Transcript Presentatie - DycoTrade by HGH

Louis de Koning
BI & Reporting
Ben Spaninks
Dycotrade Roundup
Amsterdam, 25 March 2014
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BI and Reporting in a higher gear
The next level in management and business reporting
Vision on Business Intelligence & Reporting
25 March 2014
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DEFINITIONS
What are we talking about ?
25 March 2014
Data
Information
Data are symbolic representations of
observations, for example in numbers:
“The company has 100.000 Euro profit.”
While data on its own has little or no
significance, it is important raw material
for information.
Information is data organized and
presented in a meaningful way that it adds
knowledge to the user. In most cases, by
comparing significant structured data. For
example: “The company makes 25% more
profit than last year”.
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INTEGRATED ANALYTICS
Most organization have invested heavily in transactional (ERP) systems, but still lack the
connection between the users and their need for information.
The information requirements for the end users are often unsufficient, because the
(initial) investments are focused on the transactional processes.
This is further complicated by the fast changing information requirements to
respond to changes in the environment.
The primary recording of data is linked to the transactional processes and are not
flexible to adapt to changing information requirements and new market challenges.
As a result information and reporting are lagging behind and are expensive to
adapt. This lack of agility generates additional costs and missed opportunities.
ERP or Best of Breed, it makes no difference because the information is generated
from data recorded in several systems, modules and/or databases  hence the
need for Integrated Analytics.
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INFORMATION ANALYSE
I want to know everything…. Or maybe not….

The need for information has a relation with the tasks, responsiblities and competences
of a job. This can be an internal or external function.

Concluding: WHO has WHEN, WHICH information required, in which FORM and WHY

Purpose of the information (report) determined by:
 Content
 Presentation
 Frequency
 Level of detail
 Level of reliability (accuracy and completeness) -> often a consideration between
speed (timeliness) and weighing costs / benefit
 Method of delivery possibility
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BUSINESS INTELLIGENCE OBJECTIVES
How do I get my information…
Event driven
Business
Cases
Ad hoc query’s
Data mining
OLAP
Interactive
Performance
management
Fixed frequency
(point of time)
Spreadsheets
Standard
reports
What has happend?
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Planning &
forecasting
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Why did it happen?
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What is going to happen?
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CLASSIFICATION OF INFORMATION : 4 QUADRANTS
Strategic information
• Merging data from different
sources (internal and external)
• Ratio’s
• KPI’s
• Indexed/normalised
Operational Information
• Fixed format
• Temporary: often discarded after
use (eg thrown or send away)
25 March 2014
Dycotrade user group
| Vision on Business Intelligence & Reporting
Compliance information
• Numerical
• Not adaptable (can not be
manipulated)
• Consistent
• Frozen data
• One version of the truth
• Legally determined and significant
Process Information
•
•
•
•
Analytic
Ad-hoc
Adaptable, agile
Flexible in presentation and
analysis but based in frozen data
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CLASSIFICATION OF INFORMATION: 4 QUADRANTS
Strategic Information
• CPM – Corporate Performance
Management systems
• DWH – Data Warehouses
• Planning systems (including
scenario planning)
Operational Information
•
•
•
•
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Browse (on line)
Prints direct from system
Printing streets
Reporting tools
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Compliance Information
• Browse directly on source
• XBRL (SBR)
• Consolidation & Group Reporting Systems
(GRS) with secure databases
Process Information
•
•
•
•
OLAP (BI and Data Discovery)
Advanced browse
Spreadsheets
Reporting warehouse
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" Selection: Organisational fit determines
the success of implementation.
1)
2)
3)
4)
5)
6)
Process fit
Data fit
Technical fit
User fit
Strategic fit
Vendor fit
– on basis of functional needs and requirements
– connection to the data model of the organization
– does the solution fit in the technical platform and policies
– users are able and willing to work with the solution
– the solution suits the strategy of the organization
– the supplier suits the organization (partnership)
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BI (REPORTING) CONTROL CYCLE
Define
Report
Archive report
It is important to activily monitor the use,
relevance and actuality of the reports,
dashoboards and other information in use.
All reports at a certain livespan will have to
be archived and are replaced by new
versions.
Build Report
A Management Information Office (MIO)
can monitor the BI Control Cycle to ensure
the quality of information (reports,
dashboard, etc).
The objective is to offer users (from the
repository) relevant, current, tested
reports and dashboards.
BI Report
controle cycle
Monitor usage
Test Report
Insert report in
repository
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MIO EVOLVES OVER TIME….
Typical Roles & Responsibility
Delivery management
 Planning
 Visual representation
 Authorizations (table)
 Implementation
 Management & Support
applications
 Project Management
 Process improvements
Data management
 Maintenance datamodel
 Maintenance definitions
 Policies and Procedures
 Reference data
Report management
 Maintenance standard
reports
 Communication with
customers/ suppliers
 Improvement proposals
and business cases
(timely, quality,
availability, accessibility,
uniform)
 Training
 Incident management
 Documentation
Quality management
 Make control reports
 Develop and manage
change procedures
 Standardization and
harmonization, cleansing
 Stimulate/ mobilize in
order to increase quality
 Identify weaknesses and
problems, develop
solutions
 Risk assessments in
order to increase
performance
Within all these Roles & Responsibilities (not exhausting) 5 items are relevant for a high
performance and mature MIO Organization:
1.
2.
3.
4.
5.
25 March 2014
Effective Organisation
Efficient Processes
Trained Professionals
Reliable Systems
Clear Information Supply & Demand
Dycotrade user group
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The performance on these 5 axes should be measured,
monitored and subject to continuous improvement.
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MATURITY AREAS OF A MIO
“Management Information
has priority within the
organisation and is
organized accordingly.”
“The MIO process are efficient
and well documented.”
Effective
organisation
Efficient
processes
Performance
Measurements
MIO
Clear Information
Supply & Demand
Trained
professionals
“The right people with the
right skill set for the job.”
“Clear requirements of
Management Information and
well documented and commonly
recognized data model.”
Reliable systems
‘One source of truth. Reliable source
data and efficient data model
25 March 2014
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MATURITY AREAS OF A MIO: GROWTH PAD
Level 1:
Data Factory
Effective
organisation
Efficient
processes
Level 2:
Information
Intermediate
Effective
organisation
Performance
Measurements
MIO
Clear Information
Supply & Demand
Performance
Measurements
MIO
Trained
professionals
Clear Information
Supply & Demand
Trained
professionals
Reliable
systems
Level 3:
Information
Support
Effective
organisation
Reliable
systems
Efficient
processes
Level 4:
Information
Planner
Performance
Measurements
MIO
Clear Information
Supply & Demand
Dycotrade user group
Effective
organisation
Efficient
processes
Performance
Measurements
MIO
Trained
professionals
Clear Information
Supply & Demand
Reliable
systems
25 March 2014
Efficient
processes
| Vision on Business Intelligence & Reporting
Trained
professionals
Reliable
systems
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MATURITY AREAS OF A MIO: FOCUS PER LEVEL
High
Quality
Management
Data Delivery
Report
Management
Report
Management
Data
Management
Data
Management
Data
Management
Data Delivery
Data Delivery
Data Delivery
Low
Data Factory
25 March 2014
Dycotrade user group
Information
Intermediate
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Information
Support
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Information
Planner
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THE FUTURE OF BUSINESS INTELLIGENCE
Sustainable organizational assurance is needed to provide the appropriate information in a timely
matter to employees and management in the organization
For organizational assurance we distinguish :
1. Technical management-> Providing and supporting the technical application;
2. Application management-> Design and management of ETL and interfaces, as well as Database Management;
3. Functional management-> set-up, maintenance, adjustments and accountability of reporting, preferably by
setting up internal Management Information Office (MIO) function
MIO can be set up in 4 models:
1. MIO within ICT
Benefit: concentration on technical knowledge and competence to build and maintain reports;
Disadvantage: Lot of communication in between business and IT in order to determine the requirements in
order to finalize the report;
2. MIO within the users organization, like at the Business Controller
Benefit: Fast switching for realization of new and adjustments in report (the business financial is building)
Disadvantage: Does not always has the correct technical knowledge, competences and experience. In addition, a
lack of discipline can occur for testing every new or adjusted report before using it;
3. MIO for adjustments and simple reports within the users organization and the complex reports by BI specialists
in the IT-department, who will also secure and monitor the Repository and test process;
4. Virtual MIO in the users organization, with a central coordinator and contribution from staffing companies;
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THE MARKET OFFERS
Reporting
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OLAP
Compliance
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CPM
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Tax
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