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Agile BI: How to Deliver More
Value Faster

1
About Perficient

Perficient is a leading information technology consulting firm serving clients
throughout North America.
We help clients implement business-driven technology solutions that integrate
business processes, improve worker productivity, increase customer loyalty and
create a more agile enterprise to better respond to new business opportunities.
2
Perficient Profile
•

Founded in 1997

•

Public, NASDAQ: PRFT

•

2012 revenue $327 million

•

Major market locations throughout North America
• Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver,
Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New York City, Northern
California, Philadelphia, Southern California, St. Louis, Toronto and Washington, D.C.

•

Global delivery centers in China, Europe and India

•

~2,000 colleagues

•

Dedicated solution practices

•

~85% repeat business rate

•

Alliance partnerships with major technology vendors

•

Multiple vendor/industry technology and growth awards
3
Our Solutions Expertise

Business Solutions

Technology Solutions

•
•
•
•
•
•
•

•
•
•
•
•
•
•
•
•
•

Business Intelligence
Business Process Management
Customer Experience and CRM
Enterprise Performance Management
Enterprise Resource Planning
Experience Design (XD)
Management Consulting

Business Integration/SOA
Cloud Services
Commerce
Content Management
Custom Application Development
Education
Information Management
Mobile Platforms
Platform Integration
Portal & Social

4
Our Speaker

Bill Busch
Sr. Solutions Architect, Enterprise Information Solutions, Perficient
•
•
•

•

Leads Perficient's enterprise data practice
Specializes in business-enabling BI solutions that enable the agile
enterprise
Responsible for executive data strategy, roadmap development, and
the delivery of high-impact solutions that enable organizations to
leverage enterprise data
Bill has over 15 years of experience in executive leadership, business
intelligence, data warehousing, data governance, master data
management, information/data architecture, and analytics

5
Objectives
• Reviewing challenges with BI as usual
• Defining Agile BI
• Agile BI attributes
• Wrap-up
• Question and answer

6
Challenges with BI As Usual
• Systems tend to be hard to
change
o Significant pre-planning
o Investment in change is high
o Design and build processes are
complex

• Business users are reliant on IT

• IT resources are limited, but
expectations are growing
o
o
o
o
o
o

More data sources
Bigger data
More complex data
Increased data velocity
More business units to service
Quicker time-to-value

o Add new data to the BI system
o New drill paths
o Creating content (think
dashboards and reports)
o Publishing content usually
requires IT interaction

7
What is Agile Business Intelligence?

IT Perspective

The utilization of agile
SDLC processes to
deliver BI content to
business users

Business
Perspective

The ability to leverage
information to make better
decisions at the speed of
business

“Nothing is more agile than a business user creating their own report.”
Claudia Imhoff
8
Agile BI System Attributes

Easily changed

Usable and extensible

Agile
Business
Intelligence
Systems

Jointly
governed
9
Agile BI System Attributes

Easily changed

Usable and extensible

Agile
Business
Intelligence
Systems

Jointly
governed
10
Easily Changed Systems

• Layered architecture
• “Early” access to data
• Architecture to support realities of new
breed of business-enabled tools
o Data discovery and analytical tools

• Minimize ETL and modeling in early
iterations

• Architecture aligned delivery process

11
Typical Layered Agile BI Architecture

Metadata

Data Discovery/
Visualization

Advanced Analytics

BI/OLAP/Reporting
/ Dashboards

Performance
Management

Data Access Services
Product

Location

Source
Systems

Customer
………

Master Data
Table
1
Table
2

ERP

Table
1
Table
2
.
.
.
Table
n

.
.
.
Table
n

Text, Files

Down
Stream Data
Feeds

Files/
Unstructured
Data

Unstructured
Data

Data Pool
Extraction &
Loading

Raw Data

Standardized
Data

Data Integration
(Views, ETL,
Stored Proc)

Data Warehouse
(Views Where
Possible)

Data Mart
(Views)
12
Data Pool Considerations
•

Primary access to minimally processed data
o

•

Modeling is not really required at this point, however, business
metadata collection is required.

Encourage power users to leverage the data utilizing a
meta-data centric data discovery tool
o
o

•

Excellent source of requirements
Helps prioritize what is truly important to the business

Define standard decision trees for common architectural
decisions (Think cookie cutter)
o

Focus minimizing the analysis required for moving move of data to
data pool

o

Storage options, Like compression, partitioning, maintaining raw data

o

Hadoop FS vs. Traditional DB
TOT_HRS RT_D_H EXT_CST
288
225
64800
440
165
72600
480
195
93600
480
145
69600

TOT_HRS RT_D_H EXT_CST
288
225
64800
440
165
72600
480
195
93600
480
145
69600

13
Iterate on Data Management

 Certify data, establish
complete meta data
including full source to
target lineage
 Enhance data in Data Pool
by standardizing values to
common business values
& master data
 Model new data
 Move data as is to Data
Pool
 Inventory data, establish
known business rules and
lineage to immediate source
 Publish data for business
content creator/ power users
in DD tools
 Incremental updates (no
more than daily)

 Move to more frequent
updates
 Enhance data with
business rules for data
substitution and adequacy

 Integrate like facts
 Publish integrated model
 Leverage enterprise
reporting and dashboards
(IT developed)
 Publish data in DD tools
 Implement robust data
governance

 Develop first aggregates
 Start initial data
stewardship

 Establish ownership at
department level

Iteration 1

Iteration 2

Iteration 3
14
Example Build-Out
Mobile Access
Data Discovery
Data Access Views

Table 1

Table 2
Social Data
.
.
.
ERP
Table n

Operational

File System

Unstructured
Data
Source
Systems

Extraction &
Loading

Data Pool
15
Example Build-Out
Portal and Mobile Access
Data Discovery
Data Access Views

Customer

Sales Hierarchy

Calendar

Geography

Product

Common Tables

Table 1

Table 2
Social Data
.
.
.

Master Data Hub

ERP
Table n

Operational

File System

Unstructured
Data
Source
Systems

Extraction &
Loading

Data Pool

Integration
Layer (Stored
Proc and Views)
16
Example Build-Out
Portal and Mobile Access
Data Discovery

| Analytical Tools

|

Traditional BI

Data Access Views

Customer

Sales Hierarchy

Calendar

Geography

Product

Common Tables

Table 1

Table 2
Social Data
.
.
.

Master Data Hub

ERP
Table n

Operational

File System
Data Warehouse/
Data Marts

Unstructured
Data
Source
Systems

Extraction &
Loading

Data Pool

Integration
Layer (Stored
Proc and Views)
17
Agile BI System Attributes
Usable and extensible

Easily changed

Agile
Business
Intelligence
Systems

Jointly
governed
18
Usable and Extensible Systems

Business Enablement Provided by Non-Traditional BI Tools
Repeat as Necessary

Quantify The
Problem

Determine/
Modify
Strategy

Find & Locate
Information

Source &
Prepare
Information

Construct &
Perform
Analysis

Format /
Interpret
Analysis

Determine
Monitoring
Strategy

Find & Locate
Information

Source &
Prepare
Information

Create and
Publish BI
Content

Determine
Ongoing Need
& Value

Share
Conclusions

Traditional BI

IT Creates
Enterprise BI
Content

Traditional BI

19
Traditional BI and Data Discovery

Traditional
Business
Intelligence
•
•

Data
Discovery

Drives Need for

•

Proven Answers to
Known Questions
High-Value Reporting

•

Fast Answers To
New Questions
Early/Short-term
Reporting

Specifies new KPIs and BI
Content for

20
Agile BI System Attributes

Easily changed

Usable and extensible

Agile
Business
Intelligence
Systems

Jointly
governed
21
Governing the Agile BI Environment
•

Both IT and Business Users are Providing Value in
an Agile BI Environment
o Must share governance
o Must share responsibility

•

Develop two-tier support system – Content creators
must support end-users

•

Data Quality is a business decision – define options
and let business choose their investment level

•

SDLC’s need to be tailored to enable BI systems to
deliver value quickly
o Push as much into BAU processes
o Factory type delivery for data
o Agile processes for BI content

•

Establish a BI/Analytics COE focused on driving
adoption/usage and data access

•

Develop a BI scorecard of what is important to the
business
22
Wrapping Up

• Well managed BI environments
that enable business agility, just
do not happen!
• They require an overall strategic
approach that coordinates people
process, and technology.
• Develop your BI strategy with the
overall vision to enable Agile BI

• Remain business focused let the
business choose what they want
to fund

23
Questions?

24
Daily unique insights
on content
management, user
experience, portals
and other enterprise
information technology
solutions across a
variety of industries.

Perficient.com/SocialMedia
Facebook.com/Perficient
Twitter.com/Perficient
http://blogs.perficient.com/bus
inessintelligence/

25
Thank you for your time
and attention today.
Please visit us at Perficient.com

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Agile BI: How to Deliver More Value in Less Time

  • 1. Agile BI: How to Deliver More Value Faster 1
  • 2. About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities. 2
  • 3. Perficient Profile • Founded in 1997 • Public, NASDAQ: PRFT • 2012 revenue $327 million • Major market locations throughout North America • Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New York City, Northern California, Philadelphia, Southern California, St. Louis, Toronto and Washington, D.C. • Global delivery centers in China, Europe and India • ~2,000 colleagues • Dedicated solution practices • ~85% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards 3
  • 4. Our Solutions Expertise Business Solutions Technology Solutions • • • • • • • • • • • • • • • • • Business Intelligence Business Process Management Customer Experience and CRM Enterprise Performance Management Enterprise Resource Planning Experience Design (XD) Management Consulting Business Integration/SOA Cloud Services Commerce Content Management Custom Application Development Education Information Management Mobile Platforms Platform Integration Portal & Social 4
  • 5. Our Speaker Bill Busch Sr. Solutions Architect, Enterprise Information Solutions, Perficient • • • • Leads Perficient's enterprise data practice Specializes in business-enabling BI solutions that enable the agile enterprise Responsible for executive data strategy, roadmap development, and the delivery of high-impact solutions that enable organizations to leverage enterprise data Bill has over 15 years of experience in executive leadership, business intelligence, data warehousing, data governance, master data management, information/data architecture, and analytics 5
  • 6. Objectives • Reviewing challenges with BI as usual • Defining Agile BI • Agile BI attributes • Wrap-up • Question and answer 6
  • 7. Challenges with BI As Usual • Systems tend to be hard to change o Significant pre-planning o Investment in change is high o Design and build processes are complex • Business users are reliant on IT • IT resources are limited, but expectations are growing o o o o o o More data sources Bigger data More complex data Increased data velocity More business units to service Quicker time-to-value o Add new data to the BI system o New drill paths o Creating content (think dashboards and reports) o Publishing content usually requires IT interaction 7
  • 8. What is Agile Business Intelligence? IT Perspective The utilization of agile SDLC processes to deliver BI content to business users Business Perspective The ability to leverage information to make better decisions at the speed of business “Nothing is more agile than a business user creating their own report.” Claudia Imhoff 8
  • 9. Agile BI System Attributes Easily changed Usable and extensible Agile Business Intelligence Systems Jointly governed 9
  • 10. Agile BI System Attributes Easily changed Usable and extensible Agile Business Intelligence Systems Jointly governed 10
  • 11. Easily Changed Systems • Layered architecture • “Early” access to data • Architecture to support realities of new breed of business-enabled tools o Data discovery and analytical tools • Minimize ETL and modeling in early iterations • Architecture aligned delivery process 11
  • 12. Typical Layered Agile BI Architecture Metadata Data Discovery/ Visualization Advanced Analytics BI/OLAP/Reporting / Dashboards Performance Management Data Access Services Product Location Source Systems Customer ……… Master Data Table 1 Table 2 ERP Table 1 Table 2 . . . Table n . . . Table n Text, Files Down Stream Data Feeds Files/ Unstructured Data Unstructured Data Data Pool Extraction & Loading Raw Data Standardized Data Data Integration (Views, ETL, Stored Proc) Data Warehouse (Views Where Possible) Data Mart (Views) 12
  • 13. Data Pool Considerations • Primary access to minimally processed data o • Modeling is not really required at this point, however, business metadata collection is required. Encourage power users to leverage the data utilizing a meta-data centric data discovery tool o o • Excellent source of requirements Helps prioritize what is truly important to the business Define standard decision trees for common architectural decisions (Think cookie cutter) o Focus minimizing the analysis required for moving move of data to data pool o Storage options, Like compression, partitioning, maintaining raw data o Hadoop FS vs. Traditional DB TOT_HRS RT_D_H EXT_CST 288 225 64800 440 165 72600 480 195 93600 480 145 69600 TOT_HRS RT_D_H EXT_CST 288 225 64800 440 165 72600 480 195 93600 480 145 69600 13
  • 14. Iterate on Data Management  Certify data, establish complete meta data including full source to target lineage  Enhance data in Data Pool by standardizing values to common business values & master data  Model new data  Move data as is to Data Pool  Inventory data, establish known business rules and lineage to immediate source  Publish data for business content creator/ power users in DD tools  Incremental updates (no more than daily)  Move to more frequent updates  Enhance data with business rules for data substitution and adequacy  Integrate like facts  Publish integrated model  Leverage enterprise reporting and dashboards (IT developed)  Publish data in DD tools  Implement robust data governance  Develop first aggregates  Start initial data stewardship  Establish ownership at department level Iteration 1 Iteration 2 Iteration 3 14
  • 15. Example Build-Out Mobile Access Data Discovery Data Access Views Table 1 Table 2 Social Data . . . ERP Table n Operational File System Unstructured Data Source Systems Extraction & Loading Data Pool 15
  • 16. Example Build-Out Portal and Mobile Access Data Discovery Data Access Views Customer Sales Hierarchy Calendar Geography Product Common Tables Table 1 Table 2 Social Data . . . Master Data Hub ERP Table n Operational File System Unstructured Data Source Systems Extraction & Loading Data Pool Integration Layer (Stored Proc and Views) 16
  • 17. Example Build-Out Portal and Mobile Access Data Discovery | Analytical Tools | Traditional BI Data Access Views Customer Sales Hierarchy Calendar Geography Product Common Tables Table 1 Table 2 Social Data . . . Master Data Hub ERP Table n Operational File System Data Warehouse/ Data Marts Unstructured Data Source Systems Extraction & Loading Data Pool Integration Layer (Stored Proc and Views) 17
  • 18. Agile BI System Attributes Usable and extensible Easily changed Agile Business Intelligence Systems Jointly governed 18
  • 19. Usable and Extensible Systems Business Enablement Provided by Non-Traditional BI Tools Repeat as Necessary Quantify The Problem Determine/ Modify Strategy Find & Locate Information Source & Prepare Information Construct & Perform Analysis Format / Interpret Analysis Determine Monitoring Strategy Find & Locate Information Source & Prepare Information Create and Publish BI Content Determine Ongoing Need & Value Share Conclusions Traditional BI IT Creates Enterprise BI Content Traditional BI 19
  • 20. Traditional BI and Data Discovery Traditional Business Intelligence • • Data Discovery Drives Need for • Proven Answers to Known Questions High-Value Reporting • Fast Answers To New Questions Early/Short-term Reporting Specifies new KPIs and BI Content for 20
  • 21. Agile BI System Attributes Easily changed Usable and extensible Agile Business Intelligence Systems Jointly governed 21
  • 22. Governing the Agile BI Environment • Both IT and Business Users are Providing Value in an Agile BI Environment o Must share governance o Must share responsibility • Develop two-tier support system – Content creators must support end-users • Data Quality is a business decision – define options and let business choose their investment level • SDLC’s need to be tailored to enable BI systems to deliver value quickly o Push as much into BAU processes o Factory type delivery for data o Agile processes for BI content • Establish a BI/Analytics COE focused on driving adoption/usage and data access • Develop a BI scorecard of what is important to the business 22
  • 23. Wrapping Up • Well managed BI environments that enable business agility, just do not happen! • They require an overall strategic approach that coordinates people process, and technology. • Develop your BI strategy with the overall vision to enable Agile BI • Remain business focused let the business choose what they want to fund 23
  • 25. Daily unique insights on content management, user experience, portals and other enterprise information technology solutions across a variety of industries. Perficient.com/SocialMedia Facebook.com/Perficient Twitter.com/Perficient http://blogs.perficient.com/bus inessintelligence/ 25
  • 26. Thank you for your time and attention today. Please visit us at Perficient.com