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STRICTLY PRIVATE AND CONFIDENTIAL

You Can Get Fries and Coleslaw WithThe BI/DW Combo!Steve Bond,

Consulting Director

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S i e r r a S y s t e m s

Strictly Private and Confidential © Copyright 2006 Sierra Systems Group Inc.

Agenda

BI Today

BI Purpose

Why BI

Business Reflection

The Roadmap

The Framework

– The Business

– Design – Development

– Implementation

– Project

BI Successes

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Business Intelligence

Business Intelligence

CPM – Corporate Performance Management

P e r f o r m

a n c e M a n a g e m e n t

Organizational Understanding

Single Source of Truth

Self Sufficiency

ODS

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The Purpose of BI

To help organizations meet their objectives by providing:

– Relevant information

– Accurate information

– Timely information. . . .to support critical business strategies & processes

Successful BI is achieved by:

– Consolidation multiple disparate data sources

– Cleansing and transforming

– Creating a single source of information

– Accessible by business users using their language

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Why BI?

Business Need

– Data rich

– Information poor

Technical Limitations

– Multiple sources of data

– Built to purpose

• Inconsistent data – Transactional systems vs.

analytical solutions

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BI Reflects the Business

Executive

Management

Strategic Objective 1 A textual description of the objective

Strategic Objective 2

A textual description of the objective

Strategic Objective 3

A textual description of the objective

Objectives Actions

Objective 1 Action to support objective



Strategy

Business Plan

Measures

Workforce

Management

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BI Roadmap

Successful BI solutions are based oncommunicating and measuring thestrategy of the organization

Think Big, Implement Small

BI Roadmap service identifiesstrategy, creates a prioritizedroadmap through collaboration withbusiness stakeholders and IT

Incremental process minimizesdevelopment and releases BI content

to the business quickly

Change Management and ProjectManagement reduce risk andincrease success

Roadmap

BI Application Development

&Implementation

C h a n g e M a n a g e m e n t

ProjectManagement

Strategy

Roadmap


&Implementation


ProjectManagement

Roadmap


&Implementation


ProjectManagement

Strategy

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BI Roadmap

Stakeholder Interviews

Reporting and analysis reviews

Subject area identification and prioritization exercise

Source systems reviews

Technical complexity assessment

Toolset selection

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BI Roadmap

Deliverables

– Prioritized subject areas linked to organizational strategy

– Information delivery framework

– Enterprise information architecture – Toolset recommendation, RFP, proof of concepts

– High level logical model

– Project Plan

– Cost estimates (hardware, software, consulting services,internal resource time)

– High level change management plan

– High level education plan

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BI Roadmap

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BI Framework – The Business:Information Consistency & Presentation

Consistent KPI

Development

– Cascade throughout the

organization

– Process for change

Presentation Layer

– User classes require

different information

displays

– Right information, right

level at the right time

– End state scenarios

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BI Framework – The Business:Prioritize the Business Requirements

Determine

Capture

Agree

Prioritize

Map

– Business value vs. urgency

– Preliminary mapping Include organizational

cultural aspects

Drill into 1 area

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BI Framework – The Business:Go Into Detail

Determine KPI Measures

– In detail

• By user classification

– reports, etc.

• Frequency

• Drill path

– Common Vocabulary

– Source Systems

• Extraction complexity

• Data quality

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BI Framework – The Business

Establish high level businesssponsorship

Let the business lead

Deliver to business objectives

Ensure common business

language

Ignore business culture

Deliver volumes of technical

documentation

Identify all KPI’s for all

requirements in detail

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BI Framework: The Design

Only when you understand:

– Business requirements

– Data requirements

– Usage

– Data quality

– History

– Metadata

Can you determine the overall architecture

– ROLAP, MOLAP, HOLAP

– Federated, Centralized

Start to consider your front-end, back-end and ETL tools!!!

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BI Framework: Architecture Design

Envision the Grand Design

Dashboards

(Portals)

- Scorecards

- Personalised

- Operational and

Analytical Data

ERP

CRM

External

Other

Data Warehouse

Staging Area

ETL

(Extraction,

Transformation &

Loading)

Enterprise Data

Warehouse

&

Reporting

Applications

Enterprise Wide

Centralised

Day Level Data

Application Layer

Data Mining Layer

Modelling

Ad-Hoc Analysis

Standard Reports

Operational, Operational

Management & Analytical

Reports

ODS

(Operational Data

Store)

Near Real Time

ETL

ETL

ETL

EAI

Ad-Hoc Tools &

Specialised Reporting

Marts

Mass Produced

Operational Reports

Other Access Points

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BI Framework: Architecture Design

Implement Incrementally

CRM

ERP

Enterprise Data

Warehouse

&

Reporting

Applications

Enterprise Wide

Centralised

Day Level Data

Dashboards

(Portals)- Scorecards

- Personalised

- Analytical Data

Ad-Hoc Tools &

Specialised Reporting

Marts

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BI Framework: The Design

Aggressively define data model -incrementally

Have a data owner

Develop & maintain metadata,

dictionary and repository

Use DW specific experience

Make sure architecture is cohesive,

open, scalable & flexible

Compromise the model

Assume ‘one size fits all’

Purchase tools before you know your

requirements

Assume existing skills are sufficient

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BI Framework: Development

Proof of Concept

– Proves technical tit

– Proves business fit

Tool Evaluations

– Consider multiple tools

– Allow users to evaluate front-

end tools

– Follow a consistent framework

– Consider costs up front if

necessary

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BI Framework: Development

Undertake a proof of concept

Use a tested BI implementationmethodology

Develop incrementally

Expect some re-work

– ETL

– Report development

Include users

– Report development

Big-bang approach

Keep the business in the dark

Shoe horn the project to yourstandard methodology

Exclude the business from the front-end tool selection

Avoid implementing ETL errorhandling and production monitoring

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BI Framework: Project

Use a phased approach

– Business requirements

– Discovery period

(3 to 8 week time frame)

Define phases by business

delivery

Strong BI Project Manager

Organizational changemanagement

Communications management

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Establish clear resource plan & don’t remove resources

– Use ‘seasoned’ internal resources

Ensure contingency is built-in throughout the plan,

especially during the ETL phases

Allow for support, tuning and hand-over time well after the

project has ‘delivered’

Plan for the sake of planning. Keep it reasonable, detailedBI plans go off-track.

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Strong subject matterexpertise

Experienced BI projectmanagement

Follow issue, risk, status,governance structures

Communicate, Communicate,Communicate!!

Not plan or update plan

Hide plan results

Ignore the business

Communicate to business intech speak – translate toEnglish

Wait for a 100% solutionbefore release

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BI Successes

BC Public Safety and Solicitor

General

BC Attorney General

Various WA State Agencies

BC Ministry of Provincial Revenue

State of Connecticut

Los Angeles Police Department

BC Ministry of Management Services

BC Ministry of Employment & Income

Assistance

City of Surrey

A & W

Boston Pizza International

Dimensional Fund Advisors

North Shore Credit Union

Tolko Industries

Vancouver Island Health Authority

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