You Can Have It All The Siemens PLM Journey to Self-Service BI Bryan Hunter | Siemens PLM Software Program Director Business Intelligence

Todd Talkington | Tableau Sr. Tech Partner Manager

For internal use only / © Siemens AG 2013. All Rights Reserved.

Siemens PLM Software BI Presentation

Disclaimer The BI Strategy discussed in the following slides are unique to Siemens PLM Software and are not necessarily representative of Siemens AG Corporate BI Strategy.

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Once Upon a Time there was a company that loved Excel…

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…they owned every Excel-based reporting tool known to mankind…

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…acquisitions were sad because of the complex reporting silos…

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…but the ever-wise CIO knew there must be a better way. So he formed a new, highlyskilled team to change the culture… Restricted © Siemens AG 2016 Page 7

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…the challenge was issued… • Self-service and Cross-application reporting new goals • Friendly for end-user and developer to use • Analytics and Visualization would be the way forward • One Source of the Truth - reduce data movement and shadow IT by creating Enterprise Data Lake • Fast - utilize Greenplum database’s speed Restricted © Siemens AG 2016 Page 8

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…the steps set… • ETL - procure enterprise ETL tool to meet data movement and transformation needs • Reporting – find enterprise reporting tool to meet end-user self service, ad-hoc and visualization reporting needs – host reporting tool “bake-off” • Data Management - minimize data transformation while bringing in disparate data sources; provide consistency across enterprise

• Governance - protects data yet is flexible enough to allow business to do self-service and ad-hoc reporting Restricted © Siemens AG 2016 Page 9

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ETL – Extract, Transform and Load • Informatica PowerCenter was obvious choice – industry leader - no “bake off” needed • High-speed connectors can move millions of rows of data very quickly out of source systems such as SAP, BW and SFDC into Data Lake • Informatica Cloud also used for some smaller, less complex needs

• NOTE: Informatica’s footprint continues to expand – has become “tool of choice” for data movement Restricted © Siemens AG 2016 Page 10

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Reporting Tool “Bake-off” Vendor

Tableau

WebFOCUS InfoAssist 8

Business Objects

Qlikview

PROs  Easy enough for business analyst to use  Direct data connectors  Reporting experts really liked product  Analytics and Visualizations tool of choice  Does not slow Greenplum DB down – low overhead  Good support for row-level security  Scales for enterprise rollout  Decent Admin tools  Reasonably priced

CONs

 Focused on analytics and visualizations – not necessarily a good choice for operational reporting

 Existing WebFOCUS environment  Inexpensive  Operational Reporting tool of choice

 Limited Ease of Use  IT support required

 Existing BO environment  Great Operational Reporting tool

 Limited Ease of Use  IT support required  Current environment not scalable  Expensive

 Produces nice-looking reports

 Limited ease of use - scripting is required  In memory engine required – cannot use Greenplum DB directly  Expensive

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Data Management • As mentioned, Informatica uses high-speed connectors to bring millions of rows of source data into Data Lake • Data Staging process transforms transactional data into “analyticready” data: • • • • • •

Flatten out / de-normalize data Add friendly, consistent column names Ensure column values consistent Snapshot data for trending analysis Perform automated error checking Rollback updates if data updating fails per group

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Governance Data loads from source systems and ease-of-use verified by IT and signed off by the business

Greenplum Data Lake

Tableau Workbooks can only be created or modified by authorized users. Authorized user can use Certified or Uncertified data sources

Tableau Desktop

IT publishes all Certified Data Sources at request of business

Tableau Server

Tableau Workbooks are published only after data is certified and Workbook has business SME approval

Tableau Workbooks

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Put it all Together…

Tableau Desktop (Super Users)

SFDC

Tableau Server Other Reporting Systems

O2O

OpenAir

Informatica Extract, Transform and Load (ETL)

Greenplum Data Lake

SAP Restricted © Siemens AG 2016 Page 14

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There were bumps in the road… • IT Team very uncomfortable – wanted more detail when we were in fact “making it up as we went” • Difficult to manage expectations

• Impossible to manage timeline – art not science • Lots and lots and lots of technical hurdles to overcome • Plenty of people challenges as well – strangely, each business department has a different personality Restricted © Siemens AG 2016 Page 15

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…some good decisions too… •

CIO – project sponsor

•

Professional Services helped verify technical installation of product and gave us excellent “best practices” help

•

Training IT Team was extremely important to get team up and running as quickly as possible

•

IT Team “sequestered” for first year as we worked through standing up reporting solution

•

Had real-world Use Case to work through

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Business Reporting Team •

Executive Reporting Leadership Team – sets overarching direction for Enterprise Reporting. Standing this up now – not needed in the beginning

•

Business Stakeholders / Reporting Council– responsible for reporting in a specific area of the business. Provides IT with Reporting Demands (data and, in some cases, Workbooks).

•

Super Users – Business users that can create reports and, in some instances, combine Uncertified data with Certified data

•

Data Czar – responsible for Enterprise Data Cleansing/Monitoring and reporting-specific business process around DUNS, Industry, Product Hierarchy, etc. Must understand and has authority to require changes to business processes and Transactional systems where needed to support reporting and other such initiatives. Do not have one today, but hope to convince Executives why Data Czar is needed

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IT Reporting Team •

Demand Manager – conducts periodic project prioritization with Business Stakeholders to prioritize all Enterprise reporting demands; works closely with Business Stakeholders to ensure alignment in developing Enterprise reporting area vision

•

Project Manager(s) – works with different areas of the business managing business expectations and reporting projects

•

Data Modeler(s)– develops overarching database architecture for providing Certified and Uncertified data to appropriate Business users, using “data in place” and ETL to Stage and Normalize data into Data Lake

•

Reporting Tool Team(s) – creates reports, provides support and administers security for Operational reporting tool

•

Meta Data Manager – manages Data Certification, Data Cleansing, Data Normalization and provides Business users with Data Guides on all Certified data sources; works closely with and supports Data Czar

•

Data Lake DBA – technical resource that manages Data Lake

•

Data Management Team – provides support and administers security for Data Management tool(s); provides Data Blending, Data Staging, ETL, Cleansing/Monitoring, Data Normalization and supports Meta Data and Data Modeling

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Overall Roles and Responsibilities Business – Data, Workbooks and Priorities: • Owns data and business processes • Verifies “ease of use” of analytic-ready data • Approves/denies user security requests • Responsible for creating workbooks from published data sources • Works with IT in training end users • Sets priorities for what data is transformed when by IT team IT – Data Transformation, Governance: • Performs business analysis on data needed per the business • Extracts, transforms and loads analytic-ready data into Data Lake • Implements security per business requirements • Ensures governance of data source and workbook publishing • Creates “starter” workbooks when needed • Works with business in training end users Restricted © Siemens AG 2016 Page 19

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Data Alignment Matrix •

Gather each slice of data needed by each Business Stakeholder

•

Add to Data Alignment Matrix

•

Prioritize based on overall need

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Priorities – More Work Than People… •

Each Business Stakeholder prioritizes their work

•

Meet with all Business Stakeholders – prioritize overall work

•

Resource availability based on overall priority

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Data Governance Process • Uncertified Data – is often brought into Tableau as Super Users do self-service prototyping and ad-hoc reporting. This is encouraged because the business will iterate the Workbooks before requesting data to be Certified. • Certified Data – data must be verified and signed off by the business before it can be used in building and publishing a Workbook. • Data Requests – are made by the business in the Help Desk ticketing system • What Data is Most Important? – prioritizing what data moves into the Data Lake when is the most important item to prioritize. We look for “sweet spots” where multiple Business Stakeholders need the same basic data to help guide prioritization • ETL – is 80-90% of the total effort required

• IT’S ALL ABOUT THE DATA.

No Data = No Reports. Bad Data = Bad Reports

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Security Request Process 1. Requestor fills out Help Desk Ticket and attaches Manager’s approval 2. Data Owner(s) reviews and approves 3. Tableau Account set up, Requestor added to proper Group(s) 4. Row-level security added (if needed)

5. Requestor notified, Help Desk Ticket closed Restricted © Siemens AG 2016 Page 23

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Summary 1. It’s all about the data 2. See #1 3. Start small – try it out on a small scale first 4. IT and business must be partners or all bets are off 5. Governance must protect data yet allow for business to prototype and do ad-hoc reporting while not hurting anyone 6. Never underestimate the power of Executive Sponsorship Restricted © Siemens AG 2016 Page 24

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And now…the Unicorn! Certified

Uncertified

Essbase

Products

SAP

Access

Write- Back

OpenAir

Operational

O2O

Discovery

GTAC

Excel 3rd Party

Data Management

SFDC

Data Lake

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What’s Next? Check out more from the Tableau Enterprise IT Webinar Series tableau.com/learn/series/enterprise-it-summit-webinar-series Give Tableau a Go tableau.com/products/trial Informatica & Tableau tableau.com/tableau-and-informatica Informatica informatica.com

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