My life as a BI consultant: Update Spring 2017

Spring 2017 in Provence (France)


Obviously I hadn’t time to write much on my blog during the last nine months. Let me share with you what topics kept me busy:

For the upcoming months I’ll be visiting and speaking at various events:

  • IBCS Annual Conference Barcelona: June 2nd, Discussion of the next version of the International Business Communication Standards.
  • TDWI 2017 Munich: June 26-28, Half-day workshop about practical gathering of requirements for a dashboard.
  • MAKEBI 2017 Zurich: July 3rd, I’ll be presenting a new keynote around alternatives to traditional estimation practices
  • BOAK 2017 Zurich: September 12th, same as with MAKEBI, I’ll be presenting a new keynote around alternatives to traditional estimation practices
  • WhereScape Test Drive / AgileBI introduction Zurich: September 13th: During this practical half-day workshop you learn hands-on how to use a DWH automation tool and you’ll get an introduction to the basics of Agile BI.
  • My personal highlight of today, I’ll be speaking during Agile Testing Days 2017: I’ll do a 2.5 hours workshop regarding the introduction of Agile BI in a sustainable way.

It would be a pleasure to meet you during one of these events – in case you’ll join, send me a little heads-up!

Last but not least, let me mention the Scrum Breakfast Club which I’m visting on a regular basis. We gather once a month using the OpenSpace format to discuss practical issue all around the application of agile methods in all kind of projects incl. Business Intelligence and Datawarehousing. The Club has chapters in Zurich, Bern as well as in Milan and Lisbon.

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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