It's No Mystery... Mobile BI Will Rule in 2015
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*** Watch the webinar that goes with the slides! http://bit.ly/mobilebiwebinar *** Mobility is one of the biggest and most significant trends in enterprise and consumer technology right now. Business intelligence is no exception and is one of the biggest enterprise categories where mobile is making big changes. From situational awareness and real-time operations insights, to enabling a mobile workforce, mobile BI is changing business operations. Many organizations are behind the curve when it comes to mobile BI, yet it does not have to be herculean effort to get started. Learn the value of mobile BI, where to start, and best practices that will ensure a successful transition to mobile for your BI users and increased adoption. A few topics that will be covered: - Why you should use mobile to transition users away from traditional reports - Why many organizations haven’t made the transition yet - How to overcome these roadblocks to kick-start your project - The top challenges faced with mobile BI projects - Lessons learned on driving mobile BI projects
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It's No Mystery... Mobile BI Will Rule in 2015
- 1. It's No Mystery... Mobile BI Will Rule in 2015 5 important things to know to make it happen for your organization PRESENTERS Copyright © Smartbridge LLC. All rights reserved. 1 10/21/2014 Ryan Campanile VICE PRESIDENT Enterprise Information Management Atlanta, GA Matt DiBona DIRECTOR Enterprise Information Management Dallas, TX SmartbridgeInformationManagementWebinar Series
- 2. Watch the webinar that goes with these slides! Visit: http://bit.ly/mobilebiwebinar Copyright © Smartbridge LLC. All rights reserved. 2
- 3. Copyright © Smartbridge LLC. All rights reserved. 3 Today’s Agenda CONTENTS 1. Why Transition to Mobile BI? 2. Why Haven’t You Transitioned? 3. Overcoming These Hurdles 4. Common Mobile BI Implementation Challenges 5. Mobile BI Implementation Lessons Learned
- 4. Why Transition to Mobile BI? The world’s mobile worker population will reach by 2015, representing a staggering 37.2 percent of the total workforce 5 60% Copyright © Smartbridge LLC. All rights reserved. 4 50% of mobile BI users will rely exclusively on mobile devices for insight delivery by 2015 1 1 – Gartner 2 - Forrester Research 3 – Avanade 4- CDW 5-IDC Use of business-owned tablets will rise by nearly double-digit percentage points in the next five years, excluding the BYOD programs 2 A majority of small business IT professionals agree that mobile devices make their company more efficient through improved communication, increased productivity and streamlined business processes 4 of companies report that most of their employees use personal computing devices at work 3 1.3 billion
- 5. Why Transition to Mobile BI? The Value of Mobile Business Intelligence Simplified, intuitive analytics By the nature of mobile devices, we have to make the information more intuitive and succinct Faster, better decisions Ability to hasten the decision-making process, by extending critical information out to decision-makers faster Increased productivity The most potent advantage that organizations can gain from mobile BI is "in-the-moment" transformation of their business processes. 1 Copyright © Smartbridge LLC. All rights reserved. 5 Increased user engagement By allowing users to work the way they want, when they want Increased collaboration Mobile devices are shown to foster collaboration by putting the ability to connect at the fingertips of the user 1 - Accenture
- 6. Why Transition to Mobile BI? Mobile Intelligence & Prescriptive Analytics Expected Outcome From Alternative Copyright © Smartbridge LLC. All rights reserved. 6 Predictive & prescriptive analytics enable decision management Option A Option B Option C Mobile + enablement Recommended Option Expected Outcome From Alternative = THE BEST DECISION AT THE BEST TIME DRIVING COMPETITIVE ADVANTAGE
- 7. Why Haven't You Transitioned? “We’re not ready to tackle mobile yet” • Current Enterprise BI solution doesn’t support mobile • Lack of skilled resources • No mobile security defined • “We have no mobile Not ready to support mobile infrastructure standards and too many devices” “What is the ROI on this mobile BI project?” • Business case not compelling enough • Cannot solidify adequate executive support • No clear change agent Copyright © Smartbridge LLC. All rights reserved. 7 • Can’t decide which mobile devices/platforms to support • No corporate BYOD policy
- 8. Overcoming These Hurdles Copyright © Smartbridge LLC. All rights reserved. 8
- 9. Overcoming These Hurdles Leverage your software and services vendors to help you quantify the value of the initiative If devices are company-issued, consider limiting options in order to establish a de facto standard over time Copyright © Smartbridge LLC. All rights reserved. 9 Use your executive champion to trigger an enterprise clarification of BYOD policy Identify an executive champion for the initiative who will evangelize and drive change Consider using 3rd party software and services to accelerate the initial project; learn from them 2 Begin by proposing a tightly scoped and limited release pilot to simplify implementation and minimize technical complexity 1 3 4 5 6
- 10. Now that your mobile BI initiative has been approved… Copyright © Smartbridge LLC. All rights reserved. 10
- 11. Common Mobile BI Implementation Challenges Just copying the old reports to a mobile app Not fully considering the mobile user experience during design Not starting with the best first mobile BI use case Not enough time to address infrastructure, deployment, security issues Not enough support from the business/user community Copyright © Smartbridge LLC. All rights reserved. 11
- 12. Mobile BI Implementation Lessons Learned 1 Don’t just copy the old reports; Spend time to understand the functional aspects Copyright © Smartbridge LLC. All rights reserved. 12
- 13. Mobile BI Project Lessons Learned 1. Don’t just copy the old reports; Spend time to understand the functional aspects Even if you are just enabling mobile delivery for a currently well established report or set of KPIs, there are still items to consider Consider how the mobile form factor can transform the process of the current state Are all the KPIs on the current reports used and necessary? What actions are being taken? Copyright © Smartbridge LLC. All rights reserved. 13 Are there unrelated KPIs that are being grouped together? How are the related metrics used? What is the analytical workflow? Which metrics are viewed first (primary)? Which are viewed only if there are issues with the primary metrics (secondary)? Would adding transactional capability streamline this process? Could these metrics be embedded in a standalone mobile app for a specific purpose?
- 14. Mobile BI Implementation Lessons Learned 1 Don’t just copy the old reports; Spend time to understand the functional aspects 2 Focus heavily on the mobile user experience Copyright © Smartbridge LLC. All rights reserved. 14
- 15. Mobile BI Project Lessons Learned 2. Focus Heavily on the Mobile User Experience Due to the proliferation of consumer mobile apps, users have NO tolerance for a poor user experience on a mobile device Think like a consumer using an app from the app Copyright © Smartbridge LLC. All rights reserved. 15 store Less is more: Make it very simple, but exceptional! Performance should be the highest priority, even over most functional requirements Know your audience and users: Who, When, Where, How they will be using the application Leverage the capabilities of the mobile BI platform
- 16. Mobile BI Project Lessons Learned 2. Focus Heavily on the Mobile User Experience: Mobile UI Design Copyright © Smartbridge LLC. All rights reserved. 16 Consider the limited screen real estate Less is more, only display most important information and navigation; Others can be buried deeper in the flow Avoid temptation to add more since “That’s what they had before”
- 17. Mobile BI Project Lessons Learned 2. Focus Heavily on the Mobile User Experience: Mobile UI Design Copyright © Smartbridge LLC. All rights reserved. 17 Create an intuitive and analytical workflow Do not clutter the screen Use the Summary/Detail pattern or other similar mechanisms to allow an intuitive analytical workflow fitting the device Franchisees Franchisees
- 18. Mobile BI Project Lessons Learned 2. Focus Heavily on the Mobile User Experience: Mobile UI Design Copyright © Smartbridge LLC. All rights reserved. 18 Ensure that UI elements are sized appropriately for the use and mobile form factor Consider the standard gestures and design for them
- 19. Mobile BI Implementation Lessons Learned 1 Don’t just copy the old reports; Spend time to understand the functional aspects 2 Focus heavily on the mobile user experience 3 Start small initially and build momentum through success Copyright © Smartbridge LLC. All rights reserved. 19
- 20. Mobile BI Project Lessons Learned 3. Start small initially and build momentum through success Start with a process or use case that is well established in current state This will minimize the risk associated with adoption since the user will not be trying to learn the modified process and the new mobile workflow Start with a pilot; phase rollout over time pilot first > expanded pilot > full rollout One form factor (phone or tablet), limited device types For example, if most users will use smartphones and 75% have iphones start with iphone only to that sub user group Copyright © Smartbridge LLC. All rights reserved. 20
- 21. Mobile BI Implementation Lessons Learned 1 Don’t just copy the old reports; Spend time to understand the functional aspects 2 Focus heavily on the mobile user experience 3 4 Start small initially and build momentum through success Get the underlying deployment and security details worked out beforehand Copyright © Smartbridge LLC. All rights reserved. 21
- 22. Mobile BI Project Lessons Learned 4. Get the underlying deployment and security details worked out beforehand BYOD Policy Engage with Legal/HR to ensure this is ready and users have accepted the policy before go-live Mobile Infrastructure There will inevitably be additional infrastructure needed to support the mobile application so make sure these items are addressed ahead of time with enough contingency for issues Mobile Device Management The selection and implementation will typically take longer than to build your first application of Mobile BI, so be sure this project begins in advance Mobile Security Work out the security architecture ahead of time. Your Mobile BI platform may have authentication and authorization mechanisms but these will have to integrated with the MDM tool if that is leveraged for the mobile security standard Copyright © Smartbridge LLC. All rights reserved. 22
- 23. Mobile BI Implementation Lessons Learned 1 Don’t just copy the old reports; Spend time to understand the functional aspects 2 Focus heavily on the mobile user experience 3 4 5 Adoption is not a one-time event; Nurture it throughout Start small initially and build momentum through success Get the underlying deployment and security details worked out beforehand Copyright © Smartbridge LLC. All rights reserved. 23
- 24. Mobile BI Project Lessons Learned 5. Adoption is not a one-time event; Nurture it throughout Sponsorship Communication Change Management Copyright © Smartbridge LLC. All rights reserved. 24 Relevance • Involve users in requirements definition • Involve users in concept/prototyping • Content tuned to roles • Timely data refreshes • Consistent definitions • Info desired when away from office Usability • Intuitive user interface • Easily accessible • Fast response time • Uses common gestures • High quality information • End user training/documentation Utility • Simplifies duties • Expands user’s capabilities • Makes them more self-sufficient • Available anywhere, anytime • Delivers desired value Adoption The users will feel: • Engaged • Empowered • Confident • Excited • Clarity • Valuable • Eager to drive value • Freedom WHAT is delivered HOW it is delivered • Executive-level support • Department-level support • SMEs and liaisons allocated • Sense of urgency • Celebrating successes • Regular Status Updates • Making and meeting internal/external commitments • Departmental liaisons • BYOD policy • Evangelizing by executive champion • Design new mobile analytical workflow • Define change management plans • Formalized feedback mechanisms • Include Executives as early adopters
- 25. Copyright © Smartbridge LLC. All rights reserved. 25 Key Takeaways 1. Don’t overlook the functional aspects and the transformational nature of mobility 2. By starting small you can decrease the time to value and avoid wasted investment from not hitting the mark initially 3. The mobile user experience should be treated with a much higher priority than previously 4. Start early and allocate more time to establishing the mobile infrastructure 5. Engage users and the champions of the initiative from the beginning
- 26. Copyright © Smartbridge LLC. All rights reserved. 26 HOUSTON OFFICE 2925 Briarpark Drive Suite 140 Houston, TX 77042 info@smartbridge.com 877.627.8274 Matt DiBona Dallas, TX mdibona@smartbridge.com 214.862.7175 Ryan Campanile Atlanta, GA rcampanile@smartbridge.com 713.410.1911
Notes de l'éditeur
- Thank you for joining us today for the latest installment in Smartbridge’s Information Management Webinar Series. Today’s topic will be about Mobile BI in 2015 – 5 important things to know to make it happen for your organization. I am Matt DiBona, a Director in the Smartbridge Enterprise Information Management practice. And I am Ryan Campanile, Vice President of our Enterprise Information Management practice.
- Today, I am going to cover the reasons to make the transition to Mobile business intelligence, some common reasons why organizations haven’t transitioned, and how to get over those hurdles. Ryan will then lead us through some of the common challenges faced during a Mobile BI implementations and some of the lessons learned we have compiled over our years of delivering BI solutions on Mobile.
- So the first topic I want to address is the question, “Why Transition to Mobile BI?” To help answer that, it is important to understand where the industry is in this transition. As you can see here, the trend is moving towards mobile delivery of everything, and business intelligence and analytics are no different. More and more people will have either company issued devices or be using their own devices. So in spite of whether your company chooses to enable its users by delivering killer apps, they will still find ways to incorporate their phones and tablets into their job. Based on these industry statistics, let’s take a quick poll to see where the audience is with Mobile BI initiatives at their organizations.
- Based on the fact that people have the devices (whether company-issued or personally owned), allowing users to use their devices will allow them to engage further and be more responsive, as you are letting them do what needs to be done when it needs to be done wherever they happen to be. Further, the more likely they are to view the information because it is with them all the time, the more likely they are to work with others to resolve any particular issues identified. Example: in a field operations organization, you can allow users to see how things went yesterday before they even get out of bed. They can then forward the concerning insight/metric to the right person first thing. On the right hand side, by delivering information in an intuitive way on a mobile device, it helps simplify the process for making decisions. So not only can decisions be made faster, but they have a higher likelihood of success because the decisions are being made on facts presented through the dashboards, and actions are being taken more timely. All of these benefits combine to ultimately drive Increased Productivity. People are engaged and motivated to work together because Mobile BI makes it easier to do so. Putting insights into your employees hands will allow them to accelerate their business process, which makes them feel more empowered and allows them to deliver higher value.
- Now, another major trend in BI is moving from the diagnostic analytics world of answering, “What happened?” to the predictive “What will happen?” or prescriptive “How can we make it happen?”. Predictive and prescriptive analytics can allow a user to see the various potential options for action, and help them choose the one with the best expected outcome. Coupling advanced analytics along with mobile delivery of these insights gets us closer to the “holy grail” of being able to make the best decisions at the best time. If you are able to provide this capability to your users wherever they happen to be, you are truly positioning the team to drive competitive advantage in the marketplace. Example: As a restaurant manager, I may not know that weather later today is expected to be bad. Predictive analytics suggests that our labor should be reduced later in the day because customer traffic is predicted to be low based on a model developed correlating weather to guest counts. If I were to receive an alert on my mobile device, then I don’t have to be in front of my computer in order to take the recommended action of cutting some of the staff earlier tonight.
- Based on our earlier poll, not everyone has transitioned their entire Enterprise to using Mobile BI. Let’s explore a few of the major reasons we have seen on why organizations haven’t gotten there yet. First, “We’re not ready to tackle mobile yet”. There is definitely a need to prepare for using Mobile as part of your BI delivery platform. First, the software you use needs to offer mobile capabilities, and not all enterprise BI solutions are created equal in terms of their support for mobile delivery. But beyond the software, there are obviously remote access and security considerations that also must be considered. Secondly, we find that companies haven’t yet tackled the challenges of BYOD and mobile device proliferation. And lastly, like any technology initiative, it can be difficult to enlist the necessary support to get the initiative off the ground. So let’s take another quick poll of the audience – what are the challenges you expect to face (or have faced) in trying to get your Mobile BI initiative off the ground?
- As our poll suggested, there are various reasons why Mobile BI initiatives haven’t been successful yet. So let’s explore some ways to help you get over these internal hurdles to get your initiative launched.
- (1) First, it is important to determine who will carry the torch for Mobile BI. Often this is someone in operations, because they have a larger contingency of remote-based staff. This person needs to have a strong and respected voice among executive leadership and the employee population in general. (2) Next, use this champion to drive clarification of your organization’s BYOD policy. This discuss will likely involve IT, HR, and Legal, as well as representation from the lines of business. The goal is to establish a policy that protects both the individual and the company, and doesn’t create too much bureaucracy or fear of “big brother”, but refines your existing Acceptable Use Policy to include BYOD. (3) On the topic of device proliferation, we’ve seen companies begin to reduce the number of options given to employees if company-issued devices. This will allow for a standard to evolve over time without the company incurring significant cost to replace existing devices that may not be at the end of their useful life. (4) & (5) As with any new technology initiative, it is important to set yourself up for an initial success, so it makes sense to engage third parties to help tightly scope the initial project that is up for approval. It can be smaller, faster, and more successful if you use the collective experience of these third parties who have been through this before. (6) And lastly, leverage these third parties to help build the business case to get your initiative approved. They have a vested interest in the project getting approved, so lean on them for their expertise in quantifying the business value of the initiative.
- By following these recommendations on overcoming the hurdles standing in the way of your Mobile BI initiative, hopefully you now have been given the green light. I’m going to hand over to Ryan Campanile to take you through the implementation side of your Mobile BI initiative.
- Not fully considering the mobile user experience during design Viewing something in a mobile browser doesn’t typically leverage the inherent strengths of the native apps available (more intuitive widgets, gestures, GPS or other sensors, etc.) Users expect extremely high performance like their other consumer apps; if it’s slow they won’t use it Things that work well on the web don’t translate perfectly to the tablet; things that work well on a tablet don’t translate directly to the phone Not starting with the best first mobile BI use case Starting with a scenario that is new or isn’t broadly used would Simply copying old tabular, “print-style” reports onto the mobile device Attempting to enable a capability that is very detail-oriented with multiple levels of drill-down Trying to deliver too many requirements and form factors initially Infrastructure, Deployment, Security issues BYOD policy is undefined, unclear, or incomplete A Mobile Device Management solution is not in place Do you have a solution that handles establishing a secure connection to the corporate network, automatically pushes apps and app updates, ensures OS/patch compliance, and can handle remote wiping of sensitive information? While mobile BI apps can be connected to your BI servers if externally facing, are you aware of what information is stored locally, and whether information is encrypted in transport? Too many devices causes complexity: Phones, tablets, phablets – Even Apple now has 4 phone resolutions supporting IOS8 Not enough support from the business/user community