This document discusses agile methods and ICC's Information Factory approach. It highlights ICC's leadership in agile business intelligence and information factory services. ICC applies agile principles to business intelligence development to cost-effectively deliver BI solutions that drive business strategies. The Information Factory approach provides onshore resources at offshore prices to deliver better results. It also ensures quality through senior industry veterans guiding the process and delivering focus, consistent standards, and a 0% defect guarantee.

1. Agile Methods – A New Model
Less Time, Less Cost,
Way Better Results!
Donald Jackson
Vice President
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2. Agile BI Agenda
A Business Imperative
 Big Data
 Leverage Mobile platforms
 Deliver Analytics faster
Methodology
 Maturity Model
 Agile Methodology
Information Factory
 Onshore resources at Offshore price; better results
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3. Business Intelligence
• Leader in Agile Business Intelligence
• Leader in Information Factory Services
• Leader in Mobile Business Intelligence
ICC applies Agile principles to Business
Intelligence development to cost-effectively
deliver BI solutions that drive business
strategies.
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4. ICC Business Intelligence Group
Information Data Data
Delivery Architecture & Integration
Practice Governance Practice Practice
• Requirements Definition • Data Modeling & • Process Modeling
• Business Modeling Architecture • ETL / EAI Methods
• Requirements • Requirements
• Prototyping • Metadata • Data Integration
Gathering Gathering
• EII Methods • Governance • Data Acquisition
Skills • Proposal • Proposal
• OLAP / Reporting • Master Data Mgmt • Balancing Controls
Writing Writing
• JAD Facilitation • BPM • SQL Programming
• Metadata • Metadata
• Project Management • Change Mgmt • Electronic Data Interchange
• Data Modeling • Data Quality
• Data Mining • Database • Object Oriented Programming
• BPM & CRM
• BI Tool Implementation Development • Quality Engineering
• Data Quality • XML & Script Programming
Data Modeler
Business Analysts Metadata Specialist ETL Specialist
Roles ID Specialist Data Architect EAI Specialist
Information Delivery Architect Integration Architect
Data Warehouse Architect
Project Manager
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5. Agile BI – Data Tsunami Big Data
 Increased user expectations
for more detailed analyses
for longer periods
 Data redundancy
 A 'just in case' mentality,
fueled by concerns over
corporate compliance
 Unstructured data from the
Internet
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7. ICC proprietary and

8. Agile BI Mobile
Provide your data in
context, anytime,
anywhere
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9. Agile BI ROI
By delivering smaller and more frequent iterations, reusable
code is used and the ROI can be seen quickly.
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10. Agile BI ROI
ETL Jobs per Day
3.82
4.00
3.00
Productivity increased by 66% from 3.50
Sprint 2 to Sprint 4 3.00
2.31
2.50
2.00 Jobs per Day
1.50
Efficiency
1.00
70%
66% 0.50
60%
0.00
50%
Sprint 2 Sprint 3 Sprint 4
40%
30% Efficiency
30%
20%
10%
0%
0%
Sprint 2 Sprint 3 Sprint 4
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11. Agile BI Discussion
Which came first:
the Chicken or the Egg?
Operational Systems Operational Data
The answer: they are interrelated and codependent
A parallel question in business would be:
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12. Agile BI Discussion
Which comes first:
- the business vision or data architecture?
Business Vision Data Architecture
 Sales Analysis  Data Strategy
 Customer Service Analysis  Data Governance
 Dimensional P&L  Data Inventory
 Marketing Segmentation  Data Quality
 Single View of Customer  Data Warehouse
The truth: they are interrelated and codependent
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13. Agile BI As-Is Process
The business is busy
We have got to start somewhere…
So let’s look at the transactional
systems, the source data and our ETL
processes
ETL
Operational Systems Operational Data
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14. Agile BI Standard Models
Complex and focus primarily on building the data warehouse
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15. Agile BI Status Quo
 Manual, Paper Based, Slow, Error  Automated, Online, Reusable, Accessible, G
Prone overned, Self-documented delivered in
weeks!
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16. Agile BI Method
Focus on Purpose
• Who – is the intended audience for using the
dashboards and reports?
• How – will the information be used?
• What – are the expected benefits?
• When – is the information available for use?
• Where – will the decisions be made from?
• Why – will the users want to use a new interface?
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17. Agile BI Features
Business-Driven Approach
 Adapt to Changing Market Conditions
 Align with Flexible Business Initiatives
 Ability to Minimize Risk
– Prototype then build
– Limit Scope
– Deliver in 10 – 12 Week Cycles
– Employ Iterative and Incremental
Methods
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18. Agile BI Model
Dashboards
OLAP
Summarization
Detail Reports and
Queries
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19. Agile BI Business Value
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20. Information Delivery Model
Business Information
Portals
Source
Systems Sales +
GP +++
OI --+- AAAA 00.25
Data Transformation
CCCC 005
Plane Hrs Until
Data 15AA 25 .25
15BB 35 .42
Warehouse 22X2 100 .45
22X 0 0
Details:
Dimensional Models / 15AA – 255 – 35 XX
Data Marts / 22X – 255 – 25 RLS
OLAP Cubes
Data Repository Information Delivery
Quality Content built from Source Systems Requirements Driven from the Business
Consistent Data Meaning Throughout
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21. Agile BI As-Is Process
Inefficient, labor intensive process without automation
Use Case Manual rekeying?
Cube Reports User Documentation Analysis &
in Excel or Word
Manual rekeying?
by Business Analyst Business Object
by OLAP Developer Reporting
Definition by Report Developer by Business Analyst
Manual rekeying? Manual rekeying? Manual rekeying?
in Excel or Word Entity Relationship Tables
by Solution Architect Diagram
in SQL In SQL Data Models
in ERWin by DBA ETL Documentation
by Data Modeler By DBA
Manual rekeying? In Word or Visio
Manual rekeying?
ETL Modules
ETL Test Scripts Data
in PowerCenter Manual rekeying? Movement
by ETL Developer in Excel or
Operations & Quality
Quality Center
Documentation
in Word
Source
Data
Requirements Analysis Design Build Test Deploy
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22. Agile BI Accelerator
Use Case Manual rekeying?
Cube Business Objects
Reports User Documentation Analysis &
in Excel or Word
by Business Analyst Business Object
Definition
Manual rekeying?
Cognos
by OLAP Developer by Report Developer by Business Analyst
Reporting
Auto-
generated
in Excel or Word Entity Relationship
Manual rekeying?
Tables
MicroSoft
Manual rekeying? Manual rekeying?
by Solution Architect Diagram
in SQL MicroStrategy
In SQL
Data Models
in ERWin
by Data Modeler
by DBA
Manual rekeying? OBIEE ETL Documentation
By DBA
In Word or Visio
ICC ETL Modules
Manual rekeying?
ETL Test Scripts Data
in PowerCenter Manual rekeying? Movement
Auto- by ETL Developer DataStageOperations
in Excel or
Quality Center & Quality
generated Documentation
Informaticain Word
SSIS Source
Data
Requirements Analysis Design Build Test Deploy
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23. Agile BI Path Forward
Build a prototype
Talk to the customer
 Document their business
 Develop a menu of services
Cook to order
How would you like  Leverage model-driven architecture
your eggs?  Maximize reusable components
 Deliver new stuff every 12 weeks
Over easy,
Scrambled or
Poached?
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24. Agile BI Enterprise
Executive Management
• Financial Performance • Risk Management • Compliance Management
Finance Marketing Sales Customer Service
• Income Statement • Market Opportunities • Sales Results • On-Time Delivery
• Drill-down Variance • Competitive Positioning • Customer/Product Profitability • Information, Complaint, and Claims
• Operational Plan Variance • Product Life Cycle Management • Sales Tactics • Service Benchmarks
• Cash Flow/Working Capital • Pricing • Sales Pipeline • Service Value
• Balance Sheet • Demand Generation • Sales Plan Variance
• CapEx/Strategic Investments
• Treasury
Shared Data – Conformed Dimensions
Product Development Operations Human Resources Information Technology
• Product & Portfolio Innovation • Purchasing and Procurement • Organization and Staffing • Business Value Map
• Product Development Milestones • Production and Capacity • Compensation • IT Portfolio Management
• Market & Customer Feedback • Inventory Management • Talent and Succession • Project/SDLC Management
• Distribution and Logistics • Training and Development • IT Vendor Management
• Cost & Quality Management • Benefits • IT Compliance Management
• Process Efficiency
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25. Agile BI Method
We have a receivables Do we know if it is isolated
problem approaching $50M. to an operating company?
- CEO … or a service area?
- COO
Is it getting worse over
time? What are the
reasons customers are
not paying?
- VP Customer Service
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26. Agile BI Value Chain
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27. Agile BI Method
SMEs
Business
Interview Business
Terms
Notes
Questions
Dimensions and
Measures
BI
OLAP Model(s)
Solution
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28. Agile BI Method
Do we know if it is isolated to
We have a anoperating
receivables company? … or a
problem approaching
$50M. - CEO service area?
- COO
Is it getting worse over
time? What are the
reasons customers
are not paying?
- VP Customer Service
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29. Agile BI Maturity Model
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30. Agile BI 3 Perspectives
Development
Perspective Executive Project
Lifecycle
Budget Manage Resources Create Deliverables
Focus
Control Monitor Progress Implement Solutions
Product Backlog Sprint Backlog
Release Backlog
Agile/Scrum (Themes/Goals)
(Stories/ (Story Features/
Questions) Deliverables &WPs)
Sprint 0 Sprints 1 - n
Duration 1 to 3 days
2 to 4 weeks 10 to 12 week releases
(5 to 6 two-week Sprints)
Business Goals / Objectives Consensus Data Modeling
Facts Qualifier Matrix BI / Reporting
BI / Reporting
(FQM) ETL
Tools FQM to Source Matrix DBMS Data Quality
DBMS
Preliminary DQ Assessment Data Profiling
Testing
Estimating Model Story Generation Utility Story Management Utility
Business Model
Databases / Cubes
High Level Estimate Business Terms
Business Definitions
Outcomes Prototype ETL
Data Profiles
Release Roadmap
11 Story Cards Dashboards & Reports
Sprint Roadmap
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31. Agile BI Maturity Model
Iteration 1- n
Time to Value:
12 – 16 weeks Solution Scoping
Design
Development
Justification Initiate Implement
1 2 3
16
Business Enterprise Project 15
Project
Case Infrastructure Planning Implementation
Evaluation
Assessment Evaluation
Product Backlog
Sprint Release
Define
Final
Begin Proceed Commit Accept Close
Accept
Gate Gate Gate
Mini-Gates within each Sprint Gate
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32. Agile BI Maturity Model
Maturity Levels The Maturity Model involves the following aspects:
Key Process
Maturity Levels: A 5-Level process maturity continuum -
Areas
where the uppermost (5th) level is a notional ideal state where
Goals processes would be systematically managed by a combination
of process optimization and continuous process improvement.
Key Process Areas: A Key Process Area (KPA) identifies a
cluster of related activities that, when performed
collectively, achieve a set of goals considered important.
Goals: The goals of a key process area summarize the states
that must exist for that key process area to have been
implemented in an effective and lasting way. The extent to
which the goals have been accomplished is an indicator of
how much capability the organization has established at that
maturity level. The goals signify the scope, boundaries, and
intent of each key process area.
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33. Agile BI Maturity Model
ABI Maturity Levels
1 2 3 4 5
Optimized
Defined Architected Implemented Integrated (Continuous)
Roles Alignment Formation Cross Functional Growth
People Responsibilities Dynamics Execution Cohesive Learning
Competencies Measures Results Accountable Improvement
Goals Workflows Release Streamlined Lean
Process Deliverables Artifacts Sprints Production Cost Effective
Measurements Signoffs Acceptance Support Valuable
Tool Patterns Installed Shared Reusable
Platform Technique Templates Maintained Connected Configurable
Framework Standards Supported Conformed Maximized
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34. Agile BI Productivity
0 1 2 3 4 5
Current State Defined Architected Implemented Integrated Optimized
Combined
People
Speed Platform
Velocity Process
Quality
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35. Questions?
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36. Information Factory Features
 Job creation in the USA
Data Integration o Located in the Midwest
EAI o Increased visibility into the project status
o Ability to adapt to changing project priorities
ERP
ESB  High Performance Teams ensures quality
ETL o Senior industry veterans guiding the process
o Deliverable focused
MDM
o Consistent project standards and documentation
Conversions o 0% defect guarantee
Migrations
 Cost effective
o Outcome based pricing
o On-time delivery
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37. Information Factory References
“I highly recommend the ICC
Ohio's Largest IT Service Firm Hits Gold with Agile Data
Information Factory Process for
Warehousing(TM) Method
Factory development approach that ICC utilizes is one up
projects requiring quick ramp
“The Information“Within 2 distinct projects, ICC consistently has displayed
ICCthe best I have ever come across. Theyand additional staffing.”firm
of has been a very valuable partner in helping to go the extra mile, and a
are us
technical creativity, willingnessthe only consulting
Information Control Corporation (ICC), ableAdditionally,Tripp – a systemic, IT
that I have usedtrends and truly been Ohio's largestpractice Sr. Manager
define industry that have future needs. to put in privately-owned IT
Michael
Agilehave provided commitment toits our facultyand ETL development.”
true opportunities ensuring that CAH reaches the project
they project approach fordoubledfor development speed and nearly
services company, recently Business Intelligence to
eliminated programmingsuccessfully,its business intelligence services has
learn about new and immergingfor on by welcoming budget. ICC
goals defects areas time and within
us to their facility and by encouraging our of Abercrombie & Fitch an ever-
division by converting its data warehousing in areasEIT and shown
matured in their knowledge CAH
Jerry Bisaha – with industryability Brands operations to Scrum-based
Director BI Limited to navigate the organization and provide
involvement improving groups involved
methodology, as outlined in Ceregenic's book “Agile Data Warehousing.”
like Business Intelligence in the greater Columbus
area.” effective communication. “
Ceregenics', Ralph Hughes, MA, PMP, CSM can be contacted at
ralph.hughes@ceregenics.comMIS, Ohio University
Thom Luce – Professor Heath Director, www.ceregenics.com. Enterprise IT
Liddy & Chair or via Core R/3 Applications,
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38. Information Factory Success
Company Project Technologies Used
IDP1 IDP2 DAP1 DAP2 DIP1 DIP2
Abbott Nutrition Customer Profitability Data mart Consensus Cognos Informatica
Abbott Nutrition Oracle to Cognos Report Consensus Cognos
Conversion
AEP SDLC Review and Emissions SSRS SQL Server SSAS SSIS
POC
Affinion Group Shopping Data Mart - Actuate Cognos 8 Oracle 9 Informatica
Replacement
Grange Insurance MicroStrategy vs. Microsoft Microsoft BI Microsoft BI
Assessment
LimitedBrands Financial Data Warehouse MicroStrategy Teradata Informatica
Limited Stores MicroStrategy BI Assessment MicroStrategy
Mettler Tolodo Field Services Analysis Microsoft BI Consensus SQL Server SSAS
Prototype
Nationwide Childrens Grant Summary Prototype Microsoft BI Consensus SQL Server
Hospital
Nationwide Insurance GSRM Galaxy Data Warehouse MicroStrategy Teradata
Dashboards
NetJets Business Objects Migration and Consensus Business Objects Oracle Erwin BODI
Data Warehouse
OSF Financial Reports Cognos
OPERS Government Relations Data Mart Consenus Performance SQL Server SSAS SSIS
Point
PMI Business Objects SSRS SQL Server
A&F DataStage / QualityStage DataStage QualityStage
development with ICC
Information Factory
Affinion Group Membership Analytical Cubes Cognos 8 PowerPlay
Victoria's Secret Direct Financial Data Warehouse MicroStrategy Teradata
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39. Agile BI Productivity
“The secret of getting ahead is getting
started. The secret of getting started is
breaking your complex overwhelming
tasks into small manageable tasks, and
then starting on the first one.”
…Mark Twain
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40. Information Factory Scrum
Scrum is based on a "Sprint," which is a 30-day period
focused on a specific deliverable.
1.Product backlog is
determined
2.Backlog is
prioritized
3.10 day sprint is
commenced
4.Daily standup
meetings are
directed by the
Scrum Master
5.Product is
delivered
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41. Information Factory Team
Product Owner: responsible for the features of the product to be
worked on, as well as the release date. They are responsible for
prioritizing the product work backlog.
Product Owner
(Client)
Scrum Master: acts as the project manager, and is responsible
for shielding the team from outside interferences. They also lead
task assignment and daily stand up meetings with the team.
Scrum Master
Scrum Team: consistent group of people with core BI
experience in DataStage, Informatica and other tools. The team
is self organizing and tasks are assigned based on availability
and capability.
The IF Scrum Team
Architect Developers Sr. QA Analyst
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42. Agile BI Productivity
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43. Information Factory Offshore Math
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44. Information Factory Math Problem
Price = Rate x Efficiency + Overhead
Rate ≠ Price
Rate
Calculate total team avg. hourly cost including expenses
Efficiency = Velocity * Quality
Scrum/Agile Methodology
Auto-generated code
Library of reusable components
Quality
Test first development
Focus on reducing the number of defects or re-work
Overhead
On-site Project Coordinator, Business Analyst
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45. Information Factory What IF?
“IF differentiates itself from legacy development
“Information Factory; professional end-to- “A collective of
processes exceptional data integration
end delivery of
through nimble,and offshoreat
adaptive practices solutions due to our
intelligent minds
extremely competitive rates” functioning as one
accountability, quality and delivery times. unit” cohesive
The fact that IF is located onshore means face to
“Robust and flexible processes
face checkpoints, quality alevels that have never been
implemented in cost efficient and
seen before, we have thefactory like setting.”
highly optimized
results to prove it, and
delivery times that match or exceed any other
proposed solution.”
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46. Questions?
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