Leverage Pentaho to Deliver Timely KPIs: Define and Publish in Hours. Martin Stangeland Pentaho Architect, Hitachi Vantara

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1 Leverage Pentaho to Deliver Timely KPIs: Define and Publish in Hours Martin Stangeland Pentaho Architect, Hitachi Vantara

2 Brief Whenever a business decision is made the ability to measure and monitor the execution is crucial to timely delivery and outcome. Doing that across whole of your business is complex and time consuming. This session will show how this process can be drastically simplified. Key Pentaho technologies to deliver this are metadata injection and flexible execution layers.

3 Agenda KPI Management Business expectation for defining metrics and KPIs Architecture for delivering metrics and KPIs Demonstrate onboarding metrics and KPIs

4 KPIs A Brief Summary A structured process for KPI management will enable an overview and insight into business processes and ensure the correct use of KPI s This requires a more dynamic way to manage KPIs than to join them in a spreadsheet Particularly with regard to security, data quality, easier maintenance and not least integration with business processes A structured process for KPI management supports the optimal use of KPIs in different contexts such as strategic, tactical, operational dashboards in which granularity and use of KPIs can vary in the different dashboards KPI management will scale to meet your growing business needs

5 The Business Need for KPIs Follow Lines of Strategic, Tactical and Operational Management The presentation of KPIs can be in several channels, but the core KPI structure is the same

6 Business Expectation for Defining Metrics and KPIs Define metrics in excel near language Metric lead time for existing data predictable Know what you are getting

7 Where Does the Performance Management Infrastructure Fit? A Key Technical Enabler Reusable Components

8 Where Does the Performance Management Application Fit? Big Data Sources Pentaho Data Integration Hadoop/ Data Lake Pentaho Data Integration Analytic Datasets Pentaho Data Integration Traditional Data Pentaho Data Integration Data Warehouse Pentaho Data Integration Data Marts A Key Technical Enabler Reusable Components

9 Architecture for Performance Management Application Delivering Metrics and KPIs The system must have data Standardise the processing of metrics Assemble your KPIs Allow consumption of metrics from different applications Prepare the dashboard, portal or scorecard source

10 Metadata Injection Allows Us to Work with Multiple Sources and Process Through Reusable Components

11 Establishing an Architecture with a Common Build Layer Allows and a Replaceable Execution Layer Business Users Technical Experts

12 Demonstration

13 Demonstration Push new data to you performance management data lake Register KPIs for Performance monitoring Process KPIs Health check data onboarding as Steward Assess the quality of your data as Business Analyst Present KPIs for management

14 Summary What we covered today: Leverage your existing warehouse Enabling a business driven process to measure what you manage Execute with your engine of choice

15 Next Steps Want to learn more? Meet the Expert Martin Stangeland TDWI_BPR_1Q09_PM pdf.pdf

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17 Analytical applications Data lake Data exploration and discovery oriented A datawarehouse is typically oriented around structures and the preparation of sources that allows answer to multiple questions Analytical models

18 Maturity of Performance Management The market has offerings for full suites purposely built for performance management does it fit your business capabilities and technical skills? KPI management as a separate tool (QPR, Corporator, TM1) What do I mean with KPI management (Kaplan Norton), functionality beyond analytics How do you do change management in your company? We suggest an approach where you use the existing infrastructure to enable your business process changes building a data platform Automating the access to the process data to enable your performance management efforts