Hodge's Head of Business Intelligence Kevin Crowley presenting how to implement a Business Intelligence Strategy, presented at the CIM Analytics Masterclass

1. DEVELOPING A
BI STRATEGY
KEVIN CROWLEY
CIM ANALYTICS MASTERCLASS
19TH JUNE 2018

2. CONTEN
TS
Introduction & Context
BI Strategy Approach
Key Principles3
2
1
Summary4

3. 3
BUSINESS INTELLIGENCE (BI) IS THE PROCESS OF COLLECTING
BUSINESS DATA AND TURNING IT INTO INFORMATION THAT IS
MEANINGFUL AND ACTIONABLE TOWARDS A STRATEGIC GOAL.
WHAT IS BI?
DATA
Signals, No Insight
INFORMATION
Useful, Organised, Structured
KNOWLEDGE
Contextual, Learning
WISDOM
Integrated, Actionable
SOURCES:
BI: HTTPS://WWW.LOGIANALYTICS.COM/RESOURCES/BI-
ENCYCLOPEDIA/BUSINESS-INTELLIGENCE/
DIKW: https://en.wikipedia.org/wiki/DIKW_pyramid

4. 4

5. BI
OBJECTIVES
Business
Objective
s
BI
Objective
s
Phase 1
Review
Phase 2
Data
Warehous
e
Phase 2
Consolida
te
Phase 3
Implemen
t
Phase 4
Improve
DRIVE STRATEGY BASED ON DATA-DRIVEN
DECISIONS
DEVELOP A PERFORMANCE-ORIENTED
CULTURE
DRIVE IMPROVED COMMERCIAL
PERFORMANCE
1
2
3
BI OBJECTIVES

6. BI STRATEGY PHASES -
OBJECTIVES
Business
Objective
s
BI
Objective
s
Phase 1
Review
Phase 2
Data
Warehous
e
Phase 3
Consolida
te
Phase 4
Implemen
t
Phase 5
Improve
 PHASE 1
• UNDERSTAND THE ‘AS IS’ POSITION AND
FORM A VIEW OF THE ‘TO BE’ VISION

7. BI STRATEGY PHASES -
OBJECTIVES
Business
Objective
s
BI
Objective
s
Phase 1
Review
Phase 2
Data
Warehous
e
Phase 3
Consolida
te
Phase 4
Implemen
t
Phase 5
Improve
 PHASE 1
• UNDERSTAND THE ‘AS IS’ POSITION AND
FORM A VIEW OF THE ‘TO BE’ VISION
 PHASE 2
• TO PROVIDE THE BUSINESS WITH A SINGLE
REPOSITORY FOR REPORTING AND ANALYSIS

8. BI STRATEGY PHASES -
OBJECTIVES
Business
Objective
s
BI
Objective
s
Phase 1
Review
Phase 2
Data
Warehous
e
Phase 3
Consolida
te
Phase 4
Implemen
t
Phase 5
Improve
 PHASE 1
• UNDERSTAND THE ‘AS IS’ POSITION AND
FORM A VIEW OF THE ‘TO BE’ VISION
 PHASE 2
• TO PROVIDE THE BUSINESS WITH A SINGLE
REPOSITORY FOR REPORTING AND ANALYSIS
 PHASE 3
• TO PROVIDE A CENTRAL AREA OF EXPERTISE
FOR THE DISTRIBUTION OF MI REPORTING

9. BI STRATEGY PHASES -
OBJECTIVES
Business
Objective
s
BI
Objective
s
Phase 1
Review
Phase 2
Data
Warehous
e
Phase 3
Consolida
te
Phase 4
Implemen
t
Phase 5
Improve
 PHASE 1
• UNDERSTAND THE ‘AS IS’ POSITION AND
FORM A VIEW OF THE ‘TO BE’ VISION
 PHASE 2
• TO PROVIDE THE BUSINESS WITH A SINGLE
REPOSITORY FOR REPORTING AND ANALYSIS
 PHASE 3
• TO PROVIDE A CENTRAL AREA OF EXPERTISE
FOR THE DISTRIBUTION OF MI REPORTING
 PHASE 4
• TO IMPLEMENT A BI REPORTING TOOL TO
SERVE THE BUSINESS

10. BI STRATEGY PHASES -
OBJECTIVES
Business
Objective
s
BI
Objective
s
Phase 1
Review
Phase 2
Data
Warehous
e
Phase 3
Consolida
te
Phase 4
Implemen
t
Phase 5
Improve
 PHASE 1
• UNDERSTAND THE ‘AS IS’ POSITION AND
FORM A VIEW OF THE ‘TO BE’ VISION
 PHASE 2
• TO PROVIDE THE BUSINESS WITH A SINGLE
REPOSITORY FOR REPORTING AND ANALYSIS
 PHASE 3
• TO PROVIDE A CENTRAL AREA OF EXPERTISE
FOR THE DISTRIBUTION OF MI REPORTING
 PHASE 4
• TO IMPLEMENT A BI REPORTING TOOL TO
SERVE THE BUSINESS
 PHASE 5
• TO EMBED A CONTINUOUS IMPROVEMENT
CULTURE TO BI DELIVERY

11. BI STRATEGY PHASES -
OBJECTIVES
Business
Objective
s
BI
Objective
s
Phase 1
Review
Phase 2
Data
Warehous
e
Phase 3
Consolida
te
Phase 4
Implemen
t
Phase 5
Improve
 PHASE 1
• UNDERSTAND THE ‘AS IS’ POSITION AND
FORM A VIEW OF THE ‘TO BE’ VISION
 PHASE 2
• TO PROVIDE THE BUSINESS WITH A SINGLE
REPOSITORY FOR REPORTING AND ANALYSIS
 PHASE 3
• TO PROVIDE A CENTRAL AREA OF EXPERTISE
FOR THE DISTRIBUTION OF MI REPORTING
 PHASE 4
• TO IMPLEMENT A BI REPORTING TOOL TO
SERVE THE BUSINESS
 PHASE 5
• TO EMBED A CONTINUOUS IMPROVEMENT
CULTURE TO BI DELIVERY

12. PEOPLE
Business
Objective
s
BI
Objective
s
Phase 1
Review
Phase 2
Data
Warehous
e
Phase 3
Consolida
te
Phase 4
Implemen
t
Phase 5
Improve
Development
Paths & Training
Accountability
Competency
Framework
Departmental&
Personal
Objectives

13. 13
Current Ambitio
n
REPORTING PYRAMID
Executive
Dashboard
s
Ad-Hoc
Standard

14. 14
KPI’S
Measurable
Owned
Quality over quantity
Understandable
Linked to business
goals
5
4
3
2
1
Useful6
Review
AnalyseAct
Measure

15. DWH &
Reporting
15
BAU Ad-
Hoc
Tactical MI
BAU
Ad-
Hoc
DWH
Tactica
l
- Current Report Stack
- Committee & Board Reports
- Standard Tactical Dashboards
- Standard Reports (i.e. Daily MI)
- Non-Complex Data Queries
- Root Cause Analysis
- Trend Analysis
- Impact Analysis
- DWH Testing & Reconciliation
- Reporting Requirements Gathering
- Power BI Development
- Self-Serve Design & Coaching
- Excel-Based Dashboards
- Process Refinement
- Ad-Hoc Self-Serve Support (Excel-Based)
- Business Support
WORKFLOW

16. SUMMAR
Y
Aim for SUCCESS, not
perfection
Business PARTNERSHIP is
vital
KPI’s must drive ACTION3
2
1
PEOPLE are the key4