bi and strategic decision making

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BI and Strategic Decision Making Phillip Higgins Process Intelligence Ltd

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Presented at the NZ Effective Management Accounting Conference, 2011.

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Page 1: Bi and strategic decision making

BI and Strategic Decision Making

Phillip HigginsProcess Intelligence Ltd

Page 2: Bi and strategic decision making

Business Strategy

• Strategic plans must be available to support strategic BI– BU level– Shared enterprise level

• Coherent set of measures representing departmental objectives

Page 3: Bi and strategic decision making

Strategic Decision Making

• Made by an organisations top leaders• Infrequent• Critically affect an organisations health

Page 4: Bi and strategic decision making

The BI Roadmap: Gartner's BI Maturity Model

Page 5: Bi and strategic decision making

Accountants Role

• SME’s over financial and some operational data

• Let IT handle implementation– Experts in avoiding technical debt• Reusability• Scalability• Integration

Page 6: Bi and strategic decision making

Technical Debt

• Is about choosing solutions which are expedient in the short term

• More costly over time

Page 7: Bi and strategic decision making

New Engagement Models

• Agile approaches eg Scrum, XP

• SME’s working closely with BI staff

Page 8: Bi and strategic decision making

Agile or planned?

• Organisational culture

• Requirements for BI– Tactical report development (perhaps more agile)– EDW implementation (perhaps more plan driven)

• Both forms of BI development will require sitting with users to determine requirements – the second form is likely to be within a more structured framework

Page 9: Bi and strategic decision making

Assessing your Organisation

Page 10: Bi and strategic decision making

Assessing your Requirements for BI

• Risk and complexity are the main determinants of either agile or planned engagement practices

• User adoption is everything• Working closely with users is required for both

agile and plan driven BI

Page 11: Bi and strategic decision making

Note on Planning

• Rigid plans will generally fail for many BI solutions:– Impossible to fully specify solutions as problem

domain too complex– Most solutions involve high degrees of technical

and business complexity so unknowns omnipresent

– For both planned and agile approaches requirement revision should be accounted for

Page 12: Bi and strategic decision making

Collaborate and Review

• Engage throughout the entire delivery cycle• Review work frequently to ensure correctness• Insist on testing as new work becomes

available soon as possible

Page 13: Bi and strategic decision making

The Two Big Gaps• The BI Delivery Gap– Delivery cant keep up with changing requirements

• The Insight Gap– The business does not possess the required

process or expertise in order to make sense of the data they are collecting

Page 14: Bi and strategic decision making

What's are we in for in 2012

• Mobile computing– Ubiquitous – Huge growth• by 2013 33% of BI features will be consumed via

handhelds (Gartner)

• Cloud will gain acceptance• Big Data gone mainstream• Visualisations and Mashups mainstream

Page 15: Bi and strategic decision making

Conclusions

• Reaching a BI sweet spot– Advanced technology mainstream– Greater business relevance

Page 16: Bi and strategic decision making

Questions?

[email protected]