bi capability planning (defining business-driven it strategy & services)
TRANSCRIPT
1
BI Capability Planning
& Solution Architecture
Defining Business-Driven IT Strategy & Services
Rod Dickerson
2
Objective
To define a BI Services Capability Framework and process for the purpose of assisting in:
1. Managing ourselves
Identifying core service offerings, capabilities, and metrics
2. Managing our client relationships
Enabling proactive engagement with internal and external partners based on service offerings and capabilities
3. Maturing our service offerings (in a prioritized manner) based on business alignment
Identification of capability improvement opportunities – mapped to business priorities
4. Managing our investments
Investment planning based on known required capabilities mapped to project portfolio
5. Managing our technology assets and operational cadence
Improving technology lifecycle management – identifying opportunities to leverage, extend, or retire assets based
on service capability and business alignment
What are we trying to do?...
3
Our LOB Business
Partners
Ourselves
The Enterprise
Tighter Alignment, Enablement & Risk Management Change is constant - requirements traceability is imperative
Scorecard to the business – knowing where improvements are needed
Continuous Improvement & Maturity Capabilities measurement
Gap analysis and opportunity identification
Focused Investment in those things that Make a Difference Highlight spend & ROI
Better lifecycle management (keep, invest /grow, retire)
Why do this? Realities facing our business require a disciplined approach to addressing the current & future challenges of:
Increasing volume and complexity of information requirements
Proper utilization of assets in support of priorities
Higher Demand for more integrated and timelier reporting of
customer Information across brands, channels and markets
Meeting these challenges requires…
Increasing competition and time to market
Key Challenges
A
B
C
Delivering Value to:
1
2
3
4
4
Data Becomes Valuable if and only if our Business Partners:
1
2
3
4
5
Recognizing & addressing what’s important to the Business
Data Acquisition (getting data in)
& Data Storage (data @ rest)
Metadata / Catalog
(business rules & context)
Data Access / Presentation
(getting data out)
Availability, Performance,
Toolsets, Technologies & Support
Quality, Consistency & Security
IT Focus
(Solution Architecture Layers):
1
2
3
4
5
Governance
Business Imperatives
Requirements
Can ACCESS the data
HAVE the data
KNOW they have the data
Can USE the data
Can TRUST the data
Developing Business-driven architecture and process to satisfy requirements…
IT Policies & Standards
5
BI / EDW Roadmap & Strategies
Business Strategy /
Imperatives
IT Strategy & Direction
BI Agenda
BI Capability Framework
BI Services
Project Portfolio
Key Components of ‘Value Delivery’….
How BI / EDW Enables the Business
6
Planning
Directing
Monitoring
Operational
Efficiencies
Customer
Experience
Customer
Insight Time
to Market
A
B
C
D
Business Imperatives drive the BI Agenda
Positioning the BI / EDW Group to better Enable the Business
Business Imperatives
BI Agenda
7
Key Focus Areas (KFAs)
8
Measu
res
Measu
res
Measu
res
Measu
res
A1. Data Mining
A2. Predictive Modeling
A3. Emerging Technologies
C1. SLA Mgmt & Monitoring
C2. Tech Lifecycle Mgmt
C3. Cost Containment
C4. Risk Mgmt / DR
C5. Consolidate & Retire (Data Mart Rationalization)
Getting Focus…
Identifying Specific BI Capabilities / Enablers that Move the Business Forward
D1. Intra-day Updates
D2. Operational BI
D3. Data Consistency
B1. Data Stds & Governance
B2. Repeatable Process
B3. Forecasting & Planning
B4. Reusable Patterns
BI Inflection Points
Planning
Directing
Monitoring
Operational
Efficiencies
Customer
Experience
Customer
Insight
Time to
Market
A
B
C
D
9
Inflection Points / Project Mapping
Projects
Advanced
Analytics Speed & Agility Optimize, Leverage & Extend Integration
A1 A2 A3 B1 B2 B3 B4 C1 C2 C3 C4 C5 D1 D2 D3
Data
min
ing
Pre
dic
tive
Modelin
g
Em
erg
ing
Technolo
gie
s
Da
ta S
tand
ard
s
& G
overn
an
ce
Repeata
ble
Pro
cess
Fore
castin
g &
Pla
nnin
g
Reu
sable P
attern
s
SLA
Managem
ent
Tech
Life
cycle
Managem
ent
Cost
Co
nta
inm
en
t
Ris
k
Managem
ent /
DR
Consolid
ate
&
Retire
Intra
-day
Up
da
tes
Opera
tional B
I
Data
Consis
tency
1 Project X X X X X
2 Project X X X X
3 Project X X X X X
4 Project X X
5 Project X X
6 Project X X
7 Project X X
8 Project X X X
9 Project X X X
10 Project X X
11 Project X X
12 Project X X X X X
13 Project X X X X X X X
Illustrative Only!
10
Capabilities / Project Alignment
BI A
ge
nd
a Projects
BI Services Capabilities
Reporting Centers Access
Servic
es
Information Services Data Services
Reporting & Analytics BI Applications Data Management Platforms
Mark
etin
g
Merc
han
dis
ing
Dem
an
d &
Deplo
ym
en
t
Sto
re O
pera
tions
Web O
pera
tions
Fin
ance
Sale
s
Logis
tics
Self S
ervic
e
Schedule
d R
eports
Dashboard
s
Data
Min
ing
Query &
Reportin
g
Vis
ualiz
atio
n
Colla
bora
tion
Mic
roS
trate
gy
SA
P B
W
SA
S
Unic
a
ET
L
Data
Inte
gra
tion
Data
Modelin
g
Meta
data
QA
/ Testin
g
ED
W
VS
D D
W
Data
Marts
Advanced
Analy
tics
Project X x x x x
Project X x x x x
Speed Project X x
Optim
ize
Project X x
Project X x
Project X x
Project X x
Project X x
Project X x x
Project X x
Data
Ava
ilability
Project X x X X X
Project X x x x
Illustrative Only!
11
BI A
ge
nd
a Projects
BI Services Capabilities
Functional Domains
Access
Servic
es
Information Services Data Services
Reporting &
Analytics BI Applications Data Management Platforms
xxx
xxx
xxx
xxx
xxx
xxx
xxx
xxx
Self S
ervic
e
Schedule
d R
eports
Dashboard
s
Data
Min
ing
Query &
Reportin
g
Vis
ualiz
atio
n
Colla
bora
tion
Mic
roS
trate
gy
SA
P B
W
SA
S
Unic
a
ET
L
Data
Inte
gra
tion
Data
Modelin
g
Meta
data
QA
/ Testin
g
ED
W
VS
D D
W
Data
Marts
Advanc
ed
Analy
tic
s
Project X x x x x
Project X x x x x
Speed Project X x
Optim
ize
Project X x
Project X x
Project X x
Project X x
Project X x
Project X x x
Project X x
Data
Ava
ilabili
ty
Project X x X
Project X x x x
Capabilities / Project Alignment
For each intersect, the following solution set components should be followed, updated, or created:
Guiding / Design Principles
Policies / Standards
Approved Technologies
Approved Configurations
Design Patterns
SLA & Operational Metrics
Authoritative Sources
Master Data
Requirements Traceability Matrix
Solution Set Components
Internal BI Solution Reviews can be conducted using Solution Set Components SOLUTION REVIEWS
Illustrative Only!
Operational
Efficiencies
Customer
Experience /
Touch
Customer
Insight /
Loyalty
Game
Changing
Business
Opportunities
12
Establishing the BI Architecture Direction Architecture Planning Guide (enabling the BI Agenda)
……
Architecture Component View Primary Concerns
Identification of what data assets exist and how they’re used (context) by whom supporting which business processes
Documented data owners & stewards by subject area
Where should data be reported from (with what tools)?
3
5
7
8
9
12
Capabilities, process, people, technology, standards, and governance needed to leverage our data assets
What are the key business questions that drive the Business, and what data is needed to answer them?
……
.
……
……
..
……
10
Identification of authoritative data sources 4
13
1
Ad
van
ced
An
aly
tics -
B
ig D
ata
Data
In
teg
rati
on
& A
vailab
ilit
y
Optimize, Leverage & Extend - Operational Excellence
Speed & Agility - Execution & Delivery
……
……
……
……. 11
Data design and modeling patterns
Physcial data model
In what order should replicated data be updated?
How should data be accessed/secured (across locations)?
Data replication approach and patterns
2 Cross-organizational structure required to ensure data decisions are being made consistently an din keeping with strategy
…… …. GOVERNANCE
METADATA
DATA MANAGEMENT
DECISION SUPPORT
Supporting Artifacts
Data Catalog
Data Steward Directory
Enterprise Data Model & Standards
Data Management Plan
Data Distribution Strategy
Reporting Center Heat Map
Update Patterns
Data Store Classification
Enterprise Reporting Strategy
BI Service Capabilities Framework
Data Access Policy and Stds
Governance Framework & Process
Performance Security & Privacy High Availability / DR
…… 6 Data flows and transformation rules ETL Mappings & Logic Catalog
13
Tying it All Together: End-to-End Value Delivery BI Capability Mapping
BI Solution Reference Model (SRM) BI Services
BI Organization
“defining BI’ specific capability & implementation details” “providing guidance in the context of the enterprise”
Guiding Project Level Delivery Enabling the Enterprise (Common Business Requirements and IT Direction)
Business Alignment & Planning Solution Architecture
BI Framework
Tech
nic
al
Cu
sto
mer
Facin
g
Pe
op
le
Infr
astr
uctu
re
Ap
plic
ati
on
Te
ch
no
log
y
Ch
an
ge
M
gm
t
PM
O
Pro
ce
ss
3.0
Fin
ance
Self-Service Reporting
Scheduled Reporting
Dashboards
Data Mining
Advanced Analytics
visualization
MicroStrategy
SAP BW
SAS
Unica
ETL
….
Core Capabilities Listing (CLs)
Business Domain
Scenarios
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
3.10
3.11
…. *Provides application details to support
BI Service Catalog Fit/Gap Analysis &
implementation
3.1
Operations / SLAs
Security Access Policies
Infrastructure / Tech
Update Patterns
Data Distribution Plan
i
h
g
Data Model
ETL Mappings
Data Catalog
Common Rqts View a
b
c
d
e
f
BI Architecture
Planning A2 B2 B1
Required
Competencies A1 Target-State
Roadmap B3
BI / EDW Roadmap &
Strategies
Business Strategy /
Imperatives
LTS Strategy &
Direction
BI Agenda
Inflection Points
BI Service Capabilities
Project Portfolio
Planning
Directing
Monitoring
Operational
Efficiencies
Customer
Experience /
Touch
Customer
Insight /
Loyalty
Game
Changing
Opportunities
A
B
C
D
Rqts Traceability 3.2.1
Guiding Principles 3.2.2
SLA / OLAs 3.2.3
Policies / Standards 3.2.4
Approved
Technologies 3.2.5
Configurations /
Interfaces 3.2.6
Authoritative
Sources 3.2.7
…… 3.2.8
3.N Finance – ….
Rqts Traceability 3.2.1
Guiding Principles 3.2.2
SLA / OLAs 3.2.3
Policies / Standards 3.2.4
Approved
Technologies 3.2.5
Configurations /
Interfaces 3.2.6
Authoritative
Sources 3.2.7
…… 3.2.8
3.2 Finance –Scheduled Reporting
Rqts Traceability 3.1.1
Guiding Principles 3.1.2
SLA / OLAs 3.1.3
Policies / Standards 3.1.4
Approved
Technologies 3.1.5
Configurations /
Interfaces 3.1.6
Authoritative
Sources 3.1.7
…… 3.1.8
3.1 Finance –Self-Service Reporting
Analysis
Architecture Component View Primary Concerns
Identification of what data assets exist and how they’re used (context) by whom supporting which business processes
Documented data owners & stewards by subject area
Where should data be reported from (with what tools)?
3
5
7
8
9
12
Capabilities, process, people, technology, standards, and governance needed to leverage our data assets
What are the key business questions that drive the Business, and what data is needed to answer them?
Persis
tence
Desig
n
Dis
trib
ution
Reporting
10
Identification of authoritative data sources 4
13
1
Advanced
Analy
tics
- B
ig D
ata
Data
In
tegration
& A
vailability
Optimize, Leverage & Extend - Operational Excellence
Speed & Agility - Execution & Delivery
Inventory
Ownership
Sourcing
Access & Security 11
Data design and modeling patterns
Physcial data model
In what order should replicated data be updated?
How should data be accessed/secured (across locations)?
Data replication approach and patterns
2 Cross-organizational structure required to ensure data decisions are being made consistently an din keeping with strategy
Structure
Referenc
e Model
GOVERNANCE
METADATA
DATA MANAGEME
NT
DECISION SUPPORT
Supporting Artifacts
Data Catalog
Data Steward Directory
Enterprise Data Model & Standards
Data Management Plan
Data Distribution Strategy
Reporting Center Heat Map
Update Patterns
Data Store Classification
Enterprise Reporting Strategy
BI Service Capabilities Framework
Data Access Policy and Stds
Governance Framework &
Process
Performance Security & Privacy High Availability / DR
ETL 6 Data flows and transformation rules ETL Mappings &
Logic Catalog
Current State
Target State
Delive
rab
les
BI Framework Service Catalog Service Solution Set Technology Blueprint Solution Reference
Model
Business Imperatives BI Agenda IT Standards Vendor Roadmaps Industry Best Practices
14
Technical Fixes /
Stabilization Efforts
Leveraging
Current-State
Extending Capabilities
Strategic Initiatives
(NEXT GENERATION)
Upgrades / Regulatory /
Security
Investment Priority 1
“RUN” Investment Priority 2
“LEVERAGE” Investment Priority 3
“EXTEND ”
Framework for Identifying BI / EDW Investment Priorities
FOR DISCUSSION PURPOSE ONLY
15
1. What business problems are we trying to solve? a. … what is the business context (… and related processes)?
2. What data is available for decision making / reporting? a. … where does it come from (what systems)?
b. … what is the timeliness of the data? … how often is it refreshed?
c. … was it inserted or derived?
d. … has it been modified (transformed)?
e. … how and where is the data stored (platform & data store)?
f. … does the same data exist in mutiple places?
g. … what is the authoritative source?
h. … who owns the data? / who uses it?
i. … and what business process(es) / workflow does it support?
3. What data is needed for reporting and when; how often? a. ... to support which business functions / users?
b. … presented / accessed in what way(s)?
c. … from what data store(s) / tables / columns?
d. … with what tool(s)? … on what device(s)?
e. … to answer which questions?
Start Here: Leading Questions to Defining a BI Architecture Strategy The ability to answer / address the following questions is key to defining a comprehensive strategy