Enable Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc.

Agenda 1.The user perspective 2.Data stewardship 3.Program governance 4.User support 5.Public relations 6.Executive sponsorship 7.Workload balancing

The User Perspective Lack of familiarity Disbelief Lack of understanding Training, support and workload issues Looking for the deeper meaning

Activate the Users User Roles and Responsibilities: Attending training before receiving an ID to BI Browsing the technical and business metadata for information on data sourcing and data definitions Providing feedback to the BI build team

Have a Data Stewardship Program “One” per major business subject area in BI Or prospectively in the future in BI Business role

Data Steward Roles and Responsibilities Designing the transformation rules Contributing business metadata Understanding new usage needs Supporting the user community Data quality

Who determines the transformation rules that determine the look of business intelligence data? A.Business intelligence ETL architect B.Business intelligence data modeler C.Data stewards from the business D.Data stewards from information technology E.Business SMEs F.We don’t design and/or transform our BI data G.Combination of business and IT H.Don’t know

BI Program Governance Interest in major additions of usage, subject areas and data sources should be brokered by this committee if any of: Perceived ROI is used as a driver for company efforts and therefore a forum is needed to confirm and refine these estimates Limited budget or people resources Expansion of data and data uses may strain the scalability of the environment

BI Program Governance Team Director, VP-level in data steward areas Present and future data stewardship areas BI management team

All Users get Training Before Receiving an ID Schedule it quarterly Taught ½ by IT, ½ by Business

Training Agenda IT led Backgrounder – How we got here Technology components overview Generic tool training Subject area orientation and data model How to use the metadata How to access IT support

Training Agenda Business/Data Steward led How to USE the data for business gain How to access business support

User Support Plan 24 X 7 rotation: immediate response ETL, DBA, system administration functions Escalation plans for non-response Key vendors: DBMS, ETL, Data Access Business hours on-call: data stewards Business hours clearing of intranet queries

Have a BI Public Relations Program Branding name Culture understands BI is center for corporate data Common elevator knowledge intra-and inter-team and users Subject-area orientation Common file server and intranet

Public Relations User /voic lists Outage notifications Planned and actual enhancements Improve the capture and clearing of BI requirements Intranet page Data model Q&A forums

Executive Sponsorship and High Visibility BI must have visible support at C-Level Business role EVP – marketing, finance, sales, product management Strive for recognized BI contribution to company’s most egregious challenges

Executive Sponsorship Roles and Duties Knowledge of BI systems Leadership in corporate governance Knowledge of shop BI environment Keeping BI out of internal cross-fire

Major enhancements Comes under project procedures Minor enhancements Comes under customer service request procedures Errors and “How to” Comes under service-level agreement procedures Three Types of Work Orders Allocate some measure of each iteration to minor enhancements (“Stack”)

Errors, Major and Minor Enhancements Errors and “How to” Help Desk? System Admin Errors Minor Enhancements SLAs Needed BI Dev Team BI Advisory Major Enhancements Users

Business Intelligence Iteration Plan Phase 6 June 2004 September 2004 December 2004 Phase 7 Phase 8 Planning for Phase 7 Planning for Phase 8 March 2004

Project Procedures – Timelines REQUIREMENTS N-4x days N-4x days IDENTIFY POTENTIALS IDENTIFY POTENTIALS N-4x days N-4x days BEGIN ITERATION N-0 days SCOPE N-3x days N-3x days PRIORITIZE N-2x days N-2x days DETAILED REQUIREMENTS DETAILED REQUIREMENTS N-2x days N-2x days SIGN OFF N-7 days N-7 days This completes the PLANNING Phase of a Project

Business Intelligence Process Model Testing and Quality Assurance Physical Design ETL Build and Test End-user Access Layer Build User Acceptance Logical Modeling Technical Architecture Application Design Source to Target Maps Build Plan Readiness Assessment Prioritization Analysis Source System Analysis Team Roles Assignment Requirements Definition PlanningArchitectureImplementation

Enabling Business Intelligence Across the Enterprise William McKnight McKnight Associates, Inc. (214)