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Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  
	
  

Storytelling	
  Drives	
  Usefulness	
  in	
  
Business	
  Intelligence	
  
	
  
	
  
	
  

	
  
By	
  Neil	
  Raden	
  
Hired	
  Brains,	
  Inc.	
  
December 2013
	
  

©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  

1	
  
	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

2	
  
	
  

	
  

Table	
  of	
  Contents	
  

	
  
Executive	
  Summary	
  ................................................................................................................	
  1	
  
Ease	
  of	
  use	
  ..................................................................................................................................	
  4	
  
Relevance	
  and	
  Understanding	
  ......................................................................................................	
  7	
  

Going	
  From	
  One	
  to	
  Many:	
  Storytelling	
  .............................................................................	
  9	
  
Metaphor	
  ...........................................................................................................................................	
  12	
  
Using	
  Storytelling	
  with	
  Visual	
  Analysis	
  ..................................................................................	
  13	
  

Conclusion	
  ...............................................................................................................................	
  16	
  
ABOUT	
  THE	
  AUTHOR	
  ..........................................................................................................	
  18	
  

©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

1	
  
	
  

	
  

Executive	
  Summary	
  
“The	
  real	
  voyage	
  of	
  discovery	
  consists	
  not	
  in	
  seeking	
  new	
  landscapes,	
  but	
  in	
  having	
  
new	
  eyes.”	
  Marcel	
  Proust	
  	
  
	
  
Any	
  individual	
  exploration	
  or	
  examination	
  of	
  the	
  data	
  must	
  be	
  easily	
  conducted	
  and	
  
shared,	
  communicated	
  and	
  subject	
  to	
  group	
  collaboration	
  and	
  consensus	
  that	
  
characterizes	
  decision-­‐making	
  in	
  most	
  cases.	
  Ease	
  of	
  use	
  has	
  to	
  be	
  evaluated	
  in	
  a	
  
broader	
  context	
  of	
  “ease	
  of	
  usefulness”	
  to	
  the	
  audience	
  of	
  stakeholders,	
  not	
  a	
  single	
  
set	
  of	
  eyes.	
  A	
  key	
  competency	
  for	
  moving	
  analysis	
  from	
  the	
  frontal	
  lobes	
  of	
  an	
  
analyst	
  to	
  other	
  principals	
  in	
  the	
  process	
  is	
  the	
  ability	
  to	
  tell	
  a	
  story	
  with	
  data.	
  	
  
	
  
Data	
  Discovery	
  is	
  a	
  recent	
  innovation	
  in	
  Business	
  Intelligence	
  that	
  can	
  bypass	
  the	
  
structure	
  of	
  a	
  data	
  warehouse	
  and	
  allow	
  people	
  to	
  create	
  their	
  own	
  viewpoints	
  by	
  
assembling	
  analyses	
  and	
  visualizations,	
  animating	
  them	
  and	
  sharing	
  them.	
  	
  	
  
	
  
While	
  performance	
  and	
  “ease	
  of	
  use”	
  are	
  necessary	
  qualities	
  in	
  this	
  field,	
  they	
  are	
  far	
  
from	
  sufficient.	
  There	
  is	
  no	
  measure	
  for	
  ease	
  of	
  use,	
  except	
  the	
  one	
  that	
  shows	
  in	
  
low	
  adoption	
  rates.	
  	
  A	
  colorful	
  GUI	
  does	
  not	
  perform	
  if	
  the	
  underlying	
  actions	
  are	
  
not	
  understood	
  clearly	
  by	
  the	
  user.	
  Tools	
  must	
  be	
  relevant	
  to	
  the	
  work	
  that	
  people	
  
do	
  (not	
  additive	
  or	
  complementary).	
  The	
  underlying	
  data,	
  models	
  and	
  assumptions	
  
must	
  be	
  understood.	
  	
  
	
  
In	
  this	
  paper,	
  we	
  examine	
  three	
  concepts	
  that	
  are	
  needed	
  to	
  succeed:	
  
	
  
•

A	
  realistic	
  model	
  of	
  “ease	
  of	
  use”	
  

•

A	
  needed	
  competency	
  to	
  weave	
  a	
  story	
  from	
  data	
  as	
  a	
  means	
  to	
  achieve	
  
positive	
  results	
  from	
  analytical	
  work	
  

©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

2	
  
	
  

	
  
•

Examining	
  the	
  benefit	
  derived	
  when	
  people	
  are	
  able	
  to	
  ask	
  questions	
  as	
  
needed	
  

Background	
  
	
  
Numerous	
  names	
  have	
  been	
  used	
  to	
  describe	
  the	
  technology	
  and	
  methods	
  that	
  
allow	
  people	
  to	
  draw	
  insight	
  from	
  various	
  sources	
  of	
  data:	
  decision	
  support	
  
systems,	
  business	
  intelligence,	
  business	
  analytics,	
  predictive	
  analytics	
  and	
  business	
  
discovery.	
  For	
  the	
  sake	
  of	
  brevity,	
  we	
  refer	
  to	
  this	
  class	
  of	
  technology	
  as	
  business	
  
intelligence	
  or	
  BI.	
  It	
  is	
  clearly	
  an	
  industry	
  segment	
  with	
  fuzzy	
  edges.	
  In	
  addition,	
  the	
  
names	
  are	
  somewhat	
  misleading	
  as,	
  in	
  fact,	
  these	
  approaches	
  are	
  used	
  more	
  widely	
  
than	
  just	
  for	
  business:	
  in	
  science,	
  government,	
  non-­‐profit	
  sectors	
  and	
  others.	
  	
  
	
  
Over	
  thirty	
  years	
  or	
  so,	
  much	
  that	
  has	
  been	
  written	
  about	
  these	
  subjects	
  focused	
  on	
  
technology,	
  features	
  and	
  poorly	
  defined	
  aspects	
  such	
  as	
  performance	
  and	
  ease	
  of	
  
use.	
  Useful	
  to	
  a	
  point,	
  these	
  writings	
  often	
  avoid	
  the	
  well-­‐documented	
  fact	
  that	
  
uptake	
  of	
  BI	
  in	
  organizations	
  is	
  historically	
  less	
  than	
  20%,	
  often	
  much	
  less.	
  To	
  
remedy	
  this,	
  various	
  initiatives	
  take	
  place	
  by	
  BI	
  vendors	
  to	
  achieve	
  “pervasive	
  BI”	
  
but	
  except	
  in	
  rare	
  cases,	
  it	
  does	
  not	
  achieve	
  the	
  objective.	
  The	
  blame	
  is	
  usually	
  
placed	
  on	
  not	
  enough	
  executive	
  support	
  or	
  on	
  IT	
  control	
  that	
  fails	
  to	
  meet	
  the	
  needs	
  
of	
  the	
  expected	
  audience.	
  What	
  is	
  rarely	
  addressed	
  is	
  that	
  people	
  in	
  organizations	
  
make	
  a	
  rational	
  decision	
  to	
  apply	
  other	
  techniques.	
  Spreadsheets	
  are	
  the	
  most	
  
common	
  course,	
  but	
  from	
  an	
  organizational	
  point	
  of	
  view,	
  they	
  are	
  not	
  an	
  optimal	
  
solution.	
  
	
  
The	
  emergence	
  of	
  e-­‐Business	
  and	
  web-­‐oriented	
  applications	
  surfaced	
  an	
  
appreciation	
  for	
  user	
  “experience”	
  and	
  “engagement,”	
  very	
  different	
  from	
  the	
  
engineering	
  and	
  “human	
  factors”	
  approach	
  of	
  user	
  interface	
  design	
  of	
  enterprise	
  
systems.	
  BI	
  vendors	
  “ported”	
  their	
  user-­‐facing	
  applications	
  to	
  web-­‐based	
  interfaces,	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

3	
  
	
  

	
  
but	
  unfortunately,	
  the	
  underlying	
  models	
  remained	
  the	
  same.	
  A	
  new	
  interface	
  did	
  
not	
  bring	
  more	
  “experience”	
  or	
  “engagement.”	
  On	
  the	
  contrary,	
  they	
  were	
  the	
  same	
  
old	
  tools	
  in	
  a	
  new	
  wrapper	
  which	
  failed	
  to	
  engage	
  the	
  wider	
  audience	
  more	
  
accustomed	
  to	
  true	
  web-­‐based	
  applications	
  designed	
  for	
  the	
  web.	
  
	
  
What	
  had	
  been	
  lacking	
  in	
  the	
  overall	
  discourse	
  about	
  BI	
  is	
  how	
  can	
  people	
  make	
  use	
  
of	
  the	
  tools	
  effectively,	
  regardless	
  of	
  the	
  technology.	
  For	
  example,	
  what	
  exactly	
  is	
  
needed	
  for	
  people	
  to	
  not	
  only	
  be	
  informed	
  by	
  these	
  systems,	
  through	
  their	
  own	
  
efforts	
  or	
  presentation	
  of	
  material	
  from	
  others,	
  but	
  to	
  use	
  the	
  insight	
  to	
  make	
  well-­‐
informed	
  and	
  actionable	
  decisions?	
  Most	
  people	
  who	
  are	
  not	
  technologists	
  are	
  
unimpressed	
  with	
  features;	
  they	
  are	
  interested	
  in	
  finding	
  ways	
  to	
  be	
  more	
  effective.	
  
It	
  isn’t	
  automatic.	
  	
  
	
  
In	
  short,	
  ease	
  of	
  use	
  on	
  an	
  individual	
  level	
  pales	
  in	
  importance	
  to	
  how	
  well	
  a	
  given	
  
application	
  contributes	
  to	
  the	
  overall	
  ease	
  of	
  use	
  of	
  the	
  group.	
  While	
  any	
  BI	
  system	
  
must	
  be	
  engaging,	
  performant,	
  fault	
  tolerant	
  and	
  helpful,	
  findings	
  have	
  to	
  be	
  
communicated	
  and	
  explained	
  to	
  others.	
  Making	
  copies,	
  pointing	
  at	
  a	
  screen	
  and	
  
developing	
  presentations	
  are	
  of	
  limited	
  use..	
  
	
  
The	
  most	
  effective	
  method	
  for	
  communicating	
  ideas	
  and	
  insights	
  to	
  others,	
  and	
  making	
  
them	
  stick,	
  is	
  the	
  needed	
  competence	
  of	
  telling	
  a	
  story	
  with	
  data.	
  
	
  

©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

4	
  
	
  

	
  

Ease	
  of	
  use	
  	
  
	
  
Even	
  on	
  an	
  individual	
  basis,	
  ease	
  of	
  use	
  is	
  a	
  pretty	
  complex	
  idea.	
  Some	
  things	
  just	
  
aren’t	
  easy.	
  Analyzing	
  data,	
  navigating	
  through	
  it,	
  looking	
  for	
  patterns,	
  choosing	
  the	
  
right	
  visual	
  display	
  –	
  no	
  matter	
  how	
  much	
  assistance	
  a	
  product	
  can	
  provide,	
  analysis	
  
still	
  requires	
  some	
  effort.	
  For	
  those	
  who	
  find	
  exerting	
  this	
  kind	
  of	
  effort	
  tedious,	
  
ease	
  of	
  use	
  is	
  not	
  acknowledged.	
  	
  But	
  for	
  those	
  so	
  inclined,	
  tools	
  that	
  handle	
  the	
  
tedious,	
  repetitive	
  and	
  obvious	
  work	
  are	
  considered	
  easy	
  to	
  use.	
  	
  
	
  
For	
  a	
  long	
  time,	
  it	
  was	
  assumed	
  that	
  ease	
  of	
  use	
  was	
  not	
  an	
  issue	
  for	
  those	
  involved	
  
in	
  the	
  production	
  of	
  information	
  technology:	
  programmers,	
  designers,	
  analysts,	
  etc.	
  
The	
  understanding	
  was	
  that	
  they	
  were	
  so	
  conversant	
  in	
  their	
  cryptic	
  (or	
  verbose)	
  
languages,	
  scripts	
  and	
  configurations,	
  that	
  any	
  attempt	
  to	
  make	
  it	
  easier	
  to	
  use	
  was	
  
a	
  sort	
  of	
  affront	
  to	
  their	
  sensibilities.	
  That	
  assumption	
  was	
  wrong.	
  With	
  the	
  
development	
  of	
  IDE’s	
  (Integrated	
  Development	
  Environments),	
  Version	
  Control,	
  
Higher-­‐Level	
  Languages	
  and	
  a	
  host	
  of	
  other	
  innovations,	
  the	
  process	
  of	
  creating	
  and	
  
maintaining	
  systems	
  became	
  much	
  easier,	
  not	
  necessarily	
  with	
  the	
  uses	
  of	
  GUI	
  and	
  
mouse	
  and	
  colors	
  and	
  buttons,	
  but	
  by	
  fundamentally	
  changing	
  and	
  streamlining	
  the	
  
way	
  developers	
  work.	
  	
  Much	
  of	
  development	
  these	
  days	
  is	
  configuration	
  of	
  applets,	
  
reliance	
  on	
  tools	
  such	
  as	
  relational	
  databases	
  and	
  programming	
  in	
  object-­‐oriented	
  
or	
  even	
  functional	
  languages.	
  Even	
  more	
  importantly,	
  these	
  tools	
  it	
  made	
  it	
  
considerably	
  easier	
  for	
  large	
  projects	
  to	
  spread	
  across	
  groups,	
  or	
  even	
  oceans,	
  not	
  
only	
  for	
  development,	
  but	
  for	
  maintenance	
  and	
  enhancement	
  too.	
  
	
  
Unfortunately,	
  much	
  of	
  what	
  passes	
  for	
  ease	
  of	
  use	
  on	
  the	
  user	
  (or	
  analytical)	
  side	
  
has	
  not	
  addressed	
  a	
  fundamental	
  change	
  in	
  the	
  operation	
  of	
  business	
  intelligence.	
  
It’s	
  been	
  focused	
  on	
  simplifying	
  things	
  that	
  aren’t	
  simple,	
  masking	
  complexity	
  and	
  
providing	
  a	
  pleasing	
  interface	
  (at	
  best)	
  to	
  the	
  individual	
  using	
  the	
  system.	
  	
  For	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

5	
  
	
  

	
  
example,	
  a	
  major	
  research	
  report	
  summed	
  up	
  ease	
  of	
  use	
  for	
  Business	
  Intelligence	
  
as	
  follows:	
  
	
  
The	
  solution	
  is	
  easy	
  to	
  use	
  when:	
  
	
  
•

It	
  is	
  familiar	
  because	
  it	
  works	
  as	
  expected	
  and	
  is	
  similar	
  to	
  another	
  tool	
  with	
  
which	
  a	
  user	
  has	
  experience.	
  	
  

•

It	
  takes	
  less	
  time	
  and	
  fewer	
  clicks	
  to	
  accomplish	
  the	
  ultimate	
  goal.	
  Routine	
  
tasks	
  may	
  be	
  automated	
  and	
  personalized.	
  

•

It	
  is	
  intuitive	
  and	
  obvious	
  in	
  how	
  a	
  task	
  can	
  best	
  be	
  performed.	
  

	
  
From	
  Ease	
  of	
  Use	
  and	
  Interface	
  Appeal	
  in	
  Business	
  Intelligence	
  Tools	
  
By	
  Cindi	
  Howson,	
  BiScorecard	
  

	
  
This	
  one-­‐person-­‐at-­‐a-­‐time	
  concept	
  of	
  ease	
  of	
  use	
  has	
  not	
  addressed	
  the	
  central	
  issue	
  
–	
  how	
  do	
  you	
  change	
  the	
  way	
  analytical	
  work	
  is	
  done	
  in	
  an	
  organization?	
  	
  
	
  
How	
  do	
  you	
  get	
  beyond	
  one	
  person	
  and	
  a	
  display	
  of	
  information,	
  to	
  a	
  seamless	
  
environment	
  where	
  analyses,	
  ideas	
  and	
  conclusions	
  are	
  shared?	
  	
  
	
  
Masking	
  complicated	
  requests	
  with	
  pleasing	
  interfaces	
  doesn’t	
  make	
  them	
  easier.	
  In	
  
fact,	
  it	
  often	
  does	
  just	
  the	
  opposite.	
  Those	
  who	
  couldn’t	
  learn	
  the	
  lower	
  level	
  
interface,	
  such	
  as	
  a	
  scripting	
  language,	
  still	
  can’t	
  and	
  those	
  who	
  could	
  learn	
  the	
  
lower-­‐level	
  interface	
  often	
  find	
  the	
  “helpful”	
  interface	
  an	
  impediment.	
  The	
  way	
  to	
  
make	
  something	
  complicated	
  easy	
  to	
  use	
  is	
  to	
  make	
  it	
  less	
  complicated.	
  
	
  
For	
  instance,	
  in	
  business	
  discovery	
  software	
  like	
  Tableau	
  (among	
  others),	
  people	
  
seeking	
  information	
  usually	
  start	
  with	
  what	
  they	
  easily	
  grasp	
  then	
  incrementally	
  
explore,	
  like	
  feeling	
  for	
  the	
  first	
  step	
  in	
  the	
  dark	
  with	
  your	
  foot,	
  then	
  moving	
  more	
  

©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

6	
  
	
  

	
  
surely	
  with	
  subsequent	
  ones1.	
  But	
  it	
  is	
  too	
  easy	
  for	
  BI	
  to	
  complicate	
  and	
  hinder	
  this	
  
process	
  by	
  forcing	
  the	
  driver	
  to	
  make	
  all	
  the	
  decisions	
  in	
  detail	
  with	
  each	
  step	
  
instead	
  of	
  anticipating	
  what	
  they	
  might	
  be,	
  learning	
  from	
  the	
  person’s	
  habits.	
  Ten	
  
years	
  ago	
  this	
  may	
  have	
  seemed	
  like	
  a	
  dream,	
  but	
  it	
  is	
  quite	
  common	
  in	
  customer-­‐
focused	
  applications	
  today,	
  but	
  BI	
  has	
  trailed.	
  	
  
	
  
To	
  illustrate	
  the	
  gap	
  between	
  what	
  is	
  perceived	
  as	
  ease	
  of	
  use,	
  and	
  the	
  reality,	
  
consider	
  a	
  vacuum	
  sweeper:	
  
Presumed	
  ease	
  of	
  use	
  

A	
  robotic	
  vacuum	
  cleaner	
  than	
  runs	
  on	
  its	
  own,	
  vacuuming	
  
the	
  floor	
  in	
  an	
  unattended	
  way.	
  	
  

Actual	
  Experience	
  

The	
  small	
  bag	
  has	
  to	
  be	
  changed	
  frequently,	
  doesn’t	
  
thoroughly	
  vacuum	
  completely	
  and	
  usually	
  requires	
  bringing	
  
out	
  the	
  conventional	
  sweeper	
  to	
  finish	
  the	
  job	
  

Actual	
  Ease	
  of	
  Use	
  

A	
  sweeper	
  with	
  exceptional	
  suction	
  that	
  vacuums	
  in	
  one	
  
sweep	
  and	
  has	
  an	
  easy	
  to	
  empty	
  canister	
  with	
  no	
  bag.	
  

	
  
Ease	
  of	
  use	
  has	
  to	
  be	
  couched	
  in	
  terms	
  of	
  doing	
  the	
  whole	
  job.	
  Ease	
  of	
  use	
  first	
  and	
  
foremost	
  requires	
  that	
  BI	
  be	
  useful	
  to	
  people	
  and	
  is	
  relevant	
  to	
  the	
  work	
  they	
  do.	
  It	
  
must	
  promote	
  understanding	
  through	
  shared	
  ideas	
  and	
  discussion.	
  	
  
	
  
With	
  respect	
  to	
  BI,	
  a	
  proper	
  test	
  of	
  ease	
  of	
  use	
  has	
  to	
  include:	
  
•

Obviously,	
  elements	
  of	
  individual	
  ease	
  of	
  use,	
  especially	
  an	
  interface	
  that	
  
exposes	
  functionality	
  in	
  a	
  way	
  that	
  is	
  understandable	
  

•

Performance	
  cannot	
  be	
  separated	
  from	
  ease	
  of	
  use;	
  it’s	
  a	
  “right	
  now”	
  world	
  
today	
  

•

It	
  is	
  not	
  sufficient	
  for	
  BI	
  to	
  inform	
  an	
  analyst;	
  being	
  informed	
  does	
  not	
  
necessarily	
  lead	
  to	
  better	
  decisions,	
  or	
  even	
  making	
  them	
  

	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
1	
  This	
  statement	
  is	
  a	
  metaphor.	
  Its	
  use	
  in	
  storytelling	
  is	
  explained	
  in	
  a	
  further	
  section	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

7	
  
	
  

	
  
Measures	
  of	
  ease	
  of	
  use	
  are	
  irrelevant.	
  All	
  that	
  matters	
  are	
  that	
  people	
  use	
  the	
  tools	
  
productively.	
  They	
  vote	
  with	
  their	
  time	
  and	
  participation.is	
  this	
  really	
  a	
  bullet	
  point	
  
under	
  that	
  heading?	
  
	
  

Relevance	
  and	
  Understanding	
  
	
  
What	
  does	
  it	
  mean	
  for	
  a	
  BI	
  environment	
  to	
  be	
  relevant?	
  	
  Do	
  the	
  tools	
  and	
  
information	
  provide	
  a	
  degree	
  of	
  utility	
  great	
  enough	
  to	
  warrant	
  modifying	
  your	
  
work	
  processes	
  to	
  incorporate	
  them?	
  For	
  the	
  most	
  part,	
  BI	
  in	
  general	
  has	
  not.	
  This	
  
of	
  course	
  begs	
  the	
  question,	
  “Why	
  are	
  these	
  efforts	
  not	
  relevant?”	
  The	
  irritating	
  
refrain	
  from	
  past	
  Presidential	
  elections,	
  “Are	
  you	
  better	
  off	
  now	
  than	
  you	
  were	
  four	
  
years	
  ago,”	
  is	
  a	
  good	
  metaphor2.	
  Has	
  the	
  implementation	
  of	
  your	
  analytical	
  
environment,	
  typically	
  a	
  data	
  warehouse	
  and/or	
  data	
  marts	
  plus	
  a	
  BI	
  tool	
  made	
  
things	
  better?	
  Is	
  your	
  organization	
  more	
  effective?	
  Are	
  you	
  making	
  better	
  decisions?	
  
Do	
  you	
  have	
  a	
  better	
  grasp	
  on	
  the	
  elements	
  that	
  drive	
  your	
  success?	
  	
  
	
  
One	
  element	
  that	
  is	
  prominent	
  in	
  our	
  research	
  is	
  understandability.	
  One	
  shouldn’t	
  
confuse	
  this	
  with	
  Ease	
  of	
  Use.	
  People	
  don’t	
  just	
  float	
  out	
  of	
  their	
  smokestacks,	
  they	
  
have	
  to	
  be	
  rescued.	
  What	
  is	
  understandable	
  to	
  a	
  data	
  modeler	
  is	
  not	
  necessarily	
  
understandable	
  to	
  anyone	
  else.	
  In	
  many	
  cases,	
  people	
  are	
  staring	
  at	
  a	
  schema	
  that	
  is	
  
loaded	
  with	
  relational	
  and/or	
  multidimensional	
  terms,	
  like	
  keys,	
  joins,	
  dimensions,	
  
attributes	
  and	
  slices.	
  	
  
	
  
In	
  her	
  landmark	
  book,	
  “In	
  the	
  Age	
  of	
  the	
  Smart	
  Machine,”	
  3	
  a	
  volume	
  that	
  no	
  
practitioner	
  in	
  this	
  business	
  should	
  leave	
  unread,	
  Shoshanah	
  Zuboff	
  offers	
  some	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
2	
  ibid	
  
3	
  Shoshana	
  Zuboff,	
  In	
  the	
  Age	
  of	
  the	
  Smart	
  Machine:	
  The	
  Future	
  of	
  Work	
  and	
  Power,	
  

(New	
  York:	
  Basic	
  Books,	
  1988)	
  391-­‐392	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

8	
  
	
  

	
  
insight	
  into	
  the	
  relationship	
  between	
  learning	
  and	
  control	
  in	
  organizations:	
  
	
  
“A	
  commitment	
  to	
  intellective	
  skill	
  development	
  is	
  likely	
  to	
  be	
  hampered	
  when	
  an	
  
organization’s	
  division	
  of	
  labor	
  continuously	
  replenishes	
  the	
  felt	
  necessity	
  of	
  imperative	
  
control.	
  Managers	
  who	
  prove	
  and	
  defend	
  their	
  own	
  legitimacy	
  do	
  not	
  easily	
  share	
  knowledge	
  
or	
  engage	
  in	
  inquiry.	
  Workers	
  who	
  feel	
  the	
  requirements	
  of	
  subordinates	
  are	
  not	
  
enthusiastic	
  learners.	
  New	
  roles	
  cannot	
  emerge	
  without	
  the	
  structures	
  to	
  support	
  them.	
  If	
  
managers	
  are	
  to	
  alter	
  their	
  behavior,	
  then	
  the	
  methods	
  of	
  evaluation	
  and	
  reward	
  that	
  
encourage	
  them	
  to	
  do	
  so	
  must	
  be	
  put	
  in	
  place.	
  If	
  employees	
  are	
  to	
  learn	
  to	
  operate	
  in	
  new	
  
ways	
  and	
  to	
  broaden	
  their	
  contribution	
  to	
  the	
  life	
  of	
  the	
  business,	
  then	
  career	
  ladders	
  and	
  
reward	
  systems	
  reflecting	
  that	
  change	
  must	
  be	
  designed.	
  In	
  this	
  context,	
  access	
  to	
  
information	
  is	
  critically	
  important;	
  the	
  structure	
  of	
  access	
  to	
  information	
  expresses	
  the	
  
organization’s	
  underlying	
  conception	
  of	
  authority.”	
  
	
  

The	
  implications	
  are	
  clear:	
  We	
  cannot	
  force	
  success	
  with	
  BI	
  without	
  a	
  desire	
  and	
  
commitment	
  on	
  the	
  part	
  of	
  the	
  organization	
  to	
  change	
  and	
  improve	
  the	
  flow	
  of	
  
information,	
  the	
  optimization	
  of	
  work	
  processes	
  and	
  the	
  breakdown	
  of	
  artificial	
  
barriers	
  that	
  serve	
  certain	
  participants,	
  but	
  not	
  the	
  organization	
  as	
  a	
  whole.	
  This	
  is	
  a	
  
much	
  greater	
  challenge	
  than	
  “change	
  management,”	
  a	
  nebulous	
  term	
  that	
  is	
  applied	
  
with	
  no	
  rigor.	
  
	
  
Despite	
  our	
  best	
  efforts,	
  all	
  too	
  often,	
  projects	
  fail	
  to	
  reach	
  their	
  goals	
  for	
  reasons	
  
that	
  are	
  not	
  at	
  all	
  obvious.	
  It’s	
  easy	
  to	
  pinpoint	
  the	
  usual	
  suspects,	
  such	
  as	
  mid-­‐
project	
  organization	
  realignment	
  and	
  killer	
  politics,	
  our	
  inability	
  as	
  consultants	
  to	
  
convince	
  our	
  clients	
  that	
  certain	
  decisions	
  are	
  sub-­‐optimal	
  and	
  a	
  host	
  of	
  others,	
  well	
  
documented	
  in	
  the	
  literature	
  (“Ten	
  Mistakes	
  to	
  Avoid…”).	
  But	
  there	
  are	
  also	
  many	
  
cases	
  where	
  everything	
  goes	
  well,	
  yet	
  the	
  initiative	
  never	
  gets	
  traction	
  in	
  the	
  
organization,	
  penetration	
  stays	
  at	
  a	
  very	
  low	
  level	
  and	
  the	
  ROI	
  projections	
  are	
  not	
  
met.	
  In	
  many	
  of	
  those	
  cases,	
  this	
  failure	
  to	
  thrive	
  has	
  been	
  something	
  of	
  mystery.	
  	
  
	
  
Part	
  of	
  the	
  answer	
  is	
  that,	
  despite	
  good	
  intentions,	
  it	
  may	
  not	
  be	
  possible	
  in	
  some	
  
organizations	
  to	
  make	
  BI	
  relevant	
  without	
  a	
  concerted	
  effort	
  to	
  help	
  people	
  change	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

9	
  
	
  

	
  
their	
  habits.	
  Developing	
  a	
  spreadsheet	
  or	
  personal	
  database	
  is	
  a	
  singular	
  effort	
  and	
  
in	
  those	
  organizations	
  described	
  by	
  Zuboff	
  above,	
  the	
  collaboration	
  needed	
  to	
  make	
  
BI	
  successful	
  is	
  just	
  not	
  possible.	
  A	
  collection	
  of	
  singular	
  efforts,	
  inefficient	
  and	
  
potentially	
  inaccurate	
  as	
  it	
  is,	
  simply	
  has	
  a	
  greater	
  chance	
  of	
  being	
  used	
  as	
  it	
  skirts	
  
the	
  lines	
  of	
  authority	
  and	
  control.	
  Another	
  less	
  ominous,	
  but	
  still	
  dysfunctional	
  
problem,	
  is	
  that	
  is	
  it	
  simply	
  too	
  difficult	
  to	
  actually	
  build	
  models	
  in	
  most	
  BI	
  tools,	
  
which	
  are	
  primarily	
  designed	
  for	
  ad	
  hoc	
  query	
  and	
  analysis	
  using	
  pre-­‐built	
  
relationships.	
  	
  
	
  
So	
  the	
  first	
  step	
  is	
  in	
  our	
  court,	
  as	
  an	
  industry,	
  to	
  learn	
  how	
  to	
  bundle	
  the	
  
appropriate	
  organizational	
  transformations	
  into	
  the	
  technology	
  implementation.	
  
But	
  there	
  is	
  more.	
  Our	
  offerings	
  must	
  be	
  more	
  aligned	
  with	
  the	
  actual	
  work	
  that	
  
people	
  do.	
  	
  

Going	
  From	
  One	
  to	
  Many:	
  Storytelling	
  
	
  
Before	
  humans	
  knew	
  how	
  to	
  write,	
  probably	
  before	
  they	
  even	
  had	
  language,	
  the	
  
means	
  for	
  passing	
  wisdom	
  from	
  one	
  person	
  or	
  one	
  generation	
  to	
  the	
  next	
  was	
  
storytelling.	
  Most	
  likely	
  our	
  brains	
  are	
  wired	
  to	
  respond	
  to	
  and	
  retain	
  stories	
  
(though,	
  oddly,	
  not	
  necessarily	
  proficient	
  at	
  telling	
  them).	
  Nevertheless,	
  it	
  remains	
  
perhaps	
  our	
  most	
  powerful	
  tool	
  of	
  communication.	
  To	
  put	
  it	
  bluntly,	
  people	
  are	
  
generally	
  more	
  interested	
  in	
  a	
  story	
  than	
  in	
  the	
  storyteller.	
  	
  If	
  you	
  want	
  to	
  get	
  your	
  
point	
  across,	
  you	
  need	
  to	
  learn	
  how	
  to	
  condense	
  the	
  data	
  into	
  a	
  good	
  story.	
  	
  
	
  
But	
  how	
  do	
  you	
  tell	
  a	
  story	
  that	
  can	
  convince	
  and	
  compel?	
  
	
  
To	
  begin	
  a	
  discussion	
  of	
  telling	
  a	
  story	
  with	
  data,	
  it’s	
  a	
  good	
  idea	
  to	
  start	
  with	
  a	
  
(real)	
  story.	
  This	
  happened	
  in	
  the	
  early	
  days	
  of	
  OLAP	
  technology:	
  
	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

10	
  
	
  

	
  
Consultant:	
  So	
  we’ve	
  built	
  this	
  facility	
  for	
  you	
  so	
  that	
  you	
  can	
  align	
  promotional	
  
spend	
  with	
  results	
  using	
  time	
  series	
  analysis.	
  You	
  navigate	
  on	
  any	
  of	
  the	
  
dimensions,	
  or	
  pivots,	
  aggregating,	
  filtering	
  or	
  even	
  drilling	
  into	
  detail	
  in	
  this	
  point-­‐
and-­‐click	
  interface.	
  	
  You	
  have	
  the	
  facility,	
  when	
  you’re	
  ready,	
  to	
  perform	
  some	
  
ARIMA	
  analysis	
  to	
  do	
  some	
  forecasting.	
  
	
  
Client:	
  You	
  don’t	
  get	
  it,	
  do	
  you?	
  
	
  
Consultant:	
  I’m	
  sorry?	
  	
  
	
  
Client:	
  I	
  don’t	
  want	
  to	
  navigate	
  or	
  drill	
  or	
  whatever	
  you	
  call	
  it,	
  that	
  doesn’t	
  help	
  me	
  
at	
  all.	
  	
  This	
  is	
  a	
  $5	
  billion	
  company	
  and	
  we	
  spend	
  $1	
  billion	
  a	
  year	
  on	
  promotions.	
  I	
  
don’t	
  know	
  if	
  one	
  dollar	
  of	
  that	
  is	
  spent	
  wisely.	
  I	
  want	
  you	
  to	
  tell	
  me	
  where	
  to	
  focus	
  
my	
  promotional	
  spend	
  next	
  year.	
  
	
  
Consultant:	
  Oh.	
  
	
  
This	
  is	
  like	
  a	
  story	
  in	
  a	
  story.	
  The	
  inner	
  story	
  is	
  that	
  what	
  the	
  client	
  was	
  saying,	
  
which	
  wasn’t	
  grasped	
  right	
  away	
  by	
  the	
  consultant,	
  was	
  that	
  they	
  failed	
  to	
  tell	
  a	
  
story	
  and	
  no	
  matter	
  how	
  informative	
  the	
  facility,	
  it	
  didn’t	
  solve	
  the	
  client’s	
  problem.	
  
The	
  outer	
  story	
  is	
  what	
  Steven	
  Denning4	
  calls	
  a	
  “springboard	
  story,”	
  Which	
  he	
  
defines	
  as:	
  
	
  
	
  	
  
1.	
  Must	
  be	
  a	
  “story”	
  with	
  a	
  beginning,	
  middle	
  and	
  end	
  that	
  is	
  relevant	
  to	
  the	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
4	
  http://www.amazon.com/exec/obidos/ASIN/0750673559/qid=984605028/103-­‐
7657515-­‐1436633	
  
	
  
	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

11	
  
	
  

	
  
listeners.	
  	
  
2.	
  Must	
  be	
  highly	
  compressed	
  	
  
3.	
  Must	
  have	
  a	
  hero	
  –	
  the	
  story	
  must	
  be	
  about	
  a	
  person	
  who	
  accomplished	
  
something	
  notable	
  or	
  noteworthy.	
  	
  
4.	
  Must	
  include	
  a	
  surprising	
  element	
  –	
  the	
  story	
  should	
  shock	
  the	
  listener	
  out	
  of	
  
their	
  complacency.	
  It	
  should	
  shake	
  up	
  their	
  model	
  of	
  reality.	
  	
  
5.	
  Must	
  stimulate	
  an	
  “of	
  course!”	
  reaction	
  –	
  once	
  the	
  surprise	
  is	
  delivered,	
  the	
  
listener	
  should	
  see	
  the	
  obvious	
  path	
  to	
  the	
  future.	
  	
  
6.	
  Must	
  embody	
  the	
  change	
  process	
  desired,	
  be	
  relatively	
  recent	
  and	
  “pretty	
  much”	
  
true.	
  	
  
7.	
  Must	
  have	
  a	
  happy	
  ending.	
  
	
  
In	
  Stephen	
  Denning's	
  words,	
  "When	
  a	
  springboard	
  story	
  does	
  its	
  job,	
  the	
  listeners'	
  
minds	
  race	
  ahead,	
  to	
  imagine	
  the	
  further	
  implications	
  of	
  elaborating	
  the	
  same	
  idea	
  
in	
  different	
  contexts,	
  more	
  intimately	
  known	
  to	
  the	
  listeners.	
  In	
  this	
  way,	
  through	
  
extrapolation	
  from	
  the	
  narrative,	
  the	
  re-­‐creation	
  of	
  the	
  change	
  idea	
  can	
  be	
  
successfully	
  brought	
  to	
  birth,	
  with	
  the	
  concept	
  of	
  it	
  planted	
  in	
  listeners'	
  minds,	
  not	
  
as	
  a	
  vague,	
  abstract	
  inert	
  thing,	
  but	
  an	
  idea	
  that	
  is	
  pulsing,	
  kicking,	
  breathing,	
  
exciting	
  -­‐	
  and	
  alive.”	
  
	
  
That	
  may	
  be	
  a	
  little	
  too	
  much	
  excitement	
  on	
  a	
  daily	
  basis,	
  something	
  you	
  save	
  for	
  
the	
  really	
  important	
  things,	
  but	
  it	
  matters	
  nonetheless	
  that	
  turning	
  data	
  into	
  a	
  story	
  
is	
  a	
  valid	
  and	
  necessary	
  skill.	
  But	
  is	
  it	
  for	
  everyone?	
  
	
  
Not	
  really.	
  Actual	
  storytelling	
  is	
  a	
  craft.	
  Not	
  everyone	
  knows	
  how	
  to	
  do	
  it	
  or	
  can	
  even	
  
learn	
  it.	
  But	
  everyone	
  can	
  tell	
  a	
  story.	
  It	
  just	
  may	
  not	
  be	
  of	
  the	
  caliber	
  of	
  storytelling.	
  
But	
  to	
  get	
  a	
  point	
  across	
  and	
  have	
  it	
  stick	
  (even	
  if	
  it’s	
  just	
  in	
  your	
  own	
  mind,	
  not	
  to	
  
an	
  audience),	
  learn	
  to	
  apply	
  metaphor.	
  
	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

12	
  
	
  

	
  

Metaphor	
  
	
  
Metaphor	
  is	
  our	
  most	
  powerful	
  tool	
  for	
  conveying	
  information.	
  While	
  a	
  tabular	
  
report	
  may	
  be	
  a	
  representation	
  of	
  data	
  and	
  derivations,	
  visualization	
  is	
  a	
  metaphor.	
  
It	
  is	
  so	
  much	
  easier	
  to	
  see	
  and	
  understand.	
  Comparative	
  volume,	
  gradients	
  of	
  color	
  
or	
  depth	
  represent	
  a	
  continuum	
  of	
  values.	
  Lines	
  going	
  up	
  mean	
  “up,’	
  and	
  lines	
  going	
  
down	
  mean	
  “down”	
  No	
  need	
  to	
  scan	
  a	
  range	
  of	
  values	
  to	
  decipher	
  the	
  direction.	
  
	
  
Metaphor	
  and	
  analogy	
  are	
  often	
  used	
  interchangeably,	
  but	
  an	
  analogy	
  is	
  more	
  
concrete	
  and	
  detailed,	
  with	
  the	
  two	
  things	
  being	
  compared	
  having	
  obvious	
  
similarities,	
  while	
  metaphor	
  is	
  more	
  literary,	
  with	
  the	
  two	
  things	
  being	
  further	
  
apart.	
  For	
  example,	
  comparing	
  the	
  way	
  protons	
  and	
  neurons	
  move	
  around	
  the	
  
nucleus	
  in	
  an	
  atom	
  with	
  our	
  solar	
  system	
  is	
  an	
  analogy,	
  while	
  using	
  the	
  term	
  black	
  
hole	
  for	
  a	
  very	
  dense	
  mass	
  in	
  space	
  from	
  which	
  light	
  cannot	
  escape	
  is	
  metaphorical.	
  
Data	
  visualization	
  is	
  metaphorical.	
  
	
  
The	
  best	
  most	
  effective	
  metaphors	
  are	
  ones	
  that	
  are	
  new	
  and	
  creative.	
  To	
  say	
  one	
  is	
  
“sick	
  as	
  a	
  dog”	
  conveys	
  very	
  little.	
  To	
  say,	
  “this	
  systems	
  is	
  as	
  slow	
  as	
  a	
  rainy	
  Sunday,”	
  
is	
  likely	
  to	
  convey	
  a	
  more	
  vivid	
  image.	
  The	
  whole	
  point	
  of	
  using	
  metaphor	
  in	
  
storytelling	
  is	
  to	
  illustrate,	
  educate,	
  convince	
  and	
  compel.	
  	
  
	
  
Metaphors	
  can	
  be	
  powerful	
  and	
  clever	
  ways	
  of	
  communicating	
  findings.	
  A	
  great	
  deal	
  
of	
  meaning	
  can	
  be	
  conveyed	
  in	
  a	
  single	
  phrase	
  with	
  a	
  powerful	
  metaphor.	
  Moreover,	
  
developing	
  and	
  using	
  metaphors	
  can	
  be	
  fun,	
  both	
  for	
  the	
  analyst	
  and	
  for	
  the	
  listener.	
  
It	
  is	
  important,	
  however,	
  to	
  make	
  sure	
  that	
  the	
  metaphor	
  serves	
  the	
  data	
  and	
  not	
  
vice	
  versa.	
  
	
  
The	
  creative	
  analyst	
  who	
  finds	
  a	
  powerful	
  metaphor	
  may	
  be	
  tempted	
  to	
  manipulate	
  
the	
  data	
  to	
  fit	
  the	
  metaphor.	
  In	
  addition,	
  because	
  metaphors	
  carry	
  implicit	
  
connotations,	
  it	
  is	
  important	
  to	
  make	
  sure	
  that	
  the	
  data	
  fit	
  the	
  most	
  prominent	
  of	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

13	
  
	
  

	
  
those	
  connotations	
  so	
  that	
  what	
  is	
  communicated	
  is	
  what	
  the	
  analyst	
  wants	
  to	
  
communicate.	
  Finally,	
  one	
  must	
  avoid	
  concretizing	
  metaphors	
  and	
  acting	
  as	
  if	
  the	
  
world	
  were	
  really	
  the	
  way	
  the	
  metaphor	
  suggests	
  it	
  is.	
  

Using	
  Storytelling	
  with	
  Visual	
  Analysis	
  
	
  
Workers	
  can	
  develop	
  intensely	
  useful	
  analyses	
  using	
  data	
  visualization	
  tools	
  with	
  a	
  
snappy	
  in-­‐memory	
  database,	
  agnostic	
  about	
  the	
  data	
  schema	
  of	
  the	
  source	
  data,	
  ,	
  
and	
  can	
  share	
  them	
  with	
  their	
  colleagues	
  with	
  some	
  stories.	
  Here	
  are	
  a	
  few	
  
examples:	
  
	
  
Market	
  basket	
  analysis:	
  Explaining	
  a	
  complicated	
  analysis	
  with	
  results	
  that	
  can	
  be	
  
visualized	
  in	
  an	
  easy-­‐to-­‐understand	
  way	
  often	
  encounters	
  resistance	
  because	
  the	
  
evaluators	
  do	
  not	
  understand	
  the	
  technique	
  underneath.	
  Some	
  storytelling	
  usually	
  
helps:	
  
	
  
“I	
  was	
  in	
  Home	
  Depot	
  one	
  day	
  and	
  when	
  I	
  was	
  walking	
  through	
  the	
  aisles,	
  I	
  wondered,	
  
how	
  could	
  they	
  ever	
  understand	
  what	
  products	
  customers	
  looked	
  at,	
  or	
  even	
  picked	
  up	
  
and	
  put	
  back,	
  but	
  didn’t	
  purchase?	
  How	
  could	
  they	
  modify	
  their	
  merchandising	
  in	
  a	
  
way	
  to	
  understand	
  what	
  products	
  are	
  most	
  often	
  purchased	
  together,	
  or,	
  even	
  at	
  a	
  
short	
  time	
  later?	
  	
  In	
  fact,	
  how	
  could	
  we	
  figure	
  out	
  how	
  to	
  do	
  something	
  like	
  that	
  here?	
  
We	
  have	
  detailed	
  information	
  about	
  customers’	
  behavior	
  on	
  our	
  website,	
  we	
  know	
  
what	
  they	
  pick	
  up	
  and	
  purchase	
  or	
  not,	
  or	
  in	
  what	
  sequence	
  they	
  do.	
  We	
  have	
  
information	
  about	
  the	
  journey	
  they	
  take	
  through	
  the	
  aisles	
  [notice	
  use	
  of	
  metaphor].”	
  
	
  
The	
  application	
  looks	
  at	
  each	
  item	
  purchased	
  and	
  determines	
  a	
  list	
  of	
  
complementary	
  items	
  to	
  recommend	
  to	
  purchasers.	
  The	
  market	
  basket	
  application	
  
uncovered	
  insightful	
  new	
  data	
  about	
  the	
  items	
  that	
  customers	
  typically	
  purchase	
  
together,	
  enabling	
  one	
  organization	
  to	
  present	
  these	
  items	
  as	
  complementary	
  
offerings	
  to	
  online	
  customers.	
  	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
14	
  
	
  

Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  
	
  
	
  

	
  
Figure	
  1:	
  Heat	
  map	
  to	
  visualize	
  market	
  basket	
  analysis	
  

“We	
  did	
  some	
  A/B	
  testing	
  in	
  the	
  way	
  we	
  arranged	
  things,	
  and,	
  as	
  a	
  result,	
  the	
  average	
  
order	
  size	
  for	
  orders	
  with	
  the	
  market	
  basket	
  pairings	
  is	
  more	
  than	
  twice	
  the	
  average	
  
order	
  size	
  for	
  orders	
  without	
  pairings.	
  In	
  addition,	
  the	
  information	
  has	
  helped	
  this	
  
company	
  better	
  serve	
  its	
  customers,	
  with	
  a	
  deeper	
  understanding	
  of	
  purchasing	
  
preferences.”	
  	
  
Data	
  never	
  speaks	
  for	
  itself.	
  As	
  the	
  visualization	
  is	
  shared	
  in	
  a	
  discussion	
  format,	
  
there	
  may	
  be	
  stories	
  about	
  suggesting	
  bundles	
  that	
  did	
  or	
  did	
  not	
  work,	
  or	
  about	
  
anomalies	
  in	
  the	
  data	
  that	
  render	
  it	
  misleading.	
  Further	
  analysis	
  and	
  discussion	
  
continues	
  until	
  a	
  consensus	
  is	
  reached.	
  However,	
  everyone	
  involved	
  will	
  have	
  a	
  
mental	
  picture	
  of	
  people	
  picking	
  up	
  products	
  and	
  how	
  things	
  group	
  together,	
  mental	
  
images	
  that	
  would	
  be	
  lacking	
  without	
  storytelling	
  and	
  metaphor.	
  
	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

15	
  
	
  

	
  
Visualization	
  of	
  detailed	
  demographic	
  data	
  to	
  spot	
  trends	
  and	
  correlations:	
  
Understanding	
  and	
  analyzing	
  demographic	
  data	
  such	
  as	
  age,	
  income,	
  and	
  home	
  
ownership	
  status	
  of	
  millions	
  of	
  individual	
  users	
  cannot	
  always	
  be	
  done	
  at	
  an	
  
aggregate	
  level.	
  Specifying	
  groups	
  of	
  individuals	
  on	
  the	
  fly,	
  based	
  on	
  the	
  detailed	
  
records	
  allows	
  for	
  greater	
  insight.	
  In	
  Figure	
  2,	
  it’s	
  easy	
  to	
  see	
  at	
  a	
  glance	
  that	
  
homeowners	
  in	
  the	
  35-­‐54	
  range	
  have	
  the	
  highest	
  balances	
  and	
  that	
  those	
  with	
  
incomes	
  above	
  $150K	
  lead	
  the	
  pack.	
  Some	
  of	
  the	
  individual	
  details	
  of	
  the	
  customers	
  
in	
  that	
  group	
  are	
  also	
  included	
  in	
  the	
  display.	
  	
  
	
  
Some	
  analyses	
  are	
  useful	
  in	
  the	
  way	
  they	
  slice	
  and	
  dice	
  information	
  without	
  
revealing	
  any	
  sort	
  of	
  causality,	
  simply	
  a	
  rendering	
  of	
  what	
  is.	
  In	
  this	
  example,	
  it	
  
might	
  have	
  been	
  interesting	
  to	
  see	
  how	
  the	
  numbers	
  break	
  out,	
  but	
  the	
  storytelling	
  
part	
  of	
  it	
  would	
  be	
  focused	
  on	
  what	
  to	
  do	
  about	
  it.	
  
	
  
“I	
  was	
  having	
  some	
  problems	
  with	
  my	
  second	
  car,	
  a	
  pick-­‐up	
  truck,	
  that	
  was	
  randomly	
  
losing	
  power.	
  It	
  seemed	
  to	
  only	
  affect	
  the	
  right	
  side	
  of	
  the	
  engine.	
  I	
  assumed	
  it	
  had	
  to	
  
be	
  either	
  a	
  fuel	
  problem	
  or	
  an	
  ignition	
  problem.	
  I	
  ruled	
  out	
  the	
  “brain”	
  because	
  the	
  V8	
  
engine	
  has	
  two	
  brains,	
  one	
  for	
  each	
  side.	
  I	
  swapped	
  those	
  to	
  no	
  effect.	
  I	
  checked	
  fuel	
  
lines,	
  checked	
  fuel	
  pressure,	
  and	
  checked	
  injectors	
  one	
  at	
  a	
  time.	
  All	
  normal.	
  I	
  did	
  the	
  
usual	
  ignition	
  check	
  by	
  removing	
  wires	
  one	
  at	
  a	
  time	
  and	
  visually	
  checking	
  for	
  a	
  spark.	
  
Then	
  it	
  occurred	
  to	
  me	
  that	
  I	
  was	
  wasting	
  time	
  on	
  obvious	
  things	
  and	
  had	
  to	
  think	
  out	
  
of	
  the	
  box.	
  What	
  one	
  thing	
  was	
  most	
  likely	
  to	
  account	
  for	
  these	
  symptoms?	
  In	
  the	
  end,	
  
it	
  turned	
  out	
  to	
  be	
  the	
  sparkplug	
  wires	
  themselves.	
  
In	
  our	
  marketing	
  campaigns,	
  we	
  seem	
  to	
  try	
  too	
  many	
  things	
  and	
  focus	
  and	
  too	
  many	
  
market	
  segments.	
  What	
  that	
  data	
  shows,	
  clearly,	
  is	
  that	
  only	
  one	
  or	
  two	
  segments	
  are	
  
the	
  most	
  likely	
  to	
  result	
  in	
  sales	
  and	
  we	
  need	
  to	
  focus	
  on	
  them.”	
  
	
  
	
  

©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
16	
  
	
  

Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  
	
  

	
  
Figure	
  2:	
  Dashboard	
  profiling	
  the	
  age,	
  income,	
  market	
  and	
  homeownership	
  status	
  of	
  a	
  financial	
  
institution's	
  30+	
  million	
  401k	
  holders	
  

Conclusion	
  
Training,	
  and	
  to	
  a	
  larger	
  extent,	
  the	
  culture	
  of	
  the	
  organization	
  toward	
  learning,	
  is	
  a	
  
key	
  indicator	
  of	
  BI	
  success.	
  Equally	
  important	
  is	
  the	
  need	
  to	
  deliver	
  tools	
  in	
  a	
  bundle	
  
of	
  learning	
  and	
  cooperation	
  that	
  have	
  a	
  high	
  degree	
  of	
  relevance	
  to	
  the	
  work	
  people	
  
do,	
  something	
  that	
  is	
  often	
  trivialized	
  by	
  Information	
  Technology,	
  focusing	
  on	
  the	
  
work	
  of	
  a	
  collection	
  of	
  individuals,	
  not	
  a	
  collaborative	
  group.	
  There	
  is	
  much	
  work	
  to	
  
do,	
  but	
  one	
  thing	
  we’ve	
  learned	
  from	
  this	
  research	
  is	
  that	
  stepping	
  back	
  a	
  little	
  from	
  
the	
  technology	
  of	
  BI	
  reveals	
  a	
  very	
  complicated	
  landscape	
  strewn	
  with	
  hazards.	
  
Many	
  industry	
  analysts,	
  vendors,	
  journalists	
  and	
  practitioners	
  are	
  not	
  well	
  equipped	
  
for	
  dealing	
  with	
  the	
  challenges	
  of	
  making	
  BI	
  successful.	
  We	
  need	
  to	
  strengthen	
  our	
  
practice	
  portfolios	
  and	
  partner	
  with	
  our	
  clients	
  to	
  implement	
  programs	
  that	
  
encompass	
  technology	
  and	
  organizational	
  development.	
  Ease	
  of	
  use	
  is	
  only	
  a	
  
component	
  of	
  ease	
  of	
  usefulness	
  to	
  the	
  enterprise.	
  	
  
©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  
	
  
	
  

©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  

17	
  
	
  
Storytelling	
  Drives	
  Usefulness	
  in	
  Business	
  Intelligence	
  

18	
  
	
  

	
  

ABOUT	
  THE	
  AUTHOR	
  
	
  

	
  
	
  
Neil	
  Raden,	
  based	
  in	
  Santa	
  Fe,	
  NM,	
  is	
  an	
  active	
  consultant,	
  widely	
  published	
  author	
  
and	
  speaker	
  and	
  the	
  founder	
  of	
  Hired	
  Brains,	
  Inc.,	
  http://www.hiredbrains.com.	
  
Hired	
  Brains	
  provides	
  advisory	
  services,	
  consulting,	
  systems	
  integration	
  and	
  
implementation	
  services	
  in	
  Data	
  Warehousing,	
  Business	
  Intelligence,	
  Decision	
  
Automation	
  and	
  Advanced	
  Analytics	
  for	
  clients	
  worldwide.	
  Hired	
  Brains	
  Research	
  
provides	
  consulting,	
  market	
  research,	
  product	
  marketing	
  and	
  advisory	
  services	
  to	
  
the	
  software	
  industry.	
  
	
  
Neil	
  was	
  a	
  contributing	
  author	
  to	
  one	
  of	
  the	
  first	
  (1995)	
  books	
  on	
  designing	
  data	
  
warehouses	
  and	
  he	
  is	
  more	
  recently	
  the	
  co-­‐author	
  of	
  Smart	
  (Enough)	
  Systems:	
  How	
  
to	
  Deliver	
  Competitive	
  Advantage	
  by	
  Automating	
  Hidden	
  Decisions,	
  Prentice-­‐Hall,	
  
2007.	
  He	
  welcomes	
  your	
  comments	
  at	
  nraden@hiredbrains.com	
  or	
  at	
  his	
  blog	
  at	
  
Competing	
  on	
  Decisions.	
  
	
  

©	
  2013	
  Hired	
  Brains	
  Inc.	
  	
  All	
  Rights	
  Reserved	
  

	
  

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Storytelling Drives Usefulness in Business Intelligence

  • 1. Storytelling  Drives  Usefulness  in  Business  Intelligence     Storytelling  Drives  Usefulness  in   Business  Intelligence           By  Neil  Raden   Hired  Brains,  Inc.   December 2013   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved     1    
  • 2. Storytelling  Drives  Usefulness  in  Business  Intelligence   2       Table  of  Contents     Executive  Summary  ................................................................................................................  1   Ease  of  use  ..................................................................................................................................  4   Relevance  and  Understanding  ......................................................................................................  7   Going  From  One  to  Many:  Storytelling  .............................................................................  9   Metaphor  ...........................................................................................................................................  12   Using  Storytelling  with  Visual  Analysis  ..................................................................................  13   Conclusion  ...............................................................................................................................  16   ABOUT  THE  AUTHOR  ..........................................................................................................  18   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 3. Storytelling  Drives  Usefulness  in  Business  Intelligence   1       Executive  Summary   “The  real  voyage  of  discovery  consists  not  in  seeking  new  landscapes,  but  in  having   new  eyes.”  Marcel  Proust       Any  individual  exploration  or  examination  of  the  data  must  be  easily  conducted  and   shared,  communicated  and  subject  to  group  collaboration  and  consensus  that   characterizes  decision-­‐making  in  most  cases.  Ease  of  use  has  to  be  evaluated  in  a   broader  context  of  “ease  of  usefulness”  to  the  audience  of  stakeholders,  not  a  single   set  of  eyes.  A  key  competency  for  moving  analysis  from  the  frontal  lobes  of  an   analyst  to  other  principals  in  the  process  is  the  ability  to  tell  a  story  with  data.       Data  Discovery  is  a  recent  innovation  in  Business  Intelligence  that  can  bypass  the   structure  of  a  data  warehouse  and  allow  people  to  create  their  own  viewpoints  by   assembling  analyses  and  visualizations,  animating  them  and  sharing  them.         While  performance  and  “ease  of  use”  are  necessary  qualities  in  this  field,  they  are  far   from  sufficient.  There  is  no  measure  for  ease  of  use,  except  the  one  that  shows  in   low  adoption  rates.    A  colorful  GUI  does  not  perform  if  the  underlying  actions  are   not  understood  clearly  by  the  user.  Tools  must  be  relevant  to  the  work  that  people   do  (not  additive  or  complementary).  The  underlying  data,  models  and  assumptions   must  be  understood.       In  this  paper,  we  examine  three  concepts  that  are  needed  to  succeed:     • A  realistic  model  of  “ease  of  use”   • A  needed  competency  to  weave  a  story  from  data  as  a  means  to  achieve   positive  results  from  analytical  work   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 4. Storytelling  Drives  Usefulness  in  Business  Intelligence   2       • Examining  the  benefit  derived  when  people  are  able  to  ask  questions  as   needed   Background     Numerous  names  have  been  used  to  describe  the  technology  and  methods  that   allow  people  to  draw  insight  from  various  sources  of  data:  decision  support   systems,  business  intelligence,  business  analytics,  predictive  analytics  and  business   discovery.  For  the  sake  of  brevity,  we  refer  to  this  class  of  technology  as  business   intelligence  or  BI.  It  is  clearly  an  industry  segment  with  fuzzy  edges.  In  addition,  the   names  are  somewhat  misleading  as,  in  fact,  these  approaches  are  used  more  widely   than  just  for  business:  in  science,  government,  non-­‐profit  sectors  and  others.       Over  thirty  years  or  so,  much  that  has  been  written  about  these  subjects  focused  on   technology,  features  and  poorly  defined  aspects  such  as  performance  and  ease  of   use.  Useful  to  a  point,  these  writings  often  avoid  the  well-­‐documented  fact  that   uptake  of  BI  in  organizations  is  historically  less  than  20%,  often  much  less.  To   remedy  this,  various  initiatives  take  place  by  BI  vendors  to  achieve  “pervasive  BI”   but  except  in  rare  cases,  it  does  not  achieve  the  objective.  The  blame  is  usually   placed  on  not  enough  executive  support  or  on  IT  control  that  fails  to  meet  the  needs   of  the  expected  audience.  What  is  rarely  addressed  is  that  people  in  organizations   make  a  rational  decision  to  apply  other  techniques.  Spreadsheets  are  the  most   common  course,  but  from  an  organizational  point  of  view,  they  are  not  an  optimal   solution.     The  emergence  of  e-­‐Business  and  web-­‐oriented  applications  surfaced  an   appreciation  for  user  “experience”  and  “engagement,”  very  different  from  the   engineering  and  “human  factors”  approach  of  user  interface  design  of  enterprise   systems.  BI  vendors  “ported”  their  user-­‐facing  applications  to  web-­‐based  interfaces,   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 5. Storytelling  Drives  Usefulness  in  Business  Intelligence   3       but  unfortunately,  the  underlying  models  remained  the  same.  A  new  interface  did   not  bring  more  “experience”  or  “engagement.”  On  the  contrary,  they  were  the  same   old  tools  in  a  new  wrapper  which  failed  to  engage  the  wider  audience  more   accustomed  to  true  web-­‐based  applications  designed  for  the  web.     What  had  been  lacking  in  the  overall  discourse  about  BI  is  how  can  people  make  use   of  the  tools  effectively,  regardless  of  the  technology.  For  example,  what  exactly  is   needed  for  people  to  not  only  be  informed  by  these  systems,  through  their  own   efforts  or  presentation  of  material  from  others,  but  to  use  the  insight  to  make  well-­‐ informed  and  actionable  decisions?  Most  people  who  are  not  technologists  are   unimpressed  with  features;  they  are  interested  in  finding  ways  to  be  more  effective.   It  isn’t  automatic.       In  short,  ease  of  use  on  an  individual  level  pales  in  importance  to  how  well  a  given   application  contributes  to  the  overall  ease  of  use  of  the  group.  While  any  BI  system   must  be  engaging,  performant,  fault  tolerant  and  helpful,  findings  have  to  be   communicated  and  explained  to  others.  Making  copies,  pointing  at  a  screen  and   developing  presentations  are  of  limited  use..     The  most  effective  method  for  communicating  ideas  and  insights  to  others,  and  making   them  stick,  is  the  needed  competence  of  telling  a  story  with  data.     ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 6. Storytelling  Drives  Usefulness  in  Business  Intelligence   4       Ease  of  use       Even  on  an  individual  basis,  ease  of  use  is  a  pretty  complex  idea.  Some  things  just   aren’t  easy.  Analyzing  data,  navigating  through  it,  looking  for  patterns,  choosing  the   right  visual  display  –  no  matter  how  much  assistance  a  product  can  provide,  analysis   still  requires  some  effort.  For  those  who  find  exerting  this  kind  of  effort  tedious,   ease  of  use  is  not  acknowledged.    But  for  those  so  inclined,  tools  that  handle  the   tedious,  repetitive  and  obvious  work  are  considered  easy  to  use.       For  a  long  time,  it  was  assumed  that  ease  of  use  was  not  an  issue  for  those  involved   in  the  production  of  information  technology:  programmers,  designers,  analysts,  etc.   The  understanding  was  that  they  were  so  conversant  in  their  cryptic  (or  verbose)   languages,  scripts  and  configurations,  that  any  attempt  to  make  it  easier  to  use  was   a  sort  of  affront  to  their  sensibilities.  That  assumption  was  wrong.  With  the   development  of  IDE’s  (Integrated  Development  Environments),  Version  Control,   Higher-­‐Level  Languages  and  a  host  of  other  innovations,  the  process  of  creating  and   maintaining  systems  became  much  easier,  not  necessarily  with  the  uses  of  GUI  and   mouse  and  colors  and  buttons,  but  by  fundamentally  changing  and  streamlining  the   way  developers  work.    Much  of  development  these  days  is  configuration  of  applets,   reliance  on  tools  such  as  relational  databases  and  programming  in  object-­‐oriented   or  even  functional  languages.  Even  more  importantly,  these  tools  it  made  it   considerably  easier  for  large  projects  to  spread  across  groups,  or  even  oceans,  not   only  for  development,  but  for  maintenance  and  enhancement  too.     Unfortunately,  much  of  what  passes  for  ease  of  use  on  the  user  (or  analytical)  side   has  not  addressed  a  fundamental  change  in  the  operation  of  business  intelligence.   It’s  been  focused  on  simplifying  things  that  aren’t  simple,  masking  complexity  and   providing  a  pleasing  interface  (at  best)  to  the  individual  using  the  system.    For   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 7. Storytelling  Drives  Usefulness  in  Business  Intelligence   5       example,  a  major  research  report  summed  up  ease  of  use  for  Business  Intelligence   as  follows:     The  solution  is  easy  to  use  when:     • It  is  familiar  because  it  works  as  expected  and  is  similar  to  another  tool  with   which  a  user  has  experience.     • It  takes  less  time  and  fewer  clicks  to  accomplish  the  ultimate  goal.  Routine   tasks  may  be  automated  and  personalized.   • It  is  intuitive  and  obvious  in  how  a  task  can  best  be  performed.     From  Ease  of  Use  and  Interface  Appeal  in  Business  Intelligence  Tools   By  Cindi  Howson,  BiScorecard     This  one-­‐person-­‐at-­‐a-­‐time  concept  of  ease  of  use  has  not  addressed  the  central  issue   –  how  do  you  change  the  way  analytical  work  is  done  in  an  organization?       How  do  you  get  beyond  one  person  and  a  display  of  information,  to  a  seamless   environment  where  analyses,  ideas  and  conclusions  are  shared?       Masking  complicated  requests  with  pleasing  interfaces  doesn’t  make  them  easier.  In   fact,  it  often  does  just  the  opposite.  Those  who  couldn’t  learn  the  lower  level   interface,  such  as  a  scripting  language,  still  can’t  and  those  who  could  learn  the   lower-­‐level  interface  often  find  the  “helpful”  interface  an  impediment.  The  way  to   make  something  complicated  easy  to  use  is  to  make  it  less  complicated.     For  instance,  in  business  discovery  software  like  Tableau  (among  others),  people   seeking  information  usually  start  with  what  they  easily  grasp  then  incrementally   explore,  like  feeling  for  the  first  step  in  the  dark  with  your  foot,  then  moving  more   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 8. Storytelling  Drives  Usefulness  in  Business  Intelligence   6       surely  with  subsequent  ones1.  But  it  is  too  easy  for  BI  to  complicate  and  hinder  this   process  by  forcing  the  driver  to  make  all  the  decisions  in  detail  with  each  step   instead  of  anticipating  what  they  might  be,  learning  from  the  person’s  habits.  Ten   years  ago  this  may  have  seemed  like  a  dream,  but  it  is  quite  common  in  customer-­‐ focused  applications  today,  but  BI  has  trailed.       To  illustrate  the  gap  between  what  is  perceived  as  ease  of  use,  and  the  reality,   consider  a  vacuum  sweeper:   Presumed  ease  of  use   A  robotic  vacuum  cleaner  than  runs  on  its  own,  vacuuming   the  floor  in  an  unattended  way.     Actual  Experience   The  small  bag  has  to  be  changed  frequently,  doesn’t   thoroughly  vacuum  completely  and  usually  requires  bringing   out  the  conventional  sweeper  to  finish  the  job   Actual  Ease  of  Use   A  sweeper  with  exceptional  suction  that  vacuums  in  one   sweep  and  has  an  easy  to  empty  canister  with  no  bag.     Ease  of  use  has  to  be  couched  in  terms  of  doing  the  whole  job.  Ease  of  use  first  and   foremost  requires  that  BI  be  useful  to  people  and  is  relevant  to  the  work  they  do.  It   must  promote  understanding  through  shared  ideas  and  discussion.       With  respect  to  BI,  a  proper  test  of  ease  of  use  has  to  include:   • Obviously,  elements  of  individual  ease  of  use,  especially  an  interface  that   exposes  functionality  in  a  way  that  is  understandable   • Performance  cannot  be  separated  from  ease  of  use;  it’s  a  “right  now”  world   today   • It  is  not  sufficient  for  BI  to  inform  an  analyst;  being  informed  does  not   necessarily  lead  to  better  decisions,  or  even  making  them                                                                                                                   1  This  statement  is  a  metaphor.  Its  use  in  storytelling  is  explained  in  a  further  section   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 9. Storytelling  Drives  Usefulness  in  Business  Intelligence   7       Measures  of  ease  of  use  are  irrelevant.  All  that  matters  are  that  people  use  the  tools   productively.  They  vote  with  their  time  and  participation.is  this  really  a  bullet  point   under  that  heading?     Relevance  and  Understanding     What  does  it  mean  for  a  BI  environment  to  be  relevant?    Do  the  tools  and   information  provide  a  degree  of  utility  great  enough  to  warrant  modifying  your   work  processes  to  incorporate  them?  For  the  most  part,  BI  in  general  has  not.  This   of  course  begs  the  question,  “Why  are  these  efforts  not  relevant?”  The  irritating   refrain  from  past  Presidential  elections,  “Are  you  better  off  now  than  you  were  four   years  ago,”  is  a  good  metaphor2.  Has  the  implementation  of  your  analytical   environment,  typically  a  data  warehouse  and/or  data  marts  plus  a  BI  tool  made   things  better?  Is  your  organization  more  effective?  Are  you  making  better  decisions?   Do  you  have  a  better  grasp  on  the  elements  that  drive  your  success?       One  element  that  is  prominent  in  our  research  is  understandability.  One  shouldn’t   confuse  this  with  Ease  of  Use.  People  don’t  just  float  out  of  their  smokestacks,  they   have  to  be  rescued.  What  is  understandable  to  a  data  modeler  is  not  necessarily   understandable  to  anyone  else.  In  many  cases,  people  are  staring  at  a  schema  that  is   loaded  with  relational  and/or  multidimensional  terms,  like  keys,  joins,  dimensions,   attributes  and  slices.       In  her  landmark  book,  “In  the  Age  of  the  Smart  Machine,”  3  a  volume  that  no   practitioner  in  this  business  should  leave  unread,  Shoshanah  Zuboff  offers  some                                                                                                                   2  ibid   3  Shoshana  Zuboff,  In  the  Age  of  the  Smart  Machine:  The  Future  of  Work  and  Power,   (New  York:  Basic  Books,  1988)  391-­‐392   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 10. Storytelling  Drives  Usefulness  in  Business  Intelligence   8       insight  into  the  relationship  between  learning  and  control  in  organizations:     “A  commitment  to  intellective  skill  development  is  likely  to  be  hampered  when  an   organization’s  division  of  labor  continuously  replenishes  the  felt  necessity  of  imperative   control.  Managers  who  prove  and  defend  their  own  legitimacy  do  not  easily  share  knowledge   or  engage  in  inquiry.  Workers  who  feel  the  requirements  of  subordinates  are  not   enthusiastic  learners.  New  roles  cannot  emerge  without  the  structures  to  support  them.  If   managers  are  to  alter  their  behavior,  then  the  methods  of  evaluation  and  reward  that   encourage  them  to  do  so  must  be  put  in  place.  If  employees  are  to  learn  to  operate  in  new   ways  and  to  broaden  their  contribution  to  the  life  of  the  business,  then  career  ladders  and   reward  systems  reflecting  that  change  must  be  designed.  In  this  context,  access  to   information  is  critically  important;  the  structure  of  access  to  information  expresses  the   organization’s  underlying  conception  of  authority.”     The  implications  are  clear:  We  cannot  force  success  with  BI  without  a  desire  and   commitment  on  the  part  of  the  organization  to  change  and  improve  the  flow  of   information,  the  optimization  of  work  processes  and  the  breakdown  of  artificial   barriers  that  serve  certain  participants,  but  not  the  organization  as  a  whole.  This  is  a   much  greater  challenge  than  “change  management,”  a  nebulous  term  that  is  applied   with  no  rigor.     Despite  our  best  efforts,  all  too  often,  projects  fail  to  reach  their  goals  for  reasons   that  are  not  at  all  obvious.  It’s  easy  to  pinpoint  the  usual  suspects,  such  as  mid-­‐ project  organization  realignment  and  killer  politics,  our  inability  as  consultants  to   convince  our  clients  that  certain  decisions  are  sub-­‐optimal  and  a  host  of  others,  well   documented  in  the  literature  (“Ten  Mistakes  to  Avoid…”).  But  there  are  also  many   cases  where  everything  goes  well,  yet  the  initiative  never  gets  traction  in  the   organization,  penetration  stays  at  a  very  low  level  and  the  ROI  projections  are  not   met.  In  many  of  those  cases,  this  failure  to  thrive  has  been  something  of  mystery.       Part  of  the  answer  is  that,  despite  good  intentions,  it  may  not  be  possible  in  some   organizations  to  make  BI  relevant  without  a  concerted  effort  to  help  people  change   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 11. Storytelling  Drives  Usefulness  in  Business  Intelligence   9       their  habits.  Developing  a  spreadsheet  or  personal  database  is  a  singular  effort  and   in  those  organizations  described  by  Zuboff  above,  the  collaboration  needed  to  make   BI  successful  is  just  not  possible.  A  collection  of  singular  efforts,  inefficient  and   potentially  inaccurate  as  it  is,  simply  has  a  greater  chance  of  being  used  as  it  skirts   the  lines  of  authority  and  control.  Another  less  ominous,  but  still  dysfunctional   problem,  is  that  is  it  simply  too  difficult  to  actually  build  models  in  most  BI  tools,   which  are  primarily  designed  for  ad  hoc  query  and  analysis  using  pre-­‐built   relationships.       So  the  first  step  is  in  our  court,  as  an  industry,  to  learn  how  to  bundle  the   appropriate  organizational  transformations  into  the  technology  implementation.   But  there  is  more.  Our  offerings  must  be  more  aligned  with  the  actual  work  that   people  do.     Going  From  One  to  Many:  Storytelling     Before  humans  knew  how  to  write,  probably  before  they  even  had  language,  the   means  for  passing  wisdom  from  one  person  or  one  generation  to  the  next  was   storytelling.  Most  likely  our  brains  are  wired  to  respond  to  and  retain  stories   (though,  oddly,  not  necessarily  proficient  at  telling  them).  Nevertheless,  it  remains   perhaps  our  most  powerful  tool  of  communication.  To  put  it  bluntly,  people  are   generally  more  interested  in  a  story  than  in  the  storyteller.    If  you  want  to  get  your   point  across,  you  need  to  learn  how  to  condense  the  data  into  a  good  story.       But  how  do  you  tell  a  story  that  can  convince  and  compel?     To  begin  a  discussion  of  telling  a  story  with  data,  it’s  a  good  idea  to  start  with  a   (real)  story.  This  happened  in  the  early  days  of  OLAP  technology:     ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 12. Storytelling  Drives  Usefulness  in  Business  Intelligence   10       Consultant:  So  we’ve  built  this  facility  for  you  so  that  you  can  align  promotional   spend  with  results  using  time  series  analysis.  You  navigate  on  any  of  the   dimensions,  or  pivots,  aggregating,  filtering  or  even  drilling  into  detail  in  this  point-­‐ and-­‐click  interface.    You  have  the  facility,  when  you’re  ready,  to  perform  some   ARIMA  analysis  to  do  some  forecasting.     Client:  You  don’t  get  it,  do  you?     Consultant:  I’m  sorry?       Client:  I  don’t  want  to  navigate  or  drill  or  whatever  you  call  it,  that  doesn’t  help  me   at  all.    This  is  a  $5  billion  company  and  we  spend  $1  billion  a  year  on  promotions.  I   don’t  know  if  one  dollar  of  that  is  spent  wisely.  I  want  you  to  tell  me  where  to  focus   my  promotional  spend  next  year.     Consultant:  Oh.     This  is  like  a  story  in  a  story.  The  inner  story  is  that  what  the  client  was  saying,   which  wasn’t  grasped  right  away  by  the  consultant,  was  that  they  failed  to  tell  a   story  and  no  matter  how  informative  the  facility,  it  didn’t  solve  the  client’s  problem.   The  outer  story  is  what  Steven  Denning4  calls  a  “springboard  story,”  Which  he   defines  as:         1.  Must  be  a  “story”  with  a  beginning,  middle  and  end  that  is  relevant  to  the                                                                                                                   4  http://www.amazon.com/exec/obidos/ASIN/0750673559/qid=984605028/103-­‐ 7657515-­‐1436633       ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 13. Storytelling  Drives  Usefulness  in  Business  Intelligence   11       listeners.     2.  Must  be  highly  compressed     3.  Must  have  a  hero  –  the  story  must  be  about  a  person  who  accomplished   something  notable  or  noteworthy.     4.  Must  include  a  surprising  element  –  the  story  should  shock  the  listener  out  of   their  complacency.  It  should  shake  up  their  model  of  reality.     5.  Must  stimulate  an  “of  course!”  reaction  –  once  the  surprise  is  delivered,  the   listener  should  see  the  obvious  path  to  the  future.     6.  Must  embody  the  change  process  desired,  be  relatively  recent  and  “pretty  much”   true.     7.  Must  have  a  happy  ending.     In  Stephen  Denning's  words,  "When  a  springboard  story  does  its  job,  the  listeners'   minds  race  ahead,  to  imagine  the  further  implications  of  elaborating  the  same  idea   in  different  contexts,  more  intimately  known  to  the  listeners.  In  this  way,  through   extrapolation  from  the  narrative,  the  re-­‐creation  of  the  change  idea  can  be   successfully  brought  to  birth,  with  the  concept  of  it  planted  in  listeners'  minds,  not   as  a  vague,  abstract  inert  thing,  but  an  idea  that  is  pulsing,  kicking,  breathing,   exciting  -­‐  and  alive.”     That  may  be  a  little  too  much  excitement  on  a  daily  basis,  something  you  save  for   the  really  important  things,  but  it  matters  nonetheless  that  turning  data  into  a  story   is  a  valid  and  necessary  skill.  But  is  it  for  everyone?     Not  really.  Actual  storytelling  is  a  craft.  Not  everyone  knows  how  to  do  it  or  can  even   learn  it.  But  everyone  can  tell  a  story.  It  just  may  not  be  of  the  caliber  of  storytelling.   But  to  get  a  point  across  and  have  it  stick  (even  if  it’s  just  in  your  own  mind,  not  to   an  audience),  learn  to  apply  metaphor.     ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 14. Storytelling  Drives  Usefulness  in  Business  Intelligence   12       Metaphor     Metaphor  is  our  most  powerful  tool  for  conveying  information.  While  a  tabular   report  may  be  a  representation  of  data  and  derivations,  visualization  is  a  metaphor.   It  is  so  much  easier  to  see  and  understand.  Comparative  volume,  gradients  of  color   or  depth  represent  a  continuum  of  values.  Lines  going  up  mean  “up,’  and  lines  going   down  mean  “down”  No  need  to  scan  a  range  of  values  to  decipher  the  direction.     Metaphor  and  analogy  are  often  used  interchangeably,  but  an  analogy  is  more   concrete  and  detailed,  with  the  two  things  being  compared  having  obvious   similarities,  while  metaphor  is  more  literary,  with  the  two  things  being  further   apart.  For  example,  comparing  the  way  protons  and  neurons  move  around  the   nucleus  in  an  atom  with  our  solar  system  is  an  analogy,  while  using  the  term  black   hole  for  a  very  dense  mass  in  space  from  which  light  cannot  escape  is  metaphorical.   Data  visualization  is  metaphorical.     The  best  most  effective  metaphors  are  ones  that  are  new  and  creative.  To  say  one  is   “sick  as  a  dog”  conveys  very  little.  To  say,  “this  systems  is  as  slow  as  a  rainy  Sunday,”   is  likely  to  convey  a  more  vivid  image.  The  whole  point  of  using  metaphor  in   storytelling  is  to  illustrate,  educate,  convince  and  compel.       Metaphors  can  be  powerful  and  clever  ways  of  communicating  findings.  A  great  deal   of  meaning  can  be  conveyed  in  a  single  phrase  with  a  powerful  metaphor.  Moreover,   developing  and  using  metaphors  can  be  fun,  both  for  the  analyst  and  for  the  listener.   It  is  important,  however,  to  make  sure  that  the  metaphor  serves  the  data  and  not   vice  versa.     The  creative  analyst  who  finds  a  powerful  metaphor  may  be  tempted  to  manipulate   the  data  to  fit  the  metaphor.  In  addition,  because  metaphors  carry  implicit   connotations,  it  is  important  to  make  sure  that  the  data  fit  the  most  prominent  of   ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 15. Storytelling  Drives  Usefulness  in  Business  Intelligence   13       those  connotations  so  that  what  is  communicated  is  what  the  analyst  wants  to   communicate.  Finally,  one  must  avoid  concretizing  metaphors  and  acting  as  if  the   world  were  really  the  way  the  metaphor  suggests  it  is.   Using  Storytelling  with  Visual  Analysis     Workers  can  develop  intensely  useful  analyses  using  data  visualization  tools  with  a   snappy  in-­‐memory  database,  agnostic  about  the  data  schema  of  the  source  data,  ,   and  can  share  them  with  their  colleagues  with  some  stories.  Here  are  a  few   examples:     Market  basket  analysis:  Explaining  a  complicated  analysis  with  results  that  can  be   visualized  in  an  easy-­‐to-­‐understand  way  often  encounters  resistance  because  the   evaluators  do  not  understand  the  technique  underneath.  Some  storytelling  usually   helps:     “I  was  in  Home  Depot  one  day  and  when  I  was  walking  through  the  aisles,  I  wondered,   how  could  they  ever  understand  what  products  customers  looked  at,  or  even  picked  up   and  put  back,  but  didn’t  purchase?  How  could  they  modify  their  merchandising  in  a   way  to  understand  what  products  are  most  often  purchased  together,  or,  even  at  a   short  time  later?    In  fact,  how  could  we  figure  out  how  to  do  something  like  that  here?   We  have  detailed  information  about  customers’  behavior  on  our  website,  we  know   what  they  pick  up  and  purchase  or  not,  or  in  what  sequence  they  do.  We  have   information  about  the  journey  they  take  through  the  aisles  [notice  use  of  metaphor].”     The  application  looks  at  each  item  purchased  and  determines  a  list  of   complementary  items  to  recommend  to  purchasers.  The  market  basket  application   uncovered  insightful  new  data  about  the  items  that  customers  typically  purchase   together,  enabling  one  organization  to  present  these  items  as  complementary   offerings  to  online  customers.     ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 16. 14     Storytelling  Drives  Usefulness  in  Business  Intelligence         Figure  1:  Heat  map  to  visualize  market  basket  analysis   “We  did  some  A/B  testing  in  the  way  we  arranged  things,  and,  as  a  result,  the  average   order  size  for  orders  with  the  market  basket  pairings  is  more  than  twice  the  average   order  size  for  orders  without  pairings.  In  addition,  the  information  has  helped  this   company  better  serve  its  customers,  with  a  deeper  understanding  of  purchasing   preferences.”     Data  never  speaks  for  itself.  As  the  visualization  is  shared  in  a  discussion  format,   there  may  be  stories  about  suggesting  bundles  that  did  or  did  not  work,  or  about   anomalies  in  the  data  that  render  it  misleading.  Further  analysis  and  discussion   continues  until  a  consensus  is  reached.  However,  everyone  involved  will  have  a   mental  picture  of  people  picking  up  products  and  how  things  group  together,  mental   images  that  would  be  lacking  without  storytelling  and  metaphor.     ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 17. Storytelling  Drives  Usefulness  in  Business  Intelligence   15       Visualization  of  detailed  demographic  data  to  spot  trends  and  correlations:   Understanding  and  analyzing  demographic  data  such  as  age,  income,  and  home   ownership  status  of  millions  of  individual  users  cannot  always  be  done  at  an   aggregate  level.  Specifying  groups  of  individuals  on  the  fly,  based  on  the  detailed   records  allows  for  greater  insight.  In  Figure  2,  it’s  easy  to  see  at  a  glance  that   homeowners  in  the  35-­‐54  range  have  the  highest  balances  and  that  those  with   incomes  above  $150K  lead  the  pack.  Some  of  the  individual  details  of  the  customers   in  that  group  are  also  included  in  the  display.       Some  analyses  are  useful  in  the  way  they  slice  and  dice  information  without   revealing  any  sort  of  causality,  simply  a  rendering  of  what  is.  In  this  example,  it   might  have  been  interesting  to  see  how  the  numbers  break  out,  but  the  storytelling   part  of  it  would  be  focused  on  what  to  do  about  it.     “I  was  having  some  problems  with  my  second  car,  a  pick-­‐up  truck,  that  was  randomly   losing  power.  It  seemed  to  only  affect  the  right  side  of  the  engine.  I  assumed  it  had  to   be  either  a  fuel  problem  or  an  ignition  problem.  I  ruled  out  the  “brain”  because  the  V8   engine  has  two  brains,  one  for  each  side.  I  swapped  those  to  no  effect.  I  checked  fuel   lines,  checked  fuel  pressure,  and  checked  injectors  one  at  a  time.  All  normal.  I  did  the   usual  ignition  check  by  removing  wires  one  at  a  time  and  visually  checking  for  a  spark.   Then  it  occurred  to  me  that  I  was  wasting  time  on  obvious  things  and  had  to  think  out   of  the  box.  What  one  thing  was  most  likely  to  account  for  these  symptoms?  In  the  end,   it  turned  out  to  be  the  sparkplug  wires  themselves.   In  our  marketing  campaigns,  we  seem  to  try  too  many  things  and  focus  and  too  many   market  segments.  What  that  data  shows,  clearly,  is  that  only  one  or  two  segments  are   the  most  likely  to  result  in  sales  and  we  need  to  focus  on  them.”       ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 18. 16     Storytelling  Drives  Usefulness  in  Business  Intelligence       Figure  2:  Dashboard  profiling  the  age,  income,  market  and  homeownership  status  of  a  financial   institution's  30+  million  401k  holders   Conclusion   Training,  and  to  a  larger  extent,  the  culture  of  the  organization  toward  learning,  is  a   key  indicator  of  BI  success.  Equally  important  is  the  need  to  deliver  tools  in  a  bundle   of  learning  and  cooperation  that  have  a  high  degree  of  relevance  to  the  work  people   do,  something  that  is  often  trivialized  by  Information  Technology,  focusing  on  the   work  of  a  collection  of  individuals,  not  a  collaborative  group.  There  is  much  work  to   do,  but  one  thing  we’ve  learned  from  this  research  is  that  stepping  back  a  little  from   the  technology  of  BI  reveals  a  very  complicated  landscape  strewn  with  hazards.   Many  industry  analysts,  vendors,  journalists  and  practitioners  are  not  well  equipped   for  dealing  with  the  challenges  of  making  BI  successful.  We  need  to  strengthen  our   practice  portfolios  and  partner  with  our  clients  to  implement  programs  that   encompass  technology  and  organizational  development.  Ease  of  use  is  only  a   component  of  ease  of  usefulness  to  the  enterprise.     ©  2013  Hired  Brains  Inc.    All  Rights  Reserved    
  • 19. Storytelling  Drives  Usefulness  in  Business  Intelligence       ©  2013  Hired  Brains  Inc.    All  Rights  Reserved     17    
  • 20. Storytelling  Drives  Usefulness  in  Business  Intelligence   18       ABOUT  THE  AUTHOR         Neil  Raden,  based  in  Santa  Fe,  NM,  is  an  active  consultant,  widely  published  author   and  speaker  and  the  founder  of  Hired  Brains,  Inc.,  http://www.hiredbrains.com.   Hired  Brains  provides  advisory  services,  consulting,  systems  integration  and   implementation  services  in  Data  Warehousing,  Business  Intelligence,  Decision   Automation  and  Advanced  Analytics  for  clients  worldwide.  Hired  Brains  Research   provides  consulting,  market  research,  product  marketing  and  advisory  services  to   the  software  industry.     Neil  was  a  contributing  author  to  one  of  the  first  (1995)  books  on  designing  data   warehouses  and  he  is  more  recently  the  co-­‐author  of  Smart  (Enough)  Systems:  How   to  Deliver  Competitive  Advantage  by  Automating  Hidden  Decisions,  Prentice-­‐Hall,   2007.  He  welcomes  your  comments  at  nraden@hiredbrains.com  or  at  his  blog  at   Competing  on  Decisions.     ©  2013  Hired  Brains  Inc.    All  Rights  Reserved