Business Intelligence…

I had an individual reach out looking for help to implement BI… Business Intelligence.  With the onset of COVID their regular day to day business had shifted significantly as with so many. BI is a great tool to understand those shifts and emphasizes why architects are now more important then ever before.

I want to walk you through how I would tackle this…

My first thought is Information Architecture… it is the information architect that focuses on understanding and documenting:

  • the key information needed for decision making,
  • how and where information is stored and
  • how to access the intelligence information provides.

Business Intelligence to me means using information to predict trends, determine performance, and understand the client needs to name a few… 

How I would approach this:

  1. I would start with the senior executives (the ones accountable and liable for the organization) my goals is to really understand their objective and vision.  Business Intelligence is a huge area and covers the full organization so for this to be successful we need to set the scope and expectations. For example:
    1. Which area(s) of the organization are they interested in gathering intelligence on? 
    2. What type of intelligence are they interested in and would there be a need for a data warehouse?
    3. Long story short what would success look like and how would one measure to know success was reached?
  2. If you have taken any of my courses, you know that I always start with the business architecture and work from that… so my next step would be to understand the high-level business processes and their supporting activities.  This is how I reign in the information scope and focus on the area the senior executives identified.
  3. I would job shadow the processes to understand and document the key information needed for decision making.  This is NOT an invasive detailed shadow, remember I am not an analyst!
  4. Working with SMEs across the organization I would create a subset of an information roadmap and identify a few options for how to implement it.  This information would be presented to the senior executives to understand their priorities and appetite for change.

My Course: EA Part I – creating the consolidated roadmap provides the details behind each step including the templates that I use.

My personal goals are to work within the current organization.  I look for ways to use the resources at hand, reduce waste and potential risks, add value, and most importantly listen to the staff and employees as they are the experts.  I ask the questions and use my experience to bring an outside lens thus creating a valuable solution.

EA Part II – using the consolidated roadmap to implement change provides the details for how to implement the roadmap

EA Part III – evolving the consolidated roadmap to keep it current and relevant provides the details for how to report back to the senior executives and update the roadmap.

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Lisa Pantuso

Lisa Pantuso is passionate about business transformation. She has worked with corporate leaders and executives over the past 30-years making their visions and strategies come to life. Having worked across Finance, Health, Justice, Social, Natural Resource and IT industries Lisa is qualified to help your organization. Lisa is known for creating results and "doing it right", sought after for her ability to lead and engage the full organization through change.