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!

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The Roots of Business Reporting Technology

by Geoff Devereux on April 15th, 2010

Last week, I wrote a guest blog post for the accounting news website Going Concern.  The post centered on an old accounting book (circa. 1968) that I happened upon in a used book store up in British Columbia’s version of Cottage Country.

Reviewing this relic got me wondering about what technology might have accompanied the practice of accounting detailed in the book.

Ready?

Here it is guys:

And:

That’s it.

But where the principles of accounting have remained substantially unchanged over the course of the intervening years, the same cannot be said for business technology.

According to the timeline provided on www.oldcalculatormuseum.com, the development of electronic calculators really only just started to take off around 1961 (you can thank the invention of the integrated circuit - the microchip).  This was BRAND NEW technology.  Previous calculator technology had been manual.


Manual Calculator; Photo: Christos Vittoratos (via Wikimedia Commons)

By the time this book was written, there were a dozen companies creating and innovating new models and the competition to capture the new market was fierce.  Casio, Sharp, Sony, Toshiba, Texas Instruments, Canon, and of course Hewlett Packard; all of these guys were battling it out.  Numerous others are buried in technology’s graveyard.

Needless to say, things have never been the same since.

Accounting and business reporting as we know it today has grown from the roots of this technological revolution.

Business technology has continued to grow by leaps and bounds since that time, but don’t be fooled into thinking there’s no room left to branch out.  The fact you are on our website leads me to believe you’re at least willing to entertain the notion of continuing innovation in business technology.  Safe to assume?

The reason behind this little trip down Memory Lane is that everyday here at Indicee, as we innovate for the future, we can’t help but bump up against the past.  Not the ancient history I’ve outlined above,  we’re confronting the incumbent technology.  We’re confronting the stuff that is likely downloaded on your machine today.

In retrospect, it’s easy to see the value an innovation like the electronic calculator brought to the workplace.  It’s easy to look back and immediately recognize how important this innovation was for business.  Had you been there at that time, you would have jumped on it!  Would you not? You would have jumped on it and tossed your old, manual calculator in the first dumpster you could find!  Right?

Yet, this sort of reaction is rarely the case when new technologies come to market, isn’t it?  When new technologies show up isn’t there normally a great deal of fear, uncertainty, and doubt (FUD)?  Isn’t there normally a great deal of resistance to change?

What’s your view?

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Ghost of Software Salesguys Past

by Geoff Devereux on January 20th, 2010

We are greatly influenced by our experiences.  As a child, the hand reaches out to a hot stove only once.

The last couple posts have talked about legacy issues; legacy IT systems, legacy education.  Today I’d like to talk about another actor in the Legacy IT Show, the classic software salesman (circa. 2004).

This guy (above) may or may not be selling software, but does the song and dance sound familiar? I’ve sat on both sides of the table. Listening to salesguys pitch software to me as a purchaser, and doing the accounting & finance work in a company selling enterprise software.  Software, as an industry, is still an infant relative to most other industries; and with youth, comes growing pains.  Here’s the story on both sides.

Listening to pitches, sitting through demos, taking notes only to be asked by a Director, “what would it cost if we just built our own?” was crushing.  Or, hearing about how easy a rollout will be (“it’s like lego”) and then, months later, hearing about how it won’t do all that stuff we thought it would do.  Did we send out that cheque yet?

On the sell-side, working with salesmen who could barely operate a computer or use excel well enough to complete an expense report.  There was one colleague who seemed to continually be calling me from the middle of a war zone, god bless ‘em.  The path to hell is paved with good intentions, indeed.

Over the years, I think we were selling more than software. We were selling a dream. And the dream was that somehow this product would magically work and fix all reporting and organizational problems. Presto!

Inevitably, due either to the vagaries of the software development cycle or to a salesguys overly optimistic nature, enterprise software was erroneously peddled as a solution to all life’s problems and the answer to all our prayers.  Coding is an art and the concept of Minimum Viable Product (MVP) didn’t work in a Web 1.0 kind of world.  It’s easy to forget this was all being pulled out of the air, out of imagination.  We can probably lay a bit of blame on the buyer’s side; I mean, we fell fer it!

Vapourware is the term used to describe selling software that’s still in development although, you could say the same for a solution not fit for the intended purpose.  Which gets us back to our salesguy, our classic software salesman.

A lack of technical expertise, in large part, meant they were simply oblivious to whether it would work or not.  The incentive structure certainly didn’t encourage it.  Once the papers were signed, they’re gone (in some respects that’s as it should be, most of these companies were hemorrhaging cash).  So, it’s a tough rap.  You can’t fault the guys.  There was a level of belief there; they wanted to believe the product would work.  They wanted to believe they could be the next Microsoft.  They wanted to believe their stock options would be worth something.  But they could only believe it because they didn’t know how the product worked.  You follow?

It’s just average guys trying to scratch out a living.  That Beamer doesn’t pay for itself!  If you’re willing to pay for it, we’re willing to do it!

We carry these experiences and memories with us.  Failed implementations.  The project that wouldn’t end.  Lack of adoption.  The work-arounds.  The broken promises, heartbreak, loathing.  It’s all still there lying dormant.  Fool me once and that.

Looking at Saas, the cloud, open APIs, etc, the question now is… can we let go of this baggage and start to trust that the dream is no longer so distant from reality in the software space?  Are we really in an era where systems can talk to each other?  Can share information?  Can snap together like lego?  Or, is it just Vapourware 2.0?

What do you think?  Yes? No? Let’s hear it.

Post Script. After finishing this post, I went to hear Julian Smith (co-author of Trust Agents) speak and he used the “hot burner” analogy. I’m going to go ahead and call that external validation.

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Software Implementation by the Book

by Geoff Devereux on January 13th, 2010

echochamber123Caught in the echo chamber of twitter, Linkedin, Blogs, and our little software technology company here, it’s easy to spend a lot of time preaching to the converted. I don’t feel like we’re a huge community out here.  I’m talking predominantly about accounting and finance, but it could actually extend to the larger conversations about technology.  The consumer technology business is ubiquitous, but getting into the B2B space things change.  We’re covering a lot of the same ground over and over within our small circles, but how do we take the fight conversation to the rest of the DOS-based population?

I had a few experiences this past week reminding me that it’s still very much early both in social media adoption and in understanding new technology. Maybe “DOS-based” is a bit of a strong term. Granted, I did help someone set up their 1st email account this week; but, that’s a rare, rare, rare case of a thirtysomething who never went online… until now. Actually, the jury’s still out on that; 3 to 1 the account goes dormant.  That’s not one of the experiences that got me thinking (although it could).

What got me thinking was speaking with another accounting professional about using the Groups in Linkedin for following industry-related discussions and content. I had the chance to provide some insight about twitter; felt good about that. I was informed that it’s still a bit of a big deal to raise a voice online. I guess that should be obvious, but I forget because the conversation IS happening… despite the fact tons of people aren’t here. It’s kind of like turning the much-quoted phrase “Your customers are talking about you whether you participate or not” on its head. When the accounting and finance conversation is isolated, things get considerably quieter.

In a tech-friendly industry like Business Intelligence, it’s similarly insulated but in a different way. There they have been having pretty much the same conversation for the last 50 years. The only difference between then and now is, it’s online now.  Don’t even get me started on Data Quality! ← sorry guys

The other experience that got me thinking was with respect to course content in my professional organization’s (CGA) Information Systems Strategy course. There seems to be a real bias in the material relating to custom-built software over purchased applications. This is surprising to me. What was more surprising is; through discussions with students, there was unquestioning belief in it! The fact is, there’s a level of trust there between student-teacher telling them they are getting the right information. I think it shows how difficult changing technology makes it for academics (outside tech) to keep up.  That said, it’s a problem.

Mustaba-Hieroglyphics-0When they say “custom-built”, they are talking about in-house, from scratch software – think some proprietary system no one’s ever heard of.   Purchased applications would range from Quickbooks to SAP. Imagine. I feel like this is something that entered the course curriculum at its inception back when code was being written using Hieroglyphics. Am I wrong?

This actually ties nicely in with my last post about Legacy IT Systems. We’re still dealing with them. We’re also dealing with a Legacy Education System. This could explain some of the continuing difficulties between CFOs and CIOs.

There are lots of folks in accounting doing the right things though. Look at AICPA and CPA2Biz’s just-announced alliance with the software as a service accounting package, Intacct. Here’s an example of keeping current! Of course, in general it’s tough for professional bodies to do this kind of endorsement. What I like about it though is the endorsement of the technology. Maybe the question is, does that validation extend to the course curriculum for prospective accountants?

What do you think?

I think it also exemplifies the Echo Chamber analogy.  Who’s in your Echo Chamber?  Who’s not?

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Legacy IT Systems – Understand Your History

by Geoff Devereux on January 6th, 2010

1 hockey canada logoDuring the normal course of life, being part of a “legacy” is generally considered a good thing.  I am writing this on the eve of the IIHF World Junior Hockey Championship so legacy is weighing heavy on the mind.  The tournament includes the top ten national teams (players under 20yrs old) from around the world (Top Division only please).  As you might expect, Canada is a stalwart of the tourney and tonight will be battling the USA for its 6th straight gold medal.  Legacy – case in point.  Legacy is powerful, there’s a historical element and there’s an emotional one too.  Show me a Canuck who doesn’t get misty with talk of our game and I’ll show you a hoser-without-a-country.

Think about what you might consider a legacy.  Lots of Americans will likely read this, so let’s use something more Americana.  The Ohio State football program maybe? -> BTW, they need to optimize their website, it’s coming up 3rd when I google “OSU”.  We’re on the west coast, so how about USC?  Or how about this; the BCS Championship game is being played on Thursday – Texas Longhorns against Alabama Crimson Tide.  How does the legacy of these football programs affect all the students (past and present) from all of these schools?  Just to give you an idea, for the uninitiated, any college team worth a legacy gets roughly 100,000 fans in attendance PER GAME.

I think all of us look for these kinds of connections.  Of course, Benedict Anderson (International Studies prof at Cornell) would argue these are just Imagined Communities; but those arguments notwithstanding, the point is that normally legacy is a good thing.

Yet, in the realm of Information Technology, legacy takes on an entirely different complexion.  Legacy IT Systems are routinely the whipping boy of the modern organization.  If your system was built prior to last week, the inclination is to believe (fervently) that something better MUST exist and that this dog you’re currently computing on needs to be taken out back the woodshed.old_yeller

There seems to be very little respect and appreciation for the history of organizations that is captured by these Legacy IT Systems.  I think, anymore, we all just see the problems, work-arounds, and supplement that with a healthy dose of “the grass is always greener”.  I think that if you track down your IT guy and start asking some questions, you’ll be amazed at the history behind your systems.  Were there purchased over a number of years?  Has your organization grown by acquisition? What’s the oldest piece of hardware in the backroom?

We’re interested to hear what your organization is running on.  Share your story in the comments.  Maybe it’s time to cast the legacy of your IT system in a more positive light.  After all, no team has a perfect record.  It’s as much about the losses as it is about the wins.

Go Canada!

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