Systems Design Patterns for Embedded DA
Somik Raha
Ground Principle
Humans not replaced, but augmented
Purpose of Tool
Consultative DA Embedded DA
“Knobs for Nerds”
Create custom models
to meet particular issues
in the situation
!
“Lean Models”
Train against common
simple templates and
deploy
Bad idea to reuse
models
Good idea to reuse
models
User Interface
Consultative DA Embedded DA
“Control-focused”
Manage/Edit/Analyze
!
“Role-focused”
Multiple roles/views:
•Decision-Makers
•SMEs
•Analysts
!
Vignette from Finance
Director
User Interface
Consultative DA Embedded DA
“Control-focused”
Manage/Edit/Analyze
!
“Role-focused”
Multiple roles/views:
•Decision-Makers
•SMEs
•Analysts
!
Vignette from Finance
Director
Workflow
Consultative DA Embedded DA
Facilitated through an
expert analyst
Real-time mediated by
system
Send out requests for data,
carefully review the data
received and plug into model for
analysis.
Distributed work across
roles and geographies.
System turns into a
storehouse of useful
information.
Workflow
Consultative DA Embedded DA
Facilitated through an
expert analyst
Real-time mediated by
system
Quote: The executive team was able to trust our process
because we could show them our numbers in real-time, and the
assumptions behind them.
Send out requests for data,
carefully review the data
received and plug into model for
analysis.
Distributed work across
roles and geographies.
System turns into a
storehouse of useful
information.
Integrity of Model
Consultative DA Embedded DA
Pedigree assured by
analyst
Pedigree assured by
system
Power tools need careful control Tracks who changed what
and why
Integrity of Model
Consultative DA Embedded DA
Pedigree assured by
analyst
Pedigree assured by
system
Power tools need careful control Tracks who changed what
and why
Integrity of Model
Consultative DA Embedded DA
Composite Context
Consultative DA Embedded DA
Decisions are one-off
or unique.
Decisions are made
in the context of a
stream of similar
decisions.
!
e.g. Other similar
project decisions, or
a portfolio of related
decisions
Composite Context
Embedded DA
Composite Context
Embedded DA
Composite Context
Embedded DA
In Summary
Consultative DA Embedded DA
Knobs for Nerds
!
Facilitated through an
expert analyst
!
Pedigree assured by
analyst
!
Decisions are one-off
or unique
Lean Models
!
Real-time mediated by
system
!
Pedigree assured by
system
!
Decisions are made in
the context of a stream
of similar decisions
!

Embedded Decision Analysis: Systems Design Patterns

  • 1.
    Systems Design Patternsfor Embedded DA Somik Raha
  • 2.
    Ground Principle Humans notreplaced, but augmented
  • 3.
    Purpose of Tool ConsultativeDA Embedded DA “Knobs for Nerds” Create custom models to meet particular issues in the situation ! “Lean Models” Train against common simple templates and deploy Bad idea to reuse models Good idea to reuse models
  • 4.
    User Interface Consultative DAEmbedded DA “Control-focused” Manage/Edit/Analyze ! “Role-focused” Multiple roles/views: •Decision-Makers •SMEs •Analysts ! Vignette from Finance Director
  • 5.
    User Interface Consultative DAEmbedded DA “Control-focused” Manage/Edit/Analyze ! “Role-focused” Multiple roles/views: •Decision-Makers •SMEs •Analysts ! Vignette from Finance Director
  • 6.
    Workflow Consultative DA EmbeddedDA Facilitated through an expert analyst Real-time mediated by system Send out requests for data, carefully review the data received and plug into model for analysis. Distributed work across roles and geographies. System turns into a storehouse of useful information.
  • 7.
    Workflow Consultative DA EmbeddedDA Facilitated through an expert analyst Real-time mediated by system Quote: The executive team was able to trust our process because we could show them our numbers in real-time, and the assumptions behind them. Send out requests for data, carefully review the data received and plug into model for analysis. Distributed work across roles and geographies. System turns into a storehouse of useful information.
  • 8.
    Integrity of Model ConsultativeDA Embedded DA Pedigree assured by analyst Pedigree assured by system Power tools need careful control Tracks who changed what and why
  • 9.
    Integrity of Model ConsultativeDA Embedded DA Pedigree assured by analyst Pedigree assured by system Power tools need careful control Tracks who changed what and why
  • 10.
  • 11.
    Composite Context Consultative DAEmbedded DA Decisions are one-off or unique. Decisions are made in the context of a stream of similar decisions. ! e.g. Other similar project decisions, or a portfolio of related decisions
  • 12.
  • 13.
  • 14.
  • 15.
    In Summary Consultative DAEmbedded DA Knobs for Nerds ! Facilitated through an expert analyst ! Pedigree assured by analyst ! Decisions are one-off or unique Lean Models ! Real-time mediated by system ! Pedigree assured by system ! Decisions are made in the context of a stream of similar decisions !