Professional Documents
Culture Documents
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Best Practices to
Gather, Refine, and
Cement SAP BW/BI
Reporting Requirements
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Gary Nolan
TekLink International
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In This Session
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1
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Gathering requirements
Managing the scope of your project
Establishing a key figure matrix
Developing a functional model document to further
define scope
Keeping an eye to the future
Refining requirements
Wrap-up
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2
Gathering BI Requirements
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3
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4
Complexity is underestimated
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5
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6
Focus on deliverables
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7
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8
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9
Interviews
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Stakeholders
Business requirements
Sources of data
Delivery method
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10
Goal of Interviews
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11
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12
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13
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14
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15
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16
Foster Ownership
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Scope management
Issue resolution
Testing
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17
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Once the SMEs own the solution, they are much more prone
to better prioritize and resolve issues
Without this ownership, projects often lag, or even fail
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18
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19
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Gathering requirements
Managing the scope of your project
Establishing a key figure matrix
Developing a functional model document to further
define scope
Keeping an eye to the future
Refining requirements
Wrap-up
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20
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21
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22
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23
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24
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25
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26
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Gathering requirements
Managing the scope of your project
Establishing a key figure matrix
Developing a functional model document to further
define scope
Keeping an eye to the future
Refining requirements
Wrap-up
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27
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28
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KPI Name
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One and only one common name should be used for each
measure across the organization
If there are two methods of calculating one measure, a new
name should be developed and used for one of the KPIs
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30
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Owner/Steward
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The KPI matrix works best when this is one name, not a
department or group
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Exception Criteria
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Global/Local
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Data Sources
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Granularity
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Security
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Characteristics
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34
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35
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36
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Gathering requirements
Managing the scope of your project
Establishing a key figure matrix
Developing a functional model document to further
define scope
Keeping an eye to the future
Refining requirements
Wrap-up
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37
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38
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40
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41
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42
Presentation Requirements
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Sign-off
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43
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44
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DataSources
InfoSources
DSOs
InfoCubes
Information delivery (query)
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Gathering requirements
Managing the scope of your project
Establishing a key figure matrix
Developing a functional model document to further
define scope
Keeping an eye to the future
Refining requirements
Wrap-up
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46
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47
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Sales Reporting
InfoCube
Reporting
Layer
Consolidated
Layer
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Transactional
Layer
Sales Order
Lines DSO
Delivery Lines
DSO
Freight
DSO
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Costing
DSO
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Data Source
Layer
SAP
SAPECC
ECC
Sales
SalesOrder
Order
Lines
Lines
SAP
SAPECC
ECC
Delivery
Delivery
Lines
Lines
External
External
Freight
Freight
Information
Information
External
External
Costing
Costing
Information
Information
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Reporting Layer
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Consolidated Layer
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50
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51
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Gathering requirements
Managing the scope of your project
Establishing a key figure matrix
Developing a functional model document to further
define scope
Keeping an eye to the future
Refining requirements
Wrap-up
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52
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This helps determine exactly what the end user will see and
how the data will be present
f What tool set?
f Portal?
f Interaction with Excel?
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Not only is the data often dirty, but it does not always
harmonize well with other data
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53
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54
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Gathering requirements
Managing the scope of your project
Establishing a key figure matrix
Developing a functional model document to further
define scope
Keeping an eye to the future
Refining requirements
Wrap-up
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55
Resources
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Foster ownership
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58
Your Turn!
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59
Notes:
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Notes:
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