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Page 1: Agile BI: How to Deliver More Value in Less Time

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Agile BI: How to Deliver More Value Faster

Page 2: Agile BI: How to Deliver More Value in Less Time

Perficient is a leading information technology consulting firm serving clients

throughout North America.

We help clients implement business-driven technology solutions that integrate

business processes, improve worker productivity, increase customer loyalty and

create a more agile enterprise to better respond to new business opportunities.

About Perficient

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• Founded in 1997

• Public, NASDAQ: PRFT

• 2012 revenue $327 million

• Major market locations throughout North America• Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver,

Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New York City, Northern California, Philadelphia, Southern California, St. Louis, Toronto and Washington, D.C.

• Global delivery centers in China, Europe and India

• ~2,000 colleagues

• Dedicated solution practices

• ~85% repeat business rate

• Alliance partnerships with major technology vendors

• Multiple vendor/industry technology and growth awards

Perficient Profile

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Business Solutions• Business Intelligence• Business Process Management• Customer Experience and CRM• Enterprise Performance Management• Enterprise Resource Planning• Experience Design (XD)• Management Consulting

Technology Solutions• Business Integration/SOA• Cloud Services• Commerce• Content Management• Custom Application Development• Education• Information Management• Mobile Platforms• Platform Integration• Portal & Social

Our Solutions Expertise

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Our Speaker

Bill BuschSr. Solutions Architect, Enterprise Information Solutions, Perficient

• Leads Perficient's enterprise data practice• Specializes in business-enabling BI solutions that enable the agile

enterprise• Responsible for executive data strategy, roadmap development, and

the delivery of high-impact solutions that enable organizations to leverage enterprise data

• Bill has over 15 years of experience in executive leadership, business intelligence, data warehousing, data governance, master data management, information/data architecture, and analytics

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Objectives

• Reviewing challenges with BI as usual

• Defining Agile BI

• Agile BI attributes

• Wrap-up

• Question and answer

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Challenges with BI As Usual

• Systems tend to be hard to changeo Significant pre-planningo Investment in change is higho Design and build processes are

complex

• Business users are reliant on ITo Add new data to the BI systemo New drill pathso Creating content (think

dashboards and reports)o Publishing content usually

requires IT interaction

• IT resources are limited, but expectations are growingo More data sourceso Bigger data o More complex datao Increased data velocityo More business units to serviceo Quicker time-to-value

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What is Agile Business Intelligence?

IT PerspectiveThe utilization of agile SDLC processes to deliver BI content to business users

Business Perspective

The ability to leverage information to make better decisions at the speed of business

“Nothing is more agile than a business user creating their own report.” Claudia Imhoff

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Agile Business

Intelligence Systems

Usable and extensibleEasily changed

Jointly governed

Agile BI System Attributes

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Agile Business

Intelligence Systems

Usable and extensibleEasily changed

Jointly governed

Agile BI System Attributes

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Easily Changed Systems

• Layered architecture

• “Early” access to data

• Architecture to support realities of new breed of business-enabled toolso Data discovery and analytical tools

• Minimize ETL and modeling in early iterations

• Architecture aligned delivery process

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Data Discovery/ VisualizationMetadata Advanced Analytics BI/OLAP/Reporting

/ Dashboards

Typical Layered Agile BI Architecture

ERP

Source Systems

.

.

.

Table 2

Table n

Data Integration

(Views, ETL, Stored Proc)

Extraction & Loading

Raw Data Data Mart(Views)

Data Warehouse(Views Where

Possible)

Performance Management

Down Stream Data Feeds

StandardizedData

Table 1

.

.

.

Table 2

Table n

Portal and Mobile Access

Master Data

Product Customer

Location ………

Data Access Services

Text, Files

Unstructured Data

Data Pool

Table 1

Files/ Unstructured

Data

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• Primary access to minimally processed datao Modeling is not really required at this point, however, business

metadata collection is required.

• Encourage power users to leverage the data utilizing a meta-data centric data discovery toolo Excellent source of requirementso Helps prioritize what is truly important to the business

• Define standard decision trees for common architectural decisions (Think cookie cutter)o Focus minimizing the analysis required for moving move of data to

data poolo Storage options, Like compression, partitioning, maintaining raw datao Hadoop FS vs. Traditional DB

Data Pool Considerations

TOT_HRS RT_D_H EXT_CST288 225 64800440 165 72600480 195 93600480 145 69600

TOT_HRS RT_D_H EXT_CST288 225 64800440 165 72600480 195 93600480 145 69600

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Iterate on Data Management

Iteration 1 Iteration 2 Iteration 3

Move data as is to Data Pool

Inventory data, establish known business rules and lineage to immediate source

Publish data for business content creator/ power users in DD tools

Incremental updates (no more than daily)

Establish ownership at department level

Enhance data in Data Pool by standardizing values to common business values & master data

Model new data

Move to more frequent updates

Enhance data with business rules for data substitution and adequacy

Develop first aggregates

Start initial data stewardship

Certify data, establish complete meta data including full source to target lineage

Integrate like facts

Publish integrated model

Leverage enterprise reporting and dashboards (IT developed)

Publish data in DD tools

Implement robust data governance

Increasing Value

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Example Build-Out

Data Discovery

Table 1

.

.

.

Table 2

Table n

Data Pool

Mobile Access

Data Access Views

Social Data

Operational

ERP

Extraction & Loading

Source Systems

Unstructured Data

File System

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Example Build-Out

Data Discovery

Table 1

.

.

.

Table 2

Table n

Data Pool

Portal and Mobile Access

Customer

Calendar

Product

Geography

Sales Hierarchy

Common Tables

Data Access Views

Master Data Hub

Social Data

Operational

ERP

Extraction & Loading

Source Systems

Unstructured Data

File System

Integration Layer (Stored

Proc and Views)

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Example Build-Out

Data Discovery | Analytical Tools | Traditional BI

Table 1

.

.

.

Table 2

Table n

Data Pool

Data Warehouse/ Data Marts

Portal and Mobile Access

Customer

Calendar

Product

Geography

Sales Hierarchy

Common Tables

Data Access Views

Master Data Hub

Social Data

Operational

ERP

Extraction & Loading

Source Systems

Unstructured Data

File System

Integration Layer (Stored

Proc and Views)

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Agile Business

Intelligence Systems

Usable and extensibleEasily changed

Jointly governed

Agile BI System Attributes

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Usable and Extensible Systems

Quantify The Problem

Determine/ Modify

Strategy

Find & Locate Information

Source & Prepare

Information

Construct & PerformAnalysis

Format / Interpret Analysis

Share Conclusions

Repeat as Necessary

Traditional BI

Determine Monitoring Strategy

Find & Locate Information

Source & Prepare

Information

Create and Publish BI Content

Determine Ongoing Need

& Value

IT Creates Enterprise BI

Content

Business Enablement Provided by Non-Traditional BI Tools

Traditional BI

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Drives Need for

Traditional BusinessIntelligence

• Proven Answers to Known Questions

• High-Value Reporting

DataDiscovery

• Fast Answers ToNew Questions

• Early/Short-term Reporting

Specifies new KPIs and BI Content for

Traditional BI and Data Discovery

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Agile Business

Intelligence Systems

Usable and extensibleEasily changed

Jointly governed

Agile BI System Attributes

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Governing the Agile BI Environment

• Both IT and Business Users are Providing Value in an Agile BI Environmento Must share governanceo Must share responsibility

• Develop two-tier support system – Content creators must support end-users

• Data Quality is a business decision – define options and let business choose their investment level

• SDLC’s need to be tailored to enable BI systems to deliver value quicklyo Push as much into BAU processeso Factory type delivery for datao Agile processes for BI content

• Establish a BI/Analytics COE focused on driving adoption/usage and data access

• Develop a BI scorecard of what is important to the business

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• Well managed BI environments that enable business agility, just do not happen!

• They require an overall strategic approach that coordinates people process, and technology.

• Develop your BI strategy with the overall vision to enable Agile BI

• Remain business focused let the business choose what they want to fund

Wrapping Up

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Questions?

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Daily unique insights on content management, user experience, portals and other enterprise information technology solutions across a variety of industries.

Perficient.com/SocialMediaFacebook.com/Perficient

Twitter.com/Perficienthttp://blogs.perficient.com/

businessintelligence/

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Thank you for your timeand attention today.

Please visit us at Perficient.com