business intelligence 101 in 5 steps

8
Thierry LELEU Senior Business Information Executive 8/19/2011 1 Thierry Leleu -2011

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BI 101 in 5 Steps is a short presentation to give you an overview of Business Intelligence / information management and a sense on how it can be rolled out in the enterprise.Your feedback and comments are welcome at [email protected],Thierry

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Thierry LELEU Senior Business Information Executive

8/19/2011 1 Thierry Leleu -2011

Understand your biggest obstacles to provide Information insight … Typically you are facing: • Data inconsistency & accuracy – data from different

systems and regions is inconsistent and cannot easily be compared or aggregated

• Leashed Data – A small subset of data is visible at the enterprise level; more information and granular data remain unused in non connected applications or repositories

• IT/Business Misalignment & low adoption – too much focus implementing technology instead of working to democratize information visibility through a Process driven BI approach

• …

8/19/2011 2 Thierry Leleu -2011

Put your Information strategy together

8/19/2011 3 Thierry Leleu -2011

In short, the overall strategy of Information management is to decouple data from applications, existing silos and create standardization across the disparate legacy data architecture for effective and improved information visibility. There are 4 Key components for Information Management to effectively deliver Information Insight:

1. Enterprise Central data management &

Enterprise Data Standards Data Stewardship and data governance- The data governance council and associated data stewardship has the goal to exert effective control over data standards by centralizing all data management /stewardship across the company.

2. Enterprise Metadata repository – Build authoritative view of data definition & location to uncover interdependencies, reduce duplication and speed up reusability across the enterprise. This will be the single picture of the Enterprise Information assets and will greatly facilitate information sharing and integration.

3. Enterprise Client registry (MDM) – Provide single view of the customer and leverage it across the IT applications and information landscape – Develop integration Infrastructure to create linkage across the n+ customer data bases.

4. Enterprise Data Warehouse (EDW) – coupled with a strong presentation layer, Offers Business users comprehensive, reusable, accurate source of data for analytics.

Move on… Prioritize BI efforts based on cross enterprise functional value, ROI and adoption

8/19/2011 4 Thierry Leleu -2011

1. Partner with business leaders to cascade high-level business goals to granular drivers of profitability and capital efficiency to surface a select set of critical metrics

2. Apply screening criteria such as actionability and predictive nature to ensure that measurement efforts are focused on the most impactful metrics.

3. Streamline prioritization by utilizing ROI proxies, such as cross-functional value of the data (revenue growth, productivity gain & cost saving )and integration complexity.

4. Ensure user adoption with a strong business alignment and change Management of the future solution that will likely bring new processes, technologies and potential new roles…

Ensure that you can scale, have the right organization, governance, skills and experience

on both IT and Business teams

8/19/2011 5 Thierry Leleu -2011

• Data Owners Formalizes requirements and validate new reports

• Data Domain Experts

Makes decision on processes, policies and changes to the data

• Data Stewards

Leads business data quality and accuracy & review processes

Data Governance Council

Enforces data policies/ procedures and monitors

data quality

Executive Business Champion(s)

Advisory Steering Committee Establishes business direction & governance, defines priorities, leads organization changes and sponsors

programs

Power User Club Promotes sharing/

awareness and drives reusability

IM Develops IM core

competencies to support business’ information needs

• Power Users Develops users skills • Business Analysts

Facilitates robust solution design

• Compliance Personnel Ensures compliance standards are followed

• End Users Uses standard set of KPI & reports

• IM Leader Promotes EDM vision, provides leadership & oversight for IM program

• Information Architect Develops & drives IM strategy and database architecture

• ETL Analysts Determines the optimal approach for obtaining data from diverse source

• BI Analysts Interprets business reporting needs in technical terms,

Business

Technology

8/19/2011 6 Thierry Leleu -2011

Do not forget to build an effective information management framework & architecture for an effective sustainability of your business solutions.

Business Units & Corporate Data • ECC • CRM • …

Information Integration Services (EAI, ESB,ETL..)

Proc

ess &

Qua

lity

Stan

dard

s

Governance & Monitoring

Information management framework

SaaS data

Enterprise Data Warehouse

• Order2Cash • Lead2order • Procure2Pay • HR Analytics ….

Master data • Customer • Product • Vendor • People • COA …..

HR

Marketing Sales

Enterprise & Analytical Reporting

Operational BI

Predictive Analytics BAM / BPM Mobile

BI

Collaboration & Social

Networking

Partners Data Competitor Information & Data enrichment

Web Analytics Data (OMTR,…)

External Data Integration Services (EDI, …) Finance

Presentation layer

Integration layer

Data Layer (EDW & MDM)

Data Services layer

Source Data layer

8/19/2011 7 Thierry Leleu -2011

Continuously monitor… with a strong partnership with the business leaders.

• Strategic Questions for the business o Which business performance areas the business is most concerned about? o What gaps in information are hurting decision-making processes?

Ensure that the users have access to the data necessary to perform their duties; therefore, data is shared across enterprise functions and organization

o Which specific areas require accelerated information visibility? Ensure that the data is defined consistently using common business language throughout the enterprise, and the definitions are understandable and available to all users….

• IT collaborative work… o Focus on processes that matter most to your Business o Produce & analyze utilization and adoption report for current dashboards - Update

metrics periodically to ensure continued relevance and retire less relevant ones over time

o Get understanding of current data silos (shadow IT) and evaluate Costs and constraints for customizing analytics tools

o RE evaluate resources required and cost for collecting and distributing metrics

8/19/2011 8 Thierry Leleu -2011

Please send you feedback & comments to [email protected] Thank you, Thierry