embedded da vs consultative da: audience workshop
TRANSCRIPT
Focus of SoftwareConsultative Embedded
“Knobs for nerds”
Powerful, flexible tools for analysts, address any
situation
“Get my work done”
Support multiple roles with simple interfaces that focus on what I
care aboutExamples
Dow Agro, Eli Lilly, Chevron
How DA is RepresentedConsultative Embedded
Tell them what you are going to do. Train
before start.
Focus on problem and deliver results, creating self-motivated interest
ExamplesEli Lilly
• Knowledge —> broader vs specific training • Culture Change • Example - Embed DA Expert at Siemans H.S. • Consultative Model is used in certain circumstances —>
Embedded DA at other times
Transparency of Information
Consultative EmbeddedAnalyst passes relevant
(possibly secret) information to decision makers
Create standard work processes that drive
transparency and deal with the conflict
ExamplesEli Lilly
Issue: Information gets prettied up
Mid-Level Decisions
Consultative Embedded
Never see decisions or try to train everyone. Opportunity lost.
Provide fit for purpose tools that make relevant
information available to people as they make routine
decisions ExamplesChevron
Short Fuse Decisions Asset Integrity
Six Elements of Decision Quality: What do we want?
Consultative Embedded
Discovery interviews with decision-makers
Policy statements, mission statements, clarity of objectives
Six Elements of Decision Quality: What are our alternatives?
Consultative Embedded
Framing =>Strategy Table Teach/Train teams => Standard Frame Templates
Six Elements of Decision Quality: WHAT DO WE KNOW?
Consultative Embedded
Framing & SMEs Databases, policy capturing (debiasing)
Six Elements of Decision Quality: How do we decide?
Consultative Embedded
Model alternatives (supplement DM judgment)
Achieve clarity quickly with simple standard models
Business Process
Consultative Embedded
Issue: Do we embed tools or people people into processes?
Continuum• Skills • People • Processes • Tools • Domain Knowledge • Problem Complexity • Problem Frequency
ExampleEmpowered reservoir engineer —> improved normative
decision-making
Decision ProcessConsultative Embedded
Required for projects requiring a discovery process
Needs a frame upfront
Iterative process over a short time frame
Not necessarily reusable frame
More time-intensive
Suitable for Repeatable Projects
Lends itself to standard templates
Process is well-established
Decision criteria clear/ well-established
Transparency of Information
Consultative EmbeddedDedicated team of analysts
Work on the projects one at a time
Individual projects are time bound
Gives an ‘answer’ at the end of each project (yes or no)
Training
Simple, robust templates & tools
Accept continuous improvement
even when ‘answer’ is not obtained
Issue: 1. Non-routine maintenance in O&G production facilities 2. R&D of Technology Portfolio
Broader use of Decision Framework
Consultative EmbeddedBring in a consultant, professional facilitator
knowledgable in techniques
Framing template - easy to follow for asset teams
- generic between projects
Make it easier to push framing into the organization
ExampleShell Person! Framing Templates, VoI Templates, OF’s OTrio
Framing
Issue: Critical, Stuck, Not a typical problem, Mid-sized decisions
Consultative Embedded
Outside firm, one-off focus on tools
Have a system that shows: • Assemble these kinds of
people • Ask these types of
questions • Test these items • Community of Interest • “Sophisticate” LUI of DA
ability
Issue: Decision for production planning
Consultative Embedded
Very centrally owned and not well understood
• Commonality of term definitions (i.e. high vs low)
• Transparency to understand key drivers
• Less about rolling optimization
• Automating forecasting process
• Lookbacks and learning loops for future decision
Issue: Protect DA from Change Management
Consultative Embedded• Create/coin names for tools &
processes • Our org performs due diligence on
every decision because we won’t let ourselves use a simple bang for the buck chart
• How to protect DA processes from change in exec champions? To embed org, needs to make it their own - decision fitness. Consultative has their own names for everything.
• We don’t make decisions as a portfolio stream. We make many little decisions separate from each other. Could we reference an ongoing bang for the buck chart?
• Templates useful when orgs are initially learning new processes, but risky if using unclear terminology (excellent vs very good not defined) and not ensuring alignment
Sustainable —> Portable Customize, Transparency Use/Impact?
Consultative Embedded• Manage sponsor pushing • DA pulling • Discretionary
• Management Sponsor pulling
• DA pushing • Mandatory