B
USINESS
I
NTELLIGENCE
Enabling Insights Across the Enterprise
Patrick Callahan
AST Corporation
Practice Director
Business Intelligence
Today’s Pain Points
Business Intelligence in the Public Sector
Stakeholders
Considerations
Business Case
Look at BI and EPM Solutions
Wrap-Up
Lessons Learned
Recommendations
Common BI Challenges
48.2%
40.8%
37.6%
35.9%
24.5%
21.2%
15.1%
10.2%
Data resides in disparate systems
Data is often incomplete or has errors
We don’t get information fast enough to take action
Employees are too busy to use business intelligence tools
Employees receive too much unnecessary business data
Corporate executives do not understand the need for
employees to have access to business intelligence tools
Our business intelligence tools are too complicated
Corporate executives are unwilling to share data with
Common Public Sector Pain Points
Analysis/Action
Performance
Strategy
Executives
& Board
Managers
Analysts
Supervisors
Where to focus resources?
Data trustworthy?
Hard to tell the agency’s story.
How do we compare to peers?
What to focus on?
How to measure/baseline?
Timeliness of data.
Compliance with regulatory
inquiries.
Customer concerns.
Lack of time to analyze data.
Time consuming to obtain data.
Manual processes are error prone.
Too many sources of data to
manage.
Support
Information Technology
Architecture does not support
Analytics.
Findings from Our Customers
“Its scary how many of our ‘business rules’ are embedded in
spreadsheets”
“To do my job, I need to ask 15 different people for 30 different reports”
“When it comes to data and reporting, its always ‘I’, but ‘we’, as an
“Exception reporting and alerts would certainly help me”
“We have invested millions in key systems. Investing in a modern
reporting/BI strategy will enable us to get value from those systems”
“I spend half my day collecting and reporting on data in
Business Intelligence in the
Public Sector
Public Sector’s Many Stakeholders
Customers Community Government Business Agencies Watch Dog GroupsStakeholders
Deploying a BI solution for the public sector is
not the same as for private organizations
Radical differences exist in terms of
Regulation compliance needs
Operational modes
Organizations’ strategic goals
Success of a BI solution deployment in the
public sector relies on ensuring that each data
consumer (i.e. stakeholder) has access to the
required information in the way it’s needed
Also ensuring that all processes occur with transparency,
compliance, and accuracy
There are special considerations for Business Intellience
initiatives in Public Sector
Transparency of both information and process
Compliance with regulations that includes visibility of
operations
Budget constraints that must be observed
Institutional Goals to be tracked and ultimately
accomplished
Service Levels maintained
Public Access to information
Transactional
Reporting
Query,
OLAP/DW
Performance
Management
Inc
re
as
ing V
al
ue
“Explore my data”
“How am I doing vs. goals?”
“What is my best opportunity?”
“What should I do next?”
“What should I do now,
at the moment of contact?”
Fact-Based
Actions
Intelligent
Interactions
• How many constituents have been contacted?
• How many programs have been • What constituent services are we
providing the most ?
• Based on the current expense rate, which departments will exceed their budget?
• Where do I stand in meeting my department’s annual goals? • How should we allocate time and
resources against our most valuable initiatives?
• What services and programs are producing the most impact? • Based on all the interactions this
constituent has had, what would be the best services to offer, in priority order?
Examples
Transactional
Reporting
Query,
OLAP/DW
Performance
Management
Inc
re
as
ing V
al
ue
“Explore my data”
“How am I doing vs. goals?”
“What is my best opportunity?”
“What should I do next?”
“What should I do now,
at the moment of contact?”
Fact-Based
Actions
Intelligent
Interactions
• How many constituents have been contacted?
• How many programs have been • What constituent services are we
providing the most ?
• Based on the current expense rate, which departments will exceed their budget?
• Where do I stand in meeting my department’s annual goals? • How should we allocate time and
resources against our most valuable initiatives?
• What services and programs are producing the most impact? • Based on all the interactions this
constituent has had, what would be the best services to offer, in priority order?
Examples
Public Sector Analytical Needs Are Expanding
• Easier access to consolidated data
• Facilitates meeting your reporting requirement
• Better support for audits
C
OMPLIANCE
• Revenue segment tracking
• Funding initiatives
• Recapturing opportunity loss
F
UNDING
/R
EVENUE
G
ENERATION
• Single point of data consolidation
• Reallocation of resource time
• Elimination of redundant activities
C
OST
R
EDUCTION
• Centralized business rules
• Data governance support
• Alerting capabilities
R
ISK
A
NALYSIS
C
Aligning to the Goals
Improve
Services
Develop an
Effective
and
Efficient
Workforce
Enhance a
Safety-Conscious
Culture
Business
Intelligence
solutions are
most effective
when metrics &
KPIs reflect the
organization’s
strategic goals
and objectives
…and when the
solution can
adapt to
organizational
shifts in
priorities
Management
Processes Are
Fragmented
Lack of business
alignment
Low predictability
in performance
Inconsistency in
business
decisions
Today’s Reality…
Plus, spreadsheets add to the challenges
Effective, Best Practice Processes
Purpose Built for Public Sector Needs
Oracle Hyperion
Streamlined integration with EBS Applications,
including Drill-Back capabilities
Oracle Business Intelligence 11g
Interactive
Dashboards
Geospatial
Visualization
Office
Integration
Mobile
Reports
Applications
& Portals
Search
Queries
Ad-hoc
Scorecards
Most Powerful End User Experience
Prebuilt Solutions for EBS, PeopleSoft and more
Best Practice Analytic Workflows
For common workflows, BI Apps allow users to gain insights and take action.
High-level metrics promote analyses across many paths with detailed data.
Total BI Platform Ownership Cost
Oracle has lower
cost than every other
enterprise-class
vendor
Organization Often Needs Education on “BI”
Reinforce their opportunity to become “smarter”
One Size Doesn’t Fit All
Users across the organization have different requirements,
though the KPIs ought not to change much
Business Rules Will Differ Across Organization
Agreeing on the business rules and calculations will take time
Centralizing the rules is key
Data Quality Can Be Challenging
Specialized routines for data cleansing may be required
Data Validation & Acceptance Is Crucial
Ensure Sponsorship is Clear
Possible mandates to use/accept of new data and reports
Utilize Best Practices and Industry Standards
There are many great sources - pre-built solutions help
Focus on Organizational Change Management
Consider initiatives to improve adoption
Provide Capabilities for Different Users
Ad-Hoc capabilities for “super users”
KPI dashboards for senior management and executives
