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A Case for Business
Analytics Learning
Mark Tabladillo, Ph.D. (MVP, MCAD .NET, MCITP, MCT)
February 12, 2013
Welcome
Launch Meeting of the PASS Business Analytics Virtual Chapter
Website: http://bavc.sqlpass.org/
Leadership: Melissa Demsak @sqldiva
About MarkTab
Training and Consulting with        Ph.D. – Industrial Engineering,
http://marktab.com                  Georgia Tech
Data Mining Resources and Blog at   Training and consulting
http://marktab.net                  internationally across many
                                    industries – SAS and Microsoft
                                    Contributed to peer-reviewed
                                    research and legislation
                                      Mentoring doctoral dissertations at the
                                      accredited University of Phoenix
                                    Presenter
Motivation
Gartner announced in April 2012 that the worldwide business intelligence, analytics,
and performance management software market surpassed the US$12 Billion level in
2011
The increase was 16.4 percent over 2010
Evidence (Gartner, 2012)
Company         2011 Revenue        2011 Market Share (%) 2010 Revenue        2010 Market Share (%) 2010-2011 Growth (%)
SAP                      2,883.50                  23.6            2,413.10                    23                  19.5
Oracle                   1,913.50                  15.6            1,645.80                   15.7                 16.3
SAS Institute            1,542.80                  12.6            1,386.50                   13.2                 11.3
IBM                      1,477.60                  12.1            1,222.00                   11.6                 20.9
Microsoft                1,059.90                   8.7               913.7                    8.7                 16.0
Other Vendors            3,363.80                  27.5            2,931.10                   27.9                 14.8
Total                   12,241.00                  100            10,512.20                   100                  16.4
Response
Peter Senge, author of The Fifth Discipline, recommends a learning organization
based on case research of successful organizations
Ideally, we learn together as groups within organizations
Minimally, we can learn individually
Always: we can find other people who want to learn and teach too
Questions
What is business analytics?
What are markets and industries saying today (as of February 2013)?
What group learning options are available for business analytics?
What leadership roles can individuals and groups have?
Business Analytics
Definitions and Expectations
Definitions
Business Intelligence                                Business Analytics
• Using consistent metrics to measure                • Using continuous iterative exploration
  past performance and guide future                    and investigation (scientific method
  planning (therefore both descriptive                 implied) for insight on past
  and predictive)                                      performance and guide future planning
• Based on data and statistical methods                (therefore both descriptive and
                                                       predictive)
                                                     • Based on data and statistical methods
             Derived from Wikipedia article on Business analytics (retrieved February 2013)
Applications
Business Intelligence                                Business Analytics
• Querying                                           • Statistical and quantitative analysis
• Reporting                                          • Exploratory and predictive modeling
• OLAP (Online Analytic Processing)
• Alerts

             Derived from Wikipedia article on Business analytics (retrieved February 2013)
Source: Beller and Barnett
Business Intelligence                                   Business Analytics
• Oriented to standard and consistent metrics and       • Oriented toward ad-hoc analysis of past performance
  analysis                                              • Focused on interactive and investigative analysis by
• Focused on dashboards and pre-defined reports           end users
• Primarily answers predefined questions                • Used to derive new insights and understanding
• Provides end users indirect raw data access through   • Explore the unknown and discover new patterns
  cubes, reports, and summarized data                   • Relies on low-level data to provide visibility to
• Exception based reporting                               unexpected activity



                        Retrieved from http://www.docstoc.com/docs/7486045/Next-
                        Generation-Business-Analytics-Presentation, February 2013
Commentary by MarkTab
Business Analytics (Beller and Barnett)                  Business Analytics (MarkTab)
• Oriented toward ad-hoc analysis of past performance    • Oriented toward data-driven analysis of past
• Focused on interactive and investigative analysis by     performance
  end users                                              • Focused on interactive and investigative analysis by
• Used to derive new insights and understanding            end users
• Explore the unknown and discover new patterns          • Used to derive new insights and understanding
• Relies on low-level data to provide visibility to      • Explore the unknown and discover new patterns
  unexpected activity                                    • Relies on low-level data to provide visibility to models
                                                           of unexpected activity

Retrieved from                                           First produced for the PASS
http://www.docstoc.com/docs/7486045/Ne                   Virtual Business Analytics group,
xt-Generation-Business-Analytics-                        February 2013
Presentation, February 2013
Answering Questions
Business Intelligence                 Business Analytics                     Business Analytics (MarkTab)
What happened?                        Why did it happen?                     What happens together?

When?                                 Will it happen again?                  What is the probability of happening
                                                                             again?
Who?                                  What will happen if we change x?
                                                                             What will likely happen if we change
How many?                             What else does the data tell us that   x?
                                      never thought to ask?
                                                                             What else does the data tell us that
                                                                             we never thought to ask?


Retrieved from                                                               First produced for the PASS
http://searchbusinessanalytics.techtarget.com/definition/busine              Virtual Business Analytics group,
ss-analytics-BA, February 2013                                               February 2013
Takeaway
Don’t be surprised when people have
different definitions of and expectations for
business analytics
Business Analytics
Trends
February 2013
More Gartner Data
Subsegment          2011 Revenue        2011 Market Share (%) 2010 Revenue        2010 Market Share (%) 2010-2011 Growth (%)
     Analytic
 Applications and
  Performance
  Management                 1,938.60                  15.8            1,652.60                   15.7                 17.3

   BI Platform               7,793.40                  63.6            6,703.30                   63.7                 16.3

   CPM Suites                2,509.00                  20.5            2,156.30                   20.5                 16.4

Total                       12,241.00                   100           10,512.20                   100                  16.4

Full information at http://www.gartner.com/resId=1969315
Trends for 2010 (Bardoliwalla)
The undeniable arrival of the era of big data will lead to further proliferation in data
management alternatives
Advanced visualization will continue to increase in depth and relevance to broader
audiences
Open source offerings will continue to make in-roads against on-premise offerings
Excel will continue to provide the dominant paradigm for end-user BI consumption




                   Retrieved from http://www.enterpriseirregulars.com/5706/the-
                   top-10-trends-for-2010-in-analytics-business-intelligence-and-
                   performance-management/, February 2013
Trends for 2012 (Goodwin)
Businesses will be more open with their data (because government is)
Privacy and ethics will become an area for debate
New business models will emerge




                  Retrieved from
                  http://www.computerweekly.com/news/2240113980/4-key-
                  trends-in-business-analytics-in-2012, February 2013
Trends for 2013 (Rodriguez and
Schiffman: Tableau)
Self-reliance is the new self-service
In 2013, we expect to see the maturation of cloud BI (Business Intelligence)
Mobile BI (Business Intelligence) goes mainstream




                   Retrieved from http://www.fyisolutions.com/blog/top-
                   advanced-business-analytics-trends-for-2013/, February 2013
Takeaway
Learn enough about the vocabulary (and
changing definitions and expectations) to turn
trends into actionable decisions
Business Analytics
Learning Options
February 2013
Free Options
News feeds
Twitter
Search engines
Video (YouTube, Vimeo, iTunesU)
Vendor Websites
Books
Networking
MOOC (Massive open online course)
Structured Learning: Coursera, Udacity, edX
My Coursera Journey: http://marktab.net/datamining/2012/08/20/join-marktab-
coursera-fall-2012/

Coursera                      Udacity                                edX
2.5 million users             400,000 users                          MIT and Harvard
Natural Language Processing   Artificial Intelligence for Robotics   Introduction to Statistics
Social Network Analysis       Introduction to Artificial             Artificial Intelligence
Passion Driven Statistics     Intelligence
                              Introduction to Statistics
Even Free is Analyzed
The founders of Coursera are data mining and machine learning experts
They are gathering data on how people learn
My Coursera Journey: http://marktab.net/datamining/2012/08/20/join-marktab-
coursera-fall-2012/
See the Daphne Koller video delivered at TED
PASS Business Analytics Conference



         http://passbaconference.com/
PASS Business Analytics Conference
Business Intelligence    Business Analytics
• Integration Services   •   Data Mining
• Analysis Services      •   Predictive Analytics
    • Multidimensional   •   Text Mining
    • Tabular            •   Recommender Systems
• Reporting Services
• PowerPivot
• Power View
PASS Business Analytics Conference
 Categories
• Data Analytics and Visualization
• Advanced Analytics and Insights
• Information Delivery and Collaboration
• Big Data Innovations and Integration
• Strategy and Architecture




              Retrieved from http://passbaconference.com/Sessions.aspx, February 2013
Training
Online
Onsite
PASS Business Analytics Virtual Chapter



            http://bavc.sqlpass.org/
Takeaway
Participating in unstructured and structured
education allows us to learn business analytics
trends, their meaning, and potential
applications
Business Analytics
Leadership
February 2013
Assumption
Business intelligence and business analytics (including data
mining) have a primary goal of informing actionable decisions
MarkTab Decision Cycle
                             GO




           Synthesis                 Analysis
               (art)                (science)


         Science needs science fiction -- MarkTab
MarkTab Decision Cycle
                      GO




          Synthesis        Analysis
            (art)          (science)
Lessons of the MarkTab Decision Cycle

                  Marketing and     Analysts need to learn
                 business leaders     more about how
                  need to learn        leadership and
                  how analytics      management affect
                informs decisions         decisions




When we know what other team members do, our teams become more effective
“Management is Prediction”




            W. Edwards Deming, Ph.D.
XKCD: Shopping Teams
XKCD: Shopping Teams
XKCD: Shopping Teams
How can we exercise leadership?
Network: Echo successful decision cycles through external or internal social media
Share: Present at business analytics events
Befriend: Collaborate with colleagues outside your organization
Takeaways
Learning together as a team is ideal (Peter
Senge)
Your best business partner is different from
you
Conclusion
Market trends predict how business analytics will affect the world
Learning options include both free and paid options, and often
sponsored by large technical communities
We exercise business analytics leadership through learning together
Resources
Data Mining Resources and blog http://marktab.net
Data Mining Training and Consulting (especially Microsoft and SAS)
http://marktab.com
PASS Business Analytics Virtual Chapter http://bavc.sqlpass.org/
PASS Business Analytics Conference http://passbaconference.com/

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A case for business analytics learning

  • 1. A Case for Business Analytics Learning Mark Tabladillo, Ph.D. (MVP, MCAD .NET, MCITP, MCT) February 12, 2013
  • 2. Welcome Launch Meeting of the PASS Business Analytics Virtual Chapter Website: http://bavc.sqlpass.org/ Leadership: Melissa Demsak @sqldiva
  • 3. About MarkTab Training and Consulting with Ph.D. – Industrial Engineering, http://marktab.com Georgia Tech Data Mining Resources and Blog at Training and consulting http://marktab.net internationally across many industries – SAS and Microsoft Contributed to peer-reviewed research and legislation Mentoring doctoral dissertations at the accredited University of Phoenix Presenter
  • 4. Motivation Gartner announced in April 2012 that the worldwide business intelligence, analytics, and performance management software market surpassed the US$12 Billion level in 2011 The increase was 16.4 percent over 2010
  • 5. Evidence (Gartner, 2012) Company 2011 Revenue 2011 Market Share (%) 2010 Revenue 2010 Market Share (%) 2010-2011 Growth (%) SAP 2,883.50 23.6 2,413.10 23 19.5 Oracle 1,913.50 15.6 1,645.80 15.7 16.3 SAS Institute 1,542.80 12.6 1,386.50 13.2 11.3 IBM 1,477.60 12.1 1,222.00 11.6 20.9 Microsoft 1,059.90 8.7 913.7 8.7 16.0 Other Vendors 3,363.80 27.5 2,931.10 27.9 14.8 Total 12,241.00 100 10,512.20 100 16.4
  • 6. Response Peter Senge, author of The Fifth Discipline, recommends a learning organization based on case research of successful organizations Ideally, we learn together as groups within organizations Minimally, we can learn individually Always: we can find other people who want to learn and teach too
  • 7. Questions What is business analytics? What are markets and industries saying today (as of February 2013)? What group learning options are available for business analytics? What leadership roles can individuals and groups have?
  • 9. Definitions Business Intelligence Business Analytics • Using consistent metrics to measure • Using continuous iterative exploration past performance and guide future and investigation (scientific method planning (therefore both descriptive implied) for insight on past and predictive) performance and guide future planning • Based on data and statistical methods (therefore both descriptive and predictive) • Based on data and statistical methods Derived from Wikipedia article on Business analytics (retrieved February 2013)
  • 10. Applications Business Intelligence Business Analytics • Querying • Statistical and quantitative analysis • Reporting • Exploratory and predictive modeling • OLAP (Online Analytic Processing) • Alerts Derived from Wikipedia article on Business analytics (retrieved February 2013)
  • 11. Source: Beller and Barnett Business Intelligence Business Analytics • Oriented to standard and consistent metrics and • Oriented toward ad-hoc analysis of past performance analysis • Focused on interactive and investigative analysis by • Focused on dashboards and pre-defined reports end users • Primarily answers predefined questions • Used to derive new insights and understanding • Provides end users indirect raw data access through • Explore the unknown and discover new patterns cubes, reports, and summarized data • Relies on low-level data to provide visibility to • Exception based reporting unexpected activity Retrieved from http://www.docstoc.com/docs/7486045/Next- Generation-Business-Analytics-Presentation, February 2013
  • 12. Commentary by MarkTab Business Analytics (Beller and Barnett) Business Analytics (MarkTab) • Oriented toward ad-hoc analysis of past performance • Oriented toward data-driven analysis of past • Focused on interactive and investigative analysis by performance end users • Focused on interactive and investigative analysis by • Used to derive new insights and understanding end users • Explore the unknown and discover new patterns • Used to derive new insights and understanding • Relies on low-level data to provide visibility to • Explore the unknown and discover new patterns unexpected activity • Relies on low-level data to provide visibility to models of unexpected activity Retrieved from First produced for the PASS http://www.docstoc.com/docs/7486045/Ne Virtual Business Analytics group, xt-Generation-Business-Analytics- February 2013 Presentation, February 2013
  • 13. Answering Questions Business Intelligence Business Analytics Business Analytics (MarkTab) What happened? Why did it happen? What happens together? When? Will it happen again? What is the probability of happening again? Who? What will happen if we change x? What will likely happen if we change How many? What else does the data tell us that x? never thought to ask? What else does the data tell us that we never thought to ask? Retrieved from First produced for the PASS http://searchbusinessanalytics.techtarget.com/definition/busine Virtual Business Analytics group, ss-analytics-BA, February 2013 February 2013
  • 14. Takeaway Don’t be surprised when people have different definitions of and expectations for business analytics
  • 16. More Gartner Data Subsegment 2011 Revenue 2011 Market Share (%) 2010 Revenue 2010 Market Share (%) 2010-2011 Growth (%) Analytic Applications and Performance Management 1,938.60 15.8 1,652.60 15.7 17.3 BI Platform 7,793.40 63.6 6,703.30 63.7 16.3 CPM Suites 2,509.00 20.5 2,156.30 20.5 16.4 Total 12,241.00 100 10,512.20 100 16.4 Full information at http://www.gartner.com/resId=1969315
  • 17. Trends for 2010 (Bardoliwalla) The undeniable arrival of the era of big data will lead to further proliferation in data management alternatives Advanced visualization will continue to increase in depth and relevance to broader audiences Open source offerings will continue to make in-roads against on-premise offerings Excel will continue to provide the dominant paradigm for end-user BI consumption Retrieved from http://www.enterpriseirregulars.com/5706/the- top-10-trends-for-2010-in-analytics-business-intelligence-and- performance-management/, February 2013
  • 18. Trends for 2012 (Goodwin) Businesses will be more open with their data (because government is) Privacy and ethics will become an area for debate New business models will emerge Retrieved from http://www.computerweekly.com/news/2240113980/4-key- trends-in-business-analytics-in-2012, February 2013
  • 19. Trends for 2013 (Rodriguez and Schiffman: Tableau) Self-reliance is the new self-service In 2013, we expect to see the maturation of cloud BI (Business Intelligence) Mobile BI (Business Intelligence) goes mainstream Retrieved from http://www.fyisolutions.com/blog/top- advanced-business-analytics-trends-for-2013/, February 2013
  • 20. Takeaway Learn enough about the vocabulary (and changing definitions and expectations) to turn trends into actionable decisions
  • 22. Free Options News feeds Twitter Search engines Video (YouTube, Vimeo, iTunesU) Vendor Websites Books Networking
  • 23. MOOC (Massive open online course) Structured Learning: Coursera, Udacity, edX My Coursera Journey: http://marktab.net/datamining/2012/08/20/join-marktab- coursera-fall-2012/ Coursera Udacity edX 2.5 million users 400,000 users MIT and Harvard Natural Language Processing Artificial Intelligence for Robotics Introduction to Statistics Social Network Analysis Introduction to Artificial Artificial Intelligence Passion Driven Statistics Intelligence Introduction to Statistics
  • 24. Even Free is Analyzed The founders of Coursera are data mining and machine learning experts They are gathering data on how people learn My Coursera Journey: http://marktab.net/datamining/2012/08/20/join-marktab- coursera-fall-2012/ See the Daphne Koller video delivered at TED
  • 25. PASS Business Analytics Conference http://passbaconference.com/
  • 26. PASS Business Analytics Conference Business Intelligence Business Analytics • Integration Services • Data Mining • Analysis Services • Predictive Analytics • Multidimensional • Text Mining • Tabular • Recommender Systems • Reporting Services • PowerPivot • Power View
  • 27. PASS Business Analytics Conference Categories • Data Analytics and Visualization • Advanced Analytics and Insights • Information Delivery and Collaboration • Big Data Innovations and Integration • Strategy and Architecture Retrieved from http://passbaconference.com/Sessions.aspx, February 2013
  • 29. PASS Business Analytics Virtual Chapter http://bavc.sqlpass.org/
  • 30. Takeaway Participating in unstructured and structured education allows us to learn business analytics trends, their meaning, and potential applications
  • 32. Assumption Business intelligence and business analytics (including data mining) have a primary goal of informing actionable decisions
  • 33. MarkTab Decision Cycle GO Synthesis Analysis (art) (science) Science needs science fiction -- MarkTab
  • 34. MarkTab Decision Cycle GO Synthesis Analysis (art) (science)
  • 35. Lessons of the MarkTab Decision Cycle Marketing and Analysts need to learn business leaders more about how need to learn leadership and how analytics management affect informs decisions decisions When we know what other team members do, our teams become more effective
  • 36. “Management is Prediction” W. Edwards Deming, Ph.D.
  • 40. How can we exercise leadership? Network: Echo successful decision cycles through external or internal social media Share: Present at business analytics events Befriend: Collaborate with colleagues outside your organization
  • 41. Takeaways Learning together as a team is ideal (Peter Senge) Your best business partner is different from you
  • 42. Conclusion Market trends predict how business analytics will affect the world Learning options include both free and paid options, and often sponsored by large technical communities We exercise business analytics leadership through learning together
  • 43. Resources Data Mining Resources and blog http://marktab.net Data Mining Training and Consulting (especially Microsoft and SAS) http://marktab.com PASS Business Analytics Virtual Chapter http://bavc.sqlpass.org/ PASS Business Analytics Conference http://passbaconference.com/