preparing your own strategic bi vision and roadmap: a practical how-to guide

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Preparing Your Own Strategic BI Vision & Roadmap A Practical How-To Guide Kevin O’Rourke Director, Practice Leader, BI Solutions TriCore Solutions

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Page 1: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Preparing Your Own Strategic BI Vision & Roadmap A Practical How-To Guide

Kevin O’Rourke Director, Practice Leader, BI Solutions

TriCore Solutions

Page 2: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide Presented by Kevin ORourke, TriCore Solutions No single organizational initiative warrants preparation, planning and strategy more than the decision to invest in a Business Intelligence (BI) Program. Many organizations make BI one of their priorities because of the organization’s leadership direction. From a strategic perspective, information remains as one of the most valuable assets to an organization. True organizational responsiveness begins with an alignment of organizational strategy to a BI program. You will not want to miss this opportunity to understand the methodology needed to develop a BI Strategic Vision and Roadmap for your organization

Page 3: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Business Intelligence Fundamentals 1

Bringing It All Together 5

Current State, Future State and Gap 4

Business Requirements Definition 3

BI Strategic V&R Methodology Overview 2

Page 4: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Business Intelligence Fundamentals

Page 5: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

People, process, and technology required to turn data into information and information into knowledge and plans that drive effective business activity, gain business insight and achieve competitive advantage.

Grass Roots – Business Intelligence Defined

Page 6: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

How do our business constituents consume information? Summary, Detail, Summary to Detail? Analysis Chain? Functional Area or Enterprise View? Analysis driven? Ad hoc reporting, managed reporting, report publishing? Intraday, Daily, Weekly, Monthly, nPeriod? Graphical, List, Dashboard, Combination of?

BI Usage Drives Choices for Data Architecture and BI Product Mix

Page 7: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Supply Chain FinanceSales & MarketingGlobal ServicesEngineering &

QualityManufacturing

Daily Business Processes (workflow)

Performing Analysis (Why Did It Happen? What Will Happen?)

Effective BI platforms provide bi-directional access to organizational data;

MONITORWhat Just Happened?

DashboardsAlerts

REPORTWhat Happened?

Operational ReportsException Reports

Scorecards

ANALYZEWhy Did It Happen?

Operational AnalysisBusiness Analysis

PREDICTWhat Will Happen?

Linear RegressionAffinity Analysis

What-if Forecasting

Real Time / Near-Real Time Data Historical Data (Data Warehouse / Data Marts)

Analytical Sophistication

75% Reporting

Needs

20% Reporting

Needs

5% Reporting

Needs

User roles within an organization drive BI solution mix;

Actionable BI is Cross Functional

Page 8: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Activity and Performance Driven BI

Page 9: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Usage Profiles Collectively Determine Data Architecture

Page 10: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Usage Profiles Collectively Determine BI Product Mix

Page 11: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Understanding BI Platform Approach

Page 12: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

BI Strategic V&R Methodology Overview

Page 13: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Top Down Approach

Page 14: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Bottom Up Approach

Page 15: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Using Facilitated Sessions to Determine Actionable BI

Page 16: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Structured interview conducted by a BI Analyst;

Functional or cross-functional sessions;

Sessions 2 – 3 hours, can be iterative;

Business-centric vs. technology-centric activity;

Designed to provide BI Analyst insight on role-based actionable BI;

Goal to understand actionable BI which is quantifiable;

Business Function Area team roles and responsibilities;

▪ Determine Information Usage Profile for each business area group;

▪ Understand Key Measures and Informational (descriptive) data;

▪ Current report preparation requirements;

▪ Information Refresh and Delivery Requirements;

▪ Understanding of Data Quality, Data Availability;

▪ Understanding of business impact (business justification);

Facilitated Sessions to Understand Daily Decision Support

Page 17: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

True cause-and-effect analysis requires both lagging historic measures and their associated leading measures to be navigable across business function areas;

Determining Root Cause in the Decision Making Process

Page 18: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Technical Feasibility

Information Collected: Measures & Dimensions

KPI’s

Analytical Pathways

Benchmarks

Subject Areas

Measure Groupings

Data Availability

Data Reliability

Business Sys Consistency

Transformation Complexity

Etc …

Page 19: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Technical Feasibility – Profiling Your Organization

Page 20: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

The Cost of BI …Why Actionable BI is so Important (CapEx)

Page 21: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

The Cost of BI …Why Actionable BI is so Important (Opex)

Page 22: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Current State, Future State and Gap

Page 23: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Current State

Infrastructure

Vendor Preferences

Information Architecture

BI Content Inventory

BI Workflow Processes

Available Documentation

Governance Processes

Organizational Readiness

Future State

Capacity Planning

Required Infrastructure

Project Candidacy List

Information Architecture

BI Platform Mix

Governance Processes

Organizational Readiness

GAP Analysis

Understanding GAP between your Current State and Future State

Page 24: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Bringing It All Together

Page 25: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Facilitated Session Findings

Business Intelligence Strategic Roadmap

BI Strategic Vision & Roadmap

Project Planning Views (Costed)

Presentation Materials

Page 26: Preparing Your Own Strategic BI Vision and Roadmap: A Practical How-To Guide

Thank you for the opportunity!

Kevin O’Rourke Director, Practice Leader, TriCore Solutions