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Driving Digital Transformation
with Machine Learning in
Oracle Analytics
Shiv Bharti
Practice Director,
Oracle Business Analytics
shiv.bharti@perficient.com
Mazen Manasseh
Director,
Oracle Business Analytics
mazen.manasseh@perficient.com
3
Agenda
• About Perficient
• Disruptions in Analytics Market
• Steps to Perform Data Discovery and Analysis
• OAC ML Models
• Typical Workflow to Perform ML
• Demo
• Q&A
4
About Perficient
Perficient is the leading digital
transformation consulting firm serving
Global 2000 and enterprise customers
throughout North America.
With unparalleled information technology, management
consulting, and creative capabilities, Perficient and its
Perficient Digital agency deliver vision, execution, and
value with outstanding digital experience, business
optimization, and industry solutions.
5
Perficient Profile
• Founded in 1997
• Public, NASDAQ: PRFT
• 2018 revenue est. $495 million
• Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Bozeman, Charlotte,
Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit,
Houston, Lafayette, Milwaukee, Minneapolis, New York City,
Northern California, Oxford (UK), Phoenix, Seattle, Southern
California, St. Louis, Toronto, Washington, D.C. (metro)
• Global delivery centers in China, India and Mexico
• 3,000+ colleagues
• Dedicated solution practices
• ~95% repeat business rate
• Alliance partnerships with major technology vendors
• Multiple vendor/industry technology and growth awards
6
PERFICIENT’S ORACLE BI PRACTICE
Fast Facts
• Practice Started: 2004
• Projects Completed: 400+
• Management Team: 15 years
• 60% of consultants former Oracle Eng.
• Oracle authorized education center
• Oracle Analytics Cloud (OAC),
Oracle BI Apps, OBIEE, ODI
• Perficient runs it’s business on Oracle
Analytics Cloud (OAC)
Solutions Expertise
• BI/DW strategy and assessments
• Oracle Analytics Cloud (OAC)
• Machine Learning/Big Data
• OBIEE and Oracle BI Apps
• Cloud & on-premises solutions
• Custom data warehouse services
• Master Data Management
• Data integration, discovery, big data
• Exadata & Exalytics
• Oracle Golden Gate
Oracle Specializations
7
Disruptions in Analytics and BI Market
Augmented 3
 Automation
 Machine Learning
 Predictive Analytics
 Natural Language Query
Self-Service 2
Centralized 1  Data Visualization
 Adhoc Capabilities
 Business Centric Analytics
 Common Semantic Layer
 Single Source of Truth
 Semantic Layer
 Pixel-Perfect Reports
 IT Centric
 Static Reports
8
Autonomous Analytics Equals Augmented Analytics
Business Value
Agility
Centralized Stronger
Governance
Self-Service Improved User
Productivity
Data-Driven
Business
Dashboards
Role-Based Access Control
Semantic Layer
Pixel-Perfect Reports
Smart View
ANALYTICS CLOUD
ANALYTICS CLOUD
Data Visualization
Data Flows
Storytelling
What-If Analysis
ANALYTICS CLOUD
1-Click Explain
Data Enrichment
Adaptive & Personalized Analytics
Natural Language Query & Narrate
© Oracle Corporation
Steps to Perform Data
Discovery & Analysis
10
OAC for Data Discovery
Step 4
Predict
Step 3
Analyze
Step 2
Prepare
Step 1
Discover
• Leverage OAC
adapters to connect
to a variety of data
sources
• Ingest data into the
data lake
• Use OAC to
replicate data into
Oracle Big Data or
Oracle DB
11
OAC for Data Preparation
Prepare Data Sets
• Ease of use: Spreadsheet-like transformations
• Remove duplicates, replace nulls, and standardize inconsistent values
• Create custom groups and expressions
Step 4
Predict
Step 3
Analyze
Step 2
Prepare
Step 1
Discover
12
OAC for Data Preparation
Create Data Flows to Map to New
Data Sets
• Intuitive data transformation
flows
• Immediate feedback in data
preview
• Function shipping: Pushdown
of execution into sources
• Native execution in Spark for
data lake
• Load data into data sets,
databases or Essbase cubes
Step 4
Predict
Step 3
Analyze
Step 2
Prepare
Step 1
Discover
13
OAC for Data Analysis
Visualize & Present
• Automatic chart creation
based on intelligent
data services
• Rich palette of built-in
visualizations
• Single click trending
and forecasting,
clustering and outliers
detection
Step 4
Predict
Step 3
Analyze
Step 2
Prepare
Step 1
Discover
14
OAC for Data Analysis
Automatic Explanation of
Data Sets
• Explore and
understand
unfamiliar data
• Automatic pattern
detection
• Guide users towards
strongest correlated
factors and variances
from norm
Step 4
Predict
Step 3
Analyze
Step 2
Prepare
Step 1
Discover
15
OAC for Prediction
Advanced Transforms and Scripts in Data Flows
• Time Series Forecast
• Predict possible future trends based on past value patterns
• Based on ARIMA model
• Sentiment Analysis
• Analysis of natural language based on term usage
• Custom scripts in Python and R
Step 4
Predict
Step 3
Analyze
Step 2
Prepare
Step 1
Discover
16
OAC for Predictions
Machine Learning Data Flows
• Use data flows to build machine learning pipelines
• Train and score models through data flows
Variety of ML Algorithms
• Numeric prediction
• Multi-classifier
• Binary classifier
• Clustering
• Customer algorithms
Step 4
Predict
Step 3
Analyze
Step 2
Prepare
Step 1
Discover
17
Built-in ML Algorithms
Type of ML Model Models Application Examples
Supervised Learning
Purpose: Numeric prediction
against new date
Numeric Prediction
Scripts: CART, Elastic Net
Linear Regression, Linear
Regression, Random Forest
• How many units do we need to stock in warehouse
inventory?
• How much revenue is anticipated over the next year?
18
Built-in ML Algorithms
Type of ML Model Models Application Examples
Supervised Learning
Purpose: Numeric prediction
against new date
Numeric Prediction
Scripts: CART, Elastic Net
Linear Regression, Linear
Regression, Random Forest
• How many units do we need to stock in warehouse
inventory?
• How much revenue is anticipated over the next year?
Supervised Learning
Purpose: Prediction against new
data; classifications/labels are
known
Multi-Classifier
Scripts: CART, Naive Bayes,
Neural Network, Random
Forest, SVM
• What is the next-best product to recommend to a
customer?
• Cross-selling likelihood to what other product/service
offering?
Binary Classification
Scripts: CART, Logistic
Regression, Naive Baise, Neural
Network, Random Forest, SVM
• Will a sales opportunity win or lose? (Win/Loss)
• Which customers are more likely to renew our service?
(Yes/No)
19
Built-in ML Algorithms
Type of ML Model Models Application Examples
Supervised Learning
Purpose: Numeric prediction
against new date
Numeric Prediction
Scripts: CART, Elastic Net
Linear Regression, Linear
Regression, Random Forest
• How many units do we need to stock in warehouse
inventory?
• How much revenue is anticipated over the next year?
Supervised Learning
Purpose: Prediction against new
data; Classifications/labels are
known
Multi-Classifier
Scripts: CART, Naive Bayes,
Neural Network, Random
Forest, SVM
• What is the next-best product to recommend to a
customer?
• Cross-selling likelihood to what other product/service
offering?
Binary Classification
Scripts: CART, Logistic
Regression, Naive Baise, Neural
Network, Random Forest, SVM
• Will a sales opportunity win or lose? (Win/Loss)
• Which customers are more likely to renew our service?
(Yes/No)
Unsupervised Learning
Purpose: Understand structure of
data without a known classification
Clustering
Scripts: Hierarchical Clustering,
K-Means
• Which customer cohorts are more responsive to
specific types of trade promotions?
• What type of product packaging is more popular in
which location, age group, household income, etc.?
20
Typical Workflow to Use ML with Data
~75% ~25%Historical Data
Training
Data
Validation
Data
Traditional Approach to ML
21
Typical Workflow to Use ML with Data
~75% ~25%Historical Data
Training
Data
Validation
Data
Traditional Approach to ML
Train Model
• Using
Training
Data
Score Model
• Using
Validation
Data
Apply Model
• Using New
Data
1 2 3
22
Typical Workflow to Use ML with Data
~75% ~25%Historical Data
Training
Data
Validation
Data
Traditional Approach to ML
Train Model
• Using
Training
Data
Score Model
• Using
Validation
Data
Apply Model
• Using New
Data
Oracle Analytics ML with Data Flow
Data Flow
Train Model
Function
Historical
Data
ML
Model
Score
1
1
2 3
23
Typical Workflow to Use ML with Data
~75% ~25%Historical Data
Training
Data
Validation
Data
Traditional Approach to ML
Train Model
• Using
Training
Data
Score Model
• Using
Validation
Data
Apply Model
• Using New
Data
Oracle Analytics ML with Data Flow
Data Flow
Train Model
Function
Historical
Data
ML
Model
Score
New Data
ML
Model
1
2
1
2 3 • Option 1: Apply model
directly in visualization
by creating scenarios
• Option 2: Apply model
in data flow to store
prediction in data set
Demo
25
Demo
1. Drag and Drop of Advanced Analytical Functions
Forecasting (HR voluntary/involuntary terminations)
2. Explain Feature for Automated Insights
Exit survey responses (recommending company to others)
3. ML Model Generation
A. Train and score a Binary Classifier ML Model for voluntary terminations
B. Apply created model
Q & A
27
Join us for any one of our eight sessions at Collaborate!
We’re pleased to have been selected to present on key topics from Oracle
Business Intelligence and Oracle EPM to ERP. Meet our experts and enter to
win drawings held at the close of each session!
Meet Our Experts at Collaborate
28
Next up:
[Event] Modern Business Experience
March 19-21, 2019 Las Vegas
[Event] Collaborate 19
April 7-11, 2019 San Antonio
Follow Us Online
• Perficient.com/SocialMedia
• Facebook.com/Perficient
• Twitter.com/PRFT_Oracle
• Blogs.perficient.com/Oracle
Thank You

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Driving Digital Transformation with Machine Learning in Oracle Analytics

  • 1. Driving Digital Transformation with Machine Learning in Oracle Analytics
  • 2. Shiv Bharti Practice Director, Oracle Business Analytics shiv.bharti@perficient.com Mazen Manasseh Director, Oracle Business Analytics mazen.manasseh@perficient.com
  • 3. 3 Agenda • About Perficient • Disruptions in Analytics Market • Steps to Perform Data Discovery and Analysis • OAC ML Models • Typical Workflow to Perform ML • Demo • Q&A
  • 4. 4 About Perficient Perficient is the leading digital transformation consulting firm serving Global 2000 and enterprise customers throughout North America. With unparalleled information technology, management consulting, and creative capabilities, Perficient and its Perficient Digital agency deliver vision, execution, and value with outstanding digital experience, business optimization, and industry solutions.
  • 5. 5 Perficient Profile • Founded in 1997 • Public, NASDAQ: PRFT • 2018 revenue est. $495 million • Major market locations: Allentown, Atlanta, Ann Arbor, Boston, Bozeman, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Houston, Lafayette, Milwaukee, Minneapolis, New York City, Northern California, Oxford (UK), Phoenix, Seattle, Southern California, St. Louis, Toronto, Washington, D.C. (metro) • Global delivery centers in China, India and Mexico • 3,000+ colleagues • Dedicated solution practices • ~95% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards
  • 6. 6 PERFICIENT’S ORACLE BI PRACTICE Fast Facts • Practice Started: 2004 • Projects Completed: 400+ • Management Team: 15 years • 60% of consultants former Oracle Eng. • Oracle authorized education center • Oracle Analytics Cloud (OAC), Oracle BI Apps, OBIEE, ODI • Perficient runs it’s business on Oracle Analytics Cloud (OAC) Solutions Expertise • BI/DW strategy and assessments • Oracle Analytics Cloud (OAC) • Machine Learning/Big Data • OBIEE and Oracle BI Apps • Cloud & on-premises solutions • Custom data warehouse services • Master Data Management • Data integration, discovery, big data • Exadata & Exalytics • Oracle Golden Gate Oracle Specializations
  • 7. 7 Disruptions in Analytics and BI Market Augmented 3  Automation  Machine Learning  Predictive Analytics  Natural Language Query Self-Service 2 Centralized 1  Data Visualization  Adhoc Capabilities  Business Centric Analytics  Common Semantic Layer  Single Source of Truth  Semantic Layer  Pixel-Perfect Reports  IT Centric  Static Reports
  • 8. 8 Autonomous Analytics Equals Augmented Analytics Business Value Agility Centralized Stronger Governance Self-Service Improved User Productivity Data-Driven Business Dashboards Role-Based Access Control Semantic Layer Pixel-Perfect Reports Smart View ANALYTICS CLOUD ANALYTICS CLOUD Data Visualization Data Flows Storytelling What-If Analysis ANALYTICS CLOUD 1-Click Explain Data Enrichment Adaptive & Personalized Analytics Natural Language Query & Narrate © Oracle Corporation
  • 9. Steps to Perform Data Discovery & Analysis
  • 10. 10 OAC for Data Discovery Step 4 Predict Step 3 Analyze Step 2 Prepare Step 1 Discover • Leverage OAC adapters to connect to a variety of data sources • Ingest data into the data lake • Use OAC to replicate data into Oracle Big Data or Oracle DB
  • 11. 11 OAC for Data Preparation Prepare Data Sets • Ease of use: Spreadsheet-like transformations • Remove duplicates, replace nulls, and standardize inconsistent values • Create custom groups and expressions Step 4 Predict Step 3 Analyze Step 2 Prepare Step 1 Discover
  • 12. 12 OAC for Data Preparation Create Data Flows to Map to New Data Sets • Intuitive data transformation flows • Immediate feedback in data preview • Function shipping: Pushdown of execution into sources • Native execution in Spark for data lake • Load data into data sets, databases or Essbase cubes Step 4 Predict Step 3 Analyze Step 2 Prepare Step 1 Discover
  • 13. 13 OAC for Data Analysis Visualize & Present • Automatic chart creation based on intelligent data services • Rich palette of built-in visualizations • Single click trending and forecasting, clustering and outliers detection Step 4 Predict Step 3 Analyze Step 2 Prepare Step 1 Discover
  • 14. 14 OAC for Data Analysis Automatic Explanation of Data Sets • Explore and understand unfamiliar data • Automatic pattern detection • Guide users towards strongest correlated factors and variances from norm Step 4 Predict Step 3 Analyze Step 2 Prepare Step 1 Discover
  • 15. 15 OAC for Prediction Advanced Transforms and Scripts in Data Flows • Time Series Forecast • Predict possible future trends based on past value patterns • Based on ARIMA model • Sentiment Analysis • Analysis of natural language based on term usage • Custom scripts in Python and R Step 4 Predict Step 3 Analyze Step 2 Prepare Step 1 Discover
  • 16. 16 OAC for Predictions Machine Learning Data Flows • Use data flows to build machine learning pipelines • Train and score models through data flows Variety of ML Algorithms • Numeric prediction • Multi-classifier • Binary classifier • Clustering • Customer algorithms Step 4 Predict Step 3 Analyze Step 2 Prepare Step 1 Discover
  • 17. 17 Built-in ML Algorithms Type of ML Model Models Application Examples Supervised Learning Purpose: Numeric prediction against new date Numeric Prediction Scripts: CART, Elastic Net Linear Regression, Linear Regression, Random Forest • How many units do we need to stock in warehouse inventory? • How much revenue is anticipated over the next year?
  • 18. 18 Built-in ML Algorithms Type of ML Model Models Application Examples Supervised Learning Purpose: Numeric prediction against new date Numeric Prediction Scripts: CART, Elastic Net Linear Regression, Linear Regression, Random Forest • How many units do we need to stock in warehouse inventory? • How much revenue is anticipated over the next year? Supervised Learning Purpose: Prediction against new data; classifications/labels are known Multi-Classifier Scripts: CART, Naive Bayes, Neural Network, Random Forest, SVM • What is the next-best product to recommend to a customer? • Cross-selling likelihood to what other product/service offering? Binary Classification Scripts: CART, Logistic Regression, Naive Baise, Neural Network, Random Forest, SVM • Will a sales opportunity win or lose? (Win/Loss) • Which customers are more likely to renew our service? (Yes/No)
  • 19. 19 Built-in ML Algorithms Type of ML Model Models Application Examples Supervised Learning Purpose: Numeric prediction against new date Numeric Prediction Scripts: CART, Elastic Net Linear Regression, Linear Regression, Random Forest • How many units do we need to stock in warehouse inventory? • How much revenue is anticipated over the next year? Supervised Learning Purpose: Prediction against new data; Classifications/labels are known Multi-Classifier Scripts: CART, Naive Bayes, Neural Network, Random Forest, SVM • What is the next-best product to recommend to a customer? • Cross-selling likelihood to what other product/service offering? Binary Classification Scripts: CART, Logistic Regression, Naive Baise, Neural Network, Random Forest, SVM • Will a sales opportunity win or lose? (Win/Loss) • Which customers are more likely to renew our service? (Yes/No) Unsupervised Learning Purpose: Understand structure of data without a known classification Clustering Scripts: Hierarchical Clustering, K-Means • Which customer cohorts are more responsive to specific types of trade promotions? • What type of product packaging is more popular in which location, age group, household income, etc.?
  • 20. 20 Typical Workflow to Use ML with Data ~75% ~25%Historical Data Training Data Validation Data Traditional Approach to ML
  • 21. 21 Typical Workflow to Use ML with Data ~75% ~25%Historical Data Training Data Validation Data Traditional Approach to ML Train Model • Using Training Data Score Model • Using Validation Data Apply Model • Using New Data 1 2 3
  • 22. 22 Typical Workflow to Use ML with Data ~75% ~25%Historical Data Training Data Validation Data Traditional Approach to ML Train Model • Using Training Data Score Model • Using Validation Data Apply Model • Using New Data Oracle Analytics ML with Data Flow Data Flow Train Model Function Historical Data ML Model Score 1 1 2 3
  • 23. 23 Typical Workflow to Use ML with Data ~75% ~25%Historical Data Training Data Validation Data Traditional Approach to ML Train Model • Using Training Data Score Model • Using Validation Data Apply Model • Using New Data Oracle Analytics ML with Data Flow Data Flow Train Model Function Historical Data ML Model Score New Data ML Model 1 2 1 2 3 • Option 1: Apply model directly in visualization by creating scenarios • Option 2: Apply model in data flow to store prediction in data set
  • 24. Demo
  • 25. 25 Demo 1. Drag and Drop of Advanced Analytical Functions Forecasting (HR voluntary/involuntary terminations) 2. Explain Feature for Automated Insights Exit survey responses (recommending company to others) 3. ML Model Generation A. Train and score a Binary Classifier ML Model for voluntary terminations B. Apply created model
  • 26. Q & A
  • 27. 27 Join us for any one of our eight sessions at Collaborate! We’re pleased to have been selected to present on key topics from Oracle Business Intelligence and Oracle EPM to ERP. Meet our experts and enter to win drawings held at the close of each session! Meet Our Experts at Collaborate
  • 28. 28 Next up: [Event] Modern Business Experience March 19-21, 2019 Las Vegas [Event] Collaborate 19 April 7-11, 2019 San Antonio Follow Us Online • Perficient.com/SocialMedia • Facebook.com/Perficient • Twitter.com/PRFT_Oracle • Blogs.perficient.com/Oracle