Best Practices: How to Broadly Deploy Secure, Governed

Best Practices:
How to Broadly Deploy Secure, Governed
Self- Service Analytics to Business Users
Vijay Anand & Prittam Bagani
Track 1, Session 9
January 30th, 2014
Speakers
Prittam Bagani
Senior Manager
Vijay Anand
Product Manager
Prittam Bagani is Senior Manager within the
MicroStrategy Market Intelligence group. Prittam
develops MicroStrategy’s competitive positioning
and aids in product development efforts by
analyzing the business intelligence market and
competitive landscape.
Vijay Anand is a Product Manager for Self-Service
and High Performance. With over seven years of
experience with MicroStrategy Inc., he has served
in several capacities, including roles in consulting,
engineering, and marketing.
Prittam joined the MicroStrategy Technology
team in 2007 and moved to the MicroStrategy
Market Intelligence team in 2009. Mr. Bagani
received a Bachelor’s degree in Industrial
Engineering from India and a Master’s in Quality
and Manufacturing Management from
Pennsylvania State University.
His current focuses are Self-Service, Data
discovery, SaaS Business Analytics, Cloud
Intelligence, and High Performance BI. A graduate
from Duke University, Mr. Anand has previously
worked with General Electric, TATA Consulting
Services, and has his own start-up.
Agenda
1. Managed self-service
•
The need of managed self-service
•
Issues with real-world BI implementations
•
The ideal solution, and its benefits
•
How to incrementally implement managed self-service
2. MicroStrategy’s approach to managed self service
•
Self-Service capability
•
Implementing managed/governed self-service
3. How to ensure success and improve adoption
“The Office”
The “BI Engineer/Administrator”
The “Business Analyst”
The “Executive”
The “Request”
The “Dilemma”
The “Outcome”
Challenges with real-world BI implementations
 Backlogs
 Limited agility
What typically happens (Unmanaged self-service)
Enterprise-wide data model
The centralized BI project
acts as a system or record
reporting environment for
important applications
A number of small analytical
silos emerge to satisfy the
one-off or quick data
analysis needs of business
Issues arising from unmanaged self-service
Short-term victories lead to long-term issues
Issues for IT

Spreadmart of analytical silos with conflicting information

Adoption of the enterprise BI system is affected
Issues for Business

Conflicting KPIs

Redundant data analysis

Business gets a subject-oriented view of information
Strategic Issues

Long-term analytical maturity of business is affected
What is the ideal approach?
Ad-hoc
Centralized Schema
Enterprise-wide
data Layer
model
Data
Warehouse
Data Marts Operational
Databases
Multi-Dimensional
Databases
SOR
How to incrementally implement Managed Self-service?
Enterprise-wide data model
Issues arising from unmanaged self-service
Short-term victories lead to long-term issues
Issues for IT

Spreadmart of analytical silos with conflicting information

Adoption of the enterprise BI system is affected improved
Issues for Business

Consistent
Conflicting KPIs
Simplified

Redundant data analysis

Business gets a subject-oriented view of information
Cross functional
Strategic Issues

Long-term analytical maturity of business is affected improved
Agenda
1. Managed self-service
•
The need of managed self-service
•
Issues with real-world BI implementations
•
The ideal solution, and its benefits
•
How to incrementally implement managed self-service
2. MicroStrategy’s approach to managed self service
•
Self-Service capability
•
Implementing managed/governed self-service
3. How to ensure success and improve adoption
What is Self-Service for MicroStrategy?
Product Demonstration to show Business Role
Benefits

Zero Footprint web browser

No setup, installations

No maintenance for version compatibility and upgrades

No need to maintain DB drivers
Self-Service Governance Cycle
From a BI administrator perspective
CONFIGURE
MONITOR
IDENTIFY
MERGE
Self-Service Governance Cycle
From a BI administrator perspective
CONFIGURE
MONITOR
IDENTIFY
MERGE
Governance Cycle
CONFIGURE
Prepare your BI Self-Service environment
Obtain Appropriate Licenses for Data Import, Visual Insight Features
• Data Import > OLAP Services, Web Analyst
• Visual Insight > Report Services, Web Analyst
Identify potential ad-hoc users and provide access to Data Import
• ACL to allow/deny access to Data Import Functionality
Govern Data Import memory of ad-hoc users
• Max size of file imported per user
• Max memory usage per user
Setup the project to suit your unique organizational needs
• Single Server and single project
• Multiple servers multiple projects
Governance Cycle
CONFIGURE
Prepare your BI Self-Service environment
SOR
SEPARATE
PROJECTS
SINGLE
PROJECT
SOR
AD HOC
AD HOC
Fewer Resources
Easier to Setup, Manage, Replicate
Resource Contention
Separate Infrastructure
Additional Tools to Manage Object Transfer
Increased Flexibility for Users
Governance Cycle
Observe and Track ad-hoc usage
Acquire Automated Monitoring Capabilities
• Obtain licenses for MicroStrategy Enterprise Manager
Setup Monitoring Infrastructure
• Setup Statistics Database
• Create Enterprise Manager Reports
Track Most Popular Ad-hoc Scenarios
• Cubes with maximum hits
• Reports Accessed most frequently
• Most Active Ad hoc users
MONITOR
Governance Cycle
Enterprise Manager Sample Report
MONITOR
Governance Cycle
Enterprise Manager Sample Report
MONITOR
Governance Cycle
IDENTIFY
Identify applications Best Suited for Certification
Prioritize Applications based on Usage
•
How beneficial is this Use Case
•
Are the Number of consumers significant
•
Overall purpose
•
Is there Cross functional Impact
Prioritize Based on Data Source and Content
•
Does Data Exist in Certified Environment
•
Does Data conform to existing BI structure
•
Create Best Practices for Data unavailable in Certified Environment
Governance Cycle
MERGE
Consolidate Data Sources into Certified Environment
Incrementally add Self-Service Data to SOR
• Data Blending – No Architecting required
• Multisource – Architecting Required
• Single DWH – Architecting is recommended (cross functional reporting)
Recreating dashboards - VI to RSD
• Added BI functionality, and enterprise reporting capability
• Mobile functionality
• Improve performance
Sustainable Data Discovery
Business do not have
to wait and wants agility
Business users create their own analysis
Sustainable Data Discovery
Business do not have
to wait and wants agility
Business users create their own analysis
MONITOR
IT Maintains Data Governance
and gradually grow BI projects
Sustainable Data Discovery
Business do not have
to wait and wants agility
Business users create their own
analysis
Business Users Continue Using their Dashboards
MONITOR
IT Maintains Data Governance
and gradually grow BI projects
Sustainable Data Discovery
Business do not have
to wait and wants agility
Business users create their own
analysis
MONITOR
IT Maintains Data Governance
and gradually grow BI projects
Dashboards continually used till certified copies are
ready
IDENTIFY
Sustainable Data Discovery
Business do not have
to wait and wants agility
Business users create their own
analysis
MONITOR
IT Maintains Data Governance
and gradually grow BI projects
Dashboards continually used till certified copies are
ready
IDENTIFY
MERGE
Sustainable Data Discovery
Business do not have
to wait and wants agility
Business users create
their own analysis
MONITOR
IT Maintains Data Governance
and gradually grow BI projects
Dashboards continually used till
certified copies are ready
IDENTIFY
Business starts using
certified copies
MERGE
Sustainable Data Discovery
Business do not have
to wait and wants agility
Business users create
their own analysis
MONITOR
IT Maintains Data Governance
and gradually grow BI projects
Dashboards continually used till
certified copies are ready
IDENTIFY
Business starts using
certified copies
MERGE
Sustainable Data Discovery
Business do not have
to wait and wants agility
Business users create
their own analysis
MONITOR
IT Maintains Data Governance
and gradually grow BI projects
Dashboards continually used till
certified copies are ready
IDENTIFY
Business starts using
certified copies
MERGE
Agenda
1. Managed self-service
•
The need of managed self-service
•
Issues with real-world BI implementations
•
The ideal solution, and its benefits
•
How to incrementally implement managed self-service
2. MicroStrategy’s approach to managed self service
•
Self-Service capability
•
Implementing managed/governed self-service
3. How to ensure success and improve adoption
How to ensure success and adoption
Communicate benefits to Business & Partner
Communicate the strategic benefits to Executives

Actionable & modeled data is a valuable corporate asset

No wait, clean data, reliable KPIs, cross-functional visibility

Managed self-service is long-term data analysis strategy

No more redundant analysis and data extraction

Data silos are short-term wins with bad long-term effects

Identify analytics leaders, form analytics competency group
Identify the users who will benefit the most from
Managed self-service
Centralized/
Controlled
Incrementally deliver value by implementing the
governance cycle
Decentralized/
Autonomous
CONFIGURE
Static report
Consumers
Interactive
report
consumers
Ad-hoc
query/
OLAP users
Data
Explorers
MONITOR
INDENTIFY
One-off data
analysts
Measure success
The dull side
Self-service BI
The dark side
MERGE
Q&A
Thank You!