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BI Competency Center (BICC) – Foundation Services
Simple steps to a solid foundation
Richard Andrews
Regional Vertical Manager – Public Sector Practice
randrews@us.ibm.com
512/ 585-5272
© 2008 IBM Corporation

2. What was, and is, the promise of BI? Why a BICC?
Business IT
 
Organizational alignment with corporate goals & strategy End-user self-service
 
Solve business pains, improve business management processes Faster development, remove reporting backlog
 
Leverage investments in ERP, CRM, etc. Easy administration, lower costs for IT
 
Better Flexibility, agility, collaboration, manage by exception Data integration from multiple sources
Pervasive use – top-down, all LOBs, all types of users
  Single SOA architecture, platform, integration
 
HIGHER ROI Global deployments, enterprise-wide
Everyone: Single version of the truth, consistent quality of data, trusted source
2

3. …Less than optimal conditions…..cause the need for BICC..
ISOLATED DEPLOYMENTS
Lead to…
Sporadic department by department or
Project by Project deployments
That a variety of BI tools are deployed
…resulting in..
increased costs
& difficulty to uniformly use and interpret data
3

4. No socialization of shared best practices…
INSUFFICIENT KNOWLEDGE
EXCHANGE
Knowledge Silos
Lead to..
No use of Shared best practices
..resulting in..
Little Socialization of best practices
Increased Education costs
Little Self-Reliance
4

5. User Dissatisfaction...
USER DISSATISFACTION
Many end users find BI too difficult to use
or
Do not trust the information they get from
it
..resulting in..
No single version of the truth
Reduced ROI on BI Vision
5

6. BICC End State/Goals
Maturing Enterprise & Operational Design = Self Enablement
Self Enablement
Developing a culture of
best practices, community
and Self Reliance
- Reduces costs -
6

7. Popular Reasons for requesting a BICC
 Increase consistency / repeatability of BI deployments (i.e. standardization)
 Gain operational efficiency, economies of scale across the enterprise
 Lack right resources with the right skills to deploy enterprise wide BI
Popular Desired Outcomes of a BICC
 Standardization / reduction of costs
 Self Service / Enable users to operate consistently throughout the enterprise
 Operate under one single version of the truth, single view of the customer
Other Higher yield and performance by IT and business
Revenue growth
Increase usage of BI footprint and adoption in the org
Radiate usage and consistency of BI
Standardisation - reduction of costs etc
Reduction of associated costs (TCO)
Operational efficiency Increase IT & developer satisfaction to manage BI technologies
Inconsistency in the single version of the truth
Decrease staffing costs through reuse of best practises
IT backlog of requests and projects
Drive proactive use of BI
Enterprise investments not fully leveraged
Increase and align better utlization of available resources
Lack of resources with the right skills
Desire to increase consistent delivery of BI
Enable users more consistently/self service
Compliance and Management control of BI
Drive consistent/repeatable delivery of BI (enterprise)
Close the gap between IT & business
Transparency of information (single version of the truth)
Standardization proclaimed/need to execute
0 1 2 3 4 5 6 7 0 5 10 15 20 25 30 35
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8. So,
what
is a
BICC?
OPERATIONAL
ORGANIZATIONAL Promotes & Provides
FRAMEWORK
STRUCTURE
 Expertise throughout an organization
 Repeatable deployments
 Collaboration & Promotion
With… Using..  Delivery Enablement
Interrelated Disciplines Shared Best Practices  Consistent BI skills, standards
+ =
Domains of Knowledge Standard & Repeatable  Predictability
Experience & Skills Processes  Self enablement
IT and Business Standard Technologies
Real or Virtual Orgs Governance
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9. BICC Components
BICC
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10. Best Practices in Forming a BICC
1. Assess your Needs & Readiness
2. Determine Structure – Accommodate your culture
3. Obtain Senior Management Support & keep it
4. Establish a Operational Framework - Integrate People, Process and Technology
5. Scope BICC – Start Small but think Strategic
Readiness & Planning & BICC Operation
Awareness
Assessment Foundation Build Support
PLAN DEVELOP & GROW
DEVELOP OPERATE
THE THE
THE &
SOLUTION COMPETENCY
STRUCTURE RADIATE
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11. 1. Assessing your Readiness – Assess your maturity
 Readiness Roundtable
 Culture
 Organizational Maturity
 People
 Tactical & Strategic priorities
 Technology & Infrastructure
 Implementation timeline
 Processes
Start small, think strategically, systematically accelerate
Pragmatic
steps to an
optimized
business
model
maturity
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12. Roundtable.. in the Readiness Assessment Phase
Part 1 – Roundtable - Preparing for the BICC Journey
Part 2 – Roundtable – Establishing the BICC Charter
Part 3 – Management Discussions & Planning
Audience Approach Deliverable
To obtain the most complete and accurate The BICC Roundtable session helps Gaining an initial
assessment of current state and aspirations us to explore the BICC journey
understanding of the BICC
of successful winning conditions regarding BI,
through a bi-directional discussion Journey and state of
we recommend stakeholder's) (senior
and exercise.
Management) representation of: consensus from cross
functional senior executive
Lines of Business It helps to define the cross-functional management will help the
(each LOB and/or C level rep thereof) enterprise needs of the organization
organization prepare for the
to improve the efficient delivery and BICC Charter and BICC
IT / IS
management of BI / PM technology
(associated representation of IT Groups or Journey
from an ”enterprise” perspective vs.
Shared Service areas)
including BI, Data Warehouse, PMO and regional or project views
Development.
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13. Cognos CC Maturity Scorecard
People Technology Process Governance Standardization Op. Efficiency Score
0 0 0 1 0 2/30
1 (Currently have no (Currently have (Currently have no (Have begun to develop
(Have begun to develop formal repository no formal formal process for Best Practices, but the
Best Practices, but the for organization of process for governing adherence process, structure,
process, structure, Best Practices) maintenance of to Best Practices communication and
communication and Best Practices) and/or processes) organization are informal)
Best Practices organization are informal)
N/A N/A N/A N/A N/A N/A N/A
Current BI Development is
done centrally. No LOB
BI Services services provided
N/A
Advice and N/A N/A N/A N/A N/A N/A
Current BI Development is
Consult Business done centrally. No LOB
Analytics services provided
1.5 1 1 0 2 0 5.5/30
(Maintenance of All components of All components No formal governance Cognos has been No formal processes have
Infrastructure is done technical of technical or steering committee identified as the standard been identified to direct
centrally within BI Team. infrastructure are infrastructure identified to direct the for BI efforts. No the efforts of Tech
No dedicated resource will informal to date are informal to efforts of Tech process to minimize Infrastructure
Technology/ back-up) date Infrastructure rogue efforts in the field strategy/maintenance
Infrastructure strategy/maintenance
0
0 0 0 0 0 0
No formal/informal Data
Governance processes
Data Governance and/or procedures have
Data Availability been established
0 0
0 0 0 0 0
No formal/informal license
License management and/or usage
tracking
Management process/procedures have
(Usage Tracking) been implemented
Rank each intersection from 0 (N/A) to 5 (Optimized)
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14. Determining Structure – Accommodate your culture
2.
IT Governance BICC Leadership
BICC Governance
BICC
“Community”
 Funding Models
 CIO = 67 % Popular in Foundation
 Central Budget, part of IT budget, etc Popular in Foundation
 CFO = 29 %
 Subscription (fair share of costs)
 Billing Queries (fee per activity)
 Partnership or CSO = 4 %
 Services Based ..etc
 Priorities, Company Cultures..
 Communication processes
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15. BICC Structure – Example…
BI Steering Committee
Executive Sponsor (CIO or CFO) / BICC Director / Senior Management/Influential representatives of both Business and IT
Strategic Vision - Enforce the BI Standard – Project Prioritization - Funding Decisions or Requests
Business IT
Centralized / Decentralized
LOB Mgmt & Project Lead
BICC Director
Project Sponsorship, Project Funding
BICC Design, Measure, Evangelism
Virtual or Fixed Tam
Business Requirements
Promotion, Project Registration
Business Analysts BICC Program Team
(optional)
Project Startup Assistance & Guidance
BSAs Project Oversight/Health Check
BI Service – Business Analysis Resource Enablement
Champions
DBA Support Services,
BI Training Service,
ERP and EDW DBAs
Technology Services
DW Governance and Stewardship
System Administrators
Network Operations System & Security Administrators
Support the Infrastructure (Hardware, Capacity Planning and Security)
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16. 3. Obtain Senior Management Support (and keep it)
 Executive Sponsorship
 BI Executive Steering Committee
 Partnership Between Member Organizations
 Strategic Vision
 Enforce Standards
 Priority Alignment
 Easier than bottom up model
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17. Maintain Management Support through Tangible Results
 What are the measurements of success to maintain Management support?
Determine Tangible, measurable results that show ROI of a BICC
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18. Establishing Winning Conditions
4. Establishing a Framework
Bridge Silos & Unlock Information’s Value
Data
Stewardship
Data Warehouse Business Intelligence
Security / Policies
CC CC
CC
Stewardship
CC Governance Standards
Enterprise Program to
Traditional data The tools and processes
Provide oversight of
manage and monitor
warehouse activities used to turn data into
activities for
mission critical data and
and responsibilities actionable information
development,
definition along with for all decision makers
Data must be well implementation, &
assignment of to drive higher
behaved, managed, maintenance of policies,
stewardship and performance
timely and secure procedures
governance / roles for
accountability
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19. Best Practices in formalizing a BICC
Develop an operational framework that defines how
people integrate with technology through process / accountability
Conversion
Reference Architecture and Best Practices
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20. 5. Scope your BICC Requirements…
BICC
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21. BICC Profile:
Large US Health Care / Insurance Provider
 Recognized as strategic - in “Execution” mode
 Objectives
– Proliferate awareness, continuity and
agility in the
use of Cognos technologies
– Help the business engage
in Cognos projects more effectively
– Promote technology
awareness, knowledge
transfer, best practices
– Provide a vehicle for users
to engage Cognos resources and
services
 Reporting to the VP of EDW (IT stakeholders)
 Focused on technical implementation and
evangelism to showcase BI
 Centralized knowledge share / decentralized services
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22. BICC Profile:
Disk Store Company
 Recognized as strategic & Required by IT - Mature
 Objectives
– Proliferate continuity & agility
– Link BI strategy to
corporate strategy
– Respond to business
quicker through common processes
– Establish IT resource requirements
– Consolidation/standardization
– Deliver “customer insight”
– Single, centralized, technical
implementation
 Reporting to the VP of BI (IT) and CIO
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23. How Cognos, an IBM Company, has helped others
 BICC Foundation Services
the CC foundation - start small – think big
Build
 BICC Community Services: (CC Management experts)
Provides proactive BICC management alongside client project managers and partners to
ensure the provisioning of tools, BICC methodologies, practices and strategies that meet
your business needs.
 BICC Platform Services: (Infrastructure and Technology experts)
Ensures that the Cognos BI architectural infrastructure for the BICC meets requirements
and Cognos Architecture Best Practices
 BICC Realization Services: (BI & Data specific experts)
Ensures that the designed solution meets the project’s business requirements and
Cognos Proven Practices, reviews development methodologies and solutions,
recommends Cognos Proven Practices, Standards and Processes
 Guardian Services Engagement model
The guiding Sherpa, for quicker client self-enablement and resource partnering
 PM Journey assessments
workshops, roundtables, etc
 Innovation Center, Blueprints, Communities
Client Proven Shared best practices, free membership
BICC User group of over 225 members from +95 companies
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24. BICC Build out, step by step
Client Self Enablement
STRUCTURED BICC + A la Carte AS PLANNED
Primer & Readiness Managed Engagements
Readiness & Planning & BICC Operation
Awareness
Assessment Foundation Build Support
BICC BICC BICC BICC
PRIMERS READINESS FOUNDATION SUPPORT
SERVICE SERVICE SERVICES
Community Management
BICC Roundtable /
Socialize BICC Managed Community Services
Services to setup BICC
Workshop to align
concepts
Business & IT Operation and support of:
Repository and Best
Foster understanding - Knowledgebase Repository
Practices Sharing Setup
Charter Development
of BICC concepts - Best Practices sharing/building
Aligning to corporate - Technology Showcase
Education Delivery
priorities
Establish baseline
understanding of BICC Training/skills augmentation
Architecture Shared
Document and address
needs
Services Setup &
potential roadblocks Architecture Support
Configuration
Engage cross
Establish BICC scope,
functional teams Integration to enablement teams
Architecture Training
resource, timeline goals
Establish winning BI Phased execution support
BI Applications State
BICC components and
conditions for
maturity analysis
assessment and Alignment to Data & IT
BI support Roadmap
planning efforts Governance
Foundation planning
BI Reporting and Modeling
Agreement for Report Factory & Support
Best Practices
Agreement to move
Readiness Execution
forward
Assessment
Data Governance Setup
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25. BICC Readiness Service
• Readiness Assessment develops preparation for the BICC Journey
• Executive Roundtable Workshop aligns cross functional teams
• Plans for the “art of the possible”
• Builds consensus on the BICC foundation via a BICC Charter
• Facilitated and led by BICC Community Leader
• Empowers senior management to define a prescriptive go forward plan
• 7-10 Days typical implementation
• Based on Industry Best Practices
• Includes BICC, Education, Platform, Infrastructure, BI Services.
• Utilizes an approach that considers technology, culture, people and process
• Optionally Data Governance, Content Management, Support Services
• Creates Roadmap for BICC Foundation build out
Day 4,5,6
Day 2
Day 1 Day 7
Day 3
Optional: [8,9,10]
Maturity Assessment
Executive Roundtable Develop BICC Charter Foundation Roadmap
BICC Core Components
Education
Engage Cross Consolidation and
Infrastructure
Maturity vs. Goals
Functional Teams to documentation of Creation of Roadmap
BI Services
achieve alignment Roundtable Objectives and Plan for Foundation
[Data Governance]
Organizational Gap
and results Build out
[Content Management]
Analysis
Both Business and IT
[Support Services]
Refinement of Results Requirements
Detailed drill down on
Management
Education Readiness
BICC components
discussions, Planning BICC Charter Timeline
and Prioritization co-development
BI Infrastructure Readiness
Measure maturity and Staffing models
needs vs. capabilities
Definition of BICC
BI Services Readiness
Steering Committee, Presentation
Structure, Funding Demonstration
[Data Governance Readiness]
Models Agreement
[Content Mgmt Readiness]
[Support Services Readiness]
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26. BICC Foundation Services: Pillars for Success
BICC Foundation Service
• Establishes Operating Framework and Foundation to support BICC
• Establishes BICC as a Strategic Asset
• Communications Plan, Success Plan, Value Metrics, Success Criteria
• BICC Community Leader for Foundation build out
• Projects Prioritization, Resource Prioritization
• Platform Expert for Common Architecture Framework
• Harvest/Develop Best Practices & Standards, Repository Knowledgebase
• BI Experts for BI, Reviews, Best Practices & Franchise Services
• Identify/Harvest/Build Reusable components
• Education Standards setup, customization and delivery
• Promotion & Technology Showcase
• Plan determined in Assessment
• Foundation Roadmap for Operational Support
Education Data
BI
BI
EU Adoption Governance
Platform
Realization
BI Architecture Design
Design Review & Practices Enterprise Data Governance
Learning Assessment
BI Install & Configuration
Modeling Review & Practices Data Quality
Public Education
BI Performance Tuning
Reports & Application Review & Information Analysis
Practices On site Education
BI Operational & Architect Information Architecture
Management
Security Review & Practices E-learning education
Go! Mobile Install & Configure
Upgrade Readiness Enterprise Training License
Go! Mobile, Cognos Now Enterprise Training
Customization
BI Support Services
End User
Remote Report Factory Adoption Services
BI Project Services
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27. BICC Support Services
• Operate Phase leverages BICC as a Strategic Asset
• Goal of Operational Efficiency and Self Reliance
• Self-sustaining Enterprise Competency Community
• On going commitment to excellence
• Projects Prioritization • Guardian model for sustained success, knowledge transfer
• Leverage of Franchise Services • No “one size fits all” – Plan determined in Foundation
• Leverages Best Practices & Standards introduced in Operating Framework • CC Roadmap determines “end point”
• Continuation of Best Practices and Repository Knowledge Base Harvesting • CC Charter determines scope and success criteria
• Measure Gains vs. Charter goals
BI BI Education Data
Realization Platform EU Adoption Governance
Metrics Implementation & Learning Assessment Data Governance
BI Architecture Monitoring
Continuous Improvement
Public Education Data Quality
BI Performance Tuning
Pilot Projects Implementation
On site Education Information Analysis
BI Operational & Architect
Continued Knowledge & Best Management ensures self
Practices Portal E-learning education Information Architecture
reliance
Migration Assessments Enterprise Training License
Franchise Services Enterprise Training
Process Assurance Customization
Embedded Development
Embedded Advisory Services End User Adoption Services
Report Factory Services
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28. Common Barriers Inhibiting BICC Success
 Organizational change / Behavior
change
Don’t let politics get in the way
Don’t let exceptions become the rule
 Gaining support of peers / execs
Go around roadblocks
 Established Operating framework / Don’t forget that you are selling
foundation to support BI as a
Don’t forget to include more people, the more
strategic asset (to the enterprise)
people who participate the more they will adopt
BI and the higher your ROI
 Balance of Centralize vs Decentralize /
Real vs Virtual
 Balance of resources with competency,
stewardship and governance
 Understanding the successful path to
take on the BICC journey
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29. Summary:
A solid foundation will
enable your self-sufficiency faster
 Sponsorship from the top, commitment to a
BI/PM vision
 Lead from the Business in partnership with IT
 Suitable BICC structure & scope to drive culture,
consensus
 Standardize on fewer BI software platforms
 Continuously drive for a single version of the
truth
 On-going training to raise skills
 Communicate best practices, standards,
successes
 Start Small – Act Tactically while thinking IBM Cognos provides the knowledge, experience,
Better practices and know-how to assist organizations
Strategically In defining and implementing a customized BICC/PMCC
Roadmap to help our clients achieve desired states of CC maturity
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30. ®
Thank Cognos Innovation Center
– http://www.cognos.com/innovationcenter/businessintelligencecompetency
you /index.html
BICC User Group
Q&A
© 2008 IBM Corporation