This is a brief overview of my approach to business intelligence

1. John Roberts Business Intelligence Professional

3. MedCenter Direct – Product Analyst

4. META Group Consulting – Strategy Consultant

5. Thomas Cook Travel – Reports CoordinatorMBA from Georgia Tech with concentration in IT

6. BI Application Planning Process Prototypes Stakeholder Identification and Interviews IT Review Initial Development Project Plan High-Level Documentation & Prioritization Final Prioritization Exercise Product Roadmap Requirements Docs Focus Group Final Documentation Final Development Project Plan Legal Detailed Documentation & Prioritization Project Signoff and Handoff to IT Security Framework

7. BI Requirements PhaseSample Interview Questions Note: this slide is more detailed view of the first step in the previous slide (Stakeholder Identification and Interviews) – all other processes could be detailed in such a manner, but I only included this one to ensure presentation brevity

8. BI Application Deployment Process Report, Dashboard, Cube, etc. BI Business Analyst QA & UAT Launch Product Focus Group UAT and Signoff Track and Fix Bugs User Guides Update/Develop Training Materials Train and Support Users Online Training Screenshots Comm with Production Support Update System Documents Use System for Data Mining

9. BI Consultant Reporting Approach Primary and Secondary Market Research OLTP Data Warehouse/Data Marts Set Strategy Take Action

10. BI Consultant Approach

11. BI Work Example:Early Life Customer Churn EL Churn measured deactivations within first 6 months of customer life (Returns, Fraud, Neverpay, etc.) Issues with existing EL Churn metric Accurate but latent Poorly understood Underutilized Proposed new metric Current Easily Understood Actionable

12. BI Work Example:Early Life Customer Churn

13. Areas of Excellence SummaryJohn Roberts