Presentation on how to approach real-time analytics with Business Intelligence. This is based on how this is performed at an Oracle customer. It uses OBIEE 11G for the BI toolset. To learn how to do more contact www.evergegroup.com or @stevechamberlin via twitter.

1. LexisNexis Real-Time Reporting and Legacy Agreement

2. Agenda
 Introduction
 Real-Time Reporting
 Legacy Agreements
 Q & A
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3. Dan McIntyre
 Lead Tools Specialist, Sales Operations
 Own all sales-facing CRM analytics reporting
 9 years at LexisNexis
 Worked with Siebel Analytics since 2007
– https://www.linkedin.com/pub/dan-mcintyre/8a/952/714
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4. LexisNexis - Company background
 Leading global provider of content-enabled workflow solutions
 Designed specifically for professionals in the legal, risk management, corporate,
government, law enforcement, accounting, and academic markets
 Pioneered online information with its Lexis® and Nexis® services
 Customers in more than 100 countries with more than 15,000 employees worldwide
 Just completed our R4 release – the complex release to date which reflects the largest
transformation of our business processes and systems in our company’s history.
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5. Real-Time Analytics
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6. The Need for Real-Time Analytics
1. Allow us to see trends and make decisions in the moment instead of being strictly
reactionary.
2. Facilitates coaching and conversations.
3. Meets user expectations of a “cutting-edge” CRM.
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7. Developing Real-Time Reporting
 Define real-time scope
 Define real-time SLAs
 Develop subject area to pull directly from Siebel tables
 Investigate performance impacts
 Develop beta reports
 User acceptance testing
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8. The Opportunity Board
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9. The Opportunity Board
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10. The Opportunity Board
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11. Lessons Learned
 Listen to your users
 Don’t be afraid to ask BIG
 Clearly define acceptance criteria
 Don’t take no for an answer
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12. Legacy Agreements
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13. The Need for Legacy Reporting
 CRM order-processing … “The Wave of the Future”!
 We have “legacy” agreements (contracts) accounting for large portion of business.
 Legacy agreements are fundamentally different from other agreements.
 No room at the inn!
 How do we wisely prepare for our future without jeopardizing our present or losing
sight of our past?
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14. Developing Legacy Reports
 Ask the right questions:
– What questions must these reports answer?
– What workarounds (SOPs) will the user accept?
– What performance is acceptable?
– What data is absolutely essential? What would be nice to have?
 Mock up the solution
 Get buy-in across organizations
 Check, check and re-check the data
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15. Agreement Lookup
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16. All Agreements By Account
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17. Lessons Learned
1. Analytics can be used as a bridge between old worlds and new ones.
2. Get the right people on board.
3. Assume nothing. Document everything.
4. Build in opportunities to revise requirements.
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18. Q/A
Questions/Open Discussion
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19. LexisNexis Real-Time Reporting and Legacy Agreement