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How to Drive Maximum Value from Your Intelligence Function

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How to Drive Maximum Value from Your Intelligence Function

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How to Drive Maximum Value from Your Intelligence Function

  1. 1. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by How to Drive Maximum Value from Your Intelligence Function A Complimentary Webinar from Aurora WDC 12:00 Noon Eastern /// Wednesday 12 October 2016 ~ featuring ~ Kurt Hahlbeck JP Ratajczak
  2. 2. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Kurt Halhbeck Kurt Hahlbeck has spent his career in the space that business and technology jointly occupy, where they sometimes thrive and oftentimes collide. His career started in software development and deployment across a variety of industries which led to his cofounding of a technology management consulting firm, a software engineering services firm, a technology platform company, and a software gaming company. Through acquisition he joined Wipfli, LLP where he held several roles, his last one being the Growth leader for their $40M consulting division. Currently Kurt is serving either on the Board or in an advisory capacity to technology intensive businesses, including several start-ups. Email: kjhahlbeck@gmail.com The Intelligence Collaborative is the online learning and networking community powered by Aurora WDC, our clients, partners and other friends and dedicated to exploring how to apply intelligence methods to solve real-world business problems. Apply for a free 30-day trial membership at http://IntelCollab.com or learn more about Aurora WDC at http://AuroraWDC.com.
  3. 3. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by α Use the Questions pane on your GoToWebinar control panel and all questions will be answered in the second half of the hour. α You are welcome to tweet any comments on Twitter where we are monitoring the hashtag #IntelCollab or eavesdrop via http://tweetchat.com/room/IntelCollab α Slides will be available after the webinar for embedding and sharing via http://slideshare.net/IntelCollab α To view the recording and download the PPT file, please register for a trial membership at http://IntelCollab.com Questions, Commentary & Content
  4. 4. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by
  5. 5. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by
  6. 6. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by How to Drive Maximum Value from your Intelligence Function
  7. 7. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Using a model to define a function PlatformsCapabilities Services EnableDeliver Sustain
  8. 8. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Using a framework to implement a model Step 1: Align to value to define your services  Whatever aligning mechanism you choose MUST represent value for your organization  Your services MUST contribute to that concept of value  Design your services INTENTIONALLY to deliver the contributing value Step 2: Balance your services to achieve equilibrium  Define your first “release” of your service(s), including service level expectations  Leverage iterative / early learning strategies to build out your release  Strive for equilibrium at each iteration to more easily achieve equilibrium with each release Step 3: Iterate through a roadmap towards your vision  Identify your pathway to complete your vision  Mature your model  Mitigate your inhibitors to success
  9. 9. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by  Whatever aligning mechanism you choose MUST represent value for your organization  Your services MUST contribute to that concept of value  Design your services INTENTIONALLY to deliver the contributing value Step 1: Align to value to define your services
  10. 10. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Find your aligning mechanism… Key Initiatives (Programs and Projects) Key Initiatives Data Security Responsive Value Chain Attack competition in Key Markets Aligned Projects Specific Product Focus New Sales Drivers Digital & Social Cost Reductions Big Data / IoT Infrastructure Self-Service Analytics Platform Step 1: Align to value to define your services
  11. 11. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Find your aligning mechanism… Scorecard Market Share Net Promoter Perfect Order Returns Planning Messaging Design Production Development Attraction Retention Expectations Learning Outcomes Step 1: Align to value to define your services
  12. 12. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Find your aligning mechanism… Strategy Map Step 1: Align to value to define your services
  13. 13. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Find your aligning mechanism… Business Model Canvas Step 1: Align to value to define your services
  14. 14. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Find your aligning mechanism… Growth Strategies Time Risk Keep Take Anticipate Invade Invest Step 1: Align to value to define your services
  15. 15. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Find your aligning mechanism… Value Stream Define / Model Product Communicate / Train $$ Profitability Analysis Identify Need Approve Concept Identify Lead Quote BusinessQualify Need Evaluate Risk Bill Insured $ Deposit CashBook Policy Publish / File Update Systems $$ Profitability Analysis Step 1: Align to value to define your services
  16. 16. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by A sample set of Competitive Intelligence services  Anticipate changes in the marketplace  Anticipate changes in competitors  Discover new or potential competitors  Learn from the successes and failures of others  Increase the range and quality of acquisition targets  Learn about new technologies, products and processes that affect your business  Learn about political, legislative or regulatory changes that can affect your business  Enter new businesses  Look at your own business practices with an open mind  Help implement the latest management tools  Whatever aligning mechanism you choose MUST represent value for your organization  Your services MUST contribute to that concept of value  Design your services INTENTIONALLY to deliver the contributing value Based on Competitive Intelligence by Larry Kahaner Step 1: Align to value to define your services
  17. 17. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by  Define your first “release” of your service(s), including service level expectations  Leverage iterative / early learning strategies to build out your release  Strive for equilibrium at each iteration to more easily achieve equilibrium with each release Step 2: Balance your services to achieve equilibrium
  18. 18. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by SERVICE LEVEL EXPECTATION Cost ? How much does it cost to transport the water through the pipe Quality ? How clean is the water at the end of the pipe vs. the beginning Time (Velocity) ? How long does it take to transport the water through the pipe Volume (Throughput) ? How much water can pass through the pipe at one time Step 2: Balance your services to achieve equilibrium
  19. 19. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Scenario: Your organization has set off on an ambitious growth strategy that anticipates half of that growth coming from acquisitions. Accordingly, they need to build a pipeline of potential targets. Service: Build a pipeline of potential acquisition targets Deliverables: 1 newly pre-qualified target each month into the top of the funnel Pre-qualification criteria, validated monthly by the leadership team From this expectation you can now walk backwards to answer the following questions: 1. What does the work look like to produce the deliverables? 2. What capabilities and at what capacity are needed? 3. What platforms, if any, will need to be leveraged? 4. What are the corresponding costs? 5. Do we have the ability to meet this obligation now with existing resources or do we need to invest? Contract? Step 2: Balance your services to achieve equilibrium
  20. 20. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by IN SUPPORT OF SERVICES: - Planning and Direction  Visioning  Management - Collection  Process science - Analysis  Data science - Dissemination  Communication science CAPABILITIES IN SUPPORT OF PLATFORMS: - Planning and Direction  Visioning  Management - Definition  Requirements - Design  Architecture  User Experience / User Interface - Implement  Scrum  Agile - Test  Quality Assurance - Deploy  DevOps Platforms Capabilities Services EnableDeliver Sustain Step 2: Balance your services to achieve equilibrium
  21. 21. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by PLATFORMS Platforms Capabilities Services EnableDeliver Sustain TYPES OF PLATFORMS: • Search • Social Listening • Aggregation • Analytics • Portal • Content Management PLATFORM CHOICES:  Best of Breed vs. Integrated Solutions  Multi-vendor vs. Strategic Sourcing  Cutting-edge vs. Mature Solutions  On-Premise vs. Cloud vs. Hybrid  CI governed vs. IT governed vs. Hybrid Step 2: Balance your services to achieve equilibrium
  22. 22. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by INCREMENTING VS. ITERATING Incrementing often calls for a fully formed idea Changing while incrementing slows us down 1 2 3 1 2 3 Iterating allows you to move from vague idea to realization While iterating we expect change Source: User Story Mapping by Jeff Patton Step 2: Balance your services to achieve equilibrium
  23. 23. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Development sequence indifferent (with respect to knowledge) Delivers knowledge (risk reduction) cost Growth of knowledge with early, continuous integration knowledge time Delivers nearly no knowledge (or risk reduction) Knowledge comes at the “moment of truth”: final integration. time cost Growth of knowledge with big-bang integration knowledge LATE-LEARNING VS. EARLY-LEARNING STRATEGIES Based on “Effective Software Development in the 21st Century” by Alistair Cockburn Step 2: Balance your services to achieve equilibrium
  24. 24. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Common Scenario #1 “A model that doesn’t scale” Common Scenario #2 “Spent too much on technology” Common Scenario #3 “Under-resourced ambitions” Common Scenario #4 “Insufficient ROI” Platforms Capabilities Services Step 2: Balance your services to achieve equilibrium
  25. 25. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by How can we ensure that we have the right capabilities to deliver the right services and support the right platforms which will enable the right scale and efficiency of services?  Define your first “release” of your service(s), including service level expectations  Identify the minimal capabilities needed to deliver to defined service level expectations  Identify the minimal platforms needed to deliver to defined service level expectations PlatformsCapabilities Services Step 2: Balance your services to achieve equilibrium
  26. 26. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by  Identify the pathway to complete your vision  Mature the Intelligence function  Proactively mitigate the inhibitors to success Step 3: Iterate through a roadmap towards the vision
  27. 27. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by 1. Green Field A green field scenario is essentially the equivalent of a never developed parcel of real estate. With so many choices available, prioritizing and sequencing to achieve narrow focus and quick time-to-market for each release become the critical skill. 2. New Service This scenario assumes you have an existing Intelligence function but want to release a new service (or set of services) using this framework without having to retrofit existing services, capabilities and platforms for equilibrium. Keeping the two distinct and independent is critical for success. 3. Remediation This scenario consists of addressing all issues that are resulting in an Intelligence function in disequilibrium. Depending upon the number and scope of issues, you might consider phasing the retrofitting to enable some value realization sooner rather than later. 4. Optimization This scenario is focused on improving the efficiency and value of your existing Intelligence function without disrupting the equilibrium already in place. In other words, can we achieve the same or better perceived value by the organization by reducing the costs, shortening the time, improving the quality, or increasing the volume. PATHWAYS Step 3: Iterate through a roadmap towards the vision
  28. 28. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by MATURITY 5 Optimizing Continuous Improvement Performance Management 4 Quantitatively Managed Service Level Agreements Statistical Process Control 3 Defined Specific Detailed Institutionalized 2 Managed Documented Repeatable 1 Initial Ad Hoc Chaotic Heroic Efforts Based on the “Capability Maturity Model” by the CMMI Institute Step 3: Iterate through a roadmap towards the vision
  29. 29. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Release Step 3: Iterate through a roadmap towards the vision
  30. 30. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by POTENTIAL INHIBITORS 1. Mindset Are we employing an outward mindset? 2. Expectations Are we all understanding things the same way? 3. Acceptance Who could keep us from leveraging this investment and why? 4. Alignment What constraints or conflicts could limit us from achieving the potential value? 5. Execution Can we get things done efficiently and effectively? 6. Solution Can complexity be managed to deliver to expectations? 7. Resource Have we completely accounted for all investments required? Step 3: Iterate through a roadmap towards the vision
  31. 31. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Source: The Outward Mindset: Seeing Beyond Ourselves by the Arbinger Institute” MINDSET – SEE OTHERS Step 3: Iterate through a roadmap towards the vision Used with permission of the Arbinger Institute
  32. 32. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by EXPECTATION – SHARED UNDERSTANDING Step 3: Iterate through a roadmap towards the vision Reasons for the investment • What is the problem we’re solving or the opportunity we’re pursuing? • What’s the root cause? What’s the evidence? • Why is it important to us? What happens if we do nothing? Nature of the investment • What is the scope of the solution or investment? Is it beyond technology? • What approach (e.g. iterative, incremental) to build? To deploy? • What tasks will be performed and by whom? • What kind of effort will be required? Over what timeframe will this take place? • How much will it cost? How will it be funded? • How will change be incorporated? Who is authorized to approve any changes? Desired outcome of the investment • How will we know what success looks like (e.g. better, faster, cheaper, more)? • What will the required ongoing operational investments look like? • Who will govern it? How will it be governed? • When can we start realizing the benefits?
  33. 33. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by ACCEPTANCE – INFLUENCING ADOPTION Pursuing strategies across all six dimensions of influence significantly increases the probability of success. Most organizations only focus on two to four. Step 3: Iterate through a roadmap towards the vision
  34. 34. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by MITIGATION STRATEGIES Mindset  See the needs, objectives and challenges of others  Adjust your efforts to be more helpful to others  Measure and hold yourself accountable for the impact of your work on others Expectation  Define with clarity and specificity to get shared understanding.  Get agreement and commitment. Follow up frequently. Make adjustments as necessary. Acceptance  Evaluate readiness to get an honest assessment of where you are starting.  Develop a comprehensive set of influence strategies to better enable success. Alignment  Ensure there is clarity on how this initiative will advance the organization’s performance.  Scout for potential conflicts and constraints across the organization. Execution  Define standard work. Follow it. Improve it.  Clarify and communicate governance for making decisions constantly and consistently. Solution  Prioritize and sequence unknowns as early as possible  Leverage best practices, industry frameworks and training Resource  Ensure your risk management and mitigation activities are inventoried, understood, agreed upon, and accounted for in the workplan and budget. Step 3: Iterate through a roadmap towards the vision
  35. 35. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Intelligence Function Model and Framework: Step 1: Align to value to define your services  Whatever aligning mechanism you choose MUST represent value for your organization  Your services MUST contribute to that concept of value  Design your services INTENTIONALLY to deliver the contributing value Step 2: Balance your services to achieve equilibrium  Define your first “release” of your service(s), including service level expectations  Leverage iterative / early learning strategies to build out your release  Strive for equilibrium at each iteration to more easily achieve equilibrium with each release Step 3: Iterate through a roadmap towards your vision  Identify your pathway to complete your vision  Mature your model  Mitigate your inhibitors to success Platforms Capabilities Services EnableDeliver Sustain
  36. 36. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Reference Library
  37. 37. The Intelligence Collaborative http://IntelCollab.com #IntelCollab Powered by Thank you! Now how about a little Q&A? Kurt Hahlbeck Email: kjhahlbeck@gmail.com LinkedIn: www.linkedin.com/in/kurthahlbeck The Intelligence Collaborative is the online learning and networking community powered by Aurora WDC, our clients, partners and other friends and dedicated to exploring how to apply intelligence methods to solve real-world business problems. Apply for a free 30-day trial membership at http://IntelCollab.com or learn more about Aurora WDC at http://AuroraWDC.com. See you next time!

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