Monday, November 14, 2011

Case Study for November 18th #BIWisdom TweetChat

Folks,

Peter Evans (@EvansBI) has provided the following case study for discussion this coming Friday at our #BIWisdom TweetChat.

Please review this case and come prepared to discuss!

Our thanks to Peter.

See you on Friday!

Best,

Howard
----------------------------------------------------------------------------------------

Scenario:

Large International Retail Bank with Corporate BI System + Operational Systems + Externally generated survey reports and Operational Metrics. Having just been taken over by an external bank the Service Quality Team had a requirement to generate reports and a service quality scorecard to improve the business customer perception and profitability within the marketplace within a six month period.

You are hired specifically by the Business as opposed to the IT Department as there was already friction between the two teams due to past BI implantation failures – You are replacing a team of developers who had been brought in from the new banks IT Department for a three month period – and had left the unit with an Access database which had to be manually changed each month to the point of the non technical business users re-writing access queries and then running them to get each months reports – and the database was growing exponentially due to very poor data management.

Your problems are how to deal with an IT Team who thinks they are under threat not just from you but also the IT Department of the incoming bank. The Business unit employees were also very skeptical as they were made up of both analysts and managers and thought that if the process is automated they could lose their jobs, and finally since you are working for the business you have very little access to any IT infrastructure to make it all work.

As a BI Consultant/Developer what would be your approach.

Tuesday, November 1, 2011

Cover Letter from our 3rd Mobile BI Market Study

Below is the "cover letter" from our latest (3rd) Mobile Business Intelligence Market Study, which "nets out" our observations and views on the subject: --------------------------------------------------------------------------------------------

When we started researching the Mobile Business Intelligence (BI) phenomenon over a year ago, we knew we were on to something important, but it wasn’t obvious where the journey would take us.

This findings document marks our third published report on the subject since mid 2010 and offers the clearest picture of progress to date. Having over a year’s worth of data to compare and contrast has been especially helpful in developing a higher fidelity; real-world perspective!

To be clear, we believe that we’re in the midst of a profound shift toward Mobile BI (and mobile computing). We believe this paradigm shift will affect everyone and have as much impact as the Internet did, over time.

This latest findings report shows strong evidence that Mobile BI is taking hold - broadly. Although current adoption, plans and perceptions may vary, this is a global phenomenon - across all geographies, industries, functions and organization sizes.

There are also more choices for organizations than there were in 2010. More and better mobile platform options have emerged – with an abundance of new tablets. And BI software suppliers have invested heavily, offering a much more complete menu of mobile options.

However, there are significant risks and challenges along the way. A proverbial “moving target” of hardware and software standards presents difficulties to both customers and suppliers alike. And, the risk of privacy and security breaches remains at the forefront of industry challenges.

Nevertheless, the Internet is an apt analogy. How do we work differently now than before the Internet “revolution”? What we take for granted: our ability to effortlessly find, create and share information and to readily collaborate with others – was impossibly difficult before it.

Likewise, what will be the impact of Mobile BI - with information and insight literally following us - wherever we are; whenever we need it? It will change the way that we work, our ability to respond more quickly and to align towards common purpose. This notion of pervasiveness has always been the mission of BI, which may now finally be realized with the catalyst of mobile computing.

So what should organizations do with this information? To quote Pasteur, “Luck favors the prepared”. In this spirit, we must all prepare for and embrace Mobile BI, or risk getting left behind.

We hope that this findings report – and our other research – will help guide the way and better increase your chances for success with Mobile Business Intelligence.

Best,

Howard Dresner

President, Founder and Chief Research Officer

Dresner Advisory Services, LLC

Friday, October 28, 2011

Mobile Study TOC

Hello Folks,

Below is the Table of Contents from our 3rd Mobile Business Intelligence Market Study Findings Report.

The report will contain 62 pages of analysis and commentary, including over 40 charts and tables, plus side-by-side vendor and product capabilities and plans - through 2013!

The report will be released to enterprise licensees first (October 31st) and then will be posted to our member site on November 21st.

Best,

-----------------------------------------------

Contents

A Note from the Author: 6

Executive Summary. 7

Introduction: 8

Method: 8

About Howard Dresner and Dresner Advisory Services: 9

Study Demographics: 10

Functions Represented: 10

Figure 1 - Functions Represented. 10

Size of Company: 11

Figure 2 - Sizes of Organizations. 11

Geographies: 12

Figure 3 - Geographies. 12

Industries Represented: 13

Figure 4 - Industries. 13

Analysis of Findings: 14

User Importance of Mobile Business Intelligence: 14

Figure 5 - Importance of Mobile Business Intelligence 2010 vs. 2011. 14

Figure 6 - Importance of Mobile BI by Organization Size. 15

Mobile BI Pros and Cons. 16

Benefits of Using Mobile BI: 16

Limitations and risks to using Mobile BI: 17

Mobile BI Platform - User Priorities: 18

Figure 7 –Mobile Platform Priorities – Sept 2011. 19

Figure 8 - Mobile Platform Priorities - by Region. 20

Mobile BI Platform - User Penetration and Plans. 21

Figure 9 - Mobile BI Platform Plans: Today through 2012. 21

Mobile Integration Preferences. 22

Figure 10 - Preferred Platform Integration –Sept 2010 vs. Sept 2011. 22

Mobile Application Priorities. 23

Figure 11 - Global Mobile Application Priorities. 23

Figure 12 - Mobile Application Priorities by Function. 24

User Penetration of Mobile Business Intelligence: 25

Figure 13 - Mobile BI User Penetration: Today through 2013 – Sept 2010 vs. Sept 2011. 25

Figure 14 - Mobile Business Intelligence Penetration by Geography. 26

Figure 15 - Mobile BI Penetration by Function. 27

Figure 16 - Mobile BI Penetration Plans by Organization Size. 28

Exclusive Mobile BI Usage through 2013: 29

Figure 17 - Exclusive Mobile BI Usage by 2013. 29

Figure 18 - Exclusive Mobile BI Usage by Geography. 30

Figure 19 - Exclusive Mobile BI Usage: IT versus Business. 31

Figure 20 - Exclusive Mobile BI Usage by Organization Size. 32

Feature/Function Requirements. 33

Figure 21 - Changing Requirements for Features and Functions – Sept 2010 vs. Sept 2011. 33

Figure 22 - Mobile BI Features Weighted Mean. 34

Figure 23 - Advanced Requirements for Mobile BI Features and Functions - 2011. 35

User roles to be automated. 36

Figure 24 - Roles Targeted for Mobile BI 36

Device Data Storage and Mobile BI 37

Figure 25 - Data Storage: Device vs. Server. 37

Vendor Analysis and Rankings: 38

Table 1 - Vendor Survey Questions. 38

Vendor Importance of Mobile Business Intelligence: 39

Figure 26 - Importance of Mobile BI: Vendors – Sept 2010 vs. Sept 2011. 39

BI Vendor Mobile Platform Priorities: 40

Figure 27 - Changing Mobile Platform Priorities for BI Vendors. 40

BI Vendor Mobile Platform Support and Plans: 41

Figure 28 - BI Vendor Mobile Platform Support and Plans. 41

BI Vendor Mobile Platform Integration. 42

Figure 29 - BI Vendor - Mobile Platform Integration Today. 42

Figure 30 - BI Vendor – Planned Mobile Platform Integration in 12 Months. 43

BI Vendor Supported Features on Mobile Devices. 44

Figure 31 - BI Vendor Supported Features on Mobile Devices. 44

Figure 32 – Industry Support for BI Features: Present through 2013. 45

Vendor Scoring. 46

Figure 33 - Mobile BI Vendor/Product Scores – October 2011. 46

Table 2 - Detailed Vendor Product Capabilities and Plans (Actuate, Arcplan, Birst; Connexica). 47

Table 3 - Detailed Vendor Product Capabilities and Plans (Dimensional Insight, Extended Results, GoodData; IBM/Cognos). 48

Table 4 - Detailed Vendor Product Capabilities and Plans (Information Builders, Jaspersoft, Jedox, LogiXML) 49

Table 5 - Detailed Vendor Product Capabilities and Plans (MeLLmo (Roambi), Microsoft*, MicroStrategy, Oracle) 50

Table 6 - Detailed Vendor Product Capabilities and Plans (PivotLink, QlikTech, SAP, SAS). 51

Table 7 - Detailed Vendor Product Capabilities and Plans (Tableau, Tibco/Spotfire, Transpara, Yellowfin) 52

Appendix: Survey Instrument. 53

Monday, October 24, 2011

3rd Mobile BI Study Will Be Released Oct 31st!

I am pleased to announce that our third Mobile BI Market Study will be released to Enterprise Licensees on October 31st, 2011 and will be posted to our member site within two weeks. Study participants can expect to receive instructions for access to study findings by the end of November.

This landmark study not only addresses current state, user perceptions and intentions - but also has year-over-year comparisons from our first (Sept 10) and second (Feb 11) Mobile BI studies!

In addition, we've included a Mobile BI Buyer's Guide - with side-by-side comparisons for 24 BI vendors - including current capabilities and Mobile BI product plans through 2013!

And, we've scored and ranked vendors based on current platform coverage, levels of platform integration and support for 11 key BI features (see below):


I'm especially excited about this study since it paints the most complete picture of Mobile and Business Intelligence yet - giving readers a much more complete perspective on this highly dynamic market segment!

Best,

Howard