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BI Implementation Best Practices
Gera Mats
Practice Lead – SAP
1
© 2011 SAP AG. All rights reserved. 2Internal
Agenda
Customer Use Case
Achieving business value
Other strategies for success
© 2011 SAP AG. All rights reserved. 3Internal
BI Success Rate Then & Now
In 2003-4 Gartner had reported that ‘More than 50% of BI
Projects will fail to meet business expectations’. ..
Today?
Through 2014 ‘…less than 30% of BI Projects will meet
business expectations’
70% or more will fail!
© 2011 SAP AG. All rights reserved. 4Internal
• The following issues were identified
• Senior leadership (CFO) is complaining
about lack of BI reports
• Linkages are missing between Business
Opportunity and BI Delivery Approaches
• Users are settling for dumping data to
excel for analysis
• No BI Competency Center and BI
governance strategy
• Reporting tools are not leveraged
appropriately
• Some country-level reporting is not
available and long turnaround times are
required
• No mobile strategy
• Users empowered with business relevant
analytics for critical decisions
• Alignment of analytics, business process,
and technology to enable simplification
• SAP BusinessObjects Business
Intelligence platform and mobility fully
leveraged
• Best practices adopted for report and
dashboard design
• Knowledge transfer and education driving
BI adoption across the business
• Business Intelligence Strategy implemented
with a self-sufficient BICC
• Analytics found via any mobile device
(iOS/Android/Blackberry)
Customer Case Study: Current State and Future Vision
THE PAST and Current State… THE FUTURE…
© 2011 SAP AG. All rights reserved. 5Internal
Steps to achieving Customer’s reporting and analytics
goals
1) Refocus – (Deliver on Project Commitments)
2) Monetize – (Align Analytics with Business Members & Their Needs)
© 2011 SAP AG. All rights reserved. 6Internal
Achieving Business Value from your BI (IT) Projects
• Define early what it means to “meet business expectations”
• Constantly involve representative(s) from the business
• Set up weekly, bi-weekly reviews with business representatives
• Evolve business users from a “reporting mind-set” to an
“analytic” mindset and if you can to an “informatics” mindset
• Business understanding of the “art of the possible” did not
evolve with the evolution of the BI possibilities today
© 2011 SAP AG. All rights reserved. 7Internal
#. Create a BICC because it
sounds cool
© 2011 SAP AG. All rights reserved. 8Internal
Evolutionary Process to Establishing BICC
As additional projects roll in, the need for
centralized support and well-defined process
becomes KEY to maintaining success
Standards, Best practices and proper resources
lead by the BICC will:
Lower Cost of Ownership
Increased Project Efficiency
Increased User Satisfaction and Deliverable Quality
BI Competency Center
1st Project Maintain / Optimize
5th Project Maintain / Optimize
NumberofRequests
Adoption Curve
Enterprise
Departmental
5th Project – Lose Control – Over budget - Incomplete
54h Project – no priorities
3rd Project BICC Evolving
No Standards, Best practices and resources
changing without Knowledge transfer - No BICC will:
Increased Cost of Ownership
Increased Project In-Efficiency
Decreased User Satisfaction and Deliverable Quality
As additional projects roll in, the need for
centralized support and well-defined process
becomes KEY to maintaining success
BICC Evolving
2nd
Project
No BI Competency Center – “Get it done mentality”
BI Implementation Framework
2nd Project Maintain / Optimize
4th Project
3rd
Project
Maintain / Optimize
Maintain / Optimize
Time/Cost
© 2011 SAP AG. All rights reserved. 9Internal
#. Become one with the end
user
© 2011 SAP AG. All rights reserved. 10Internal
Work with the end user to understand their true needs
© 2011 SAP AG. All rights reserved. 11Internal
#. Educate
© 2011 SAP AG. All rights reserved. 12Internal
Training and Education
• Training
• Start ASAP
• Software 1GB -> 4GB
• Workshops
• Demos
• Analytics training
• Example
• KM – Three Elements
• Enabling Environment
• Knowledge Stock
• Knowledge Practices
“…60% of satisfaction with business benefits realized from KM concepts…..”
© 2011 SAP AG. All rights reserved. 13Internal
#. Involve IT from day 1
© 2011 SAP AG. All rights reserved. 14Internal
IT must be involved
© 2011 SAP AG. All rights reserved. 15Internal
#. Don’t underestimate
technical issues
© 2011 SAP AG. All rights reserved. 16Internal
Track and follow technical issues!
• Track/follow up on
technical issues!
• Technical issues
• Timelines
• Preparation
• Executive Sponsor
awareness
• Control
© 2011 SAP AG. All rights reserved. 17Internal
#. Anticipate development
needs
© 2011 SAP AG. All rights reserved. 18Internal
Understand what is needed from development!
• Dashboard
• What type of
information will we
need to display?
• How does this
impact my
development?
• How does this
impact my data
model?
© 2011 SAP AG. All rights reserved. 19Internal
#. Modeling is still critical
© 2011 SAP AG. All rights reserved. 20Internal
EDW vs FEDW
• We hear “single version of the truth”
• FEDW gives all benefits of a EDW but goes even further
• Difficult to implement
• Common semantic definitions & standards = “single version of the truth”
© 2011 SAP AG. All rights reserved. 21Internal
#. Innovate
© 2011 SAP AG. All rights reserved. 22Internal
Innovate, embrace, collaborate, explore!
Embrace new technologies Mobility
Collaboration Investigation through analytics
© 2011 SAP AG. All rights reserved. 23Internal
Action NOW
In 2003-4 Gartner had reported that ‘More than 50% of BI
Projects will fail to meet business expectations’. ..
Today?
Through 2014 ‘…less than 30% of BI Projects will not meet
business expectations’
70% or higher will succeed!
© 2011 SAP AG. All rights reserved. 24Internal
Thank you!

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Best Practices for BI Implementations

  • 1. BI Implementation Best Practices Gera Mats Practice Lead – SAP 1
  • 2. © 2011 SAP AG. All rights reserved. 2Internal Agenda Customer Use Case Achieving business value Other strategies for success
  • 3. © 2011 SAP AG. All rights reserved. 3Internal BI Success Rate Then & Now In 2003-4 Gartner had reported that ‘More than 50% of BI Projects will fail to meet business expectations’. .. Today? Through 2014 ‘…less than 30% of BI Projects will meet business expectations’ 70% or more will fail!
  • 4. © 2011 SAP AG. All rights reserved. 4Internal • The following issues were identified • Senior leadership (CFO) is complaining about lack of BI reports • Linkages are missing between Business Opportunity and BI Delivery Approaches • Users are settling for dumping data to excel for analysis • No BI Competency Center and BI governance strategy • Reporting tools are not leveraged appropriately • Some country-level reporting is not available and long turnaround times are required • No mobile strategy • Users empowered with business relevant analytics for critical decisions • Alignment of analytics, business process, and technology to enable simplification • SAP BusinessObjects Business Intelligence platform and mobility fully leveraged • Best practices adopted for report and dashboard design • Knowledge transfer and education driving BI adoption across the business • Business Intelligence Strategy implemented with a self-sufficient BICC • Analytics found via any mobile device (iOS/Android/Blackberry) Customer Case Study: Current State and Future Vision THE PAST and Current State… THE FUTURE…
  • 5. © 2011 SAP AG. All rights reserved. 5Internal Steps to achieving Customer’s reporting and analytics goals 1) Refocus – (Deliver on Project Commitments) 2) Monetize – (Align Analytics with Business Members & Their Needs)
  • 6. © 2011 SAP AG. All rights reserved. 6Internal Achieving Business Value from your BI (IT) Projects • Define early what it means to “meet business expectations” • Constantly involve representative(s) from the business • Set up weekly, bi-weekly reviews with business representatives • Evolve business users from a “reporting mind-set” to an “analytic” mindset and if you can to an “informatics” mindset • Business understanding of the “art of the possible” did not evolve with the evolution of the BI possibilities today
  • 7. © 2011 SAP AG. All rights reserved. 7Internal #. Create a BICC because it sounds cool
  • 8. © 2011 SAP AG. All rights reserved. 8Internal Evolutionary Process to Establishing BICC As additional projects roll in, the need for centralized support and well-defined process becomes KEY to maintaining success Standards, Best practices and proper resources lead by the BICC will: Lower Cost of Ownership Increased Project Efficiency Increased User Satisfaction and Deliverable Quality BI Competency Center 1st Project Maintain / Optimize 5th Project Maintain / Optimize NumberofRequests Adoption Curve Enterprise Departmental 5th Project – Lose Control – Over budget - Incomplete 54h Project – no priorities 3rd Project BICC Evolving No Standards, Best practices and resources changing without Knowledge transfer - No BICC will: Increased Cost of Ownership Increased Project In-Efficiency Decreased User Satisfaction and Deliverable Quality As additional projects roll in, the need for centralized support and well-defined process becomes KEY to maintaining success BICC Evolving 2nd Project No BI Competency Center – “Get it done mentality” BI Implementation Framework 2nd Project Maintain / Optimize 4th Project 3rd Project Maintain / Optimize Maintain / Optimize Time/Cost
  • 9. © 2011 SAP AG. All rights reserved. 9Internal #. Become one with the end user
  • 10. © 2011 SAP AG. All rights reserved. 10Internal Work with the end user to understand their true needs
  • 11. © 2011 SAP AG. All rights reserved. 11Internal #. Educate
  • 12. © 2011 SAP AG. All rights reserved. 12Internal Training and Education • Training • Start ASAP • Software 1GB -> 4GB • Workshops • Demos • Analytics training • Example • KM – Three Elements • Enabling Environment • Knowledge Stock • Knowledge Practices “…60% of satisfaction with business benefits realized from KM concepts…..”
  • 13. © 2011 SAP AG. All rights reserved. 13Internal #. Involve IT from day 1
  • 14. © 2011 SAP AG. All rights reserved. 14Internal IT must be involved
  • 15. © 2011 SAP AG. All rights reserved. 15Internal #. Don’t underestimate technical issues
  • 16. © 2011 SAP AG. All rights reserved. 16Internal Track and follow technical issues! • Track/follow up on technical issues! • Technical issues • Timelines • Preparation • Executive Sponsor awareness • Control
  • 17. © 2011 SAP AG. All rights reserved. 17Internal #. Anticipate development needs
  • 18. © 2011 SAP AG. All rights reserved. 18Internal Understand what is needed from development! • Dashboard • What type of information will we need to display? • How does this impact my development? • How does this impact my data model?
  • 19. © 2011 SAP AG. All rights reserved. 19Internal #. Modeling is still critical
  • 20. © 2011 SAP AG. All rights reserved. 20Internal EDW vs FEDW • We hear “single version of the truth” • FEDW gives all benefits of a EDW but goes even further • Difficult to implement • Common semantic definitions & standards = “single version of the truth”
  • 21. © 2011 SAP AG. All rights reserved. 21Internal #. Innovate
  • 22. © 2011 SAP AG. All rights reserved. 22Internal Innovate, embrace, collaborate, explore! Embrace new technologies Mobility Collaboration Investigation through analytics
  • 23. © 2011 SAP AG. All rights reserved. 23Internal Action NOW In 2003-4 Gartner had reported that ‘More than 50% of BI Projects will fail to meet business expectations’. .. Today? Through 2014 ‘…less than 30% of BI Projects will not meet business expectations’ 70% or higher will succeed!
  • 24. © 2011 SAP AG. All rights reserved. 24Internal Thank you!