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Business Intelligence/Analytics Competency Centers: Key to Self Service Success
New Orleans, Oct. 19, 2016
Pat Saporito, Sr. Dir., Global COE for Analytics, SAP
Jay Riddle, SAP BI Solution Architect, Analytics COE, Lockheed Martin
© 2016 SAP AG. All rights reserved. 1
Agenda
Self Service Definition & Goals
Self Service Challenges
Competency Center Role
Lockheed Martin’s Self Service Journey
Self Service Best Practices & Takeaways
© 2016 SAP AG. All rights reserved. 2
BI/Analytics Projects Fail to Meet ExpectationsTechnology is Only One Consideration
Between 70% to 80% of corporate business intelligence projects fail (to meet expectations),
according to Gartner.
“Organizations tend to throw
technology at BI problems. You
could have the right tool, but it
could be doomed to failure
because of political and cultural
issues, an absence of executive
support so the message doesn't
get out, and poor communication
and training.”
© 2016 SAP AG. All rights reserved. 3
Business Requirements are Changing…
IT’s role is changing too!
Source: Forrester whitepaper
© 2016 SAP AG. All rights reserved. 4
What do we mean by self-service?
• End users designing and deploying their own reports and analyses within an
approved and supported architecture and tools portfolio.
How does it fit within your larger Data & Analytics strategy?
Self-Service
© 2016 SAP AG. All rights reserved. 5
Different Self Service Needs for Different Users
• Self-service for business users and decision makers
• Drill-down and filter dashboards or reports to the “right” level
• Self-service for finance professionals
• Access to BW and Essbase within Excel
• Combine data from BPC and BW in a single user experience
• Self-service for business analysts
• Mashup data from multiple data sources
• Easy to learn and create compelling visualizations
• Create simple dashboards to share insights
• Self-service dashboard composition for business users
• Compose their own dashboards from existing charts and crosstabs
• Self-service data discovery for casual users
• Find an answer to a business question in 10 minutes or less
• Learn the UX without training.
• Self-service reporting
• Easy access to data
• Build queries and format data as needed
• Create simple reports with little training, or more complex reports with more training
• Create document-style output
© 2016 SAP AG. All rights reserved. 6
Agenda
Self Service Definition & Goals
Self Service Challenges
Competency Center Role
Lockheed Martin’s Self Service Journey
Self Service Best Practices & Takeaways
© 2016 SAP AG. All rights reserved. 7
Business IS Using Custom Data and Creating their Own
Content
Source: Forrester whitepaper
© 2016 SAP AG. All rights reserved. 8
Agenda
Self Service Definition & Goals
Self Service Challenges
Competency Center Role
Lockheed Martin’s Self Service Journey
Self Service Best Practices & Takeaways
© 2016 SAP AG. All rights reserved. 9
Rx for Analytics Success: Strategy + Center of Excellence (COE)
Understand Business Pains
Identify technology gaps
Focus on change management and adoption
Strategy creates an information driven culture:
COE provides a sustainable framework to execute the strategy and
maintain it.
© 2016 SAP AG. All rights reserved. 10
Building Blocks of a Rock Solid Analytics Strategy
SAP Analytics Strategy Framework
ObjectivesBusiness
Needs
Business
BenefitTechnology Organization
Background and
Purpose
Current State and
History
Objectives and
Scope
Summary of
needs
Envisioned To-Be
State
Priorities and
Alignment
Value Proposition
of Analytics
Expected Benefits
– Future State KPI
Business Case
Information
Categories
Architecture and
Standards
Applications
Governance
Structure
Program
Management
Roadmap and
Milestones
Measurement
Education /
Training
Support
A BI/Analytics COE operationalizes an organization’s
data & analytics strategy. And self-service is a critical
component.
© 2016 SAP AG. All rights reserved. 11
Business Intelligence/Analytics Competency Center Skills Requirements: Business + Analytics + IT
How BI/BACCs are changing:
http://scn.sap.com/community/bu
siness-
intelligence/blog/2014/09/18/best
-practices-for-agile-biccs
© 2016 SAP AG. All rights reserved. 12
Agenda
Self Service Definition & Goals
Self Service Challenges
Competency Center Role
Lockheed Martin’s Self Service Journey
Self Service Best Practices & Takeaways
© 2016 SAP AG. All rights reserved. 13
Why Self Service?
• Enable quick turnaround with data-driven business processes
• Business needs not dependent on IT staff availability
• Put business data in the hands of the owners
• Meet increasing agile analytics demands while
optimizing staffing
© 2016 Lockheed Martin Corporation. All Rights Reserved.
© 2016 SAP AG. All rights reserved. 14
Current Challenges
Database Access Controls
•Provide access to Production data while protecting performance
•Avoid making data security model too complex to manage
•Balance Governance (One Version of Truth) with advantages of insights from ad hoc data exploration
Data Foundation
•Address gaps in user knowledge of complicated data interactions and anomalies
•Maintain “trust” in data and metrics
Tools
•In a growing portfolio of BI & Analytics solutions; determine the “Right Tool for the Right Job” and the “Right Tool for the Right Role”, respectively.
Support Model
•Solidify support plan at both an enterprise, regional, and departmental level
•Reduce layers between IT and the business, and open up first line of support directly to vendors where possible
Communication & Training
•Effectively communicate roadmap & changing landscape to ensure transparency, and continued trust in solutions delivered.
•Create Communities of Practice (CoP), and other mechanisms to enable access to training in a decentralized org
© 2016 Lockheed Martin Corporation. All Rights Reserved.
© 2016 SAP AG. All rights reserved. 15
Reporting
Discovery &
Analysis
Office Integration
SAP Crystal Reports
SAP BusinessObjects Web Intelligence
Desktop Intelligence
SAP Crystal Reports
SAP BusinessObjects
Web Intelligence
SAP Lumira desktop, server editions
SAP BusinessObjects Explorer
SAP BusinessObjects Analysis, edition
for OLAP
SAP BusinessObjects Set Analysis
SAP BusinessObjects Design Studio
SAP BusinessObjects Dashboards
SAP BEX Web Application Designer
SAP BusinessObjects Analysis, edition
for Office
Live Office
EPM Add-In
SAP BEX Analyzer
SAP Lumira
SAP BusinessObjects
Design Studio
SAP BusinessObjects
Analysis, edition for
Microsoft Office
Dashboards &
Applications
Inte
ropera
bili
ty
Lockheed Martin Aero IT continues to align with SAP’s strategy of continued
“Simplification” and “Interoperability” with an emphasis on meeting the
growing need for extended Dashboard, Agile Visualization, and Discovery /
Analysis capabilities.
Alignment with SAP BI / Analytics Roadmap
Inte
ropera
bili
ty
© 2016 Lockheed Martin Corporation. All Rights Reserved.
© 2016 SAP AG. All rights reserved. 16
The Path Forward
Database Access Controls
•Apply existing Oracle EDW direct data access and system protection methodologies to SAP HANA
•Deploy use of dedicated “self-service” packages optimized for direct access in SAP HANA Production
Data Foundation
•Organize data into easily consumable information models under current SAP structure
•Catalog data structures and improve transparency
•Facilitate tool (Wiki) / sessions data knowledge transfer
Tools
•Evaluation Phase –Execute Exploration & Viz Trade Studies across functional areas (make it repeatable)
•Provisioning & Development Phase – Provide quick access to tools for evaluation & collaborate with SCCM team for packaging clients
Support Model
•Enable power users to become front line of support (aka “Champions”)
•Aero IT integrates data sources, implements & supports new tools, facilitates access
•Corporate provides potential shared services opportunities
Communication & Training
•Surveys
•Customer Engagement Sessions
•“Train the Trainer”
•Roadshows
•Tech Exchanges
© 2016 Lockheed Martin Corporation. All Rights Reserved.
© 2016 SAP AG. All rights reserved. 17
Defining Development Services vs. Self Service
© 2016 Lockheed Martin Corporation. All Rights Reserved.
© 2016 SAP AG. All rights reserved. 18
Defining Self Service Roles & Actions
© 2016 Lockheed Martin Corporation. All Rights Reserved.
© 2016 SAP AG. All rights reserved. 19
Defining Self Services Roles & Tools
© 2016 Lockheed Martin Corporation. All Rights Reserved.
© 2016 SAP AG. All rights reserved. 20
Visualization & Exploration Trade Study Example
The Process…
• Engage customer to evaluate
use case
• Align with Gartner industry
criteria to ensure consistent
terminology
• Enhance criteria to add
relevant enterprise customer
needs
• Score critical capabilities against
specific customer use case
• Refresh study results with
changing environment conditions
& paradigm shifts
Example – LM Visualization Evaluation with Gartner Alignment
Category / Critical Capabilities
1.0 - Business Intelligence & Analytic Platforms
1.1 - Enable
1.1.1 - Business Enablement
1.1.2 - Technical Enablement
1.2 - Produce
1.2.1 - Data Processing and Preparation
1.2.2 - Data Visualization and Interaction
1.2.3 - Data Analytics and Exploration
1.2.4 - Information Composition (Storytelling)
1.3 - Consume
1.3.1 - Information Publication and Consumption
…
© 2016 Lockheed Martin Corporation. All Rights Reserved.
© 2016 SAP AG. All rights reserved. 21
Agenda
Self Service Definition & Goals
Self Service Challenges
Competency Center Role
Lockheed Martin’s Self Service Journey
Self Service Best Practices & Takeaways
© 2016 SAP AG. All rights reserved. 22
Plan to Succeed!
Identify where to start; develop a long term roadmap
1. Interview key business stakeholders.
Tip: Leverage the SAP BI /Analytics Strategy Self-
Assessment tool
2. Interview the “data oracles”
3. Document key use cases, owners,
and availability of data for each
business area.
4. Assign “back-of-napkin” priority and
business impact to key use cases.
5. Synthesize use case overlap and critical outliers
across multiple business areas.
6. For those use cases with most overlap and
greatest impact, chart functionalities against
available technology to execute.
7. Establish a cost and priority roadmap.
© 2016 SAP AG. All rights reserved. 23
Data: Prepare Your Data Foundation, and Make it User-
Friendly
• Assist in finding the right
sources.
• Manage metadata for ease of
consumption.
• Perform routine cleansing and
de-duplication.
• Promote to enterprise sources,
with views.
• Minimize moving/copying data
as much as possible.
• Make sure archived and
deleted information is
excluded.
© 2016 SAP AG. All rights reserved. 24
Tools:
Facilitating Self-Service Success
• Know your users and required
functionality.
• Identify special requirements
beyond standard content.
• Choose BI tools that serve multiple
use cases.
• Converge administrative features
onto a single platform.
• BI on BI is key for self-service
success.
© 2016 SAP AG. All rights reserved. 25
User Success Summary
• Identify highest-priority use cases and
immediately assign potential business
impact.
• Understand the spectrum of self-service
use cases and users.
• Don’t lose sight of the governance and
performance requirements for self-
service.
© 2016 SAP AG. All rights reserved. 26
Takeaways
• Fold self-service into your larger
enterprise BI/Analytics strategy.
• Engage your BI/BACC for
governance, training and support.
• Make sure you have a data
foundation in place to support
access, volume, and performance.
• IT should offer agency-style
services to the business beyond
software environments.
Thank you!Pat Saporito
Sr. Dir., Global COE for Analytics
SAP
@patsaporito
Jay Riddle
SAP BI Solution Architect
Lockheed Martin
@jay_riddle
© 2016 SAP AG. All rights reserved. 28
Additional Tips / Resources
• Run a holistic BI Strategy workshop: www.sap.com/bistrategy
• Establish your data strategy with an Information Governance Assessment
workshop. Start by using the online assessment tool. (IT-Project Managers,
Directors, LOB Leads).
• For super-fast deployment, try out Cloud for Analytics! (Designers and Analysts)
• Get ready for the newest innovations by upgrading to BI 4.2. Schedule a BI
Upgrade Technical workshop (IT-Project Managers, System
Administrators/Architects).
• Dive deeper with Lumira and Design Studio Technical 2-3 day workshop (BI
Administrators, Designers, and Analysts).
• Play with the sample datasets that ship with Lumira Desktop
• Check out tutorial videos on YouTube and SCN
© 2016 SAP AG. All rights reserved. 29
Where to Find More Information
Lumira Main Site with Tutorials: http://saplumira.com
Lumira Official Product Tutorials: http://scn.sap.com/docs/DOC-26507
Lumira Extensions: http://www.sap.com/bi-partner-extensions
Lumira Blog: http://scn.sap.com/community/lumira/blog
Lumira on SCN: http://scn.sap.com/community/lumira
Lumira Enablement: http://scn.sap.com/docs/DOC-55921
Lumira Webinars: http://scn.sap.com/docs/DOC-52806
Lumira Roadmap http://service.sap.com/roadmaps * (then Analytics SAP Lumira)
* Requires login credentials to the SAP Service Marketplace