august 19 business intelligence kschlegel

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© 2014 Gartner, Inc. and/or its affiliates. All rights reserved. While you are waiting for our webinar to begin, you might be interested in the downloads on the Attachment tab: Have a question for our analyst? Click the Question tab. Q&A will be at the end of today’s presentation. If you have any difficulties, please email [email protected]. A copy of today’s presentation Information on how to dial in if you are unable to attend via VoIP

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Page 1: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

While you are waiting for our webinar to begin, you might be interested in the downloads on the Attachment tab:

Have a question for our analyst? Click the Question tab. Q&A will be at the end of today’s presentation.

If you have any difficulties, please email [email protected].

A copy of today’s presentation

Information on how to dial in if you are unable to attend via VoIP

Page 2: August 19 Business Intelligence Kschlegel

960 Analysts

14,000 Client

Organizations

200,000+ Client

Interactions

Vertical Coverage

in Nine Industries

5,500 Benchmarks

10,200 Media

Inquiries

World's Largest

Community of CIOs

70+ Conferences

75% of Global 500

2,100 Consulting

Engagements

Clients in 85 Countries

72% of Fortune 1000

500 Consultants

Gartner at a Glance

Page 3: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. This publication may not be reproduced or distributed in any form without Gartner's prior written permission. If you are authorized to access this publication, your use of it is subject to the Usage Guidelines for Gartner Services posted on gartner.com. The information contained in this publication has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information and shall have no liability for errors, omissions or inadequacies in such information. This publication consists of the opinions of Gartner's research organization and should not be construed as statements of fact. The opinions expressed herein are subject to change without notice. Although Gartner research may include a discussion of related legal issues, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner is a public company, and its shareholders may include firms and funds that have financial interests in entities covered in Gartner research. Gartner's Board of Directors may include senior managers of these firms or funds. Gartner research is produced independently by its research organization without input or influence from these firms, funds or their managers. For further information on the independence and integrity of Gartner research, see "Guiding Principles on Independence and Objectivity."

Kurt Schlegel

How to Deliver Self Service Business Intelligence

Page 4: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved. Source: BI Ready

Historically: Information Management for Analytics = Data Warehousing

Page 5: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved. © 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Centralized Control

Industry Alternatives

Empowered Users

Page 6: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Key Issues

1. Craft a self-service-reporting strategy to remove the IT bottleneck from business intelligence.

2. Augment existing semantic layer-based BI platforms and data warehouses with data discovery.

3. Create the right organizational model to deliver reports with agility and strong governance.

Page 7: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Key Issues

1. Craft a self-service-reporting strategy to remove the IT bottleneck from business intelligence.

2. Augment existing semantic layer-based BI platforms and data warehouses with data discovery.

3. Create the right organizational model to deliver reports with agility and strong governance.

Page 8: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

State of Ohio Self-service BI Program

For data to be valuable, our business partners

must:

Pro

ce

ss

Te

ch

no

log

y

Pe

op

le

BISC

Organization Interaction Matrix

Reporting Process Decision Matrix

Interface Approach

Have the data they need

Know they have the data

Access the data

Use the data

Trust the data

Lack of understanding of which reporting tools

to use when

Lack of knowledge of existing reports

Uncontrolled propagation and

replication of data

Existing solution does not meet reporting

requirements

Cost and Complexity

Increased Risk

Lack of Business

Agility

Data Access Tools Matrix

Presentation Layer

Data Dictionary and Standard Reports

Consistent Security

1

2

3

4

Current State Challenges

Reporting Imperatives

1

2

3

4

5

Business Impacts

OAKS Reporting Strategy

Strategy Capabilities Enablement Looking Forward

Overview

Understanding the Problem Fixing the Problem

Page 9: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Find the Right "Sweet Spot" for BI

Centralized/ Controlled

Decentralized/ Autonomous

Static Reports

Interactive Reports

Data Discovery

Data Dump in Excel/Access

Ad Hoc Query/OLAP

The Dark Side The Dull Side Self-service BI

Information Consumers Power Users

Page 10: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Key Issues

1. Craft a self-service-reporting strategy to remove the IT bottleneck from business intelligence.

2. Augment existing semantic layer-based BI platforms and data warehouses with data discovery.

3. Create the right organizational model to deliver reports with agility and strong governance.

Page 11: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Three Distinct Data Discovery Use Cases?

1. Rapid prototyping: Quickly integrates data from multiple sources

2. Unfettered drilling: Built-in performance and no hierarchical drill path

3. Intuitive navigation: Users can explore data without much training

— Big Data Based —

— Search Based —

— Visualization/Memory Based —

Page 12: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

BICC — Sanctioned BI

Source

Source

Source

Source

Data Integration Process

Visibility to Lineage Helps Assess Data Confidence

Data

Warehouse

BI User Community

Personal Files

Data Mashup

Page 13: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

• Published:

- Information that has gone through a rigorous validation process can be disseminated as official data.

Certification of BI Content

• Limited Production:

- Information that has been created by end users and is worth sharing but hasn't been validated.

• Protype:

- Information is created by end users with little to no oversight. Users are empowered to integrate different data sources and make their own calculations.

Page 14: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Key Issues

1. Craft a self-service-reporting strategy to remove the IT bottleneck from business intelligence.

2. Augment existing semantic layer-based BI platforms and data warehouses with data discovery.

3. Create the right organizational model to deliver reports with agility and strong governance.

Page 15: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Gartner's Business Analytics Framework

Business Strategy and Enterprise Metrics

Information

Pro

gra

m M

an

ag

em

en

t Meta

data

an

d S

erv

ice

s

Consume

Produce

Enable

Peo

ple

Analytic Processes

Information Infrastructure

Processes

Business and Decision

Processes P

rocesses

Decision Capabilities Collaboration Decision Making, Intelligent Decision Automation,

Applications

Analytic Capabilities Descriptive, Diagnostic, Predictive, Prescriptive

Information Capabilities Describe, Organize, Integrate,

Share, Govern, Implement

Pla

tfo

rm

Performance

Page 16: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

The Future of Analytics Strikes a Balance Between Centralization & Decentralization

Finance

Sales

Marketing

Customer

Service

Supply Chain

Industry-specific

HR

Corp. Strategy

Procurement

Page 17: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Strike a Balance Between Centralized and De-centralized BI

Embed small BI teams into local departments to build and support BI solutions based on the architecture defined centrally.

• Solution architect

• Data integration developer

• Data modeler

• Data integration lead

• BI platform lead

• Business analyst

• DBA

• User trainer

• Business sponsor

• Report writer

• Help desk

Often, this role is devoted to writing (ETL) scripts.

Their implementations follow the data architecture,

the data quality policies, and rules established

by the data governance team.

This role is embedded in the business unit. The

analyst has a fundamental understanding of the

business requirements and has the expertise to build

analytical models to deliver on those requirements.

This role also feeds BI MDM requirements and

validates data on an ongoing basis.

Report writers are experts in using a particular tool

to build reports for specific requirements.

Page 18: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Establish Cross-functional BI Teams Blending IT and Business Skills!

Page 19: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Recommendations

Craft a plan to enable end users to build their own reports and analysis while promoting information consistency around the key measures that run the business.

Empower end users to create their own analytical views using data discovery, but also provide a way to certify this content for distribution.

Create new organizational structures that blend IT and business skills, and strike a balance between central and de-central BI delivery.

Page 20: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Recommended Gartner Research

How to Deliver Self-Service Business Intelligence Kurt Schlegel (G00232650)

Deliver Business Intelligence With a 'Think Global Act Local' Organizational Model Kurt Schlegel (G00175593)

Business Analytics Require New Information Management Capabilities Kurt Schlegel (G00219131)

For more information, stop by Gartner Research Zone.

Page 21: August 19 Business Intelligence Kschlegel

20

Events for Business Intelligence & Information Management Professionals

Experience live analyst expertise plus much more at a Gartner event.

Visit gartner.com/events

Gartner Catalyst Conference

11 - 14 August, San Diego, CA

Gartner Business Intelligence & Analytics Summit

21 - 22 October, São Paulo, Brazil

Page 22: August 19 Business Intelligence Kschlegel

September 10 – 12

Cape Town, South Africa

October 5 – 9

Orlando, Florida

October 14 – 17

Goa, India

October 27 – 29

Tokyo, Japan

October 28 – 30

Sao Paulo, Brazil

November 9 – 13

Barcelona, Spain

November 17 – 20

Gold Coast, Australia

Driving Digital Business

• Hundreds of analyst-led sessions, workshops,

roundtables and more

• Role-based tracks and industry sessions designed to

address key priorities and challenges

• Exclusive CIO Program designed for CIOs to learn,

network and advance their strategies

• Actionable take-aways for the next 6 to 12 months

and beyond

• Mastermind Interview and guest keynotes with industry

luminaries and proven leaders

• Networking opportunities that facilitate best-practice

sharing and leadership styles

• ITxpo exhibit floor with hundreds of solution providers

and emerging technology companies

THE WORLD’S MOST IMPORTANT GATHERING

OF CIOs AND SENIOR IT EXECUTIVES

Visit gartner.com/symposium

Page 23: August 19 Business Intelligence Kschlegel

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved. 22

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