Cloud2 History and Meson BI Vision. Mark Robinson. BI Lead: Cloud2. Successful SharePoint delivered fast

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1 Cloud2 History and Meson BI Vision Mark Robinson BI Lead: Cloud2

2 About me Have worked in the BI space for 17 years ( present) designing, developing and supporting Enterprise BI Solutions Worked for and with both Private and Public Sectors Technical skill and experience: SQL / Oracle Informatica / DTS & SSIS Microsoft BI / Business Objects / Oracle / IBM Cognos SharePoint / ASP 2

3 What is BI? Business intelligence (BI) is an umbrella term that includes the applications, infrastructure and tools, and best practices that enable access to and analysis of information to improve and optimise decisions and performance OR put simply: BI allows us to access data that s important to us and use it to make decisions Without good BI how can we be sure we re making good decisions? The simple answer, we can t! Good BI is therefore critical but very hard to achieve; why is that? 3

4 Mr Robinson s BI History Lesson 2000 to Present 4

5 Mr Robinson s BI History - BC to Present Sometime BC : Humans invent data 2004 : Humans start pull hair out And then Facebook, Twitter came along 5

6 Mr Robinson s BI History - BC to Present Sometime BC : Humans invent data 2004 : Humans start pull hair out And then Facebook, Twitter came along 6

7 Mr Robinson s BI History Lesson 2000 to Present 1997: Small scale and specific BI solutions Monthly updates Summarised data Flat files and Complex coded loader programs Basic tables and charts Entirely supported by the IT Techies 2000: Demand for more detailed and up to date data grows Early Enterprise BI solutions Reduced coding Some automation including ETL Improved reporting tools Developed and heavily supported by IT BI Teams from within Techies & Analysts 7

8 Mr Robinson s BI History Lesson 2000 to Present 2005: Demand for data and BI soars Early Enterprise BI solutions inadequate Explosion in BI technology options User demands & expectations grow BI teams can t meet demand Growth in Locally developed and disjointed solutions Reconciliation, Reconciliation, Reconciliation!!! 2015: Organisations recognise the need to invest heavily in BI Large scale Enterprise BI projects New data visualisation options Cloud computing Expansion of BI Teams Centralisation and consolidation 70% of BI projects fail 8

9 Mr Robinson s BI History Lesson 2000 to Present 90% of all the data in the world has been generated within the last two years As of 2013 there were: 510 million live websites 14.3 trillion live webpages 672,000,000,000 Gigabytes of accessible data over 1,000,000,000,000,000,000,000,000 bytes (1 Yottabyte) of data stored on the internet 9

10 The Problem! 10

11 The Problem! why BI projects fail 1. Incompatible technologies 2. Failure to identify and engage Key Stakeholders & Power Users 3. Reluctance to adopt agile approaches including prototyping 4. Too much focus on the design of the report and not enough on the overall solution, the data and the insights 5. Dirty data 6. Too IT led aggravated by point 2 7. The masses depending on the few 8. Lack of documentation 9. Lack of process, centralisation and collaboration 10. Too many assumptions and underestimations 11

12 The Problem! the Source to Report journey System Accounts Documentation User Accounts Connections Dev QA Prod Documentation PC Installs Every BI solution, Big, small, local or enterprise will incorporate some or all of the above 12

13 The Problem! the Data journey Connect Cleanse Power Pivot Excel Tables & Power Query Model Report Meson BI Demo Power View Analyse Share 13

14 The Solution! 14

15 The Solution! the Source to Report journey SQL Server Integration Services (SSIS) SQL Database Engine Excel Tables ** SQL Server Analysis Services (SSAS) Tabular ** Power View ** Power Pivot SharePoint & Related tools Power Query ** SQL Server Analysis Services (SSAS) - MD SQL Server Reporting Services (SSRS) Power Pivot Data Model ** Performance Point Power Map Power BI App for SharePoint (Q&A) ** Recommended for Enterprise Solutions Recommended for Prototyping & Proof of Concept Multiuse ** Rapid and Agile Development 15

16 The Solution! the Microsoft Power BI Stack Power Query Used to connect Excel to data and cleanse and prepare the data for modelling and reporting 16

17 The Solution! the Microsoft Power BI Stack Power Pivot Used to create Excel based cubes (aka Data Models) and semi-interactive dashboards, reports and scorecards featuring Pivot Charts, Pivot Tables and Slicers 17

18 The Solution! the Microsoft Power BI Stack Power View Used to create highly visual and interactive reports, dashboards and basic scorecards in Excel or directly in SharePoint via Reporting Services 18

19 The Solution! the Microsoft Power BI Stack Power Map Used to create highly visual and interactive 3D map based reports in Excel. Power Map reports can be exported as video files which can be viewed through a browser 19

20 The Solution! the Microsoft Power BI Stack Power BI App for SharePoint Office365 (Online) Used to create single table / single chart reports via a Q&A interface. Updated and much improved version of the Power BI App on its way providing improved data source connectivity and dashboard capabilities 20

21 The Solution! Meson-BI A comprehensive, systematic approach to BI Makes full and best use of the Microsoft BI stack Features pre-developed solutions & solution accelerators Achieves Source to Report excellence with high levels of self-serve Creates more time for analysis (ideas, decisions and insights) Adds a layer of control and collaboration beyond reporting! 21

22 The Solution! Meson-BI Meson-BI Audit BI Platform Meson-BI Portal Meson-BI Reports Meson-BI Embed 22

23 The Solution! Meson-BI Audit Existing BI and Vision BI Maturity Assessment Team Skills Matrix Technology Evaluation Recommendations Report 23

24 The Solution! Meson-BI Portal Overview Tiles Teams BI Team Help Intuitive, personalised design and branding Information Architecture Corporate Messaging RSS Feed Twitter Feed Breadcrumb Enhanced Search Survey Rapid reporting Ticker Tiles Data Tiles Chart Tiles KPI Tiles Page Tiles Touch Tiles Touch Nav Site Template for department BI Dashboard templates Libraries/Lists with pre-built metadata and views Recently Updated Docs I ve modified/checked out Note Board Permissions model Dashboard templates Request For Change Process Reports Doc Lib Templates Doc Lib Power View templates Power Pivot templates Report Foundation Layer Doc Lib BI Survey User Guide SharePoint Help Hints and Tips BI Tools knowledge Help Videos 24

25 The Solution! Meson-BI Portal 25

26 The Solution! Meson-BI Portal 26

27 The Solution! Meson-BI Portal 27

28 The Solution! Meson-BI Portal 28

29 The Solution! Meson-BI Reports 29

30 P P P P The Problem! why BI projects fail 1. Incompatible technologies 2. Failure to identify and engage Key Stakeholders & Power Users 3. Reluctance to adopt agile approaches including prototyping 4. Too much focus on the design of the report and not enough on the overall solution, the data and the insights P P P P P 5. Dirty data 6. Too IT led aggravated by point 2 7. The masses depending on the few 8. Lack of documentation 9. Lack of process, centralisation and collaboration 10. Too many assumptions and underestimations P Meson Resolves PMeson Enables 30

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