The Indicee Blog

Business Intelligence class needs a makeover

by Geoff Devereux on May 25th, 2010

The title of this post is an homage to Dan Meyer, a high school math teacher and TED speaker.  He argues that the traditional methodology for teaching math is fundamentally flawed.

“I sell a product to a market that doesn’t want it, but is forced by law to buy it.” – Dan Meyer

Watching his talk, I couldn’t help but draw a parallel to the way the Business Intelligence concepts and methodologies have traditionally been presented to non-techies.  Is it just a matter of complex tools?  Or is it deeper?

“The formulation of a problem is often more essential than its solution, which may be merely a matter of mathematical or experimental skill”  – Albert Einstein

Meyer references this quote by “the man”, Albert Einstein.  Can you think of how B.I. manages the formulation of data schemas, hierarchical data models, nesting, etc?  Bust open a textbook or Wikipedia, read it, then ask yourself, how engaging would this content be to someone who:

1. Lacks initiative

2. Lack perserverance

3. Lacks retention

4. Has an aversion to word data problems

5. Eagerness for formula reporting output

Meyer highlights these factors as being emblematic of his captive audience in the classroom.  I’ve made a couple of adjustments to tweak the context to that of B.I.  If you don’t agree that these factors apply equally to the vast majority of business users of B.I., please speak up.

Advances in technology are creating the ability to put the tools into the hands of the end user.  Our technology is proof of that; however, we still have some serious work to do on the owner’s manual.

For example, How would you deconstruct the process of building a data hierarchy to facilitate creation of a Data Mart?

I’ve recently started volunteering with Junior Achievement teaching business concepts to 5th graders.  You can see the attention of my little budding capitalists wax and wane throughout the session.  They haven’t yet learned to hide their expressions so when they “check out” it’s pretty obvious. But I’m glad for it.  I know exactly when I need to inject some PT Barnum into the act.

Let’s do the same for Business Intelligence.

Here’s Dan Meyer’s suggestions for fixing math education delivery.  Let’s do the same and give Business Intelligence class a makeover.

The Fix

1. Use multimedia

2. Encourage students business users intuition

3. Ask the shortest question you can

4. Let students business users build the problem

5. Be less helpful

I encourage you to watch the whole talk (below):

Enjoy!

  • Share/Bookmark

Reflecting upon Sage Insights 2010

by Scott Pledger on May 22nd, 2010

I am back in the office after a whirlwind trip to Denver for the annual Sage Insights conference. This 2010 edition was my first as a Sage alumnus and I came away with a feeling that not only is Sage, and its ecosystem of partners, world-class in business but also as people. I guess I knew this all along, but sometimes it takes time away to truly appreciate it.

Here are a few of my conference observations:

Cloud computing is moving to the forefront of the Sage product strategy. In his keynote presentation, Himanshu Palsule, EVP of product strategy and marketing, called cloud computing one of two major trends to capitalize upon and introduced Sage North America’s cloud-based “connected services” as a key product strategy pillar. Connected services take “the richness of on-premise applications and connect to the reach of cloud-based services.” The launches of Sage SalesLogix Cloud and Sage Fundraising Online are examples of Sage dipping a toe in the “cloud” water (does that make it “rain”?)

Visitors at Indicee's booth at Sage Insights keenly interested in Cloud BI....or maybe Craig was sharing another uproarious story from trade shows past.

Business intelligence continues to gain in prominence within the Sage community. This year’s conference featured an entire presentation track dedicated to business intelligence, analysis, and reporting. And if the buzz at the Indicee booth was any indication, the opportunities for cloud-based analysis and reporting solutions are immense. Business partners outlined the challenges that clients are facing when it comes to creating and updating reports especially when the data resides in multiple systems such as Sage ERP MAS or Sage ERP Accpac and SageCRM. Conversations also revealed that the complexity and costs of typical on-premise BI solutions are often barriers to adoption.

Sage ERP Accpac – still near and dear to me – continues to garner much attention as the ERP of the future (very near future with Version 6 beta just around the corner); the slick user interface and improved workflow continue to impress. Kudos to the product team under the leadership of Scott Zandbergen, Erik Kaas, Alok Tyagi, and others.

The Simply Accounting group under the stewardship of Jamie Sutherland continues to be one of the most innovative teams in the Sage family. They have followed up on the success of Billing Boss, the online invoicing tool, with a mobile payment processing solution called Payment Boss.

Sage continues to be the “partner’s choice” for top vendor–forthrightness, integrity, and accessibility are a few of the words that come to mind to describe Sage. Speaking with fellow attendees and trolling the online forums, common themes are the positive feeling about the Sage team and a real bullishness about the Sage strategy.

A big shout-out to the entire Sage team for pulling off another successful Insights conference. Can’t wait until Sage Summit 2011 in DC.

Keep dialed into this channel for more Indicee news including the upcoming launch of our iPhone & iPad mobile reporting application (incidentally, Himanshu indicated that mobility was the other key trend influencing Sage product direction).

Scott Pledger

  • Share/Bookmark

Road Warriors

by Craig Todd on May 18th, 2010

What is it about life in a startup that is so compelling? Certainly not the coffee. We have amazing developers in our company, none of whom left a promising career as a barrista to join our team.

For me, it’s the opportunity to have impact. The ability to go out on a limb. The chance to come up with ridiculously creative ways to save a buck.

Attending Sage Insights 2010 conference in Denver this week. Hanging with old friends and making new ones in the Mile High City. For those of us that have done time as the “booth babe” or “demo dolly”, traipsing our laptops, banners, flags, t-shirts, business cards and promotional literature around the country, we recognize the high cost of shipping all of our wares from show to show. After 10 years and over 100 shows, someone suggested I try taking my booth on the airplane with me. Ok, it’s hardly carry-on luggage. The pilot never comes on to suggest that anyone wheeling aboard a trade show booth should please place it in the overhead bins wheels first. I took it anyway. It’s about $800 to ship one of these things, not to mention, for us Canadians, the pain and suffering of dealing with customs brokers while cross-border shipping.

So, away I went, booth in hand. If you’ve never shipped one, they’re not exactly teensy. About 65lbs and over 3 feet tall. Basically, it’s like shipping an 8 year old. A really wide 8 year old with wheels on the bottom. I expected it to take a while for everyone to figure out what to do with my over-sized package, so I made sure I arrived very early for my flight. Much to my surprise, they’ve handled this sort of thing before. No problem. 25 bucks and a baggage tag later, I was dropping the booth off at the oversize bag check-in.

Of course, arriving in Denver, I fully expected to deal with lost luggage, my booth bound for Spain. Nope. There it was, in all its glory, already unloaded from the belt when I arrived by the carousel, and as fast as I could wheel it over to the regular luggage offload area, there was my suitcase. Now, of course, I’m expecting the worst. Nothing goes this well for me when traveling. Must be a hassle waiting for me with the cab, the hotel, the delivery of the new shirts, something. Wheeling out the big black case, the suitcase and the laptop bag, I head for the taxi stand, fully expecting a negotiation with a mini-van driver on the oversize nature of my belongings. Instead, I’m greeted enthusiastically by a driver who insists he can fit everything into his car. And he does. Flat rate to city, just like everyone else. Tipped well.

Checking in? Everything is ready Mr. Todd (note, they actually used my real last name and got it right. Interchangeable first and last names are a curse, but that’s a whole other story.) Oh, and there’s a package waiting for you – must be those shirts you ordered. Wow. At this point, I’m waiting for the Apocalypse. Nothing goes this well on the road.

The point of the story? None really. The next step was to get ourselves to the store and buy some monitors to give away at the booth. Renting ANYTHING for a trade show is outrageously expensive. $1400 for internet service, $1000 for carpeting and vacuuming, $300 to rent a monitor, $3.50 for a bad cup of coffee – you get the idea. So, instead, I buy brand new monitors and give them away. Makes me happy – no waste. Instead of renting at inflated rates and wasting money, I get to make 2 people really happy as they wing home with their new monitors.

We head down to the local Office Depot store and find the monitors we want. “We’ll take two”, we say. “Sorry, I can only sell you one”, is the reply. Apparently, “one to show and one to go” is their stocking policy and they refuse to sell their display monitors. Fortunately, the store manager arranges for us to pick up a second one at the other store. We hop on Denver’s free tram service (really cool service that runs the length of the 16th Street mall) and a short 3 or 4 or 6 or 7 blocks away – depending on which story you believe – we pick up our second monitor and we’re away to the races. Oh ya, stopped by the Capitol Building for a photo opp with monitor – I think we’re making this a tradition.

Keynote session has just let out. People to meet, coffee to be had. 7 hours at the booth ahead. No sweat, I’m wearing comfortable shoes.

  • Share/Bookmark

Business Intelligence Adds a Dimension to Your Strategy

by Geoff Devereux on May 10th, 2010

Everyone wants meaningful Business Intelligence (B.I.).  At least, everyone who hopes to do well in business endeavours to do so intelligently.  Everyone I know anyways.

Recently, someone kindly pointed out that B.I. is actually DETERMINISTIC as opposed to intelligent by its very nature…. being just a construct of rules and structure within an IT system.

This comment was brought about through a discussion around creating B.I. solutions, what is a good approach.

The talk actually ended sounding more like a Philosophy class than an IT group.  Inductive and deductive reasoning.  Asking questions.  Treating matters objectively.

Stuff about helping management understand their own strategy by questioning manifest business processes.  In order to arrive at answers to seemingly imponderable business questions.  Things like, “What are your business goals?”

Some Focus Points

- Let outcomes guide decisions

- Let goals guide focus

- Let value guide priority

* NORTH STAR Business Intelligence

The above-mentioned firm put on a talk through TDWI (The Data Warehousing Institute) in Vancouver last Friday and I was fortunate enough to attend.  For anyone local who is looking to better understand the B.I. space, these monthly meetings are a good start.  The local chapter is fairly “young”, but it’s been growing and I’ve got to say, the meeting was quite interesting.

Some other points that jumped out were:

- B.I. is a technical issue, but success is a human issue

- Always keep the broader vision in mind

- Understand that business processes, definitions, and meanings change over time

- Greenfield B.I. projects have an advantage [over existing systems (i.e. no baggage)]

- Think big picture, work the details

and – Choose for impact!


It appears the growing consensus in this group is that the technical barriers aren’t what is standing in the way of getting good B.I. spread all throughout the organization.  But it’s organizational psychology that sometimes stinks.

There’s a delicate balance that has to be struck.  Top management don’t want to feel like they are being lectured, or questioned.  But it’s education and Socratic inquiry that are required if the end B.I. solution is going to work.

In my view, part of the difficulty is that management doesn’t necessarily have their strategy worked out to the level of detail really required to get a “perfect” solution.  There’s a lot of moving parts regardless of business size.  But don’t look at me I’m just a software vendor.

Do you think I could be counted on to whip business strategy into shape?

Anyway you slice it, I think B.I. and strategy will always be inextricably linked.  As mentioned in the talk, these are tied into part of a feedback loop.

Helpful to remember this stuff.

Enjoy!

  • Share/Bookmark

Dashboards Made Easy

by Geoff Devereux on May 7th, 2010

Turn your spreadsheet slogging into this:

Share Your Story

What does it take for you to build a dashboard in Excel?

Enjoy!

  • Share/Bookmark
Older Posts »
RSS Twitter