This document discusses organizational preparedness for business intelligence and analytics. It explains that organizational preparedness involves being ready to measure performance, identify opportunities, make process and behavior changes, and monitor improvements. The key aspects of preparedness are organizational readiness, management readiness, and operational readiness. Organizational readiness assesses alignment with objectives. Management readiness focuses on communication, commitment, involvement and support. Operational readiness ensures engagement, budgets, staff, customer training and governance.

1. BUSINESS INTELLIGENCE
PLANNING FOR SUCCESS
Information Resource Management Course
Dr. Sohrabi
Hamideh Iraj

2. The textbook
Business Intelligence
The Savvy Manager’s Guide
Second Edition
David Loshin
Published by Elsevier, 2013
Chapter 3 - Planning for Success

3. What we learned last week
• Defining what BI is
• Determining the value it can provide

4. Organizational Preparedness for Business
Intelligence and Analytics
At the highest level, it is a state within the organization in which both
management and staff are prepared to:
• Execute performance improvement measurement
• Identify opportunities for benefits
• Make changes to processes
• Make changes to behavior as a result
• Monitor improvement in relation to process and behavior changes

5. Different aspects of
organizational preparedness
• ORGANIZATIONAL READINESS
• MANAGEMENT READINESS
• OPERATIONAL READINESS

6. ORGANIZATIONAL READINESS
Assess alignment between the (stated and de facto)
objectives at different levels of management and the overall
mission of the company.

7. MANAGEMENT READINESS
• It focuses on communicating the impact of BI:
• Commitment
• Involvement
• Support
from key individuals

8. OPERATIONAL READINESS
To make sure
• Engagement has been institutionalized:
• Budgets have been allocated
• Skilled staff members have been hired
• The customers and stakeholders have been engaged
and trained
• There is an organized governance and approval
infrastructure in place

9. PREPARING FOR CHANGE
• Understanding the business problem by
examining the core business challenges
• Assessment and determining feasibility
• Planning to develop the analytical solution by
performing a data requirements assessment
• Execution of the solution by engaging the team
members

10. Fundamental aspects of the BI program
• Championship:
Senior-level champions ensuring corporate sponsorship
Most frequently cited for the failure of a BI
• Level-Setting:
Establishing high-level goals and setting expectations
Misalignment between the developers’ goals and the end users’ expectations
• Partnering:
Creating a partnership among the participants that provides incentives to act
strategically

11. Fundamental aspects of the BI program cont.
• Vision:
Asserting a strategic vision that guides design, development, and deployment
A vision statement is a straightforward declaration describing how the control and
exploitation of actionable knowledge will add value to the organization.
• Plan:
Establishing a plan that delivers intermediate value while achieving the long-term
goals

12. Bridging the Gaps between IT and the
Business Users-Dichotomy
Artificial boundary between:
• Those who require computer services and
• Those who provide those services.
A budgetary division between:
• IT as a cost center
• Business unit as a profit center
Deep philosophical division between:
• interaction framework is built around the IT folks
• asking the business folks to support the IT initiatives

13. Knowing the Different Types of BI Users
Extracted from: http://my.safaribooksonline.com/book/databases/business-intelligence/0738496448/data-analysistechniques/ida42

14. Business Intelligence Success Factors:
A Deeper Dive
1.STRONG, DEDICATED MANAGEMENT:
• Maintain strong management.
2. SETTING APPROPRIATE EXPECTATIONS
•
•
•
•
•
•
•
Functionality
Accessibility
Performance
Delivery
Quality
Availability
Business relevance

15. Business Intelligence Success Factors:
A Deeper Dive cont.
3. ESTABLISHING METRICS FOR SUCCESS
4. UNDERSTANDING THE TECHNOLOGY
• Understand what technology can and can’t do for you.
5. DATA ARCHITECTURE
• Create a flexible and extensible data architecture.
• A data model, describes the different entities that exist within the system along
with the relationships between those entities

16. Business Intelligence Success Factors:
A Deeper Dive cont.
6. USING QUALITY INFORMATION
• Use only high-quality data.
• Garbage in, Garbage out
7.BENEFITTING FROM REUSE
•
•
•
•
Reuse of data
Reuse of metadata
Reuse of business logic
Reuse of business process

17. Business Intelligence Success Factors:
A Deeper Dive cont.
8. MANAGING SCOPE
• Deliver on your promises.
SCALABILITY
• Plan your BI and analytics program so that it can be easily
scaled so as to maintain performance at the agreed-to
service level.
• Continuous addition of deliverables into an already
agreed-to scope of work

18. More on Building Your Team
• Insist on business participation.
Maintain strong management.
• Clarify roles and responsibilities.
Set appropriate expectations.
• Create leadership possibilities
• Create an ego-free culture:
Ensure that all team members have a holistic understanding of the
process

19. More on Building Your Team cont.
• Cultivate believability
Proper feasibility Analysis
• Maintain diversity of opinion
Do not rely only on “yes man”
• Look for diversity of technical skill.
• Maintain focus on program objectives.
Do what is necessary

20. Strategic Versus Tactical Planning
• LONG-TERM GOALS
it is important to develop the end-state vision while keeping in mind
that short-term successes are critical.
• SHORT-TERM SUCCESS
The smart approach is to look for opportunities for short-term successes that
conform to the plan for reaching the end state.