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User Adoption and Retention in OBIEE for the IT department

Robin Moffatt
December 09, 2015

User Adoption and Retention in OBIEE for the IT department

Build it, and they will come! Maybe. But maybe they won't stay very long, and maybe they'll never return...and you may never know. Your users are the most valuable part of your OBIEE system; without an active and engaged user base an OBIEE deployment is doomed to wither and die, to join the scrap heap of many a failed BI project. But it doesn't have to be that way!

In this talk I will discuss how we can measure user engagement, collect performance metrics, and most importantly see how to action this information in order to proactively work with users to ensure the system is meeting their needs in terms of performance, functionality and data. The core data source for all of this is OBIEE's Usage Tracking, and we will also discuss how log files can be configured and mined in order to provide an additional rich source of data.

Robin Moffatt

December 09, 2015
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  1. [email protected] www.rittmanmead.com @rittmanmead
    Robin Moffatt, Principal Consultant, Rittman Mead | UKOUG 2015
    User Adoption and Retention 

    in OBIEE for the IT department
    1

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  2. [email protected] www.rittmanmead.com @rittmanmead
    • Principal Consultant with Rittman Mead

    - OBIEE & ODI / SysAdmin / Performance
    • Previously …

    - OBIEE/DW developer at large UK retailer
    - SQL Server DBA, BusinessObjects, DB2, COBOL….

    • Blog: http://ritt.md/rmoff

    • Twitter: @rmoff

    • IRC: rmoff / #obihackers / freenode
    Robin Moffatt
    2

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  3. [email protected] www.rittmanmead.com @rittmanmead
    About Rittman Mead
    3
    •World’s leading specialist partner for technical
    excellence, solutions delivery and innovation in
    Oracle Data Integration, Business Intelligence,
    Analytics and Big Data
    •Providing our customers targeted expertise; we are a
    company that doesn’t try to do everything… only
    what we excel at
    •70+ consultants worldwide including 1 Oracle ACE
    Director and 2 Oracle ACEs
    •Founded on the values of collaboration, learning,
    integrity and getting things done
    Optimizing your investment in Oracle Business Analytics
    •Comprehensive service portfolio designed to
    support the full lifecycle of any analytics solution

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  10. [email protected] www.rittmanmead.com @rittmanmead
    A System is Nothing Without its Users
    10
    • We need to ENGAGE users and we need to RETAIN users

    - How do we do that?
    - How do monitor if we are doing it well enough?

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  11. [email protected] www.rittmanmead.com @rittmanmead
    How Do We Engage and Retain Users?
    11
    - Data
    • Accurate
    • Available and Relevant
    • Timely




    - Accessibility
    • Intuitive Navigation
    • Good Response Times
    • Right Place & Right Time

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    Intuitive Navigation
    14

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  16. [email protected] www.rittmanmead.com @rittmanmead
    Measuring User Engagement and Adoption
    16
    • Frequency - Ratio of Daily Active Users (DAU) to Monthly
    Active Users (MAU)



    • Adoption - proportion of those with access to OBI who use
    it

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  17. [email protected] www.rittmanmead.com @rittmanmead
    Measuring User Engagement
    17

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  18. [email protected] www.rittmanmead.com @rittmanmead
    Usage Tracking is a gold mine!
    18
    • Monitor

    - User Engagement levels
    - Usage patterns
    - System Performance
    - Unused Dashboards

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  20. [email protected] www.rittmanmead.com @rittmanmead
    Enabling Usage Tracking
    20
    1. Import the tables to the RPD physical layer

    ‣ The tables S_NQ_ACCT & S_NQ_DB_ACCT that hold Usage Tracking
    data were created at installation time by the RCU tool (BIPLATFORM)
    2. Add connection pool with R/W user

    3. Update MBeans to point to tables/connection pool in RPD

    4. Restart BI Server

    5. Check nqserver.log for errors

    6. Rinse & Repeat until it works…

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  21. [email protected] www.rittmanmead.com @rittmanmead
    SampleApp - thank you Oracle!
    21
    • Free download from Oracle

    • Fully provisioned virtual machine with
    whole OBIEE stack (and more)

    • Massive RPD and set of dashboards

    • Pre-built Usage Tracking model +
    reports
    • Lots of other goodies too!

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  22. [email protected] www.rittmanmead.com @rittmanmead
    Monitoring Performance
    22

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  23. [email protected] www.rittmanmead.com @rittmanmead
    Measuring User Engagement
    23

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  24. [email protected] www.rittmanmead.com @rittmanmead
    User Re-Engagement
    24
    • The data’s there - use it!

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  25. [email protected] www.rittmanmead.com @rittmanmead
    Does Anyone Really Use the Widget Report Anyway?
    25
    • Identify stale dashboards

    • Use the WebCat Utils from SampleApp for visibility of full
    catalog

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  26. [email protected] www.rittmanmead.com @rittmanmead
    Do You Have a “Shadow Army” of Reports?
    26
    • You have a set of dashboards for users to access

    - You may even have a report catalog and governance process
    • …but your users want their copy of it!

    • Inefficient for users

    • Big support overhead

    • A right PITA at upgrade time!

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  27. [email protected] www.rittmanmead.com @rittmanmead
    Performance
    27
    • Performance is not Oracle database cache hit ratios and
    tuning configuration parameters

    • Performance is the response time and variance as
    experienced by the users at their desks

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  28. [email protected] www.rittmanmead.com @rittmanmead
    Monitoring Performance
    28

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  29. [email protected] www.rittmanmead.com @rittmanmead
    Performance Analytics Dashboards
    29
    • Monitor and Troubleshoot
    performance problems

    • Interactive dashboards for
    rapid analysis

    • Holistic view of OBIEE in one
    place
    - Response Times
    - Cache usage
    - Temporary file usage
    - Database metrics
    (ASH)
    - OS metrics

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  30. [email protected] www.rittmanmead.com @rittmanmead
    Why’s My Report Slow?
    30
    • WHERE’S my report slow:







    • http://ritt.md/silver-bullets-slides

    • http://ritt.md/silver-bullets-video

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  31. [email protected] www.rittmanmead.com @rittmanmead
    Performance Analytics
    31

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    Performance Analytics
    32

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  33. [email protected] www.rittmanmead.com @rittmanmead
    Rittman Mead Performance Analytics Service
    33

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  34. [email protected] www.rittmanmead.com @rittmanmead
    User Engagement
    34
    Visual Redesign Business User Training
    Ongoing Support
    Engagement Toolkit
    Average user adoption for BI
    platforms is below 25%
    Rittman Mead’s User Engagement Service can help
    Source : http://www.biscorecard.com/bi-adoption-flat/ / https://www.gartner.com/doc/1712414/consumerization-bi-drives-greater-adoption

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  35. [email protected] www.rittmanmead.com @rittmanmead
    OBIEE Click Stream Data
    35
    • Usage Tracking is great, but it
    only captures interactions with
    the BI Server

    • We have the capability to easily
    track every interaction a user
    makes with OBIEE

    • Native OBIEE capability,
    minimal overhead

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  36. [email protected] www.rittmanmead.com @rittmanmead
    OBIEE Click Data Analysis
    36
    • Which browsers are my users using? Are they using
    Desktop or Mobile?

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  37. [email protected] www.rittmanmead.com @rittmanmead
    OBIEE Click Stream Data Analysis
    37
    • How often do users export data? From which reports? To
    what format?

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  38. [email protected] www.rittmanmead.com @rittmanmead
    OBIEE Click Stream Data Analysis
    38
    • Segment users based on click
    patterns to identify those least
    likely to return to the system

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  39. [email protected] www.rittmanmead.com @rittmanmead
    #EOF
    39
    email

    [email protected]
    web

    http://ritt.md/rmoff
    twitter

    @rmoff
    irc

    rmoff @ #obihackers
    Rittman Mead
    User Engagement Service
    http://ritt.md/ue
    Rittman Mead

    Performance Analytics Service
    http://ritt.md/pa

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