Author Archives: @donaldmac

Shockingly Effective Dashboards

Antivia has been talking and writing a lot recently about our vision of Universal BI, where interactive dashboards are the perfect tool to allow everyone in an organization to get exactly the information they need to do their jobs. So, last week, at SAPPHIRE NOW in Orlando, it was great to see a real-life example of Universal BI in a presentation from FedEx Office.

Andy Mills and Charlotte Huff discussed their SAP BusinessObjects Dashboards (aka Xcelsius) implementation and the transformational effect it had on the running of their 1,800 stores where previously “too much data” had been the biggest issue. The presentation finished on a quote from their COO Kim Dixon:

“I consider ICE a true game-changer for FedEx Office field operations. It provides great visual dashboards of key metrics. With ICE, it’s easy to spot areas of strength and weakness so you can take quick action to improve performance. This really is the next generation of reporting and managing our business”

A perfect way to sum up the promise of Universal BI.

In a future post I will explain why FedEx Office’s implementation fits the Universal BI vision so well, but here I want to discuss several comments made on Twitter after Anita Gibbings posted the following picture of one of the dashboards, during the session:

 

 

 

 

 

 

 

 

 

The comments were:

1) “Sorry, shocking data viz”

2) “Oh dear”

And in response to the idea that this was an effective dashboard:

3) “no way”

Given that this picture is entirely indicative of the successful dashboards, which have transformed the way FedEx Office’s store managers run their business, what could have provoked such a strong negative reaction from a single screenshot?

I suspect the answer lies in the use of gauges and possibly (but less likely) the fact that the charts do not start at zero, both of these are widely regarded as enemies of good, effective data visualization.

Now, I understand the academic reasoning behind the issues people have with gauges and non-zero based charts (perhaps a subject for another blog), but that does not mean they are always the wrong thing to use.

Indeed, as I believe this example shows, they are sometimes exactly the right thing to use.

Remember, this system was deployed to 1,800 retail stores, to users who are responsible for running an efficient store, users who had previously struggled with having to battle through “too much data”.

In the spirit of Mico Yuk’s advice to “Make ‘User Adoption’ your ONLY KPI to Measure BI Success”, I suspect the biggest barrier to effectiveness facing this system was people not using it at all. I also suspect that using more sophisticated visualizations (e.g. bullet charts, which some regard as “always better than gauges” but are often unfamiliar to end-users and so are off putting to them) would have had a significant impact on adoption.

It is often a case of “familiar is better than more efficient”,  particularly when the speed at which people absorb information from a dashboard is almost never a critical factor in management-style dashboards.

So, Andrew and Charlotte at FedEx have a successful dashboard rollout, a strong relationship with their users and a BI base on which to build. Their future may include dashboards with “more efficient” visualizations, and if so, they are much better placed to introduce them with this success already under their belt. If they had focused too much on visual efficiency, too early, then things would probably have not have worked out as well.

To put it more bluntly, employing the mantra “adoption trumps visual efficiency” will see you gain much, much more than you lose.

I would be interested to hear from those who disagree, specifically:

  1. What would you do to improve the dashboard above ?
  2. How would your proposed changes make the dashboard materially more effective?
  3. Why are you confident your change would not have impacted user adoption ?

Goldilocks BI (4 of 5)

Not too simple, not too complex, but just right

Albert Einstein said insanity is “doing the same thing over and over again and expecting different results”. This throws an interesting light on the past 15 year’s obsession within Business Intelligence circles for end-user, self-service BI in all its guises: ad-hoc query, data discovery, faceted data search and so on. To find out why, watch this short video below or scroll down to read the article.

Time and time again this “let’s get the users to do more work for themselves approach” has proved ineffective. Although vital for the minority of analysts in an organization, these tools never cut it, when it comes to delivering for end-users. However slick generic analysis interfaces become, the need for training on them undermines their usefulness to end-users. If you want a lesson from consumer IT, just look at the number of training courses available for Google, Facebook, Twitter and just about every iPad app, in every case the answer is the same: ZERO.

Generic ad-hoc/self-service is pretty much always implemented as a knee jerk reaction to the “reporting backlog” issue. When the IT or BI team can’t keep up with requests for information from the end-users, getting users to do more for themselves seems like a good idea, but, unfortunately, the pendulum swings all the way to “get the users to do EVERYTHING for themselves” and the tools that support this are ALWAYS too complex to be used without some level of training.

This is where things break down.

Even if end-users find time to go on a training course for a generic ad-hoc/self-service BI tool, when they get back to the office, the problems that have stacked up on their desk are not data related. So, by the time they have caught up with their workload and get around to revisiting the tool they learnt, they can’t remember what to do.

There is another way, which could be called Goldilocks BI – not too simple (like canned reports), not too complex (like ad-hoc/self-service BI tools), but just right … providing end-users with all of the information they need to do their jobs through a no-training required interface offering just the right level of interactivity so they can quickly answer their business questions.

This type of BI is better described as “tailored BI” and the ideal delivery mechanism is interactive dashboards which are built to particular requirements and provide enough interactivity to give end-users the level of detail they need but in an intuitive interface, tailored to the task at hand, so end-users find these dashboards intuitive to use (with no training required).

This balance between allowing the users to do what they need without asking then to do too much will have a dramatic impact on user adoption of BI in the coming months and years, and if we get the balance right we can genuinely look forward to a future of 100% adoption and Universal BI.

So, if you are planning to roll out BI which will require end-user training, STOP and think about what you are doing. With interactive dashboards there is no training, just empowered users across a data-driven organization.

The spread of iPad wildfire to BI (3 of 5)

Making the leap to 100% BI adoption

In the near future, Universal BI will see us make the leap from 20% to 100% BI adoption and in the process make our organizations truly data driven. One of the reasons we can be so certain of this, is thanks to the wildfire growth of the iPad and other tablet devices. To find out why, watch this short video below or scroll down to read the article.

Interestingly, whilst the iPad’s delightful fusion of software and hardware might account for its initial success, its wildfire growth stands squarely on the shoulders of the apps which it allows people to run. It is the apps which keep people coming back to their iPads time after time … because of their incredible usefulness, their convenience, and their simplicity.

It is not hard to imagine a future where pretty much everyone has a tablet device close to them at all times and for it to become the primary place they go to for information, at least in their personal lives.

Interestingly, in the transition to the business world, this is one of the few areas where the concept of “IT Consumerization” makes complete sense. These same consumer apps are silently setting the bar for information delivery inside our organizations as well.

Whilst end-users may not be clamoring for BI to be delivered on their iPad’s today, it is pretty much certain that if you make great Business Intelligence content available on tablet devices, people will use it for the same three reasons: usefulness, convenience and simplicity.

So what makes great BI content on a tablet? Well we are already much closer this than you might think. Because dashboards, in particular interactive dashboards, are a near-perfect template for BI delivery on tablet devices and so the evolution of BI over the past few years, through the rise of interactive dashboards, is already paving a way to this future. Even better, these dashboards can also be deployed on the desktop where most users still spend most of their time today.

Some things are just obvious and BI in the form of interactive dashboards in an iPad-style app is one of them. When you think about it, it is hard to imagine needing anything else to supply your end-user information requirements. It is also hard to imagine end-users not using interactive dashboards if they were available on their tablet device, which is why we can now realistically start looking towards 100% BI adoption and Universal BI

Imagine all the information end-users need from all sources – big data, medium-sized data and small data – accessible interactively, at their fingertips, in an iPad App. It is hard to imagine BI like this not being adopted like wildfire. This is a future which is closer than you might think and today’s deployments of interactive dashboards provide us with a path to take …from the desktop, to the tablet, and on to Universal BI.

The rise of interactive dashboards (2 of 5)

Google points the way

Universal BI will allow organizations to truly become data-driven by giving ALL users access to information at their fingertips. Whilst there is a small group of people in organizations, the analysts, who require heavy duty tools to mine big data, crunch numbers and discover new, deep insights. ALL users (including the analysts) need quick and easy access to information to support their minute-to-minute, day-to-day activities. To find out why, watch this short video below or scroll down to read the article.

Everyone, in every role, in an organization needs information to guide and drive their daily activities. For maximum impact, and minimum disruption to the flow of business, this information should be as easy to access as possible. It should not require users to think, it should not require users to be trained, it should be presented in a way which is natural, intuitive and simplicity itself to use.

Fortunately, despite the complex and often confusing array of overlapping business intelligence tools on offer, there is a simple solution: the interactive dashboard.

Dashboards have been in use in organizations for many years, but too often have been limited to providing “at a glance” overviews. In the past few years, this has started to change, as organizations have realized that adding interactivity to dashboards turns them into the perfect tool to ensure end-users have intuitive access to exactly the information they need to support their everyday tasks. Interactivity turns dashboards into tailored information delivery applications which allow users to “get in, get what they need, get out and get on”. That is, get on with their main task, which is running the business.Examples of this type of interactivity are all around us:

  • Patient information systems provide just such a tailored interface to doctors
  • On-line shopping sites go to great lengths to provide no-training-required interfaces for people to quickly find exactly what they want to buy
  • On-line banking provides us with ever easier ways to get hold of and understand our financial information

However, perhaps the most compelling example is the change which is currently taking place in Google’s search engine.  For years, we have all got used to the “list of links” way in which Google presents its search results. However, that is changing quickly. Almost every day, I notice new ways in which Google is delivering interactive dashboards in response to key searches. Try typing any of the following into Google to see what I mean:

  • An airline flight number (e.g.BA117, AA42)
  • Weather
  • NBA
  • New York to Philadelphia
  • Convert 5 GBP to USD
  • SAP stock

Every one a dashboard; most with interactivity!

This is particularly relevant because people often say “Google is the perfect interface for self-service business intelligence”. This used to be completely wrong, entering a simple textual question and getting a flat list of possible results is a very poor way to do BI, but a series of task focused, easy-to-use, dashboards … now we are heading in the right direction.

If they are right for consumer interfaces, right for doctors and a path that Google are taking … then, they are right for your end-user BI delivery. Interactive dashboards are the future of end-user BI, they are the only form of BI end-users will need … and, they are what will drive us to Universal BI.

If you change the way you look at things, the things you look at change (1 of 5)

The rise of Universal BI

There will be more change in Business Intelligence in the next 2 years than there has been in the last 10, and it only has a little to do with Big Data. To find out why, watch this short video below or scroll down to read the article.

Big Data and the rise of the data scientist is an almost constant theme in discussions in BI circles today, but there is a bigger, deeper change occurring as well. It is a change which will have a transformational impact on the rest of us, the non-analysts, the end-users. It is the rise of universal BI.

Over the last 10 years BI adoption has stalled at around 20% of the organization. In the next 2 years, the drive to Universal BI will see adoption rocket to 100% in organizations who seize the opportunity to become truly “data driven”.

The problem with BI over the last ten years has been one of coming up with the wrong answer to the right question. It is as much one of philosophy as it is of technology. The question has always been and will always be “How do we get effective information into the hands of the end-users?”, but all too often the answer has been “get the end users to do more for themselves”.

This has been driven by frustration over long delivery times and growing reporting backlogs, but turning end-users into technologists is not the right answer.

The real question is not…

“How much can we get end-users to do?

But, rather…

“How little can we get end-users to do?”

The tools that end-users use to access information should require them to do as little work as possible to get the answers they need, so the more we can do to streamline the interface for them, then the easier and more accessible BI will become to a wider audience. Just as you want a doctor to spend a little time as possible inside their PIM (Patient Information System) and as long as possible treating their patient, so you want business end users spending as little time as possible in their information systems and as much time as possible running the business.

This is the vision of Universal BI – a business world where end-users have all the information they need to do their jobs at their fingertips. It is a vision which is being made possible by two apparently unrelated changes in the business world:

  • The rise of interactive dashboards
  • The relentless proliferation of tablet devices

As William Gibson said: “the future is already here, it is just not evenly distributed”. For those of you for whom interactive dashboards (mobile or otherwise) are part of your information delivery strategy, you are well on the way. For those not already on this road we would urge you to think again about dashboards and how you can make them interactive and take them mobile. As we said at the top: “If you change the way you look at things, the things you look at change”.

At Antivia our total focus is the drive to Universal BI, through interactive Dashboards, making them easier to build, easier to deliver and easier for end-users to use. We’ll be expanding on our vision for Universal BI over the coming weeks, so watch this space…

Google points the way to dashboards as the future of self-service BI!

The on-going (and in my view mistaken) obsession with “self-service” seems to lead many people to conclude that “Google is the Nirvana of end-user BI”. By which I think they mean that being able to type any question into a simple text box and get an answer is the best possible interface for asking a business question.

I disagree… both in terms of how you ask the question and in terms of the answer that you get!

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Interactive iPad Dashboards with SAP BusinessObjects Dashboards

Back in September I posted about “The HTML5 future of dashboards” which included a video of an interactive HTML5 dashboard which we had just demonstrated for the first time at the ASUG SBOUC conference in Orlando. The main point of this earlier post was to highlight that dashboards are a lot more than just a selection of summary grids and graphs and that HTML5 is a technology which can happily deliver the new breed of interactive dashboards which go so much further than offering mere “at a glance” summaries of data.

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Excel – how much is too much ?

John Freeze over at C5Insight wrote a great post recently titled “Excel Overload How Much is Too Much”. I particularly liked his sign off from the blog:

“I use Excel nearly every day and will continue to do so … I also use my toothbrush daily, and while I could, I don’t try to wash my car with it.”

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