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Part of the
BI Demystified Series
Agile BI Demystified
July 11, 2013
www.Senturus.com
Helping Companies Learn From the Past, Manage the Present
and Shape the Future
This slide deck is part of a recorded webinar.
To view the FREE recording of this entire presentation and
download the slide deck, go to
www.senturus.com
The Senturus library has over 90 other recorded webinars, whitepapers, and
demonstrations on assorted business intelligence topics which may interest you.
Go to the recorded resources
Agenda
• Introduction
• What is Agile & Why?
• Why Agile BI (vs. traditional approaches)?
• Modelstorming
• BEAM
• More Resources & Next Steps
• Q&A
Who is Senturus ?
• Consulting firm specializing in Corporate Performance
Management
– Business Intelligence
• Predictive Analytics
– Tools of the Office of Finance
• Enterprise planning & budgeting
– San Francisco Business Times Hall of Fame -- Four
consecutive years in Fast 100 list of fastest-growing private
companies in the Bay Area
• Experience
– 13-year focus on performance management
– More than 1,200 projects for 650+ clients
• People
– Business depth combined with technical expertise. Former
CFOs, CIOs, Controllers, Directors...
– DBAs with MBAs
www.Senturus.com 888.601.6010 info@senturus.com
Critical Success Factors Parts of the
BI Demystified Series
• Architectures & Data Transformation
• BI Tools
• Methodologies & Techniques
• People & Processes
Critical Success Factors Parts of the
BI Demystified Series
• Architectures & Data Transformation
• BI Tools
• Methodologies & Techniques
• Dimensional Modeling & DataWarehouse Design
• People & Processes
Why wait 18 months for the
software you don’t want…
— anon!
when you can have the software
you don’t want in 28 days…
— anon!
This slide deck is part of a recorded webinar.
To view the FREE recording of this entire presentation and
download the slide deck, go to
www.senturus.com
The Senturus library has over 90 other recorded webinars, whitepapers, and
demonstrations on assorted business intelligence topics which may interest you.
Go to the recorded resources
agile (adjective)
able to move quickly and easily
active; lively
mentally quick or acute
The Agile Manifesto !
•We are uncovering better ways of developing software by doing it and helping others
do it.
Through this work we have come to value:
• Individuals and interactions over processes and tools
•Working software over comprehensive documentation
• Customer collaboration over contract negotiation
• Responding to change over following a plan
•That is, while there is value in the items on the right, we value the items on the left
more.
12 Principles of Agile Software Development!
1. Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.
2. Welcome changing requirements, even late in development.Agile processes harness change for the customer's
competitive advantage.
3. Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the shorter
time scale.
4. Business people and developers must work together daily throughout the project.
5. Build projects around motivated individuals. Give them the environment and support they need, and trust them to get
the job done.
6. The most efficient and effective method of conveying information to and within a development team is face-to-face
conversation.
7. Working software is the primary measure of progress.
8. Agile processes promote sustainable development.The sponsors, developers, and users should be able to maintain a
constant pace indefinitely.
9. Continuous attention to technical excellence and good design enhances agility.
10. Simplicity - the art of maximizing the amount of work not done - is essential.
11. The best architectures, requirements, and designs emerge from self-organizing teams.
12. At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly.
12 Principles of Agile Software Development!
1. Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.
2. Welcome changing requirements,even late in development.Agile processes harness change for the customer's
competitive advantage.
3. Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the
shorter time scale.
4. Business people and developers must work together daily throughout the project.
5. Build projects around motivated individuals. Give them the environment and support they need, and trust them to get
the job done.
6. The most efficient and effective method of conveying information to and within a development team is face-to-face
conversation.
7. Working software is the primary measure of progress.
8. Agile processes promote sustainable development.The sponsors, developers, and users should be able to maintain a
constant pace indefinitely.
9. Continuous attention to technical excellence and good design enhances agility.
10. Simplicity - the art of maximizing the amount of work not done - is essential.
11. The best architectures, requirements, and designs emerge from self-organizing teams.
12. At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly.
Report-Driven Analysis!
BI Stakeholders!
Data
Modeler
BI Stakeholders!
Business
Analyst!
Interview notes!
Data Models!
Report Specifications!
Database Schemas!
BI Stakeholders! Requirement Document
Why Model with BI Stakeholders?!
• Identify the significant business events worth measuring
Scope and Prioritisation
• Discover how business events are described
Dimensions
• Determine how they are measured
Measures, Hierarchies, Comparisons, KPIs
• Unearth budgets, forecasts, targets and other user-controlled data sources
Extra data, Common summarization levels: Physical Optimization
• Create business ownership and pride in the DW design
This slide deck is part of a recorded webinar.
To view the FREE recording of this entire presentation and
download the slide deck, go to
www.senturus.com
The Senturus library has over 90 other recorded webinars, whitepapers, and
demonstrations on assorted business intelligence topics which may interest you.
Go to the recorded resources
!Techniques andTerminology
• Scrum - Project Management
• ScrumMaster, Product Owner, Daily Scrum, Sprint, Product Backlog, Sprint Backlog,
Burndown Chart
• Extreme Programming (XP) - Software Engineering
• User Stories, Daily Stand-Up, Iteration, On-Site Customer, Pair Programming,
Test-Driven Development (TDD), Continuous Integration
User Stories
User Stories Usage Requirements
Data Stories
Data Stories Data Requirements
Modelstorming: Modeling + Brainstormin
DataDevelopers
Modeler
BI Stakeholders
CALENDAR
Date Key
Date
Day
Day in Week
Day in Month
Day in Qtr
Day in Year
Month
Qtr
Year
Weekday Flag
Holiday Flag
STORE
Store Key
Store Code
Store Name
URL
Store Manager
Region
Country
PRODUCT
Product Key
Product Code
Product Description
Product Type
SALES FACT Brand
Subcategory
Date Key Category
Product Key
Store Key
Promotion Key
Quantity Sold
Revenue
Cost
Basket Count
PROMOTION
Promotion Key
Promotion Code
Promotion Name
Promotion Type
Discount Type
Ad Type
This slide deck is part of a recorded webinar.
To view the FREE recording of this entire presentation and
download the slide deck, go to
www.senturus.com
The Senturus library has over 90 other recorded webinars, whitepapers, and
demonstrations on assorted business intelligence topics which may interest you.
Go to the recorded resources
NoSQL
Not only
SQL
NoERD
Not only
Entity Relationship
Diagrams
R. K.
I keep six honest serving-men
(They taught me all I knew);
Their names are What and Why and When
And How and Where and Who…
— Rudyard Kipling
The Elephants Child
This slide deck is part of a recorded webinar.
To view the FREE recording of this entire presentation and
download the slide deck, go to
www.senturus.com
The Senturus library has over 90 other recorded webinars, whitepapers, and
demonstrations on assorted business intelligence topics which may interest you.
Go to the recorded resources
BEAM How!
Many
Business Event Analysis & Modeling
NoERD
This slide deck is part of a recorded webinar.
To view the FREE recording of this entire presentation and
download the slide deck, go to
www.senturus.com
The Senturus library has over 90 other recorded webinars, whitepapers, and
demonstrations on assorted business intelligence topics which may interest you.
Go to the recorded resources
This slide deck is part of a recorded webinar.
To view the FREE recording of this entire presentation and
download the slide deck, go to
www.senturus.com
The Senturus library has over 90 other recorded webinars, whitepapers, and
demonstrations on assorted business intelligence topics which may interest you.
Go to the recorded resources
Completed EventTable
When
Date/Month/Period
Time
How
Transaction Type/Method
Event/Fact
Who
Customer
Employee/Organisation
Location/Store/Hospital Promotion/Reason Product/Service
Where Why What
The BI Model Canvas
Title, Author(s), Date/Version!
When How Who
When does it happen?! How does it happen?! Who does what? How do we organize them?!
How do we know it happened?! How do they change? Who else is involved?!
Date! How do we uniquely identify a fact/event?!
Time! Customer: Business, Consumer, Segment!
Time Zone! Activity, Process, Event! Employee!
Period! Effect, Outcome! Supplier!
Timeline: Milestones! Transaction Type! Partner!
Transaction # [Degenerate Dimension]! Third Party!
Step #!
[Granularity, Event Type: Discrete, Evolving, or Recurring]!
How Many
How many/much is involved? How long doe it take?!
Revenues!
Costs!
Quantities, Balances!
Activity/Status Counts!
Durations!
[UoM, Fact Type: Fully Additive, Semi-Additive, Non-Additive]!
Where What
Where does it happen? Where doe it refer to?! What is involved/used? How are they organised?!
How do they change? !
Location!
Branch, Store, Facility, Channel! Value Proposition!
URL! Product!
Map: Start, Previous, Current, Next, Last! Service!
Resource!
Why
Why does it happen? Can it be different? If so, why?!
Cause, Reason!
Promotion, Deal!
Agile Data Warehouse Design: www.modelstorming.com Inspired by The Business Model Canvas (www.businessmodelgeneration.com/canvas), this work is licensed
under a Creative Commons Attribution-ShareAlike 3.0 Unported License. 2012, Lawrence Corr!
This slide deck is part of a recorded webinar.
To view the FREE recording of this entire presentation and
download the slide deck, go to
www.senturus.com
The Senturus library has over 90 other recorded webinars, whitepapers, and
demonstrations on assorted business intelligence topics which may interest you.
Go to the recorded resources
www.senturus.com
888-601-6010
info@senturus.com
Copyright 2013 by Senturus, Inc. This entire presentation is copyrighted and may not be
reused or distributed without the written consent of Senturus, Inc.
Helping Companies Learn From the Past, Manage the
Present and Shape the Future
82

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Agile BI Demystified

  • 1. Part of the BI Demystified Series Agile BI Demystified July 11, 2013 www.Senturus.com Helping Companies Learn From the Past, Manage the Present and Shape the Future
  • 2. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  • 3. Agenda • Introduction • What is Agile & Why? • Why Agile BI (vs. traditional approaches)? • Modelstorming • BEAM • More Resources & Next Steps • Q&A
  • 4.
  • 5. Who is Senturus ? • Consulting firm specializing in Corporate Performance Management – Business Intelligence • Predictive Analytics – Tools of the Office of Finance • Enterprise planning & budgeting – San Francisco Business Times Hall of Fame -- Four consecutive years in Fast 100 list of fastest-growing private companies in the Bay Area • Experience – 13-year focus on performance management – More than 1,200 projects for 650+ clients • People – Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors... – DBAs with MBAs www.Senturus.com 888.601.6010 info@senturus.com
  • 6.
  • 7. Critical Success Factors Parts of the BI Demystified Series • Architectures & Data Transformation • BI Tools • Methodologies & Techniques • People & Processes
  • 8. Critical Success Factors Parts of the BI Demystified Series • Architectures & Data Transformation • BI Tools • Methodologies & Techniques • Dimensional Modeling & DataWarehouse Design • People & Processes
  • 9.
  • 10.
  • 11. Why wait 18 months for the software you don’t want… — anon!
  • 12. when you can have the software you don’t want in 28 days… — anon!
  • 13. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  • 14.
  • 15. agile (adjective) able to move quickly and easily active; lively mentally quick or acute
  • 16. The Agile Manifesto ! •We are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value: • Individuals and interactions over processes and tools •Working software over comprehensive documentation • Customer collaboration over contract negotiation • Responding to change over following a plan •That is, while there is value in the items on the right, we value the items on the left more.
  • 17. 12 Principles of Agile Software Development! 1. Our highest priority is to satisfy the customer through early and continuous delivery of valuable software. 2. Welcome changing requirements, even late in development.Agile processes harness change for the customer's competitive advantage. 3. Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the shorter time scale. 4. Business people and developers must work together daily throughout the project. 5. Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done. 6. The most efficient and effective method of conveying information to and within a development team is face-to-face conversation. 7. Working software is the primary measure of progress. 8. Agile processes promote sustainable development.The sponsors, developers, and users should be able to maintain a constant pace indefinitely. 9. Continuous attention to technical excellence and good design enhances agility. 10. Simplicity - the art of maximizing the amount of work not done - is essential. 11. The best architectures, requirements, and designs emerge from self-organizing teams. 12. At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly.
  • 18. 12 Principles of Agile Software Development! 1. Our highest priority is to satisfy the customer through early and continuous delivery of valuable software. 2. Welcome changing requirements,even late in development.Agile processes harness change for the customer's competitive advantage. 3. Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the shorter time scale. 4. Business people and developers must work together daily throughout the project. 5. Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done. 6. The most efficient and effective method of conveying information to and within a development team is face-to-face conversation. 7. Working software is the primary measure of progress. 8. Agile processes promote sustainable development.The sponsors, developers, and users should be able to maintain a constant pace indefinitely. 9. Continuous attention to technical excellence and good design enhances agility. 10. Simplicity - the art of maximizing the amount of work not done - is essential. 11. The best architectures, requirements, and designs emerge from self-organizing teams. 12. At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25. Report-Driven Analysis! BI Stakeholders! Data Modeler BI Stakeholders! Business Analyst! Interview notes! Data Models! Report Specifications! Database Schemas! BI Stakeholders! Requirement Document
  • 26.
  • 27. Why Model with BI Stakeholders?! • Identify the significant business events worth measuring Scope and Prioritisation • Discover how business events are described Dimensions • Determine how they are measured Measures, Hierarchies, Comparisons, KPIs • Unearth budgets, forecasts, targets and other user-controlled data sources Extra data, Common summarization levels: Physical Optimization • Create business ownership and pride in the DW design
  • 28. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  • 29.
  • 30. !Techniques andTerminology • Scrum - Project Management • ScrumMaster, Product Owner, Daily Scrum, Sprint, Product Backlog, Sprint Backlog, Burndown Chart • Extreme Programming (XP) - Software Engineering • User Stories, Daily Stand-Up, Iteration, On-Site Customer, Pair Programming, Test-Driven Development (TDD), Continuous Integration
  • 32. User Stories Usage Requirements
  • 34. Data Stories Data Requirements
  • 35.
  • 36.
  • 37.
  • 38. Modelstorming: Modeling + Brainstormin DataDevelopers Modeler BI Stakeholders
  • 39.
  • 40.
  • 41. CALENDAR Date Key Date Day Day in Week Day in Month Day in Qtr Day in Year Month Qtr Year Weekday Flag Holiday Flag STORE Store Key Store Code Store Name URL Store Manager Region Country PRODUCT Product Key Product Code Product Description Product Type SALES FACT Brand Subcategory Date Key Category Product Key Store Key Promotion Key Quantity Sold Revenue Cost Basket Count PROMOTION Promotion Key Promotion Code Promotion Name Promotion Type Discount Type Ad Type
  • 42. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  • 43. NoSQL
  • 45. NoERD
  • 47.
  • 48.
  • 49. R. K.
  • 50.
  • 51. I keep six honest serving-men (They taught me all I knew); Their names are What and Why and When And How and Where and Who… — Rudyard Kipling The Elephants Child
  • 52. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  • 53.
  • 54.
  • 55.
  • 56. BEAM How! Many Business Event Analysis & Modeling
  • 57.
  • 58.
  • 59. NoERD
  • 60.
  • 61.
  • 62.
  • 63.
  • 64.
  • 65. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  • 66.
  • 67.
  • 68.
  • 69.
  • 70.
  • 71.
  • 72. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  • 75. The BI Model Canvas Title, Author(s), Date/Version! When How Who When does it happen?! How does it happen?! Who does what? How do we organize them?! How do we know it happened?! How do they change? Who else is involved?! Date! How do we uniquely identify a fact/event?! Time! Customer: Business, Consumer, Segment! Time Zone! Activity, Process, Event! Employee! Period! Effect, Outcome! Supplier! Timeline: Milestones! Transaction Type! Partner! Transaction # [Degenerate Dimension]! Third Party! Step #! [Granularity, Event Type: Discrete, Evolving, or Recurring]! How Many How many/much is involved? How long doe it take?! Revenues! Costs! Quantities, Balances! Activity/Status Counts! Durations! [UoM, Fact Type: Fully Additive, Semi-Additive, Non-Additive]! Where What Where does it happen? Where doe it refer to?! What is involved/used? How are they organised?! How do they change? ! Location! Branch, Store, Facility, Channel! Value Proposition! URL! Product! Map: Start, Previous, Current, Next, Last! Service! Resource! Why Why does it happen? Can it be different? If so, why?! Cause, Reason! Promotion, Deal! Agile Data Warehouse Design: www.modelstorming.com Inspired by The Business Model Canvas (www.businessmodelgeneration.com/canvas), this work is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License. 2012, Lawrence Corr!
  • 76.
  • 77.
  • 78.
  • 79.
  • 80. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  • 81. www.senturus.com 888-601-6010 info@senturus.com Copyright 2013 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc. Helping Companies Learn From the Past, Manage the Present and Shape the Future
  • 82. 82