You Can Get Fries and Coleslaw With The

You Can Get Fries and Coleslaw With The BI/DW Combo! Steve Bond, Consulting Director STRICTLY PRIVATE AND CONFIDENTIAL

Sierra Systems Agenda § § § § BI Today BI Purpose Why BI Business Reflection The Roadmap The Framework – – – The Business Design Development Implementation Project BI Successes Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

Performance Management Sierra Systems Business Intelligence CPM – Corporate Performance Management Business Intelligence Organizational Understanding y nc e ici Eff e s pri r nte E Data W areho use Self Sufficiency ODS ion at iz m pti O Single Source of Truth Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

The Purpose of BI Sierra Systems To help organizations meet their objectives by providing: – Relevant information – Accurate information – Timely information. . to support critical business strategies & processes Successful BI is achieved by: – – Consolidation multiple disparate data sources Cleansing and transforming Creating a single source of information Accessible by business users using their language Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

Why BI? § Business Need – Data rich – Information poor Sierra Systems § Technical Limitations – Multiple sources of data – Built to purpose • Inconsistent data – Transactional systems vs. analytical solutions Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Reflects the Business Strategy Strategic Objective 1 A textual description of the objective Business Plan Objectives Actions Strategic Objective 2 A textual description of the objective Objective 1 Action to support objective Strategic Objective 3 A textual description of the objective Objective 2 Action to support objective Objective 3 Action to support objective Sierra Systems Executive Management Workforce Strictly Private and Confidential Measures © Copyright 2006 Sierra Systems Group In

BI Roadmap Successful BI solutions are based on communicating and measuring the strategy of the organization § § Sierra Systems § Think Big, Implement Small § Incremental process minimizes development and releases BI content to the business quickly § Change Management and Project Management reduce risk and increase success BI Roadmap service identifies strategy, creates a prioritized roadmap through collaboration with business stakeholders and IT Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

Sierra Systems BI Roadmap § Stakeholder Interviews § Reporting and analysis reviews § Subject area identification and prioritization exercise § Source systems reviews § Technical complexity assessment § Toolset selection Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Roadmap Sierra Systems § Deliverables – – – – Prioritized subject areas linked to organizational strategy Information delivery framework Enterprise information architecture Toolset recommendation, RFP, proof of concepts High level logical model Project Plan Cost estimates (hardware, software, consulting services, internal resource time) – High level change management plan – High level education plan Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

Sierra Systems BI Roadmap Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework – The Business: Identify Business Pillars & Drivers Sierra Systems § § § Strategy ‘Enabling Pillars’ Business Drivers – Key Performance Indicators – Keep it high level Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework – The Business: Information Consistency & Presentation Sierra Systems § § Consistent KPI Development – Cascade throughout the organization – Process for change Presentation Layer – User classes require different information displays – Right information, right level at the right time – End state scenarios Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

Sierra Systems BI Framework – The Business: Prioritize the Business Requirements § § § Determine Capture Agree Prioritize Map – Business value vs. urgency – Preliminary mapping § Include organizational cultural aspects § Drill into 1 area Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework – The Business: Go Into Detail § Determine KPI Measures – In detail • By user classification – Sierra Systems • • reports, etc. Frequency Drill path – Common Vocabulary – Source Systems • • Extraction complexity Data quality Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework – The Business Sierra Systems § Establish high level business sponsorship § § Let the business lead § § § Ignore business culture § Identify all KPI’s for all requirements in detail Deliver volumes of technical documentation Ensure common business language Deliver to business objectives Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: The Design § OLAP Sierra Systems – – § § Denormalized Constrained dimensions Constrained facts Write back and other requirements – Business support Metadata – Business – Technical History – Years available Strictly Private and Confidential § § § Data Quality – Audit – Correction process ETL – Batch schedules – Error correction Availability – – Update requirements Business requirements User locations Data quantities © Copyright 2006 Sierra Systems Group In

BI Framework: The Design Sierra Systems Only when you understand: § § – – – Business requirements Data requirements Usage Data quality History Metadata Can you determine the overall architecture – ROLAP, MOLAP, HOLAP – Federated, Centralized Start to consider your front-end, back-end and ETL tools!!! Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Architecture Design Envision the Grand Design Sierra Systems § Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Architecture Design Implement Incrementally Sierra Systems § Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: The Design Sierra Systems § § § Aggressively define data model incrementally Have a data owner Develop & maintain metadata, dictionary and repository Use DW specific experience § § § Compromise the model § Assume existing skills are sufficient Assume ‘one size fits all’ Purchase tools before you know your requirements Make sure architecture is cohesive, open, scalable & flexible Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Development § Proof of Concept – Proves technical tit – Proves business fit Sierra Systems § Tool Evaluations – Consider multiple tools – Allow users to evaluate frontend tools – Follow a consistent framework – Consider costs up front if necessary Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Development § BI projects are extremely successful when iterative (agile) development processes are followed § § § Business testing is critical § Experienced teams should deliver in 3 month cycles § First implementation cycle may take up to 6 months Iteration 1 Sierra Systems Iteration 2 Iteration 3 Strictly Private and Confidential Data reconciliation is critical Expect issues with data quality, ETL processes & procedures and presentation layer re-work © Copyright 2006 Sierra Systems Group In

BI Framework: Development Sierra Systems § § § Undertake a proof of concept Use a tested BI implementation methodology Develop incrementally Expect some re-work – ETL – Report development Include users – Report development Strictly Private and Confidential § § § Big-bang approach § Exclude the business from the front-end tool selection § Avoid implementing ETL error handling and production monitoring Keep the business in the dark Shoe horn the project to your standard methodology © Copyright 2006 Sierra Systems Group In

BI Framework: Implementation § Sierra Systems § User Training – Tool usage – Integration into role Business As Usual Training – – Technology & tools Error handling Batch schedule Data lineage § § Strictly Private and Confidential Release to users in small, manageable batches Floor walks © Copyright 2006 Sierra Systems Group In

BI Framework: Implementation § Performance Monitoring Sierra Systems – Monitor usage daily & adjust to reality – Identify top and bottom reports – Assess user satisfaction § Communications Planning – Multi-channel communications to target users & business – Identify ‘win’ stories and communicate to management – Clearly communicate success criteria Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Implementation § Hand Over to Business As Usual – Establish support structure early – Ensure all teams know about ‘batch windows’ Sierra Systems • Maintenance for source systems may require additional planning – Provide development team support for a defined period Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Implementation Sierra Systems § Establish: – – Training Hand over Success criteria Communications plans early in the process § § § Use vendor only training § § Allow ‘wins’ to go unnoticed Expect BAU to quickly ‘pick up’ the system Roll out in 1 go Have a robust performance management plan Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Project § Use a phased approach – Business requirements – Discovery period (3 to 8 week time frame) Sierra Systems § Define phases by business delivery § § Strong BI Project Manager § Communications management Organizational change management Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Project § Establish clear resource plan & don’t remove resources – Use ‘seasoned’ internal resources Sierra Systems § Ensure contingency is built-in throughout the plan, especially during the ETL phases § Allow for support, tuning and hand-over time well after the project has ‘delivered’ § Plan for the sake of planning. Keep it reasonable, detailed BI plans go off-track. Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In

BI Framework: Project Sierra Systems § § Strong subject matter expertise Experienced BI project management § Follow issue, risk, status, governance structures § Communicate, Communicate!! Strictly Private and Confidential § § Not plan or update plan § Wait for a 100% solution before release Hide plan results Ignore the business Communicate to business in tech speak – translate to English © Copyright 2006 Sierra Systems Group In

BI Successes Sierra Systems § BC Public Safety and Solicitor General § § § BC Attorney General § § § § City of Surrey A&W BC Ministry of Employment & Income Assistance Various WA State Agencies BC Ministry of Provincial Revenue State of Connecticut Los Angeles Police Department BC Ministry of Management Services Strictly Private and Confidential Boston Pizza International Dimensional Fund Advisors North Shore Credit Union Tolko Industries Vancouver Island Health Authority © Copyright 2006 Sierra Systems Group In

Sierra Systems Questions? Strictly Private and Confidential © Copyright 2006 Sierra Systems Group In