Power BI Self-Service BI Strategy

Younes EDDAOUDI

Nicolas SANH

About us

Younes EDDAOUDI

Practice Manager Power BI

Younes Eddaoudi

@yeddBI

Nicolas SANH

Practice Manager Microsoft

Nicolas Sanh

@Gnico7

Summary1) What is Self-Service BI ?

2) Power BI Adoption

3) Self-Service BI Strategya) Governance

b) Roles and responsibilities

c) Delivery approaches

d) Security standards

e) Sharing & Collaboration

f) Guidelines & Support

4) Customers feedbacksa) GRTgaz

b) Coface

5) Conclusion

What is Self-Service BI ?

Today, BI extends to everyone

Everyone

Analyst to end user

IT to end user

2nd waveSelf-service BI

1st waveTechnical BI

3rd waveEnd user BI

Technical BI – User complaints

“I need more autonomy”

“I am not able to to use

my own data in reports”“The Time-To-Market is too

long!”

“The provided solutions

are too complex”

“The solutions are

old-school although

there are lots of new

tools available on the

market!”

“Self-service BI is defined here as end users designing and deploying their own reports and analyses within an approved and supported architectureand tools portfolio.”

Source: Gartner

Self-Service BI

Power BI

Local DataGroup

Data

Power UsersDesigned for advanced business users.

Self-Service BI approach▪ Data Mashup & Modeling

▪ Create your own reports

Familiar user interface (Office look-alike layout)

Easy to connect your data

Power BI Adoption

Stages of Adoption

Proof-of-Concept

Validate Power BI

as your reporting

tool

Governance

Define your Self-

Service BI strategy

Roll out

Deploy & Handle

Change Management

Support

End-users support

Community management

About the Proof-of-Concept phase …In

puts

& S

cope • Define the Data sources

that will be used for the POC

• Define the POC Scope = Limited Data Perimeter

• Identify who is providing the data source access information's or the flat files needed for the POC

Popula

tion • Define the key business

users who will participate to the POC Workshops

• Identify the final population of end users that will be targeted by the POC result

Goals

& O

bje

ctives • Mimic the idea into a test

environment and validate the concept

• Define the Technical Goals : like a connection to a specific data source type

• Define the Business Goals : like designing sexy reports for a specific Business use case

Proof-of-concept timeline

Kick-Off Workshops Presentation Validation

Self-Service BI Strategy

Self-Service BI Strategy

▪ Self-Service BI success has to be planned.

▪ A tailor-made strategy for each enterprise.

▪ Main goals of self-service BI strategy:

▪ Avoid uncontrolled proliferation of BI Apps

▪ Define & implement clear process

▪ Help users for a better adoption

▪ Reduce security risks

Important Governance considerations

Decide upfront by defining a complete Self-Service BI Strategy

Publish to web

Custom visuals

Audit logs

Secure data uploaded to the service

Publish data to the entire organisation

Share content to external users

Keys to success

Power BI Governance Process

Delivery Process & Approaches

Security Standards

Guidelines & Support

Sharing & Collaborating

Roles & Responsibilities

SSBI Strategy

Power BI Governance

▪ Tenant Settings

▪ Roles and Responsibilities

▪ Enterprise Gateways

▪ Sharing & Collaboration Guidelines

▪ Determine initial principles and goals

▪ Clarify ownerships of business information and content

Power BI Governance

EDW

BUSINESS UNIT

DASHBOARDS, KPIS

& SCORECARDS

DEPARTMENTAL, TEAM

OR GROUP REPORTING

PROJECT REPORTING

PERSONAL REPORTING

Power BI Governance

▪ Power BI Audit Logs: Collection of activities users

are performing inside the Power BI service

▪ Usage

▪ Security

▪ Performance

▪ Enable in the SharePoint Admin Portal

▪ 24 to 48 hours for the logs to show up

Power BI Governance

▪ List all relevant data.

▪ Serve all users.

▪ Give all information about which data to use, for

which business need and how to access it.

▪ Help improve quality and security.

Roles & Responsibilities

Everyone has a role to play :

Corporate Management Committee

BI Team and IT

Business & Power Users

End Users

Every enterprise is unique: those roles can vary from one to another.

Delivery ApproachesThree Power BI Delivery approaches

Ownership Transfer

Over time, certain self-service solutions deemed as critical to the business may transfer ownership and maintenance to IT. It’s also possible for business users to adopt a prototype created by IT.

Business-Led

Self-Service BI

• Bottom-Up Approach

• Analysis using any type of data

source; emphasis on data

exploration and freedom to

innovate

• Ownership:

• Business supports all elements of

the solution

• Scope of Power BI use by

business users: Data preparation,

data modeling, report creation &

execution

• Governed by: Business

IT-Managed

Self-Service BI

• Blended Approach

• A “managed” approach where in

reporting utilizes only

predefined/governed data sources

• Ownership:

• IT: data + semantic layer

• Business: reports

• Scope of Power BI use by

business users: Creation of

reports and dashboards

• Governed by:

• IT: data + semantic layer

• Business: reports

Corporate BI

• Top-Down Approach

• Utilization of reports and

dashboards published by IT for

business users to consume

• Ownership:

• IT supports all elements of the

solution

• Scope of Power BI use by

business users: Execution of

published reports

• Governed by: IT

Delivery Approaches

Security

Support

Data Refresh

Size Limitations

Security Standards

▪ Check that Power users are aware of security impacts

▪ Communicate and support Power users to build secure

Power BI solutions

▪ Identify sensitive data sources according to the enterprise

security standards

▪ Disable all tenant settings that do not match enterprise

security standards

▪ Publish-to-web, share to external users ...

Sharing & Collaborating

▪ Adopt best practices to share and collaborate

▪ Share accordingly to roles and responsibilities

▪ Exclusively use App Workspaces for collaboration

▪ Use Apps for distribution purpose

▪ Identify other sharing needs like: Static PPT, embedding

Power BI in a website, Publish-to-web, alerts

Create Collaborate Distribute

Guidelines & Support

Change

management

To guide and help users

work with and adopt

efficiently Power BI

(Branding, colors, BPA, …)

Trainings

Support

Guidelines &

User guides

Webinars and community

animation on several

subjects : Import Vs Live,

Enterprise Branding, DAX

functions, …)

Training sessions to help

new Power Users on-

board on Power BI and

adopt BPA

Realtime Support

Enterprise Gateway

Management

Issues resolution

Minor enhancements

Customer feedback

GRTgaz

About GRTgaz

• Created in 2005

• Among the European leaders in the gas transportation industry

• Purposes▪ Transport natural gas in the most secure, cost-

effective and reliable way

▪ Provide gas to customers directly tied to the transportation network

▪ Expand the gas transportation network

A few figures …

2B€+ revenue

3000+ employees

800+ industrial customers

GRTgaz and Business Intelligence …

Smart Data

Experiences

Smart Data Offer

was born!Smart Data joins

the DataLab team

CCBI & DataLab

merge

October, 2014 January, 2014 July, 2016

2012

CCBI : First Microsoft

BI Project (V-Cycle) July, 2017

GRTgaz’s DataLab: ambition & purpose

INNOVATION,

TEST & LEARN

COHERENCEin the IT Data Offer

AGILITYEnd-to-end

DATA EXPERTISE

Team knowledge and skills improvements and

continuation

Ambition …

Enhance GRTgaz performances by taking advantages

of its data and developing an agile mindset

Purpose …

Make GRTgaz aware of the value of data through experimentations.

DataLab Scope

Data Science:

Mathematics and

statistics

modelization of

business use cases

Data Gathering,

Storage and

Modelization

Definition Data Governance

guidelines and animation de la démarche GDD

Maintenance,

continuity and

evolutions of

existing applications

Technology watch

on innovative tools

and methods that

can make GRTgaz

more competitive

Support for Data Quality matters

Acculturation on Data

matters, consulting

and data exploration

and visualization tools

training delivered to

GRTgaz business users

Support to get

expression of

requirements

Visual and

interactive

Dashboarding with

added-value

DataLabapproach for Self Service BI1. Experimentations

2. Reach your users and grow

3. Engage with your users

Step 1: Workshop experimentations

Purpose

Verify if the Self Service BI tools will help GRTgaz users’ to be more efficient through the DataLab coaching.

Scope

Selected beta-testers (business users) from various businesses:

• Finance

• Human resources

• Operation

• Marketing …

Step 1: Workshop experimentations

Method

• Each user come with its data.

• Face-to-Face workshops with a Data Visualization consultant.

Purpose

• Understand the business needs

• Show Power BI capabilities to the users using their data

• Quickly react thanks to the face-to-face format

• Design and create a solution that the user can re-create and maintain by himself

• If possible, the user shall be autonomous to create, update and share his work at the end of the sprint.

Step 1: Workshop experimentations

About responsibility …

Self-Service BI goal: the business user is fully autonomous (no IT help):

• Automatic or manual data refresh

• Ability to modify the report himself (most of the time)

However, IT may have to keep responsibility on the product in some cases:

• Big data volumes / Historization

• High refresh rate / Complex real-time processing and reporting

• Support

• Advanced Security

• Complex modifications

Step 2: Reach your users and grow

After GRTgaz’s direction validated the DataLab offer, the DataLab needed to:

• Reach the users to promote the offer

• Scale the team to fit the business needs backlog. Start small, grow big!

Step 2: Reach your users and grow

Internal newsletter / mailing

Internal blog / Intranet site

Enterprise Social Network

Direct contact with the Business Relationship Managers

Internal exhibition (SI Days, Wake-Hub)

Step 3: Engage with your users

Business users trainings

Internal Power BI users groups with Yammer

Step 3: Engage with your usersBusiness users trainings

• 2 to 4-hour format

• Power BI presentation

• Hands-on-Labs

• Generic Sample Data

• Specific business users data (requires preparation)

• End of workshop

• Gathering user feedback

• Invite users to the Yammer group

• Provide training material

Step 3: Engage with your users

Power BI User Group in Yammer !

• News sharing (updates and new features)

• Tips sharing

• Request help from the DataLabor other users

October 2017: first

SI Days sessions!

About Power BI licensing

• Starting with Power BI Pro trial

• June 2017: Power BI Premium + 100 Power BI Pro for content creators.

• February 2018:

• All internal users are covered by Office 365 E5 licenses (Skype ToIP).

• External users are covered by Power BI Pro standalone licenses.

• No more Power BI Premium.

Where are we now?

• GRTgaz has all kind of reporting use cases, fromPersonal Reporting to EDW withPower BI or SSRS.

• Many Self-Service BI initiatives!

• Governance can be improved.

• For Power BI IT usecases (EDW based), GRTgaz lacks two things:• Enterprise Data Gateway

• SSAS Live Connection (SQL Server 2008 R2 legacy BI)

Next steps

• Governance concerns (avoiding data replicas, sharing to external users, handling GDPR …)

• Add Power BI content in the global GRTgaz FAQ / Knowledge Base section.

• Provide advanced Power BI trainings to the users.

• Install Power BI Data Gateway.

• Migrate business and BI applications to the cloud (with SQL Server 2008 R2 > 2017)

Customer feedback

Coface

About Coface group

• Created in 1946

• Among world leaders in credit insurance and risk management

• Four Coface Pillars :▪ Business Risk Expertise

▪ Protection against unpaid bills

▪ Securing sales around the world

▪ Financial strength

A few figures …

1354,6 M€

4100+ employees

100+ Countries

SSBI Project Timeline

• Launch Coface Fit to

Win Plan

Sept. 2016

• Data visualization

Benchmark with

GARTNER

• Power BI POC

Dec. 2016• Launch Coface Self-

Service BI Project

• Training sessions for

Coface Reporting

Team

March. 2017

• Deployment of the

1st part of the

project on Portfolios

and Risks

Jun. 2017• Definition &

Validation of Self-

Service BI group

Strategy

Oct. 2018

Groupe Project SSBI Architecture

Coface – Roles & Responsibilities

Actors:

Managers (geographical and business)

Role:

┃Consumption of Apps (Dashboards & Reports)

┃Personal BI : Create Reports on Data files (Excel, CSV) on Power BI.com

Population : 500

Regular users

Actors:

Reporting Experts (Group & Regional Referents)

Role:

┃Create and modify datasets

┃Create, modify and share dashboards/reports

┃Publish regional apps

Population : around 50

Actors:

Coface Reporting team

Role:

┃create and modify datasets

┃create, modify and share dashboards/reports

┃Publish official apps

┃Create and Modify official Analysis Services Cubes

┃Follow up Coface Power BI Usages statistics

┃Manage users rights

Actors:

DSI Administrators

Role:

┃Manage and Administrate the Power BI Data Gateway

┃Add and modify Gateway’s Data sources

┃Manage Microsoft Infrastructure,

┃Licenses contract management and grant licenses according to data team requests

IT TeamSuper users Data M. Team

Coface – Delivery Approaches

•Business Proof of Concept

•Based on a limited data perimeter

Super User

Power BI Desktop

Only Manual Refresh Automatic PBI Refresh

•Automatic Refresh using the unified Coface Data Gateway

•A security layer using RLS

•A full industrial Project with an unified semantic layer with all needed data and calculations

Super User Data M. Team Super User Data M. Team

Power BI Desktop

Live Connection

IT

Automatic PBI Refresh

Pilot / POC Industrial PBI Project

Change Management

▪ A global change management plan have been set up

during the first months of the self-service BI project

▪ Training sessions for Coface Reporting Team during

the first phase of the project

▪ Several training sessions for Super users to help them

in the process of Power BI usage and adoption

▪ Community animation thought Webinars and Yammer

group

▪ More than 15 Webinars have been delivered to

Regular and Super users all around the world about

topics such as “Start on Power BI”, “Data sources

Guidelines”, …

▪ New webinars planed for each new project

deployment for the targeted population

Next steps

• Add new data perimeters in

the group Tabular model

• Grow the support team in

order to increase reactivity and

offer Realtime support to users

• Continue animating the Power

BI Coface community via

webinars and Yammer group

Conclusion

Conclusion

Collaborative

Approach

Tailor-maid Self-

Service BI Strategy

Business & IT

involvement

Successful Self-Service BI Project

Proper Governance

Processes

Resources

• Power BI Whitepapers

• Power BI Adoption Framework: Adoption Webinar

• Power Adoption Framework : Governance Webinar