The biggest fault of BI managers is when they start to
develop day to day solutions and forget management. Here’s how to become a BI
Strategy thinker and become the leader your company so desperately needs right
now
In the beginning you wrote a lot of transformation
codes, then you starting leading BI projects where you managed other coders.
Before long you became the local and then the local lead. You burned the
midnight oil and then through weekends. Then suddenly you became the global
Information Manager or better still the CIO. Now it is time to change your hat,
to stop looking at the trees, leave aside clipping leaves even though the
tendency to prove your skill passes your table on almost a daily basis. Now the
biggest mistake you can make is to stop managing or become tactical. It is now
time to be strategic but first you have to understand what strategic means.
There is a part of your that does not allow you to
think strategic because all the folks you had met selling strategy were quite
irrelevant and basically to your mindset a bunch of ‘high flung dung’ types who
basically were slackers. If these thoughts cross your mind it may be consoling
to know you are not alone. So far your skills have been honed to deal with what
lies right in front of you, i.e. dealing with what seems urgent and critical
right now, often with an illusion that unless your solve it right now the world
around will fall apart. While you are busy stepping around Severity 1 potholes,
you’ll be flying past bonanza opportunities, and little time to look out
through the long term windshield and miss all the signals that you’re on the
road leading towards a very vertical cliff.
The temptation will remain extremely strong but by following your instincts
you put your company and yourself at great risk.
Make no mistake, managing large BI projects is a
very tough job, about that and there is an inherent failure probability of over
50%. If they are global BI projects then the stakes and complexities get ever
higher.
One of the main reasons this job is so tough is
that no one really understands what it takes. If you go and pick a book on
business intelligence it will probably deal with how to build a cube or the EDW
architecture, and be out of date by the time you start to read it. First thing
is that it is hard to be a strategic BI leader if you don’t know what strategic
BI leaders are supposed to do. Secondly its had to be strategic if you don’t
know what your strategic checklist if for global business intelligence
endeavors.
After two decades of assisting, both large and
small, global corporations with their data warehouse initiatives, ranging from
Oracle to Informix, SAP BW, BusinessObjects, BW Accelerator, HANA and Teradata,
my colleagues and I have come up with
what’s required for such a role. Proactive strategic leaders – the kinds who
thrive in today’s flat world and globally competitive environments – do seven
things well:
Most of the current BI initiatives treat BI as a technology deployment with
BI initiatives planned architectured, modeled and delivered by IT folks. These
leaders lack “Competitive Business Vision” and often deliver a technical
solution with very little business context. This can leave your company with a BI
initiative that resonates with the following statement made recently by a CIO “Our BI initiative was an IT success, but a
business failure”. According to Gartner more than 50% of BI projects end in
this predicament. This can leave your company not only facing a severe drought
of decision capable information for their day-to-day activities, but also leave
your company vulnerable to the global competitive forces that thrive in detecting
and acting on your confusing business signals. A strategic leader must
encourage open dialogues between business and their team, build trust and
engage critical stakeholders in all phases of the BI project. To deliver a strategic IDCM, Information Demand
& Consumption Management, environment you must:
a)
Align all BI goals to business goals and check each tactical request
against the strategic goals
b)
Plan to leverage your business skills and enable Reports & Analytics
that are one step ahead of your competition. Look for game changing ways to
enhance decisions
c)
Find a BI Business Value Architect as your mentor to assist and guide you
through the myriads of technology and BI alternatives. Conduct an alternative
analysis before deploying any technology
d)
Network to build your personal ‘customers only’ circle of trust and then
network a little more
“Conventional wisdom” opens you to a future where you’re BVA, Business
Value Attainment, score languishes below a 50% success scenario. BVA is an acid
test in BI that allows management to measure true business success of a BI
installation at any phase of the project. But if you swallow all some of your
current technocratic and tactical fads, beliefs and recommendations at face
value and start to take personal ownership and accountability for your BI
methodology you not only gain the strategic competitive advantage but will save
millions of dollars over the next five years. To lay your foundation that is
scientifically aligned to global strategic alignment you must think and believe
success as a start:
a)
Think global and strategic even if you are a small company in Fremont
California. This will ensure your designs do not break at the seams as soon as
you hit hyper growth
b)
Build a ‘Global Enterprise BI Cookbook’ as your foundation of rules and
regulations and the referential methodology for all development done in any of
your BI environments.
c)
As a first step build your global standards, processes and FEDW
Architecture guidelines, all other components can come subsequently. Each task
you conduction without this in place will take your BI farther from your
strategic BI
d)
Find your BI Business Value Architect that works only for the global
success of your company and who comes with a solid business and your BI
technology background. This has to be an external expert
e)
Build your BI COE or COC as Gartner calls it. This must be built on the
traditional Gartner COC concepts. Understand the COE requirements before you
accept it
Most BI projects focus too much on the technology and too little on the
true business benefits. True strategic competitiveness can only be attained by
focusing on true Business Value
Attainment, which is very different from perceived value. Conventional technocratic
BI projects attempt to keep business stakeholders out of BI project room in
varying degrees. The scientific principles of BVA mandate an active
participation of information consumers in all things BI. Business, rather than
being viewed as ignorant time wasters, and now viewed as anchors, judge and
jury members. The BVA methodology requires business to question everything,
while still maintaining a very tight rein to keep them within a solid framework
of thinking. To master this skill you must:
a)
Get all your Key BI Stakeholders, especially business, executives who will
decide and sign on tasks and contracts, into a short 4 to 6 hour ‘Strategic BVA
in BI’ training. This will empower them to understand strategic impacts of
their decisions
b)
Appoint an internal ‘Business Value Owner’. This cannot be an external
contractor or an intermediary systems integrator but has to be an internal
employee with very high protocol authorization. Their role is ‘Meet Business
Expectations’
c)
Make small alterations to global processes to commence BVA reporting on a
weekly basis
d)
Learn to differentiate flashy ‘value’ statements from true BVA for your
business users
Almost every BI project has some form of Standard and Process
documentation. Less than twenty percent of them actually use it. If you allow
this herd-like anarchy to continue then your company, your BI investment and
possibly your reputation will all be determined by the forces and skills of
anarchists. One of the greatest examples that has a direct impact on almost
every BI project I have been invited to fix has to do with one critical
process, i.e. Functional Specifications. This example is the tip of the iceberg
but demonstrates what noncompliance to any process can result in. The seduction and convenience of this single
task is not only very delusional but also extremely destructive for strategic
SLA. To master this process compliance use the following example and
transmigrate it to your other processes:
a)
Mandate that only business users can actually build and create a functional
specification (FS). Thus must never be the SI developers, it must not be an
external contractor, nor must it be another SI building this on behalf of
business
b)
No development can start without a fully executed, and signed off,
functional specification
c)
There must be an official hand-over from business to development for this
process; it cannot be a phone call, or a walk by instruction
d)
If development starts and business makes a change to the FS then the total
process has to be rolled back and the build timer required to start from the
beginning again
A strategic leader is one who leads and does not simply follow.
Conventional BI leaders tend to be technocratic and follow the technical
future-state. This positions them exceptionally well to try out new solutions
and technologies, unfortunately these may not be the strategic investment that
the company should be making at that point of time. Strategic leaders need to
clearly understand the marketing concepts of their BI and involve the final
customers in all decision processes. They need to believe in their own
recommendations and personally undertake ownership and accountability to a
successful BVA delivery in each investment
a)
Understand the tactical, mid-term and Strategic impact of each initiative
you start
b)
Review all available alternatives for the solution with pros and cons.
Finalize the decision with a formal signoff by all key stakeholders
c)
Approve an initiative only after you are willing to stake your job on its
ability to deliver BVA to your business decision capabilities
d)
Spend as much time as required in planning, with your COE and stakeholders
before starting any work. ‘Plan your work, before working your plan’
e)
Trust your ‘Blink’ instinct and clarify each concern. Blink is your gut
feeling and personal confidence (from
Malcolm Gladwell’s book with the same title)
a) Start each issue
resolution with a strategic solution, replacing constant ‘fire-fighting’ with
strategic ‘fire prevention’ goals. Identify resources who may get their daily
adrenal rush, and feeling of importance, from being in a constant state of
Sevrity-1 solutioning.
b) Reframe your analysis to
get the strategic requirements and gains with each task and investment.
c) Challenge all current
beliefs and mindsets, including your own. Encourage alternate views on
strategic alignment
d) Uncover flashy value
statements, hypocrisy, manipulations and bias in organizational decisions
a) Seek patterns and
frequencies of issue occurrences, then resolve the patterns and not individual
issues
b) Safeguard your decisions
by questioning prevailing assumptions, taking group decisions and analyzing
multiple alternatives simultaneously
c) Carefully frame the
decision for its tactical, mid-term and strategic impacts
d) Remember ‘Excellence is
the enemy of good’. Try to remain one step ahead of competition and not get
side-tracked by glorious visions of perceived value.
e) When a decision is
required take a stand on what the majority approves is right with current
information on all alternatives. Total consensus may be a sign of inadequate
research or inaccurate protocol directives
Get ready to be the strategic
leader?
Finally to pull off your strategic excellence you must decide who wears the
pants in your BI Projects. Trust neutral recommendations of including business
stakeholders, i.e. ‘Without business in
business intelligence, BI is dead” Gartner. At the base of strategic
thinking is the pursuit for excellence by avoiding the pitfalls of mistakes or
defects. Traditional definitions do not explain the cause and effect of a
soccer ball glancing the goalpost and random chance effects. Thus goals scored
should not define strategies but the scientific methodology of proven processes
based on empirical standards and deep analysis. For a strategic thinker “a defect is any decision, an action or
judgment that is less than optimal, given what was possible from knowable facts
at that point of time”. Understand what drives the values of your partners,
other stakeholder’s agendas - assuming that most remain hidden, also remember
that as companies grow so does politics, and honest feedback becomes correspondingly
rare. Encourage both convergent and divergent opinions on the table. Build your
risk register and follow each risk with a mitigation plan. In meetings shift
discussions if you think they are getting off track or melding into personal
agendas. Reward success and review failures and realign your ‘Global BI
Cookbook’ processes accordingly.
No matter how we look at this it is a daunting list of tasks, but if we
take this one step at a time it is highly realizable and is established as a
proverbial path to the end of the rainbow. Each step can be taught and each
missing piece of the puzzle can be filled in. Due to my perceived need for this
I am planning to release higher degree of details in future columns and a book
‘The Scientific Principles of Information Delivery” I plan to publish in 2012. You
may test the strategic alignment of your BI initiative in the following survey