self service strategy and execution - · pdf fileself service strategy and execution ... how...

Self Service Strategy and Execution

Ina Felsheim, Sr. Dir. Analytics Solution Management, SAP

April 2016

© 2016 SAP AG. All rights reserved. 1

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the

permission of SAP. This presentation is not subject to your license agreement or any other service or subscription

agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related

presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation

and SAP's strategy and possible future developments, products and or platforms directions and functionality are all

subject to change and may be changed by SAP at any time for any reason without notice. The information in this

document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This

document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied

warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational

purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this

document, except if such damages were caused by SAP´s willful misconduct or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ

materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,

which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

Legal disclaimer


Agenda

Self-service strategies and best practices

Self-service users, use cases, and tools

SAP Solutions for self-service

Summary and next steps

Self-Service Strategies and

Best Practices


What do we mean by self-service?

• End users designing and deploying their own reports and analyses within an

approved and supported architecture and tools portfolio

How does it fit within your larger BI strategy?

Self-Service


BI Projects Fail to Meet ExpectationsTechnology is Only One Consideration

Between 70% to 80% of corporate business intelligence projects fail (to meet expectations),

according to Gartner.

“Organizations tend to throw

technology at BI problems. You

could have the right tool, but it

could be doomed to failure

because of political and cultural

issues, an absence of executive

support so the message doesn't

get out, and poor communication

and training.”


Business Requirements are Changing, and IT Must

Provide Solutions

Source: Forrester whitepaper

http://www.sap.com/bin/sapcom/en_us/downloadasset.2014-06-jun-24-22.business-built-and-it-optimized-bi-why-choose-when-you-can-have-the-best-of-both-pdf.bypassReg.html

Self-Service Does Not Mean IT Shouldn’t

Be Involved.

"How can something be 'self-service' if it requires the IT

department to train and support users continually? That's

the conundrum of self-service BI,"

-- Wayne Eckerson

http://searchbusinessanalytics.techtarget.com/news/4500243099/Self-service-analytics-needs-strong-data-architecture-foundation


Rx for BI Success: BI Strategy + BI Center of Excellence (COE)

Understand Business Pains

Identify technology gaps

Focus on change management and adoption

BI Strategy creates an information driven culture:

The BI COE provides a sustainable framework to execute the

strategy and maintain it.


Building Blocks of a Rock Solid BI Strategy

SAP BI Strategy Framework

A BI COE operationalizes an organization’s BI Strategy.

And self-service is a critical component.


Business IS Using Custom Data and Creating their Own

Content




Prepare Your Data Foundation, and Make it User-Friendly

• Assist in finding the right

sources.

• Manage metadata for ease of

consumption.

• Perform routine cleansing and

de-duplication.

• Promote to enterprise sources,

with views.

• Move / Copy data as little as

possible.

• Make sure archived and

deleted information is

excluded.


Silo’d Calculations Impact Your BusinessSee video here: http://events.sap.com/sapphirenow/en/session/16021

http://events.sap.com/sapphirenow/en/session/16021


IT: Facilitating Self-Service Success

• Know your users and required functionality.

• Identify special requirements beyond standard content.

• Choose BI tools that serve multiple use cases.

• Converge administrative features onto a single

platform.

• BI on BI is key for self-service success.

Culture and on-going management are

necessary.


BICC Skills Requirements

Business + Analytics + IT

How BICCs are changing:

http://scn.sap.com/community/bu

siness-

intelligence/blog/2014/09/18/best

-practices-for-agile-biccs

http://scn.sap.com/community/business-intelligence/blog/2014/09/18/best-practices-for-agile-biccs


IT: Offer Key Agency Services to Business

• Innovation Services: helping find solutions to business problems

rather than being responsible for a technology infrastructure,

including running innovation workshops.

• Training: offering training on tools, data, and best-practice

techniques.

• Data Bureau: providing a one-stop shop for data, internal or

external, structured or unstructured. Work closely with the

information governance team.

• Tools Bureau: recommending which technologies to use.

• Sandbox Environments: providing sandbox environments that let businesses create their own large-

scale data stores, using a centralized infrastructure.

• Marketing and Community Building: communicating BI success and encouraging active participation

in the BI community.

• Support for BI Collaboration: Driving collaboration tools around proposing new opportunities and

iteratively getting to the right solution.

• Analytics on Analytics: using analytics on the analytics process itself.

Create a data playground for analysts to

prototype and explore.


Tip: Data Strategy Must Support Self-Service

With increased data visibility, you need a solid

data strategy

• Which data sets will be promoted to enterprise

sources?

• Where does cleaning and transforming take

place?

• Where do calculations take place?

• Is there a feedback process in place for dealing

with found errors and inconsistencies in the data?

• How will you move the data to avoid creating

loads of data silos?

• Are your user permissions for sensitive or out-of-

area data set appropriately?

• How will data get promoted to enterprise sources?

• How will you share common reference data and

enrichment sources?

• How will you manage third party data sets, like

Dun and Bradstreet numbers or demographic

data?




Tips for Strategy Success Recap

• Fold self-service into your larger

enterprise BI strategy.

• Engage your BICC for governance.

• Make sure you have a data

foundation in place to support

access, volume, and performance.

• IT should offer agency-style

services to the business beyond

software environments.

Self-Service Users, Use

Cases, and Tools


Self-Service Users

• Self-service for business users and decision makers

• Drill-down and filter dashboards or reports to the “right” level

• Self-service for finance professionals

• Access to BW and Essbase within Excel

• Combine data from BPC and BW in a single user experience

• Self-service for business analysts

• Mashup data from multiple data sources

• Easy to learn and create compelling visualizations

• Create simple dashboards to share insights

• Self-service dashboard composition for business users

• Compose their own dashboards from existing charts and crosstabs

• Self-service data discovery for casual users

• Find an answer to a business question in 10 minutes or less

• Learn the UX without training.

• Self-service reporting

• Easy access to data

• Build queries and format data as needed

• Create simple reports with little training, or more complex reports with more training

• Create document-style output


Self-Service Providers: IT

• Secure the environment

• Ensure scalability and performance

• Enforce user access rights

• REUSE user access rights

• Schedule during downtimes

• Provide gated access to curated, enterprise sources

• Maintain audit trails of licenses, users, and data usage

• Monitor system performance


Self-Service Power Users + Information Governance Users

• Facilitate usage from casual users

• Create templates in corporate colors, etc., for casual users to consume

• Oversee creation of custom data extensions or visualization extensions

• Create report pieces for others to consume

• Analyze more complex data sources

• Real-time data consumption

• Sensor data consumption

• Work with the information governance team to ensure the best data is

available and discoverable

• Validate that the metadata and descriptions for the sources is well documented.

• Decide which data sources to promote to enterprise, curated sources

• Validate quality of enterprise, curated sources. Feed suggestions back into information

governance organization.


Figure Out Where to StartAnd develop a long-term roadmap to support

1. Interview key business stakeholders.

Tip: Leverage the BI Strategy Self-

Assessment.

2. Interview the “data oracles”.

3. Document key use cases, owners,

and availability of data for each

business area.

4. Assign back-of-napkin priority and

impact to key use cases.

5. Find use case overlap and critical outliers across multiple business areas.

6. For those use cases with most overlap and greatest impact, chart functionalities

against available technology to execute.

7. Establish cost and priority roadmap.


Tips for User Success Recap

• Identify highest-priority use cases and

immediately assign potential business

impact.

• Understand the spectrum of self-service

use cases and users.

• Don’t lose sight of the governance and

performance requirements for self-

service.

SAP Solutions for Self-

Services


Agile visualization with SAP Lumirahttps://www.youtube.com/watch?v=o_g5H5Gq1hE

https://www.youtube.com/watch?v=o_g5H5Gq1hE






Unlock Hidden Patterns by Connecting to Enterprise, Curated

Sources

Personal, corporate, and custom data

• Microsoft Excel, CSV, text files, web data

• SAP HANA, SAP Universe, SAP BW, Query with SQL

• Add custom data sources with partner and own built Data Access Extensions

Big data, big insights

• Amazon EMR Hive

• Apache Hive

• Cloudera Impala

Lumira Cloud

• Create new dataset from Microsoft Excel and CSV

• Connect to on-premise data via HANA Cloud Integration (HCI)

• Schedule data refresh using SAP Lumira Agent

SAP Lumira empowers business users to instantly access, combine, and transform data


Increase Use of Data with Easy Data Preparation

Transform data

• Duplicate, hide, split, remove, rename columns

• Edit or replace values, add or trim text, convert case

• Rename datasets

Enrich data

• Create groups, measures, calculated dimensions, calculated

measures, numeric ranges as dimensions

• Define time, geography, and custom hierarchies

Gain additional insights

• Merge, append, or blend data

• Analyze associated data in facet view

• Create new datasets from existing visualizations

Cleanse, combine, and enrich data without needing IT

Actions are recorded and replayed when data is refreshed


Tell Your Story with Stunning Visualizations

Powerful visualizations

• Flexible number formatting and conditional formatting (tables only)

• Sort, rank, filter, drill up, drill down, zoom in and out, and trellis

• Perform multidimensional analysis

• Easily add calculations

• Drill up and down hierarchies to filter all views on the page

Geospatial analytics

• Choropleth, geo bubble, geo pie charts

• Esri ArcGIS Online base maps with marker layers and clustering

• Grey, topographic, satellite, and streets views of Esri maps

Dynamic stories

• Animate data movements

• Easily email and print visualizations

• Visually engage audience with info charts, images, and pictograms

• Explore with input controls, filters, and drill down options

• Embed hyperlinks to text, images, pictograms, and shapes

• Add links to jump to another page or story


Be the Smartest Person in the Room: and Prove It

Increase speed to insight with the predictive capabilities

embedded directly into Lumira. No waiting for a Data Scientist.

Reduce the burden for your team by removing the need to

collaborate for out-of-the-box predictive, and the need to

manage human-generated models.

Smart BI—no more blank canvas. Find Related

Visualizations and the data affecting your report simply by

clicking the button. Add Forecasting and Regression with a

simple menu choice.

Behind the scenes data preparation. With the embedded

predictive algorithms, we do multiple passes at the data to form

it correctly for the predictive algorithms.

Find new insights by merging enterprise, curated sources with

personal or web sources. Add reference data, environmental

data, and merge, append, and blend seamlessly.


Share and Access Your Insights in Multiple Ways

Share with others

• Publish to trusted SAP Lumira platforms of your choice

• Export stories to Adobe PDF for sharing and printing

• Embed stories into web pages via URL

• Visualize, annotate and share insights from tablet

• Citrix XenApp, XenDesktop and Windows RDS support for

multi-user desktop environments

Bring insights together

• Link stories with web sites and other SAP applications

Share your datasets and stories to the platform of your choice


Trusted platforms

Lumira Server for Teams

• Support for server side refresh and Esri maps

• Browser based visualization and story creation

Lumira Server for BI platform (BI Suite and Edge BI)

• Superset of Server for Teams capabilities

• Embedded columnar in-memory engine for non-HANA environments

• Manage Lumira documents from BI platform

• Monitoring, auditing, lifecycle management support

• Schedule and refresh stories based on Universe

Lumira makes it easy for IT to govern the use of SAP Lumira according to organization’s standards


Scale to Thousands of Users to Share Your Insights

Scale to many self-service users

with a single suite of tools

Use BI launch pad as a sharing

platform

Embed Lumira stories in private or

public web pages

Visualize, explore, annotate and

share insights from tablet

Explore data without creating custom

reports for users with Design Studio

templatesVideo here:

https://www.youtube.com/watch?v=1fd

xkwaJJGc

https://www.youtube.com/watch?v=1fdxkwaJJGc


Integration into Office

Access and administer BI within the most popular enterprise BI environment: SAP BI Platform

Access visualization capabilities in popular tools, like Excel and PowerPoint

Create live PowerPoint presentations

Build powerful Excel workbook BI applications

Support BW-Integrated Planning and BPC Embedded Models


Build Interactive Dashboards

Modify and drill down

into the dashboard via

linked boards

Interact with the Hichert

chart

Compare each bar with

another one and

calculate absolute and

percentage deviations

on the fly

Lumira embedded

predictive forecasting


Design Studio Template for Data ExplorationVideo here: https://www.youtube.com/watch?v=1fdxkwaJJGc

https://www.youtube.com/watch?v=1fdxkwaJJGc


SAP BusinessObjects Design Studiofor building analytic applications, personalized dashboards, and planning applications

Supports Universe data

sources, BW, and HANA

Empower end users to

compose their own

dashboards

Create input-enabled

planning applications against

BW-IP or the BPC Embedded

model

Native support for virtually all

BW metadata types

Deploy Design Studio

dashboards to all 3 platforms:

BI Platform, BW, and HANA


Enable End Users To Create Their Own Composite

Dashboards

Smart Object Gallery

Application designers

determine the degree of re-

use of individual

components

Users are empowered to

create and recreate their

own composeable

dashboards

Agility benefit: End users

can quickly create the

dashboard layout they want

Governance benefit: IT

provides reusable, trusted

dashboard components


SAP Cloud for Analytics Overview


BI Capabilities


Where to Find More Information

Lumira Main Site with Tutorials: http://saplumira.com

Lumira Official Product Tutorials: http://scn.sap.com/docs/DOC-26507

Lumira Extensions: http://www.sap.com/bi-partner-extensions

Lumira Blog: http://scn.sap.com/community/lumira/blog

Lumira on SCN: http://scn.sap.com/community/lumira

Lumira Enablement: http://scn.sap.com/docs/DOC-55921

Lumira Webinars: http://scn.sap.com/docs/DOC-52806

Lumira Roadmap http://service.sap.com/roadmaps * (then Analytics SAP Lumira)

* Requires login credentials to the SAP Service Marketplace

http://saplumira.com/

http://scn.sap.com/docs/DOC-26507

http://www.sap.com/bi-partner-extensions

http://scn.sap.com/community/lumira/blog

http://scn.sap.com/community/lumira



http://service.sap.com/roadmaps

Summary and Next Steps


Call to Action

• Run a holistic BI Strategy workshop: www.sap.com/bistrategy

• Establish your data strategy with an Information Governance Assessment

workshop. (Target: IT-Project Managers, Directors, LOB Leads).

• Get ready for the newest innovations by upgrading to BI 4.1. Schedule a BI

Upgrade Technical workshop (Target: IT-Project Managers, System

Administrators/Architects).

• Dive deeper with Lumira and Design Studio Technical 2-3 day workshop (Target:

BI Administrators, Designers, and Analysts).

• Play with the sample datasets that ship with Lumira Desktop

• Check out tutorial videos on YouTube and SCN

http://www.sap.com/bistrategy

https://www.youtube.com/playlist?list=PL-dgv8zqTTQ6RMTSXA847wmpuTSc7x_vw

https://scn.sap.com/docs/DOC-26507

Thank you!

Ina FelsheimSr. Dir. Solution Management, [email protected]@InaSAP

mailto:[email protected]

self service strategy and execution - · pdf fileself service strategy and execution ... how...

Documents