Spotlight Series BI for the Masses

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Overview of BI implementation using SharePoint & SQL 2010. High level 101 from Feb 2010

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  • If you Bing BI you will find many definitions – this is mine, distilled from my observations as a Solution ArchitectThe priority of these characteristics will be different in every environment, but they are all worth keeping in mind so that as you incrementally enhance the system you won’t find yourself unable to provide feature sets.Most important part of definition: Decision Makers! It’s how the people interact with the data that makes a BI implementation successful or not.
  • Note that the first application of a staged maturity model to IT was not by CMM/SEI, but rather Richard L. Nolan, who, in 1973 published the Stages of growth model for IT organisations. [3]The model identifies five levels of process maturity for an organization:Initial (chaotic, ad hoc, heroic) the starting point for use of a new process. Repeatable (project management, process discipline) the process is used repeatedly. Defined (institutionalized) the process is defined/confirmed as a standard business process. Managed (quantified) process management and measurement takes place. Optimising (process improvement) process management includes deliberate process optimization/improvement. Within each of these maturity levels are Key Process Areas (KPAs) which characterise that level, and for each KPA there are five definitions identified:Goals Commitment Ability Measurement Verification The KPAs are not necessarily unique to CMM, representing — as they do — the stages that organizations must go through on the way to becoming mature.Process assessment is best led by an appropriately skilled/competent lead assessor. The organisation's process maturity level is assessed, and then a specific plan is developed to get to the next level. Skipping levels is not allowed.
  • The Process for Success:Define the AudienceCommunications PlanningGather Requirements (in business-speak!)Define the data sourceApply PM techniquesMSF Principles:Work Toward a Shared VisionStay Agile – Expect Things to ChangeFocus on Delivering Business ValueFoster Open CommunicationSDLC Principles:Initiation/PlanningRequirements Gatherings And AnalysisDesignBuild or CodingTestingOperations and Maintenance Pick your PM methodology & stick with it  Have an executive sponsor Define criteria for success and failure from user POV Design, Test, Get Input, Repeat Know that you’ll never be “done”
  • Spotlight Series BI for the Masses

    1. 1. Solution Architect with 19 years experience in business, visual production and technology. AIIM Certified Enterprise Content Management Practitioner Currently Director, Marketing Operations for Skechers USA, a global footwear manufacturer 10 Years as a content management specialist for legal and government industries Principal Enthusiast at SharePointStrategist.com Vice Chair of SPUGS.org, non-profit dedicated to promoting SharePoint User Groups
    2. 2. Strategy Information Architecture
    3. 3. What it was like… What happened… What it’s like now… What you can do…
    4. 4.  Leading international footwear manufacturer  Retail, wholesale and distributor channels  $1.3b public company – 16 years old  Driven by marketing and speed to market  A “do it in-house’ culture – very little consultative assistance  75 person IT Department including all international operations   Employees have long tenure due to our boss; excellent place to work MOSS 2007 / SQL 2005 deployment – 4 years in production  Migrating to SharePoint 2010 & MicroStrategy for Enterprise BI  2 Full Time staff members on SharePoint team; additional ½ FTE for design & data integration; consultants for specific tasks  Fun, Challenging, Rich with Opportunity
    5. 5.  All back end sales / order data housed in Informix  No existing centralized groupware  Preference for open source  Existing BI implementation received mixed results  New Enterprise BI Manager role created in IT Department to drive revamped implementation on MicroStrategy platform  Departmental BI will be displayed via SharePoint using MS Platform tools  New business requirements driving new solutions  Distributed, non-technical workforce – HQ Users more advanced  Serial collaboration via e-mail
    6. 6.  CFO executive sponsor required paper based process to be automated  Desire to have a solution that was:  More cost effective – use what we own  More easily accessible – minimize training needs  Adopted by users  Extensible  Owned by IT  Review of comparative business case  SharePoint selected as solution
    7. 7. My own working definition: Provides accurate real or near-real time business information in an easily consumable manner to decision makers to enhance their ability to chart the next right action. A system which is incrementally implemented and regularly enhanced to increase speed of delivery, transparency and value to the user base. Characteristics I look for: • Scalable • Compliant • Accurate • Integrated • Governed • Multiple Consumption Methods (reports vs. charts / browser vs. client app)
    8. 8. Initial Defined Body of Work Reference: Carnegie Mellon SEI http://www.sei.cmu.edu/cmmi/general Managed Measured Optimizing
    9. 9. Business Value
    10. 10.  SSAS Cubes  PPS – Dashboards, Scorecards, Reports  SSIS – Data cleansing, transformation, import  SSRS – Reporting Services in Integrated Mode  Excel Services  SharePoint Lists & Libraries & Web Parts Use a broader definition of BI than vendors and analysts tell you. All tools can provide insight and be used in business decision making.
    11. 11. Define Audience Apply PM Best Practices Communications Planning Change Agent Gather Requirements Select Tools Define Data
    12. 12. SharePoint Txn Data Stores Sales ETL DS => BI DM Data Cube (SSAS) SSIS ETL PPS Exec. Dashboard Dashboard Designer Data Mart Other SSIS ETL Standard Reports (SSRS) Charts & Grid Displays SQL 2005/2008 Processes SSIS = SQL Server Integration Services SSAS = SQL Server Analysis Services SSRS = SQL Server Reporting Services ETL= Extract, Transform & Load DS = Data Store DM = Data Mart TXN = Transactional Standard Reports
    13. 13. Example Sales Data $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $7/1/10 8/1/10 9/1/10 10/1/10
    14. 14. • Eat your own dog food but don’t drink the Kool Aid  Be an enthusiast not a fanatic • Find and nurture and executive sponsor • BI systems are as good as the data that populates them • Use incremental BI enhancements as an opportunity to engineer your underlying processes • Define your audience for the specific tool • Build a Proof of Concept to familiarize yourself and audience with the tools. • Plan for training & continuous improvement process
    15. 15. Contagious Actionable Quantifiable Repeatable
    16. 16. • Find / Nurture your executive sponsor • Pick a BI Proof of Concept and implement • Use the broad definition of the term • Get Involved! Blog, tweet and attend user groups • Build a team – they will make you successful • Invest in yourself through continued education Change Agent

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