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BI Business Requirements                              A Framework for Business Analysts                                   ...
BI- What Are We Trying to Achieve?                                               Business        Business                 ...
Maturing Information ModelsInformation Requirements- the new BI Paradigm     Traditional Information    Requirements Appro...
What Do We Need to Do?Create a BI Strategy- Define BI Opportunities                                Identify Risks         ...
BI Business Requirements Process               Inputs                    Requirements Activities                Artifacts ...
BI Requirements PreparationUnderstanding the Strategic Context- Business Drivers,Goals, and Strategies        •      Priva...
BI Requirements PreparationDevelop a “Hypothesis” and Prepare Participants       1. Establish Strategic Context and Unders...
Facilitated Sessions and Interviews-Making Connections- Business Alignment Define Analytical Areas  Business Questions:   ...
Sample Artifact- Analytic Needs GlossaryAnalytic Needs Glossary            Cross-Selling Analysis:                        ...
Sample Artifact- Analytic Needs MatrixAnalytic Needs Matrix                                                               ...
Sample Artifact- Fact/Qualifier MatrixFact/Qualifier: From Questions to Data                                              ...
Sample Artifact- Definition of TermsDefinition of Terms           Example: Define “customer” for a hotel chain           P...
BI Requirements Alignment and TraceabilityRequirements Artifact Summary                                                   ...
Additional BI Business Requirements                                                                                       ...
From Requirements to BI Opportunities                                    Analytic Needs,                    nts           ...
Developing the BI Opportunity Portfolio  What specific BI project opportunities exist to deliver business value?          ...
BI Opportunity Checklist Opportunity n                          Opportunity Checklist:                                    ...
Use Requirements to Implement                    Business Information                                                     ...
Prototyping- From Opportunity to Design     User Profiles                                                        Usage Sce...
Questions and DiscussionCopyright DecisionPath Consulting 2011 — All Rights Reserved   20
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BI Business Requirements - A Framework For Business Analysts

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A presentation given recently by IIBA guest speaker, Nancy Williams, Vice President of BI and Data Warehousing at DecisionPath Consulting

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BI Business Requirements - A Framework For Business Analysts

  1. 1. BI Business Requirements A Framework for Business Analysts Nancy Williams, VP DecisionPath Consulting nancy.williams@decisionpath.comCopyright DecisionPath Consulting 2011 — All Rights Reserved
  2. 2. BI- What Are We Trying to Achieve? Business Business Business Business Measurement Information Decisions Actions & Analysis In the Context of Business Processes Management Customer Operating Processes, Processes, e.g. Processes, e.g. e.g. Manufacturing, Planning, Budgeting, Marketing, Sales, Order Fulfillment, Controlling Customer Service Billing Business Intelligence and Equals Business Results $$$Copyright DecisionPath Consulting 2011 — All Rights Reserved 2
  3. 3. Maturing Information ModelsInformation Requirements- the new BI Paradigm Traditional Information Requirements Approaches Business Intelligence Requirements Approach Report layouts List of Data Elements What business information do we need? Query and reporting specifications For what business analyses? Oriented around “what” is In support of which key business decisions? needed, with little business That impact what core business processes? context To deliver how much business value? “Build it and they will come” Via what changes to people, processes, and approach technologyCopyright DecisionPath Consulting 2011 — All Rights Reserved 3
  4. 4. What Do We Need to Do?Create a BI Strategy- Define BI Opportunities Identify Risks Identify Risks Develop BI Develop BI Leverage BI Leverage BI Create a BI Create a BI Execute via Execute via & Change & Change Program & Program & for Profit for Profit Strategy Strategy Best Practices Best Practices Imperatives Imperatives Release Plans Release Plans Improvement Improvement • Aligns BI needs with Business Drivers, Strategies, and Processes • Identifies specific opportunities for using BI to improve business performance • Articulates explicit “business case” for each opportunityCopyright DecisionPath Consulting 2011 — All Rights Reserved 4
  5. 5. BI Business Requirements Process Inputs Requirements Activities Artifacts Inputs to Next Phases Analytic Conduct Requirements Interviews, Facilitated Sessions Needs, Metrics, KPIs Define Input to Metrics Analytical Release Areas Planning Analytic Needs Matrix Identify Document Reports Business Terms and Questions Definitions Definition of Terms Interview Notes Define/ Refine Facts & Input to Logical Qualifiers Modeling Fact/ Qualifier Matrix Map to Data SourcesCopyright DecisionPath Consulting 2011 — All Rights Reserved 5
  6. 6. BI Requirements PreparationUnderstanding the Strategic Context- Business Drivers,Goals, and Strategies • Private sector – SEC filings • Public sector – Annual Report – Many of the same types of – Business and IT strategic documents noted for Private plans Sector – Industry analyses – Agency strategic plans – Trade association web sites – Agency mission and vision statements – Documents that describe current architecture and – Current and next year technical environment budgets – Existing business – OMB documents plans/justification documents – Relevant public policy for enterprise applications documentation – Research to determine business processes, business context and key business processes – Balanced Scorecard(s) Copyright DecisionPath Consulting 2011 — All Rights Reserved 6
  7. 7. BI Requirements PreparationDevelop a “Hypothesis” and Prepare Participants 1. Establish Strategic Context and Understanding of Business Drivers, Goals, and Strategies 2. Determine current, “as-is” information capabilities 3. Develop a working hypothesis regarding new “to-be” BI capabilities that align with and support business goals and strategies 4. Notify participants about the purpose of interviews/facilitated sessions and how they can prepareCopyright DecisionPath Consulting 2011 — All Rights Reserved 7
  8. 8. Facilitated Sessions and Interviews-Making Connections- Business Alignment Define Analytical Areas Business Questions: Analytical Areas: Analytic Needs, What are my sales by region? Metric, KPIs Sales and Revenue Analysis: What are my sales by region? What is the historical average What is our revenue at the product level? 3. Define amount paid by claim type? purpose/story Claims Analysis: for analytical What is our revenue at the area explaining product level? What is the historical average amount paid by claim type? BI impact opportunities How many customer service calls did I get yesterday? Customer Service Analysis: How many customer service 1. Define themes or calls did I get yesterday? Analytic Needs “areas for analysis” Matrix 2. Group questions into analytical areas 4. Align analytic needs areas with business goals Copyright DecisionPath Consulting 2011 — All Rights Reserved 8
  9. 9. Sample Artifact- Analytic Needs GlossaryAnalytic Needs Glossary Cross-Selling Analysis: Customer Complaint Analysis: While a business goal exists to increase revenue through While there is an established corporate goal to improve better leveraging cross-selling opportunities, information is customer satisfaction ratings, there is currently no currently not available to improve the management of information to quantify or analyze complaints. Currently current cross-selling efforts. Current cross-selling the only information available is the number of customer information is limited to counting cross-selling events. calls. It is unclear how many of these calls relate to Cross-selling analysis will enable managers to analyze the different types of customer complaints. effectiveness cross-selling pilot programs across the Customer complaint analysis will enable managers to organization. It will enable managers to adjust messaging, quantify customer complaints over time and to and customer targets, based on the effectiveness of pilot understand why customers are complaining. programs. This type of information is critical to achieving Management can then take steps to resolve the increased cross-selling revenue targets. underlying problems associated with customer Questions: dissatisfaction expressed through complaints. 1.What is the actual vs. projected cross-selling events and Questions: associated revenue by pilot by location, by department, by 1.How many customer complaints were their by time? complaint type by time? 2.Which pilots aimed at the same customer targets were 2.What products/services are associated with the the most and least effective based by demographic profile? most/least customer complaints? How has this changed over time?Copyright DecisionPath Consulting 2011 — All Rights Reserved 9
  10. 10. Sample Artifact- Analytic Needs MatrixAnalytic Needs Matrix Analytic Needs Business Goals Cross-selling Customer Customer Customer Analysis Segmentation Complaint Satisfaction Analysis Analysis 1. Increase Revenue through leveraging cross-selling opportunities. 2. Improve Customer Satisfaction by reducing customer complaint levels. 3. Continue to enroll new members by establishing new channels, marketing to new demographic groups. continued list of goalsCopyright DecisionPath Consulting 2011 — All Rights Reserved 10
  11. 11. Sample Artifact- Fact/Qualifier MatrixFact/Qualifier: From Questions to Data reservations Revenue Member-cnt trips New-Existing Response-type Number-of-trips reservation tickets Response-rates costs Number-of- Average-number-of- Average-number-of- Loyalty-level Correspondence- Number-of-legs Tickets-per- Award-cnt FactsQualifiersDate A1 A1 A1 A1 A1 A1Airport (start, A1, A2, A1, A2 A1, A2 A1, A2 A1, A2 A1, A2 A5 A6 A4destination, transfer)Brand A1, A2,A1, A2,A1, A2, A1, A2 A1, A2,A1, A2, A6 A7 A7 A7, A8,A7, A8, A8, A9 A7, A8, A8, A9 A9 A9 A9Period A2, A4,A2, A7, A2, A8 A2 A2, A7 A2, , A5 A6 A7 A7 A7, A8 A8 A8Airline-type A3Loyalty-level A7, A8,A7, A8, A8, A9 A3 A7, A8, A8, A9 A6 A7 A7 A9 A9 A9 Copyright DecisionPath Consulting 2011 — All Rights Reserved 11
  12. 12. Sample Artifact- Definition of TermsDefinition of Terms Example: Define “customer” for a hotel chain Possibilities include: 1. A customer is a hotel customer 2. A customer is someone who makes a reservation 3. A customer is someone who has had at least one stay at a hotel 4. A customer may be a business or individual who rents a hotel facility 5. A customer is someone who signs up for the hotel loyalty program 6. A customer may not make the reservation; is the person who made the reservation the customer, or the person who stayed? Candidate definition: “A customer is an individual, group, or business who has received one or more hotel services, including hotel stays, facility rentals, and/or other additional hotel services, such as spa services. Hotel services may or may not have been paid for by the customer. A customer does not have to complete a hotel stay to be considered a customer.”Copyright DecisionPath Consulting 2011 — All Rights Reserved 12
  13. 13. BI Requirements Alignment and TraceabilityRequirements Artifact Summary Analytic What are the measurement Needs, and analytic (information) Metrics, KPIs need areas of the business? What specific questions need to be Analytic Needs answered for each information Matrix need area?Traceability How do these information Fact/Qualifier needs map to the business Matrix goals? What facts and qualifiers are needed to answer the business Business questions? Requirements Database What are the shared definitions for business specific terms and Definition of Terms acronyms? Copyright DecisionPath Consulting 2011 — All Rights Reserved 13
  14. 14. Additional BI Business Requirements Requirements Requirements Analytic Need Sourcing and Data Quality BI Success Business Business Business Question Group(s) Process Metrics Priority History Goal(s) Issues Notes Time User Loyalty Keep loyal Manage Promotions Daily 3 Years Marketing customers on-going Monitoring promotion & Analysis Reservations & Reservations & Expand loyal Info Loyalty Member Loyalty Member customer base tables; Data tables; Data This is a business 1 year prior to start of Quality – OK Quality – OK Reservations & Revenue Lift, question. It needs to be promotion, 2 periods after High 4 lines and should not Weekly the end. Use current values Loyalty Member; Capacity Filled Quality – OK Lift, … be readable. for member addresses … This is a business 1 year prior to start of Reservations & question. It needs to be promotion, 2 periods after High Weekly Loyalty Member; This is a note What are the measurable What are the measurable 4 lines and should not be readable. the end. Use current values for member addresses … Quality – OK statistics (member count, statistics (member count, This is a business question. It needs to be 1 year prior to start of promotion, 2 periods after Reservations & Revenue Lift, High Weekly Loyalty Member; Capacity Filled trips, revenue, tickets, trips, revenue, tickets, 4 lines and should not be readable. the end. Use current values for member addresses … Quality – OK Lift, … reservations) by airport, reservations) by airport, This is a business 1 year prior to start of 1 year prior to start of 1 year prior to start of Reservations & Medium question. It needs to be 4 lines and should not promotion, 2 periods Weekly promotion, 2 periods after promotion, 2 periods the end. Use current values Loyalty Member; Quality – OK Program cost in dollars This is a note be readable. for member addresses … This is a business after the end. Use after the end. Use 1 year prior to start of Reservations & Revenue Lift, question. It needs to be promotion, 2 periods after Medium 4 lines and should not be readable. Weekly current values for current values for the end. Use current values for member addresses … Loyalty Member; Quality – OK Capacity Filled Lift, … This is a business member addresses … member addresses … 1 year prior to start of Reservations & Revenue Lift, question. It needs to be promotion, 2 periods after Low 4 lines and should not Weekly the end. Use current values Loyalty Member; Capacity Filled Quality – OK Lift, … be readable. for member addresses … Copyright DecisionPath Consulting 2011 — All Rights Reserved 14
  15. 15. From Requirements to BI Opportunities Analytic Needs, nts ire ess Metrics, KPIs Business me Re Busin Value qu Analytic Needs Matrix BI Program BI Plan Opportunity (Release Map (Portfolio) Strategy) Data Source nts ire al Analysis qu nic me Re ech Implementation T Risk Technical ArchitectureCopyright DecisionPath Consulting 2011 — All Rights Reserved 15
  16. 16. Developing the BI Opportunity Portfolio What specific BI project opportunities exist to deliver business value? High Revenue Supply Chain Management Analysis High Risk / Plums Business Impact Reward Customer Service Anal. Category Inventory Management Management Easy Wins Why Do It? Low Low Risk High Copyright DecisionPath Consulting 2011 — All Rights Reserved 16
  17. 17. BI Opportunity Checklist Opportunity n Opportunity Checklist: What business goals and strategies are in focus? As is definition: What information is currently available to support these business goals and strategies What business questions can’t be answered and why is this a problem? To be definition: What type of BI capability (provide name) is needed? How will this BI capability address the business problem? What specific business questions need to be answered? What business improvement opportunities can be realized through using this BI capability? How does this help achieve business goals and strategies? How will performance improvements be measured? Copyright DecisionPath Consulting 2011 — All Rights Reserved 17
  18. 18. Use Requirements to Implement Business Information Design & Requirements Development From Questions to Data Logical Models Gather Information Requirements Prototype TRACEABILITY Definition of Terms Alignment Design Inputs Transformation Rules Analytic Needs, Metrics, KPIs Reports Design Analytic Needs Matrix Development Fact:Qualifier MatrixCopyright DecisionPath Consulting 2011 — All Rights Reserved 18
  19. 19. Prototyping- From Opportunity to Design User Profiles Usage Scenarios Delivery Methods Business Process: Customer Service - Order Fulfillment Execs and Senior Manage customer relationships Management Business Activity This data use… Leads to this information… Dashboards, Scorecards Look at order fill rate by One set of customers are lower than the customer average Business Scenario Compare to target fill rate and We are not meeting target fill rates for these explore year to date trends customers and service levels have dropped Explore the orders by product Identify common traits for lower order fill and location rates (similar products, shipping location, Middle Management, etc) Analysts, Power Users Offer promotions to retain these customers Business Decisions Correct cause of lower fill rates (underestimated sales Reports forecast, manufacturing problem, distribution center backlog) Knowledge Workers, How will they use the Casual Users information? OLAP, Ad-Hoc Query Who will use the How should the information? information be delivered? Copyright DecisionPath Consulting 2011 — All Rights Reserved 19
  20. 20. Questions and DiscussionCopyright DecisionPath Consulting 2011 — All Rights Reserved 20

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