Business Intelligence

December 7, 2016 | Author: Nickolas Randall | Category: N/A
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Business Intelligence Software Tools for Decision Support

Speaker: Rod van Buskirk Principal Consultant Westin Engineering

AWWA California-Nevada Section 2010 Annual Fall Conference, Sacramento, California

Acknowledgements



Anchorage Water and Wastewater Utility



California Water Service Company



Connexus Energy



Denver Water



Greenville Utilities Commission (North Carolina)



Henrico County Dept. of Public Utilities (Virginia)



Louisville Water Company



Metropolitan Water Reclamation District of Greater Chicago



Santa Clara Valley Water District 2

Agenda



Business Intelligence (BI) Defined



Comparison of Core Utility Software Applications vs. Business Intelligence (BI) Software Applications



Types of BI tools



Capabilities of BI Software



BI’s role in utility performance improvement



Categories and BI system vendors



Critical success factors in selecting BI Software 3

What is Business Intelligence, or BI?

Simply Put: Delivers the right information, at the right time, in the right format to guide your decisions. Three Parts: 1. Discipline of decision making 2. A class of Software 3. A Business Value

Discipline

Value Software

4

What is Business Intelligence, or BI? Different Perspectives

Discipline Perspective: Integrated practices, enabled by specialized software, that support decision making at all levels to improve business and operations performance.

Software Perspective: Aggregates data from various business applications and delivers information in context of business and operational performance to enable collaboration, analysis and action.

Value Perspective: • Measure

effectiveness of strategies using operational data. • Deliver real-time information to guide daily decisions. • Monitor business processes and enable timely adjustments to improve efficiency and responsiveness.

5

What’s the difference between core applications and business intelligence applications?

Core Utility Applications

Data

Business Intelligence Applications

6

What’s the difference between core applications and business intelligence applications?

Core Utility Applications • Process transactions

Data

Business Intelligence Applications

• Automate workflows

• Generate Information to support decision making

• Generate data – lots of data

• Streamline performance management • Generate graphs, forecasts, trends and reports

7

What types of Business Intelligence Software tools are commonly used?

Core Utility Applications

Data

Business Intelligence Applications

• Customer Service & Billing • Finance /Accounting • Human Resources • Purchasing/Inventory Management • Capital Program Mgmt. • Asset Management • Maintenance Management • Operations Control

8

What types of Business Intelligence Software tools are commonly used?

Core Utility Applications

Data

Business Intelligence Applications

• Customer Service & Billing

• Management Reports

• Finance /Accounting

• Performance Scorecards

• Human Resources

• Alerts & Notifications

• Purchasing/Inventory Management

• Report Graphics & Drill-Downs

• Capital Program Mgmt.

• Analytics and Trending

• Asset Management

• Forecasting/Projections

• Maintenance Management

• Simulation/Modeling

• Operations Control

• Data Mining

• Management Dashboards

9

What are the capabilities of specialized Business Intelligence Software?

Dashboards & Scorecards

Supervisors

Department Heads

Analysts

General Managers 10

Business Intelligence Dashboards:

Monitoring Business & Operational Performance

11

How do BI Systems support utility performance improvements? REPORT Operational Reports Financial Reports Performance Reports

MONITOR

ANALYZE

Dashboards Alerts Scorecards

Root Causes Exceptions Trends

12

How do BI Systems support utility performance improvements? •

REPORT Operational Reports Financial Reports Performance Reports

MONITOR

ANALYZE

Dashboards Alerts Scorecards

Root Causes Exceptions Trends







Customer Service & Billing • Customer Problem Resolution • Meter to Cash Maintenance • Work Backlog • Outage Durations Operations • Water Source Mixing • Energy Costs Finance / Budgeting • Budget Shifts • Budget to Actuals 13

How do BI Systems support utility performance improvements? Gaps with traditional, Excel-based reporting

REPORT Operational Reports Financial Reports Performance Reports

MONITOR

ANALYZE

Dashboards Alerts Scorecards

Root Causes Exceptions Trends



Inadequate data controls or data quality management



Manual data imports



Excel not designed to be a data warehouse or a BI tool!



BUT…Excel, in conjunction with a sound BI approach, is a very good software tool for analysis and trending 14

What are the key factors for selecting the bestfit Business Intelligence Software Tools? User Scale Departmental

Functionality Embedded BI

Report Developers

High

OLAP Ad Hoc Query

Power User Utility-wide

BI Spreadsheets

(Analysts)

Dashboards & Scorecards

Casual User (Executive, Manager, Front-line worker)

End-user Reports (Interactive, drill)

Production Reports

Customers / Suppliers / Regulators External

(invoices, statements, static)

Low

15

Who are the BI software vendors? 

Tier 1 Software Vendors – offering complete “BI Suites” – targeting larger organizations Oracle BI • IBM / Cognos • SAP / Business Objects •

16

Who are the BI software vendors?



Tier 2 Software Vendors – targeting mid-sized organizations • •

Older, long-term market presence – MicroStrategy, Actuate, among others New market players – LogiXML, QlikView, Pentaho, JasperSoft, PivotLink, among others

17

Who are the software vendors?



Microsoft • • • •

Continues to expand its BI capabilities – moving from being a Tier 3 to a Low-End Tier 2 vendor Currently - unconnected, un-integrated, software tools Large database market share; strong data warehousing capabilities The #1 Analysis and Reporting software tool – Microsoft Excel

18

Who are the software vendors? 

Software as a Service (SaaS) Business Intelligence • • •



SaaS Advantages • • • • •



Online web applications – over the Internet Leased per user or fully hosted off-site Utility pays an annual fee for the online service

No need to maintain internal hardware and software Automatic upgrades Supports utilities with no internal IT staff Off-loads tasks from internal IT staff Provides more flexibility

Vendors offering SaaS BI Tools • •

Tier 1 Vendors – SAP, Oracle, IBM Tier 2 Vendors – PivotLink, JasperSoft, Pentaho, LogiXML, QlikView

19

What are the critical success factors for selecting appropriate BI software? •

Obtain executive commitment; focus on the key management trending needs



Create an executive vision for Business Intelligence



Assess high-level business requirements for BI



Formulate a broad-based plan for deploying BI software solutions – with timeline & budget estimates



Identify a short list of BI vendors appropriate to the business requirements



Issue RFP to short list; review proposals and scripted demos based on specific solution needs

20

Thank You

Contact: Rod van Buskirk Westin Engineering Inc. 3100 Zinfandel Drive Rancho Cordova, CA 95670 Cell: (916) 803-5132 email: [email protected] Get presentation and other insight: http://www.we-inc.com/Library

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