1. Best Practices for Implementing
Oracle Business Intelligence Cloud Service
Oracle Open World – October 29, 2015
Tyler Wilson, ERP Application Manager - CPI Card Group
Mazen Manasseh, Senior Solutions Architect - Perficient

2. About Perficient Leading Technology Consulting & Solutions Firm
Founded 1997
$450M+ in annualized revenues
25 locations in North America
employees
85% of revenue from recurring clients
Leading Industry Verticals: Financial Services, Healthcare, Life Sciences, Retail
Oracle Platinum Partner - Practices
Business Intelligence (BI)
Enterprise Performance Management (EPM)
Enterprise Resource Planning (ERP)
Middleware/SOA
Customer Experience/Relationship Management (CX/CRM)
Oracle Certified Education Partner
Key Differentiators
Focused expertise, lower cost, faster time-to-value
Highly-experienced consultants
Better depth, scope & scale than local boutiques
National Business Units focused on Industries and Technologies
Project size, Breadth of Expertise
Depth of Expertise, Efficiency & Value, Client Importance

3. About CPI Card Group
Largest US Provider of Plastic Credit and Debit Cards
20 years in operation
$338M+ in revenue 12 months through June 30th
7 locations in North America, 2 locations in the UK
employees
Over 4000 customer direct and indirect
Industry leaders in Financial and Pre Paid Market
Diverse Information Systems
Monarch ERP by EFI
Custom operational ERP system two sites
Sage MAS 90
Oracle Hyperion Financial Management
Oracle Hyperion Planning
Oracle Essbase
Oracle Sales Cloud
HFM
Business Intelligence Drivers
Lack of systems integration
No single source of truth
Cost of report development
No ad hoc capabilities for users

4. CPI Card Group’s Analytics Strategy

5. BICS Road to BICS Timeline
1. Define Strategy
2. Engage Team
3. Define Reqs
4. Fact Based Demos
5. Buy In
6. Build Momentum
Timeline
January: Define strategy, engage team, define requirements
February: Demonstrations Microstrategy, Domo, Qlikview, Tableau, BICS to team
March: Technical review, functional deep dive for top vendors
April: Proof of concept, final decision, contract execution
May: Project kickoff

6. Objectives Project Success Criteria
Deploy a fully interactive Financial Dashboard on Oracle Cloud Analytics platform making corporate data easier for Business users to access.
Long Term Objectives
Deploy a Scalable reporting platform that can support CPI Card Group’s needs today and future growth.
Support the ability to provide cross-enterprise information analysis and interactive dashboards that support detailed drill down functionality.
Project Approach
Perficient will use proven expertise, leading practices and Cloud Analytics deployment methodology to meet CPI Card Group’s Financial Dashboard and Reports need.

7. Solution Deliverables
Deploy Oracle BI Cloud Service (BICS) with Oracle Schema Database
Automate ongoing data updates using the Oracle Data Movement Tool (Oracle Data Sync)
Build a financial dashboard with 14 reports
Build 13 Reporting Stars: 13 Facts and 15 Dimensions
Provide a reporting subject area which supports ad-hoc self-service reporting
Support mobile accessibility of dashboard
Create test strategy and scripts to validate the reports
Perform QA and UAT testing
Provide training and Knowledge transfer

8. Cloud Data Warehouse Modeling
Main Dimensions
GL Account
Company
Natural Account
Cost Center
Division
Customer
Time
Sales Rep
Sales Class
Order
Invoice
Job
Employee
Main Facts
Sales Transactions
Invoice Lines
Order Lines
Printing Jobs
Shipments
Closed Jobs
Financial Summary
GL Journals
Backlog Fact

9. New BI Cloud Architecture
Oracle Cloud
Automated
Data Management
(ETL) Process
Analytics
Users
Monarch ERP
Web based
Metadata Creation
Data Sync
EA Schema
Hyperion FM
Oracle DB
Schema Service
Oracle BI
Cloud Service
Planning
Essbase
Custom Apps
Flat Files
Receivables Accounting

10. Project Timeline Phase 1 1 Dashboard 14 Reports 13 Reporting Stars
13 Facts
15 Dimensions
May 11
May 18
May 25
Jun 1
Jun 8
Jun 15
Jun 22
Jun 29
Jul 6
Jul 13
Jul 20
Jul 27
Aug 3
Aug 10
Aug 17
Aug 24
Requirements & Design
Build
Test
Go-Live
8/25/2015
IT BICS Training
Project Management / Change Management
Knowledge Transfer
Phase 2
1 Dashboard
10 Reports
4 Reporting Stars
4 Facts
14 Dimensions
Aug 31
Sep 7
Sep 14
Sep 21
Sep 28
Oct 5
Oct 12
Oct 19
Oct 26
Nov 2
Nov 9
Nov 16
Nov 16
Nov 23
Requirement & Design
Build
Test
Phase 2 Release
User Training
Project Management / Change Management

11. Management Recommendations
Requirements
Prioritize
Breakdown scope into smaller phases
Gradual adoption
Drill down to detail reports (i.e. GL Reconciliation Reports by GL Account) are essential for User Acceptance Testing
Training
Invest in IT training early on in the project
Train users to build their own reports
Document Star Diagrams and Data Dictionary to facilitate self-service reporting

12. Technical Recommendations
Data Sources
Know your data sources: table relationships, what defines a unique record, updates, deletes
Design to scale out from the start
Look for the true source of the data
Support incremental data loads whenever possible
Create Indexes on primary and foreign keys
Test data before building reports
Make sure you are not losing records when joining tables in Data Sync
Ensure fact records without corresponding dimension values can be reported on
Sourcing data from multiple sources
Transform to the BICS data model rather than the source system
Ensure target data types accommodate all data sources