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How To Plan a Successful Big
                 Data Pilot


                 ++ Michael Gold
                  Chief Operating Officer - farsite

                 ++ Ryan McClarren
                  Chief Science Officer - farsite




                                                      copyright farsite group llc

data in focus.                                        copyright farsite group llc
topics

++ what is a big data pilot


++ what are the challenges to a big data pilot and how do you overcome them


++ big data pilot use case




                                                                              copyright farsite group llc

data in focus.
what is a big data pilot?

A big data pilot is: Doing predictive analytics on a mashup of
large data to help solve a business problem in a new way



 new types of data




 new sizes and velocities of data




 new technology platforms and tools




 new types of analysis


                                                                 copyright farsite group llc

data in focus.
what are the goals of a big data pilot?

To generate internal support for larger big data
initiatives by defining success and achieving it

What might success look like for an organization?


 demonstrate ROI of big data science for a business use case


 show that your group has the skills and ability to execute


 offer a detailed plan to operationalize




   need to be sensitive to
   current protocol and
   organizational culture


                                                               copyright farsite group llc

data in focus.
big data projects should be easy, right?

There has been a lot of press about big   Yet adoption of big data projects within
data in the last year                     organizations is far from universal

 So many articles in WSJ, McKinsey,
 HBR, and many more!




                                             credit: IBM


                                                                            copyright farsite group llc

data in focus.
big data projects should be easy, right?

It’s not easy because so much is new                This new environment requires
- new consumer behaviors                            thoughtful experimentation and trial &
- data types and size                               error
- storage mechanisms
- skills required
- ways of making decisions within an organization




                                                                                   copyright farsite group llc

data in focus.
big data’s big challenges: a people first strategy (doers)

what kind of internal team should
execute a big data pilot?

++ Open to trying new things

++ Interested in solving problems                            IT

++ Organizational influence

++ Bandwidth to engage meaningfully with the
  project
++ Skills to execute a data-driven approach to                    HR

  decision-making                                marketing




                                                                       copyright farsite group llc

data in focus.
big data’s big challenges: a people first strategy (executives)

how do you manage executive
                                                      department sales by variable
involvement?

++ Be a patient teacher

++ Represent methodologies and results with
  visual aids
++ Schedule regular status update meetings

++ Suggest that old and new methodologies run
  in parallel for a period of time - then a a bake-
  off between the methods to get stakeholders                                          Total Effect of
                                                                                     Variables on Sales


  comfortable using the new method




                                                                                            copyright farsite group llc

data in focus.
big data’s big challenges: business use case

where can you find a good business use
case?

++ Clearly communicated ROI potential

++ Opportunity to make an important but not
  company-altering decision whose results can
  be measured within two months of project
  completion
++ Small enough for a pilot but large enough
  that people care about the results
++ Be able to complete in 10 weeks

++ Sufficient data availability




                                                copyright farsite group llc

data in focus.
big data’s big challenges: data

how do you get the data you need?

++ Know who owns the data

++ Don’t choose a project that requires a data
  purchase
++ Communicate why you need the data and in
  what format(s)
++ Allocate sufficient time in project planning for
  data retrieval
++ Create security and governance protocols




                                                      copyright farsite group llc

data in focus.
big data’s big challenges: technology

what technologies are required for a big
data pilot?

++ None! (maybe) - don’t introduce too many
  new elements at once
++ Applications that perform ETL, statistical
  analysis, and reporting/visualization




                                                copyright farsite group llc

data in focus.
big data’s big challenges: scaling

how do you scale your big data pilot?

++ Plan people resources and training

++ Think through technology requirements

++ Prepare budgets

++ Develop short and long term goals

++ Manage the organizational impact

++ Recognize that others may be working on
 similar projects - support each other




                                             copyright farsite group llc

data in focus.
use case: national retailer

++ People: business analysts in customer
  insights and strategy
++ Executives: SVP Strategy, CFO

++ Business use case: understanding the
  different merchandise categories and how
  they relate to each other by transactions
++ Data: billions of transactions by SKU

++ Technology: R statistical package, Perl
  scripts
++ Scaling: Larger project about customer
  behavior operationalized within BI and
  datawarehousing platforms, shared across
  functional units, continuous improvement
  ongoing




                                              copyright farsite group llc

data in focus.
survey

Please take a moment to complete our
Pilot Project Survey

++ we will discuss the results at the end of our
  session



  bit.ly/pilotproject




                                                   copyright farsite group llc

data in focus.
topics

++ what is a big data pilot


++ what are the challenges to a big data pilot and how do you overcome them


++ big data pilot use case


++ WHAT QUESTIONS DO YOU HAVE?



 Join us tomorrow for our office hours

 Wednesday - 10:50 am - 11:30 am
 Rhinelander North (Table A)



++ CONTACT

-- Michael Gold
 michael@farsitegroup.com


                                                                              copyright farsite group llc

data in focus.

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How To Plan a Successful Big Data Pilot

  • 1. How To Plan a Successful Big Data Pilot ++ Michael Gold Chief Operating Officer - farsite ++ Ryan McClarren Chief Science Officer - farsite copyright farsite group llc data in focus. copyright farsite group llc
  • 2. topics ++ what is a big data pilot ++ what are the challenges to a big data pilot and how do you overcome them ++ big data pilot use case copyright farsite group llc data in focus.
  • 3. what is a big data pilot? A big data pilot is: Doing predictive analytics on a mashup of large data to help solve a business problem in a new way new types of data new sizes and velocities of data new technology platforms and tools new types of analysis copyright farsite group llc data in focus.
  • 4. what are the goals of a big data pilot? To generate internal support for larger big data initiatives by defining success and achieving it What might success look like for an organization? demonstrate ROI of big data science for a business use case show that your group has the skills and ability to execute offer a detailed plan to operationalize need to be sensitive to current protocol and organizational culture copyright farsite group llc data in focus.
  • 5. big data projects should be easy, right? There has been a lot of press about big Yet adoption of big data projects within data in the last year organizations is far from universal So many articles in WSJ, McKinsey, HBR, and many more! credit: IBM copyright farsite group llc data in focus.
  • 6. big data projects should be easy, right? It’s not easy because so much is new This new environment requires - new consumer behaviors thoughtful experimentation and trial & - data types and size error - storage mechanisms - skills required - ways of making decisions within an organization copyright farsite group llc data in focus.
  • 7. big data’s big challenges: a people first strategy (doers) what kind of internal team should execute a big data pilot? ++ Open to trying new things ++ Interested in solving problems IT ++ Organizational influence ++ Bandwidth to engage meaningfully with the project ++ Skills to execute a data-driven approach to HR decision-making marketing copyright farsite group llc data in focus.
  • 8. big data’s big challenges: a people first strategy (executives) how do you manage executive department sales by variable involvement? ++ Be a patient teacher ++ Represent methodologies and results with visual aids ++ Schedule regular status update meetings ++ Suggest that old and new methodologies run in parallel for a period of time - then a a bake- off between the methods to get stakeholders Total Effect of Variables on Sales comfortable using the new method copyright farsite group llc data in focus.
  • 9. big data’s big challenges: business use case where can you find a good business use case? ++ Clearly communicated ROI potential ++ Opportunity to make an important but not company-altering decision whose results can be measured within two months of project completion ++ Small enough for a pilot but large enough that people care about the results ++ Be able to complete in 10 weeks ++ Sufficient data availability copyright farsite group llc data in focus.
  • 10. big data’s big challenges: data how do you get the data you need? ++ Know who owns the data ++ Don’t choose a project that requires a data purchase ++ Communicate why you need the data and in what format(s) ++ Allocate sufficient time in project planning for data retrieval ++ Create security and governance protocols copyright farsite group llc data in focus.
  • 11. big data’s big challenges: technology what technologies are required for a big data pilot? ++ None! (maybe) - don’t introduce too many new elements at once ++ Applications that perform ETL, statistical analysis, and reporting/visualization copyright farsite group llc data in focus.
  • 12. big data’s big challenges: scaling how do you scale your big data pilot? ++ Plan people resources and training ++ Think through technology requirements ++ Prepare budgets ++ Develop short and long term goals ++ Manage the organizational impact ++ Recognize that others may be working on similar projects - support each other copyright farsite group llc data in focus.
  • 13. use case: national retailer ++ People: business analysts in customer insights and strategy ++ Executives: SVP Strategy, CFO ++ Business use case: understanding the different merchandise categories and how they relate to each other by transactions ++ Data: billions of transactions by SKU ++ Technology: R statistical package, Perl scripts ++ Scaling: Larger project about customer behavior operationalized within BI and datawarehousing platforms, shared across functional units, continuous improvement ongoing copyright farsite group llc data in focus.
  • 14. survey Please take a moment to complete our Pilot Project Survey ++ we will discuss the results at the end of our session bit.ly/pilotproject copyright farsite group llc data in focus.
  • 15. topics ++ what is a big data pilot ++ what are the challenges to a big data pilot and how do you overcome them ++ big data pilot use case ++ WHAT QUESTIONS DO YOU HAVE? Join us tomorrow for our office hours Wednesday - 10:50 am - 11:30 am Rhinelander North (Table A) ++ CONTACT -- Michael Gold michael@farsitegroup.com copyright farsite group llc data in focus.