Implementing Centralized Reporting using SAP Analytics Philippe - - PowerPoint PPT Presentation

Implementing Centralized Reporting using SAP Analytics

Philippe Johnston Senior Director, Business Solutions & Application Development Jonathan Andrews Manager, Application Development/Database & Data Administration Information Management and Technology Directorate - Treasury Board of Canada

Session ID#A3859

• In 2014, the Treasury Board of Canada (TBS) began a multi-year program to

implement a Centralized Reporting Infrastructure using SAP BW & SAP BO-BI tools.

• Following the SAP Analytics roadmap for Simplification & Best Practices, TBS have

developed a robust solution that provides improved data-access to thousands of Public Sector workers.

• 1. Departmental drivers for Centralized Reporting
• 2. Centralized Reporting Infrastructure delivery-model at Treasury Board of Canada
• 3. Current State, Future-Growth & Lessons Learned

Overview

Philippe Johnston Philippe.Johnston@tbs-sct.gc.ca Senior Director, Business Solutions & Application Development Information Management and Technology Directorate Treasury Board of Canada Secretariat Responsible for Functional Delivery of various SAP BI Solutions to many Government of Canada departments & Agencies via TBS Channels. Previous Departments / Experience –

• Navy Officer who served on Her Majesty’s Canadian Ships
• Cyber Defence for the Government of Canada

Speaker Bio - Philippe Johnston

Jonathan Andrews Jonathan.Andrews@tbs-sct.gc.ca Manager, Business Intelligence, Reporting and Data Information Management and Technology Directorate Treasury Board of Canada Secretariat Responsible for Functional Delivery of various SAP BI Solutions to many Government of Canada departments & Agencies via TBS Channels. Previous Departments / Experience –

• Managed the deployment and maintenance of a SAP ECC 6.0 solution with a complex set of

business functionality to support the budgetary process of the Government of Canada

• 10+ Years experience working on SAP projects as Functional or Reporting and Business

Intelligence team lead

Speaker Bio - Jonathan Andrews

Background - Treasury Board of Canada (TBS)

• Treasury Board is responsible for the Financial, HR, IM/IT, and efficient and

effective Performance of the entire Government of Canada (GC)

• It manages the $250B budget, the over 250,000 employees and the IM/IT

Direction for the entire GC

• Treasury Board itself is made up of approximately 2,000 financial, HR,

IM/IT analysts that review GC priorities and make recommendations on where funding should be allocated

Background - Treasury Board of Canada (TBS)

Roles in Government - Treasury Board of Canada (TBS)

… Essentially Corporate in the Private Sector

• 31 Ministerial Portfolios covering 209 Government of Canada

Departments, Agencies, Crown Corporations, Special Operating Agencies and other related organizations.

• TBS provides advice and guidance to the Treasury Board committee of

ministers on how the government spends money on programs and services, how it regulates and how it is managed.

• The Secretariat helps ensure tax dollars are spent wisely and effectively

for Canadians.

Background – GoC Departments, Agencies & Crown Corps.

Agriculture and Agri-Food Canada Atlantic Canada Opportunities Agency Canada Economic Development for Quebec Regions Canada Revenue Agency Canadian Heritage Canadian Northern Economic Development Agency Citizenship and Immigration Canada Elections Canada Employment and Social Development Canada Environment and Climate Change Canada Finance Canada Fisheries and Oceans Canada Global Affairs Canada Health Canada Indigenous and Northern Affairs Canada Innovation, Science and Economic Development Canada Justice Canada National Defence Natural Resources Canada Privy Council Office Public Safety Canada Public Services and Procurement Canada Transport Canada Transportation Safety Board of Canada Veterans Affairs Canada Western Economic Diversification Canada

• The Corporate Services Sector (CSS) assists the Secretary of the Treasury

Board in the internal administration of the Secretariat.

• The CSS provides internal corporate services to the Secretariat and certain

shared services to internal and Government-Wide clients.

• The CSS provides support in the areas of financial management, security,

information management, information technology, and facilities and materiel management.

Background – Corporate Services Sector (CSS)

Background – Business Intelligence Challenges (2010)

• Multiple Silos
• Multiple Vendors
• Little Data-Sharing

MAF Hydrae drae Callipe pers rs ETMS PSPM

OGDs

Management Accountability Framework Public Service Performance Management OPMCA / PCRA SAP Hydrae

STAND-ALONE “SILO” REPORTING Canned Reports, Excel Requests, Unmanaged Requests, DB Exports for each Line-of-Business Application.

Activities

• Data Collection
• Feedback
• Collaboration

Executive Talent Management System

Background – Business Intelligence Challenges (2010)

• Information

Hoarders

• Little Common

Data

• Many versions of

the “Truth”

• Not getting High-

Value results from

• ur Data

11

Business Intelligence Strategic Gaps (2011-2013)

• Support of the Treasury Board Secretariat operations by

establishing:

– a single location for accessing data for reporting and analysis – Elimination of duplicate and disparate reporting – a centralized reporting and business intelligence service

• Business Intelligence, reporting and access to data for TBS, other

government departments and eventually, the general public.

• Provide secure access to the entire GC to BI Reports

(*Approved|Released by TBS) through the TAP portal.

Treasury Board of Canada (TBS) – Analytics Vision

• SAP BW & BO–4.1 platforms (DEV / UAT / PROD)
• Branded as Central Online Reporting System (CORS)
• Secure access to the Government of Canada clients
• “Land and Expand” method of SAP BO-BI 4.1 Tool deployment

TBS Multi-Year SAP Analytics Deployment

Measure Performance/ Compliance Influence Decision Making

2012 2014 2015 2016 2017

• Data provisioned from multiple sources/formats.
• Consolidation and Aggregation in the SAP Business

Warehouse (BW) for Large data-sets.

• Direct-Connection to Source Data for

Operational/Transactional reports.

• Solutions based on Scope, Size and SAP Best Practices.

SAP BW / BO-BI Landscape (Data Layers)

Measure Performance/ Compliance Influence Decision Making

2012 2014 2015 2016 2017

SAP BW / BO-BI Landscape (Data Layers)

• Integrated Enterprise Data

Warehouse

• Single Source of Truth
• SAP Best Practices for Extraction

& Aggregation

• Online Analytical Processing

(OLAP)

• End-to-End Integration with SAP

ECC and SAP BO

• Data sourced from SAP and

Non-SAP systems

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• Data is an Enterprise Asset.
• SAP-BW deployment aims to reduces internal Data “Silos”.
• IMTD has organizational responsibility for managing the SAP-BW

technology infrastructure and support.

• Common framework of CORS tools and methods for all Business-

Units

• Each TBS Business-Unit is the Guardian for their data within SAP-

BW.

• Data assets owners in the TBS Business-Unit act as Data Guardians

and Data Stewards.

• Data duplication on Common TBS objects will be reduced between

Business-Units within SAP-BW.

• IT Security and Data Security models will move towards a Common

framework within SAP-BW.

SAP BW / BO-BI Landscape (Data Layers)

Measure Performance/ Compliance Influence Decision Making

2012 2014 2015 2016 2017

SAP BW/BO-BI (CORS) Architecture : High-Level View

Measure Performance/ Compliance Influence Decision Making

2012 2014 2015 2016 2017

SAP BW / BO-BI (CORS) Landscape

Measure Performance/ Compliance Influence Decision Making

2012 2014 2015 2016 2017

CORS Secure External Access via TAP

Measure Performance/ Compliance Influence Decision Making

2012 2014 2015 2016 2017

GC WinAD *Converted to* SAP User, Company & Language (EN / FR) Credentials

• Service to other GoC

Departments. 250,000 users

• Secure Access Via TBS

Application Portal (TAP).

• Public Service

Performance Management (PSPM)

• Management

Accountability Framework (MAF)

CORS Early-Adopters

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• SAP BO–4.1 Launchpad Interface (English & French)
• Crystal Reports 2013 (*Non-SAP Data)
• Crystal Reports for Enterprise 4.1 (*SAP BW Data)
• WebIntelligence

Deployed CORS platform at TBS

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• Crystal Reports 2013
• Crystal Reports for Enterprise 4.1
• WebIntelligence

CORS Following SAP Analytics “Simplification” of Tools

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• Crystal Reports

2013

• Large pixel-

perfect documents, often rendered as PDF

• Management

Accountability Framework (MAF) Comparative Benchmark Reports

TBS Multi-Year SAP Analytics Deployment via CORS

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• WebIntelligence
• Smaller,

Interactive Reports

• Management

Accountability Framework (MAF) Document Tracking Reports

TBS Multi-Year SAP Analytics Deployment via CORS

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• SAP Lumira (*Desktop)
• SAP Lumira Server for BI Platform (planned Summer 2016)

TBS Multi-Year SAP Analytics Deployment via CORS

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• SAP Design Studio 1.6
• SAP provided Templates and Ready-to-run Applications

TBS Multi-Year SAP Analytics Deployment via CORS

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• SAP Analysis Office - (*LIMITED Use – TBS Internal Only)
• Thick-Client on Managed-Desktop
• TBS Target is Fall 2016

TBS Multi-Year SAP Analytics Deployment via CORS

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

TBS Multi-Year SAP Analytics Deployment via CORS

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

RECORDED DEMO TAP - CORS USER

• SAP HANA Enterprise
• SAP Business Planning and Consolidation
• TBS Target is Fall 2016

TBS Multi-Year SAP Analytics Deployment via CORS

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

• Financial Management Transformation (FMT)
• SAP Fiori and S4/HANA 1610 for Public Sector
• Integration with SAP BO-BI 4.2 Platform

Future IMTD Roadmap at TBS via CORS and S4/HANA

Measure Performance/ Compliance Influence Decision Making

2014 2015 2016 2017

Future-State IMTD Common Platform Architecture (2017)

• Proactively Staff
• Bring in SAP specialists (as needed)
• Training

– Spend the money as needed, its worth the returns – Train staff in advance

• Example: HANA training 1 year prior to implementation
• Understand your Clients Business needs
• Make your Clients part of the solution team

– Let them leverage the new technologies “Hands On” – Don’t be stuck on the old Tech vs Business roles

Staffing and Service-Delivery Models

• Steps used for Out-Reach & On-Boarding
• Real-World Demos & Proof-of-Concepts
• Share Client Stories
• Release manager ensures the various

systems coordinate releases and updates

• Work toward Common Access to

combined information

– Critical mass of information (data calls to other data)

On-Boarding Client Systems into CORS (TBS Process)

• SAP Lumira (TBS internal) user

group

• 8 TBS sectors have representatives
• Share Best-Practices
• Jointly decided on update cycle and plug-ins
• Departmental reporting and

business intelligence steering committee

• The 24 most engaged / mature external GC

departments help to steer reporting for Public Sector Performance Management (PSPM) clients

• Super Users from the business

embedded within technology team

Collaborative Development Model with Clients

• Analytical Capacity Expansion (ACE)

– Budgetary, Estimate and Result information

• Human Resources Government of Canada

(OCHRO) data set

– 20+ years of data from all GC departments Pay and HR systems

• Incumbent
• Leave without pay
• 9 Employee files

Future CORS solutions at TBS (by Line of Business)

• Official Languages
• Policy on Management of Information Technology (PMIT)
• Work Description Repository (WDR)
• Real Property
• Grants & Contributions
• Access to Information and Privacy (ATIP)

Future CORS solutions at TBS (by Line of Business)

1. Connect IT with Business Units & Senior Managers 2. Show “Real World” Examples / Art of the Possible solutions 3. “Baby Steps” onboarding new Clients

– Assess their maturity and don’t give them too much, too soon

4. Choose the right Tools for the Job

– Start Small / Land and Expand – Keep 5 year timeline in mind

5. Engage experienced Technical resources – Internal and External 6. All Data-Sources are Accessible – not just SAP sources

– Access / Share Data based on Business Need

7. Realistic Budget. Don’t under-spend on Training or Infrastructure 8. Size Infrastructure for Annual Peak-Loads from Clients

Summary – Lessons Learned

• Philippe Johnston
• Philippe.Johnston@tbs-sct.gc.ca
• Senior Director
• Business Solutions & Application Development
• Information Management and Technology Directorate
• Treasury Board of Canada Secretariat

Contact Information - Questions

Jonathan Andrews Jonathan.Andrews@tbs-sct.gc.ca Manager