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Agile Data Analysis – Considerations for
Implementing Data Projects
Steven Pesklo
Contact Steven Pesklo [email protected] (612) 360.0813
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• Expert in Agile Data Analysis, Project Management, and Data Governance solutions with over 20 years of experience implementing data solutions around the world.
• Frequent speaker on data concepts and implementations
• Industry Expertise: Finance, Healthcare, Retail, Software, Manufacturing, Government
• Master’s degree in International Finance • Bachelor's degree in Computer Science.
About Steve Pesklo
Contact Steven Pesklo [email protected] www.softlakesolutions.com (612) 360.0813
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Software Solutions:
• Ad Hoc Data Analysis – InfoZoom
• Data Governance – Collibra
Consulting Solutions:
• Data Profiling Consulting
• Data Quality Assessment
• Data Governance Consulting
Sales and Consulting Locations:
• Minneapolis
• New York
• Atlanta
• Phoenix
About SoftLake Solutions
Ad Hoc Data Analysis Solutions
Data Quality Data Governance
Solutions
Data Governance Data Analysis
Data Quality Assessment
Data Profiling Consulting
Aria Using the Interactive Keypads
Results are anonymous
Press “1” through “0”
Do not press Go or ?
Take a business card to consider for your next presentation
Contact: Tom Stuart
1 (877) 427-5111
www.interactiveconsultingresources.com
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Learning Objectives
1. Determine when agile concepts should be applied to data and business intelligence projects
2. Better understand some of the special considerations needed in data reporting projects
3. Help improve the overall success rate for your data analysis and business intelligence projects
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Why Agile, Ad Hoc Data Analysis?
“Between 70% to 80% of business intelligence projects fail”
- Gartner, Feb. 2011
Source
www.computerweekly.com/Articles/2011/01/25/244807/Poor-communication-to-blame-for-business-intelligence-failure-says.htm
Gartner’s Conclusions
• Poor communication between IT and the business
• Failure to ask the right questions about the real needs of the business
• Many of the businesses questions are psychological and sociological, not technical
• Make the mistake of looking at business intelligence as an engineering problem
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Does the Gartner conclusion ring true in your organization?
1. Yes, Gartner’s conclusion is correct
2. Yes, Gartner’s conclusion is partially correct
3. No, not at my company
4. Don’t know
Interactive Question: Success of BI?
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Agile Data Analysis
How to do it?
To frame the question, consider three categories:
People Process Technology
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Agile Data Analysis
People Process Technology
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“Tell me what you want to see… and I will do it for you.”
Why is this story relevant??
Lack of communication and a clash of working style
In Agile Data Analysis, “Tell me what you want to see… and I will do it for you”
does not work.
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The “People” part of agile analysis
Key Questions:
• Does your business organization know what they want?
• Can your business organization articulate what they want?
• Does your business organization have the technical skills to perform data analysis?
• Does your business organization have the subject matter expertise to perform data analysis?
• Is there a level of trust between IT and Business organizations?
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Agile Data Analysis
Process People Technology
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Does your organization use an Agile Project Development Methodology?
1. Huh? What’s Agile?
2. We have experimented with agile concepts
3. We can scrum better than a New Zealand rugby team
4. Don’t know
Interactive Question: Agile Familiarity?
Aria Approaches to Data Analysis
Requirements
Analyze & Design
Implement
Test & Evaluate
Deploy
Data Analysis Philosophies
• Waterfall Approach
• Agile Approach The Waterfall Approach
Aria Approaches to Data Analysis
Data Analysis Philosophies
• Waterfall Approach
• Agile Approach
The Agile Approach
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Are you familiar with or is your organization utilizing the Corporate Information Factory* or similar architectures?
1. I’m not familiar with the CIF concepts
2. I’m familiar, but my company does not have any CIF-type architecture strategy defined
3. We have a data architecture strategy in place, but do not refer to it as a CIF
4. We have a data architecture and reference it as a CIF-type architecture
Interactive Question: Using a CIF approach?
* = CIF as popularized by Bill Inmon
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An example of a Corporate Information Factory
Aria Typical Waterfall Implementation
Financial Application
CRM Application
Data Warehouse / Staging Area
Data Marts
Aria An Agile Case Study: New Acquisition
Financial Application
CRM Application
Data Warehouse / Staging Area
Data Marts
Acquired Financial Application or Book of Business
1
2
3
4
Discussion Point
• Business demands fast turnaround
• What does Agile mean in this case?
MS Access / Excel
5
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In your projects, which approach does your organization typically deploy?
1. Existing application
2. Staging area
3. Data mart
4. Reporting environment
5. Extract to a database
Interactive Question: What would be your approach?
Aria Data Analysis Spectrum
Requirements well defined and articulated
• Mature reporting infrastructure
• Well defined metadata
Waterfall Reporting
Agile Reporting
Requirements not well known
• Reporting infrastructure less mature
• Metadata not well defined
Business Consideration
• Stable business conditions
• Investment in IT systems and disciplines
Business Consideration
• Merger and Acquisitions
• Continuously changing businesses
• Forensics and Audit
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How is MS Access used within your organization?
1. For data analysis
2. As operational systems
3. Special business applications
4. We do not use a large amount of MS Access
(select all that apply)
Interactive Question: Pervasive use of MS Access?
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Agile Data Analysis
Technology People Process
Aria Many Technology Options
Ad Hoc Data Analysis Solutions
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What does Agile Data Analysis look like at your company?
• Are there technologies that meet your agile needs?
• Are they business friendly?
• Do your technologies support business discovery?
• Do the technologies require business users to program?
Technologies
“IT departments make the mistake of looking at data analysis as an engineering problem” - Gartner
Aria Take-Aways
Consider all parts of the solution • People • Process • Technology
People • Proactively communicate with business groups • Build trust with a partnership approach • Understand the business need for agile analysis • Pick a project that can build on success
People Process Technology
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Process • Have defined criteria when to leverage
Waterfall vs. Agile techniques • Have a support process for quickly analyzing data • Include agile analysis principles in an overall data
architecture
Technology • Avoid over-engineering a solution • Make certain the technologies can support agile
analysis • Does the technology allow for business
discovery?
Process
Technology
