beyond the box
TEAM
Business Intelligence -
A Practical Perspective
Team Computers & MAIA Intelligence
5 November 2011 Team Computers & MAIA Intelligence
Gartner:
BI is #1 priority for CIOs
5 November 2011 Team Computers & MAIA Intelligence
Business Intelligence Software
Market in India
• Indian market for Business Intelligence (BI) is growing at a
CAGR of 27 percent and is expected to be $ 17 million market
by end-2007 – An IDC Report
BI Software Investment Contribution
19%
35%
10%
15%
21%
BFSI Telecom Manufacturing Services (Majorly ITES) Others
5 November 2011 Team Computers & MAIA Intelligence
What is Business Intelligence?
• Business Intelligence is a Business Management
term!
- Wikipedia
• BI : Info on factors affecting business –
– Metrics on Sales, Production, Internal operations
– Trends of Metrics
• This Info helps makes better decisions
BI => BI Tools and Techniques!
5 November 2011 Team Computers & MAIA Intelligence
What does Business Intelligence
Software Actually include?
• Data mining Software
• End-User Query
• Reporting Software
• Analytics Software
• Packaged Data Mart / Datawarehouse
• ETL Tools
5 November 2011 Team Computers & MAIA Intelligence
What Tool / Technology is good?
• What tools are available?
• What works for us?
• What is required for us?
• How much of D.A.R can be handled by various
tools?
The Maze!
5 November 2011 Team Computers & MAIA Intelligence
The Maze!
BI Tools
Business Analysis
Enterprise Application Integration
Predictive Modeling
Web Enabling
Ad Hoc Reporting ERP
Work Flow
Isolated Point Solutions
Distributed Data Integration
CRM
Reporting
Data Accuracy
Training
5 November 2011 Team Computers & MAIA Intelligence
Any Map for the Territory?
• A model for understanding the IT and BI Space would
help
• Data Collection from Transactions and Reporting
requirements are two axes of the IT initiatives
• Budget, Time, Business Needs, Technology Available and
Skilled Manpower all influence decisions taken
5 November 2011 Team Computers & MAIA Intelligence
The IT-BI Space
Accurate
Business
Reporting
Insight for
Interactive Adhoc Visual reporting Decision
Making and
Improvement
Operational Business
Intelligence
Statutory
Data Warehouse
Data
Integration
Accounting
Initial Full Fledged ERP
Stages of Isolated Systems
Operational For Few Areas
Establishment
More Accurate, More Cleaner and Internally Consistent
5 November 2011
Data Collection
Team Computers & MAIA Intelligence
The BI Audience
Requires Dashboards
Requires Analytics
Requires
Reporting
5 November 2011 Team Computers & MAIA Intelligence
The BI Value Proposition
Predictive Intelligent
Interactions
(Data Mining)
Forecasting
Fact-Based Actions
(OLAP/In-Memory,
Statistics )
Analysis
Performance Are there any potential out-of-stock
Increasing Value
Management situations region warehouse wise?
(KPI, Guided
Analytics)
Reporting
How is the business doing
Slice/Dice
compared to last year? Compared
Ad-hoc Query,
BI Tools to plan?
Can I understand my gross
margin return on space?
Transactional
Reporting
How are my export and domestic sales doing
Generational Step
5 November 2011 Team Computers & MAIA Intelligence
BI – Traditional Models
Non-OLAP
Data Models
(Programming, Real time
Visual Query Reporting
Tools,
In-Memory, etc)
5 November 2011 Team Computers & MAIA Intelligence
BI – User Perspective
• Reporting
– Regular Mass Information Dissemination in a standard format
• Analytics
– Slicing and Dicing with visual feedback and interactivity.
– Mainly for the Middle Management – for Tactical Decisions and to
guide Strategic Decisions
• Dashboards
– Quick Distilled Snapshots, highlighting the key Indices, for Instant
Decision Making
• D.A.R. - Perfect combination of Data Distribution and Understanding of
Information
5 November 2011 Team Computers & MAIA Intelligence
Today’s Reporting facts…
• Limited standard reports in applications like ERP, CRM, SCM
etc – Time consuming scripting for additional reports
• Availability of only Static reports – No analysis possible
• For analysis & intelligence, export to Excel – Chances of data
corruption and data manipulation
5 November 2011 Team Computers & MAIA Intelligence
Today’s Reporting Facts
Contd…
• Multiple Data sources – Single view not possible
• Tactical & Strategic Business Intelligence for top management –
After-the-fact reports and analysis
• Adhoc and enhancement requests from business users –
Productivity loss of IT resources
Solution : Operational Business Intelligence & Reporting
5 November 2011 Team Computers & MAIA Intelligence
Reporting – Considerations
• Reporting technologies
– Designed for information distribution
• Ad-Hoc or Pre-Defined?
• During-The-Fact (Real-Time) or After-The-Fact
– Transactional (or) Past Data
• Presentation
– Graphical or Tabular / Textual
• Navigability Across Reports
– Drill Through, Drill Across
5 November 2011 Team Computers & MAIA Intelligence
BI – Next Generation BI Flow
Operational
Business Intelligence
Easy-to-use
Front-end for
Business users
Supporting Business Activity Monitoring (BAM)
5 November 2011 Team Computers & MAIA Intelligence
Navigable Reports - Interactive
5 November 2011 Team Computers & MAIA Intelligence
Navigable Reports – Slice & Dice
5 November 2011 Team Computers & MAIA Intelligence
Analytics
Designed for Understanding
• Analytics needs to facilitate:
– Inspection
– Exploration and
– Question/Answer Probing
that coincide with the human process of assimilating data.
• Explore Freely
– Observe – Identify new relationships/dependencies/patterns – New
Understanding – New Decisions/Actions
• Swim Freely in the Multi-Dimensional DataSpace:
– Customer ->Products -> Sales Person -> Other Products -> Other
Customers -> Geography -> Best Selling Product -> …
• Think-as-you-analyse and Analyse-as-you-think
Benefits of Navigable Reports
5 November 2011 Team Computers & MAIA Intelligence
Graphical Analytics
Non-hierarchical Slice & Dice
5 November 2011 Team Computers & MAIA Intelligence
Dashboards – Interactive
5 November 2011 Team Computers & MAIA Intelligence
Advanced Analytics
– Mining & Models
• Modeling
– Descriptive and Predictive Models
• Famous Examples
– Beer and Nappies – Market Basket Analysis
– Chrysler – Identification of new patterns
• Typical Requirements
– Model to predict Attrition
– Model to decide credit limits for a credit card applicant
• Needed for a small percentage of Research users
• Models developed here are used in Operation Control
– Risk Models
– Cash Flow Models
– Queuing Models
– Stochastic Models … etc
5 November 2011 Team Computers & MAIA Intelligence
So What is Business Intelligence?
• It includes everything :
– Ad Hoc, Interactive, Visual Reporting
– Interactive Analysis
– What-if Analysis
– Descriptive and Predictive Modeling
• Need to define ways of inducting BI
• Every company needs a customized approach
Well where BI can help?
5 November 2011 Team Computers & MAIA Intelligence
Business Challenges
Competition Market Volatility
Customer
Management
Manpower TECHNOLOGY Consolidation
Transaction
Volume
Government Suppliers
Reforms
5 November 2011 Team Computers & MAIA Intelligence
Today’s Business Pressures
Rapidly Changing Conditions Accountability, Transparency
• How can I accelerate my planning • How do I comply with corporate
and decision cycles? governance requirements?
• How do I monitor conditions and • How can I ensure accurate, timely
take early corrective action? reporting?
Sales Marketing Plan &
Model
Credit Risk
Finance Service Execute
Human Report &
Resources Project Mgmt
Analyze
Ineffective Decision Support Efficiency & Cost Control
• How do I filter extraneous data • How can I sustain / improve
and focus on relevant information? profitability?
• How can I access and rationalize • How do I keep information
disparate, fragmented data? current?
5 November 2011 Team Computers & MAIA Intelligence
Corporate Performance
Management
‘Corporate Performance Management (CPM)
is using right tools of
Business Intelligence (BI)
for monitoring and managing
an
organization's performance, using appropriate
Key Performance Indicators (KPIs)
5 November 2011 Team Computers & MAIA Intelligence
CPM Framework
C3 : Communication, Comprehension, Control
5 November 2011 Team Computers & MAIA Intelligence
Initiating CPM
• Integrate and take advantage of existing IT assets
• Identify the data integration strategy
• Identify a Business Intelligence strategy (Operational + Tactical)
• Blending Business Intelligence with elements of planning, budgeting and
appropriate-time monitoring
• Identify measurable Business Performance Parameters (BPP)
• Peg operational data with BPP
• Improve and simplify pegging continuously
5 November 2011 Team Computers & MAIA Intelligence
Enterprise Information
The Framework
Rudder
External Board, Investor and Shareholder View of Enterprise Extranet
Guidance
Users Disclosure, Compliance, Guidance, Profitability, Corporate Affairs External Data
Everyday Enterprise Activity Synchronization and Monitoring Live Feeds
Collaborative Peer Data
For Managers Market Data
Tasks, Workflow, Common Calendar & Issue Log Research Reports
Dashboards Balanced Strategy Review
Propeller
Performance
Management (KRA/KPI) Scorecards Map Actions
For All Users
Unified View of Enterprise
New
Tactical Compliance Performance Business Market Process
Reporting Creation
Reporting Analysis Analysis Analysis
& Unified
View for All Unification of Data from Multiple Systems (ETL and Common Data Model)
External Data
Transaction & Other Industry Specific White Space
Operational
ERP SCM CRM HR FA SFA
Transaction System
Reporting for Applications
Line Managers
Unified or Disparate Transaction Systems
5 November 2011 Team Computers & MAIA Intelligence
Business Intelligence
Is the Purpose of IT.
5 November 2011 Team Computers & MAIA Intelligence