BI CAPABILITY & MATURITY MODEL
Yiwei	
  Chen	
  
Updated	
  on	
  2010	
  
yiwei_chen@yahoo.com	
  
BI APPLICATION CATEGORIES
•  Mul$-­‐dimensional	
  Analysis	
  
•  Click-­‐stream	
  analysis	
  
•  Data	
  mining	
  
• ...
BI CAPABILITY MODEL
3	
  
BI Metrics Capability
Level 1: Raw data
Level 2: Simple metrics
Level 3: Compound metrics
Level ...
EXPECTED MATURITY LEVEL
4	
  
Category	
   Data	
  Capability	
   Metrics	
  Capability	
   Analy$cs	
  
Capability	
  
UX...
DECISION MAKING SUPPORT ANALYSIS FRAMEWORK!
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Type	
  
Category	...
PERFORMANCE MANAGEMENT MATURITY FRAMEWORK!
Source: A Capability Maturity Model for Corporate Performance Management by Log...
KNOWLEDGE MANAGEMENT MATURITY FRAMEWORK
7	
  
Maturity	
  Level	
   Behavior	
  Goals	
   Infrastructure	
  Goals	
  	
  
...
BI MISSION & BI ANALYSIS FRAMEWORK!
Type
Category
Predictive/
Forecast
Anticipate/
Monitoring
Reactive/
Postmortem
Facts/R...
BI SCOPE!
Only limited to the strategic business at the current stage
Focus mainly on BI tools development and roll-out
Ma...
Product
Category
Display Ads AFS AFC Text AFD
Market Analysis High Priority Medium Priority Low Priority Low Priority
Scen...
GAP ANALYSIS & ALIGNMENT STRATEGY!
Category BI Priorities Current BI Capabilities PSO Alignment Plan
Market Analysis High ...
THE END
yiwei_chen@yahoo.com	
  
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BI Maturity Model

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BI Maturity Model

  1. 1. BI CAPABILITY & MATURITY MODEL Yiwei  Chen   Updated  on  2010   yiwei_chen@yahoo.com  
  2. 2. BI APPLICATION CATEGORIES •  Mul$-­‐dimensional  Analysis   •  Click-­‐stream  analysis   •  Data  mining   •  Forecas$ng   •  Business  analysis   •  Balanced  scorecard  prepara$on   •  Informa$on  visualiza$on   •  Querying,  repor$ng,  and  char$ng   •  Geospa$al  analysis   •  Knowledge  management   •  Enterprise  portal   •  Mining  for  media  data   •  Digital  dashboard  access       Source: Business Intelligence Roadmap – The complete project lifecycle for decision support, by Larrissa Turpeluk Moss and Shaku Atre Major BI Application Categories •  Corporate performance management •  Methodologies, metrics, processes, and systems used to monitor and manage the business performance of an enterprise (Gartner) •  Decision support •  An interactive software-based system intended to help decision makers compile useful information from a combination of raw data, documents, personal knowledge, or business models to identify and solve problems and make decisions (Wikipedia) •  Knowledge management •  Comprises a range of strategies and practices used in an organization to identify, create, represent, distribute, and enable adoption of insights and experiences. Such insights and experiences comprise knowledge, either embodied in individuals or embedded in organizational processes or practice (Wikipedia) Major BI Application Purposes
  3. 3. BI CAPABILITY MODEL 3   BI Metrics Capability Level 1: Raw data Level 2: Simple metrics Level 3: Compound metrics Level 4: Customizable metrics BI UX Capability Level 1: Manual (no tools at all) Level 2: Static (scheduled/on-demand/prepared) Level 3: Interactive (dashboard) Level 4: Cascading (scorecards) BI Data Capability Level 1: Current Level 2: Historical (DM) Level 3: Aggregated (WH) Level 4: Lifecycles (Analytical) BI Analytics Capability Level 1: Fact (what happened) Level 2: Reactive (why happened) Level 3: Anticipative (how happens) Level 4: Predictive (what to happen)
  4. 4. EXPECTED MATURITY LEVEL 4   Category   Data  Capability   Metrics  Capability   Analy$cs   Capability   UX  Capability   Mul$-­‐dimensional  analysis   L3:  Aggregated   L3:  Compound   L2:  ReacAve   L1:  Manual   Click-­‐stream  analysis   L1:  Current   L2:  Simple   L1:  Fact   L3:  InteracAve     Data  mining   L2:  Historical   L4:  Customizable   L1:  Fact   L2:  StaAc   Forecas$ng   L4:  Lifecycle   L3:  Compound   L4:  PredicAve   L3:  InteracAve     Business  analysis   L4:  Lifecycle   L4:  Customizable   L4:  PredicAve   L4:  Cascading   Balanced  scorecard   L4:  Lifecycle   L3:  Compound   L3:  AnAcipaAve   L4:  Cascading   Informa$on  Visualiza$on   L4:  Lifecycle   L3:  Compound   L4:  PredicAve   L3:  InteracAve     Querying  and  repor$ng   L3:  Aggregated   L2:  Simple   L3:  AnAcipaAve   L3:  InteracAve     Geospa$al  analysis   L4:  Lifecycle   L4:  Customizable   L3:  AnAcipaAve   L3:  InteracAve     Knowledge  management   L4:  Lifecycle   L4:  Customizable   L4:  PredicAve   L3:  InteracAve     Enterprise  portal   L3:  Aggregated   L3:  Compound   L3:  AnAcipaAve   L3:  InteracAve     Mining  for  media  data   L2:  Historical   L4:  Customizable   L1:  Fact   L2:  StaAc   Digital  dashboard  access   L4:  Lifecycle   L3:  Compound   L3:  AnAcipaAve   L3:  InteracAve     Each  category  of  BI  applica$on  has  its  designed  capabili$es  and  expected  level  of  capability   An application of a higher level of capability does not necessarily means it also contains all lower level capabilities. But it implies the lower level capabilities are already accessible within the organization A real-world application may go across multiple categories Categorical Minimum Capability Expectation
  5. 5. DECISION MAKING SUPPORT ANALYSIS FRAMEWORK!                              Type   Category   Predic$ve/   Forecast   An$cipate/ Monitoring   Reac$ve/   Postmortem   Facts/   Raw  Data   Market Analysis Top prospects; Competitive; Coverage; Inventory; Competitive; Market share; User conversion; Competitor event correlation; Competitor traffic; Competitor intelligence; Scenario Analysis Product offering; Solution offering; Partner performance forecast; Renewal assessment; Optimization opportunity analysis; Comparative analysis; Purchase Analysis Deal model; Budget allocation; Overall profitability analysis; Budget allocation; Overall profitability analysis; Cost-benefit Analysis Deal model; Profitability analysis; ROI analysis; Strategic performance analysis; ROI analysis Cross product/geo performance comparison; Payout-ratio; Partner traffic; Causal Analysis Opportunity publication; Opportunity subscription; Alert drill-down; Event impact monitoring; Trend analysis; Event publication; Event subscription; Event annotation; Event correlation; A  way  to  organize  all  current  and  upcoming  decision  support  analysis  and  repor$ng  work   to  facilitate  the  BI  requirement  analysis  and  knowledge  organiza$on   Main BI activities are decision making analysis and reporting Along with the sales lifecycle and types of the data in need, we can group the analysis and reports into 5 major categories. Decision Making Analysis Framework
  6. 6. PERFORMANCE MANAGEMENT MATURITY FRAMEWORK! Source: A Capability Maturity Model for Corporate Performance Management by Logica
  7. 7. KNOWLEDGE MANAGEMENT MATURITY FRAMEWORK 7   Maturity  Level   Behavior  Goals   Infrastructure  Goals     Level  1:  Possible   People  voiced  the  need;   Sporadically  and  voluntarily  sharing  the  knowledge;   Inventory  of  knowledge  assets;   Level  2:Encouraged     Knowledge  is  valued  as  an  asset;   CulAvated  as  an  organizaAon  culture  to  share;   Leadership  endorsement  and  commitment;   Encouraged  and  rewarded  for  sharing;     Knowledge  is  persistent  in  some  way;   Tracking  of  tacit  and  implicit  of  knowledge;   Level  3:  Prac$ced/Enabled   Knowledge  sharing  is  pracAced;   Goals  are  set;   Sharing  becomes  a  common  pracAce;     Tools  and  mechanisms  to  enable  the  acAviAes  of  sharing  the   knowledge;   Built  integrated  knowledge  repository;   Built  knowledge  taxonomies;   Level  4:  Managed   Co-­‐workers  find  it  easy  to  share  the  knowledge;   Higher  successful  rate  in  locaAng  sought  knowledge;   Knowledge  sharing  acAviAes  are  monitored  and  measured;         Easy  of  use  for  the  tools;   Promote  and  mandate  the  use  of  knowledge  sharing  tools  and   mechanism;   Change  management  principles  are  endorsed;   Level  5:  Con$nuously  improved   Mechanisms  and  tools  for  accessing  knowledge  are  widely  accepted  and   accessible;   SystemaAc  effort  in  measuring  and  improving  the  knowledge  sharing;   Contents  in  the  tools  and  mechanisms  are  refreshed  and  up-­‐to-­‐ date;   Tools  and  mechanisms  are  periodically  enhanced  and  upgraded;   Business  processes  for  sharing  knowledge  are  frequently  reviewed;       Source:
  8. 8. BI MISSION & BI ANALYSIS FRAMEWORK! Type Category Predictive/ Forecast Anticipate/ Monitoring Reactive/ Postmortem Facts/Raw Data Market Analysis Top prospects; Competitive; Coverage; Inventory; Competitive; Market share; User conversion; Competitor event correlation; Competitor traffic; Competitor intelligence; Scenario Analysis Product offering; Solution offering; Partner performance forecast; Renewal assessment; Optimization opportunity analysis; Comparative analysis; Purchase Analysis Deal model; Budget allocation; Overall profitability analysis; Budget allocation; Overall profitability analysis; Cost-benefit Analysis Deal model; Profitability analysis; ROI; Strategic performance analysis; ROI; Cross product/geo performance comparison; Payout-ratio; Partner traffic; Causal Analysis Opportunity publication; Opportunity subscription; Alert drill-down; Event impact monitoring; Trend analysis; Event publication; Event subscription; Event annotation; Event correlation; Foster  best  prac$ces  with  the  use  of  technology  to  support  BI  ac$vi$es  regarding  direct   partnerships   Mission Main BI activities are decision making analysis and reporting Along with the sales lifecycle and types of the data in need, we can group the analysis and reports into 5 major categories Decision Making Analysis Framework
  9. 9. BI SCOPE! Only limited to the strategic business at the current stage Focus mainly on BI tools development and roll-out Mainly focus on strategic reporting needs Strategic Reporting Operational Reporting Executives Regional Lead Vertical Lead BDs Pre-sales Account Managers
  10. 10. Product Category Display Ads AFS AFC Text AFD Market Analysis High Priority Medium Priority Low Priority Low Priority Scenario Analysis High Priority Low Priority Low Priority Low Priority Purchase Analysis Low Priority Low Priority Low Priority Low Priority Cost-benefit Analysis Medium Priority Medium Priority Medium Priority Medium Priority Causal Analysis Medium Priority Medium Priority Medium Priority Medium Priority BD’S BI NEEDS ASSESSMENT & PRIORITY HEAT MAPS! Adver$ser  &  publisher  acquisi$on  is  the  top  priority  
  11. 11. GAP ANALYSIS & ALIGNMENT STRATEGY! Category BI Priorities Current BI Capabilities PSO Alignment Plan Market Analysis High Priority for Distribution Business None Built a BI practice knowledge sharing site Scenario Analysis Low Priority No need yet Purchase Analysis Low Priority No need yet Cost-benefit Analysis Medium Priority Weekly distribution report Enhance reporting system to support Sales Finance and Channel Strategy Causal Analysis Medium Priority for Referral deals BI handyman tool Integrate some of the BI handyman tool features into the Magellan project Focus  on  best  prac$ce  sharing  and  enhancing  BI  data  quality  
  12. 12. THE END yiwei_chen@yahoo.com  
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