Rachael Narel Engagement Manager Chad Dotzenrod BI Practice Lead SWC Technology Partners

Transcription

1 Rachael Narel Engagement Manager Chad Dotzenrod BI Practice Lead SWC Technology Partners

2 #SWCEvents

3 Agenda SWC Introduction Importance of Business Intelligence BI Sicknesses Causes & Symptoms Remedies Next Steps

4 About SWC Technology Partners SWC is a leading provider of innovative IT solutions for the midmarket. For more than 35 years, SWC has excelled at providing strategic guidance and delivering best-in-class solutions tailored to fit growing organizations.

5 About SWC Technology Partners Collaboration Business Intelligence CRM Custom Development

6 About SWC Technology Partners Strategy & Analytics Design & Creative Services & Marketing Automation SEO/SEM Social Media Marketing Website Development

7 About SWC Technology Partners Architecture & Strategy Information Security Unified Communications System Center Desktop Management & Deployment Virtualization/Consolidation

8 About SWC Technology Partners Monitor & Manage Service Desk Remote & Onsite Support Enhanced Managed Services Zephyr EDI & Data Solutions VDBA

9 About SWC Technology Partners At SWC we get past the hype and help our clients use the cloud to move their business to new heights. Advisory Software Recovery Network

10 Awards

11 SWC Business Intelligence Customer Successes

12 Importance of Business Intelligence HOWEVER, 80-90% OF BI PROJECTS DO NOT MEET EXPECTATIONS!* *According to Gartner Research

13 BI Sickness #1 Spreadmarts on Top of the Data Warehouse Brand New Data Warehouse

14 Causes Slow Inflexible Important/Connected Data is Missing Lack of Integration with New Sources Unstructured Data No Validation Lack of Knowledge or Awareness

15 Symptoms DATA WAREHOUSE ISSUES Missing or inaccurate data Inability to load data due to added or deleted fields and file location changes BAD BUSINESS DECISIONS! UNHAPPY USERS Extensive time spent on data preparation Undefined and uncoupled data from sheet to sheet Multiple copies of data in or shared storage areas

16 Remedy Master Data Services Map and manage data across multiple applications Organize data into multiple models and versions Create cleaned, consistent data available to different users CLEANED MATCHED ORGANIZED

17 DEMONSTRATION 2015 SWC Technology Partners

18 BI Sickness #2 Data Integrity TOP BARRIER FOR BI Data quality problems 46% 55%

19 Causes ETL Issues Stale Data Manual Data Entry Duplicate Entries in Different Systems Late Files Loading Issues Lack of Governance

20 Symptoms Reports are inaccurate Lack of trust in the BI solution Money being poured into constant rollbacks

21 Prescription Automated Regression Testing Automate test cases Non-technical users can add to, enhance and update the test suite

22 Prescription DQS IMPROVE YOUR DATA QUALITY WITH DQS Cleanse the data and keep it clean Build confidence in your enterprise data Share the responsibility for data quality REMOVE BARRIERS FOR DATA QUALITY Designed for ease of use Empowering the business users See data quality results in minutes rather than months

23 DEMONSTRATION 2015 SWC Technology Partners

24 Case Study #1 CHALLENGES: 100+ SSIS packages with 3 different audit design patterns 50+ external data sources No formal MDM strategy. Many spreadsheets and one-off lookup tables in SQL. No data governance policies or dedicated data stewards SOLUTION: Daily data quality reports and KPI reporting Migration of package level auditing to master/parent auditing framework Complete elimination of source to target data discrepancies Formal data governance team established to audit all proposed changes to the data platform

25 Case Study #2 CHALLENGES: Data pulled and refreshed from multiple sources -flux one source did a data load/refresh SOLUTION: Check for standard table row counts Check for anything that was mid- Check that the job ran in a standard and expected time frame Compare source data to data warehouse and cube values

26 Case Study #3 CHALLENGES: 70+ external data sources consisting of web services and flat files Multitenant data platform with 20+ clients and growing No MDM solution in place with many mission critical spreadsheets SOLUTION: Automated daily regression tests for each of the client datamarts Migration of the Data Sentinel solution to Microsoft Azure Migration of MDM type spreadsheets to MDS Implementation of DQS KB to solve campaign management issues Refactored ETL design patterns to support ETL sharding on X ETL VMs in the Azure portal

27 Data Quality Best Practices PROFILE Design time Deployment time When necessary, profile at run-time DATA GOVERNANCE Data Steward(s) Who oversees the state of your data? Communication Protocols Data Audits Where is data consumed from and is it approved? MASTER DATA Inventory all mission critical spreadsheets Prepare a migration plan for MDM conversion from Spreadmarts MDM always BUILD VS. BUY Leverage as much shrink-wrap software as you can RINSE & REPEAT Repetition will be the key to your success! Quality starts with DEV and continues to Production Data quality processes and procedures must be automated!

28 The SWC Business Intelligence Solution

29 Our Team and Approach Project Manager Business Analyst Architect and Consultants User Adoption Specialists Manages design and delivery efforts Status reporting and updates Uncovers business requirements Authors Functional Design Assists with user acceptance tests Assesses feasibility and LOE Authors Technical Design Implements and system tests Leads User Experience Governs consistency Drives User Adoption

30 Moving Forward! ONE DAY ASSESSMENT OF YOUR EXISTING BI SOLUTION Challenges and Opportunities Recommendations and Next Steps SOLUTION IMPROVEMENT DATA QUALITY ASSESSMENT ENVIRONMENT UPGRADE CLOUD ASSESSMENT

31 Business Intelligence Community Meetup

32 Thanks for Your Time! The Power to ANALYZE is Closer than You Think. To learn more, please contact: Rachael Narel Engagement Manager swc.com