Self-Service Business Intelligence verktyg – möjligheter ochbegränsningar : En jämförelse av teorier om Self-Service Business Intelligence verktyg och praktiska resultat av verktyget PowerPivot

Inom Business Intelligence har begreppet Self-Service Business Intelligence (Self-Service BI) vuxit fram. Self-Service BI omfattar verktyg vilka möjliggör för slutanvändare att göra analyser och skapa rapporter utan teknisk support. Ett av dessa verktyg är Microsoft PowerPivot.På Transportstyrelsens Järnvägsavdelning finns behov av ett Self-Service BI-verktyg. Vi fick i uppdrag av Sogeti att undersöka om PowerPivot var ett lämpligt verktyg för Transportstyrelsen. Målet med uppsatsen har varit att testa vilka tekniska möjligheter och begränsningar PowerPivot har samt huruvida PowerPivot är användbart för Transportstyrelsen.För att få en djupare förståelse för Self-Service BI har vi kartlagt vilka möjligheter och begränsningar med Self-Service BI-verktyg som finns beskrivna i litteraturen. Vi har sedan jämfört dessa med våra testresultat vilket har varit syftet med uppsatsen.Resultatet av testerna har visat att Transportstyrelsens Järnvägsavdelning initialt behöver teknisk support för att använda PowerPivot. Testerna har även visat att vissa av Transportstyrelsens krav inte kan uppfyllas. Detta minskar användbarheten för Transportstyrelsen.Vidare har vi kommit fram till att Self-Service BI inte alltid är enkelt att använda för slutanvändare utan teknisk support. Resultatet visar även att det krävs en BI-infrastruktur för att enkelt skapa rapporter med god kvalitet och högsta möjliga korrekthet.

Egenskaper att beakta vid val av rapportverktyg inom Business Intelligence : En jämförelse av tre rapportverktyg

Denna rapport behandlar vilka egenskaper som är viktiga att ta hänsyn till vid val av rapportverktyg inom området Business Intelligence. Begreppet BI är relativt omfattande och syftar till färdigheter, teknologier, applikationer och metoder av systematisk och vetenskaplig art som en organisation använder för att bättre förstå sin verksamhet, sin omgivning och omvärld. Rapportverktyg utgör således en mindre del i en större kedja av processer för att stödja beslutstagande.Landstinget Dalarna har anlitat Sogeti, som har varit vår uppdragsgivare för detta examensarbete, för att implementera BI i sin verksamhet och vår studie har sitt ursprung i att Landstinget Dalarna idag har ett stort behov av olika typer av rapporter i många olika delar av organisationen. Rapportbehovet har visat sig vara omfattande och för att lätta på arbetsbördan för de systemutvecklare som skapar rapporter har funderingar framkommit att det skulle kunna vara en bra lösning att låta användarna inom Landstinget Dalarna själva skapa en del av sina egna rapporter. Målet med arbetet är att ge de systemutvecklare som arbetar i projektet riktlinjer kring vilka egenskaper olika rapportverktyg innehar för att de enklare skall kunna avgöra vilket som är lämpligast att använda. De verktyg som i denna studie jämförs med varandra är Report Builder 3.0, PowerPivot samt Dashboard Designer 2010, samtliga från Microsoft.För att göra denna jämförelse mellan olika rapportverktyg krävs bra underlag för att kunna förstå vilka egenskaper som är relevanta att fokusera på samt om några egenskaper väger tyngre än andra.Efter att ha utfört intervjuer med systemutvecklare som arbetar med BI har vi kunnat skapa oss en tydligare bild av detta område. Egenskaperna har sammanställts för att användas i vår jämförelse mellan de olika rapportverktygen. Att dessa egenskaper är av vikt bekräftas till viss del av den teori som finns på området. De egenskaper som främst visar sig vara viktiga i valet är vilken befintlig plattform som används, verktygets möjlighet att skapa interaktiva rapporter samt vilken typ av användare verktyget riktar sig till. Även andra egenskaper visar sig vara viktiga att ta hänsyn till, men då främst beroende på vilka krav som ställs. Resultatet av den praktiska jämförelsen mellan de olika rapportverktygen visar att verktygen till viss del överlappar varandra i funktionalitet samtidigt som de är anpassade för olika typer av användare och plattformar. De utgör allihop delar i Microsofts BI-pussel som på olika sätt skall bidra till att alltid kunna täcka upp de krav som kan finnas beroende på behov och förutsättningar. Samtidigt visar det sig att jämförda rapportverktyg besitter vissa generella egenskaper som gör att verktygen i stora drag klarar, om än på olika sätt, att skapa snarlika rapporter.

A decision-making model to choose business intelligence platforms for organizations

In recent time, technology applications in different fields, especially Business Intelligence (BI) have been developed rapidly and considered to be one of the most significant uses of information technology with special position reserved. The application of BI systems provides organizations with a sense of superiority in the competitive environment. Despite many advantages, the companies applying such systems may also encounter problems in decision-making process because of the highly diversified interactions within the systems. Hence, the choice of a suitable BI platform is important to take the great advantage of using information technology in all organizational fields. The current research aims at addressing the problems existed in the organizational decision-making process, proposing and implementing a suitable BI platform using Iranian companies as case study. The paper attempts to present a solitary model based on studying different methods in BI platform choice and applying the chosen BI platform for different decisionmaking processes. The results from evaluating the effectiveness of subsequently implementing the model for Iranian Industrial companies are discussed.

Critical success factors for business intelligence systems

The implementation of a business intelligence (BI) system is a complex undertaking requiring considerable resources. Yet there is a limited authoritative set of critical success factors (CSFs) for management reference because the BI market has been driven mainly by the IT industry and vendors. This research seeks to bridge the gap that exists between academia and practitioners by investigating the CSFs influencing BI systems success. The study followed a two-stage qualitative approach. Firstly, the authors utilised the Delphi method to conduct three rounds of studies. The study develops a CSFs framework crucial for BI systems implementation. Next, the framework and the associated CSFs are delineated through a series of case studies. The empirical findings substantiate the construct and applicability of the framework. More significantly, the research further reveals that those organisations which address the CSFs from a business orientation approach will be more likely to achieve better results.

A brief review of recent research trends on applications of computational and statistical techniques in financial and business intelligence

Artificial neural networks and statistical techniques like decision trees, discriminant analysis, logistic regression and survival analysis play a crucial role in Business Intelligence. These predictive analytical tools exploit patterns found in historical data to make predictions about future events. In this paper we have shown some recent developments of a few of these techniques in financial and business intelligence applications like fraud detection, bankruptcy prediction and credit rating scoring.

Empirical investigation of critical success factors for implementing business intelligence systems in multiple engineering asset management organisations

Engineering asset management organisations (EAMOs) are increasingly motivated to implement business intelligence (BI) systems in response to dispersed information environments and compliance requirements. However, the implementation of a business intelligence (BI) system is a complex undertaking requiring considerable resources. Yet, so far, there are few defined critical success factors (CSFs) to which management can refer. Drawing on the CSFs framework derived from a previous Delphi study, a multiple-case design was used to examine how these CSFs could be implemented by five EAMOs. The case studies substantiate the construct and applicability of the CSFs framework. These CSFs are: committed management support and sponsorship, a clear vision and well-established business case, business-centric championship and balanced team composition, a business-driven and iterative develop ment approach, user-oriented change management, a business-driven, scalable and flexible technical framework, and sustainable data quality and integrity. More significantly, the study further reveals that those organisations which address the CSFs from a business orientation approach will be more likely to achieve better results.

Business intelligence systems implementation : testing a critical success factors framework in multiple cases

This paper presents and discusses the critical success factors (CSFs) influencing the implementation of business intelligence (BI) systems. Based on a preliminary critical success factors (CSFs) framework, multiple case studies approach was applied to investigate the CSFs influencing BI systems implementation in seven large engineering enterprises. The empirical findings demonstrate a clear trend towards multidimensional challenges involved in such resourceful and complex undertaking. The CSFs exist in various dimensions composed of organisation, process, and technology perspectives. More significantly, the study reveals that a more fundamental issue concerning the business needs of BI systems may, in the end, impede BI systems success. That is, BI stakeholders are urged to apply a business-orientation approach in tackling implementation challenges and ensuring buy-in from business stakeholders.

A SOA-driven business intelligence architecture

A business intelligence architecture comprises of different unique components to collect, transform, analyze and present the structured and unstructured raw data in simple formats to assist decision makers in making timely decisions. The introduction of service-oriented architecture (SOA) enables reusable services which are accessible over a network on demand. However, there is still a lack of academic literatures on the business intelligence architecture with service-oriented concept. Based upon various references on BI architectures from major vendors, a novel BI architecture that is built on service-oriented concept is presented and described in this paper. The proposed service-oriented architecture enables enterprises to deploy a more agile, flexible, cheaper, reusable, reliable and responsive BI applications in supporting decision making process.

Enhancing business intelligence traceability through an integrated metadata framework

The Business Intelligence (BI) system provides users with multi-dimensional information (so-called BI product) to support their decision-making. However, very often business users still could not fully understand the BI product, nor have a clear picture of the entire information manufacturing chain of the BI product. In response to this situation, this paper presents an integrated metadata framework (“BIP-Map”) to facilitate the traceability and accountability of a BI product following the design science research approach. Specifically, the salient modelling and management techniques from the business process modelling notation (BPMN), the information product map (IP-Map), and the metadata management are adapted to construct a three-layered integrated metadata framework enabling the business users to make timely and informed decisions. A BIP-Map informed prototype system has been developed in collaboration with online job recruitment firms. The authors conducted in-depth interviews with seven key BI stakeholders of the recruitment firms to evaluate the usefulness of the BIP-Map. It is envisaged that the metadata framework allows the technical personnel to understand the business processes that relate to certain information provided in the BI reports. Business users will also be able to gain insights into the logic behind any BI report.

Technical factors for implementing SOA-Based business intelligence architecture : an exploratory study

Business intelligence (BI) architecture based on service-oriented architecture (SOA) concept enables enterprises to deploy agile and reliable BI applications. However, the key factors for implementing a SOA-based BI architecture from technical perspectives have not yet been systematically investigated. Most of the prior studies focus on organisational and managerial perspectives rather than technical factors. Therefore, this study explores the key technical factors that are most likely to have an impact on the implementation of a SOA-based BI architecture. This paper presents a conceptual model of BI architecture built on SOA concept. Drawing on academic and practitioner literature related to SOA and software architectural design, we propose fourteen key factors that may influence the implementation of a SOA-based BI architecture. This study bridges the gap between academic and practitioners.

State-of-the-art review and critical success factors for mobile business intelligence

Due to ubiquitous information requirements, market interest in mobile business intelligence (BI) has grown markedly. However, mobile BI market is a relatively new area that has been driven primarily by the IT industry. Yet, there is a lack of systematic study on the critical success factors for mobile BI. This research reviews the state-of-the-art of mobile BI, and explores the critical success factors based on a rigorous examination of the academic and practitioner literature. The study reveals that critical success factors of mobile BI generally fall into four key dimensions, namely security, mobile technology, system content and quality, and organisational support perspectives. The various research findings will be useful to organisations which are considering or undertaking mobile business intelligence initiatives.

Managing the implementation of business intelligence systems : a critical success factors framework

The implementation of a BI system is a complex undertaking requiring considerable resources. Yet there is a limited authoritative set of CSFs for management reference. This article represents a first step of filling in the research gap. The authors utilized the Delphi method to conduct three rounds of studies with 15 BI system experts in the domain of engineering asset management organizations. The study develops a CSFs framework that consists of seven factors and associated contextual elements crucial for BI systems implementation. The CSFs are committed management support and sponsorship, business user-oriented change management, clear business vision and well-established case, business-driven methodology and project management, business-centric championship and balanced project team composition, strategic and extensible technical framework, and sustainable data quality and governance framework. This CSFs framework allows BI stakeholders to holistically understand the critical factors that influence implementation success of BI systems.

An empirical study of business intelligence impact on corporate performance management

Business intelligence technologies have received much attention recently from both academics and practitioners. However, the impact of business intelligence (BI) on corporate performance management (CPM) has not yet been investigated. To address this gap, we conducted a large-scale survey collecting data from 337 senior managers. Partial least square method was employed to analyse the survey data. Findings suggest that the more effective the BI implementation, the more effective the CPM-related planning and analytic practices. Interestingly, size and industry sector do not influence the relationships between BI effectiveness and the CPM. This research offers a number of implications for theory and practice.

Utilização de business intelligence para gestão de área operacional de agências bancárias : um estudo de caso

A eficiência operacional nos bancos é um fator que vem ganhando importância em função da evolução no cenário econômico, apontando para maior competitividade. Nesse contexto, a gestão operacional agências torna-se cada vez mais relevante. Entretanto, a atividade de gerenciar milhares de agências, com necessidade de agilidade na tomada de decisões, mostra-se complexa. Nesse sentido, o Business Intelligence se apresenta como uma solução para otimizar a atividade de gestão, adicionando inteligência ao negócio. Não obstante, questões práticas de implementação e uso são desafios para unir BI e gestão de agências bancárias. Este trabalho analisa a aplicação de Business Intelligence para a gestão operacional de agências bancárias em busca de práticas relevantes. O método de pesquisa utilizado é o estudo de caso, aplicado em uma grande instituição financeira nacional. Por meio de consulta a documentações, entrevistas com Gerentes Regionais e Equipe de Projeto buscou-se verificar proposições que foram depreendidas da revisão da literatura sob dois aspectos: implementação e utilização da solução de BI. Como resultado, foram confirmadas as proposições apontando para importância do apoio da organização e alinhamento ao negócio para uma implementação bem sucedida, além da constatação que BI não pode ser tratado apenas como uma ferramenta, na verdade além da parte técnica, envolve processos e negócios. Com relação à utilização, foi verificado que BI traz mais qualidade à informação, melhora o suporte ao processo de tomada de decisão e trás benefícios intangíveis e tangíveis para a gestão operacional de agências bancárias, como aumento da produtividade, redução de custos e riscos e melhor atendimento ao cliente.

Os fatores de influência na decisão de escolha entre softwares de business intelligence

O cenário empresarial atual leva as empresas a terem atuações cada vez mais dinâmicas, buscando utilizar as informações disponíveis de modo a melhorar seu processo de decisão. Com esse objetivo, diversas organizações têm adquirido sistemas de business intelligence. O processo de seleção de sistemas é difícil, diferente do utilizado em outras aquisições empresariais e sofre influência de diversos aspectos intangíveis, o que impossibilita o uso das técnicas de análise financeira normalmente utilizadas pelas companhias para apoiar decisões de investimento. Dessa forma, pode-se dizer que a decisão de escolha de um software de business intelligence é baseada em um conjunto de fatores tanto tangíveis quanto intangíveis. Este trabalho teve como objetivo principal identificar e estabelecer um ranking dos principais fatores que influenciam a decisão de escolha entre sistemas de business intelligence, tendo como foco empresas do setor de incorporação imobiliária atuantes na grande São Paulo e como objetivo secundário procurar identificar a possível existência de aspectos determinantes para a decisão de escolha entre a lista de fatores apurados. Essa pesquisa foi realizada através de doze entrevistas com pessoas que participaram de processos de decisão de escolha de sistemas de business intelligence, sendo algumas da área de TI e outras de área de negócio, atuantes em sete empresas incorporadoras da grande São Paulo. Essa avaliação teve como resultado a identificação dos fatores mais importantes e a sua classificação hierárquica, possibilitando a apuração de um ranking composto pelos catorze fatores mais influentes na decisão de escolha e statisticamente válido segundo o coeficiente de concordância de Kendall. Desse total, apenas três puderam ser classificados como determinantes ou não determinantes; o restante não apresentou padrões de resposta estatisticamente válidos para permitir conclusões sobre esse aspecto. Por fim, após a análise dos processos de seleção utilizados pelas sete empresas dessa pesquisa, foram observadas duas fases, as quais sofrem influência de distintos fatores. Posteriormente, estudando-se essas fases em conjunto com os fatores identificados no ranking, pôde-se propor um processo de seleção visando uma possível redução de tempo e custo para a realização dessa atividade. A contribuição teórica deste trabalho está no fato de complementar as pesquisas que identificam os fatores de influência no processo de decisão de escolha de sistemas, mais especificamente de business intelligence, ao estabelecer um ranking de importância para os itens identificados e também o relacionamento de fatores de importância a fases específicas do processo de seleção identificadas neste trabalho.