Enable Business Intelligence Across the Enterprise

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Enable Business Intelligence Across the Enterprise

• William McKnight
• McKnight Associates, Inc.

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Agenda

• The user perspective
• Data stewardship
• Program governance
• User support
• Public relations
• Executive sponsorship
• Workload balancing

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The User Perspective

• Lack of familiarity
• Disbelief
• Lack of understanding
• Training, support and workload issues
• Looking for the deeper meaning

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Activate the Users

• User Roles and Responsibilities
• Attending training before receiving an ID to BI
• Browsing the technical and business metadata for
  information on data sourcing and data definitions
• Providing feedback to the BI build team

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Have a Data Stewardship Program

• One per major business subject area in BI
• Or prospectively in the future in BI
• Business role

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Data Steward Roles and Responsibilities

• Designing the transformation rules
• Contributing business metadata
• Understanding new usage needs
• Supporting the user community
• Data quality

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Who determines the transformation rules that
determine the look of business intelligence data?

• Business intelligence ETL architect
• Business intelligence data modeler
• Data stewards from the business
• Data stewards from information technology
• Business SMEs
• We dont design and/or transform our BI data
• Combination of business and IT
• Dont know

Cross-Tab Label
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BI Program Governance

• Interest in major additions of usage, subject
  areas and data sources should be brokered by this
  committee if any of
• Perceived ROI is used as a driver for company
  efforts and therefore a forum is needed to
  confirm and refine these estimates
• Limited budget or people resources
• Expansion of data and data uses may strain the
  scalability of the environment

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BI Program Governance Team

• Director, VP-level in data steward areas
• Present and future data stewardship areas
• BI management team

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All Users get Training Before Receiving an ID

• Schedule it quarterly
• Taught ½ by IT, ½ by Business

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Training Agenda

• IT led
• Backgrounder How we got here
• Technology components overview
• Generic tool training
• Subject area orientation and data model
• How to use the metadata
• How to access IT support

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Training Agenda

• Business/Data Steward led
• How to USE the data for business gain
• How to access business support

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User Support Plan

• 24 X 7 rotation immediate response
• ETL, DBA, system administration functions
• Escalation plans for non-response
• Key vendors DBMS, ETL, Data Access
• Business hours on-call data stewards
• Business hours clearing of intranet queries

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Have a BI Public Relations Program

• Branding name
• Culture understands BI is center for corporate
  data
• Common elevator knowledge intra-and inter-team
  and users
• Subject-area orientation
• Common file server and intranet

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Public Relations

• User e-mail/voicemail lists
• Outage notifications
• Planned and actual enhancements
• Improve the capture and clearing of BI
  requirements
• Intranet page
• Data model
• QA forums

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Executive Sponsorship and High Visibility

• BI must have visible support at C-Level
• Business role
• EVP marketing, finance, sales, product
  management
• Strive for recognized BI contribution to
  companys most egregious challenges

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Executive Sponsorship Roles and Duties

• Knowledge of BI systems
• Leadership in corporate governance
• Knowledge of shop BI environment
• Keeping BI out of internal cross-fire

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Three Types of Work Orders

• Major enhancements
• Comes under project procedures
• Minor enhancements
• Comes under customer service request procedures
• Errors and How to
• Comes under service-level agreement procedures

Allocate some measure of each iteration to minor
enhancements (Stack)
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Errors, Major and MinorEnhancements
Users
Minor Enhancements
Errors and How to
SLAs Needed
Help Desk?
BI Dev Team
Errors
System Admin
Major Enhancements
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Business Intelligence Iteration Plan
June 2004
September 2004
December 2004
March 2004
Phase 6
Phase 7
Planning for Phase 7
Phase 8
Planning for Phase 8
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Project Procedures Timelines
N-4x days
N-4x days
N-0 days
N-3x days
N-2x days
N-2x days
N-7 days


DETAILED REQUIREMENTS
REQUIREMENTS
IDENTIFY POTENTIALS
BEGIN ITERATION
SCOPE
PRIORITIZE
SIGN OFF




This completes the PLANNING Phase of a Project
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Business Intelligence Process Model
Physical Design
Logical Modeling
Readiness Assessment
ETL Build and Test
Technical Architecture
Team Roles Assignment
End-user Access Layer Build
Application Design
Prioritization Analysis
Testing and Quality Assurance
Source to Target Maps
Source System Analysis
User Acceptance
Build Plan
Requirements Definition
Planning
Architecture
Implementation
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Enabling Business Intelligence Across the
Enterprise

• William McKnight
• McKnight Associates, Inc.
• www.mcknight-associates.com
• [phone]