OpenSymmetry Breakout Session during the Callidus Customer Connections Conference in Las Vegas - May 2013. Presenter: Trevor Dunham, Director of Business Intelligence with OpenSymmetry

1. Business
Intelligence Maturity
#caldc3
Extending
the
intelligence
of
your
TrueComp
solu7on
into
ac7onable
insight.

2. #caldc3
THE
FUTURE
WILL
BE
INVENTED
THROUGH
INFORMED
RISK

3. BUSINESS
ANALYTICS
How
an
organiza8on
arrives
at
DECISIONS
INFORMED
BY
DATA

4. Data
Context
Crea8vity
Insight
The
raw
material
of
our
craJ
From Data to Insight
Specific
business
knowledge
Our
innate
ability
to
solve
problems

5. The Sweet Spot of Information Insight
#caldc3
Autonomous
Informa8on
Consumers
Informa8on
Producers
Controlled
Sta8c
Reports
Interac8ve
Reports
Ad-­‐Hoc
Query
Data
Dump
Data
Discovery
Business Analytics

6. Callidus TrueComp BI Capabilities
#caldc3
Crystal
Reports
WebIntelligence
Xcelsius
Repor8ng
Predictable
Ques8ons
Pixel
Perfect
Design
Consistently
Fast
Managed
Deployment
Ad-­‐Hoc
Drill
Through
Analysis
Unredictable
Ques8ons
Ease
of
Report
Design
Self-­‐Service
Authoring
Real-­‐Time
deployment
Interac8ve
Repor8ng
Advanced
Visualiza8on
High
Interac8vity
Clarity
of
Data
Drive
Strategic
Behaviors
What-­‐If
Modeling
Actuate

7. Highlight
Outliers
Provide
an
Alert
on
High
Calorie
Items
Provide
a
Comparison
of
Grocery
Categories
Graph
by
Category
Don’t
Ignore
Data
Problems
Deli
Packaged
Dairy
Produce

10. The BI Maturity Model
#caldc3
Basic:
• Minimal
&
non-­‐intui8ve
report
capabili8es
• Low
adop8on
• Unable
to
easily
handle
changes
• Significant
data
gaps
• Manual
processes
Tac7cal:
• Isolated
data/applica8on
• Broadening
adop8on
• Limited
self-­‐service
capabili8es
• Displays
data
created
by
processes
Analy7cal:
• Defined
metric
framework
• Business
objec8ves
drive
BI
direc8on
• Basic
scenario
modeling
• Integrated
processes
that
create
understanding
Strategic:
• Complex
Scenario
modeling;
Unique
visualiza8on
displays
• Integrated
data
sources
to
provide
360
view
• Ac8on-­‐oriented
and
process
centric
Opera8onal
Aware
Focused
Predic8ve

11. The BI Maturity Model
#caldc3
People
• Engagement
• Sa8sfac8on
• Leadership
• A`ract
and
Retain
Process
• Accessibility
• Flexibility
• Business
Opera8ons
• Strategy
• Financial
Impacts
• Organiza8onal
Alignment
Technology
• Features
• Capabili8es
• Data
Quality
• Data
Richness
• Technology
Strategy
Business
and
Informa8on
Technology

12. Actionable Steps to Insight
#caldc3
Next
Week
Complete
the
BI
Maturity
Assessment
Assess
the
gap
from
Current
State
to
Desired
State
Make
a
list
of
stakeholders
30
Day
Plan
Interview
a
variety
of
users
and
stakeholders
Start
asking
“Why”
to
develop
storyboards
Iden8fy
“rogue
reports”
Start
with
what
you
have
and
add
1
visual
element
to
draw
context
60
Day
Plan
Develop
a
simple
dashboard
with
2-­‐3
summary
metrics
across
reports
Provide
drill
to
detail
from
Dashboard
Develop
a
roadmap
for
con8nuous
BI
improvements

13. #caldc3