Presentation on how to approach real-time analytics with Business Intelligence. This is based on how this is performed at an Oracle customer. It uses OBIEE 11G for the BI toolset. To learn how to do more contact www.evergegroup.com or @stevechamberlin via twitter.
3. Dan McIntyre
Lead Tools Specialist, Sales Operations
Own all sales-facing CRM analytics reporting
9 years at LexisNexis
Worked with Siebel Analytics since 2007
– https://www.linkedin.com/pub/dan-mcintyre/8a/952/714
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4. LexisNexis - Company background
Leading global provider of content-enabled workflow solutions
Designed specifically for professionals in the legal, risk management, corporate,
government, law enforcement, accounting, and academic markets
Pioneered online information with its Lexis® and Nexis® services
Customers in more than 100 countries with more than 15,000 employees worldwide
Just completed our R4 release – the complex release to date which reflects the largest
transformation of our business processes and systems in our company’s history.
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6. The Need for Real-Time Analytics
1. Allow us to see trends and make decisions in the moment instead of being strictly
reactionary.
2. Facilitates coaching and conversations.
3. Meets user expectations of a “cutting-edge” CRM.
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7. Developing Real-Time Reporting
Define real-time scope
Define real-time SLAs
Develop subject area to pull directly from Siebel tables
Investigate performance impacts
Develop beta reports
User acceptance testing
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13. The Need for Legacy Reporting
CRM order-processing … “The Wave of the Future”!
We have “legacy” agreements (contracts) accounting for large portion of business.
Legacy agreements are fundamentally different from other agreements.
No room at the inn!
How do we wisely prepare for our future without jeopardizing our present or losing
sight of our past?
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14. Developing Legacy Reports
Ask the right questions:
– What questions must these reports answer?
– What workarounds (SOPs) will the user accept?
– What performance is acceptable?
– What data is absolutely essential? What would be nice to have?
Mock up the solution
Get buy-in across organizations
Check, check and re-check the data
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17. Lessons Learned
1. Analytics can be used as a bridge between old worlds and new ones.
2. Get the right people on board.
3. Assume nothing. Document everything.
4. Build in opportunities to revise requirements.
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