ITA BI Roundtable
                                             The Top 5 Good and Very Bad Ideas
                         ...
What are we talking about?


                                             Today’s Agenda
                            Why ...
What are we talking about?


                                             Today’s Agenda
                            Why ...
Where’s “here”?                             Why are we here?




                                                 Welcome
...
Who am I?                   Why are we here?




                                     Jeff Block, Capstone Consulting
    ...
Logistics           Why are we here?


            • 2nd Tuesday of every month; 8-10 AM
                      – Here at t...
Topics and Target Audience                           Why are we here?



            • Business and technology leaders
   ...
In Scope             Why are we here?



            • Business Intelligence
                      –      Vision and strat...
What is Business Intelligence?                         Why are we here?



            BI is not about delivering access t...
What is Business Intelligence?                        Why are we here?



            BI is not about delivering access to...
Classic BI Architecture                                             Why are we here?


                  Our focus is the ...
Out of Scope         Why are we here?



            • Other stuff
                      – How’s Aunt Ruth’s cat?
        ...
Some Quick Feedback                               Why are we here?




                                             How do...
What are we talking about?


                                             Today’s Agenda
                            Why ...
Brief Introductions                          Who’s in the room?



            Please share with us…

                    ...
What are we talking about?


                                             Today’s Agenda
                            Why ...
Five

                                    Best Practices
               in Implementing your BI Initiative



© Copyright ...
Five Best Practices

            1. Build a solid value statement




© Copyright 2008 Capstone Consulting, Inc.   18   Ca...
Solid Value Statement          Best Practices #1




                   Axiom: Every complex, expensive
               ini...
Solid Value Statement                             Best Practices #1


            • Make an air-tight case
               ...
Five Best Practices

            1. Build a solid value statement
            2. Make sure the right person sponsors the
 ...
Initiative Sponsored
                                                          Best Practices #2
                        b...
Initiative Sponsored
                                                                     Best Practices #2
              ...
Five Best Practices

            1. Build a solid value statement
            2. Make sure the right person sponsors the
 ...
No More or Less Data
                                                              Best Practices #3
                     ...
No More or Less Data
                                                                               Best Practices #3
    ...
No More or Less Data
                                                                            Best Practices #3
       ...
Five Best Practices

            1. Build a solid value statement
            2. Make sure the right person sponsors the
 ...
Bedrock Data        Best Practices #4




                         Axiom: Drive a stake in the
                      “bedr...
Bedrock Data                           Best Practices #4


            • Bedrock data is
                      – Data you ...
Five Best Practices

            1. Build a solid value statement
            2. Make sure the right person sponsors the
 ...
Dimensional Data Modeling                      Best Practices #5




                             Axiom: Transactional sys...
Dimensional Data Modeling                                           Best Practices #5



            • Operational systems...
Dimensional Data Modeling                                           Best Practices #5



            • BI systems / Data w...
Dimensional Data Modeling                                            Best Practices #5

                                  ...
Five Best Practices: Questions?

            1. Build a solid value statement
            2. Make sure the right person sp...
Five

                            Worst Practices
               in Implementing your BI Initiative



© Copyright 2008 Ca...
Five Worst Practices

            1. Pick the technology first




© Copyright 2008 Capstone Consulting, Inc.   38   Capst...
Pick the Technology First             Worst Practices #1




                    Myth: The technology is the hard part



...
Pick the Technology First                              Worst Practices #1



            • Many see BI / DW as a technolog...
Pick the Technology First                             Worst Practices #1



            A quick, rough order of priority…
...
Five Worst Practices

            1. Pick the technology first
            2. We’re agile; we should just start building

...
Just Start Building         Worst Practices #2




                            Myth: We can figure that out later
        ...
Just Start Building                    Worst Practices #2



            • News flash: The reason you’re putting it off is...
Five Worst Practices

            1. Pick the technology first
            2. We’re agile; we should just start building
 ...
Ignore the Political Landscape                  Worst Practices #3




                     Myth: Good planning, smart peo...
Ignore the Political Landscape                                     Worst Practices #3



            • Do invest too heavi...
Five Worst Practices

            1.          Pick the technology first
            2.          We’re agile; we should jus...
Critical Support Functions                    Worst Practices #4




                              Myth: Build it and they...
Critical Support Functions                          Worst Practices #4



            • You need governance
              ...
Critical Support Functions                                        Worst Practices #4



            • You need user traini...
Five Worst Practices

            1.          Pick the technology first
            2.          We’re agile; we should jus...
Data Ownership                    Worst Practices #5




                                             Myth: IT owns the da...
Data Ownership                  Worst Practices #5



            • IT should NOT own the data
                      – The...
Five Worst Practices: Questions?

            1.          Pick the technology first
            2.          We’re agile; w...
Capstone BI Preparedness Index

            • Six key dimensions of readiness
                      – Passion             ...
Q&A Group Discussion




© Copyright 2008 Capstone Consulting, Inc.   57   Capstone Consulting, Inc
w w w. c a p s t o n e c . c o m




© Copyright 2008 Capstone Consulting, Inc.
                                          ...
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Five Good And Really Bad Ideas For Bi Iniatives

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Presented at the ITA Business Intelligence Roundtable in January, 2009, this presentation discusses best practices and anti-patterns in launching a successful BI / DW initiative.

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Five Good And Really Bad Ideas For Bi Iniatives

  1. 1. ITA BI Roundtable The Top 5 Good and Very Bad Ideas in Implementing your BI Initiative Jeff Block Capstone Consulting Tuesday, January 13, 2009 © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
  2. 2. What are we talking about? Today’s Agenda  Why are we here?  Who’s in the room?  Presentation – Five Good and Very Bad Ideas  Discussion / Networking © Copyright 2008 Capstone Consulting, Inc. 2 Capstone Consulting, Inc
  3. 3. What are we talking about? Today’s Agenda  Why are we here?  Who’s in the room?  Presentation – Five Good and Very Bad Ideas  Discussion / Networking © Copyright 2008 Capstone Consulting, Inc. 3 Capstone Consulting, Inc
  4. 4. Where’s “here”? Why are we here? Welcome to the first meeting of the ITA Business Intelligence Roundtable © Copyright 2008 Capstone Consulting, Inc. 4 Capstone Consulting, Inc
  5. 5. Who am I? Why are we here? Jeff Block, Capstone Consulting BI Roundtable Chairman © Copyright 2008 Capstone Consulting, Inc. 5 Capstone Consulting, Inc
  6. 6. Logistics Why are we here? • 2nd Tuesday of every month; 8-10 AM – Here at the ITA TechNexus unless there’s a good reason to change venues • Sometimes a presentation – My ideas, your ideas, case studies, best practices, new developments, etc • Sometimes an outside speaker – Love to have some of you step up to the plate – Don’t want to hear myself talk to much • Always discussion – Collaboration is the whole point of this group • Always networking – Meet people who will be valuable connections © Copyright 2008 Capstone Consulting, Inc. 6 Capstone Consulting, Inc
  7. 7. Topics and Target Audience Why are we here? • Business and technology leaders – Not going to spend much time deep in the technical weeds • Those who want to – Learn from each other – Collaborate on solutions – Network in the BI space • ITA members and their friends and their friends and … © Copyright 2008 Capstone Consulting, Inc. 7 Capstone Consulting, Inc
  8. 8. In Scope Why are we here? • Business Intelligence – Vision and strategy – Planning and implementing BI initiatives – High-level architecture – Best practices / Anti-patterns – Case studies – Etc • What about data warehousing? – It’s in! (part of BI, in my world) © Copyright 2008 Capstone Consulting, Inc. 8 Capstone Consulting, Inc
  9. 9. What is Business Intelligence? Why are we here? BI is not about delivering access to a massive repository of data, often unconstrained and overwhelming. BI is about delivering highly relevant, highly valuable applications, reports, and dashboards, designed to maximize the user’s ability to gain specific, actionable knowledge from corporate data. Of course – and this can’t be overstated – this requires a culturally-relevant, well-supported governance model and a highly-specialized, flexible data architecture, both optimized for this purpose. © Copyright 2008 Capstone Consulting, Inc. 9 Capstone Consulting, Inc
  10. 10. What is Business Intelligence? Why are we here? BI is not about delivering access to a massive repository of data, often unconstrained and overwhelming. BI is about delivering highly relevant, highly valuable applications, reports, and dashboards, designed to maximize the user’s ability to gain specific, actionable knowledge from corporate data. Of course – and this can’t be overstated – this requires a culturally-relevant, well-supported governance model and a highly-specialized, flexible data architecture, both optimized for this purpose. © Copyright 2008 Capstone Consulting, Inc. 10 Capstone Consulting, Inc
  11. 11. Classic BI Architecture Why are we here? Our focus is the stuff in this picture and the practices and processes that get it there effectively. BI Presentation Components Data Data Data Data Mart Mart Mart Mart OLAP Services Source Source Systems ETL Data Warehouse ETL Systems © Copyright 2008 Capstone Consulting, Inc. 11 Capstone Consulting, Inc
  12. 12. Out of Scope Why are we here? • Other stuff – How’s Aunt Ruth’s cat? • Building the tech together • Arguing over low-level tech details • If we talk about – Project management / SDLC – Architecture and design – Business processes – Etc then it will be in the context of BI / DW © Copyright 2008 Capstone Consulting, Inc. 12 Capstone Consulting, Inc
  13. 13. Some Quick Feedback Why are we here? How does this line up with your expectations? © Copyright 2008 Capstone Consulting, Inc. 13 Capstone Consulting, Inc
  14. 14. What are we talking about? Today’s Agenda  Why are we here?  Who’s in the room?  Presentation – Five Good and Very Bad Ideas  Discussion / Networking © Copyright 2008 Capstone Consulting, Inc. 14 Capstone Consulting, Inc
  15. 15. Brief Introductions Who’s in the room? Please share with us… • Name • Company • Role • What you want to get out of this group? © Copyright 2008 Capstone Consulting, Inc. 15 Capstone Consulting, Inc
  16. 16. What are we talking about? Today’s Agenda  Why are we here?  Who’s in the room?  Presentation – Five Good and Very Bad Ideas  Discussion / Networking © Copyright 2008 Capstone Consulting, Inc. 16 Capstone Consulting, Inc
  17. 17. Five Best Practices in Implementing your BI Initiative © Copyright 2008 Capstone Consulting, Inc. 17 Capstone Consulting, Inc
  18. 18. Five Best Practices 1. Build a solid value statement © Copyright 2008 Capstone Consulting, Inc. 18 Capstone Consulting, Inc
  19. 19. Solid Value Statement Best Practices #1 Axiom: Every complex, expensive initiative requires a strong business case describing cost and benefits © Copyright 2008 Capstone Consulting, Inc. 19 Capstone Consulting, Inc
  20. 20. Solid Value Statement Best Practices #1 • Make an air-tight case – For the right solution – To real needs – And measurable pain – Which key people are feeling – And passionate about fixing • Be straightforward about cost – Be able to justify that cost with projected ROI – They’ll likely be qualitative, but quantitative is better • Speak in the language of the business • Think out objections and know how to handle them before you start © Copyright 2008 Capstone Consulting, Inc. 20 Capstone Consulting, Inc
  21. 21. Five Best Practices 1. Build a solid value statement 2. Make sure the right person sponsors the initiative © Copyright 2008 Capstone Consulting, Inc. 21 Capstone Consulting, Inc
  22. 22. Initiative Sponsored Best Practices #2 by the Right Person Axiom: Strength of character, leadership, political influence, and personality are required © Copyright 2008 Capstone Consulting, Inc. 22 Capstone Consulting, Inc
  23. 23. Initiative Sponsored Best Practices #2 by the Right Person • One person has to be responsible – Advocacy: The initiative’s top champion – Authority: The influence to make it happen – Accountability: Where the buck stops • Typically the CIO – Or someone he trusts and appoints himself • Must first be a business person – Sponsor has to know the business – Cannot be (even perceived as) an IT initiative • Must have cross-functional clout – Cannot be (even perceived as) about a single business unit • Must be a diplomat – Will have to broker countless peace agreements © Copyright 2008 Capstone Consulting, Inc. 23 Capstone Consulting, Inc
  24. 24. Five Best Practices 1. Build a solid value statement 2. Make sure the right person sponsors the initiative 3. Warehouse no more or less data than you need right now © Copyright 2008 Capstone Consulting, Inc. 24 Capstone Consulting, Inc
  25. 25. No More or Less Data Best Practices #3 Than you Need Myth: Everything has to be in the data warehouse © Copyright 2008 Capstone Consulting, Inc. 25 Capstone Consulting, Inc
  26. 26. No More or Less Data Best Practices #3 Than you Need • Understand strategy and organization’s KPIs • Gather and prioritize requirements from key data stakeholders • Build EXACTLY what they need – No more • If you can’t “justify” why a piece of data is in the data warehouse, then it shouldn’t be there • “Justify” means relating back to the business case / strategy / top-level KPI’s • Everything you do should have that traceability © Copyright 2008 Capstone Consulting, Inc. 26 Capstone Consulting, Inc
  27. 27. No More or Less Data Best Practices #3 Than you Need • Build EXACTLY what they need – No less • Make sure you get everything you need to delivery value • Don’t worry about “complete” requirements – There’s no such thing • Don’t fudge, clean up, assume or create data in your ETL • Data quality issues are fixed in the source system • Mature iteratively – Release new versions (with concrete value) frequently • Presentation layer – every 30 days • Data marts – every 60 days • Data warehouse / ETL – every 90 days © Copyright 2008 Capstone Consulting, Inc. 27 Capstone Consulting, Inc
  28. 28. Five Best Practices 1. Build a solid value statement 2. Make sure the right person sponsors the initiative 3. Warehouse no more or less data than you need right now 4. Identify and build on bedrock data © Copyright 2008 Capstone Consulting, Inc. 28 Capstone Consulting, Inc
  29. 29. Bedrock Data Best Practices #4 Axiom: Drive a stake in the “bedrock data” in your organization, and only graft onto it when expanding © Copyright 2008 Capstone Consulting, Inc. 29 Capstone Consulting, Inc
  30. 30. Bedrock Data Best Practices #4 • Bedrock data is – Data you have (typically) – Data structures that won’t change easily or any time soon • Don’t build on shifting sand – Data most important people in the organization can agree on (conformed dimensions) – Likely related to your business’ most important processes • Which makes it simultaneously very important and very difficult to lock down • Work hard to avoid silos in your BI/DW solution – Hard to work with silos in transactional systems – Nearly impossible to consolidate silo’d DWs © Copyright 2008 Capstone Consulting, Inc. 30 Capstone Consulting, Inc
  31. 31. Five Best Practices 1. Build a solid value statement 2. Make sure the right person sponsors the initiative 3. Warehouse no more or less data than you need right now 4. Identify and build on bedrock data 5. Rely on dimensional modeling to structure your data © Copyright 2008 Capstone Consulting, Inc. 31 Capstone Consulting, Inc
  32. 32. Dimensional Data Modeling Best Practices #5 Axiom: Transactional systems and BI systems require completely different data models © Copyright 2008 Capstone Consulting, Inc. 32 Capstone Consulting, Inc
  33. 33. Dimensional Data Modeling Best Practices #5 • Operational systems – Where we put data in – Users make the wheels of the organization turn – Users affect one row at a time • Data model optimized for the current transaction; writing a single new record • No need to know history (so shouldn’t) – Users perform the same tasks over and over © Copyright 2008 Capstone Consulting, Inc. 33 Capstone Consulting, Inc
  34. 34. Dimensional Data Modeling Best Practices #5 • BI systems / Data warehouse – Where we get data out – Users watch the wheels of the organization turning – Users read and perform domain aggregate functions on many, many rows at a time • Almost never deal with one row at a time • Optimized for reading and comparing many rows, aggregating and disaggregating data, drilling up/down/through, etc • Ideal for consistent historical and comparative trending – Users continuously change the kinds of questions they ask © Copyright 2008 Capstone Consulting, Inc. 34 Capstone Consulting, Inc
  35. 35. Dimensional Data Modeling Best Practices #5 Dimensions Dimensions • Two core elements: Facts Customers Clerks “facts” and “dimensions” – Facts Customer • Core data of a Items Purchased Dates business event Item • The “verb” in the sentence describing Store Times the event – Dimensions • Context in which the event occurred • The “nouns” in the sentence • Sometimes called “cubes” – Because comparisons are made by pivoting on dimension tables joined by fact tables • Sometimes called a “star schema” – Because of the star-like shape of a fact table surrounded by dimension tables © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc
  36. 36. Five Best Practices: Questions? 1. Build a solid value statement 2. Make sure the right person sponsors the initiative 3. Warehouse no more or less data than you need right now 4. Identify and build on bedrock data 5. Rely on dimensional modeling to structure your data © Copyright 2008 Capstone Consulting, Inc. 36 Capstone Consulting, Inc
  37. 37. Five Worst Practices in Implementing your BI Initiative © Copyright 2008 Capstone Consulting, Inc. 37 Capstone Consulting, Inc
  38. 38. Five Worst Practices 1. Pick the technology first © Copyright 2008 Capstone Consulting, Inc. 38 Capstone Consulting, Inc
  39. 39. Pick the Technology First Worst Practices #1 Myth: The technology is the hard part © Copyright 2008 Capstone Consulting, Inc. 39 Capstone Consulting, Inc
  40. 40. Pick the Technology First Worst Practices #1 • Many see BI / DW as a technology problem – So, they purchase tools in an attempt to “buy BI” • Tech is actually the (comparatively) easy part • Much harder – Securing executive commitment (including funding) – Building consensus / conforming dimensions – Establishing governance – Controlling scope and growth – Accurately defining requirements – Supporting the system – Etc, etc, etc © Copyright 2008 Capstone Consulting, Inc. 40 Capstone Consulting, Inc
  41. 41. Pick the Technology First Worst Practices #1 A quick, rough order of priority… 1. Plan 2. People 3. Process 4. P… Technology © Copyright 2008 Capstone Consulting, Inc. 41 Capstone Consulting, Inc
  42. 42. Five Worst Practices 1. Pick the technology first 2. We’re agile; we should just start building © Copyright 2008 Capstone Consulting, Inc. 42 Capstone Consulting, Inc
  43. 43. Just Start Building Worst Practices #2 Myth: We can figure that out later (whatever “that” is) © Copyright 2008 Capstone Consulting, Inc. 43 Capstone Consulting, Inc
  44. 44. Just Start Building Worst Practices #2 • News flash: The reason you’re putting it off is because it’s hard • Hard stuff has to get done first, not last • Always flesh out your risk as soon as possible • Agile / iterative is good, even essential – Applies to iterative construction of tools, delivering on requirements – Implies phased rollout, short sprints, frequent releases of value, etc – Does NOT imply that we jump over or scream by the vision and strategy stages © Copyright 2008 Capstone Consulting, Inc. 44 Capstone Consulting, Inc
  45. 45. Five Worst Practices 1. Pick the technology first 2. We’re agile; we should just start building 3. Ignore the political landscape © Copyright 2008 Capstone Consulting, Inc. 45 Capstone Consulting, Inc
  46. 46. Ignore the Political Landscape Worst Practices #3 Myth: Good planning, smart people, and hard work can overcome anything © Copyright 2008 Capstone Consulting, Inc. 46 Capstone Consulting, Inc
  47. 47. Ignore the Political Landscape Worst Practices #3 • Do invest too heavily in your BI initiative until you have… – Plentiful executive support • Demonstrated, not just verbal – Some skeptics won over – Staff bribed in key positions all over the organization – Excellent business case – Well-conceived objection handling plan – Outside help on speed-dial for areas which aren’t your strengths • Much of this implies quick wins up front © Copyright 2008 Capstone Consulting, Inc. 47 Capstone Consulting, Inc
  48. 48. Five Worst Practices 1. Pick the technology first 2. We’re agile; we should just start building 3. Ignore the political landscape 4. Leave out critical support functions © Copyright 2008 Capstone Consulting, Inc. 48 Capstone Consulting, Inc
  49. 49. Critical Support Functions Worst Practices #4 Myth: Build it and they will come © Copyright 2008 Capstone Consulting, Inc. 49 Capstone Consulting, Inc
  50. 50. Critical Support Functions Worst Practices #4 • You need governance – How do we decide how to decide? – People, policies, processes, permissions, etc – Key policy needed: Limit Jeff’s alliteration of “P” • You need marketing – It’s not true that “if we just have this awesome data warehouse, then everyone will fall over themselves to use it” – Build a communication plan – Expect most people to be skeptics, especially most of those who helped you get your funding © Copyright 2008 Capstone Consulting, Inc. 50 Capstone Consulting, Inc
  51. 51. Critical Support Functions Worst Practices #4 • You need user training – Fact: Business users won’t know how to use BI unless the presentation is mind-numbingly simple • If you need paragraphs of explanation, rethink your design – Spend time in the classroom, not generating help files • You need IT support – The DW won’t take care of itself – Needs more care and feeding than other apps, not less – Consider external managed support © Copyright 2008 Capstone Consulting, Inc. 51 Capstone Consulting, Inc
  52. 52. Five Worst Practices 1. Pick the technology first 2. We’re agile; we should just start building 3. Ignore the political landscape 4. Leave out critical support functions 5. Don’t address the question of data ownership © Copyright 2008 Capstone Consulting, Inc. 52 Capstone Consulting, Inc
  53. 53. Data Ownership Worst Practices #5 Myth: IT owns the data © Copyright 2008 Capstone Consulting, Inc. 53 Capstone Consulting, Inc
  54. 54. Data Ownership Worst Practices #5 • IT should NOT own the data – They own the machinery that holds the data – Difference between “water” and “plumbing” • No one business unit should own the data either – The more you can make it the whole organization’s data, the better off you’ll be – After all, the goal is cross-functional analysis • Governance council is the representative government of the data warehouse / BI © Copyright 2008 Capstone Consulting, Inc. 54 Capstone Consulting, Inc
  55. 55. Five Worst Practices: Questions? 1. Pick the technology first 2. We’re agile; we should just start building 3. Ignore the political landscape 4. Leave out critical support functions 5. Don’t address the question of data ownership © Copyright 2008 Capstone Consulting, Inc. 55 Capstone Consulting, Inc
  56. 56. Capstone BI Preparedness Index • Six key dimensions of readiness – Passion – Knowledge – Need – Vision – Influence – Credibility • Capstone meets with key personnel – In the context of a BI assessment – Organization has to collectively score well enough on all these dimensions to justify firing the start gun • Offer simple quantitative indicator of readiness – Offer gap analysis if not ready – Recent example: © Copyright 2008 Capstone Consulting, Inc. 56 Capstone Consulting, Inc
  57. 57. Q&A Group Discussion © Copyright 2008 Capstone Consulting, Inc. 57 Capstone Consulting, Inc
  58. 58. w w w. c a p s t o n e c . c o m © Copyright 2008 Capstone Consulting, Inc. Capstone Consulting, Inc

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