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Gloria J. Miller Dr. Andreas Eckert MaxMetrics GmbH October 16, 2008 The Role of the BI Competency Center in Maximizing Organizational Performance

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Gloria J. MillerDr. Andreas Eckert

MaxMetrics GmbHOctober 16, 2008

The Role of the BI Competency Center in Maximizing Organizational Performance

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Topics

– The Role of the BI Competency Center– Responsibilites within the BICC– Case Study– BICC Survey– Next Steps

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Topics

– The Role of the BI Competency Center– Responsibilites within the BICC– Case Study– BICC Survey– Next Steps

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Business Intelligence

“BI describes a set of concepts and methods to improve business decision making by using fact-based support systems.” (Powers, 2003)

“Business intelligence is the use of informationthat enables organizations to best decide on, measure, manage and optimize performance to achieve efficiency and financial benefit.”(Gartner, 2006)

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

The BI Competency Center is a

1. central or virtual 2. cross-functional team (business, IT,

analyst)3. that is responsible for the strategy

and effective use of BI4. across the organization and to5. change the mindset of the

organizational leaders.

5

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Exploiting BI by using a BICCInfrastructure & Processes

6

Data Sources

Data MartStaging

ODS

Core DataWarehouse

Metadata ManagementBusiness MetadataTechnical Metadata

End-User Access

ReportingData A

ccess Architecture

Ad-Hoc Query

OLAP / Analytical

Discovery & Mining

Search &Navigation

Por

tal A

rchi

tect

ure

Extract Transform Load

Connect ConnectTransform and RouteData Cleansing

EA

IETL

Operations ArchitectureCapacity Plan Monitoring/TuningBackup ArchiveError HandlingAuditTransport Batch &

Scheduling

Enterprise

eCommerce

Knowledge Management

External

ManualEntry

BI Data Governance Steward & OwnershipBusiness Value Data Strategy

Policies & ProcessesData Architecture Business User

Change MgmtData

Standards

Data Warehouse Architecture

Metadata Repository

Security Architecture

Population Architecture

Distrib. server

Partially missing Often not covered at all

Source: Customer Case Study

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Exploiting BI by using a BICCFrom project to process orientation

Process is driven by business decision-making

Project is driven by an IT implementation

Projects Processes

Each request has a start and end date

Request are issued on-going and serviced until completion

People are temporarily assigned for duration of the project

People permanently available as long as function exists

Performance is measured by on-time, on budget delivery at the right quality(scope)

Performance is measured by meeting service level agreements and benefits realization

7

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Exploiting BI by using a BICCHaving the right people

Architecture

User Interface

Business Processes

TechnicalIntegration

Project &Program Management

NeedsRequirementsBusiness

Integration

Data Modeling

Query, Analysis & Reporting

8

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Exploiting BI by using a BICC Changing culture & leadership mind-set• Cross-organizational information is a must for effective

management• Value is gained through sharing (data, competency,

communication)• Data quality is a business issue• The value from a coordinated approach (BI + BICC) can

be financially beneficial

9

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Topics

– The Role of the BI Competency Center– Responsibilites within the BICC– Case Study– BICC Survey– Next Steps

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

BICC Responsibilities

11

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Topics

– The Role of the BI Competency Center– Responsibilites within the BICC– Case Study– BICC Survey– Next Steps

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Business Intelligence Competency Center

• Industry– Banking

• BICC Mission

– Get the right information to the right people at the right time– Turn data into intelligence that everyone in organization can trust and use for

more effective decision making

• Reporting lines– Reports to Deputy CEO – CIO in separate organization

Source: Customer Case Study

13

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Main Reasons for BICC kick-off

• Improve the data quality and information consistency

• Build the common data dictionary and enterprise data model

• Align BI related projects and programs (CRMS, DWH, ALM,…)

• Coordinate the demand management in information processing

• Support of new Customer Intelligence Initiative

• Regulatory and Compliance requirements (MIFID, Basel 2,…)

14

Source: Customer Case Study

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Responsibility splitting for metadata

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Data Warehousing Team Business UnitsBICC

Normalized LayerAggregation Layer

Business Rules Reports & Analysis

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

BICU Org. Chart Step 1

Deliverables•BI Strategy, Concept & Management. •Data Stewardship (Data governance, Enterprise data dictionary)•Metadata & Data Quality management

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Source: Customer Case Study

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

BICU Org. Chart - Step 2BICC Manager

BICU Manager- intake & prioritization- requirements definition

Chief Data StewaredaBI Data governance

1xP Knowledge officer, 1x P Technical consultant

Education & Technology tools

support- training- knowledge sharing- ad hoc tools support

Current 7902Information quality

- manual adjustments- dimensions updating- data quality monitoring- inconsistency solution direction

1xP Analytical coordinatorAdvanced analysis

- data mining- information preparation- ad hoc reports

Part-time matrix teamMetadata

Management- data dictionary- mapping definition

Deliverables•BI Strategy & Concept & Management•Data Stewardship (Data governance,

Enterprise data dictionary)•Metadata & Data Quality management•BI solutions and projects

quality assurance (+alignment)•Advanced Analytics support •BI Training & Communication 17

Source: Customer Case Study

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

BICU Org. chart - Step 3

Deliverables•BI Strategy & Concept & Management•Data Stewardship (Data governance,

Enterprise data dictionary)•BI solutions and projects delivery &

Quality Assurance•Metadata & Data Quality management•Training & Communication•Advanced Analytics support team •Reporting support team coordination

18

Source: Customer Case Study

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Topics

– The Role of the BI Competency Center– Responsibilites within the BICC– Case Study– BICC Survey– Next Steps

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

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The Modern BI OrganizationResults from a global internet survey across 50 countries and 30 industries augmented with executive interviews

May 2008

Gloria J. Miller, Maxmetrics & Dr. Thomas D. Queisser, Troy University

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Benefits of the BICC

21

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Topics

– The Role of the BI Competency Center– Responsibilites within the BICC– Case Study– BICC Survey– Next Steps

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Some Best Practices -- Getting started with a BICC

• Talk to executives: what makes it important to them?• BICC has to be initiated from the executive level• Assign a business-oriented BICC Manager• Communicate with all levels of people – staff, business units,

executives• Define structure, responsibilities to fit organizational situation• The BI Platform matters – breath, depth – great fit for SAS• Deploy standards to simplify IT infrastructure• Ensure shared accountability in business metrics between

business units, IT, and BICC• Include business, IT, and executives in governance processes

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© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

BI Strategy Assessment

24BI Strategy

SurveyResults

© Copyright 2008 MaxMetrics GmbH and its affiliated companies.

Thank you!