Keeping your eye on the ROI

1
Keeping your eyeon the ROI!

• Business Intelligence from an ROI perspective

2
Agenda

• BI Projects Traditional Projects
• How does that Jibe ?
• Another Approach
• Techniques
• Questions

3
BI Projects The Promise

• C Level Executives, Data Warehouses and
  Dashboards
• Users will Surf and Drilling Up, Down and all
  around
• Data Warehouses will be Active
• Data Warehouse projects will make you famous

4
BI Projects The Reality

• C level executives may glance at a dashboard,
  but they dont steer by it!
• Decision makers dont spend a lot of time surfing
  data, they call their Go To person and get the
  boiled down answer.
• Data Warehouse projects are more likely to make
  you Infamous
• Creating yet another version of the truth
• Threatening the existing providers of information
• Unleash undeliverable user expectations

5
Traditional Projects

• The traditional architecture
• Source -gt ETL -gt ODS -gt ETL -gt DW
• Then DW -gt ETL -gt DM -gt Tools, Portals
• Value Propositions
• Visibility The Wind Tunnel smoke traces
• Reporting and Analysis
• Alerts and Triggers
• Organic and Exogenous Information

6
How does that jibe with reality?

• Expected versus Actual Use Cases
• Analytical Users
• Decision Makers
• Time Horizons
• Some facet on a time over time basis
• Before, Now, Next
• Multiple simultaneous perspectives
• Business Transaction Lifecycle
• Perspectives and Alternate Dimensions
• Scenarios, Plans and Write-back

7
Emerging Approaches

• Operational BI
• Low hanging Fruit
• Number of Beneficiaries
• EII versus ETL
• Pulling live data versus compiling
• Building a catalog of measures and metrics
• Template Driven Presentation
• Template Technologies Simple and beyond
• Benefits of Templates

8
Whats BI really all about?

• Actionable Information
• Data gt Information gt Knowledge gt Understanding
• Whats the difference between them?
• Providing for Action
• Right stuff in the right hands at the right time
• Creating a Destination for Action
• Get data
• Draw attention or Alert
• Provide for triggering action
• Trigger the followup

9
Whats an Agile Approach?

• User Stories versus Use Cases
• Two heads are better than one
• Test first If you cant explain how to test it
  then you dont understand it well enough to build
  it!
• Build just enough to get going and then evolve
  the functionality and platform
• Dont Plan to throw one away anyway plan on
  continuous refactoring!

10
Techniques Technology

• Tools
• EII
• ETL
• Temporary Data Structures
• Materialized Views
• Partitions and their uses
• Template Driven Architecture
• Source Acquisition
• Presentation Configuration
• BPM, Six-Sigma and Building Blocks

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Techniques Methodology

• Every Team Member an Evangelist
• The Circle of Friends leveraging opinion
  leaders in the organization
• The Importance of Change Management
• Project Leadership
• Short and Choppy Steps - Duration
• Taking an Island One platoon at a time
• Plan but dont take your plans too seriously

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Methodology - continued

• The many values of Pilots
• Technology
• Tools, Patches and Integration
• Performance, dependencies
• User Story Confirmation
• Fingerspitzen-Gefeuler
• How did Thomas Jefferson design the sidewalks at
  UVA?
• Teamwork
• Direct Team Interaction
• Extended Team Interaction
• A chance to find out what you dont know you
  dont know!

13
Review

• ROI is
• We add to it by
• We can accomplish this through
• Which can be actioned in the BI project when we
• Questions?

14
Questions