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Business Intelligence Services Capability and ArchitectureASSESSMENT AND ROADMAP
<DATE>VERSION: <N>
2
Project OverviewCharter and approach
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?
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.Business: Who in the business was interviewed or involved?IT: Who in IT was involved or interviewed?Core Team: <client> team members of the project and Microsoft team members
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Agenda
1. Executive Summary
2. Strategic Assessment and PlanBusiness environment
Strategic objectivesKey business processesBI Business Capabilities – Desired and Current State
IT environmentIT ObjectivesCapability map and maturityBI Services mapArchitecture visionRoadmap
ImpactBenefitsCost
ExecutionRisks and ConstraintsGovernanceOperating Plan
4
Executive SummaryKey challenges, observations and the solution/plan
Challenges, pain points, issues and opportunities?
What did we “notice” worth mentioning here? Good/bad.
What is the solution to the problem?
How do we intend to make it happen? What are short-term, near-term, and long-term plans?
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Strategic Assessment and Plan
Business environment
IT environment
IT architecture
Impact
Execution
Strategic Assessment and Plan
Business environment
IT environment
IT architecture
Impact
Execution
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Business Objectives and Plan
What is business trying to accomplish and why?
What connected business capabilities are needed to realize these objectives?
Top level goals and capabilities needed to reach them
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Key Business Processes
What are the business processes reviewed during the engagement?
What did we find – issues, requirements, impact.
What connected business capabilities do they need?
Reviewed processes dependent on BI Capabilities
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Business ArchitectureIdentifying supporting business Capabilities
Domain CapabilitiesNumber of Strategic Objectives
Enabled
1 2 3 4 5 6 7 8 910
<What specific capabilities are needed?>
Business capabilities supporting strategic objectives across business processes and functions are identified.
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Business ArchitectureSupporting Business Capability Maturity
Domain CapabilitiesValue Maturity
LevelDesired
Characteristics
1 2 3 4
<summary statement(s) about the maturity>
Current StateDesired State
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IT ObjectivesSuccess factors and strategies
The success factors and strategies outlined below will guide the architecture assessment and planning for Information Management Services.
Domain Capabilities Desired Characteristics
<Summarize key objective(s)>
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BI ServicesEnabling required business capabilities
BI Services and capabilities with contextual content can support most business capabilities needed to achieve strategic objectives
Update significant capabilities
IT Capabilities
Dashboard and Scorecards
Managed Reporting
Operational BI
Self-service BI
Presentation
Distribution
Reporting
Analysis
Master Data Management
Data Storage: Data Mart and Data Warehouse
Data Storage: OLAP
ETL
Data Integration
Business Capabilities
Financial Management
Customer Management
Product Management
Synergistic Work
Consensus and Decisions
Communication of timely and relevant information
Sense and Respond
Authoritative Source of Information
Information Orchestration
Governance & Compliance
Reporting and Analysis
Performance Measurement
Strategic Objectives
?/ (from page 6 or 7 in this document)
Capture and deliverContextual
data
Organizational capabilities required for
realizing strategic
objectives
*significant capabilities highlighted
13
BI ServicesEnabling required business capabilities
BI Services and capabilities with contextual content can support most business capabilities needed to achieve strategic objectives
Update significant capabilities
IT Capabilities
Dashboard and Scorecards
Managed Reporting
Operational BI
Self-service BI
Presentation
Distribution
Reporting
Analysis
Master Data Management
Data Storage: Data Mart and Data Warehouse
Data Storage: OLAP
ETL
Data Integration
Business Capabilities
Financial Management
Customer Management
Product Management
Synergistic Work
Consensus and Decisions
Communication of timely and relevant information
Sense and Respond
Authoritative Source of Information
Information Orchestration
Governance & Compliance
Reporting and Analysis
Performance Measurement
Strategic Objectives
?/ (from page 6 or 7 in this document)
Capture and deliverContextual
data
Organizational capabilities required for
realizing strategic
objectives
*significant capabilities highlighted
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BI ServicesCapability maturity
Domain ServiceValue Maturity
LevelRequired
Characteristics
1 2 3 4
The functional, performance and operational characteristics of many information management services must be improved to enable desired
business capabilities. Current StateDesired State
BI Services Architecture Assessment and Vision
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BI Services Architecture
BI services provide a range of capabilities and are organized into four services domains ApplicationAccessInformationData services
Capabilities may be delivered or access from multiple channels such as mobile devices, web, or PCBI services depend upon portal and collaboration services for access, distribution , publishing, and sharing dataDue 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
Capability View
BI Services
Foundation: Infrastructure and Operations Services
Back Office Services
Client Interfaces
BI Application Services
BI Platform Services
Data Management ServicesAccess Services Information Services
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BI Application Services Derived from BI Application Archetypes
BI Services Architecture
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.
Component View
BI Platform Services Derived from BI Reference Model
Client Interfaces Access Services
Client Interfaces
Managed Reporting Operational BI Self-service BI
Distribution
Information
Data
Data Storage Data Integration Master Data
Management
Data Consumers and Providers See BI Reference Model and Archetype documents for details.
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BI Applications ServicesAssessment and Plans
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.
The application services are business-facing, high-level services provided by instantiating and/or leveraging platform services
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 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.
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.
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BI Services Architecture
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.
Technical View
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.
Application
Presentation Information Data
Order Management
Financial
Customer Management
OtherProvider Systems
Quality Management
Customer ServiceOther
Consumer Systems
Archive Services
Operational Data Stores
Data Warehouses
Subject Data marts
Subject Multi-Dimensional Data
(OLAP)
Replication Services
EventsETL
Event or Time-basedDirect
Access
Web Services
Direct Access
(ADO/ODBC)
Office
External
Internal
Firewall
Intelligent Applicatio
n Gateway
Portal
Master Data Management(e.g. MDS)
Information CatalogBusiness Connectivity Services
·Data Transformation
·Data Mapping·Data load
Information Providers
Information Consumers
MDX
·Scorecard/KPI·Dashboard·Performance Monitoring
Pull
Integration, Workflow & Scheduling
Services (SSIS, WF, SQL
Agent, WAS)
Push
SchedulerWorkflowEvents
Notification
Publishing
Visualization
Analytics
Excel Services
Documents
Web components
Off-line delivery
Clients
Access Network
s
BI Platform - Conceptual
PerformancePoint Services
Data Mining
Search
Reporting
Reporting Services
SharePoint / FAST
In-Memory Analysis
Visio Services
Streaming (MS-StreamInsight)
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BI Services
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
Current architecture assessment
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BI Services
Assessment of technology and physical architecture implementing BI capabilities
Technology and physical architecture
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BI ServicesArchitecture designed for growth
The following practices can further evolve the logical and physical architecture, supporting future business and operational requirements. <Include things they must consider in order to ensure the architecture is scalable>
Category Domains Approach
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BI ServicesRoadmap
Short-term: ??Mid-term: ??Long-term: ??
Team KPIs Team Dashboards Enterprise Dashboards Modeling Forecasting
Portal: Pull Distribution Push Distribution Publishing Off-line
Functional Data Marts & Cubes Notification Services
Partitioning Object-level security Monitoring Provisioning Archiving
DW and ODS security assessment and planning
Operational practices implementation. For example, monitoring, change management, capacity planning
Scorecards
Excel Services
DW to Data Mart/Cube data transformationMaster Data Management
Clustering Clustering ETL Performance
DW design optimization
Microsoft Office SharePoint Server BI services configuration
SQL Server 2008 Upgrade
Reporting Analytics Visualization Data Mining Real-time
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Impact
Business??
IT??
Others??
Business and IT benefits
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Execution
List implementation and operating costs by phases, if possibleIt may not be feasible to estimate cost of all projects. You may just want to provide some estimates for next phase of projects or high-order of estimate for realizing the overall vision. Include internal and external costs
ImplementationInternal
External (HW/SW, Services)
OperatingInternal Support
External (Maintenance etc.)
Others??
Potential risks and constraints
26
Execution
List potential risks and constraints. Provide a way to mitigate these risks and constraints
BusinessAdoption risk?
ITProject execution
Skills
Technology
Others??
Potential risks and constraints
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Execution
HardwareWhat should be done for hardware – sufficient or buy?
SoftwareIs the required software already purchased or is there a need to buy?
Project activities to address short-term needs Identify key projects and provide short description of each project
Project activities to address mid-term needs Identify key projects and provide short description of each project
Implementation Plan
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Conclusion and Roadmap
IT objectives and current state
Desired BI capabilities
Approach
Next steps
Summary of key points
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