Invited speaker to lead discussion on business intelligence initiatives.

1. Nashville CIO Council (June 2011) Discussion: Business Intelligence Initiatives Thomas Danford Tennessee Board of Regents Business Intelligence Analytics and Reporting 1

2. Discussion Items At what level do you sell the BI package (C-level or business unit)? How do you justify the cost of a BI package (ROI)? What does the implementation plan look like? Is a special organizational structure needed? In who’s hands do you put the tools (functional or centralized)? Assessment of BI products on the market? About the TSU – TBR BI Initiative Selected lessons learned Questions & Discussion 2

3. At what level do you sell Business Intelligence? 3

4. How do you justify the cost (ROI)? 4 -- Numbers are for illustrative purposes only --

5. What does the implementation plan look like? 5 Implement Project #n Legend (A Phased Approach) Phase 1 Phase 2 Phase 3 Architecting & Implementation Planning BusinessRequirements and Strategy Implement Project #2 Implement Project #1 InitiateProject . . . Reqmts Design ImplementationPlan On-going Governance Business Value Roadmap Implementation Roadmap Data Applications Technology Business/process

7. Submit data collection request (pre-kickoff)

8. Organize and kick-off project

9. Conduct key stakeholder alignment meeting

10. Meet with and interview President and Executive Leadership

11. Identify current KPIs by department/function

12. Establish current and desired requirements/priorities

13. Identify pain points and critical path

16. Establish Executive Dashboard Vision and priorities

17. Develop initiative write-ups including:

18. Key metric definition, calculation, and ownership

19. Data dimensions and frequency

20. Currently being used or future use metric

21. Document overall changes to process, technology and data

23. Future State KPIs with related definitions, measures, ownership and data mappings

24. Information and data assessment

26. Finalize KPI and reporting priorities

27. Identify interdependencies and required implementation sequencing

28. Determine impact of future state KPI and reporting requirements and desired timing on current organization, processes, technology and data

30. Executive dashboard design

31. Future State strategic roadmap containing:

32. Implementation considerations and high level plan

34. Phase #1 – Partnership in Strategic Planning 8 BusinessRequirements and Strategy InitiateProject Business Value Roadmap

35. Phase #2 – Partnership in Architecting 9 Architecting & Implementation Planning Reqmts Design ImplementationPlan Implementation Roadmap Tennessee Board of Regents

36. Phase #3 (& Completion of Phase #2) 10 Implement Project #n Implement Project #2 Implement Project #1 . . . On-going Governance Executive and Subject Matter Expert Governance Committee 2 Universities, 5 Community Colleges, System Office

37. Is a special organizational structure needed? 11

39. Data from lower levels must be transformed to upper levelsLEADERSHIP: Need visibility into progress towards goals and objectives Performance data MANAGEMENT: Need timely trends, summaries, analytics of operations Trend, summary data Detailed data STAFF: Need detailed reports in many formats and ad-hoc access 12

40. Assessment of BI products on the market? 13

41. ETL Tools 14 Source: http://bit.ly/jY6JHw

42. BI Tools 15 Source: http://bit.ly/jClHg3

43. About the TSU – TBR BI Initiative http://bit.ly/i9UUUc Open Business Intelligence (BI) Initiative Background Information BI Project KPI Inventory Open BI KPI Examples Open BI Project Status (from August 2010) 16

44. Some Lessons Learned from TSU - TBR BI Project BI brings transparency that can lead to pushback Should be a strategic business initiative not an IT project Projects are regarded as “important but not urgent” Executive enthusiasm, support, and involvement are needed to be successful Progress metrics/dashboards keep the project visible and on track They are ongoing … 17

45. Questions & Discussion (and thanks for coming) 18 http://www.slideshare.net/tsdanford http://www.linkedin.com/in/tdanford http://twitter.com/tdanford tdanford@tbr.edu