Improving Performance Through Integrated Analytics (iAnalytics)

Lori WatsonPrincipal ConsultantIBM Business Consulting Services

October 29, 2002

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AgendaAgenda

iAnalytics – What is it?

What does it look like when it’s done?

Realm of Possibility

Case Study (BC Ferries)

Some Lessons Learned

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ContextContext

> 10 years ago, ERP/back-office transaction systems were the first wave of large-scale IT investment

Then came Year 2K and Data Warehousing and CRM/front-office applications

Integrated Analytics is the next wave aimed at unleashing the value contained within these past investments

Business Intelligence

Performance Management

Business

Business IntelligenceManagement

Optimization

iAnalytics

Performance

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iAnalytics – It’s About Closing the GapiAnalytics – It’s About Closing the Gap

Today’s solutions are successful in accessing data, and making it available to users, however…

…today’s solutions are not successful in directly linking information to action, and its corresponding value

the gapData Action ValueInformation

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iAnalytics – It’s About Closing the GapiAnalytics – It’s About Closing the Gap

Strategy Definition, Evaluation &

Communication

Financial Analytics

HR Analytics

Client Service Analytics (CRM)

Perf. Framework

ManagementProcesses

Strategic Planning Account. Contracts

Feedback

Operational Planning

INTERNALCONSUMERS

EXTERNAL CONSUMERS

Performance Improvement

Tactics

PerformanceMonitoring

Executive

Management

Operational

Regulatory

Partners

ClientsVendors

CO

MM

UN

ICA

TIO

NCO

LL

AB

OR

AT

ION

“Supply Chain” Analytics

iAnalytics – It’s About Closing the GapiAnalytics – It’s About Closing the Gap

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The “Components” of iAnalyticsThe “Components” of iAnalytics

Integrated Performance Management

Solutions (IPM)

Advanced Analytics

Integrated Data & Information Solutions (IDIS)

Vis

ion

, In

teg

rate

d R

oad

map

& B

luep

rin

ts (

VIR

B)

Pro

gra

m M

anag

emen

t/O

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e (P

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)

• PMO Design • Governance

Design & Implementation

• Benefits Planning & Realization

• Performance Measurement & Balanced Scorecard Solutions

• Integrated Planning, Forecasting & Budgeting• Business Performance Management• Process Measurement & Control

• Strategic Analytics• Financial Analytics• Customer Analytics• Supply Chain

Analytics• HR Analytics• IT Analytics

• Enterprise Info. Quality Management • Data Transformation & Integration• Data Modeling• Database Management• ODS, Data Warehouse, Data Mart Solutions• Information Delivery Solutions• ERP/Packaged Solutions• Vendor Evaluation

• Vision & POV Development

• Capability Assessment

• Business case/value proposition

• Integration Roadmap• Process Blueprint• Organizational

Blueprint• Technical Blueprint

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iAnalytics – Realm of PossibilityiAnalytics – Realm of Possibility

Demo (public sector example)

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A Case Study – BC FerriesA Case Study – BC Ferries

Situation

Approach and Solution

The Way We Were

Lots of paper; no information Variety of applications and reporting tools; limited skill sets Desire to provide tools to enable financial accountability and:

Provide good (i.e. correct) useful information and a means of delivering it to enable managers to pinpoint problems

Enable managers to get information without going through the IT shop

‘Proof of Concept’ generic template including Oracle Fin’ls data mart, ETLs, data cubes, and reports for GL and Payables IBM provided data, database, analysis experience, and

methodologies for rapid deployment using Oracle Financials Cognos provided tools and DW expertise

Template customized with BCFC data Iterative demonstration/tailoring cycles to BCFC Users Application into production

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A Case Study – BC FerriesA Case Study – BC Ferries

Key Success Factors

Executive level and business buy in secured through use of prototypes and demonstrations

Tight scope control Involvement of trained BC Ferries staff Solid / expandable technical infrastructure

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Lessons Learned: To Succeed, You’ll Lessons Learned: To Succeed, You’ll Need…Need…

Committed leadership Active involvement (not just verbal support) Focal points (if everyone owns it… no one owns it)

Trained staff who… Understand concept of performance management “End users” are actively engaged

Incentives to Use Performance Information “Accountability contracts” aligned with performance targets Measures make sense to staff throughout the organization linking

what employee does day-to-day with organizational goals Performance results are used to drive change

To deal with the Data Availability (integration), timeliness, data integrity

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Questions and AnswersQuestions and Answers

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