claudia imhoff intelligent solutions, inc. august 8,...
TRANSCRIPT
Claudia Imhoff
Intelligent Solutions, Inc.
August 8, 2012
I Can’t Believe I Ate the Whole Thing! Making BI More Consumable
Sponsor
3
Speakers
Claudia Imhoff President and Founder,
Intelligent Solutions, Inc.
Brian Brinkmann Senior Director, Product
Marketing, MicroStrategy
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I Can’t Believe I Ate the Whole Thing! Making BI More Consumable
Claudia Imhoff, Ph.D.
Intelligent Solutions, Inc.
Phone: (303) 444-6650
Twitter: Claudia_Imhoff
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Topics
What is Self-Service BI?
Types of Information Workers
Architectural Components for Self-service BI
Best Practices for Information Consumption
5
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Self-Service BI: Definition
Self-service business intelligence consists of the facilities
within the BI environment that enable BI users to become
more self-reliant and less dependent on the IT organization
Self-service BI ≠ BI self sufficiency
6
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Drivers for Self-Service BI
Constantly changing business needs – 65%
Inability to match speed of business change
IT inability to satisfy new requests in timely manner – 57%
If IT cannot satisfy users fast enough, users will go around IT
Need to be a more analytics-driven organization – 54%
Users need more information faster
Slow or untimely access to information – 47%
Some users want unfettered access to data to create reports
Business user dissatisfaction with IT-delivered BI
capabilities – 34%
Long delivery times may result in BI capabilities that are no longer
relevant
7
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Drivers for Self-Service BI
Use of BI for decision making continues to be a high
priority for organizations
Recent survey1 of 2,500 CIOs showed that 83% of CIOs see BI
and analytics as how they will enhance their organizations’
competitiveness
But reach of BI is often restricted to those users with
experience to exploit analytics for business benefit*
59% of users say that they miss information that might be
of value to their jobs because they can not find it
27% of managers time is spent searching for information
50% say the information they obtain has no value to them
BI must be more easily understood and consumed!
1 “IBM Global CIO Study: The New Voice of the CIO”
8
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Topics
What is Self-Service BI?
Types of Information Workers
Architectural Components for Self-service BI
Best Practices for Information Consumption
9
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Information Producer
Improves business operations
and make tactical and strategic
decisions
Explores, analyzes, and
produces actionable BI
analytics
Builds customizable BI
components and publishes BI-
related information for use by
information consumers
Participates in self-service BI
governance committee
Users: power business users
and business analysts
10
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BI/DW Builder
Traditionally responsible for
building data warehouse and/or BI
solutions
Due to budget, resource, or priority
issues are often bottlenecks in
deploying BI
For DIY BI are responsible for:
• Providing access to source data,
ideally via common business views
• Developing customizable BI
components for use by other IWs
• Participating in self-service BI
governance committee
• Monitoring use of self-service BI
solutions by other IWs
Users: central/business unit IT,
information producers 11
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Information Consumer
Task-oriented business users who
consume BI to support day-to-day
operations
Gathers info to increase personal
knowledge, make decisions but
doesn’t have time, experience or
inclination to create needed inputs
Information may be delivered by:
• Operational applications, e.g.,
available services or products
• Analytical applications, e.g.,
report or dashboard
• Collaborative applications, e.g.,
e-mail, intelligent portal
Users: general public, customers,
partners, suppliers, employees 12
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Information Consumer
Largest audience for BI
Consists of non-technologists predominantly or those with little
time to produce reports or analytics
Woefully underserved in most BI environments
Environment is too complex
Not easy for information consumers to discover the information
needed for making decisions and taking effective actions
Business analytics should be as easy to consume as
applications are on the Apple iPhone
Put business analytics into a business context / make actionable
through use of alerts, recommendations, guided decision-making
workflows
13
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Types of Information Workers
Information Producers
(power business users & business analysts)
Information Collaborators
(subject matter experts & new/motivated IWs)
BI/DW Builders
(central/business unit IT)
Information Consumers
(task-oriented business users)
14
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Topics
What is Self-Service BI?
Types of Information Workers
Architectural Components for Self-service BI
Best Practices for Information Consumption
15
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Self-Service BI: Four Key
Architectural Components
Make it easy
to access
data
Make DW solutions
fast to deploy & easy
to manage
Make BI tools
easy to use
Make BI results
easy to consume
& enhance DIY BI
16
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Make DW Solutions Fast to
Deploy & Easy to Manage
Improves the productivity of both BI/DW builders and
information producers
Provides faster time to value
Enables applications to be built that were not possible with
earlier technologies
Enables a business unit to deploy its own solutions
Self-Service BI requirements:
Support lower-cost BI/DW solutions that are easy to administer
Provide good performance and scalability for complex analytical
workloads and high data volumes
17
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Make it Easy to Access Data
Improves the productivity of both BI/DW builders and
information producers
Enables self-service BI by enabling motivated information
consumers to become information producers
Self-Service BI Requirements:
Make dispersed data easy to access without IT assistance
Support new types of business data and business content
18
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Make BI Tools Easy to Use
Improves the productivity of BI/DW builders and
information producers
Enables self-service BI by allowing motivated information
consumers to become information producers
Self-Service BI Requirements:
Make it easy to report on and analyze data
Support more sophisticated analyses
Make results easy to publish in the required format
19
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Make BI Results Easy to
Consume & Enhance
Enables information consumers to be become more self-
reliant and make faster decisions
Allows information collaborators to improve information
content and enable more informed decision making
Self-Service BI requirements:
Easy to discover, access and share
Published to a device and through a user interface of choice
Personalized, actionable and easy to use format
Clear business definition and data lineage
Increase information content and context through IW interaction
and feedback, track IW interactions & decisions
20
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Information Supply Chain
21
Access Integrate
Manage
Analyze
Publish
Discover Enhance
Information Producer
Information Consumer
BI/DW Builder
BI/DW Builder
Information Producer
Make it easy to access data
(60%)
Make DW solutions easy & fast to deploy
(31%)
Make BI tools easy to use
(78%)
Make BI results easy to
consume & enhance
(56%)
Slide compliments of Colin White, BI Research
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Make BI Results Easy to
Consume & Enhance
Easy User Interface
Interface best suited to the user: rich desktop UI, web browser,
information portal, e-mail
Device best suited to the user: desktop PC, mobile device
Format best suited to the user: advanced visualization, desktop widget,
office document, PDF file
BI objects (e.g., analyses) and BI results easy to find: search
Business context: business glossary, data lineage
UI needs depend on user skills and level of interactivity required
Pull approach: search for and consume results; search for and run
analyses; drill-up/down & slice/dice results; use business context; use BI
automation (decision workflows)
Push approach: consume results, drill-up/down; use BI automation (alerts,
recommendations)
Collaboration: share results; collaborative decisions; enhance results
22
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Make BI Results Easy to
Consume & Enhance
Business Glossary
Puts BI results into a business context
Developed jointly by IT and the business
Taxonomy could be a starting point
Tagging and folksonomy can help extend the glossary
BI results should be linked directly to the glossary
Data Lineage Tracking
Enables results to tracked back to source systems
Should ideally be connected to the business glossary
23
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Make BI Results Easy to
Consume & Enhance
Automation makes BI results more actionable and enables
faster decision making
Examples of automated BI actions for consumers include:
Alerts
Recommendations
Decision analysis workflows
Full-automated actions
Alerts, recommendations and decision analysis workflows
can be generated by BI tools and applications
Fully automated actions (e.g., to prevent fraud) can
generated by embedding BI in operational processes
Level of automation – match skills/needs of consumers
24
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Self-Service BI: Topics
What is Self-Service BI?
Information Worker Requirements
Technology Solutions for Self-Service BI
Getting Started
25
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TDWI Survey Results:
Inhibitors to Self Service
26
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Customizable BI Components
– Great for Consumers
Parameterized reports that can be tailored to change the data content of the
report contents, but not its layout
Report templates that can be tailored to change report contents and layout
Stored analyses for reuse by other users
Stored analytic models that are used at runtime to produce predictive analytics
Dashboard analytics that can be customized and manipulated by users
Web widgets are small applications that can be installed and executed within a
web page by a user
Mashups that blend and analyze data from multiple sources and present the
results using a web widget
Analytic functions that provide sophisticated analytic capabilities for use in BI
analyses
Removes need for specialized skill sets!
27
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Best Practices for Information
Consumers
1. Don’t assume that simply installing easy-to-use BI tools
will make your environment self-service BI enabled
Support WYSIWYG design functions
Put analytics into business context / make actionable through use
of alerts, recommendations, guided decision-making workflows
Bottom line – your job is to make functions look easy, appealing
and understandable
2. Don’t give information consumers too much responsibility
Most really do not want entire responsibility for generating
information and reports – It is NOT part of their job
Strike a balance between self-service & IT-generated information
28
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Best Practices for Information
Consumers
3. Support collaborative business intelligence
Enable information consumers to easily share BI results and work
together to define new ways to view and analyze data
Use technology that they can understand and use easily – mimics
something familiar (Microsoft Office, for example)
4. Understand requirements of information consumers,
provide appropriate tools/reports/dashboards
Understand what consumers want to accomplish with BI –
motivations, skill sets, interests in SS BI
Most information users are consumers with little interest in creating
or generating own reports/queries, etc.
But be aware that information workers change roles frequently
29
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Best Practices for Information
Consumers
5. Create a starter set of standard BI components
Determine requirements to create library of standard BI
components
Make these customizable – these can replace 100’s of hard-coded,
customized reports and analyses
Makes the consumer feel like they really are self-sufficient – allows
them to pick and choose business attributes, KPIs, etc., to include
in reports
6. Allow DW system to be used with other sources of data
Extend BI environment to include “other” sources of data – e.g.,
consumer’s personal spreadsheets, unstructured data, etc.
Monitor their usage of these sources
30
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Best Practices for Information
Consumers
7. Buffer less experienced information workers from the
complexities of the BI environment
Use features such as web browsers, interactive graphics, wizards,
drop-down lists, prompts that guide through BI tasks
Adds to the flexibility of the overall BI environment
But beware – self-service BI is more than easy-to-use BI tools –
what’s intuitive to professional may not be intuitive to naïve user
8. Create easily configurable dashboards, distribution
mechanisms
Configurable dashboards using graphical drag and drop interfaces
Easy mechanisms to distribute personalized information to the
right users
31
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Conclusions
Information volumes and complexity are increasing
Many information consumers are unhappy with the tools
they have for accessing and consuming information
Many lack confidence in accuracy of information delivered
Business intelligence is used only by a fraction of business
users that could benefit from it
We need to make BI products more usable and
information more consumable
Research and develop best practices to ensure your
success in self-service BI
32
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Further Reading
33
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 34
Brian Brinkmann
Senior Director – Product Marketing
MicroStrategy Visual Insight
Self-Service Dashboards and Analytics Turning Information Consumers into Information Producers
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 35
Do-It-Yourself Dashboards
• Multiple Visualizations on a
single dashboard tab
• Visualizations can filter other
Visualizations
• Multiple datasets
MicroStrategy Visual Insight Makes it Faster and Simpler for Business People to Understand Data
Visual Data Discovery
• Intuitive Visualizations
• Easy to Use
• Powerful Analytics
1 2
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 36
Visual Data Discovery is an Emerging Style of BI That Empowers Business People to Conduct Analysis without IT Help
Familiarize Visualize Analyze &
Explore Insight
Finish Visual Data Discovery Start
Data
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 37
MicroStrategy Visual Insight Makes it Simpler for Business
People to Answer Their Questions
Graph
Matrix
Maps
Table or
Crosstab
Heatmaps
Density
Maps
Image
Layout
Network
Visualization
Pie
Compelling
Visualizations
Drill
Sort
Thresholds
Metrics
300+
Calculations
Rank Filters
Short Cut
Metrics
Intuitive
Analytics
Checkboxes
Radio
Buttons
Sliders
1234 Text Input
Simple
Interactions
Marquee / Lasso
Select
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 38
Dashboards
(the new Reporting) 1 1
1
Multiple Visualizations
on a Single Tab 1
MicroStrategy Visual Insight Empowers Business People to Build Their Own Dashboards in Minutes Without Help from IT
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 39
Dashboards
(the new Reporting) 1 1
1
Multiple Visualizations
on a Single Tab
Visualizations-to-
Visualization Targeted
Filtering
1
2
2
MicroStrategy Visual Insight Empowers Business People to Build Their Own Dashboards in Minutes Without Help from IT
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 40
1 1
1
Multiple
Datasets
Multiple Visualizations
on a Single Tab
Visualizations-to-
Visualization Targeted
Filtering
1
2
3
2
3 3
3
MicroStrategy Visual Insight Empowers Business People to Build Their Own Dashboards in Minutes Without Help from IT
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 41
Business People Create and
Publish Dashboards… …So Frontline Workers Gain
Valuable Business Insights
MicroStrategy Visual Insight Transforms Business People into Information Producers
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 42
MicroStrategy Visual Insight lets Business People Take and Interact with Data Anywhere
Web Browser Apple iPad
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 43
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is Powered by Visual Insight Gain New Insights about
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To
Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 44
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Claudia Imhoff
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