Assess and Optimize BI Operations

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Your Challenge

  • BI stakeholders are dissatisfied regarding the overall performance of the BI operation.
  • The BI operation is unable to return requests to the business in a timely fashion.
  • The BI operation is unable to produce quality BI deliverables that meet business requirements.
  • The BI operation is experiencing rising operational costs.

Our Advice

Critical Insight

Your organization doesn’t need to spend a lot of money or resources on BI. The BI operation should be right-sized to fit your organization’s needs. To optimize the BI operation, ensure you:

  • Determine an initial target state BI operating model.
  • Assess your current BI organization structure, processes, people, application functionality, and performance.
  • Refine the initial target state BI operating model.
  • Rank and select gaps to plan for improvement.
  • Develop an improvement plan, obtain official sign-off, and execute the optimization project.
  • Track improvements and measure BI performance and value.
  • Communicate and sell the benefits to stakeholders.

Impact and Result

  • Improve information delivery time by utilizing effective reporting structures and improving staff competency and capacity.
  • Improve the quality of information by ensuring ownership and accountability is given to BI management practices.
  • Improve maintenance and support costs by enabling the appropriate and necessary applications and functions. 

Assess and Optimize BI Operations

1

Make the case for an optimized BI operating model

Understand how an optimized BI operating model can improve information delivery time, quality, and operational costs.

2

Determine target state BI operating model

Define BI operation goals and measures.

3

Assess current state BI operations

Assess organizational structure, processes, people, and application functionality.

4

Refine, select gaps, plan improvements, and execute

Define improvement initiatives to close gaps, analyze benefits and costs, and obtain approval and official sign-off for the optimization project.

5

Track improvements and measure BI performance and value

Monitor BI operation performance and value.

6

Communicate and sell the benefits to stakeholders

Craft value statements supported by value measures and proof points and create a communication plan.

Onsite Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

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