Business Intelligence Centre of Excellence Events Presentation Teaser

ITP Advantage: The Strategic BI Framework 2013 © IT Performs Ltd

BI Centre of Excellence Breakfast Briefings Building a Business Intelligence Culture

Birmingham, Manchester, Middlesex

dates throughout 2013

Glen Westlake

CEO & Founder of IT Performs

Simon Grey

Head of Performance Improvement

Darren Rooney, Neil Kemp

Sales Managers

www.it-performs.com

0845 1249495

http://www.it-performs.com/




8.30 Registration & Breakfast

8.50 Introduction to IT Performs

9.00 1) What do you need for BI Success? (Glen Westlake)

9.30 2) Best Practice to establish a BI Competency Centre (Glen Westlake)

10.00 3) Example of strategic & mature BI in practice: Customer Retention, Product Mix &

Pricing to deliver optimal Profit and Customer Life Time Value (Simon Grey)

10.30 Coffee

10.45 4) When should you invest in BI tools to optimise payback (Glen Westlake)

11.15 5) Introduction to Information Governance (Master Data Management & DQ) (Simon Grey)

11.45 6) Agile Development Approach for BI (Glen Westlake)

12.15 7) ITP Advantage: The Strategic BI Framework

12.45 Q & A Over Lunch & test drive the latest tools from SAP Business Objects V4 and see

how it complements your strategic business intelligence aims

13.30 Session Closes

Agenda

ITP Advantage: The Strategic BI Framework 2013 © IT Performs Ltd IT Performs Limited Four Oaks House, Lichfield Road, Sutton Coldfield, B74 2TZ Tel: 0845 124 9495


Your Speakers Today

Glen Westlake - Founder and CEO of IT Performs:

• 20 years’ experience of performance improvement using data

• Data Warehouse Institute Certified BI Professional

• Former Price Waterhouse Management Consultant

• Business Intelligence Guru at www.guruonline.tv/itp

• Masters Graduate in Engineering

Simon Grey - Management Consultant at IT Performs:

• 30 years’ experience of performance improvement using data

• Former roles at Virgin Media:

• Head of BI

• Commercial Finance Director

• ISP Director

• Former roles at BT:

• City District Senior Management Team Systems Accountant

• BT HQ Chief Accountant , Management Accountant

• Start-ups:

• Videotron and CableTel - cable TV and telephony

• Virgin.net and ntlworld internet service providers

http://www.guruonline.tv/itp








10.30 Coffee








Agenda


BI Success Model


BI Maturity Assessment

• More Business Value as BI maturity increases

• Start from where you are








10.30 Coffee








Agenda


The BICC

Organisational Approach to

Delivering Business Value (Performance Management)


Management Team

Finance

Manager

Operations IT

Strategy / KPIs

Strategy / KPIs

Targets/ KPIs

LoB

Reports Reports Reports

LoB LoB

Targets/ KPIs Targets/ KPIs

Management Pack

Analysis

Analysis

Analysis Analysis Analysis

Typical Flow of MI

Manager

Operations IT

Manager

Operations IT


Two Key Challenges

• Who Pays for the BICC?

• Where does the BICC Sit?


BICC Organisational Models

• Centralised

• Distributed

• Virtual

• Hybrid








10.30 Coffee








Agenda


Customer Lifetime Value

Using BI to Manage Customer Retention, Product

Mix and Pricing for Optimal Profit and CLV


What is Customer Lifetime Value?

£0 £(-) £(+)

Acquisition Marketing

Acquisition Sales

Start-up Investment

Start-up Revenues

Rental/Subscription Margin

Usage-based Margin

One-off Margin

Cost to Serve

Upsell/X-sell Investment

Upsell/X-sell Margin

Downspin Margin Losses

Retention/Winback Investment

Equipment/Debt Recovery

Customer Lifetime Value


Profitability – be realistic

• Not all customers are equal in loyalty

or cost to serve


You can’t get there overnight

Data

Information

Knowledge

Insight

Patterns

Principles

Relationships








10.30 Coffee








Agenda


The MI Business Case

improvement

change drivers

base case

new case

investment

improvements

investment

net benefits

Your investment

appraisal format








10.30 Coffee


11.15 5) Introduction to Information Governance (Master Data Management & DQ) (S Grey)






Agenda


Introduction to Information Governance

…including Master Data Management and Data Governance


Suppliers

Why information is an “enterprise asset”

Actions taken by

People and Systems guided by Information

Customers

Information

Information

Money

Materials


Star Schema – how managers think!

Sales (fact)

Product (dim)

Supplier (dim)

Customer (dim)

Geography (dim)

Time (dim)


A Business Issue – Not a Data Issue

Consume

Produce

Enable

Pro

gram

Man

agem

ent

Business and Decision

Processes

Analytics Processes

Information Processes

Pro

cess

es

Decision Capabilities Collaborative Decision Making,

Intelligent Decision Automation, Applications

Analytics Capabilities Descriptive, Diagnostic, Predictive, Prescriptive

Information Capabilities Describe, Organize, Integrate,

Share, Govern, Implement P

latf

orm

Peo

ple

Metad

ata and

Services

Business Strategy and Enterprise Metrics

Information

Performance

Gartner’s New Business Analytics Framework








10.30 Coffee








Agenda


ITP Agile Approach To Data Warehouse Design

Because Business Intelligence is a journey and not a destination!


3 Views of Agile

• ITP Agile Approach to BI & DW

• Part 1 – Common Understanding

• Part 2 – Agile Definition

• Part 3 – ITP Adaptation for BI


Typical iterative view of Agile

Sprint 1 Sprint 2 Sprint 3

Release 1

Release 2

Sprint 1 Sprint 2 Sprint 3

Sprint 4

Sprint 4


Manifesto for Agile Software Development

We value

individuals and interactions over

processes and tools

We value

working software over

comprehensive documentation

We value

customer collaboration over

contract negotiation

We value

responding to change over

following a plan


DW Analysis Approaches

Dimensional Modelling (Star Schema)

Reporting Requirements Driven

(Outputs/ Top Down)

Data Driven (Inputs/ Bottom Up)

ANALYSIS:

DESIGN:

Live Office BO Desktop

BO Mobile

Operational Polestar/

Search Email AD-Hoc

Analysis Dashboards








10.30 Coffee








Agenda


Vision & Mission

Critical Success Factors

Performance Indicators

Key Performance Indicators

Strategies & Initiatives

Result Indicators

Impossible End Game

‘Dream’

How?

Organisational

Health

The Metrics Hierarchy

Historical

Performance

(CSFs)

(RIs)

(PIs)

(KPIs)

Future

Performance


ITP Advantage: The Strategic BI Framework


Next Steps

To find out more and to see the rest of this presentation please book

onto our next BICC Event:

www.it-performs.com

Alternatively for an immediate

response call us today

on 0845 124 9495

Documents

Business Intelligence Centre of Excellence Events Presentation Teaser