bi maturity model
DESCRIPTION
TRANSCRIPT
BI APPLICATION CATEGORIES
• Mul$-‐dimensional Analysis • Click-‐stream analysis • Data mining • Forecas$ng • Business analysis • Balanced scorecard prepara$on • Informa$on visualiza$on • Querying, repor$ng, and char$ng • Geospa$al analysis • Knowledge management • Enterprise portal • Mining for media data • Digital dashboard access
Source: Business Intelligence Roadmap – The complete project lifecycle for decision support, by Larrissa Turpeluk Moss and Shaku Atre
Major BI Application Categories
• Corporate performance management
• Methodologies, metrics, processes, and systems used to monitor and manage the business performance of an enterprise (Gartner)
• Decision support
• An interactive software-based system intended to help decision makers compile useful information from a combination of raw data, documents, personal knowledge, or business models to identify and solve problems and make decisions (Wikipedia)
• Knowledge management
• Comprises a range of strategies and practices used in an organization to identify, create, represent, distribute, and enable adoption of insights and experiences. Such insights and experiences comprise knowledge, either embodied in individuals or embedded in organizational processes or practice (Wikipedia)
Major BI Application Purposes
BI CAPABILITY MODEL
3
BI Metrics Capability
Level 1: Raw data
Level 2: Simple metrics
Level 3: Compound metrics
Level 4: Customizable metrics
BI UX Capability
Level 1: Manual (no tools at all)
Level 2: Static (scheduled/on-demand/prepared)
Level 3: Interactive (dashboard)
Level 4: Cascading (scorecards)
BI Data Capability
Level 1: Current
Level 2: Historical (DM) Level 3: Aggregated (WH) Level 4: Lifecycles (Analytical)
BI Analytics Capability
Level 1: Fact (what happened)
Level 2: Reactive (why happened)
Level 3: Anticipative (how happens)
Level 4: Predictive (what to happen)
EXPECTED MATURITY LEVEL
4
Category Data Capability Metrics Capability Analy$cs Capability
UX Capability
Mul$-‐dimensional analysis L3: Aggregated L3: Compound L2: ReacAve L1: Manual
Click-‐stream analysis L1: Current L2: Simple L1: Fact L3: InteracAve
Data mining L2: Historical L4: Customizable L1: Fact L2: StaAc
Forecas$ng L4: Lifecycle L3: Compound L4: PredicAve L3: InteracAve
Business analysis L4: Lifecycle L4: Customizable L4: PredicAve L4: Cascading
Balanced scorecard L4: Lifecycle L3: Compound L3: AnAcipaAve L4: Cascading
Informa$on Visualiza$on L4: Lifecycle L3: Compound L4: PredicAve L3: InteracAve
Querying and repor$ng L3: Aggregated L2: Simple L3: AnAcipaAve L3: InteracAve
Geospa$al analysis L4: Lifecycle L4: Customizable L3: AnAcipaAve L3: InteracAve
Knowledge management L4: Lifecycle L4: Customizable L4: PredicAve L3: InteracAve
Enterprise portal L3: Aggregated L3: Compound L3: AnAcipaAve L3: InteracAve
Mining for media data L2: Historical L4: Customizable L1: Fact L2: StaAc
Digital dashboard access L4: Lifecycle L3: Compound L3: AnAcipaAve L3: InteracAve
Each category of BI applica$on has its designed capabili$es and expected level of capability
An application of a higher level of capability does not necessarily means it also contains all lower level capabilities. But it implies the lower level capabilities are already accessible within the organization
A real-world application may go across multiple categories
Categorical Minimum Capability Expectation
DECISION MAKING SUPPORT ANALYSIS FRAMEWORK!
Type Category
Predic$ve/ Forecast
An$cipate/Monitoring
Reac$ve/ Postmortem
Facts/ Raw Data
Market Analysis Top prospects; Competitive; Coverage; Inventory;
Competitive; Market share;
User conversion; Competitor event correlation;
Competitor traffic; Competitor intelligence;
Scenario Analysis
Product offering; Solution offering; Partner performance forecast;
Renewal assessment; Optimization opportunity analysis; Comparative analysis;
Purchase Analysis
Deal model; Budget allocation; Overall profitability analysis;
Budget allocation; Overall profitability analysis;
Cost-benefit Analysis
Deal model; Profitability analysis;
ROI analysis; Strategic performance analysis;
ROI analysis Cross product/geo performance comparison;
Payout-ratio; Partner traffic;
Causal Analysis Opportunity publication; Opportunity subscription;
Alert drill-down; Event impact monitoring; Trend analysis;
Event publication; Event subscription; Event annotation; Event correlation;
A way to organize all current and upcoming decision support analysis and repor$ng work to facilitate the BI requirement analysis and knowledge organiza$on
Main BI activities are decision making analysis and reporting
Along with the sales lifecycle and types of the data in need, we can group the analysis and reports into 5 major categories.
Decision Making Analysis Framework
PERFORMANCE MANAGEMENT MATURITY FRAMEWORK!
Source: A Capability Maturity Model for Corporate Performance Management by Logica
KNOWLEDGE MANAGEMENT MATURITY FRAMEWORK
7
Maturity Level Behavior Goals Infrastructure Goals
Level 1: Possible People voiced the need; Sporadically and voluntarily sharing the knowledge;
Inventory of knowledge assets;
Level 2:Encouraged Knowledge is valued as an asset; CulAvated as an organizaAon culture to share; Leadership endorsement and commitment; Encouraged and rewarded for sharing;
Knowledge is persistent in some way; Tracking of tacit and implicit of knowledge;
Level 3: Prac$ced/Enabled Knowledge sharing is pracAced; Goals are set; Sharing becomes a common pracAce;
Tools and mechanisms to enable the acAviAes of sharing the knowledge;
Built integrated knowledge repository; Built knowledge taxonomies;
Level 4: Managed Co-‐workers find it easy to share the knowledge; Higher successful rate in locaAng sought knowledge; Knowledge sharing acAviAes are monitored and measured;
Easy of use for the tools; Promote and mandate the use of knowledge sharing tools and mechanism;
Change management principles are endorsed;
Level 5: Con$nuously improved Mechanisms and tools for accessing knowledge are widely accepted and accessible;
SystemaAc effort in measuring and improving the knowledge sharing;
Contents in the tools and mechanisms are refreshed and up-‐to-‐date;
Tools and mechanisms are periodically enhanced and upgraded; Business processes for sharing knowledge are frequently reviewed;
Source:
BI MISSION & BI ANALYSIS FRAMEWORK!
Type Category
Predictive/Forecast
Anticipate/Monitoring
Reactive/Postmortem
Facts/Raw Data
Market Analysis Top prospects; Competitive; Coverage; Inventory;
Competitive; Market share;
User conversion; Competitor event correlation;
Competitor traffic; Competitor intelligence;
Scenario Analysis Product offering; Solution offering; Partner performance forecast;
Renewal assessment; Optimization opportunity analysis; Comparative analysis;
Purchase Analysis
Deal model; Budget allocation; Overall profitability analysis;
Budget allocation; Overall profitability analysis;
Cost-benefit Analysis
Deal model; Profitability analysis;
ROI; Strategic performance analysis;
ROI; Cross product/geo performance comparison;
Payout-ratio; Partner traffic;
Causal Analysis Opportunity publication; Opportunity subscription;
Alert drill-down; Event impact monitoring; Trend analysis;
Event publication; Event subscription; Event annotation; Event correlation;
Foster best prac$ces with the use of technology to support BI ac$vi$es regarding direct partnerships
Mission
Main BI activities are decision making analysis and reporting
Along with the sales lifecycle and types of the data in need, we can group the analysis and reports into 5 major categories
Decision Making Analysis
Framework
BI SCOPE!Only limited to the strategic business at the current stage Focus mainly on BI tools development and roll-out Mainly focus on strategic reporting needs
Strategic Reporting
Operational Reporting
Executives
Regional Lead
Vertical Lead
BDs
Pre-sales
Account Managers
Product Category
Display Ads AFS AFC Text AFD
Market Analysis High Priority Medium Priority Low Priority Low Priority
Scenario Analysis High Priority Low Priority Low Priority Low Priority
Purchase Analysis Low Priority Low Priority Low Priority Low Priority
Cost-benefit Analysis Medium Priority Medium Priority Medium Priority Medium Priority
Causal Analysis Medium Priority Medium Priority Medium Priority Medium Priority
BD’S BI NEEDS ASSESSMENT & PRIORITY HEAT MAPS!Adver$ser & publisher acquisi$on is the top priority
GAP ANALYSIS & ALIGNMENT STRATEGY!
Category BI Priorities Current BI Capabilities PSO Alignment Plan Market Analysis High Priority for
Distribution Business None Built a BI practice knowledge sharing site
Scenario Analysis Low Priority No need yet
Purchase Analysis Low Priority No need yet
Cost-benefit Analysis
Medium Priority Weekly distribution report Enhance reporting system to support Sales Finance and Channel Strategy
Causal Analysis Medium Priority for Referral deals
BI handyman tool Integrate some of the BI handyman tool features into the Magellan project
Focus on best prac$ce sharing and enhancing BI data quality
