Download DAT390 - Real World Business Intelligence Solutions For Vertical

DAT390
Real-World Business
Intelligence Solutions For
Vertical Industries
Sanjeev Karande
Program Manager
Microsoft Corporation
Agenda
BI in Vertical Industries
Vertical BI – What and Why ?
BI Scenarios in vertical industries
Microsoft BI Products/Technologies
Key Architectural Patterns
Real-World Vertical BI Scenarios
Manufacturing/Supply Chain
Retail/CPG
Federal Government
Healthcare
Q&A
Background
Evolution of Business Intelligence
Periodic batch reporting
4th-Generation languages
Decision Support Systems (DSS)
Executive Information Systems (EIS)
On-Line Analytical Processing (OLAP)
Data Mining, Text Mining
Horizontal BI (FOSH) – EPM/CPM
Vertical BI needs/pains in middle layer
Vertical KPI guidance needed
Why Vertical BI ?
Each industry vertical has:
Unique specialty segments with
specific BI needs and pain points
Unique data structures, process
patterns and standards
Unique job roles with industry specific
responsibilities and KPI’s
Common compliance reporting needs
A BI solution focused on vertical needs
the shorten execution cycle and adds
business value for the customer
Some BI Scenarios By Vertical
Healthcare – HIPAA/HEDIS reporting, Episode
Analysis, Clinical Analysis, Provider Profiling,
Physician Detailing
Manufacturing – Supply Chain Analytics, Warrantee
Analysis, TREAD Reporting, Plant Manager
Dashboards, Inventory Analytics
Retail – Category Management, Store Manager KPI
Dashboards, Multi-Channel Analysis, Market Basket
Analysis, Shrinkage Analysis, Replenishment Planning
Financial Services – Banking Customer Analytics,
Risk Analysis, Property/Casualty Analysis, Life
Insurance & Actuarial Analysis, Loan Compliance
Government – Financials/Budgeting, Case
Management for Courts and various agencies,
Compliance Management Analytics
A Vertical BI solution provides:
Tools for common BI needs and pain-points
Industry specific data models and dimensional
structures based on standards
Job role based KPI dashboards
Pre-defined Dimensions and Cube Templates
Pre-configured data extraction and
transformation (ETL) packages
Pre-programmed standard report templates
PAG for Industry specific end-to-end scenarios
Shortened execution cycle lowering TCO
Long term support from Microsoft BI partners
Microsoft BI Technology Stack
Solution Accelerators
Dev Tools
Visual Studio .Net
SharePoint Portal
Server
Data Analyzer
Reporting Services
Analysis Services
OLAP & Data Mining
SQL Server
Relational Engine
Windows Server
Windows Client
Office Edition
Visio
InfoPath
OWC
Management
Tools
BI LOB Applications
•Business Scorecards
•Excel Reporting
Key Architectural Patterns
KPI Dashboards – Powered by Sharepoint webparts
and Analysis Services Cubes
(Scenarios: Industry role based dashboards, scorecards, EIS)
Reporting Warehouse – Using SQL Server Reporting
Services with report definitions catalog, pre-populated
reports, with many client UI rendering options
(Scenarios: Regulatory compliance reports, Internal periodic reports)
Interactive BI – Advanced UI for drill-down, slicing,
pivoting, charts/graphs, etc. for interactive ad-hoc BI
(Scenarios: Information Worker, Knowledge Worker ad-hoc analysis)
Real-Time BI – BizTalk enabled, instant transactional
update data flows for (Near)-Real-Time visibility (aka BAM)
(Scenarios: Supply Chain analytics with POS, Bar Codes, RFID)
Advanced BI / Data Mining – Specialty algorithms for
hidden trend analysis, knowledge discovery, pattern
recognition, text mining for deriving dynamic ontologies, etc.
(Scenarios: Fraud Detection in CPG/Retail, Cross-selling on websites)
Vertical BI Solutions in
Manufacturing/Supply Chain
Yvan Mountuelle
Product Manager
Panorama Software
yvan.com
Niraj Tenany
President and Principal Consultant
Netwoven Inc.
[email protected]
Objectives
Provide an overview of Manufacturing
Supply Chain Analytics
Introduce Supply Chain Operations
Reference (SCOR) Model, its benefits
and implementation
Discuss Key Challenges in
Implementing SCOR
Discuss Reference Architecture For
Implementing SCOR
Objectives
Demonstrate SCOR Model
implemented with Microsoft and
Panorama Technologies
Review Customer Reference
Implementations (other than SCOR)
Jelly Belly Candy Company
Altera Corporation
SCOR - Introduction
Why SCOR?
Industry Standard Model for implementing
and measuring Supply Chain
Serves to provide a unified view of a
company’s supply chain operations
Proposed by the Supply Chain Council
Consists of 700+ members including
companies like Lockheed Martin, P&G etc.
Provides a common supply chain
framework, standard terminology,
common metrics, benchmarks and best
practices
SCOR - Introduction
Current SCOR version is at 6.0
Proposes four levels of Metrics for
Business Intelligence (Level I, Level II,
Level III and Level IV). Level I and
Level II have been fully defined
SCOR – Key Benefits
Standard set of metrics for companies
Ability to define goals based on
industry standard data and compare
company metrics with the goals
Proven quantified benefits from
integrating the supply chain
Provides visibility across business
processes in an integrated way
SCOR – Key Processes
SCOR 6.0 outlines
five Level I
processes
Plan
Source
Make
Deliver
Return
SCOR – Key Challenges
Integration between Level I and other
related metrics is complex.
Very few out of the box solutions exist
for delivering SCOR Metrics
SCOR – Requirements
Ability to compare company metrics
with Industry Standard data
Ability to perform Year over Year
analysis of company metrics
Ability to expand company Level I
metrics to subsequent levels
SCOR
Industry Comparison
Key Architecture Features
Presentation Layer
Pre-defined Key Performance Indicator
(KPI) Dashboards in SharePoint Portal
Server (SPS and WSS) rendered in the
browser (IE) with graphics
Role based dashboards
Standard reports, views and drill-through
capabilities through browser
Standard reports, views and drill-through
capabilities through thick client
Reporting Services Integration for
delivering static reports
Key Architecture Features
Alerts and Notifications
Automated alters and notifications per
pre-defined thresholds and business
rules
Integration of alerts in SharePoint Portal
Server (SPS and WSS)
Reference Architecture
BI Solution for Manufacturing
Supply Chain Analytics
(based on the SCOR model)
Yvan Mountuelle
Niraj Tenany
Panorama Software
Netwoven Inc.
Altera Corporation
Large Semiconductor Company based
in San Jose, CA
Key Requirements and Pain Points
Availability of information took long time,
now it is instantaneous
Any changes to the model required
extensive customization
End user tool was not flexible enough to
be able to analyze the data in different
ways
Altera Corporation
Performed extensive evaluation of
various products and then selected
Analysis Services and Panorama
Software
Main Subject Areas for Analysis
Inventory Analysis by Company,
Distributor, with Margin Analysis
Point Of Sale Analysis
Months Supply On Hand Analysis
Market Segment Analysis
End Customer Analysis
Altera Corporation
Please Note: These slides are based on fictitious data
Altera Corporation
Please Note: These slides are based on fictitious data
Altera Corporation
Fictitious Data
Alt Click on the metrics
to launch them in a
full functioning window
Jelly Belly Candy Company
Makers of Jelly Beans sold in 35
countries with its roots back to 1869
Key Requirements
Needed to better track their product
brands
Needed to replace their green-bar
reporting system with more flexible
analytical system
Needed to improve the processing time
for preparing reports and analysis
Needed to deliver analysis and
reporting capabilities to the masses
Jelly Belly Candy Company
Main Subject Areas
Sales Analysis
By Business Unit, By Products, By
Geographies, By Customer, By Warehouse, By
Time
Accounts Analysis
Accounts Receivables Analysis, General
Ledger Analysis, Accounts Payables Analysis
Jelly Belly Candy Company
Analytics for Retail
Category Management
Rex Parker
Senior Product Manager
ProClarity Corporation
[email protected]
Retail Category Management
Category management is a marketing model
conceived by the Efficient Consumer Response
initiative. It has a twofold focus: to establish
product categories based on consumer needs and
shopping behavior and to manage those categories
as strategic business units.
Who practices Category
Management?
Merchandisers
Retailers and manufacturers Inventory
Category Managers
Managers
Other…
Key Retail & CPG Customers
Retail
Ahold
Albertsons
Al Tayer Group
The Body Shop
CompUSA
Eckerd
Harrods
The Home Depot
Jiffy Lube
KB Kids.com
Marks & Spencer
Rite Aid
Savers
Scottish & Newcastle
Sonic Industries
Consumer Packaged
Goods
Chiquita
Kerry Group
Kimberly Clark
L’Oréal
Nabisco
PepsiCo
Pennzoil QuakerState
Proctor & Gamble
Reckitt Benckiser
Reddy Ice
West Farm Foods
Integrating Analytics with
Category Management
Define category performance metrics
Enterprise-Level Metrics
Category-Level Metrics
Retailer, Manufacturer, Collaborative
Identify and define category analysis
Monitor the category and make strategic
adjustments
Companies must manage categories/brands
like a business to maximize revenue and
profit – but the data is complex and
prioritizing hard
Where Do We Start?
Retail Category Management Accelerator
Category Management Dashboards
Consumer Views
Category Financial Performance
Category Market View
Category Productivity
Analytics
Category Performance
Inventory Analysis
Price Analysis
Market Analysis
Retail Category Management
Accelerator
Category Management in
ProClarity
Integrated Analytics
ProClarity Dashboards,
SharePoint Portal Server
KPI Creation
Shared Business Logic
Better, Faster Vertical Application Accelerators
Analytics for Retail Category
Management
Rex Parker
Senior Product Manager
ProClarity Corporation
[email protected]
CIZER Software
Federal Government BI
Scenarios
Doug Harts
Cizer Software
[email protected]
Federal BI Solutions by Cizer
Environmental Protection Agency (EPA)
ISSUE: Public budget process uses Excel
spreadsheets for sub-agency planning
SOLUTION: Automated Excel Spreadsheets
and SQL Server Reporting Services
US Federal Courts (Probation & Pretrial)
ISSUE: Public case management process
requires business user ad-hoc reporting
SOLUTION: Query-by-Example to Excel with
SQL Server Reporting Services
Reporting Services Technology
(RDL Object Model from Cizer)
User interfaces serialized to RDL
XML open standard across platforms
Web service calls to Reporting Services
Calls the Microsoft XML engine
Renders to HTML, Excel, PDF & more…
100 % adherence to RDL
RDL is created in Cizer Quick Query or Cizer
Report Builder, enhanced in Visual Studio
ASP.Net C# Technology
(Browser Reporting from Cizer)
C# ASP.Net from a server or cluster
Internet Explorer is the client; users can
author reports without IT help
Central libraries for re-usable queries,
parameters, reports & templates
Security Roles & Users
Windows Authentication or Login ID & Pwd
Data filtering by data source ID or by Cizer
Login Profile
Cizer Architecture
Healthcare/Pharmaceutical
BI Solution
Sandy Sharma
Vice President
Immedient Inc.
[email protected]
Healthcare BI Solution
Scenario Overview
Pharmaceutical companies rely heavily
on the Provide and Field feedback for
Sales, Marketing, R&D
Multiple touch points exist for data
collection from Physicians and Field Reps
Specialty partners in Healthcare provide
innovative solutions for data collaction
No robust BI solution exists to properly
consolidate and analyze the data
Such a solution can add high value to
R&D and sales/marketing and closed loop
analysis for drug effectiveness
Immedient-Proclarity Solution Vision
Summary
There is serious need for Business
Intelligence solutions that address
specific business scenarios in vertical
industries
The robust and versatile Microsoft BI
platforms can be leveraged effectively
to create innovative Vertical BI solutions
Microsoft is creating real-world BI
solutions for vertical industries via key
BI partners, providing both business
and technical value for customers
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