3. 1. Hear from experts on how to best enable organizations to be Data Driven
2. Learn the tricks of the trade to Simplify your Self Service BI Roll out
3. Identify the potential pit falls ahead and save implementation costs
If you or your organization is dealing with….
1. Data Growth and Increasing Reliance of Data ( Traditional and Big Data)
2. BI need is obvious, but need a workable plan
3. In the process of implementing BI, but run into roadblocks
4. 89
percent of respondents
said that they believed
PWC Study : 32% among
1,135 senior leaders in
organizations say
QuinStreet study : 60
percent and 70 percent
of companies say
“big data and analytics
will revolutionize
business operations in
the same way the
Internet did.”
In 2015, Big
decision making at their
company
as highly data driven
Are already using big data
analysis to enhance the
speed, simplicity, and
accuracy of their decision
making.
http://www.accenture.com/SiteCollectionDocuments/PDF/Accenture-Big-Data-POV.PDF
http://www.eweek.com/ebooks/184585110/97360/4190310/11111
10. Dilemma Industry Observation Plan it Right Client Investment
Guidance
Do I need ETL/Data warehouse ? Data Platform enablement should
be driven by need like
performance E.g. Networking Giant
Platform and Dashboard
Enablement are parallel
activities
Document business case
before considering ETL or
Warehouse
Clean the Data before investing in BI ? Data is never clean enough. To
clean the data, you need to know
the data. E.g. Various Clients
Data governance and cleansing
needs to be a periodic process.
Explore the Data.
Cleaning is a continuous
governance process. Set up
Center of Excellence
How to get Good Dashboards ? Business Understanding +
Data Understanding +
Tableau Understanding
= Good Dashboards
E.g. Retail Company
Host Workshops and Trainings to
bring the three pieces together.
Invest in Workshops and
Training your employees
Above 3 needs parallel
11.
12. • 9th largest Credit Union in the country (based on asset being managed)
• 380,000 Members, Primarily US focused
• Serve leading technology-oriented companies including Microsoft, Intel, HP,
Cisco and many more
• Founded in the 1950s
• Dynamic management team with an aspiration to become America’s most
admired credit union
13. Vision Strategy Measure Execution
We Used this framework to document our direction and Executive Buy In
Grow strategically by creating amazing member experiences and engineering
operational excellence
Create personalized and engaging member/prospect experience across all
channels and enable operations to have insights into member/prospect
interactions leading to accelerated growth
Member Growth
Operational
Excellence
Member
Experience
People
Member Growth
Operational
Excellence
Member
Experience
People
S
V
M
E
15. Employees Members and Prospects
Traditional Channel
E.g. Web, Mobile
BranchCall Center
Digital Investments &
Insurance
Web Analytics OSI MRM Lending QB I-3 Maxarr PSCU Cview DB Touche
Social Listening, Survey* Online
Banking
OAO Akcelerant eFlow Satmatrix Live
Chat*
Experian and
Others …
Other Third
Party
Third Party Sites
E.g. Paid Ad
Data Management Platform
E.g. Centralized Database, Modeling, etc
Email & Branch
Campaigns
3rd Party Site
Campaigns
Operational Channels
E.g. E-Alerts
Social Campaigns
Visualization & Analytics
(BI Tools)
16. Technology
• Deploy full platform for business intelligence, data visualization, Marketing Automation and Web
Analytics/Target
• Build appropriate integrations to bring in relevant data to execute and show quick results in agile
manner
Process
• Agile Development
• Enable robust governance process for data management
• Provide Management consulting advice on Roadmap definition
• Corporate training leading to empower business units for self-service BI
People
• Build a team of high energy, passionate and driven people who can really make a difference and
impact the top line and bottom line
• Build deep relationship with Consulting partner who bring in industry best practices
20. 1. Address the elephants in the room – E.g. disagreement could be a DW platform selection
2. Divide work into bite-sized chunks that can be executed and funded within your company culture
3. Leverage what you have – Unless there is a significant gap
4. Articulate a clear business value – Must be viewed by the business as creating value
5. Avoid the miracle first year – There will be many “immediate needs”; don’t overpromise
Becoming data driven is a journey and not a project
Manju’s Notes:
Hello Everybody, Happy holiday Season to all of you. I am Manju Devadas the CEO of Pluto7.
For over 14 years, I have worked as a Business and a Technology Architect advising many companies ranging from Cisco, Starbucks, Leapfrog, Igloo, Skullcandy, Netgear and many more.
It is an honor to be here with one of our most important customer Naveen from First Tech to share with you our experiences along with the help of Tableau.
Manju’s Notes:
At Pluto7 we have been working on Predictive Analytics for nearly a decade, helping businesses transform using data
Our focus is business outcomes while being aware of the latest technology trends and their complexities
We provide simpler solutions while demystifying the hypes like Big Data, Cloud and other trends
Manju’s Notes:
From our observation in the industry about 50% of BI Projects are classified as failed due to lack of a well informed plan and a vision leading to blaming the tool rather than everything else under it.
We would like to share our experiences and hopefully increase the chances of your project or initiatives
Please raise your questions during the course of the presentation. Janice will be helping moderate the questions.
Manju’s Notes:
Here are some of the studies that indicate that in 2015 and beyond there will be higher need to be data driven in EVERY industry
It takes about 5 years for market adoption like Internet revolution which started in 1995 took off in 2000 and Mobility & Social awareness which started in 2005 took off in 2010, we are now talking about a Data Revolution evolving which started gaining momentum in 2012.
Recently at some of our conversations at local universities like Santa Clara Universities and Stanford it was interesting to see how they are preparing well ahead of the market
Naveen would you like to add anything ?
Manju’s Notes:
Knowing your business reasons is very critical before pushing hard on becoming data driven.
Recently we met someone who is working with Walmart on a project to learn customer experience using analytics. Their business goal is to optimize their supply chain and increase store profitability using customer data analytics.
Naveen would you like to add anything ?
Manju’s Notes:
From our experience we have laid out these three simple steps for the Data driven journey.
We have been in situations where clients have mentioned “We want to do a Big Data” project. Our response is “what is your driver ? Do you know 80% of Big Data Projects have failed due to lack of clear business driver ?”
Have a well informed plan and save money during execution. Having workshops and group sessions upfront are very critical in our opinion. We have been in a retail customer workshop where the c level folks have 6 different definition of bookings.
Naveen would you like to add to it ?
Manju’s Notes:
About 2 years back when I was dealing with a large toy manufacturing company whose name we cannot disclose due to confidentiality, we discovered 50 different sources of data entered by humans and macines, ranging from legacy to customer web browing logs to gaming logs to many more to really come up with 30 new business insights to transform their business.
Manju’s Notes:
Pluto7 believes in iterative approach to delivery.
We focus on demonstrating real value to the end user (or stake holder) at the end of each iteration.
Visualization in each iteration play an important role in progressive value delivery. Especially in large , slightly esoteric projects like IoE - its easier to keep momentum and continued investment when incremental value can be demonstrated in short iterations.
Our experience with what the business expects and how to demonstrate value incrementally will be invaluable to Cisco's IoE projects.
Manju’s Notes:
We have heard some of these dilemma’s way too often.
Living in the dilemma costs company opportunities and applying wrong solutions also costs money E.g. enabling a datawarehouse when you do not really need it. We are not saying datawarehose is not good.
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
Manju’s Notes:
We would love your feedback and would like to answer any more questions via email. Please email is on connect with us via linkedin.
