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DAT390 Real-World Business Intelligence Solutions For Vertical Industries

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

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DAT390 Real-World Business Intelligence Solutions For Vertical Industries

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  1. DAT390 Real-World Business Intelligence Solutions For Vertical Industries Sanjeev Karande Program Manager Microsoft Corporation

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. Microsoft BI Technology Stack BI LOB Applications Solution Accelerators Windows Client • Business Scorecards • Excel Reporting Dev Tools Visual Studio .Net Office Edition Visio InfoPath OWC SharePoint Portal Server Data Analyzer Management Tools Reporting Services Analysis Services OLAP & Data Mining SQL Server Relational Engine Windows Server

  8. 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)

  9. Vertical BI Solutions in Manufacturing/Supply Chain Yvan Mountuelle Product Manager Panorama Software yvan.com Niraj Tenany President and Principal Consultant Netwoven Inc. ntenany@netwoven.com

  10. 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

  11. Objectives • Demonstrate SCOR Model implemented with Microsoft and Panorama Technologies • Review Customer Reference Implementations (other than SCOR) • Jelly Belly Candy Company • Altera Corporation

  12. 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

  13. 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

  14. 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

  15. SCOR – Key Processes • SCOR 6.0 outlines five Level I processes • Plan • Source • Make • Deliver • Return

  16. 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

  17. 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

  18. SCORIndustry Comparison

  19. 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

  20. 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)

  21. Reference Architecture

  22. BI Solution for Manufacturing Supply Chain Analytics(based on the SCOR model) Niraj Tenany Netwoven Inc. Yvan Mountuelle Panorama Software

  23. 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

  24. 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

  25. Altera Corporation Please Note: These slides are based on fictitious data

  26. Altera Corporation Please Note: These slides are based on fictitious data

  27. Altera Corporation Fictitious Data Alt Click on the metricsto launch them in a full functioning window

  28. 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

  29. 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

  30. Jelly Belly Candy Company

  31. Analytics for Retail Category Management Rex Parker Senior Product Manager ProClarity Corporation rparker@proclarity.com

  32. 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? Retailers and manufacturers Category Managers Other… Merchandisers Inventory Managers

  33. 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

  34. 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

  35. 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

  36. Retail Category Management Accelerator

  37. Category Management in ProClarity Integrated Analytics ProClarity Dashboards, SharePoint Portal Server KPI Creation

  38. Shared Business Logic Better, Faster Vertical Application Accelerators

  39. Analytics for Retail Category Management Rex Parker Senior Product Manager ProClarity Corporation rparker@proclarity.com

  40. CIZER Software Federal Government BI Scenarios Doug Harts Cizer Software dharts@cizer.com

  41. 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

  42. 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

  43. 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

  44. Cizer Architecture

  45. Healthcare/PharmaceuticalBI Solution Sandy Sharma Vice President Immedient Inc. rparker@proclarity.com

  46. 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

  47. Immedient-Proclarity Solution Vision

  48. 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

  49. Attend a free chat or web cast http://www.microsoft.com/communities/chats/default.mspx http://www.microsoft.com/usa/webcasts/default.asp List of newsgroups http://communities2.microsoft.com/ communities/newsgroups/en-us/default.aspx MS Community Sites http://www.microsoft.com/communities/default.mspx Locate Local User Groups http://www.microsoft.com/communities/usergroups/default.mspx Community sites http://www.microsoft.com/communities/related/default.mspx

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