Foolproof Business Intelligence

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A comprehensive methodology to implement Business Intelligence within an organization.

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Foolproof Business Intelligence

  1. 1. Fool Proof BI DeliveryRoss HiltonRoss.hilton@uni.sydney.edu.au
  2. 2. Fool Proof BI Delivery DISCOVERY DELIVERY What Do You Want? How Will We Build It? •Background Knowledge • Requirements Definition •Competitor Solutions • Planning & Design •Known Requirements • Technology & Delivery •Vendor Solutions •Build and Test • Educational Workshops •Ownership Handover What Can We Give You? How Will You Run It? •Strategic Vision • Governance •Corporate Plans • Security •Systems Investigation •Management •Data Analysis • Quality • Business Workshops • Training
  3. 3. Fool Proof BI Delivery DISCOVERY DELIVERY What Do You Want? How Will We Build It? •Background Knowledge • Requirements Definition •Competitor Solutions • Planning & Design •Known Requirements • Technology & Delivery •Vendor Solutions •Build and Test • Educational Workshops •Ownership Handover What Can We Give You? How Will You Run It? •Strategic Vision • Governance •Corporate Plans • Security •Systems Investigation •Management •Data Analysis • Quality • Business Workshops • Training
  4. 4. Fool Proof BI Delivery
  5. 5. Fool Proof BI Delivery Known Requirements Competitor Vendor Solutions Solutions Background Educational Knowledge Workshops What Do You Want? What Can You Give Us? Strategic Business Vision Workshops Corporate Data Plans Analysis Systems Investigation
  6. 6. Fool Proof BI Delivery DISCOVERY History, Skills &ExperienceAudit 1. List of all previous BI projects with What Do You Want? sponsors, champions, implementers, •Background Knowledge supporters, success/fail details, technologies. •Competitor Solutions •Known Requirements 2. List of all employees with qualifications, •Vendor Solutions experience, skills or interests applicable to BI. •Educational Workshops 3. Merged table of technologies and vendors ranked by skill competency and cultural acceptance. Rational: a. To avoid cultural or technical push or pull to certain products or technologies. b. To provide the basis of a BI team c. To identify potential blockers and champions.
  7. 7. Fool Proof BI Delivery Area Enterprise Department Individual Business Analysis ITC 4 DBA ITC 2 Sales 1 Excel Accounts Marketing Cognos 3 Hyperion Oracle Current main database ITC 6 tool Business Objects 2002-2007 Tool of Choice TM1 Teradata Datastage ITC 1 SQL Server ITC 1
  8. 8. Fool Proof BI Delivery DISCOVERY Market Research 1. Information oobtained from vendors, the What Do You Want? internet, business publications, former •Background Knowledge employees or just by calling the competitors •Competitor Solutions and asking them! •Known Requirements •Vendor Solutions 2. Table of business areas with the most •Educational Workshops popular technologies and vendors. Rational: a. Implementation and on going support and management will be easier if peers use the same technology. b. Staff who move from peer to peer will be familiar with the technology. c. Avoidance of risk in implementation (its been done before). d. Reduction of cultural “pushback” if the same technology is in use elsewhere.
  9. 9. Fool Proof BI Delivery Area Competitor 1 Competitor 2 Competitor 3l Sales Analyse Excel based Unknown Cognos HR Reporting Peoplesoft Module Excel Cognos Production Oracle Database Oracle Database Oracle Database Hyperion Finance Cognos Oracle Finance Business Objects Obtained from vendors, the internet, business publications, former employees, or just by calling the competitor and asking them!
  10. 10. Fool Proof BI Delivery DISCOVERY Project Scope and Requirements 1. Review and discussion with sponsors and What Do You Want? stakeholders (official and unofficial) of the •Background Knowledge project scope and requirements brief. •Competitor Solutions •Known Requirements Rational: •Vendor Solutions a. Many clients fail to fully articulate their •Educational Workshops real requirements, and require assistance with scope and requirements facilitation. b. The Sponsor frequently has no real knowledge of what the stakeholders really want. c. Avoidance of misunderstanding and dispute later in the project.
  11. 11. Fool Proof BI Delivery DISCOVERY Market Research 1. Investigation into vendors and suppliers What Do You Want? to rank on the basis of history, future, •Background Knowledge problems, support etc. •Competitor Solutions 2. Reference site visits. •Known Requirements 3. Review of respected rankings and •Vendor Solutions reviews, e.g. Gartner. •Educational Workshops 4. Review of vendor capabilities in the subject area Rational: a. Buying into a BI technology is a long term costly investment. The vendors and the products have to be “future proof” (no takeovers or bankruptcy), the vendors has to be investing in the future of the technology and the product must be free of problems.
  12. 12. Fool Proof BI Delivery
  13. 13. Fool Proof BI Delivery DISCOVERY Enthusiasm and Ideas 1. Workshops covering history of BI, What it What Do You Want? can do, Some examples of Dashboards, •Background Knowledge Reports, Predictive Analytics, with handouts •Competitor Solutions And whitepapers. •Known Requirements •Vendor Solutions 2. Follow up interviews to discuss and capture •Educational Workshops opportunities and potential ideas. Rational: a. Enthusiasm and “buy in” are essential to the success of a BI project. Staff need to feel part of the project, and will have good ideas for the best benefit that can be derived from BI. b. Irrespective of the Project Scope or Requirements Definition, the workshops and interviews will bring out the real need for BI.
  14. 14. Fool Proof BI Delivery Strategic Vision Mapping 1. A mapping table linking the Corporate Strategic Vision to the Business implementation of that Vision, and mapping it to the BI Enablement of that implementation. Rational: DISCOVERY a. Business Intelligence should be seen as an enabler of the Corporate Vision. What Can We Give You? b. Vision Mapping provides guidance and •Strategic Vision direction and prioritises effort. •Corporate Plans •Systems Investigation •Data Analysis •Business Workshops
  15. 15. Fool Proof BI Delivery STRATEGIC BUSINESS BI VISION IMPLEMENTATION ENABLEMENT 1. Xxxxxxxxx 1. Xxxxxxxxx 1. Xxxxxxxxx 2. Xxxxxxxxx 2. Xxxxxxxxx 2. Xxxxxxxxx 3. Xxxxxxxxxx 3. Xxxxxxxxxx 3. Xxxxxxxxxx 4. Xxxxxxxxxx 4. Xxxxxxxxxx 4. Xxxxxxxxxx 5. Xxxxxxxxxx 5. Xxxxxxxxxx 5. Xxxxxxxxxx 6. Xxxxxxxxxx 6. Xxxxxxxxxx 6. Xxxxxxxxxx 7. xxxxxxxxxx 7. xxxxxxxxxx 7. xxxxxxxxxx 1. Increased 1. 12% reduction customer in customer retention churn within 5 years.Note – If the Business implementation of the Strategic vision does not exist – you willhave to do it as part of the project
  16. 16. Customer Gains Strategic Planning Cash Flow Forecasting Product Costing &LossesKPIs and Performance Scenario Planning Operational Analysis Capacity Planning Management and Risk Analysis P&L and Balance Inventory Planning Headcount AnalysisSheet Analysis Reports & Planning Tax Planning and Analysis and Management Operational Cost OH&S Incident Compliance Reporting Balanced Scorecard Analysis Analysis and Costing Financial and Activity Based Costing and Team &Individual Project AnalysisManagement Reporting Cost Models Performance Management and PlanningBudgeting and Planning Asset & Sales Analysis Feasibility Studies Depreciation Analysis Debtor Management Assets & Asset Utilities Capacity Property Management & Planning Maintenance Utilisation and Planning
  17. 17. Fool Proof BI Delivery Corporate roadmap 1. A roadmap showing all major potential influences on the BI project, including planned system and organisational changes, and market and product changes.. Rational: DISCOVERY a. Avoidance of risk of major changes affecting decisions or delivery of the BI What Can We Give You? project. •Strategic Vision b. Avoidance of potential competitor •Corporate Plans solutions or technologies arising during •Systems Investigation the project. •Data Analysis •Business Workshops
  18. 18. Fool Proof BI DeliverySystem and Organisational changes: Office 2010 New DW New GL System CRM Change Mainframe closeEC2 Released to Market Product Release Plant Closures Singapore Office 2012 2014 2013 2015 Market and Product changes:
  19. 19. Fool Proof BI Delivery Systems Mapping 1. A mapping table covering all data generated by the corporate systems, including content, owner, and management team. Rational: a. A systems mapping table will identify duplicate sources of data, data DISCOVERY dependency trails, owners etc. b. The map is created from analysis of What Can We Give You? existing plans and documents, but with •Strategic Vision confirmation via research and •Corporate Plans investigation. Nothing should be •Systems Investigation assumed until it has been proved. •Data Analysis •Business Workshops
  20. 20. Fool Proof BI Delivery System A System B System C Customer details QLD, NSW only All pre 2004 2011 only Sales Records All (aggregated only) VIC pre 2004 Granular 2011 Production Details QLD, NSW only VIC only 2011 only Date Created 2004 2000 2010 Owner/Custodian J Doe Smart Pty Ltd Finance
  21. 21. Fool Proof BI Delivery Data Report A detailed data report covering: What: What data is available, what format, what content? When: Refresh times, dates, reloads, re- users? Quality: Error percentages, blank fields, exception reports? DISCOVERY Validity: is the data valid for the intended purpose? What Can We Give You? Owner: Who claims ownership? •Strategic Vision Manager: Who manages the data on behalf of •Corporate Plans the owner? •Systems Investigation Access: How is access to the data achieved? •Data Analysis Confidentiality: How confidential is the data? •Business Workshops Security: What security classifications and procedures are in place? Structure: What structure or format is the data in?
  22. 22. Fool Proof BI Delivery Business Glossary 1. A universally agreed and documented series of business definitions and measures and metrics obtained via focussed workshops. Rational: DISCOVERY a. No BI system can be implemented until all business users achieve commonality in What Can We Give You? terms, measures and metrics. The easiest •Strategic Vision way of achieving this is via focused •Corporate Plans workshops. •Systems Investigation •Data Analysis • Business Workshops
  23. 23. Fool Proof BI Delivery Measure Defined Metrics Customer A customer is any individual or Name, address, age, group of individuals who enters demographic group, sex, phone into any form of communication number. with the enterprise with the intention of exchanging money for goods, services or advice.
  24. 24. Fool Proof BI Delivery Requirements Definition
  25. 25. Fool Proof BI Delivery Technology & Delivery Planning Methodology & Build &Test Design Requirements Ownership Definition Handover How Will We Build It? How Will You Run It? Governance Training Security Quality Management
  26. 26. Fool Proof BI Delivery DELIVERY Requirements Contract How Will We Build It?1. An overlay of all of the work in the •Requirements Definition Discovery phase, ranked and • Planning & Design weighted to provide optimum value • Technology & Delivery •Build and Test for money and cost effective business •Ownership Handover benefit, for the lowest risk of failure.2. Agreed and signed off by all sponsors and stakeholders, as a contractual agreement.
  27. 27. Fool Proof BI Delivery DELIVERY Roadmap and Design How Will We Build It?1. A high level roadmap for the delivery • Requirements Definition of the project. •Planning & Design2. Cost predictions and estimates. • Technology & Delivery3. A set of conceptual and logical data •Build and Test •Ownership Handover maps, selected data sources, report subject areas, mapping tables, high level designs.4. Dummy dashboards, reports and interfaces.5. Fallback and alternate strategy plans.
  28. 28. Fool Proof BI Delivery DELIVERY Technology and Methodology How Will We Build It?1. An evaluation of technologies, based • Requirements Definition upon Phase 1 outcomes, pricing, • Planning & Design suitability matrix and tender •Technology & Delivery responses. •Build and Test •Ownership Handover2. A purchasing cycle for any required technology.3. A selected delivery methodology (Agile, waterfall etc.).4. Infrastructure and Resource requirements requests.
  29. 29. Fool Proof BI Delivery DELIVERY Delivery Management How Will We Build It?1. Resource management and control, • Requirements Definition including contractors, vendors and • Planning & Design internal staff. • Technology & Delivery •Build and Test2. Risk management, including risk •Ownership Handover workshops, risk identification, risk treatment planning.3. Status reports and milestone reporting, communication plans and stakeholder updates.4. Scope and cost control.5. Task planning, tracking, work allocation and performance monitoring.6. Test plans and ongoing testing.
  30. 30. Fool Proof BI Delivery DELIVERY Handover How Will We Build It?1. User Acceptance testing • Requirements Definition2. User training • Planning & Design3. Requirements tractability matrix • Technology & Delivery signoff. •Build and Test •Ownership Handover4. Pre production testing (stress, fail, backup/restore etc.)5. Documentation of processes and procedures.
  31. 31. Fool Proof BI Delivery Governance1. Ownership, control and direction2. Future strategic direction3. Data stewardship4. Compliance management5. Security enforcement6. Management supervision7. Information value management8. Risk management DELIVERY9. Solution promotion and protection How Will You Run It?10. Information exploitation •Governance11. Corporate value for money. • Security •Management • Quality • Training
  32. 32. Fool Proof BI Delivery Security1. Physical security considerations.2. Server security considerations and plans.3. Database security considerations and plans.4. Application security considerations and plans5. User security level matrix. DELIVERY6. New user approval process. How Will You Run It?7. On going security management • Governance process • Security8. Security testing and auditing plans. •Management • Quality • Training
  33. 33. Fool Proof BI Delivery System Management1. Management responsibilities defined.2. Management team identified and trained.3. System SLAs and Data Interface Contracts established.4. Backup and DR plans in place5. Master Data Management implementation DELIVERY6. Metadata management How Will You Run It?7. Reusable solution management • Governance8. Data model propagation and control • Security •Management • Quality • Training
  34. 34. Fool Proof BI Delivery Data Quality1. Data quality review processes2. Exception report action3. Data quality acceptability level agreements4. Data quality audit processes5. Master Data Management DELIVERY How Will You Run It? • Governance • Security •Management •Quality • Training
  35. 35. Fool Proof BI Delivery Training1. User training and manuals2. Power user training and familiarisation3. Support staff training (IT dept. etc.)4. External course training (vendors)5. Helpdesk training6. Organise internal skills dissemination7. Contact list and “actions on”8. Upgrade and maintenance training. DELIVERY How Will You Run It? • Governance • Security •Management • Quality •Training
  36. 36. Fool Proof BI Delivery Iterative Loop Typical BI Applications
  37. 37. Fool Proof BI Delivery What Usually Happens…… ? Doesn’t take place Usually guesswork Often rumour Project Manager makes it up. Doesn’t take place Made up as they go along Project Manager ignores it Client thinks they can do it later.
  38. 38. Fool Proof BI Delivery The reason for the appalling success rate for BI projects…. DISCOVERY DELIVERY What Do You Want? How Will We Build It? •Background Knowledge • Requirements Definition •Competitor Solutions • Planning & Design •Known Requirements • Technology & Delivery •Vendor Solutions •Build and Test • Educational Workshops •Ownership Handover What Can We Give You? How Will You Run It? •Strategic Vision • Governance •Corporate Plans • Security •Systems Investigation •Management •Data Analysis • Quality • Business Workshops • Training There is more than just building it….

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