A generic and sample Business Intelligence Strategy

1. Business Intelligence (BI) Vision and Strategy Sample Executive Summary

2. Background Instigated by CIO, Enterprise architecture set-up a terms of reference and asked for Business support to set-up a project team

3. Business Intelligence is not just Reporting BI now – “Insight instead of Hindsight”

4. Capabilities of BI

5. Where we are now: Current Business Intelligence Competencies in <Your Company> Give a BI Competency Commentary for each business unit Give a BI Competency Commentary for Shared Services and IT e.g. Financial reporting in can be very labour intensive and there is an over reliance in Excel!

6. Where we are now:How much is this costing <your company> Include current IT Spend in BI Any financial and HR reviews that quantified the labour resource time doing reporting and analysis Any products purchased by a specific BU and used by that Business Unit only ( ideally one that the BU would be happy to get rid of!) How much time are people spending in Excel!

7. Looking forward: Many Initiatives requiring Business Intelligence BI Demands To handle these demands we need a BI Strategy for efficient and cost effective delivery. Lets look to external best practice..

8. * Propose A Vision : Example…. Vision: Need to implement a BICC Where are we going? Corporate Performance Management Where are we now ?  ?  ? ? ? ? Next : Need get the basics right across the whole company *BICC: Business Intelligence Competency Center Gartner

9. Corporate Performance Management requires a long journey and a serious investment Corporate Metrics Framework Benefits Requires large investment Is this too ambitious to achieve right now? Organisational changes and significant investment required. Business Units would have concerns about losing autonomy BICC

10. Business Intelligence Vision Corporate Performance Management BI Maturity 2. Focus on harnessing our staff to develop the appropriate skills to be able to leverage this tools and to be better organised to handle the demand for business intelligence in the future. Also develop efficiencies in how BU and IT interact 1. Implementation of BICC Getting the Basics Right: Provision of better BI and reporting capabilities allow non-IT staff to create reports themselves without needing IT. IT can focus their efforts in data compliance and generating critical reports for BUs. This will provide better use of business AND IT resources going forward. Implementation of Common BI Platform

11. Common BI Platform Step 1 : GETTING THE BASICS RIGHT Implementation of Common BI Platform

12. Getting the basics right: Lack of BI Self Service capability, incurring high IT Costs

14. IT to concentrate on reports that do not change often and are critical

15. IT to provide a more visual means of delivering reports and reduce the amount of “Excelisation” of Warehouse data.

18. Using Excel, tables and charts are producedPresentation Vicious Circle 3 Report gets bigger Answer is added to report for next month Presentation created and presented to SMT Question is Answered 5 Staff , using Excel and ERP spend time analysing data and finds answer to question. Question is Asked 4 A member of the SMT asks a question about the report

20. This report will help us answer “Are we compliant?”Report is emailed automatically to key stakeholders Analyst gets new Toolset to help provide faster analysis Automated Modelling and Analytics 6 Analysis 3 How will my business preform in the future? Why is the business preforming this way? What would happen to our business if I make a particular change? Analyst tries to do provide the appropriate answers for the obvious questions How can I best change my business model gain further competitive advantage? Why Question Presentation Complex Question 4 5 Question is Asked A member of the SMT asks a question about the report or analysis Analysts present a report with analysis to SMT

21. IMPLEMENT A BICC in THE BUSINESS SERVICES CENTER Step 2 Business Intelligence Competency CentersPeople + Information = Intelligence Implementation of BICC

23. A permanent, cross functional, formal organisation structure that includes Business units and IT, to advance and promote effective use of business Intelligence to support the organisation’s business strategy (Infosys)

24. Helps to

25. Business staff get a big picture of all the systems used in a particular domain

26. Business increases their understanding how the data is stored in their systems

27. IT to understand the business context of the data

28. Overall improves Data Quality, Co-ordination and SupportGartner

30. Decentralised Approaches : Many business intelligence (BI) programs have departmental roots with analytical resources embedded in the business. This model worked well to service departmental needs, but lacked consistency of data definitions and measures across the organization.

31. Centralised Approaches : Often, the IT organization stepped in to solve this inconsistency problem by establishing a central team to deliver BI. However, this overly centralized model lacks the agility and familiarity of the de-centralized model.

32. The Solution – Gartner’s “Think Global – Act Local”

33. Create an organizational model that balances centralized technology and architecture with a decentralized delivery and support model.

35. SO WHAT DOES this MEAN? Conclusion

37. Power Users can build their own reports without going to IT

39. Impacts to IT - Implement Common BI Platform (€K) Hardware and Software Licensing Self Service BI CAPEX : €K, OPEX : €K Better Data Management and integrity by the use of Data-marts CAPEX : €K, OPEX : €K Better Analysis Product Set CAPEX : €K, OPEX : €K Implementation including Installation, Deployment, training and Proof of Concepts

40. Recommendations Implement Common BI Platform Approve in principal the expenditure for a CIO sponsored project to deploy a more capable, agile and compliant IT BI platform, to provide common BI capabilities to all business units. This expenditure has been agreed in principal with the working group. Agreement on the creation of a BICC Agree that the concept of an HR and Finance BICC should be included into the plans of Shared Services. Need to work with the Business Units to agree how this BICC could work. Consider Corporate Performance Management in the future Review in 2-3 years how best to move to the next step of implementing Corporate Performance Management