Business Intelligence Services Capability and ArchitectureASSESSMENT AND ROADMAP

<DATE>VERSION: <N>

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Project OverviewCharter and approach

Driver: What was the motivation for the engagement? What does the client want to accomplish? Objective: What are the objectives of this engagement?Deliverable: What are expected deliverables/outcome from this engagement?

Duration: Length of the engagement?Scope: Scope of the engagement? (see Statement of Work (SOW)IT Services: Business Intelligence (BI) (any other services included?)Technologies: Microsoft® Office SharePoint® Server and Microsoft® SQL Server® (any others?)Information Sources: Direct interviews with services and technologies stakeholders information technology (IT). Mention if business stakeholders were also accessed/interviewed.Framework: Service-based enterprise architecture framework from Microsoft.Business: Who in the business was interviewed or involved?IT: Who in IT was involved or interviewed?Core Team: <client> team members of the project and Microsoft team members

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Agenda

1. Executive Summary

2. Strategic Assessment and PlanBusiness environment

Strategic objectivesKey business processesBI Business Capabilities – Desired and Current State

IT environmentIT ObjectivesCapability map and maturityBI Services mapArchitecture visionRoadmap

ImpactBenefitsCost

ExecutionRisks and ConstraintsGovernanceOperating Plan

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Executive SummaryKey challenges, observations and the solution/plan

Challenges, pain points, issues and opportunities?

What did we “notice” worth mentioning here? Good/bad.

What is the solution to the problem?

How do we intend to make it happen? What are short-term, near-term, and long-term plans?

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Strategic Assessment and Plan

Business environment

IT environment

IT architecture

Impact

Execution

Strategic Assessment and Plan

Business environment

IT environment

IT architecture

Impact

Execution

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Business Objectives and Plan

What is business trying to accomplish and why?

What connected business capabilities are needed to realize these objectives?

Top level goals and capabilities needed to reach them

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Key Business Processes

What are the business processes reviewed during the engagement?

What did we find – issues, requirements, impact.

What connected business capabilities do they need?

Reviewed processes dependent on BI Capabilities

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Business ArchitectureIdentifying supporting business Capabilities

Domain CapabilitiesNumber of Strategic Objectives

Enabled

1 2 3 4 5 6 7 8 910

<What specific capabilities are needed?>

Business capabilities supporting strategic objectives across business processes and functions are identified.

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Business ArchitectureSupporting Business Capability Maturity

Domain CapabilitiesValue Maturity

LevelDesired

Characteristics

1 2 3 4

<summary statement(s) about the maturity>

Current StateDesired State

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IT ObjectivesSuccess factors and strategies

The success factors and strategies outlined below will guide the architecture assessment and planning for Information Management Services.

Domain Capabilities Desired Characteristics

<Summarize key objective(s)>

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BI ServicesEnabling required business capabilities

BI Services and capabilities with contextual content can support most business capabilities needed to achieve strategic objectives

Update significant capabilities

IT Capabilities

Dashboard and Scorecards

Managed Reporting

Operational BI

Self-service BI

Presentation

Distribution

Reporting

Analysis

Master Data Management

Data Storage: Data Mart and Data Warehouse

Data Storage: OLAP

ETL

Data Integration

Business Capabilities

Financial Management

Customer Management

Product Management

Synergistic Work

Consensus and Decisions

Communication of timely and relevant information

Sense and Respond

Authoritative Source of Information

Information Orchestration

Governance & Compliance

Reporting and Analysis

Performance Measurement

Strategic Objectives

?/ (from page 6 or 7 in this document)

Capture and deliverContextual

data

Organizational capabilities required for

realizing strategic

objectives

*significant capabilities highlighted

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BI ServicesEnabling required business capabilities

BI Services and capabilities with contextual content can support most business capabilities needed to achieve strategic objectives

Update significant capabilities

IT Capabilities

Dashboard and Scorecards

Managed Reporting

Operational BI

Self-service BI

Presentation

Distribution

Reporting

Analysis

Master Data Management

Data Storage: Data Mart and Data Warehouse

Data Storage: OLAP

ETL

Data Integration

Business Capabilities

Financial Management

Customer Management

Product Management

Synergistic Work

Consensus and Decisions

Communication of timely and relevant information

Sense and Respond

Authoritative Source of Information

Information Orchestration

Governance & Compliance

Reporting and Analysis

Performance Measurement

Strategic Objectives

?/ (from page 6 or 7 in this document)

Capture and deliverContextual

data

Organizational capabilities required for

realizing strategic

objectives

*significant capabilities highlighted

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BI ServicesCapability maturity

Domain ServiceValue Maturity

LevelRequired

Characteristics

1 2 3 4

The functional, performance and operational characteristics of many information management services must be improved to enable desired

business capabilities. Current StateDesired State

BI Services Architecture Assessment and Vision

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BI Services Architecture

BI services provide a range of capabilities and are organized into four services domains ApplicationAccessInformationData services

Capabilities may be delivered or access from multiple channels such as mobile devices, web, or PCBI services depend upon portal and collaboration services for access, distribution , publishing, and sharing dataDue to many strategic initiatives over the next few years, including enterprise customer system, smart meters and grids, the demand for broad spectrum of BI capabilities will significantly increase

Capability View

BI Services

Foundation: Infrastructure and Operations Services

Back Office Services

Client Interfaces

BI Application Services

BI Platform Services

Data Management ServicesAccess Services Information Services

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BI Application Services Derived from BI Application Archetypes

BI Services Architecture

BI Reference Model and BI Applications Archetypes provide detailed technical decomposition of many BI services. The component view is useful for the design, organization, integration, and reuse of any BI solution.Each component is evaluated in terms of current implementation(s), potential constraints, and architecture direction to support desired scalability, functionality, and performance.

Component View

BI Platform Services Derived from BI Reference Model

Client Interfaces Access Services

Client Interfaces

Managed Reporting Operational BI Self-service BI

Distribution

Information

Data

Data Storage Data Integration Master Data

Management

Data Consumers and Providers See BI Reference Model and Archetype documents for details.

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BI Applications ServicesAssessment and Plans

KPI Management: Need capability to define and aggregate KPIs at individual (role), departmental, process levels. Currently only financial (lagging indicators) KPIs are reported. Configuration: A business function should be able to configure what (balanced scorecard) they want to monitor and manage. Currently pre-defined financial view of the group is presented. Consolidation and Integration: Process KPIs would require data from multiple data sources combined and rationalized to show correlation and to drill down into specific functional area.Events and Monitoring: In most cases, dashboards are updated monthly. To respond to fluctuating demand and supply, must have dynamic, event-driven dashboards.

The application services are business-facing, high-level services provided by instantiating and/or leveraging platform services

Each lines of business (LOB) application and business groups have their own way to managing reports. Must provide consistent user experience and mechanism to identify, produce, distribute and archive reports.

Operational reporting and analysis is going to be very critical for internal management as well as for customers to monitor, manage and plan energy consumption and cost. Must consider near real-time meter data gathering and price monitoring, consolidation, reporting, distribution and notification.

Customers and business users should be able to create their own custom reports and analytics. Must provide provisioning of data where the data required for reporting and analysis is not already available.

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BI Services Architecture

The following architecture models the range of capabilities and interfaces related to BI services.

Over time, users want to have a unified and consistent experience across all types of information and transactions. The information access relies on portal and collaboration services for a single point of interface. Users would expect close to real-time analysis and reporting. The underlying technical architecture must be scalable and flexible to process large volume of data.

External and internal users may need to have access to similar information. The breadth and depth of integration with data and applications, along with security considerations may drive separation between internal and external access.

Technical View

Note: A server in the diagram does not necessarily imply a separate physical hardware. It is meant to represent a service. The physical implementation of a service or capability may use one or more hardware components.

Application

Presentation Information Data

Order Management

Financial

Customer Management

OtherProvider Systems

Quality Management

Customer ServiceOther

Consumer Systems

Archive Services

Operational Data Stores

Data Warehouses

Subject Data marts

Subject Multi-Dimensional Data

(OLAP)

Replication Services

EventsETL

Event or Time-basedDirect

Access

Web Services

Direct Access

(ADO/ODBC)

Office

External

Internal

Firewall

Intelligent Applicatio

n Gateway

Portal

Master Data Management(e.g. MDS)

Information CatalogBusiness Connectivity Services

·Data Transformation

·Data Mapping·Data load

Information Providers

Information Consumers

MDX

·Scorecard/KPI·Dashboard·Performance Monitoring

Pull

Integration, Workflow & Scheduling

Services (SSIS, WF, SQL

Agent, WAS)

Push

SchedulerWorkflowEvents

Notification

Publishing

Visualization

Analytics

Excel Services

Documents

Web components

Off-line delivery

Clients

Access Network

s

BI Platform - Conceptual

PerformancePoint Services

Data Mining

Search

Reporting

Reporting Services

SharePoint / FAST

In-Memory Analysis

Visio Services

Streaming (MS-StreamInsight)

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BI Services

Identify current state and issues – what works (good), what is a concern they must watch/evaluate, what is design constraint or show stopper they must address soon

Current architecture assessment

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BI Services

Assessment of technology and physical architecture implementing BI capabilities

Technology and physical architecture

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BI ServicesArchitecture designed for growth

The following practices can further evolve the logical and physical architecture, supporting future business and operational requirements. <Include things they must consider in order to ensure the architecture is scalable>

Category Domains Approach

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BI ServicesRoadmap

Short-term: ??Mid-term: ??Long-term: ??

Team KPIs Team Dashboards Enterprise Dashboards Modeling Forecasting

Portal: Pull Distribution Push Distribution Publishing Off-line

Functional Data Marts & Cubes Notification Services

Partitioning Object-level security Monitoring Provisioning Archiving

DW and ODS security assessment and planning

Operational practices implementation. For example, monitoring, change management, capacity planning

Scorecards

Excel Services

DW to Data Mart/Cube data transformationMaster Data Management

Clustering Clustering ETL Performance

DW design optimization

Microsoft Office SharePoint Server BI services configuration

SQL Server 2008 Upgrade

Reporting Analytics Visualization Data Mining Real-time

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Impact

Business??

IT??

Others??

Business and IT benefits

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Execution

List implementation and operating costs by phases, if possibleIt may not be feasible to estimate cost of all projects. You may just want to provide some estimates for next phase of projects or high-order of estimate for realizing the overall vision. Include internal and external costs

ImplementationInternal

External (HW/SW, Services)

OperatingInternal Support

External (Maintenance etc.)

Others??

Potential risks and constraints

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Execution

List potential risks and constraints. Provide a way to mitigate these risks and constraints

BusinessAdoption risk?

ITProject execution

Skills

Technology

Others??

Potential risks and constraints

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Execution

HardwareWhat should be done for hardware – sufficient or buy?

SoftwareIs the required software already purchased or is there a need to buy?

Project activities to address short-term needs Identify key projects and provide short description of each project

Project activities to address mid-term needs Identify key projects and provide short description of each project

Implementation Plan

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Conclusion and Roadmap

IT objectives and current state

Desired BI capabilities

Approach

Next steps

Summary of key points

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