Tiber Solutions. The DNA of a Successful Business Intelligence Effort. Jim Hadley

Transcription

1 Tiber Solutions The DNA of a Successful Business Intelligence Effort Jim Hadley

2 Tiber Solutions Founded in 2005 to provide Business Intelligence / Data Warehousing thought leadership to corporations and government agencies. Deeply skilled in all facets of BI/DW solutions star schema, ETL, BI, data architecture, information architecture, BI agile development methodology, and MDM/governance. Provide hands-on coaching within IT organizations from the CIO down to the developers. Partner with business executives to co-invent optimal information-delivery applications to dramatically improve their business. 2

3 Tiber Solutions Amtrak Business Objects Census Bureau Department of the Treasury Fannie Mae Federal Depository Insurance Corporation Freddie Mac Graduate Management Admission Council Internal Revenue Service Military Health System Occupational Safety and Health Administration Securities and Exchange Commission 3

4 Topics Business Intelligence Definition Benefits of Business Intelligence Business Intelligence Success Factors Q&A 4

5 IT s Business Intelligence Definition Business intelligence (BI) is a broad category of application programs and technologies for gathering, storing, analyzing, and providing access to data to help enterprise users make better business decisions 5

6 IT s Business Intelligence Definition 6

7 IT s Business Intelligence Definition 7

8 End User s Business Intelligence Definition The right information To the right person In the right format At the right time 8

9 Business Intelligence Definition Characteristics Operational Systems Business Intelligence Systems Purpose Execution of a business process Measurement of a business process Primary Interaction Style Insert, Update, Query, Delete Query Scope of Interaction Individual transaction Aggregated transactions Focus Departmental or Subject Area Enterprise Query Patterns Predictable and stable Unpredictable and changing Temporal Focus Current Current and historic Design Optimization Update concurrency High performance query Design Principle Entity/relationship design in third normal form (3NF) Dimensional design (Star Schema) Also Known As Transaction System On Line Transaction Processing (OLTP) System Source System Data Warehouse System Data Mart 9

10 Business Intelligence Definition Evaluation Criteria Is the correct data stored in the system(s)? Operational System Business Intelligence System Is the data structured correctly to support high query performance? Can the users access the data easily? Can users perform cross-subject area analysis? 10

11 Business Intelligence Definition Orders (Reports) The Kitchen (ETL) The Buffet (Data Warehouse) Sampler Platters (Dashboards) The Ingredients (Data Sources) A La Carte (Ad Hoc Queries) 11

12 Topics Business Intelligence Definition Benefits of Business Intelligence Business Intelligence Success Factors Q&A 12

13 Business Intelligence Benefits Centralized, conformed enterprise data source High query performance Ease of use Correlation of information Current and historic views Operational system independence Rich analytical analysis Scalable to enterprise level Enables and empowers users 13

14 Topics Business Intelligence Definition Benefits of Business Intelligence Business Intelligence Success Factors Q&A 14

15 1) Use an Iterative/Agile SDLC Methodology 2) Involve Business Users Early and Often 3) Establish a Solid Information Foundation 4) Strive For More Than a Reporting App 5) Make Requirements-to-Design More of a Science and Less of an Art 6) Take Baby Steps To Develop the EDW 7) Get a Bob Vila 8) Find Business Poster Children 9) Maintain a High Level of Data Quality 10) Look for Pocket-Knife Technical Resources 15

16 #1: Use an Iterative/Agile SDLC Methodology Initiation/ Planning Requirements Analysis Design Development Test UAT X 3 Deployment Business Test Drive Characteristics Business users must be involved early and often Source system experts must be involved Seek first to understand the business Projects are defined to be 2 4 months in length Iterative process is repeated 3 4 times Each release must seamlessly integrate with previous releases. 16

17 #2: Involve Business Users Early and Often Initiation/ Planning Requirements Analysis Design Development Test UAT X 3 Deployment Business Test Drive Benefits Business users provide feedback early and throughout the process which guides development. Business users see results early. Business users begin to understand the enabling capabilities of the tools. Business users begin to trust the data. Business users begin to invent. They begin to think outside the box. The solution is proven out and matured throughout the development process. 17

18 #3: Establish a Solid Information Foundation Guided Analysis Presentation Information Right information Easy to access Fast retrieval High quality, consistent results Cross-subject area analysis 18

19 #3: Establish a Solid Information Foundation Facts-to-Dimensions Matrix 19

20 #3: Establish a Solid Information Foundation Star Schema Data Model 20

21 #4: Strive For More Than a Reporting App Guided Analysis Presentation Supports predefined analytical pathways for optimal information discovery and decision making Supports vertical and horizontal analysis Data presented to multiple audiences using appropriate presentation objects One-to-many relationship between information and presentation objects Interactive and flexible analysis Information Right information Easy to access Fast retrieval High quality, consistent results Cross-subject area analysis 21

22 Guided Analysis Presentation Information 22

23 #5: Make Requirements-to-Design More of a Science and Less of an art. Guided Analysis Presentation Object Flow Chart Presentation Report Rationalization Tool Presentation Object Selection Tool Presentation Object Catalog Presentation Object Design Document Information Facts-to-Dimensions Matrix 23

24 #5: Make Requirements-to-Design More of a Science and Less of an art. 24

25 #5: Make Requirements-to-Design More of a Science and Less of an art. 25

26 #5: Make Requirements-to-Design More of a Science and Less of an art. Guided Analysis Presentation Object Flow Chart Presentation Report Rationalization Tool Presentation Object Selection Tool Presentation Object Catalog Presentation Object Design Document Information Facts-to-Dimensions Matrix 26

27 #6: Take Baby Steps to Develop the EDW Phase 3 Phase 1 Phase 2 Phase

28 #6: Take Baby Steps to Develop the EDW 28

29 #6: Take Baby Steps to Develop the EDW Phase 1 Phase 2 Phase 3 Phase 4 29

30 #6: Take Baby Steps to Develop the EDW EDW Orders Shipments Returns Inventory Sales Receivables Forecast Budgets 30

31 Day Dim Order Facts Receivables Facts Quarter Dim Shipment Facts Product Dim Sales Goals Facts Return Facts Customer Dim Demand Forecast Facts Salesrep Dim Inventory Facts Shipper Dim Store Dim Region Dim 31

32 #6: Take Baby Steps to Develop the EDW 32

33 #7: Get a Bob Vila #8: Find Business Poster Children #9: Maintain a High Level of Data Quality #10: Look for Pocket-Knife Technical Resources 33

34 Questions Jim Hadley, President Phone: