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Ensure BI Usage by Building A Data Driven Company
When building an analytics system, don't let some BI vendor convince you that everyone in your company will create their own reports; They won't. Virtually every new BI effort starts off with this goal of instant user self sufficiency. But remember, while BI and analytics are marketed as the Viagra of data self-sufficiency; actual mileage may vary (OK, I believe I mixed a few industries and metaphors there but I think I've made my point).
When they realize that the Viagra approach just provides false (and expensive) hope, the next place most companies turn is to having a set of experts in IT use the shiny, new BI tool to create predefined reports for users. While a step in the right direction, this not the right step to take for two closely-related reasons:
Virtually every BI effort starts with the premise that distributing reporting responsibilities to the business will reduce the reporting demands on IT. Having IT create reports largely shifts the same work to a new toolset, and
When IT creates the reports, the report developers are a step removed from the day-to-day input of the folks who need the data. The developers won't have that hands-on feel for what's really needed and even for what the basic business terms mean.
I recently spoke with managers in two Fortune 1000 companies (Automotive and quick service restaurant) who have both come up with the same answer to this problem. And, both have user communities that are gobbling up their BI capabilities. The approach is this: Develop a BI subject matter expert (SME) in each user department. This SME will create the templates and reports for their peers in the department. Rather than assigning this role to a random person in the department, this person must already show a proclivity for working with data. This is usually the guy in the department who everyone already turns to when they need to do something complex in Excel.
Situations will vary but being the BI SME is usually not a full time role. These folks have other day-to-day jobs to do. But, because they are a part of the department every day, they're in the perfect position to understand what their coworkers are saying & what they need.
Having a BI SME also saves you from wasting money training folks who aren't going to get anything out of it. Train the SME on the complexities of the tools. Train the rest of the department on the few steps necessary to open & use the analyses he creates.
So, when preparing to roll out your BI or analytics system, don't expect users to just pick it up. Build the right organization, use the right tools and, if the need for data is really there, the system will get used.
Would love to hear your thoughts!