1. “Developing a BI & CPM Strategy, vision and roadmap for success to ensure your initiative yields the payback you set out to achieve.” Phillipjenkins.co.uk | January 2010
2. Don't miss the bus Some considerations before you begin The Business case | Data Quality | Tools for the job | Delivery Image flickr / -simon-
26. Why Do you need that data? Not all data is good data. Data quality issues are the No.1. cause of failure in B.I. Projects. Image flickr / belramos Phil Jenkins 2009
38. So how's that data looking? Don't overestimate the quality of your data “Poor data quality is one of the commonest issues I encounter in BI projects.” Chris Hooker – Infor
47. Summary Agree the concept Find users who care Understand the business Build a strong team Know your data Choose tools carefully Start small, think big Repeat until complete
48. Contact Presentation fist delivered to the Obis Omni by Phil Jenkins in September 2009. Contact Phillipjenkins.co.uk Linked-in Credits All images shown attributed under flickr / creative commons or by Phil Jenkins.
Editor's Notes
Introduction I am Head of Business Information & Compliance at The Organisation. We are a recruitment firm with 39 offices in 17 Countries. I am responsible for our CRM systems, Data, Systems Integrations, Training and of course B.I. We have always valued good BI, but during the last 12 months have been developing more of a CPM approach and endeavouring to look at the business as whole, rather than focus on finance, or KPI’s. We have focused on making it much easier to look at data from a global perspective – drilling down to detail where required. During this session I will talk more about the experiences we have had, and will of course be more than happy to answer questions, either as we go, or at the end of the session.
Building the business case for your BI/ CPM initiative What I did Speak to lots of people, arrange workshops to bring stakeholders together and think about facilitation techniques to help highlight requirements. Do encourage staff suggestions in your organisation? If so, look at them! Find out what works now and what doesn’t. Don’t throw out good solutions for the sake of it. Learn from the past and ensure you are aware of problems, likes and dislikes. Look at issues raised with past and present suppliers, join groups like Obis Omni and see what others are doing! Where’s the business going to be in 1 yr, 5 yrs, 10 yrs? Business strategy can make a huge difference for obvious reasons? Does strategy call for a BI solution? Try and future proof your solution in line with the strategy of the business – for example – we have had to overcome issues where systems did not work with multi byte characters (specifically Kanji) – with a business that has grown dramatically in Asia this would have been a big issue for us if it could not have been resolved. Cost – savings, more sales, more profit, more efficiency. The bottom line is always a compelling argument when building a business case. Will the BI solution save money, create opportunity, efficiency, profit or just improve moral? Is the solution relevant to the entire business or only a few select users (although if those few select users are the CEO, COO then you may be in luck)? How much is the solution going to cost. How quickly will it recoup investment? What are the risks? What’s the “do nothing” option and what are the risks? Does it travel across borders, across cultures, across languages
Building the business case for your BI/ CPM initiative What I did Speak to lots of people, arrange workshops to bring stakeholders together and think about facilitation techniques to help highlight requirements. Do encourage staff suggestions in your organisation? If so, look at them! Find out what works now and what doesn’t. Don’t throw out good solutions for the sake of it. Learn from the past and ensure you are aware of problems, likes and dislikes. Look at issues raised with past and present suppliers, join groups like Obis Omni and see what others are doing! Where’s the business going to be in 1 yr, 5 yrs, 10 yrs? Business strategy can make a huge difference for obvious reasons? Does strategy call for a BI solution? Try and future proof your solution in line with the strategy of the business – for example – we have had to overcome issues where systems did not work with multi byte characters (specifically Kanji) – with a business that has grown dramatically in Asia this would have been a big issue for us if it could not have been resolved. Cost – savings, more sales, more profit, more efficiency. The bottom line is always a compelling argument when building a business case. Will the BI solution save money, create opportunity, efficiency, profit or just improve moral? Is the solution relevant to the entire business or only a few select users (although if those few select users are the CEO, COO then you may be in luck)? How much is the solution going to cost. How quickly will it recoup investment? What are the risks? What’s the “do nothing” option and what are the risks? Does it travel across borders, across cultures, across languages
