Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

23
Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Transcript of Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Page 1: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Enable Business Intelligence Across the EnterpriseWilliam McKnightMcKnight Associates, Inc.

Page 2: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Agenda

1. The user perspective

2. Data stewardship

3. Program governance

4. User support

5. Public relations

6. Executive sponsorship

7. Workload balancing

Page 3: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

The User Perspective

Lack of familiarity

Disbelief

Lack of understanding

Training, support and

workload issues

Looking for the deeper

meaning

Page 4: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Activate the Users

User Roles and Responsibilities:

• Attending training before receiving an ID to BI

• Browsing the technical and business metadata

for information on data sourcing and data

definitions

• Providing feedback to the BI build team

Page 5: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Have a Data Stewardship Program

“One” per major business subject area in BI

• Or prospectively in the future in BI

Business role

Page 6: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Data Steward Roles and Responsibilities

Designing the transformation rules

Contributing business metadata

Understanding new usage needs

Supporting the user community

Data quality

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A B C D E F G H

Who determines the transformation rules that determine the look of business intelligence data?

A. Business intelligence ETL architect

B. Business intelligence data modeler

C. Data stewards from the business

D. Data stewards from information technology

E. Business SMEs

F. We don’t design and/or transform our BI data

G. Combination of business and IT

H. Don’t know

Page 8: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

BI Program Governance

Interest in major additions of usage,

subject areas and data sources should be

brokered by this committee if any of:

• Perceived ROI is used as a driver for company

efforts and therefore a forum is needed to

confirm and refine these estimates

• Limited budget or people resources

• Expansion of data and data uses may strain

the scalability of the environment

Page 9: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

BI Program Governance Team

Director, VP-level in data steward areas

• Present and future data stewardship areas

BI management team

Page 10: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

All Users get Training Before Receiving an ID

Schedule it quarterly

Taught ½ by IT, ½ by Business

Page 11: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Training Agenda

IT led

• Backgrounder – How we got here

• Technology components overview

• Generic tool training

• Subject area orientation and data model

• How to use the metadata

• How to access IT support

Page 12: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Training Agenda

Business/Data Steward led

• How to USE the data for business gain

• How to access business support

Page 13: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

User Support Plan

24 X 7 rotation: immediate response

• ETL, DBA, system administration functions

• Escalation plans for non-response

• Key vendors: DBMS, ETL, Data Access

Business hours on-call: data stewards

Business hours clearing of intranet

queries

Page 14: Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Have a BI Public Relations Program

Branding name

Culture understands BI is center for corporate data

Common elevator knowledge intra-and inter-team and users

Subject-area orientation

Common file server and intranet

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Public Relations

User e-mail/voicemail lists

• Outage notifications

• Planned and actual enhancements

Improve the capture and clearing of BI

requirements

Intranet page

• Data model

• Q&A forums

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Executive Sponsorship and High Visibility

BI must have visible support at C-Level

Business role

• EVP – marketing, finance, sales, product

management

Strive for recognized BI contribution to

company’s most egregious challenges

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Executive Sponsorship Roles and Duties

Knowledge of BI systems

Leadership in corporate governance

Knowledge of shop BI environment

Keeping BI out of internal cross-fire

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Major enhancements• Comes under project procedures

Minor enhancements

• Comes under customer service request procedures

Errors and “How to”

• Comes under service-level agreement procedures

Three Types of Work Orders

Allocate some measure of each iteration Allocate some measure of each iteration toto minor enhancements (“Stack”) minor enhancements (“Stack”)

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Errors, Major and MinorEnhancements

Errors and “How to”

Help Desk?

System Admin

Errors

Minor Enhancements

SLAs Needed

BI Dev Team

BI Advisory

Major Enhancements

Users

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Business Intelligence Iteration Plan

Phase 6

June 2004

September 2004

December 2004

Phase 7

Phase 8

Planning for Phase

7

Planning for Phase

8

March 2004

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Project Procedures – Timelines

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N-4xdays

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NB

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N-0 days

N-0 days

SC

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N-3xdays

N-3xdays

PR

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N-2xdays

N-2xdays

DETA

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N-2xdays

N-2xdays

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N-7days

N-7days

This completes the PLANNING Phase of a Project This completes the PLANNING Phase of a Project

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Business Intelligence Process Model

Testing andQuality

Assurance

Physical Design

ETL Build and Test

End-user Access Layer

Build

User Acceptance

Logical Modeling

Technical Architecture

Application Design

Source to Target Maps

Build Plan

Readiness Assessment

Prioritization Analysis

Source System Analysis

Team RolesAssignment

Requirements Definition

Planning Architecture Implementation

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Enabling Business Intelligence Across the EnterpriseWilliam McKnightMcKnight Associates, Inc.www.mcknight-associates.com(214) 514-1444