Join Mico Yuk and understand the 7 steps that help you win with data visualization

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Seven Steps to Achieving
the Ultimate BI Visual Quick Win (BIVQW)
Mico Yuk
Co-founder/CEO, BI Brainz USA

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Social Reminder
Be sure to join the discussion…
@micoyuk | @bibrainz | @analyticsonfire
#BI2017 | #HANA2017
micoyuk.com

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In This Session
• Discover what you need to achieve the ultimate BI Visual Quick Win
• Find out where most BI visual projects fail and how to avoid it
• Learn how to qualify a BI Visual Quick Win, and when to say 'No'
• Learn what skillsets you must have to succeed, and what to do if you don't
• Get a peek into a real world example of BI Visual Quick win and see why it worked!

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Things you should know before we start …
• This is a process driven not technical presentation.
• Non-SAP tools were used in some cases to achieve faster results, but not in all cases.
• All information shared is based on actual customer engagements undertaken by BI
Brainz and its subsidiaries. Use it at your own risk.
• BI Brainz created the Ultimate BI Visual Quick Win due to customer demand and the 2016
Gartner BI quadrant.
• To date we tested this service on up to 10 customers
s 1 customer is doing a success story for us
• BI Brainz uses its own BI Dashboard Formula methodology and tools
• BI Brainz is sharing this with you as we feel you can use our learnings to make your
project successful

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What We’ll Cover
• Core Traits of a BI Visual Quick Win (BIVQW)?
• Seven Steps to Achieve a BI Visual Quick Win (BIVQW)
• Who is the BI Visual Quick Win for?
• Quick Customer Case Study
• Wrap-up

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Core Traits of a BI Visual Quick Win (BIVQW)
“what the customer has to say at the end of the project”
Time Cost Quality
ü Complete in < 90 days
ü Delivered on-­time
ü Followed an ‘agile’ like
methodology
ü Has a pre-­defined phase
two lined up
ü Executive Financial
Sponsorship
ü Retained re-­useable
assets
ü BI tool(s) readily available
ü Delivered within scope
ü Kept users fully engaged
ü Data was correct
ü Delivered a visual ‘of
some kind’ every week
to the business

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What We’ll Cover
• Core Traits of a BI Visual Quick Win (BIVQW)?
• Seven Steps to Achieve a BI Visual Quick Win (BIVQW)
• Who is the BI Visual Quick Win for?
• Quick Customer Case Study
• Wrap-up

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Seven Steps to Achieve a BI Visual Quick Win (BIVQW)
step 1 - Confirm a Solid Use Case
step 2 - Identify the Top 5 - 8 KPIs
step 3 - Tell a Clear Story
step 4 - Create a Great Design
step 5 - Allocate the Correct Resources
step 6 - Use an ‘Agile-like’ Process
step 7 - Create a Sustainable Model
Data is ’key’

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Step 1. Confirm a ‘Solid’ Use Case
“How to Achieve a BI Visual Quick Win”
Good Use Case Types
1. Executive Dashboards (start ups)
2. Automation (spreadsheets)
3. Conversions (spreadsheets, reports)
4. Data Viz Upgrades (redesigns, tool change)
5. Calculators
6. What-if scenarios
7. Geo-Intelligence Reporting
8. Mobile Reporting
Definition:
A use case represents
the actions that are
required to enable or
abandon a goal.

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Step 1. Confirm a ‘Solid’ Use Case
“How to Achieve a BI Visual Quick Win”
Business Manager: “I need a tool that will
help me track my sales reps in real-­time to
see where we can gain performance
efficiencies”
CEO: “I need a way to see the revenue
leakage in our existing orders so that I
can quickly find a way to fix our pricing to
reduce our financial exposure”
VP of Sales: “I need a way to predict
and stop the churn within our Top 50
customers due to the major impact it
has on our business”
GOOD
USE CASE
STATEMENTS

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Step 1. Confirm a ‘Solid’ Use Case
“How to Achieve a BI Visual Quick Win”
BAD
USE CASE
STATEMENTS
• Vague
• No action
• No goal
• Open ended
Business Manager: “I need a tool that
will help me track my sales reps”
CEO: “I need a way to see our
existing orders”
VP of Sales: “I need a way to see
the churn within our Top 50
customers”

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Step 2. Identify the Top 5-8 KPIs
“How to Achieve a BI Visual Quick Win”
PROBLEM
Too many KPIs
Too many metrics
No KPIs
SOLUTION
Convert all KPIs to actionable.
See which ones remain.
1. Count KPIs
2. Ask
Questions
3. Eliminate
KPIs
4. Start Over
• What?
• How much?
• When?

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Step 2. Identify the Top 5-8 KPIs
“How to Achieve a BI Visual Quick Win”
Convert ‘KPI to Actionable’ Example
KPI: Profit
Answer these questions:
1. What? “Need to increase margins”
2. How much? ”by 25%”
3. When? ”by next year - 2018”
NEW Actionable KPI Name
[action] [KPI name] [how much] [by when]
Increase Profit Margin 25% by 2017

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Step 3. Tell a Clear Story
“How to Achieve a BI Visual Quick Win”
A Clear ‘KPI’ Story has three parts…
What
(Snapshot)
Why
(Trend)
How
(Action)

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Step 3. Tell a Clear Story
“How to Achieve a BI Visual Quick Win”
A Clear ‘KPI’ Story has three parts…
What
(Snapshot)
Why
(Trend)
How
(Action)

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Step 3. Tell a Clear Story
“How to Achieve a BI Visual Quick Win”
A Clear KPI Story
has three parts…
Here is an
example

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Step 4. Create a Great Design
“How to Achieve a BI Visual Quick Win”
Conversion:
Before
(excel sheet)

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Step 4. Create a Great Design
“How to Achieve a BI Visual Quick Win”
Conversion:
After
Created by:

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BUSINESS RESOURCES
• Financial Sponsor
ü Influential Sponsor
• Business Owner(s)
• Business User(s)
• Subject Matter Expert (optional)
BI / IT RESOURCES
• Business Analyst
• Project Manager (optional)
ü BI Designer (not a graphics designer)
ü BI Developer (Report/Dashboard)
• Data Architect
Step 5. Allocate the Right Resources
“How to Achieve a BI Visual Quick Win”
105 5People

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Doesn’t matter…
• Agile
• SCRUM
• Waterfall
Make sure…
ü ‘Delivery something visual weekly’
ü Fast
ü Reliable
ü Consistent
ü Exciting
ü Keeps Momentum
Step 6. Use an ‘Agile-like’ Process
“How to Achieve a BI Visual Quick Win”

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MILK YOUR INVESTMENT
• Add to Center of Excellence
• Create Reusable Assets
s Templates (design, emails)
s Documentation
s Source Files
• Knowledge Transfer
• Training Docs
• Marketing Materials
• Logos
• Slide Decks
• Newsletters
Step 7. Create a Sustainable Model
“How to Achieve a BI Visual Quick Win”
Cost
ROI

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What We’ll Cover
• Core Traits of a BI Visual Quick Win (BIVQW)?
• Seven Steps to Achieve a BI Visual Quick Win (BIVQW)
• Who is the BI Visual Quick Win for?
• Quick Customer Case Study
• Wrap-up

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BI Visual Quick Win – Who is it for?
o You are in charge of providing reporting OR in need of creating compelling data visualizations
o You need to help your users tell a story withtheir data
o You have very high BI related cost but low value to your users
o You have your top 5-8 KPIs identified for your first quick win and data readily available in an excel sheet or
database
o You've attempted to create a compelling data visualization and you've failed at least once
o You're not confident in your existing data landscape or strategy
o You have licensing for one of or more of these agile BI tools (SAP Dashboard, Sap Lumira)
o You want to WOW your users witha data visualization that tellsa compelling story in the next 60 days.
C-level/Sr.
Management Business Managers BI Managers

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What We’ll Cover
• Core Traits of a BI Visual Quick Win (BIVQW)?
• Seven Steps to Achieve a BI Visual Quick Win (BIVQW)
• Who is the BI Visual Quick Win for?
• Quick Customer Case Study
• Wrap-up

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Do you want a BI Visual Quick Win?
○ Yes!
○ Maybe
○ Not Sure
○ Need more info

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Where to Find More Information
• https://channels.theinnovationenterprise.com/articles/11-reasons-why-most-business-
intelligence-projects-fail
s Blog Post on why BI projects fail
• AnalyticsonFire.com
s Analytics on fire blog/podcast (sign up for free tutorials)
s BI Visual Quick Win episode coming up)
• BIBrainz.com
s Check our dashboard gallery for inspiration and upcoming events
• https://www.amazon.com/Data-Visualization-Dummies-Mico-Yuk/dp/1118502892
s Book: Mico Yuk, Stephanie Diamond, “Data Visualization for Dummies” (Wiley, June 2014).

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7 Key Points to Take Home
• Selling a visual quick win is easy… delivering takes focusing on each step
• Don’t get started without a solid use case
• User experience starts day one… not during UAT
• Showing weekly visual updates is the key to gaining users trust
• Ensure you have the proper resources to avoid project delays
• Use an agile BI tool
• Great Design + Accurate Data + On Time Delivery = The Ultimate BI Visual Quick Win

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Your Turn!
How to contact me:
Mico Yuk
Email: myuk@bibrainz.com
Twitter: @micoyuk
Linkedin: linkedin.com/in/micoyuk
Please remember to complete your session evaluation