Bi PDF
Bi PDF
Executive Summary
Business intelligence is information that drives organizations. Through technologies that capture, organize, stage, access and analyze data, BI gives companies the insight to make better strategic, tactical and operational decisions. Traditionally, BI platforms have provided entities with the ability to capture data in reports or dashboards on a past moment in their operational cycle. They then review, model and manipulate the data against specic key performance indicators (KPIs), deciding what actions, if any, to take. Legacy BI demands heavy IT involvement and doesnt prescribe a course action. Next-generation BI isnt your fathers BI. Its a new way of thinking about data. Self-service capabilities and advanced analytics tools and applications are making BI platforms and tools user-friendly, dynamic and predictive. The objective is to generate actionable insights, more quickly, from growing volumes of internal and external data, in order to make better business decisions. Such actionable insights could be related to supply and demand chains, competitive market advantage or internal organizational performance.
Table of Contents
2 Business Intelligence Dened 3 Get Smart: Why You Need BI 5 BI Benets 5 Dont Set Yourself Up for Failure 6 Must-Have BI Platform Characteristics 8 CDW: A Business Intelligence Partner That Gets IT
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BUSINESS INTELLIGENCE
Still, BI has come a long way in recent years. Newer BI tools can be used throughout the enterprise, from the C-suite to the shop oor. Gone are the days when only the most rigid systems, which dont readily surrender data for analysis, were the focus of queries and reports. Today, organizations of all sizes are applying BI to a range of business issues. Theyre tapping into systems and applications across the enterprise, as well as new functionality and computing capabilities that simplify data access and analysis and reduce IT intervention.
Customer relationship management (CRM) Vendors: IBM, Microsoft, Oracle, SAP, SAS
Data warehouses
Relational databases
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granular insight. They also include user-friendly features and functionality that appeal to a growing segment of employees. Ultimately, BI, both as a competitive dierentiator and a set of technologies, is an indispensable asset for transforming raw organizational data into actionable insight. CIOs seem to think so they named BI and analytics as their top technology priority in both 2012 and 2013 in Gartners annual CIO survey. Data have exponentially magnied the BI challenge. Not only is there more data to manage, but more nontraditional data, whether its unstructured text from comments and social media streams or semi-structured data from log les and clickstreams. Big Data is having an impact that business cant ignore, says Dan Vesset, vice president for business analytics at IDC. Everyones watching Google, Wal-Mart and eBay because theyre able to do what they do thanks to analytics. Thats putting analytics on every executives mind, and theyre at least exploring options, if not already in deployment. Dresners research shows that executives have been increasingly driving BI initiatives over the past three years, a shift from ve years ago when IT was the dominant force. Though IT spearheaded 45 percent of BI initiatives in 2012, Dresners survey shows that BI budgets are shifting away from the technology team and toward business departments. Experts believe ITs role will shift accordingly: It will be less involved in BI tool selection and report creation and more focused on infrastructure management and governance.
BUSINESS INTELLIGENCE
even power users learn how to get the most bang from selfservice functionality. The self-service query and reporting tools market is focusing eorts on simplifying the data access process and developing more user-friendly interfaces and features. This is to allow organizations to push the tasks of running ad-hoc queries and reports to a broader user base. After all, one of the business objectives of BI is to empower end-users with the right tools. This way, they can extract and leverage insights in near real-time without having to depend on centralized/IT resources. Newer tools are more visual and user-friendly, which makes them more suitable for self-service, IDCs Vesset says. They provide drag-and-drop functionality, visualization features and display text in understandable language, not IT terminology. These tools let users point directly to a data source whether its a data warehouse, mart, spreadsheet or at le load everything into an in-memory engine and easily build interactive visualizations and dashboards. Thats light-years ahead of what legacy BI provided, Hired Brains Raden says. The volume of nontraditional data owing into organizations is redening the kind of analytics tools they need, as well as the database structures. There are analytic techniques optimized for dierent data types, so if you want to squeeze all the potential or performance from your systems, you need dierent types of tools, Vesset says. Twitter feeds, for instance, have to be analyzed using both statistical and linguistic methods. Further, dierent data types dictate whether IT deploys relational databases, graph databases, NoSQL (not only SQL) databases, Apache Hadoop clusters or other structures. Dierent usage needs likewise impact database structure decisions. C-suite executives might want formal reports on a quarterly basis, while departmental managers concerned with customer behavior might need access to real-time data so they can adjust operations on the y. The message? Build BI capabilities with self-service BI tools that empower end users to explore data on their own terms while ensuring the overall security of the data. reduce costs, drive innovation and streamline ongoing business operations. Signicant operational improvements come only when organizations shift the point of analysis closer to a process. This provides real-time insight into the entire process, reduces lag between analysis and action, and informs process adjustments. Those departments that use actionable tools to inform decisions also trust that the actions they take will address process exceptions.
BI at Work in Business
Companies from all industries use BI across lines of business and departments. Thanks to streamlined infrastructures and new tools, businesses can apply BI to nearly any system, application and process and get actionable results to improve operations. Take customer relationship management (CRM) specifically, customer support. As a growing competitive differentiator, this support function needs analytics to evaluate customer behavior, segmentation, churn, retention, demand, engagement and satisfaction. With discovery and analytics tools and service-specic analytics apps, support managers can slice large quantities of customer support data at high levels of granularity. They can, for example, model scenarios based on a specific product relative to a customer segment and its directservices reseller channels to analyze nancial metrics. If the product development team is rolling out a new highprofile offering, support operations managers can model technical support stang scenarios to discover the best worker skills for the product type. They can also find the right spread of support specialists across shifts based on customer locations worldwide, the best escalation processes and the necessary support tiers. Based on the actionable intelligence they gain, managers can sta support operations in advance of the product release date. Because the providers success depends to a great extent on customer satisfaction, its ability to model the best combination of support talent for each shift and region upfront as well as quickly adjust post-launch should parameters change delivers significant competitive advantage.
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BI applications, IT must have the ability to remotely monitor devices and wipe all data if its lost or stolen or if login attempts exceed thresholds. Security concerns aside, mobility has unleashed an entirely new level of productivity for BI application users. Thanks to the self-service trend, in-memory computing, and BI and analytics in the cloud, organizations are pushing data out to a large number of users, many of them using mobile devices. Two key factors are at play with mobile BI: Theres the anytime, anywhere aspect as well as the touch-based experience. The touch experience is huge in the BI world, EACs Greenbaum says. Its providing users a much more intuitive experience; users are essentially getting their ngers into their data. Further, the popularity of mobile tablets and emergence of C-level analytics has captured C-suite executives. CEOs can be on the move and look at their KPIs on their iPad and, in theory, run their business, he says. analytics applications capable of handling both traditional and nontraditional data.
Extract and leverage insights in near-real time Eliminate guesswork Oer insight into customer behavior Identify cross-selling and up-selling opportunities Better management of inventory Gauge true manufacturing costs Streamline operations
BI at Work in Government
IT teams in government agencies face some challenges that those in the private sector dont for one, federal and state directives require agencies to provide better transparency into their operations. With spending cuts and lower budget allocations, IT workers are hard-pressed to capture, organize and stage data, and run the reports that decision-makers need to conduct analysis related to organizational performance. Government agencies are pushing for BI discovery and reporting, analytics and segment-specific applications that provide actionable results so they can also focus on improvement. With taxpayers and watchdogs demanding accountability in spending, BI efforts focus on tracking expenditures and bottom-line figures, optimizing procurement processes, workforce placement, revenue collection eorts and uncovering bloat. One area thats benefiting from actionable analytics is fraud detection in government programs, including Social Security, Medicare and public assistance. Fraud is a big problem for government programs, so agencies are tracking behavior anytime they issue some kind of payment, says Dan Vesset, vice president for business analytics at IDC.
BI Benets
The new class of BI technologies includes operational and tactical analytics that improve operational eciency in real time. Supply chain management is one function ripe for both operational and strategic optimization. With petabytes of data on their customer demand, market conditions, logistics network and supply chain, C-suite executives can use next-generation BI to rene strategies and plan ahead. Meanwhile, factory oor managers armed with operational analytics tools can have an immediate and profound impact by moving the point of analysis close to manufacturing resource planning (MRP) processes. A traditional MRP report requires running a batch job overnight; managers planning the next days production have to wait until the following day to see what they need to produce. What if they could do an MRP run that previously took eight hours in a minute? They could model several MRP scenarios to determine which one is best, plan their production, and make the change in the operational systems before they go home, Greenbaum says.
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controls shared databases, storage, hardware and master data, and dictates how tools interact with data. The growing number of tools, and the discrete and often conicting insights they deliver when applied to data silos, prevent data-driven actions that improve outcomes at an enterprise level. approach has the IT team by itself or in conjunction with a cloud service provider managing the data infrastructure and governance and either spearheading or partnering in the tool selection process. Collaborative input helps balance users BI software needs with the IT departments need to integrate it within the infrastructure.
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eort follows dened processes and all input analysis is fed to the appointed decision-makers for action, BI platforms should include the ability to easily map new workows and track and manage cases. Organizations have high expectations for the features and functionality new BI solutions can deliver. But whats really important, Raden says, is that tools have the exibility to allow users to take intelligent action, communicate activities to others and push data along in the workow. For a growing number of BI deployments, the cloud is the place to be. With BI in the cloud, IT budgets take less of a hit thanks to small upfront investments and continuing nancing coming out of the operational budget, Vesset says. Employees use online tools so theres no need for frequent IT intervention as long as they have access to data. Self-service BI, meanwhile, is closing the gap between data need and delivery, as well as empowering a broad spectrum of enterprise users. Contributing to uptake is the acceptance that time can no longer stand still while IT deals with report backlogs, and business can no longer stand still while BI users try to gure out what to do next. These capabilities ow into operational and tactical BI practices, further fueled by in-memory computing and actionable, on-the-y analytics. No longer are decisionmakers constrained by snapshots of predened time intervals. Because organizations have their dials turned on 24x7, users can get a snapshot of any time period, any time they choose. Finally, theres the push toward pervasive BI, where, theoretically, every employee in the enterprise has access to BI tools for insight and decision-making. The objective of pervasive BI is to break down both these use-related barriers, by putting BI in the hands of all employees and making it so user-friendly that theyll buy in.
BI at Work in Education
Education, like government, differs from business in its application of BI and its key performance indicators (KPIs) and metrics. Many metrics considered mandatory for measuring business performance have no relevance for education, while educational analytics dont match up with typical business analytics. Student retention is one area in which analytics is providing valuable insight, enabling administrators to analyze individual and aggregate student activity data and prescribe actions. Many school districts and colleges are able to track student activity. In the K12 environment, teachers now often gather performance data and information in real time using smartphones and other mobile devices. They can also use BI to identify at-risk students and compare data to conclude which interventions are helping the most. Meanwhile, on campuses, students use identification cards that they swipe when they go to the gym, dining halls and bookstores. Class attendance can be monitored based on student logins for course materials. And schools can monitor student security by tracking activity and movement based on card use.
Mobilitys impact stems from both its anytime, anywhere and user experience characteristics. The consumerization of mobile devices and new mobile-optimized BI applications have everyone from C-suite executives to sales managers, eld sta members, factory oor operations directors and support personnel signing on. Mobile devices provide a user-friendly touch experience where business users get BI insight at any time. If adoption is about the user experience, then its increasingly about the mobile touch experience, Greenbaum says.
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Our approach includes:
An initial discovery session to understand your goals, An assessment review of your existing environment and Detailed vendor evaluations, recommendations, future Procurement, conguration and deployment of the Ongoing project measurements to meet service-level Complete product lifecycle support Consolidated device and solution management platform
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agreements (SLAs) nal solution design and proof of concept denition of project requirements requirements and budget
Strength in sales with a multipartner approach Assistance with all technologies needed for the BI stack: Dedicated account managers, solution architects and
advanced technology engineers ready to assist computing hardware, storage, software and memory
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