biccs: key to self service success

Business Intelligence/Analytics Competency Centers: Key to Self Service Success

New Orleans, Oct. 19, 2016

Pat Saporito, Sr. Dir., Global COE for Analytics, SAP

Jay Riddle, SAP BI Solution Architect, Analytics COE, Lockheed Martin

© 2016 SAP AG. All rights reserved. 1

Agenda

Self Service Definition & Goals

Self Service Challenges

Competency Center Role

Lockheed Martin’s Self Service Journey

Self Service Best Practices & Takeaways


BI/Analytics Projects Fail to Meet ExpectationsTechnology is Only One Consideration

Between 70% to 80% of corporate business intelligence projects fail (to meet expectations),

according to Gartner.

“Organizations tend to throw

technology at BI problems. You

could have the right tool, but it

could be doomed to failure

because of political and cultural

issues, an absence of executive

support so the message doesn't

get out, and poor communication

and training.”


Business Requirements are Changing…

IT’s role is changing too!

Source: Forrester whitepaper

http://www.sap.com/bin/sapcom/en_us/downloadasset.2014-06-jun-24-22.business-built-and-it-optimized-bi-why-choose-when-you-can-have-the-best-of-both-pdf.bypassReg.html


What do we mean by self-service?

• End users designing and deploying their own reports and analyses within an

approved and supported architecture and tools portfolio.

How does it fit within your larger Data & Analytics strategy?

Self-Service


Different Self Service Needs for Different Users

• Self-service for business users and decision makers

• Drill-down and filter dashboards or reports to the “right” level

• Self-service for finance professionals

• Access to BW and Essbase within Excel

• Combine data from BPC and BW in a single user experience

• Self-service for business analysts

• Mashup data from multiple data sources

• Easy to learn and create compelling visualizations

• Create simple dashboards to share insights

• Self-service dashboard composition for business users

• Compose their own dashboards from existing charts and crosstabs

• Self-service data discovery for casual users

• Find an answer to a business question in 10 minutes or less

• Learn the UX without training.

• Self-service reporting

• Easy access to data

• Build queries and format data as needed

• Create simple reports with little training, or more complex reports with more training

• Create document-style output


Agenda







Business IS Using Custom Data and Creating their Own

Content

Source: Forrester whitepaper

http://www.sap.com/bin/sapcom/en_us/downloadasset.2014-06-jun-24-22.business-built-and-it-optimized-bi-why-choose-when-you-can-have-the-best-of-both-pdf.bypassReg.html


Agenda







Rx for Analytics Success: Strategy + Center of Excellence (COE)

Understand Business Pains

Identify technology gaps

Focus on change management and adoption

Strategy creates an information driven culture:

COE provides a sustainable framework to execute the strategy and

maintain it.


Building Blocks of a Rock Solid Analytics Strategy

SAP Analytics Strategy Framework

ObjectivesBusiness

Needs

Business

BenefitTechnology Organization

Background and

Purpose

Current State and

History

Objectives and

Scope

Summary of

needs

Envisioned To-Be

State

Priorities and

Alignment

Value Proposition

of Analytics

Expected Benefits

– Future State KPI

Business Case

Information

Categories

Architecture and

Standards

Applications

Governance

Structure

Program

Management

Roadmap and

Milestones

Measurement

Education /

Training

Support

A BI/Analytics COE operationalizes an organization’s

data & analytics strategy. And self-service is a critical

component.


Business Intelligence/Analytics Competency Center Skills Requirements: Business + Analytics + IT

How BI/BACCs are changing:

http://scn.sap.com/community/bu

siness-

intelligence/blog/2014/09/18/best

-practices-for-agile-biccs

http://scn.sap.com/community/business-intelligence/blog/2014/09/18/best-practices-for-agile-biccs


Agenda







Why Self Service?

• Enable quick turnaround with data-driven business processes

• Business needs not dependent on IT staff availability

• Put business data in the hands of the owners

• Meet increasing agile analytics demands while

optimizing staffing

© 2016 Lockheed Martin Corporation. All Rights Reserved.


Current Challenges

Database Access Controls

•Provide access to Production data while protecting performance

•Avoid making data security model too complex to manage

•Balance Governance (One Version of Truth) with advantages of insights from ad hoc data exploration

Data Foundation

•Address gaps in user knowledge of complicated data interactions and anomalies

•Maintain “trust” in data and metrics

Tools

•In a growing portfolio of BI & Analytics solutions; determine the “Right Tool for the Right Job” and the “Right Tool for the Right Role”, respectively.

Support Model

•Solidify support plan at both an enterprise, regional, and departmental level

•Reduce layers between IT and the business, and open up first line of support directly to vendors where possible

Communication & Training

•Effectively communicate roadmap & changing landscape to ensure transparency, and continued trust in solutions delivered.

•Create Communities of Practice (CoP), and other mechanisms to enable access to training in a decentralized org



Reporting

Discovery &

Analysis

Office Integration

SAP Crystal Reports

SAP BusinessObjects Web Intelligence

Desktop Intelligence

SAP Crystal Reports

SAP BusinessObjects

Web Intelligence

SAP Lumira desktop, server editions

SAP BusinessObjects Explorer

SAP BusinessObjects Analysis, edition

for OLAP

SAP BusinessObjects Set Analysis

SAP BusinessObjects Design Studio

SAP BusinessObjects Dashboards

SAP BEX Web Application Designer

SAP BusinessObjects Analysis, edition

for Office

Live Office

EPM Add-In

SAP BEX Analyzer

SAP Lumira

SAP BusinessObjects

Design Studio

SAP BusinessObjects

Analysis, edition for

Microsoft Office

Dashboards &

Applications

Inte

ropera

bili

ty

Lockheed Martin Aero IT continues to align with SAP’s strategy of continued

“Simplification” and “Interoperability” with an emphasis on meeting the

growing need for extended Dashboard, Agile Visualization, and Discovery /

Analysis capabilities.

Alignment with SAP BI / Analytics Roadmap

Inte

ropera

bili

ty



The Path Forward

Database Access Controls

•Apply existing Oracle EDW direct data access and system protection methodologies to SAP HANA

•Deploy use of dedicated “self-service” packages optimized for direct access in SAP HANA Production

Data Foundation

•Organize data into easily consumable information models under current SAP structure

•Catalog data structures and improve transparency

•Facilitate tool (Wiki) / sessions data knowledge transfer

Tools

•Evaluation Phase –Execute Exploration & Viz Trade Studies across functional areas (make it repeatable)

•Provisioning & Development Phase – Provide quick access to tools for evaluation & collaborate with SCCM team for packaging clients

Support Model

•Enable power users to become front line of support (aka “Champions”)

•Aero IT integrates data sources, implements & supports new tools, facilitates access

•Corporate provides potential shared services opportunities

Communication & Training

•Surveys

•Customer Engagement Sessions

•“Train the Trainer”

•Roadshows

•Tech Exchanges



Defining Development Services vs. Self Service



Defining Self Service Roles & Actions



Defining Self Services Roles & Tools



Visualization & Exploration Trade Study Example

The Process…

• Engage customer to evaluate

use case

• Align with Gartner industry

criteria to ensure consistent

terminology

• Enhance criteria to add

relevant enterprise customer

needs

• Score critical capabilities against

specific customer use case

• Refresh study results with

changing environment conditions

& paradigm shifts

Example – LM Visualization Evaluation with Gartner Alignment

Category / Critical Capabilities

1.0 - Business Intelligence & Analytic Platforms

1.1 - Enable

1.1.1 - Business Enablement

1.1.2 - Technical Enablement

1.2 - Produce

1.2.1 - Data Processing and Preparation

1.2.2 - Data Visualization and Interaction

1.2.3 - Data Analytics and Exploration

1.2.4 - Information Composition (Storytelling)

1.3 - Consume

1.3.1 - Information Publication and Consumption

…



Agenda







Plan to Succeed!

Identify where to start; develop a long term roadmap

1. Interview key business stakeholders.

Tip: Leverage the SAP BI /Analytics Strategy Self-

Assessment tool

2. Interview the “data oracles”

3. Document key use cases, owners,

and availability of data for each

business area.

4. Assign “back-of-napkin” priority and

business impact to key use cases.

5. Synthesize use case overlap and critical outliers

across multiple business areas.

6. For those use cases with most overlap and

greatest impact, chart functionalities against

available technology to execute.

7. Establish a cost and priority roadmap.

https://sap-bi-strategy-assessment.com/?register=true


Data: Prepare Your Data Foundation, and Make it User-

Friendly

• Assist in finding the right

sources.

• Manage metadata for ease of

consumption.

• Perform routine cleansing and

de-duplication.

• Promote to enterprise sources,

with views.

• Minimize moving/copying data

as much as possible.

• Make sure archived and

deleted information is

excluded.


Tools:

Facilitating Self-Service Success

• Know your users and required

functionality.

• Identify special requirements

beyond standard content.

• Choose BI tools that serve multiple

use cases.

• Converge administrative features

onto a single platform.

• BI on BI is key for self-service

success.


User Success Summary

• Identify highest-priority use cases and

immediately assign potential business

impact.

• Understand the spectrum of self-service

use cases and users.

• Don’t lose sight of the governance and

performance requirements for self-

service.


Takeaways

• Fold self-service into your larger

enterprise BI/Analytics strategy.

• Engage your BI/BACC for

governance, training and support.

• Make sure you have a data

foundation in place to support

access, volume, and performance.

• IT should offer agency-style

services to the business beyond

software environments.

Thank you!Pat Saporito

Sr. Dir., Global COE for Analytics

SAP

[email protected]

@patsaporito

Jay Riddle

SAP BI Solution Architect

Lockheed Martin

[email protected]

@jay_riddle

mailto:[email protected]


Additional Tips / Resources

• Run a holistic BI Strategy workshop: www.sap.com/bistrategy

• Establish your data strategy with an Information Governance Assessment

workshop. Start by using the online assessment tool. (IT-Project Managers,

Directors, LOB Leads).

• For super-fast deployment, try out Cloud for Analytics! (Designers and Analysts)

• Get ready for the newest innovations by upgrading to BI 4.2. Schedule a BI

Upgrade Technical workshop (IT-Project Managers, System

Administrators/Architects).

• Dive deeper with Lumira and Design Studio Technical 2-3 day workshop (BI

Administrators, Designers, and Analysts).

• Play with the sample datasets that ship with Lumira Desktop

• Check out tutorial videos on YouTube and SCN

http://www.sap.com/bistrategy

http://infogovtool.sap.com/

http://discover.sap.com/cloudforanalytics/en-us/index.html

https://www.youtube.com/playlist?list=PL-dgv8zqTTQ6RMTSXA847wmpuTSc7x_vw

https://scn.sap.com/docs/DOC-26507


Where to Find More Information

Lumira Main Site with Tutorials: http://saplumira.com

Lumira Official Product Tutorials: http://scn.sap.com/docs/DOC-26507

Lumira Extensions: http://www.sap.com/bi-partner-extensions

Lumira Blog: http://scn.sap.com/community/lumira/blog

Lumira on SCN: http://scn.sap.com/community/lumira

Lumira Enablement: http://scn.sap.com/docs/DOC-55921

Lumira Webinars: http://scn.sap.com/docs/DOC-52806

Lumira Roadmap http://service.sap.com/roadmaps * (then Analytics SAP Lumira)

* Requires login credentials to the SAP Service Marketplace

http://saplumira.com/

http://scn.sap.com/docs/DOC-26507

http://www.sap.com/bi-partner-extensions

http://scn.sap.com/community/lumira/blog

http://scn.sap.com/community/lumira



http://service.sap.com/roadmaps