It's No Mystery... Mobile BI Will Rule in 2015

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It's No Mystery... Mobile BI Will Rule in 2015

5 important things to know to make it happen for your organization

10/21/2014

Ryan CampanileVICE PRESIDENTEnterprise Information ManagementAtlanta, GA

PRESENTERS

Matt DiBonaDIRECTOREnterprise Information ManagementDallas, TX

SmartbridgeInformationManagementWebinar Series


Watch the webinar that goes with these slides!

Visit: http://bit.ly/mobilebiwebinar

http://bit.ly/mobilebiwebinar


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Today’s Agenda

1. Why Transition to Mobile BI?

2. Why Haven’t You Transitioned?

3. Overcoming These Hurdles

4. Common Mobile BI Implementation Challenges

5. Mobile BI Implementation Lessons Learned


Why Transition to Mobile BI?

1 – Gartner 2 - Forrester Research 3 – Avanade 4- CDW 5-IDC

of mobile BI users will rely exclusively on mobile devices for insight delivery by 2015 1

50%

Use of business-owned tablets will rise by

nearly double-digitpercentage points in the next five years, excluding the BYOD programs 2 A majority of small business IT

professionals agree that mobile devices make their company more efficient through

improved communication,

increased productivity and

streamlined business processes 4

The world’s mobile worker population will reach

by 2015, representing a staggering 37.2 percent of the total workforce 5

of companies report that most of their employees use personal computing devices at work 3

60%

1.3 billion



The Value of Mobile Business Intelligence

Faster, better decisionsAbility to hasten the decision-making process, by extending critical information out to decision-makers faster

Simplified, intuitive analyticsBy the nature of mobile devices, we have to make the information more intuitive and succinct

Increased productivityThe most potent advantage that

organizations can gain from mobile BI is "in-the-moment" transformation of

their business processes. 1

Increased collaboration

Mobile devices are shown to foster collaboration by putting the ability to

connect at the fingertips of the user

Increased user engagement

By allowing users to work the way they want, when they want

1 - Accenture



Mobile Intelligence & Prescriptive Analytics

Option

AOption

BOption

C

Predictive & prescriptive analytics enable decision management

Mobileenablement+

RecommendedOption

Expected OutcomeFrom Alternative

Expected OutcomeFrom Alternative

=THE BEST DECISION AT THE BEST TIMEDRIVING COMPETITIVE ADVANTAGE


Why Haven't You Transitioned?

“We’re not ready totackle mobile yet”• Current Enterprise BI solution doesn’t

support mobile

• Lack of skilled resources

• No mobile security defined

• Not ready to support mobile infrastructure“We have no mobile standards and too many devices”

“What is the ROI on this mobile BI project?”

• Business case not compelling enough

• Cannot solidify adequate executive support

• No clear change agent

• Can’t decide which mobile devices/platforms to support

• No corporate BYOD policy


Overcoming These Hurdles


Overcoming These Hurdles

Leverage your software and services vendors to help you quantify the value of the initiative

If devices are company-issued, consider limiting options in order to establish a de facto standard over time

Use your executive champion to trigger an enterprise clarification of BYOD policy

Identify an executive champion for the initiative who will evangelize and drive change

Consider using 3rd party software and services to accelerate the initial project; learn from them

2

Begin by proposing a tightly scoped and limited release pilot to simplify implementation and minimize technical complexity

1

3

4

5

6


Now that your mobile BI initiative has been approved…


Common Mobile BI Implementation Challenges

Not fully considering the mobile user experience during design

Not starting with the best first mobile BI use case

Not enough time to address infrastructure, deployment, security issues

Not enough support from the business/user community

Just copying the old reports to a mobile app


Mobile BI Implementation Lessons Learned

1 Don’t just copy the old reports; Spend time to understand the functional aspects


Mobile BI Project Lessons Learned

Even if you are just enabling mobile delivery for a currently well established report or set of KPIs, there are still items to consider

1. Don’t just copy the old reports; Spend time to understand the functional aspects

Consider how the mobile form factor can transform the process of the current state

Are all the KPIs on the current reports used and necessary? What actions are being taken?

Are there unrelated KPIs that are being grouped together?

How are the related metrics used? What is the analytical workflow? Which metrics are viewed first (primary)? Which are viewed only if there are issues with the primary metrics (secondary)?

Would adding transactional capability streamline this process?

Could these metrics be embedded in a standalone mobile app for a specific purpose?




Focus heavily on the mobile user experience2



Due to the proliferation of consumer mobile apps, users have NO tolerance for a poor user experience on a mobile device

Think like a consumer using an app from the app store

Less is more: Make it very simple, but exceptional!

Performance should be the highest priority, even over most functional requirements

Know your audience and users: Who, When, Where, How they will be using the application

Leverage the capabilities of the mobile BI platform

2. Focus Heavily on the Mobile User Experience



2. Focus Heavily on the Mobile User Experience: Mobile UI Design

Consider the limited screen real estate

Less is more, only display most important information and navigation; Others can be buried deeper in the flow

Avoid temptation to add more since “That’s what they had before”




Create an intuitive and analytical workflow

Do not clutter the screen

Use the Summary/Detail pattern or other similar mechanisms to allow an intuitive analytical workflow fitting the device

Franchisees

Franchisees




Ensure that UI elements are sized appropriately for the use and mobile form factor

Consider the standard gestures and design for them




Start small initially and build momentum through success




Start with a pilot; phase rollout over timepilot first > expanded pilot > full rollout

3. Start small initially and build momentum through success

Start with a process or use case that is well established in current stateThis will minimize the risk associated with adoption since the user will not be trying to learn the modified process and the new mobile workflow

One form factor (phone or tablet), limited device typesFor example, if most users will use smartphones and 75% have iphones start with iphone only to that sub user group




Get the underlying deployment and security details worked out beforehand





Mobile Infrastructure

There will inevitably be additional infrastructure needed to support the mobile application so make sure these items are addressed ahead of time with enough contingency for issues

4. Get the underlying deployment and security details worked out beforehand

Mobile Device Management

The selection and implementation will typically take longer than to build your first application of Mobile BI, so be sure this project begins in advance

BYOD Policy

Engage with Legal/HR to ensure this is ready and users have accepted the policy before go-live

Mobile Security

Work out the security architecture ahead of time. Your Mobile BI platform may have authentication and authorization mechanisms but these will have to integrated with the MDM tool if that is leveraged for the mobile security standard




Get the underlying deployment and security details worked out beforehand



Adoption is not a one-time event; Nurture it throughout5



5. Adoption is not a one-time event; Nurture it throughout

• Involve users in requirements definition

• Involve users in concept/prototyping

• Content tuned to roles• Timely data refreshes

• Consistent definitions• Info desired when away from office

Relevance

• Simplifies duties• Expands user’s capabilities

• Makes them more self-sufficient• Available anywhere, anytime

• Delivers desired value

Utility

• Intuitive user interface

• Easily accessible

• Fast response time• Uses common gestures

• High quality information

• End user training/documentation

Usability

Adoption

The users will feel:• Engaged

• Empowered

• Confident

• Excited• Clarity

• Valuable• Eager to drive value

• Freedom

WHAT is delivered HOW it is delivered

• Executive-level support

• Department-level support

• SMEs and liaisons allocated

• Sense of urgency

• Celebrating successes

Sponsorship

• Regular Status Updates• Making and meeting internal/external

commitments

• Departmental liaisons• BYOD policy

• Evangelizing by executive champion

Communication

• Design new mobile analytical workflow• Define change management plans

• Formalized feedback mechanisms• Include Executives as early adopters

Change Management


Key Takeaways

1. Don’t overlook the functional aspects and the transformational nature of mobility

2. By starting small you can decrease the time to value and avoid wasted investment from not hitting the mark initially

3. The mobile user experience should be treated with a much higher priority than previously

4. Start early and allocate more time to establishing the mobile infrastructure

5. Engage users and the champions of the initiative from the beginning


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Matt DiBonaDallas, [email protected]

Ryan CampanileAtlanta, [email protected]