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www.thesmallworld.com
DEVELOPING ENTERPRISE BUSINESS INTELLIGENCE
STRATEGY
Technical Overview
Focus
This PowerPoint provides a high level overview of the process we use at Small World Solutions to help define your Enterprise Business Intelligence strategy.
Small World - Brief Introduction
Small World Solutions, Inc. is a dynamic technology solutions provider. Our team comprises of members with senior level management experience with Fortune 50 companies including Target Corporation, American Express and NBC/Universal.
At Small World Solutions we take a consultative approach towards understanding our clients’ needs and collaborate with the client resources to design and develop the most suitable, cost effective sustainable technology solutions that provide long term benefits to the business. Small World’s strengths include providing technical expertise in planning, developing and managing technology solutions.
We credit our success to our ethical, professional and accommodating approach While treating both our clients and employees/consultants with utmost respect
Believing in building long term relationships
With the motto of integrity and honesty in all our dealings as a company
Please visit us online at http://www.thesmallworld.com to learn more about us …
Stages of BI
Current State Assessment Identify organizational roles and responsibilities Review/conduct applications and key business processes inventory Review existing infrastructure, applications, and processes with regards to
Business Intelligence needs Business/Transactional Applications Data Management Database Platform and Architecture ETL (Extract, Transform, and Load)
Understand current production management and support practices
Future State Design and Delivery Provide solutions for tactical needs Establish strategic direction and create a roadmap
Identify key stakeholders and understand their information needs Understand budget and resource constraints Help identify technologies and solutions for BI Develop a road map for …
Recommended Business Intelligence strategy Operational Data Store (ODS) Data Warehousing Business Intelligence Dashboard
Making it happen! We help guide your internal resources and provide additional Small
World resources as necessary to realize a strategic solution within established time and budget constraints
Stages of BI
Defining BI
BI: Typical Solution Technologist’s View of BI Data > Information > Intelligence DO’s and DON’Ts Enterprise Application Integration (EAI) & BI BI: Enterprise Data Enterprise Business Intelligence Developing BI Strategy Ubiquitous BI
BI: Typical Solution
ERP DBOLAP DB
ERP SystemCustomer Facing
ApplicationsBatch
ProcessData Load Processes
data
External UserInternal User
Reporting Environment
IT Management
Reports
Technologist’s View of BI
What is Business Intelligence?
Business Applications
+ Databases
+ Data
+ Reporting Tools & Reports
+ Extract Transform, Load (ETL) Tools & Processes
+ Operational Data Store (ODS)
+ Data Warehouses (DW) & Data Marts
+ BI Platform (Analytical Tools)
+ BI Platform (Visualization Tools/Dashboards)
Data > Information > Intelligence
A Business Intelligence solution turns data into information and information into intelligence
DON’T!!
Extract Data(Batch)
Process Data App DB Application
SourceSystems
Process Data
Process Data
Process Data
Extract Data(Batch)
Extract Data(Batch)
Extract Data(Batch)
App DB
App DB
App DB
Application
Application
Application
Can you identify what is wrong with following picture? (see next slide for our thoughts on this picture)
Reports
Reports
Reports
DON’T!!
[DO NOT] Make copies of data across the enterprise. Making copies of data is sometimes sold as a necessary evil. While it may make sense from a tactical, project-delivery point of view, many IT organizations fail to realize that these so-called tactical solutions end-up being permanent fixtures in their overall solution portfolio.
Following is a partial list of issues resulting from such tactical decisions … Data integrity issues
No single source of truth
Lack of clarity on who owns what data (System of Record)
Data freshness issues
Systems are not extensible or adaptable
[DO NOT] Build application centric view for your enterprise information needsAs part of their enterprise BI strategy, companies are moving away from a department-centric view or an application-centric view to a more strategic, enterprise-wide view
DO!
BI Platform
ETL Processes
Ad-hoc Reporting ToolsODS
Data Warehouse
EnterpriseData Services
Use an ODS as an aggregation point for low-latency, operational, read-only data Provide Enterprise Data Services to cater to data needs of the applications
Use Ad-hoc reporting tools against ODS to gain access to transactional data while avoiding impact on performance and availability of transactional systems
Use Data Warehouse to support analytical, decision support systems Provides historical data, corporate memory
Application
Reports
App DB
Enterprise Information Aggregators
Other Systems
Online Order Processing System
ERP System
EAI & BI Integrate applications using enterprise resources Define a single source of truth for enterprise data Avoid redundant copies of data and data integrity questions Achieve flexibility and adaptability
DataAcquisitionServices(Extract)
Events/Monitoring/Alerts
SourceSystems
Transform& Load
DataAccess Services
ODS
Application
Application
Application
App DB
App DB
App DB
BI: Enterprise Data
Clearly define strategy for managing enterprise data. Enterprise data can be classified as one of the following two types: Master Data
Master Data is non-transactional data that defines how the business operates. Master data is stored in data warehouse and/or data marts and managed through the practice of Master Data Management (MDM)
Business Objects
Definitions
Classifications
Terminologies etc.
For example, data about customers, suppliers, employees, products, services, materials etc.
MetadataMetadata is essentially data about data, that is used to facilitate the understanding, use and management of the data.
File name, file type
Title, description
Name of the creator, date created etc.
Enterprise Business Intelligence
An enterprise Business Intelligence (BI) strategy encompasses … Extraction and Transformation of data from various data sources within
enterprise Loading of this data into one or more Operational Data Stores (ODS),
Data Warehouses and Data Marts Providing meaningful, business-focused reports using this data Analytical processing of this data and delivering results through
interactive dashboards for the purpose of performance management Providing predictive analysis to help optimize business operations with
the objective of Finding problem areas Improving productivity Reduce Costs Increase revenues
Developing BI Strategy
r Clearly define expectations Information Ownership – systems of record, authoritative sources, data stewards
Information Management – Information, timeliness, accuracy, granularity and availability
Governance – who has access to what
2. Identify correct stakeholders across enterprise Identify required stakeholders early in the cycle
3. Identify information needs Understand stakeholders information needs, from their point of view!
Clearly define business questions that each stakeholder must answer to manage the business
Developing BI Strategy
1. Ensure common definition of information Confirm that the information you need is defined uniformly across the company
Is definition of “Customer” same across all data sources feeding data into the data warehouse?
Should you interpret “CA” in the address as “California” or as “Canada”?
Implement data quality and Master Data Management initiatives as necessary
2. Understand difference between Information vs. Data BI is not same as Reporting Make information actionable to allow timely, informed business decisions vs.
delivering simple data reports
3. Establish Strategic vs. Tactical Goals BI program is a long term strategy, not a short term project Establish a long term, strategic direction in partnership with your IT department Solve most critical needs first, as a tactical solution. Spinning wheels for years
without any significant milestones that benefit business could result in business units seeking one-off solutions outside of IT
Ubiquitous BI
Offers a low cost alternative to a traditional Business Intelligence initiatives Leverage existing investment in reports
Turn existing reports into live, structured data
Save time and achieve quick results
Provide users with actionable information
Q & A
Please contact us to discuss your specific needs
Ketan Kakkad
Chief Technology Officer
Small World Solutions, Inc.
p: 952.303.4643/952.250.5386
www.thesmallworld.com
Last update: October 9, 2008
