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The First Step in Information Management
looker.com
Produced by:
MONTHLY SERIES
In partnership with:
Sept. 7, 2017
Analytics, Business Intelligence and Data Science:
What's the Progression?
Sponsored by:
Topics for Today’s Analytics Webinar
 Defining Business Intelligence (BI), Analytics and Data Science
 Differences in Architectures
 When to Use Analytics, BI and Data Science
 Evolution Between Analytics, BI and Data Science
 Key Take-Aways
 Q&A
pg 2© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Why is Today’s Topic Important?
 Organizations struggle with where to place and how to
manage the use of data.
 The addition of powerful analytics just adds another item to the stack of data
usage that needs to be managed.
 Organizations need to be clear about where the capabilities lie – and who is
responsible for successful application of all the varieties of using data.
 There are numerous alternatives, and there is no one reference model.
 Too many organizations are going the self-service route and are failing at
meeting their data needs.
 Without a good understanding of what will work in your organization, you
are at risk.
pg 3© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
www.firstsanfranciscopartners.com
Defining Business Intelligence (BI), Analytics
and Data Science
Definitions
 No solid demarcation between these “styles” of using data
pg 5© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Definitions
 No solid demarcation between these “styles” of using data
 Business intelligence ‒ *an umbrella term that includes the
applications, infrastructure and tools, and best practices that
enable access to and analysis of information to improve and
optimize decisions and performance.
Then does it include analytics?
pg 6© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
*Source: Gartner IT Glossary
Definitions
 No solid demarcation between these “styles” of using data
 Business Intelligence - *an umbrella term that includes the applications,
infrastructure and tools, and best practices that enable access to and
analysis of information to improve and optimize decisions and performance.
 Analytics ‒ *Analytics has emerged as a catch-all term for a variety of
different business intelligence (BI)- and application-related initiatives. For
some, it is the process of analyzing information from a particular domain,
such as website analytics. For others, it is applying the breadth of BI
capabilities to a specific content area (for example, sales, service, supply
chain and so on).
pg 7© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
*Source: Gartner IT Glossary
Definitions
 No solid demarcation between these “styles” of using data
 Business intelligence - *an umbrella term that includes the applications, infrastructure and tools, and best
practices that enable access to and analysis of information to improve and optimize decisions and
performance.
 Analytics – *Analytics has emerged as a catch-all term for a variety of different business intelligence (BI)-
and application-related initiatives. For some, it is the process of analyzing information from a particular
domain, such as website analytics. For others, it is applying the breadth of BI capabilities to a specific
content area (for example, sales, service, supply chain and so on).
 Data science – (grouped in with Advanced Analytics definition) *the autonomous or semi-autonomous
examination of data or content using sophisticated techniques and tools, typically beyond those of
traditional business intelligence (BI), to discover deeper insights, make predictions, or generate
recommendations. Advanced analytic techniques include those such as data/text mining, machine learning,
pattern matching, forecasting, visualization, semantic analysis, sentiment analysis, network and cluster
analysis, multivariate statistics, graph analysis, simulation, complex event processing, neural networks.
pg 8© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
*Source: Gartner IT Glossary
Definitions
 Business Intelligence
 Analytics
 Data Science
Which one(s) do I use?
pg 9© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
www.firstsanfranciscopartners.com
Differences in Architectures
Architecture Drivers
pg 11© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Backward-looking Forward-looking
Operations and “better decisions” Data science, new insights, strategy
Steady state of sources Dynamic Sources
TRADITIONAL CONTEMPORARYBUSINESSGOALSAND
INFORMATIONREQUIREMENTS
TRADITIONAL DIFFERENCES
AUDIENCE
DATA SOURCE DIFFERENCES
BUSINESSINTELLIGENCE
ANALYTICS&DATASCIENCE
Quality, reliability and precision Enablement not control
MANAGEMENT & GOVERNANCE
Architecture Differences
pg 12© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
ETL, EAI, data quality Anything that works
Suitable for batch or near-time Streaming and high volume
Queries have limitations Tuned for huge volumes
TRADITIONAL CONTEMPORARY
INFRASTRUCTURE
DATA VOLUMES
BUSINESSGOALSAND
INFORMATIONREQUIREMENTS
BUSINESSINTELLIGENCE
ANALYTICS&DATASCIENCE
DATA USAGE
It’s a Continuum
 Effective use means
exploiting data assets
 Various standard
architectures are
presented to allow for
understanding;
the reality is no single
style of architecture can
address all situations
 Note that algorithms and
query complexity are not
called out, because you can
run complex algorithms
against anything
pg 13© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Reports
Dimensional
Query
Predictive
Modeling
Scenario-
based
Forecasting
Goal
Seeking
Models
Normalized
Data
Structures
EDW and
Marts
Load
Hadoop
Schema on Read
Hadoop
Structure and flexibility
Sourcing and data types
FSFP Reference Architecture – Abstract
pg 11© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Data Insight Architecture
1
Data
Movement/
Logistics
Context
Monitoring
Controls
Management Layer
Metadata, Lineage, Work Flow, Models, Reference Data, Rules, Canonical Data
Data Access Layer
Reports, Visualization Visualization, Prediction, “Closed Loop,” Edge Analytics
Traditional Area
ERP
CRM
Finance
Traditional Data
Collection
EDW
Data Marts
Contemporary Area
Edge Processing
Ingestion
Smart Machines
Social
Bots
Business Strategy
Data
Scientists
Traditional
Stakeholders
pg 14© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Principles
 Determining which part of the data use spectrum to use is
a function of principles
 Most organizations just declare an architecture; e.g., “We need a lot of data
so it has to be a data lake.”
 Principles to apply:
− Architectures to deliver BI and analytics need to reflect business needs
− Supporting organizations around BI and analytics need to reflect true self service
− Final architecture solution must be based on support of both modes or vintage
and contemporary environments
pg 15© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Other Decision Factors
 For BI, answer these questions as YES
− Are the results intended to be repeatable?
− Will the result be made operational?
− Are you using the result to make decisions or monitor progress?
 Analytics and Data Science is more variable
− What is the level of experimentation?
− Is AI or machine learning involved?
− Are there algorithmic models involved?
 Other questions to consider
− Does any of the data leave the organization?
− What are the regulatory constraints?
pg 16© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
An Engineering Process to Define the Correct Architecture
 Break all the previous
notions. Remember there
is no mandate for any
particular architecture, like
Data Warehouse, Data Mart,
Operational Data Store and
a Data Lake.
 Any combination is possible,
as long as it meets business
needs.
17
Understand
Business
Strategy
and Goals
Determine
Needs for
Operations
and Mgmt.
Determine
Data Needs
for Planning
and Analysis
Determine
Org.
Support
Develop
Best-Fit
Architecture
© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
www.firstsanfranciscopartners.com
Organizational Considerations
What’s the Progression?
pg 19© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Data analytic tools and approaches go in and out of favor.
CENTRALIZED
DE-
CENTRALIZED
Data Science
• Focused group of advanced
data processing
Business Intelligence
Competency Center
• Centralized capability
to enable efficiencies
Analytics Workbench
• Facilitation of self-
service analytics via
centralized toolset
Self-Service Business
Intelligence
• Shifting greater
flexibility to the user
Business-driven Analytics
• Purchase and
implementation via
cloud, independent of IT
Citizen Data Scientist
• More automated, visual
data processing enabling
broader adoption
TOOLS APPROACHES
Organizational Drivers
pg 20© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
IT Driven
Business Used
Business Driven
IT Supported
STRATEGY
Regulatory
External / Reputation
Internal Experimentation
Chaos Drives Innovation
RISK TOLERANCE
Specialized
Hard to find
More General
Cross-functional
SKILLS
Centralized Decentralized
Organizational Principles/Decision Factors
 Business volatility/variability
− How frequently does your business change?
 Skills
− How adaptable are your people?
 Alignment
− How well do you collaborate across functions?
 Regulatory requirements
− How tightly does your data need to be controlled?
pg 21© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
www.firstsanfranciscopartners.com
Evolution Between BI, Analytics and Data Science
Hierarchy of Data Use Solutions
pg 23© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
AI
Operational
Analytics/CEP
Analytic
Experimentation
What If
Investigate
Operate
Monitor
DESCRIPTIVE
DIAGNOSTIC
PREDICTIVE
PRESCRIPTIVE
HINDSIGHTINSIGHTFORESIGHT
Summary: When to Use One or the Other
pg 24© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
USAGE
BASIS
WHAT
HAPPENED?
WHY DID IT
HAPPEN?
WHAT WILL
HAPPEN?
MAKE IT
HAPPEN BY
ITSELF
WHAT DO I
WANT TO
HAPPEN?
WHAT
SHOULD WE
DO NEXT?
PERCEIVED
MATURITY
REPORTING ANALYZING PREDICTIVE OPERATION
-ALIZE
ADAPTIVE FORESIGHT
SOLUTION
CATEGORY
CAPABILITY
REPORTING BUSINESS INTELLIGENCE INITIAL
ANALYTICS
ADVANCED ANALYTICS /
DATA SCIENCE
SURVIVAL/
OPERATE
OPERATE/MANAGE MANAGE/
PLAN
ANTICIPATE/AUTOMATE
www.firstsanfranciscopartners.com
What Comes Next
Data Science Enables the Future of Analytics
pg 26© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
User 1.0
To each their own..
•Persona
•Tools/Language
•Containers
Data 1.0
Fragmented Datasets
•Isolated controls
•Orphaned Models
•Access patterns
Technology
1.0
To each their own…
•Analytical
Tools/Algorithms
•Visualization Models
•Platforms –
exploration to
deployment
User 2.0
Self-service power
persona
Data 2.0
Integrated, secure,
logical data
warehouse
Technology
2.0
In-place
Analytically complete
Platform virtualization
Analytics 1.0
Aggregate
Dashboards/BI
Analytics 2.0
Connected/Mashed
Datasets
Analytics 3.0
Analytics-in-place at
Scale
Analytics 4.0
Cognitive/Multimodal
Insights; Deep Learning
Hypothesis testing
Rapid Experimentation
In-situ/CEP Insights
Artificial Intelligence
The rise of Deep Learning
Source: May 2017 DIA webinar (Data Scientist interview)
Key Take-Aways
 There are many definitions for BI and Analytics.
‒ Your environment to deliver data will never fall into one single
definition.
 The architectures for delivery will vary widely over time within a
single organization.
– Focus on fit for purpose.
 Use a formal process to determine where and how the data supply
chain is sourced, executed, managed and supported.
‒ Do not adopt external reference architecture without an alignment
exercise.
 BI, Analytics and Data Science will continue to evolve.
– Don’t be afraid to “fail fast” within a comfortable cost structure.
pg 27© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
Questions?
pg 28© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
MONTHLY SERIES
Thank you for joining – thanks, also, to
Looker.com for sponsoring the webinar.
Please join us Thursday, Oct. 5 for the
“Data Lake Architecture” webinar.
Kelle O’Neal @kellezoneal
kelle@firstsanfranciscopartners.com
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Analytics, Business Intelligence, and Data Science - What's the Progression?

  • 1. The First Step in Information Management looker.com Produced by: MONTHLY SERIES In partnership with: Sept. 7, 2017 Analytics, Business Intelligence and Data Science: What's the Progression? Sponsored by:
  • 2. Topics for Today’s Analytics Webinar  Defining Business Intelligence (BI), Analytics and Data Science  Differences in Architectures  When to Use Analytics, BI and Data Science  Evolution Between Analytics, BI and Data Science  Key Take-Aways  Q&A pg 2© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 3. Why is Today’s Topic Important?  Organizations struggle with where to place and how to manage the use of data.  The addition of powerful analytics just adds another item to the stack of data usage that needs to be managed.  Organizations need to be clear about where the capabilities lie – and who is responsible for successful application of all the varieties of using data.  There are numerous alternatives, and there is no one reference model.  Too many organizations are going the self-service route and are failing at meeting their data needs.  Without a good understanding of what will work in your organization, you are at risk. pg 3© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 5. Definitions  No solid demarcation between these “styles” of using data pg 5© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 6. Definitions  No solid demarcation between these “styles” of using data  Business intelligence ‒ *an umbrella term that includes the applications, infrastructure and tools, and best practices that enable access to and analysis of information to improve and optimize decisions and performance. Then does it include analytics? pg 6© 2017 First San Francisco Partners www.firstsanfranciscopartners.com *Source: Gartner IT Glossary
  • 7. Definitions  No solid demarcation between these “styles” of using data  Business Intelligence - *an umbrella term that includes the applications, infrastructure and tools, and best practices that enable access to and analysis of information to improve and optimize decisions and performance.  Analytics ‒ *Analytics has emerged as a catch-all term for a variety of different business intelligence (BI)- and application-related initiatives. For some, it is the process of analyzing information from a particular domain, such as website analytics. For others, it is applying the breadth of BI capabilities to a specific content area (for example, sales, service, supply chain and so on). pg 7© 2017 First San Francisco Partners www.firstsanfranciscopartners.com *Source: Gartner IT Glossary
  • 8. Definitions  No solid demarcation between these “styles” of using data  Business intelligence - *an umbrella term that includes the applications, infrastructure and tools, and best practices that enable access to and analysis of information to improve and optimize decisions and performance.  Analytics – *Analytics has emerged as a catch-all term for a variety of different business intelligence (BI)- and application-related initiatives. For some, it is the process of analyzing information from a particular domain, such as website analytics. For others, it is applying the breadth of BI capabilities to a specific content area (for example, sales, service, supply chain and so on).  Data science – (grouped in with Advanced Analytics definition) *the autonomous or semi-autonomous examination of data or content using sophisticated techniques and tools, typically beyond those of traditional business intelligence (BI), to discover deeper insights, make predictions, or generate recommendations. Advanced analytic techniques include those such as data/text mining, machine learning, pattern matching, forecasting, visualization, semantic analysis, sentiment analysis, network and cluster analysis, multivariate statistics, graph analysis, simulation, complex event processing, neural networks. pg 8© 2017 First San Francisco Partners www.firstsanfranciscopartners.com *Source: Gartner IT Glossary
  • 9. Definitions  Business Intelligence  Analytics  Data Science Which one(s) do I use? pg 9© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 11. Architecture Drivers pg 11© 2017 First San Francisco Partners www.firstsanfranciscopartners.com Backward-looking Forward-looking Operations and “better decisions” Data science, new insights, strategy Steady state of sources Dynamic Sources TRADITIONAL CONTEMPORARYBUSINESSGOALSAND INFORMATIONREQUIREMENTS TRADITIONAL DIFFERENCES AUDIENCE DATA SOURCE DIFFERENCES BUSINESSINTELLIGENCE ANALYTICS&DATASCIENCE Quality, reliability and precision Enablement not control MANAGEMENT & GOVERNANCE
  • 12. Architecture Differences pg 12© 2017 First San Francisco Partners www.firstsanfranciscopartners.com ETL, EAI, data quality Anything that works Suitable for batch or near-time Streaming and high volume Queries have limitations Tuned for huge volumes TRADITIONAL CONTEMPORARY INFRASTRUCTURE DATA VOLUMES BUSINESSGOALSAND INFORMATIONREQUIREMENTS BUSINESSINTELLIGENCE ANALYTICS&DATASCIENCE DATA USAGE
  • 13. It’s a Continuum  Effective use means exploiting data assets  Various standard architectures are presented to allow for understanding; the reality is no single style of architecture can address all situations  Note that algorithms and query complexity are not called out, because you can run complex algorithms against anything pg 13© 2017 First San Francisco Partners www.firstsanfranciscopartners.com Reports Dimensional Query Predictive Modeling Scenario- based Forecasting Goal Seeking Models Normalized Data Structures EDW and Marts Load Hadoop Schema on Read Hadoop Structure and flexibility Sourcing and data types
  • 14. FSFP Reference Architecture – Abstract pg 11© 2017 First San Francisco Partners www.firstsanfranciscopartners.com Data Insight Architecture 1 Data Movement/ Logistics Context Monitoring Controls Management Layer Metadata, Lineage, Work Flow, Models, Reference Data, Rules, Canonical Data Data Access Layer Reports, Visualization Visualization, Prediction, “Closed Loop,” Edge Analytics Traditional Area ERP CRM Finance Traditional Data Collection EDW Data Marts Contemporary Area Edge Processing Ingestion Smart Machines Social Bots Business Strategy Data Scientists Traditional Stakeholders pg 14© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 15. Principles  Determining which part of the data use spectrum to use is a function of principles  Most organizations just declare an architecture; e.g., “We need a lot of data so it has to be a data lake.”  Principles to apply: − Architectures to deliver BI and analytics need to reflect business needs − Supporting organizations around BI and analytics need to reflect true self service − Final architecture solution must be based on support of both modes or vintage and contemporary environments pg 15© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 16. Other Decision Factors  For BI, answer these questions as YES − Are the results intended to be repeatable? − Will the result be made operational? − Are you using the result to make decisions or monitor progress?  Analytics and Data Science is more variable − What is the level of experimentation? − Is AI or machine learning involved? − Are there algorithmic models involved?  Other questions to consider − Does any of the data leave the organization? − What are the regulatory constraints? pg 16© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 17. An Engineering Process to Define the Correct Architecture  Break all the previous notions. Remember there is no mandate for any particular architecture, like Data Warehouse, Data Mart, Operational Data Store and a Data Lake.  Any combination is possible, as long as it meets business needs. 17 Understand Business Strategy and Goals Determine Needs for Operations and Mgmt. Determine Data Needs for Planning and Analysis Determine Org. Support Develop Best-Fit Architecture © 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 19. What’s the Progression? pg 19© 2017 First San Francisco Partners www.firstsanfranciscopartners.com Data analytic tools and approaches go in and out of favor. CENTRALIZED DE- CENTRALIZED Data Science • Focused group of advanced data processing Business Intelligence Competency Center • Centralized capability to enable efficiencies Analytics Workbench • Facilitation of self- service analytics via centralized toolset Self-Service Business Intelligence • Shifting greater flexibility to the user Business-driven Analytics • Purchase and implementation via cloud, independent of IT Citizen Data Scientist • More automated, visual data processing enabling broader adoption TOOLS APPROACHES
  • 20. Organizational Drivers pg 20© 2017 First San Francisco Partners www.firstsanfranciscopartners.com IT Driven Business Used Business Driven IT Supported STRATEGY Regulatory External / Reputation Internal Experimentation Chaos Drives Innovation RISK TOLERANCE Specialized Hard to find More General Cross-functional SKILLS Centralized Decentralized
  • 21. Organizational Principles/Decision Factors  Business volatility/variability − How frequently does your business change?  Skills − How adaptable are your people?  Alignment − How well do you collaborate across functions?  Regulatory requirements − How tightly does your data need to be controlled? pg 21© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 23. Hierarchy of Data Use Solutions pg 23© 2017 First San Francisco Partners www.firstsanfranciscopartners.com AI Operational Analytics/CEP Analytic Experimentation What If Investigate Operate Monitor DESCRIPTIVE DIAGNOSTIC PREDICTIVE PRESCRIPTIVE HINDSIGHTINSIGHTFORESIGHT
  • 24. Summary: When to Use One or the Other pg 24© 2017 First San Francisco Partners www.firstsanfranciscopartners.com USAGE BASIS WHAT HAPPENED? WHY DID IT HAPPEN? WHAT WILL HAPPEN? MAKE IT HAPPEN BY ITSELF WHAT DO I WANT TO HAPPEN? WHAT SHOULD WE DO NEXT? PERCEIVED MATURITY REPORTING ANALYZING PREDICTIVE OPERATION -ALIZE ADAPTIVE FORESIGHT SOLUTION CATEGORY CAPABILITY REPORTING BUSINESS INTELLIGENCE INITIAL ANALYTICS ADVANCED ANALYTICS / DATA SCIENCE SURVIVAL/ OPERATE OPERATE/MANAGE MANAGE/ PLAN ANTICIPATE/AUTOMATE
  • 26. Data Science Enables the Future of Analytics pg 26© 2017 First San Francisco Partners www.firstsanfranciscopartners.com User 1.0 To each their own.. •Persona •Tools/Language •Containers Data 1.0 Fragmented Datasets •Isolated controls •Orphaned Models •Access patterns Technology 1.0 To each their own… •Analytical Tools/Algorithms •Visualization Models •Platforms – exploration to deployment User 2.0 Self-service power persona Data 2.0 Integrated, secure, logical data warehouse Technology 2.0 In-place Analytically complete Platform virtualization Analytics 1.0 Aggregate Dashboards/BI Analytics 2.0 Connected/Mashed Datasets Analytics 3.0 Analytics-in-place at Scale Analytics 4.0 Cognitive/Multimodal Insights; Deep Learning Hypothesis testing Rapid Experimentation In-situ/CEP Insights Artificial Intelligence The rise of Deep Learning Source: May 2017 DIA webinar (Data Scientist interview)
  • 27. Key Take-Aways  There are many definitions for BI and Analytics. ‒ Your environment to deliver data will never fall into one single definition.  The architectures for delivery will vary widely over time within a single organization. – Focus on fit for purpose.  Use a formal process to determine where and how the data supply chain is sourced, executed, managed and supported. ‒ Do not adopt external reference architecture without an alignment exercise.  BI, Analytics and Data Science will continue to evolve. – Don’t be afraid to “fail fast” within a comfortable cost structure. pg 27© 2017 First San Francisco Partners www.firstsanfranciscopartners.com
  • 28. Questions? pg 28© 2017 First San Francisco Partners www.firstsanfranciscopartners.com MONTHLY SERIES
  • 29. Thank you for joining – thanks, also, to Looker.com for sponsoring the webinar. Please join us Thursday, Oct. 5 for the “Data Lake Architecture” webinar. Kelle O’Neal @kellezoneal [email protected]