This document discusses selecting business intelligence (BI) tools and outlines the proof of concept (POC) process. It defines BI and its objectives to provide interactive data access, manipulation, and analysis. The document reviews BI history and components. It also discusses how a POC involves planning, implementing a prototype of shortlisted tools, testing performance, and finalizing with a report comparing tools. An example shows dashboards from different BI tools. The POC process helps evaluate tools' fit before full implementation.

1. Selecting BI Tools:
Proof Of Concept
presenter:
Andriy Muzychuk
Product manager at Malkos, PhD.

2. Agenda
•
Introduction
•
Business Intelligence (BI) overview
Definition, history, BI today
BI components
•
Business Performance Management (BPM)
and BI
•
BI solution phases
•
Proof of Concept (POC) for selecting BI tool
•
Example

3. Introduction
Changing business environment and computerized support
Business Decisions
Organization
Environment and
Responses
Factors Supports
Strategy Analyze
Globalization
Partners’ collaboration Predictions
Customer Demand Opportunities
Real-time response Decisions
Government regulation
Pressure /
Agility
Market Conditions
Increased productivity Integrated
Competitions
computerized DS
New vendors
...
New business models BI
...

4. BI Definition and Objectives
Business Intelligence (BI) is an umbrella term that
combine architecture, tools, databases, analytical
tools, application, and methodologies
BI main objectives
q To enable interactive access to data
q To enable manipulation of data
q To give ability to conduct appropriate analysis

5. BI History
1970s Early 1980s Mid 1990s 2005s
Management Executive
Information Information BI BI
Systems Systems
MIS capabilities EIS capabilities BI capabilities BI capabilities
| Ad hoc reporting
| Static two dimensional
| Forecasting and | EIS capabilities
reports
prediction | EIS capabilities + | Artificial capabilities
| No analytic
| Trend Analysis | Power analytic
capabilities
| Drill down to details
“A broad category of applications and
technologies for gathering, storing, analyzing,
and providing access to data to help enterprise
user to make better decisions”
- Gartner, 1990

6. BI Today
Querying and
ETL
reporting
Metadata DW
DSS
Financial
Reporting Datamarts
Spreadsheet
OLAP
(MS Excel)
Dashboards and
Scorecards BI
Workflow
Alerts and Portals
notification
Data and text Predictive
mining Analysis

7. Performance Management
Corporate Performance Management - Gartner Group
(CPM)
Enterprise Performance Management - Oracle
(EPM)
Strategic Enterprise Management (SEM) - SAP
Business Performance Management (BPM) - BPM Standards
BPM refers to the business processes, methodologies,
Group
metrics, and technologies used by enterprises to measure,
monitoring, and manage business performance
- BPM Standards Group
BPM= BI + “Planning” - Calumo Group

8. BI Technology mapping
Scope
BPM
Consistent corporate
BPM definition of metrics,
shared
Organization BI measures, KPI
Corporate policies and
processes
Team BI
Self Service
personal
Self Service
Easy discovery of data
Personal BI Simple intuitive tools
Developement Ad hoc
organic International

9. A High-Level Architecture of BI
DW BA Performance
Environment Environment and Strategy
Data
Sources Build the DW Business Users Managers / Executives
Organizing Access
DW
Summarizing Manipulate, BPM Strategies
Standardizing results
User Interface
Browser
Portal
Dashboard

10. Business Analysis Types
Predictive analysis
proactive Data mining
OLAP
interactive ad hoc
passive reporting
presentation exploration discovery

11. BI Solution Implementation Phases
Phase 1 Phase 2 Phase 3
∴ Define KPI
∴ Decide level of BI ∴ Collect requirements
> Reports ∴ Implementation
∴ Conduct POC
> Dashboards
> Analysis
> Analytics
POC Implementation Phases
Planning Implementation Testing Finalazing Decision
Tuning Decision Model

12. POC Phases Description
Proof Of Concept Phases
Planning Implementation Testing Finalizing
Environment consideration
Criteria selection Environment setting Finalizing documents
Test work frame creation
BI Vendor selection Prototype development Recommendations
Prototype Testing
Prototype planning BI Tools best practices Evaluation bottlenecks
Performance testing result
- Reports objectives Prototype requirements Requirements mapping
documenting
- Reports specifications mapping Summary report
Deliverables planning
Summary Analysis Report
Prototype model implementation process description
Optimization capabilities
BI Tools comparison
Test results

13. Tools comparison: Forester Research Inc.

14. Tools comparison: Gartner Group

15. Example: MicroStrategy dashboard

16. Example: PerformancePoint dashboard

17. Example: Business Objects dashboard

18. Example: POC Summary Report
Categories Performance MicroStrategy BusinessObjects
PointServices
Prototype
Implementation
• Time Outlay
• Design
• Bottlenecks
Integrationwith
SharePoint 2010
Toolscapabilities:
• Functional
• Optimization
T performance
est
• Load Time
• Drill Down
Tollcost

19. POC Summary
• Ability to test the solution in existing IT environment
• Increases the developers’ understanding of the
requirements before starting the real system
implementation
• Allows checking the design of all possible preselected
tools
• Allows testing the capability of the potential solution
provider: functionality, connectivity, usability and
performance of each BI tool
• Requirements can be tested and challenged

20. Thanks for attention!

21. Reference
1) Rita L. Sallam, James Richardson, John Hagerty, Bill Hostmann.
Magic Quadrant for Business Intelligence Platforms // Gartner RAS
Core Research Note G00210036 , 27 January 2011 (http://
www.gartner.com/technology/media-products/reprints/tableau/vol2/ar
)
2) Boris Evelson. The Forrester Wave™: Enterprise Business
Intelligence Platforms, Q4 2010
(http://
www.microsoft.com/presspass/presskits/bi/docs/EnterpriseBIPlatforms
)
3) Efraim Turban, Ramesh Sharda, Dursun Delen, David King,
Janine E. Aronson. Business Intelligence. A managerial
Approach. – 2nd ed. - 2011