august 19 business intelligence kschlegel
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Kurt Schlegel
How to Deliver Self Service Business Intelligence
© 2014 Gartner, Inc. and/or its affiliates. All rights reserved. Source: BI Ready
Historically: Information Management for Analytics = Data Warehousing
© 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
© 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.
© 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.
© 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
© 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
© 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.
© 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 —
© 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
© 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.
© 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.
© 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
© 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
© 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.
© 2014 Gartner, Inc. and/or its affiliates. All rights reserved.
Establish Cross-functional BI Teams Blending IT and Business Skills!
© 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.
© 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)
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