what are the roles in a business intelligence team using Business Objects

I'm trying to sort out the roles in a Business Objects XI B.I. team, to address training, backup, report delivery, etc.

as I see it, there are three roles:
- BO Administration
- BO Report Development
- Universe Design (Architecture)

Security / Permissions is another key role that could float among the above roles.

I've seen some groups where everyone does everything, but nothing gets done very well, and the effectiveness of a BI component is minimal.

Plus I suppose there could be a UI role, as we are writing boring, list based reports with no fancy display, aggregation, informatics, etc.

Just looking for the basics but hoping to guide the group to get in 5th gear in regards to real BI solutions
Gadsden ConsultingIT SpecialistAsked:
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mlmccCommented:
The roles to some degree depend on the organization.  As a consulting organization we have admin specialists and report/universe specialists.

In most cases the admin work is done up front on the installation and minimal effort is required after that.  The main work after that is adding/deleting users and installing updates if desired.  We generally don't install updates unless it includes features a client needs.

Depending on the number of reports and databases you are using this almost sounds like you could train the full team in all aspects.

However, it is probably best to limit the admin training to a couple of people to avoid having too many who can make changes.

The universe/report training really depends on how static or fluid the database is.  if the database is fairly stable with few changes to the structure, once the universe(s) are built they will require minimal effort so your main training should be on report writers.

How many people do you have on the team?

How many databases?

How many reports?

Are you planning to use WebI or Crystal or SSRS?

mlmcc
1

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Gadsden ConsultingIT SpecialistAuthor Commented:
mlmcc,

excellent, thank you, and sorry for the delay.

We have 3 people on the team, essentially 1 database.  We have 200 reports, also 100 ad-hoc users of varying talent and exposure.

We have WebI now, moving to Crystal, Dashboard.

90% of our reports are basic list based report, with some fancy WebI formatting and such.  We currently don't use Crystal but there's a need for it for some heaving hitting reports, imo.

Also, I want to take the organization to the "next level", right now I'd say we just chug along in 2nd gear. No analytics, no graphs, little color, etc. Stems from a mainframe background / mentality.
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mlmccCommented:
Crystal will require a well-trained developer.  It is not for end-users since to do anything serious with it you have to understand programming and databases.

I use both Crystal and WebI.  I have yet to find a report that I couldn't do in WebI.  There obviously are some that are easier in Crystal but with some creativity I have been able to use WebI.

Unless the database is fairly straight forward (universe has minimal contexts) you may want to create reports with the fields the users need then allow them to modify and save versions of them rather than allowing them to create new reports.  We had a database and universe where costs (labor, materials, and contracts) were replicated if you queried them in a single query.  Had to query each cost type separately then merge the queries in the report.

With that method, users won't need training in the universe.

You can probably get away with a primary for the universe and a primary for admin.  All can have some training in both so if an emergency occurs when the primary is unavailable you won't be stuck.

How will the users be running the reports?

mlmcc
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Gadsden ConsultingIT SpecialistAuthor Commented:
mlmcc,

thanks again for the discussion.

>>Crystal will require a well-trained developer.
- gotcha, and that's what I had expected

>>I have yet to find a report that I couldn't do in WebI.
- I think you might have said that on an earlier post of mine. But we do have several reports that our very experienced report developer has thrown up his hands at.

>>Unless the database is fairly straight forward (universe has minimal contexts) you may want to create reports with the fields the users need then allow them to modify and save versions of them rather than allowing them to create new reports.
- The database is very straightforward, but like anything, you can "paint a Mona Lisa" with data if you know what you are doing. We need to get into graphing, analytics, dashboards, etc.

>>You can probably get away with a primary for the universe and a primary for admin.  All can have some training in both [...]
- ok, sounds good

>>How will the users be running the reports?
- good question . . . They run their own reports through InfoView, and canned reports through a web front end that connects to Business Objects with an API_User, and then the report opens in OpenDocument. But we need a better "reports menu'ing", I was hoping BI Suite has something fancy (but we can discuss in another topic).
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mlmccCommented:
The BI Suite only has InfoView (renamed LaunchPad in BI4.x)

I struggled on some reports in a conversion from Crystal.  The main trick I used was multiple queries.

mlmcc
1
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