Tata AIG General Insurance Company - Insurer Innovation Award 2024
Dishing up SharePoint BI
1.
2.
3. Agenda
• What is BI in SharePoint
• The main course
– TV Dinners
• Making it sweet
– Approach
– Critical success factors
4. Starters – BI Solutions
Online Visual Navigation
Large Datasets
Pivot
PowerPivot Power
Viewer
Visio Services
Mapping
KPI / Status Indicator
PerformancePoint
SharePoint List
SQL Reporting
Services Chart Web Part
Access
Services Excel Services
Printing or Exporting
Small Datasets
6. Data Sauces and Sides
• http://msftdbprodsamples.codeplex.com/releases/view/5592
6
• http://www.microsoft.com/silverlight/pivotviewer/
• http://powerpivotsdr.codeplex.com/
• http://blogs.msdn.com/b/sqlrsteamblog/archive/2011/11/17/
what-s-new-in-power-view.aspx
7. Know your customer!
• Understand business drivers and aspirations
• Business Objectives for BI
• Establishing relative importance
• Build IT and Business Relationships -> Partnership
8. What’s in the Pantry?
• Meat and Veg
– ERP
– CRM
– User Data
– Local and Foreign produce
• Sauces and Spices
– Business Rules
– Known Limitations
– Complexities
– Data Quality
9. Creating the BI Menu
Planning and Prioritisation Chop sticks and knife and fork
Value
Complexity
10. Lets cook
• Who’s the paying customer?
• Pots or pans, how many?
• Arrange the meal before you cook it
• Use a recipe
• They don’t want what they ate in school
11. Before you serve
• Iterative approach is tried and true
• Fail fast (if it’s fast you didn’t fail!)
• Serve when it’s good enough, don’t over cook
• Minimise risk
12. Taking it to the table
• Making it welcoming
• Meals served on site not takeaway
• Laying out meal
• Who ordered which meal
• Serving it to the customer
• Follow up
13. Chef Ramsey’s Advice
Don’t cook stuff you Only cook what
don’t have the f***g Don’t f**k it up b
customers want boy
ingredients for
Don’t let
customers cook in Don’t give
the kitchen someone who uses
only forks, soup
Start simple so
you don’t loose
Don’t cook stuff you
your customer
don’t have the
f***g experience to
do well
14. The SharePint Diner
Pantry Kitchen Diner Meal
Market • Data Sources • Data • Bi
• SharePoint
Research Warehouse 2010 Ent Components
• Excel
15. What is WhereScape RED?
• Integrated Agile DW development environment
• Built in leading practice DW development methodology
• Promotes rapid prototype-iterate and deploy cycles
• Speed up development productivity - generates data
warehouse objects and code
• Management & maintenance framework
17. The following are example slides.
These can all be removed once you
have referenced them.
Editor's Notes
Opening slide please include
We have fish – chocolate fish
Shows SharePoint 2010 BI solutions based on Static/Dynamic as they relate to dataset size.The tools can also be viewed by self-service, community driven reporting and business organisationAl – you should make these pies
Everyone loves demonstrations if you’re able to show one!If not just delete or hide this slide in your presentation.
Thanks Alan, great. The only problem with TV dinners is they don’t teach you how to cook. What do you say we show them?
Not requirements. What are their challenges, objectives and aspirationsUnderstand what the business are hoping that BI will do for them to meet their dreams, aspirations etc.Get a feeling for the relative importance of the business drivers etc, this will help later when we look at data sourcesPartnership most important. Shared responsibility, shared ownership, easy flow of information, constructive engagementIf the going gets tough partnership will save youIf the going is easy then it will carry you faster
What data have we gotWhat are the key limitations of these sources now, DQ, security, complexity etcWe can only cook what we’ve got ingredients for, regardless of what the business want. Be Honest.End of this process we have a Shared Understanding of what is possible
We know what we want and what we haveAgree what can be done -> prioritiseSolid conceptual framework based on progress so far.At the end of this we should know “What, When, How much”Don’t over document, looking for conceptual framework and roadmap, high level plan + agreementThings will change, don’t waste time on detailIf you get to this point and the business aren’t engaged, forget it, save your time and their money.We are putting together the market research to what we can makeBusiness users we request complicated meals, but these have significant risk in data quality, incomplete problem we are answeringDeserts that matches the mainsAvoid confusion – people can’t recognise what they are eating
Get a business sponsor! They will help maintain focus, commit resources and make key decisions.Decide where you’re going to put the dataData WarehouseMart or MartsHub and Spoke, MonolithicDecide on a modelling technique, Star, 3NF, Data Vault. Probably Star, but just decideTake the time to plan, use tried and true techniques, don’t re-invent the wheelRemember recipes are guidelines not instructions, experimenting to your taste is OKArranging the information in a clear way with meaningful descriptions is keyPeople want to know what they’re eatingThey appreciate effort in presentation
Iterative approach with feedback loop between IT and business superior to SDLCYou know if you’re on the right track fasterYour risk is minimisedBusiness engaged and on sideTime to value important, get it done and into production as soon as possible.
If you have a partnership you won’t f**k it upFailing early isn’t a f**k upIf you seriously f**k it up you’re probably f**ked
Significant point highlighted in a box, plus increased font size and bold.