October 7, 2009

Management Excellence at Openworld

If you would like to learn more about achieving Management Excellence while at Oracle OpenWorld, I will be hosting 2 sessions on the topic. The first will overview our Management Excellence Accelerator offering and the major areas of focus when developing a roadmap to achieving Management Excellence. The second will be a case study with Sun & EDS on our joint efforts to drive a consistent BI Strategy while undergoing a major business transformation. Session information for each is below:

ID#: S308996

Title: Optimize Your EPM/BI Strategy with Oracle's Management Excellence Accelerator Approach
Track: Enterprise Performance Management/Business Intelligence
Date: 13-OCT-09
Time: 16:00 - 17:00
Venue: Marriott Hotel
Room: Salon 4

The second session will be a case study with Sun & EDS on our joint efforts to help Sun drive a consistent BI Strategy while undergoing a major business transformation. This session will show the results of a focused, top-down approach to aligning the management process with the operational processes in concert with a large Oracle E-Business Suite implementation.


ID#: S308529
Title:
Implementing a BI Strategy for Oracle E-Business Suite at Sun Microsystems
Track: Enterprise Performance Management/Business Intelligence
Date: 13-OCT-09
Time: 17:30 - 18:30
Venue: Moscone West L3
Room: Room 3014

In addition to these sessions, I will be one of the hosts at Monday's EPM Roundtable and participating in the Consulting One-on-Ones, where you can schedule time to meet with Oracle EPM & BI experts at the Oracle Consulting Center. If you want to schedule time to meet with me personally, please drop me an email. I have availability on Monday morning and all day Wednesday. You can also stop by the Consulting Center to schedule a one-on-one consultation, as the reception desk there will have my most current availability.

The Oracle Consulting Center is located in Room 101 of Moscone South, to your left as you enter the Moscone South Exhibition hall.

August 11, 2009

Accelerating the Journey to Management Excellence

Today’s economy requires companies to be smarter and make faster decisions that ever. Doing this requires complete visibility across your enterprise so that you can make the right decisions to attract/retain customers, grow their business, and minimize their costs. Oracle understands this need and provides you a business answer through our “Management Excellence” approach. Achieving management excellence means improving your management processes by integrating operational systems to your business, proactively managing your performance, thus improving your business decisions.

To help customer's accelerate their journey to achieving Management Excellence, we in Oracle Consulting have created a service offering specifically targeted at improving your management processes. The Oracle Management Excellence Accelerator enables you to align strategy, processes and technology -- building a roadmap that maximizes return on your Oracle product investment.

The Management Excellence Accelerator (or MEA as we are calling it internally) is the culmination of the integration of our BI & EPM Strategy offerings, our Roadmap to BI Program, and the EPM Strategy & Roadmap offerings from our legacy Hyperion Consulting team. We took a look at the common processed across these programs and then set out to use the best practices from across the combined offerings. The resulting framework allows us to rapidly assess the maturity of a customers management processes and make strategic recommendations using our reference architectures, industry data & value analysis tools. The result is a highly repeatable process for identifying opportunities and areas for streamlining of management processes in as short as 2 weeks.

MEA_process_small.png

The process entails business discovery, analysis of your current management processes, evaluation and recommendations for enhancing your current architecture and a value analysis of the expected benefits resulting from better, more streamlined management processes and systems. All of this culminates in a Roadmap to Management Excellence that details the plans and processed to achieve Management Excellence.

I'll be blogging more on the MEA offering and the lessons we are learning as we help customers on this journey, but in the mean time please feel free to contact me or your local Oracle Consulting sales representative for more information or to schedule a discussion on how the MEA can help accelerate your journey to achieving Management Excellence.

Other great resources focused on Management Excellence include Frank Buytendijk's blog and the Journal of Management Excellence.


July 22, 2009

New Issue of the Journal of Management Excellence is out!

The latest issue of Oracle's Journal of Management Excellence is now available for download at this link. Previous versions are also available at http://www.oracle.com/solutions/business_intelligence/resource-library-whitepapers.html. This quarter's issue is focused on building trust and how trust is important in achieving management excellence. Enjoy!

May 21, 2009

Data Quality: Data Correction Strategies

Continuing the data quality conversation from my previous posts on effectiveness verses accuracy  and defining accuracy thresholds here is a technique for categorizing various types of data quality issues and developing a strategy for corrections.

If the effectiveness mindset is established, the next concept to follow is to realize there are various types of data quality issues, and correction alternatives are numerous. Data quality issues appear as multiple levels of problems. Let's revisit some of the levels of complexity and formulate strategies on how to correct them.

Level 1: "Fat Fingers"

This is the layer of the pure mistake. Numeric fields are blank, or have alpha values. Alpha codes are blank, or have bad values. Occasionally records are missing. Once known, these errors can be corrected and audited in the future. It is commonplace to repair these errors through ETL processing, but the best and cheapest way is to fix the problems at the operational source.

Level 2: "Bad Values"

The next layer can present some insidious issues. Numbers and values may be valid for a given field or file, but they are wrong in the context of a particular event. These errors are caused by timing problems, synchronization, etc. The classic example is a difference in total across two similar dimensions, because one is supplied by data two days after another. The timing difference creates an illusion of error. These can be corrected via ETL processes.

However, tight controls are required to ensure that altered values, once corrected, do not radically differ from the answers expected by the end users. Audit trails must be used to manage and control end-user expectations. One money saver is to use tools that audit data before it is used as a source for the data warehouse. In lieu of tools, a series of SQL queries can be developed to analyze codes and values for correctness.

Level 3: "Referential Issues"

At this level, incorrect values are not detectable without complicated scrutiny. This level is where most customer data goes awry. Addresses and dimensions can be incorrectly extracted, and there is no referential or other means to know they are wrong. The correction of this data definitely occurs after the fact, using external data services (e.g., Harte Hanks, Acxiom, Polk, and so on) and data cleansing tools (e.g., OWB, Trillium, First Logic, and so on). Correction techniques will include parsing, matching, standardization, and consolidation. More than customer data can be affected, as product and supplier information is also often in error but not detectable.

Level 4: "Invisible Information"

After level 3, the data issues are obviously more in light of data effectiveness as compared with incorrectness. For example, information critical to create a dimension in the data warehouse is buried in a literal field. Parsing must be used to extract the correct values for the dimension. Often, the desired data is buried within complex ancient codes, or worse, a combination of codes known only to a few tribal elders. Converting this data into useful DW dimensions requires complicated coding and even translation tables that must be maintained. This level of DQ contributes significantly to ETL processing and overall data warehouse cost of ownership.

Level 5: "Immaculate Conception Information"

While it sounds crazy, many times users request data that does not exist. If it does exist, it is in a format that is impossible to access (e.g., a rolodex.) There is no easy way to deal with this issue. Some companies fix the problem by entering new data into the DW---a dangerous practice, as having structures that allow updates and/or queries at the same time compromises performance. Others create a staging area to enter data before the DW load, or develop an ersatz production system to create the new values. These approaches are also used when there is financial data that is issued after loading (as in financial adjustments). The preferred manner for all of these issues is to cycle the new data back through the ETL processes, or change operational systems to contain the new information.



March 5, 2009

Evaluating I/O Performance for Large Data Warehouses

One topic that we often encounter when talking with customers is I/O performance of large scale data warehouses and our recommended methodology for performance improvement when there is a serious I/O bottleneck. Effective utilization of the I/O infrastructure capacity is the key to environment performance improvement in VLDB systems and can have a substantial impact to users perception of system performance.

Because large database servers are a dynamic, evolving environment, we must be aware that most of the tuning efforts for optimization of I/O performance may become obsolete when the application I/O infrastructure utilization pattern changes. Therefore, performance tuning of such environments should be considered a continuous process rather than a specific one-time, effort and action plan. To ensure that each iteration of tuning is consistent, a consistent task plan for tuning should be established and rigorously followed.

Below is a sample process that was developed by Pat Sodia, Oracle Performance Architect. Pat is one of our top DW performance architects at Oracle he often uses this process for I/O optimization. A plan such as this should be used every time there is a change in the application environment that impacts its I/O utilization pattern.

I/O Performance Optimization Process

1.     Evaluate and implement all possible database server optimization for improved I/O distribution.

2.     Identify the high utilization devices (hot spots) on the I/O infrastructure. Using standard operating system tools or any other related tools, identify those devices, (LUNs) with utilization greater than 80%.

3.     Identify the logical volumes associated with the high-utilization devices.

4.     Identify the database structures associated with those logical volumes.

5.     Verify that the contents of each high utilization logical volume can be distributed across less utilized and/or spare logical volumes. Execute I/O distribution and verify new utilization numbers for the affected device.

a.     If there are more possible I/O distributions than there are under utilized devices, add new devices/LUNs to the environment and further implement application level I/O distribution.

6.     If utilization rates for all devices are under 80%, document new volume configurations to be reproduced in the next database build and re-establish the Baseline System Performance Model.

a.     Collect system utilization information; re-calibrate the capacity planning model and re-run load growth simulations for the new environment.

7.     If devices utilization is still high, verify if those devices are sharing the same controller with other high utilization devices.

8.     Distribute the high utilization devices evenly across the available controllers by relocating logical volumes contents, for example.

9.     If utilization rates for all devices are under 80%, document new volume contents mapping to controllers, to be reproduced in the next database build. Re-establish the Baseline System Performance Model.

a.     Collect system utilization information; re-calibrate the capacity planning model and re-run load growth simulations for the new environment.

10. If neither logical volume contents can be relocated for better I/O distribution nor the controller where the high-utilization device is located is overloaded, consider stripping the logical volume across more than one LUN.

11. Evaluate Operations impact on volume stripping. Operations permitting create “high performance” volumes by stripping a logical volume across two LUNs. Two non-stripped logical volumes can be converted in two stripped logical volumes on the respective two LUNs. Addition of new devices to the environment may facilitate execution and make it viable.

12. Relocate the identified high utilization devices/database structures to the newly created stripped volumes. Evaluate utilization of new devices.

13. If utilization rates for all devices are under 80%, document new volume contents mapping to controllers, to be reproduced in the next database build. Re-establish the Baseline System Performance Model.

a.     Collect system utilization information; re-calibrate the capacity planning model and re-run load growth simulations for the new environment.

14. Depending on the impact of the stripping on performance, consider further logical volume stripping over a higher number of LUNs.

15. If a given controller remains with more than three high-utilization devices after the operations listed above, consider adding a new HBA to the I/O infrastructure for better I/O distribution.

16. Verify devices utilization after the new controller is added. If improvement is verified, re-establish the Baseline System Performance Model.

a.     Collect system utilization information; re-calibrate the capacity planning model and re-run load growth simulations for the new environment.

By following a process such as this, you can proactively identify potential I/O bottlenecks before they become a major performance issue. Of course, you could always leverage Oracle Exadata or the Oracle Database Machine to obtain a pre-configured I/O system that is optimized for VLDB performance.

February 20, 2009

Oracle's Changing Data Integration Landscape

Since our announcement of the combined licensing of ODI and OWB into Oracle Data Integrator Enterprise Edition I've gotten lots of questions from our customers about what this means and what they should be investing in for their ETL & data warehouse needs.

For those wondering, here's the Statement of Direction from the ODI-EE product management team. To summarize, we are offering customers the best of BOTH tools. ODI is the recommended tool for general data integration, integration from and into heterogeneous environments and for supporting real-time and near real-time data warehousing. OWB is recommended for the situations where it excels; large scale batch loading of dimensional schemas into an Oracle database.

We are even starting to help customers implement a mixed solution where ODI is used to stage data and OWB does the heavy lifting to transform the data into the dimensional model using the "EL-T" paradigm. This announcement simplifies the licensing of the software and allows customers the ability to deploy the most flexible data integration solution in the industry.

February 19, 2009

Oracle Leads in Data Warehouse Software

Not like this is news (really), but once again Oracle is named the industry leader for Data Warehouse software by IDC. More details here.

IDC is also very high on the Oracle Database Machine & Exadata, from this brief.

December 29, 2008

Discoverer Migration to OBIEE

One of the questions that we are often asked when meeting with customers is the effort involved in migrating Discoverer reports to OBIEE. Since OBIEE is a metadata driven tool, the real complexities lie with the migration of your current Discoverer EUL to the BI Servers metadata format, the RPD file. Once the metadata is properly configured, recreation of the reports is fairly straight-forward process.

Up until recently this metadata migration was done by hand, an often tedious exercise with large, complex EUL's. Fortunately, the 10.1.3.4 release of OBIEE now ships with a migration assistant that handles much of this conversation process for you.

Mike Durran, one of our BI Product Managers has an excellent post on his blog on using the new Discoverer Metadata Migration Assistant and its limitations.

For those customers looking for assistance with converting their existing Discoverer environments, we also have our Discoverer Migration Rapid Start offerings. Using the migration assistant, along with best practices and our blended delivery model, Oracle Consulting is able to quickly migrate your current Discoverer environment & reports to OBIEE in a cost effective manner.

December 10, 2008

Finding the new OBIEE Sample Application

In case you were not aware, the recently shipped 10.1.3.4 release of OBIEE includes a sample set of data, metadata, reports & dashboards that represent best practice for OBIEE metadata, report & dashboard development. There are some really good example reports and dashboards as well as solutions to common metadata modeling problems. It's well worth installing.

sample_obiee_screenshot.jpg

The sample files are also available stand alone on OTN for those not wishing to download the entire 10.1.3.4 distribution, and yes, they do work with previous 10g releases. Apparently the real trick is actually finding the file on OTN, so to save you the trouble here is a direct link: *LINKS UPDATED*

http://download.oracle.com/technology/products/bi/files/oracle_bi_sample_analysis_setup_files.zip

The documentation of best practices is contained in the following file:

http://download.oracle.com/technology/products/bi/files/oracle_bi_sample_app_content_guide.zip

November 14, 2008

Installing Essbase 11.1.1

My buddy Tim Tow of Applied OLAP has a great post up on his blog where he walks through a complete install of Essbase 11.1.1 on Windows. He even put up a nicely formatted pdf version that you can access here.

I've know Tim since we both worked for Intergraph back in the early 90's. At the time Tim was one of the worlds biggest Excel geeks and was always writing new code to leverage data from our corporate systems into Excel spreadsheets. He's been a long time Arbor/Hyperion partner and his Essbase skills and willingness to share with the development community earned him Oracle ACE Director status. I highly recommend bookmarking his blog.