How to Implement a BI Program in your Organization Presented By: - - PowerPoint PPT Presentation

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Aug 12, 2023 35 likes •207 views

How to Implement a BI Program in your Organization Presented By: Sandy N. Steward, Langley Federal Credit Union Keith Taylor, SNL Financial You Need a BI Program If You have a ton of data but no real information I.T. is the

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How to Implement a BI Program in your Organization

Presented By: Sandy N. Steward, Langley Federal Credit Union Keith Taylor, SNL Financial

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You Need a BI Program If…

You have a ton of data but no real information
I.T. is the bottleneck for all reporting
It takes your Excel spreadsheets 20 minutes to open
Impossible or extremely difficult to join data from different

sources

A pie chart delivers your Call Report data

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How Do You Start?

Define your vision before you decide on a solution or even begin to bring technology into the picture.

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Step 1: Choose a Sponsor

C-level
Does not have to be the CIO
Governs the program implementation

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Step 2: Common Definitions

Agree on standard definitions
Engage Subject Matter Experts (SME’s)
Start small
10 – 20 KPI’s
Create standards and governance

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Step 3: Your BI Stack

Conduct an inventory and review of all the analytics

tools used within your organization

What is your existing ‘BI Stack’?
Identify strengths and weaknesses of the solutions/tools

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Staffing
What skills does your current staff possess in the area of Business

Intelligence?

Where/what are the skills gaps?
Figure out what talent you will need and where they will reside
Develop a staffing plan
What will happen to existing staff

Step 4: Staff Assessment

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Involve the Business Units
Find out about their challenges and pain points
Know their mission and initiatives – what they care about
Don’t focus on the Business Intelligence solution
Identify and partner with a primary user that Business

Intelligence will help

Step 5: Business Engagement

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Step 6: Infrastructure

Server requirements
Storage Requirements
Data Duplication
Data source
Data Warehouse
Data Retention

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Step 7: What Do the Users Need?

Strategic
Executive; C-Level; Decision Makers
Tactical
Management; Decision Makers Under Fire
Operational
Front Line Staff

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Step 8: Buy or Build?

Remember: One size DOES NOT fit all!
Take your current environment into consideration.
Requirements Gathering is critical!
Adequate Staff/Experience
Staff Turnover/Support

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Server

Physical or virtual device located in a Data Center

SQL Application

A database management software application

Operational Databases

Meridian Link, FICS, Akcelerant, etc…

Data Warehouse

RDMS

Online Analytical Processing (OLAP)

‘Cubes’

Analysis, Reporting & Dashboards

BI Application, SSRS, Tableau

System Administrator DBA BI Developer / Analyst

Langley FCU SNL Financial

Architect

Design/Develop Models

Function Role

Responsibility

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Step 9: Define Your BI Stack

Analysis Services
OLAP
Data Mining
Reporting Services
Dashboards
Reports
Integration Services
Master Data Management
Metadata Management
Data Cleansing/Data Quality

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The tools you use to manage your data!

Step 10: Define Your BI Stack

http://www.masventa.eu/fileadmin/user_upload/media/pdf_en/Course_TR_BI_002_Microsoft_BI_Stack.pdf

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Step 11: Actionable Steps

Home Runs: Think big, Start small, Deliver quickly
Select high-value, simple projects to begin
Proof of Concept
Pick some of your pre-defined KPI’s and build some reports
Produce new reports/deliverables every few weeks

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References

Wachstock, Michal. (5/15/2015). 5 Signs Your Business Needs Business Intelligence [blog]. Retrieved

from https://www.sisense.com/blog/5-signs-your-business-needs-business-intelligence/

Daniel, Diann. (10/22/2007). 10 Keys to a Successful Business Intelligence Strategy [article]. Retrieved

from http://www.cio.com/article/2437838/business-intelligence/10-keys-to-a-successful-business- intelligence-strategy.html

Daniel, Diann. (11/5/2007). The Secret to Successful Business Intelligence: A Top-Notch Data Warehouse

[article]. Retrieved from http://www.cio.com/article/2437721/business-intelligence/the-secret-to- successful-business-intelligence--a-top-notch-data-warehouse.html

The Microsoft BI Stack, A Seamless Business Intelligence System [website]. Retrieved from

http://www.masventa.eu/fileadmin/user_upload/media/pdf_en/Course_TR_BI_002_Microsoft_BI_Stack.p df