Business Intelligence.ppt/Dec 3, 2013/Page 1Lean Six Sigma - Confidential

Business Analysis Technology

Business Intelligence

December 3, 2013

Business Intelligence.ppt/Dec 3, 2013/Page 2Lean Six Sigma - Confidential

Agenda

Dashboard Development

Business Intelligence

(BI)

LSS & BI (Case Study)

Business Intelligence.ppt/Dec 3, 2013/Page 3Lean Six Sigma - Confidential

Business Intelligence

“Encompassing all aspects of collecting, deriving, analyzing, presenting and disseminating relevant business information to enable better business decisions and/or drive business processes"

Why Business Intelligence?

1. Improve consistency and accuracy of reporting2. Reduce stress on operational systems for reporting and analysis3. Faster access to information4. BI tools provide increased analytical capabilities5. Empowering the Business User

6. Companies are realizing that data is a company’s most underutilized asset

Business Intelligence.ppt/Dec 3, 2013/Page 4Lean Six Sigma - Confidential

Business Intelligence & Data Warehouse

Internal Source Systems

External Data Sources

Data WarehouseData Mart

Ext

ract

, T

rans

form

atio

n an

d L

oad

Business IntelligenceMicrosoft Excel

Microsoft SQL Server

Tableau

Business Objects

Cognos

Etc.

DashboardDashboard Balanced Scorecard

KPI Financial Metrics

RDBMSMicrosoft SQL Server

Microsoft Access

Oracle

IBM DB2

MySQL

Etc.

SQL

Business Intelligence.ppt/Dec 3, 2013/Page 5Lean Six Sigma - Confidential

Business Intelligence Environment

Data WarehouseData Mart

Microsoft Excel

Microsoft Access

BI Query & Analysis ToolsEx: MS SQL Server, Tableau, Brios, etc.

OLAP Cubes

EIS / Dashboards

Data Mining Tools (SAS, Minitab)β

Broad User Base

Narrow User Base

Business Intelligence.ppt/Dec 3, 2013/Page 6Lean Six Sigma - Confidential

Metrics

A quantifiable measure of performance Allows for assessment and comparison

Allows for assessment and comparison

RevenueProfitExpensesNumber of Customer CallsNumber of Customer ComplaintsProduct DefectsGross Margin PercentAccidents per Mile DrivenCost of Sales

Examples

Overhead PercentCustomer ChurnEmployee TurnoverReturn on InvestmentIncome per CapitaCapacityUtilizationAverage Bill RateManagement Ratio

Business Intelligence.ppt/Dec 3, 2013/Page 7Lean Six Sigma - Confidential

Agenda

Dashboard Development

Business Intelligence

(BI)

LSS & BI(Case Study)

Business Intelligence.ppt/Dec 3, 2013/Page 8Lean Six Sigma - Confidential

Balanced Scorecard for Yum Brands

• Balanced Scorecard is a concept helping you translate strategy into action

via corporate performance management. The Balanced Scorecard describes

the strategy for creating value and it realigns resources to ensure the

strategy is successfully executed. Six Sigma executes the strategy by using

data, business intelligence, and process improvement tools.

• Can a Lean Six Sigma Scorecard Be the Answer to Strategy Execution?

I. Financial

• Market share

• Revenue

• Profit margin

Business Intelligence.ppt/Dec 3, 2013/Page 9Lean Six Sigma - Confidential

Balanced Scorecard for Yum Brands

II. Customer

• Customer centricity

• Acquisition and Retention

• Pricing strategy (CI)

III. Process

• Process capability

• Quality control

• Customer experience

IV. Growth

• Market penetration

• Employee turnover

• Distribution channels

Business Intelligence.ppt/Dec 3, 2013/Page 10Lean Six Sigma - Confidential

Agenda

Dashboard Development

Business Intelligence

LSS and BI(Case Study)

Business Intelligence.ppt/Dec 3, 2013/Page 11Lean Six Sigma - Confidential

Business Intelligence & Data Warehouse

Internal Source Systems

External Data Sources

Data WarehouseData Mart

Ext

ract

, T

rans

form

atio

n an

d L

oad

Business IntelligenceMicrosoft Excel

Microsoft SQL Server

Tableau

Business Objects

Cognos

Etc.

DashboardDashboard Balanced Scorecard

KPI Financial Metrics

RDBMSMicrosoft SQL Server

Microsoft Access

Oracle

IBM DB2

MySQL

Etc.

SQL

Business Intelligence.ppt/Dec 3, 2013/Page 12Lean Six Sigma - Confidential

i. Demonstration (In-Class)• Cureitall Data (Cureitall Hospital) will be used to demonstrate Excel

dashboard development.

ii. Training (Online Video)• Online Dashboards tutorial using sample Dataset for Dashboards (Call

Center) and Microsoft Excel 2010.

iii. LSS and BI (Call Center Case Study)• How do we incorporate our dashboard into the DMAIC process? Using

Lean Six Sigma – Call Center to monitor different metrics.

Dashboard Development

Business Intelligence.ppt/Dec 3, 2013/Page 13Lean Six Sigma - Confidential

iv. Practice Exercise - Cureitall Hospital would like to introduce Orthopaedic,

Endocrine and Podiatric surgery.

1. Introduce new Surgery Type• Please go to Data spreadsheet and add surgery type C

(Orthopaedic), D (Podiatric) and E (Endocrine) to the formula in

Column H.• Please change cell B90, B91, B92 to C, cell B93, B94, B95 to D,

and cell B96, B97, B98 to E. The Surgery Description (Column H)

should be updated accordingly.

2. Measure the performance• Please go to Dashboard spreadsheet and update the “Average

Revenue and Profit” chart to reflect the new surgery type.• Can you develop a new chart to demonstrate the performance of

the new surgery type in terms of actual stay and margin?

Dashboard Development

Business Intelligence.ppt/Dec 3, 2013/Page 14Lean Six Sigma - Confidential

1. How to build dashboard using

Microsoft SQL Server, Tableau or

Business Objects?

• Microsoft SQL Server (Free Trial)• Tableau (Free Trial)• Business Objects / SAP Crystal Reports

(Free Trial)

2. What is the Relational Database

Management System (RDBMS)?

• Basic database architecture • Using SQL to retrieve data for Excel,

Tableau, SQL Server, etc.• Online SQL learning materials

Next Steps