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How to Deliver Self Service

Business Intelligence
Kurt Schlegel

2014 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. This publication may not be reproduced or distributed in
any form without Gartner's prior written permission. If you are authorized to access this publication, your use of it is subject to the Usage Guidelines for Gartner Services posted on
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on the independence and integrity of Gartner research, see "Guiding Principles on Independence and Objectivity."

Historically: Information Management for

Analytics = Data Warehousing

Source: BI Ready

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Centralized
Control

Industry
Alternatives
2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Empowered
Users

Key Issues
1. Craft a self-service-reporting strategy to remove the IT
bottleneck from business intelligence.
2. Augment existing semantic layer-based BI platforms
and data warehouses with data discovery.
3. Create the right organizational model to deliver reports
with agility and strong governance.

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Key Issues
1. Craft a self-service-reporting strategy to remove the IT
bottleneck from business intelligence.
2. Augment existing semantic layer-based BI platforms
and data warehouses with data discovery.
3. Create the right organizational model to deliver reports
with agility and strong governance.

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

State of Ohio Self-service BI Program

Capabilities

Lack of knowledge of
existing reports

Reporting
Imperatives

Business
Impacts

For data to be valuable,

our business partners
must:

Cost and
Complexity
1

2
3

Uncontrolled
propagation and
replication of data

Increased
Risk
3

4
4

Existing solution does

not meet reporting
requirements

Lack of
Business
Agility
5

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Have the data

they need

Know they have

the data

OAKS Reporting
Strategy

People

Lack of understanding
of which reporting tools
to use when

Looking
Forward

Fixing the Problem

Understanding the Problem

Current State
Challenges

Enablement

Proces
s

Strategy

BISC
Organization
Interaction Matrix

Reporting Process
Decision Matrix
Data Access Tools
Matrix

Access the data

Use the data

Trust the data

Technology

Overview

Interface Approach

Presentation Layer
Data Dictionary and
Standard Reports

Consistent Security

Find the Right "Sweet Spot" for BI

Information Consumers

Power Users

Centralized/
Controlled
Static
Reports

Interactive
Reports

The Dull Side

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Decentralized/
Autonomous
Ad Hoc
Data
Query/OLAP Discovery

Data Dump in
Excel/Access

Self-service BI

The Dark Side

Key Issues
1. Craft a self-service-reporting strategy to remove the IT
bottleneck from business intelligence.
2. Augment existing semantic layer-based BI platforms
and data warehouses with data discovery.
3. Create the right organizational model to deliver reports
with agility and strong governance.

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Three Distinct Data Discovery

Use Cases?
1. Rapid prototyping: Visualization/Memory Based
Quickly integrates
data from
multiple sources
2. Unfettered drilling:
Built-in performance
and no hierarchical
drill path
3. Intuitive navigation:
Users can explore
data without
much training
2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Search Based

Big Data Based

Visibility to Lineage Helps

Assess Data Confidence

Source
Source
Source

Data
Integration
Process

Data
Warehouse

BICC Sanctioned BI

Source

Data Mashup
Personal Files

BI User
Community
2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Certification of BI Content
Published:
- Information that has gone through a rigorous validation
process can be disseminated as official data.

Limited Production:
- Information that has been created by end users and is
worth sharing but hasn't been validated.

Protype:
- Information is created by end users with little to no
oversight. Users are empowered to integrate different
data sources and make their own calculations.
2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Key Issues
1. Craft a self-service-reporting strategy to remove the IT
bottleneck from business intelligence.
2. Augment existing semantic layer-based BI platforms
and data warehouses with data discovery.
3. Create the right organizational model to deliver reports
with agility and strong governance.

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Gartner's Business Analytics Framework

Performance

Enable

Analytic
Processes

Collaboration Decision Making,

Intelligent Decision Automation,
Applications

Platform

Processes

People

Consume

Produce

Decision Capabilities

Business and
Decision
Processes

Information
Infrastructure
Processes

Information
2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Analytic Capabilities
Descriptive, Diagnostic,
Predictive, Prescriptive

Information Capabilities
Describe, Organize, Integrate,
Share, Govern, Implement

Metadata and Services

Program Management

Business Strategy and Enterprise Metrics

The Future of Analytics Strikes a Balance

Between Centralization & Decentralization
Corp. Strategy
Industry-specific

Marketing

Sales

Customer
Service

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Finance

HR

Supply Chain

Procurement

Strike a Balance Between Centralized

and De-centralized BI
Solution architect

Data integration
developer
Data modeler

Often, this role is devoted to writing (ETL) scripts.

Their implementations follow the data architecture,
the data quality policies, and rules established
by the data governance team.

Data integration lead

BI platform lead

Business analyst
DBA
User trainer

This role is embedded in the business unit. The

analyst has a fundamental understanding of the
business requirements and has the expertise to build
analytical models to deliver on those requirements.
This role also feeds BI MDM requirements and
validates data on an ongoing basis.

Business sponsor

Report writer
Help desk

Report writers are experts in using a particular tool

to build reports for specific requirements.

Embed small BI teams into local departments to build and

support BI solutions based on the architecture defined centrally.

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Establish Cross-functional BI Teams

Blending IT and Business Skills!

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Recommendations
Craft a plan to enable end users to build their
own reports and analysis while promoting
information consistency around the key
measures that run the business.

Empower end users to create their own analytical

views using data discovery, but also provide a
way to certify this content for distribution.

Create new organizational structures that blend

IT and business skills, and strike a balance
between central and de-central BI delivery.

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

Recommended Gartner Research

How to Deliver Self-Service Business Intelligence
Kurt Schlegel (G00232650)
Deliver Business Intelligence With a 'Think Global
Act Local' Organizational Model
Kurt Schlegel (G00175593)
Business Analytics Require New Information
Management Capabilities
Kurt Schlegel (G00219131)

For more information, stop by Gartner Research Zone.

2014 Gartner, Inc. and/or its affiliates. All rights reserved.

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