Best Practices: How to Broadly Deploy Secure, Governed Self- Service Analytics to Business Users Vijay Anand & Prittam Bagani Track 1, Session 9 January 30th, 2014 Speakers Prittam Bagani Senior Manager Vijay Anand Product Manager Prittam Bagani is Senior Manager within the MicroStrategy Market Intelligence group. Prittam develops MicroStrategy’s competitive positioning and aids in product development efforts by analyzing the business intelligence market and competitive landscape. Vijay Anand is a Product Manager for Self-Service and High Performance. With over seven years of experience with MicroStrategy Inc., he has served in several capacities, including roles in consulting, engineering, and marketing. Prittam joined the MicroStrategy Technology team in 2007 and moved to the MicroStrategy Market Intelligence team in 2009. Mr. Bagani received a Bachelor’s degree in Industrial Engineering from India and a Master’s in Quality and Manufacturing Management from Pennsylvania State University. His current focuses are Self-Service, Data discovery, SaaS Business Analytics, Cloud Intelligence, and High Performance BI. A graduate from Duke University, Mr. Anand has previously worked with General Electric, TATA Consulting Services, and has his own start-up. Agenda 1. Managed self-service • The need of managed self-service • Issues with real-world BI implementations • The ideal solution, and its benefits • How to incrementally implement managed self-service 2. MicroStrategy’s approach to managed self service • Self-Service capability • Implementing managed/governed self-service 3. How to ensure success and improve adoption “The Office” The “BI Engineer/Administrator” The “Business Analyst” The “Executive” The “Request” The “Dilemma” The “Outcome” Challenges with real-world BI implementations  Backlogs  Limited agility What typically happens (Unmanaged self-service) Enterprise-wide data model The centralized BI project acts as a system or record reporting environment for important applications A number of small analytical silos emerge to satisfy the one-off or quick data analysis needs of business Issues arising from unmanaged self-service Short-term victories lead to long-term issues Issues for IT  Spreadmart of analytical silos with conflicting information  Adoption of the enterprise BI system is affected Issues for Business  Conflicting KPIs  Redundant data analysis  Business gets a subject-oriented view of information Strategic Issues  Long-term analytical maturity of business is affected What is the ideal approach? Ad-hoc Centralized Schema Enterprise-wide data Layer model Data Warehouse Data Marts Operational Databases Multi-Dimensional Databases SOR How to incrementally implement Managed Self-service? Enterprise-wide data model Issues arising from unmanaged self-service Short-term victories lead to long-term issues Issues for IT  Spreadmart of analytical silos with conflicting information  Adoption of the enterprise BI system is affected improved Issues for Business  Consistent Conflicting KPIs Simplified  Redundant data analysis  Business gets a subject-oriented view of information Cross functional Strategic Issues  Long-term analytical maturity of business is affected improved Agenda 1. Managed self-service • The need of managed self-service • Issues with real-world BI implementations • The ideal solution, and its benefits • How to incrementally implement managed self-service 2. MicroStrategy’s approach to managed self service • Self-Service capability • Implementing managed/governed self-service 3. How to ensure success and improve adoption What is Self-Service for MicroStrategy? Product Demonstration to show Business Role Benefits  Zero Footprint web browser  No setup, installations  No maintenance for version compatibility and upgrades  No need to maintain DB drivers Self-Service Governance Cycle From a BI administrator perspective CONFIGURE MONITOR IDENTIFY MERGE Self-Service Governance Cycle From a BI administrator perspective CONFIGURE MONITOR IDENTIFY MERGE Governance Cycle CONFIGURE Prepare your BI Self-Service environment Obtain Appropriate Licenses for Data Import, Visual Insight Features • Data Import > OLAP Services, Web Analyst • Visual Insight > Report Services, Web Analyst Identify potential ad-hoc users and provide access to Data Import • ACL to allow/deny access to Data Import Functionality Govern Data Import memory of ad-hoc users • Max size of file imported per user • Max memory usage per user Setup the project to suit your unique organizational needs • Single Server and single project • Multiple servers multiple projects Governance Cycle CONFIGURE Prepare your BI Self-Service environment SOR SEPARATE PROJECTS SINGLE PROJECT SOR AD HOC AD HOC Fewer Resources Easier to Setup, Manage, Replicate Resource Contention Separate Infrastructure Additional Tools to Manage Object Transfer Increased Flexibility for Users Governance Cycle Observe and Track ad-hoc usage Acquire Automated Monitoring Capabilities • Obtain licenses for MicroStrategy Enterprise Manager Setup Monitoring Infrastructure • Setup Statistics Database • Create Enterprise Manager Reports Track Most Popular Ad-hoc Scenarios • Cubes with maximum hits • Reports Accessed most frequently • Most Active Ad hoc users MONITOR Governance Cycle Enterprise Manager Sample Report MONITOR Governance Cycle Enterprise Manager Sample Report MONITOR Governance Cycle IDENTIFY Identify applications Best Suited for Certification Prioritize Applications based on Usage • How beneficial is this Use Case • Are the Number of consumers significant • Overall purpose • Is there Cross functional Impact Prioritize Based on Data Source and Content • Does Data Exist in Certified Environment • Does Data conform to existing BI structure • Create Best Practices for Data unavailable in Certified Environment Governance Cycle MERGE Consolidate Data Sources into Certified Environment Incrementally add Self-Service Data to SOR • Data Blending – No Architecting required • Multisource – Architecting Required • Single DWH – Architecting is recommended (cross functional reporting) Recreating dashboards - VI to RSD • Added BI functionality, and enterprise reporting capability • Mobile functionality • Improve performance Sustainable Data Discovery Business do not have to wait and wants agility Business users create their own analysis Sustainable Data Discovery Business do not have to wait and wants agility Business users create their own analysis MONITOR IT Maintains Data Governance and gradually grow BI projects Sustainable Data Discovery Business do not have to wait and wants agility Business users create their own analysis Business Users Continue Using their Dashboards MONITOR IT Maintains Data Governance and gradually grow BI projects Sustainable Data Discovery Business do not have to wait and wants agility Business users create their own analysis MONITOR IT Maintains Data Governance and gradually grow BI projects Dashboards continually used till certified copies are ready IDENTIFY Sustainable Data Discovery Business do not have to wait and wants agility Business users create their own analysis MONITOR IT Maintains Data Governance and gradually grow BI projects Dashboards continually used till certified copies are ready IDENTIFY MERGE Sustainable Data Discovery Business do not have to wait and wants agility Business users create their own analysis MONITOR IT Maintains Data Governance and gradually grow BI projects Dashboards continually used till certified copies are ready IDENTIFY Business starts using certified copies MERGE Sustainable Data Discovery Business do not have to wait and wants agility Business users create their own analysis MONITOR IT Maintains Data Governance and gradually grow BI projects Dashboards continually used till certified copies are ready IDENTIFY Business starts using certified copies MERGE Sustainable Data Discovery Business do not have to wait and wants agility Business users create their own analysis MONITOR IT Maintains Data Governance and gradually grow BI projects Dashboards continually used till certified copies are ready IDENTIFY Business starts using certified copies MERGE Agenda 1. Managed self-service • The need of managed self-service • Issues with real-world BI implementations • The ideal solution, and its benefits • How to incrementally implement managed self-service 2. MicroStrategy’s approach to managed self service • Self-Service capability • Implementing managed/governed self-service 3. How to ensure success and improve adoption How to ensure success and adoption Communicate benefits to Business & Partner Communicate the strategic benefits to Executives  Actionable & modeled data is a valuable corporate asset  No wait, clean data, reliable KPIs, cross-functional visibility  Managed self-service is long-term data analysis strategy  No more redundant analysis and data extraction  Data silos are short-term wins with bad long-term effects  Identify analytics leaders, form analytics competency group Identify the users who will benefit the most from Managed self-service Centralized/ Controlled Incrementally deliver value by implementing the governance cycle Decentralized/ Autonomous CONFIGURE Static report Consumers Interactive report consumers Ad-hoc query/ OLAP users Data Explorers MONITOR INDENTIFY One-off data analysts Measure success The dull side Self-service BI The dark side MERGE Q&A Thank You!