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Modern Business Intelligence - Design and Implementations

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During the first two “waves” of business intelligence, IT professionals and business analysts were the keepers of BI. They made BI accessible and consumable for end users.

While this approach still applies to complex business intelligence needs, today there is a new “wave.” This third wave of BI makes BI available to every kind of user.

As customer strive to take advantage of the digital transformation that is occurring in virtually every industry, they need to re-evaluate how they engage with their customers/prospects, how they transform their products and operations, and how they empower and understand their employees.
 
In today’s world, doing each of these things is more and more reliant upon data…traditionally, everything you knew about your customers and prospects was available in your business application systems and in the heads of employees. You learned almost everything about your products BEFORE they left your warehouse. Employees used technology more to enter data than to learn from it.
 
In the data-driven world we live in today, leveraging intelligent insights from data across customers, products, and employees is critical to be able to stay competitive and keep up with or lead digital transformation in any industry. And this isn’t just a customer’s typical business application data – it’s also about augmenting the customer’s data with additional data (e.g. search, employee behavioral data, sentiment data, benchmark data, etc..) – and applying the right intelligence to drive meaningful insights.

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Modern Business Intelligence - Design and Implementations

  1. 1. Modern BI Design & Implementation October 10, 2019 David J. Rosenthal, Digital Business Tr u s t e d I T S o l u t i o n s . E x p e r t I n t e g r a t i o n . R e l e n t l e s s I n n o v a t i o n .
  2. 2. Agenda
  3. 3. 80% of the existing data is unstructured Exabytes 3000 4000 5000 6000 8000 9000 7000 90% 2010 2020 of worldwide data has been created in the last 4 years Sensors and devices Social Media VoIP Corporate Data 50x2010 to 2020 Growth of
  4. 4. Data culture
  5. 5. Yet, fewer than 25% of workers have access to analytical insights
  6. 6. What if you could empower everyone with analytics anywhere decisions are made?
  7. 7. Everyone Analyst to end user IT to end user 2nd wave Self-service BI 1st wave Technical BI 3rd wave End user BI
  8. 8. … and creates new challenges Everyone Analyst to end user IT to end user Multiple data sources Data residing in cloud solutions and on- premise locations is difficult to access and refresh securely End-to-end view Data often resides in disparate locations, making it difficult to see a complete picture of your business Complex system integration Traditional BI solutions span multiple applications and services. Sharing data across systems requires each system to understand the location, structure and meaning of the data. Business data has no structural or semantic consistency Different applications, departments, and analysts define data in different ways, which makes data exploration, and reuse of data and apps extremely challenging. Right data for the right users at the right time Different roles have different need and business users need the latest operational data Silos Employee doesn’t know how to create or share reports and use different tools and create inconsistency
  9. 9. “If you don’t decide upfront, someone else will later”
  10. 10. Secure data and permission Publish data to the entire organisation Report lifecycle management Sharing Reports Themes, standard look and feel Licensing Monitoring and Auditing Hybrid, Cloud and Gateways Architecture choices, consolidation Personas
  11. 11. Governance Model EDW BUSINESS UNIT DASHBOARDS, KPIS & SCORECARDS DEPARTMENTAL, TEAM OR GROUP REPORTING PROJECT REPORTING PERSONAL REPORTING TIGHT CONTROL LESS CONTROL
  12. 12. Implementing Governance Every enterprise is unique Determine initial principles and goals Balance the needs of IT and the business Have a roadmap Ongoing monitoring and processes
  13. 13. 1 2 3 4 5 PowerBI.com 1 3 4 5 6 76 8 2 7
  14. 14. Modern BI Design and Implementation Razor Technology’s Modern BI Design and Implementation offer creates a personalized BI Governance roadmap that address all the key considerations that any company has to deal in this area. The offer also delivers a dashboard with statistics of current BI usage and user behaviors as well as a minimum viable product of Modern BI environment. 20 Potential Benefits Provide strategic agility using the power of the BI platform and making decision faster supported by data. Drive data culture by increase adoption of BI in the organization removing data silos, technical roadblock and increase collaboration. Reduce risks related to data quality, security compliances and access. Avoid uncontrolled proliferation of BI apps and reports and standardize reporting and dashboards Create trusted data source. Project Scope • Explore and understand a high-value business problem or opportunity • Assess environment relevant to the business problem/opportunity • Architect new solution in Azure or hybrid environment • Deploy platform in production (only available only in Advanced) Deliverables • Document Solution Roadmap and governance framework • Develop Monitoring dashboard • Create custom reports and visualizations (only available only in Advanced) • Deploy new Azure Solution (only available only in Advanced)
  15. 15. Modern BI Design and Implementation: project phases Platform Enablement Envisioning and Architecture Governance and Monitoring Implementation Sprint 1 Sprint 2+Sprint 0 backlog Sprint n UAT Identifying high value business use cases. Define the business case considering: • Business Led BI to IT Centric BI, • Departmental BI to Enterprise BI, • Enable Self-service BI • Enable Advanced BI use- cases (Data science, Embedded BI). Get a view of the current BI environment. Determine how the business case effects or change the current BI environment. Define the target architecture supporting the business case Map the use cases to features, creating the product backlog for the implementation of the BI Roadmap Define the Governance requirement for the Power BI Platform: • Define the logical architecture • Define the governance process • Define the governance roles and responsibilities • Define the governance metrics Collect details for a usage metric dashboard to monitor the Modern BI environment. Configure a DevOps environment in Azure to enable the delivery of future Power BI reports and dashboards. Define the implementation roadmap and next steps after implementation. Participate in integration Testing Participate in Functional Testing Closeout report Establish the BI Platform Provision On-Premise Data Gateway Security Configurations Power BI Workspace Configurations Provision Azure Architecture components Provision Azure DevOps / Git Complete planned product backlog. Release production pilot Implement a usage metric dashboard to monitor the Modern BI environment. Create reports and dashboards for one use case or business unit. Adoption and Change management (ACM) Secure development environment Identify management Outcome • Architecture recommendations* • Governance guidance* • Security configuration* • Backlog plan* • PBI Dashboard with usage metrics • Deployed Azure Solution • Use case implementation with PBI Dashboard Backlog – recommended add-on • Adoption and Change management (ACM) recommendations* • Secure development environment • Integration with Azure Identify management (*) Documentation
  16. 16. On-Premise Data Data Gateway Long term Store Compute Serving Storage Orchestration Power BI Service User AccessAzure Component Architecture AZURE DATABRICKS DATA LAKE STORE BLOB STORE SQL DB SQL DB AZURE ANALYSIS SERVICES Power BI Imported Data set Power BI Imported Data set Power BI Live Data set Developer Access Data Factory POWER BI DESKTOP POWER BI MOBILE POWERBI,COM In Scope Platform Enablement Architecture
  17. 17. Summary Governance can help you plan head for success Business and IT requirements needs to align to reduce risks while continue to be agile and productive Governance helps to create organization consistency with reporting and report accuracy Governance process with Modern BI Design and Implementation helps drive a data driven culture
  18. 18. Engagement Initiation Razor learns about the overarching needs of their customer and their corresponding outcomes. The Razor team begins the engagement with key customer resources. Razor prepares a statement of work that is based on the agreed-upon approach. Razor assembles an expert staff that will conduct the implementation. Razor presents approaches and Solutions that can help achieve outcomes. Next Steps
  19. 19. Find more information about Power BI: http://www.powerbi.com Schedule your Modern BI Design and Implementation engagement through your Razor Technology representative.
  20. 20. © 2019 Razor Technology www.razor-tech.com @DavidJRosenthal Slideshare www.razor-tech.com 5 Tower Bridge 300 Barr Harbor Dr., Suite 705 West Conshohocken, PA 19428 www.razor-tech.com David.Rosenthal@razor-tech.com Cell: 215.801.4430 Office: 866.RZR.DATA LETS KEEP IN TOUCH 28
  21. 21. © 2018 Microsoft Corporation. All rights reserved. Microsoft, Azure, Cortana, Excel, Power BI, and SQL Server software are trademarks of the Microsoft group of companies. Other products mentioned that are not trademarks include Microsoft Office and Power BI. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  22. 22. February 2019 *Gartner “Magic Quadrant for Analytics and Business Intelligence Platforms,” by Cindi Howson, James Richardson, Rita Sallam, Austin Kronz, 11 February 2019 The above graphics were published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
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