Assess and Optimize BI Operations

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An inefficient BI operation causes:

  • Dissatisfied business stakeholders and low adoption rates among end users.
  • Wasted investments in non-critical BI processes, staff, and applications.

An optimized BI operation results in:

  • Information delivered to the business in a timely manner.
  • Accurate information enabling the business to make effective decisions.
  • Affordable information, enabling IT to reallocate budget and resources to strategic projects.

Module 1: Determine target state BI operating model

The Purpose

  • To determine the goals and measures of the BI operation.
  • To determine the initial target state BI operating model.

Key Benefits Achieved

  • BI operation goals and measures.
  • Initial target state BI operating model.

Activities: Outputs:
1.1 Determine BI operation goals and measures.
  • BI Operations Optimization Project Charter, BI Operation Goals and Measures section
1.2 Determine initial target state BI operating model.
  • BI Operation Optimization Project Charter, Initial Target Operating Model section

Module 2: Assess current state BI operations

The Purpose

  • Assess the current state operations of BI across organization structure, process, people, and application functionality.

Key Benefits Achieved

  • A holistic view and a detailed understanding of the current state BI operations across organization structure, process, people, and application functionality.

Activities: Outputs:
2.1 Assess organization structure, processes, people, application functionality, and BI operations performance.
  • BI Operations Assessment Report, via Tab 2 of the BI Operation Assessment and Planning Tool
  • Initial performance measurements, via Tab 1 of the BI Operation Performance and Value Measurement Plan

Module 3: Refine, select gaps, plan improvements, and execute

The Purpose

  • Refine the target state operating model, identify and rank gaps, and define improvement initiatives to close gaps.

Key Benefits Achieved

  • Refined the target state BI operating model.
  • Defined top improvement initiatives to close the top ranked gaps.

Activities: Outputs:
3.1 Refine target state BI operating model.
  • Refinements in the BI Operations Optimization Project Charter, Target operating model section
3.2 Identify and list gaps.
3.3 Assess and select gaps for improvement.
3.4 Define improvement initiatives to close gaps.
  • Defined improvement initiatives via BI Operation Improvement Plan Tool
  • Business Intelligence Center of Excellence Charter document
  • Business Intelligence Standard Operating Procedure
  • Job Descriptions
  • BI Staff Competency Management Reports
3.5 Analyze initiative benefits and costs.
3.6 Obtain approval and official sign-off for the optimization project.
3.7 Execute the optimization project.

Module 4: Track improvements and measure BI performance and value

The Purpose

  • Track improvements and measure BI performance and value.

Key Benefits Achieved

  • Increase the likelihood of improvement initiative completion by tracking each improvement initiative.
  • Improve BI operation capability by measuring and analyzing BI performance measures.

Activities: Outputs:
4.1 Track the progress of improvement initiatives.
  • BI Operation Improvement Tracker
4.2 Develop a BI operation performance and value measurement approach.
  • BI Operation Performance and Value Measurement Plan
4.3 Monitor BI operation performance and value.
  • BI Operation Monitoring Report

Module 5: Communicate and sell the benefits to stakeholders

The Purpose

  • Communicate the benefits of BI to stakeholders.
  • Craft value statements supported by value measures and proof points.

Key Benefits Achieved

  • Maintain stakeholder buy-in for business intelligence.
  • Easily and effectively demonstrate value using value statements and proof points.

Activities: Outputs:
5.1 Communicate BI’s benefits to stakeholders.
5.2 Craft value statements supported by value measures and proof points.
  • List of value statements
5.3 Promote BI’s business value.
5.4 Create a communication plan.
  • BI Operations Communication Plan

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