Selecting BI Tool - Proof of Concept - Андрій Музичук

Selecting BI Tools: Proof Of Concept

presenter:

Andriy Muzychuk

Product manager at Malkos, PhD.

Agenda•Introduction

•Business Intelligence (BI) overview

Definition, history, BI today

BI components

•Business Performance Management (BPM)

and BI

•BI solution phases

•Proof of Concept (POC) for selecting BI tool

•Example

IntroductionChanging business environment and computerized support

Pre

ssure /

Opp

ortunities

Globalization

Customer Demand

Government regulation

Market Conditions

Competitions

...

Organization Responses

Decisions and

Supports

Strategy

Partners’ collaboration

Real-time response

Agility

Increased productivity

New vendors

New business models

...

Business Environment

Factors

Integrated computerized DS

BI

Analyze

Predictions

Decisions

BI Definition and Objectives

Business Intelligence (BI) is an umbrella term that combine architecture, tools, databases, analytical tools, application, and methodologies

BI main objectivesq To enable interactive access to dataq To enable manipulation of dataq To give ability to conduct appropriate analysis

BI History

“A broad category of applications and technologies for gathering, storing, analyzing, and providing access to data to help enterprise user to make better decisions”

- Gartner, 1990

2005s

BI

| EIS capabilities | Artificial capabilities| Power analytic

BI capabilities

Mid 1990s

BI

| EIS capabilities +

BI capabilities

Early 1980s

ExecutiveInformation

Systems

| Ad hoc reporting| Forecasting and

prediction| Trend Analysis| Drill down to details

EIS capabilities

1970s

ManagementInformation

Systems

| Static two dimensional reports

| No analytic capabilities

MIS capabilities

BI TodayQuerying and

reporting

Metadata DW

ETL

Datamarts

BI

DSS

Spreadsheet(MS Excel)

Portals

Predictive Analysis

Financial Reporting

OLAP

Dashboards and Scorecards

Workflow

Alerts and notification

Data and text mining

Performance Management

Corporate Performance Management (CPM)

- Gartner Group

Enterprise Performance Management (EPM)

- Oracle

Strategic Enterprise Management (SEM) - SAP

Business Performance Management (BPM) - BPM Standards GroupBPM refers to the business processes, methodologies,

metrics, and technologies used by enterprises to measure, monitoring, and manage business performance

- BPM Standards Group

BPM= BI + “Planning” - Calumo Group

BI Technology mapping

BPM

Developement

organic International

per

so

na

ls

ha

red

Scope

Organization BI

Team BI

Self Service

Personal BI

Self ServiceEasy discovery of dataSimple intuitive toolsAd hoc

BPMConsistent corporate definition of metrics, measures, KPICorporate policies and processes

A High-Level Architecture of BI

Data Sources

DW Environment

BA Environment

DW

Build the DWOrganizingSummarizingStandardizing

Business UsersAccess

Manipulate, results

Managers / Executives

BPM Strategies

User InterfaceBrowserPortalDashboard

Performance and Strategy

Business Analysis Types

reporting

ad hoc

presentation exploration discovery

passive

interactive

proactive

Predictive analysis

OLAP

Data mining

BI Solution Implementation Phases

Decision

Tuning Decision Model

Planning Implementation Testing Finalazing

Phase 3

∴ Implementation

Phase 2

∴ Collect requirements∴ Conduct POC

Phase 1

∴ Define KPI∴ Decide level of BI

> Reports> Dashboards> Analysis> Analytics

POC Implementation Phases

POC Phases Description

Finalizing documentsRecommendationsEvaluation bottlenecksRequirements mappingSummary report

Finalizing

Test work frame creationPrototype TestingPerformance testing result documenting

Testing

Environment settingPrototype developmentBI Tools best practicesPrototype requirements mapping

Implementation

Environment considerationCriteria selectionBI Vendor selectionPrototype planning- Reports objectives- Reports specificationsDeliverables planning

Planning

Summary Analysis ReportPrototype model implementation process descriptionOptimization capabilitiesBI Tools comparisonTest results

Proof Of Concept Phases

Tools comparison: Forester Research Inc.

Tools comparison: Gartner Group

Example: MicroStrategy dashboard

Example: PerformancePoint dashboard

Example: Business Objects dashboard

Example: POC Summary Report

Categories PerformancePoint Services

MicroStrategy Business Objects

Prototype Implementation

• Time Outlay• Design• Bottlenecks

Integrationwith SharePoint 2010

Toolscapabilities:• Functional• Optimization

Testperformance • Load Time• Drill Down

Tollcost

POC Summary

• Ability to test the solution in existing IT environment

• Increases the developers’ understanding of the

requirements before starting the real system

implementation

• Allows checking the design of all possible preselected

tools

• Allows testing the capability of the potential solution

provider: functionality, connectivity, usability and

performance of each BI tool

• Requirements can be tested and challenged

Thanks for attention!

Reference

1) Rita L. Sallam, James Richardson, John Hagerty, Bill Hostmann. Magic Quadrant for Business Intelligence Platforms // Gartner RAS Core Research Note G00210036 , 27 January 2011 (http://www.gartner.com/technology/media-products/reprints/tableau/vol2/article1/article1.html)2) Boris Evelson. The Forrester Wave™: Enterprise Business Intelligence Platforms, Q4 2010(http://www.microsoft.com/presspass/presskits/bi/docs/EnterpriseBIPlatformsq42010.pdf)3) Efraim Turban, Ramesh Sharda, Dursun Delen, David King, Janine E. Aronson. Business Intelligence. A managerial Approach. – 2nd ed. - 2011