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© 2010 – 2016 eoda GmbH
Implementing R in old economy companies:
How to master the road to production
Oliver Bracht | Chie...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
About eoda
Interdisciplinary Te...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Core
Pioneer Requirement
Data S...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Data Science Lab
Guerilla Requi...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Core Data Science Lab
Requireme...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Core Data Science Lab
Requireme...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Core Data Science Lab
Requireme...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Core Data Science Lab
Pioneer R...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
The pioneer‘s road to productio...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
• Company is not using any Data...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Success factors
• Involve IT de...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Risks
• IT department raises di...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
• Use Case Evaluation
• Data Av...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Level 2: Proof of Concept
Succe...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Level 2: Proof of Concept
Risks...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Level 3: Production
• Implement...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Input
Level 3: Production
Busin...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Human /
Machine
Level 3: Produc...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Level 3: Production
Success Fac...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Versioning Failure controll
Dep...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Output
Technical Implementation...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Conclusion
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Statistics,
Methods
Domain-
kno...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Guerilla & Proof-of-Concept
Sta...
© 2010 – 2016 eoda GmbHwww.eoda.de
Introduction | Guerilla | Proof of Concept | Production
Statistics,
Methods
Domain-
kno...
© 2010 – 2016 eoda GmbH
@eodaGmbH
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Implementing R in the old economy

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In old economy companies, the introduction of R is typically a button-up process that follows a pattern of three major stages of maturity: At the first stage, guerrilla projects use R parallel to the "official" IT environment. The usage of R is often initiated by interns, student assistants or newly recruited graduates. At the second stage, when the results of the guerrilla projects attract the attention of business departments, R is used as analytic language in proof-of-concept projects. When the proof-of-concept has been successful, the outcome shall be transferred to the production system. At this stage R is being introduced “officially” to the IT environment. While the first and second level of maturity usually do not cause any major problems, the step to the third level is most crucial for the long term success of the implementation of R. This talk will focus on how to master the switch from proof-of-concept to production. It will show based on real world experiences typical road blocks as well as the most important success factors.

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Implementing R in the old economy

  1. 1. © 2010 – 2016 eoda GmbH Implementing R in old economy companies: How to master the road to production Oliver Bracht | Chief Data Scientist
  2. 2. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production About eoda Interdisciplinary Team Statisticians | Engineers | Economists | Sociologist | … Based in Kassel - Germany Data Science Consulting, Training, Support, Software and Analytic Services with a focus on R
  3. 3. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Core Pioneer Requirement Data Science Lab Introduction of R
  4. 4. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Data Science Lab Guerilla Requirement • Driver: • Root: • Data Sources: • Motivation: • Mindset: • Time-to-production: Core Already there Founder and Top-Management Center All available Corporate objective A natural thing Introduction of R
  5. 5. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Core Data Science Lab Requirement • Driver: • Root: • Data Sources: • Motivation: • Mindset: • Time-to-production: Requirement oriented Data Science LabReady when ready Management Top Sandbox Research Let‘s try Introduction of R
  6. 6. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Core Data Science Lab Requirement • Driver: • Root: • Data Sources: • Motivation: • Mindset: • Time-to-production: Requirement Short Business lines or management Top Production / Business Solving current business problems Reduce risk by planning / ROI Introduction of R
  7. 7. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Core Data Science Lab Requirement • Driver: • Root: • Data Sources: • Motivation: • Mindset: • Time-to-production: Core Business Pioneer Long Single Business unit(s) Bottom csv copies Pioneer‘s conviction Yes, we can Introduction of R
  8. 8. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Core Data Science Lab Pioneer Requirement New Economy Enterprises Old Economy Introduction of R
  9. 9. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production The pioneer‘s road to production Level 1: Guerilla Stakeholders: Data Science Level 2: Proof of Concept Stakeholders: Data Science + Business Level 3: Production Stakeholders: Data Science + Business + IT
  10. 10. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production • Company is not using any Data Science Tools so far - beside Excel • A single person or small group starts using R for certain tasks • Often interns or entrants • Software decision independent from the IT-department • Non strategic decision • Colleagues, supervisors and management are excited Level 1: Guerilla
  11. 11. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Success factors • Involve IT department as early as possible • Try to enlarge the internal Data Science Team • by training (internal, on-site, online) • by hiring • Get as soon as possible to the next level Level 1: Guerilla
  12. 12. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Risks • IT department raises difficulties • Getting lost in ad-hoc requests • Becoming everybody's problem solver Level 1: Guerilla
  13. 13. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production • Use Case Evaluation • Data Availability • Analytical Complexity • Business Value • Select the most promising use cases for implementation • Plan to accomplish more than one use case Level 2: Proof of Concept
  14. 14. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Level 2: Proof of Concept Success Factors • Make sure that implementation is principally possible • Have your target in mind, don't get lost in details • Involve business as much as possible • Don‘t scare business with statistical terms • Keep analytic approach and business demand in line
  15. 15. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Level 2: Proof of Concept Risks • Promising particular success • Sticking to your original ideas if they don‘t fit anymore • Showing preliminary results to business people • Investing too much energy in optimization and performance • Communication between Data Science and Business
  16. 16. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Level 3: Production • Implementing Proof-of-Concept approaches into Production • Shift from laboratory to automation • Shift from hacking to programming
  17. 17. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Input Level 3: Production Business Implementation Output Technical Implementation Analytic
  18. 18. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Human / Machine Level 3: Production Business Implementation Technical Implementation Analytic Human / Machine
  19. 19. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Level 3: Production Success Factors • Focus on software developers skills • Care much about performance • Put a first stable version on the live system before adding new features • Open a backlog for future improvements
  20. 20. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Versioning Failure controll Dependency Management Documentation Package Building Staging Testing Deployment Profiling Level 3: Production Sucess Factors
  21. 21. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Output Technical Implementation Analytic Level 3: Production Risks • Underestimation of effort for maintenance and bug fixing • Debugging is harder on Production systems • Appling code changes without tests on staging systems • „Unknown“ input
  22. 22. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Conclusion
  23. 23. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Statistics, Methods Domain- knowledge Data Science Software Development
  24. 24. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Guerilla & Proof-of-Concept Statistics, Methods Domain- knowledge Software Development
  25. 25. © 2010 – 2016 eoda GmbHwww.eoda.de Introduction | Guerilla | Proof of Concept | Production Statistics, Methods Domain- knowledge Production Software Development
  26. 26. © 2010 – 2016 eoda GmbH @eodaGmbH @eodaGmbH eodaGmbH blog.eoda.de eoda GmbH Universitätsplatz 12 34127 Kassel - Germany www.eoda.de/en info@eoda.de +49 561 202724-40 The Data Science Specialists.

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