SPTechCon - July 2012 - Practical SharePoint Information Architecture
SpotlightSeries - BI for the Masses SPTechCon Feb 2010 - BI Real... · Leading international...
Transcript of SpotlightSeries - BI for the Masses SPTechCon Feb 2010 - BI Real... · Leading international...
Solution Architect with 18 years experience in business, visual production and technology.production and technology.
AIIM Certified Enterprise Content Management Practitioner
Currently IT Project Manager & SharePoint Architect for Skechers USA a Currently IT Project Manager & SharePoint Architect for Skechers USA, a global footwear manufacturer
10 Years as a content management specialist for legal and government industries
Principal Enthusiast at SharePointStrategist.com
Vice Chair of SPUGS.org, non‐profit dedicated to promoting SharePoint User Groups
St t Information Strategy Architecture
What it was likeWhat it was like…
What happenedWhat happened…
What it’s like nowWhat it’s like now…
Wh t dWhat you can do…
Leading international footwear manufacturer
Retail, wholesale and distributor channels
$1.3b public company – 16 years old
Driven by marketing and speed to market
A “do it in‐house’ culture – very little consultative assistance
70 person IT Department including all international operations
Employees have long tenure due to our boss; excellent place to work
MOSS 2007 / SQL 2005 deployment – 3 years in production
2 Full Time staff members on SharePoint team; additional ½ FTE for design & data integration; consultants for specific tasks
F Ch ll i Ri h ith O t itFun, Challenging, Rich with Opportunity
All back end sales / order data housed in Informix
No existing centralized groupware
Preference for open source
Existing BI implementation received mixed results
New Enterprise BI Manager role created in IT Department to drive revamped implementation
BI Reporting tools in production are MetacubeBI Reporting tools in production are Metacube
No longer supported application
New business requirements driving new solutions
Distributed, non‐technical workforce – HQ Users more advanced
Serial collaboration via e‐mail
CFO executive sponsor required paper based process to be automated
Desire to have a solution that was:
More cost effective – use what we ownMore cost effective use what we own
More easily accessible – minimize training needs
Adopted by users Adopted by users
Extensible
Owned by ITOwned by IT
Review of comparative business case
Sh P i t l t d l tiSharePoint selected as solution
My own working definition:
Provides accurate real or near‐real time business information in Provides accurate real or near real time business information in an easily consumable manner to decision makers to enhance their ability to chart the next right action. A system which is incrementally implemented and regularly enhanced to increase speed of delivery, transparency and value to the user base.
Characteristics I look for:
• Scalable• Compliant• Accurate• Integrated• Governed• Multiple Consumption Methods
( t h t / b li t )(reports vs. charts / browser vs. client app)
Initial Defined Managed Measured Optimizing
Body of Work Reference: Carnegie Mellon SEIy ghttp://www.sei.cmu.edu/cmmi/general
Value
Bus
ines
s V
SSAS Cubes
PPS – Dashboards, Scorecards, Reports
SSIS – Data cleansing, transformation, import
SSRS – Reporting Services in Integrated Mode
Excel Services
SharePoint Lists & Libraries & Web Parts
Use a broader definition of BI than vendors and analysts tell you.
All tools can provide insight and be used in business decision making.
Define AudienceDefine AudienceDefine AudienceDefine Audience
Communications Communications PlanningPlanning
Apply PM Best Apply PM Best PracticesPractices PlanningPlanningPracticesPractices
ChangeAgent
Gather Gather RequirementsRequirementsSelect ToolsSelect Tools
Agent
Define DataDefine Data
SharePoint
Txn Data Stores
ETLDS => BI DM Data
Cube(SSAS)
PPSDashboard Designer
Exec. Dashboard
Sales
Other
SSIS ETLSSIS ETL
SSIS SSIS ETLETL
Data Mart
(SSAS)
Standard R t
g
Charts & G id Reports
(SSRS)Grid
Displays
SQL 2005/2008 Processes
Standard Reports
SQL 2005/2008 Processes
SSIS = SQL Server Integration ServicesSSAS = SQL Server Analysis Services
ETL= Extract, Transform & LoadDS = Data Store DM = Data Mart
SSRS = SQL Server Reporting Services
DM = Data Mart TXN = Transactional
Physical DB:OLAP SSAS
Analytical ServicesAnalytical Services
ER Model(Logical data / Physical data
d l )
ER Model(Logical data / Physical data
d l )
Reverse Engineer SchemaBusiness Rules
SSASmodel )model )•KPI
•Cubes
Star schemaData mart design
•Proprietary to MS
•Checks data integrity
( fact , dimension tables)
E t bli h k
IntegrationServices
•Extract, transform, load•Establish key measures
•Table relationships
•Build aggregate tables
•Drill Do n
DS2: File
DS1: RDBMS •Data quality•Data cleansing•Data integration•Target to Source Mapping
•Drill DownDS3: XML
ReportingS i
SharePointDashboard DesignerReconcile DW processed Services Dashboard DesignerFull Integration
Reconcile DW processed data with source
Excel & Excel ServicesExcel & Excel ServicesCollaboration on WIP spreadsheetsPublishing reports to team groupsg p g pLeverage KPI’s built into SharePointExcel Services allows for publishing & view by teamsGood for finance workgroups – nuts and bolts users
Select ToolsSelect ToolsSelect ToolsSelect Tools
SQL Server Reporting ServicesSQL Server Reporting ServicesRun in integrated mode with SharePointCommonly deployed for custom reports via portaly p y p pReports created in BI Studio & deployed to portalSelect for conversion of reports that are e‐mailed,
d i h i i d i generated in other systems or maintained in spreadsheets.Training required to create reports – not OOTB user Training required to create reports not OOTB user friendly
Select ToolsSelect ToolsSelect ToolsSelect Tools
Select ToolsSelect ToolsSelect ToolsSelect Tools
SQL Server Integration ServicesSQL Server Integration ServicesRun various data import & cleansing batchesDefine jobs like a workflow with various stepsj pDefine jobs in SQL Server Management ToolRun at server levelEx: Import base tables of customer names or divisions instead of making connection to legacy systemEx: Convert column data types on importEx: Convert column data types on import
Select ToolsSelect ToolsSelect ToolsSelect Tools
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SQL Server Analysis ServicesyDelivers OLAP (On Line Analytical Processing) capability
Create MDM files – multi dimensional model files used as data sources
Data mining functionalityCreate models from external data sources
Ex: ETL (Extract Transform Loas) Ex: ETL (Extract, Transform, Loas) Import base tables of customer names or divisions instead of making connection to legacy system
Ex: DTS (Data Transformation Services) Ex: DTS (Data Transformation Services) Convert column data types on import
Select ToolsSelect ToolsSelect ToolsSelect Tools
Scorecards that support KPIs (measured values and pptargets)Dashboard Designer giving design capability to users in basic interfacePublish to SharePoint portalSecurity TrimmedAd h l ti t h l d t i t Ad‐hoc analytics to help users determine root cause for under‐performing metricsDrill‐Down/Up, Drill‐Across and Drill‐to‐Detail to
fhelp users understand issues or performance characteristics
Select ToolsSelect ToolsSelect ToolsSelect Tools
• Eat your own dog food but don’t drink the Kool Aid
Be an enthusiast not a fanatic Be an enthusiast not a fanatic
• Find and nurture and executive sponsor
• BI systems are as good as the data that populates themy g p p
• Use incremental BI enhancements as an opportunity to engineer your
underlying processes
• Define your audience for the specific tool
• Build a Proof of Concept to familiarize yourself and audience
with the tools.
• Plan for training & continuous improvement process
• Find / Nurture your executive sponsor• Find / Nurture your executive sponsor
• Pick a BI Proof of Concept and implement
• Use the broad definition of the termUse the broad definition of the term
• Get Involved! Blog, tweet and attend user groups
• Build a team – they will make you successfuly y
• Invest in yourself through continued education
ChangeAgent
ContagiousActionableQuantifiableRepeatable p