Foolproof Business Intelligence

Fool Proof BI Delivery
Ross Hilton
Ross.hilton@uni.sydney.edu.au


DISCOVERY DELIVERY
What Do You Want? How Will We Build It?
•Background Knowledge • Requirements Definition
•Competitor Solutions • Planning & Design
•Known Requirements • Technology & Delivery
•Vendor Solutions •Build and Test
• Educational Workshops •Ownership Handover

What Can We Give You? How Will You Run It?
•Strategic Vision • Governance
•Corporate Plans • Security
•Systems Investigation •Management
•Data Analysis • Quality
• Business Workshops • Training


Known
Requirements
Competitor Vendor
Solutions Solutions

Background Educational
Knowledge Workshops
What Do You Want?

What Can You Give Us?
Strategic Business
Vision Workshops

Corporate Data
Plans Analysis
Systems
Investigation


DISCOVERY History, Skills &ExperienceAudit
1. List of all previous BI projects with
What Do You Want? sponsors, champions, implementers,
•Background Knowledge supporters, success/fail details, technologies.
•Competitor Solutions
•Known Requirements 2. List of all employees with qualifications,
•Vendor Solutions experience, skills or interests applicable to BI.
•Educational Workshops
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 team
c. To identify potential blockers and
champions.


Area Enterprise Department Individual

Business Analysis ITC 4

DBA ITC 2
Sales 1
Excel Accounts
Marketing
Cognos 3

Hyperion

Oracle Current main database ITC 6
tool
Business Objects 2002-2007
Tool of Choice
TM1

Teradata

Datastage ITC 1

SQL Server ITC 1


DISCOVERY Market Research
1. Information oobtained from vendors, the
What Do You Want? internet, business publications, former
•Background Knowledge employees or just by calling the competitors
•Competitor Solutions and asking them!
•Known Requirements
•Vendor Solutions 2. Table of business areas with the most
•Educational Workshops 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.


Area Competitor 1 Competitor 2 Competitor 3l

Sales Analyse Excel based Unknown Cognos

HR Reporting Peoplesoft Module Excel Cognos

Production Oracle Database Oracle Database Oracle Database
Hyperion
Finance Cognos Oracle Finance Business Objects

Obtained from vendors, the internet, business publications, former
employees, or just by calling the competitor and asking them!


DISCOVERY Project Scope and Requirements
1. Review and discussion with sponsors and
What Do You Want? stakeholders (official and unofficial) of the
•Background Knowledge project scope and requirements brief.
•Competitor Solutions
•Known Requirements Rational:
•Vendor Solutions a. Many clients fail to fully articulate their
•Educational Workshops 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.


DISCOVERY Market Research
1. Investigation into vendors and suppliers
What Do You Want? to rank on the basis of history, future,
•Background Knowledge problems, support etc.
•Competitor Solutions 2. Reference site visits.
•Known Requirements 3. Review of respected rankings and
•Vendor Solutions reviews, e.g. Gartner.
•Educational Workshops 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.


DISCOVERY Enthusiasm and Ideas
1. Workshops covering history of BI, What it
What Do You Want? can do, Some examples of Dashboards,
•Background Knowledge Reports, Predictive Analytics, with handouts
•Competitor Solutions And whitepapers.
•Known Requirements
•Vendor Solutions 2. Follow up interviews to discuss and capture
•Educational Workshops 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.


Strategic Vision Mapping
1. 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:
DISCOVERY a. Business Intelligence should be seen as an
enabler of the Corporate Vision.
What Can We Give You? b. Vision Mapping provides guidance and
•Strategic Vision direction and prioritises effort.
•Corporate Plans
•Systems Investigation
•Data Analysis
•Business Workshops

STRATEGIC BUSINESS BI
VISION IMPLEMENTATION ENABLEMENT

1. Xxxxxxxxx 1. Xxxxxxxxx 1. Xxxxxxxxx
2. Xxxxxxxxx 2. Xxxxxxxxx 2. Xxxxxxxxx
3. Xxxxxxxxxx 3. Xxxxxxxxxx 3. Xxxxxxxxxx
7. xxxxxxxxxx 7. xxxxxxxxxx 7. xxxxxxxxxx

1. Increased 1. 12% reduction
customer in customer
retention 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

Customer Gains
Strategic Planning Cash Flow Forecasting Product Costing
&Losses

KPI's and Performance Scenario Planning
Operational Analysis Capacity Planning
Management and Risk Analysis

P&L and Balance Inventory Planning Headcount Analysis
Sheet Analysis Reports & Planning Tax Planning and Analysis
and Management

Operational Cost OH&S Incident Compliance Reporting
Balanced Scorecard
Analysis Analysis and Costing

Financial and Activity Based Costing and Team &Individual Project Analysis
Management Reporting Cost Models Performance Management and Planning

Budgeting and Planning Asset & Sales Analysis Feasibility Studies
Depreciation Analysis

Debtor Management Assets & Asset
Utilities Capacity Property Management
& Planning Maintenance
Utilisation and Planning


Corporate roadmap
1. A roadmap showing all major potential
influences on the BI project, including
planned system and organisational changes,
and market and product changes..

Rational:
DISCOVERY a. Avoidance of risk of major changes
affecting decisions or delivery of the BI
What Can We Give You? project.
•Strategic Vision b. Avoidance of potential competitor
•Corporate Plans solutions or technologies arising during
•Systems Investigation the project.
•Data Analysis


System and Organisational changes:

Office 2010 New DW New GL System CRM Change Mainframe close

EC2 Released to Market Product Release Plant Closures Singapore Office
2012

2014
2013

2015
Market and Product changes:


Systems Mapping
1. 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
DISCOVERY dependency trails, owners etc.
b. The map is created from analysis of
What Can We Give You? existing plans and documents, but with
•Strategic Vision confirmation via research and
•Corporate Plans investigation. Nothing should be
•Systems Investigation assumed until it has been proved.
•Data Analysis


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


Data Report
A 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?
DISCOVERY Validity: is the data valid for the intended
purpose?
What Can We Give You? Owner: Who claims ownership?
•Strategic Vision Manager: Who manages the data on behalf of
•Corporate Plans the owner?
•Systems Investigation Access: How is access to the data achieved?
•Data Analysis Confidentiality: How confidential is the data?
•Business Workshops Security: What security classifications and
procedures are in place?
Structure: What structure or format is the
data in?


Business Glossary
1. A universally agreed and documented
series of business definitions and measures
and metrics obtained via focussed workshops.

Rational:
DISCOVERY a. No BI system can be implemented until all
business users achieve commonality in
What Can We Give You? terms, measures and metrics. The easiest
•Strategic Vision way of achieving this is via focused
•Corporate Plans workshops.
•Systems Investigation
•Data Analysis
• Business Workshops


Measure Defined Metrics

Customer A customer is any individual or Name, address, age,
group of individuals who enters demographic group, sex, phone
into any form of communication number.
with the enterprise with the
intention of exchanging money
for goods, services or advice.


Requirements
Definition


Technology
& Delivery
Planning Methodology
& Build &Test
Design

Requirements Ownership
Definition Handover

How Will We Build It?

How Will You Run It?

Governance Training

Security Quality
Management


DELIVERY
Requirements Contract How Will We Build It?
1. An overlay of all of the work in the •Requirements Definition
Discovery phase, ranked and • Planning & Design
weighted to provide optimum value • Technology & Delivery
•Build and Test
for money and cost effective business
•Ownership Handover
benefit, for the lowest risk of failure.

2. Agreed and signed off by all sponsors
and stakeholders, as a contractual
agreement.


DELIVERY
Roadmap and Design How Will We Build It?
1. A high level roadmap for the delivery • Requirements Definition
of the project. •Planning & Design
2. Cost predictions and estimates. • Technology & Delivery
3. A set of conceptual and logical data •Build and Test
maps, selected data sources, report
subject areas, mapping tables, high
level designs.
4. Dummy dashboards, reports and
interfaces.
5. Fallback and alternate strategy plans.


DELIVERY
Technology and Methodology How Will We Build It?
1. An evaluation of technologies, based • Requirements Definition
upon Phase 1 outcomes, pricing, • Planning & Design
suitability matrix and tender •Technology & Delivery
responses. •Build and Test
2. A purchasing cycle for any required
technology.
3. A selected delivery methodology
(Agile, waterfall etc.).
4. Infrastructure and Resource
requirements requests.


DELIVERY
Delivery Management How Will We Build It?
1. Resource management and control, • Requirements Definition
including contractors, vendors and • Planning & Design
internal staff. • Technology & Delivery
•Build and Test
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
Handover How Will We Build It?
1. User Acceptance testing • Requirements Definition
2. User training • Planning & Design
3. Requirements tractability matrix • Technology & Delivery
signoff. •Build and Test
4. Pre production testing (stress, fail,
backup/restore etc.)
5. Documentation of processes and
procedures.


Governance
1. Ownership, control and direction
2. Future strategic direction
3. Data stewardship
4. Compliance management
5. Security enforcement
6. Management supervision
7. Information value management
8. Risk management DELIVERY
9. Solution promotion and protection How Will You Run It?
10. Information exploitation •Governance
11. Corporate value for money. • Security
•Management
• Quality
• Training


Security
1. Physical security considerations.
2. Server security considerations and
plans.
3. Database security considerations and
plans.
4. Application security considerations
and plans
5. User security level matrix. DELIVERY
6. New user approval process. How Will You Run It?
7. On going security management • Governance
process • Security
8. Security testing and auditing plans. •Management
• Quality
• Training


System Management
1. Management responsibilities defined.
2. Management team identified and
trained.
3. System SLAs and Data Interface
Contracts established.
4. Backup and DR plans in place
5. Master Data Management
implementation DELIVERY
6. Metadata management How Will You Run It?
7. Reusable solution management • Governance
8. Data model propagation and control • Security
•Management
• Quality
• Training


Data Quality
1. Data quality review processes
2. Exception report action
3. Data quality acceptability level
agreements
4. Data quality audit processes
5. Master Data Management
DELIVERY
• Governance
• Security
•Management
•Quality
• Training


Training
1. User training and manuals
2. Power user training and familiarisation
3. Support staff training (IT dept. etc.)
4. External course training (vendors)
5. Helpdesk training
6. Organise internal skills dissemination
7. Contact list and “actions on”
8. Upgrade and maintenance training. DELIVERY
• Governance
• Security
•Management
• Quality
•Training


Iterative Loop

Typical
BI
Applications


What Usually Happens……

?
Doesn’t take place
Usually guesswork
Often rumour
Project Manager makes it up.

Doesn’t take place
Made up as they go along
Project Manager ignores it
Client thinks they can do it later.


The reason for the appalling success rate for BI projects….

DISCOVERY DELIVERY
What Do You Want? How Will We Build It?
•Background Knowledge • Requirements Definition
•Competitor Solutions • Planning & Design
•Known Requirements • Technology & Delivery
•Vendor Solutions •Build and Test
• Educational Workshops •Ownership Handover

What Can We Give You? How Will You Run It?
•Strategic Vision • Governance
•Corporate Plans • Security
•Systems Investigation •Management
•Data Analysis • Quality
• Business Workshops • Training

There is more than just building it….

Foolproof Business Intelligence

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