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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Sharpen your Business Analysis: Think Like a Reporter

by Geoff Devereux on February 25th, 2010

Walter Cronkite, Amanda Lang, Tom Brokaw, Woodward & Bernstein, Barbara Walters, Larry King, the entire cast of 60 Minutes;

What do all of these people have in common?

These guys all make a living through establishing rapport (trust), listening, and through their skillful use of questions while interviewing.

Think Like a Reporter

As a business professional, whether you’re in accounting & finance, sales, marketing, or IT, you need good information about your environment.  Some of the best information tends to be locked up in the head’s of all the people you work and interact with through the normal course of your day.

Why not try “interviewing” your colleagues?

I’m talking about anything from stuff about business process to procedural and administrative workflows, operations design, and business and financial report requirements. Pick a topic and ask questions on it.

The opportunity exists to understand all the systems operating around you better when you start thinking like a reporter and asking good questions.

Let’s be clear.  I’m NOT talking about badgering, browbeating, hectoring, pressing feet to the fire, inquisition style questioning that’s designed to embarrass or belittle your colleagues.

So, what makes a good reporter?

I’ll go into a few pointers and some media, but I would also encourage all of you to watch the CBC’s Amanda Lang interview some people.  In my view, she is far and away the best question-asker in media right now.  She’s a great example of doing all the right things through the course of an interview to engender trust of both the interviewee and the audience as well as to ask insightful questions that allow for detailed answers.

The Role of a Reporter

Mathew Ingram, formerly a technology reporter with Globe & Mail and now blogger with GigaOM, sums up the job of a traditional reporter beautifully in his recent TEDx Toronto talk, Five Ways New Media Will Save Old Media, as:

“we called people up and asked them irritating questions and then wrote down what they said”

Whoops! Sorry, wrong clip.  Do we have the right clip?  Do we have a clip?

Ah, okay, what he said was,:

“If you’re writing about a story, somewhere someone out there knows more about that story than you.  In fact, a lot of people might know more about that story than you.  So, you should allow them to tell you what they know.”

This is the essence of reporting.

Now, when he said this, he was actually talking about having newspapers incorporate comments and input from readers into the process of journalism and not specifically about interview etiquette.  But, in the New Media world there’s less and less difference between the audience and the subject.  Here’s Mathew’s TED talk where he describes this evolution:

I think Mathew makes a good point as well in recognizing the importance of having a dialogue going.  In “traditional” reporting, there may have been the perception of a one-way exchange.  The reporter asks, the subject answers.  That’s only half the story.  It’s a conversation and like any good conversation it’s a two-way street. But, it’s a conversation with purpose.  You are the guide.

Simple Tips

Broaden your sources

Think about this question: Where do we get our information?  Bob Woodward, one of the journalists that brought down Nixon in the Watergate Scandal, tells us in the following clip that we get information 1) from people 2) from documents (or evidence) and 3) from the scene (observation).

He make a great point about talking to people.  He says, talk to A BUNCH of people.  Not just one person.  In a day, he may talk to a dozen people around the same issue in order to gain that broad perspective of views.

Asking Questions

Basic journalism tells us to focus on the Five Ws (that isn’t really 5… or just Ws, okay, so don’t use Journo’s for calc’ing your Net Profit):

  • Who? Who was involved?
  • What? What happened?
  • When? When did it take place?
  • Where? Where did it take place?
  • Why? Why did it happen?
  • How? How did it happen?

Of course, all questions are not created equal.  Journalism 101 blog lays out some ground rules about the soft skills, but suffice to say I don’t think you want to make people feel stupid.

In general, keep an open mind and ask open-ended questions.  Keep that question engine going in your mind so you can delve more deeply as opportunities present themselves.  LISTEN, so you can key off of what the subject is telling you.

Remember, you are questioning yourself during this process as well.  All of those assumptions you may have embedded in your thinking need to be questioned throughout this process.

Say Thank You!

and, of course,

Be Prepared

‘Nuff said!

Here’s some additional resources that should help you build up your skills.

Media Training Basics: Mastering Tough Questions from the Media by Harvard Business Service

How To Ask Better Questions by Judith Ross at Harvard Business Review

Learn To Ask Better Questions by John Baldoni at Harvard Business Review

The Four Principles of Interviewing by Columbia University

From Chapter 13 of Sun Tzu’s famous, Art of War, on the use of spies:

“The means by which enlightened Rulers and sagacious Generals moved and conquered others, that their achievements surpassed the masses, was advance knowledge.”

“Advance knowledge cannot be gained from ghosts and spirits, inferred from phenomena, or projected from the measures of heaven.  But must be gained from men.”

Added Bonus

Sun Tzu’s Five Types of Spies

1. Local Spy

2. Internal Spy

3. Turned Spy

4. Dead Spy

5. The Living Spy

Enjoy!

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RELEVANCE

by Geoff Devereux on November 25th, 2009

You produce operations reports every month and email them as required to your management group.

What percentage of managers actually read them?

Prove it.

The Email Marketing industry has developed sophisticated tools for measuring the success of email campaigns.  You can see who opens the email, who downloads the attachment and when they do it.  (BTW, only about one in about 12,500,000 junk mails results in a sale – 0.000008% response rate)

Have you ever considered using this technology for monitoring the performance of your reports?  What might it reveal about the usage patterns of the end users?

What sort of benefit could this information have when it’s time for the meeting to discuss the numbers?  Maybe Mr.Grumpys’ tirade would be cut short if it was known he hadn’t even read the reports.

There’s more at stake than just compliance and fear-based coercion though.  It’s about understanding what’s important so that the information being provided has meaning.  If no one is opening your reports, maybe they don’t find them useful.  Maybe that’s the real issue.

Of course, reading a report isn’t the end of the story.  It’s the beginning, the foundation.  Reports provide a focal point for management meetings.  The content and presentation of the report will influence the discussion so you want to be aware of the direction your reports send the discussion.

If your reports point to trivial matters beyond anyone’s control, they will spend time hand-wringing about trivial matters beyond anyone’s control.  If your reports point to the drivers of the business, the time is likely going to be more well-spent.

I am convinced that it’s a good idea to gather metrics on report usage.  If a manager only takes a passing glance at the numbers every three months, it’s worth asking the question, “why”?  There’s plenty of intelligence that can be gained by looking at the usage patterns; lots of possibilities to think about.  Maybe by the time the reports are available, they are already out of date.

Now what if you could measure the entire usage cycle of your reports.  In Saas applications like Salesforce.com, like ours, each user leaves a history.  Perhaps the unintended consequence of software-as-a-service, or cloud computing as it’s sometimes called, is that every second of every page view is collected and available for analysis.

Here’s an opportunity to find out exactly how your reports are being consumed.  Use this knowledge to ask specific questions of the users gaining insight as to what they believe is RELEVANT.  You’ll know it’s relevant when everyone agrees the process is worth the time and effort.

Much better than just sending an email out into the darkness, vanishing like a cry into the night, never to be seen or heard from again.

So that this:

“Hey Bob, did you get my email?”

becomes this:

“Hey Bob, I noticed that you only ever view the Revenue per Employee Report.  What is it about that report that makes it so meaningful?  What is it about that inter-relationship that provides a basis for your decision making?”

I encourage taking the academic view on this process; using it to learn, collaborate, and grow.  Rather than the disciplinary view; using it to browbeat and punish.  But hey, I can’t tell you how to live.

Enjoy.

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Accounting for Interdepartmental Language Barriers – Accounting and IT

by Geoff Devereux on October 20th, 2009

Effective Communication between departments is a problem that does not suffer from a lack of attention.  Books, studies, speaking tours, coursework, and more continue to proliferate in an effort to break through those barriers that seem to inevitably build up inside companies and organizations.  There is an entire industry that’s been created around this idea of improving business communication; and in fact, it’s an idea as old as human civilization.  Ever since “oouga booga” became “let’s work together” we have struggled to understand each other.

A powerful manifestation of this struggle is the one between Accounting and IT Departments.  Arguably the two nerdiest and most reviled misunderstood departments in a company, it’s surprising there’s not more feeling of simpatico.  There are similarities: They are never around when you need them; or if they are around (and looking for you), you want to avoid them.  And in those instances when you can’t get away fast enough, you can’t figure out what they are trying to say anyways!  True story; I have actually seen a guy physically turn and run when he saw the Director of Finance coming down the hall!  Another true story: an engineer friend of mine who described her week as one of “trying to hide from the Cost Accountant” who was looking for a breakdown of a manufacturing cycle.

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The Meaningful Scorecard

by Geoff Devereux on October 13th, 2009

“Hard work is a prison sentence only if it does not have meaning”
- Malcolm Gladwell, author of Outliers

“Finding the one or two key numbers that drives success in your business, and bringing them to everyone is very powerful in a business”
– Joe Knight, co-author of Financial Intelligence

The inspiration for this post was a management improvement video (13 minutes) posted on You Tube by http://www.harvardbusiness.org of an interview with Joe Knight, co-author of the book series “Financial Intelligence”, Business Owner, and Harvard Business.org blogger.  The central message of the interview was that everyone in an organization benefits from understanding the numbers by which success is measured within a business.  The trick is finding the right numbers.  Particularly in today’s climate hearing about transparency is nothing new, but what doesn’t get as much play is this idea of narrowing the focus on measures of performance.

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