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Enable Business Intelligence Across the Enterprise

Enable Business Intelligence Across the Enterprise. William McKnight McKnight Associates, Inc. Agenda. The user perspective Data stewardship Program governance User support Public relations Executive sponsorship Workload balancing. The User Perspective. Lack of familiarity Disbelief

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Enable Business Intelligence Across the Enterprise

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  1. Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

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

  3. The User Perspective • Lack of familiarity • Disbelief • Lack of understanding • Training, support and workload issues • Looking for the deeper meaning

  4. 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

  5. Have a Data Stewardship Program • “One” per major business subject area in BI • Or prospectively in the future in BI • Business role

  6. Data Steward Roles and Responsibilities • Designing the transformation rules • Contributing business metadata • Understanding new usage needs • Supporting the user community • Data quality

  7. 0 / 10 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 don’t design and/or transform our BI data • Combination of business and IT • Don’t know Cross-Tab Label

  8. 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

  9. BI Program Governance Team • Director, VP-level in data steward areas • Present and future data stewardship areas • BI management team

  10. All Users get Training Before Receiving an ID • Schedule it quarterly • Taught ½ by IT, ½ by Business

  11. 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

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

  13. 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

  14. 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

  15. 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 • Q&A forums

  16. 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 company’s most egregious challenges

  17. 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

  18. 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”)

  19. BI Advisory Errors, Major and MinorEnhancements Users Minor Enhancements Errors and “How to” SLAs Needed BI Dev Team Help Desk? Errors System Admin Major Enhancements

  20. Business Intelligence Iteration Plan March 2004 June 2004 September 2004 December 2004 Phase 6 Phase 7 Planning for Phase 7 Phase 8 Planning for Phase 8

  21. Project Procedures – Timelines N-4x days N-4x days N-3x days N-2x days N-2x days N-7 days N-0 days DETAILED REQUIREMENTS IDENTIFY POTENTIALS REQUIREMENTS SCOPE PRIORITIZE SIGN OFF BEGIN ITERATION This completes the PLANNING Phase of a Project

  22. Business Intelligence Process Model Physical Design Readiness Assessment Logical Modeling ETL Build and Test Technical Architecture Team Roles Assignment Prioritization Analysis Application Design End-user Access Layer Build Testing and Quality Assurance Source System Analysis Source to Target Maps User Acceptance Requirements Definition Build Plan Planning Architecture Implementation

  23. Enabling Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc. www.mcknight-associates.com (214) 514-1444

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