© 2008 IBM Corporation
®
BI Competency Center (BICC) – Foundation ServicesSimple steps to a solid foundation
Richard AndrewsRegional Vertical Manager – Public Sector [email protected]/ 585-5272
2
What was, and is, the promise of BI? Why a BICC?
Everyone: Single version of the truth, consistent quality of data, trusted source
IT
End-user self-service
Faster development, remove reporting backlog
Easy administration, lower costs for IT
Data integration from multiple sources
Single SOA architecture, platform, integration
Global deployments, enterprise-wide
Business
Organizational alignment with corporate goals & strategy
Solve business pains, improve business management processes
Leverage investments in ERP, CRM, etc.
Better Flexibility, agility, collaboration, manage by exception
Pervasive use – top-down, all LOBs, all types of users
HIGHER ROI
3
ISOLATED DEPLOYMENTS
Lead to…
Sporadic department by department or
Project by Project deployments
That a variety of BI tools are deployed
…resulting in..
increased costs
& difficulty to uniformly use and interpret data
…Less than optimal conditions…..cause the need for BICC..
4
No socialization of shared best practices…
INSUFFICIENT KNOWLEDGE
EXCHANGE
Knowledge Silos
Lead to..
No use of Shared best practices
..resulting in..
Little Socialization of best practices
Increased Education costs
Little Self-Reliance
5
User Dissatisfaction...
USER DISSATISFACTION
Many end users find BI too difficult to use
or
Do not trust the information they get from
it
..resulting in..
No single version of the truth
Reduced ROI on BI Vision
6
BICC End State/GoalsMaturing Enterprise & Operational Design = Self Enablement
Developing a culture of
best practices, community
and Self Reliance
- Reduces costs -
Self E
nable
ment
7
Popular Reasons for requesting a BICC
Increase consistency / repeatability of BI deployments (i.e. standardization)
Gain operational efficiency, economies of scale across the enterprise
Lack right resources with the right skills to deploy enterprise wide BI
Popular Desired Outcomes of a BICC
Standardization / reduction of costs
Self Service / Enable users to operate consistently throughout the enterprise
Operate under one single version of the truth, single view of the customer
0 5 10 15 20 25 30 35
Transparency of information (single version of the truth)
Drive consistent/repeatable delivery of BI (enterprise)
Enable users more consistently/self service
Increase and align better utlization of available resources
Drive proactive use of BI
Decrease staff ing costs through reuse of best practises
Increase IT & developer satisfaction to manage BI technologies
Standardisation - reduction of costs etc
Increase usage of BI footprint and adoption in the org
Higher yield and performance by IT and business
0 1 2 3 4 5 6 7
Standardization proclaimed/need to execute
Close the gap between IT & business
Compliance and Management control of BI
Desire to increase consistent delivery of BI
Lack of resources with the right skills
Enterprise investments not fully leveraged
IT backlog of requests and projects
Inconsistency in the single version of the truth
Operational efficiency
Reduction of associated costs (TCO)
Radiate usage and consistency of BI
Revenue growth
Other
8
So, what is a BICC?
Promotes & Provides
Expertise throughout an organization
Repeatable deployments
Collaboration & Promotion
Delivery Enablement
Consistent BI skills, standards
Predictability
Self enablement=
With…
Interrelated Disciplines
Domains of Knowledge
Experience & Skills
IT and Business
Real or Virtual Orgs
OPERATIONAL
FRAMEWORKORGANIZATIONAL
STRUCTURE
Using..
Shared Best Practices
Standard & Repeatable
Processes
Standard Technologies
Governance
+
9
BICC Components
BICC
10
Best Practices in Forming a BICC
1. Assess your Needs & Readiness
2. Determine Structure – Accommodate your culture
3. Obtain Senior Management Support & keep it
4. Establish a Operational Framework - Integrate People, Process and Technology
5. Scope BICC – Start Small but think Strategic
AwarenessReadiness &
Assessment
Planning &
Foundation Build
BICC Operation
Support
PLAN
THE
SOLUTION
DEVELOP
THE
STRUCTURE
DEVELOP & GROW
THE
COMPETENCY
OPERATE
&
RADIATE
11
1. Assessing your Readiness – Assess your maturity
Culture
People
Technology & Infrastructure
Processes
Readiness Roundtable
Organizational Maturity
Tactical & Strategic priorities
Implementation timelineStart small, think strategically, systematically accelerate
Pragmatic
steps to an
optimized
business
model
maturity
12
Roundtable.. in the Readiness Assessment Phase
Part 1 – Roundtable - Preparing for the BICC Journey
Part 2 – Roundtable – Establishing the BICC Charter
Part 3 – Management Discussions & Planning
To obtain the most complete and accurate
assessment of current state and aspirations
of successful winning conditions regarding BI,
we recommend stakeholder's) (senior
Management) representation of:
Lines of Business
(each LOB and/or C level rep thereof)
IT / IS
(associated representation of IT Groups or
Shared Service areas)
including BI, Data Warehouse, PMO and
Development.
The BICC Roundtable session helps
us to explore the BICC journey
through a bi-directional discussion
and exercise.
It helps to define the cross-functional
enterprise needs of the organization
to improve the efficient delivery and
management of BI / PM technology
from an ”enterprise” perspective vs.
regional or project views
Gaining an initial
understanding of the BICC
Journey and state of
consensus from cross
functional senior executive
management will help the
organization prepare for the
BICC Charter and BICC
Journey
Audience Approach Deliverable
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Cognos CC Maturity Scorecard
Rank each intersection from 0 (N/A) to 5 (Optimized)
People Technology Process Governance Standardization Op. Efficiency Score
Best Practices
1 (Have begun to develop
Best Practices, but the
process, structure,
communication and
organization are informal)
0(Currently have no
formal repository
for organization of
Best Practices)
0(Currently have
no formal
process for
maintenance of
Best Practices)
0(Currently have no
formal process for
governing adherence
to Best Practices
and/or processes)
1 (Have begun to develop
Best Practices, but the
process, structure,
communication and
organization are informal)
0 2/30
BI Services
N/ACurrent BI Development is
done centrally. No LOB
services provided
N/A N/A N/A N/A N/A N/A
Advice and
Consult Business
Analytics
N/ACurrent BI Development is
done centrally. No LOB
services provided
N/A N/A N/A N/A N/A N/A
Technology/
Infrastructure
1.5(Maintenance of
Infrastructure is done
centrally within BI Team.
No dedicated resource will
back-up)
1All components of
technical
infrastructure are
informal to date
1All components
of technical
infrastructure
are informal to
date
0No formal governance
or steering committee
identified to direct the
efforts of Tech
Infrastructure
strategy/maintenance
2Cognos has been
identified as the standard
for BI efforts. No
process to minimize
rogue efforts in the field
0No formal processes have
been identified to direct
the efforts of Tech
Infrastructure
strategy/maintenance
5.5/30
Data Governance
Data Availability
0No formal/informal Data
Governance processes
and/or procedures have
been established
0 0 0 0 0 0
License
Management
(Usage Tracking)
0No formal/informal license
management and/or usage
tracking
process/procedures have
been implemented
0 0 0 0 0 0
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2. Determining Structure – Accommodate your culture
BICC
“Community”
BICC Governance
IT Governance BICC Leadership
CIO = 67 %
CFO = 29 %
Partnership or CSO = 4 %
Funding Models
Central Budget, part of IT budget, etc
Subscription (fair share of costs)
Billing Queries (fee per activity)
Services Based ..etc
Priorities, Company Cultures..
Communication processes
Popular in Foundation Popular in Foundation
15
BICC Structure – Example…
Executive Sponsor (CIO or CFO) / BICC Director / Senior Management/Influential representatives of both Business and IT
Strategic Vision - Enforce the BI Standard – Project Prioritization - Funding Decisions or Requests
BusinessLOB Mgmt & Project Lead
Project Sponsorship, Project Funding
Business Requirements
Network Operations System & Security Administrators
Support the Infrastructure (Hardware, Capacity Planning and Security)
ERP and EDW DBAs
DW Governance and Stewardship
(optional)
BSAs
BI Service – Business Analysis
ITBICC Director
BICC Design, Measure, Evangelism
Promotion, Project Registration
BICC Program TeamProject Startup Assistance & Guidance
Project Oversight/Health Check
Resource Enablement
Champions
Support Services,
BI Training Service,
Technology Services
Vir
tual o
r F
ixed
Tam
Ce
ntr
alized
/ D
ecen
tralized
BI Steering Committee
System Administrators
DBA
Business Analysts
16
3. Obtain Senior Management Support (and keep it)
Executive Sponsorship
BI Executive Steering Committee
Partnership Between Member Organizations
Strategic Vision
Enforce Standards
Priority Alignment
Easier than bottom up model
17
Maintain Management Support through Tangible Results
What are the measurements of success to maintain Management support? Determine Tangible, measurable results that show ROI of a BICC
18
Data WarehouseData
Stewardship
Traditional data warehouse activities and responsibilities
Data must be well behaved, managed, timely and secure
Enterprise Program to manage and monitor
mission critical data and definition along with
assignment of stewardship and
governance / roles for accountability
Establishing Winning Conditions
Business Intelligence
The tools and processes used to turn data into actionable information for all decision makers
to drive higher performance
Security / Policies
Provide oversight of activities for
development, implementation, &
maintenance of policies, procedures
CC CC CC CCGovernance StandardsStewardship
4. Establishing a FrameworkBridge Silos & Unlock Information’s Value
19
Reference Architecture and Best Practices
Best Practices in formalizing a BICC
Develop an operational framework that defines how
people integrate with technology through process / accountability
Conversion
20
5. Scope your BICC Requirements…
BICC
21
BICC Profile:Large US Health Care / Insurance Provider
Recognized as strategic - in “Execution” mode
Objectives
– Proliferate awareness, continuity and agility in theuse of Cognos technologies
– Help the business engagein Cognos projects more effectively
– Promote technologyawareness, knowledgetransfer, best practices
– Provide a vehicle for usersto engage Cognos resources and services
Reporting to the VP of EDW (IT stakeholders)
Focused on technical implementation andevangelism to showcase BI
Centralized knowledge share / decentralized services
22
BICC Profile: Disk Store Company
Recognized as strategic & Required by IT - Mature
Objectives
– Proliferate continuity & agility
– Link BI strategy tocorporate strategy
– Respond to businessquicker through common processes
– Establish IT resource requirements
– Consolidation/standardization
– Deliver “customer insight”
– Single, centralized, technical implementation
Reporting to the VP of BI (IT) and CIO
23
How Cognos, an IBM Company, has helped others
BICC Foundation Services
Build the CC foundation - start small – think big
BICC Community Services: (CC Management experts)
Provides proactive BICC management alongside client project managers and partners to ensure the provisioning of tools, BICC methodologies, practices and strategies that meet your business needs.
BICC Platform Services: (Infrastructure and Technology experts)
Ensures that the Cognos BI architectural infrastructure for the BICC meets requirements and Cognos Architecture Best Practices
BICC Realization Services: (BI & Data specific experts)
Ensures that the designed solution meets the project’s business requirements and Cognos Proven Practices, reviews development methodologies and solutions, recommends Cognos Proven Practices, Standards and Processes
Guardian Services Engagement model
The guiding Sherpa, for quicker client self-enablement and resource partnering
PM Journey assessments
workshops, roundtables, etc
Innovation Center, Blueprints, Communities
Client Proven Shared best practices, free membership
BICC User group of over 225 members from +95 companies
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Socialize BICC
concepts
Foster understanding
of BICC concepts
Establish baseline
understanding of BICC
needs
Engage cross
functional teams
Establish winning
conditions for
assessment and
planning efforts
Agreement for
Readiness
Assessment
BICC Roundtable /
Workshop to align
Business & IT
Charter Development
Aligning to corporate
priorities
Document and address
potential roadblocks
Establish BICC scope,
resource, timeline goals
BICC components and
maturity analysis
Foundation planning
Agreement to move
forward
Community Management
Services to setup BICC
Repository and Best
Practices Sharing Setup
Education Delivery
Architecture Shared
Services Setup &
Configuration
Architecture Training
BI Applications State
BI support Roadmap
BI Reporting and Modeling
Best Practices
Data Governance Setup
Managed Community Services
Operation and support of:
- Knowledgebase Repository
- Best Practices sharing/building
- Technology Showcase
Training/skills augmentation
Architecture Support
Integration to enablement teams
BI Phased execution support
Alignment to Data & IT
Governance
Report Factory & Support
Execution
AwarenessReadiness &
Assessment
Planning &
Foundation Build
BICC Operation
Support
Primer & Readiness Managed Engagements
BICC
PRIMERSBICC
READINESS
SERVICE
BICC
FOUNDATION
SERVICE
BICC
SUPPORT
SERVICES
STRUCTURED BICC + A la Carte AS PLANNED
Client Self Enablement
BICC Build out, step by step
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Day 1
BICC Readiness Service• Readiness Assessment develops preparation for the BICC Journey
• Executive Roundtable Workshop aligns cross functional teams
• Plans for the “art of the possible”
• Builds consensus on the BICC foundation via a BICC Charter
• Empowers senior management to define a prescriptive go forward plan
• Based on Industry Best Practices
• Utilizes an approach that considers technology, culture, people and process
• Creates Roadmap for BICC Foundation build out
• Facilitated and led by BICC Community Leader
• 7-10 Days typical implementation
• Includes BICC, Education, Platform, Infrastructure, BI Services.
• Optionally Data Governance, Content Management, Support Services
Executive Roundtable
Engage Cross
Functional Teams to
achieve alignment
Both Business and IT
Management
discussions, Planning
and Prioritization
Definition of BICC
Steering Committee,
Structure, Funding
Models
Day 2 Day 3Day 4,5,6
Optional: [8,9,10] Day 7
Develop BICC Charter
Consolidation and
documentation of
Roundtable Objectives
and results
Refinement of Results
BICC Charter
co-development
Maturity Assessment
BICC Core Components
Maturity vs. Goals
Organizational Gap
Analysis
Detailed drill down on
BICC components
Measure maturity and
needs vs. capabilities
Education
Infrastructure
BI Services
[Data Governance]
[Content Management]
[Support Services]
Education Readiness
BI Infrastructure Readiness
BI Services Readiness
[Data Governance Readiness]
[Content Mgmt Readiness]
[Support Services Readiness]
Foundation Roadmap
Creation of Roadmap
and Plan for Foundation
Build out
Requirements
Timeline
Staffing models
Presentation
Demonstration
Agreement
26
BICC Foundation Services: Pillars for Success
BI
Realization
BICC Foundation Service• Establishes Operating Framework and Foundation to support BICC
• Establishes BICC as a Strategic Asset
• Communications Plan, Success Plan, Value Metrics, Success Criteria
• Projects Prioritization, Resource Prioritization
• Harvest/Develop Best Practices & Standards, Repository Knowledgebase
• Identify/Harvest/Build Reusable components
• Promotion & Technology Showcase
• Foundation Roadmap for Operational Support
• BICC Community Leader for Foundation build out
• Platform Expert for Common Architecture Framework
• BI Experts for BI, Reviews, Best Practices & Franchise Services
• Education Standards setup, customization and delivery
• Plan determined in Assessment
BI
Platform
Data
Governance
Education
EU Adoption
Design Review & Practices
Modeling Review & Practices
Reports & Application Review &
Practices
Security Review & Practices
Upgrade Readiness
Go! Mobile, Cognos Now
BI Support Services
Remote Report Factory
BI Project Services
BI Architecture Design
BI Install & Configuration
BI Performance Tuning
BI Operational & Architect
Management
Go! Mobile Install & Configure
Enterprise
Learning Assessment
Public Education
On site Education
E-learning education
Enterprise Training License
Enterprise Training
Customization
End User
Adoption Services
Data Governance
Data Quality
Information Analysis
Information Architecture
27
BI
Realization
BICC Support Services• Operate Phase leverages BICC as a Strategic Asset
• Goal of Operational Efficiency and Self Reliance
• Self-sustaining Enterprise Competency Community
• On going commitment to excellence
• Projects Prioritization
• Leverage of Franchise Services
• Leverages Best Practices & Standards introduced in Operating Framework
• Continuation of Best Practices and Repository Knowledge Base Harvesting
• Measure Gains vs. Charter goals
• Guardian model for sustained success, knowledge transfer
• No “one size fits all” – Plan determined in Foundation
• CC Roadmap determines “end point”
• CC Charter determines scope and success criteria
BI
Platform
Data
Governance
Education
EU AdoptionMetrics Implementation &
Continuous Improvement
Pilot Projects Implementation
Continued Knowledge & Best
Practices Portal
Migration Assessments
Franchise Services
Process Assurance
Embedded Development
Embedded Advisory Services
Report Factory Services
BI Architecture Monitoring
BI Performance Tuning
BI Operational & Architect
Management ensures self
reliance
Learning Assessment
Public Education
On site Education
E-learning education
Enterprise Training License
Enterprise Training
Customization
End User Adoption Services
Data Governance
Data Quality
Information Analysis
Information Architecture
28
Common Barriers Inhibiting BICC Success
Organizational change / Behavior
change
Gaining support of peers / execs
Established Operating framework /
foundation to support BI as a
strategic asset (to the enterprise)
Balance of Centralize vs Decentralize /
Real vs Virtual
Balance of resources with competency,
stewardship and governance
Understanding the successful path to
take on the BICC journey
Don’t let politics get in the way
Don’t let exceptions become the rule
Go around roadblocks
Don’t forget that you are selling
Don’t forget to include more people, the more
people who participate the more they will adopt
BI and the higher your ROI
29
Summary: A solid foundation will enable your self-sufficiency faster
Sponsorship from the top, commitment to a
BI/PM vision
Lead from the Business in partnership with IT
Suitable BICC structure & scope to drive culture,
consensus
Standardize on fewer BI software platforms
Continuously drive for a single version of the
truth
On-going training to raise skills
Communicate best practices, standards,
successes
Start Small – Act Tactically while thinking
Strategically
IBM Cognos provides the knowledge, experience,
Better practices and know-how to assist organizations
In defining and implementing a customized BICC/PMCC
Roadmap to help our clients achieve desired states of CC maturity
© 2008 IBM Corporation
®
Thank you
Q&A
Cognos Innovation Center
– http://www.cognos.com/innovationcenter/businessintelligencecompetency/index.html
BICC User Group
