Business Intelligence Strategy

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1 A T C S C C O N F E R E N C E H O S T E D B Y M I C R O S O F T Business Intelligence Strategy Kevin Carter, VP Kevin.Carter@tcsc.com

2 The most powerful asset of the digital age is data. -Don Tapscott

3 Where are we? Maturity Assessment Where are we going? Strategy Development

4 Maturity Assessment Reactive Managed Strategic Transformational Report-centric Minimal Business Input Minimal Business Input Uncontrolled Data and Tools Uncontrolled Data and Tools Enterprise Awareness Awareness Business Input Business Input User Involvement BI User Tool Involvement Standardization BI Governance Tool Standardization BI Governance Formal Business Input Input Self-Service Analysis Self-Service Analysis BI Competency BI Auditing Competency and Usage Statistics Auditing and Usage Statistics BI Becomes Cultural Cultural More User Agility More User Agility BI Integrates with Process BI Mature Integrates Governance with Process Mature Team Governance Ability Mature Strategic Team Advantage Ability Strategic Advantage Where are we?

5 Areas of Assessment Data Readiness Data Quality Organizational Readiness

6 Data Readiness

7 Data Readiness Complete Accessible

8 Data Quality Acceptable Acceptable level of issues and the value outweighs the risk. Clean Data is free of error and accurate. Complete All information and supporting information as processed through the ecosystem of the organization. Proven All information has been validated and officially audited. All sources and uses are traceable.

9 Data Quality Data Quality is the key to building a trust relationship with information consumers. Expertise TRUST Experience Authority Trust is the key to BI growth and maturity.

10 Data Quality Generational Decay When information gets processed through multiple steps, each consecutive step creates a possible distortion point, diluting the relationship from the source to the target and making tracing more difficult.

11 Organizational Readiness Roles Process Governance

12 Roles in a Mature Team Executive Leadership Finance Ops... IT Business Areas Data Analyst Data Analyst Data Analyst Program Manager Steering Committee Data Steward Data Steward Data Steward Architect Security Contact Security Contact Security Contact Technical Analyst

13 Process Single Source of Information Single Place to Request Information

14 Governance It starts with why.

15 Governance Data Governance Life Cycle Value Statement Roadmap Funding Designing Deploying Monitoring *adapted from DGI Data Governance Framework

16 Governance Simply Do you have a process? Can you prove that you use it?

17 Strategy Development Vision Roadmap Starting Point Where are we going?

18 Vision Do more with less Get the job done, wherever you are Focus your efforts and deliver results You need to stretch fewer resources to accomplish more. To get the job done fast, your people require the freedom to work wherever they need to be. You need to focus on informing your decision making with the best information available.

19 Vision Help Predict Future Outcomes Improve Operations Efficiency Evaluate Strategy Inform Decision Makers Deliver Cross Platform

20 Vision DELIVERY AND CONSUMPTION Power BI Dashboards Reports Excel Mobile APIs BUSINESS ANALYST TOOLS Excel IT PRO AND DEVELOPMENT TOOLS SQL Server Analysis Services Power BI Designer SQL Server Reporting Services SQL Mobile SQL Server Data Tools { }

21 Roadmap Organizational A set of tools that help people align their objectives and activities with overall company goals, objectives and metrics. One-Way Communication Structured Delivers information that focuses on collaboration and sharing of information. Offers a limited interactivity that is defined by the information producer. Limited Interactivity Self-Service Delivers information in a way that allows an individual to derive their own analysis and answer their own questions Exclusively Interactive Reports Organizational Dashboards Excel Models Cascading Dashboards Excel Third Party Tools

22 Roadmap Short-Term Centralization Standardization Mid Term Self-Service Data Visualization Long Term Master Data Management Cloud Strategy Not Fun Impactful, Exciting

23 Roadmap Short-Term Centralization Standardization Focus on improving data quality, process and data governance. Data Model Risk Note: Some organizations lack the will to push through this tough phase.

24 Roadmap Mid Term Self-Service Data Visualization Focus on delivery to analysts and structured business intelligence consumers. Risk Note: Growth must be managed through this phase.

25 Roadmap Long Term Master Data Management Cloud Strategy Maturing the platform and expanding delivery options. Risk Note: The security foundation laid in previous phases will be put to the test here.

26 Starting Point Good Foundation Small Scope Grow

27 Good Foundation Get Data Into the Warehouse Build Data Models Source Data Design is Key to Delivery Success

28 Small Scope Start Small Stay Focused

29 Grow Build on Success Plan for Growth Prepare a Change Management Plan

30 Call to Action SQL Maturity Assessment SQL Modernization Assessment SQL Azure Database SQL on Azure Infrastructure Next Version On-Premises Data Models

31 LET S GET STARTED We re ready as soon as you are.

32 A T C S C C O N F E R E N C E H O S T E D B Y M I C R O S O F T THANK YOU Kevin Carter Kevin.Carter@tcsc.com

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