1. Info-Tech Research Group1 1 Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2014 Info-Tech Research Group Inc. Develop a Winning BI Strategy Take a top-down approach to business intelligence to ensure your organization’s key decision makers are armed with the right information. Info-Tech's products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns.© 1997 - 2014 Info-Tech Research Group

2. Info-Tech Research Group2 2 Table of Contents 1.Succeed with a Winning BI Strategy 2. Structure the Pilot Project Template: BI Business Case PresentationBI Business Case Presentation Tool: BI Pilot Project Planning ToolBI Pilot Project Planning Tool Template: BI Project Charter TemplateBI Project Charter Template 3. Execute the BI Pilot Project Template: BI Strategy Roadmap TemplateBI Strategy Roadmap Template 4. Track and Communicate the Results of the Pilot Project Tool: BI Strategy Measurement PlanBI Strategy Measurement Plan 5. Transition to the Enterprise Deployment of BI Tool: BI Planning ToolBI Planning Tool 6. Track and Measure the Value of the BI Strategy Tool: BI Strategy Project Tracking ToolBI Strategy Project Tracking Tool 7. Promote BI within the Organization Template: BI Communication Planning TemplateBI Communication Planning Template 8. Workshop Deck

3. Info-Tech Research Group3 3 This Research is Designed For:This Research Will Help You: This Research Will Assist:This Research Will Help You: This Research Is Designed For:This Research Will Help You: This Research Will Also Assist:This Research Will Help Them: Our Understanding of the Problem A CIO or Business Intelligence Director looking to improve business analytics, reduce time to information, and embrace fact-based decision making with business intelligence (BI). Application Directors experiencing poor results from an initial BI tool deployment looking to improve the outcome. Prove the value of BI and generate buy-in from senior executives in the organization. Avoid common pitfalls and challenges that derail BI deployments and lower adoption. Recognize any organizational BI gaps and deficiencies prior to deployment. Remedy BI gaps and deficiencies with both short-term fixes and long-term solutions. Project Managers and Business Analysts assigned to the BI project team to collect and analyze requirements. Recruit the right resources for the project. Execute a proof-of-concept pilot project. Collect BI requirements. Prioritize which BI solutions to build first. Create BI solution mock-ups. Mitigate common BI project risks. Track the success of the BI initiative.

4. Info-Tech Research Group4 4 Executive Summary 1.Top-Down Approach Historically, BI has been successful at penetrating the operational and tactical levels, but doesn’t always reach the strategic level. Taking a top-down approach ensures key decision makers are immersed in BI. 2.Build a “Duct Tape” Prototype Before committing to an expensive BI tool, use the resources you already have to prove the value of BI and build buy-in. 3.Work Backwards from the Decisions Think about the actual decisions being made and build a tool that supports the decision maker. Resolution Situation ! Complication ? 39% of organizations ranked business intelligence as IT’s top priority for 2014; however, just because there is an appetite for BI does not mean the initiative will be an automatic success. In fact, only 41% of organizations considered their BI initiative to be a complete success. Therefore, it is imperative that organizations take the time to craft a BI strategy that aligns with business goals and fosters end-user adoption. Many organizations jump straight into solution design and purchase the latest BI gadgets without a true understanding of the organization’s needs. Executive support is either absent or dissipates quickly after the project starts. Not only is support from this level of the organization paramount, but these individuals are also in the best position to utilize BI and should be highly involved in the project. Run a low-cost BI pilot project with a senior executive to demonstrate the value of BI to other senior decision makers. The scope of the pilot project must be small and focused on assisting a senior executive to make one or two major decisions. Use metrics, surveys, and quotes to capture and communicate the results of the pilot with the rest of the organization to build buy-in and generate support for the enterprise deployment of BI. Remedy any capability gaps and deficiencies before the enterprise deployment of BI. Once senior executive needs have been met, begin accommodating requests from the tactical and operational levels. Create a network of BI ambassadors across the organization to promote BI. Info-Tech Insight

5. Info-Tech Research Group5 5 BI Strategy Project Blueprint I need to develop a winning BI strategy v Section 1 Succeed with a Winning BI Strategy Section 1 Succeed with a Winning BI Strategy Pilot Project Scorecard CIO and Pilot Sponsor CIO or Director of BI Section 2 Structure the Pilot Project Section 2 Structure the Pilot Project Section 3 Execute the BI Pilot Project Section 3 Execute the BI Pilot Project Business Case Presentation Case Study BI Strategy Roadmap Pilot Project Planning Tool Pilot Prototype v Section 4 Track and Communicate the Results of the Pilot Project Section 4 Track and Communicate the Results of the Pilot Project Pilot Project Charter Multiple Project Sponsors Ready for Enterprise Deployment? BI Strategy Project Charter v Section 5 Transition to the Enterprise Deployment of BI Section 5 Transition to the Enterprise Deployment of BI BI Strategy Planning Tool Pilot Productized BI Solutions Section 6 Track and Measure the Value of BI Section 6 Track and Measure the Value of BI Section 7 Promote BI within the Organization Section 7 Promote BI within the Organization Tracking Tool Measurement Plan Communication Plan

6. Info-Tech Research Group6 6 Guided Implementation 1: Structure the Pilot Project Review your BI strategy pilot project charter and identify the most suitable candidate to be the pilot project sponsor. Guided Implementation 2: Execute Pilot Project Finalize the scope of the pilot project, review solution mock-ups and requirements, and discuss creative low-cost methods for building the “duct tape” prototype. Guided Implementation 3: Communicate the Results of the Pilot Project Discuss best practices for setting metrics, tracking the results, and communicating the results to other senior executives. Guided Implementation 4: Transition to the Enterprise Deployment of BI Prioritize and aggregate stakeholders’ BI needs and discuss requirements for the corresponding solutions. Develop an action plan for remedying any gaps between the solution requirements and your current capabilities. Guided Implementation 5: Measure and Promote the Value of BI Within the Organization Discuss metrics for measuring the success of the BI strategy and tactics for promoting BI within the organization. Info-Tech is ready to assist. Book a free guided implementation today! Book a Guided Implementation Today: Info-Tech is just a phone call away and can assist you with your project. Our expert Analysts can guide you to successful project completion. For most members, this service is available at no additional cost.* * Guided Implementations are included in most advisory membership seats. Here are the suggested Guided Implementation points in the BI Strategy project:

7. Info-Tech Research Group7 7 What’s in this Section:Sections: Succeed With a Winning BI Strategy Structure the Pilot Project Execute the Pilot Project Track and Communicate the Results of the Pilot Project Transition to the Enterprise Deployment of BI Track and Measure the Value of the BI Strategy Promote BI Within the Organization The challenges associated with BI. Info-Tech’s methodology for developing a winning BI strategy. The potential benefits of BI for your organization. A BI readiness checklist.

8. Info-Tech Research Group8 8 Succeed With a Winning BI Strategy 1 Activities in this step Spot the challenges and difficulties associated with BI. Leverage Info-Tech’s methodology for developing a BI strategy. Recognize the potential benefits of a BI strategy. Determine if the organization is ready to proceed with BI strategy development. What is the best approach for developing a BI strategy? Is my organization ready for BI? Key Questions Key Insight Historically, BI has been successful at penetrating the operational and tactical levels, but rarely reaches the strategic level to the same extent. Taking a top-down approach ensures key decision makers are immersed in BI from the onset. CIO or Business Intelligence Director Team Members Section Outcomes Comprehension of Info-Tech’s methodology. Go/No-go decision for proceeding with BI strategy project.

9. Info-Tech Research Group9 9 Develop a business intelligence strategy to improve decision making, cut costs, and identify new business opportunities Business intelligence (BI) is a decision support mechanism for decision makers. A BI strategy provides a strategic direction for BI, enabling decisions by utilizing people, process, data, and technology. Typically, business decisions are based on a mix of intuition, opinion, emotion, organizational culture, and data. A well devised BI strategy enables decisions to be better supported by relevant and accurate data, leading to better quality decisions and outcomes. An effective BI strategy will align the BI initiative with the organization’s objectives and strategy. The goals of the initiative should be clearly outlined to ensure a unified understanding of the benefits of BI. of executives receive the information they need to make strategic decisions (SAP).SAP 10% of organizations made inaccurate decisions as a result of inaccurate or outdated data((Avanade).Avanade 46% of organizations believe their bottom line is negatively affected by inaccurate and incomplete data (Experian).Experian 77% BI is more than just a software package – it is a program jointly owned by both the business and IT that enables data mining, analytics, querying, and reporting. Organizations must develop a comprehensive BI strategy that fosters collaboration, user adoption, communication, knowledge, and insight to be successful.

10. Info-Tech Research Group10Info-Tech Research Group10 Over half of all BI projects fail to meet the organization’s needs – avoid falling victim to common pitfalls In 2012 only… of all BI projects were considered fully successful. 41% Source: Dresner Advisory ServicesDresner Advisory Services Strategic PitfallsSelection Pitfalls Poor alignment of BI goals with organization goals. BI success not measured. No executive support during or after project. Inadequate requirements gathering. No business involvement in selection process. User experience not considered. Implementation PitfallsTool Usage Pitfalls Absent change management. No quick wins. Inadequate initial or ongoing training. Too much data presented. Poor data quality discourages usage. Analysis performed for the sake of analysis. BI pitfalls are lurking around every corner, but a comprehensive strategy drafted upfront can ensure your organization overcomes these obstacles. Info-Tech’s approach to BI has involvement from the business units built right into the process from the start and forces IT to interact early and often with key stakeholders.

11. Info-Tech Research Group11Info-Tech Research Group11 The pains of inadequate BI are felt across the entire organization– develop a BI strategy before IT gets blamed Pain Points Organization Insufficient information to make decisions. Unable to measure internal performance. Losses incurred from bad decisions or delayed decisions. Canned reports fail to uncover key insights. Multiple versions of information exist in silos. IT Department End users are completely dependent on IT for reports. Creating ad-hoc BI requests takes time away from core duties. Spreadsheet-driven BI is overly manual. Business losing trust in IT. CIO Under great pressure to improve BI. Potentially being blamed for poor decisions made with bad BI. Ad-hoc BI requests are consuming IT resources and funds. What does this mean for the CIO? 39% of organizations rank BI as their top IT priority in 2014. If the CIO fails to take action, the pain will continue to grow and the blame will fall squarely on IT. Conversely, a successfully deployed BI solution will propel the reputation of the CIO and improve IT’s standing as a strategic partner. Source: DataversityDataversity Organization Pain Points IT Department Pain Points CIO Pain Points

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