Secrets of High Performing Report Development Teams
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Learn how BI teams build great reports consistently. We discuss how to improve report-building workflow and delivery rate while reducing mistakes. View our on-demand webinar and download this deck at: https://senturus.com/resources/secrets-of-high-performing-report-development-teams/. Senturus offers a full spectrum of services across the BI stack plus training on Power BI, Cognos and Tableau. Our resource library has hundreds of free live and recorded webinars, blog posts, demos and unbiased product reviews available on our website at: http://www.senturus.com/senturus-resources/.
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Secrets of High Performing Report Development Teams
- 1. Cognos Data Module Architectures & Use Cases 1
- 2. 2 Hundreds of resources Visit the Resource Library on the Senturus website to download this presentation and explore other assets: senturus.com/resources 2
- 3. 3 3 Introductions Greg Nash MVP Data Platform | Principal Consultant Dear Watson Consulting (Australia) Michael Weinhauer Director Senturus, Inc.
- 4. Agenda •Introductions •Power BI workflow •Know your audience •Value streams •Roles and responsibilities •Managing the flow •Senturus overview •Additional resources •Q&A 4
- 5. Enjoy the full webinar presentation This slide deck is from the webinar Secrets of High Performing Report Development Teams To view the FREE video recording and download this deck, go to https://senturus.com/resources/secrets-of-high- performing-report-development-teams/ 5
- 7. Challenges 7 Sales Finance HR Operations
- 8. Challenges 8
- 9. Challenges 9
- 10. Challenges 10
- 11. Challenges 11
- 12. •How do the best performing analytics teams deliver high quality content, on time, every time? 12
- 13. Solution: a new tool? 13
- 16. Even across industries 16 Toyota Production System Lean / Six Sigma DevOps
- 17. The solution – three ways 17 Improve Flow Create Feedback Loops Safety Culture
- 18. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/secrets-of-high-performing- report-development-teams/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 18
- 19. The first way: improving flow 19 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
- 20. The first way: improving flow 20 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
- 21. Understanding your audience 21 Learn what is valuable and what is not!
- 22. Why analysts need to understand users 22
- 23. Find out who your users are 23
- 25. Audience – best practices 25 Engage regularly with stakeholders – learn their goals and challenges Create common understanding within the team of different user cohorts Create strong links between reports / data and user needs Prioritize valuable solutions during development
- 26. The first way: improving flow 26 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
- 27. Value streams Identifying how work flows through your system 27
- 28. Gall’s law 28 “A complex system that works is invariably found to have evolved from a simple system that worked. A complex system designed from scratch never works and cannot be patched up to make it work. You have to start over, beginning with a working simple system.” - John Gall, The Systems Bible
- 30. What is a value stream? 30 Aha! Ka-Ching!
- 31. It doesn’t have to be complicated 31
- 32. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/secrets-of-high-performing- report-development-teams/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 32
- 33. Why value streams? 33 It will help build a common understanding of your systems of work It will help you maintain consistency across developers Help prevent passing issues downstream to the next step It will help you demonstrate your value to the business It makes it easier to estimate work Allows you to focus on optimisation steps instead of arguing about how it’s done
- 34. Developing a value stream 34 …ETC
- 35. Value stream best practices 35 Gather as many stakeholders as possible into a value stream design meeting List all the steps from concept to delivery – aha! to ka-ching! Estimate the timing of each step! It doesn’t have to be perfect Look for the bottleneck - Theory of Constraints The goal is to increase throughput of the system
- 36. The first way: improving flow 36 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
- 37. Roles and responsibilities 37 Who does what and when?
- 38. Many roles… 38
- 40. Roles - what should I do? 40 Identify roles needed to deliver the value stream Build cross functional teams that work together closely Carefully manage communications and hand-offs Assign an owner to each value stream, a “Data Product Manager” Understand each stakeholders' dependencies
- 41. The first way: improving flow 41 Understand your audience Identify your value streams Confirm roles and responsibilities Manage and improve the flow of work
- 43. Managing and optimizing flow 43
- 44. Don’t boil the ocean 44 Work in small batches and deliver quickly
- 45. Use KANBAN 45
- 46. The three measures that matter 46 Throughput – insights per day Cost – cost per Insight Cashflow – budget burndown rate
- 47. We are on our way… 47 Improve Flow Create Feedback Loops Safety Culture
- 48. 48 Greg Nash Twitter: @dashboarddr LinkedIn: “Power BI Unicorn” You Tube: Dashboard Doctor MENTORING | POWER BI ADOPTION
- 49. Adoption framework and mentoring Casual analytics Enterprise grade analytics can help you get there
- 50. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/secrets-of-high-performing- report-development-teams/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 50
- 51. The authority in Business Intelligence 51 Exclusively focused on BI, Senturus is unrivaled in its expertise across the BI stack.
- 52. Decisions and actions Business needs Bridging the gap 52 Analysis-ready data
- 53. Full spectrum BI services •Dashboards, reporting and visualizations •Data preparation and modern data warehousing •Hybrid BI environments (migrations, security, etc.) •Software to enable bimodal BI and platform migrations •BI support retainer (expertise on demand) •Training and mentoring 53
- 54. A long, strong history of success • 20+ years • 1600+ clients • 3000+ projects 54
- 55. Expand your knowledge 55 Find more resources on the Senturus website: senturus.com/senturus-resources
- 56. Complete BI training 56 Instructor-led online courses Self-paced learning Mentoring Tailored group sessions
- 57. Additional resources 57 Insider viewpoints Technical tips Unbiased product reviews Product demos Upcoming events More on this subject
- 58. © 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc. www.senturus.com 888 601 6010 info@senturus.com
Editor's Notes
- The first question we usually get is “Can I get a copy of the presentation?” Absolutely! It’s available on Senturus.com. Select the Resources tab and then Resources Library. Or you can click the link that was just posted in the GoToWebinar Control panel. Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
- Joining us today is…..Greg Nash Greg Nash is a Senturus partner in Australia. He is principal consultant at Dear Watson Consulting, a Microsoft Data Platform MVP and Power BI user group leader based in Melbourne Australia. He has 20 years of experience in enterprise IT and more recently, he’s specializing in Microsoft Power BI adoption, mentoring and development for organizations of all sizes.
- Today’s agenda. After a brief introduction of the speakers, we’ll get right into the topic. Stay on after the presentation when we will We’ll then share useful links, provide a quick overview of Senturus and let you know of upcoming events. We’ll wrap with a live Q&A.
- Thanks Michael, Welcome everybody OK so before we start talking about high performing teams, lets start out with the problems faced by modern data analysts. Lets take a look at an example… This is Jerry the analyst, he obviously has quite a bit on. It’s easy to see Jerry is busy because of all the paper piled up on his desk. As an analyst we can probably relate to Jerry’s predicament But in the modern workplace its not always easy to recognise the signs of an overwhelmed worker. Click * it might manifest as stress, Click * or unhappy customers.
- End Part ONE – Time check:
- The trap many organisations fall into is to buy a shiny new tool and expect it will solve all our problems, We often find that problem isn’t the tool at all. It’s our system of work and we see this all the time with organisations that adopt new bi tools and still fail to deliver value with their data and reporting.
- Although we will view talk today in the context of Power BI, these challenges are universal to all analytics tools.
- But the good news is that the solution is also universal and that the fundamental principals can be applied no matter which tool you own.
- The solution to these challenges has evolved over time, and across many industries, in the eighties Toyota set a new standard in manufacturing excellence with the Toyota Production System, This evolved into LEAN and SIX SIGMA process management methodologies, that were adopted across a number of industries for example banking and healthcare And more recently the same fundamental principals were used to revolutionise the development of applications through the DEVOPS movement.
- All of these major leaps forward in capability followed the same pattern that modern high performing BI teams are using to better manage their work These can be organised into 3 foundational areas. Flow, Feedback and Safety Culture – in DevOps they are referred to as the “Three ways” Flow is the management work and increase of throughput in the VALUE CHAIN Feedback is to do with sending information back up the value chain to improve quality Safety culture is about two things, 1. Safety of the systems – in other words making them robust and less prone to failure. 2. Psychological safety – which is cultivating an employee culture where it is safe to fail so that continuous learning can be achieved, effectively we seek to OUT LEARN our competition. I’d love to spend several hours talking to you about all three of these things! But, for today, let’s concentrate on what we can do RIGHT NOW. So today I want to focus on the first way… Improving FLOW
- As data people, we don’t just build spreadsheets or data warehouses any more Our product is INSIGHT Users are your lifeblood, ultimately, the users will decide whether they can glean insight from your BI system
- Know your audience: Power BI User Personas Executive - Needs Report Reader - Needs Content Creator - Basic - Needs Content Creator - Advanced (Citizen Developer) - Needs Data Viz / Data Analyst - Needs Data Scientist / Engineer -Needs Why do we want to do this? BI developers often don't engage with stakeholders and take time to really understand their needs By understanding some of our users needs we start to understand the value of what we build as analysts
- Know your audience: Power BI User Personas Executive - Needs Report Reader - Needs Content Creator - Basic - Needs Content Creator - Advanced (Citizen Developer) - Needs Data Viz / Data Analyst - Needs Data Scientist / Engineer -Needs Why do we want to do this? BI developers often don't engage with stakeholders and take time to really understand their needs By understanding some of our users needs we start to understand the value of what we build as analysts
- To manage work flow must make our work visible – its easy to see Jerry has a lot of work on because we can SEE IT. To understand the way work flows through our system we need to SEE the system working.
- First work out your simplest understanding of the process Add more stakeholders to the conversation to add their pieces in. Eventually you should have a reasonable representation of all the steps it takes to deliver an insight into your organisation – it could be hundreds of steps! Once you have the steps – guess the timing of each step – e.g. the security check takes 3 days on average to complete… bottlenecks will emerge, there are techniques for dealing with them. Different user cohort will either share values streams or need their own unique versions e.g. a exec / data scientist
- Communication Overhead Handoff Remote Work Silos No ownership over the stream
- Finally, with our work flow defined we can look at managing the flow. It is important to remember that we are responsible for an insight delivery machine, that machine needs maintenance, operators and monitoring to ensure we can keep it performant and on the road. There is a lot to be said but for now I’ll share with you the common best practices we see in high performing BI teams.
- Use KANBAN boards to make your work visible to the whole team, it will help you identify bottlenecks and SEE where the issues are
- And so we are on our way to high performing BI! With an understanding of the value streams and how work flows through them we are in a position to optimise the workflow and reduce error rates using feedback loops! I hope you will join me again when I discuss the topic of feedback loops and safety culture in the future.
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