Saturday, February 25, 2012

BI Stands for Business Integrity

One of the key aspects of working within the field of Business Intelligence is the need for an absolute commitment to Integrity. In my career I have run across a number of situations that have put this to the test.

Data Integrity Issues

No matter the maturity of your data governance program, we have all run across situations where a data quality issue is impacting the quality of our Business Intelligence information or highlights an operational issue. Quite often these issues are highly sensitive within the organization. We have a responsibility as Business Intelligence professionals to communicate these issues to our stakeholders in a sensitive way that is focused on resolving the issue.

Truth Hurts

The facts don't lie. The beauty of Business Intelligence is that once you take a look at the data, there really is no defending the various theories that people use to operate their business in the absence of facts. Again, we need to engage our stakeholders in the process of moving to fact based decision making by having them part of the solution so they can adjust their business practices to the true reality.

Oops

Nobody is perfect. The reality is that we will make mistakes in our BI implementations by inaccurate meta data, ETL coding errors, report logic and the hundreds of other places we can make mistakes in our BI implementations. We need to raise these issues and the impact this has had to business operations and decision making. This isn't about quickly fixing and hoping no one notices, we need to be up front and accept responsibility for our mistakes.

Communicating these issues is not about sending a blanket email coldly highlighting the issues, the best way is to get out of your chair or pick up the phone and talk to people. This is not the fun part of the job. We always need to do the right thing, especially when it is hard.

 

Sunday, January 02, 2011

Broaden Your Horizons

http://www.flickr.com/photos/gwilmore/198536052/sizes/m/in/photostream/ For those of us that have been in the BI field for a while you start thinking just about the information that is tidily organized in your data warehouse.  This can be a very limiting vision!  My biggest passion in life is connecting people with the information that can help them realize their full potential in the work they do for their organization and to develop themselves personally.  Nothing gives me a deeper sense of satisfaction like seeing someone find a new insight in their business through BI or to learn a new tool to take their leadership to the next level.

There are so many different types of information available outside of what we think of as BI data.  Here are some examples to get you thinking:

  • A leadership book that will provide some of those priceless “a ha” moments
  • The practices your organization uses to manage budgets that can help a first time manager
  • The name of the person in Operations that has a passion for Supply Chain management
  • The blog that you visit for inspiration on marketing problems

As the BI industry matures, my argument is what we typically see as BI today will become a subset of a bigger game called knowledge or information management.  As BI professionals we need to broaden our horizons to understand how knowledge and information is shared within and outside of our organizations to help connect people with what they need most.  The right information at the right time.

Mark

Monday, September 06, 2010

Book Review: Business Intelligence Success Factors

imageJust finished reading Business Intelligence Success Factors, Tools for Aligning your Business in the Global Economy by Olivia Parr Rud.  I have to admit this was a hard read and took me longer than normal to get through.

First of all, this is unlike any Business Intelligence book you have ever read.  The focus here is on how the old organizational paradigms of command control will not work in the new, connected, global economy.  In our new world, old school BI showing standard reports and dashboards to the top business leaders after a 8 month development effort simply won’t cut it.  In an increasingly quickly changing, chaotic world we need to reinvent how we approach BI in our organizations to be adaptable, resilient and connected.

The biggest “a ha” for me while reading this book was the chapter on Holocracy.  A Holocracy is the concept of having self organizing teams that are empowered to accomplish the goals of their team without a command and control structure.  We have been talking a lot in our organization about adopting Agile development practices.  In some respects we have been stuck in the mindset that this is purely for project / development teams.  What is becoming increasingly clear, is that the principles of Agile can be applied to all parts of your organization and roles.  Over the past months we have been moving in the direction of turning our team upside down and applying lean principles and empowerment of our teams across the board.  Reading about Holocracy’s in this book helped me crystallize my thinking and filled in some gaps as we move down this road.

This book covers a lot of concepts in what can feel like an unconnected way at first.  If you persevere and finish the book you will walk away with new insights and a totally different way of looking at how you implement BI in your organization.  The author provides full references to all her sources, and I would also recommend “Tribal Leadership”, “Good to Great” and “Switch, How to Change When Change is Hard.”

BI is hard, the more advanced you get in your BI capabilities, the harder it gets.  If you are a leader of a BI team you will be one of the first to feel the impact of our new world as your organization demands more and more insight to optimize your business.  It is essential that you are ahead of the curve, not on applying Business Intelligence, but on how to be a Leader in a flat, team-centered and dynamic environment.

Wednesday, August 18, 2010

TDWI Conference – Day 3 Highlights

Well, today marked the end of the BI Executive Summit at TDWI in San Diego.  It was a jam packed 2 and 1/2 days, and I got a lot of value out of the sessions.  As with any conference, not every session was outstanding, but by and large the majority of the sessions were very informative.  Here are the final highlights from the summit:

  • Semantic Intelligence is very important to understand the context of the data you have in your organization.  This is still an immature technology, but front runners will have an edge in finding hidden value in their data.
  • Look at the current tools and technologies you already have, and see how you can leverage it more.  For example, you don’t need to go out and buy predictive analytics technology out of the gate, but you can do a lot of “predictive” functionality using straight database technology.
  • Big theme of leveraging your current BI assets to provide more operational intelligence to your front lines through embedding BI information in operational systems including mobile devices.
  • The rate of change in organizations is increasing exponentially, agile approaches to deliver quicker are very critical.  Favourite quote: “You can’t predict what questions you will get tomorrow”
  • There is a lot of value in using BI to rank peers against each other to foster an environment of friendly competition.  If the sales manager in the region next to you is doing better, then there is a great opportunity to learn from them to improve your results.
  • Operational BI in action: The Virginia Police Department has decreased violent crime by 40% since they exposed operational intelligence directly to officers in their squad cars.
  • Some discussion on solid state storage to delivery blistering fast performance.  Teradata has an appliance that uses only solid state storage.  It is fast but EXPENSIVE.
  • Visualizations are very key, with increasingly large data sets and more complex business environments, only advanced visualizations can handle 1,000’s of points of data and dozens of dimensions.

Attending two sessions on predictive analytics tomorrow as I have had no exposure to this technology.  Should be interesting!

Mark

Tuesday, August 17, 2010

TDWI Conference – Day 2 Highlights

Another great day at the TDWI BI Executive Summit, covered a lot more ground today.  Here is my list of highlights and “a ha” moments:

  • Many Data Warehouses only get leveraged for standard reporting, it takes a leap to start leveraging this investment for true analytics.
  • An assessment of who does reporting / BI and what systems they leverage is an essential step to understand the requirements for BI at your organization.
  • Just having the latest tools doesn’t ensure success in your BI program, you need to engage your business closely to get true value.
  • Think hard about what will amaze and delight your end users when it comes to the customer service you provide through your BI team.
  • Text Analytics is critical to gaining insight from the vast amount of unstructured data your organization has.  Lots of great applications of how to understand and take action on the feedback from your customers.
  • Idea of having people in your BI team be adept at all parts of the technology stack from Database, ETL, and BI reporting (and requirements).  This helps ensure that you implement business logic in the right part of the stack.  For example, a report developer will put the logic in the report, because that is what they know.
  • Business Intelligence is a process of discovery, it is worthless to document requirements at the beginning of an iteration because these requirements will and should change.  Document what you have to once you have what the customer wants.
  • User happiness is the key to success, the goal of meeting the requirements as documented at the beginning of the project is meaningless.
  • Everyone on your BI team needs exposure to the end customer to truly understand their needs, including your ETL developers.  Strikes me that your ETL developers probably know your organization’s data the best, and can bring this knowledge to the conversation with your customer.
  • Lots of discussion on data governance / MDM in the afternoon:
    • Data quality needs to be part of everything you do, it is not just about a governance model
    • Idea of putting the name of the business owner on the report, they should be the ones answering questions about data quality
    • Pick your battles, only focus on data quality issues that have significant impact
    • You need to link data quality / governance to business process management, they are very tightly linked
    • It is not really about garbage data, it is about bringing together multiple, valid formats so they can be integrated and linked.

Tomorrow wraps up the BI Executive Summit with a half day of content focused on future trends in the BI space.  Should be interesting!  Stay tuned for tomorrow’s update.

Mark

TDWI Conference – Day 1 Highlights

Hippo Clip ArtIt was a long day at the TDWI BI Executive Summit yesterday, my head was spinning with everything that I heard.  Here are the highlights or “a ha” moments that I captured:

  • Lets change the term “data acquisition” to “data provisioning”.  I work for a Telecommunications company and a big part of our business is provisioning customer equipment to turn on their services.  Love the idea of us “turning on” our business partners ability to make good decisions by providing good quality data.
  • We need a “BI Review Board” that includes the front lines of our organization from the business through to IT to be involved in approving new standard reports.  This way you ensure more areas of need are met through one standard report.
  • Said it before, Agile BI requires a lot of discipline to maintain quality while delivering faster, better, cheaper.  Invest time in your enterprise data architecture as this is the baseline for everything.
  • Opening up the development of BI reports to your business is like sending a child out into the world for the first time.  You have to rely on the effort you put into developing your child (i.e. standards, best practices) to help guide them on their way (taking on their own development)
  • Avoid the HiPPO when making business decisions (Highly Paid People with Opinions).  In the absence of good data, the HiPPO rules.
  • Put more effort into asking good Questions than providing good Answers.  We need to understand the business challenge to use our data knowledge to provide information, rather than simply responding to a question.
  • How many of your BI reports are forward looking vs backward looking?  If you are reporting on what happened yesterday, your program is reactive; you need to look to the future.
  • We need to do more “A/B Testing”!  Experiment with a new idea on a small piece of your business, then analyze the results before rolling it out across the board.
  • Big theme of decentralizing your BI team to meet the needs of specific business units.  How do we do this and keep the standards and best practices that keep your Total Cost of Ownership low.
  • Unstructured data is growing exponentially faster than structured data (think social media), your BI program must take this hidden gold mine of data into account.
  • Statement: If you don’t have an analytic database capability, then your competitors do!
  • Visualization techniques are vital to understand patterns and value in large data sets.  The only way you can get 10,000 data points on one page and have it still be effective.
  • Visualization is still mostly a science, but you need that artistic ability to make it appealing and useful.  Struck me that a background in GIS will be very valuable in this space.

There of course is a lot more, but these are the ones that stuck out.  Definitely getting a ton of value out of this conference!  Highlights from Day 2 coming later this evening.  Any comments / questions, please let me know.

Sunday, August 15, 2010

Arrived at the TDWI World Conference

Just arrived in San Diego at the August 2010 TDWI World Conference.  Really looking forward to a week spent opening my mind to what is going on in the industry.

The overall theme for the conference is “Agile BI”.  Pretty much every BI article I’ve seen over the past 6 months has something to do with Agile.  Somebody must have heard me complaining about how we haven’t embraced Agile in BI!

I will be attending the BI Executive Summit, so looking forward to the presentations and especially the panel discussions.  If you are interested here is the agenda:

http://events.tdwi.org/events/san-diego-bi-executive-summit-2010/home.aspx

My intended outcomes for this conference are:

  • Learning about how other organizations are getting their BI programs more Agile
  • Learning about BI Competency Centres and how other organizations structure their BI teams
  • Making 10 new contacts to expand my network

I will be posting updates via this blog and real time from my twitter account (http://twitter.com/markcudmore).  Would love to hear your comments via twitter, comments to this blog or by email at mark.bibrain@blogspot.com (with that many choices you have no excuse).

Mark

Sunday, August 08, 2010

Level Up Your Leadership Style

nsmb-mushroom-super One of the better books about Business intelligence that I read recently was Cindi Howson’s “Successful Business Intelligence - Secrets to Making BI a Killer App”.  One chapter focusing on the organization required for a BI program referred to the concept of Level 5 leadership.  For those of you that have read “Good to Great” by Jim Collins, you are familiar with this concept, but in short Level 5 leaders are:

“Leaders who blend personal humility with intense professional will to focus not on their personal gain, but rather, on ensuring the success of the company.”

In my experience, leaders of BI organizations have a huge number of stakeholders across different areas of the business.  It constantly amazes me how many people I know across the organization due to the interactions of my role and team.  When you are in this type of situation you are constantly learning and having to rely on the individuals in the business to provide their expertise to solve their BI questions.  As a leader of a BI team you must foster an environment of collaboration and partnership across many different areas of the business.  You certainly can’t do it on your own, and you need to bring together the right people to make it happen.

Building a BI program is darn hard!  It is a long and difficult journey to move from a pre-BI environment with no tools or quality data through to a fully mature environment that provides predictive capabilities and is tightly integrated with corporate performance management.  Along the way your program will meet with many challenges and hurdles to overcome.  It takes long term commitment and a vision for the future to stick with it and make it happen.

It is essential that you have the right leadership to champion your Business Intelligence efforts.  Take stock of your own leadership abilities and those of your team before you embark on your journey.

Mark

Sunday, August 01, 2010

Sometimes You Can’t Make It On Your Own

Nepal - Sagamartha Trek - 194 - EBC Malaysian Support & Research Team by mckaysavage.One of my favourite songs is “Sometimes You Can’t Make It On Your Own”, a signature U2-styled track.  To change the song title up a bit when thinking of BI, the title becomes “You Can Never Make It On Your Own”.  Business Intelligence is a discipline that spans many areas of IT and the business, and you need all stakeholders fully engaged in your BI program to be successful.

Due to the nature of BI architecture and applications, we are always downstream of other IT systems as they are our data source.  You must be tightly integrated with the other groups within IT managing these systems, as any changes can impact the availability and quality of your data.  For example, it is a well know fact within Data Governance programs the more you push the resolution of data quality issues back to the source systems, the more effective the solution.  BI is also a data hog, requiring large amounts of storage and processing power to analyze your organization’s data.  You need to have all the IT stakeholders invested in your BI program to ensure you have the relationships to keep your BI architecture stable.

Most importantly, BI is not an IT discipline, it is a corporate discipline.  Many BI organizations sit within IT under the accountability of the CIO, but in many other organizations this function may be centralized under Finance, Marketing or your corporate governance function.  That assumes that you are lucky enough to have a centralized BI function at all, in most organizations you will find BI scattered throughout the organization.  If we go back to the concept that this is a corporate discipline, we should be doing everything we can do encourage widespread use of common BI methodologies to maximize value.

Once you realize that you have many areas in your organization doing and supporting BI, it will become apparent that a decentralized structure is what is necessary.  To drive the maximum effectiveness you need to have some common thread pulling these groups together.  Having a competency centre type approach, where you provide common standards, access to data, and a means to collaborate are essential for success.

I will be writing a lot more about developing a competency centre to support BI over the coming months, stay tuned!

Mark

Wednesday, July 14, 2010

What Target Are You Aiming At?

On target by tony newell.I have been spending quite a bit of time on the KPI Library website lately.  This site originally was setup as a library of common metrics categorized by industry.  Over the past number of years this site has grown and changed to include interesting forums and expert blogs.  I highly recommend signing up for this service (it’s free) and taking a look around.

http://www.kpilibrary.com

Too often we consider metrics an end in themselves, we put all our focus on discovering what data exists, acquiring that data, building reports and dashboards, and once it is up on your company’s BI portal we think our jobs are done.  This is a criminal waste of time if this is all you do.

We must think back to the original question that prompted us to do all this work to get this metric.  A common question in my industry is “Which customers are churning out of our services the most?”  We need to at a minimum define the following before we embark on our analytical journey:

  1. What results or objectives are we trying to achieve?  i.e. Improve profitability by lowering acquisition costs
  2. What measures can we track to see how we stand against the objective? i.e. do we only measure disconnecting customers or do we delve deeper to understand if the churn is desirable?  Some customers you are better off not having!
  3. What targets do we want to set to compare to our measures?  A measure is just flapping in the wind with nothing to relate it to.  i.e. Controllable churn target of 1.5% per month
  4. What actions are we going to take based on comparing our measures to targets? i.e. Contact our customers after their initial promotion expires with a value reminder communication

This sets up your framework to measure the right performance, analyze the results, determine actions to improve performance and then to act.  Rinse, repeat, rinse, repeat until you meet your objective.  The measure of success for any BI organization is that action is taken on the information you provide.

Monday, March 01, 2010

Don’t Follow the White Rabbit

1book1 There is something special ingrained in the soul of a BI practitioner.  We love to think of all the twists and turns that we can take to analyze the data we are working with.  This comes in the form of dashboards with countless dials, traffic lights and indicators, graphs with multiple series, axis and dimensions, and grids and grids of good ol’ tabular data.  All this stuff makes us very, very happy with ourselves.

Ok checkpoint, a couple issues with this approach.  First of all, all this data can detract from the very business question you are trying to answer with your analysis.  Think about it, do you know of any user that actually has the time to sit down and analyze 200 points of information on a single report?  No, we need to enable our users to make the best decision in the least amount of time.  There are likely 2 to 3 key data points that will get them there.  Yes, it is ok to show basic trends and change indicators, but for Pete’s sake keep it simple.

Secondly, the more we go with this smorgasbord approach to BI we are encouraging requirements bloat in the next BI project or iteration.  Users will simply say to myself: “I should ask for everything I think I might need just so I know I can get it if I need it.”  Why wouldn’t they think that, when that is how we have delivered BI to date?

Fight the urge to go down the rabbit hole; strive to deliver 80% of the value with 20% of the work.  How much more value could you drive for your organization if you can quickly move on to the next opportunity rather than lingering in analysis paralysis?

Monday, July 06, 2009

BI Leadership Article

It isn’t often you come across a good article that brings together developing a Business Intelligence vision and the behaviours BI leaders need to demonstrate to make this vision a reality.  Well worth a read if you are a BI leader or are just trying to understand them…8)

Creating Shared Responsibility for Success in Your Business Intelligence Team

I’m glad to see we are already doing some of this in my current organization, but there are a number of areas discussed in this article that can be improved.  The fun never ends!

P.S. Apologies for the lack of updates to this blog, good weather calls!

Tuesday, April 14, 2009

The BI Experience: One Size Doesn’t Fit All

shoes The enemy of BI adoption is treating all your users the same.  Each role and person in your organization will use your BI platform differently, so you must deliver a solution that fits each individuals needs.  You should consider aspects such as tool complexity, usage of visualizations, navigation and accessibility.

Executive Users will be best served with high level dashboards, mobile access, and real time alerts.  The typical executive (an effective one anyways) doesn’t spend a great deal of time behind their computer.  When they do, they are likely short on time and are looking for the bottom line on their organization’s performance.  Dashboards are great for displaying all the relevant information on a single screen, allowing your user to have a one stop shop for when they are at their computer.  With most of an executive’s time comprising of meetings and talking with folks, having mobile access from their handheld device (BlackBerry, iPhone, etc.) will provide them with metrics where and when they need them.  Couple this with real-time alerts via email, and your Executive users will be able to leverage your BI platform according to their needs.

In contrast, front line users (Customer Service Representatives, Sales Representatives, etc.) need intelligence that is bundled in with their business processes.  To drive maximum effectiveness you want to inject Business Intelligence into the operational systems these people use every day.  This can take forms such as surfacing a Customer Lifetime Value score to assist with save strategies when a customer is calling to disconnect, or providing real time alerts into your Customer Relationship Management system when a critical order deadline has passed.  You certainly don’t want these roles that are the face to the customer wasting time flipping between their operational screens and the BI portal!

The way you provide a tailored user experience to your BI clients is critical to drive adoption towards the goal of pervasive BI.  Spend extra time and attention to this aspect when you are planning any major BI deployment and you will reap the benefits.

Related Posts:

Monday, March 16, 2009

Icing the BI Cake with User Experience

The true power of BI is the ability to present actionable information to decision makers.  All the data quality governance, ETL excellence, and dimensional analysis will mean nothing if the business can't intuitively interact with the information through their BI tools.  You must ice the cake with an exceptional User Experience to drive the most value from your BI investments.

 image

A focus on User Experience is key to your BI program's success for the following reasons:

  • Enables a faster "mean time to answer".  Reducing the number of clicks and searches makes your applications more satisfying and efficient to use.
  • Consistency.  Once a user understands how to read one report or dashboard, they can apply the same methodology across all BI applications.
  • Expose correlations.  Simply combining data on a visualization like a chart or a scatter plot can immediately show a correlation between 2 measures that are not as readily apparent as pure numbers.
  • Guide your user through tried and tested analysis processes to expose the knowledge of power users to the larger user base.
  • Simplify the experience of finding information by improving navigation structures.  Ensure your search capabilities are optimized to return the most relevant results.

In order to drive the most value from your user's experience you need to have a consistent approach across all the user touch points in your environment.  My recommendation is to designate someone to be accountable for User Experience across the board.  Depending on the size of your BI program this may be part of someone's role, a full person, or a small team.  Only with a centre of excellence can you drive consistent standards across all groups creating end user content.  This team would also serve as a consultant to projects to ensure that the reporting and visualizations are designed to be intuitive and useful.

You can have all the wonderful architecture and data quality you want, but without an effective User Experience your clients will not see the value of all your hard work and will be less likely to adopt your BI environment.  First impressions only happen once.

Related Posts:

Monday, March 09, 2009

The Tactical Data Mart Advantage

image The capabilities of current BI tools allow us to drive down the costs to develop BI applications / data marts.  This means that we can quickly develop tactical applications leveraging standard tools and methodologies to reduce development cycles.  This enables the deployment of applications to support specific decision making problems that would normally not be supported by a quality BI environment due to the short turnaround required.

Some people get upset about building these so called silos that aren't integrated.  I take a different perspective that these tactical data marts expose the power of tactical Business Intelligence, and if you manage it well they are a great complement to your core infrastructure.

"A good solution applied with vigour now is better than a perfect solution applied ten minutes later.” - General George S. Patton

It is critical that you have a checkpoint or a regular environment review that you can rely on to take one of the following actions at the end of the decision making life cycle:

  1. Decision has been made and there is no need for continued access to the data mart.  Simple response, retire the data mart and free up system resources for the next initiative.  Celebrate the success.
  2. The information within the data mart has continuing value to the organization.  In this case you need to have room in your requirements funnel to incorporate the data mart into your permanent BI infrastructure.

Don't hold your business back by sticking to a traditional release cycle.  Build a team within your BI program that can quickly spin up the appropriate BI solution to support tactical decision making.  You can't win the war if you don't win a battle now and then!

Monday, March 02, 2009

Data Integration and Your Organization


Today we had John Schmidt, VP of Global Integration Services at Informatica come speak to our teams about best practices for setting up an Integration Competency Centre (ICC).  John made an interesting point that your various Integration functions may be included in Competency Centres in different ways depending on the organization.  

If you have researched Business Intelligence Competency Centres (BICC) you will often find a Data Integration function as one of the functions staffed within the BICC.  However, Business Intelligence is just one part of the pie when it comes to integrating information across the enterprise.  You will also need data integration expertise for data quality, Master Data Management, and other non-BI specific projects.  A number of these projects may not impact BI significantly if at all.  If you want a holistic view of data across your organization you must either create a standalone ICC with strong ties to your BICC, or incorporate all areas of integration practice within a higher level Information Management Competency Centre.

Good BI is enabled by quality data.  Since data quality lives along the information management timeline from your source systems to your analytic databases, it is critical you have technology, process and people engaged all the way along to ensure the best data is delivered for BI.

Monday, February 23, 2009

Keeping your BI environment clean

image Over the past year or so the "green" revolution has been sweeping IT as a way for organizations to reduce their environmental impact and to cut costs at the same time.  This has driven the need for robust measurement systems to manage the transition to being a green organization.  A number of the big BI vendors have come out with pre-packaged solutions to drive more "green"  for organizations by encapsulating best practices.

It is great for BI teams to provide these systems to the organization, but we would be remiss to not apply these techniques within our BI environments.

What can you do?  One thing I recommend you do is to perform a complete review of your Business Intelligence data stores and reporting at least once a year.  The overall goals of this review are to remove obsolete information and to address any deficiencies.  There are a number of activities you could incorporate into this review:

  • Validate with your business stakeholders that the information has continuing value.  Solicit feedback on the information that is valuable, but is somehow incomplete.
  • Review usage statistics for data marts and reports to determine what content is accessed regularly and by whom
  • Validate that the report or data store reflects current business logic
  • Gather metrics on batch load processes, response time, and storage usage to ensure your environment is stable and is scaling as volumes grow.  I've never heard of a Data Warehouse that shrinks in size over time.

The majority of these activities do not cost you a dime other than people's time.  This is especially attractive in a financial environment like today, when capital spending is being closely scrutinized.  Putting in place a regular program such as this will enable your organization to realize the following benefits:

  • Reduce maintenance costs for your BI environment.  Less data marts and reports to support as your environment grows and changes.  You can quickly find yourself drowning in too many items to support.
  • Lower the related data centre costs to support your infrastructure.  Believe it or not, all your ETL processes, database servers and storage solutions consume significant amounts of power and cooling.
  • Identify duplicated information that is redundant.  Root out conflicting business definitions.
  • Reduce the opportunity for information overload.  Having focused information will allow your users to find what they are looking for quicker.

Spare the environment and lower your costs by supporting less while extracting maximum value from your existing investments.  You can't beat this type of ROI!

Sunday, February 15, 2009

CIA: Collaboration in Action

One of the greatest examples of effective collaboration is the partnership between 007 and Q in the James Bond movies.  Q would design and build gadgets that seemed to be uniquely suited to the next round of challenges and daring escapes James would encounter on his upcoming mission.  During each movie it appears that James just drops in to Q's lab after receiving his assignment to find everything he needs ready and waiting for him.

image

Being this ready for anything doesn't happen magically, but is the result of an agile development methodology.  Delivering information solutions is a constantly changing landscape that can benefit from applying the design principles used in Q's lab.

  • Rapid Prototyping - Every time James would drop by, the "latest" version of a new tool is ready to be tried.  Take every opportunity to show your users the look and feel of your solution, this will unleash their creativity and you will benefit from their increased engagement and suggestions.
  • Fail and Fail Fast - These gadgets would often have unintended side effects, or would explode spectacularly.  There was never any other reaction than cool, collected analysis to fix the problem.  Create an atmosphere where the ability to quickly fail, learn from the mistake, and try again happens as quickly as possible.
  • Open Environments - Tests were not undertaken in closed laboratories, but were instead conducted in environments that were open to other researchers and their devilishly handsome customers.  Have a physical environment that encourages collaboration with everyone that is core to a project.  Virtual environments are great, but nothing replaces in person communication.
  • Continuous Improvement - Every time 007 returns his shot up, smoking, destroyed vehicles, he provides feedback directly to the designer on what did and didn't work properly.  Find different channels to receive feedback from your users, and make a point of acting on it.

Business Intelligence is not something that is done well in isolation.  Encourage your team to use the above concepts, and look for every opportunity to engage the right people in your initiatives no matter what area of the organization they are from.

"Now do please remember to take care of all this equipment 007...DON'T TOUCH THAT!!...That's my lunch!" - Q

Monday, February 09, 2009

BI for BI

One of the core disciplines within a Business Intelligence team or program is to develop internal metrics and performance management practices. The idea of "BI for BI" is to exploit your internal strengths and live the fact-based decision mantra.

Business Intelligence is a core component of corporate performance management systems. Conversely, Business Intelligence can only deliver maximum value when it is coupled by a strong performance management culture. In order to communicate the value of spend on BI / performance management initiatives, we need to talk about both the BI technology and the culture required to support it.

If we have the management practices in place to constantly act on and refine our internal program / departmental metrics, we can then use this as a working example to the rest of the organization. Not only will you be able to demo the metrics produced for your team, but you will be able to relate success stories that you had acting on this information. Not only show a dashboard trending average bugs per release, but also tell the story of how your team saw a negative trend 6 months ago, implemented an improvement to the code review process, and reduced overall bugs by 50%. How powerful is that!

image

Here are just a couple examples of metrics you could put in place to measure your BI program:

  • ETL Job Completion Times
  • Uptime by Infrastructure Component (Presentation, ETL, Database Layers)
  • Volume of Requests for Information
  • Average Frequency of Visits to BI Portal (i.e. 3.5 times per week)
  • Volume of Data Quality Issues
  • Resolution Time on Service Tickets
  • Production Incidents by Severity
  • Changes to Report / Asset Catalogue

A couple hints on how to put this in place:

  • Make people accountable for their metrics. They own them and report on them.
  • Start small and grow. Start with measuring only a handful of metrics, and add additional metrics over time. Look for patterns of key performance indicators, and their relation to other metrics.
  • Review and publish your metrics. Have a regular time set for metric review. Make metrics available to anyone that interacts with you, including your customers. Open the Kimono!

It is a basic professional requirement for an organization to produce regular metrics on their performance. Leverage your team's expertise in the discipline of Business Intelligence to improve your team's performance, and show the rest of the organization how it is done!

Sunday, February 01, 2009

The Agile Organization: Powered by Data

One of the core characteristics of an analytical competitor is the ability to rapidly leverage the organization's data to make decisions faster than their competitors. Being first to market with a new idea, product or service will ensure success when the profit margins are high before the big new thing becomes a commodity.

Here is an example of a business using analytics to gain market share:

We need to retain our high end customers with a loyalty program. Who are our most profitable customers?

Our most profitable customers must be the ones that drive highest revenues, lets go and see what this customer base looks like.

Thus begins a cycle of analysis to answer this question.

  • Data Discovery - What data is available on revenue? What systems contain this data? What is the quality and integrity of the data?
  • Data Acquisition - Know that I know what data is available, how do we get it? Does it have to be brought into the Data Warehouse? Do I need to get an extract from the ERP system?
  • Analysis - Looks like our highest revenue customers are large call centres...
  • Act - Call these clients as the pilot group to offer them 5% off new equipment installs.
  • Measure - Gather feedback from commercial account reps

Feedback comes in stating that many customers offered this discount said they would prefer more free support calls instead. What type of support call volume do we have anyway?

So begins another cycle of analysis to look at support call volume. If this data does not exist in a readily available source such as a Data Warehouse, then we have to go through the whole cycle starting with Data Discovery.

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If we go through this again, we will likely lose at least days if not weeks until we are able to determine the next course of action on our journey to retain our most valuable customers. If a company is able to cut out the Data Discovery and Data Acquisition phases, they will be that much farther ahead of the competition.

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Having high quality data that is available to decisions makers when they need it is essential to becoming an analytical competitor. Focus on building out a robust information architecture that contains data that is relevant to your business today. With this approach you will literally be two steps ahead of the competition.

This is a personal weblog, and does not represent the thoughts, intentions, plans or strategies of my employer.