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BITeamwork Collaborative BI for Oracle BI
Introduction Presentation
November 2013
• Introductions • About Us • Collaborative Business Intelligence • Technical Integration • Build vs. Buy • Features • Oracle BI / BITeamwork Demo
Agenda
[Company XYZ]
Art of BI Software Presenting Team Christian Screen – Chief Geek/President Jacob Park – Product Manager/Lead Developer
Introductions
BI Platform Experience
Collaboration, Feedback,
Gamification
Administration, Maintenance,
Security
BITeamwork Overview
• A well established platform in 2.x release of product development
• The only Collaborative BI system that integrates with Salesforce Chatter and Microsoft Yammer
• A pre-packaged dependable commenting solution
• A better alternative to building a home-grown commenting system
• An end-to-end comment management solution that extends beyond creating comments
Rounding off the sharp edges is not the goal of Collaborative BI. It’s about the feedback, the task, and the participation in collective decision making.”
“
About Us
• Established in 2009 • Many open source projects including Project Amelia • First commercial software product in 2013, BITeamwork • Oracle Silver Partner • Management team of Oracle ACEs • Evangelist for Business Intelligence and Data Warehousing • Dedicated to providing real solutions to BI problems through
application development and web-based architecture • Customers across several vertical industries
Art of BI Software
• Released in Q3 2013 BITeamwork is seeing tremendous interest in Collaborative BI in OBIEE.
• The following are several of the higher profile companies using BITeamwork:
• Colorcon • Cisco • Verizon • TEVA • Pernod Ricard France
Companies Using BITeamwork
Collaborative BI
Collaborative BI
• A means to share decision making information internally throughout the enterprise and to other privileged organizations
• Enables input and feedback within the context of a Business Intelligence application
• Reduces knowledge silos inside the decision making process • Increases user adoption of a BI system • Adds amazing interactivity for users in a BI system • Emphasizes the problem-solving process with collective
intelligence where possible
Collaborative BI
Tactical
• Dashboard Comments • Cell Comment/Annotation • Notification of Comments • Screen Markups • Voting/Liking Comments
Strategic
• Gamification • Comment Aggregation • Discovering comment trends • Tasks Lifecycle • Context Sensitive Comments • Comment Management
Technical Overview
WebLogic Server
BITeamwork Technical Architecture
OBIEE Presentation Layer
Secu
rity
Laye
r (LD
AP) BITeamwork
Metadata Layer
OPM
N
Data Sources and OBIEE/BITeamwork Repositories
WebLogic Server
BITeamwork Technical Architecture
OBIEE Presentation Layer BITeamwork
BITeamwork DB Repository
BITeamwork Embedded JavaScript
JDBC Data Source
HTTP (Web) Tier
Secu
rity
Laye
r (LD
AP)
Build vs. Buy
Oracle BI Customers Need BITeamwork
INNOVATE THE BUSINESS
OPTIMIZE COLLABORATION
ENGAGE ANALYTICS
Build vs. BITeamwork
Build from Scratch with Traditional
Development Tools
Days
Back-end Programming
UI Design
Integration across Dashboards
Back-end ETL and Mapping
DW Design BITeamwork Integration Across All Dashboards
Training / Roll-out
Training / Rollout
Weeks or Quarters
= &
Build vs. BITeamwork
• Building takes the implementation down a “rabbit hole” • Building usually involves application developers unfamiliar with
the BI System • Building is usually a quick and dirty solution not adhering to any
standards or maintainable code • Building from scratch may meet an initial requirement but will
not scale for the cost to value associated with development. • BITeamwork is a packaged solution built and tested for thorough
compatibility • BITeamwork meets Collaborative BI requirements against dozens
of companies and accepts enhancement requests
Build vs. BITeamwork
Build
• Basic commenting development takes 2-4 weeks.
• No cell comments, history, or admin features
• No reliable maintenance plan to align with Oracle BI patching and releases
• No seamless integration • Not available across all dashboard • No Cell Commenting • Typically forces dashboards/report into
using different layouts or alignment • No consistency or feedback with
external
Buy
• Packaged Solution with enterprise support and development roadmap
• Enhancement requests baked into every release
• Integrates seamlessly into Middle Tier and BI System.
• Documentation, User Guides, Training • Bug/Issue Tracking system • Migration and Upgrade Paths • Built by Oracle ACEs • Quick Purchase to Implementation to
Value and Lower Cost to Value
Features Overview
Features Overview
• BITeamwork has a complete list of Collaborative BI features that provide best-in-class comment management
• The features are included in the latest release of BITeamwork • BITeamwork continues to accept enhancement requests by
existing and potential customers • BITeamwork is also focused on enhancing the usability of Oracle
BI by creating administration functions and general management functions
• Detail descriptions of User and Administrative features are included in this section
Administration
• BITeamwork modifies the legacy Administration page interface
• Gives new categorization to OBIEE Admin feature
• Provides a control panel for all BITeamwork management functions
• Provides server information previously unavailable to OBIEE administrators
Collaboration Pane
• Main reference for creating dashboard comments
• Displays current activity and comments. • Bookmarking functionality allows for
capturing context of a comment with native bookmarking of current view as a hyperlink
• Panel integrates with Salesforce Chatter and MS Yammer to read social network feeds under Activity
• Icon menu provides easy access to user ancillary controls
• Securable by Privilege *
* Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.
Collaboration Pane (Collapsed)
• Collapsible Collaboration Pane to recapture valuable dashboard real estate • Expandable to full view by clicking expand or collapse icons • Intuitive look and feel matching Oracle BI portal GUI • Maintains navigation icons for sketching, settings, and help menus • Does not restrict other functionality when collapsed
Collaboration Pane Breakdown
Icon Control Menu
Comment Feed Toggle, BITeamwork / Salesforce / Yammer
Create Comment Input
Save Comment w/Bookmark or Simple Save Functionality
Current Feed Activity (Refresh or Search Filter options)
Comments Currently On Dashboard
Comment Attributes/Actions (Votes, Replies, and Reply)
Collaboration Toolbar
• An indicator for the number of dashboard or view comments on the current dashboard
• Icons are shortcuts to BITeamwork commenting features:
• Cell and View Comment Section Highlighter
• Current Comments • Create New Dashboard Comment
• Securable by Privilege *
Comment Toolbar Visible on Dashboard Pages
* Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.
General Comment Dialog Window
• Main pop-up dialog box for creating comments with options
• Main attributes/options: • Category • Comment • Notification • Security
• Additional tabs are mainly user specific:
• View All • Settings • History
• Securable by Privilege * * Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.
Comment Taxonomy
• Categories selection capability for aligning comments with pre-defined a taxonomy
• Used for comment classification, comment aggregation or other custom reference
• Controlled via BITeamwork Control Panel
• Option visible to all users with ability to create comments
Comment Dialog Window Breakdown
View All Comments on Current Dashboard
Users Settings and Options
Historical Comments Posted by the User viewing the dialog window
Open Comment Security Option Panel to determine user(s) or application role(s) that have permissions to view this comment
Notify users or application role(s) to
view this comment. Uses OBI Delivers
Input a comment
Category Taxonomy
Submit the Comment
Comment Notification
• Notify specific user(s) or application role(s) that a new comment is available
• Uses Oracle BI Delivers system to deliver notification if enabled
• Provides autocomplete, search ahead functionality to provide accurate user or application role names
• Allows multiple user(s) or application role(s) to be notified
• Adds a sense of accountability to the BI System
Comment Security
• Option available to secure a comment so that it is visible to only specific user(s) or application role(s)
• Easy pick list selection functionality
• Searches using autocomplete and search ahead functionality
• Gives security to sensitive comments meant for certain user’s eyes only
• Secure comments are indicated by a lock icon corresponding to the comment when visible.
Delete Comment (by Author)
• Comments may be deleted by the comment author at any point in time.
• Comments are soft deleted in the database for historical tracking
• A deletion option is not available for users viewing a comment that they did not create
• Deleting prompts a users to confirm the deletion request and remove immediately upon confirming the request.
Cell Comment/Annotation (Step 1)
• BITeamwork maintains cell commenting of Pivot Table and Table views across dashboards and dashboard pages
• First step is to turn on the View Highlighting function to show areas which can host comments (A)
• Use the View Highlight icon from the BITeamwork Toolbar
• All View areas which can have comments are highlighted with a dashed grid.
• Click in a cell of a Table or Pivot Table to open the dialog box for adding the cell comment
Cell Comment/Annotation (Step 2)
• Clicking in cell opens the “Add Cell Comment” dialog window.
• Enter a comment, choose any options such as notification or security, then submit the comment.
• Cell comments are indicated in the Pivot Table or Table view by an icon and/or an optional global background color
View Cell Comments
• Hovering over a cell comment opens the comment reader dialog window.
• Comments are displayed in chronological order with most recent comment at the top.
• Comments are displayed regardless to whether they are in context to the current prompt selection. However, and option to predicate on prompt context sensitivity is available.
• An umbrella icon respective to the comment indicates if the comment being viewed is aligned with the current prompt selection context in which the comment originated
Comment Context Sensitivity
• An umbrella icon respective to the comment indicates if the comment being viewed is aligned with the current prompt selection context in which the comment originated
• By checking the “Show Only Current Prompt Context Items” checkbox, a user would only see prompt context comment, which are those containing the umbrella indicator icon.
• Future versions may provide this option as a user setting where only prompt context sensitive items will be visible
Comment Reply
• Users may reply to comments
• Comment replies are threaded so that a conversation is created based on the original comment
• Replies are timestamped and become searchable criteria
• Securable by Privilege *
* Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.
Comment Votes (“Like”)
• Users may vote-up or “Like” comments in social network fashion similar to Facebook
• Voting-up comments provides an immediate feedback system for the BI system
• Users may vote-up (“Like”) against the originating comment (v2.4)
• Voted-up comments may then be aggregated to achieve a ranking of the most salient comments and remarks in the BI system
• This increase user engagement in the BI system and encourages feedback and participation in enterprise analytics
• Securable by Privilege *
* Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.
Dashboard Sketching
• A dashboard augmentation option designed to facilitate presentations with Oracle BI
• As of BITeamwork version 2.5 this option does not support dashboard screenshots or combination screen captures.
• Sketch does not interfere with any existing operations or functionality
• Click the sketch icon to turn on/off Sketch functionality
• Securable by Privilege *
* Access to this object is secured via the BITeamwork Control Panel in order to restrict access, visibility, or control to specific users or application roles.
Comment Searching/Filtering
• Search through dashboard comments and filter the content to locate specific commentary
• Utilize wildcard searching(*) or standard keywords to locate specific comments matching criteria entered into the search text field
• Leverage the sorting capabilities to modify the default sorting applied
Comment RSS Feed – Per Dashboard
• Rich Site Summary or Really Simple Syndication feed for comments
• Based on individual dashboard comments applied and represented in chronologically reversed order listing latest comments first
• Provides a means to be alerted to new comments in any RSS reader
• Allows integration point or API for any internally developed consumption systems or CMS such as Sharepoint, WebCenter, etc. to embed latest OBIEE dashboard comments
• Enterprise Version Only
User Settings
• Provides a means for users to manage user centric options
• Refresh option provides an update mechanism for updating the currently logged in user’s session with the latest privileges, and global modifications enacted by an administrator
Most Voted Comments – OBIEE Home Page
• Augmented OBIEE Home page shows section for “Most Helpful Comments”
• Aggregated comment voting per BI system contributors providing feedback and collective intelligence for comments of highest interest or importance
• Provides an indication of most active and prolific users of the BI system
Splash Pages
• Provides a means to communicate to all users of OBIEE a status, help message, or other information such as a video or HTML link to more information
• Excellent web 2.0 functionality for conveying mass alerts
• Customizable for any HTML content
• Set using a time range for displaying the message
• Users can dismiss after reading one time to not show again
Maintenance Mode
• Provides administrators with the means to create a maintenance mode window
• Alerts all users accessing the BI system
• Provides an on/off toggle of operation
• Users acknowledge once to clear the message and continue into the system
• Enables proactive and/or redundant communication to end users enforcing confidence in the BI system
Environment Eye
• Function provides all users with an explicit graphical header on the BI system indicating which environment is currently being accessed
• One-step configuration which can be set up specifically for each environment (Dev, Test, Prod) with custom title and color
• Assist with identifying activities per environment
• Prevents issues and environment confusion
