Balancing BI & Governance
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Transcript of Balancing BI & Governance
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7/31/2019 Balancing BI & Governance
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Balancing Self Serve BI &
Governance
Having the best of both worlds
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Success Factors for Corporate BI
Accurate, auditable, up-to-date data
Consistent, verifiable calculation formulas
Coherent, conformed data from all source
systems Friction free access to all of this data for users
Appropriate visualizations to understand complex
information Structured, standardized reports that provide the
data people need when and how they need it
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Successful Self Serve BI
Easy access to corporate BI data
Easy to understand relationships between data
Ability to easily combine external and 3rd party data
Ability to update data reliably
Ease of what-if analysis across scenarios
Flexible visualizations
Personalized calculations and customizable formulas
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The Dichotomy
Corporate BI
Corporate standard reports
Established Corporate data
Long lived reusable assets Authoritative information
Current and widely available
Aligned with corporateobjectives
Consistent calculations andformulas
Bounded analysis
Auditable
Personal BI
Explorative reports
Ad hoc combinations of data
One off and disposable Risky for pivotal decisions
May be dated and local
Aligned with operationalobjectives
Calculations and formulas mayvary from Corporate standards
Un bounded analysis
Not auditable
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Team BI
Our Context
BI Solution created bypower user. Context isfor a small team & its
managed on a server.
Personal BIOrganizational BI
My Context
BI solution created byuser. Context is only for
user & exists asdocument.
The Orgs Context
BI Solution created by IT,Established corporatecontext & is reusable,
scalable and backed up.
The Business Intelligence Continuum
Strategy
Driven
Business
Compliance
& Risk
Management
Consistent
Measurement
& Rewards
Innovative
Organization
Local
Decision
Making
EmpoweredAligned
Governance ensures that solutions are valid within the context they are presented
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Gauge Corporate BI Maturity
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Coexistence Self serve BI is an excellent incubator for defining and developing tactical and strategic
BI assets
Self serve BI allows users to perform operational BI without incurring IT overhead
Self serve BI reports need to be validated to mediate risk before being deployed for
other users
Self serve BI drawn from corporate BI data stores are the best candidates for rapid
deployment to other users as the data has already been sanctioned corporately
Self Serve BI allows good ideas to bubble up to corporate BI and act as a shock
absorber for ad hoc requirements
BI governance is required to manage and clearly establish
Roles and responsibilities
Rules and guidelines
Request prioritization
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Guidelines for using Spreadsheets as BI Tools
Create a spreadsheet governance policy Spreadsheets can be used for processes that do not go
beyond individuals and small workgroups
Spreadsheets cannot be used for mission critical processes
Spreadsheets cannot be used as systems of record or forregulatory processes
Monitor compliance with the policy Spreadsheets that do not conform to the policy need to be
controlled and managed Excel services provides a means to migrate spreadsheets
from Individual to Team BI
Monitor usage to extend solutions to corporate BI
Monitor usage to deprecate unused BI assets
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Managing the BI Continuum
Personal BI Is conducted on the users desktop using Excel
Involves validating hunches is our pricing strategy correct?
Is tactical what can I act on now?
Team BI
Uses articles stored on a shared platform using SharePoint
Involves managing departmental issues are we maintaining ourmargins?
Is operational what can we act on now?
Governance
Personal BI is a matter for individuals to manage on their desktop
Personal BI becomes Team BI based on consensus among team members
Team BI allows refinement and prioritization for corporate BI Team BI artifacts usage is tracked on the server by IT
Team BI operates on a use it or lose it basis
A policy needs to be established to remove unused artifacts and promote
heavily used artifacts
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Cost vs. Veracity
There is a cost for quality and reliability!
There are risks associated with unmanaged BI
As we move towards sanctioned Corporate BI the cost increases
Verification and validation require resourcesChoices must be made
Alignment with budget requires prioritization of effort
As BI moves along the continuum from Personal through Team toCorporate greater scrutiny and verification is required
Not only data and formulas need to be considered, so does the
statistical accuracy of the result
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How do we manage this?
Manage tradeoffs between
costs, business impact and
resource requirements
Lay out guidelines pertaining to
usage and promotion of
requests
Clearly differentiate strategic
and self-serve BI categories
Define who is responsible for BI at a
corporate and departmental level and
what those responsibilities entail
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BI Steering Committee
IT
BIGovernance
IT Finance
LOB
Stakeholders
Determines Costs
Ensures toolset fitnessValidates data fitness
Provisions training
Defines budget
Determines ROIManages alignment with strategy
Champions BI corporately
Determines BI prioritiesBrings forward candidate initiatives
Prioritizes projects based on business
impact and resource requirements
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Request Prioritization
Evaluate BI RequestObjective: Determine if request is ad hoc or part
Corporate BI initiatives
Ad Hoc Project RequestsThese are unplanned projects that need to be
prioritized and managed in the BI projectportfolio
Objective: Classify project requests as high or lowpriority based on their potential business impact and
required resources
Typical percentage of projects: 80 %
Baseline Project RequestsThese are pre-planned projects such as
annual, monthly and weekly reports andaugmenting data sources. BI forecasts thenumber of projects and required resources
annually based on requests
Objective: Allocate pre-determined resources, placeinto project portfolio, and address when able.
Typical percentage of projects: 20 %
High Priority RequestsBusiness Impact: Has high revenue potential
or supports strategic initiatives
BI Resources: Requires more than 40 hoursto complete or has an immediate and firm due
date
Typical percentage of projects: 30 %
Low Priority RequestsBusiness Impact: Has low revenue potential
and low strategic alignmentBI Resources: can be addressed in under 8
hours or has a flexible due date
Typical percentage of projects: 50 %
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BI Steering Committee Charter
Names the members and their areas of expertise and responsibility Team Leader CIO or Top manager
Team Champion CFO or Director
LOB Representatives Senior managers from Sales, Finance, Operations etc.
Technical Lead BI Designer/Architect
Terms of reference
Objective and mission statement Scope (limitations and boundaries)
Assumptions, constraints, obstacles and risks
Strategic and tactical objectives
Measures of success
Criteria for request prioritization
Audience definition Communication plan and workflow
Team member time commitments
Stakeholders
Hardware and software recommendations
Legal and compliance issues
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Recommendation
Create a charter for the BI steering committee
Obtain buy-in from CFO, CIO and LOB management
Define the criteria for Corporate and Self-serve BI
Define and refine a matrixfor prioritizing BI requestsDefine a project management approach to execute requests
Prepare a communication strategy to manage expectations
Identify BI power users and engage them in the process
Set a regular schedule to meet and make decisions