Driving high value, low cost Business IntelligenceSteve Psichalos, C3 Business Solutions
• Why BI is a Top Priority for CIOs
• Building a BI business case
• Agile BI
• BI in the Cloud
• Mobile BI
Today’s Session
• Mobile BI
• Key Takeaway
Current & Recent Clients
Why is BI a Top Priority for CIOs?Why is BI a Top Priority for CIOs?
Toolset capability
Proliferation of data
Sophistication of users
Why is BI a top priority for CIOs
Business climate tighter
Differentiate only through intelligence
Building a BI Business CaseBuilding a BI Business Case
Case Study: Cost of Reporting
Building a BI Business Case
Measurable Realised
Measurable benefits &/or
savings
Realised quickly
Our Research Shows…
Save
Per 1,000 FTEs
Save $2M+
paWith
Automated BI
$12
$14
$16
$18
Op
po
rtu
nit
y:
$M
illi
on
pa
Research ResultsCollated Client Savings Opportunity
(collected during C3 Strategies)
$0
$2
$4
$6
$8
$10
0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000 11000
Op
po
rtu
nit
y:
$M
illi
on
pa
# FTEs
Research Results
Saving Opportunity pa through Automated BI
$18
$20
Dept Savings pa
A $254,000
B $71,800
C $331,000
D $752,190
E $66,500
F $541,000
G $283,510
$0
$2
$4
$6
$8
$10
$12
$14
$16
0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000 11000
Sa
vin
gs
: M
illio
n p
a
# FTEs
G $283,510
Total $2,300,000
A Solution Path
Information Management & Business Intelligence
Strategy Development
5DEFINE VISION
SOLUTION
4
2
ESTABLISH TARGET
STATE VISION1INITIAL
ASSESSMENT
6DEFINE
ROADMAP,
Business Trends
Industry Trends
0
C o m p l e t i o n i n 6 - 1 2 w e e k s
SOLUTION BLUEPRINT &
IMPACT ASSESSMENT
GAP ANALYSIS
3ANALYSE CURRENT
STATE BUSINESS & IT
ASSESSMENT & BUSINESS FUNCTION ANALYSIS
ROADMAP, BUSINESS
CASE & GOVERNANCE
IT Strategy
PROJECT STARTUP
3ANALYSE CURRENT
STATE BUSINESS & IT
Research Methodology
Current State Assessment Process
CalculationSaving = # items * frequency * cost of
avg. employee
Breakdown By Departments or
Divisions
Measurement Report generation effort to source,
manipulate & present data
avg. employee
Case Study Results
Survey Instrument
Dept Report Report Name
Rep
ort
Bu
sin
ess
Imp
act
1-H
igh
-5-L
ow
Rela
ted
Pro
gra
m
Man
ual
/ A
uto
G
en
era
tio
n
Fre
qu
en
cy
Overa
ll
Co
mp
lexit
y1-L
ow
-5-H
igh
Delivery
Fo
rmat
# D
ays f
or
Rep
ort
Gen
.
To
tal
Co
st
(K)
Min
An
nu
al
Rep
ort
Co
st
Max A
nn
ual
Rep
ort
Co
st
Extr
act
Co
st
(K)
Exte
rnal
Co
sts
(K
)
Mid
po
int
Exte
rnal
(pa K
)
No
. S
ou
rce
Syste
ms
So
urc
e S
yste
m
#
To
tal
# T
ab
les
invo
lved
To
tal
# f
iles
invo
lved
# E
mp
loyees
Invo
lved
PRO/BAU
Related Business Processes
E Auto R Removed for privacy Medium ABD Manual Quarterly 5 Online 14 $20K $155,264.67 $155,264.67 2 $20K 2 6 6 5 4 30 BAU Removed for Privacy
E Auto R Removed for privacy Medium DBG Manual Quarterly 5 Online 14 $20K $642,077.00 $642,077.00 1 $20K 5 6 6 5 4 1 BAU Removed for Privacy
F Auto R Removed for privacy Medium GBCC Manual Quarterly 5 Online 14 $20K $641,005.00 $641,005.00 4 $20K 5 6 6 5 4 1 BAU Removed for Privacy
Current Report Generation Effort
• 530+ individual reports for $2.3M saving
F Auto R Removed for privacy Medium GBCC Manual Quarterly 5 Online 14 $20K $641,005.00 $641,005.00 4 $20K 5 6 6 5 4 1 BAU Removed for Privacy
F Auto R Removed for privacy Medium DBG Manual Quarterly 5 Online 14 $20K $680,392.67 $680,392.67 6 $20K 5 6 6 5 4 1-2 BAU Removed for Privacy
F Auto R Removed for privacy Medium DBG Manual Quarterly 5 Online 14 $20K $632,724.00 $632,724.00 1 $20K 5 6 6 5 4 5-7 BAU Removed for Privacy
F Auto R Removed for privacy Medium ABD Manual Quarterly 5 Online 14 $20K $866,666.67 $866,666.67 2 $20K 5 6 6 5 4 5-7 BAU Removed for Privacy
F Custom Removed for privacy Very High GBCC Manual Annually 5 MSWord 30 $20K $30,000.00 $40,000.00 11 0-$500 6 2 1 6 3 1-2 BAU Removed for Privacy
F Auto R Removed for privacy Very High GBCC Automatic Daily 3 PDF 1 $10K-$15K $10K-$15K $10K-$15K 6 0-$501 6 20 7 12 4 1-2 BAU Removed for Privacy
F Auto R Removed for privacy Medium GBCC Manual Weekly 3 PDF 1 $20K $2K-$5K $2K-$5K 2 0-$502 2 4 7 6 3 1-2 BAU Removed for Privacy
F Internal Removed for privacy Very High GBCC Manual Quarterly 4 MSExcel 1-2 $15K-$20K $2K-$5K $2K-$5K 2 0-$503 2 20 7 3 1 1-2 PRJ Removed for Privacy
F Internal Removed for privacy Very High EXLQ Manual Yearly 4 PDF 14 $20K $5K-$8K $5K-$8K 2 0-$504 2 20 7 4 2 1-2 BAU Removed for Privacy
G Internal Removed for privacy Very High EXLQ Manual Yearly 4 PDF 14 $20K $5K-$8K $5K-$8K 2 0-$500 2 4 7 5 5 1-2 PRJ Removed for Privacy
G Custom Removed for privacy Very High EXLQ Manual Weekly 4 MSExcel 1-2 $15K-$20K $20K $20K 2 0-$502 2 20 7 4 2 1-2 PRJ Removed for Privacy
G Custom Removed for privacy Very High DBG Manual Monthly 4 MSExcel 1-2 $10K-$15K $8K-$10K $8K-$10K 2 0-$500 2 20 7 2 1 1-2 PRJ Removed for Privacy
G Custom Removed for privacy Very High DBG Manual Quarterly 4 MSExcel 1-2 $8K-$10K $2K-$5K $2K-$5K 1 0-$500 1 5 7 2 1 1-2 PRJ Removed for Privacy
G Custom Removed for privacy Very High GBCC Manual Weekly 4 MSExcel 1-2 $15K-$20K $20K $20K 1 $8K-$10K 1 5 7 ? 8 1-2 PRJ Removed for Privacy
G Internal Removed for privacy Very High EXLQ Manual Monthly 4 MSExcel 1-2 $15K-$20K $8K-$10K $8K-$10K 3 0-$500 3 20 7 1 PRJ Removed for Privacy
G Internal Removed for privacy Very High EXLQ Manual Quarterly 2 MSExcel 1-2 $8K-$10K $2K-$5K $2K-$5K 8 0-$500 8 20 7 7 1 1 PRJ Removed for Privacy
G Internal Removed for privacy Very High EXLQ Manual Yearly 3 MSExcel 1-2 $8K-$10K $500-$1K $500-$1K 2 0-$500 2 20 7 1 1 1-2 PRJ Removed for Privacy
G Internal Removed for privacy Very High EXLQ Manual Quarterly 3 MSExcel 1-2 $2K-$5K $2K-$5K $2K-$5K 5 0-$500 5 20 7 30 6 2-4 PRJ Removed for Privacy
G Internal Removed for privacy Very High DBG Manual Monthly 4 MSExcel 1-2 $15K-$20K $8K-$10K $8K-$10K 2 $5-$8K 2 5 7 6 6 2-4 PRJ Removed for Privacy
G Auto R Removed for privacy Very High DBG Manual Weekly 3 MSExcel 1-2 $15K-$20K $20K $20K 4 0-$500 4 20 7 20 10 1-2 PRJ Removed for Privacy
G Auto R Removed for privacy Very High DBG Manual Monthly 4 MSExcel 1 $500-$1K $500-$1K $500-$1K 2 0-$500 2 5 7 20 5 1-2 PRJ Removed for Privacy
G Auto R Removed for privacy Very High DBG Manual Monthly 3 MSExcel 1 $500-$1K $500-$1K $500-$1K 2 0-$500 2 5 7 10 5 2-4 PRJ Removed for Privacy
G Auto R Removed for privacy Very High ABD Manual Weekly 3 MSExcel 1-2 $15K-$20K $20K $20K 2 0-$500 2 7 7 20 5 1-2 BAU Removed for Privacy
H Auto R Removed for privacy Very High ABD Manual Weekly 3 MSExcel 2-4 $15K-$20K $20K $20K 4 0-$500 4 20 7 20 5 1-2 BAU Removed for Privacy
H Custom Removed for privacy Very High ABD Manual Weekly 3 MSExcel 2-4 $15K-$20K $20K $20K 4 0-$500 4 20 7 2 2 1-2 PRJ Removed for Privacy
H Custom Removed for privacy Very High ABD Manual Quarterly 3 MSExcel 1-2 $10K-$15K $2K-$5K $2K-$5K 2 0-$500 2 20 7 20 20 1-2 PRJ Removed for Privacy
H Custom Removed for privacy Very High DBG Manual Monthly 4 MSExcel 1-2 $15K-$20K $8K-$10K $8K-$10K 1 0-$500 1 3 7 5 5 1-2 PRJ Removed for Privacy
H Custom Removed for privacy Very High GBCC Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 4 0-$500 4 20 7 1 1 2-4 PRJ Removed for Privacy
H Internal Removed for privacy Very High EXLQ Manual Yearly 4 MSExcel 1-2 $8K-$10K $500-$1K $500-$1K 3 0-$500 3 20 7 1 1 2-4 PRJ Removed for Privacy
H Internal Removed for privacy Very High EXLQ Manual Yearly 4 MSExcel 1-2 $8K-$10K $500-$1K $500-$1K 3 0-$500 3 20 7 1 1 2-4 BAU Removed for Privacy
H Internal Removed for privacy Very High EXLQ Manual Yearly 4 MSExcel 1-2 $8K-$10K $500-$1K $500-$1K 1 0-$500 1 10 7 5 5 2-4 BAU Removed for Privacy
H Internal Removed for privacy Very High EXLQ Manual Monthly 4 MSExcel 1-2 $15K-$20K $8K-$10K $8K-$10K 3 0-$500 3 20 7 5 5 2-4 BAU Removed for Privacy
H Internal Removed for privacy Very High ABD Manual Quarterly 4 MSExcel 1-2 $15K-$20K $2K-$5K $2K-$5K 2 0-$500 2 4 7 2 2 5-7 BAU Removed for Privacy
H Internal Removed for privacy Very High ABD Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 8 0-$500 8 20 7 1 1 2-4 BAU Removed for Privacy
H Internal Removed for privacy Very High ABD Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 3 0-$500 3 20 7 1 1 1-2 BAU Removed for Privacy
H Custom Removed for privacy Very High GBCC Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 5 0-$500 5 20 7 1 1 1-2 BAU Removed for Privacy
H Custom Removed for privacy Very High GBCC Manual Monthly 5 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 4 0-$500 4 20 7 1 1 2-4 BAU Removed for Privacy
H Auto R Removed for privacy Very High ABD Manual Quarterly 4 MSExcel 2-4 $10K-$15K $5K-$8K $5K-$8K 4 0-$500 4 20 7 1 1 5-7 BAU Removed for Privacy
H Auto R Removed for privacy Very High ABD Manual Quarterly 4 MSExcel 14 $20K $20K $20K 5 0-$500 5 20 7 1 1 2-4 BAU Removed for Privacy
H Custom Removed for privacy Very High ABD Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 8 0-$500 8 20 7 1 1 2-4 BAU Removed for Privacy
Case Study Results
• Stakeholders accepted saving goal at $2.3M pa
Dept Savings pa
A $254,000
B $71,800
C $331,000C $331,000
D $752,190
E $66,500
F $541,000
G $283,510
Total $2,300,000
Data Integration PlatformData Integration Platform
P
R
Q
Case Study: Current Reporting
$2.3M savings, 1,000 FTEs
Source A
Source B
Source C
Source D
Data ManipulationData Manipulation
i
ii
iii
iv
v
S
T
U
V
Source E
Source F
Source G
Source H
Source I
Source J
Flat Files
vi
vii
viii
ix
x
xi
xii
xiii
xiv
1 2 3
Data Integration LayerData Integration Layer
Internal Source systems
Internal Source systems
Source A
Source B
Source C
Source D
Info Delivery including:
• Reporting & analytics• Data Discovery• Analytic Applications
Info Delivery including:
• Reporting & analytics• Data Discovery• Analytic Applications1
2Enterprise Data
RepositoryEnterprise Data
Repository
Case Study: Reporting Structure
$2.3M savings, 1,000 FTEs
Source DataOnly Once
External Source Systems
External Source Systems
Source E
Source F
Source x
Flat Files
Store Data Only
Once
Data Investigation Platform
Data Investigation Platform
Investigate Data Sets
Reuse many times
3
Case Study
Simplified Core Architecture Components
Single Data Single DataStorage
Simplified
Source Systems
1 2 3
Single DataIntegration
A Data integrationSolution
Single DataStorage
A Data Warehouse
platform
SimplifiedReporting &
AnalysisplatformExternal
Data Collection
Portal
4
Case Study: Business Case
Tangible Benefits Realisation
(as well as the intangible unknown – better analytics)
$2.3M+ pa
Dept Savings pa
A $254,000
B $71,800
C $331,000
D $752,190
E $66,500
F $541,000
G $283,510
Total $2,300,000
Year 1 Year 2 Year 3Totals
Yr 1 to 3
Program Cost
$1,633,500 $1,633,500 $0 $3,267,000
Overall Benefit
$1,208,000 $270,000 $2,300,000 $1,362,000
Year 4
$0
$3,662,000
Agile BIAgile BI
Transparent regular, incremental value
We are uncovering better ways of developing software by doing it and helping
others do it. Through this work, we have come to value:
What is Agile?
www.agilemanifesto.org
Individuals and interactions over processes and tools
Working software over thorough specifications*
Customer collaboration over contract negotiation
* originally “comprehensive documentation”
There is value on the right, but we value the left more
Customer collaboration over contract negotiation
Responding to change over following a plan
“Maximise the work NOT done”
What’s the difference?
Traditional vs Agile BI
Traditionally, upfront you…
Agile delivery allows you to…
Estimate months or years TIME Pre-set with small
incrementsyears TIME increments
Predict entire project SCOPE Set in 2-3 week blocks
Allocate resources & cost out entire project BUDGET Closely monitored &
quickly adjustable
Traditional approach
Single Pass
S/w ReqsSys Reqs Design Testing OperationsCodingAnalysis
Courtesy of Ralph Hughes, Agile Data Warehousing, www.Ceregenics.com
Traditional approach
But, where is the feedback?
S/w ReqsSys Reqs Design Testing OperationsCodingAnalysis
Courtesy of Ralph Hughes, Agile Data Warehousing, www.Ceregenics.com
Dept Capital Cost
A $312,000
B $168,564
C $346,812
D $954,000
E $253,500
Why Agile?
Baked in savings for forecast budgets
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Yr EndSaving by Dept
Yr EndSaving by Dept
$104k $104k $104k
$84k $84k $84k
Departmental Benefits Realisation
Departmental Delivery
F $665,000
G $567,124
Total $3,267,000
$84k $84k
$115k $115k$115k
$159k $159k $159kl $159k $159k $159k
$63k$63k
$283k $283k
$166k $166k $166k $166k
$36k $36k
$110k $110k$110k
$125k $125k $$125k $125k $125k $125k
$33k$33k
$141k $141k
$135k $135k $135k $135k
Dept Savings pa
A $254,000
B $71,800
C $331,000
D $752,190
E $66,500
F $541,000
G $283,510
Total $2,300,000
IDPRO / BAU
TopicBusiness Value $$
Value Pts Story Pts Iteration #
8 BAU Cust-Accts ad hoc $15K-$20K 40 8 1
9 BAU Cust-Accts ad hoc $15K-$20K 40 13 1
22 BAU Product ad hoc $5K-$8K 40 3 1
47 BAU Product ad hoc $20K 40 13 1
24 BAU Product ad hoc $15K-$20K 40 3 1
54 BAU Product ad hoc $60K 40 8 1
33 BAU Product ad hoc $30K 40 5 1
76 BAU Xactn ad hoc $50-$60K 20 5 2
65 BAU Xactn ad hoc $80K 20 13 2
55 PRJ Xactn ad hoc $75K 20 8 2
12 BAU Xactn ad hoc $15K-$20K 20 13 2
4 PRJ Xactn ad hoc $50-$60K 20 5 2
9 PRJ Xactn KPIs $20K 20 13 2
How Agile BI Works
• Groups of line items = “Sprints”
• 2-3 weeks each
• Grouped by Business value and Development Effort
Detailed steps, incremental value
9 PRJ Xactn KPIs $20K 20 13 2
6 PRJ Xactn KPIs $8K-$10K 20 8 2
77 PRJ Xactn KPIs $2K-$5K 13 5 3
90 PRJ Xactn KPIs $20K 13 5 3
71 PRJ Product ad hoc $8K-$10K 13 5 3
13 PRJ Product ad hoc $2K-$5K 13 8 3
16 PRJ Product ad hoc $500-$1K 13 8 3
93 PRJ Cust-Accts ad hoc $2K-$5K 13 13 3
44 PRJ Cust-Accts ad hoc $8K-$10K 13 3 3
37 PRJ Cust-Accts ad hoc $20K 13 13 4
53 PRJ Cust-Accts ad hoc $500-$1K 13 13 4
22 PRJ Cust-Accts ad hoc $500-$1K 13 8 4
21 BAU Product ad hoc $20K 8 8 4
18 BAU Product ad hoc $20K 8 3 4
9 PRJ Product ad hoc $20K 8 3 4
41 PRJ Product ad hoc $2K-$5K 8 5 5
66 PRJ Xactn KPIs $8K-$10K 8 5 5
38 PRJ Xactn KPIs $15K-$20K 8 8 5
49 PRJ Xactn KPIs $500-$1K 8 3 5
47 BAU Product ad hoc $500-$1K 8 8 5
15 BAU Product ad hoc $500-$1K 8 3 6
3 BAU Cust-Accts ad hoc $8K-$10K 5 5 6
81 BAU Cust-Accts ad hoc $2K-$5K 5 5 6
97 BAU Cust-Accts ad hoc $15K-$20K 5 5 6
12 BAU Xactn ad hoc $15K-$20K 5 5 6
and Development Effort
• Groups of Sprints become Releases
• Release every 6-12 weeks
• $$ Business Value can be attributed to each release
IDPRO / BAU
TopicBusiness Value $$
Value Pts Story Pts Iteration #
8 BAU Cust-Accts ad hoc $15K-$20K 20 8 1
9 BAU Cust-Accts ad hoc $15K-$20K 20 13 1
22 BAU Product ad hoc $5K-$8K 20 3 1
47 BAU Product ad hoc $20K 20 13 1
24 BAU Product ad hoc $15K-$20K 20 3 1
54 BAU Product ad hoc $60K 40 8 1
33 BAU Product ad hoc $30K 40 5 1
76 BAU Xactn ad hoc $50-$60K 40 5 2
65 BAU Xactn ad hoc $80K 40 13 2
55 PRJ Xactn ad hoc $75K 40 8 2
12 BAU Xactn ad hoc $15K-$20K 40 13 2
4 PRJ Xactn ad hoc $50-$60K 40 5 2
9 PRJ Xactn KPIs $20K 40 13 2
How Agile BI Works
• Sprint Burndowns mapped to Release Burndown
1200
Release Burndown Chart9 PRJ Xactn KPIs $20K 40 13 2
6 PRJ Xactn KPIs $8K-$10K 20 8 2
77 PRJ Xactn KPIs $2K-$5K 20 5 3
90 PRJ Xactn KPIs $20K 20 5 3
71 PRJ Product ad hoc $8K-$10K 13 5 3
13 PRJ Product ad hoc $2K-$5K 13 8 3
16 PRJ Product ad hoc $500-$1K 13 8 3
93 PRJ Cust-Accts ad hoc $2K-$5K 13 13 3
44 PRJ Cust-Accts ad hoc $8K-$10K 13 3 3
0
200
400
600
800
1000
1200
1 2 3 4 5 6 7 8 9
Weeks
0
500
1000
1500
1 2 3
Weeks
Sprint Burndown Chart
0
500
1000
1500
1 2 3
Weeks
Sprint Burndown Chart
0
500
1000
1500
1 2 3
Weeks
Sprint Burndown Chart
Program Burndown Chart
Business Case Justification
With Agile BI
($1,208,000)
$270,000
$2,300,000
$3,662,000
$5,962,000
Year
Cost Benefit Savings
BI in the CloudBI in the Cloud
Immediate value, lower cost
The Value of BI in the Cloud
Realise overcoming
Realise immediate application value by…
overcoming internal
capability & infrastructure
needs
while maintaining
control
Owning VS
Less maintenance
The Value of BI in the Cloud
VS Renting
No more legacy
Minimal setup
Traditionally
BI in the Cloud Trade-offs
Traditionally
• Cost/ValueCloud
• Risk• Control • Security
Culture Business
typeInhouse vsoutsourced
Considerations: BI in the Cloud
Capability
FlexibilitySecurity,
risk, control
Cost/valueEnvironment
maturity
Data access & value
Mobile BI Mobile BI
Information when and where you need it
When you
The Value of Mobile BI
Up to date
At your fingertips
you need it
Information Accessibility
Why Mobile BI?
Meaningful alert based notification
Maximising opportunities
Information immediacy
Accessibility & flexibility
In SummaryIn Summary
Start with the Right Strategy
5DEFINE VISION
SOLUTION
4
2
ESTABLISH TARGET
STATE VISION1INITIAL
ASSESSMENT
6DEFINE
ROADMAP,
Business Trends
Industry Trends
0 6DEFINE
ROADMAP,
C o m p l e t i o n i n 6 - 1 2 w e e k s
SOLUTION BLUEPRINT &
IMPACT ASSESSMENT
GAP ANALYSIS
3ANALYSE CURRENT
STATE BUSINESS & IT
ASSESSMENT & BUSINESS FUNCTION ANALYSIS
ROADMAP, BUSINESS
CASE & GOVERNANCE
IT Strategy
PROJECT STARTUP
ROADMAP, BUSINESS
CASE & GOVERNANCE
In Summary
Building a BI business case
Applying Agile BI to track benefits
BI in the Cloud considerations
Advantages of Mobile BI
Steve PsichalosPartner
C3 Business SolutionsInformation management & business intelligence specialists
www.c3businesssolutions.com
Thanks. Questions?
www.c3businesssolutions.com
Driving high value, low cost Business IntelligenceSteve Psichalos, C3 Business Solutions