Jerry Singer Director – Data Management Services ACT- UCSD Jerry Singer Director – Data Management Services ACT- UCSD 1

Managed Self-Service BI Overview  Definition: managed facilities that empower BI users to become more self-reliant and less dependent on central IT  Primary Objectives: ◦ Agility to respond to changing requirements ◦ Quick to market ◦ Lower costs ◦ Clearer definition of roles with emphasis on individual strengths ◦ Improve access to source data ◦ Facilitate data governance and collaboration ◦ Centrally control tool set and enterprise data ◦ Reduce toolset learning curve ◦ Provide function rich BI tools with current state capabilities  Competing forces: ◦ Need for IT to control the creation and distribution of BI assets ◦ Demand from information workers to have freedom and flexibility without requiring IT help 2

Self-Service BI Imperatives SS BI Make BI tools easy to use Make BI results easy to consume and enhance Make DW solutions fast to deploy and easy to manage Make it easy to access source data 3

Drivers for SS BI Implementation – TDWI 2011 Survey 4

Desired Improvements of SS BI Implementation 5

SS BI Roles  Power User (Producer): ◦ Build dashboards and templates ◦ Produce actionable analytics ◦ Participate/Lead governance  Consumer: ◦ Task oriented – support day to day operations ◦ Need to easily consume BI and make tactical decisions  Collaborator: ◦ Improve knowledge content ◦ Use collaborative sources  BI/DW Builder: ◦ Supports infrastructure including administration ◦ Provide access mechanisms to source data ◦ Monitor environment ◦ Master level understanding of toolset 6

BI Supply Chain 7

Roles in Relationship to Supply Chain and Objectives 8

Organizational Considerations  Governance: ◦ Toolset and deliverables feedback ◦ Change management ◦ Reusability ◦ Standards, guidelines  IT Role: ◦ Monitoring ◦ Oversight  Departmental Role: ◦ Access and Security ◦ Requirements and Design  SS BI is part of expanded technology set  Understand Business Users: ◦ Consumers ◦ Producers ◦ Collaborators 9

Inhibitors to SS BI 10

Recommendations  Installing easy-to-use BI tools doesn’t create SS BI  IT must monitor SS BI environment  Support collaborative BI  Start with friendly collaborators with current need  Establish governance  Reuse deliverables  Release toolset functionality incrementally  Create starter set of standard reports, analyses, and widgets  Provide training and sandbox environments  Enable data federation to include DW source  IT must come from mastery for toolset 11