Selecting BI Tool - Proof of Concept - Андрій Музичук
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This document discusses selecting business intelligence (BI) tools and outlines the proof of concept (POC) process. It defines BI and its objectives to provide interactive data access, manipulation, and analysis. The document reviews BI history and components. It also discusses how a POC involves planning, implementing a prototype of shortlisted tools, testing performance, and finalizing with a report comparing tools. An example shows dashboards from different BI tools. The POC process helps evaluate tools' fit before full implementation.
Selecting BI Tool - Proof of Concept - Андрій Музичук
- 1. Selecting BI Tools: Proof Of Concept presenter: Andriy Muzychuk Product manager at Malkos, PhD.
- 2. 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
- 3. Introduction Changing business environment and computerized support Business Decisions Organization Environment and Responses Factors Supports Strategy Analyze Globalization Partners’ collaboration Predictions Customer Demand Opportunities Real-time response Decisions Government regulation Pressure / Agility Market Conditions Increased productivity Integrated Competitions computerized DS New vendors ... New business models BI ...
- 4. BI Definition and Objectives Business Intelligence (BI) is an umbrella term that combine architecture, tools, databases, analytical tools, application, and methodologies BI main objectives q To enable interactive access to data q To enable manipulation of data q To give ability to conduct appropriate analysis
- 5. BI History 1970s Early 1980s Mid 1990s 2005s Management Executive Information Information BI BI Systems Systems MIS capabilities EIS capabilities BI capabilities BI capabilities | Ad hoc reporting | Static two dimensional | Forecasting and | EIS capabilities reports prediction | EIS capabilities + | Artificial capabilities | No analytic | Trend Analysis | Power analytic capabilities | Drill down to details “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
- 6. BI Today Querying and ETL reporting Metadata DW DSS Financial Reporting Datamarts Spreadsheet OLAP (MS Excel) Dashboards and Scorecards BI Workflow Alerts and Portals notification Data and text Predictive mining Analysis
- 7. Performance Management Corporate Performance Management - Gartner Group (CPM) Enterprise Performance Management - Oracle (EPM) Strategic Enterprise Management (SEM) - SAP Business Performance Management (BPM) - BPM Standards BPM refers to the business processes, methodologies, Group metrics, and technologies used by enterprises to measure, monitoring, and manage business performance - BPM Standards Group BPM= BI + “Planning” - Calumo Group
- 8. BI Technology mapping Scope BPM Consistent corporate BPM definition of metrics, shared Organization BI measures, KPI Corporate policies and processes Team BI Self Service personal Self Service Easy discovery of data Personal BI Simple intuitive tools Developement Ad hoc organic International
- 9. A High-Level Architecture of BI DW BA Performance Environment Environment and Strategy Data Sources Build the DW Business Users Managers / Executives Organizing Access DW Summarizing Manipulate, BPM Strategies Standardizing results User Interface Browser Portal Dashboard
- 10. Business Analysis Types Predictive analysis proactive Data mining OLAP interactive ad hoc passive reporting presentation exploration discovery
- 11. BI Solution Implementation Phases Phase 1 Phase 2 Phase 3 ∴ Define KPI ∴ Decide level of BI ∴ Collect requirements > Reports ∴ Implementation ∴ Conduct POC > Dashboards > Analysis > Analytics POC Implementation Phases Planning Implementation Testing Finalazing Decision Tuning Decision Model
- 12. POC Phases Description Proof Of Concept Phases Planning Implementation Testing Finalizing Environment consideration Criteria selection Environment setting Finalizing documents Test work frame creation BI Vendor selection Prototype development Recommendations Prototype Testing Prototype planning BI Tools best practices Evaluation bottlenecks Performance testing result - Reports objectives Prototype requirements Requirements mapping documenting - Reports specifications mapping Summary report Deliverables planning Summary Analysis Report Prototype model implementation process description Optimization capabilities BI Tools comparison Test results
- 13. Tools comparison: Forester Research Inc.
- 14. Tools comparison: Gartner Group
- 17. Example: Business Objects dashboard
- 18. Example: POC Summary Report Categories Performance MicroStrategy BusinessObjects PointServices Prototype Implementation • Time Outlay • Design • Bottlenecks Integrationwith SharePoint 2010 Toolscapabilities: • Functional • Optimization T performance est • Load Time • Drill Down Tollcost
- 19. 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
- 21. 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/ar ) 2) Boris Evelson. The Forrester Wave™: Enterprise Business Intelligence Platforms, Q4 2010 (http:// www.microsoft.com/presspass/presskits/bi/docs/EnterpriseBIPlatforms ) 3) Efraim Turban, Ramesh Sharda, Dursun Delen, David King, Janine E. Aronson. Business Intelligence. A managerial Approach. – 2nd ed. - 2011