The Indicee Blog

Cloud Computing Enables Self-serve BI

by Mark Cunningham on February 22nd, 2010

If you are the average Internet user, you probably think the term “cloud” refers to weather. But every time you use Facebook, Twitter, YouTube, Linked-In or Flickr you are “living in the cloud?” Cloud computing is the next stage in the Internet’s evolution, providing the means through which everything — from computing power and infrastructure, applications and business processes to personal collaboration — can be delivered to you as a pay-per-use service, wherever and whenever you need. Momentum for cloud computing is building and it is on the verge of a tipping point. Malcolm Gladwell’s concept of the tipping point is defined as “the levels at which the momentum for change becomes unstoppable.” Interestingly, it is the consumer market that has driven cloud computing to this tipping point but the corporate world has shifted into position to drive the next phase of cloud growth.

Amazon Changes the Game

Amazon is the ultimate consumer company, making something as simple as buying a book, a customized and easy customer experience. Amazon has applied their deep consumer knowledge to cloud computing. After years of designing and developing their own platform for Amazon.com, Jeff Bezos took this knowledge and intellectual property and spun it into a new business, now leading the charge in cloud computing platforms. Platforms like Amazon’s are known as “infrastructure as a service,” providing businesses with extremely cost effective alternatives to traditional IT models. Other platforms gaining traction include Microsoft’s Azure, but Amazon enjoyed a strong head start. Cloud platforms like Amazon’s allow software vendors to launch new applications at break-neck speed, paying only for what they need, by the hour. This model is revolutionizing the IT world and the up-time guarantees in the cloud are better than most internal IT organizations can offer. The interconnecting and scaling services hosted in the cloud enable IT professionals and other software vendors to link applications in endless creative and unique ways, enabling “web mashups.”

Dirty Deeds Done Dirt Cheap

The cloud is cheap, some would even say ‘dirt cheap’ and it allows a business to off-load all the ugly computing tasks which have overwhelmed IT departments for years, from both a cost and resources perspective. Cloud computing allows a business to pay for computing power, based on actual usage, at a rate of 10 cents an hour. The recent global financial crisis has changed the way we think about our economy. Consumers and organizations are actively seeking simple and lower cost alternatives to just about everything. Using the cloud allows businesses to prototype and launch new initiatives faster and at a price point that is unmatched. A user can create a simple software as a service application, build a prototype in a day, create an account on Amazon Web Services, and make the application available to consumers in minutes. Furthermore, a Twitter feed can produce a thousand instant alpha users. No sales people, no marketing, only the cloud and a social network.

People Drive Change

Cheap and easy is critical but ultimately it is people that drive change. The popularity of cloud computing is due in part to a whole generation of users who have been chatting, texting, tweeting, and facebooking since they could walk. Online collaboration and public content sharing is the norm for these users and the cloud is part of their DNA.

But cloud use is also growing because of the many users in organizations who have been forced to endure cumbersome enterprise software applications, ridiculous IT policies, and limited visibility into disparate business data. These are the people who have been exposed to consumer applications like Facebook and Flickr and now expect their business software to be as easy to use.

Ultimately, the most exciting change-driver is IT. Old school IT is starting to change and will be the biggest adopter of cloud in the enterprise. IT is finally realizing the suitable role of enabling business success and results, rather than maintaining systems, fighting fires and ensuring job security. IT managers seem to agree on the need to find the best technology to address their business issues in the most cost effective way possible, whether it be in the cloud or on-premise. Cloud technology removes the need for physical hardware and infrastructure security requirements, which allows IT to devote more resources to higher priorities tasks that will improve productivity gains. Moreover, IT is realizing that the need to listen closely to the knowledge of workers at the frontline of an organization, who are demanding simpler, easier and more collaborative applications. Cloud computing addresses all of these issues which explains the massive adoption of cloud applications like Saleforce.com, Google, Amazon and many others.

The Cloud meets Self-serve BI

The cloud will have a huge impact on business intelligence over the next few years and is fueling the growth in self-serve BI. Demand for simple, cost effective self-serve BI is not new. Crystal Reports was originally envisioned as an out of the box, easy to use application for every user in an organization. But business intelligence like Crystal Reports has never really reached the ‘Promised Land’. Only 20% of people in an enterprise organization use business intelligence, mostly because it just isn’t that accessible to an average user.

True self-serve BI should allow a user to search for and locate a solution online, access and load their own data, create their own reports and dashboards, and invite, share and collaborate with other users. Ideally, it also means they can research and buy a BI application online without the assistance of a sales person.

Can the self-serve barrier finally be broken? The cloud is the best thing to happen to BI, making it possible for users to find, try, buy, analyze, share, collaborate, and learn.

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Understanding Business is a Game of Questions

by Geoff Devereux on February 11th, 2010

The Chevy Volt TestDrive That Wasn’t

When I was first approached with an offer to TestDrive a Chevy Volt as part of a GM Public Relations campaign, I was unsure what to make of the offer.  Why was I being included? Am I a media source now?  I tend to think of corporate blogging in separate terms from what I’ll call media blogging and traditional reporting.  A corporate blog is less about reporting “the news” and more about building understanding of a company; the culture, the people, and the product, within the public sphere.  In my view, this specificity of purpose imposes a certain amount of discipline and etiquette upon the writer.  For example, I would not consider it appropriate to rant or “bag on people” in a corporate blog.

In accepting the offer to TestDrive the Chevy Volt, as a corporate blogger, I really had to seriously consider how doing so would relate to Indicee.  What connections could be made that would justify the inclusion of the experience on the blog?  How would it relate to what we, as a company, are trying to achieve?

The offer included both a TestDrive of the pre-production vehicle as well as the opportunity to speak with some of the GM engineers in the Volt product group.

Upon reflection I found that, despite the obvious differences  between the Chevy Volt group and Indicee, there were some commonalities that warranted accepting the invitation.  So, I accepted.

I distilled the commonalities down to 4 themes:

1. Try before you buy: The TestDrive is a time honoured tradition of car companies.  It’s a core cultural belief infused with enough historical precedence that you could probably even call it dogma.  It’s interesting that no one has ever come up with a similar concept for buying a house considering that, apart from Detroit, you’ll pay way more for a house than for a car.  In Vancouver right now, the vast majority of homes are being sold without providing the prospective owners with so much as the opportunity for an inspection the market is so exuberant.  But I digress.

In software circles, particularly in the Saas market where we play, companies have taken that TestDrive concept and added a turbocharge.  We call it “freemium” and it’s a core cultural belief at Indicee.  For us, it’s critical for users to experience an initial success in order to engender belief in the product.  Try before you buy.

2. Performance Management: Indicee is in the business of Performance Management for business, but we’re not the solution that a company like GM will likely seek out.  Although I can’t be certain, I expect GM has highly complex and integrated systems to manage every element of their business; from supply chain all the way to the point at which the car drives off the lot, time and effort is accounted for.  The interesting conversation would be related to how these systems interact and what it means for how these guys do their job; I can become application agnostic for a few moments and investigate the mechanics of their information delivery system.  Who knows; it may well be they are completely underserved by their internal systems.  When it comes to performance management, we have seen some departments in large companies living in the dark ages even while their colleagues enjoy all the best new toys that B.I. has to offer.

3. Innovation & Change: Within the walls of a big company like GM are, effectively, a bunch of smaller companies.  I expect the Chevy Volt product group is like one of these smaller companies.  In a sense, they are a start-up that exists inside GM.  The guys within this group have been tasked with deliberately venturing away from conventional automaker thinking in the same way that Indicee has ventured away from the traditional path with respect to delivering Business Intelligence software.  I was interested in seeing what similarities may exist between some of these guys and the team at Indicee.

4. User Experience: It’s not always easy to try something new.  There’s a risk; and, although it’s not always spoken it is present.  The risk is, “what if I fail?” So really, this speaks to the larger issue of infusing a product with trust.  Following someone into uncharted waters is ALWAYS a trust exercise, and trust is only gained through interaction with the product.  Like Indicee, the Chevy Volt guys are in the trust game.  So, what considerations went into ensuring the Volt user experience instilled that trust?  What feedback mechanisms are in place?

The Result

In the end, the Chevy Volt TestDrive didn’t happen for me.  Without rehashing the specifics, let’s just say I received an apology in place of a car ride.

I’m going ahead with my post about the Volt, not as some kind of social shaming exercise, but to illustrate a point.

Understanding business is a game of questions

Good questions don’t simply materialize out of thin air.  Good questions are the result of thinking through the activities, behaviours, concepts, and relationships at work within the context of what you are trying to achieve.  Thinking about how things connect.  What are the commonalities?  Where do the commonalities diverge? What’s the essence of the matter?  What are the themes?  In my view, this is a strategy for finding answers.

Enabling answers, an answer-friendly environment, should be the overriding consideration when asking questions.  The motivation underpinning a question should always be getting an answer.  Therefore, framing your questions within a context familiar and relevant to the person being queried is probably going to be helpful.  After all, how much good is asking questions when there is no one around left to answer them?

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Focus on outcomes

For example, what outcome was I trying to achieve with this Chevy Volt thing?  Was the outcome being able to say I drove the car first?  No, probably not.  I would say, despite not driving the car or meeting the guys, that a positive outcome was achieved.

I was able to relate our product, Indicee’s Saas Business Intelligence platform, with a product that folks will likely feel like they understand, a car.  In that sense, I consider the experience a success despite not having any questions answered.  In this case, my questions were academic.  There was no pressing business problem to solve (or media story to break).  The questions, these connections, were more important than the answers.

That said, my prepared questions did go unanswered.  So, below I will list a few of them.  If there are any GM guys reading this, feel free to take a shot at answering in the comments.

1. What do you think companies can learn from the TestDrive concept?

2. What would you consider the defining moment of this project and how did you come to this realization?  Was this a “measurable” moment from a performance management standpoint?

3. A lot has been said recently about how Design Thinking contributes positively to innovation. Are you familiar with the concept and do you subscribe to it?

4. What was done to ensure a positive user experience?

Enjoy.

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Crowing about Business Intelligence

by Geoff Devereux on January 27th, 2010

Business Intelligence (B.I.), as an industry, is a bit of an odd bird.  Within the B.I. “family”, there are great conversations ongoing about using data to help organizations make better decisions, understanding data challenges within organizations, and observations on changes to general business practices and how they relate to the field.  For example, I’ve found some great insights from B.I. professionals within a bunch of different groups on the social networking site Linkedin.

There tends to be a “birds of a feather” thing happening with these guys though.  If you speak the language and have a passion for B.I., you become a member of the flock no problem.  Outside the flock though, the language seems obscure and the industry as a whole takes on a bit of a menacing pall like a murder of crows migrating into your neighbourhood.

from Artmenow's Art Blog

The analogy of crows actually serves a dual purpose here.  First, there’s the misunderstood nature of the crow.  Second, there’s a certain crow behaviour that I think helps to illustrate a key concept of B.I.

I recently watched a great documentary on CBC Television’s The Nature of Things that focused on crows.  Watching the show had me thinking, this has some parallels to the B.I. industry!

I think it’s fair to say that, to the uninitiated, the crow is a general nuisance; they have a way of sticking their beaks all up in your business.  Well, as it turns out, the crow is actually one of the most intelligent, playful, and mischievous creatures on the planet!  Crows have a proven ability to problem solve, reason, and they have long dependable memories.

They also engage in complex social interactions.  Very much a family oriented bird, they mate for life and extended family plays an active and ongoing role in the development of the next generation.  They even appear to have funeral rituals!  With over 250 distinct calls, crows have 2 separate dialects; one, for use within the flock and the other for the general public.  And lastly, crows love to play!  A key component for any intelligent species!  After watching the documentary, I found I have a great deal of respect for these guys.

The crow behaviour that I think is useful in illustrating a key concept in B.I. relates to their use of tools; more specifically, their use of meta-tools.  Let me explain.  If you watch the documentary, you’ll see that the crow researchers want to test our crow’s intelligence and problem-solving skills.  What’s required is for the crow to use one tool to get another tool that they can then use to get food.  That first tool is the meta-tool.  It’s the crow’s ability to follow through on this sequence that denotes intelligence.

1. See the food

2. See the tool that would help get the food, but is out of reach

3. Search out and find a meta-tool that will help reach the food-getting tool

4. Use the meta-tool to get the tool

5. Use the tool to get the food

In B.I., we have a concept called meta-data.  Similar thing.  It’s data about other data.  At Indicee, we use this meta-data to help us understand your company’s data.  The meta-data is the first step toward getting the food.

When we get the meta-data, it gives us the ability to go out and interpret your company data.  Once we’ve interpreted your company data, you’re able to nourish your business with the valuable insights that are now within reach.

What do you guys think?

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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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Defining Business Intelligence

by Geoff Devereux on December 16th, 2009

The Historical View circa 1958

The notion of intelligence is…  “the ability to apprehend the interrelationships of presented facts in such a way as to guide action towards a desired goal.”

- Hans Peter Luhn, IBM Journal, October 1958

The above quote is generally credited with coining the term Business Intelligence (B.I.).  Luhn’s vision was ambitious for his time and it’s still ambitious today.  How much of the following article do you find relevant right NOW with respect to your business reporting challenges?

The following are direct quotes from the IBM Journal Article, “A Business Intelligence System” published 1958 with my commentary added:

Information is now being generated and utilized at an ever-increasing rate because of the accelerated pace and scope of human activities and the steady rise in the average level of education. At the same time the growth of organizations and increased specialization and divisionalization have created new barriers to the flow of information. There is also a growing need for more prompt decisions at levels of responsibility far below those customary in the past. Undoubtedly the most formidable communications problem is the sheer bulk of information that has to be dealt with. In view of the present growth trends, automation appears to offer the most efficient methods for retrieval and dissemination of this information.

With respect to the volumes of data being created in 1958, I think we can safely say, you ain’t seen nothing yet.  Keep in mind that 1958 was really the primordial soup of computing and information management.  At that time, the Integrated Circuit had just been developed which would pave the way for development of computing as we know it today.  Looking back on IT in 1958, I’m thinking it consisted of a “series of tubes”.

Luhn continues:

Ideally, an automatic system is needed which can accept information in its original form, disseminate the data promptly to the proper places and furnish information on demand.

So, in 1958, the concept of “on-demand” is also christened.  A blog I follow called, Only Dead Fish, by Neil Perkins references the Greek term, Kairos, recently when discussing the importance of context.  Kairos refers to, “the right or opportune moment” or “the supreme moment”.  I think this is the best way to think about the basic need/want underpinning the concept of on-demand.  I think this is how Luhn was thinking about it too:

One of the most crucial problems in communication is that of channeling a given item of information to those who need to know it. Present methods of accomplishing this are inadequate and the general practice is to disseminate information rather broadly to be on the safe side. Since this method tends to swamp the recipients with paper, the probability of not communicating at all becomes great.

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