bi 1 data warehousing

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Dhruv Nath BI 1 Data Warehousing for CRM

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Page 1: BI 1 Data Warehousing

Dhruv Nath

BI 1Data Warehousing for

CRM

BI 1Data Warehousing for

CRM

Page 2: BI 1 Data Warehousing

The CRM System

CRMSystem

CRMSystem

SharedSharedData BaseData Base

Marketing

Sales

Service

Management

Customer

Operational CRM

Analytical CRM

Page 3: BI 1 Data Warehousing

Reading

• The Nuts and Bolts of CRM– Ch 8 - 11

Page 4: BI 1 Data Warehousing

Case : Data Warehousing 1a

Page 5: BI 1 Data Warehousing
Page 6: BI 1 Data Warehousing

Data Warehouse

vs Operational Database (OLTP Database)

Page 7: BI 1 Data Warehousing

The CRM System

CRMSystem

CRMSystem

Marketing

Sales

Service

Management

CustomerOperational CRMAnalytical

CRM

SharedSharedData BaseData Base

Page 8: BI 1 Data Warehousing

The CRM System

Marketing

Sales

Service

Management

CustomerOperational CRM

SharedSharedData BaseData Base

DataDataWarehouseWarehouse

AnalyticalCRM

AnalyticalCRM

OperationalCRM

OperationalCRM

Analytical CRM

Real-Time Updates ?

No. Snapshots at pre-defined frequency

Page 9: BI 1 Data Warehousing

Granularity

• The Database has detailed data

• What about the Data Warehouse ?

• Grain Size : Fine vs Coarse / Large

• Pluses / Minuses ?– Speed– Disk space– Answerable queries

Page 10: BI 1 Data Warehousing

The Data Warehouse Could be Multi-Level

OperationalOperational(OLTP)(OLTP)

DatabaseDatabase

Warehouse with coarse grain size

Historical Data detailed

Tape

Warehouse with fine grain

size

Could be one or more levels

Users use the level of detail they need

Snapshot of data : Detailed

Page 11: BI 1 Data Warehousing

Exercise : OLTP Database vs. Data Warehouse….. list differences

• Current - Real Time• Current data• Updates reqd

– Volatile

• Full details• Low volume• Response time :

Fraction of a second

• Snapshots• Historical data• No updates

– Non-volatile (Why ?)

• Summaries• Huge volume• Several seconds ->

minutes / hours

Print

Page 12: BI 1 Data Warehousing

When do we take snapshots ?

• Examples :– Airtel– Hindustan Lever Sales data– Citibank– BHEL Sales data– Indianoil Sales Data

Depends on the frequency / volume of transactions

Typically at night. Why ?

Doesn’t affect speed of the OLTP database

Page 13: BI 1 Data Warehousing

ICICIBank

Savings Account

Credit Card

Share broking

Private Equity

Does the Management need information across these product lines? Examples ?

Multiple Services / Products

Page 14: BI 1 Data Warehousing

Typical Management Queries

• Check the list of all credit card holders, and take out those with good credit history. These may be potential candidates for home / auto loans

• Of the customers who use our share broking services, which ones are good candidates for private equity ?

• If a customer drops one of our products, is he likely to drop all products ?

What do we need for these queries ?

The DW needs to pick up data from multiple sources : OLTP databases / Excel files / Manual files / Registers, etc. etc.

Disc : Examples from your organisations ?

Page 15: BI 1 Data Warehousing

The Data Warehouse Architecture

DataDataWarehouseWarehouse

Application Oriented

Subject Oriented

Problems with Multiple Sources of

Data ???

Source Data (OLTPSource Data (OLTPDatabases / Files….)Databases / Files….)

?

Page 16: BI 1 Data Warehousing

Process for DW Creation (Disc)

• Extract

• Transform– Clean– Standardise– Store these transformations for the future

(METADATA)

• Load

ETL

Page 17: BI 1 Data Warehousing

Data Mart - disc.• Subset of the Data Warehouse• Benefits ?

– Lower volume of data => Speed– Simpler than the DW

• Examples ?– Customer Data split into Data Marts

• by Region

• by Category of Customer (Corp, Govt, Retail)

• By Product…………..

• Are these Data Marts Exclusive ?– Maybe / maybe not

Page 18: BI 1 Data Warehousing

The Data Warehouse Architecture

Data MartsData Marts

DataDataWarehouseWarehouse

OLTPOLTPDatabasesDatabases

Application vs Subject Oriented

Why can’t we simply convert each Data Source into a Data Mart, instead of going through a Data

Warehouse ?

Where do Data Marts fit into this Architecture ?

Data Marts determine the queries you can ask + Speed + Complexity

Therefore Managers and Analysts need to carefully decide on Data Marts at Design time

Page 19: BI 1 Data Warehousing

The Data Warehouse Architecture

• When are Data Marts updated ?

• At the same time as the Data Warehouse

• Time Consuming– Therefore don’t have

unnecessary Data Marts

Data MartsData Marts

DataDataWarehouseWarehouse

OLTPOLTPDatabasesDatabases

Page 20: BI 1 Data Warehousing

Dhruv Nath

BI 1Data Warehousing for

CRM

BI 1Data Warehousing for

CRM