Business Intelligence for Executives

Day 1

The BI Vision & Strategy

There is significant value in developing a comprehensive and visionary BI strategy.  Along with planning for the different tools available, including legacy, SAP and non-SAP, this presentation will focus on how to communicate the BI Vision, sell that strategy, as well as deliver data and manage the process; from data cleansing to mobile BI distribution and everything in between.

  • Why Have a Strategy?
  • What Should it Look Like?
  • How Do You Develop One?
  • Good Content
  • Bad Content
  • Changing a Strategy

ROI – BI to Decisions

How do you use BI to change decision making in your organization?   When a BI project is undertaken, is the final output something that changes the way things are done or simply a re-creation of what we used to do in a new tool or format?  This presentation also explores BI as a value add tool to the business.  From a business perspective, what does your organization bring to the table?  How should it be funded or even involved in new projects and processes.  The tools and discussions in this track will help you change the discussion and challenge the fundamental assumptions about what BI is in your organization.
  • Why do BI Projects Fail?
  • What Defines Success/Failure
  • Strategies
  • Types of Decisions
  • Decision Making 101…A Short Primer
  • How to insert BI
  • Enunciation and Measurement

BI Projects

An in-depth discussion around building and preparing BI projects for passing through standard PMO requirements.  BI projects have a different set of problems and issues which cannot be simply addressed under the typical project management methodologies and processes.  That does not mean that they cannot be managed under the PMO and, in fact, they should be.  Reports which take 18 months to build are just as bad as out of control bridge building projects and should and, most importantly, can be managed.
  • Introduction to Project Management
  • Differences in BI Projects
  • Controlled vs. Free Flow Projects
  • Pitfalls (Special Risks) of BI Projects
  • Projects Ending (BI Special Case)
  • Controlling Documents and Artifacts

Daily Management

Managing a BI team along with the myriad of user requests and needs goes beyond the project to the daily work, support and the continual improvement process of the environments.  This track discusses agile programming and other development methods and how they can be applied to BI shops.  Questions include, how can we coordinate and process requests through the different layers of skill sets and employees – Business Analyst to Designer to ETL/data acquisition to front-end development to QA/Test to user acceptance to sign-off  to user turn over and finally to long term maintenance?  Other topics will include documenting and reporting progress and how to manage expectations during change and problem resolution.
  • Types of Work
  • Work Flow
  • Tracking Tasks
  • Managing Resources
  • Integrating Multiple Resources
  • Code Reviews
  • Agile Development Cycles

Day 2

Building a BI Team

Do you have to answer questions such as: should I hire a report developer and teach universe skills?  Should I hire green employees and then train them on the tools?  What skills should I focus on for my people and in what order should they be developed?  Should I hire internally to get business knowledge or hire outside experts and teach them the business?  How can I get my current employees to better mesh with each other and cover all of my customer requirements?  Where do I need people skills in my team?  How can I teach and grow people while getting the job done?  Questions such as these and many more are covered in this module as we address key questions on the human aspect of the BI team.  This presentation walks the attendee through the personalities and skills that should be assessed while putting together a good BI team.  Topics will also include splitting up responsibilities between individuals (reports/dashboards/universe/ETL/design) and cross-over skills.

  • The Tabula Rasa Problem
  • Scope and Needs
  • Personality Meshing
  • Develop or Hire Experts
  • Technical or Business Focused
  • Training Speed and Method

Data Cleansing

Clean data is both a process and a strategic imperative.  Developing and managing a data cleansing plan including the need and purpose of data stewards and developing data feedback loops will be covered along with a detailed discussion of how to create and sell a strategy for data cleansing and stewardship.  Many examples from InfoSol customers and published material will be discussed and explored.  Ultimately we need to identify the fine line between “bad data” and “good enough data” and how to navigate through it.

  • Purpose of Data Cleansing
  • Types and Methods of Data Cleansing
  • Data Cleansing Location(s)
  • People Problems
  • Support/Structure of Data Cleansing
  • Best Practices
  • Selling Data Cleansing

Sequencing/ Packaging Work

There are millions of tasks and requirements in developing BI and data warehouse technologies in our companies.  How can we order and split them up to maximize our employee productivity?  Discussion will include management theory and business work flow, as well as focus on the identification and packaging of work units specific to BI.  This module goes hand-in-hand with the daily work flow.

  • General Concepts
  • Agile Programming Thoughts
  • Why Package?
  • Packaging Methods
  • Queuing Methods (Sequencing)
  • Breaking Packages
  • Brief SDLC Discussion

Training Users

What works and what doesn’t?  How can we train large numbers of users and how should they be segmented across all of the different requirement groups.  This is typically one of the most complex problems we find in organizations today.  While it is easy to simply say we want a user group who can write and run their own reports, the methods and processes for doing this are much more complex and detailed then simply stating it as a fact and plan.

  • Training Methods
  • Defining Training Groups
  • Defining Training Scope
  • Who is Your Trainer?
  • Interface with Development Team
  • Integration with the SDLC
  • Ongoing/Refresher Training

Day 3

Vaccinating Your Business

Why is it that when the President of your organization sees an article on an airplane, a whole new process and vision comes your way?  Explore together how to build an environment where the newest sound bite doesn’t interrupt your organization.  In the end we must be proactive and progressive in our areas of control and expertise.  We should bring to our management a direction and control the discussion from the onset.  How?  Well, that’s what this module explores.

  • Meaning and Purpose of Vaccinating
  • Vaccination Against External Threats
  • Recent External Threats
  • Vaccination Against Internal Threats
  • Developing Strategies
  • Developing a Narrative
  • Small Company Concerns
  • Special Pathogens

The Contractor Question

You need more resources but you cannot hire or perhaps you have needs for small projects where surge resources will be a great help.   How do you efficiently integrate outside consultants into your processes and company?  This module will help discuss how to manage non-employee members of your team with discussion around choosing the right ones for your needs and what to watch out for in the interview and hiring process.  Special concern will be given to the areas of off-shore contractors and how to best manage and protect that investment.

  • Contractor Company Types
  • Why Use Them At All?
  • Selection Considerations
  • Management Considerations
  • The Offshore Dilemma
  • The Great Interview

Software Overview

There are approximately 1 billion SAP Business Objects solutions currently in the landscape and their names will change twice during the week of the conference.  While we will already have covered developing a strategy for dealing with them, this overview will provide a snapshot and walk through of the different tools and how they can or should fit in a particular environment.

  • Seeing the Landscape
  • Classification Definitions
  • Classifications
  • Functions of BI Tools and Field Guide
  • Picking Your Poison
  • Remembering the Extinct Tools

Simplifying the Complex

The businesses we work in are amazingly complex creatures.  Most have developed their complexity over many years with each new process or procedure having a parent and usually many children.  Because of this we tend to have very complex BI solutions as the solutions often reflect the complexity of the problem they were meant to address or solve.  This is obvious of course, but just as obvious is the fact that we have to deliver BI to end customers who need to avoid seeing all of the spaghetti behind the scenes.  This session will walk through de-cluttering your landscape for both the end user as well as the developer.

  • Drawing the Picture
  • Important but Necessary
  • SDLC
  • Documentation
  • Approval and Management
  • Daily Routine
  • Maintenance and Change
  • Support from Above


IBIS 2012 Agenda

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