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Case Study: How Apotex Integrated BusinessObjects Solutions into Its Existing SAP NetWeaver BI Landscape for Easier

End-User Reporting
Dr. John Mayer Apotex
2008 Wellesley Information Services. All rights reserved.

In This Session ...

Apotex started down the road of implementing a comprehensive business intelligence strategy in 2002. Since then, there have been successes and many lessons learned, both from a technology and from a process perspective. During this session we will explore the Apotex journey and highlight what we now believe to be critical components of building a workable business intelligence infrastructure. Part of the technology required to enable this strategy leverages offerings from core SAP applications as well as Business Objects, an SAP Company, and well explore an example of where both technologies are used to provide valuable insight to our business.

What Well Cover


A brief history of reporting at Apotex successes and challenges Drivers for reassessing our approach to Business Intelligence The BI strategy at Apotex People, Process, and Technology Example of the application of the BI strategy Finance Dashboards Wrap-up

About Apotex

Apotex was founded in 1974 and is the largest Canadian-owned pharmaceutical company Based in Toronto, Canada exports to over 115 countries worldwide Employs > 6,500 people in R&D, Manufacturing, and Distribution worldwide Produces > 300 generic pharmaceuticals in > 4,000 dosages and formats Worldwide sales > $1 billion per year

History of Reporting at Apotex

Implemented first SAP ERP system in November, 1999 FI and processes to support purchasing Implemented SAP R/3 4.6C in July 2001 First Reporting Strategy in March 2002 outlined the need for harmonized, consistent reporting across business units and the need for a process strategy and investment in skills people, process, and technology Took a tool-centric approach to reporting/BI If we build it, they will come

History of Reporting at Apotex (cont.)

In the early stages of SAP, focused on queries and ABAP reports in SAP R/3 Invested in Crystal Enterprise as the backbone for consistent delivery of (flat) reports Had a desire to push ad hoc reporting capabilities to end users, but lacked capable tools for a long time During rollout of Crystal Enterprise, also started the rollout of SAP BW 3.1

History of Reporting at Apotex (cont.)


Implemented SAP BW mid-2003 with SAP R/3 SD feeds Took a very tool-centric approach to developing data marts and reporting Implemented with limited success Lack of adoption due to limited user GUI Performance issues plagued end-user query generation Failed to appreciate the complexity of the technology and so didnt focus on skills development led to limited success for support and changes of the data mart

History of Reporting at Apotex (cont.)

On the end-user reporting front, continued to expand the use of Crystal Enterprise, albeit only for flat reporting No consistent reporting approach across projects no focus on standards, no focus on standards tools (always investigating the latest and greatest products), no focus on the big picture By mid-2005, from a comprehensive business intelligence perspective, no further ahead than we were in 2002

What Well Cover


A brief history of reporting at Apotex successes and challenges Drivers for reassessing our approach to Business Intelligence The BI strategy at Apotex People, Process, and Technology Example of the application of the BI strategy Finance Dashboards Wrap-up

Drivers for a Renewed Business Intelligence Approach

In mid-2005, started the project to implement dashboards for Finance division Started as strictly an SAP BW initiative Encountered some of the same issues as with SD performance issues on query generation, lack of adoption of end-user reporting interface (BEx) By mid-2006, however, a couple of things happened: Business Objects purchased Crystal Decisions Our Crystal Enterprise infrastructure was aging and due for an upgrade Prolific system integration was happening on our New Product Development side of the business, which was (is) predominantly non-SAP There was added awareness of some of the issues we faced

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Realization of Ongoing Systemic Issues

There was a divisional, siloed approach to reporting and business intelligence Lack of oversight and data governance There was no control, and in some cases, conflicting definitions as to what certain terms meant no one was speaking the same language There were many data quality and data definition issues: Conflicting definitions of key business terms such as product or launch date, with no single verifiable source of the true information Many inconsistencies in the data itself (Example: CND vs. CAN)

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Realization of Ongoing Systemic Issues (cont.)

Report development was taking too long and often not to user satisfaction Lesson learned: Report development is a highly iterative process that is not inconsistent with new software development processes We were suffering from technology confusion No control over which technology was facilitating reporting in projects and operationally Resulted in too many tools, no consistent approach, no comprehensive skill development Heterogeneous expectations: Some business units wanted reporting tools themselves, some did not There was a realization that BI maturity was wide and varied across the business functional units
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What Well Cover


A brief history of reporting at Apotex successes and challenges Drivers for reassessing our approach to Business Intelligence The BI strategy at Apotex People, Process, and Technology Example of the application of the BI strategy Finance Dashboards Wrap-up

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The BI Strategy at Apotex

By mid-2006, decided upon a new course of action with a renewed focus on BI as a fundamental business practice and priority Developed a comprehensive strategy to drive BI through the organization top down through ensuring executive buy-in and bottom up by implementing quick BI wins through smaller, more focused data marts

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The BI Strategy at Apotex Guiding Principles

BI needs to be a strategic partnership between all of the Business Units and Information Services (IS) neither can do it effectively alone or in business silos Build competency through tools standardization, yielding improved overall support from improved know-how both in IS and the Business Use the right tool for the right purpose with the right user Adopt the concept Better BI = Better Bottom Line

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BI Strategy at Apotex Technology Recommendations


Standardize on the right BI software vendor and tools Align the existing BI and other reporting implementations with standard BI tools where possible Create a flexible, scalable, and robust technical architecture that can quickly adapt to business needs while controlling costs Separation of the back-end data source technology from the technology driving the presentation layer to the end user Presentation needed to be consistent to the end user, regardless of back-end system; i.e., had to work across many technologies (SAP, Oracle, SQL Server databases, DB2, etc.)

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BI Strategy at Apotex Technology Recommendations (cont.)

Harmonization and Consolidate

Presentation Layer

Departmental Systems

Data Mart Universe Reports

SAP - BW Staging Area


Data Mart Reports

RDBMS

OLAP Cube Dash Boards

MS Access

Data Mart

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BI Strategy at Apotex Technology Recommendations (cont.)

Using the SAP BW FI initiative as the guinea pig, investigated whether BusinessObjects XI Rel. 2 could be the end user unifying presentation technology Tested the suite of available applications against both the SAP BW FI cubes and non-SAP applications Found it to be easy to integrate and most of all, an enhancement to the end-user experience In particular, found the BusinessObjects Web Intelligence software technology to be robust and able to facilitate the end-user ad hoc reporting capability that we had been missing for so long

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BI Strategy at Apotex People Recommendations

Ensure the right people and organizational structure to support the BI strategy Assign a BI Process Owner to ensure accountability Develop in-house skills for BI Functional Consulting Implement more rigorous Data Architecture for Design and Development oversight Develop in-house Application Development and Data Warehouse Development skills Establish relationships with the right technology consulting partners to assist with the BI implementations as we grow our internal skills

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BI Strategy at Apotex People Recommendations (cont.)

Clearly separated what IS is responsible for and what the Business is responsible for: IS best suited to handle core design of data warehouses, data marts, universes, and their development Can oversee design consistency and identify crossfunctional points of integration Can leverage external partnerships where necessary and can monitor vendors for performance Business is best suited for developing ad hoc reports and queries analytical reporting, e.g. Initiated an overall corporate directive that each business unit must identify and train BI power users as part of project rollouts

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BI Strategy at Apotex Process Recommendations

Focused on new, enterprise approach to data mart development and reporting Invested time and resources to map out a data dictionary to be used across all new initiatives defines consistent definition of certain data, ownership of that data, required stewardship, and rules for its use Continues to be refined and the dictionary grows with time have implemented a Corporate Data Governance group

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BI Strategy at Apotex Process Recommendations (cont.)

Harmonized our data mart design principles across both SAP and non-SAP systems In the past, tended to treat SAP as its own technology, with its own set of design principles and implementation We now harmonize on our approach to gathering requirements and architecting solutions Tended to treat the implementation of data marts/BI as part of projects separate from the operational support of those applications

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BI Strategy at Apotex Process Recommendations (cont.)

Implemented three working groups in Information Services: Strategic, Tactical, and Operational Focused on communication between all relevant parties that facilitate the BI strategy make everyone feel as though they play a contributing part Strategic Working Group Comprised of BI Process Owner, Data Architects, Designers, and Consulting Managers Discuss, define, and refine overall BI strategy, business drivers, and priorities Helps define the pace of BI implementation based upon the needs of the business, maturity of the business units, where existing tactical deployments lay
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BI Strategy at Apotex Process Recommendations (cont.)

Tactical Working Group Comprised of Data Architect, Consulting Managers in charge of Projects, Operational Support Managers Communicate the status of specific project initiatives Define training gaps and approach for project go-lives to ensure operational support Balance tight resource pool across project work while taking support work (changes, incidents) into consideration

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BI Strategy at Apotex Process Recommendations (cont.)

Operational Working Group Comprised of a Reporting Manager, Operational Support Managers, Designers and Technical Developers Helps communicate and manage operational reports incidents and changes Vets changes against the timelines for project deployments and alignment with overall BI strategy

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Continuing BI Challenges

Wanting too much too soon This needs to be thought of as a multi-year endeavour Best practice The rolling snowball approach Start small, build awareness, build competency (both IS and Business), focus priorities, establish quick wins Avoid the avalanche Limited resources available to manage operational changes and incidents, and to perform general maintenance Time lag from when individuals were initially trained to when they actually started using that training

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Continuing BI Challenges (cont.)

Difficult to manage and enforce standards against physical database changes and implementations Limited understanding of dependencies and impacts as it relates to BI initiatives, across multiple data sources Lack of clear business ownership/stewardship of information Data inconsistencies Heterogeneous master data across business functions continues to be a barrier to system and BI integration

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BI Recommendations

Hire and/or train internal staff and engage them on projects to ensure learning and knowledge transfer Align project management methodology to support various BI and Data Management tasks and deliverables Engage BI and Data Management functional experts in reviewing project plans and assess approaches earlier, start evaluation stage Ensure projects are prioritized to make proper usage of limited BI and Data Management resources Avoid going live with multiple projects that include BI deliverables, phase out implementations

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What Well Cover


A brief history of reporting at Apotex successes and challenges Drivers for reassessing our approach to Business Intelligence The BI strategy at Apotex People, Process, and Technology Example of the application of the BI strategy Finance Dashboards Wrap-up

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Finance Dashboards Drivers

Business driver for Finance (FI) dashboards Looking for a consolidated view of our business, with the ability to drill down to more detail Driven by looking at views from different perspectives: Product, customer, or region Design Drivers Wanted the dashboard experience to facilitate guided analysis with little effort business users could drill into more detail to get answers to information summarized at a higher level Dashboards need to be user friendly and responsive, and the infrastructure had to allow for power-users to develop ad hoc reports Allow individual users to store and run their own custom reports
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Finance Dashboards Technology Overview

Example of the marriage between SAP NetWeaver BI and BusinessObjects technology at Apotex Back-end data mart originally developed on top of SAP BW 3.1 utilized the SAP infrastructure to pull from data sources (ETL), stage data, and build InfoProviders Have since upgraded the back-end systems from SAP BW 3.1 to SAP NetWeaver BI 7.0 Utilized BusinessObjects XI Rel. 2 for front-end dashboard presentation The BusinessObjects front end was originally developed on top of SAP BW 3.1, but no issues were encountered as a result of the upgrade to SAP NetWeaver BI

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Finance Dashboards BusinessObjects Architecture

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FI Dashboards Data Sources

Master Data: from SAP R/3 and I-many Inc. CARS Contract Management solution Transactional Data from: SAP R/3: COPA Operating Concerns Profit Center Actuals Profit Center Budgets Product Costing CARS: Contract Sales Items Flat Files: Projected Sales Budget by Material
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Finance Dashboards Back-End Design


Data extraction from SAP R/3, CARS, and flat files ETL: Source to Staging Layers Staging Layer consists of Operational Data Stores (ODSs) and Cubes ETL: Staging Layers to Reporting InfoProviders Base Reporting Cubes Physically partitioned by business divisions and Fiscal Year Summary Cubes Customer and Product Daily Sales Cube Aggregates are also created for each InfoProvider Aggregate structure is driven by dashboard components MultiProviders on top of InfoProviders above
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FI Dashboards Front-End Design

SAP NetWeaver BI Queries on MultiProviders are created to support the dashboards Be sure to flag released for OLAP (ensures accessibility from the BusinessObjects Dashboard Manager front end) BusinessObjects Universes are created on top of SAP NetWeaver BI queries: BusinessObjects Web Intelligence reports are built on top of the Universes to support the dashboard application Xcelsius models are built with the BusinessObjects Web Intelligence reports using the Live Office Connector Xcelsius models are displayed using the Dashboard Manager as container

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FI Dashboards Overall Architecture

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Finance Dashboards Guided Analysis

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Finance Dashboards Guided Analysis (cont.)


Business user is presented with view of KPIs for a particular region of interest

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Finance Dashboards Guided Analysis (cont.)


Based upon information displayed, user can investigate each KPI from a Customer, Product, or Region perspective

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Finance Dashboards Guided Analysis (cont.)


Detail reports pull parameters from the previous dashboard and give the ability to tailor the report

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Finance Dashboards Challenges

Business users wanted to use the same set of dashboards to display both summary and detailed information Summary information needed to be summarized on-demand from detailed information Drove the design to include aggregate and summary cubes to alleviate performance issues Difficulty finding qualifies consultants versed in the integration of the SAP and Business Objects toolsets Time allocated to data cleanup and validation was vastly underestimated, even for feeds from SAP R/3 There were gaps in the knowledge of the back-end data business rules not always well understood for processes that occurred manually or were ad hoc
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What Well Cover


A brief history of reporting at Apotex successes and challenges Drivers for reassessing our approach to Business Intelligence The BI strategy at Apotex People, Process, and Technology Example of the application of the BI strategy Finance Dashboards Wrap-up

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Resources

Benard Boar, The Art of Strategic Planning for Information Technology (Second Edition, John Wiley & Sons, 2001, ISBN# 0471376558). Good high-level overview of the strategic importance of business intelligence Ralph Kimball, The Data Warehouse Lifecycle Toolkit (Wiley Publishing, 1998, ISBN# 0471255475). Description of a practical approach to building an enterprise data warehouse

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7 Key Points to Take Home

Business Intelligence is a long-term endeavor that will continually evolve and adapt to current business needs Avoid approaching BI strictly from a technology perspective focus on process and people as well Start with an enterprise view of BI, but start small with quick wins to build competency and organizational buy-in Concentrate on one set of technology and mandate its use across all operational, tactical, or strategic initiatives Focus efforts on data management the need to have harmonized data definitions and master sources of the truth Communicate, communicate, communicate involve everyone in the process Invest in the skills required to support the BI process
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Your Turn!

How to contact me: John Mayer jmayer@apotex.com


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Disclaimer
SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, Duet, PartnerEdge, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP.

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