Steps towards more agility in BI projects

“We now do Agile BI too” – such statements we hear often during conferences and while discussing with customers and prospects. But can you really do agility in Business Intelligence (BI) and data warehouse (DWH) project directly? Is it sufficent to introdouce bi-weekly iterations and let your employees read the Agile BI Memorandum [BiM]? At least in my own experience this doesn’t work in a sustainable way. In this post I’ll try to show basic root cause relations which finally lead to the desired agility.

DWHAutomation

If at the end of the day we want more agility, the first step towards it is “professionalism”. Neither an agile project management model nor an agile BI toolset is a replacement for “the good people” in project and operation teams. “Good” in this context means, that the people who work in the development and operation of a BI solution are masters in what they do, review their own work critically and don’t do any beginner’s mistakes.

Yet, professionalism alone isn’t enough to reach agility in the end. The reason for this is that different experts often apply different standards. Hence the next step is the standardization of the design and and development procedures. Hereby the goal is to use common standads for the design and development of BI solutions. Not only within one team, but ideally all over team and project boundaries within the same organization. An important aid for this are design patterns, e.g. for data modeling, the design and development of ETL processes as well as of information products (like reports, dashboards etc.).

Standardization again is a prerequisite for the next and I’d say the most important step towards more agility: The automation of as many process steps as possible in the development and operation of a BI solution. Automation is a key element – “Agile Analytics” author Ken Collier dedicateds even multiple chapters to this topic [Col12]. Because only if we reach an high degree of automation we can work with short iterations in a sustainable way. Sustainable means, that short iterations don’t lead to an increase in technical depts (cf. [War92] and [Fow03]). Without automation, e.g. in the areas of testing, this isn’t achievable in reality.

Now we are close to the actual goal, more agility. If one can release new and changed features to UAT e.g. every two weeks, these can be released to production in the same manner if needed. And this – the fast and frequent enhancement of features in your BI solutions is what sponsors and end users perceive as “agility”.

(this blog was originally posted in German here)

Event hints:

Literature:

[BiM] Memorandum for Agile Business Intelligence: http://www.tdwi.eu/wissen/agile-bi/memorandum/

[Col12] Collier Ken: Agile Analytics, Addison-Wesley, 2012

[War92] Cunningham Ward: The WyCash Portfolio Management System, http://c2.com/doc/oopsla92.html, 1992

[Fow03] Fowler Martin: Technical Debt, http://martinfowler.com/bliki/TechnicalDebt.html, 2003

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4 Responses to Steps towards more agility in BI projects

  1. One great enabler to Agile DW/BI is to have an Agile Data Engineering approach. The best I have found for that is Dan Linstedt’s Data Vault Modeling & Methodology. Data Vault definitely provides a repeatable data model pattern as well as standards for not only the modeling but the loading process as well. And that means it is not too difficult to automate the process.

  2. rbranger says:

    Hi Kent Thanks a lot for your comment. This is exactly what I have in mind about standardization and automation. I’ve dropped you a note already to have a chat about this in some more details offline.
    Cheers
    Raphael

  3. Pingback: Agile Business Intelligence Maturity Model | My life as a BI consultant

  4. Pingback: BI-specific analysis of BI requirements | My life as a BI consultant

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