how to ensure your microsoft bi project is a success!
DESCRIPTION
Ed Senez TSPBUG Talk September 24, 2014TRANSCRIPT
Ed Senez –President & Co-Founder@edsenez; [email protected] September 24, 2014
HOW TO ENSURE YOUR MICROSOFT BI PROJECT IS A SUCCESS!
..and how to avoid ship wrecks like this one…
Agenda Business Intelligence (BI) –defined A Roadmap to Success Demo –A BI Experience Microsoft BI – The Swiss Army Knife 10 Secrets From the Field
Not on the Agenda Big Data
HDInsight & Hadoop Licensing
BI –A Top Corporate Initiative
How I Define Business Intelligence
The transformation of data into meaningful and useful insights
to support decision processes.
BI Architecture 101
Data Marts
Extract, Transform, and Load (ETL)
Middleware Server(s)
DataWarehouse
StorageDesign and Visualization
Data Cubes and Tabular Models
E
T
L
Reporting Server(s)
BI and Designer Clients
Source data
The conundrumBusiness
Knows the requirement A little about technology Frustration leads to governance
violations I’ll get it myself!
IT Knows the technology A little about the business Frustrations, leads to invalid
deployments of technology I’ll just build it!
Results in the wild west
“Traditional” BI(Waterfall)
• Monolithic projects
• Expensive tools
• Few users (execs)
• Results come over years
Agile BI(Agile/Lean)
• Small targeted projects
• Inexpensive tools
• Many users (execs & field)
• Quick targeted results
Two Approaches
Agile BI –Forrester TM
Spawned from “The Age of The Customer” Business agility
Ability to manage change Information agility
Gather customer and market knowledge and rapidly incorporate it into decisions
Most organizations are nowhere near to this
The Forrester Wave™: Agile Business Intelligence Platforms, Q3 2014
Your Roadmap to Success1. Align to the business
2. Understand your corporate culture
3. Current state assessment
4. Create a pitch deck
5. Agile requirements gathering approach
*This is both a list and a loop cycle
Create a Pitch DeckBusiness objectiveProject definitionPurpose of the projectWhere we have come fromWhere we are goingLearningsAction StepsThe ASK –what do you need from them?*You may need more than 1 deck. Keep refining it.
Interview the C’s & LOB’s Start with the metrics that they track today
Existing reports How can they be improved (trends/variance/timeliness
etc) What’s hard to do today?
What matters most to them? Is it Variety, Velocity, or Volume of data?
Define Use Cases –don’t get too carried away What piece of data, if you had it today can:
Make You Money; Save You Money; Create New Opportunity
Corporate Culture Do you have a culture or measurement? Top-down or bottom-up? People do not like to be measured
*Don’t start by creating battles..
Current State Assessment Create a maturity model
by assessing – Systems where data
resides Quality of your data Existing tools Can be simple
E.g. 9/3/1scoring
Focus on Problem Solution Fit Our outcome from the Canvas
is to develop a “Minimum Viable Product” (MVP)
…with an appropriate way to measure a hypothesis and then we test to see if our hypothesis is true or not.
Look for pockets of success
Build, Measure, Learn
A BI Experience
The State of the World
The Swiss Army Knife
SQL Server Data ToolsPower View
Power Query
Power Q&A
Excel Services
PerformancePoint Services
PowerPivot for SharePoint
Power BI
On Premises & Cloud
Excel OnlyPerformancePoint
SSRS OnlySharePoint Mashup
On Premises Cloud
Azure VMs
ONE DOES NOT SIMPLY
RETURN HIS RAW DATA FROM THE DATABASE
EE
Microsoft enterprise (classic) BI
SQL Server DBSQL Server Integration Services (SSIS)
SharePoint (with)• Excel Services• PowerPivot for SharePoint• SSRS SharePoint Mode• PerformancePoint
SQL Server DB
StorageDesign and Visualization
SQL Server Analysis Services
Multidimensional and Tabular modes
L
SQL Server Reporting Services (SSRS)
ExcelSQL Data ToolsReport Builder3rd party tools
ETL
E
T
Source data
Microsoft personal BI (All in Excel)
Worksheets
Tabular Data Model (xVelocity)
Pivot Charts and Tables
Power View (Analytic reports)
Power Map (Geospatial and time series data)
Power Pivot (Model design)
Power Query (ETL)
Power Pivot Import (EL)
Team BI and SharePoint Dashboards
Power Pivot Worksheets• Pivot Tables and Charts• Power View
Data Marts and other
Data Cubes and Tabular
Models
Standard Worksheets• Pivot Tables and Charts
PerformancePoint Reports• Analytic Charts and Grids• Decomposition trees
SQL Server Reporting Services Reports• Standard• Power View
PerformancePoint Scorecards and KPIs
Secrets from the field#10 Users Lie –usually unintentionally
Data requirements evolve
#9 Inspect for yourself Be certain data isn’t being manipulated manually
#8 Work out loudKeep everyone on the project team informed at all times
Secrets from the field#7 Business and IT side by side
Buy coffee and donuts for IT
#6 Pick targeted metrics –carrot metrics
#5 Harvest the data into a PowerPivot Model Build visualizations and work with the users Note how they work with the data
Secrets from the field#4 Security can eat you up
Often who has access will drive design decisions ETL can save you –only extract what the user needs
# 3 Train your users
#2 Show your data some love and it will serve you better Data curation; data stewardship; governance
Secrets from the field#1 It’s a journey, not a destination
