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DIY BI - The way to go!
Wouter de Vos
SUNZ 2010 – Wouter de Vos 2
SUNZ 2010 – Wouter de Vos
About our users• Needs of our users
– Empowered to make timely decisions
– Interconnected pieces of information
– Easy UI
• Culture– Change mind set of our users
– Fish for themselves
– Supported via training and communication
• Composition of our users– From Top to frontline staff
– Varied analytical & technical capabilities
– Catering for this wide-ranging skill set is of utmost importance
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SUNZ 2010 – Wouter de Vos
Elements in creating Self-service BI• Existing reporting landscape was analysed• User analysis, Requirements analysis, Identified Technology to suit existing
architecture and modes of access• Roadmap, phased rollout plan, training strategy, timing & cost• Prioritisation• Using the tools are easy, training in understanding the Data Models are key to
success• Save as...
– Pre-built reports– Filters– Excel SAS AMO cannot use prompts, E.g. Region = Auckland, Region = Wellington– Encouraging users to use “standard” tested reports
• A logo to ensure correct use
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SUNZ 2010 – Wouter de Vos
Solution basics• An Intuitive Information delivery layer
– Metadata Business model,
– Pre-defined standardized WRS reports,
– Excel (AMO) pre-built workbooks using SAS InfoMaps & Stored Processes,
– Wiki pages with extensive information on all layers of the EDW and Reporting
– Custom built Scorecards & Portlets grouped according to subject area
• A common DI & BI infrastructure consisting of robust data models• People, namely
– BI Champions,
– Focused Business,
– ICT EDW staff including a dedicated Training specialist
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SUNZ 2010 – Wouter de Vos
Portal Subject Area page with WRV Reports
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SUNZ 2010 – Wouter de Vos
InfoMap with many Filters
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SUNZ 2010 – Wouter de Vos
Bridging some difficulties• Complex infrastructure• Resistance of users to self help• Diversity of our users and the level of technical competency. • To bridge these problems we offer the following:
– Access to information via SAS E.G.
– Access to information via SAS InfoMaps through EXCEL (AMO)
– Access to pre-build standardized reports in WRV/WRS built on SAS InfoMaps
– Access to pre-built Reports using Stored Process via the Portal / Excel & SAS E.G.
– Access to dashboards built using Custom Built Portlets via the Portal.
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SUNZ 2010 – Wouter de Vos
Our BI Champions• Necessary to develop and maintain information management resources
other than the system itself.
• The conduit between the EDW and the business.
• Pivotal to long term success
• Have day-to-day insight into the running of the business, either as Tenancy Managers, Asset Analyst or various other vital roles within HNZC.
• Have a virtual reporting line to the EDW Project Manager for the 20% of time that they undertake BI Champion functions.
• Training staff to become self serving in terms of information, has: – Developed Business Intelligence (BI) Champions, – Targeted delivery to appropriate staff, – Enabled Layered learning– Good staff development strategy
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SUNZ 2010 – Wouter de Vos
Some of the Benefits of having Self-service BI
• Better control over usage of data• Improved reporting quality• Reduction in number of reports in the Portal• Reduction in ad-hoc requests by 35%• Get results faster, respond to market
opportunities better
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SUNZ 2010 – Wouter de Vos
Areas for improvement• Further explore ways of making information easier to interpret and
to access.• New ways of getting the information must be found, for instance a
good search engine and more visualization tools. (FAQ linked to reports)
• Improved communication of EDW updates, namely when data has been updated
• More support for the BI Champions, i.e. people that they can talk to when they are stuck.
• More BI Champion workshops (at least every 6 months) to share information, get some training and talk to the ICT Team.
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SUNZ 2010 – Wouter de Vos
FAQ page with links to reports containing answers
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Conclusion• Implementing a Self service BI platform in the EDW is
not an easy task. • Collaboration, training and a great deal of planning.• Defining a common vision of the end-result is paramount
to the success of the solution.• The benefits of self-service are substantial and is a true
empowerment of staff. • The need for intuitive data models are amplified and the
demand for ad-hoc information reduced when users “do it themselves”!
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