Friday, June 20, 2014

BI Systems - Blog 2 Group 3



Introduction to Business Intelligence

Business intelligence is believed to have begun with the evolution of decision support systems (DSS) that began in the 1960s and developed throughout the mid-1980s. “DSS originated in the computer-aided models created to assist with decision making and planning. From DSS, data warehouses, Executive Information Systems, OLAP and business intelligence came into focus beginning in the late 1980s” (Business Intelligence,   http://en.wikipedia.org/wiki/Business_intelligence, retrieved 6/18/14).  Usage of the term became widespread in the 1990s.  Business intelligence (BI) is a broad term used to refer to applications and technologies for gathering, storing, analyzing, and providing access to data to assist with better decision making.  BI applications include the activities of decision support systems, query and reporting, online analytical processing (OLAP), statistical analysis, forecasting and data mining.  Although the terms business intelligence and business analytics are often used interchangeably, the chart below differentiated the two.
BI vs BA
Business Intelligence
Business Analytics
Answers the questions:
What happened?
When?
Who?
How many?
Why did it happen?
Will it happen again?
What will happen if we change x?
What else does the data tell us that never thought to ask?
Includes:
Reporting (KPIs, metrics)
Automated Monitoring/Alerting (thresholds)
Dashboards
Scorecards
OLAP (Cubes, Slice & Dice, Drilling)
Ad hoc query
Statistical/Quantitative Analysis
Data Mining
Predictive Modeling
Multivariate

Implementation of Business Intelligence Systems
The use of BI systems cuts across industries and sizes of organizations.  However, when deciding to implement BI systems, all organizations must evaluate costs, benefits, cultural issues, implementation issues.  Each of these will be evaluated below.

Costs
Actual out of pocket costs for BI tools can be quite high.  In terms of tangible costs considerations include, “…the data warehouse; information delivery; data gathering and management; and all the associated infrastructures, software, tools and support resources. In addition, the BI project development, management and delivery costs, including the infrastructure, are part of the cost equation” (http://www.itbusinessedge.com/cm/community/features/guestopinions/blog/measuring-the-return-on-investment-for-business-intelligence/?cs=30674, retrieved, 6/18/14). 
In 2012, a principal analyst with Forrester estimated that, “A typical business intelligence deal in a large enterprise with a large vendor is somewhere from $150,000 to $300,000” (King).  Furthermore, the analyst stated that, “For every dollar you spend on business intelligence software, you better expect to spend five to seven times as much on services” (King, 2012).  Given this, there is often a big cost for “big data.”
In addition to the direct cost of the software and services, the major costs of BI systems include getting prepared and implementing the system. The business has to consider:
           The correctness and integrity of the data
           The translation of the data into usable information
           The speed and format of the delivery
           How well the information meets the design criteria and business requirements in the preliminary design http://www.itbusinessedge.com/cm/community/features/guestopinions/blog/measuring-the-return-on-investment-for-business-intelligence/?cs=30674, retrieved, 6/18/14).

Benefits
The benefits to implementing a BI system can be numerous.  However, calculating the financial impacts returns of a BI investment is sometimes not simple and therefore some companies choose not to do so.  An example of this can be seen at Pittsburgh clothing manufacturer Little Earth Productions Inc. (LEP).  LEP uses BI to track the sales that each salesperson has brought in and then display that data publicly (Ante, 2006).  In this case, although they have obviously improved real time accountability and/or peer pressure, LEP has not taken the step to attempt to determine how this may have increased sales.  However, in other cases, companies benchmark year over year results (pre/post implementation) in order to estimate the impact of a BI tool.  For example, Anderson Regional Medical Center (ARMC) uses a BI tool with the main benefit of being able to quickly and accurately aggregate data.  This in turn can increase the speed of decision making and yield significant cost savings.  ARMC is a 400 bed, 1,700 employee hospital in Mississippi.  By implementing a BI tool which integrates data from their staffing and scheduling, human resources, and time and attendance systems; ARMC was able to make real time decisions about the most cost effective way to staff (API Healthcare, 2014)).  “The [BI tool] provides timely, relevant information so executives, managers and clinicians have the tools they need to staff the hospital based on patient need while effectively controlling labor costs” (API Healthcare, 2014).  Over an 8 month period, this resulted in savings of $2.5 million for ARMC (API Healthcare, 2014).

The video below outlines how MediaCom uses a BI solution from Microsoft to integrate data and provide real time feed back to it's internal teams and clients.





Cultural Issues
When implementing a BI system consideration must be given to how workers and managers will embrace and use the technology.  An example of a cultural impact can also be seen using our previous example of Little Earth Productions Inc. (LEP). There, real time data can often lead to a feeling of being micromanaged.  Additionally, if the BI outputs are widely visible, workers may feel an inordinate amount of peer pressure.  Employees state, “You do feel bummed out sometimes if you are low on the list,” and “It's frightening” (Ante, 2006).  These type of morale issues can significantly disrupt productivity and may cause BI implementation to have the opposite than desired effect.  Given this, companies should pay close attention to the use of, and messaging about, BI implementations. 

Implementation Issues
As mentioned in the cost section, one of the main implementation issues is data preparation.  In addition to the significant cost, this can often be an arduous process of manipulation and mapping.  In an extreme example, this could be manual entry for historical data that is kept in hard copy. 
In addition to the data manipulation, there are often obstacles with preparing the organization for the implementation of a BI solution.  This includes the cultural issues mentioned above, but also includes business processes.  Portland State University (PSU) had some setbacks in their BI implementation for just this reason.  After attempting to implement a BI solution for over two years, the project team had to reset expectations.  One lesson learned was that “it represented a significant change in our processes and thus required substantive changes in practice and behavior to succeed” (Blanton, 2012).  Furthermore, identified the following obstacles in implementation:

1. Business intelligence projects run by IT tend to fail.
2. Project sponsorship can’t just be in name only.
3. Project management must adjust to the customers involved.
4. No matter how much customers dislike a legacy system, they will dislike change more.
5. Appropriate governance has everything to do with project success.
6. Overwhelming process can lead to underwhelming results.
7. A business intelligence project can foster amazing cross-campus collaboration and knowledge transfer.
8. A mission-critical project should be managed by someone with deep and broad institutional knowledge and relationships.
9. When creating a new unit to manage and deliver a new service, be sure to build in time for team cohesion, institutional knowledge transfer, and cultural intelligence as part of the project plan.
10. New tools expose the need for new policy.

We believe that each of these lessons learned are universal truths that should be considered anytime a BI implementation is being done.

References
Ante, S. (2006, February 12).  Giving the boss the big picture. Bloomberg Businessweek. http://www.businessweek.com/stories/2006-02-12/giving-the-boss-the-big-picture, retrieved 6/18/2014.
API Healthcare. (2014). Anderson Regional Medical Center Case Study. http://www.apihealthcare.com/sites/all/themes/wonderwheel/pdf/API_Healthcare_AndersonRegional_CS_0314_FINAL.pdf, retrieved 6/18/14.
Blanton, S. (2012, July 18). DataMASTER: Success and Failure on a Journey to Business Intelligence. http://www.educause.edu/ero/article/datamaster-success-and-failure-journey-business-intelligence, retrieved 6/18/14.
King, R. (2012, January 27). Business Intelligence Software’s Time Is Now. http://www.passionned.com/business-intelligence-softwares-time-is-now/, retrieved 6/18/14.

Miller, D., (2009). Measuring the return on investment for business intelligence.  http://www.itbusinessedge.com/cm/community/features/guestopinions/blog/measuring-the-return-on-investment-for-business-intelligence/?cs=30674, retrieved, 6/18/14. 

Rouse, M. Business Intelligence (BI).http://searchdatamanagement.techtarget.com/definition/business-intelligence, retrieved, 6/18/14.
Wikipedia. Business Intelligence. http://en.wikipedia.org/wiki/Business_intelligence, retrieved 6/18/14.

6 comments:

  1. Very interesting post on BI. I can relate to alot of the topics discussed herein in terms of my work as an auditor for a retail business. At Pepboys we use BI to gain a comprehensive overview of all the data we have. As with any new application, employees have to get use to it. They must be educated on how the system works and the benefits of using it. I think alot of resistance stems from organizations not being open to change. At Pepboys, alot of the employees have been there for over 20-30 years. It is difficult to have them "change with the times" when they are so use to doing business "the old way."

    Businesses will incur costs with implementing a new BI application and the costs and benefits should be measured. I also think it is important for organizations to examine different products across several suppliers to have them make an informed decision about the product that works best for them. Overall, I think BI is a great tool for organizations to utilize, especially when it is implemented and executed correctly.

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  2. Group 8 Response

    This was an excellent overview of BI systems, with a particular focus in the challenges involved with the costs of acquiring and implementing business intelligence systems and the difficulties sometimes faced with integrating previously collected data from numerous sources. The productivity power that can be harnessed through BI systems seems limitless, but on the surface, it seems the costs can only be incurred by large enterprises and are too exorbitant for small businesses. In your post, you cited an example of BI systems running upwards of $150k to $300k for large enterprises. Those kinds of initial cost estimates would generally scare away small business owners looking to make business intelligence software a part of their operation. However, upon further investigation, it seems that BI software developers have made huge leaps in providing effective BI tools that are both cost-efficient and user friendly. For example, iDashboards is a business intelligence visualization and dashboard tool, which costs about $10k for acquisition and is suitable for small work groups or departments. There are other options that help small business tailor BI software to fit their needs and avoid overpaying for all the “bells and whistles” that are available. One major cost reduction factor is that many BI programs are managed over a cloud network and eliminate the need for large-scale IT intervention. Also, some programs can be delivered in a mobile format for tablets and smartphones, eliminating the need for traditional computers for a highly mobile work environment.
    While large businesses may invest heavily into a comprehensive set of BI tools and continue to spend over many years to support that system, BI software is available to small businesses and there are many options that make it feasible and affordable to implement.


    Desmarais, Christina. "Can Small Business Benefit From Business Intelligence Software?." Inc.com. N.p., 7 Sept. 2011. Web. 23 June 2014. .

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  3. I wish more folks would have read this before the exam. Excellent job.

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