S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Breaking the Business Out of ExcelPresented by Mary Bolen & Caroline Wright
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
• Introductions
• State of the Business & Technology
• Step By Step Guide to Improving User Adoption
• Demonstration: Handing Over a Marketing Dashboard
• Q & A
Agenda
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
BI Consultant, CCG8 years experience with IBMIBM Certified Cognos Analytics Developer Speaker & Technical Blogger – follow my pulse on LinkedIn at:
• www.linkedin.com/in/marytbolen
Meet Your Speakers
MaryBolen
Marketing Manager, CCGIBM Cognos Analytics CertifiedCommunication Specialist responsible for all marketing campaign performance analyticsConnect with Caroline at:
• www.linkedin.com/in/carolinemwright
CarolineWright
Analytics empowering clients to see farther & go faster
BUSINESS INTELLIGENCE: It’s Who We Are and What We Do.
Business Value – Improve business processes via analytic solutionsVendor Agnostic – Data & analytics focus with leading technology expertisePartner Approach – Trusted advisor and evangelist, change cultures Our People are the Best – Experienced, passionate, professionals
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Organizational Challenges
• Who? Difficulty collaborating with departments
• What? Making sense of the business data
• When? Prioritizing reporting needs
• Where? Data in multiple places
• How? Inability to join data from different sources
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Marketing Challenges
• When? Need for fast information
• Where? Transparency in reporting
• How? Lack of technical skills
• What? Metrics aren’t always clear
• What now? Desire for prescriptive analytics
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Technological AdvancementsWhat are vendors like IBM doing to counteract these challenges?
• Single unified web experience• Intuitive and interactive interface• Easy access to data and combine data modules• Smarter self-service • Ability to instantly share findings with others• Enterprise scale on a trusted, governed platform
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
So how do we successfully hand off a dashboard to the business?
Here are 5 steps to help get you there…
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Step 1
Shadow business users to identify current reporting
processes
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Step 2
Data discovery session to identify
metrics & KPI’s
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Step 3
Develop a sample dashboard
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Step 4
Working session to develop a functioning dashboard together
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Step 5
Schedule routine check in sessions
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – Using IBM Cognos Analytics
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – IT Sample Dashboard for Review
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – Upload Your Data
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – Upload Your Data
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – New Dashboard Following Feedback
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – Select New Dashboard Layout
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – Bring In Your Data
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – Develop with Business Unit
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – Select Charts
*You can either select a chart that you know you want and bring in the data second or pull the metrics in first and Cognos will guess which type of chart you want based on the data, though you’ll have the option to change it later.
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Demo – Final Dashboard Built Together
S E E F A R T HER. G O F A S TER. 2502 North Rocky Point Dr. Suite 650 | Tampa, FL 33607 | O: 813.968.3238 | www.ccgBI.com
Review5 Steps for Improving User Adoption:
1. Shadow business users to identify current reporting processes
2. Data discovery session to identify metrics & KPI’s
3. Develop a sample dashboard
4. Working session to develop a functioning dashboard together
5. Schedule routine check in sessions
Thank you!
www.ccgBI.com
813.265.3239
LinkedIn.com/in/carolinemwright
@ccgbi
A copy of the recorded webinar and presentation will be emailed to you shortly. Please feel free to email any remaining questions to Caroline Wright at [email protected]