Saturday, 1 March 2014

OBIEE vs. BI Publisher vs. Polaris Reporting Workbench

I was recently asked - how can you explain to a user about the difference between OBIEE, BI Publisher and Polaris Reporting Workbench to a business user in simple terms. More specifically, how would you assess the business situation of a client and suggest one of the three reporting tools mentioned below.

I asked a few people around about their opinion, did some research (a.k.a. Google Search) and tried to put down some key features which I hope will highlight the key differences between what these products can offer.

Read on ... and I will be happy to hear your feedback via comments:
Feature
OBIEE
BI Publisher
Reporting Workbench
In brief?
Dynamic and interactive ad-hoc reporting capabilities; dashboard type reporting.
Meant for operational reporting, not analytical reporting. Mainly for creation of pixel perfect operational reports (where (say) the space between each line has to be specific, the colors, the fond and layouts among all the fields have to be arranged in specific ways.)
Self Service solution for real-time Operational Intelligence; integrated with EBS and BI Publisher to produce pixel perfect reports

Audience
Upper management and middle management

Line Managers and operational staff
A broad spectrum: From operational staff to upper level management (via dashboards)

Main Features
1. Hierarchy Drilling
2. Graphical Reporting (Charts, Pivots, Gauges, etc)
3. Ad Hoc Analysis
4. Actionable framework
1. Pixel perfect reports (e.g. Payment Summary, Invoice, etc.)
2. Scheduled Report Generation
3. Once the underlying data extraction logic is ready, the output can be produced in a variety of formats - .pdf, excel, word, etc.
4. Document bursting available
1. Deliver real time ad-hoc reports and Business Analytics to users and Executives
2. Comes with 700+ ready-to-use reports across Oracle HCM, Financials and Supply Chain modules
3. Report output in a variety of formats
4. Run right away or schedule for later
5. Advanced Document bursting features allowing users to set up single reports to be automatically sliced and diced, and then emailed to the appropriate users. (For example, notify all supervisors regarding their employees – run a single reports and it will automatically slice the reports and send to their respective supervisors)

User Interactivity
Interactivity underpins OBIEE. Allows users to dynamically change queries on the dashboard as well as interacting with other areas on the dashboard through action links.

There is no concept of real user interactivity
Advanced Data Visualizations, including Dashboards and Drill to Detail

Real-time information
Time-delayed, depending on refresh frequency. Not suited where real-time reports are needed

Real-time (if used as part of EBS)
Real-time
Integration with EBS
Can be designed to pull data from a variety of sources, including EBS

BI Publisher is a part of OBIEE as well as EBS
Out of box
Benefits
1. Once the underlying data model is designed, the rich user interface makes this a very able tool for end users to present data
2. Reduces time to produce reports, enabling more time to analyse the results
3. Provides “Actionable Insight” i.e. it Highlights where action is required
4. Enterprise grade reporting tool, which can consume data from various sources and enable a Single Version of the Truth across the enterprise

Format pixel perfect output in specific ways, provide support for multiple outputs, allows output bursting. However, it does not have the ability to drill down. *

* I stand corrected on the ability to drill down. Pankaj Nawghare pointed out that the Oracle Data Sheet specifically mentions that BI Publisher has a drill down ability. Thanks Pankaj!
1. Sits directly on top of Oracle E-business suite requiring no additional hardware.
2. Administrators and end users access the tool and its capabilities directly from Oracle EBS, meaning less training costs and a higher end user adoption rate.
3. Does not require an additional layer of security, leveraging your Oracle security directly from the box.
Technology
The framework for OBIEE comes from the erstwhile best-of-breed Siebel Analytics product.
BI Publisher was originally a different application, which is now part of OBIEE. The best way to put it is, BI Publisher is another technology that has been integrated with OBIEE, so now the two are both parts of Oracle Business Intelligence. BI Publisher is also available in EBS.
Built using OA Framework, so completely compatible with EBS.
Implementation Tips
A full-fledged OBIEE implementation requires careful thought and planning and cross department co-ordination. Unless there is clearly defined reporting outcome, undertaking a full-fledged OBIEE implementation project rarely yields the business benefits to justify the investment.
In such cases, an incremental approach is recommended.
1. Run a small POC
2. Identify the benefits to your organisation, but don’t ‘boil the ocean’ – Keep work packages small enough to get regular delivery
3. Use OBIEE experienced Business Analysts
4. Work with the end users in an ‘Agile / RAD’ way
In short, OBIEE implementation is a full scale project.

Unlike OBIEE, which imposes a Kimball methodology in modeling its central model, BI Publisher will let you use any old SQL as the basis for a “data model.” In the hands of non-technical users, this is a recipe for disaster in terms of maintenance costs and overall durability of those reports over time.

Plug and Play solution – installs in less than 3 hours with an implementation plan of less than 2 weeks (includes installation, setups and training).

So then the question:  Which component should I use for my work?


OBIEE
BI Publisher
Reporting Workbench
Q. Send a daily report in a fixed format to senior management, updated with the latest data?

Schedule report and send by email

Schedule report and send by email
Q. Give teams a set of standard reports that highlight issues on KPI’s
Create a standard set of reports (using Answers) and place these on Team dashboards.


Publish a dashboard using a standard set of reports.

Q. Create Pixel perfect documents?

Use BI Publisher (using EBS) to produce reports
XML output allows creation of such reports

Q. Improve Data Quality?

1. Expose as much data as possible in the dashboards. Do not hide ‘odd’ data.
2. Make sure that all senior management reports come from the OBIEE system.(This will also aid user adoption)



Q. Run a daily Invoice run


1. Use BI Publisher on the latest financial data

Q. Store Reports for Audit Purposes


1. Use Delivers to email a copy of a report or dashboard to a storage account
2. Use Briefing Books to store data
3. Save a report in PDF or HTML format and save in a share drive
                                    
Define Delivery Channel to schedule report output to be send via email in a variety of formats
Q: Show Trending information
No
No
  

Friday, 27 September 2013

OUM vs. AIM: Oracle Unified Methodology vs. Application Implementation Methodology


This article maps the most commonly used documents in the AIM Methodology to those in the OUM or Oracle Unified Method methodology. In this sense, this will be of some use to those who implement Oracle Applications using the age-old AIM, but have been asked by client to implement using OUM. 

This is by no means a comprehensive or even an authoritative list. For Partners who have access, the complete listing of such documents can be found on Oracle Partner Website.

AIM Document Equivalent OUM Document OUM Phase Introduced Used for Customizations Mandatory/Optional
BP.080 RD-011_FUTURE_PROCESS_MODEL.DOC Inception   Optional
RD.010 RD-012_PRESENT_AND_FUTURE_ORG_STRUCTURES.DOC Inception   Mandatory
BP.060 RD-020_HIGH_LEVEL_BUSINESS_DESCRIPTIONS.DOC Inception   Mandatory
BP.040 RD-030_CURRENT_PROCESS_MODEL.DOC Inception   Optional
RD.020 RD-034_CURRENT_BUSINESS_BASELINE_METRICS.DOC Inception   Optional
  RD-045_MOSCOW_LIST.XLS Inception   Mandatory
  RD-140_REQUIREMENTS_SPECIFICATION.DOC Inception   Mandatory
RD.050 RA-023_USE_CASE_MODEL.DOC Inception Yes Mandatory
BR.100 RA-040_BUSINESS_DATA_STRUCTURES Inception   Mandatory
RD.050 RA-024_USE_CASE_SPECIFICATION.DOC Elaboration Yes Mandatory
BR.070 RA-090_REPORTING_FIT_ANALYSIS.XLS Elaboration Yes Optional
BR.030 AN-010_BUSINESS_REQUIREMENTS_MAPPING_FORM.DOC Elaboration   Mandatory
MD.050 AN-050_ANALYSIS_MODEL.DOC Elaboration Yes Mandatory
MD.050 AN-100_ANALYSIS_SPECIFICATION.DOC Elaboration Yes Mandatory
MD.070 DS-140_DESIGN_SPECIFICATION.DOC Elaboration Yes Mandatory
MD.060 DS-150_LOGICAL_DATABASE_DESIGN.DOC Elaboration Yes Optional
TA.030 TA-070_INITIAL_ARCHITECTURE_AND_APPLICATION_MAPPING.DOC Elaboration   Optional
BR.100 DS-030_APPLICATION_SETUP_DOCUMENT.DOC Elaboration   Mandatory
TE.020 TE-020_UNIT_TEST_SCENARIOS.DOC Elaboration Yes Mandatory
TE.030 TE-035_INTEGRATION_TEST_SCENARIOS.DOC Elaboration Yes Optional
TE.040 TE-025_SYSTEM_TEST_SCENARIOS.DOC Elaboration   Mandatory
CV.040 CV-027_DATA_MAPPING.DOC Construction   Mandatory
CV.060 CV-040_CONVERSION_COMPONENT_DESIGNS.DOC Construction   Mandatory
DO.070 DO-070_USER_GUIDE V1.0.DOC Construction   Mandatory
MD.100 IM-040_PHYSICAL_DATABASE_DESIGN.DOC Construction Yes Optional

Sunday, 21 July 2013

R12.1 RUP6 New and Changed features

(For the previous release RUP5, see my blog here)

Patch 16000686 (R12.HR_PF.B.delta.6) was released on 31-May-2013. For complete details around the new and changed features in this release, please see the My Oracle Support Note 1549442.1 - Oracle Human Resources Management Systems Readme, HRMS Release Update Pack 6 for Release 12.1. Issues with RUP6 are documented in Doc ID 1538636.1.
A quick round up of the significant changes is captured below:

1. Compensation Workbench: 
        a. Email Comp Statements: Rather than print hard copies of compensation letters and manually distribute them, Comp Admins can now securely email the statements.This includes a feature to send statements to a "test" email ID to confirm before sending out to the larger employee population. The emailing feature is also enabled for TCS.
        b. Better performance for Comp Detail Report: A new program called Refresh Compensation Summary needs to be run prior to running the Compensation Detail Report.

2. Core Payroll:
        a. Payslip Modeler: This enables employees to perform a payroll what-if analysis (in effect, allowing them to run a QuickPay after selecting various elements from a list). To enable this,
                i. Set the profile options HR: Enable Payroll Simulation and HR: Enable Multiple Assignments for Payroll Simulation to Y
                ii. Attach Payslip Modeling menu to any custom self-service responsibility. The seeded Employee Self Service as well as Payroll Professional responsibility already have this menu attached.

3. iRecruitment: 
        A number of minor improvements have been including ability to view interviews scheduled where manager or recruiters are only recruiting team members and ability to create tests or assessments in multiple languages.

4. Learning Management: 
        a. Course Pictures: A new region has been added to the create and update course pages, which allows the pictures to be seen on Learner Home, Learning Path, Learning Catalog and Course Catalog pages.
        b. Automatically subscribe Learners to Learning Certifications: New learners can be automatically subscribed to learning certificates based on 'number of days' (doesn't apply for those based on dates). The subscription is controlled by defining a learning group and running a new concurrent program - Process Automatic Certification Subscription.
There are other new features in this module as part of this release. Please refer to above MOS note for details.

5. Performance Management: 
        a. New Questionnaire Administration: A "Questionnaire Administration-New" function available via HR Professional responsibility allows to easily define various questions. Good bye messy HTMLs!
        b. Configurable Print Options: On the Manager Main Appraiser page and Employee My Appraisals page, new choices are available (Print or Print All column - to be enabled via Personalization). Selecting the Print option allow Employees or Manager to print specific parts of their "In Progress" or "Completed" Appraisals (which could be PMP Appraisals or Standard Appraisals).
There are other new features in this module as part of this release. Please refer to above MOS note for details.

6. Self-Service:
        a. Two new functions: Quick Change Hours process allows to change the work schedule and assignment category, without needing to go via Change Pay page. Quick Termination Process removes the 'Change Manager' page and automatically assigns the Managers subordinates to the Supervisor of the Manager. The new profile option 'HR: No Supervisor Error or Warning' determines what to do if no one-over-one manager is defined in the system.
        b. Control display of Effective Date, Review and Confirmation Pages: Setting parameters &pQkFn and &pBpRv to Y turns off the Effective Date and Review pages respectively. Setting either of the above to Y will bypass the confirmation page. Note that this requires changes to the Workflow, to set the "LAST_PAGE_IN_FLOW" attribute and "HR_APPROVAL_REQ_FLAG" attribute for a new node.

7. Time and Labor:
        a. Enhanced Timecard Status Dashboard: Allows to search for status of timecards considering supervisor hierarchy, among other things.

The following modules do not have any new or changed features in this release:

  • Oracle Approvals Management
  • Configuration Workbench
  • Core HR
  • Labor Distribution

The following modules have new or changed features, but are not covered in this post; more information on these modules should be read from the Oracle note referred above:

  • Oracle Advanced Benefits
  • Oracle Succession Planning

(For the next release RUP7, see my blog here)