Frucor’sBusiness Intelligence

Strategy Journey

Agenda

1. To Create is to Own

2. Synthesize and Collaborate

3. Build a Plan, Sell it, Deliver it

History

1. Strategy project in 2007

2. Architecture issues

3. Questions around toolset strategy

4. Departmental coverage issues

5. Reporting model issues

Limited Progress to mid-2011

1. Strategy had not been refreshed…limited focus

2. No agreed program of work…resourcing issues

3. Technical landscape unclear

To Create is to Own

1. We didn’t create it

2. It wasn’t in our own words

3. We didn’t own it

• Implement Business Objects BI4

• Migrate to SAP Hana (Dev/Test/Prod)

• Implement BPC

• Build Simplified Architecture

• Migrate Cube Content

Technical Migration

Re-ArchitectFor Hana

• Promote New Tools

• Retire Cubes / Excel

• Target Worst Performing Reports……

User Migration

Technical Progress in 2012

2013…Back to Basics

1. What exactly is an IT or BI strategy?

2. Why bother…it’s a lot of work

3. What does it look like…it must be simple

Synthesize and Collaborate

“Combine (a number of things) into a coherent whole”“The action of working with someone to produce something”(The Oxford Dictionary)

1. Key stakeholder workshops - collaboration

2. Business Function EngagementBFA4’s

3. IT Collaboration and Synthesis

2. FlitePlan Approach IT Strategic Planning Methodology

Set-up& Prep

Themes & Messages

BusinessFunction

Strategies

IT FunctionDomain

Strategies

Enterprise context & strategy

IT context & trends

RoadMapsIT Value Proposition & Vision

EFM

ITVP

BFa4

FM&DPs

links

1 Page

collab

Business Service & Process Map – BI Coverage

BI Function RAG Status

1 Initial 2 Basic 3 Intermediate 4 Advanced 5 Optimal

Toolsets-Data Analysis

-ETL-Rpt writing

Support adhoc data analysis

SUPPORT ANALYSIS CAPABILITY

Provide analysis tool training & support

Administer access to Analysis tools

Select & maintain Tools Create & maintain

Data architecture

Administer and run ETL processes

CREATE & MAINTAIN DATA REPOSITORIES

Data Repositories

Design & develop reports

CREATE & SUPPORT DISTRIBUTABLE ANALYTICSDevelop & communicate training documentationGather & analyse

requirementsSupport & Maintain

Reports

Adv Analytics Dashboards

GOVERN BI PORTFOLIO & PIPELINEBI&R

ArchitectureBuild & maintain BI KDM relationships

Oversee and Prioritise BI&R pipeline & portfolio

BI&RRoadmap

Manage vendors & suppliers

Tools

BI CC

StandardReports

Design & develop Analytics / Dashboards

Build & Maintain Semantic Layer

Semantic Layers

Develop & communicate Data Dictionary

CURRENT STATE• Cutting edge database platform for BW• SAP Native ETL (extractors from ECC to

BW)• Multiple strategies and platforms• Multiple semantic approaches• Multiple ETL technologies• Redundancy across multiple technologies• User skill level for tools• Definitions, KPIs and lineage unclear• Highly complex data processing

2

Example: Repositories

FUTURE STATE• Condensed ETL processes• Single re-usable repository• Hana centric repositories• End to End integrated SAP• Data Definitions and Dictionary

DEFINITION – Create and Maintain Data Repositories – ETL Processes, Data Repositories, Data Quality, Semantic Layers, Definitions and Documentation

INITIATIVES1. Replicate existing Microsoft Analysis cube data requirements in BW/Hana2. Produce definitions and Data Dictionary

5

SEMANTIC (DE-GEEK) LAYERS

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Business Intelligence Overview

At Frucor, BI is an IT function that supports corporate data, reporting, analysis and advanced analytics for

decision-making through information analysis.

Business Intelligence (BI) is an umbrella term that includes the applications, infrastructure and tools, and best practices that enable access to and analysis of information to improve and optimize decisions and performance - Gartner

SERVERS

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USERS

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REPORTS

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QUERIES

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DATABASES

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APPLICATIONS

Maintain Repositories & Semantic layers

Data Repositories &

Semantic Layers

Provide tools and Support Analysis Capability

AnalyticTools

Create & support Standard Reports & Analytics

Standard Reports& Analytics

Govern BI portfolio & work pipeline

BI Toolsets

ForInformationConsumers

Behind thescenes foreveryone

For Information Analysts

BI Current State: Business View

Create & support standard reports & analytics

Provide tools & support Analysis capability

Manage Data Repositories and Semantic layers

Data Repositories & Semantic

Layers

AdvancedAnalysis

Tools

Standard Reports

& Analytics

Govern BI portfolio and work pipeline BI Toolsets

Good enough OK but we want to improve High priority focus

• There is a lack of access to quality reports and Information

• Self-service hasn’t worked for core reporting, why can’t IT provide this?

• There is a significant lack of Reporting resource

• There is confusion regarding tool selection

• There is a lack of skill in the use of our tools

• Frucor’s BI system has insufficient coverage of our Business

ForInformationConsumers

Behind the scenes foreveryone

For Information Analysts

Source … - Australia and New Zealand BI Strategy Workshops (Mar / Apr ’13)- 1 on 1 interviews with Directors through IT Strategy Initiative (Apr / May ‘13)

BI Vision and StrategyVISION:

Timely insights for better decisions

Rationalise our tools

IT capacity to engage, educate and evangelise

Leverage BI for competitive advantage

IT delivers standard reporting capability (own the last mile)Co-invest in growing Frucor BI capability

Better insights through visual, mobile and predictive analytics

Co-invest to grow coverage and capability

Run Grow & Transform

Building the Plan

• Director Support Essential

• Co-investment

– #1 priority was to get commitment for their key people’s time

– Invest in “information analyst” capability with a training budget

– IAs commit to training, using new tools and phasing out old tools

What we asked for:

Building the Plan

• Co-investment through BI Sprints

– One sprint per country per quarter

– Department has the full focus of the BI team for the quarter

– A BI budget for developing data extracts

– Senior BI analyst embedded in the department for six weeks

What we offered:

Sell the PlanQ3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014

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BI Sprint Pilot Project

NZ Sales (CI)

NZ Logistics

NZ Supply Chain

NZ Finance

Project 1

Project 2

Project 3

Project 4

Project 5

Projects

BI S

prints

Lessons Learned

1. External support helps with process…own it internally

2. Start early…it can take a while

3. Synthesis and collaboration…that’s the key

Strategy:

Lessons Learned

1. Director ownership is essential

2. Run each sprint as a separate project - time boxed

3. Create a dust storm…communicate success

Planning & Delivery:

Wrap Up

1. To Create is to Own

2. Synthesize and Collaborate

3. Build a Plan, Sell it, Deliver it