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8/12/2019 080130LenRosenblum - Best Practices in BI Project Management
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Best Practices for ManagingSuccessful BI Projects
Best Practices for ManagingSuccessful BI Projects
Guident - 198 Van Buren Street, Suite 120 Herndon, VA 20170 - Tel: 703.326.0888, www.guident.com
GuidentGuident
Len RosenblumGuident
Len RosenblumGuident
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TopicsTopics
Guident Corporate Overview
Overview Of BI Methodology
Scoping and Requirements
Design, Development and Deployment
Change Management
Project Management
Conclusion
Q & A
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BI Professional Services and Consulting Firm
Washington, DC area headquarters
Founded in 1996 to provide Oracle solutions
More than 180 professionals
Top 20 Ranking in the 2006 & 2007 Washington Technology Fast 50
Significant client base in both the Government and Commercial sectors
Certified by the SBA as an 8(a) business through July 2011
Who We AreWho We Are
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Business Intelligence ServicesBusiness Intelligence Services
BI Core Technologies/Partnerships
BI Strategy
BI Competency Centers
Data Warehousing/Data Marts
Data Quality
Enterprise Performance Management
Analytics Solutions
BI Focused Methodology BI Guide
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TopicsTopics
Guident Corporate Overview
Overview Of BI Methodology
Scoping and Requirements
Design, Development and Deployment
Change Management
Project Management
Conclusion
Q & A
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Our approach is based upon the knowledge thatBusiness Intelligence differs from traditional IT
implementations:
Users are often unfamiliar with available data
Users often have little, if any, experience withanalytical reporting tools
Business users often have little idea how they will usean ad-hoc querying tool
End solution is not a transaction but a result whichshould drive action based on information
IntroductionIntroduction
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Key Benefits:
Phasing
Iterative
Emphasizes Prototyping
Allows Evolving
Requirements
Promotes KnowledgeTransfer
Flexible
Incorporates BestPractices
BI Guide - MethodologyBI Guide - Methodology
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TopicsTopics
Guident Corporate Overview
Overview Of BI Methodology
Scoping and Requirements
Design, Development and Deployment
Change Management
Project Management
Conclusion
Q & A
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InitiateInitiate
Many projects fail due to a lack of business sponsorshipand involvement
A structured BI methodology will assist in developing aproject charter and working with business and ITstakeholders during Initiate phase to set expectationsto ensure a successful implementation
Initiate Phase Activities Establish Stakeholders and Project Charter Define scope for iterations
Develop detailed project management plan Hold kickoff meeting with full team
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Initiate TipsInitiate Tips
Work with customer to break-out solution into phases (businessprocesses, data sources, user communities, data complexity, etc.)
Allows lessons learned and education so requirements definition isimproved for phase two, three, etc.
Select initial phases, which are important to business but do nothave too much complexity
Quick win allows fast realization of benefits
Tip #1 Phase your solution: 120 day rule
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AnalyzeAnalyze
Requirements list Data elements Technical Security Presentation catalog(reports/dashboards)
Gap Analysis review and adjustrequirements against base BI toolcapabilities and source data availability:
Data model Data source and mapping modifications Presentation (reports/dashboards)
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Analyze TipsAnalyze Tips Tip #2 Allow requirements to change
Requirements are initially defined
Users go through learning events as the project moves forward Requirements can be added and modified during the course of the
project as users learn more
Strong project management is required for this approach
Tip #3 Educate your users
Provide an initial training session on the OBIEE product softwaretoolset.
Allows customers framework to better understand functionality,capabilities, and initiates learning process
Provides an understanding of different products within the suite
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Analyze Tips (Continued)Analyze Tips (Continued) Tip #4 Perform gap analysis at same time as
requirements gathering
Project team must have member(s) that are completelyknowledgeable of OBIEE
During interactive requirements gathering process, gap analysis isperformed between requirements and OBIEE
Facilitate methods to configure (OBIEE functionality) and customizethe solution to address each gaps
Provide a level of effort for gaps that cannot be easily configured or
customized Requirements must be SMART (specific, measurable, achievable,
realistic, traceable)
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TopicsTopics
Guident Corporate Overview
Overview Of BI Methodology
Scoping and Requirements
Design, Development and Deployment
Change Management
Project Management
Conclusion
Q & A
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DesignDesign
Presentation layer design document Presentation layer standards
Security design document User groups/rights matrix Row based security User authentication Sarbanes-Oxley compliance
Metadata standards Metadata design for Prototyping
Source to target mappings forextensions
Mapping changes from existing
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Design TipsDesign Tips Tip #5 - Get users involved
Use conference room pilot approach (prototyping)
Engages user community
Users can see and touch early in the developmentlifecycle
Tip #6 Deployment should be business driven
Heavily engage business users throughout every stage
Standardize naming conventions and terminology Use standard naming conventions in Metadata
Educate users on how this directly affects their job
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Design Tips (Continued)Design Tips (Continued) Tip #7 - Build more than what exists today
Understand current reporting and analytical environment
Dont settle on only rebuilding current reports
Tip #8 Design environment for future use
Architect for future, build for now
Leave hooks in Metadata for future integration
Use conformed dimensions in data model
Design architecture for long-term
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DevelopDevelop
Test plans Test scripts Executed tests
Build requests in Answers
Guided Analysis build dynamicdashboards using prompts, drilldownand navigation Develop iBots for Alerts
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Develop TipsDevelop Tips Tip #9 Build the Metadata right the first time
The Metadata developer must be experienced
The Metadata developer must be educated on bothtechnology and business
Pay attention to the Art of Building Metadata (i.e.
folder/object ordering, commonly-used conditions)
Tip #10 Use the business community early and often
Have business users create reports
Proves structure of Metadata
Allows test for data accuracy and completeness
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ImplementImplement
Issue list Lessons learned document Enhancements list Interview questions best practices
Cutover scripts Support cutover to Production Production support
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Implement TipsImplement Tips Tip #11 Build report templates for ad hoc users
Nobody likes to start with a blank screen
Save as helps adaptability Audit personal reports to determine corporate reports
Tip #12 Think big and remember your lessons learned The Business intelligence system is likely to evolve
Lessons learned and methodology can be basis forcenter of excellence
Document lessons learned, methodology, best practices,etc.
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TopicsTopics
Guident Corporate Overview
Overview Of BI Methodology
Scoping and Requirements
Design, Development and Deployment
Change Management
Project Management
Conclusion
Q & A
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Change ManagementChange Management
Training materials (technical and end-user)
Metadata glossary data dictionary Presentation layer cheatsheet
Communications plan
Communication execution
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Change Management TipChange Management Tip
Tip #13 Dont forget change management!
Build change management and training plans early
Remember that change management is part marketing,part public relations, part training, part support
Understand the training technologies (e.g. CBT tools) that
are available today Training on the data is at least as important as training on
the BI software
Communicate, communicate, communicate!
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TopicsTopics
Guident Corporate Overview
Overview Of BI Methodology
Scoping and Requirements
Design, Development and Deployment
Change Management
Project Management
Conclusion
Q & A
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Project ManagementProject Management
Ongoing communications with PM Formal status reporting Project cost analysis
Risk Identification Risk Mitigation
Issue identification and resolution (PM) Issue documentation (PM) Issue escalation (Project Executives)
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Project Management TipProject Management Tip Tip #14 Project team should be cross-trained
OBIEE is heavily dependant on data model
Ensure reporting resources are part of same team asdata resources
Cross-train resources on data modeling, ETL tools,
OBIEE, etc. Methods for this include bootcamp,assignments with heavy quality assurance andsupervision
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TopicsTopics
Guident Corporate Overview
Overview Of BI Methodology
Scoping and Requirements
Design, Development and Deployment
Change Management
Project Management
Conclusion
Q & A
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ConclusionConclusion
Turn data into actionable information
Follow structured, repeatable process for BI Gain business involvement and buy-in throughout the
process
Break larger problems into solutions that can bedelivered in 90-120 day phases
Improve user adoption by planning and executingtraining and communications early and often
Leverage the appropriate experts to get the most valueout of your data
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Draft
Free agency
Player development
What data is available to support decisions with each of these?
How To Build a Winning Team?How To Build a Winning Team?
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College pitchers are TWICE as likely than high schoolpitchers to become a major league baseball player
College position players are FOUR times more likely thanhigh school position players to become a major league
baseball player
Who should I Draft?Who should I Draft?Turn data into actionable information
Decision: draft college players
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#1 statistic indicator of producing runs: on-base percentage
What should we teach our players?What should we teach our players?
Turn data into actionable information
Decision: train players to be more selective and walkmore often
Decision: acquire players with good historical on-basepercentages (e.g. Scott Hatteberg)
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How can BI be used in real life?How can BI be used in real life?
How did the Oakland Athletics use data to wingames?
New York Yankees
Payroll = $110million
Wins = 95
Oakland Athletics
Payroll = $34
million
Wins = 102
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BI ResultsBI Results
A repeatable process, as the As won again in2002.
New York Yankees
Payroll = $126million
Wins = 103
Oakland Athletics
Payroll = $40 million
Wins = 103
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GuidentGuident
Confidential and Proprietary ofGuident
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TopicsTopics
Guident Corporate Overview
Overview Of BI Methodology
Scoping and Requirements
Design, Development and Deployment
Change Management
Project Management
Conclusion
Q & A
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Q&AQ&A
For any questions pertaining to this presentation, pleasecontact:
Len Rosenblum
O: 703.326.0888 x150C: [email protected]