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Report
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
Speakers
• Sean Otto
- Email: [email protected]
- Customer Satisfaction Analyst, Market Intelligence,
Climate Solutions
• David Orr
- Email: [email protected]
- IT Leader, Global B/I Analytic, Climate Solutions,
Information System
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Who We Are
• 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
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Ingersoll Rand: Market-leading Brands
Comfort and Climate Control Brands
Worldwide
transport
refrigeration
Worldwide
Commercial and
Residential HVAC
Equipment
Industrial Brands
Manufacturer of
golf cars and
utility vehicles
Air compressors,
air and power
tools
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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.
Security Brand
Lock and door
hardware,
security solutions
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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 multiplatform 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?
Predictive
Analytics
Level of
Skill
Required
Prescriptive
Analytics
Diagnostic
Analytics
Descriptive
Analytics
What Will
Happen?
What is the
best course
of action?
Why Did it
Happen?
What
Happened?
Level of Business Impact
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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
IT
Department
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Data
Business Unit
Department(s)
/ Analysts
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Historical challenges with BI
Centralized / Controlled
Static
Reports
Interactive Reports
Decentralized / Autonomous
Ad Hoc
Query /
OLAP
Data
Discovery
Data Dumps
Excel /
Access
The elusive sweet spot
Casual Users (~80%)
Power Users (~20%)
•
•
•
•
•
• Create lots of reports
• Create inconsistent
reports
• Create runaway
queries
• Waste time & money
Can’t find the right report
No single version of the truth
Slow response times
Too complex to use
Business moves too fast
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Challenges from the IT perspective
• Empower Business Units
• Drive analytics based
decision making
• Anywhere / Anydata
• Create organizational relationships
• How do we manage resources
effectively so the system
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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
Rapid-fire data
visualization &
Fast visual analytics
Standard KPI’s & information
Interactive Dashboards,
Alerts, ad hoc analysis
Fixed format
Reporting &
Publishing (BIP)
Common Enterprise Information Model
/Analytics foundation
Oracle BI Server/BI Apps (ERP/CRM)
OLTP & ODS
Systems
Data
Warehouse
Data Mart
Data Marts
CS Global ODS
Oracle
PeopleSoft, Siebel,
Custom Apps
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Files
Excel
XML
Business
Process
All data sources, incl. Excel,
Access, external, Hadoop
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Trane’s new perspective on BI
Centralized / Controlled
Static
Reports
Interactive Reports
Decentralized / Autonomous
Ad Hoc
Query /
OLAP
Data Discovery /
Visual Analysis
Oracle BI
Data Dumps
Excel /
Access
Tableau
Sweet spot A
Casual Users (~80%)
• Single version of the truth
• Mobile/Tablet Capable
• “Tailored delivery”
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Sweet spot B
Power Users (~20%)
• Create consistent reports
• Save time & money w/
improved efficiencies
• Need to visualize data for
effective communications
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Where do BI/Analytic tools fit in to the
information and analysis process?
Other
vendors
Competitive
advantage
Tableau
Oracle
BI
Predictive
Analytics
Diagnostic
Analytics
Descriptive
Analytics
What
Happened?
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Prescriptive
Analytics
What Will
Happen?
What is
Happening?
Why Did it
Happen?
Level of Business Impact/
Degree of Intelligence
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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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Tableau Visual analytics - A governance/process
based implementation plans
• Without a strategy that is
centered around standards
Chaos can ensue
• 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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BI/Analytics Framework - Guidelines
Tableau is NOT meant to replace OBI
Oracle BI
• Core business
transactional system data
• Financial data / forecasts /
sales / margins
• Cross-sector data reports
and dashboards
• S.M.A.R.T.
Transformation
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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
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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
-


-
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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
Tableau
Report generation managed
through a hierarchical queue
of business importance.
• IT tasks:
Rapid 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
Report Generation
Report Oversight
• BU Tasks:
- Data Consumption
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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
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