How to Implement a BI Program in your Organization Presented By: Sandy N. Steward, Langley Federal Credit Union Keith Taylor, SNL Financial
You Need a BI Program If… • You have a ton of data but no real information • I.T. is the bottleneck for all reporting • It takes your Excel spreadsheets 20 minutes to open • Impossible or extremely difficult to join data from different sources • A pie chart delivers your Call Report data
How Do You Start? Define your vision before you decide on a solution or even begin to bring technology into the picture.
Step 1: Choose a Sponsor •C-level •Does not have to be the CIO •Governs the program implementation
Step 2: Common Definitions • Agree on standard definitions • Engage Subject Matter Experts (SME’s) • Start small • 10 – 20 KPI’s • Create standards and governance
Step 3: Your BI Stack • Conduct an inventory and review of all the analytics tools used within your organization • What is your existing ‘BI Stack’? • Identify strengths and weaknesses of the solutions/tools
Step 4: Staff Assessment • Staffing • What skills does your current staff possess in the area of Business Intelligence? • Where/what are the skills gaps? • Figure out what talent you will need and where they will reside • Develop a staffing plan • What will happen to existing staff
Step 5: Business Engagement • Involve the Business Units • Find out about their challenges and pain points • Know their mission and initiatives – what they care about • Don’t focus on the Business Intelligence solution • Identify and partner with a primary user that Business Intelligence will help
Step 6: Infrastructure • Server requirements • Storage Requirements • Data Duplication • Data source • Data Warehouse • Data Retention
Step 7: What Do the Users Need? • Strategic • Executive; C-Level; Decision Makers • Tactical • Management; Decision Makers Under Fire • Operational • Front Line Staff
Step 8: Buy or Build? • Remember: One size DOES NOT fit all! • Take your current environment into consideration. • Requirements Gathering is critical! • Adequate Staff/Experience • Staff Turnover/Support
Function Architect Design/Develop Models SNL Financial Analysis, Online Analytical Reporting & Responsibility Processing (OLAP) BI Developer / Dashboards Analyst ‘Cubes’ BI Application, SSRS, Tableau Role Langley FCU Data Warehouse RDMS Operational Databases DBA Meridian Link, FICS, Akcelerant, etc… SQL Application A database management software application Server System Administrator Physical or virtual device located in a Data Center
Step 9: Define Your BI Stack • Analysis Services • OLAP • Data Mining • Reporting Services • Dashboards • Reports • Integration Services • Master Data Management • Metadata Management • Data Cleansing/Data Quality
Step 10: Define Your BI Stack The tools you use to manage your data! http://www.masventa.eu/fileadmin/user_upload/media/pdf_en/Course_TR_BI_002_Microsoft_BI_Stack.pdf
Step 11: Actionable Steps • Home Runs: Think big, Start small, Deliver quickly • Select high-value, simple projects to begin • Proof of Concept • Pick some of your pre-defined KPI’s and build some reports • Produce new reports/deliverables every few weeks
References • Wachstock, Michal. (5/15/2015). 5 Signs Your Business Needs Business Intelligence [blog]. Retrieved from https://www.sisense.com/blog/5-signs-your-business-needs-business-intelligence/ • Daniel, Diann. (10/22/2007). 10 Keys to a Successful Business Intelligence Strategy [article]. Retrieved from http://www.cio.com/article/2437838/business-intelligence/10-keys-to-a-successful-business- intelligence-strategy.html • Daniel, Diann. (11/5/2007). The Secret to Successful Business Intelligence: A Top-Notch Data Warehouse [article]. Retrieved from http://www.cio.com/article/2437721/business-intelligence/the-secret-to- successful-business-intelligence--a-top-notch-data-warehouse.html • The Microsoft BI Stack, A Seamless Business Intelligence System [website]. Retrieved from http://www.masventa.eu/fileadmin/user_upload/media/pdf_en/Course_TR_BI_002_Microsoft_BI_Stack.p df
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