qlikview in the enterprise - witside.com in the enterprise.pdf · agenda • value for customer •...
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QlikView in the Enterprise
Business Driven and agile BI with IT control and governance
Customer Case
Bas van Reeuwijk
Partner Enablement Manager BEERMEA
Athens, 2nd June 2014
Agenda
• Value for Customer
• QlikView in the Enterprise
– Setting the foundation
– Roles & Responsibilities
– Change Process
– The Next Question Scenario
Objective: Overview of customer implementation (Cognos replacement) on top of SAP, and understanding of
how QlikView can be implemented in large organizations from a governance perspective, in order to achieve
true business-driven BI.
Customer Case
• Before 2009, Cognos as BI within Commercial area
SAP BW
Trasactional data
SQL dbMarket data
Cognos Cubes
Customer Case
• Reality
SAP BW
Trasactional data
SQL dbMarket data
Cognos Cubes
Issues
• Not reaching all users (usability)
• Need to upgrade
• Not enough added value
• Used as an excel-download engine
• Maintenance cost
• Complex environment (depending on consultants)
Problem with long leadtimes
”Next Question??”
Contact IT
Months
”Next Question”
SolutionBusiness Requirement
IT Department
Contact IT
Traditional BI – reality in many cases
Customer Case
SAP BWTransactional data
SQLMarket Data
~ 1000 users globally
• Move from Cognos to QlikView in 2009
• Complement to SAP BW for internal data
• Sales, Marketing and Finance
• Server & Publisher
• ~ 1000 users globally – user pull
• ~ 10-15 unique official/Global apps
• SAP BW, SQL db, csv, excel
• 4 months from start to fully deployed
• No offline allowed. Access aligned with BW
• Dashboards, discovery, ad-hoc analysis
• 1 app ~ ”unlimited” amount of reports
Customer Case
• Move from Cognos to QlikView in 2009 / 2010
• Cautious approach - stepwise
CognosCognos
QlikViewQlikViewQlikView Impl. project
Go Live
TimeDec 2009
Aug 2009
April 2010
Close
Customer Value
• Time savings on business side due to speed (performance) and ease of use
• User acceptance – happy, engaged, active users. Investment utilized.
• Cost efficiency / TCO Cost efficient training TTV, rapid implementation Resource efficient development & business prototyping (speed & agility) IT requests reduced
• Fulfillment of business needs, when needed...... ...Better insights, Better decisions
Business Driven BIIntuitiveness & User acceptance Data-model / Scripting & In-Memory
User quotes”Amazing - now we can focus on what
really makes a difference, i.e. analyse and provide insights for better decision making”
Business analyst, Brazil
”Before when preparing for monthly management meeting it was almost
a week of data collection. Now I was done in 30 minutes!”
Marketing Director, Russia ”Thanks so much best IT ”Thanks so much – best IT solution ever delivered in this
company. I do not need to work weekends anymore”Marketing Manager, Arabia
”This is great – everything we need at our fingertips and it is easy to use!”
Sales
”I can’t believe we get this instant response when performing analysis
with this huge data volume”IT representative
”The way you can combine data, easily create meanigful charts and tables and also interact with it is really unmatched. One of the most important tools for managing my business.”
VP Commercial, Japan
Deploy
Traditional Implementation
AnalysePrepare Design Build Deploy
Months
QlikView approach
Design & Test
Build
Prepare & Analyse
Test
Why?
When?
What?
Who?
QlikView – agile business discovery
Technologhy Development efficiency
UI creation – fast, fun, easyBusiness involvement
Intuitive discovery & analysisIn-Memory – amazing performance
Scalable
Risk without governance
Application 2Developed by partner Y
It is tempting to just run and get quick results........ and business will still be happy
No framework: Many unique solutions and there are no common standards. No or little IT involvement.
Application 3Developed by partner Z
Sales
Supply Chain
Finance
Application 5Developed by partner X
Application 4Developed in house
Application 1Developed in house
Marketing
Time
Application 6Developed by partner W
Risk if platform does not support agility
New Need
Contact IT
Months
New Need
SolutionBusiness Requirement
IT Department
Contact IT
Request overloadReports, reports, reports....Complex environment Stuck in process approachLeads to long leadtimes
The right approach
QlikView Deployment Framework
Application 1Developed with Partner X
Application 2Developed in House / Partner X
Mark
eti
ng
Sa
les
Su
pp
ly C
hain
Fin
an
ce
Application 3Developed in House / Partner X
Application 4Developed in House / Partner X
CustomerAdapted
Framework
Time
Framework around:
Consulting Services
Framework around:• Roles & Responsibilities• Change process• Folders & File structure• Reusability / Repository
(e.g. variables & expressions)
• User Access setup• Load procedures• Developer Guidelines• UI Guidelines
Consulting Services - BICC
Role overview
Business User• ”Consuming” apps• Basic usage
Advanced User• Advanced functionality• Modifying / creating charts• Collaboration• Raise requirements
Application Owner (business BI)• Deep functionality knowledge• Layout / UI design• Education• Gather / understand requirement• Drive GAP’s / projects• Approval deployment & access
Platform Owner• Deep product and platform understanding (business persp.)
• Access policy• Overview of requiremements• Advisor• UI and deployment Guidelines• General Education• Monitoring (Business-persp.)
BI Steering Group• Budget ownership and mandate• Priority / Decision Gaps / Projects• Escalation path• Regular meetings
BI / QV Competence Center (BICC)• Highly skilled in QV development• Highly skilled in QV deployment / QMC• Developer Guidelines• Business and IT collaboration• IT Support & Maintenance• Process Optimization• Monitoring (IT-persp.)
Role overviewsmaller scale, e.g. 50 ~ 100 users
Business User• ”Consuming” apps• Basic usage
Advanced User• Advanced functionality• Modifying / creating charts• Collaboration• Raise requirements
QlikView Platform & IT• Product and platform understanding • Access & Security• Overview of requiremements• UI, dev. & deploym. Guidelines• Education• Development• Business & IT Collaboration
Standard process and roles
Needs / Prio
Prio / Decision
Governance, Development,
Support
Deployment
Needs
Users / Consumers Appl. / Area Owner
Platform Owner
BI Steering Group
IT – Maint. / Dev. / Support
Applications
Adv. user / ”local” champion
So.... utilizing the self-service & collaboration capabilities...Approx 30-40 % of business requirements
Self-Service• Standard functionality – all users• ”MySheet” – Adv Users & App owners• Collaboration / sharing
Typically user specific views to existing data in existing apps, i.e. new tables or graphs for specific purposes.
Lead time: minutes/hours
Your own space (empty sheet) where you can:
• Copy in and modify existing objects (charts / tables)
• Create new own objects
• Share objects with colleagues
• Access to the full data model
“MySheet” concept
and... process with built in agility (new needs)Approx 40 % of business requirements
Fast track• Changes < 8 hours support from IT• Business & IT collaboration• Business prototyping
Typically existing apps/reports: Layout changes, new graphs, ”simple” script changes
Lead time: hours / days
...still with strong governanceApprox 20 % of business requirements
Traditional track• Changes > 8 hours IT-work• Requires funding (gaps & projects)• Still close Business & IT collaboration• Documentation & testing• Business prototyping
Typically: New application/report, new complex KPI, advanced script / data model changes
Lead time: weeks
Comments around the fast track concept
Fast track possible thanks to:• ”App”-model – business prototyping
• ”All Data” (fields/dimensions) available in App
• Ease of use both for business users and developers
• Advanced functionality in a useable way
• QlikView data-modeling & scripting capabilities
Drives• Cost-efficient development
• Business driven development -> the right things gets developed
• Fulfillment of needs when business need it
This is a key differentiator with the QlikView platform in relation to e.g. stack vendors. Stack Vendors can simply not offerthis agile response to business needs. Only document and spend administration time when and where needed...
Business-driven BI
Ad-hoc & agilityQuick response to business requirements
Solid governance when & where needed
Fast TrackSelf-Service Traditional Process
Setting the right foundation
Setting the foundation – contol and governance, still with agility and flexibility, i.e. maintaining the business value of QlikView
Flexibility at the edges, dicipline at the core
...avoid performance issues
MySheet only to ”certified” users
Monitoring
Overlooking the environmentfrom business perspective
Illustration of the ”Next Question” Scenario
”Next Question??”
Contact IT
Months
”Next Question”
SolutionBusiness Requirement
IT Department
Contact IT
Traditional BI – reality in many cases
Illustration of the ”Next Question” Scenario
Days / Weeks....
Next Question....and next....and next....and next.....
Next Question....and next....and next.....and next....and next.....
.............
QV Apps
Competence
Overlap is key to success
Business knowledge / understanding
IT / Tool knowledge / understanding