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Copyright ©2009 Balanced Insight Inc.
Eliminate Metrics ConfusionAre your users spending more time arguing than analyzing?
Copyright ©2009 Balanced Insight Inc.
Today’s Agenda
What is “metrics confusion”?
Industry trends
Why “metrics confusion” occurs?
Eliminating “metrics confusion”
Keys to eliminating “metrics confusion”
Next Steps
Copyright ©2009 Balanced Insight Inc. 3
What is “metrics confusion”?
In the quest for innovation, companies continuously collect and analyze ever increasing amounts of data.
Valuable information is wasted in companies because employees don't describe or understand information in the same way across the organization.
But what if a company has already collected the most valuable information and doesn't realize it?
Copyright ©2009 Balanced Insight Inc.
Increased occurrence of:» User Misunderstandings
» Duplicate research efforts
» Reduction in innovative ideas
Why?» Because most meetings are
about understanding where the numbers came from
» NOT analyzing the numbers and taking action or making decisions
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What is the impact of “metrics confusion”?
Copyright ©2009 Balanced Insight Inc.
Metrics Confusion: What is an “employee”?
CFO needs to know the current headcount (or number of employees). The result depends on who you ask:
» Benefits Staff: people eligible for benefits
» HR Operations: labor resources including contract staff
» Recruiting Staff: current employees plus open headcounts
» Controller: people being paid in payroll
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Copyright ©2009 Balanced Insight Inc.
Metrics Confusion: What is a “product shipment forecast”?
Business Unit definition conflict for “fiscal month” and/or “product” drive inaccuracies:
» Regional Business Unit: » Fiscal month: 15th to 14th » Product: revenue producing & promotional products
» New Acquisition: » Fiscal month: 20th to 19th
» Product: all products
» Remaining Business Units:» Fiscal Month: Calendar Month» Product: 50% of business units included promotional products and all
included revenue producing products
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Copyright ©2009 Balanced Insight Inc.
How pervasive is “metrics confusion”?
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The confusion over business language will likely be one of the primary reasons more than 35% of the top 5,000 global companies will regularly fail to make insightful decisions about significant changes in their business and markets.
Gartner, Predicts 2009: Business Intelligence and Performance Management will Deliver Greater Business Value, Dec. 18, 2008.
Over 80% of respondents identified the driver for BI as “improving the quality of decision making”.
Yet more than 50% of respondents couldn’t ask the questions they needed answered from BI Solutions.
National Computing Center: Principa, Business Intelligence, Results of the Rapid Survey.
Standardizing language and reporting data so that it's not only accessible but comprehensible to diverse groups within a company can help reduce misunderstandings, eliminate duplicative research efforts, and increase innovative ideas by constantly bringing in fresh perspectives.
Wall Street Journal, Staring you in the face, Sept 22, 2008.
Copyright ©2009 Balanced Insight Inc.
Metrics Confusion: Are your users arguing or analyzing the metrics?
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Copyright ©2009 Balanced Insight Inc. 9
Legacy of BI is “cobbled” together
User Access
Dashboards, Scorecards, ReportsAd-hoc query & reporting, OLAP
TargetDataMaster Data, Staging Structures
Data Marts, Data Warehouse
Data Movement & Quality
ETL, Data Quality
SourceDataApplication Specific DBs
Wh
at is b
ein
g b
uilt?
Most companieshave provided users
with 6-10BI Tools
Copyright ©2009 Balanced Insight Inc.
Confusion is a bi-product of current delivery process
How are terms captured?» Proprietary tools
Who reviews them?» Project sponsors (sometimes)
What is done once reviewed?» Put on network share (never to be seen again)
How is the term developed?» Silo’ed development - leveraged by one project (not the
enterprise)
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Copyright ©2009 Balanced Insight Inc.
Reporting often an after thought
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User Access
TargetData
Data Movement & Quality
SourceData
DeployTestBuildDesignAnalysisRequirements
ETL Modules
in PowerCenterby ETL Developer
Report
in Crystal ReportBy Developer
Tables
in Oracleby DBA
Look at data
in Application Database
??
Wh
at is b
ein
g b
uilt?
How is it being built?
Copyright ©2009 Balanced Insight Inc.
Reporting not enterprise focusedbuild baby, build!
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User Access
TargetData
Data Movement & Quality
SourceData
Build
ETL Modules
in OWBby ETL Developer
Report
ExcelBy Developer
Tables
in Oracleby DBA
Look at data
in Application Database
Build
ETL Modules
in COBOLby ETL Developer
Report
CognosBy Developer
Tables
in DB2by DBA
Look at data
in Application Database
Build
ETL Modules
in Microsoft SSISby ETL Developer
Report
Report ServicesBy Developer
Tables
in Microsoft SQLby DBA
Look at data
in Application Database
ETL Modules
in PowerCenterby ETL Developer
Build
Report
Crystal ReportBy Developer
Tables
in Oracleby DBA
Look at data
in Application Database
Build
ETL Modules
in Visual Basicby ETL Developer
Report
BrioBy Developer
Tables
in Accessby DBA
Look at data
in Application Database
Build
ETL Modules
in Focusby ETL Developer
Report
WebFocusBy Developer
Tables
in DB2by DBA
Look at data
in Application Database
Wh
at is b
ein
g b
uilt?
How is it being built?
Spreadmarts (In Excel)user based data integration
Copyright ©2009 Balanced Insight Inc.
Gartner:Enterprise Information Management Focus
Need for a set of processes for cross-functional and cross-enterprise BI, specifically:
» Common definitions and business rules
» Ability to reconcile and map out the locations, representations, and hierarchies associated with information
» Ability to manage changes across multiple sources and repositories
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Copyright ©2009 Balanced Insight Inc.
The platform for Agile Business Intelligence Delivery & Alignment of Business Metadata
Bridging the business-IT communications gapAligning your common business language
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Copyright ©2009 Balanced Insight Inc.
AlignmentProcess Management & Oversight
ProjectArtifact
ApprovalProcess?
ApprovedProjectArtifact
Refinement Process
Approved
Rejected
Copyright ©2009 Balanced Insight Inc.
AlignmentRoles in Balanced Insight Consensus®
ProjectArtifact
ApprovalProcess?
ApprovedProjectArtifact
Refinement Process
Approved
Rejected
Contributor Approver Consumer
Facilitator
Copyright ©2009 Balanced Insight Inc.
Approval ProcessMulti-step approval process or workflow
ApproversTeam
Approval Process
Facilitators
Copyright ©2009 Balanced Insight Inc.
Automating the alignment process
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A product, platform, or service that our company sells or intends to sell to customers to generate revenue.
Should be “customer or prospect”
ApprovalProcess?
Facilitated Resolution
I like the word “offering” as a more succinct way to say “product/platform or service.”
Copyright ©2009 Balanced Insight Inc.
Dashboard
Reports
Analysis
consensusaligns your
BI Solutionsacross the enterprise
consensusintegratorTM
Copyright ©2009 Balanced Insight Inc.
consensusintegratorTM
consensusaligns your
BI Solutionsfrom a common business language
Copyright ©2009 Balanced Insight Inc.
consensusintegratorTM
consensusaligns your
BI Solutionsfrom a common business language
Copyright ©2009 Balanced Insight Inc.
consensusintegratorTM
consensusaligns your
BI Solutionsfrom a common business language
Copyright ©2009 Balanced Insight Inc.
consensusintegratorTM
consensusaligns your
BI Solutionsfrom a common business language
Copyright ©2009 Balanced Insight Inc.
consensusintegratorTM
consensusaligns your
BI Solutionsfrom a common business language
Copyright ©2009 Balanced Insight Inc.
DimensionsHierarchiesFacts
Naming StandardsType StandardsTaxonomiesBusiness TermsRelationships
SourceTables/Columns
User Access
TargetData
Data Movement & Quality
SourceData
RepositoryArtifacts
Data Mart & WarehouseTables/Columns
Transformation Rules & Orchestration
Potential Project Artifacts
Copyright ©2009 Balanced Insight Inc.
Keys to eliminating “metrics confusion”
How are terms captured?» An open, cross project, cross BI platform repository
Who reviews them?» Cross functional, cross regional stewards
What is done once reviewed?» Made accessible across the enterprise (BI Wiki) and
deployed in BI Platforms
How is the term developed?» Leveraged across the enterprise (all projects)» Reuse across projects and platforms» Establish a common business language
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Copyright ©2009 Balanced Insight Inc.
Collaborative Delivery & Alignment
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The platform for Agile Business Intelligence Delivery & Alignment of Business Metadata
Copyright ©2009 Balanced Insight Inc.
Next Steps
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Try» Online edition
Personalize» Contact for a personalized presentation/demo for
you or your company
More information» Send me some details and whitepaper
http://www.balancedinsight.com