selecting bi tool - proof of concept - Андрій Музичук
DESCRIPTION
A large number of tools and techniques have been developed over the years to support managerial decision making. Thus process of selecting appropriate BI tool turns to be an issue. Implementing and deploying a BI initiative can be lengthy, expensive and failure pron. The Proof of concept method can be used by stakeholders to avoid unnecessary losses.In the presentation, the description of Proof of Concept method is provided based on the example of selecting among Microsoft stack, MicroStrategy and Business Object Bi tools. The example includes above mentioned technologies overview, reports modeling process, reports development process, report integration in SharePoint, performance testing as well as the decision making model and summary for final tools selection.TRANSCRIPT
Selecting BI Tools: Proof Of Concept
presenter:
Andriy Muzychuk
Product manager at Malkos, PhD.
Agenda•Introduction
•Business Intelligence (BI) overview
Definition, history, BI today
BI components
•Business Performance Management (BPM)
and BI
•BI solution phases
•Proof of Concept (POC) for selecting BI tool
•Example
IntroductionChanging business environment and computerized support
Pre
ssure /
Opp
ortunities
Globalization
Customer Demand
Government regulation
Market Conditions
Competitions
...
Organization Responses
Decisions and
Supports
Strategy
Partners’ collaboration
Real-time response
Agility
Increased productivity
New vendors
New business models
...
Business Environment
Factors
Integrated computerized DS
BI
Analyze
Predictions
Decisions
BI Definition and Objectives
Business Intelligence (BI) is an umbrella term that combine architecture, tools, databases, analytical tools, application, and methodologies
BI main objectivesq To enable interactive access to dataq To enable manipulation of dataq To give ability to conduct appropriate analysis
BI History
“A broad category of applications and technologies for gathering, storing, analyzing, and providing access to data to help enterprise user to make better decisions”
- Gartner, 1990
2005s
BI
| EIS capabilities | Artificial capabilities| Power analytic
BI capabilities
Mid 1990s
BI
| EIS capabilities +
BI capabilities
Early 1980s
ExecutiveInformation
Systems
| Ad hoc reporting| Forecasting and
prediction| Trend Analysis| Drill down to details
EIS capabilities
1970s
ManagementInformation
Systems
| Static two dimensional reports
| No analytic capabilities
MIS capabilities
BI TodayQuerying and
reporting
Metadata DW
ETL
Datamarts
BI
DSS
Spreadsheet(MS Excel)
Portals
Predictive Analysis
Financial Reporting
OLAP
Dashboards and Scorecards
Workflow
Alerts and notification
Data and text mining
Performance Management
Corporate Performance Management (CPM)
- Gartner Group
Enterprise Performance Management (EPM)
- Oracle
Strategic Enterprise Management (SEM) - SAP
Business Performance Management (BPM) - BPM Standards GroupBPM refers to the business processes, methodologies,
metrics, and technologies used by enterprises to measure, monitoring, and manage business performance
- BPM Standards Group
BPM= BI + “Planning” - Calumo Group
BI Technology mapping
BPM
Developement
organic International
per
so
na
ls
ha
red
Scope
Organization BI
Team BI
Self Service
Personal BI
Self ServiceEasy discovery of dataSimple intuitive toolsAd hoc
BPMConsistent corporate definition of metrics, measures, KPICorporate policies and processes
A High-Level Architecture of BI
Data Sources
DW Environment
BA Environment
DW
Build the DWOrganizingSummarizingStandardizing
Business UsersAccess
Manipulate, results
Managers / Executives
BPM Strategies
User InterfaceBrowserPortalDashboard
Performance and Strategy
Business Analysis Types
reporting
ad hoc
presentation exploration discovery
passive
interactive
proactive
Predictive analysis
OLAP
Data mining
BI Solution Implementation Phases
Decision
Tuning Decision Model
Planning Implementation Testing Finalazing
Phase 3
∴ Implementation
Phase 2
∴ Collect requirements∴ Conduct POC
Phase 1
∴ Define KPI∴ Decide level of BI
> Reports> Dashboards> Analysis> Analytics
POC Implementation Phases
POC Phases Description
Finalizing documentsRecommendationsEvaluation bottlenecksRequirements mappingSummary report
Finalizing
Test work frame creationPrototype TestingPerformance testing result documenting
Testing
Environment settingPrototype developmentBI Tools best practicesPrototype requirements mapping
Implementation
Environment considerationCriteria selectionBI Vendor selectionPrototype planning- Reports objectives- Reports specificationsDeliverables planning
Planning
Summary Analysis ReportPrototype model implementation process descriptionOptimization capabilitiesBI Tools comparisonTest results
Proof Of Concept Phases
Tools comparison: Forester Research Inc.
Tools comparison: Gartner Group
Example: MicroStrategy dashboard
Example: PerformancePoint dashboard
Example: Business Objects dashboard
Example: POC Summary Report
Categories PerformancePoint Services
MicroStrategy Business Objects
Prototype Implementation
• Time Outlay• Design• Bottlenecks
Integrationwith SharePoint 2010
Toolscapabilities:• Functional• Optimization
Testperformance • Load Time• Drill Down
Tollcost
POC Summary
• Ability to test the solution in existing IT environment
• Increases the developers’ understanding of the
requirements before starting the real system
implementation
• Allows checking the design of all possible preselected
tools
• Allows testing the capability of the potential solution
provider: functionality, connectivity, usability and
performance of each BI tool
• Requirements can be tested and challenged
Thanks for attention!
Reference
1) Rita L. Sallam, James Richardson, John Hagerty, Bill Hostmann. Magic Quadrant for Business Intelligence Platforms // Gartner RAS Core Research Note G00210036 , 27 January 2011 (http://www.gartner.com/technology/media-products/reprints/tableau/vol2/article1/article1.html)2) Boris Evelson. The Forrester Wave™: Enterprise Business Intelligence Platforms, Q4 2010(http://www.microsoft.com/presspass/presskits/bi/docs/EnterpriseBIPlatformsq42010.pdf)3) Efraim Turban, Ramesh Sharda, Dursun Delen, David King, Janine E. Aronson. Business Intelligence. A managerial Approach. – 2nd ed. - 2011