Driving high value, low cost Business IntelligenceSteve Psichalos, C3 Business Solutions

• Why BI is a Top Priority for CIOs

• Building a BI business case

• Agile BI

• BI in the Cloud

• Mobile BI

Today’s Session

• Mobile BI

• Key Takeaway

Current & Recent Clients

Why is BI a Top Priority for CIOs?Why is BI a Top Priority for CIOs?

Toolset capability

Proliferation of data

Sophistication of users

Why is BI a top priority for CIOs

Business climate tighter

Differentiate only through intelligence

Building a BI Business CaseBuilding a BI Business Case

Case Study: Cost of Reporting

Building a BI Business Case

Measurable Realised

Measurable benefits &/or

savings

Realised quickly

Our Research Shows…

Save

Per 1,000 FTEs

Save $2M+

paWith

Automated BI

$12

$14

$16

$18

Op

po

rtu

nit

y:

$M

illi

on

pa

Research ResultsCollated Client Savings Opportunity

(collected during C3 Strategies)

$0

$2

$4

$6

$8

$10

0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000 11000

Op

po

rtu

nit

y:

$M

illi

on

pa

# FTEs

Research Results

Saving Opportunity pa through Automated BI

$18

$20

Dept Savings pa

A $254,000

B $71,800

C $331,000

D $752,190

E $66,500

F $541,000

G $283,510

$0

$2

$4

$6

$8

$10

$12

$14

$16

0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000 11000

Sa

vin

gs

: M

illio

n p

a

# FTEs

G $283,510

Total $2,300,000

A Solution Path

Information Management & Business Intelligence

Strategy Development

5DEFINE VISION

SOLUTION

4

2

ESTABLISH TARGET

STATE VISION1INITIAL

ASSESSMENT

6DEFINE

ROADMAP,

Business Trends

Industry Trends

0

C o m p l e t i o n i n 6 - 1 2 w e e k s

SOLUTION BLUEPRINT &

IMPACT ASSESSMENT

GAP ANALYSIS

3ANALYSE CURRENT

STATE BUSINESS & IT

ASSESSMENT & BUSINESS FUNCTION ANALYSIS

ROADMAP, BUSINESS

CASE & GOVERNANCE

IT Strategy

PROJECT STARTUP

3ANALYSE CURRENT

STATE BUSINESS & IT

Research Methodology

Current State Assessment Process

CalculationSaving = # items * frequency * cost of

avg. employee

Breakdown By Departments or

Divisions

Measurement Report generation effort to source,

manipulate & present data

avg. employee

Case Study Results

Survey Instrument

Dept Report Report Name

Rep

ort

Bu

sin

ess

Imp

act

1-H

igh

-5-L

ow

Rela

ted

Pro

gra

m

Man

ual

/ A

uto

G

en

era

tio

n

Fre

qu

en

cy

Overa

ll

Co

mp

lexit

y1-L

ow

-5-H

igh

Delivery

Fo

rmat

# D

ays f

or

Rep

ort

Gen

.

To

tal

Co

st

(K)

Min

An

nu

al

Rep

ort

Co

st

Max A

nn

ual

Rep

ort

Co

st

Extr

act

Co

st

(K)

Exte

rnal

Co

sts

(K

)

Mid

po

int

Exte

rnal

(pa K

)

No

. S

ou

rce

Syste

ms

So

urc

e S

yste

m

#

To

tal

# T

ab

les

invo

lved

To

tal

# f

iles

invo

lved

# E

mp

loyees

Invo

lved

PRO/BAU

Related Business Processes

E Auto R Removed for privacy Medium ABD Manual Quarterly 5 Online 14 $20K $155,264.67 $155,264.67 2 $20K 2 6 6 5 4 30 BAU Removed for Privacy

E Auto R Removed for privacy Medium DBG Manual Quarterly 5 Online 14 $20K $642,077.00 $642,077.00 1 $20K 5 6 6 5 4 1 BAU Removed for Privacy

F Auto R Removed for privacy Medium GBCC Manual Quarterly 5 Online 14 $20K $641,005.00 $641,005.00 4 $20K 5 6 6 5 4 1 BAU Removed for Privacy

Current Report Generation Effort

• 530+ individual reports for $2.3M saving

F Auto R Removed for privacy Medium GBCC Manual Quarterly 5 Online 14 $20K $641,005.00 $641,005.00 4 $20K 5 6 6 5 4 1 BAU Removed for Privacy

F Auto R Removed for privacy Medium DBG Manual Quarterly 5 Online 14 $20K $680,392.67 $680,392.67 6 $20K 5 6 6 5 4 1-2 BAU Removed for Privacy

F Auto R Removed for privacy Medium DBG Manual Quarterly 5 Online 14 $20K $632,724.00 $632,724.00 1 $20K 5 6 6 5 4 5-7 BAU Removed for Privacy

F Auto R Removed for privacy Medium ABD Manual Quarterly 5 Online 14 $20K $866,666.67 $866,666.67 2 $20K 5 6 6 5 4 5-7 BAU Removed for Privacy

F Custom Removed for privacy Very High GBCC Manual Annually 5 MSWord 30 $20K $30,000.00 $40,000.00 11 0-$500 6 2 1 6 3 1-2 BAU Removed for Privacy

F Auto R Removed for privacy Very High GBCC Automatic Daily 3 PDF 1 $10K-$15K $10K-$15K $10K-$15K 6 0-$501 6 20 7 12 4 1-2 BAU Removed for Privacy

F Auto R Removed for privacy Medium GBCC Manual Weekly 3 PDF 1 $20K $2K-$5K $2K-$5K 2 0-$502 2 4 7 6 3 1-2 BAU Removed for Privacy

F Internal Removed for privacy Very High GBCC Manual Quarterly 4 MSExcel 1-2 $15K-$20K $2K-$5K $2K-$5K 2 0-$503 2 20 7 3 1 1-2 PRJ Removed for Privacy

F Internal Removed for privacy Very High EXLQ Manual Yearly 4 PDF 14 $20K $5K-$8K $5K-$8K 2 0-$504 2 20 7 4 2 1-2 BAU Removed for Privacy

G Internal Removed for privacy Very High EXLQ Manual Yearly 4 PDF 14 $20K $5K-$8K $5K-$8K 2 0-$500 2 4 7 5 5 1-2 PRJ Removed for Privacy

G Custom Removed for privacy Very High EXLQ Manual Weekly 4 MSExcel 1-2 $15K-$20K $20K $20K 2 0-$502 2 20 7 4 2 1-2 PRJ Removed for Privacy

G Custom Removed for privacy Very High DBG Manual Monthly 4 MSExcel 1-2 $10K-$15K $8K-$10K $8K-$10K 2 0-$500 2 20 7 2 1 1-2 PRJ Removed for Privacy

G Custom Removed for privacy Very High DBG Manual Quarterly 4 MSExcel 1-2 $8K-$10K $2K-$5K $2K-$5K 1 0-$500 1 5 7 2 1 1-2 PRJ Removed for Privacy

G Custom Removed for privacy Very High GBCC Manual Weekly 4 MSExcel 1-2 $15K-$20K $20K $20K 1 $8K-$10K 1 5 7 ? 8 1-2 PRJ Removed for Privacy

G Internal Removed for privacy Very High EXLQ Manual Monthly 4 MSExcel 1-2 $15K-$20K $8K-$10K $8K-$10K 3 0-$500 3 20 7 1 PRJ Removed for Privacy

G Internal Removed for privacy Very High EXLQ Manual Quarterly 2 MSExcel 1-2 $8K-$10K $2K-$5K $2K-$5K 8 0-$500 8 20 7 7 1 1 PRJ Removed for Privacy

G Internal Removed for privacy Very High EXLQ Manual Yearly 3 MSExcel 1-2 $8K-$10K $500-$1K $500-$1K 2 0-$500 2 20 7 1 1 1-2 PRJ Removed for Privacy

G Internal Removed for privacy Very High EXLQ Manual Quarterly 3 MSExcel 1-2 $2K-$5K $2K-$5K $2K-$5K 5 0-$500 5 20 7 30 6 2-4 PRJ Removed for Privacy

G Internal Removed for privacy Very High DBG Manual Monthly 4 MSExcel 1-2 $15K-$20K $8K-$10K $8K-$10K 2 $5-$8K 2 5 7 6 6 2-4 PRJ Removed for Privacy

G Auto R Removed for privacy Very High DBG Manual Weekly 3 MSExcel 1-2 $15K-$20K $20K $20K 4 0-$500 4 20 7 20 10 1-2 PRJ Removed for Privacy

G Auto R Removed for privacy Very High DBG Manual Monthly 4 MSExcel 1 $500-$1K $500-$1K $500-$1K 2 0-$500 2 5 7 20 5 1-2 PRJ Removed for Privacy

G Auto R Removed for privacy Very High DBG Manual Monthly 3 MSExcel 1 $500-$1K $500-$1K $500-$1K 2 0-$500 2 5 7 10 5 2-4 PRJ Removed for Privacy

G Auto R Removed for privacy Very High ABD Manual Weekly 3 MSExcel 1-2 $15K-$20K $20K $20K 2 0-$500 2 7 7 20 5 1-2 BAU Removed for Privacy

H Auto R Removed for privacy Very High ABD Manual Weekly 3 MSExcel 2-4 $15K-$20K $20K $20K 4 0-$500 4 20 7 20 5 1-2 BAU Removed for Privacy

H Custom Removed for privacy Very High ABD Manual Weekly 3 MSExcel 2-4 $15K-$20K $20K $20K 4 0-$500 4 20 7 2 2 1-2 PRJ Removed for Privacy

H Custom Removed for privacy Very High ABD Manual Quarterly 3 MSExcel 1-2 $10K-$15K $2K-$5K $2K-$5K 2 0-$500 2 20 7 20 20 1-2 PRJ Removed for Privacy

H Custom Removed for privacy Very High DBG Manual Monthly 4 MSExcel 1-2 $15K-$20K $8K-$10K $8K-$10K 1 0-$500 1 3 7 5 5 1-2 PRJ Removed for Privacy

H Custom Removed for privacy Very High GBCC Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 4 0-$500 4 20 7 1 1 2-4 PRJ Removed for Privacy

H Internal Removed for privacy Very High EXLQ Manual Yearly 4 MSExcel 1-2 $8K-$10K $500-$1K $500-$1K 3 0-$500 3 20 7 1 1 2-4 PRJ Removed for Privacy

H Internal Removed for privacy Very High EXLQ Manual Yearly 4 MSExcel 1-2 $8K-$10K $500-$1K $500-$1K 3 0-$500 3 20 7 1 1 2-4 BAU Removed for Privacy

H Internal Removed for privacy Very High EXLQ Manual Yearly 4 MSExcel 1-2 $8K-$10K $500-$1K $500-$1K 1 0-$500 1 10 7 5 5 2-4 BAU Removed for Privacy

H Internal Removed for privacy Very High EXLQ Manual Monthly 4 MSExcel 1-2 $15K-$20K $8K-$10K $8K-$10K 3 0-$500 3 20 7 5 5 2-4 BAU Removed for Privacy

H Internal Removed for privacy Very High ABD Manual Quarterly 4 MSExcel 1-2 $15K-$20K $2K-$5K $2K-$5K 2 0-$500 2 4 7 2 2 5-7 BAU Removed for Privacy

H Internal Removed for privacy Very High ABD Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 8 0-$500 8 20 7 1 1 2-4 BAU Removed for Privacy

H Internal Removed for privacy Very High ABD Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 3 0-$500 3 20 7 1 1 1-2 BAU Removed for Privacy

H Custom Removed for privacy Very High GBCC Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 5 0-$500 5 20 7 1 1 1-2 BAU Removed for Privacy

H Custom Removed for privacy Very High GBCC Manual Monthly 5 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 4 0-$500 4 20 7 1 1 2-4 BAU Removed for Privacy

H Auto R Removed for privacy Very High ABD Manual Quarterly 4 MSExcel 2-4 $10K-$15K $5K-$8K $5K-$8K 4 0-$500 4 20 7 1 1 5-7 BAU Removed for Privacy

H Auto R Removed for privacy Very High ABD Manual Quarterly 4 MSExcel 14 $20K $20K $20K 5 0-$500 5 20 7 1 1 2-4 BAU Removed for Privacy

H Custom Removed for privacy Very High ABD Manual Monthly 4 MSExcel 2-4 $10K-$15K $15K-$20K $15K-$20K 8 0-$500 8 20 7 1 1 2-4 BAU Removed for Privacy

Case Study Results

• Stakeholders accepted saving goal at $2.3M pa

Dept Savings pa

A $254,000

B $71,800

C $331,000C $331,000

D $752,190

E $66,500

F $541,000

G $283,510

Total $2,300,000

Data Integration PlatformData Integration Platform

P

R

Q

Case Study: Current Reporting

$2.3M savings, 1,000 FTEs

Source A

Source B

Source C

Source D

Data ManipulationData Manipulation

i

ii

iii

iv

v

S

T

U

V

Source E

Source F

Source G

Source H

Source I

Source J

Flat Files

vi

vii

viii

ix

x

xi

xii

xiii

xiv

1 2 3

Data Integration LayerData Integration Layer

Internal Source systems

Internal Source systems

Source A

Source B

Source C

Source D

Info Delivery including:

• Reporting & analytics• Data Discovery• Analytic Applications

Info Delivery including:

• Reporting & analytics• Data Discovery• Analytic Applications1

2Enterprise Data

RepositoryEnterprise Data

Repository

Case Study: Reporting Structure

$2.3M savings, 1,000 FTEs

Source DataOnly Once

External Source Systems

External Source Systems

Source E

Source F

Source x

Flat Files

Store Data Only

Once

Data Investigation Platform

Data Investigation Platform

Investigate Data Sets

Reuse many times

3

Case Study

Simplified Core Architecture Components

Single Data Single DataStorage

Simplified

Source Systems

1 2 3

Single DataIntegration

A Data integrationSolution

Single DataStorage

A Data Warehouse

platform

SimplifiedReporting &

AnalysisplatformExternal

Data Collection

Portal

4

Case Study: Business Case

Tangible Benefits Realisation

(as well as the intangible unknown – better analytics)

$2.3M+ pa

Dept Savings pa

A $254,000

B $71,800

C $331,000

D $752,190

E $66,500

F $541,000

G $283,510

Total $2,300,000

Year 1 Year 2 Year 3Totals

Yr 1 to 3

Program Cost

$1,633,500 $1,633,500 $0 $3,267,000

Overall Benefit

$1,208,000 $270,000 $2,300,000 $1,362,000

Year 4

$0

$3,662,000

Agile BIAgile BI

Transparent regular, incremental value

We are uncovering better ways of developing software by doing it and helping

others do it. Through this work, we have come to value:

What is Agile?

www.agilemanifesto.org

Individuals and interactions over processes and tools

Working software over thorough specifications*

Customer collaboration over contract negotiation

* originally “comprehensive documentation”

There is value on the right, but we value the left more

Customer collaboration over contract negotiation

Responding to change over following a plan

“Maximise the work NOT done”

What’s the difference?

Traditional vs Agile BI

Traditionally, upfront you…

Agile delivery allows you to…

Estimate months or years TIME Pre-set with small

incrementsyears TIME increments

Predict entire project SCOPE Set in 2-3 week blocks

Allocate resources & cost out entire project BUDGET Closely monitored &

quickly adjustable

Traditional approach

Single Pass

S/w ReqsSys Reqs Design Testing OperationsCodingAnalysis

Courtesy of Ralph Hughes, Agile Data Warehousing, www.Ceregenics.com

Traditional approach

But, where is the feedback?

S/w ReqsSys Reqs Design Testing OperationsCodingAnalysis

Courtesy of Ralph Hughes, Agile Data Warehousing, www.Ceregenics.com

Dept Capital Cost

A $312,000

B $168,564

C $346,812

D $954,000

E $253,500

Why Agile?

Baked in savings for forecast budgets

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Yr EndSaving by Dept

Yr EndSaving by Dept

$104k $104k $104k

$84k $84k $84k

Departmental Benefits Realisation

Departmental Delivery

F $665,000

G $567,124

Total $3,267,000

$84k $84k

$115k $115k$115k

$159k $159k $159kl $159k $159k $159k

$63k$63k

$283k $283k

$166k $166k $166k $166k

$36k $36k

$110k $110k$110k

$125k $125k $$125k $125k $125k $125k

$33k$33k

$141k $141k

$135k $135k $135k $135k

Dept Savings pa

A $254,000

B $71,800

C $331,000

D $752,190

E $66,500

F $541,000

G $283,510

Total $2,300,000

IDPRO / BAU

TopicBusiness Value $$

Value Pts Story Pts Iteration #

8 BAU Cust-Accts ad hoc $15K-$20K 40 8 1

9 BAU Cust-Accts ad hoc $15K-$20K 40 13 1

22 BAU Product ad hoc $5K-$8K 40 3 1

47 BAU Product ad hoc $20K 40 13 1

24 BAU Product ad hoc $15K-$20K 40 3 1

54 BAU Product ad hoc $60K 40 8 1

33 BAU Product ad hoc $30K 40 5 1

76 BAU Xactn ad hoc $50-$60K 20 5 2

65 BAU Xactn ad hoc $80K 20 13 2

55 PRJ Xactn ad hoc $75K 20 8 2

12 BAU Xactn ad hoc $15K-$20K 20 13 2

4 PRJ Xactn ad hoc $50-$60K 20 5 2

9 PRJ Xactn KPIs $20K 20 13 2

How Agile BI Works

• Groups of line items = “Sprints”

• 2-3 weeks each

• Grouped by Business value and Development Effort

Detailed steps, incremental value

9 PRJ Xactn KPIs $20K 20 13 2

6 PRJ Xactn KPIs $8K-$10K 20 8 2

77 PRJ Xactn KPIs $2K-$5K 13 5 3

90 PRJ Xactn KPIs $20K 13 5 3

71 PRJ Product ad hoc $8K-$10K 13 5 3

13 PRJ Product ad hoc $2K-$5K 13 8 3

16 PRJ Product ad hoc $500-$1K 13 8 3

93 PRJ Cust-Accts ad hoc $2K-$5K 13 13 3

44 PRJ Cust-Accts ad hoc $8K-$10K 13 3 3

37 PRJ Cust-Accts ad hoc $20K 13 13 4

53 PRJ Cust-Accts ad hoc $500-$1K 13 13 4

22 PRJ Cust-Accts ad hoc $500-$1K 13 8 4

21 BAU Product ad hoc $20K 8 8 4

18 BAU Product ad hoc $20K 8 3 4

9 PRJ Product ad hoc $20K 8 3 4

41 PRJ Product ad hoc $2K-$5K 8 5 5

66 PRJ Xactn KPIs $8K-$10K 8 5 5

38 PRJ Xactn KPIs $15K-$20K 8 8 5

49 PRJ Xactn KPIs $500-$1K 8 3 5

47 BAU Product ad hoc $500-$1K 8 8 5

15 BAU Product ad hoc $500-$1K 8 3 6

3 BAU Cust-Accts ad hoc $8K-$10K 5 5 6

81 BAU Cust-Accts ad hoc $2K-$5K 5 5 6

97 BAU Cust-Accts ad hoc $15K-$20K 5 5 6

12 BAU Xactn ad hoc $15K-$20K 5 5 6

and Development Effort

• Groups of Sprints become Releases

• Release every 6-12 weeks

• $$ Business Value can be attributed to each release

IDPRO / BAU

TopicBusiness Value $$

Value Pts Story Pts Iteration #

8 BAU Cust-Accts ad hoc $15K-$20K 20 8 1

9 BAU Cust-Accts ad hoc $15K-$20K 20 13 1

22 BAU Product ad hoc $5K-$8K 20 3 1

47 BAU Product ad hoc $20K 20 13 1

24 BAU Product ad hoc $15K-$20K 20 3 1

54 BAU Product ad hoc $60K 40 8 1

33 BAU Product ad hoc $30K 40 5 1

76 BAU Xactn ad hoc $50-$60K 40 5 2

65 BAU Xactn ad hoc $80K 40 13 2

55 PRJ Xactn ad hoc $75K 40 8 2

12 BAU Xactn ad hoc $15K-$20K 40 13 2

4 PRJ Xactn ad hoc $50-$60K 40 5 2

9 PRJ Xactn KPIs $20K 40 13 2

How Agile BI Works

• Sprint Burndowns mapped to Release Burndown

1200

Release Burndown Chart9 PRJ Xactn KPIs $20K 40 13 2

6 PRJ Xactn KPIs $8K-$10K 20 8 2

77 PRJ Xactn KPIs $2K-$5K 20 5 3

90 PRJ Xactn KPIs $20K 20 5 3

71 PRJ Product ad hoc $8K-$10K 13 5 3

13 PRJ Product ad hoc $2K-$5K 13 8 3

16 PRJ Product ad hoc $500-$1K 13 8 3

93 PRJ Cust-Accts ad hoc $2K-$5K 13 13 3

44 PRJ Cust-Accts ad hoc $8K-$10K 13 3 3

0

200

400

600

800

1000

1200

1 2 3 4 5 6 7 8 9

Weeks

0

500

1000

1500

1 2 3

Weeks

Sprint Burndown Chart

0

500

1000

1500

1 2 3

Weeks

Sprint Burndown Chart

0

500

1000

1500

1 2 3

Weeks

Sprint Burndown Chart

Program Burndown Chart

Business Case Justification

With Agile BI

($1,208,000)

$270,000

$2,300,000

$3,662,000

$5,962,000

Year

Cost Benefit Savings

BI in the CloudBI in the Cloud

Immediate value, lower cost

The Value of BI in the Cloud

Realise overcoming

Realise immediate application value by…

overcoming internal

capability & infrastructure

needs

while maintaining

control

Owning VS

Less maintenance

The Value of BI in the Cloud

VS Renting

No more legacy

Minimal setup

Traditionally

BI in the Cloud Trade-offs

Traditionally

• Cost/ValueCloud

• Risk• Control • Security

Culture Business

typeInhouse vsoutsourced

Considerations: BI in the Cloud

Capability

FlexibilitySecurity,

risk, control

Cost/valueEnvironment

maturity

Data access & value

Mobile BI Mobile BI

Information when and where you need it

When you

The Value of Mobile BI

Up to date

At your fingertips

you need it

Information Accessibility

Why Mobile BI?

Meaningful alert based notification

Maximising opportunities

Information immediacy

Accessibility & flexibility

In SummaryIn Summary

Start with the Right Strategy

5DEFINE VISION

SOLUTION

4

2

ESTABLISH TARGET

STATE VISION1INITIAL

ASSESSMENT

6DEFINE

ROADMAP,

Business Trends

Industry Trends

0 6DEFINE

ROADMAP,

C o m p l e t i o n i n 6 - 1 2 w e e k s

SOLUTION BLUEPRINT &

IMPACT ASSESSMENT

GAP ANALYSIS

3ANALYSE CURRENT

STATE BUSINESS & IT

ASSESSMENT & BUSINESS FUNCTION ANALYSIS

ROADMAP, BUSINESS

CASE & GOVERNANCE

IT Strategy

PROJECT STARTUP

ROADMAP, BUSINESS

CASE & GOVERNANCE

In Summary

Building a BI business case

Applying Agile BI to track benefits

BI in the Cloud considerations

Advantages of Mobile BI

Steve PsichalosPartner

C3 Business SolutionsInformation management & business intelligence specialists

www.c3businesssolutions.com

Thanks. Questions?

www.c3businesssolutions.com

Driving high value, low cost Business IntelligenceSteve Psichalos, C3 Business Solutions