Best Practices for Implementing Oracle Business Intelligence Cloud Service

Oracle Open World – October 29, 2015Tyler Wilson, ERP Application Manager - CPI Card Group

Mazen Manasseh, Senior Solutions Architect - Perficient

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Pro

ject

siz

e, B

read

th o

f Exp

ertis

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Depth of Expertise, Efficiency & Value, Client Importance

About Perficient

Leading Technology Consulting & Solutions Firm Founded 1997 $450M+ in annualized revenues 25 locations in North America 2300 + employees 85% of revenue from recurring clients Leading Industry Verticals: Financial Services, Healthcare, Life Sciences,

Retail

Oracle Platinum Partner - Practices Business Intelligence (BI) Enterprise Performance Management (EPM) Enterprise Resource Planning (ERP) Middleware/SOA Customer Experience/Relationship Management (CX/CRM) Oracle Certified Education Partner

Key Differentiators Focused expertise, lower cost, faster time-to-value Highly-experienced consultants Better depth, scope & scale than local boutiques National Business Units focused on Industries and Technologies

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About CPI Card GroupLargest US Provider of Plastic Credit and Debit Cards 20 years in operation $338M+ in revenue 12 months through June 30th 7 locations in North America, 2 locations in the UK 1250 + employees Over 4000 customer direct and indirect Industry leaders in Financial and Pre Paid Market

Diverse Information Systems Monarch ERP by EFI Custom operational ERP system two sites Sage MAS 90 Oracle Hyperion Financial Management Oracle Hyperion Planning Oracle Essbase Oracle Sales Cloud HFM

Business Intelligence Drivers Lack of systems integration No single source of truth Cost of report development No ad hoc capabilities for users

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CPI Card Group’s Analytics Strategy

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Road to BICS

BICS

1. Define Strategy

2. Engage Team

3. Define Reqs

4. Fact Based Demos

5. Buy In

6. Build Momentum

Timeline

January: Define strategy, engage team, define requirements

February: Demonstrations Microstrategy, Domo, Qlikview, Tableau, BICS to team

March: Technical review, functional deep dive for top vendors

April: Proof of concept, final decision, contract execution

May: Project kickoff

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Objectives

Project Success CriteriaDeploy a fully interactive Financial Dashboard on Oracle Cloud Analytics platform making corporate data easier for Business users to access.

Long Term Objectives Deploy a Scalable reporting platform that can support CPI Card Group’s needs today

and future growth. Support the ability to provide cross-enterprise information analysis and interactive

dashboards that support detailed drill down functionality.

Project ApproachPerficient will use proven expertise, leading practices and Cloud Analytics deployment methodology to meet CPI Card Group’s Financial Dashboard and Reports need.

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Solution Deliverables

Deploy Oracle BI Cloud Service (BICS) with Oracle Schema Database

Automate ongoing data updates using the Oracle Data Movement Tool (Oracle Data Sync)

Build a financial dashboard with 14 reports

Build 13 Reporting Stars: 13 Facts and 15 Dimensions

Provide a reporting subject area which supports ad-hoc self-service reporting

Support mobile accessibility of dashboard

Create test strategy and scripts to validate the reports

Perform QA and UAT testing

Provide training and Knowledge transfer

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Cloud Data Warehouse Modeling

Main Facts

Sales Transactions

Invoice Lines

Order Lines

Printing Jobs

Shipments

Closed Jobs

Financial Summary

GL Journals

Backlog Fact

Main Dimensions

GL Account

Company

Natural Account

Cost Center

Division

Customer

Time

Sales Rep

Sales Class

Order

Invoice

Job

Employee

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New BI Cloud Architecture

Oracle Cloud

Oracle DB Schema Service

Oracle BI Cloud Service

Automated Data Management

(ETL) Process

Web based Metadata Creation

Analytics Users

Data Sync

Monarch ERP

Hyperion FM

PlanningEssbase

Receivables Accounting

Custom Apps

Flat Files

EA Schema

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Phase 2

1 Dashboard10 Reports

4 Reporting Stars 4 Facts 14 Dimensions

Project Timeline

Nov16

Phase 1

1 Dashboard14 Reports

13 Reporting Stars 13 Facts 15 Dimensions

IT BICS Training

May11

May18

May25

Project Management / Change Management

Go-Live

Knowledge Transfer

8/25/2015Test

Build

Jun1

Aug10

Aug3

Jul27

Jul20

Jul13

Jul6

Jun29

Jun22

Jun15

Jun8

Aug17

Aug24

Requirements & Design

User Training

Aug31

Sep7

Sep14

Phase 2 ReleaseTest

Build

Sep21

Nov23

Nov9

Nov2

Oct26

Oct19

Oct12

Oct5

Sep28

Requirement & Design

Project Management / Change Management

Nov16

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Management Recommendations

Requirements

Prioritize

Breakdown scope into smaller phases

Gradual adoption

Drill down to detail reports (i.e. GL Reconciliation Reports by GL Account) are essential for User Acceptance Testing

Training

Invest in IT training early on in the project

Train users to build their own reports

Document Star Diagrams and Data Dictionary to facilitate self-service reporting

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Technical Recommendations

Data Sources

Know your data sources: table relationships, what defines a unique record, updates, deletes

Design to scale out from the start

Look for the true source of the data

Support incremental data loads whenever possible

Create Indexes on primary and foreign keys

Test data before building reports

Make sure you are not losing records when joining tables in Data Sync

Ensure fact records without corresponding dimension values can be reported on

Sourcing data from multiple sources

Transform to the BICS data model rather than the source system

Ensure target data types accommodate all data sources