foolproof business intelligence
DESCRIPTION
A comprehensive methodology to implement Business Intelligence within an organization.TRANSCRIPT
Fool Proof BI Delivery
Ross [email protected]
How Will We Build It?
How Will You Run It?
DELIVERY
• Requirements Definition• Planning & Design• Technology & Delivery• Build and Test• Ownership Handover
• Governance• Security• Management• Quality• Training
What Can We Give You?
What Do You Want?
DISCOVERY
• Background Knowledge• Competitor Solutions• Known Requirements• Vendor Solutions• Educational Workshops
• Strategic Vision• Corporate Plans• Systems Investigation• Data Analysis• Business Workshops
Fool Proof BI Delivery
What Can We Give You?
How Will We Build It?
How Will You Run It?
What Do You Want?
DISCOVERY DELIVERY
• Background Knowledge• Competitor Solutions• Known Requirements• Vendor Solutions• Educational Workshops
• Requirements Definition• Planning & Design• Technology & Delivery• Build and Test• Ownership Handover
• Governance• Security• Management• Quality• Training
• Strategic Vision• Corporate Plans• Systems Investigation• Data Analysis• Business Workshops
Fool Proof BI Delivery
Management
Consultant
ProjectManager
Fool Proof BI Delivery
BackgroundKnowledge
CompetitorSolutions
Known Requirements
VendorSolutions
Strategic Vision
CorporatePlans
SystemsInvestigation
DataAnalysis
What Do You Want?
What Can You Give Us?
EducationalWorkshops
BusinessWorkshops
Fool Proof BI Delivery
What Do You Want?
History, Skills & Experience Audit1. List of all previous BI projects with sponsors, champions, implementers, supporters, success/fail details, technologies.
2. List of all employees with qualifications, experience, skills or interests applicable to BI.
3. Merged table of technologies and vendors ranked by skill competency and cultural acceptance.
Rational:a. To avoid cultural or technical push or pull
to certain products or technologies.b. To provide the basis of a BI teamc. To identify potential blockers and
champions.
• Background Knowledge• Competitor Solutions• Known Requirements• Vendor Solutions• Educational Workshops
Fool Proof BI Delivery
DISCOVERY
Area Enterprise Department Individual
Business Analysis ITC 4
DBA ITCSales
21
Excel AccountsMarketing
Cognos 3
Hyperion
Oracle Current main databasetool
ITC 6
Business Objects 2002-2007Tool of Choice
TM1
Teradata
Datastage ITC 1
SQL Server ITC 1
Fool Proof BI Delivery
What Do You Want?
Market Research1. Information oobtained from vendors, the internet, business publications, former employees or just by calling the competitors and asking them!
2. Table of business areas with the most popular technologies and vendors.
Rational:a. Implementation and on going support
and management will be easier if peers use the same technology.
b. Staff who move from peer to peer will be familiar with the technology.
c. Avoidance of risk in implementation (its been done before).
d. Reduction of cultural “pushback” if the same technology is in use elsewhere.
• Background Knowledge• Competitor Solutions• Known Requirements• Vendor Solutions• Educational Workshops
Fool Proof BI Delivery
DISCOVERY
Area Competitor 1 Competitor 2 Competitor 3l
Sales Analyse Excel based Unknown Cognos
HR Reporting Peoplesoft Module Excel Cognos
Production Oracle DatabaseHyperion
Oracle Database Oracle Database
Finance Cognos Oracle Finance Business Objects
Obtained from vendors, the internet, business publications, former employees, or just by calling the competitor and asking them!
Fool Proof BI Delivery
What Do You Want?
DISCOVERY Project Scope and Requirements1. Review and discussion with sponsors and stakeholders (official and unofficial) of the project scope and requirements brief.
Rational:a. Many clients fail to fully articulate their
real requirements, and require assistance with scope and requirements facilitation.
b. The Sponsor frequently has no real knowledge of what the stakeholders really want.
c. Avoidance of misunderstanding and dispute later in the project.
• Background Knowledge• Competitor Solutions• Known Requirements• Vendor Solutions• Educational Workshops
Fool Proof BI Delivery
What Do You Want?
Market Research1. Investigation into vendors and suppliers
to rank on the basis of history, future, problems, support etc.
2. Reference site visits.3. Review of respected rankings and
reviews, e.g. Gartner.4. Review of vendor capabilities in the
subject area
Rational:a. Buying into a BI technology is a long term
costly investment. The vendors and the products have to be “future proof” (no takeovers or bankruptcy), the vendors has to be investing in the future of the technology and the product must be free of problems.
• Background Knowledge• Competitor Solutions• Known Requirements• Vendor Solutions• Educational Workshops
Fool Proof BI Delivery
DISCOVERY
Fool Proof BI Delivery
What Do You Want?
Enthusiasm and Ideas1. Workshops covering history of BI, What it can do, Some examples of Dashboards, Reports, Predictive Analytics, with handoutsAnd whitepapers.
2. Follow up interviews to discuss and capture opportunities and potential ideas.
Rational:a. Enthusiasm and “buy in” are essential to
the success of a BI project. Staff need to feel part of the project, and will have good ideas for the best benefit that can be derived from BI.
b. Irrespective of the Project Scope or Requirements Definition, the workshops and interviews will bring out the real need for BI.
• Background Knowledge• Competitor Solutions• Known Requirements• Vendor Solutions• Educational Workshops
DISCOVERY
Fool Proof BI Delivery
Strategic Vision Mapping1. A mapping table linking the Corporate Strategic Vision to the Business implementation of that Vision, and mapping it to the BI Enablement of that implementation.
Rational:a. Business Intelligence should be seen as an
enabler of the Corporate Vision.b. Vision Mapping provides guidance and
direction and prioritises effort.
What Can We Give You?• Strategic Vision• Corporate Plans• Systems Investigation• Data Analysis• Business Workshops
Fool Proof BI Delivery
DISCOVERY
1. Xxxxxxxxx2. Xxxxxxxxx3. Xxxxxxxxxx4. Xxxxxxxxxx5. Xxxxxxxxxx6. Xxxxxxxxxx7. xxxxxxxxxx
1. Xxxxxxxxx2. Xxxxxxxxx3. Xxxxxxxxxx4. Xxxxxxxxxx5. Xxxxxxxxxx6. Xxxxxxxxxx7. xxxxxxxxxx
STRATEGIC VISION
BUSINESSIMPLEMENTATION
BIENABLEMENT
1. Xxxxxxxxx2. Xxxxxxxxx3. Xxxxxxxxxx4. Xxxxxxxxxx5. Xxxxxxxxxx6. Xxxxxxxxxx7. xxxxxxxxxx
1. Increased customer retention
1. 12% reduction in customer churn within 5 years.
Note – If the Business implementation of the Strategic vision does not exist – you will have to do it as part of the project
Fool Proof BI Delivery
Strategic Planning
KPI's and Performance Management
P&L and Balance Sheet Analysis Reports
Balanced Scorecard
Financial and Management Reporting
Budgeting and Planning
Debtor Management & Planning
Cash Flow Forecasting
Assets & Asset Maintenance
Operational Analysis
Product Costing
Scenario Planning and Risk Analysis
Tax Planning and Analysis
Customer Gains & Losses
Compliance Reporting
Capacity Planning
Inventory Planning and Management
Headcount Analysis & Planning
Operational Cost Analysis
Asset & Depreciation Analysis
Activity Based Costing and Cost Models
Property Management
OH&S Incident Analysis and Costing
Team & Individual Performance Management
Project Analysis and Planning
Sales Analysis Feasibility Studies
Utilities Capacity Utilisation and Planning
Corporate roadmap1. A roadmap showing all major potential influences on the BI project, including planned system and organisational changes, and market and product changes..
Rational:a. Avoidance of risk of major changes
affecting decisions or delivery of the BI project.
b. Avoidance of potential competitor solutions or technologies arising during the project.
What Can We Give You?• Strategic Vision• Corporate Plans• Systems Investigation• Data Analysis• Business Workshops
Fool Proof BI Delivery
DISCOVERY
System and Organisational changes:
Market and Product changes:
2012
2013
2014
2015
New GL System Mainframe closeOffice 2010 New DW
Singapore OfficeProduct Release Plant Closures
CRM Change
EC2 Released to Market
Fool Proof BI Delivery
Systems Mapping1. A mapping table covering all data generated by the corporate systems, including content, owner, and management team.
Rational:a. A systems mapping table will identify
duplicate sources of data, data dependency trails, owners etc.
b. The map is created from analysis of existing plans and documents, but with confirmation via research and investigation. Nothing should be assumed until it has been proved.
What Can We Give You?• Strategic Vision• Corporate Plans• Systems Investigation• Data Analysis• Business Workshops
Fool Proof BI Delivery
DISCOVERY
System A System B System C
Customer details QLD, NSW only All pre 2004 2011 only
Sales Records All (aggregated only) VIC pre 2004 Granular 2011
Production Details QLD, NSW only VIC only 2011 only
Date Created 2004 2000 2010
Owner/Custodian J Doe Smart Pty Ltd Finance
Fool Proof BI Delivery
Data ReportA detailed data report covering:What: What data is available, what format, what content?When: Refresh times, dates, reloads, re-users?Quality: Error percentages, blank fields, exception reports?Validity: is the data valid for the intended purpose?Owner: Who claims ownership?Manager: Who manages the data on behalf of the owner?Access: How is access to the data achieved?Confidentiality: How confidential is the data?Security: What security classifications and procedures are in place?Structure: What structure or format is the data in?
What Can We Give You?• Strategic Vision• Corporate Plans• Systems Investigation• Data Analysis• Business Workshops
DISCOVERY
Fool Proof BI Delivery
Business Glossary1. A universally agreed and documented series of business definitions and measures and metrics obtained via focussed workshops.
Rational:a. No BI system can be implemented until all
business users achieve commonality in terms, measures and metrics. The easiest way of achieving this is via focused workshops.
What Can We Give You?• Strategic Vision• Corporate Plans• Systems Investigation• Data Analysis• Business Workshops
Fool Proof BI Delivery
DISCOVERY
Measure Defined Metrics
Customer A customer is any individual or group of individuals who enters into any form of communication with the enterprise with the intention of exchanging money for goods, services or advice.
Name, address, age, demographic group, sex, phone number.
Fool Proof BI Delivery
Background Knowledge
Competitor Solutions
Known Requirements
Vendor Solutions
Educational Workshops
Strategic Vision
Corporate Plans
Systems Investigation
Data Analysis
Business Workshops
RequirementsDefinition
Fool Proof BI Delivery
RequirementsDefinition
Planning&
Design
Technology& Delivery
MethodologyBuild &Test
Governance
Security
Management
Quality
How Will We Build It?
How Will You Run It?
OwnershipHandover
Training
Fool Proof BI Delivery
How Will We Build It?
DELIVERY
• Requirements Definition• Planning & Design• Technology & Delivery• Build and Test• Ownership Handover
Fool Proof BI Delivery
Requirements Contract1. An overlay of all of the work in the
Discovery phase, ranked and weighted to provide optimum value for money and cost effective business benefit, for the lowest risk of failure.
2. Agreed and signed off by all sponsors and stakeholders, as a contractual agreement.
Fool Proof BI Delivery
How Will We Build It?
DELIVERY
• Requirements Definition• Planning & Design• Technology & Delivery• Build and Test• Ownership Handover
Roadmap and Design1. A high level roadmap for the delivery
of the project.2. Cost predictions and estimates.3. A set of conceptual and logical data
maps, selected data sources, report subject areas, mapping tables, high level designs.
4. Dummy dashboards, reports and interfaces.
5. Fallback and alternate strategy plans.
Fool Proof BI Delivery
How Will We Build It?
DELIVERY
• Requirements Definition• Planning & Design• Technology & Delivery• Build and Test• Ownership Handover
Technology and Methodology 1. An evaluation of technologies, based
upon Phase 1 outcomes, pricing, suitability matrix and tender responses.
2. A purchasing cycle for any required technology.
3. A selected delivery methodology (Agile, waterfall etc.).
4. Infrastructure and Resource requirements requests.
Fool Proof BI Delivery
How Will We Build It?
DELIVERY
• Requirements Definition• Planning & Design• Technology & Delivery• Build and Test• Ownership Handover
1. Resource management and control, including contractors, vendors and internal staff.
2. Risk management, including risk workshops, risk identification, risk treatment planning.
3. Status reports and milestone reporting, communication plans and stakeholder updates.
4. Scope and cost control.5. Task planning, tracking, work
allocation and performance monitoring.
6. Test plans and ongoing testing.
Delivery Management
Fool Proof BI Delivery
How Will We Build It?
DELIVERY
• Requirements Definition• Planning & Design• Technology & Delivery• Build and Test• Ownership Handover
Handover1. User Acceptance testing2. User training3. Requirements tractability matrix
signoff.4. Pre production testing (stress, fail,
backup/restore etc.)5. Documentation of processes and
procedures.
Fool Proof BI Delivery
How Will You Run It?• Governance• Security• Management• Quality• Training
DELIVERY
Governance1. Ownership, control and direction2. Future strategic direction3. Data stewardship4. Compliance management5. Security enforcement6. Management supervision7. Information value management8. Risk management9. Solution promotion and protection10. Information exploitation11. Corporate value for money.
Fool Proof BI Delivery
How Will You Run It?• Governance• Security• Management• Quality• Training
DELIVERY
Security1. Physical security considerations.2. Server security considerations and
plans.3. Database security considerations and
plans.4. Application security considerations
and plans5. User security level matrix.6. New user approval process.7. On going security management
process8. Security testing and auditing plans.
Fool Proof BI Delivery
How Will You Run It?• Governance• Security• Management• Quality• Training
DELIVERY
System Management1. Management responsibilities defined.2. Management team identified and
trained. 3. System SLAs and Data Interface
Contracts established. 4. Backup and DR plans in place5. Master Data Management
implementation6. Metadata management7. Reusable solution management8. Data model propagation and control
Fool Proof BI Delivery
How Will You Run It?• Governance• Security• Management• Quality• Training
DELIVERY
Data Quality1. Data quality review processes2. Exception report action3. Data quality acceptability level
agreements4. Data quality audit processes5. Master Data Management
Fool Proof BI Delivery
How Will You Run It?• Governance• Security• Management• Quality• Training
DELIVERY
Training1. User training and manuals2. Power user training and familiarisation3. Support staff training (IT dept. etc.)4. External course training (vendors)5. Helpdesk training6. Organise internal skills dissemination7. Contact list and “actions on”8. Upgrade and maintenance training.
Iterative Loop
TypicalBI
Applications
Fool Proof BI Delivery
Fool Proof BI Delivery
?Doesn’t take placeUsually guessworkOften rumourProject Manager makes it up.
Doesn’t take placeMade up as they go alongProject Manager ignores itClient thinks they can do it later.
What Usually Happens……
What Can We Give You?
How Will We Build It?
How Will You Run It?
What Do You Want?
DISCOVERY DELIVERY
• Background Knowledge• Competitor Solutions• Known Requirements• Vendor Solutions• Educational Workshops
• Requirements Definition• Planning & Design• Technology & Delivery• Build and Test• Ownership Handover
• Governance• Security• Management• Quality• Training
• Strategic Vision• Corporate Plans• Systems Investigation• Data Analysis• Business Workshops
ProjectManager
Missing
Missing
Missing
Fool Proof BI Delivery
The reason for the appalling success rate for BI projects….
There is more than just building it….