Business Intelligence, Analytics & Reporting Workshop

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Business Intelligence, Analytics & Reporting Workshop

Presentation by NOREX Select Member

NOREX SELECT

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Introductions◦ IT Manager E&P Systems COI Production◦ IT Supervisor EDW

Company information◦ (company) Facts◦ Growth◦ Structure and Culture

(company) Business Intelligence◦ Overview ◦ In The Beginning◦ Current State◦ Next Steps

Discussion

Agenda

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Company Information

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Structure and culture Independent Business Units

◦ Vertically aligned by functional areas, i.e. Land, Geology, Drilling◦ Shifting toward Shale aligned teams

Variations in Maturity◦ Areas maturing at different pace◦ IT teams set to support vertical areas

Speed to Market◦ (location)◦ (location)◦ (name) Drilling

Supply Chain Control◦ (name) Trucking◦ (name) Manufacturing

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Business Intelligence

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Overview: Increasing Complexity Growth accompanied by increase in type of data generated,

the amount of data captured & demand for information

Information is shared throughout the enterprise using reports…◦ created in various toolsets that overlap in functionality◦ based on data gathered from multiple sources with different business

rules applied◦ shared through e-mail, department shared drives, etc.

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Information Platform Team Optimize current state, develop the next set of competencies &

evolve to meet increasing complexity around information delivery◦ Define standards that enable delivery of consistent information in a relevant format to support business

processes & decisions◦ Organize information within business context, maintain descriptive metadata, & support appropriate

latency/frequency of information◦ Establish a standard application portfolio to support common reporting/analysis requirements & manage core

platform components◦ Drive competency & consistency via architectural guidance, education & support◦ Provide business skills, analytical skills & IT skills required to deliver business focused solutions

Guiding Principles◦ Early & continuous delivery of information valuable to the business◦ Seek to understand – learn why before focusing on how◦ Handle complexity, present simplicity – maximize work not required of users

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Information PlatformConceptual Model

foundation components delivery discovery business definition data sources

foundation capabilities

reports, dashboards & applications

ad hoc query & analysis

organization of data, rules & definitions

data capture, tactical reporting, strategic reporting & analysis

foundation activities

maintain solution catalog

reconcile need & availability of known

data sources

maintain consistent business terms &

definitionrationalize known data

sources

foundation technologies

focus on technologies familiar to consumers & developers

abstraction/integration technologies

transaction systems, operational data stores &

data warehouse

data sources

business definition

discoverydelivery

dire

ct

acce

ss

information flow

repositories

information delivery

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Next Steps:Optimize Current State & Develop New Competencies

Build out Information Platform approach (business driven/business context)◦ Create advisory committee of key application owners & users◦ Expected inputs & outputs from the team◦ Define baseline artifacts

IP portfolio (appropriate tools for baseline activities & requirements)◦ Inventory existing toolsets & skills◦ Identify duplication or deficiencies◦ Build guidelines based on the right mixture of applications & solutions

Work with Data Integrity Team to validate systems of record & capture descriptive metadata for existing data elements

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In the beginning… Custom Dashboard – Silverlight based

dashboard over SSAS Cube with several production volume related KPIs

◦ Monthly: Gross\Net - Gas\Oil\Water◦ Daily: Gross\Net - Gas\Oil\Water ◦ Hourly Operated Gas◦ Downtime by Category and %◦ Lease Operating Expense (LOE) by Cost

and Category◦ AFE: Drill and Non-Drill◦ Financials: Income and Cash flow\Avg

Realized Price\Cash flow by component.

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In the beginning… Custom Off The Shelf Dashboards

Reviewed several vendor applications:

Tableau -◦ Pros

Rich analytics Deep dive dashboard Purchased in another group

◦ Cons IT centric when building Learning curve

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In the beginning… Dundas -

◦ PRO Scorecards & Microsoft Partner so

familiar product Integrates with current tools

◦ CON Performance IT Heavy

iDashboards –◦ PRO

highly visual interface Look and feel

◦ CON No OLAP support Java based

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Current StateReporting Tools

ExcelAccess Reporting Services – custom reportingSpotfire – Used in various areas for group and individual reporting

COI OperationsDrillingReservoir

Hyperion IRHR AnalyticsFinancials

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Current State Performance Point Dashboards–

◦ Near-real Time Production – Hourly gas production with confidence factor

◦ Gas Rate by day – gross operated MCFPD

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data sources

business definition

discoverydelivery

dire

ct

acce

ss

information flow

repositories

information delivery

Information Platform PortfolioFoundation Technologies

Hyperion IR

Spotfire

Excel

Access

Oracle BI

EDW WellView RigView SiteView Gplat Aries Artesia PeopleSoft…

Oracle BI

Microsoft BI(SSAS)

Microsoft BI(SSRS, Performance

Point, SharePoint)

Oracle BI Custom Applications Roadmap Itemcentral delivery point

PeopleSoft Analytics

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Next Steps: Oracle OBIEE

◦ HR Analytics (PeopleSoft) – currently under reviewed by Midstream group

Explore Microsoft Business Intelligence Platform◦ SharePoint 2010◦ Office 2010◦ Power pivot / Pivot Viewer◦ Excel Services

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Questions

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Contributed Documents:

IT PROJECT PRIORITIZATION. This document describes a company's single prioritized project stack that streamlines the process all projects must undergo. 1 Page (50-030)