The Multi-platform BI Company: Strategic Business Intelligence (BI) that meets today’s demanding business decision needs A Strategic implementation of.

The Multi-platform BI Company:

Strategic Business Intelligence (BI) that meets today’s demanding business decision needs

• A Strategic implementation of Oracle BI/Analytics and Tableau Visual Analytics to drive business transformation & innovation

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Speakers

• Sean Otto‑ Email: sean.otto@trane.com‑ Customer Satisfaction Analyst, Market Intelligence,

Climate Solutions

• David Orr‑ Email: David_Orr@irco.com‑ IT Leader, Global B/I Analytic, Climate Solutions,

Information System

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• A $14 billion diversified industrial company

• Over 58,000 employees worldwide

• About 83 manufacturing facilities worldwide

• Operations in every major geographic region

• Strategic brands are #1 or #2 in their markets

Who We Are

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Ingersoll Rand: Market-leading Brands

WorldwideCommercial and

Residential HVAC Equipment

Lock and door hardware,

security solutions

Manufacturer of golf cars and

utility vehicles

Worldwide transport

refrigeration

Air compressors, air and power

tools

Comfort and Climate Control Brands

Industrial Brands Security Brand

Our Brand Promise: We inspire progress by unleashing the potential of people and technologies. Our people, products, systems and services make everyday living healthier, safer, more energy efficient, productive and comfortable—enabling our customers to achieve real progress and create a positive impact in their world.

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Overview:

• Background ‑ Challenges that corporate IT teams and the business

currently experience

• How we developed our strategic vision for BI• What we learned and implemented• Where are we going with BI regionally and globally• How we use Tableau in the business

‑ A little bit of show and tell.

• Goal: help you learn some ways to advocate for a multi-platform system.

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The Tableau Beginnings

• Challenge‑ 3 different transactional customer experience surveys

for 20+ different districts & 50+ different office locations‑ Minimum of 20 hours a month to design a basic excel

report that provided minimal information‑ Not a significant business priority to get on the

integration list for Oracle Business Intelligence (OBI)‑ Data wasn’t communicated or used in the business

‑ Our customer’s were being forgotten…..

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The beginnings contd.

• Solution‑ Used Tableau to create a monthly Customer Experience

report (show and tell later)‑ After 3 months we had 200+ regular monthly users of the

report with increased message communication

• Conclusion:‑ We found significant success using Tableau for secondary

data and looking at the current IT footprint developed a new IT footprint that included Tableau Server.

“When I first saw the new reports I thought it was just a flavor on an old box, but it has taken me 9 months before I realized that there is extreme business value in this report.”

- Territory VP

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Technology in society

• In a few hundred years, when the history of our time is written from a long-term perspective, it is likely the most important event historians will see is not the technology, but the unprecedented change in the human condition. For the first time, people have choices.”‑ Peter F. Drucker

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What we mean by Business Intelligence

• Intelligently applying available business data to derive insight and improve decision making at all levels of the business‑ This can come from highly strategic and governed

processes Aggregate data of large volumes

‑ This can come from ad-hoc queries or secondary data sources Nuanced detail

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Why is information and analysis so important?

What is the best course of action?

Why Did it Happen?

What Happened?

What Will Happen?

Level of Skill Required

Level of Business Impact

Descriptive Analytics

Diagnostic Analytics

Predictive Analytics

Prescriptive Analytics

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Earliest form of report creation

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What is IT, really?

A governed, systemic process for data management

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The yin & yang of IT and the business

DataIT

Department

Business Unit Department(s)

/ Analysts

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Historical challenges with BI

Power Users (~20%)• Create lots of reports• Create inconsistent

reports• Create runaway

queries• Waste time & money

Casual Users (~80%)• Can’t find the right report• No single version of the truth• Slow response times• Too complex to use• Business moves too fast

Static Reports

Interactive Reports

Ad Hoc Query / OLAP

Data Discovery

Data DumpsExcel / Access

Decentralized / AutonomousCentralized / Controlled

The elusive sweet spot

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• Empower Business Units

Challenges from the IT perspective

• Drive analytics based decision making

• Create organizational relationships• How do we manage resources

effectively so the system

• Anywhere / Anydata

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Challenges from the Business Units

• Connect with relevant data sources

• Understand and communicate business insight

• Avoid the deluge of miscellaneous reports

• Speed up the process

• Improve communication and utilization of data

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IT led BI vs. Self-Service BI

“Um, why should I rely on you, if there are tools out there that I can use myself and purchase for my team?”

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The Strategic vision of BI

OLTP & ODSSystems

DataWarehouseData Mart

OraclePeopleSoft, Siebel,Custom Apps

FilesExcelXML

BusinessProcess

Oracle BI Server/BI Apps (ERP/CRM)

Common Enterprise Information Model/Analytics foundation

Fixed formatReporting &Publishing (BIP)

Interactive Dashboards, Alerts, ad hoc analysis

CS Global ODS

Data Marts

Standard KPI’s & informationRapid-fire data visualization &

Fast visual analytics

All data sources, incl. Excel, Access, external, Hadoop

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Trane’s new perspective on BI

Power Users (~20%)• Create consistent reports• Save time & money w/

improved efficiencies• Need to visualize data for

effective communications

Casual Users (~80%)• Single version of the truth• Mobile/Tablet Capable• “Tailored delivery”

Static Reports

Interactive Reports

Ad Hoc Query / OLAP

Data Discovery / Visual Analysis

Data DumpsExcel / Access

Decentralized / AutonomousCentralized / Controlled

Sweet spot A Sweet spot B

Oracle BI Tableau

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Where do BI/Analytic tools fit in to the information and analysis process?

What is Happening?

Why Did it Happen?

What Happened?

What Will Happen?

Competitive advantage

Level of Business Impact/Degree of Intelligence

Descriptive Analytics

Diagnostic Analytics

Predictive Analytics

Prescriptive Analytics

Oracle BI

Tableau

Other vendors

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Tableau Server Goals

The main objective of Tableau Server is to:• Move to a more proactive data discovery, analysis,

forecasting & insight generation• Increase security and availability• Increased data quality, accuracy & reliability• Enable business units to be less dependent upon IT

report generation and more integrated with IT on data oversight

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• Without a strategy that is centered around standards Chaos can ensue

Tableau Visual analytics - A governance/process based implementation plans

• Oversight is necessary and cross communication between IT and BU

• Oversight is necessary within Business Units

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Tableau implementation Challenges

• Which BU gets first dibs? Whose next?• What is our expected use forecast?• What type of oversight is needed on the Business Units?

‑ Including establishing a governance / taxonomy

• What type of oversight is needed for the IT working with Tableau Server

• What is the communication strategy?‑ For IT?‑ For the Business Units?‑ For the End Users?

• Let’s define the playground…‑ Who gets what? When? And Why?

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Oracle BI

• Core business transactional system data

• Financial data / forecasts / sales / margins

• Cross-sector data reports and dashboards

• S.M.A.R.T. Transformation

Tableau

• Reports not available in OBIEE

• Reports on data not connected to OBIEE

• Reports for ad-hoc data• Higher quality of data

visualization needed• Data Discovery /

hypothesis testing

BI/Analytics Framework - Guidelines

Tableau is NOT meant to replace OBI

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Changes in governance models

IT Governance BI

• Nothing really changes on the data governance side

• IT needs training on what Self-Service BI is all about

Tableau Governance

• BU Need new skills‑ Analyst Training

Server Data feeds / collaboration

‑ Super user Training‑ End User Training‑ Requests for Licenses‑ Requests for Server

Access / configurations‑ Tableau user community‑ Weekly best practices

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Differences between Oracle and Tableau Data Governance

Oracle OBIEE

Report generation managed through a hierarchical queue of business importance. • IT tasks:

‑ Data Reliability‑ Data Integrity‑ Data Monitoring‑ Data Oversight‑ Report Generation‑ Report Oversight

• BU Tasks:‑ Data Consumption

TableauRapid Report generation based upon the needs of the business unit, creating multiple self-service queues within each business unit• IT Tasks

‑ Data Reliability‑ Data Integrity‑ Data Monitoring‑ Data Oversight

• BU Tasks‑ Report Generation‑ Report Oversight‑ Data consumption

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Internal Support Systems

• Internal Request Systems‑ MyRequest

For Desktop licenses requests – Requires 15 min training course For User access on the Server For Database connectivity requests

‑ MyTicket For data connectivity issues For any Tableau Server Issues

• Education - IRU‑ Course on Tableau Server Usage‑ Course on Desktop Use‑ IR Tableau Strategy‑ Monthly Best Practices within IR‑ Internal wiki for learning and development

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Communication Strategies

• IT Oversight team – Monthly meeting‑ Work on data connectivity issues‑ Assess server load / access issues‑ BU requests

• Business Unit Oversight teams – Monthly meetings‑ Made up of Tableau Super Users

Individuals with vested interests in Tableau Reports

‑ Best practices‑ Tableau usage / connectivity issues‑ Tableau Community

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Challenges in maintaining the dual infrastructure

• Challenges with Self-Service BI & maintaining the momentum.‑ Internal communications‑ Training users on data visualization

Not everyone “sees” the utility of visualizing data

‑ Keeping leadership informed on the value it is providing Leadership support has been key in advocating strategy

for Oracle and Tableau

‑ Playing nicely in the sandbox with IT Sometimes ‘No’ is a good answer.

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Where are we today and where are we going?

• Timeline:‑ Q3 2012 to Q1 2013 – Roll-out to different North American

Region functional units Customer Experience (CX) Parts Operations Service Operations Finance

‑ 2013 Global deployment Latin America EMIEA Asia Pacific

‑ Early to Mid 2013 additional IR Sector deployment

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Now for some show and tell

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Contact info

• Sean Otto - Business Leader, Analytics• David Orr – IT Leader, BI/Analytics• Sanjeev Addala, Sr. Director, Information Technology

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APPENDIX