Capstone Logo 250 February 2009
Capstone Consulting Newsletter
Five Bad Ideas in Business Intelligence, Making Scrum Work for You, and the 2009 BI Events Calendar
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Five Bad Ideas in Business Intelligence
Making Scrum Work for You
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Greetings!
Welcome to the Capstone Consulting quarterly e-Newsletter!  As you can see, we have changed our format, and are excited to be able to serve you better.

A few things haven't changed:  the valuable and informative content you've come to expect from our newsletter, and the enthusiasm with which we'd like to hear from you.  If you have suggestions for future topics, or content you'd like to see in the newsletter, definitely don't hesitate to let us know.

In the meantime, hope you enjoy this quarter's issue on Business Intelligence best practices and the Scrum software development framework.
Five Bad Ideas in Business Intelligence
BI Best Practices with a Twist

Charts and Graph
The goal of Business Intelligence (or "BI") should be to assist business in maximizing the value of their data.  Whether companies know it or not, their data is one of their most valuable assets for strategic and operational decision-making.  When done right, BI has the potential to deliver highly relevant, highly targeted applications, reports, and dashboards, designed to maximize an organization's ability to gain specific, actionable knowledge from their corporate data. That means valuable tools like statistical analysis and predictive analytics, and cross-referencing data from different departments to mine for trends. Valuable stuff!  When done wrong, BI has the power to create organizational, political and technical debacles of Biblical proportions.  Not good.

So, how do you navigate the minefield of complex topics like Business Intelligence?  What about important supporting topics like data warehousing, data governance, data stewardship, etc?  How do you make sure that the decisions your organization is making are the best possible ones - data driven, insightful, and packed with value for your business?

In this edition, we'll take a slightly different approach in discussing BI best practices.  Let's talk about a few of the things you really shouldn't do, if you want your Business Intelligence initiative to succeed.

Bad Idea #1:  Pick the Technology First
Myth:  The technology is the hard part

Many see Business Intelligence or Data Warehousing as technology problems.  They get budget and approval, do lots of research, have vendors give demos and promise endless mentoring ... all in the industrious (if misguided) attempt to "buy" Business Intelligence.

Unfortunately, BI is not, and likely won't be soon, a technology platform.  It doesn't come shrink-wrapped ... at any price.  It can't be bought from anybody like you'd buy a copy of Windows from Best Buy.  BI is a new way of thinking, best practices molded by nearly two decades of successes and failures, architectural paradigms for data and software, changes to your organization, overcoming political hurdles, and much more.  The truth is that the technology is actually the (comparatively) easy part.

Here are some hurdles I'd recommend overcoming before you even talk about the technology you'll use to undergird your efforts...
  • Securing executive commitment (including funding)
  • Building consensus among business functions (and conforming data dimensions)
  • Establishing effective data and IT governance
  • Developing a change control management plan to control scope and growth
  • Accurately defining requirements
  • Figuring out how the system will be supported after it's built
  • Etc, etc, etc
So, let me suggest that there is an order of priority to focus on when launching a BI initiative or project:
  1. The Plan - What exactly are you trying to accomplish, and how does it support the organization's KPI's?
  2. The People - Who is going to accomplish your plan?  What roles will they play?
  3. The Process - How will this awesome plan be accomplished?
  4. The Technology - Now that you have all this in place, let's talk about what tech you'll use to support the plan, the people and the process.
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Article Index

Introduction
Bad Idea #1: Pick the Technology First
Bad Idea #2: Acting on a Wrong View of the Data Warehouse
Bad Idea #3: Ignore the Political Landscape
Bad Idea #4: Leave out Critical Support Functions
Bad Idea #5: Don't Address the Question of Data Ownership
Conclusion
Register Button
Where Business Intelligence meets Agile Development
Reserve your seat today for the Omaha BI Summit.  On March 5th, 2009, Bob Haffner of Werner Enterprises will present a case study of their work with Business Intelligence, Data Warehousing, Agile and Scrum.  Event is free, and targeted at business and IT leadership.  Come prepared to discuss strategy, collaborate on solutions, and share experiences.  Finger foods and drinks will be served.
Making Scrum Work for You
The Cost and Benefits of the Scrum Software Development Framework
Helping Hand
What is Scrum?
Scrum is an Agile Framework for software development.  That's it.  When you Google Scrum, you find 8,750,000 results.  How can something as simple as a process framework warrant upwards of 9 million results?  If you've read about Scrum in Ken Schwaber's books (which I highly recommend!), then you know that Scrum as a concept is relatively simple.  I didn't check all 8,750,000 Google results, but I would guess that the reason there are so many is because implementing Scrum is HARD!   You had better be sure that your organization is ready for the change necessary to make Scrum work, if you are serious about reaping its benefits, which are many.  Successful Scrum is a power agent for making software development successful, but it requires a commitment.  It can be done, but you'll definitely want to be deliberate in doing it.
 
I recently worked with an experienced software engineer who had read Ken's book Agile Project Management with Scrum.  He shared that he definitely agreed with Schwaber that life as a software developer used to be easier.  "...I would code a little, show the person that requested it...they would tell me what they wanted done differently...I would go code a little...show them what I had done, and pretty soon they had what they wanted."  As users multiplied, and the capabilities of new technologies expanded, more and more people entered the mix, and pretty soon there were a lot of people standing between the person coding and the person wanting the code.  It took a long time to come up with processes to manage this, and it takes a lot of effort to rewind to a simpler and more effective way to develop software.  Doing so will touch many parts of your organization, and will require organizational commitment to change.

Scrum's Formula for Change
Another software engineer I know described what an organization implementing Scrum will go through as follows:  "You'd better be aware of the formula for change before you try Scrum."  I was intrigued.  He pointed me to Wikipedia, and this is how they describe it...
D * V * F > R

Three factors must be present for meaningful organizational change to take place. These factors are:
                            
D = Dissatisfaction with how things are now;
V = Vision of what is possible;
F = First, concrete steps that can be taken toward the vision.
 
If the product of these three factors is greater than
 
R = Resistance,
 
then change is possible. Because of the multiplication of D, V and F, if any one is absent or low, then their product will be low and therefore not capable of overcoming the resistance.

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Article Index

What is Scrum?
Scrum's Formula for Change
Scrum Exposes Organizational Weaknesses
Are you ready for Scrum?
Benefits of Scrum
Let Capstone Help
2009 BI Events Calendar
Free Events to help you Navigate the Year of BI

Calendar As leaders in the Business Intelligence and Enterprise Data Warehousing community, Capstone has begun hosting free BI events in both Chicago and Omaha. These free events are designed to bring together business and IT leadership and help them get more out of their data.

So let's talk BI! The 2009 calendar is packed with opportunities to put enterprise information management to work for your organization. And you're invited!  Register now to reserve your seat at an upcoming event near you. Check out Capstone's events page to register or for more information. 

By the way, past events are listed for your information with links to presentations available for download.

January 13, 8-10AM - Chicago Round Table
The Top 5 Good and Very Bad Ideas in Implementing your BI Initiative (download presentation)

February 10, 8-10AM - Chicago Round Table
Defining Achievable Scope in your BI Initiative (download presentation)

March 5, 5-7PM - Omaha BI Summit
Case Study: Werner Enterprises

March 10, 8-10AM - Chicago Round Table
Twin Case Study: Success and Failure in BI Initiatives

April 14, 8-10AM - Chicago Round Table
Building Effective Data Governance

May 12, 8-10AM - Chicago Round Table
Getting Started with Master Data Management

June 9, 8-10AM - Chicago Round Table
Case Study: TBD

June 11, 5-7PM - Omaha BI Summit
Building Strategic Alignment

July 14, 8-10AM - Chicago Round Table
Building Effective Data Stewardship

August 11, 8-10AM - Chicago Round Table
Key Performance Indicators of a Successful BI Initiative

September 8, 8-10AM - Chicago Round Table
Right Thinking about Dashboards

September 10, 5-7PM - Omaha BI Summit
BI Tools Comparison

October 13, 8-10AM - Chicago Round Table
What is a BI scorecard?

November 10, 8-10AM - Chicago Round Table
TBD

December 8, 8-10AM - Chicago Round Table
TBD

December 10, 5-7PM - Omaha BI Summit
Kimball vs Inmon - Cage Match!
Capstone Consulting is an IT services firm specializing in strategic IT consulting, program/project management, business intelligence, data warehousing, full-lifecycle application development and integration, and managed software services.  Capstone Consulting's Newsletter is designed to keep you informed of industry trends that can shape the way you do business. You will also find information on valuable events, as well as interesting and timely articles about the use of technology to support business, non-profit, and government agencies.

We hope you find the information in this newsletter relevant. Your feedback on these or potential future topics is both welcomed and encouraged at newsletter@capstonec.com.

For more information about Capstone, visit our website at www.capstonec.com
 
Sincerely,

The Capstone Consulting Newsletter Team
newsletter@capstonec.com