Monday, January 6, 2014

Dresner’s Point: Why do Some BI Sprouts Lead to Failure?


Over the years of conducting our Wisdom of Crowds® Business Intelligence Market Study on various aspects of BI the percentage of respondents that report success with their BI initiatives increases each time. Yet there are still some that report failures.

Success begets even more success, of course. What enables an outcome of “mission accomplished” and what causes failures? This has been a topic of debates several times in our Friday #BIWisdom tweetchats.
Our market studies consistently reveal that key contributors to success are management commitment, organizational stability, focused implementation and requisite skills. So it follows that the opposite characteristics would lead to failure: lack of management commitment, unstable organization and lack of skills.

But my #BIWisdom tweetchat participants have expanded that picture with their real-world experiences as users, vendors and consultants. In our debates, they swept past the key characteristics and honed in on a central issue — How do organizations decide that a BI implementation failed?

Is the deciding factor that the company does poorly, or that the users are dissatisfied, or is it a combination of both factors? And what constitutes a “user” in this aspect; is it only users with decision authority? Is the deciding factor among end users the fact that vendors say the technology answers problems all on its own and thus there is not enough emphasis on process, training, briefings, change management? Is it the lack of a long-term vision and commitment, which then causes the BI solution to go stale and subsequently be perceived as a failure?

Failure is a relevant term; in some organizations the IT department may say the BI initiative is a success but end users say it’s a failure because they can’t use the tool.

A participant tweeted that evaluating whether or not a BI implementation fails should be like a doctor’s evaluation, checking for various symptoms to determine whether the implementation is “healthy.” From their own experiences, the #BIWisdom participants came up with a list of “symptoms” criteria for evaluating success or failure.

Someone tweeted that user adoption is the only symptom that counts. Someone else stated that it isn’t the only criterion, but it’s the most important one. Another participant disagreed, saying that it’s important that the users adopt a tool that delivers correct data and information.

Another tweeted that early adoption is critical. And someone else countered that an influential stakeholder’s adoption is the most critical factor, adding that “one negative C-level opinion is all it takes for failure.” One person stated that success requires “adoption from the C-suite to the shop floor.”

Several #BIWisdom folks pointed out that each department head in an organization might have different success criteria —ease of use, governance, integration, for example. And several opined that revenue and growth are the most important success criteria.

Another tweeted opinion is that success with BI analytics tools requires corresponding transformation of business processes.

And there was this bit of tweeted wisdom: “Failure is any BI deliverable that doesn’t result in a changed process or decisions. Otherwise, what was the point of the initiative?”

So the discussion shifted to context and actionability as well as measurement of success.
“But how can you measure ‘understanding?’” asked one of the group. “And what if you can’t prove you improved?” Another participant added that some business processes don’t lend themselves to measurement. So it’s “a bit like a scientist’s problem of mere observation impacting results of an experiment,” he added.
I think this tweet sums up the final opinions of the group: “It’s fair to say that evaluation of success or failure is a measurement of whether the BI initiative enabled change. After all, if it just proves your organization is perfect, the expense of evaluating the outcome isn’t justified.”

Bottom line: Of course failures also are learning experiences. But my experience and observation is that in successful organizations business intelligence is how people stay aligned with the mission and strategy.
Therefore, if BI is that crucial to an organization’s success, it begs the question: Does the BI industry do enough to ensure initial customer success with BI tools and solutions?


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Howard Dresner is president, founder and chief research officer at Dresner Advisory Services, LLC, an independent advisory firm. He is one of the foremost thought leaders in Business Intelligence and Performance Management, having coined the term “Business Intelligence” in 1989. He has published two books on the subject, The Performance Management Revolution — Business Results through Insight and Action, and Profiles in Performance — Business Intelligence Journeys and the Roadmap for Change. He hosts a weekly tweet chat (#BIWisdom) on Twitter each Friday. Prior to Dresner Advisory Services, Howard served as chief strategy officer at Hyperion Solutions and was a research fellow at Gartner, where he led its Business Intelligence research practice for 13 years.

Saturday, December 14, 2013

Dresner’s Point: Does BI Need a Seducing Effect?

I guess Black Friday, January sales and constant reminders of how many shopping days are left before Christmas weren’t enough enough to entice shoppers to hit the stores early and often enough in the holiday season. Now we even have Pre-Black Friday and Green Monday. These seductive tactics to entice people with something “special” reminded me of a discussion we had at one my Friday #BIWisdom tweetchats.

When I asked my Twitter group of BI enthusiasts what would help to rein in more users, it was apparent that they thought more self-service functionality is needed in BI apps. They agreed that vendors have made great strides in self-service BI (SSBI) but also agreed that vendors need to extend SSBI to advanced analytics.
The weekly #BIWisdom tweetchat is my favorite forum for BI discussions because it brings out varying perspectives among users, vendors and consultants and thus usually bubbles up effective real-world ideas. In the following tweets you can see how they painted decision making for improving the SSBI environment:
Should we “dummy down” advanced analytics for end users?

• No matter how good the information is, if a tool is too complex for end users, they won’t use it. They’ll take the path of least resistance. The more BI practitioners hide the complexity, the more users will think it’s easy.
• Complexity can be hidden behind well-designed semantic layers.
• Users want things simple and want what they’re accustomed to daily: Twitter, Google, Apple. And Twitter encourages over-simplification.

Should we train and educate the users better?

• Some tools require near-zero training to use. Pain comes from not understanding the data.
• Assuring data understanding is tough. Even with better visualization, it’s still a difficult problem to solve.
• I just saw a 3D map that could be rotated in a BI app. But does anyone really need that?
• Should it be a zero training approach or contextual help?
• Training in the abstract is tough, but training with live data is close to zero.
• Users have varying needs. They will care about data and information if it’s relevant to their roles. Training is easier if it’s personalized to their role.

Two of the group tweeted a viewpoint that buttonholed the real issue — “It’s funny how BI is becoming part of consumer apps and the app world is showing the IT world that the focus needs to be on UX / IX design; yet BI vendors struggle with adoption.”

The #BIWisdom group agreed this is a critical distinction, especially since a large part of the population is being raised, or switching to, a ‘mobile-first’ approach. The remaining discussion centered on the vendors’ responsibility for SSBI and BI adoption. As you can see, their opinions varied:

• Tools need to be simple and fast, but it’s not all the responsibility of the vendors.
• BI users aren’t always the right people to ask about UX design. Take me, for example: Give me a big table of numbers, and I’m set.
• Letting analysts design the UI results in a poor design.
• A BICC (BI Center of Competency) should include an expert in UX / UI design.

As the tweetchat wound down, they agreed on two aspects.

First, vendors that don’t focus on UX / IX design and self-service functionality risk becoming irrelevant. “That’s the price of entry,” someone commented. Most agreed that vendors aren’t focusing on design and SSBI in their sales pitch.

Second, you can have the best data or information in the world, but “pretty” matters because pretty and easy beat complete and complicated every day of the week. “Develop an ugly dashboard and see what happens to usage,” tweeted one participant. Someone else added, “Even the placement and color of KPIs impacts usability.”

Bottom line: I recognize the validity of all their comments. But I also recognize that problems are often perception more than reality. I believe the issue around self-service BI is an education issue first and a technology issue second.

I believe organizations need more education (and change management), especially focusing on meaningful BI experiences. And I like the community-based approach to developing solutions and UX / IX design; this can make for more durable and more value-producing software. What could be more seductive than higher value and return on investment?



Click Here to Purchase Your Copy of the 2013 Wisdom of Crowds ® Mobile Computing & Mobile Business Intelligence Market Study

Howard Dresner is president, founder and chief research officer at Dresner Advisory Services, LLC, an independent advisory firm. He is one of the foremost thought leaders in Business Intelligence and Performance Management, having coined the term “Business Intelligence” in 1989. He has published two books on the subject, The Performance Management Revolution — Business Results through Insight and Action, and Profiles in Performance — Business Intelligence Journeys and the Roadmap for Change. He hosts a weekly tweet chat (#BIWisdom) on Twitter each Friday. Prior to Dresner Advisory Services, Howard served as chief strategy officer at Hyperion Solutions and was a research fellow at Gartner, where he led its Business Intelligence research practice for 13 years.

Dresner’s Point: How to Move the Needle in User Adoption

The topic of how to increase user adoption of business intelligence technologies generated a lot of opinions in a recent Friday #BIWisdom tweetchat.

The tweets started with opinions about what hampers user adoption. Some tweeted that the tangling of BI into the Big Data space causes confusion, it’s a mistake to try to get end users to adopt “analyst tools” and we must stop force-feeding generic analysis tools to end users even if they are “simple” to use. Someone tweeted that some organizations make the mistake of working only with power users who may have a vested interest in not expanding adoption to others. Many agreed that trying to change a user’s adoption of and interaction with BI tools on a daily basis is difficult; one tweet compared it to trying to change someone’s religion or belief system.

The conversation turned when a #BIWisdom tribe member stated that “BI encompasses people, process and technology; but most implementations focus on the technology and forget the people and process.” Others then chimed in with:

• BI should just be intuitive and just a part of other apps; users don’t want to think about doing BI
• Predictive analytics adds a lot of value; but it needs to be a part of users’ current desktop app, not a separate app
• Analytics should be placed inside business processes and link to actions rather than making users go to another system
• BI solutions should not be approached from a one-size-fits-all mindset

A participant tweeted that “Vendors need to push toward true self-service functionalities and super-easy user interfaces; self-service lies not in making generic tools simpler to use but in custom interfaces for specific tasks.” This tweet sparked comments comparing BI apps to mobile apps, as apps on smart phones and apps are very task oriented, enticing and focus on the end user. Mobile apps have the characteristics that “good BI” should have: agile, visual, interactive and intuitive. Unfortunately this seldom occurs.
Some tweeted that perhaps we should apply the mobile app model to business intelligence. Another participant added that “Every hour of training needed for BI technology cuts user adoption by at least 50 percent — compare that to the quick adoption of iPads and other tablets, which need no manual or training course.”

In the end, the group concluded that there is not enough focus on incentives. They agreed that bad analysis often goes unpunished and good analysis often goes unrewarded. “People who use BI technology well should be made into organizational heroes in internal communications and should be rewarded,” tweeted a tribe member. Organizations should praise people who demonstrate transparency and accountability as both are essential in an effective BI environment.

Along that line, someone added that organizations should also “identify employees who are against the necessary change management necessary to build a corporate culture that embraces fact-based analysis and accountability and then communicate to them the value/benefits of leveraging BI. That aligns with my own observation over the years that, without top-down strategic change management, an organization will not widely adopt BI.

Bottom line: A lot has changed, and the way we use technology today is vastly different from 20 years ago or even a decade ago. But one thing has not changed: technology adoption must be driven top down. If the CEO and other CxOs don’t believe in the technology, nobody else will either. My observance is that CxOs must embrace the technology; when they believe it is critical to their personal success, everyone else will get on board too. As soon as there is a hint that maybe the technology is not strategically important, people will treat it with denial and neglect.

There are some things that can be done to “move the needle” in BI user adoption, but nothing is as impactful as getting the CEO on board.



Click Here to Purchase Your Copy of the 2013 Wisdom of Crowds ® Mobile Computing & Mobile Business Intelligence Market Study

Howard Dresner is president, founder and chief research officer at Dresner Advisory Services, LLC, an independent advisory firm. He is one of the foremost thought leaders in Business Intelligence and Performance Management, having coined the term “Business Intelligence” in 1989. He has published two books on the subject, The Performance Management Revolution — Business Results through Insight and Action, and Profiles in Performance — Business Intelligence Journeys and the Roadmap for Change. He hosts a weekly tweet chat (#BIWisdom) on Twitter each Friday. Prior to Dresner Advisory Services, Howard served as chief strategy officer at Hyperion Solutions and was a research fellow at Gartner, where he led its Business Intelligence research practice for 13 years.

Wednesday, November 6, 2013

Dresner’s Point: Collaborative Technology Won’t Make You Collaborative

At one of our recent Friday #BIWisdom tweetchats, we talked about the findings in our 2013 Wisdom of Crowds® Collaborative Business Intelligence Market Study, which led to an insightful conversation about why some organizations haven’t adopted collaborative BI technologies and why some adopted it but failed to achieve the anticipated value.

 We started with the group coming to an agreement as to what collaborative BI is. I tweeted that, at a minimum, it’s the ability to annotate, share and co-author in the context of the BI solution.

 Others tweeted that it:

 • Requires that people interact with other users, not just with visuals and data

• Is good for driving toward consensus and documenting the process

• Is important for distributed organizations where it’s difficult to have face-to-face meetings

 • Enables collaborating with people one has never met

• Is good for addressing information that doesn’t lend itself to being captured nonverbally

 We agreed that collaborative BI is a good mechanism for sharing explicit knowledge but face-to-face meetings are still the best way to share implicit knowledge. Facial expressions are an extremely important part of the context in sharing implicit knowledge.

 If it’s so effective, why aren’t organizations jumping on the collaborative BI bandwagon and why have some not seen the anticipated ROI?

The #BIWisdom tribe had several observations:

 • Some companies are not progressing fast enough on a BI maturity model.

 • The technology is in an early stage and perhaps is not good enough yet to gain acceptance with an audience broader than early adopters.

 • Mobile BI has so many collaborative features that people don’t realize collaborative BI technologies are different from mobile BI.

 • It’s a bit of a chicken-and-egg phenomenon: Some organizations may have the right technology but lack a collaborative culture, yet others may have a collaborative culture but may not have implemented the right technology.

 But what resonated most strongly with the tribe was the conclusion that adoption of collaborative BI technologies is a generational issue. Organizations that have a younger board tend to have younger collaborative business processes across the organization. Where top leadership is older, the organization often lacks top-down encouragement for a collaborative culture and incorporating feedback into the way it operates.

 Short of the threat of ouster, embracing collaborative tech tools requires strong change management to build a culture change that understands the value added proposition leveraging collaboration. The group provided two examples of rigid organizational changes to implement a collaborative culture.

 The first example was a failure. A large multinational telecommunication company undertook a strategy to change its culture. After 10 years the change has not been accomplished. The big learning is that the strategy was flawed from the beginning because they failed to identify all the actors and their differing stances.

 The second example was an organization with 5,000 employees; five percent of them were involved in the change. This successful BI initiative was built on Yammer. The main ingredient it required was curiosity and a desire to improve. It took six months to really gear up, and it reached critical mass when everyone realized that they were solving problems collaboratively that they could not have solved in isolation.

 Bottom line: Our Friday #BIWisdom tweetchats are actually a good example of collaboration. Participants (BI users, vendors and consultants) are remote, collaborate with no boundaries and leverage a chance to think “big picture.” Too often organizations throw technology at an underlying cultural issue. But collaborative BI technology is only an enabler for a culture that is already collaborative. The deployment of any business strategy needs to include a solid change management process, plan, strategy and enforcement/modeling from top management; this is especially true with collaborative BI. Collaborative technology will not make an organization collaborative.

2013 Wisdom of Crowds Collaborative Business Intelligence Market Study with Buyers’ Guide

Howard Dresner is president, founder and chief research officer at Dresner Advisory Services, LLC, an independent advisory firm. He is one of the foremost thought leaders in Business Intelligence and Performance Management, having coined the term “Business Intelligence” in 1989. He has published two books on the subject, The Performance Management Revolution — Business Results through Insight and Action, and Profiles in Performance — Business Intelligence Journeys and the Roadmap for Change. He hosts a weekly tweet chat (#BIWisdom) on Twitter each Friday. Prior to Dresner Advisory Services, Howard served as chief strategy officer at Hyperion Solutions and was a research fellow at Gartner, where he led its Business Intelligence research practice for 13 years.

Monday, September 30, 2013

Mobile Business Intelligence - What are your views?

What are your views on Mobile Business Intelligence?

Data collection has begun for our 5th annual Wisdom of Crowds® Mobile Business Intelligence Market Study and we'd really value your input!

Click here to be directed to the survey!

Here are a few important reasons to participate:

1) Your participation supports a modern and wholly objective approach to industry research AND participants will receive a complimentary research report.

2) You get to weigh in and rate your Mobile Business Intelligence software vendors.

3) This study is NOT sponsored by vendors or anyone else. It is intended to provide an objective view into the market and reflect the experience and opinions of Mobile and Location Business Intelligence users.

Also, your personal information is kept completely confidential! We NEVER share it with any other parties, for any reason!

Click here to be directed to the survey!

Thank you in advance!

Best,

Howard

Wednesday, August 28, 2013

Our Q3 Newsletter

Newsletter from Dresner Advisory Services

As we approach the final 3rd of 2013, we thought you might appreciate an update and progress report from Dresner Advisory Services.

It's been an especially busy year for us and we're pleased with what we've achieved and excited by what lies ahead.

Here are some highlights from this year:

Our Website: We've reorganized our website dresneradvisory.com and made it much more useful and accessible. On the home page you'll find our twitter feed, recent articles, latest blog entry and most recent research products.

We've also added a "complimentary research" section, with free articles covering essential topics related to Business Intelligence. Titles include: What Influences Value of Predictive Analytics?Watch Out for the Credibility Gap in BI Data, Make Sure the Heat is on for Business Intelligence, Involve Customers and Suppliers in Your BI Chain and Are You Ready for the Mobile BI Diamond?
We encourage you to visit our website and welcome your feedback!

Research: We took on a pretty ambitious research agenda for 2013 and have succeeded in publishing a number of breakthrough market studies.

Our 4th annual flagship report - The Wisdom of Crowds ® Business Intelligence Market Study was expanded for 2013 and contains 124 pages of in-depth market analysis, with 80 charts and tables, 23 vendor rankings AND an exclusive 17-page buyers' guide! This buyers' guide compares and contrasts 22 BI vendor products across 19 key feature sets and 3 platforms: Traditional, Cloud and Mobile.

We published our 2nd annual Cloud Business Intelligence study in July with everything needed to assess this market phenomenon with 66 pages of in-depth market analysis, 50 charts and tables, 13 vendor rankings and a buyers' guide comparing and contrasting BI vendor cloud capabilities - including user BI features, cloud architectural support and cloud security.

And, we launched our inaugural Embedded BI study - focusing upon the requirement to make BI capabilities pervasive by including them as a part of other applications.  Like our other thematic research reports, Embedded BI explores user perceptions and intentions and includes vendor rankings and a buyers’ guide, making it a valuable tool for anyone considering investing in embedded BI products and services.

All of these premium research products can be found on our products page on dresneradvisory.com/products.

What's next: Moving forward, we are gearing up for our fall data collection project, which will support Mobile Computing, Mobile BI and (new this year) location analytics. We'll be sending out another email when data collection begins. As always, we welcome user participation in our studies and reward participation with a complimentary copy of the findings.

We'd also like to hear from you! If you have specific suggestions that you'd like to share, please respond to this email!

Hope the rest of 2013 is a successful one for you!

Best,

Howard

Chief Research Officer
Dresner Advisory Services

Tuesday, August 27, 2013

Dresner’s Point: Are You Ready for the Mobile BI Diamond?

A participant in one of my Friday #BIWisdom tweetchats observed that “in the mobile ecosystem, Big Data + social + the NSA data surveillance news are a perfect storm.” Will the NSA storm change attitudes regarding mobile BI and thus hinder its growth? It’s a good question and it sparked an interesting discussion in our Twitter group.

Before the perfect storm, our tweetchat tribe (comprised of customers, vendors and consultants/analysts) were of the opinion that the growing “app” mentality for “cool stuff” among consumers and the easy-to-consume info in mobile apps could end up increasing trust and thus lead to less testing and faster releases.
But one of the tribe tweeted that, at a minimum, the NSA storm will draw more attention to the organizational risks inherent in BYOD models. However, another member pointed out that BYOD is already a big challenge in mobile BI adoption because it makes it difficult to keep standardize and optimize the mobile BI experience.

Someone tweeted that users in finance groups were already the least interested in mobile BI. They tend to be risk averse, and the NSA storm may cause the risks to seem even larger. But another participant tweeted that customer-facing business units are the biggest adopters, not the back-office finance groups. In fact the biggest drive for mobile BI is coming from the boardroom.
The #BIWisdom tribe concluded that the perfect storm won’t have much impact on the growth of mobile BI because “it’s absolutely essential that data be real time” and “in a data-driven culture, the information needs to follow people everywhere.”

Our group agreed that a lot of organizations are trying mobile BI, but achieving success is a slow process. Other organizations are reluctant to justify the investment without greater proof of success, and many of the benefits (such as more eyes on the information, ready access to information) are hard to quantify.

Challenges include:

• Connectivity issues that make live mobile BI undependable.
• Difficulty in authoring and using advanced analytics until the UI/UX fundamentally changes. It can’t just be a simple port of existing code to mobile; it requires rethinking.

An even bigger issue, tweeted a tribe member, is that by definition mobile BI informs one person at a time. “What happens after people are seamlessly informed individually?” he asked.

“They can still collaborate,” tweeted someone else. “What’s the difference if they collaborate on the road or in a cube?”

“Collaborate how?” he responded. “Collaboration requires some thoughtful engineering, which is currently lacking.”

“BI can’t be in its own dimension,” another tribe member tweeted. “Collaboration must be part of the workflow and process to decision making, and that workflow must be smooth and transparent. And not all users feel comfortable with collaboration features, so there’s a cultural shift that must take place.”

The #BIWisdom group concluded that, despite the NSA storm and the technical issues that still need to be addressed, mobile BI will grow.

Bottom line: Like an unpolished diamond in the rough, mobile delivery of business intelligence hasn’t yet reached its potential. But our annual Wisdom of Crowds® market studies show that mobile is increasingly becoming a force in BI. In fact, our recent report on the Wisdom of Crowds® Cloud Business Intelligence Market Study highlighted the fact that 70.4 percent of respondents ranked mobile BI as “critically important” in 2012.

Mobile BI is also a natural complement to cloud BI, which is definitely growing in importance. Our 2013 Wisdom of Crowds® study also found that many small organizations are embracing mobile BI and cloud BI as a means of side-stepping traditional computing. The user data indicates strong synergy between cloud and mobile in BI.

The demand for business intelligence arises from multiple needs; some won’t suit mobile delivery, but some will. So mobile BI adoption will grow despite its current drawbacks.
Consequently, mobile BI will engage a whole new group of users — and they will need to be educated about the use of BI data.

Click Here to Purchase Your Copy of the 2012 Wisdom of Crowds ® Mobile Computing/Mobile BI Market Study


Howard Dresner is president, founder and chief research officer at Dresner Advisory Services, LLC, an independent advisory firm. He is one of the foremost thought leaders in Business Intelligence and Performance Management, having coined the term “Business Intelligence” in 1989. He has published two books on the subject, The Performance Management Revolution — Business Results through Insight and Action, and Profiles in Performance — Business Intelligence Journeys and the Roadmap for Change. He hosts a weekly tweet chat (#BIWisdom) on Twitter each Friday. Prior to Dresner Advisory Services, Howard served as chief strategy officer at Hyperion Solutions and was a research fellow at Gartner, where he led its Business Intelligence research practice for 13 years.