Jerry Singer
Director – Data Management Services
ACT- UCSD
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Managed Self-Service BI Overview
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Definition: managed facilities that empower BI users to
become more self-reliant and less dependent on central
IT
Primary Objectives:
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Agility to respond to changing requirements
Quick to market
Lower costs
Clearer definition of roles with emphasis on individual strengths
Improve access to source data
Facilitate data governance and collaboration
Centrally control tool set and enterprise data
Reduce toolset learning curve
Provide function rich BI tools with current state capabilities
Competing forces:
◦ Need for IT to control the creation and distribution of BI assets
◦ Demand from information workers to have freedom and flexibility
without requiring IT help
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Self-Service BI Imperatives
Make BI tools
easy to use
Make it easy to
access source
data
SS BI
Make BI
results easy to
consume and
enhance
Make DW
solutions fast
to deploy and
easy to
manage
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Drivers for SS BI Implementation – TDWI 2011 Survey
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Desired Improvements of SS BI Implementation
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SS BI Roles
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Power User (Producer):
◦ Build dashboards and templates
◦ Produce actionable analytics
◦ Participate/Lead governance
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Consumer:
◦ Task oriented – support day to day operations
◦ Need to easily consume BI and make tactical decisions
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Collaborator:
◦ Improve knowledge content
◦ Use collaborative sources
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BI/DW Builder:
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Supports infrastructure including administration
Provide access mechanisms to source data
Monitor environment
Master level understanding of toolset
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BI Supply Chain
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Roles in Relationship to Supply Chain and Objectives
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Organizational Considerations
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Governance:
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IT Role:
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Departmental Role:
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Toolset and deliverables feedback
Change management
Reusability
Standards, guidelines
◦ Monitoring
◦ Oversight
◦ Access and Security
◦ Requirements and Design
SS BI is part of expanded technology set
Understand Business Users:
◦ Consumers
◦ Producers
◦ Collaborators
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Inhibitors to SS BI
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Recommendations
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Installing easy-to-use BI tools doesn’t create SS BI
IT must monitor SS BI environment
Support collaborative BI
Start with friendly collaborators with current need
Establish governance
Reuse deliverables
Release toolset functionality incrementally
Create starter set of standard reports, analyses, and
widgets
Provide training and sandbox environments
Enable data federation to include DW source
IT must come from mastery for toolset
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