Sunz 2010 Diy Bi The Way To Go

DIY BI - The way to go!

Wouter de Vos

SUNZ 2010 – Wouter de Vos 2

SUNZ 2010 – Wouter de Vos

About our users• Needs of our users

– Empowered to make timely decisions

– Interconnected pieces of information

– Easy UI

• Culture– Change mind set of our users

– Fish for themselves

– Supported via training and communication

• Composition of our users– From Top to frontline staff

– Varied analytical & technical capabilities

– Catering for this wide-ranging skill set is of utmost importance

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SUNZ 2010 – Wouter de Vos

Elements in creating Self-service BI• Existing reporting landscape was analysed• User analysis, Requirements analysis, Identified Technology to suit existing

architecture and modes of access• Roadmap, phased rollout plan, training strategy, timing & cost• Prioritisation• Using the tools are easy, training in understanding the Data Models are key to

success• Save as...

– Pre-built reports– Filters– Excel SAS AMO cannot use prompts, E.g. Region = Auckland, Region = Wellington– Encouraging users to use “standard” tested reports

• A logo to ensure correct use

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SUNZ 2010 – Wouter de Vos

Solution basics• An Intuitive Information delivery layer

– Metadata Business model,

– Pre-defined standardized WRS reports,

– Excel (AMO) pre-built workbooks using SAS InfoMaps & Stored Processes,

– Wiki pages with extensive information on all layers of the EDW and Reporting

– Custom built Scorecards & Portlets grouped according to subject area

• A common DI & BI infrastructure consisting of robust data models• People, namely

– BI Champions,

– Focused Business,

– ICT EDW staff including a dedicated Training specialist

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SUNZ 2010 – Wouter de Vos

Portal Subject Area page with WRV Reports

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SUNZ 2010 – Wouter de Vos

InfoMap with many Filters

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SUNZ 2010 – Wouter de Vos

Bridging some difficulties• Complex infrastructure• Resistance of users to self help• Diversity of our users and the level of technical competency. • To bridge these problems we offer the following:

– Access to information via SAS E.G.

– Access to information via SAS InfoMaps through EXCEL (AMO)

– Access to pre-build standardized reports in WRV/WRS built on SAS InfoMaps

– Access to pre-built Reports using Stored Process via the Portal / Excel & SAS E.G.

– Access to dashboards built using Custom Built Portlets via the Portal.

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SUNZ 2010 – Wouter de Vos

Our BI Champions• Necessary to develop and maintain information management resources

other than the system itself.

• The conduit between the EDW and the business.  

• Pivotal to long term success

• Have day-to-day insight into the running of the business, either as Tenancy Managers, Asset Analyst or various other vital roles within HNZC.

• Have a virtual reporting line to the EDW Project Manager for the 20% of time that they undertake BI Champion functions.

• Training staff to become self serving in terms of information, has: – Developed Business Intelligence (BI) Champions, – Targeted delivery to appropriate staff, – Enabled Layered learning– Good staff development strategy

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SUNZ 2010 – Wouter de Vos

Some of the Benefits of having Self-service BI

• Better control over usage of data• Improved reporting quality• Reduction in number of reports in the Portal• Reduction in ad-hoc requests by 35%• Get results faster, respond to market

opportunities better

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SUNZ 2010 – Wouter de Vos

Areas for improvement• Further explore ways of making information easier to interpret and

to access.• New ways of getting the information must be found, for instance a

good search engine and more visualization tools. (FAQ linked to reports)

• Improved communication of EDW updates, namely when data has been updated

• More support for the BI Champions, i.e. people that they can talk to when they are stuck.

• More BI Champion workshops (at least every 6 months) to share information, get some training and talk to the ICT Team.

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SUNZ 2010 – Wouter de Vos

FAQ page with links to reports containing answers

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SUNZ 2010 – Wouter de Vos

Conclusion• Implementing a Self service BI platform in the EDW is

not an easy task. • Collaboration, training and a great deal of planning.• Defining a common vision of the end-result is paramount

to the success of the solution.• The benefits of self-service are substantial and is a true

empowerment of staff. • The need for intuitive data models are  amplified and the

demand for ad-hoc information reduced when users “do it themselves”!

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Wouter de Vos

Mobile 021 128 2013

[email protected]