SSDPS Training: Business Intelligence Strategy Implementation Guide

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SSDPS Training: Business Intelligence Strategy Implementation Guide June, 2011

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Guidance Deck Overview Best practices for executing BI Strategy Assessment engagements Three sorts of Business Intelligence Strategy Assessments 1 Core 2 Advanced 3 Complete 3 day appraisal Analysis of current environment and BI vision Capabilities evaluation 5 day appraisal Methodology/approach; norms and administration Business esteem demonstrating 10 day evaluation Sections, breakthroughs/errands, Proof of Concept (POC) Deployment guide Target Customers: SQL Server clients prepared to make a BI arrangement.

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Assessment Outcomes Deliverables and objectives by sort of evaluation

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Engagement Activities Implement appraisal engagements taking after the venture movement stream Start Pre-Kickoff Meeting or Conference call Initial Conversation with the Customer Execute the Offering Project Activity Flow Resources? Appraisal and Roadmap Document with vision, design and plans Envision Y Kickoff Meeting Proof of Concept High-level talk of Bi Needs and Architectures Validate N Y CoS Achieved? State of Satisfaction CoS Negotiation Y N CoS Feasible N Final Findings Presentations Finish

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Large Customer Considerations Guidance focuses for extensive client evaluations Engagement Type & Focus POC Guidance 10 day engagements prescribed for expansive clients 3 and 5 day engagements not suggested client environment excessively complex Focus engagement on a particular line of business or association Position POC to address business goals of a solitary line of business Focus POC approachs toward big business wide best practices, layouts, and examples Pre-POC execution best practices: Prior to engagement begin, secure access to frameworks and information sources including client represent advisors with proper benefits) Assure extent of POC is reasonable for a 3 day usage (i.e. one branch of knowledge) Assure server advancement foundation is accessible Assure hotspots for realities, measurements, and fundamental business/change standards are recognized and accessible If no POC in engagement, increment broadness and profundity of investigation and evaluations

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Consultant Resources Considerations Requirements for counseling assets item ability and experience Ensure that all venture assets meet the mastery and experience necessities Required Consultant Product Expertise Required Consultant Experience & Skills SQL Server Relational Engine (2005 , 2008, 2008 R2) SQL Server Integration Services SQL Server Analysis Services SQL Server Reporting Services SharePoint (2007, 2010) Gold Competency in Business Intelligence and additionally Data Platform At minimum 2 end-to-end BI usage finished Excellent correspondence and customer confronting aptitudes Problem unraveling and transaction abilities Consultant must have aptitude in all items

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Pre-Engagement Activities Checklist: surveying the client specialized and business environment Checklist Resource: BI Pre-Engagement Questionnaire SSDPS

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Engagement Process Implement appraisal engagements taking after the venture movement stream 1 Engagement prepare starts with pre-kickoff gatherings and beginning discussions with the client Start Pre-Kickoff Meeting or Conference call 1 2 Use consequences of pre-engagement exercises to decide most proper assets, see abnormal state targets, and to timetable meetings Initial Conversation with the Customer 4 Execute the Offering Resources? Extend Activity Flow Assessment and Roadmap Document with vision, design and plans 2 Envision Y Kickoff Meeting 3 As engagement starts, extension and state of fulfillment are characterized Proof of Concept High-level discourse of Bi Needs and Architectures Validate 3 Y N 4 Execution incorporates Envision and Validation (POC). Note: POC is material for 10 day evaluation situations CoS Achieved? State of Satisfaction CoS Negotiation Y N CoS Feasible N Final Findings Presentations 5 Final discoveries are introduced to the client alongside clear guide for actualizing BI methodology Finish

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Day 1-Knowledge Capture Goals Discuss business destinations, earlier learning, and non-MS BI instruments Objectives and Lessons Learned Non-MS BI Products

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Day 1-Knowledge Capture Goals Discuss business goals, earlier learning, and non-MS BI apparatuses Key Discussion Points and Knowledge Capture Targets Discuss business targets, difficulties, and issues that are being focused for determination Take notes of all focuses examined and gather all significant documentation accessible from the customer. Additionally catch every applicable outline (i.e. information stream) Discuss endeavors that are being done or that had been endeavored to address business goals and difficulties Identify all lessons gained from current/past BI activities, if any Are there BI instruments/stages that had been now chosen or obtained for tending to BI ? Are there desires to detail BI procedure around existing devices/stages ? Targets and Lessons Learned If there are existing non-Microsoft BI instruments/stages (i.e. MicroStrategy ) obtained by the customer and anticipated that would be utilized as a piece of worldwide BI methodology, distinguish the development condition of current usage If appropriate, fuse in proposals, technique for utilizing existing devices as a part of introductory periods of BI Strategy Deployment for pertinent segments of BI framework (i.e. utilize Panorama for dashboards and scientific reports). Nonetheless, characterize methodology for supplanting non-Microsoft BI instruments in taking after phases of BI Strategy Deployment with similar segments of Microsoft BI toolset ( Non-MS BI Products

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Day 1-Discuss Business Objectives & Prior Learning Capture data by means of the exercise manual device Use the Capability Workbook to help with characterizing Process Checklist Business Infrastructure Capability Definitions Strategic Objectives Business Infrastructure Capability Map and Assessment IT Capabilities and Assessment Project List and Roadmap Resource: BI Capability Workbook SSDPS All segments of this layout cover more than with is in degree for a 3-day appraisal. Utilize just segments suitable to the extent of evaluation.

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Day 1-Discuss Business Objectives & Prior Learning Clarify with customer what examination wo exclude Capture data by means of the Capability Workbook device

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Day 1-Interview Key Stakeholders Conduct Interviews with all essential client representatives Interview Targets Business Stakeholders Technology Stakeholders 1 Perform Interviews 2 Document Findings 3 Identify Common Response Patterns Use steady meeting layout Capture all the data Example designs: Requirements to have penetrate into and bore crosswise over access to information Requirements to have solidified reporting and investigation Requirements to have brought together archive of ace information elements

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Day 2-Consolidate Findings Compile all appropriate data from day 1 Consolidate all discoveries from day 1 Business destinations, difficulties, and issues that are being focused for determination Are there non-Microsoft items/apparatuses that are thought to be in extension? System for presenting Microsoft full BI stack What is the degree for the engagement?

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Day 2-Begin Design Create consistent plan Finalize gathering points of interest of existing information sources, and data administration and conveyance frameworks Begin Shaping BI Vision Create Logical BI Architecture Logical BI Architecture recommended contemplations: Logical Data Architecture Logical Metadata and Master Data Management Logical Infrastructure Architecture Logical Technology Architecture Logical Information Delivery Architecture Logical Security Architecture Logical BI Semantics Architecture

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Day 3-Map the Customer Situation Create BI Assessment and Roadmap Document Include the accompanying 4 areas in the archive : 1 Executive Summary 2 Current Environment 3 Data Delivery Challenges Include the accompanying in the BI Vision segment: Logical Data Architecture Logical BI Architecture Metadata and Master Data Mgmt Logical Infrastructure Architecture Logical Technology Architecture 4 BI Vision Review deliverable with the customer Resource : BI Strategy Template SSDPS

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Day 3 – Executive Summary Ensure that your official synopsis incorporate the case segments recorded here Problem Statement Enterprise Customer System activity, Utility without bounds, request more noteworthy requirement for Business Intelligence Services, for example, entryway, reporting and examination abilities, where and when required. These requests will make perpetually expanding information volume while contracting window of data handling We should ensure the BI Services are architected and appropriated bolstered for development, accessibility and sensibility Various business procedures and capacities depend on comparative abilities, for example, legitimate wellspring of data, data digitization, opportune access to data, reporting and investigation and work process Maturing BI capacities will straightforwardly enhance the development of numerous level business capacities. These capacities must be enhanced from current level of 1 or 2 to level 3 or 4 BI and DBA/Operations groups have misty parts and duties and clashing targets Eleven branches of knowledge composed in three portions give adaptability, yet outline and usage has made extra conditions and inertness Key Observations Use benefit based way to deal with arranging and overseeing BI Capabilities BI group is conceded extended power in driving and executing its arrangements. Other teams\, for example, DBA and operations give important support, not control Ensure BI administrations are modeler for development and reasonability i.e. extra limit and assets can be included at a satisfactory cost and push to meet futur