leveraging ecm capabilities for bi delivery the bi competency center can leverage ecm & bi tools...

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Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect Microsoft

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ECM Technology for BI Delivery ECM tools are increasingly used as the platform for BI delivery. Initially this has taken the form of securing BI content and wrapping reporting and analytics in In this video we look briefly at: – Examples of successful ideas emerging for BI delivery in the context of an organisation’s ECM tools. – Selected metrics for tracking BICC success in these sorts of delivery. ECM capabilities mentioned are broadly supported by a variety of ECM platforms including SharePoint.

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Page 1: Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect

Leveraging ECM Capabilities for BI DeliveryThe BI Competency Center can leverage ECM & BI tools together to enhance & track delivery.

Rupert NicolayArchitectMicrosoft

Page 2: Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect

Organisational Alignment for broad-based BI delivery

• Organisational structures are evolving to satisfy demands to take BI to a broader audience.

• Analyst recommendations suggest the establishment of a BI Competency Centre (‘BICC’)– BICCs in practice appear to include BI analysts and

many virtual team members from business.

Page 3: Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect

ECM Technology for BI Delivery

• ECM tools are increasingly used as the platform for BI delivery. Initially this has taken the form of securing BI content and wrapping reporting and analytics in

• In this video we look briefly at:– Examples of successful ideas emerging for BI delivery in

the context of an organisation’s ECM tools.– Selected metrics for tracking BICC success in these sorts

of delivery.• ECM capabilities mentioned are broadly supported by

a variety of ECM platforms including SharePoint.

Page 4: Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect

Commonly used now for BI Can be leveraged to enhance BI delivery

Page 5: Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect

BI in the ECM context - examples

• Consider adopting existing organisational ECM metadata standards for BI information :

– Information security classification– Data Quality related metadata

• Attach to reports, analytics, requests for reports• Move beyond assumption of perfect accuracy in all

reporting• Particular useful in near real-time scenarios

• Apply information policies to static BI content once delivered.

Page 6: Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect

• Track evolving complex measure and dimension term definitions in wikis.

• Attach discussion, tagging and rating capabilities to more complex dashboards.

• Manage requests to the BICC through the portal using workflow and forms; integrate request status feedback into the overall BI portal.

• Specialised requirements may be met by mashing up BI & OLTP data (retrieved using business data connectivity)

BI in the ECM context - examples

Page 7: Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect

BICC Delivery Metrics

• Success measurement (BI about BI) often appears neglected in BICC delivery arrangements.

• Use usage tracking & survey capabilities to understand consumption and demand and in particular to measure:– BI Delivery relevance– Levels of accuracy demanded (and delivered)– BICC workload & turnaround times– User ability to self-service

Page 8: Leveraging ECM Capabilities for BI Delivery The BI Competency Center can leverage ECM & BI tools together to enhance & track delivery. Rupert Nicolay Architect

© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.