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Monday, December 1, 2008

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Smart or Proactive Applications
Everyone in the data business understands that data is growing exponentially. In fact, it is quite understandable that everyone in your organization will be required to monitor increasing amounts of information with the responsibility to act on that information. However, we are seeing a shift in the way businesses are addressing this problem. Instead of building applications that require human interaction drill down OLAP or ROLAP answers, "smart" applications are emerging as the norm. Smart applications are applications that will query, test and probe your data automatically based on business rule metadata that you define. These business rules might be as simple as "If any of my products' volume falls by more than 10% from the prior period, I want the business manager to be paged and a more detailed report waiting in his e-mail for his review." Being able to create, define and implement applications of this nature will give businesses like yours a distinct advantage and the ability to react to business issues before you even come to work the next day!
Integration of Data and Applications
Companies are investing tremendous amounts of dollars towards integrating their data and applications to be shared on common platforms. We have found and in fact we agree that this is a very worthwhile effort and should continue to be pursued. However, in the 11 years of consulting to Fortune 500 companies, we have yet to see a completely integrated system or data warehouse. Why? The answer is change. Your business will continue to grow and change. It is imperative that companies have development tools that can react to business questions before the data is integrated into your systems. Businesses will continue to add new data sources that won't quite be ready for systems integration. What will you do if someone asks an important business question that needs to be answered today? How will you integrate, transform and report your data for these requests? Successful companies recognize the need to react quickly to ever-changing business problems. Accomplishing this integration of data and applications "on the fly" before it is incorporated into your systems is crucial to achieve the quickest "Time to Answer" and give you the competitive advantage you need. An important aspect of your business intelligence solution must include the ability to react quickly to these very important requests. These questions can't wait until the data is in a format that is acceptable. If you wait too long, the business environment will have already changed. Your BI solution must have the ability to integrate your data and applications "on the fly". It is important that business intelligence tools reduce the "Time to Answer" on some of their most complicated data. It seems clear as businesses grows that it will become more and more important to integrate new data sources and their applications from departments all over your organization and on the Web and to be able to so today!
"The currency of the digital marketplace is intelligence, but it's hard to leverage the cumulative knowledge collected by disparate systems… A real-time, panoramic, single customer view (of data) is the Holy Grail … everyone is searching for it." - The Meta Group
Web Enabled Analytical Applications
After the completion of analytical applications, importance should be given as to how you disseminate or distribute those applications or finished reports. Remember that your users have clients, too. Many of these data consumers do not have the desire or need to interface with a sophisticated analytical application in order to see their results. Instead, they prefer to have some simple point and click interface to get to the data of importance to them. The Web seems to be the most common and accepted interface portal. Therefore, publishing finished applications and reports to the Web is a necessary and valuable component of your business intelligence system. It is also important to create a relationship between your business intelligence tool and the delivery mechanism of the Web. Without this relationship, reports will be duplicated in multiple delivery systems to address the needs of data consumers at varying degrees of sophistication.
Ability to Create Local Joins at the Application Level
The ability to create local joins at the application level allows you to combine data from disparate sources or separate queries from within your database. It is a common need to join data at the application level to:
1)
Build business rule comparisons
2)
Enhance query performance
3)
Join locally created data i.e. local spreadsheet with your database
4)
Join data from multiple databases or data sources
5) Calculate aggregates on the fly based on a realignment of data due to new business rules that are in place before the actual data warehouse changes can be implemented. We have found that these tasks are now commonly attempted by manually sorting data and creating joins using spreadsheet macros or writing complex C or Visual Basic code which can be very time consuming and requires an extra level of computer expertise.
Automated Cutting and Pasting of Data
Many "canned" reports are created for reuse when new data is posted. This process can be automated to reduce the time necessary to perform these tasks over and over during each data refresh period. With the use of spreadsheet templates and the ability to automate cutting and pasting, a very complicated analysis that is performed on a repetitive basis can be reduced to a single push of a button. Without this functionality, repetitive tasks can introduce errors and can become quite time consuming to the point where full-time employee positions are required just to maintain standardized reports.
Metadata to Define User Friendly Representation of Databases and Their Relationship with Each Other
Metadata eliminates the need for users to guess what their database tables mean. Tables can be named, as the business needs to see them, through a logical representation called metadata. This shields users from unfriendly database naming conventions without effecting underlying systems. Insignificant columns that are confusing to users can also be removed from the users' representation without the need to alter underlying physical tables.

Logical groupings of tables may also be defined in metadata. These grouping can assist the user in determining which tables actually have meaningful relationships with each another. These groupings can also contain the proper joins necessary to create a correct query. Without the use of metadata it is common to see frustrated users unwilling to use the database because too much technical know-how is required. Default joins provided in the metadata also improve the quality of database usage by eliminating "bad" or "runaway" queries, and thereby increasing database credibility and confidence.
Sending data directly to Excel
Seamless integration with Excel is a base requirement of business intelligence tools. Integration with Excel does not mean, "we create Excel outputs". It truly means that the functionality that exists in Excel must be leveraged in your business intelligence application development environment. Leveraging Excel will help mitigate the learning curve your users have when trying to create complicated analysis. A typical benefit observed is the ability to have applications simply drop data into Excel templates and produce complicated reports with little technical effort. This leverages the base knowledge that already exists with a tool that your users are comfortable with.

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