Business Intelligence Services Capability and Architecture - PowerPoint PPT Presentation

Business Intelligence Services Capability and Architecture

Assessment and Roadmap

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Charter and approach

Charter

• Driver: What was the motivation for the engagement? What does the client want to accomplish?
• Objective: What are the objectives of this engagement?
• Deliverable: What are expected deliverables/outcome from this engagement?

Approach

• Duration: Length of the engagement?
• Scope: Scope of the engagement? (see Statement of Work (SOW)
• IT Services: Business Intelligence (BI) (any other services included?)
• Technologies: Microsoft® Office SharePoint® Server and Microsoft® SQL Server® (any others?)
• Information Sources: Direct interviews with services and technologies stakeholders information technology (IT). Mention if business stakeholders were also accessed/interviewed.
• Framework: Service-based enterprise architecture framework from Microsoft.

Acknowledgement

• Business: Who in the business was interviewed or involved?
• IT: Who in IT was involved or interviewed?
• CoreTeam: <client> team members of the project and Microsoft team members

• Executive Summary
• Strategic Assessment and Plan
• Business environment
• Strategic objectives
• Key business processes
• BI Business Capabilities – Desired and Current State
• IT environment
• IT Objectives
• Capability map and maturity
• BI Services map
• Architecture vision
• Roadmap
• Impact
• Benefits
• Cost
• Execution
• Risks and Constraints
• Governance
• Operating Plan

Key challenges, observations and the solution/plan

Problem Statement

• Challenges, pain points, issues and opportunities?

Key Observations

• What did we “notice” worth mentioning here? Good/bad.

Solution

• What is the solution to the problem?

Plan

• How do we intend to make it happen? What are short-term, near-term, and long-term plans?

• Business environment
• IT environment
• IT architecture
• Impact
• Execution

Strategic Assessment and Plan

Business environment

IT environment

IT architecture

Impact

Execution

Top level goals and capabilities needed to reach them

• What is business trying to accomplish and why?
• What connected business capabilities are needed to realize these objectives?

Reviewed processes dependent on BI Capabilities

• What are the business processes reviewed during the engagement?
• What did we find – issues, requirements, impact.
• What connected business capabilities do they need?

Identifying supporting business Capabilities

Business capabilities supporting strategic objectives across business processes and functions are identified.

Supporting Business Capability Maturity

<summary statement(s) about the maturity>

Current State

Desired State

Success factors and strategies

<Summarize key objective(s)>

Enabling required business capabilities

• BI Services and capabilities with contextual content can support most business capabilities needed to achieve strategic objectives

• Update significant capabilities

• Organizational capabilities required for realizing strategic objectives

• Capture and deliver
• Contextual
• data

*significant capabilities highlighted

Enabling required business capabilities

• BI Services and capabilities with contextual content can support most business capabilities needed to achieve strategic objectives

• Update significant capabilities

• Organizational capabilities required for realizing strategic objectives

• Capture and deliver
• Contextual
• data

*significant capabilities highlighted

Capability maturity

The functional, performance and operational characteristics of many information management services must be improved to enable desired business capabilities.

Current State

Desired State

Capability View

BI Services

Client Interfaces

Back Office Services

• BI services provide a range of capabilities and are organized into four services domains
• Application
• Access
• Information
• Data services
• Capabilities may be delivered or access from multiple channels such as mobile devices, web, or PC
• BI services depend upon portal and collaboration services for access, distribution , publishing, and sharing data
• Due to many strategic initiatives over the next few years, including enterprise customer system, smart meters and grids, the demand for broad spectrum of BI capabilities will significantly increase

BI Application Services

LOB App

Supply Chain

Dashboard & Scorecards

Managed Reporting

Operational BI

Self-service BI

Human Resources

Office

Control Systems

BI Platform Services

Web Browser

Access Services

Information Services

Data Management Services

Billing

Presentation

Reporting

Master Data Management

Data Storage

Mobile

Material Management

Distribution

Analysis

Data Integration

ETL

Web Services

Customer Management

Financials

Foundation: Infrastructure and Operations Services

Firewall

Load Balancing

Security

Database

Storage

Monitoring

Workload Management

Remote Access

Clustering (High Avail)

Directory

Server OS

Backup/ Recovery

Auditing/Logging

…

Component View

BI Reference Model and BI Applications Archetypes provide detailed technical decomposition of many BI services. The component view is useful for the design, organization, integration, and reuse of any BI solution.

Each component is evaluated in terms of current implementation(s), potential constraints, and architecture direction to support desired scalability, functionality, and performance.

BI Application Services Derived from BI Application Archetypes

Dashboard and Scorecards

KPI Management

Configuration

Consolidation & Integration

Events and Monitoring

Managed Reporting

Operational BI

Self-service BI

Client Interfaces

BI Platform Services Derived from BI Reference Model

Client Interfaces

Access Services

LOB App

Presentation

Distribution

Security

Sile Subsystem

Ui Control Manager

Presentation Format Mgr

Delivery Subsystem

Schedule Manager

Office

Page Layout Subsystem

Print Manager

Alert Manager

Publishing Subsystem

Subscription Manager

Database

Web Browser

Information

Storage

Reporting

Analysis

Report Authoring Tool

Report Data Manager

Reporting Monitoring

Report Subscription

OLAP Authoring Tool

Data Mining Subsystem

Analysis Management

Monitoring

Mobile

Rep. Rendering Subsystem

Report Catalog Manager

Report Delivery Manager

Report Management

Cube Subsystem

Analysis Storage

Backup/Recovery

Web Services

Data

Master Data Management

ETL

Data Storage

Data Integration

Auditing/Logging

Extract Subsystem

Load Subsystem

Data mart

ODS

Replication

Transformation Subsystem

ETL Management

DW

OLAP

Data Exchange

Data Consumers and Providers

See BI Reference Model and Archetype documents for details.

Assessment and Plans

The application services are business-facing, high-level services provided by instantiating and/or leveraging platform services

• KPI Management: Need capability to define and aggregate KPIs at individual (role), departmental, process levels. Currently only financial (lagging indicators) KPIs are reported.
• Configuration: A business function should be able to configure what (balanced scorecard) they want to monitor and manage. Currently pre-defined financial view of the group is presented.
• Consolidation and Integration: Process KPIs would require data from multiple data sources combined and rationalized to show correlation and to drill down into specific functional area.
• Events and Monitoring: In most cases, dashboards are updated monthly. To respond to fluctuating demand and supply, must have dynamic, event-driven dashboards.

Dashboard and Scorecards

Managed Reporting

• Each lines of business (LOB) application and business groups have their own way to managing reports. Must provide consistent user experience and mechanism to identify, produce, distribute and archive reports.

Operational BI

• Operational reporting and analysis is going to be very critical for internal management as well as for customers to monitor, manage and plan energy consumption and cost. Must consider near real-time meter data gathering and price monitoring, consolidation, reporting, distribution and notification.

Self-Service BI

Customers and business users should be able to create their own custom reports and analytics. Must provide provisioning of data where the data required for reporting and analysis is not already available.

Technical View

The following architecture models the range of capabilities and interfaces related to BI services.

Over time, users want to have a unified and consistent experience across all types of information and transactions. The information access relies on portal and collaboration services for a single point of interface. Users would expect close to real-time analysis and reporting. The underlying technical architecture must be scalable and flexible to process large volume of data.

External and internal users may need to have access to similar information. The breadth and depth of integration with data and applications, along with security considerations may drive separation between internal and external access.

Note: A server in the diagram does not necessarily imply a separate physical hardware. It is meant to represent a service. The physical implementation of a service or capability may use one or more hardware components.

Current architecture assessment

Identify current state and issues – what works (good), what is a concern they must watch/evaluate, what is design constraint or show stopper they must address soon

Technology and physical architecture

Assessment of technology and physical architecture implementing BI capabilities

Architecture designed for growth

Roadmap

• Short-term: ??
• Mid-term: ??
• Long-term: ??

Short-term

(< 6 months)

Foundation

Mid-term

(< 18 months)

Analytics

Long-term

Business of the Future

Dashboard and Scorecards

Team KPIs

Team Dashboards

Enterprise Dashboards

Modeling

Forecasting

Scorecards

Access

Portal: Pull Distribution

Push Distribution

Publishing

Off-line

Excel Services

Information

Reporting

Analytics

Visualization

Data Mining

Real-time

Data

Functional Data Marts & Cubes

Notification Services

DW to Data Mart/Cube data transformation

Master Data Management

Infrastructure

Partitioning

Object-level security

Monitoring

Provisioning

Archiving

Clustering

Clustering

ETL Performance

Projects

DW and ODS security assessment and planning

Operational practices implementation. For example, monitoring, change management, capacity planning

DW design optimization

Microsoft Office SharePoint Server BI services configuration

SQL Server 2008 Upgrade

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