QlikView in the Enterprise

Business Driven and agile BI with IT control and governance

Customer Case

Bas van Reeuwijk

Partner Enablement Manager BEERMEA

Athens, 2nd June 2014

Agenda

• Value for Customer

• QlikView in the Enterprise

– Setting the foundation

– Roles & Responsibilities

– Change Process

– The Next Question Scenario

Objective: Overview of customer implementation (Cognos replacement) on top of SAP, and understanding of

how QlikView can be implemented in large organizations from a governance perspective, in order to achieve

true business-driven BI.

Value for Customer

Customer Case

• Before 2009, Cognos as BI within Commercial area

SAP BW

Trasactional data

SQL dbMarket data

Cognos Cubes

Customer Case

• Reality

SAP BW

Trasactional data

SQL dbMarket data

Cognos Cubes

Issues

• Not reaching all users (usability)

• Need to upgrade

• Not enough added value

• Used as an excel-download engine

• Maintenance cost

• Complex environment (depending on consultants)

Problem with long leadtimes

”Next Question??”

Contact IT

Months

”Next Question”

SolutionBusiness Requirement

IT Department

Contact IT

Traditional BI – reality in many cases

Customer Case

SAP BWTransactional data

SQLMarket Data

~ 1000 users globally

• Move from Cognos to QlikView in 2009

• Complement to SAP BW for internal data

• Sales, Marketing and Finance

• Server & Publisher

• ~ 1000 users globally – user pull

• ~ 10-15 unique official/Global apps

• SAP BW, SQL db, csv, excel

• 4 months from start to fully deployed

• No offline allowed. Access aligned with BW

• Dashboards, discovery, ad-hoc analysis

• 1 app ~ ”unlimited” amount of reports

Customer Case

• Move from Cognos to QlikView in 2009 / 2010

• Cautious approach - stepwise

CognosCognos

QlikViewQlikViewQlikView Impl. project

Go Live

TimeDec 2009

Aug 2009

April 2010

Close

Customer Value

• Time savings on business side due to speed (performance) and ease of use

• User acceptance – happy, engaged, active users. Investment utilized.

• Cost efficiency / TCO Cost efficient training TTV, rapid implementation Resource efficient development & business prototyping (speed & agility) IT requests reduced

• Fulfillment of business needs, when needed...... ...Better insights, Better decisions

Business Driven BIIntuitiveness & User acceptance Data-model / Scripting & In-Memory

User quotes”Amazing - now we can focus on what

really makes a difference, i.e. analyse and provide insights for better decision making”

Business analyst, Brazil

”Before when preparing for monthly management meeting it was almost

a week of data collection. Now I was done in 30 minutes!”

Marketing Director, Russia ”Thanks so much best IT ”Thanks so much – best IT solution ever delivered in this

company. I do not need to work weekends anymore”Marketing Manager, Arabia

”This is great – everything we need at our fingertips and it is easy to use!”

Sales

”I can’t believe we get this instant response when performing analysis

with this huge data volume”IT representative

”The way you can combine data, easily create meanigful charts and tables and also interact with it is really unmatched. One of the most important tools for managing my business.”

VP Commercial, Japan

Deploy

Traditional Implementation

AnalysePrepare Design Build Deploy

Months

QlikView approach

Design & Test

Build

Prepare & Analyse

Test

Why?

When?

What?

Who?

QlikView – agile business discovery

Technologhy Development efficiency

UI creation – fast, fun, easyBusiness involvement

Intuitive discovery & analysisIn-Memory – amazing performance

Scalable

Governance in the Enterprise

The Enterprise challenge

Risk without governance

Application 2Developed by partner Y

It is tempting to just run and get quick results........ and business will still be happy

No framework: Many unique solutions and there are no common standards. No or little IT involvement.

Application 3Developed by partner Z

Sales

Supply Chain

Finance

Application 5Developed by partner X

Application 4Developed in house

Application 1Developed in house

Marketing

Time

Application 6Developed by partner W

Risk if platform does not support agility

New Need

Contact IT

Months

New Need

SolutionBusiness Requirement

IT Department

Contact IT

Request overloadReports, reports, reports....Complex environment Stuck in process approachLeads to long leadtimes

The right approach

QlikView Deployment Framework

Application 1Developed with Partner X

Application 2Developed in House / Partner X

Mark

eti

ng

Sa

les

Su

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ly C

hain

Fin

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Application 3Developed in House / Partner X

Application 4Developed in House / Partner X

CustomerAdapted

Framework

Time

Framework around:

Consulting Services

Framework around:• Roles & Responsibilities• Change process• Folders & File structure• Reusability / Repository

(e.g. variables & expressions)

• User Access setup• Load procedures• Developer Guidelines• UI Guidelines

Consulting Services - BICC

Role overview

Business User• ”Consuming” apps• Basic usage

Advanced User• Advanced functionality• Modifying / creating charts• Collaboration• Raise requirements

Application Owner (business BI)• Deep functionality knowledge• Layout / UI design• Education• Gather / understand requirement• Drive GAP’s / projects• Approval deployment & access

Platform Owner• Deep product and platform understanding (business persp.)

• Access policy• Overview of requiremements• Advisor• UI and deployment Guidelines• General Education• Monitoring (Business-persp.)

BI Steering Group• Budget ownership and mandate• Priority / Decision Gaps / Projects• Escalation path• Regular meetings

BI / QV Competence Center (BICC)• Highly skilled in QV development• Highly skilled in QV deployment / QMC• Developer Guidelines• Business and IT collaboration• IT Support & Maintenance• Process Optimization• Monitoring (IT-persp.)

Role overviewsmaller scale, e.g. 50 ~ 100 users

Business User• ”Consuming” apps• Basic usage

Advanced User• Advanced functionality• Modifying / creating charts• Collaboration• Raise requirements

QlikView Platform & IT• Product and platform understanding • Access & Security• Overview of requiremements• UI, dev. & deploym. Guidelines• Education• Development• Business & IT Collaboration

Standard process and roles

Needs / Prio

Prio / Decision

Governance, Development,

Support

Deployment

Needs

Users / Consumers Appl. / Area Owner

Platform Owner

BI Steering Group

IT – Maint. / Dev. / Support

Applications

Adv. user / ”local” champion

Three building blocks

Self-Service Fast Track Traditional Track

So.... utilizing the self-service & collaboration capabilities...Approx 30-40 % of business requirements

Self-Service• Standard functionality – all users• ”MySheet” – Adv Users & App owners• Collaboration / sharing

Typically user specific views to existing data in existing apps, i.e. new tables or graphs for specific purposes.

Lead time: minutes/hours

Your own space (empty sheet) where you can:

• Copy in and modify existing objects (charts / tables)

• Create new own objects

• Share objects with colleagues

• Access to the full data model

“MySheet” concept

and... process with built in agility (new needs)Approx 40 % of business requirements

Fast track• Changes < 8 hours support from IT• Business & IT collaboration• Business prototyping

Typically existing apps/reports: Layout changes, new graphs, ”simple” script changes

Lead time: hours / days

...still with strong governanceApprox 20 % of business requirements

Traditional track• Changes > 8 hours IT-work• Requires funding (gaps & projects)• Still close Business & IT collaboration• Documentation & testing• Business prototyping

Typically: New application/report, new complex KPI, advanced script / data model changes

Lead time: weeks

Comments around the fast track concept

Fast track possible thanks to:• ”App”-model – business prototyping

• ”All Data” (fields/dimensions) available in App

• Ease of use both for business users and developers

• Advanced functionality in a useable way

• QlikView data-modeling & scripting capabilities

Drives• Cost-efficient development

• Business driven development -> the right things gets developed

• Fulfillment of needs when business need it

This is a key differentiator with the QlikView platform in relation to e.g. stack vendors. Stack Vendors can simply not offerthis agile response to business needs. Only document and spend administration time when and where needed...

Business-driven BI

Ad-hoc & agilityQuick response to business requirements

Solid governance when & where needed

Fast TrackSelf-Service Traditional Process

Setting the right foundation

Setting the foundation – contol and governance, still with agility and flexibility, i.e. maintaining the business value of QlikView

Flexibility at the edges, dicipline at the core

...avoid performance issues

MySheet only to ”certified” users

Monitoring

Overlooking the environmentfrom business perspective

The “Next Question”

Illustration of the ”Next Question” Scenario

”Next Question??”

Contact IT

Months

”Next Question”

SolutionBusiness Requirement

IT Department

Contact IT

Traditional BI – reality in many cases

Illustration of the ”Next Question” Scenario

Days / Weeks....

Next Question....and next....and next....and next.....

Next Question....and next....and next.....and next....and next.....

.............

QV Apps

Competence

Overlap is key to success

Business knowledge / understanding

IT / Tool knowledge / understanding

Thank You!