Business Intelligence Assessment Template

1. BI Assessment Template
P R E S E N T E D B Y J o n a t h a n R a s p a u d ⎪ F e b r u a r y 2 4 t h , 2 0 1 6

2. Yahoo Confidential & Proprietary2

3. Framework:
 The BI Health Check will look into the following aspects of Organizational Data
Management:
 Scope can be customized depending on our organization’s needs.
 However, it is very important to look at Business Intelligence holistically!
Resources/SkillsPeople/Ownership
StrategyStrategy
ProcessesProcesses
ArchitectureApplications
KPIs
Information TechnologyBusiness
Data

4. Business Context and Activities:
4 Yahoo Confidential & Proprietary
Acceptance/Usage, Actionable/Influence, Appropriateness, Balance, Linkage, Measurability
Accessibility, Breadth, Business Alignment, Functionality, Ownership, Usability
 Identification of the primary Business Themes, Objectives, Initiatives and Plans
 Relating these business goals to the needs for BI Solutions
 Recommendations for BI MYP
 Evaluation of Business processes for Target Setting and Leadership Rhythms
 Recommendations for improvements in Business processes
 Understanding of the shadow IT organizations and people that develop and support BI
Technologies, Applications and Processes
 Understanding of the groups and people using the BI Solutions
 Evaluation of organizational structures and partnership
 Recommendations for improvements in this area
Alignment, Roadmap, Vision
Decision Rights, Change Management, Funding, Methodology, Policies & Procedures,
Prioritization, Project Management, Standards & Guidelines
Accountability, Business Alignment, Communication, Leadership, Organization, Roles
& Responsibilities, Skills, Teamwork
 Identification of the key metrics used to measure the Business Objectives
 Evaluation of the metrics against best practices
 Recommendations for metrics / metric categories that should be considered in To-be state
 Inventory of existing applications in key BI / CPM areas (Scorecard, Dashboards, Budgeting &
Forecasting, etc.)
 Identification of functional gaps
 Recommendations on potential solutions (packaged applications, custom development)
People/Ownership
Strategy
Processes
Applications
KPIs

5. IT Context and Activities
5 Yahoo Confidential & Proprietary
 Review of existing data assets contrasted against business requirements
 Identification of key subject areas
 Identification of data gaps
 Evaluation of the data in terms of sourcing, granularity, timing, processing, structure, quality,
security and metadata
 Recommendations for Data Architecture improvements
 Evaluation of BI hardware & software focused on the overall footprint, distribution of processes,
performance, scalability, integration, and management
 Identification of gaps, limitations and opportunities
 Alignment of user access tools to information consumer profiles
 Understanding the IT Context for BI – IT AOP, MYP
 Recommendations for BI MYP
 Evaluation of existing IT processes and methodologies related to the BI program
 Recommendations for improvements in IT processes
 Understanding of the organizations and people that develop and support BI Technologies,
Applications and Processes
 High Level Review of relevant skills
 Recommendations for improvements in this area
Alignment, Roadmap , Vision
Decision Rights, Change Management, Funding, Methodology, Policies & Procedures,
Prioritization, Project Management, Standards & Guidelines
Consistency, Footprint, Granularity, Integration, Metadata, Predictive Value, Timeliness,
Visibility
Accountability, Business Alignment, Communication, Leadership, Organization, Roles &
Responsibilities, Skills, Teamwork
Functionality, Integration, Performance, Reliability, Security, Systems Mgmt.
Resources/Skills
Strategy
Processes
Architecture
Data

6. Scoring:
6 Yahoo Confidential & Proprietary
Timeliness
Accuracy
Visibility
Integration
Predictive Value
Consistency
Metadata
Footprint
Cleanliness
Functionality
Integration
Performance
Reliability
Security
Systems Mgmt
Decision rights
Stds/Guidelines
Priority/Criteria
Funding
Methodology
Project Mgmt
Policies and Procs
Change Mgmt
Accountability
Business Alignment
Communication
Leadership
Organization
Roles
Skills
Teamwork
Articulation
Alignment
Investments
AOP
MYP
Acceptance
Actionable
Appropriate
Balanced
Linkage
Measurability
Accessibility
Breadth / Mix
Busin. Alignment
Functionality
Ownership
Usability
Decision rights
Stds/Guidelines
Priority/Criteria
Funding
Methodology
Project Mgmt
Policies and Procs
Change Mgmt
Articulation
Alignment
Investments
AOP
MYP
Accountability
Business Alignment
Communication
Leadership
Organization
Roles
Skills
Teamwork
People/Ownership
Strategy
Processes
Applications
KPIs
Business
Resources/Skills
Strategy
Processes
Architecture
Data
InformationTechnology

7. Closing the Gap
7 Yahoo Confidential & Proprietary
“The BI Assessment delivers an analysis of the present state, a view of the desired future
state, and a phased gap closing program.”
Q3 Q4 Q1 Q2 Q3 Q4
2010 2011
Executive Dashboards
Foundation Building
Release 1: Well Master and Actuals (PA, Cygnet)
Release 2: TBD
3 stages are recommended:
- Gain executive support
- Prepare foundation for BI growth and maturity
- Integrate data in EDW and Develop BI Applications in an
iterative fashion with Releases.
1 2 3
1
2
3
As-is State
 What is our implementation
approach?
 How do we manage it?
 Who is going to do what?
 When will it be done?
 Do we have the right
resources?
 How much will it cost?
 How will we fund it?
 Why are we making this
investment?
To-be State Roadmap
 Where are we?
 What do we have?
 Where do we want to go?
 What are the issues?
 What are the opportunities?
 What are the biggest pain
points?
 What are our solution
options?
 What are the solution benefits
 What are the concerns?
 Can the solution(s) support
our business?
 What are the gaps?
 What is our recommended
solution?
Resources/SkillsPeople/Ownershi
p
StrategyStrategy
ProcessesProcesses
ArchitectureApplications
KPIs Data
Business IT
Resources/SkillsPeople/Ownershi
p
StrategyStrategy
ProcessesProcesses
ArchitectureApplications
KPIs Data
Business IT
Roadmap
Strategic
Phases
PHASE 2 PHASE 3 PHASE 4PHASE 1
Project 1
Project 2
Project 3
Project 4
Project 5
Tactical Projects

8. Phased Approach:
8 Yahoo Confidential & Proprietary
Total lack of
awareness
Spreadsheet
and information
anarchy
One-off report
requests
No business
sponsor; IT
executive in
charge
Limited
users
Data
inconsistency
and “stovepiped”
systems
Specific
set of
users are
realizing
value
BICC in
place
Funding from
business units
on a project-
by-project
basis
Successful
focus on a
specific
business need
Business
objectives drive BI
and performance
management
strategies
Hybrid
technologies
Governance
policies are
defined and
enforced
Effective use
by users
driving
business
strategy
BI integrated into
enterprise
architecture and
application
development
processes
Information is
trusted across the
company
Use of BI is
extended to
suppliers,
customers and
business partners
Level 1 Level 2 Level 3 Level 4 Level 5
Unaware Tactical Focused Strategic Pervasive
From
“Present
State”
To “Future
State”….in
phases
Sample Gap Closing Program
Strategic Phases
PHASE 2 PHASE 3 PHASE 4PHASE 1
Project 1
Project 2
Project 3
Project 4
Project 5
Tactical Projects

9. Methodology:
9 Yahoo Confidential & Proprietary
BI Health Check consist of following stages:
1- Planning
2- As-is State Review
3- To-be State Definition
4- Gap Closing Program (Strategic and Tactical steps)
5- Delivery
Checkpoints:
Gap Closing Program
To-be State Readout
To-be State Definition
Planning
Final Delivery
Delivery
As-is State Readout
As-is State Review

10. Define “As-is” and “To-be” States:
10 Yahoo Confidential & Proprietary
 The business struggles to gain access to
the information it needs
 Time is mostly spent on data collection
rather than data analysis
 Limited insight into costs and investment
performance
 Money spent on BI not delivering expected
impact
 Information silos and shadow BI groups
 Frequent confusion around business
metrics (e.g., definitions, alternate sources,
conflicting measures)
 The right data is available at the right
time to the right people
 Common definition & source of
performance metrics across the
enterprise
 Robust tools that enable business users
 Business focuses on a set of Key
Performance Indices
 Pace and quality of IT delivery
increasing
 Costs reduced through narrowed
hardware and software footprint
 Governance processes, roles and
responsibilities in place
As-is State To-be State
 Where are we?
 What do we have?
 Where do we want to go?
 What are the issues?
 What are the opportunities?
 What are the biggest pain
points?
 What are our solution options?
 What are the solution benefits
 What are the concerns?
 Can the solution(s) support our
business?
 What are the gaps?
 What is our recommended solution?

11. Define “Gap Closing” and “Delivery”:
11 Yahoo Confidential & Proprietary
 Conduct Additional Interviews as needed
 Work with Business and IT to Prioritize Needs
 Sequence the needs and goals
 Determine key steps
 Develop Initiatives and Projects
 Develop timeline with strategic and tactical
projects
 Identify Milestones
 Refine As-is State and To-be State Documents
 Workshops / working together sessions
 Socialize and consensus building
Gap Closing Tasks Final Delivery of Strategy Package
 What is our implementation
approach?
 How do we manage it?
 Who is going to do what?
 When will it be done?
 How much will it cost?
 Why are we making this investment?
 Business Case
 Assessment Results Document
 Executive Summary
 Interview schedule and notes
 As-is State Documentation
 Consolidated To-be State
Goals/Needs
 To-be State Documentation
 Recommendations for each pillar
 To-be Architecture
 To-be Data Flow
 Prioritized Needs and Goals
 Gap Closing Program timeline
 Strategic Projects
 Tactical Projects
 High level estimate for projects
 Business Case for next phase
 Executive Summary

12. Planning:
12 Yahoo Confidential & Proprietary
Tasks
 Establish project room
 Determine and Secure required tools
 Build Project Plan and Milestones
 Determine Key Stakeholders
 Establish Status Meetings
 Establish Stakeholder Meetings
 Schedule Information Gathering Sessions
 Create Interview schedule
 Conduct Kickoff Meeting
Deliverables
 Project Plan
 Stakeholder List
 Project Roles/Responsibilities
 Interview schedule
 Kick-off deck
Checkpoints:
Gap Closing Program
To-be State Readout
To-be State Definition
Planning
Final Delivery
Delivery
As-is State Readout
As-is State Review

13. As-is State Review:
13 Yahoo Confidential & Proprietary
Tasks
 Prepare Interview questions
 Review existing documents
 Conduct Interviews
 Review and document meeting notes
 Assess As-is State
 Compare industry best practices
 Workshops / working together sessions
 Socialize and consensus building
Deliverables
 Interview Notes
 As-is State Draft Documentation
 Architecture
 Data Flow
 Business Pain Points
 IT Challenges
Checkpoints:
Gap Closing Program
To-be State Readout
To-be State Definition
Planning
Final Delivery
Delivery
As-is State Readout
As-is State Review

14. To-be State Definition:
14 Yahoo Confidential & Proprietary
Tasks
 Identify Focus Areas
 Review Multi Year Plan
 Review Company Strategy
 Conduct To-be State interviews
 Consolidate To-be State Needs
 Develop Goals for To-be State
 Perform follow-ups as needed
 Workshops / working together sessions
 Socialize and consensus building
Deliverables
 Interview Notes
 Consolidated To-be State Goals/Needs
 To-be State Draft Documentation
› To-be Architecture
› To-be Data Flow
Checkpoints:
Gap Closing Program
To-be State Readout
To-be State Definition
Planning
Final Delivery
Delivery
As-is State Readout
As-is State Review

15. Gap Closing Program:
15 Yahoo Confidential & Proprietary
Tasks
 Conduct Additional Interviews as needed
 Work with Business and IT to Prioritize Needs
 Sequence the needs and goals
 Determine key steps
 Develop Initiatives and Projects
 Develop timeline with strategic and tactical projects
 Identify Milestones
 Refine As-is State and To-be State Documents
 Workshops / working together sessions
 Socialize and consensus building
Deliverables
 Additional Interview Notes, if any
 Prioritized Needs and Goals
 Program timeline (short term and long term)
 High level estimate for projects
Checkpoints:
Gap Closing Program
To-be State Readout
To-be State Definition
Planning
Final Delivery
Delivery
As-is State Readout
As-is State Review

16. Delivery:
16 Yahoo Confidential & Proprietary
Tasks
 Workshops / working together sessions
 Finalize As-is State Deck
 Finalize To-be State Deck
 Develop Assessment Results deck
 Develop Executive Summary
 Build Business Case for First Phase
 Present to Executives
 Present to All Stakeholders
Deliverables
 Business Case
 Assessment Results Document
 Executive Summary
Checkpoints:
Gap Closing Program
To-be State Readout
To-be State Definition
Planning
Final Delivery
Delivery
As-is State Readout
As-is State Review