Building the Business Case how Jazz Aviation s BI Program took flight Session #0205

Transcription

1 Orange County Convention Center Orlando, Florida June 3-5, 2014 Building the Business Case how Jazz Aviation s BI Program took flight Session #0205 Chad Seward & Barb Boudreau

2 about One of the world s largest regional airlines 79 destinations across Canada and the U.S. 4,730 employees 127 aircraft 800 flights each weekday 30,000 passengers carried daily 9.7 million passengers carried annually (2013) $1.7 billion operating revenue (2012)

3 about

4 about us 4 Chad Seward Manager, Enterprise Architecture & Design Jazz Aviation LP As Manager, Enterprise Architecture & Design at Jazz, Chad oversees the areas of Enterprise Architecture, Process Design and Procurement at Jazz. In this role, Chad provides ongoing organizational consulting and solution development that meet the needs of the organization and are aligned with corporate strategy. He monitors industry trends for strategic investment opportunities that enable Jazz to execute its corporate plan. Prior to Jazz, Chad was Product Manager for Clear Picture Corporation where he led the software development process for applications that powered services for customers such as IBM, Accenture and EMC. He has also worked in the area of Software Development for SolutionInc and xwave. Chad holds a Master s Degree in Computer Science from Dalhousie University and a Bachelor s Degree in Computer Science from the Technical University of Nova Scotia. He is certified in ITIL v3, TOGAF v9 and is a member of the Open Group. Chad Seward Manager, Enterprise Architecture & Design Jazz Aviation LP 310 Goudey Drive, Halifax International Airport Enfield, Nova Scotia, B2T 1E4 (W) (C) [email protected]

5 about us Barb Boudreau Project Manager Jazz Aviation LP I ve been in the airline industry more than 20 years and have been fortunate to have worked in a number of interesting and challenging positions during my time with Jazz Aviation. I ve worked on the front lines dealing directly with customers as a Flight Attendant, Sales Account Exec and GM of Customer and Employee Advocacy. I have spent an equal amount of time behind the scenes managing Corporate Performance and Reporting, working in government affairs and most recently the Project Management Office. During my time with Corporate Performance I was responsible to coordinate the organization s Balanced Scorecard, yearly strategic planning process and ad hoc business analytics. It was during my time in this role that I began to investigate how a technology-based Business Intelligence (BI) solution could better enable our understanding of Jazz s data. Barb Boudreau Project Manager Jazz Aviation LP 310 Goudey Drive, Halifax International Airport Enfield, Nova Scotia, B2T 1E4 (W) [email protected]

6 about you Where is your BI program? Not yet started - still trying to fund 1-2 years in 3 + years in What problems are you trying to solve? What questions are you trying to answer? What do you want to take away from today s session?

7 3 key messages Making the Sell: how to find real ROI when a leap of faith is not enough. For the Win: engaging key stakeholders and delivering real value to the organization. Guerilla Tactics: when governance sounds like adding bureaucracy, establishing the BICC by osmosis.

8 What is ROI? Return on Investment (ROI) ROI = (benefit - cost) / cost

9 start small Look for the right POC Find a business problem you can t solve without BI. It should be: High impact / value to the organization cost savings revenue generation process improvement A good fit for BI multiple data sources / formats multiple business processes decent data quality Small and manageable don t boil the ocean

10 create a winning business case Quick Wins to keep the focus on the value communicate regularly with stakeholders Short Term Opportunities operational Long Term Opportunities strategic

11 create a winning business case Complete a cost / benefit analysis Find an engaged sponsor who will stand behind it. Ask yourself these questions: What are my organization s requirements for the payback period? Is the project eligible for rebates or incentives? Can I capitalize any of these costs? What is the NPV or discount rate?

12 The POC Analytics improve Crew Resource Planning. Lowering operating costs by: better management of the training forecasts and training pilot complements managing reserve levels through improved analysis and forecasting reducing high credit loss pairings on the fly.

13 dream big What s Your Vision? do you have a roadmap? is real-time important? program vs project Plan for the Future architecture data model conformed dimensions Make it extensible build on as required think about VMs don t skimp

14 putting your co$ts together People staffing internal / external training Platform cloud / in-house physical / virtual real time / right time big data mobile Process discovery change management

15 build on each success Leverage each investment into the next continually delivering value Re-use what you have already built re-use existing assets Don t forget change management never, ever, ever!

16 build out your data asset Operational Systems Federated Data Warehouse Maintenance Financial Safety Human Resources Flight Movement Payroll Crew Movement Time Tracking Flight Crew Activity Flight Crew Pay

17 build out your data asset Operational Systems Federated Data Warehouse Maintenance Financial Safety Human Resources On Time Performance Flight Movement Payroll Maintenance Activity Aircraft Part Inventory Crew Movement Time Tracking Flight Crew Activity Flight Crew Pay Flight Activity

18 manage scope and change ruthlessly Stick with your scope Scope creep can be huge on a BI project. Stay true to the business case Make sure you are delivering on your promises. Create a change management plan BI projects inevitably lead to process change. Do it early Involve the right stakeholders Build it into your project plan

19 agile vs waterfall

20 agile frameworks

21 our experience with agile BI What Worked Well requirements expressed as user stories daily Stand-up meetings decomposition of projects into multiple iterations Room for Improvement demonstrate working features early flexible scope building reports

22 a sweet suite SAP Business Objects provides a complete portfolio of tools: Web Intelligence Dashboards Design Studio Lumira A robust set of BI capabilities Let users live where they are most comfortable Integration with Microsoft Excel via Power Query Analysis for Microsoft Office Crystal Reports Explorer Mobile Info Steward

23 self-serve BI Self-service can be a win/win for the business and IT removes the IT bottleneck ends the never-ending report building cycle What happens when the data you need is not in the warehouse? value of having the data end-user tools facilitate data mash-ups Don t leave a support vacuum

24 evolve the BICC Implement data governance ninja-style Make it a natural evolution build as you go look for opportunities for knowledge transfer / training Use existing resources eliminate current work and replace with BI create roles within existing teams/portfolios Call it anything but governance! make it something they want to do build it into existing processes

25 build the BI buzz Communicate regularly BI projects are often longer term keep the buzz by talking about your project regularly remember the Quick Wins

26 funding the future Develop your BI Roadmap Make it a living thing Update it regularly Plan for people process platform

27 As a direct result of our Enterprise Business Intelligence program, Jazz has been able to achieve record efficiency levels in reserve planning. These efficiencies have contributed to positive financial results for the company. Glen Collins, Director, Ops Res Planning & Support

28 to recap Making the Sell: make sure it s high impact / value to the organization a good fit for BI small and manageable For the Win: plan well to make it stick people, process, platform continually drive for value communicate regularly Guerilla Tactics: call it anything but governance make it a natural evolution use existing resources build it into existing processes

29 Questions?

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31 THANK YOU THANK YOU FOR PARTICIPATING Please provide feedback on this session by completing a short survey via the event mobile application. SESSION CODE: 0205 For ongoing education on this area of focus, visit