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27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 1
Simplifying Data Access While Reducing Time
To Value In A Modern Digital Enterprise
Mike Ferguson
Intelligent Business Strategies
Denodo Fast Data Summit
London
March 2018
2
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Topics
§ Business trends
§ Challenges and requirements
§ How data virtualisation helps solve problems, embrace
trends and deliver value
§ Conclusions
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 2
3
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Business Trends
§ Digitalisation
§ Customer centricity - the customer intelligent front office
• Customer 360o, customer communities, self-service,
personalisation, integrated customer service in digital channels,
chatbots, dynamic pricing, cross-sell/up-sell
§ New business models via real-time access to data & analytics
§ Reducing operational cost
• Process automation and real-time smart business operations
• B2B process integration
• Reduce IT cost and improve agility
§ Risk mitigation
• Get more data to understand business operations
• Real-time analytics, automated actions and process automation
4
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Today’s Digital Enterprise is Storing Data And Running
Applications In A Hybrid Computing Environment
On-premises
Digitalization is happening in a hybrid computing environment
One or more clouds
Digitalization is the process of moving to a digital business by making
use of digital technologies to change ways of operating and to create new
insights that provide new revenue and value-producing opportunities
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 3
5
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Product /
service line n
Product /
service line 4
Product /
service line 3
Product /
service line 2
Product/
service line 1
Marketing
Service
Credit
Verification
HR
Finance
Planning
Procurement
SupplyChain
Front Office BackOffice
OperationsShipping
Sales
Operational Digital Transformation - Cloud Operational
Application Adoption Has Grown Rapidly
Suppliers
Customers,
Partners
Employees
Things
Things(Smartproducts)
data
data
data
data
data
6
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Challenge – Processes Now Span Cloud & On-Premises Making
Transaction Data Hard To Access To Manage Operations
order
credit
chec
k
fulfil ship invoice paymentpackageschedule
Order entry
system
Credit
control
system
Production
planning &
scheduling
CAM
system
Inventory
system
Distribution
system
Billing Gen
Ledger
Orders data Customer data Product data
Order-to-Cash Process
What order changes in the last 10 mins?
What shipments are impacted by the changes
e.g. lack of inventory or shipping capacity?
Which customers are affected?
Operational reporting
is not timely
Inability to respond quickly
to problems
Problems not seen until long after they
happen e.g. incorrect shipments
Operational oversights cause processing
errors & unplanned operational cost
Inability to see across multiple instances of a
system can cause errors & duplication of effort
Business
impact
customer
app
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 4
7
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Product/service line 1
Product/service line 2
Product/ service line 3
Enterprise
Many Companies Have Business Units, Processes &
Systems Organised Around Products And Services
order credit
check
fulfill ship invoice paymentpackage
order credit
check
fulfill ship invoice paymentpackage
order credit
check
fulfill ship invoice paymentpackage
Order
(product line 1)
Order
(product line 2)
Order
(product line 3)
How
can
you
becom
e
custom
er centric
when
data
is fractured
and
m
ay also
be
duplicated
and
inconsistent?
XYZ
Corp.
Customers/
Prospects
Channels/
Outlets
Requirement is now to become customer centric
8
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Sales Force
automation apps
Customer facing hotel
reservation apps
Front-Office Operations
Customer
service apps
Customers
Need to improve
customer engagement
Digital channels are
generating big data
E-commerce
application
M-commerce
Mobile apps
Social commerce
applications
E-commerce
application
M-commerce
Mobile apps
Social commerce
applications
Application
/ System data
customer app
Customer interaction – the new way
- Need customer intelligent
applications
- Need access to low latency data
Application/
System data
Customer interaction – the old way
customer employee UI
Digital Channels Are Now The Focal Point For Customer
Interactions And The New Battleground For Revenue
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 5
9
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
The Requirement Now Is To Capture, Integrate And Analyse
More Data For Deeper Customer Insights To Drive Value
OMNI channel analysis – analyse all
customer interactions across all channels
identity
data
(master
data)
behavioural
data
(on-line,
location,
product usage)
social data
(opinion,
relationships)
Customer “DNA”
transactional
activity
(channel
purchases)
Needs to be integrated in near real-time to
maximise competitive advantage
10
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Popular Types of Data That Businesses Now Want to
Analyse to Improve Customer Engagement & Reduce Cost
Type Of Data Examples
Machine data • Clickstream data, e-commerce logs
• IVR logs, App Server logs, DBMS logs
Connected things
(Consumer & Industrial
IoT), Sensor data
• Product usage behaviour data, product
performance data
• Location, temperature, movement, vibration, liquid
flow, pressure
Web data • Social network data e.g., Twitter, LinkedIn,
Facebook, Instagram…
• Competitor web site data
Unstructured data ( e.g.
Social network Text)
Semi-structured data e.g., JSON, BSON, XML
Open government data
Weather data
Master data Customer, product, employee, supplier, site,…..
Transaction data Orders, shipments, returns, payments, adjustments..
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 6
11
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Data Deluge – The Data Warehouse Is Not Ideal For All
Types Of Data And All Analytical Workloads
Data.Gov
Enterprise
Data Warehouse
RDBMS
EDW
Unstructured?
Streaming?
Schema variant?
Huge volume?
RESTRICTED
AREA
DO NOT
ENTER
PRODUCTION SYSTEM
- AUTHORISED
PERSONNEL ONLY
12
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
DW Challenges – Slow To Change, High Total Cost Of
Ownership, Too Many Data Copies & Physical Data Marts
Sales DW
(E/R model)
UK DE FR NL
ESP CH IT BEUS
ETL ETL ETL ETL
ETL ETL ETL ETL ETL
Business Impact
Very high total cost of ownership
No Agility – Takes time and is costly to change
Risk of inconsistency across DWs and marts
No drill down across marts
Pace of change can’t keep pace with the demand for new data
E.g. Country
Specific Data
Marts
BI Tools
Inventory
DW
(E/R model)
UK DE FR NL
ESP CH IT BEUS
ETL ETL ETL ETL
ETL ETL ETL ETL ETL
Data Warehouses need modernising to reduce the impact of
change, reduce data copying, fuel agility and simplify access
BI Tools
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 7
13
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Challenges –Data Is Being Ingested Into Multiple Types Of
Data Store Both On-Premises And In The Cloud
Enterprise
cloud
storage
Data.Gov
C
R
U
prod cust
asset
D
MDM
NoSQL
DBMS DW
I
D N
A G
T E
A S
T
14
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
An Analytical Ecosystem Has Emerged With Different
Platforms Optimised For Different Analytical Workloads
Multiple platforms now being used for analytical processing
– This has increased complexity of managing and governing data
Streaming
data
Hadoop
data store
Data Warehouse
RDBMS
NoSQL
DBMS
EDW
DW & marts
NoSQL DB
e.g. graph DB
Advanced Analytic
(multi-structured data)
mart
DW
Appliance
Advanced Analytics
(structured data)
Analytical
RDBMS
Traditional
query,
reporting &
analysis
Data mining,
model
development
Streaming
analytics
Real-time
stream
processing &
decision m’gmt
Investigative
analysis,
Data refinery
Graph
analysis
C
R
U
D
Prod
Asset
Cust
MDM
Master data
management
Data mining,
model
development
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 8
15
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Analytical Digital Transformation – This Analytical
Ecosystem Is Now Also Available In The Cloud
Data Warehouse
RDBMS
EDW
DW & marts
mart
DW
Appliance
Advanced Analytics
(structured data)
Analytical
RDBMS
NoSQL
DBMS
Hadoop
data store
NoSQL DB
e.g. graph DB
Advanced Analytic
(multi-structured data)
C
R
U
D
Prod
Asset
Cust
MDM
Several vendors now offer the entire analytical ecosystem on the cloud
Alternatively it can be a hybrid setup
Streaming
data
Streaming
analytics
16
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Challenge – Improving Profitability And Agility Is Proving Difficult
When Captured Data Is Becoming More Fractured
§ Data in different locations and no way to
find anything
§ Data in different data storage
technologies
§ Different APIs and query languages
needed to access data
§ Data in different data structures
§ Different data definitions for the same
data in different data stores
§ Excessive use of ETL to copy data
• Expensive and not agile
§ Synchronization nightmare
<XML>Text</XML>
Digital
media
RDBMSs
Web
content
E-mail
Flat files
Packaged
applications
Office
documents
Legacy
applications
DW/BI
systems
Big Data applications
Cloud based
applications
ECMS
“Where is all the
Customer
Data?”
Accessing, governing and managing
data is becoming increasingly complex
as it becomes more distributed
IoT
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 9
17
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Data Deluge - With 000’s of Data Sources IT Is Becoming
a Bottleneck Driving Demand For Self-Service Data Prep
IT
OLTP
systems
Web
logs
web
DQ/DI
job
DQ/DI
job
DQ/DI
job
Open data
IoT
machine data
social & web
C
R
U
prod cust
asset
D
MDM
DW
Data
warehousing
cloud
Data virtualization
Can business analysts &
Data Scientists help?
DQ/DI
job
DQ/DI
job
DQ/DI
job
???
Bottleneck?
Should IT be expected
to do everything?
Big Data
18
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Challenges - The Danger Of Self- Service Data Preparation
Is Chaos The Enterprise And Lack of Trust In Data
social
Web
logs
web cloud
sandbox
Data Scientists
sandbox
Data Scientists
sandbox
Data Scientists
HDFS
ETL
/ DQ
Self-service
BI tools with ETL
ETL
new
insights
SQL on
Hadoop
DW
ETL
/ DQ
DW
marts
ETL
SCM
CRM
ERP
ETL/D
Q
marts Self-service
BI tools with ETL
ETL/D
Q
Built by IT
ETL/
DQETL/
DQETL/
DQ
Everyone is blindly integrating data with little
or no attempt to share what they create !!
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 10
19
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Topics – Where Are We?
§ Business trends
§ Challenges and requirements
ØHow data virtualisation helps solve problems, embrace
trends and deliver value
§ Conclusions
20
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Data Virtualization Makes It Easy To Find, Access And Report
on Data Across Processes To Manage Business Operations
Order-to-Cash Process
Data virtualization and Virtual Data Services
Benefits
Simplified access to real-time data across the process
Agile and responsive
Avoid unplanned operational costs
See across on-premises & cloud apps
Simplify building new business models on top of APIs
Catalog enables self-service ad hoc operational queries
cost
Agility
order credit
check
fulfil ship invoice paymentpackageschedule
customer
app
Information
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 11
21
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
XYZ
Corp.
Data Virtualisation Provides Customer Orientation - Views Of
Orders, Shipments And Payments Across All Lines Of Business
Customers/
Prospects
Product/service line 1
order credit
check
fulfil ship invoice paymentpackage
Product/service line 2
Product/ service line 3
Channels
/Outlets
order credit
check
fulfil ship invoice paymentpackage
order credit
check
fulfil ship invoice paymentpackage
Order
(product line 1)
Order
(product line 2)
Order
(product line 3)
Enterprise
Datavirtualization
Datavirtualization
Datavirtualization
22
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Data Virtualisation Eases DW Modernisation – E.g. Migration
To Cloud, Data Vault, Virtual Marts All Without Users Noticing
Sales DW
(E/R model)
UK DE FR NL
ESP CH IT BEUS
ETL ETL ETL ETL
ETL ETL ETL ETL ETL
Business Impact
Very high total cost of ownership
No Agility – Takes time and is costly to change
Risk of inconsistency across DWs and marts
No drill down across marts
E.g. Country Specific Data Marts
BI Tools
Sales DW
UK DE FR NL
ESP CH IT BEUS
Data Vault model
Business Impact
Low total cost of ownership
Agility – Easy to change
No inconsistency across DWs and marts
Virtual aggregation and drill down across
marts
Migrate &
change
the design
BI Tools
Data Virtualisation
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 12
23
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Governing Self-Service Data Prep – Data Virtualisation
Reduces Reinvention, Enforces Security & Increases Agility
C
R
U
prod client
asset
D
MDM Systems
C
R
Urisk
rates
pricing
Country
codes
D
RDM Systems
Business User
Self-Service BI/Data Prep
Important to make
sure business users
re-use rather than
re-invent AND have
simplified access to
data
RDBMS Cloud
XML,
JSON
web
services
NoSQL Files
Data Virtualisation
IT Data Architect
24
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Data and Analytics Have Moved to the Heart of the
Enterprise for Use Everywhere
Data and
Analytics
HR
Sales
Marketing
Service
Finance
Procure
-ment
Operations Distribution
Partners
Customers
Suppliers
Employees
Things
The Intelligent
Business
Access to commonly
understood, trusted data,
insights and analytics across the
business is critical to success
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 13
25
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Simplifying Data Access Via A Logical Data Warehouse
- Using DV To Catalog And Access Data In Multiple Stores
Analytical tools &
applications
Integrated Self-Service and IT Data Management Tools (Business & IT)
Logical Data Warehouse (Data Virtualisation with a common vocabulary)
feedsIoT
XML,
JSON
RDBMS Files office docssocial Cloud
clickstream
web logs web
services
NoSQL
Information
Commonly understood, trusted data and insights
EDW
DW & marts
NoSQL DB
e.g. graph DB
mart
DW
Appliance
Advanced Analytics
(structured data)
Advanced
Analytics
Streaming
data
RT Analytics
C
R
U
prod cust
asset
D
master data
26
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
The Logical Data Warehouse - Integrated Customer Insight
LDW Business Impact? - On-Demand Integrated Customer
Insight As A Service In All Front Office Channels
EDW
DW & marts
NoSQL DB
e.g. graph DB
mart
DW
Appliance
Advanced Analytics
(structured data)
Advanced
Analytics
Streaming
data
RT Analytics
C
R
U
prod cust
asset
master data
Customer sentiment,
interactions,
online behaviour,
& new data
Customer
relationships*,
social network
influencers
Customer real-
time location,
product usage &
on-line behaviour
Customer
master data
Customer
purchase activity
& transaction
history
Customer predictive
analytical model
development
Sales Force
automation apps
Customer facing
bricks & mortar apps
Front-Office Operations
Customer
service apps
Customers
Improve customer
engagement
E-commerce
application
M-commerce
Mobile apps
Social commerce
applications
Digital channels are
generating big data
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 14
27
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Integrating IoT And Customer Data Using DV
- Property and Casualty Insurance Example
• By	leveraging	connected	devices,	P&C	insurers	increase	risk	assessment	precision	
and	provide	value-added	services	to	customers:
– E.g.,	Security	First	Insurance’s	Security	First	Mobile	app	helps	customers	plan	
their	routine	in	case	of	adverse	weather	conditions.	The	interactive	hurricane	
tracking	feature	helps	customers	plot	their	property	address	on	the	map	and	
check	an	active	storm’s	projected	path.	It	also	shares	information	on	Red	Cross	
shelters and evacuation routes5
• Another	example	of	proactive	risk	mitigation	and	increased	customer	
engagement	is	that	of	Esurance,	which	launched	its	DriveSafe	teen	driver	
program	to	help	parents	monitor	their	teens’	driving	behavior	through	a	
telematics	device.	This	can	be	done	by	setting	preferences	on	their	personalized	
Esurance	DriveSafe	site	where	they	can	opt	for	customized	alerts	for	unsafe	
driving	behavior	and	review	trip	details6
Implications
• With	real-time	data	from	connected	technologies	on	customer	risk	exposure,	
P&C	insurers	can	respond	with	timely	interventions	at	any	sign	of	hazard	or	
peril	for	risk	reduction
• With	the	help	of	smart	home	ecosystems	and	telematics,	P&C	insurers	are	
providing	value-added	services	in	multiple	areas	such	as	home	monitoring	and	
assistance, driving assistance, and so on
• P&C	insurers	carry	significant	benefits	of	providing	value-added	services	to	
customers	such	as	competitive	differentiation,	increased	customer	retention,	
additional	revenue	streams,	and	lower	claim	costs:
– Value-added	services	benefit	P&C	insurers	as	a	means	for	competitive	
differentiation.	Providing	innovative	and	useful	services	can	help	insurers	
stand	out	among	their	competitors	and	realize	increase	in	customer	mindshare
– As	value-added	services	enhance	customer	experience	through	relevant	and	
meaningful	engagement,	customer	retention	could	be	improved	for	the	insurers
– As	many	of	the	value-added	services	are	directed	toward	proactive	risk	
mitigation,	they	can	also	help	lower	the	overall	cost	of	claims	for	P&C	insurers	
by	helping	customers	avoid	risks	in	their	daily	lives
5	 	 Security	First	website,	accessed	October	2017	at	http://www.securityfirstflorida.com/resources-and-advice/security-first-mobile
6	 	Esurance	website,	accessed	October	2017	at	http://blog.esurance.com/introducing-esurance-drivesafe
Exhibit 1: Connected Devices in P&C Insurance
Source: Capgemini Financial Services Analysis, 2017
Connected Devices Customers
Smart Home Sensors
(Ex: Leak Detectors,
Smoke Detectors)
Proactive
Risk Mitigation
Value-added
Services
Real-Time
Customer Data
Data
Analytics
Customized
Offerings
Sensors at Offices,
Factories, and Worksites
Telematics Devices
(Automobiles)
6 Top 10 Trends in Property & Casualty Insurance 2018
Streaming
IoT data
C
R
U
prod cust
asset
D
master data
Advanced
Analytics
EDW
DW & marts
mart
Data Virtualisation
28
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Data
sources
Performance - Parallel Processing In Data Virtualisation Speeds
Up Integration Of Insights Across Analytical Systems
parallel processing in the source
DV = data virtualisation
EDW
DW & marts
NoSQL DB
e.g. graph DB
mart
DW
Appliance
Advanced Analytics
(structured data)
Advanced
Analytics
Streaming
data
RT Analytics
C
R
U
prod cust
asset
master data
DV Slave DV Slave DV Slave DV Slave
SQL
Cost based
optimizer
DV
master
DV Slave
BI
Tool
Application
In memory caching PLUS
in-memory parallel
processing of aggregations
pushdown pushdown pushdown pushdown
Data
virtualisation
server
in memory
DV needs parallel pushdown and MPP
in-memory processing of cached and
aggregate dataSQL or REST
pushdown
27/03/2018
Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 15
29
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Conclusions
§ There is a need to remain agile while accommodating change to
reduce cost, enable customer engagement and reduce risk
§ We now have
• Hybrid business processes across multiple clouds and data centres
• An analytical ecosystem consisting of multiple data stores optimised for
different analytical workloads which may also be in a hybrid environment
§ Data management is much more complex
§ Data access is hard and users are forced to integrate data
§ Data virtualisation
• Simplifies access to data in hybrid operational business processes
• Hides the complexity of multiple analytical systems while enable high
performance query processing
• Provides a catalog for users to easily find and query data unaided
• Enables low cost, low impact modernisation or systems
• Consistent information services to use in building new business models
30
Copyright	©	Intelligent	Business	Strategies	1992-2018	
	
Thank You!
www.intelligentbusiness.biz
mferguson@intelligentbusiness.biz
@mikeferguson1
(+44)1625 520700
Thank You!
Mike Ferguson is Managing Director of Intelligent
Business Strategies Limited. As an independent analyst
and consultant he specializes in business intelligence,
analytics, data management and big data. With over 35
years of IT experience, Mike has consulted for dozens
of companies, spoken at events all over the world and
written numerous articles. Formerly he was a principal
and co-founder of Codd and Date Europe Limited – the
inventors of the Relational Model, a Chief Architect at
Teradata on the Teradata DBMS and European
Managing Director of DataBase Associates.

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Leap to Next Generation Data Management with Denodo 7.0

  • 1. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 1 Simplifying Data Access While Reducing Time To Value In A Modern Digital Enterprise Mike Ferguson Intelligent Business Strategies Denodo Fast Data Summit London March 2018 2 Copyright © Intelligent Business Strategies 1992-2018 Topics § Business trends § Challenges and requirements § How data virtualisation helps solve problems, embrace trends and deliver value § Conclusions
  • 2. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 2 3 Copyright © Intelligent Business Strategies 1992-2018 Business Trends § Digitalisation § Customer centricity - the customer intelligent front office • Customer 360o, customer communities, self-service, personalisation, integrated customer service in digital channels, chatbots, dynamic pricing, cross-sell/up-sell § New business models via real-time access to data & analytics § Reducing operational cost • Process automation and real-time smart business operations • B2B process integration • Reduce IT cost and improve agility § Risk mitigation • Get more data to understand business operations • Real-time analytics, automated actions and process automation 4 Copyright © Intelligent Business Strategies 1992-2018 Today’s Digital Enterprise is Storing Data And Running Applications In A Hybrid Computing Environment On-premises Digitalization is happening in a hybrid computing environment One or more clouds Digitalization is the process of moving to a digital business by making use of digital technologies to change ways of operating and to create new insights that provide new revenue and value-producing opportunities
  • 3. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 3 5 Copyright © Intelligent Business Strategies 1992-2018 Product / service line n Product / service line 4 Product / service line 3 Product / service line 2 Product/ service line 1 Marketing Service Credit Verification HR Finance Planning Procurement SupplyChain Front Office BackOffice OperationsShipping Sales Operational Digital Transformation - Cloud Operational Application Adoption Has Grown Rapidly Suppliers Customers, Partners Employees Things Things(Smartproducts) data data data data data 6 Copyright © Intelligent Business Strategies 1992-2018 Challenge – Processes Now Span Cloud & On-Premises Making Transaction Data Hard To Access To Manage Operations order credit chec k fulfil ship invoice paymentpackageschedule Order entry system Credit control system Production planning & scheduling CAM system Inventory system Distribution system Billing Gen Ledger Orders data Customer data Product data Order-to-Cash Process What order changes in the last 10 mins? What shipments are impacted by the changes e.g. lack of inventory or shipping capacity? Which customers are affected? Operational reporting is not timely Inability to respond quickly to problems Problems not seen until long after they happen e.g. incorrect shipments Operational oversights cause processing errors & unplanned operational cost Inability to see across multiple instances of a system can cause errors & duplication of effort Business impact customer app
  • 4. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 4 7 Copyright © Intelligent Business Strategies 1992-2018 Product/service line 1 Product/service line 2 Product/ service line 3 Enterprise Many Companies Have Business Units, Processes & Systems Organised Around Products And Services order credit check fulfill ship invoice paymentpackage order credit check fulfill ship invoice paymentpackage order credit check fulfill ship invoice paymentpackage Order (product line 1) Order (product line 2) Order (product line 3) How can you becom e custom er centric when data is fractured and m ay also be duplicated and inconsistent? XYZ Corp. Customers/ Prospects Channels/ Outlets Requirement is now to become customer centric 8 Copyright © Intelligent Business Strategies 1992-2018 Sales Force automation apps Customer facing hotel reservation apps Front-Office Operations Customer service apps Customers Need to improve customer engagement Digital channels are generating big data E-commerce application M-commerce Mobile apps Social commerce applications E-commerce application M-commerce Mobile apps Social commerce applications Application / System data customer app Customer interaction – the new way - Need customer intelligent applications - Need access to low latency data Application/ System data Customer interaction – the old way customer employee UI Digital Channels Are Now The Focal Point For Customer Interactions And The New Battleground For Revenue
  • 5. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 5 9 Copyright © Intelligent Business Strategies 1992-2018 The Requirement Now Is To Capture, Integrate And Analyse More Data For Deeper Customer Insights To Drive Value OMNI channel analysis – analyse all customer interactions across all channels identity data (master data) behavioural data (on-line, location, product usage) social data (opinion, relationships) Customer “DNA” transactional activity (channel purchases) Needs to be integrated in near real-time to maximise competitive advantage 10 Copyright © Intelligent Business Strategies 1992-2018 Popular Types of Data That Businesses Now Want to Analyse to Improve Customer Engagement & Reduce Cost Type Of Data Examples Machine data • Clickstream data, e-commerce logs • IVR logs, App Server logs, DBMS logs Connected things (Consumer & Industrial IoT), Sensor data • Product usage behaviour data, product performance data • Location, temperature, movement, vibration, liquid flow, pressure Web data • Social network data e.g., Twitter, LinkedIn, Facebook, Instagram… • Competitor web site data Unstructured data ( e.g. Social network Text) Semi-structured data e.g., JSON, BSON, XML Open government data Weather data Master data Customer, product, employee, supplier, site,….. Transaction data Orders, shipments, returns, payments, adjustments..
  • 6. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 6 11 Copyright © Intelligent Business Strategies 1992-2018 Data Deluge – The Data Warehouse Is Not Ideal For All Types Of Data And All Analytical Workloads Data.Gov Enterprise Data Warehouse RDBMS EDW Unstructured? Streaming? Schema variant? Huge volume? RESTRICTED AREA DO NOT ENTER PRODUCTION SYSTEM - AUTHORISED PERSONNEL ONLY 12 Copyright © Intelligent Business Strategies 1992-2018 DW Challenges – Slow To Change, High Total Cost Of Ownership, Too Many Data Copies & Physical Data Marts Sales DW (E/R model) UK DE FR NL ESP CH IT BEUS ETL ETL ETL ETL ETL ETL ETL ETL ETL Business Impact Very high total cost of ownership No Agility – Takes time and is costly to change Risk of inconsistency across DWs and marts No drill down across marts Pace of change can’t keep pace with the demand for new data E.g. Country Specific Data Marts BI Tools Inventory DW (E/R model) UK DE FR NL ESP CH IT BEUS ETL ETL ETL ETL ETL ETL ETL ETL ETL Data Warehouses need modernising to reduce the impact of change, reduce data copying, fuel agility and simplify access BI Tools
  • 7. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 7 13 Copyright © Intelligent Business Strategies 1992-2018 Challenges –Data Is Being Ingested Into Multiple Types Of Data Store Both On-Premises And In The Cloud Enterprise cloud storage Data.Gov C R U prod cust asset D MDM NoSQL DBMS DW I D N A G T E A S T 14 Copyright © Intelligent Business Strategies 1992-2018 An Analytical Ecosystem Has Emerged With Different Platforms Optimised For Different Analytical Workloads Multiple platforms now being used for analytical processing – This has increased complexity of managing and governing data Streaming data Hadoop data store Data Warehouse RDBMS NoSQL DBMS EDW DW & marts NoSQL DB e.g. graph DB Advanced Analytic (multi-structured data) mart DW Appliance Advanced Analytics (structured data) Analytical RDBMS Traditional query, reporting & analysis Data mining, model development Streaming analytics Real-time stream processing & decision m’gmt Investigative analysis, Data refinery Graph analysis C R U D Prod Asset Cust MDM Master data management Data mining, model development
  • 8. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 8 15 Copyright © Intelligent Business Strategies 1992-2018 Analytical Digital Transformation – This Analytical Ecosystem Is Now Also Available In The Cloud Data Warehouse RDBMS EDW DW & marts mart DW Appliance Advanced Analytics (structured data) Analytical RDBMS NoSQL DBMS Hadoop data store NoSQL DB e.g. graph DB Advanced Analytic (multi-structured data) C R U D Prod Asset Cust MDM Several vendors now offer the entire analytical ecosystem on the cloud Alternatively it can be a hybrid setup Streaming data Streaming analytics 16 Copyright © Intelligent Business Strategies 1992-2018 Challenge – Improving Profitability And Agility Is Proving Difficult When Captured Data Is Becoming More Fractured § Data in different locations and no way to find anything § Data in different data storage technologies § Different APIs and query languages needed to access data § Data in different data structures § Different data definitions for the same data in different data stores § Excessive use of ETL to copy data • Expensive and not agile § Synchronization nightmare <XML>Text</XML> Digital media RDBMSs Web content E-mail Flat files Packaged applications Office documents Legacy applications DW/BI systems Big Data applications Cloud based applications ECMS “Where is all the Customer Data?” Accessing, governing and managing data is becoming increasingly complex as it becomes more distributed IoT
  • 9. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 9 17 Copyright © Intelligent Business Strategies 1992-2018 Data Deluge - With 000’s of Data Sources IT Is Becoming a Bottleneck Driving Demand For Self-Service Data Prep IT OLTP systems Web logs web DQ/DI job DQ/DI job DQ/DI job Open data IoT machine data social & web C R U prod cust asset D MDM DW Data warehousing cloud Data virtualization Can business analysts & Data Scientists help? DQ/DI job DQ/DI job DQ/DI job ??? Bottleneck? Should IT be expected to do everything? Big Data 18 Copyright © Intelligent Business Strategies 1992-2018 Challenges - The Danger Of Self- Service Data Preparation Is Chaos The Enterprise And Lack of Trust In Data social Web logs web cloud sandbox Data Scientists sandbox Data Scientists sandbox Data Scientists HDFS ETL / DQ Self-service BI tools with ETL ETL new insights SQL on Hadoop DW ETL / DQ DW marts ETL SCM CRM ERP ETL/D Q marts Self-service BI tools with ETL ETL/D Q Built by IT ETL/ DQETL/ DQETL/ DQ Everyone is blindly integrating data with little or no attempt to share what they create !!
  • 10. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 10 19 Copyright © Intelligent Business Strategies 1992-2018 Topics – Where Are We? § Business trends § Challenges and requirements ØHow data virtualisation helps solve problems, embrace trends and deliver value § Conclusions 20 Copyright © Intelligent Business Strategies 1992-2018 Data Virtualization Makes It Easy To Find, Access And Report on Data Across Processes To Manage Business Operations Order-to-Cash Process Data virtualization and Virtual Data Services Benefits Simplified access to real-time data across the process Agile and responsive Avoid unplanned operational costs See across on-premises & cloud apps Simplify building new business models on top of APIs Catalog enables self-service ad hoc operational queries cost Agility order credit check fulfil ship invoice paymentpackageschedule customer app Information
  • 11. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 11 21 Copyright © Intelligent Business Strategies 1992-2018 XYZ Corp. Data Virtualisation Provides Customer Orientation - Views Of Orders, Shipments And Payments Across All Lines Of Business Customers/ Prospects Product/service line 1 order credit check fulfil ship invoice paymentpackage Product/service line 2 Product/ service line 3 Channels /Outlets order credit check fulfil ship invoice paymentpackage order credit check fulfil ship invoice paymentpackage Order (product line 1) Order (product line 2) Order (product line 3) Enterprise Datavirtualization Datavirtualization Datavirtualization 22 Copyright © Intelligent Business Strategies 1992-2018 Data Virtualisation Eases DW Modernisation – E.g. Migration To Cloud, Data Vault, Virtual Marts All Without Users Noticing Sales DW (E/R model) UK DE FR NL ESP CH IT BEUS ETL ETL ETL ETL ETL ETL ETL ETL ETL Business Impact Very high total cost of ownership No Agility – Takes time and is costly to change Risk of inconsistency across DWs and marts No drill down across marts E.g. Country Specific Data Marts BI Tools Sales DW UK DE FR NL ESP CH IT BEUS Data Vault model Business Impact Low total cost of ownership Agility – Easy to change No inconsistency across DWs and marts Virtual aggregation and drill down across marts Migrate & change the design BI Tools Data Virtualisation
  • 12. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 12 23 Copyright © Intelligent Business Strategies 1992-2018 Governing Self-Service Data Prep – Data Virtualisation Reduces Reinvention, Enforces Security & Increases Agility C R U prod client asset D MDM Systems C R Urisk rates pricing Country codes D RDM Systems Business User Self-Service BI/Data Prep Important to make sure business users re-use rather than re-invent AND have simplified access to data RDBMS Cloud XML, JSON web services NoSQL Files Data Virtualisation IT Data Architect 24 Copyright © Intelligent Business Strategies 1992-2018 Data and Analytics Have Moved to the Heart of the Enterprise for Use Everywhere Data and Analytics HR Sales Marketing Service Finance Procure -ment Operations Distribution Partners Customers Suppliers Employees Things The Intelligent Business Access to commonly understood, trusted data, insights and analytics across the business is critical to success
  • 13. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 13 25 Copyright © Intelligent Business Strategies 1992-2018 Simplifying Data Access Via A Logical Data Warehouse - Using DV To Catalog And Access Data In Multiple Stores Analytical tools & applications Integrated Self-Service and IT Data Management Tools (Business & IT) Logical Data Warehouse (Data Virtualisation with a common vocabulary) feedsIoT XML, JSON RDBMS Files office docssocial Cloud clickstream web logs web services NoSQL Information Commonly understood, trusted data and insights EDW DW & marts NoSQL DB e.g. graph DB mart DW Appliance Advanced Analytics (structured data) Advanced Analytics Streaming data RT Analytics C R U prod cust asset D master data 26 Copyright © Intelligent Business Strategies 1992-2018 The Logical Data Warehouse - Integrated Customer Insight LDW Business Impact? - On-Demand Integrated Customer Insight As A Service In All Front Office Channels EDW DW & marts NoSQL DB e.g. graph DB mart DW Appliance Advanced Analytics (structured data) Advanced Analytics Streaming data RT Analytics C R U prod cust asset master data Customer sentiment, interactions, online behaviour, & new data Customer relationships*, social network influencers Customer real- time location, product usage & on-line behaviour Customer master data Customer purchase activity & transaction history Customer predictive analytical model development Sales Force automation apps Customer facing bricks & mortar apps Front-Office Operations Customer service apps Customers Improve customer engagement E-commerce application M-commerce Mobile apps Social commerce applications Digital channels are generating big data
  • 14. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 14 27 Copyright © Intelligent Business Strategies 1992-2018 Integrating IoT And Customer Data Using DV - Property and Casualty Insurance Example • By leveraging connected devices, P&C insurers increase risk assessment precision and provide value-added services to customers: – E.g., Security First Insurance’s Security First Mobile app helps customers plan their routine in case of adverse weather conditions. The interactive hurricane tracking feature helps customers plot their property address on the map and check an active storm’s projected path. It also shares information on Red Cross shelters and evacuation routes5 • Another example of proactive risk mitigation and increased customer engagement is that of Esurance, which launched its DriveSafe teen driver program to help parents monitor their teens’ driving behavior through a telematics device. This can be done by setting preferences on their personalized Esurance DriveSafe site where they can opt for customized alerts for unsafe driving behavior and review trip details6 Implications • With real-time data from connected technologies on customer risk exposure, P&C insurers can respond with timely interventions at any sign of hazard or peril for risk reduction • With the help of smart home ecosystems and telematics, P&C insurers are providing value-added services in multiple areas such as home monitoring and assistance, driving assistance, and so on • P&C insurers carry significant benefits of providing value-added services to customers such as competitive differentiation, increased customer retention, additional revenue streams, and lower claim costs: – Value-added services benefit P&C insurers as a means for competitive differentiation. Providing innovative and useful services can help insurers stand out among their competitors and realize increase in customer mindshare – As value-added services enhance customer experience through relevant and meaningful engagement, customer retention could be improved for the insurers – As many of the value-added services are directed toward proactive risk mitigation, they can also help lower the overall cost of claims for P&C insurers by helping customers avoid risks in their daily lives 5 Security First website, accessed October 2017 at http://www.securityfirstflorida.com/resources-and-advice/security-first-mobile 6 Esurance website, accessed October 2017 at http://blog.esurance.com/introducing-esurance-drivesafe Exhibit 1: Connected Devices in P&C Insurance Source: Capgemini Financial Services Analysis, 2017 Connected Devices Customers Smart Home Sensors (Ex: Leak Detectors, Smoke Detectors) Proactive Risk Mitigation Value-added Services Real-Time Customer Data Data Analytics Customized Offerings Sensors at Offices, Factories, and Worksites Telematics Devices (Automobiles) 6 Top 10 Trends in Property & Casualty Insurance 2018 Streaming IoT data C R U prod cust asset D master data Advanced Analytics EDW DW & marts mart Data Virtualisation 28 Copyright © Intelligent Business Strategies 1992-2018 Data sources Performance - Parallel Processing In Data Virtualisation Speeds Up Integration Of Insights Across Analytical Systems parallel processing in the source DV = data virtualisation EDW DW & marts NoSQL DB e.g. graph DB mart DW Appliance Advanced Analytics (structured data) Advanced Analytics Streaming data RT Analytics C R U prod cust asset master data DV Slave DV Slave DV Slave DV Slave SQL Cost based optimizer DV master DV Slave BI Tool Application In memory caching PLUS in-memory parallel processing of aggregations pushdown pushdown pushdown pushdown Data virtualisation server in memory DV needs parallel pushdown and MPP in-memory processing of cached and aggregate dataSQL or REST pushdown
  • 15. 27/03/2018 Copyright © Intelligent Business Strategies 1992-2018, All Rights Reserved 15 29 Copyright © Intelligent Business Strategies 1992-2018 Conclusions § There is a need to remain agile while accommodating change to reduce cost, enable customer engagement and reduce risk § We now have • Hybrid business processes across multiple clouds and data centres • An analytical ecosystem consisting of multiple data stores optimised for different analytical workloads which may also be in a hybrid environment § Data management is much more complex § Data access is hard and users are forced to integrate data § Data virtualisation • Simplifies access to data in hybrid operational business processes • Hides the complexity of multiple analytical systems while enable high performance query processing • Provides a catalog for users to easily find and query data unaided • Enables low cost, low impact modernisation or systems • Consistent information services to use in building new business models 30 Copyright © Intelligent Business Strategies 1992-2018 Thank You! www.intelligentbusiness.biz mferguson@intelligentbusiness.biz @mikeferguson1 (+44)1625 520700 Thank You! Mike Ferguson is Managing Director of Intelligent Business Strategies Limited. As an independent analyst and consultant he specializes in business intelligence, analytics, data management and big data. With over 35 years of IT experience, Mike has consulted for dozens of companies, spoken at events all over the world and written numerous articles. Formerly he was a principal and co-founder of Codd and Date Europe Limited – the inventors of the Relational Model, a Chief Architect at Teradata on the Teradata DBMS and European Managing Director of DataBase Associates.