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Developing a BI & CPM Strategy, vision and roadmap for success to ensure your initiative yields the payback you set out to achieve. Phillipjenkins.co.uk | January 2010
Don't miss the busSome considerations before you beginThe Business case | Data Quality | Tools for the job | DeliveryImage flickr  / -simon-
BuildingTheBusinesscase
Agree the ConceptBe clear about your objectives from the startImage flickr  / vilseskogen
PeopleFind the voices in the crowd that matter
Dont underestimate the importance of a steering group (include users and suppliers)Do your homeworkSpeak to users
Evaluate current systems and solutions
Review current business strategy
How are current requirements satisfied?
How do requirements vary globally?
How will they use proposed solution in practice?
Assess cost and ROI
Assess Risk
Speak to more usersImage flickr  / Jens
Did you remember to speak to users?
The TeamResolve the differences between The Business and I.T. before you begin
Ensure your sponsor is at the very highest level within your organisation
Look for business and product knowledge in team members
Consider Prince or other project methodologiesImage flickr / atomic shed
What's the Do Nothing option?Will the world fall apart if I leave it alone?Image flickr  / vilseskogen
DataWhat WhereWhy
What Data do you needYou must have: Data definitions, Master data management planImage flickr  / wolfy

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Editor's Notes

  1. IntroductionI am Head of Business Information & Compliance at The Organisation. We are a recruitment firm with 39 offices in 17 Countries.I am responsible for our CRM systems, Data, Systems Integrations, Training and of course B.I.We have always valued good BI, but during the last 12 months have been developing more of a CPM approach and endeavouring to look at the business as whole, rather than focus on finance, or KPIs. We have focused on making it much easier to look at data from a global perspective drilling down to detail where required.During this session I will talk more about the experiences we have had, and will of course be more than happy to answer questions, either as we go, or at the end of the session.
  2. Building the business case for your BI/ CPM initiativeWhat I did Speak to lots of people, arrange workshops to bring stakeholders together and think about facilitation techniques to help highlight requirements. Do encourage staff suggestions in your organisation? If so, look at them!Find out what works now and what doesnt. Dont throw out good solutions for the sake of it. Learn from the past and ensure you are aware of problems, likes and dislikes. Look at issues raised with past and present suppliers, join groups like Obis Omni and see what others are doing!Wheres the business going to be in 1 yr, 5 yrs, 10 yrs? Business strategy can make a huge difference for obvious reasons? Does strategy call for a BI solution? Try and future proof your solution in line with the strategy of the business for example we have had to overcome issues where systems did not work with multi byte characters (specifically Kanji) with a business that has grown dramatically in Asia this would have been a big issue for us if it could not have been resolved.Cost savings, more sales, more profit, more efficiency. The bottom line is always a compelling argument when building a business case. Will the BI solution save money, create opportunity, efficiency, profit or just improve moral? Is the solution relevant to the entire business or only a few select users (although if those few select users are the CEO, COO then you may be in luck)?How much is the solution going to cost. How quickly will it recoup investment?What are the risks?Whats the do nothing option and what are the risks?Does it travel across borders, across cultures, across languages
  3. Building the business case for your BI/ CPM initiativeWhat I did Speak to lots of people, arrange workshops to bring stakeholders together and think about facilitation techniques to help highlight requirements. Do encourage staff suggestions in your organisation? If so, look at them!Find out what works now and what doesnt. Dont throw out good solutions for the sake of it. Learn from the past and ensure you are aware of problems, likes and dislikes. Look at issues raised with past and present suppliers, join groups like Obis Omni and see what others are doing!Wheres the business going to be in 1 yr, 5 yrs, 10 yrs? Business strategy can make a huge difference for obvious reasons? Does strategy call for a BI solution? Try and future proof your solution in line with the strategy of the business for example we have had to overcome issues where systems did not work with multi byte characters (specifically Kanji) with a business that has grown dramatically in Asia this would have been a big issue for us if it could not have been resolved.Cost savings, more sales, more profit, more efficiency. The bottom line is always a compelling argument when building a business case. Will the BI solution save money, create opportunity, efficiency, profit or just improve moral? Is the solution relevant to the entire business or only a few select users (although if those few select users are the CEO, COO then you may be in luck)?How much is the solution going to cost. How quickly will it recoup investment?What are the risks?Whats the do nothing option and what are the risks?Does it travel across borders, across cultures, across languages