1. Making the Case for Business Intelligence
Getting beyond the jargon to its relevance as the solution TO …

2. … to knowing where you are headed
Absent an “Oracle of Delphi”
You need to:
Know where you came from. (past / trends)
Know where you are. (present / status)
Have your own crystal ball, or magic mirror of intelligence into which you can gaze to know where you are going. (future / what if / forecast)

3. … to Management Challenges
Core product of a manager is decisions.
Quality of decisions are dependent upon:
Information quality, timeliness, availability
Information regarding outcomes
(Goals + Information) =
(Decisions + Actions)
Faster, better decisions & targeted action

4. … to Operational Challenges
As Above So Below….
Middle managers
Supervisors
Line Staff
All must constantly decide and act in the best interests of quality and efficiency
All need easy access to the information appropriate to their decision-making

5. …to Customer challenges
Satisfaction and retention
View into business conducted with you
Self-service, on-demand, inquiries
Presenting your best image to customers

6. … to other challenges Compliance Tracking Evaluating Reporting
Industry-specific issues
Remembering !

7. … to the toughest challenge of all
Generating and Delivering all of this critical Intelligence
Traditional reporting tools & methods
just can’t do it efficiently, if at all.

8. BUSINEss intelligence vs. reporting
Knowledge enables clear seeing.
Clear seeing is self-corrective.
Whatever you look at and measure tends to improve.
Everyone in an organization needs the best possible, and most relevant information.
Information matched to purpose is golden.
BUSINEss intelligence vs. reporting

9. Business Intelligence Basics
Refers to any information useful for business evaluation and decision making.
BI s/w is optimized to generate information from data by aggregating facts and measures according to various attributes and dimensions.
BI is presented in objects that simplify presentation of complex information into quickly and easily understood forms.

10. Information Tools Evolution
Automation captures endless details
Early systems spit details back out as:
Listings: detail or summary, with totals
Comparison and exception reports
Slow, static, dated, inflexible, generic, paper-based (public / not secure)
“Information” is often just too much data

11. Information Tools Evolution
Graphing products to visualize totals
Standalone, tedious to use, static, slow, dated, inflexible, generic, public …
Reporting Platforms to ease the burden...
a bit faster to develop – more of the same
Business Intelligence Tools
Data warehouses (ETL tools)
Aggregation Engines (optimized for BI)

12. Information Tools Evolution
Modern Business Intelligence
Largely screen-based
Immediate access / on-demand
Interactive
Flexible
Consolidates multiple data sources
Highly matched to purpose
Secure

13. Business Intelligence Platforms
Expose the data
(connectivity system)
Distill intelligence from the data
Design / processing / aggregation system
Deliver the intelligence
User interface and delivery mechanisms
Security at all 3 layers
Access, auditability, content filtering

14. BI Platform Differentiators
Cost
Complexity
Scalability
Security
ETL Methodology
Design Tools
Delivery Systems (host OS & application)
User Interface

15. The Case for Dynamic AI Very high productivity development tools
Negligible end user-training
Speed and ease of server deployment
Zero-configuration client deployment
No ETL step / real-time intelligence
100% Browser-based
Automated, interactive graphs
Scheduled or condition-based
Customizable via CSS and javascript
Extensive security
Single, central repository for reports, users, etc.

16. Seeing the big picture. Knowing when and where to look further.
Real world examples …

17. Static vs. Dynamic Interactive Document

24. KPI Dashboard: “cold – hot” & “pass – fail”

25. Top 10 Dashboard …

26. Multi-run Dashboard

27. Sales Rep. Period Peformance
This dashboard is made from 4 reports – 2 reports duplicated, one for the grid, one for the tile:
Sales for period.
Sales for year.
It runs the sales for period reports once for for each value in the Period drop down list.

29. Operational Intelligence… (sales reps.)

30. While I’m already looking at that…

31. Calendar magic …

33. Integration w/Apps & Web sites