align business data & analytics for digital transformation

ALIGN BUSINESS DATA & ANALYTICS

FOR DIGITAL TRANSFORMATION#PerficientDigital

facebook.com/perficient twitter.com/PRFT_Transformlinkedin.com/company/perficient

Perficient is a leading information

technology consulting firm serving clients

throughout North America.

We help clients implement business-driven technology

solutions that integrate business processes, improve

worker productivity, increase customer loyalty and create

a more agile enterprise to better respond to new

business opportunities.

ABOUT PERFICIENT

#PerficientDigital 3

PERFICIENT PROFILEFounded in 1997

Public, NASDAQ: PRFT

2014 revenue $456.7 million

Major market locations:

Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago,

Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston,

Indianapolis, Lafayette, Milwaukee, Minneapolis, New York City,

Northern California, Oxford (UK), Southern California, St. Louis,

Toronto

Global delivery centers in China and India

>2,600 colleagues

Dedicated solution practices

~90% repeat business rate

Alliance partnerships with major technology vendors

Multiple vendor/industry technology and growth awards

4#PerficientDigital

INDUSTRIES

Healthcare

Financial Services

Life Sciences

Retail & Consumer

Goods

Automotive &

Transportation

High Tech

Telecom

Energy & Utilities

Manufacturing

Media & Entertainment

PORTALPortal Frameworks

SearchSecurityWeb AnalyticsWeb Content Management

Social & CollaborationMobilityExperience Design

INTEGRATIONIntegration Frameworks

Cloud ArchitectureReference Architecture

Application IntegrationEnterprise Application IntegrationService Oriented Architecture

Process & Content IntegrationBusiness Process ManagementComplex Event ProcessingRules Engines

DATA & CONTENTBusiness Analytics

Business IntelligencePredictive AnalyticsReporting

Structured Data ManagementData Integration, Quality & GovernanceEnterprise Data WarehouseMaster Data ManagementProduct & Information Mgmt

Unstructured Data ManagementBig DataContent IntelligenceContent Management

Enterprise Search

CUSTOMER EXPERIENCECustomer 360

Multi Channel EnablementRelationship ManagementSocial Engagement

CommerceMarketing Strategy ImplementationOrder ManagementSupply Chain ManagementService & SupportManaged Hosting

Sales & Service SupportCustomer Service, Sales Force Automation

Experience DesignStrategic Roadmaps & Envision Workshops User Research & Metrics AnalysisCreative & Interaction DesignCustom & Responsive UI Development

Digital MarketingSearch Engine MarketingOnline AdvertisingContent StrategyConversion Optimization

Management Consulting

BUSINESS OPERATIONSCorporate Performance Management

Budgeting, Forecasting & PlanningBusiness Analysis & Predictive Analytics

Enterprise Business SolutionsOracle EBSVertex Tax Solutions

Human Resource SolutionsEmployee Portals Human Resource ManagementTalent Management

Enterprise Social PlatformsSocial StrategyLync Unified CommunicationsOffice 365

Management Consulting

OUR SOLUTIONS PORTFOLIO

5#PerficientDigital

PRESENTERS

Neetu ShawPrincipal

neetu.shaw@perficient.com

Bill BuschSr. Solutions Architect

@BigData73

bill.busch@perficient.com

#PerficientDigital 6

DISCUSSION ITEMS

Source: Wikimedia Commons, Erik Strandberg

• Key Drivers Transforming Analytics and Data

• 5 Information Pillars required for Digital

Transformation

• Stages of Information Management Transformation

• Key Approaches for Governing the New Architecture

7#PerficientDigital

MACRO-TRENDS DRIVING DATA TRANSFORMATION

Mobile

Internet of Things

Cloud

* Morgan Stanley Research

#PerficientDigital 8

“Adoption of technology to continuously analyze streams of events will

accelerate in 2015 as it is applied to IoT analytics, which is expected to grow

at a 5-year compound annual growth rate of 30%.” (IDC)

“Big Data stream computing and visual discovery power digital business.

The leaders that connect things, ideas, people, and data will lead the

transition from Business Intelligence to Business Innovation.” (Neetu Shaw)

Cloud implementations of Big Data and analytical (data science) solutions

are the backbone of digital business.

DIGITAL TRANSFORMATION IS POWERED BY INFORMATION

#PerficientDigital 9

THE DIGITAL OPPORTUNITY

73% of organizations have

invested or plan to invest in Big Data

over the next two years

8%Companies have deployed

transformational applications to

production

Gartner News Room September 17 2014.

10#PerficientDigital

BIG DATA USE CASES SPAN INDUSTRY AND LIFE

Retailers target

customers with

personalized offers

based on their

location in a store.

Pharmaceutical

companies use

device data to

increase the quality

of healthcare.

Automotive firms

provide real-time

insight into how

various vehicle systems

are performing under

specific driving

patterns, thereby

improving driving

experience, safety.

Power companies

analyze smart meter

data to detect fraud,

improve quality of

services.

11#PerficientDigital

82%

Big Data research shows it is

disruptive and “potentially”

transformational

See Big Data changing the way they do

business.

89% believe Big Data is very important to their

transformation into digital.

http://www.accenture.com/us-en/Pages/insight-big-data-research.aspx

#PerficientDigital 12

63%

Executives believe that the top

focus of Big Data initiatives

over next 5 years will be:

Customer Relationships

58% Redefining Product Development

56% Changing Operations

http://www.accenture.com/us-en/Pages/insight-big-data-research.aspx

#PerficientDigital 13

80%

Business enablement is finally here!

Business intelligence requirements should

be carried out by business users

The Forrester Wave™: Self-Service Business Intelligence Platforms, Q2 2012

#PerficientDigital 14

THE 5 INFORMATION

GOVERNANCE PILLARS

15#PerficientDigital

THE FIVE PILLARS

1

2

3

4

5

16#PerficientDigital

CORE DATA PILLARS APPLY TO BOTH ENTERPRISE AND BIG DATA

• Data Modeling

• Data Taxonomy

• Data Migration

• Data Storage

• Data Access

• Data Archiving

• Data Retirement

• Data Privacy

• Data Retention

• Data Sharing

DATA

STRUCTURE

DATA

ARCHITECTURE

DATA

SECURITY

• Data Profiling

• Data Cleansing

• Data Monitoring

• Data Compliance

• Data Traceability

• Data Ownership

• Data Stewardship

• Data Policies

• Data Standards

• Data Legalization

• Master Data

Management

• Reference Data

Management

• Metadata

Management

DATA

QUALITY

DATA

GOVERNANCE

MASTER DATA

& METADATA

17#PerficientDigital

CORE INFORMATION GOVERNANCE (IG) CAPABILITIES

Master Data& Metadata

Data Quality

DataGovernance

Pro

cess

Peo

ple

Tech

nolo

gy

• Data Definitions• Master Data• Metadata• Reference Data

• Data Quality Rules & Policies• Data Cleansing Standards• Compliance Rules

• Data Policies• Data Standards• Business Data Ownership• Data Workflow

• Data Stewards• Business Data Owners• Data Czar or Mgt. Committee

• Data Administration• Data Quality Services Team• Data Governance• DBAs

• Business Data Administration• Data Stewards• Data Owners

• Master Data Mgt. Tools • Reference Data Architecture• Metadata Repository

• Data Profiling, Quality & Monitoring Tools

• ETL Tools• Audit Reports

• Data Rules Library• Automated Notifications

(Workflow)

IG Capabilities

18#PerficientDigital

ALIGNED PEOPLE, PROCESS, AND TECHNOLOGY

• Maturity

• Data Policies

• Data Standards

• Business Data

Ownership

• Data Workflow

• Data Taxonomy

• Logical Data Models

• Business Process

Flows

• Data Sizing, Storage &

Movement Architecture

• Data Retention &

Deletion Policies

• Physical Data Models

• Data Definitions

• Master Data

• Metadata

• Reference Data

• Data Quality Rules &

Policies

• Data Cleansing

Standards

• Compliance Rules

• Compliance & Security

Policies

• Local, National &

International Laws

• Pre-test Anonymization

• Sponsorship &

Maturity

• Business Data

Stewards

• IT Data Custodians

• Governance

Committees

• Enterprise Data

Architects

• Data Modelers

• Solution Architects

• Storage/

Technical Architects

• DBAs

• Business Data

Administration

• Data Stewards

• Data Owners

• Data Administration

• Data Quality Services

Team

• Data Governance

• DBAs

• Corporate Security

• Auditors

• Compliance Dept.

• Data Rules Library

• Business Glossary

• Metadata Repo

• Quality, Security,

Privacy, Metrics

• Automated Workflows

• LCM

• Data Modeling Tools

• Development Tools

• Archiving Tools

• Storage Management &

Hardware

• Technical Architecture

• MDM Tools

• Reference Data

Architecture

• Metadata Repository

• Data Profiling, Quality &

Monitoring Tools

• Quality Tools

• Audit Reports

• Security Software

• Access Rights

Management

• Data Audit Trails

• Data Anonymization

DATA

GOVERNANCE

DATA

STRUCTURE

DATA

ARCHITECTURE

MASTER DATA

& METADATA

DATA

QUALITY

DATA

SECURITY

TE

CH

NO

LO

GY

PE

OP

LE

PR

OC

ES

S

19#PerficientDigital

COMPREHENSIVE ANALYTICAL PROGRAM

#PerficientDigital 20

MATURING THE DATA-

DRIVEN COMPANY

21#PerficientDigital

ENABLING A DATA-DRIVEN TRANSFORMATION

Increase value attainment and

business enablement

Uncommitted

IT drives the initial forays into Big Data and

Analytics with little business case support

Engaged

Active Analytics and Data initiatives with limited

enterprise exposure

Dynamic

Business-aligned and driven analytics across the

enterprise

Differentiated

Analytics and Data capability is used to enable industry

leadership

1

2

3

4

22#PerficientDigital

7 TRANSFORMATIONAL DIMENSIONS

Uncommitted

IT drives the initial forays into Big Data and

Analytics with little business case support

Engaged

Active Analytics and Data initiatives with limited

enterprise exposure

Dynamic

Business-aligned and driven analytics across the

enterprise

Differentiated

Analytics and Data capability is used to enable industry

leadership

1

2

3

4

Increase value attainment and

business enablement

23#PerficientDigital

TRANSFORMING THE DATA ENVIRONMENT: LEVEL 1 UNCOMMITTED

Increase value attainment and

business enablement

Engaged

Active Analytics and Data initiatives with limited

enterprise exposure

Dynamic

Business-aligned and driven analytics across the

enterprise

Differentiated

Analytics and Data capability is used to enable industry

leadership

2

3

4

Uncommitted

IT drives the initial forays into Big Data and

Analytics with little business case support

1

24#PerficientDigital

TRANSFORMING THE DATA ENVIRONMENT: LEVEL 2 ENGAGED

Increase value attainment and

business enablement

Uncommitted

IT drives the initial forays into Big Data and

Analytics with little business case support

Dynamic

Business-aligned and driven analytics across the

enterprise

Differentiated

Analytics and Data capability is used to enable industry

leadership

1

3

4

Engaged

Active Analytics and Data initiatives with limited

enterprise exposure

2

25#PerficientDigital

Engaged

Active Analytics and Data initiatives with limited

enterprise exposure

Differentiated

Analytics and Data capability is used to enable industry

leadership

TRANSFORMING THE DATA ENVIRONMENT: LEVEL 3 DYNAMIC

Increase value attainment and

business enablement

Uncommitted

IT drives the initial forays into Big Data and

Analytics with little business case support

Dynamic

Business-aligned and driven analytics across the

enterprise

1

2

3

4

26#PerficientDigital

Dynamic

Business-aligned and driven analytics across the

enterprise

TRANSFORMING THE DATA ENVIRONMENT: LEVEL 4 DIFFERENTIATED

Increase value attainment and

business enablement

Uncommitted

IT drives the initial forays into Big Data and

Analytics with little business case support

Engaged

Active Analytics and Data initiatives with limited

enterprise exposure

Differentiated

Analytics and Data capability is used to enable industry

leadership

1

2

3

4

27#PerficientDigital

People

• Train/level set organization in

Big Data vision and concepts

• Establish goals/objectives

• Understand IT and business

transformation that is required

• Identify core team and

governance participates

• Train POC technical resources

• Identify and train business

power users

• Establish Analytics COE

focused on enablement

• Train analytics core team

• Broaden technical training to

focus on delivery and best

practice

• IT people manage data as a

unified resource

• Train IT management in next

generation

Process

• Establish governance model

• Initiate program management

• Identify broad business cases

• Complete strategy assessment

• IT driven data investments

• Develop architecture

governance and delivery

processes

• Data investments are driven by

business silos

• Establish sandbox policies

• Build support processes

• Data investments are driven by

enterprise business priorities

• Continuously improve delivery

processes and best practices

• Refine and Maintain capability

roadmap

• Enhance business processes

based on analytics

• Strategic decision making

processes plan for analytics

Technology

• Determine high-level approach

• Core architectural principles

• Target roles for Big Data in

enterprise architecture

• Desktop investigation of

technology

• Complete POC

• Determine product solution

architecture

• Establish production

infrastructure

• Transition to a single unified

data architecture

• Services are concentrated on

an enterprise data hub

• Align architecture and

governance

Unified data architecture is

continually improved

Enterprise Vision Enterprise Asset

Uncommitted

NEXT-GENERATION DATA MATURITY

Engaged Dynamic Differentiated

#PerficientDigital 28

GOVERNING THE NEXT-GENERATION

ENTERPRISE ARCHITECTURE

29#PerficientDigital

DATA TRANSFORMATION SUCCESS IS MORE THAN A TOOL DISCUSSION

Alignment to Corporate

Objectives

As companies are digitally

transform they are

redefining service, speed

and ease-of-use

Next-Generation

Architecture Focus

A unified architecture to

support the new data

ecosystem

Value-Focused

Governance

Governance must be

resized to the value created

Organizational Skill

Development

Skills for the new digital

economy must be acquired

and developed

30#PerficientDigital

Corporate strategy executed through an business

aligned IT strategy results in an aligned enterprise

architecture

A pragmatic model to bring about business agility

and flexibility

Defines ownership, best practices and agile

delivery

Results in a streamlined, maintainable and

flexible enterprise architecture addressing

data/information, application, technology and

technology architectures

Once aligned, enterprise architecture will be an

enabling factor for business agility

Corporate Strategy

IT Strategy

Enterprise Architecture

Data/ Information

Application Technology

ALIGN ENTERPRISE ARCHITECTURE TO CORPORATE STRATEGY

31#PerficientDigital

Business

Architecture

• Servers

• Networks

• Operating/VM Systems

• Networking/ Cloud

• Database Platforms

• Security

• Storage

• Desktop/ Mobile

• SOA

• Frameworks

• Canonical Models

• Service Definitions

• Process Models

• Data

Architecture

• Data Integration

• BI/Reporting

• Analytics

• MDM

• Data Quality

• Content

Intelligence

• Metadata

Information

Architecture

Information Architecture

Technology

Architecture

Application Architecture

Application

Architecture

Technology Architecture

• Business Processes

• Use Cases/Models

• Requirements

• Business Rules

• Organizational Models

IT Governance

Co

rpo

rate

Str

ate

gy

Enterprise Architecture

ENTERPRISE ARCHITECTURE DATA-DRIVEN STRATEGY

Solution Architecture

32#PerficientDigital

UNIFIED DATA ARCHITECTURE: BIG DATA-CENTRIC

33#PerficientDigital

BIG DATA GOVERNANCE: AREAS OF FOCUS

*Source: Gartner, 2014

• Big Data is core to IT success and must be

integrally governed

• Companies governed well have a 20%

higher return on assets*

• Successful Big Data deployments

• Have higher business usage

• Investment aligned to business priorities

• Support business agility

34#PerficientDigital

VERTICALLY ITERATE TO CREATE VALUE QUICKLY

Move Data To Data Hub (Raw)

Iteration 1

Standardize Data

Iteration 2

Model/Integrate Data

Iteration 3

Prep and Move to DW/DM/IMDB

Iteration 4

Dashboards, Scorecards and

ReportsIteration 5

Data Available for Analytics and Discovery

$

Broad-based Data Analysis -> Design -> Data Ingestion Build -> ETL Build -> DW/DM/ Build -> Dashboards, Scorecards, Reports -> Move to Production

Focused Analysis

Data Available for Use

$

Big Data Vertical Iteration

Big Data Horizontal Iteration

Single Iteration

Continually Improve Data

#PerficientDigital 35

Enable business users and developers to be more self-

sufficient and productive

Create services that coach business users and monitor their

progress

Create certification and gamification processes to drive

desired behavior

Establish and monitor metrics for continuous improvement

Create a controlling type of culture

Governance for governance’s sake

Create IT bottlenecks

DOS & DON’TS

36#PerficientDigital

Context

and

Capability

Insight

Vision and

Goals

Strategy and

Experience

Modeling

Road Map

and

Rollout

Planning

• Stakeholder Interviews

• Primary Research

• Key Customer Journeys

• Maturity and Opportunity Assessments

• Competitor Strengths and Positioning Assessment

1 2 3 4

Execution and

Optimization

Develop actionable

insights that frame the

problem and inform

solution ideation

Envision and articulate

high-value future state

scenarios and objectives

Identify key initiatives

along with operational,

technical and platform

requirements

Prioritize initiatives based

on effort and impact to

guide implementation

• Core Initiatives Definition and Scoping

• Experience Pillars

• Future State Experience Definition

• Concept Validation

• Road Map and Implementation Plan

• Identification of Quick Wins vs. Long-term Initiatives

• Investment and Resource Analysis

• Work Stream Planning

• Change Management Planning

HOW TO GET STARTED

• Vision Workshop

#PerficientDigital 37

QUESTIONS?

Please submit your questions in

the chat box

#PerficientDigital 38

FOLLOW US ONLINE

• Perficient.com/SocialMedia

• Facebook.com/Perficient

• Twitter.com/PRFT_Transform

• Blogs.perficient.com/digitaltransformation/

NEXT UP

Perficient & Forrester Analyst Roundtable:

Rethink & Realign for Digital Transformation Success

Thursday, June 18 | 1:00 PM CT

http://bit.ly/DTWebinar6

#PerficientDigital 39

Thank you for

joining us today

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