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Cognos Data Module
Architectures & Use Cases
1
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Hundreds of resources
Visit the Resource Library
on the Senturus website
to download this presentation
and explore other assets:
senturus.com/resources
2
3
3
Introductions
Greg Nash
MVP Data Platform | Principal Consultant
Dear Watson Consulting (Australia)
Michael Weinhauer
Director
Senturus, Inc.
Agenda
•Introductions
•Power BI workflow
•Know your audience
•Value streams
•Roles and responsibilities
•Managing the flow
•Senturus overview
•Additional resources
•Q&A
4
Enjoy the full webinar presentation
This slide deck is from the webinar Secrets of High
Performing Report Development Teams
To view the FREE video recording and download this deck,
go to https://senturus.com/resources/secrets-of-high-
performing-report-development-teams/
5
The analyst’s problem
6
Challenges
7
Sales Finance HR Operations
Challenges
8
Challenges
9
Challenges
10
Challenges
11
•How do the best performing analytics
teams deliver high quality content, on time,
every time?
12
Solution: a new tool?
13
A universal problem
14
A universal solution!
15
Even across industries
16
Toyota Production
System
Lean / Six Sigma
DevOps
The solution – three ways
17
Improve Flow
Create Feedback
Loops
Safety Culture
Like what you see?
To view the video recording and download the slide deck go
to https://senturus.com/resources/secrets-of-high-performing-
report-development-teams/
Visit our website to access our library of free BI knowledge
resources including events, blogs, demos, whitepapers, other
on-demand webinars and our dashboard gallery
https://senturus.com/senturus-resources/
18
The first way: improving flow
19
Understand your audience
Identify your value streams
Confirm roles and responsibilities
Manage and improve the flow of work
The first way: improving flow
20
Understand your audience
Identify your value streams
Confirm roles and responsibilities
Manage and improve the flow of work
Understanding your
audience
21
Learn what is valuable and what is
not!
Why analysts need to understand users
22
Find out who your users are
23
User personas
24
- Executive
Audience – best practices
25
Engage regularly with stakeholders – learn their goals and challenges
Create common understanding within the team of different user cohorts
Create strong links between reports / data and user needs
Prioritize valuable solutions during development
The first way: improving flow
26
Understand your audience
Identify your value streams
Confirm roles and responsibilities
Manage and improve the flow of work
Value streams
Identifying how work flows through
your system
27
Gall’s law
28
“A complex system that works is invariably found to
have evolved from a simple system that worked.
A complex system designed from scratch never works
and cannot be patched up to make it work. You have to
start over, beginning with a working simple system.”
- John Gall, The Systems Bible
Making work visible
29
What is a value stream?
30
Aha!
Ka-Ching!
It doesn’t have to be complicated
31
Like what you see?
To view the video recording and download the slide deck go
to https://senturus.com/resources/secrets-of-high-performing-
report-development-teams/
Visit our website to access our library of free BI knowledge
resources including events, blogs, demos, whitepapers, other
on-demand webinars and our dashboard gallery
https://senturus.com/senturus-resources/
32
Why value streams?
33
It will help build a common understanding of your systems of work
It will help you maintain consistency across developers
Help prevent passing issues downstream to the next step
It will help you demonstrate your value to the business
It makes it easier to estimate work
Allows you to focus on optimisation steps instead of arguing about how it’s done
Developing a value stream
34
…ETC
Value stream best practices
35
Gather as many stakeholders as possible into a value stream design meeting
List all the steps from concept to delivery – aha! to ka-ching!
Estimate the timing of each step! It doesn’t have to be perfect
Look for the bottleneck - Theory of Constraints
The goal is to increase throughput of the system
The first way: improving flow
36
Understand your audience
Identify your value streams
Confirm roles and responsibilities
Manage and improve the flow of work
Roles and
responsibilities
37
Who does what and when?
Many roles…
38
…Create challenges
39
Roles - what should I do?
40
Identify roles needed to deliver the value stream
Build cross functional teams that work together closely
Carefully manage communications and hand-offs
Assign an owner to each value stream, a “Data Product Manager”
Understand each stakeholders' dependencies
The first way: improving flow
41
Understand your audience
Identify your value streams
Confirm roles and responsibilities
Manage and improve the flow of work
Managing the workflow
42
Managing and optimizing flow
43
Don’t boil the ocean
44
Work in small batches
and deliver quickly
Use KANBAN
45
The three measures that matter
46
Throughput – insights per day
Cost – cost per Insight
Cashflow – budget burndown rate
We are on our way…
47
Improve Flow
Create Feedback
Loops
Safety Culture
48
Greg Nash
Twitter: @dashboarddr
LinkedIn: “Power BI Unicorn”
You Tube: Dashboard Doctor
MENTORING | POWER BI ADOPTION
Adoption framework and mentoring
Casual analytics
Enterprise
grade analytics
can help you
get there
Like what you see?
To view the video recording and download the slide deck go
to https://senturus.com/resources/secrets-of-high-performing-
report-development-teams/
Visit our website to access our library of free BI knowledge
resources including events, blogs, demos, whitepapers, other
on-demand webinars and our dashboard gallery
https://senturus.com/senturus-resources/
50
The authority in
Business Intelligence
51
Exclusively focused on BI,
Senturus is unrivaled in its
expertise across the BI stack.
Decisions and actions
Business needs
Bridging the gap
52
Analysis-ready data
Full spectrum BI services
•Dashboards, reporting and visualizations
•Data preparation and modern data warehousing
•Hybrid BI environments (migrations, security, etc.)
•Software to enable bimodal BI and platform migrations
•BI support retainer (expertise on demand)
•Training and mentoring
53
A long, strong history of success
• 20+ years
• 1600+ clients
• 3000+ projects
54
Expand your
knowledge
55
Find more resources
on the Senturus website:
senturus.com/senturus-resources
Complete BI training
56
Instructor-led online courses Self-paced learning
Mentoring
Tailored group sessions
Additional resources
57
Insider viewpoints
Technical tips
Unbiased product reviews
Product demos Upcoming events
More on this subject
© 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc.
www.senturus.com 888 601 6010 info@senturus.com

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Secrets of High Performing Report Development Teams

  • 2. 2 Hundreds of resources Visit the Resource Library on the Senturus website to download this presentation and explore other assets: senturus.com/resources 2
  • 3. 3 3 Introductions Greg Nash MVP Data Platform | Principal Consultant Dear Watson Consulting (Australia) Michael Weinhauer Director Senturus, Inc.
  • 4. Agenda •Introductions •Power BI workflow •Know your audience •Value streams •Roles and responsibilities •Managing the flow •Senturus overview •Additional resources •Q&A 4
  • 5. Enjoy the full webinar presentation This slide deck is from the webinar Secrets of High Performing Report Development Teams To view the FREE video recording and download this deck, go to https://senturus.com/resources/secrets-of-high- performing-report-development-teams/ 5
  • 12. •How do the best performing analytics teams deliver high quality content, on time, every time? 12
  • 13. Solution: a new tool? 13
  • 16. Even across industries 16 Toyota Production System Lean / Six Sigma DevOps
  • 17. The solution – three ways 17 Improve Flow Create Feedback Loops Safety Culture
  • 18. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/secrets-of-high-performing- report-development-teams/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 18
  • 19. The first way: improving flow 19 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
  • 20. The first way: improving flow 20 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
  • 21. Understanding your audience 21 Learn what is valuable and what is not!
  • 22. Why analysts need to understand users 22
  • 23. Find out who your users are 23
  • 25. Audience – best practices 25 Engage regularly with stakeholders – learn their goals and challenges Create common understanding within the team of different user cohorts Create strong links between reports / data and user needs Prioritize valuable solutions during development
  • 26. The first way: improving flow 26 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
  • 27. Value streams Identifying how work flows through your system 27
  • 28. Gall’s law 28 “A complex system that works is invariably found to have evolved from a simple system that worked. A complex system designed from scratch never works and cannot be patched up to make it work. You have to start over, beginning with a working simple system.” - John Gall, The Systems Bible
  • 30. What is a value stream? 30 Aha! Ka-Ching!
  • 31. It doesn’t have to be complicated 31
  • 32. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/secrets-of-high-performing- report-development-teams/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 32
  • 33. Why value streams? 33 It will help build a common understanding of your systems of work It will help you maintain consistency across developers Help prevent passing issues downstream to the next step It will help you demonstrate your value to the business It makes it easier to estimate work Allows you to focus on optimisation steps instead of arguing about how it’s done
  • 34. Developing a value stream 34 …ETC
  • 35. Value stream best practices 35 Gather as many stakeholders as possible into a value stream design meeting List all the steps from concept to delivery – aha! to ka-ching! Estimate the timing of each step! It doesn’t have to be perfect Look for the bottleneck - Theory of Constraints The goal is to increase throughput of the system
  • 36. The first way: improving flow 36 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
  • 40. Roles - what should I do? 40 Identify roles needed to deliver the value stream Build cross functional teams that work together closely Carefully manage communications and hand-offs Assign an owner to each value stream, a “Data Product Manager” Understand each stakeholders' dependencies
  • 41. The first way: improving flow 41 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
  • 44. Don’t boil the ocean 44 Work in small batches and deliver quickly
  • 46. The three measures that matter 46 Throughput – insights per day Cost – cost per Insight Cashflow – budget burndown rate
  • 47. We are on our way… 47 Improve Flow Create Feedback Loops Safety Culture
  • 48. 48 Greg Nash Twitter: @dashboarddr LinkedIn: “Power BI Unicorn” You Tube: Dashboard Doctor MENTORING | POWER BI ADOPTION
  • 49. Adoption framework and mentoring Casual analytics Enterprise grade analytics can help you get there
  • 50. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/secrets-of-high-performing- report-development-teams/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 50
  • 51. The authority in Business Intelligence 51 Exclusively focused on BI, Senturus is unrivaled in its expertise across the BI stack.
  • 52. Decisions and actions Business needs Bridging the gap 52 Analysis-ready data
  • 53. Full spectrum BI services •Dashboards, reporting and visualizations •Data preparation and modern data warehousing •Hybrid BI environments (migrations, security, etc.) •Software to enable bimodal BI and platform migrations •BI support retainer (expertise on demand) •Training and mentoring 53
  • 54. A long, strong history of success • 20+ years • 1600+ clients • 3000+ projects 54
  • 55. Expand your knowledge 55 Find more resources on the Senturus website: senturus.com/senturus-resources
  • 56. Complete BI training 56 Instructor-led online courses Self-paced learning Mentoring Tailored group sessions
  • 57. Additional resources 57 Insider viewpoints Technical tips Unbiased product reviews Product demos Upcoming events More on this subject
  • 58. © 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc. www.senturus.com 888 601 6010 info@senturus.com

Editor's Notes

  1. The first question we usually get is “Can I get a copy of the presentation?” Absolutely! It’s available on Senturus.com. Select the Resources tab and then Resources Library. Or you can click the link that was just posted in the GoToWebinar Control panel. Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
  2. Joining us today is…..Greg Nash Greg Nash is a Senturus partner in Australia. He is principal consultant at Dear Watson Consulting, a Microsoft Data Platform MVP and Power BI user group leader based in Melbourne Australia. He has 20 years of experience in enterprise IT and more recently, he’s specializing in Microsoft  Power BI adoption, mentoring and development for organizations of all sizes.
  3. Today’s agenda. After a brief introduction of the speakers, we’ll get right into the topic. Stay on after the presentation when we will We’ll then share useful links, provide a quick overview of Senturus and let you know of upcoming events. We’ll wrap with a live Q&A.
  4. Thanks Michael, Welcome everybody OK so before we start talking about high performing teams, lets start out with the problems faced by modern data analysts. Lets take a look at an example… This is Jerry the analyst, he obviously has quite a bit on. It’s easy to see Jerry is busy because of all the paper piled up on his desk. As an analyst we can probably relate to Jerry’s predicament But in the modern workplace its not always easy to recognise the signs of an overwhelmed worker. Click * it might manifest as stress, Click * or unhappy customers.
  5. End Part ONE – Time check:
  6. The trap many organisations fall into is to buy a shiny new tool and expect it will solve all our problems, We often find that problem isn’t the tool at all. It’s our system of work and we see this all the time with organisations that adopt new bi tools and still fail to deliver value with their data and reporting.
  7. Although we will view talk today in the context of Power BI, these challenges are universal to all analytics tools.
  8. But the good news is that the solution is also universal and that the fundamental principals can be applied no matter which tool you own.
  9. The solution to these challenges has evolved over time, and across many industries, in the eighties Toyota set a new standard in manufacturing excellence with the Toyota Production System, This evolved into LEAN and SIX SIGMA process management methodologies, that were adopted across a number of industries for example banking and healthcare And more recently the same fundamental principals were used to revolutionise the development of applications through the DEVOPS movement.
  10. All of these major leaps forward in capability followed the same pattern that modern high performing BI teams are using to better manage their work These can be organised into 3 foundational areas. Flow, Feedback and Safety Culture – in DevOps they are referred to as the “Three ways” Flow is the management work and increase of throughput in the VALUE CHAIN Feedback is to do with sending information back up the value chain to improve quality Safety culture is about two things, 1. Safety of the systems – in other words making them robust and less prone to failure. 2. Psychological safety – which is cultivating an employee culture where it is safe to fail so that continuous learning can be achieved, effectively we seek to OUT LEARN our competition. I’d love to spend several hours talking to you about all three of these things! But, for today, let’s concentrate on what we can do RIGHT NOW. So today I want to focus on the first way… Improving FLOW
  11. As data people, we don’t just build spreadsheets or data warehouses any more Our product is INSIGHT Users are your lifeblood, ultimately, the users will decide whether they can glean insight from your BI system
  12. Know your audience: Power BI User Personas Executive - Needs Report Reader - Needs Content Creator - Basic - Needs Content Creator - Advanced (Citizen Developer) - Needs Data Viz / Data Analyst - Needs Data Scientist / Engineer -Needs Why do we want to do this? BI developers often don't engage with stakeholders and take time to really understand their needs By understanding some of our users needs we start to understand the value of what we build as analysts
  13. Know your audience: Power BI User Personas Executive - Needs Report Reader - Needs Content Creator - Basic - Needs Content Creator - Advanced (Citizen Developer) - Needs Data Viz / Data Analyst - Needs Data Scientist / Engineer -Needs Why do we want to do this? BI developers often don't engage with stakeholders and take time to really understand their needs By understanding some of our users needs we start to understand the value of what we build as analysts
  14. To manage work flow must make our work visible – its easy to see Jerry has a lot of work on because we can SEE IT. To understand the way work flows through our system we need to SEE the system working.
  15. First work out your simplest understanding of the process Add more stakeholders to the conversation to add their pieces in. Eventually you should have a reasonable representation of all the steps it takes to deliver an insight into your organisation – it could be hundreds of steps! Once you have the steps – guess the timing of each step – e.g. the security check takes 3 days on average to complete… bottlenecks will emerge, there are techniques for dealing with them. Different user cohort will either share values streams or need their own unique versions e.g. a exec / data scientist
  16. Communication Overhead Handoff Remote Work Silos No ownership over the stream
  17. Finally, with our work flow defined we can look at managing the flow. It is important to remember that we are responsible for an insight delivery machine, that machine needs maintenance, operators and monitoring to ensure we can keep it performant and on the road. There is a lot to be said but for now I’ll share with you the common best practices we see in high performing BI teams.
  18. Use KANBAN boards to make your work visible to the whole team, it will help you identify bottlenecks and SEE where the issues are
  19. And so we are on our way to high performing BI! With an understanding of the value streams and how work flows through them we are in a position to optimise the workflow and reduce error rates using feedback loops! I hope you will join me again when I discuss the topic of feedback loops and safety culture in the future.
  20. We can help your organization achieve enterprise grade analytics and enable efficient, widely adopted self-service. Contact us is you are interested in learning about the adoption framework.
  21. At Senturus we concentrate our expertise on business intelligence with a depth of knowledge across the entire BI stack.
  22. At Senturus, our clients know us for providing clarity from the chaos of complex business requirements, disparate data sources and constantly moving targets. We have made a name for ourselves because of our strength at bridging the gap between IT and business users. We deliver solutions that give you access to reliable, analysis-ready data across the organization so you can quickly and easily get answers at the point of impact: the Decisions you Make and Actions you Take.
  23. Our consultants are leading experts in the field of analytics, with years of pragmatic, real-world expertise and experience advancing the state-of-the-art. We’re so confident in our team and our methodology that we back our projects with a 100% money back guarantee that is unique in the industry.
  24. We have been focused exclusively on business intelligence for 20 years. We work across the spectrum from Fortune 500 to mid market, We solve business problems across many industries and function areas including in the office of finance, sales and marketing, manufacturing, operations, HR and IT Our team is large enough to meet all your business analytics needs yet small enough to provide personal attention.
  25. Senturus has 100s of free resources on our website, from webinars on all things BI, to our fabulous up-to-the-minute, easily consumable blogs.
  26. We provide training in the three top BI platforms. We are ideal for organizations running multiple platforms or those moving from one to another. We can provide training in many modes and can mix and match to suit your user community.
  27. Senturus provides 100s of free resources on our website. We have been committed to sharing our BI expertise for over a decade.