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MicroStrategy 10 : Successfully convert your Cognos Environment

Robb Rogers – Senior MicroStrategy Consultant

Monte Stewart – MicroStrategy Professional Services

Manager

(2)

Audience Poll

(3)

Audience Poll

(4)

Audience Poll

(5)

Audience Poll

(6)

Audience Poll

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Audience Poll

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Session Overview

Topics Covered

 “Real-Life” Case Study for Cognos Conversion

 MicroStrategy Professional Services

 Competitive Overview

 Why Organizations Upgrade from Cognos to MicroStrategy

 Types of Conversions

 How to decide “What works” for your organization

 Conversion Acceleration program, tools and options

 Demo

 Summary

 Q&A

(9)

Real Life Scenario

Welcome to MicroStrategy

 Congratulations! Your organization just purchased the Best BI Enterprise platform on the planet which is MicroStrategy 10.2

 You have been asked to lead the effort

 What now?

 Where do you start?

 How do we transition?

 When?

 Why?

 The task migrate 600 Reports Cognos to MicroStrategy with a hard very tight timeline.

 Seriously

(10)

Monte Stewart

Over 10 years of experience in Business Intelligence, Visualizing Data and Reporting.

Over 5 years of experience with MicroStrategy leading complex integrations, conversions and solutions.

Passionate about customer

engagements, successful solutions and unearthing “hidden” answers in big data.

MicroStrategy Professional Services

About Us

Robb Rogers

Over 15 years in Business

Intelligence. Have worked in many industries including health, retail, manufacturing and government.

Eight years as MicroStrategy

Consultant based in Texas. Have

led 30+ MicroStrategy projects.

(11)

MicroStrategy Professional Services at a Glance

Accelerate our customers ability get the most from MicroStrategy products from strategy, conversion and execution. Professional Services has developed, applied and refined methods for delivering leading-edge technology solutions with a track record of success.

 The largest staff of MicroStrategy Certified Engineers

 Dedicated to Business Intelligence Success and Conversions.

 Over 2,000 projects completed per year

 Over 1,000 unique customers served per year

 Offices across North America, Latin America, Europe, Africa, and Asia

 We have completed hundreds of

conversions

(12)

I NDUSTRY A NALYST

Get unbiased perspective from one of the top industry analysts – BiScorecard

15

Source: BI Scorecard® Strategic and Product Summary – Q4 2014.

Industry Analyst

Get unbiased perspective from one of the top industry analysts – BiScorecard

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“BI Scorecard is the only analyst firm that tests BI suites hands-on, based on over 300

detailed criteria, and with the customer perspective in mind.”

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Gartner comments on MicroStrategy 10

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Gartner’s “Modern BI and Analytics Platform Architecture”

Source: Gartner

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MicroStrategy 10: Best in Class BI and Analytics Platform

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Why Organizations Upgrade from Cognos to

MicroStrategy

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Report Designers Create One Report and Can Render it on All Devices

Web

PDF

Flash

iPhone

BlackBerry

iPad

Microsoft Office Multiple Report

Designs

Cognos

Multiple Rendering

Engines Multiple Rendering

Engines Multiple Rendering

Engines

Multiple Report Designs

Multiple Report Designs

MicroStrategy BI

Web

PDF

Flash

iPhone

iPad

Microsoft Office Single Report

Design

MicroStrategy Universal Rendering Engine

(18)

Typical Issues Reported by Cognos Customers

Multiple Interfaces and Loosely

Integrated

Difficult to Upgrade Poor Support and

Increasing Maintenance Cost

Difficult to Administer and

Maintain Inadequate

Mobile BI Poor Performance

& Scalability

(19)

Fully Integrated Architecture Ensures Full Object Reuse and Easy Upgrade

MicroStrategy Upgrade Path

• Single Metadata

• Organic Architecture

• Single Admin architecture

• Single Security Architecture

• No Acquisitions

• No Integrations

• In-line product upgrades

v1

v2

v4

v5

v3 8.0 9.0

7.0 7.5

8.1 9.4 10.2

Cognos Upgrade Path

• Multiple product architectures and meta-datas

• Many technology acquisitions

• Multiple migrations

(20)

MicroStrategy a Modern Platform

What you need to know

(21)

Architectural Efficiency – Parallel In-Memory Processing

State-of-the-art in-memory architecture for higher scale and better performance

Core 1 Core 2 Core 3 …………. Core 16

DATA DATA DATA

………….

DATA

16 core CPU

PRIME Cube

2B 2B …. 2B

MicroStrategy PRIME is designed to deliver high performance analytical applications running on large data sets

21

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Big Data – Native Connectivity to Big Data

Realize the full potential of your data by natively accessing HDFS

1 Direct connectivity to HDFS: MicroStrategy’s Big Data Engine can natively tap into HDFS. It generates the schema on read and hence make Hadoop more suitable for ad hoc querying.

2 Bypass Hive, no tedious ETL from HDFS to Hive: MicroStrategy’s native connectivity saves users from the tedious process of ETL from HDFS to Hive and consume unstructured data in Hadoop. Also, helps in overcoming any ODBC overhead that comes with Hive.

3 Parallel data load from HDFS: Big data engine enables parallel loading of data from HDFS, hence much faster than single thread ODBC connection. The unified architecture ensures that users can benefit from other platform capabilities like leveraging PRIME architecture when bringing Hadoop data in in-memory.

4 Wrangle HDFS files without relying on IT : MicroStrategy’s data wrangling capability is integrated with the native connectivity. It enables users to cleanse and refine their data through an intuitive interface and make the Hadoop data ready for analysis.

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MicroStrategy Analytics

Hadoop

HDFS

Big Data Engine

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1 Multi-factor authentication via secure biometrics, device validation, and secure code: With MicroStrategy Usher, users can securely log in to their MicroStrategy applications using their smart phones. It replaces traditional forms of enterprise identity such as IDs, passwords, and tokens, with mobile identity badges securely delivered on a smartphone.

2 Convenient and password-free user validation:

Business users can instantly connect to their application without the hassle of entering and remembering their user credentials, thus, simplifying the user experience and eliminating the vulnerability with storing and typing user credentials to access critical systems and information.

3 Geo-fenced environment access: Administrators can control user access based on a specific location, thus, limiting users to access critical reports only when in a specific area and enhancing security.

4 Time-based access restriction: Administrators can control user access to a particular time period, limiting users to access a secure report for a specific time only.

Log into applications without the hassle of remembering and entering passwords

Secure Identity

Secure and seamless way to verify user identity

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Enterprise-grade security for every business

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1 Agile modeling (self-service data Import): MicroStrategy Data Import allows users can easily connect to data sources and pull in data for analysis. MicroStrategy will automatically create a semantic layer behind the scenes that can be shared and governed.

2 Out-of-the-box connectors for your data lake: Connect to almost any data source, including files, databases, appliances, OLAP\MDX, Hadoop, cloud sources like Google BigQuery, Dropbox, Google Drive, Google Analytics and social sources like Facebook and Twitter.

3 Multi-source data import: Users are not restricted to importing data from just one data source. It’s easy to combine data from many different data sources into a single in-memory structure.

4 Automatic join detection: Relationships in data are automatically identified and appropriate joins are generated.

5 Automatic data enrichment: Data attributes like Geographical and Time data are automatically identified and enhanced. For example, if you have a country column in your dataset, MicroStrategy will automatically generate the latitudes and longitudes for each country so you can easily plot the data on a Geographical Map for visualizing it.

6 Automatic semantics detection: MicroStrategy distinguishes dimensions and measures automatically by looking at characteristics of the data like data type and cardinality. Users can easily change data elements from dimension to metrics if need be.

7 Connect live or create in-memory dataset: Users can either connect to a source and pull data into memory, or choose to connect “live” to a data source. The latter allows user to retrieve and render only the required slice of data that they are interested in analyzing. At any moment, users have the flexibility to toggle from a live connection to an in-memory cubes and back again.

8 Graphical view of data: MicroStrategy provides a simple drag-and-drop style graphical query builder.

Business users with little or no knowledge of SQL can easily define data relationship and create their own data model through the intuitive graphical interface

Superior Self-Service – Easy Data Access (Data Import)

Easily import and combine data from many different sources

DB Cubes

Files Big Data Social Data

Cloud Data Web Data

MicroStrategy data import

Easily access and combine data from many different places

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1 Self-service data prep/wrangling: Data Scientists and Business Analysts can spend as much as 80% of their time cleaning and preparing data before getting to Data Discovery. MicroStrategy’s new Data Wrangling functionality

automatically generates predictive transformations as users interact with their data. Analysts can quickly clean data for analysis by using our extensive library of built-in functions.

2 Predictive transformation functions: As users interact with the data, they are presented with a list of possible transformations that can be applied to clean the data. This helps users to clean their data with limited or no learning curve.

These Predictive transformations functions are generated based on whether user is clicking on a cell, a column or a few characters in a cell.

3 History script: Every transformation that the user applies to clean the data is recorded as a script. Users can anytime undo-redo these operations which provides a great deal of flexibility. This script is stored with the dataset and can be reused anytime the user updates the data or incrementally adds new data.

In addition, this script can be exported so that the same steps can be applied to other datasets as well.

4 Large library of transformations functions: The data wrangler product ships with a wide variety of functions that help the user to Split, Extract, Dedup, Delete, Find & Replace, Fill, Concatenate, Pad, Remove whitespaces, Cluster, Check cardinality distribution and many others.

Superior Self-Service – Easy Data Preparation (Data Wrangling)

Cleanse data and prepare it for analysis with just few clicks

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Predictive transformations that are suggested based on user interactions with the data.

Every transformation applied by the user is stored

as a script which can be reused during data refresh

or exported for other datasets

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• Color by

• Drag and drop

• Auto geocoding

• Visual selections

• Size by

• Break by

• One-click actions

• On-the-fly data blending

1 Intuitive data exploration with built-in best practices for data discovery: MicroStrategy provides a drag-and-drop interface for data exploration and rapid dashboard development. The interface is designed to provide a highly productive, powerful and intuitive experience for performing data analysis. A number of visual exploration best practices are embedded within the product. For example, auto geocoding, auto time hierarchy creation, and multiple drop zones like color-by, and size-by for easy multidimensional analysis. Intuitive visual selections for performing filtering actions and many one-click actions enable fast, iterative, visual data exploration.

2 Self-service data blending capability: Business users can easily combine data from different data sources on-the-fly. Users can also blend data from flat files like Excel sheets with databases or even modeled data. This provides a high degree of data analysis flexibility.

Superior Self-Service – Intuitive Visual Exploration

Perform data analysis quickly and iterate rapidly to get to insight faster.

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Intuitive visual exploration

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1 Native apps provide immersive user experience: Fully native apps for iOS and Android devices provide an immersive user experience by fully utilizing the native device capability like GPS, camera, sensors and the native user interface components.

2 Deliver multimedia content through mobile app: Deliver multiple forms of information (PDF, Videos, Presentations, etc.) within the same App with the capability of connecting to a WebDAV or SharePoint environment, accessing objects online and offline.

3 Actionable mobile apps: Implement transactional capabilities into the information driven mobile apps to not only monitor but also act on information. These transactions can be either performed online or offline through the device.

4 Create workflow-driven apps: High degree of design flexibility to build multiple screens and combining them into a single workflow-driven app or dashboard.

5 Deliver rich apps on small screen devices: Ability to do screen design and workflows provide powerful capabilities to build apps for small screen devices.

6 Powerful offline interactivity: Interact with the dashboards without network connectivity. Perform transactions and access multimedia offline.

7 Seamless collaboration: Annotation and highlighting, adding notes and sharing insights directly from Mobile.

8 Highly secure: In addition to fully leveraging powerful platform security infrastructure, there are many additional mobile specific security enhancements, such as, partnership and integration with MDM and secure containers like Good Technologies, AirWatch and MobileIron.

9 Mobile activity monitoring: Capture fine-grained statistics on mobile usage such as which screens are most frequently accessed, manipulations, query times, usage patterns, app adoption, GPS location, app & OS versions and devices and much more.

10 Geospatial analytics: MicroStrategy Mobile integrates with the maps provided by the respective Mobile OS (Google Maps and Apple Maps). Integration with the device GPS enable creation of stunning location-aware geospatial visualizations.

Native Mobile Apps

Mobile experience that users love

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Immersive experience on mobile

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1 Data written back to the data source: MicroStrategy Transaction Services can not only write back to the data warehouses, datamarts, and

ERP/Operational Systems, but also to Web Services Applications (like Salesforce.com).

2 Multiple formats of data input supported: Multiple control styles for data input are supported such as – text/numeric fields, calendar dates, time, binary values, drop-down lists, slider, steppers, switches, and camera.

3 Transactional mobile intelligence: The transaction capabilities are available through MicroStrategy Mobile Apps and allow performing closed- loop analysis by providing the end users the power to act on information. In addition, the ability to provide transactional capability expands the use case of mobile apps to go above and beyond pure BI use cases. For example, creation of time and expense approval apps.

4 Offline transactions: Field employees often have limited connectivity to network. MicroStrategy’s ability to support offline transactions on Mobile allow field employees and mobile users to be productive with or without the network connectivity.

Transactions and Write-back

Build actionable dashboards and mobile apps

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Transaction services is fully integrated into MicroStrategy’s organically grown platform

MicroStrategy Transaction Services MicroStrategy Web MicroStrategy Mobile

Web browsers

MicroStrategy Report Services MicroStrategy Intelligence Server

data warehouses datamarts er p systems operational systems web applications

Mobile devices

XQuery for Web Services Applications (using freeform XQuery editor) SQL for database

transactions (using freedom SQL editor)

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A DVANCED A NALYTICS

Mine data for useful insights and predict business performance

1 Robust Integration with R: The MicroStrategy R Integration Pack makes it easy for anyone to deploy sophisticated R Analytics. R Scripts execute inside the BI engine so there is no server required. Centralized R Scripts Repository enables easy deployment of analytics from development to production. All R packages are supported.

2 Off-the-shelf R scripts: MicroStrategy provides a large number of pre- configured R analytics like ARIMA, Stepwise Regression, k-Means Clustering, Pairwise Variable Correlation, Random Forest, Naive Bayes, and many others. Users with little or no R experience can easily perform sophisticated analysis.

3 Import predictive models: MicroStrategy Data Mining Services enables organizations to maximize their investment in data mining products by importing their Predictive Model Markup Language (PMML) and seamlessly encapsulating the model as a predictive metric for use with any report or document.

4 Large library of analytical functions out-of-the-box: More than 300 OLAP, mathematical, comparison, financial, data mining, and statistical functions can be used to perform sophisticated analysis.

10 Advanced Analytics

Mine data for useful insights and predict business performance

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300+ analytical functions out-of-the-box provide enough capabilities for most organizations

Integration with 3

rd

party tools

like SAS, R, and SPSS for

additional capabilities

(30)

P ERFORMANCE AND S CALABILITY

Highly scalable BI platform with superior performance

11

1 Push-down architecture: MicroStrategy is widely recognized by industry analysts &

customers as a highly scalable enterprise BI platform. MicroStrategy leverages the database to its fullest extent by pushing data joins and analytic calculations to the database whenever possible.

2 High performance multi-pass SQL: Multi-pass SQL queries provide greater analytical power and minimize the amount of data that is pulled back to the mid-tier. MicroStrategy’s SQL engine is one of the most sophisticated in the industry and leverages multi-pass SQL in order to increase performance.

3 Automatic aggregate awareness: MicroStrategy maximizes database usage and enhances performance by making use of data warehouse optimization techniques like aggregate tables and table partitioning.

4 Parallel SQL execution: Multiple passes of SQL can be executed in parallel to improve query performance.

5 MicroStrategy PRIME: MicroStrategy PRIME enables faster data loads with the capability of parallel ODBC data fetch and hence faster cube publishing. With Prime, users are no longer restricted to 2B rows per cube. This is possible due to data partitioning across several cores of a CPU and to be able to split the data within the cube into multiple 2B chunks

6 Powerful query engine: MicroStrategy’s Engine performs enterprise-wide, cross- functional data analysis. Create powerful analytical objects that require use of temp tables, derived tables, and common table expressions.

7 Dynamic multi-level caching: MicroStrategy provides automatic caching at multiple levels, including element list, metadata object, report dataset, XML definition, document output, and database connection caching.

8 Proven scalability: MicroStrategy has been recognized as a clear leader in data volumes by leading industry analysts like BARC (The BI Survey) and Gartner (Business Intelligence and Analytics Magic Quadrant.)

Performance and Scalability

Highly scalable BI platform with superior performance

Minimum data movement across the network Multi-pass SQL

Push-down joining uses The DBMS engine

Multi-dimensional business model

Join across databases happen at the client side

Heavy data movement across the network

Other BI vendors MicroStrategy

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A DMINISTRATION E FFICIENCY

Higher efficiency using administration and automation tools

1 Workflow automation: MicroStrategy System Manager merges different administrative tasks, such as creating users, starting or stopping server, and many others into a single workflow. It is also possible to combine non- MicroStrategy processes into the workflow.

2 Object management and migrations: MicroStrategy Object Manager facilitates metadata life cycle management. The presence of a single metadata repository increases change management accuracy and efficiency.

3 Automated integrity checking: MicroStrategy Integrity Manager automates the report comparison process and verifies the consistency of reports by comparing both the SQL and the pixels of copies of reports and highlights any inconsistencies. This automated process eliminates the need of manual consistency checking, resulting in huge time savings while upgrading to a newer versions or during object migrations.

4 Automatic creation of most useful cubes: Cube Advisor recommends and automatically creates an optimal set of In-memory Cubes based on usage patterns of users accessing the BI system. This process considerably reduces administration workload and provides an efficient way to quickly improves response times of the most time consuming and frequently accessed reports.

5 Automated command line scripts: MicroStrategy Command Manager reduces repetitive and time consuming administrative tasks through automated command line scripts.

6 Automatic change journaling: MicroStrategy’s Change Journaling system automatically captures and logs changes to all metadata objects, such as attributes, metrics, and reports. Change tracking is critical for Sarbanes-Oxley compliance. Persistent commenting allows distributed development teams to communicate with one another about their changes.

7 Out-of-the-box monitoring across the platform: MicroStrategy Enterprise Manager provides out-of-the box platform monitoring with hundreds of KPIs and corresponding dashboards to perform impact analysis, auditing, and tuning of the BI application. Administrators can also easily monitor mobile app usage to not only learn about user behavior but also enhance the mobile applications accordingly for an optimized user experience.

12 Administration Efficiency

Higher efficiency using administration and automation tools

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OTHER BI TOOLS PROVIDE LIMITED ADMINISTRATION

(32)

1 Object reusability minimizes manual effort: MicroStrategy’s unified platform and object-oriented development ensure that any change is propagated to all related objects, ensuring one “version of the truth” and reducing IT development and maintenance efforts. Object prompts enable personalized views of a single report for efficient reuse across hundreds of users.

2 Self service BI offloads work from IT: MicroStrategy Visual Insight allows business users to quickly create visualizations and dashboards and serve themselves and even others. As a result, the workload of IT is reduced.

3 Highly automated administration and maintenance increases efficiency: MicroStrategy provides administration tools to easily automate manual tasks including life cycle management, data integrity checking, and platform monitoring.

4 Do more with less: Leading industry analyst studies conclude that IT personnel cost is the single largest factor affecting BI TCO and accounts for over 75% of the total cost of ownership. MicroStrategy serves the highest number of end users per IT administrator making the MicroStrategy platform highly TCO-efficient.

Total Cost of Ownership (TCO)

MicroStrategy offers highly efficient platform that provides significant TCO benefit

32

“[MicroStrategy] Deployments serve, on average, 773 users per IT administration user — the highest score in the survey.”

– Gartner Magic Quadrant for Business Intelligence and Analytics Platforms, 2014

(33)

The Right Approach to Success

Converting Techniques / Methodologies

(34)

Typical Conversion / Migration Approaches

“Board Room Chatter” Typical Approaches to MicroStrategy Conversions

1. Convert as is (one to one)

1. Convert existing reporting environment as it exists today 2. Mulligan (Do over) and do it right “this time” approach

1. Completely re-design / re-architect existing reporting system 3. Optimized Conversion

1. Convert and enhance

4. Coexistence with other BI products (On-Top of…)

1. Hook into existing BI platforms… Mobilize

(35)

MicroStrategy uses two basic conversion approaches:

There are Two Basic Conversion Approaches

Approach 1:

Direct Conversion

Approach 2:

Optimized Conversion

Work:

• Re-create Cognos Catalogs

• Re-create Cognos reports

• Used mainly for Proof-of-Concept purposes Result:

• Faster conversion of small environments

• Utilization of existing work (e.g., Prompting)

Work:

• Detailed report analysis to eliminate report redundancies

• Re-create the Cognos reports

• Revise data model for higher performance Result:

• More efficient environment that fits requirements

• Makes better use of MicroStrategy strengths

• More time consuming and potentially higher cost

(36)

The conversion process

How will your conversion be done ? How easy will it be ?

Cognos MicroStrategy

(37)

Conversion Process Overview

Phase 1 Plan

• Review existing implementation

• Closely involve key stakeholders

• Small tests/POCs to verify assumptions and plans/Staged conversion of large environments

Phase 2 Implement

• Deploy development, test, and production environments

• Educate developers and end users

• Continuous communication with key stakeholders

Phase 3 Optimize

• Monitor environment after production implementation

• Plan for long-term optimizations and governance

• Optimization is an on-going process as usage evolves

(38)

A Majority of Prior Investments Can Be Reused

Estimated Cumulative Effort to Establish the BI Environment

Estimated Incremental Effort to Convert to MicroStrategy Identify Sources of Data –

10%

Design / Refine Data Model – 15%

Set Up ETL and Data Cleansing – 35%

Tune Warehouse – 10%

Create

Universes/Models – 5%

Establish Report/

Dashboard Specs-10%

Convert Universes/Models Convert Reports

Create

Cognos reports- 15%

Re-create Reports &

Dashboards – 15%

Identify Sources of Data – 10%

Design / Refine Data Model – 15%

Set Up ETL and Data Cleansing – 35%

Tune Warehouse – 10%

Establish Report/

Dashboard Sepcs-10%

reuse reuse reuse reuse reuse

Estimate d Cu mul ative Ef fort

In most circumstances,

reuse of prior investment can be as high

as 80%

Re-create Schema – 5%

(39)

Cognos Conversion Case Study

Robb Rogers

(40)

Company upgrading Windows, Cognos ver not supported

Opportunity to evaluate MSTR

Performance was a problem

Complex security model

Conversion must be done quickly

5 Cognos Catalogs

 Enhanced data warehouse design data warehouse to reports faster

 ‘As is’ conversion

 1

st

MicroStrategy project for a new customer

Why MicroStrategy?

Implementation Higlights

Large Gaming Company migrated from Cognos to MicroStrategy

B E N E F I T S

Lower cost

Eliminate support of Cognos

Improved Performance

Offload many calcs from EDW to analytics engine (i-server)

Stable/ Supported platform BI infrastructure supported by IT

Greater ease-of-use

Powerful ad-hoc tools available

Improved Productivity

Able to create Joiner reports

could not be done in Cognos

(41)

Overall Approach

 Assessment Study

 Scope

 Priorities

 Establish Migration Approach

 Develop Migration Roadmap

 Design & Implement

 Project Team

 Architect ‘as is’ reporting

 Change Management

 Impact to MSTR Environment

 Training

 End Users Expectations

(42)

Conversion Assessment

 Scope

 Extensive Requirements Gathering

 Modules:

 Gaming - Slots

 Labor

 Gaming – Tables

 Hotel

 POS …

 Total population of 570 Core Reports

 Extracted Cognos SQL from reports

(43)

Typical Migration Report Reduction

BusinessObjects/Cognos Inoperative

reports

Old/Unused reports

Candidates for combining into

one report

Candidates for combining into one report Typical report reduction ratio is 7:1 to 10:1

depending on complexity of your environment

TARGETS FOR CONVERSION

Private Copies

of

Public reports

(44)

Client Conversion Assessment

 Scope cont.

 Determine Core reports to develop – Phase I

 Candidates for combining

All Reports 15300

Ad-hoc (14430)

Duplicates and User Copies (70)

Combining (prompts) (500)

Total to be Built 300

(45)

Conversion Assessment

 Scope

 Establish Migration Approach

 “Like for like” – Build schema / metrics to mimic BO SQL

 All Web based

 No Free-Form SQL because of bad experience with Cognos

 Establish priorities / order of implementation

(46)

Design / Implement

 Blended Project Team

 MicroStrategy On-Shore

 1 Architect

 1 Lead Developer

 1 Technical Lead

 1 Team Lead

 1 Part-time Project Manager

 MicroStrategy Off-Shore - GDC

 4 Dedicated MSTR Consultants

(47)

Design / Implement

 Develop Detailed Project Plan for Conversions

(48)

Design / Implement

Project Flow – Serial Catalog Conversions

 Blended Team

 1. On-shore Team

 SQL Report Analysis

 Developed Logical Data Models for Data Warehouse

 Maintained documentation for changes to ETL / Physical Data Warehouse

 Built MSTR schema objects and metrics

 2. GDC Team

 Built reporting objects – prompts / filters

 Build Reports

 Unit test reports

 3. On-shore Team

 Fix any discrepancies

 Coordinate with Customer for testing

 User Review Reports / Sign-off

(49)

Change Management

 Impact to MSTR Environment

 New environment

 Sized by MSTR Professional Services

 I-Servers to support large cubes (lots of memory!)

 Training

 Client used PEPs - Perennial Education Pass

 Included training to perform ad-hoc

(50)

Challenges

 Cognos Outer Joins

 Logical views (put into the select whatever join you want)

 VLDB settings (changes default join from inner to outer)

 Report metric settings (report options – inner / outer joins for metrics)

 Theta Joins

 Joins that use >,<

 Managing Project Scope

 Users wanted to add more reports

 Moved to phase II

 Cognos uses flat files as data sources for prompts

 Using flat files eliminates goal of ‘single version of the truth’

(51)

Client Benefits

 Functional Benefits

/ All their Core reports needs consolidated into a small number of reports / Extensive use of advanced, dynamic prompting

/ Substantial performance improvements

/ No hard-coded SQL – allows for a single version of the truth

 Advanced End User Benefits

/ Access to full functionality of the MicroStrategy interface (for development / ad-hoc)

/ All data and information will be readily available in a common structure for immediate consumption in various formats – Excel / Web

/ Enjoy the benefits of common metadata: fast development

(52)

A History of Success

Convert/Migrate any environment

(53)

MicroStrategy

“Success Stories”

®

(54)

MicroStrategy 10.2 makes converting a success

Start Today

MicroStrategy Conversion / Transition Program : A proven methodology to

a success conversion, transition, integration and

implementation.

It is possible to substantially reduce the total time and effort for the transition by a) leveraging the new capabilities of the MicroStrategy platform

 We can accelerate a significant part of the total transition; increasing time to benefit & ROI

Most of the business knowledge that was created and embedded in your can be reused and will be

structured, anchored and

documented in the new platform

A B C

(55)

GENERAL

Don’t opt for a migration but aim for a smart transition

Aim for a ‘disruptive’ approach to get the most impactful results. Based on

advanced technology (in-memory, mobile, self-service data visualization, Usher, Big Data, … ), a new governance model, a new development methodology

Low hanging fruit: while transitioning, enrich and enhance your existing assets:

 Add a new ([Client]) User Experience across all your internal applications (web and mobile): rethink the GUI-design, add workflows, add graphical data visualizations, include multi-language, …

 Enable new functionality in the user interface (out-of-the-box) : drilling, slicing and dicing, communication and collaboration, drop-down analytics, ….

 Improve the performance of your reports and dashboards (PRIME)

CDS (conformed dimensions like actor, event, contract, products etc.’: build once, reuse everywhere

Recommendations

55

(56)

Overview Summary

Consultants who are dedicated to conversions

Dedicated Personnel

Conversion Cost Calculator

Conversion Artifacts – Help speed up the conversion process and reduce human errors

Conversion Methodologies

After doing numerous conversions, we have established a set

of optimal processes

(57)

Questions and Answers

Discuss How MicroStrategy Can Meet Your Evolving

BI Needs

Try a

Demonstration of our Conversion

Capabilities

Let us Assess Your BI

Environment and Determine Best

Approach for Migration

email: [email protected]

References

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