 of Phase 1 for Story 2 Timesheet data included in the BO Universe
Release Plan
The “Agile” Vision
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Critical Success Factor 1 - Calibrating the EDW
Calibration = “Measurement” - Can be defined as the alignment of process to certain Calibration – General Definition
calibration factors so that the health of the process can be measured with respect to those factors
Strategic tool to prioritize and align the EDW with the corporate visionMeasure the evolution of EDW against pre-set goalsMechanism to identify technology pain areas and take appropriate corrective actions Is a way to objectively communicate the progress of EDW to business stakeholdersHelps the DW project manager in tactically planning for the immediate future
Calibration – In Enterprise Data Warehouse Context
Next few slides would illustrate the calibration process that is developed and perfected by Hexaware over multiple BI - Maintenance & Support engagements
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EDW Calibration – Level 1 Scorecard
Enterprise Data Warehouse - Calibration for '07
MonthPlanned Rating
Revised Rating
Actual Rating Remarks
January 8% 8% 10% Siebel Integration initiated earlier than expectedFebruary 15% 15% 12% ETL Upgrade - Not proceeding as per planMarch 23% 23% 21% All projects going as per planApril 32% 32% 33% Sales Forecasting project - Good ProgressMay 41% 41% 38% New high priority project - Executive DashboardsJune 50% 47% 45% All projects going as per planJuly 62% 55% 56% All projects going as per planAugust 70% 68% 68% All projects going as per planSeptember 78% 75% 73% OLAP migration having resourcing issuesOctober 87% 82% 78% HR Analytics - Data Quality IssuesNovember 96% 94%
December 100% 100%
1 2
Level - 1 scorecard – End result of the Calibration Process
3
Level -2 scorecard – Let’s focus on Oct ’07 in the next slide
4
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EDW Calibration – Level 2 Scorecard
Enterprise Data Warehouse Scorecard for October '07S.No Component Goal Actual Rating Weightage
1 Sales Forecasting Integration 100% 98% 0.05
2 Master Data Management 88% 85% 0.15
3 Informatica Upgrade to 8.5 87% 86% 0.2
4 CEO Dashboard 85% 81% 0.3
5 Commissions Warehouse 55% 53% 0.02
6 Reports consolidation Project 78% 73% 0.08
7 HR Analytics 70% 56% 0.1
8 Project Accounting Warehouse 70% 67% 0.1
Overall 82% 78%
EDW – Calibration of ‘07Drill down
1
2
3
Overall Rating = ΣActual Rating * Weightage
4
Weightages are arrived at using Analytic Hierarchy process
Level 3 Scorecard – Actual Rating computation for each component
5
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EDW Calibration – Level 3 Scorecard
Component - HR AnalyticsSub-Components Calibration Factors Sub-Component Scores
Functionality Performance Data QualitySub-component
rankSub-component
scores
Developing Dimensions 90% 95% 12% 0.2 13.6%Developing Facts 75% 47% 10% 0.4 18.8%Semantic Layer 85% 75% 10% 0.2 11.9%HR Reports 85% 70% 10% 0.2 11.6%
Calibration Factor Rank 0.4 0.3 0.3Calibration Factor Scores 32.8% 20.0% 3.1% 56.0%
1 2
3
4
4
Calibration Factors – Defined as per organization needs
Developing Facts: (Sub-component Score) = (75% * 0.4 + 47% * 0.3 + 10% * 0.3) * 0.4 = 18.8%Data Quality: (Calibration Factor Score) = (12% * 0.2 + 10% * 0.4 + 10% * 0.2 + 10% * 0.2) * 0.3 = 3.1%
Functionality (Dimensions) = Number of Dimension tables created / Total number of targeted dim tablesFunctionality (Facts) = Number of use cases completed / Total number of identified use casesPerformance (Facts) = (1 / Actual Time taken by Fact load) / (1 / Targeted load time as per standards)Data Quality (Facts) = Actual ‘System of Record’ identified for HR measures / Total number of measures
5
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Analytical Hierarchical Process(AHP)
What is AHP?
AHP is a systematic procedure that helps to:Represent the elements of any problem, breaking it down into smaller constituents Assign weightages to each constituent by following a pairwise comparison techniqueLeverages expert judgment and intuitive feel into a coherent framework for problem solving
AHP – How is it used in the Calibration Framework?
AHP is used at 2 levels in the Calibration FrameworkAssign weightage to each component (Stories) that forms part of the EDW –
In our example: MDM had a weightage of 0.15, Informatica Upgrade of 0.2 and CEO dashboard had a weightage of 0.3
Within each component (Stories) assign weightages to the Sub-components (Phases) and Calibration Factors
In our example: For the HR Analytics component, sub-component - Develop dimensions had a weightage of 0.2, Developing Facts had 0.4 etc. Also each of the calibration factors had their weightages assigned: Functionality - 0.4, Performance -0.3, Data Quality – 0.3
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Critical Success Factor 2 – Estimation Model
Robust Estimation Process – Critical for Implementing the Agile FrameworkAgile Framework – Rapid execution of Development & Stabilization cyclesSize & Effort has to be determined for each Cycle/Phase/StoryFunction Points (FP) is a well established scientific way to estimate for applications that are rich in business functionallyFP – Not used extensively in Data Warehousing context due to limitations
Hexaware’s Estimation Model for EDW
Hexaware has developed a unique estimation model that facilitates adoption of Function Points for Data Warehousing applicationsThe estimation model won the second prize in the International Software
Estimation Colloquium 2007:
http://www.qaiasia.com/Conferences/sec2007/leadership.htm
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Estimation Methodology
Before
Size Computation
• Compute size of the component using Function Points
BI Complexity Assessment
• Identify list of specific environment factors that affect the overall effort
Regression Analysis
• Using historical data formulate the regression equation that provides the effort for given inputs
Model Implementation
• Implement the model and compute the pre and post effort variance sigma values
After
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Hexaware - DW & BI Support Model
Phase Salient Points
Planning • Comprehensive Due Diligence & Portfolio Analysis
Knowledge Transfer •Information gathering focused on eliciting the “tacit”knowledge from subject matter experts
Responsibility Transfer
•Reverse Knowledge Transfer in a structured fashion
•Shadow & Reverse-shadow for Service Requests
Steady State •SLA based project control, Clear communication channels, DW Calibration, Deployment of Solution Accelerators
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Business SituationClient is a world-leading IT company with over USD 6 Billion in revenues. The Business Intelligence group captures millions of business transactions and supports over 8000 users across the globe.
Solution & Engagement Model
BI applications within the Sales & Marketing IT support area was outsourced to Hexaware to be managed using an onsite – offshore model
Hexaware’s rich experience in managing enterprise applications like DW/BI, ERP, CRM helps in bringing operational efficiencies for “Business-as-usual”support and economies of scope for future enhancements
Technologies
Business Benefits
Statistics
Team Size : 50 member team
Onsite / Offshore ratio: 15:85
53 Critical Applications supported
8000 users spread across 51 countries
1500 ETL Mappings supported
900 ASP/JSP Screens supported
Close to 140,000 BO reports executed monthly
One of the World’s Largest IT Companies
Decrease in total cost for customer on a Y-o-Y basis by leveraging the onsite-offshore model for application managementIncrease in throughput of service requests on a monthly basis leading to faster turn-around time for new user requirementsSignificant benefits associated with converting Fixed cost into Variable costs in deploying Hexaware personnel as & when required for new projectsSignificant productivity improvement on Y-o-Y basis
OLAP Tools – Business Objects XI, Microstrategy
ETL Tools – Informatica 7.1, Microsoft DTS 2000
Databases – Oracle 9i, SQL Server 2000
Other Technologies – JSP, ASP, PL/SQL
Source Systems – PeopleSoft, Siebel, Oracle ERP, Legacy systems
Real-life Scenario
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SummaryThe “Take-aways”
Enterprise Data Warehouses are complex to manage as they constantly evolve over timeAgile Framework + EDW Calibration + FP based Estimation Model Provides a powerful way
of measuring and enhancing Business Intelligence application performanceCalibration can also be used for managing standalone datamarts and other BI applicationsAnalytical Hierarchy Process (AHP) – Is a simple yet comprehensive way of determining relative
importance / weightages among the sub-projects that make up the EDWFunction Points can be adapted to the Data Warehousing scenario
If you are interested in this topic, you might also be interested in :
Hexaware’s consulting assignment (6-8 weeks) that helps organizations set up the process for Agile Framework deploymentDeep-dive session on Data Warehouse CalibrationDeep-dive session on Function Point based Estimation for Data WarehousingDeep-dive session on Hexaware’s model for building BI CoE
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Q & A
Q & A
You can also reach us at
biinnovations@hexaware.com
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Thank You
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