Integration and Automation in Practice: CI/CD in Mule Integration and Automat...
Spotlight Series BI for the Masses
1.
2. Solution Architect with 19 years experience in business, visual
production and technology.
AIIM Certified Enterprise Content Management Practitioner
Currently Director, Marketing Operations for Skechers USA, a global
footwear manufacturer
10 Years as a content management specialist for legal and government
industries
Principal Enthusiast at SharePointStrategist.com
Vice Chair of SPUGS.org, non-profit dedicated to promoting SharePoint
User Groups
4. What it was like…
What happened…
What it’s like now…
What you can do…
5.
Leading international footwear manufacturer
Retail, wholesale and distributor channels
$1.3b public company – 16 years old
Driven by marketing and speed to market
A “do it in-house’ culture – very little consultative assistance
75 person IT Department including all international operations
Employees have long tenure due to our boss; excellent place to work
MOSS 2007 / SQL 2005 deployment – 4 years in production
Migrating to SharePoint 2010 & MicroStrategy for Enterprise BI
2 Full Time staff members on SharePoint team; additional ½ FTE for
design & data integration; consultants for specific tasks
Fun, Challenging, Rich with Opportunity
6.
All back end sales / order data housed in Informix
No existing centralized groupware
Preference for open source
Existing BI implementation received mixed results
New Enterprise BI Manager role created in IT Department to drive
revamped implementation on MicroStrategy platform
Departmental BI will be displayed via SharePoint using MS Platform
tools
New business requirements driving new solutions
Distributed, non-technical workforce – HQ Users more advanced
Serial collaboration via e-mail
7.
CFO executive sponsor required paper based process to
be automated
Desire to have a solution that was:
More cost effective – use what we own
More easily accessible – minimize training needs
Adopted by users
Extensible
Owned by IT
Review of comparative business case
SharePoint selected as solution
8. My own working definition:
Provides accurate real or near-real time business information in
an easily consumable manner to decision makers to enhance
their ability to chart the next right action. A system which is
incrementally implemented and regularly enhanced to increase
speed of delivery, transparency and value to the user base.
Characteristics I look for:
• Scalable
• Compliant
• Accurate
• Integrated
• Governed
• Multiple Consumption Methods
(reports vs. charts / browser vs. client app)
9. Initial
Defined
Body of Work Reference: Carnegie Mellon SEI
http://www.sei.cmu.edu/cmmi/general
Managed
Measured
Optimizing
11. SSAS Cubes
PPS – Dashboards, Scorecards, Reports
SSIS – Data cleansing, transformation, import
SSRS – Reporting Services in Integrated Mode
Excel Services
SharePoint Lists & Libraries & Web Parts
Use a broader definition of BI than vendors and analysts tell you.
All tools can provide insight and be used in business decision making.
12. Define Audience
Apply PM Best
Practices
Communications
Planning
Change
Agent
Gather
Requirements
Select Tools
Define Data
13. SharePoint
Txn Data Stores
Sales
ETL
DS => BI DM
Data
Cube
(SSAS)
SSIS ETL
PPS
Exec.
Dashboard
Dashboard
Designer
Data
Mart
Other
SSIS ETL
Standard
Reports
(SSRS)
Charts &
Grid
Displays
SQL 2005/2008 Processes
SSIS = SQL Server Integration Services
SSAS = SQL Server Analysis Services
SSRS = SQL Server Reporting Services
ETL= Extract, Transform & Load
DS = Data Store
DM = Data Mart
TXN = Transactional
Standard
Reports
16. • Eat your own dog food but don’t drink the Kool Aid
Be an enthusiast not a fanatic
• Find and nurture and executive sponsor
• BI systems are as good as the data that populates them
• Use incremental BI enhancements as an opportunity to engineer your
underlying processes
• Define your audience for the specific tool
• Build a Proof of Concept to familiarize yourself and audience
with the tools.
• Plan for training & continuous improvement process
18. • Find / Nurture your executive sponsor
• Pick a BI Proof of Concept and implement
• Use the broad definition of the term
• Get Involved! Blog, tweet and attend user groups
• Build a team – they will make you successful
• Invest in yourself through continued education
Change
Agent
Notas del editor
If you Bing BI you will find many definitions – this is mine, distilled from my observations as a Solution ArchitectThe priority of these characteristics will be different in every environment, but they are all worth keeping in mind so that as you incrementally enhance the system you won’t find yourself unable to provide feature sets.Most important part of definition: Decision Makers! It’s how the people interact with the data that makes a BI implementation successful or not.
Note that the first application of a staged maturity model to IT was not by CMM/SEI, but rather Richard L. Nolan, who, in 1973 published the Stages of growth model for IT organisations. [3]The model identifies five levels of process maturity for an organization:Initial (chaotic, ad hoc, heroic) the starting point for use of a new process. Repeatable (project management, process discipline) the process is used repeatedly. Defined (institutionalized) the process is defined/confirmed as a standard business process. Managed (quantified) process management and measurement takes place. Optimising (process improvement) process management includes deliberate process optimization/improvement. Within each of these maturity levels are Key Process Areas (KPAs) which characterise that level, and for each KPA there are five definitions identified:Goals Commitment Ability Measurement Verification The KPAs are not necessarily unique to CMM, representing — as they do — the stages that organizations must go through on the way to becoming mature.Process assessment is best led by an appropriately skilled/competent lead assessor. The organisation's process maturity level is assessed, and then a specific plan is developed to get to the next level. Skipping levels is not allowed.
The Process for Success:Define the AudienceCommunications PlanningGather Requirements (in business-speak!)Define the data sourceApply PM techniquesMSF Principles:Work Toward a Shared VisionStay Agile – Expect Things to ChangeFocus on Delivering Business ValueFoster Open CommunicationSDLC Principles:Initiation/PlanningRequirements Gatherings And AnalysisDesignBuild or CodingTestingOperations and Maintenance Pick your PM methodology & stick with it Have an executive sponsor Define criteria for success and failure from user POV Design, Test, Get Input, Repeat Know that you’ll never be “done”