from feelings and perceptions to data driven decisions

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From Feelings & Perceptions to Data Driven Decisions: Data, Tools, People and Processes ASUG New York June 15, 2016 Pat Saporito, Sr. Dir., GCOE for Analytics, SAP

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From Feelings & Perceptions to Data Driven Decisions: Data, Tools, People and Processes

ASUG New York – June 15, 2016

Pat Saporito, Sr. Dir., GCOE for Analytics, SAP

© 2016 SAP AG. All rights reserved. 2

Agenda

Intuition vs. Experiential Decisioning

Analytics Trends & Challenges

Data Driven Capabilities

Key Take Aways

© 2016 SAP AG. All rights reserved. 3

Are you data driven or HIPPO driven?

© 2016 SAP AG. All rights reserved. 4

Data Driven Culture Test

5 Key Questions

1. Is your organization open to new ideas that challenge current practice?

2. Does your organization view data as a core asset?

3. Is your leadership driving the organization to become more data-driven and

analytical?

4. Is your organization using analytical insights to guide strategy?

5. Is your leadership willing to let analytics help change the way you do

business?

© 2016 SAP AG. All rights reserved. 5

Intuition vs. Experiential Decisioning

Source: MITSloan Management Review: Beyond the Hype, 2016

© 2016 SAP AG. All rights reserved. 6

A shift from using intuition to make

decisions, to using data to drive

greater growth, increased productivity,

and sustained competitive advantages

through innovation

…resulting in

Data analysis techniques

Visualization methods

Big data technologies

Data Driven Decisioning supports growth and efficiency

the use of …

© 2016 SAP AG. All rights reserved. 7

Lots of data, but too few opportunities to capitalize on it

Make data accessible, get it into the

right hands with a data democracy!

Inaccessible data

and technologyInsights remain hidden

Complexity, cost, confusionSilos of approaches and

analytics technologies

Slow decision making lacking

future view

Rear view mirror

BI mentality

*“2014 Analytics Market Survey,” Nucleus Research

of analytics

customers are

increasing their

budgets – none

are decreasing

them*

75%

© 2016 SAP AG. All rights reserved. 8

Business Requirements are Changing…

IT’s role is changing too!

Source: Forrester whitepaper

© 2016 SAP AG. All rights reserved. 9

Provides professional authoring where there is significant complexity.

Addresses standardized formats, sophisticated design, complex data mash-ups, or high levels of governance.

Separates creation environment from the consumption environment.

Enables self-service

Business user, analyst, or executive can answer their own questions.

Mobile or web based self service.

Combines creation and consumption environment into a single seamless experience.

Enterprise Analytics Agile BI

Agile BIEnterprise Analytics

Self-Service Enabled

Enterprise Analytics & Agile BI

Standardize, Simplify, Eliminate

Common Data

Platform

© 2016 SAP AG. All rights reserved. 10

What do we mean by self-service?

• End users designing and deploying their own reports and analyses within an

approved and supported architecture and tools portfolio.

How does it fit within your larger BI strategy?

Self-Service

© 2016 SAP AG. All rights reserved. 11

BI/Analytics Strategy FrameworkBuilding Blocks of a Rock Solid Strategy

ObjectivesBusiness

Needs

Business

BenefitTechnology Organization

Background and

Purpose

Current State and

History

Objectives and

Scope

Summary of Needs

Envisioned To-Be

State

Priorities and

Alignment

Value Proposition

Expected Benefits

– Future State KPI

Business Case

Information

Categories

Architecture and

Standards

Tools &

Applications

Governance

Structure

Program

Management

Roadmap and

Milestones

Measurement

Education/ Training

Support

Self Service should be part of your overall strategy

© 2016 SAP AG. All rights reserved. 12

Self-Service BI Strategy Workshop

Time Title Length Topics Covered Presenter

8:00 Welcome & Intro 15 min. Introductions, Objectives SAP Executive

8:15 – 9:00 Self-Service BI

Overview

45 min. Self Service Vision/Leading Practices Self Service within an Enterprise Context Self Service Challenges Self Service Strategy Framework

CoE

9:00 – 9:30 Self Service Users,

Use Cases, Tools

30 min Common Use Cases, and Identifying Your Use Cases Tool Selection

Pre-Sales/Sol.

Mgmt.

9:30 – 9:45 15 min Break

9:45 – 10:45 Hands-on: What’s

Out There?

60 min. Highlight supporting functionality of BI Suite Hands-on with Lumira

COE &

Consulting/Partner

10:45 – 11:30 Driving Success 30 min Driving Information Culture and Adoption Measuring Success Partner/SAP Strategic Analytic Services

Consulting/Partner

11:30 – 11:45 Summary & Next

Steps

15 min. Summary Next Steps

SAP Executive

© 2016 SAP AG. All rights reserved. 13

Rx for Analytics Success: Strategy + Center of Excellence (COE)

Understand Business Pains

Identify technology gaps

Focus on change management and adoption

Strategy creates an information driven culture:

COE provides a sustainable framework to execute the strategy and

maintain it.

© 2016 SAP AG. All rights reserved. 14

Data Challenges

Challenges

• Data is everywhere

• Multiple data types

• Data integration

• Analytics tools

• Analytics skills

• Resistance to change

Impact

• Data silos

• Data credibility

• Data access

• Lack of data use

• GIGO – “Junk” analytics

• Gut based decisions

© 2016 SAP AG. All rights reserved. 15

Strategies for Data Driven Success

Strategy % of

Respondents

Top-down guidance and/or executive mandates 49%

Promoting data-sharing activities 48

Increasing training in data and analytics skills 40

Communicating data-driven decision making benefits 40

Increasing data analyst resources 17

Source: Economist Intelligence Unit. “Fostering a Data Driven Culture.” 2013

© 2016 SAP AG. All rights reserved. 16

Key Data Driven Capabilities

CultureData & Analytics

LeadershipDecision Making

People Data Organization

Collaborative

Inclusive

Open

Inquisitive

Chief Analytics/Data

Officer

Executive sponsorship

Communicating value

Fact based

Not HIPPO driven

Skills & Training

Incentives & Recognition

Communities of Interest

Data Strategy

Accessible &

Understandable

Trusted

BI/Analytics Strategy

BI/Analytics COE

Governance

© 2016 SAP AG. All rights reserved. 17

Culture & Change Management

Lead from the top, but engage all levels

Build analytics into every strategic initiative

Understand your culture and potential barriers

Incent and recognize desired behavior

Provide constant, consistent communication

© 2016 SAP AG. All rights reserved. 18

Self-Service Success Factors

• Know your users, required functionality & data needs.

• Identify special requirements beyond standard content.

• Choose BI tools that serve multiple use cases.

• Use BI rationalization to simplify end user ease of use

and administrative effort

• Use BI on BI to measure and manage success

© 2016 SAP AG. All rights reserved. 19

BI on BI example

Report View by Usage Date and Folder

Sample BI on BI Assessment Using Sherlock for SAP BusinessObjects from EV Technologies

© 2016 SAP AG. All rights reserved. 20

BI on BI

Report View by Usage Date and Folder

Sample BI on BI Assessment Using Sherlock for SAP BusinessObjects from EV Technologies

© 2016 SAP AG. All rights reserved. 21

Self Service Data Strategy

With increased data visibility, you need a solid

data strategy

• Which data sets will be promoted to enterprise

sources?

• Where does cleaning and transforming take

place?

• Where do calculations take place?

• Is there a feedback process in place for dealing

with found errors and inconsistencies in the data?

• How will you move the data to avoid creating

loads of data silos?

• Are your user permissions for sensitive or out-of-

area data set appropriately?

• How will data get promoted to enterprise sources?

• How will you share common reference data and

enrichment sources?

• How will you manage third party data sets, like

Dun and Bradstreet numbers or demographic

data?

Source: Forrester whitepaper

© 2016 SAP AG. All rights reserved. 22

Communication is Key

Build and Nurture a Community

Face-to-face meetings

• Bring people together across silos: IT, Analysts, Business Leaders, Execs

• Presentations of successes best practices

• Invite external speakers

Virtual communities

• Leverage internal social tools for people to share information

• Community-driven BI content

Community self-policing

• Act as BICC eyes and ears to discover projects,

opportunities

• Social mechanisms to ensure the “right behaviors”

Provide support at all levels

• Not just executives — middle and users

© 2016 SAP AG. All rights reserved. 23

IT “Agency Services” for business users

• Innovation Services: helping find solutions to business problems

rather than being responsible for a technology infrastructure,

including running innovation workshops.

• Training: offering training on tools, data, and best-practice

techniques.

• Data Bureau: providing a one-stop shop for data, internal or

external, structured or unstructured. Work closely with the

information governance team.

• Tools Bureau: recommending which technologies to use.

• Sandbox Environments: providing sandbox environments that let businesses create their own large-

scale data stores, using a centralized infrastructure.

• Marketing and Community Building: communicating BI success and encouraging active participation

in the BI community.

• Support for BI Collaboration: Driving collaboration tools around proposing new opportunities and

iteratively getting to the right solution.

© 2016 SAP AG. All rights reserved. 24

Key Takeaways for Data Driven Decisioning Success

Define and prioritize your business needs

Assess your data and analytic strategy

Assess your user skills and tools

Establish a BI /Analytics competency center

Create an analytic sandbox to address emerging needs

Establish communities of interest

Address culture and change management effort needed

Communicate – Communicate – Communicate!

Thank you!Pat Saporito

Sr. Dir., Global COE for Analytics, SAP

[email protected]

@patsaporito

www.patsaporito.com

© 2016 SAP AG. All rights reserved. 26

Additional Tips

• Run a holistic BI/Analytics strategy workshop: www.sap.com/bistrategy

• Establish your data strategy with an Information Governance Assessment

workshop. Start by using the online assessment tool. (IT-Project Managers,

Directors, LOB Leads).

• For super-fast deployment, try out Cloud for Analytics! (Designers and Analysts)

• Get ready for the newest innovations by upgrading to BI 4.2. Schedule a BI

Upgrade Technical workshop (IT-Project Managers, System

Administrators/Architects).

• Dive deeper with Lumira and Design Studio Technical 2-3 day workshop (BI

Administrators, Designers, and Analysts).

• Play with the sample datasets that ship with Lumira Desktop

• Check out tutorial videos on YouTube and SCN

© 2016 SAP AG. All rights reserved. 27

Where to Find More Information

Lumira Main Site with Tutorials: http://saplumira.com

Lumira Official Product Tutorials: http://scn.sap.com/docs/DOC-26507

Lumira Extensions: http://www.sap.com/bi-partner-extensions

Lumira Blog: http://scn.sap.com/community/lumira/blog

Lumira on SCN: http://scn.sap.com/community/lumira

Lumira Enablement: http://scn.sap.com/docs/DOC-55921

Lumira Webinars: http://scn.sap.com/docs/DOC-52806

Lumira Roadmap http://service.sap.com/roadmaps * (then Analytics SAP Lumira)

* Requires login credentials to the SAP Service Marketplace