During the first two “waves” of business intelligence, IT professionals and business analysts were the keepers of BI. They made BI accessible and consumable for end users. While this approach still applies to complex business intelligence needs, today there is a new “wave.” This third wave of BI makes BI available to every kind of user. As customer strive to take advantage of the digital transformation that is occurring in virtually every industry, they need to re-evaluate how they engage with their customers/prospects, how they transform their products and operations, and how they empower and understand their employees.   In today’s world, doing each of these things is more and more reliant upon data…traditionally, everything you knew about your customers and prospects was available in your business application systems and in the heads of employees. You learned almost everything about your products BEFORE they left your warehouse. Employees used technology more to enter data than to learn from it.   In the data-driven world we live in today, leveraging intelligent insights from data across customers, products, and employees is critical to be able to stay competitive and keep up with or lead digital transformation in any industry. And this isn’t just a customer’s typical business application data – it’s also about augmenting the customer’s data with additional data (e.g. search, employee behavioral data, sentiment data, benchmark data, etc..) – and applying the right intelligence to drive meaningful insights.

1. Modern BI
Design & Implementation
October 10, 2019
David J. Rosenthal, Digital Business
Tr u s t e d I T S o l u t i o n s . E x p e r t I n t e g r a t i o n . R e l e n t l e s s I n n o v a t i o n .

2. Agenda

5. 80% of the
existing data is
unstructured
Exabytes
3000
4000
5000
6000
8000
9000
7000
90%
2010 2020
of worldwide
data has been
created in the
last 4 years
Sensors and
devices
Social
Media
VoIP
Corporate
Data
50x2010 to
2020
Growth of

8. Data culture

9. Yet, fewer than 25% of workers have access to analytical insights

10. What if you could
empower everyone with
analytics anywhere
decisions are made?

12. Everyone
Analyst to end user
IT to end user
2nd wave
Self-service BI
1st wave
Technical BI
3rd wave
End user BI

13. … and creates new challenges
Everyone
Analyst to end user
IT to end user
Multiple data sources
Data residing in cloud solutions and on-
premise locations is difficult to access and
refresh securely
End-to-end view
Data often resides in disparate locations,
making it difficult to see a complete picture of
your business
Complex system
integration
Traditional BI solutions span multiple
applications and services. Sharing data across
systems requires each system to understand
the location, structure and meaning of the data.
Business data has no
structural or semantic
consistency
Different applications, departments, and
analysts define data in different ways, which
makes data exploration, and reuse of data and
apps extremely challenging.
Right data for the
right users at the right
time
Different roles have different need and
business users need the latest operational data
Silos
Employee doesn’t know how to create or share
reports and use different tools and create
inconsistency

14. “If you don’t decide upfront,
someone else will later”

15. Secure data and permission
Publish data to the entire organisation
Report lifecycle management
Sharing Reports
Themes, standard look and feel
Licensing
Monitoring and Auditing
Hybrid, Cloud and Gateways
Architecture choices, consolidation
Personas

16. Governance Model
EDW
BUSINESS UNIT
DASHBOARDS, KPIS
& SCORECARDS
DEPARTMENTAL, TEAM
OR GROUP REPORTING
PROJECT REPORTING
PERSONAL REPORTING
TIGHT CONTROL
LESS CONTROL

17. Implementing
Governance
Every enterprise is unique
Determine initial principles and goals
Balance the needs of IT and the business
Have a roadmap
Ongoing monitoring and processes

18. 1
2
3
4
5
PowerBI.com
1
3
4
5
6
76
8
2
7

20. Modern BI Design and Implementation
Razor Technology’s Modern BI Design and Implementation offer creates a personalized BI
Governance roadmap that address all the key considerations that any company has to deal in this
area. The offer also delivers a dashboard with statistics of current BI usage and user behaviors as well
as a minimum viable product of Modern BI environment.
20
Potential Benefits
Provide strategic agility using the power of the BI
platform and making decision faster supported by
data.
Drive data culture by increase adoption of BI in the
organization removing data silos, technical roadblock
and increase collaboration.
Reduce risks related to data quality, security
compliances and access.
Avoid uncontrolled proliferation of BI apps and reports
and standardize reporting and dashboards
Create trusted data source.
Project Scope
• Explore and understand a high-value business problem or opportunity
• Assess environment relevant to the business problem/opportunity
• Architect new solution in Azure or hybrid environment
• Deploy platform in production (only available only in Advanced)
Deliverables
• Document Solution Roadmap and governance framework
• Develop Monitoring dashboard
• Create custom reports and visualizations (only available only in Advanced)
• Deploy new Azure Solution (only available only in Advanced)

21. Modern BI Design and Implementation: project phases
Platform Enablement
Envisioning and
Architecture
Governance and
Monitoring
Implementation
Sprint 1 Sprint 2+Sprint 0
backlog
Sprint n
UAT
Identifying high value business
use cases.
Define the business case
considering:
• Business Led BI to IT
Centric BI,
• Departmental BI to
Enterprise BI,
• Enable Self-service BI
• Enable Advanced BI use-
cases (Data science,
Embedded BI).
Get a view of the current BI
environment.
Determine how the business
case effects or change the
current BI environment.
Define the target architecture
supporting the business case
Map the use cases to features,
creating the product backlog
for the implementation of the
BI Roadmap
Define the Governance requirement
for the Power BI Platform:
• Define the logical architecture
• Define the governance process
• Define the governance roles and
responsibilities
• Define the governance metrics
Collect details for a usage metric
dashboard to monitor the Modern BI
environment.
Configure a DevOps environment in
Azure to enable the delivery of future
Power BI reports and dashboards.
Define the implementation roadmap
and next steps after implementation.
Participate in
integration Testing
Participate in
Functional Testing
Closeout report
Establish the BI Platform
Provision On-Premise Data Gateway
Security Configurations
Power BI Workspace Configurations
Provision Azure Architecture
components
Provision Azure DevOps / Git
Complete planned
product backlog.
Release production pilot
Implement a usage metric
dashboard to monitor the
Modern BI environment.
Create reports and
dashboards for one use
case or business unit.
Adoption and Change
management (ACM)
Secure development
environment
Identify management
Outcome
• Architecture recommendations*
• Governance guidance*
• Security configuration*
• Backlog plan*
• PBI Dashboard with usage metrics
• Deployed Azure Solution
• Use case implementation with PBI
Dashboard
Backlog – recommended add-on
• Adoption and Change management (ACM)
recommendations*
• Secure development environment
• Integration with Azure Identify
management
(*) Documentation

22. On-Premise Data
Data
Gateway
Long term
Store
Compute Serving
Storage
Orchestration
Power BI Service User AccessAzure Component Architecture
AZURE DATABRICKS
DATA LAKE STORE
BLOB STORE
SQL DB
SQL DB
AZURE ANALYSIS
SERVICES
Power BI Imported Data set
Power BI
Imported Data set
Power BI
Live Data set
Developer Access
Data Factory
POWER BI DESKTOP
POWER BI MOBILE
POWERBI,COM
In Scope
Platform Enablement
Architecture

23. Summary
Governance can help you plan head for
success
Business and IT requirements needs to align
to reduce risks while continue to be agile and
productive
Governance helps to create organization
consistency with reporting and report
accuracy
Governance process with Modern BI Design
and Implementation helps drive a data driven
culture

24. Engagement Initiation
Razor learns about the
overarching needs of their
customer and their
corresponding outcomes.
The Razor team begins the
engagement with key
customer resources.
Razor prepares a statement
of work that is based on the
agreed-upon approach.
Razor assembles an expert
staff that will conduct the
implementation.
Razor presents approaches
and Solutions that can help
achieve outcomes.
Next Steps

25. Find more information about Power BI: http://www.powerbi.com
Schedule your Modern BI Design and Implementation engagement through your Razor Technology
representative.

26. © 2019 Razor Technology www.razor-tech.com
@DavidJRosenthal
Slideshare
www.razor-tech.com
5 Tower Bridge
300 Barr Harbor Dr., Suite 705
West Conshohocken, PA 19428
www.razor-tech.com
David.Rosenthal@razor-tech.com
Cell: 215.801.4430
Office: 866.RZR.DATA
LETS KEEP IN TOUCH
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27. © 2018 Microsoft Corporation. All rights reserved. Microsoft, Azure, Cortana, Excel, Power BI, and SQL Server software are trademarks of the Microsoft group of companies. Other products mentioned that are not trademarks include Microsoft Office and Power BI. The names of
actual companies and products mentioned herein may be the trademarks of their respective owners.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. February 2019
*Gartner “Magic Quadrant for Analytics and Business Intelligence Platforms,” by Cindi Howson, James Richardson, Rita Sallam, Austin Kronz, 11 February 2019
The above graphics were published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any
vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research
organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered
trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

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