When I was with a proprietary BI vendor (before the explosive disruptive model of Commercial Open Source BI), I spent 3 weeks on site with a prospect conducting a POC (Proof of Concept). It was well received for both its data integration and information delivery functionality. However, even though we had specific data integration capabilities that surpassed the competition, we still lost because the business users liked the competition's "Prettier Dashboards". The first thing out of the IT Director's mouth was... "Well, we went with
More recently, inspired by a colleague of mine, Gabriel Fuchs and his web post Data Visualization – Cool is Not a Key Driver! - I am still overwhelmingly surprised how much emphasis organizations put on the importance of "having nice looking dashboards" without really knowing what is involved under the covers. Further more they have a tendency to not know what charts or visualizations should "go" with "what" data. (You'll be surprised at how many simple line charts are used incorrectly or when to use or not use a pie chart) I have heard so many colorful descriptions I had to wonder if they really understood the business value behind a BI solution at all. From dashboards that are "Nice and Friendly" to those that are "Fancy, Sexy, Sizzle and In your face". At times I was wondering if they were describing their ideal mate or the latest and greatest automobile.
All too often, IT or the occasional business user will start researching BI solutions and stumble upon a software package that appears to do what they need. Perhaps they were able to get a "Fancy" dashboard up and running quickly. Soon they may find that the proposed solution is either too costly, not scalable, only runs on Windows, cannot access all their data easily or perhaps only provides dashboards and lacks other critical BI functionality. They may have been initially captivated by the Siren's music but soon realize that the "Fancy" dashboard was just skin deep. 1 out of every 10 calls that I am on reveals that the prospects are only looking for just dashboards. When further discovery takes place, it is also learned that the "dashboard only" deployment is usually for just a few users and localized departmental data, not exactly an Enterprise wide solution. The rest of the prospective calls are looking for Dashboards as well as Reporting, Analysis and more often than not, Data Integration. I mention Data Integration as well because these organizations have disparate data sources on many different platforms. They are looking to easily access, optimize and visualize this data that will be able to answer today's questions as well as tomorrow's questions, perhaps across the entire data set - not just a small slice.
Here are some important facts to remember:
- Most business users do not understand the value of BI
- It is important to show how BI can help knowledge workers do a better job
- IT cannot just throw a BI application at the wall of business users and hope it sticks
- BI is NOT a technology tool
- BI involves specific business processes
- BI applications can both drive revenue growth and can also reduce costs to optimize profits
- Do NOT assume that Subject Matter experts understand BI and its potential
- What is your definition of a successful evaluation?
- What data is needed in order to…..?
- Where is the data I need in order to….?
- How easily can I access all that data?
- Do I have the proper skill sets to deploy a BI Application?
- Do I want my business users to ask Ad hoc questions?
- What questions do I or my business users want to ask of the data?
- Do I need Operational reporting including schedule and distribution?
- What have I found from my existing BI application(s)?
- What actions do I want to take from my findings?