dama-mn bicc presentation v2 print · business intelligence competency centers dama - mn november...
TRANSCRIPT
Hitachi Consulting
Business Intelligence Competency Centers DAMA - MN
November 19, 2008
Inspiring Your Next Success!®
Hitachi Consulting
Speaker Profiles
Mark Albers, Director, Hitachi Consulting
National BIPM (Minneapolis, MN)
Enterprise Data Warehouse Team
17+ years of BIPM Experience
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
2
Scott Farris, Vice President, Hitachi Consulting
National BIPM (Dallas, TX)
Focused on BI Competency Center Services
15 years of BIPM Experience
8 years focused on BICC
Hitachi Consulting
Agenda
Business Intelligence Competency Centers (BICC)
Why do I need one?
» How does it relate to EIM?
What is it?
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
3
What is it?
How do I build one?
» Multi-phase Approach � The Journey
» BI Engine � The Gears
Getting Started
Hitachi Consulting
About Hitachi Consulting
We are the consulting services arm of Hitachi Ltd., the 23rd largest company in the world with $84B in revenue and 1,300 subsidiaries.
We are a global consulting firm with operations in North America, Western Europe, Japan, India and Southeast Asia. We have over 1,500 consultants in 17 offices.
Our client base includes nearly 30% of the Fortune 100.
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
4
Our client base includes nearly 30% of the Fortune 100.
20% of our Practice focuses on Business Intelligence and Performance Management (BIPM).
Dallas HQ
Major Industry Programs
Food & Beverage /
CPG
IndustrialManufacturing
High Techand
Software
Communicationand
Content
Service Offerings
Strategy &OrganizationalEffectiveness
BusinessIntelligence /PerformanceManagement
(BIPM)
Customer &ChannelSolutions
Supply ChainSolutions
EnterpriseApps &
Technology
Hitachi Consulting
Hitachi Consulting’s core is built from quality acquisitions, careful integration, and profitable organic growth.
November 1999
Hitachi, founded in 1910, makes a strategic decision to enter the IT services market in the U.S.
Acquires WaveBend Solutions, the IT consulting arm of 90 year old firm BDO Seidman, LLP.
23 partners and more than 350 consultants from Arthur Andersen LLP, join the Company
July 2002July 2001
Hitachi Consulting acquires Aspirity, a Business Intelligence consulting firm.
April 20041000+
Acquires Navigator, a Business Intelligence consulting firm.
February 2006
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
5
November 1999
Hitachi acquires the IT consulting business of Grant Thornton, LLP, founded in 1924.
Acquires Tactica, a Dallas-based IT consulting firm.
November 2000
July 2001
November 2001 May 2003
The Company is re-branded as:
August 2005
April 20041000+Employees
Hitachi Consulting acquires Dove Consulting, a Strategy and Organization Effectiveness consulting firm.
February 2006
Hitachi Consulting
Why do I Need a BICC?
Inspiring Your Next Success!®
Hitachi Consulting
BICC and EIM Collide
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
7
Hitachi Consulting
Sound Familiar?
“Should I be able to see SSN and other personal
“How many systems do we
have that capture customer data?”
”How many Product Hierarchies do we
need?”
“Why does the same product has different SKUs depending on country?”
Inspiring Your Next Success!®Inspiring Your Next Success!®
other personal information?”
“Why does a branch show up in
multiple geographies?”
“What is the distance between two airports?”
“How many seats are available in an aircraft?”
“Who owns customer?”
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
8
Hitachi Consulting
Common Reality
The business struggles to gain access to the information it needs
Silos of information resulting in conflicts in data accuracy
BI investments not delivering expected impact
Maintenance and licensing costs are high due to an overly broad tools footprint
Information Maturity Model
Timeliness
Accuracy
Detail
Source Systems
Predictive Value
Accountability
Interactivity
Target Audience
infrequent
unreliable
macro
financial -only
lagging
centralized
reporting
employees
real-time
reliable
micro
integrated
leading
decentralized
analysis, modeling
customers,
suppliers &
Lower Value Higher Value
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
9
Existence of shadow BI groups within the business compensating for lack of capabilities
High level of business analyst / staff headcount
A majority of analysis performed retroactively vs. proactively
Data/reporting environment that is difficult to navigate
Frequent confusion around business metrics (definitions, alternate sources, conflicting measures, etc.)
suppliers &
investors
Lagging Average Leader
T A
D
S
PA
I
TA
T A
D
S
PA
I
TA
T A
D
S
PA
I
TA
T A
D
S
PA
I
TA
T A
D
S
PA
I
TA
T A
D
S
PA
I
TA
T A
D
S
PA
I
TA
T A
D
S
PA
I
TA
T A
D
S
PA
I
TA
Hitachi Consulting
The Dilemma
Many of the challenges faced when implementing enterprise-wide Business Intelligence and Data Warehouse solutions are truly enterprise in nature
However Enterprise Information Management (EIM) and its relationship to a BICC can be complex and confusing
Inspiring Your Next Success!®Inspiring Your Next Success!®
complex and confusing
Implementing enterprise initiatives at times is daunting and fraught with risk
So what do you do?
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
10
Hitachi Consulting
Decision Point
Solve for BI Only Solve for the
Not an Easy Decision
Inspiring Your Next Success!®Inspiring Your Next Success!®
Some Enterprise initiatives (MDM, Data Governance) can be incubated in the BICC
However a BI program can get weighted down attempting to solve for the Enterprise
BI Only Solve for the “Enterprise”
> Easier to accomplish because it is within the scope of BI ownership
> However the effort will be another silo’d solution
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
11
Hitachi Consulting
EIM Will Become Even More Relevant!
• Organizations would experience a three-fold increase in data content and application quality issues (0.7 probability). Information integrity will continue to be, of significant concern for most organizations in the foreseeable future.
Data Explosion
Complex Information Lineage
Inspiring Your Next Success!®Inspiring Your Next Success!®
• Approximately 50% of all new IT projects fail to meet their original business objectives. A root cause is the lack of a common understanding among key stakeholders of the specific project objectives
• Due to growing legal and compliance pressure, Gartner estimates that by 2012, 25% of the companies in highly regulated industries will create and staff positions in accounting, human resources, compliance and audit, and legal, that deal explicitly with the management of information via technology
Information Dependence
Gartner
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
12
Hitachi Consulting
Challenges with Enterprise Scope
• Enterprises have multiple stakeholders that deal with same information to meet various objectives
Multiple Stakeholders
• Enterprises may have multiple producers of information; in some cases they may even attempt to produce the same information with little or no success
Multiple Producers
Inspiring Your Next Success!®Inspiring Your Next Success!®
• Enterprises have multiple consumers that sort through, in some cases the same information, incorporating assumptions based conflict-resolutions
Multiple Consumers
• Enterprises deal with multiple technology/architectural barriers and often spend resources in information exchanges/integrations that may not add significant information content
Multiple Technologies & Architectures
• Alignment of various businesses within an Enterprise to meet common objectives may be limited by diversities in both business processes and priorities
Causing Misalignment
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
13
Hitachi Consulting
Challenges with Information and Data
• Information needed to manage business goals on a daily basis is often dynamic simply due to nature of enterprises
Dynamic Information
• Many analysts may attempt to create, in some cases, the same information to meet business objectives
You do not know what you do not know
Inspiring Your Next Success!®Inspiring Your Next Success!®
• May presuppose intent and semantics, and hence may limit context for information consumption
Structure of Data
• Context of structured information is often provided by unstructured information
Structured & Unstructured
• Lineage gets complex with contextual unstructured information
Transparency of Information
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
14
Hitachi Consulting
What is Enterprise Information Management?
� Organizations and information workers today and in the future need contextual
information with origins in the form of both structured and unstructured data.
� EIM encompasses the management and delivery of both structured and
unstructured data – delivering contextual information to the enterprise regardless
of form, source or platform.
� EIM requires a melding of the disciplines of content and knowledge management,
data architecture, enterprise search and information integration.
Inspiring Your Next Success!®Inspiring Your Next Success!®
data architecture, enterprise search and information integration.
EIM is an integrative discipline for structuring, describing and governing information assets regardless of organizational and technological boundaries, to improve operational efficiency, promote transparency and enable business insight. --Gartner
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
15
Hitachi Consulting
Enterprise Information Management FrameworkD
ata
Go
ve
rna
nce
Da
ta G
ove
rna
nce
Pro
gra
m G
ove
rna
nce
Pro
gra
m G
ove
rna
nce
Inspiring Your Next Success!®Inspiring Your Next Success!®
Da
ta G
ove
rna
nce
Da
ta G
ove
rna
nce
Business Processes and Data Collection SystemsBusiness Processes and Data Collection Systems
Pro
gra
m G
ove
rna
nce
Pro
gra
m G
ove
rna
nce
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
16
Hitachi Consulting
Business Intelligence and Performance Management
Performance Managementfor the Enterprise
BISolutionsfor Finance
BISolutionsfor IT
BISolutions
for Sales/Mktg
BISolutionsfor HR
BISolutions
for Operations
Inspiring Your Next Success!®Inspiring Your Next Success!®
> BICC: Making Enterprise Information Delivery a Reality
» BI Strategy – WHAT, HOW, WHO
• Multi-year Plan and Roadmap
• Architecture and Technology
• Organization / Methodology / Governance
• Enterprise Information Management
» BI Competency Leadership
Business Intelligence Competency Center (BICC)
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
17
Hitachi Consulting
EIM Issues that Impact the BICC
EIM Topic Real BICC Issue/Opportunity
1 Data GovernanceWhat customer number and hierarchy should be used in the customer conformed dimension?
2 Master Data ManagementIf we use common project identifiers we could combine both structured information (status, budget) with
Inspiring Your Next Success!®Inspiring Your Next Success!®
2 Master Data Management both structured information (status, budget) with unstructured information (project docs, contracts).
3 Data Architecture
Should data be modeled and standardized across Enterprise systems such as data sources, applications, EDW and Data Marts so that data and information exchanges are consistent?
4Data Quality / Profiling / Auditing
Should this data quality issue be corrected in the source or via ETL into the EDW?
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
18
Hitachi Consulting
EIM Issues that Impact the BICC Con’t
EIM Topic Real BICC Issue/Opportunity
5 Master Data ManagementHow will Master Data be leveraged across operational and analytic environments
6 Data SecurityA user sees Social Security numbers in the Data Warehouse and Data Mart databases but is restricted from
Inspiring Your Next Success!®Inspiring Your Next Success!®
seeing that data in the transaction system.
7 Metadata Management
Business – Business Information Directory (BID) to store definitions, calculations and source of informationTechnical – Tracking lineage to find all instances of an incorrect customer number assignment
8 Data IntegrationShould we load data into the EDW the same way we load data to our data hub? What is the data integration strategy (EAI, EII, ETL)?
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
19
Hitachi Consulting
BI Maturity Model
Executive Sponsorship
and
establishing a
Business Intelligence Competency Center
(BICC)
Executive Sponsorship
and
establishing a
Business Intelligence Competency Center
(BICC)
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
20
89% of organizations surveyed were at either level 2 or 3 (30% were at Level 2 and 59% were at Level 3)
are imperative to achieving strategic and pervasive BIare imperative to achieving strategic and pervasive BI
Source: Gartner (April 2007)
Hitachi Consulting
What is a BICC?
Inspiring Your Next Success!®
Hitachi Consulting
What is a BICC?
A BICC is:
» Enterprise in Scope
» Holistic – People, Process & Technology
» Strategic – Aligned with the Key Themes within the Company
» Internally Lead
» Responsible for meeting both Business and IT Needs
» Focused on Building the Business Intelligence Capability
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
22
» Focused on Building the Business Intelligence Capability
» Above All about Leadership
A BICC is NOT JUST:
» Technology
» Center of Excellence
» Organizational Model
» Standards and Guidelines
» A BI Project
Hitachi Consulting
The Core BICC Concepts
2. There are things you do to SUPPORT PRODUCTION BI SOLUTIONS, such as:
» Support of Data Load processes
• Execute / Monitor ETL Jobs
» Support of BI Platforms
• HW / OS
• Software Maintenance and Upgrades
1. There are things you do to DEVELOP NEW BI SOLUTIONS, such as:
» Add Subject Areas to the Data Warehouse and build the ETL to load data to these subject areas
» Build a Data Mart and that ETL processes to load the Data Mart
» Build a Cube
» Build some Reports and OLAP Views
» Deliver all of this to the users
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
23
This about Doing things
• Troubleshoot / Fix ETL issues
• Minor Enhancements of ETL jobs
» Help end users
• Answer questions
• Add new users and manage security
• Help users use and understand the applications
• Make minor enhancements to Reports and Views
This about providing Leadership so that the “Doing” get’s done right
• Software Maintenance and Upgrades
• Monitor Performance and Usage
3. There are things you do to LEAD THE ACTIVITIES ABOVE, such as:
» WHAT – Plan, Prioritize and Fund the activities above
» WHO – Organize people in order to effectively do the activities above
» HOW – Optimize the way that all of the activities above are done
Hitachi Consulting
Organizational Model
> Competency
Benefits:• Increased productivity• Standards adherence• Faster skills development (mentoring)• Higher quality data & solutions• Reduced Cost
Competency Center
Best PracticesStandards
CoordinationSequencing
Methodology complianceProject Mgr
Technical Architect
Strategy
Technical Architecture*
Program ManagementProject Mgr
Technical Architect
Competency Center Leverage Model
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
24
> Competency Center is comprised of seasoned BI staff with the mission of setting strategy & standards, leading & mentoring project teams
> Roles are actively engaged in delivery (not pure ivory tower)
*roles most likely to remain permanentImplementation Project XImplementation Project 1
Data CleansingService Scheduling
Data Sourcing
BI Styles & StandardsBI Tools SelectionUser ExperienceLook and Feel
Data structuresHierarchiesMeasures
Business rulesBusiness processesMetric definitions
StandardsArchitecture compliance
Technical Architect
Business Analyst
Technical Architecture*
Business Alignment*
BI/EDW Data Modeler
Technical Architect
Business Analyst
BI/EDW Data Modeler
ETL Developers
BI Developers
Web Developers
ETL Developers)
Data Architecture*
BI Tools Architecture*
Test / QA Test / QA
UI Architecture
ETL Architecture
Hitachi Consulting
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
25
Hitachi Consulting
How do I Build a BICC?
Inspiring Your Next Success!®
Hitachi Consulting
Key Concepts
Communication and Marketing
Sustaining, Leveraging and Fine Tuning, WHAT, HOW, WHO
Implementing, Exercising and Strengthening
WHAT, HOW, WHO
Adaptable Best Practices
Release 0
Stabilization
and Air Cover
Defining and Deciding
WHAT, HOW, WHO
Making the Turn Hitting StrideUp & RunningDiagnostic
Change
LeadershipCurrent Reality
Future Vision
Gap Closing Roadmap
Tactical Projects
Solution
Development
Strategic Initiatives (in multiple releases)Point Solutions
Out of Context
Communication and Marketing
Sustaining, Leveraging and Fine Tuning, WHAT, HOW, WHO
Implementing, Exercising and Strengthening
WHAT, HOW, WHO
Adaptable Best Practices
Release 0
Stabilization
and Air Cover
Defining and Deciding
WHAT, HOW, WHO
Making the Turn Hitting StrideUp & RunningDiagnostic
Change
LeadershipCurrent Reality
Future Vision
Gap Closing Roadmap
Tactical Projects
Solution
Development
Strategic Initiatives (in multiple releases)Point Solutions
Out of Context
The BI EngineA Multi-phased Approach
WHAT
WHO
HOW
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
27
External and Internal Leadership Mix
TBDInternal Leadership Self Sufficiency
External and Internal Leadership Mix TBD
Current StateTeam Management
New Applications
New Infrastructure
Cost Reduction
Excellent Customer Service
Proactive
Old and New Applications
Old and New Infrastructure
Cost Control
Good Customer Service
Reactive / Proactive
Old Applications
Old Infrastructure
Cost Visibility
Minimum Customer Service
Reactive
Baseline
Support
External and Internal Leadership Mix
TBDInternal Leadership Self Sufficiency
External and Internal Leadership Mix TBD
Current StateTeam Management
New Applications
New Infrastructure
Cost Reduction
Excellent Customer Service
Proactive
Old and New Applications
Old and New Infrastructure
Cost Control
Good Customer Service
Reactive / Proactive
Old Applications
Old Infrastructure
Cost Visibility
Minimum Customer Service
Reactive
Baseline
Support
The GearsThe Journey
WHO
Hitachi Consulting
The Journey to Creating a BICC
Cap
ab
ilities
Strategy LinkageEnterprise
Bre
ad
th o
f Imp
act
Predictive/ Actionable
Cross-Divisional
Integration & Insight
Divisional
BI Vision
Achieving world class Business Intelligence requires a Journey…
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
28
Success on this Journey requires much more than just technology:
» Business sponsorship and commitment
» Discipline towards and focus on the future vision
» Building the processes capable of delivering and sustaining execution
» Invest in resources in order to bring in and implement best practices
Cap
ab
ilities
Bre
ad
th o
f Imp
actBasic Functionality Departmental
At First Over Time
Time
Current
State
Hitachi Consulting
Leading Change
ChangeLeadership
Diagnostic Making the Turn Up & Running Hitting Stride
Communication and Marketing
Current Reality
Future Vision
Gap-Closing Roadmap
Defining and Deciding
WHAT, HOW, WHO
Implementing, Exercising and Strengthening
WHAT, HOW, WHO
Sustaining, Leveraging and Fine Tuning
WHAT, HOW, WHO
Adaptable Best Practices
As a first step, gaps between
The foundation of the new
The processes, approaches and
Once the Enterprise Information
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
29
gaps between current
processes and skills and the
future vision are identified and
gap closing plans incorporated into
a roadmap.
of the new Business
Intelligence environment is
established, based on best
practices.
approaches and skills are
implemented and through repeated
use the organization starts to burn them into
the culture.
Information Management
organization has the best practices
routinely being used, the ownership of those practices is
transitioned to client personnel.
Hitachi Consulting
Communication and MarketingCommunication and MarketingCommunication and Marketing
Sustaining, Leveraging and Fine Sustaining, Leveraging and Fine Sustaining, Leveraging and Fine TuningTuningTuning
WHAT, HOW, WHOWHAT, HOW, WHOWHAT, HOW, WHO
Implementing, Exercising and Implementing, Exercising and Implementing, Exercising and StrengtheningStrengtheningStrengthening
WHAT, HOW, WHOWHAT, HOW, WHOWHAT, HOW, WHO
Adaptable Best PracticesAdaptable Best PracticesAdaptable Best Practices
Release 0Stabilization
Defining and Defining and Defining and DecidingDecidingDeciding
WHAT, HOW, WHAT, HOW, WHAT, HOW, WHOWHOWHO
Making the Turn Hitting StrideUp & RunningDiagnostic
ChangeChangeChangeLeadershipLeadershipLeadership
Current RealityCurrent RealityCurrent Reality
Future VisionFuture VisionFuture Vision
GapGapGap---Closing RoadmapClosing RoadmapClosing Roadmap
SolutionDevelopment
Strategic Initiatives (in multiple releases)Point SolutionsOut of Context
Developing Solutions
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
30
Stabilizationand Air Cover Tactical Projects
Development Out of Context
This type of change program will not necessarily stop or slow down ongoing projects while it takes shape. There will be some point solutions required by the business that must continue “status quo” in the interim. Further into the program, the focus turns to enterprise-level (more strategic) initiatives within the context of a corporate BI strategy.
Open toBuy
PMMGrocery
Dashboards Phase One
GM/DrugOwn Brand
PricingSupplyChain
GlobalSourcing
Dashboards Phase Two
PharmacyManuf., Transportation,and Operational areas
FinancialRecon.
Product Sales
Ind. CostAdders
RGC
Customer
Manuf.
Space / Assort
Transp
PharmacyAd Promo
Phase One
Phase Two
Phase Three
Phase Four
Pricing /Ad Loss
Inventory
Cost Event Vendor
Budget Org.
Geog.
Billing Location
Hitachi Consulting
Communication and MarketingCommunication and MarketingCommunication and Marketing
Sustaining, Leveraging and Fine Sustaining, Leveraging and Fine Sustaining, Leveraging and Fine TuningTuningTuning
WHAT, HOW, WHOWHAT, HOW, WHOWHAT, HOW, WHO
Implementing, Exercising and Implementing, Exercising and Implementing, Exercising and StrengtheningStrengtheningStrengthening
WHAT, HOW, WHOWHAT, HOW, WHOWHAT, HOW, WHO
Adaptable Best PracticesAdaptable Best PracticesAdaptable Best Practices
Release 0Release 0Release 0StabilizationStabilizationStabilization
Defining and Defining and Defining and DecidingDecidingDeciding
WHAT, HOW, WHAT, HOW, WHAT, HOW, WHOWHOWHO
Making the Turn Hitting StrideUp & RunningDiagnostic
ChangeChangeChangeLeadershipLeadershipLeadership
Current RealityCurrent RealityCurrent Reality
Future VisionFuture VisionFuture Vision
GapGapGap---Closing RoadmapClosing RoadmapClosing Roadmap
SolutionSolutionSolution Strategic Initiatives (in multiple releases)Strategic Initiatives (in multiple releases)Strategic Initiatives (in multiple releases)Point SolutionsPoint SolutionsPoint Solutions
Support
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
31
StabilizationStabilizationStabilizationand Air Coverand Air Coverand Air Cover Tactical ProjectsTactical ProjectsTactical Projects
SolutionSolutionSolutionDevelopmentDevelopmentDevelopment
New Applications
New Infrastructure
Cost Reduction
Excellent Customer Service
Proactive
Old and New Applications
Old and New Infrastructure
Cost Control
Good Customer Service
Reactive / Proactive
Old Applications
Old Infrastructure
Cost Visibility
Minimum Customer Service
Reactive
BaselineSupport
Strategic Initiatives (in multiple releases)Strategic Initiatives (in multiple releases)Strategic Initiatives (in multiple releases)Point SolutionsPoint SolutionsPoint SolutionsOut of ContextOut of ContextOut of Context
The Baseline Support function is transformed over the course of the program, moving from a reactive “fire-fighting” model to a proactive “best practices” model that supports the new enterprise applications and infrastructure. Unit cost of support per application reduces over time.
Hitachi Consulting
Communication and MarketingCommunication and MarketingCommunication and Marketing
Sustaining, Leveraging and Fine Sustaining, Leveraging and Fine Sustaining, Leveraging and Fine TuningTuningTuning
WHAT, HOW, WHOWHAT, HOW, WHOWHAT, HOW, WHO
Implementing, Exercising and Implementing, Exercising and Implementing, Exercising and StrengtheningStrengtheningStrengthening
WHAT, HOW, WHOWHAT, HOW, WHOWHAT, HOW, WHO
Adaptable Best PracticesAdaptable Best PracticesAdaptable Best Practices
Release 0Release 0Release 0StabilizationStabilizationStabilization
Defining and Defining and Defining and DecidingDecidingDeciding
WHAT, HOW, WHAT, HOW, WHAT, HOW, WHOWHOWHO
Making the Turn Hitting StrideUp & RunningDiagnostic
ChangeChangeChangeLeadershipLeadershipLeadership
Current RealityCurrent RealityCurrent Reality
Future VisionFuture VisionFuture Vision
GapGapGap---Closing RoadmapClosing RoadmapClosing Roadmap
SolutionSolutionSolution Strategic Initiatives (in multiple releases)Strategic Initiatives (in multiple releases)Strategic Initiatives (in multiple releases)Point SolutionsPoint SolutionsPoint Solutions
Team and Talent Management
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
32
External and Internal Mix TBD
Internal Self SufficiencyExternal and Internal Mix TBDCurrent StateTeam Management
StabilizationStabilizationStabilizationand Air Coverand Air Coverand Air Cover Tactical ProjectsTactical ProjectsTactical Projects
SolutionSolutionSolutionDevelopmentDevelopmentDevelopment
New ApplicationsNew ApplicationsNew Applications
New InfrastructureNew InfrastructureNew Infrastructure
Cost ReductionCost ReductionCost Reduction
Excellent Customer ServiceExcellent Customer ServiceExcellent Customer Service
ProactiveProactiveProactive
Old and New ApplicationsOld and New ApplicationsOld and New Applications
Old and New InfrastructureOld and New InfrastructureOld and New Infrastructure
Cost ControlCost ControlCost Control
Good Customer ServiceGood Customer ServiceGood Customer Service
Reactive / ProactiveReactive / ProactiveReactive / Proactive
Old ApplicationsOld ApplicationsOld Applications
Old InfrastructureOld InfrastructureOld Infrastructure
Cost VisibilityCost VisibilityCost Visibility
Minimum Customer ServiceMinimum Customer ServiceMinimum Customer Service
ReactiveReactiveReactive
BaselineBaselineBaselineSupportSupportSupport
Point SolutionsPoint SolutionsPoint SolutionsOut of ContextOut of ContextOut of Context
The team leading the change program can leverage external expertise initially and then assume ownership of all roles during the Transition Phase.
Hitachi Consulting
Communication and Marketing
Sustaining, Leveraging and Fine Tuning, WHAT, HOW, WHO
Implementing, Exercising and Strengthening
WHAT, HOW, WHO
Adaptable Best Practices
Release 0
Stabilization
Defining and Deciding
WHAT, HOW, WHO
Making the Turn Hitting StrideUp & RunningDiagnostic
Change
LeadershipCurrent Reality
Future Vision
Gap Closing Roadmap
Solution Strategic Initiatives (in multiple releases)Point Solutions
The Journey
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
33
External and Internal Leadership Mix
TBDInternal Leadership Self Sufficiency
External and Internal Leadership Mix TBD
Current StateTeam Management
Stabilization
and Air Cover Tactical Projects
Solution
Development
New Applications
New Infrastructure
Cost Reduction
Excellent Customer Service
Proactive
Old and New Applications
Old and New Infrastructure
Cost Control
Good Customer Service
Reactive / Proactive
Old Applications
Old Infrastructure
Cost Visibility
Minimum Customer Service
Reactive
Baseline
Support
Point Solutions
Out of Context
Hitachi Consulting
Communication and Marketing
Sustaining, Leveraging and Fine Tuning, WHAT, HOW, WHO
Implementing, Exercising and Strengthening
WHAT, HOW, WHO
Adaptable Best Practices
Release 0
Stabilization
Defining and Deciding
WHAT, HOW, WHO
Making the Turn Hitting StrideUp & RunningDiagnostic
Change
LeadershipCurrent Reality
Future Vision
Gap Closing Roadmap
SolutionStrategic Initiatives (in multiple releases)
Point Solutions
Cost / Benefit View
Benefit
Co
st
/ B
en
efi
t
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
34
External and Internal Leadership Mix TBD
Internal Leadership Self SufficiencyExternal and Internal Leadership Mix TBDCurrent StateTeam Management
Stabilization
and Air Cover Tactical Projects
Solution
Development
New Applications
New Infrastructure
Cost Reduction
Excellent Customer Service
Proactive
Old and New Applications
Old and New Infrastructure
Cost Control
Good Customer Service
Reactive / Proactive
Old Applications
Old Infrastructure
Cost Visibility
Minimum Customer Service
Reactive
Baseline
Support
Point Solutions
Out of Context
Cost
Program Timeframe
Co
st
/ B
en
efi
t
Hitachi Consulting
Successfully progressing through the Journey can increase delivery of what matters.
Strategic Projects
Before Improvements
Strategic Projects
AfterImprovements
Inv
estm
en
t in
Eff
ort
an
d $
• Strategic investments will increase as % of total spend
• Strategic projects help the business “move the needle” on important company initiatives
Strategic Investment vs. Tactical Spend
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
35
Tactical Efforts
Baseline Support
Tactical Efforts
Baseline Support
Time
Inv
estm
en
t in
Eff
ort
an
d $
• Baseline as a % of total spend may decrease slightly, even as the number of new strategic solutions is increasing
• Baseline efforts are what is needed to “keep the lights on”
• Tactical efforts decrease significantly as a % of total spend
• Maintain enough to be flexible to users most urgent needs
Hitachi Consulting
The Gears
The Gears Represent the three Major Activities of the BICC Throughout the Journey
» What
• The Work to be Done
• The Expenditures
• Ongoing Prioritization Process
» Who
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
36
» Who
• Organization Structure / Reporting Change
• Roles and Responsibilities
• Talent Management
• Skills Optimization
• Recruiting
» How
• Common Methods and Processes
• Data Management, Data Governance
• Architecture & Technologies
• BI Methodology and Best Practices
Hitachi Consulting
Tuning the Gears
WHATActivities / Deliverables:
• Planning the work
• BI Solution Multi-Year Roadmap
• BI Solution Implementation Plan
• EDW Subject Area Implementation Plan
• BI / EDW Foundation Implementation Plan
• Planning expenditures
• AOP / Budget / Forecast
• HW / SW Investments
HOWActivities / Deliverables:
• Data Management Architecture, Strategy, Processes, Best Practices, Standards
� DW / DM Data Architecture
� Enterprise Data Model
� Data Augmentation
� Master / Hierarchy Data Management
� Data Quality: Profiling and Cleansing
� Data Security / Privacy
� Metadata Management
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
37
• HW / SW Investments
• Internal / External Labor
• Ongoing Prioritization Process and Sponsorship
� Change Data Capture
• Tool Selection, Positioning, Implementation, Best Practices, Standards
• Back End Tools: DBMS, ETL, Profiling, Cleansing, Master Data, etc.
• Front End Tools: Reporting, OLAP, Mining, Dashboard, Scorecard
• Styles of Computing
• BI Methodology / Processes / Governance
• Implementation Methodology
• Production Monitoring
• Change Management
• BI / Business Partnership
• Data Governance/Stewardship
• PMO / Technical Review Processes
WHOActivities / Deliverables:
• Organization structure design
• BI Supply Chain Definitions
• Roles and Responsibilities Definitions
• Talent Management
• Skills Optimization
• Recruiting
Hitachi Consulting
Getting Started
Inspiring Your Next Success!®
Hitachi Consulting
Readiness AssessmentWhat to evaluate before attempting “enterprise”
� Business Need / Business Case
» Is the need compelling? Or is it technology in search of a home?
» Does the corporate funding model cause silo'd solutions?
» Most individual projects do not produce enough benefit to justify “enterprise” solutions.
Inspiring Your Next Success!®Inspiring Your Next Success!®
� Executive Support and Sponsorship
» Do executives understand and acknowledge the pain points?
» Has the executive level been burned by past enterprise projects?
» What is their appetite for spending $$ and political capital?
» Does “enterprise” adversely impact executive incentives?
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
39
Hitachi Consulting
� Sentiment of the troops
» Are people energized to solve for the enterprise?
» Are they incented to do so?
� Presence of “Shadow IT”
» How many “shadow IT” teams & initiatives exist
Readiness Assessment Con’tWhat to evaluate before attempting “enterprise”
Inspiring Your Next Success!®Inspiring Your Next Success!®
» How many “shadow IT” teams & initiatives exist that need to be corralled?
� Technology Footprint
» Do multiple disparate systems, technologies and architectures exist that would need to be included?
» How stable and agile are these systems?
» Does an Enterprise Data Model exist?
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
40
Hitachi Consulting
Additional Tools
Don’t Boil the Ocean!
Don’t Boil the Ocean!
Know the Players!Know the Players!
Identify
Inspiring Your Next Success!®Inspiring Your Next Success!®
Determine Manageable Critical Mass
Identify
Assess
Work
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
41
Hitachi Consulting
Don’t Boil the OceanDetermining Manageable Critical Mass
Determining the right size for enterprise initiatives requires:
» Aligning to Major Themes, Initiatives and Strategies
» C-Level pain point
Deliver in Iterations- Success Cycle
» Little bit of Trust/Scope -> Initial Results -> More Trust and More Demand ->
Scope that is too small
The optimal scope
Enterprise
Scope
Enterprise
Inspiring Your Next Success!®Inspiring Your Next Success!®
> More Trust and More Demand -> Larger, more significant Results ->
» Etc.
Need to deliver in a timely manner to critical projects
Finding the “right” amount of scope somewhere between doing nothing and doing it all
Scope
The optimal scope has critical mass to ensure the realization of the strategy
Scope
Enterprise
However including everything is too aggressive & risky
Enterprise
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
42
Hitachi Consulting
Know the PlayersSuperdelegates
Do You know who this is?
Inspiring Your Next Success!®Inspiring Your Next Success!®
Who are your Superdelegates?
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
43
Hitachi Consulting
Know the PlayersAdvocate or Barrier
Once identified, each superdelegates’ support should be assessed
A simple method:
Advocate and Evangelist
• Good early adopters who can help sell the concepts and help build momentum
• Sometimes are too agreeable
• The most important group – “Diamond in the rough”
Inspiring Your Next Success!®Inspiring Your Next Success!®
Then each superdelegate must be “worked” and reassessed periodically
Healthy Skeptic • The most important group – “Diamond in the rough”• Will help identify the critical issues / problems / pitfalls• Usually the eyes and ears of key executives
Barrier• Give them a chance to become Healthy Skeptics• Then mitigate, contain and escalate• Don’t expect buy-in or even support from everyone
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
44
Hitachi Consulting
Getting Started
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright © 2000-2006 iSixSigma LLC – All Rights Reserved
Reproduced with Permission of iSixSigma.com
Hitachi Consulting
Diagnostic Framework
In order to diagnose how effectively the BI Delivery Engine is providing what’s necessary to support enterprise’s information needs, a holistic evaluation framework should be used. The framework is comprise of seven key component :
1. Strategy—are the high-level linchpins clearly described?
2. Process—are core processes effective and efficient?
3. Metrics—is the right mix of measures utilized?
4. Data—is the data required to support decision-making Architecture
WHATWHAT
WHOWHO
HOWHOW
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
46
4. Data—is the data required to support decision-making available?
5. Applications—does software enhance core processes?
6. Architecture—is the correct infrastructure in place?
7. People—are human and organizational capital appropriate?
Each of these components should be assessed from the standpoint of the overall business and the technology function. This approach helps bridge gaps that often undermine business initiatives that are heavily dependent on technology.
Architecture
Strategy
Metrics
Process
Data
Applications
People
A Framework for Assessing Strategic Readiness of an BICC
Hitachi Consulting
Diagnostic Framework – Key Concepts
Architecture
StrategyApplications
Strategy
� Alignment
� Roadmap
� Vision
People
� Accountability
� Business Alignment
� Communication
� Leadership
� Organization
� Roles & Responsibilities
� Skills
Architecture
� Functionality
� Integration
� Performance
� Reliability
� Security
� Systems Mgmt.
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
47
Process
Metrics
Data
People
Applications
� Accessibility
� Breadth
� Business Alignment
� Functionality
� Ownership
� Usability
�
Process
� Decision Rights
� Change Management
� Funding
� Methodology
� Policies & Procedures
� Prioritization
� Project Management
� Standards & Guidelines
Metrics
� Acceptance/Usage
� Actionable/Influence
� Appropriateness
� Balance
� Linkage
� Measurability
Data
� Consistency
� Footprint
� Granularity
� Integration
� Metadata
� Predictive Value
� Timeliness
� Visibility
� Skills
� Teamwork
Hitachi Consulting
BI Diagnostic Approach
ConsensusBuilding
Interview Final
Project Phases
Statement ofFuture VisionStatement ofFuture Vision
Gap-Closing RoadmapGap-Closing Roadmap
% of Time
100%
Current RealityAssessmentCurrent RealityAssessment
ProjectPlanningProjectPlanning
ProjectWrap-upProjectWrap-up
Architecture
StrategyApplications
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
48
Sponsor“Gate”
Sponsor“Gate”
Sponsor“Gate”
InformationGathering
Synthesis
InterviewScheduling,Logistics,
Etc.
FinalDeliverable Packaging/Presentation
Time
Time Spent
on KeyActivities
0%
Strategy
Process
Metrics
Data
Applications
People
Hitachi Consulting
In Summary
In order to achieve strategic and pervasivebusiness intelligence it is imperative that a Business Intelligence Competency Center is established.
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
49
Establishing a BICC requires:
C-Level Support
Strong BI Leaders
Understanding the relationship of the BICC to the EIM strategy
A Multi-phased Approach
Focusing on the What, Who and How
Delivering Value through BI Solutions
Hitachi Consulting
BIPM Best Practices
Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
50
Hitachi Consulting
Funding Concepts
▲ Maximize
strategic
tactical
resources consumed
▼ Squeeze
Funding Strategy Over Time
� EIM Initiatives
� BI Applications
� EDW
▬ Stabilize
Inspiring Your Next Success!®Inspiring Your Next Success!®
Investments in what matters most
� BI Applications
� EDW
� EIM Initiatives
baseline
resources consumed
time
▬ Stabilize
� EIM Ongoing Processes
� Platform Support
� Baseline Support
ExpenseTypes
Cost of Doing Business
� EIM Ongoing Processes
� Platform Support
� Baseline Support
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
51
Hitachi Consulting
Funding Approach 1Fund BI/DW/EIM as part of an overall Business and IT Funding Model
Corp. Budget$
CorporateStrategy
Cross Functional
Business Priorities
IT Budget$
IT PrioritiesIT
StrategyC
onstra
ins
Cascades
Influences
Inspiring Your Next Success!®Inspiring Your Next Success!®
BI Project 1$$$
BI Project 2$$
BI Project 3$$$$
EIM $
Platform Support $
Baseline Support $
BI/DW/EIM Budget$
BI/DW/EIM PrioritiesBI/DW/EIM Strategy
EDW $
Prioritization Counciland BI/DW/EIM Team Leadership
> Benefits
» Funding is rationalized with all other Business and IT expenditures
» IT and BI/DW/EIM Funding tied to cross-functional business priorities
» Most efficient funding method
» 1 pool of $ is easier to manage
> Challenges
» Requires Business, IT, BI/DW/EIM sponsors to be tightly coordinated
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
52
Hitachi Consulting
Funding Approach 2Business groups pool money to Fund BI/DW/EIM “On the Side”
BI/DW/EIM Budget$
BI/DW/EIM Priorities
Constra
ins
SalesMarketing Operations Finance HR
Prioritization Council
P, $ P, $ P, $ P, $ P, $
Inspiring Your Next Success!®Inspiring Your Next Success!®
BI Project 1$$$
BI Project 2$$
BI Project 3$$$$
EIM $
Platform Support $
Baseline Support $
$
EDW $
Prioritization Counciland BI/DW/EIM Team Leadership
> Benefits
» 1 pool of $ is easier to manage
» Funding tied to cross-functional business priorities
> Challenges
» Requires Business sponsors to be tightly coordinated
» BI/DW/EIM activities and funding are not necessarily aligned to other IT activities
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
53
Hitachi Consulting
Funding Approach 3Siloed funding by Business groups
Constra
ins
> Benefits
» Business sponsors view this as easier to understand / manage
» Still better than “shadow” BI
> Challenges
» Funding is not tied to cross-functional business priorities
» BI/DW/EIM Activities are not necessarily aligned between the
BI Project 1 BI Project 2 BI Project 3
P, $ P, $ P, $
Inspiring Your Next Success!®Inspiring Your Next Success!®
EIM $
Platform Support $
Baseline Support $
EDW $
necessarily aligned between the different funding silos
» EDW, EIM, and Support end up being funded through complicated allocation scheme or de-emphasized
» Business sponsors may try to dictate HOW and WHO
» BI/DW/EIM activities and funding are not necessarily aligned to other IT activities
» May encourage drift back to “shadow” BI
» Missing funding for support of previous projects that are now baselined
BI Project 1$$$
BI Project 2$$
BI Project 3$$$$
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
54
Hitachi Consulting
Funding Approach 4Hybrid – Siloed and Pooled Funding
Constra
ins
> Benefits
» “Overhead” activities (EIM and Support) funded once – reduces allocation complexity
» Still better than “shadow” BI
> Challenges
» Determining who should fund “overhead”
» EDW is funded through complicated BI Project 1 BI Project 2 BI Project 3
P, $ P, $ P, $$
Inspiring Your Next Success!®Inspiring Your Next Success!®
EIM $
Platform Support $
Baseline Support $
EDW $
» EDW is funded through complicated allocation scheme or de-emphasized
» BI Application Funding is not tied to cross-functional business priorities
» BI Activities are not necessarily aligned between the different funding silos
» Business sponsors may try to dictate HOW and WHO
» BI activities and funding are not necessarily aligned to other IT activities
» May encourage drift back to “shadow” BI
BI Project 1$$$
BI Project 2$$
BI Project 3$$$$
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
55
Hitachi Consulting
Symptoms of Data Governance and Quality Issues
• Data integrity issues are at the core of many business process concerns in organizations
• Most controls are manual and require significant labor to reconcile information
• Routine operating activities spawn many inconsistencies and errors
• End user lack of confidence in the quality of the data, resulting iterative checking and
• Numerous copies of similar data across the enterprise (e.g. “multiple versions of the truth”)
• Limited ability to understand the current state of the data quality, trends and business impact (in risk, labor and cost)
• Inconsistent data controls; mostly reactive when issues are found downstream
• Limited insight into whether data stores are the “source of record” or “source of errors”
• No clear line of sight of data ownership, data
Common Symptoms Business Impact
Inspiring Your Next Success!®Inspiring Your Next Success!®
56
of the data, resulting iterative checking and re-checking information for errors
• No clear line of sight of data ownership, data quality stewardship or accountability
• Lack of consistent, repeatable data integration
• Enterprise Data Quality and Data Governance structure, supporting data steward roles and responsibilities within process areas for data quality issue identification and remediation
• Enterprise Data Quality definitions, metrics and measurement to provide visibility into Data Quality across the organization
• End-to-end Data Quality processes and tools, including data profiling and cleansing / remediation
• Repeatable controls analysis, implementation strategy and architecture for use across the organization
Necessity for preventive Data Quality Controls and Data Governance
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
56
Hitachi Consulting
Data Governance Framework
Data Governance will improve quality, consistency, usability, security and availability of an organization’s data through the following components
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
57
Hitachi Consulting
Business Intelligence and Data Warehouse Vision
“Enterprise Visibility”
Develop and support One comprehensive approach to providing key information to company leaders and managers across the Enterprise
» Provide clear concise measurement on the performance of the organization
» Minimize duplication of effort
» Streamline data collection and reporting processes
» Drive a leveraged, cost effective solution
» Encompass automation & standardization of information, metrics, & reporting via role-based
Inspiring Your Next Success!®Inspiring Your Next Success!®
» Encompass automation & standardization of information, metrics, & reporting via role-based portals
� Give Leaders and managers the information they need to run the business via role based Dashboards
Rationale – A solid basis for understanding the performance of the organization is required to achieve company objectives.
» Visibility from the top of the organization to the operational/transactional level» Focus on growth, productivity, cost and quality» Improved decision making leads to improved bottom line
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
58
Hitachi Consulting
Deliver information through Role-based Dashboards
Single-Point of Access
Role-Based Dashboards
Inspiring Your Next Success!®Inspiring Your Next Success!®
Masked Data
� Common integrated data for reporting� One source of truth across roles� Leveraged infrastructure� Economies of Scale – reuse across roles
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
59
Hitachi Consulting
BI / DW Architecture
Consolidation
Data Governance & Information Management
Strategy Alignment Charter Organizational Structure Process Execution Stewardship and Accountability
• Source of Truth
• Domain Value Mapping
• Master Data Management
• Data Lineage
Integration
Customer Data
Pro
cess &
C
on
tro
l
Collection
Operational
• Authoritative Source
• Data Validation & Audit
• Quality Management Control
• Reference Code Mgmt
• Data metadata
• Source of Truth
• Domain Value Mapping
• Information Retention Policy
Enterprise
Delivery
• Privacy Right Controls
• Information Access Controls
• Reporting Hierarchies
• Enterprise Metric Definition
Reporting Po
rtal / In
form
atio
n V
iew
s
Inspiring Your Next Success!®Inspiring Your Next Success!®
Master Data Management
Customer Data Integration
OperationalData Stores
Master Data Management Tools
Data
Arc
hit
ectu
re
& A
pp
s
Operational
Transactions
External
ERP, Operational Apps
Data Profiling / Data Quality Tool
Authentication and Authorization
EAI, SOA
EnterpriseData Warehouse
ETL
Data Enrichment
Reporting
Analysis
Data Mining
Po
rtal / In
form
atio
n V
iew
s
InformationCatalog
ToolsMetadata
Unstructured Other Methods
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
60
Hitachi Consulting
Data Marts and EDW
Data Marts & Cubes
• Data from multiple Subject Areas
• Only has data or level of detail needed to support specific analytic requirements for the given user role
• Structured for simple, fast queries
HR AnalyticsExecutives Customer Analytics Product Analytics
Common Reference Data and Hierarchies
Operational Analytics
Inspiring Your Next Success!®Inspiring Your Next Success!®
Operations• Inventory• Supply Chain• Manufacturing• Distribution• Projects
Human Resources• Assignments• Resource Pools• Qualifications• Training• Salaries• Compensation• Recruiting• Performance
Sales / Marketing• Opportunities• Pipeline• Win/Loss• Forecast• Campaigns• Promotions• Sales Targets• Competitor Info• Market Info
Customer• Orders• Customer
Service
Financial• Revenues• Adjustments• Expenses• Budget/Forecast• Prices• Purchasing• Billing• Shipping
Enterprise Data Warehouse
• Data organized by Subject Areas
• Lots of detail
• Structured for Enterprise Wide Integration
Common Reference Data and Hierarchies
• Products/Services• Human Resources• Organizations
• Time• Locations• Channels
• Customers• Industries / Types• Geography / Regions
Internal Sources External Sources
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
61
Hitachi Consulting
Data Integration in the Data Warehouse
EnterpriseData Warehouse
ETL
The primary goal of a data warehouse is to provide a consistent, clean integrated data store. This is achieved through several design and development techniques:
1. Integrated Data Model
Source Systems
SourceSystem
eee
fff
ggg
3. Data Value / Format Translations
ETL
1) Mask“AA-A”
2) IF Null
EE-E
FF-F
Inspiring Your Next Success!®Inspiring Your Next Success!®
Mapping Table
Source System
aaa
bbb
ccc
ETL
2. Data Value MappingETL
XX
YY
ZZ
ggg
<>
2) IF Null “ZZ-Z”
FF-F
GG-G
ZZ-Z
Source System 1
ID-1 John Smith Chicago
4. Specialized Cleansing / Merging
ETL
Source System 2
ID-A Jon Smyth Chicago
IDA1 John Smith Chicago
CleansingMatchingMerging
aaa XX
bbb YY
ccc ZZ
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
62
Hitachi Consulting
Data Augmentation
In successful data warehouses, some of the highest impact data often comes from outside the organization.
EnterpriseData Warehouse
End CustomerSupplier
SupplierPricing and Inventory
DemographicInfo
CreditInfo
Other Activity
• Publicly available – often industry specific. Examples:
• US DOT has data for airlines
• ERCOT has data for Utilities in Texas
• Data Brokers. Examples:
• HarteHanks
• D&B
• Equifax
• Experian
• Acxiom
• InfoUSA
• LexisNexis
• ChoicePoint
• Trade Dimensions
Inspiring Your Next Success!®Inspiring Your Next Success!®
Competitor
CompetitorFinancials
CompetitorActivity
Distributor
Retailer
Sell Thru Data
Sell Thru DataRetailer
InventoryOrders &Forecast
• InfoUSA
• Peopleclick
• Suppliers or Customers. Example:
• WalMart RetailLink
• In some cases, you will need to do the integration, in others this may be handled by the data provider
• Integration challenges
• data formats
• key structures
• timing
• accessibility
• Trade Dimensions
• Spectra
• A.C. Nielsen
• IRI
• Reuters
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
63
Hitachi Consulting
Enterprise Data Model
Enterprise Data Model
5. Define the Logical Model
� subject areas and entities
� keys - unique business keys
� relationships and hierarchies
� data usage, granularity, historical duration
� attribute definitions and domains
2. Data requirements
� metrics and calculations
� primary data entities and relationships
� dimensions to view the data “by”
� amount of history
� need for storing changed versions of data rows
� level of granularity needed
1. Business Functional Requirements:
� reporting and analysis requirements
� historical data lookup or research needs
� marketing automation needs
� data mining needs
Inspiring Your Next Success!®Inspiring Your Next Success!®
4. Source data analysis
� using a Data Profiling tool, determine the actual data contents and relationships in the sources
� define change data capture the approach
� understand slowly changing dimensions
3. Non-Functional Requirements
� system availability and uptime requirements
� backup and recovery requirements
� accuracy / reconciliation requirements
� data refresh requirements
� security requirements
� performance requirements
� level of granularity needed
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
64
Hitachi Consulting
Master Data
Data Marts and OLAPEnterpriseDataWarehouse
SourceSystems
ETL ETL
Benefits- Better decisions – enterprise-wide- Less information disagreements- Improves flexibility to business changes
- Less effort to develop and maintain over time
Principles- Master and reference data is needed throughout- Needs to be managed in a common / consistent way- Is often the cause of disagreements over “the numbers”- Includes hierarchies which are critical for analysis- Achieved through custom development and / or vendor provided tools
Scorecard
OLAP Analysis
Query
Inspiring Your Next Success!®Inspiring Your Next Success!®
ETL ETL
Master DataManagementApplication
Master / ReferenceData Store
• View• Enter• Update• Approve
• Push to sources• Merge or pull
from “source of record”
• Push to EDW, Marts and OLAP Cubes
Data Mining
Reporting
Dashboard
Query
Data Stewards
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
65
Hitachi Consulting
Master Data
Typical Master Data Subject Areas include
» “People”
• Customers
• Suppliers
• Partners
• Employees and Organization Structures
Inspiring Your Next Success!®Inspiring Your Next Success!®
» “Places”
• Locations
• Geographies
• Territories
» “Things”
• Products
• Services
• Financial Chart of Accounts
• Other Operational Entities
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
66
Hitachi Consulting
Data Quality
Data Cleansing
» Using special purpose cleansing tools and ETL to translate “bad” data values to “good” data values
Data Profiling
» As part of a source data analysis activity, “profile” the data to make sure you really understand the actual data Content and
Inspiring Your Next Success!®Inspiring Your Next Success!®
sure you really understand the actual data Content and Relationships in addition to it’s structure
Data Quality “Firewall” and Monitoring
» Implement processes to prevent “bad” data from being used for reporting, or if you use it mark it as being of lesser quality
» Create reports to shine a spotlight the lesser quality data and monitor the quality over time
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
67
Hitachi Consulting
Data Profiling
• Data analysis will be done at some point in the project whether planned or unplanned.
• The goal is to discover issues early in the project lifecycle to facilitate an appropriate and cost efficient remedy.
� issues found late are more costly because re-designing, re-coding, re-testing is harder than designing correctly upfront
� finding issues early also
define design build test deploy
unplanned / reactive
increasing number of discovered data issues
more
lessdata
issues
Inspiring Your Next Success!®Inspiring Your Next Success!®
� finding issues early also increases user confidence and trust in the solution
• Data analysis using a Data Profiling tool should be conducted in the project definition (analysis-requirements) phase and conducted by the source system analyst role
• Source analysts roles could be staffed with ETL developers or data modelers
planned / proactive
Project Lifecycle
define design build test deploy
more
lessdata
issues
decreasing number of discovered data issues
Project Lifecycle
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
68
Hitachi Consulting
Data Profiling Roles / ResponsibilitiesTo efficiently and effectively use a Data Profiling tool in projects, activities and deliverables must be defined for each phase of the Project LifecycleDefine and Design phases are treated as one phase since the data profiling activities and deliverables are the same.
A Data Profiling tool would not typically be used during the Deploy phase since all project activities identified should actually be completed prior to deploying the application.
Data profiling primarily addresses tools and processes for data discovery however it can be used for data verification such as audits, reconciliation and adherence to specifications and requirements.
Data profiling should be optional for data verification due to the inefficiencies it introduces in that scenario. For example in a scheduled ETL job, data quality checks are a better
Inspiring Your Next Success!®Inspiring Your Next Success!®
Define/Design Build Test Deploy
Up & Running
Data Profiling Analyst
Data Loading ���� ���� ���� ���� ����
Technical Source Analysis ���� ���� ���� ���� ����
Business Analysis ���� ���� ���� ���� ����
Business User ���� ���� ���� ���� ����
in that scenario. For example in a scheduled ETL job, data quality checks are a better method to identify issues and then to notify support.
Summary of Project Roles and Responsibilities by Phase
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
69
Hitachi Consulting
Data Security
Data Marts and OLAPEnterpriseDataWarehouse
SourceSystems
Recommendations- Adopt a central authentication approach to manage IDs and PWs - using standard tools on the market
- Adopt a central authorization approach that pairs groups of users to groups of BI / DW objects (tables, reports, cubes etc.) – using a custom solution
- Enact stewardship processes and responsibilities to ensure business accountability for data security
Issues- All tools used have their own security management capabilities
- Needs to be managed in a common / consistent way
- Very hard to know who has access to what information
- Increases risks of information getting into the wrong hands
- Time consuming / error prone / manual process
Scorecard
OLAP Analysis
Inspiring Your Next Success!®Inspiring Your Next Success!®
AuthenticationApplication
ETL
AuthenticationInfo
AuthorizationApplication
BI / DWAuthorization Info
• View• Enter• Update• Approve
Data Mining
Reporting
Dashboard
Scorecard
• Send GRANT statements to Relational databases
• Send other Access Control statements to other BI tools
ETL
Admin User Input
Query
Data Stewards
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
70
Hitachi Consulting
Business Intelligence Competency Centers DAMA - MN
November 19, 2008
Inspiring Your Next Success!®
Presenters:
Mark Albers, Director, Hitachi Consulting
Scott Farris, Vice President, Hitachi Consulting
Hitachi Consulting
Appendix
BICC Change Leadership Case Studies
Inspiring Your Next Success!®
Hitachi Consulting
BICC Case Study 1
Client is a leading U.S. based airline who has consistently delivered profitable results through difficult periods in the transportation market
Business Challenge
• Business Leaders felt the information delivery productivity and efficiency was not where it should be
• The IT organization was experiencing execution issues in their ability to deliver meaningful and valuable BI results to their business customers
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
73
Solution
• Hitachi conducted a Business Intelligence Diagnostic and quickly identified the root causes of the delivery issues. Namely:
• Siloed Organization structure• Poor Partnership with the Business• Inadequate Governance and Prioritization of activities• Unclear, Inconsistent, Inadequate Technology and Data
Architectures• Unclear, Inconsistent or non-existent Methodologies
• Hitachi utilized its Diagnostic Framework in order to gain a complete view of the client’s current capabilities and develop a vision for the future
• The end product was a roadmap and strategy for addressing these issues in a holistic, multi-phase strategy
Business Benefits
• Through joint execution on the delivered roadmap (combined internal & Hitachi Consulting team), the client was able to:
• Centralized and restructured the BI organization in IT• Reset the strategic direction for BIPM across organization• Dramatically improved internal customer satisfaction for
BI/information delivery• Shape and drive innovation in the management,
governance, prioritization processes and delivery methodologies
• Shape and drive innovation in the Data and Technology architectures
• Demonstrate improved efficiency, effectiveness and ROI across EDW / BI investments
Hitachi Consulting
BICC Case Study 2
Client is a leading global IT Professional Services provider based in the U.S. who is currently working to transform their business operations to be able to deliver more efficiently and effectively.
Business Challenge
• Business Leaders, driving a multi-year transformation of how services are delivered to customers, need better information to support strategic decision making
• The IT organization, who recognized they were not positioned well to deliver enterprise BI solutions to these business customers, sought to create a centralized BI organization
Inspiring Your Next Success!®Inspiring Your Next Success!®
Copyright 2007 Hitachi Consulting All Rights Reserved, Proprietary and Confidential, For Discussion Purposes Only
74
Solution
• Hitachi Consulting conducted a Business Intelligence Roadmap engagement, utilizing its Diagnostic Framework, to develop the strategy for this new BI team and recommend the steps needed to achieve this vision
• Recommendations related to:• Organization structure and Methodology• Technology and Architecture• Governance processes• Application and Data Subject Area implementation plans
• Hitachi Consulting is now currently engaged by this client and is leading the execution of the plans provided in the roadmap
Business Benefits
• Through joint execution with Hitachi Consulting and client personnel the client has made significant progress in their journey to a world-class enterprise BI capability:
• Established centralized IT team focused exclusively on BI and EDW implementation and support
• Delivered multiple releases of the EDW and strategic BI applications using the new “way” of doing things
• Significantly improved internal customer satisfaction for BI/information delivery
• In the areas where BI solutions have been implemented, significant business benefits are being realized due to the improved decisions now possible
• “Shadow” BI spend is being reduced• Demand is increasing for more BI applications to be
provided using this new “way”