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Glen Chambers

November 2008 - Posts

  • Reining in spreadsheets and using them better

    Spreadsheets are ubiquitous, perhaps the most used application in the workplace for a large majority of people and definitely not going away.  However sometimes they can also be, well, dangerous and secretly costing you plenty of cash so it is worth looking at them in these challenging economic times. 

    Some of the common questions that you should ask about your spreadsheets:

    • Can you trust the data held within them?
      • Especially if you have been sent them via email?
      • Do you know where the data in the spreadsheet came from?
      • Can you check a server side data source to give you more confidence in trusting the data?
    • How are the spreadsheets managed?
      • How do you know you have the right version of the spreadsheet?
      • Do people keep their own copies of data and protect it?
      • What would happen if these people left the organisation?
      • Are the workbooks full of complex logic only understood by its creator or does it use common business rules common throughout the organisation?

    For more information I recommend you download the white paper "Getting More from Your Spreadsheets with Business Intelligence" written by Business Objects.  It covers the hidden costs of spreadsheets and other issues such as security, data integrity, reliability and how to extract the most value out of them. 

    As nearly all users are familiar with Excel you will face serious opposition by trying to remove it entirely, so what options are available with regards to reining in these spreadsheets so they are used more effectively and better controlled? (from an SAP-Business Objects perspective as that is my area of interest)

    image For simply accessing and sharing data you can use the Business Objects Live Office suite that enables server side data to be embedded into Excel, Word, PowerPoint or Outlook.  This guarantees the data held within the documents is trusted as it is sourced directly from the data warehouse and eliminates the  issue of two groups of people having differing figures for the same set of information, you have 'one version of the truth'.  Once the data is embedded into Excel you can format it and perform calculations in the usual way and all changes are retained.

    For planning, budgeting and forecasting exercises you can use SAP Integrated Planning (IP) or SAP Business Planning & Consolidation (ex-OutlookSoft).  Whilst BPC has superceeded SAP IP it is in fact guaranteed to be supported by SAP until 2017 so it is still a viable option.  SAP BPC 7.0 which being built on the NetWeaver stack (as opposed to version 5.0 build on Microsoft) is in 'ramp-up' mode and is unlikely to be generally released until Q2 2009. 

    Some of the advantages of using either of these budgeting, planning or forecasting solutions are:

    • Complex business logic can be moved from individual workbooks and handled central and in a uniform way
    • Data security can be managed to ensure that only the correct users can submit/review data
    • Better auditing, tracking and monitoring of the planning processes

    to name but a a few.

    If you use Excel to model 'what if' scenarios then you should consider Xcelsius.  The Business Objects visualisation tool has powerful features that can help you make sense of complex data.  It can also be used for dashboards and other models and has been refered to a one of the new BI 2.0 type applications. 
    A simple Profitability Analysis model demo built using Xcelsius is available to view here (requires Adobe Flash) and a whole host of others here

    This profitability model allows you to create "what-if" scenarios by modifying sales growth rate and all other relevant accounts measured as a percentage of total sales. This example, built with fictitious data, depicts the most relevant accounts of a profit and loss statement, and shows the impact of changes on net income. The results change immediately, allowing you to create endless what-if scenarios.

    image

     

    In summary spreadsheets are here to stay and with Office Excel 2007 increasing the maximum limit on the number of rows in a spreadsheet we will probably see million row data silos being created all over the organisation by business users rather than pointing them to a server side data source in a BI system.  Despite the disadvantages of spreadsheets, including their unfortunate tendency to make important data difficult to find and to derail compliance efforts, companies should forget about eradicating them, its far too late for that with 400 million global users of Excel, instead focus on using them better.

  • SAP project management lessons learnt & tips

    Following on from my previous post on using a structured project management methodology I want to now cover some of the important tips I have picked up managing SAP BI projects.

    • Users must come first; any new solution must be used or it is both useless and a waste of time. They must be engaged and represented at every stage, if they don’t buy into the vision then the project legacy is doomed.
    • Any project that is driven by the technical team may well end up being flashy and fully featured but it may not live up to the expectations of its users. It is essential to engage business contacts who know the project area inside out and really do represent their interests. This can avoid a lot of painful rework at a later date.
    • The project vision and scope must be clear so all team members are moving in the same direction and only working on what is critical to its delivery.
    • The project must have support from a sponsor high enough in the organisation to make things happen to help drive the project forward when times get tough.
    • A crack team of experienced technical specialists are indispensable; they will use best practice, know how to fix common but undocumented issues and invariably reduce the implementation time. Even though they may seem more expensive they generally provide more value and reduce overall cost of project delivery.
    • Be prepared for software bugs!  As we all know no SAP implementation will be delivered without having to apply notes, service packs and patches, so allow contingency time from the outset.
    • The stakeholders of many enterprise projects can span multiple offices and countries so good communication channels are vital. This can include having access to collaboration software such as Live Meeting, resource repositories such as SharePoint, international conference call facilities and even instant messaging applications.
    • A well managed change management strategy is required to get the users on board and ready to use a new system and its associated processes. At the point of project go-live the users must want to use the new system and not simply continue using their old habits (if it is possible for them to do so), it must also be easy for them to make the switch and good training material and support mechanisms will help immensely.
    • If the project team is different from the support team then organise your knowledge transfer sessions early and do not under-estimate how long this process will take. It is essential the solution can be fully supported at the point the implementation team leaves the project.
    • Promote the project in the organisation and involve other teams and departments who have even the vaguest interest. If you can build support and momentum behind the project then it will be easier to it get through any issues that arise that involve those other interested parties.

    This list is by no means definitive but I hope that some of these guidelines can help you deliver successful projects.  Good luck!

  • Using structured project management to ensure successful project delivery

    I know, I had you at structured project management! Firstly apologies for the dull sounding title but I have recently delivered a successful SAP BI project using a structured project management methodology and thought that over a series of two blogs I would firstly cover the reasons why you should take this approach and then next cover some lessons I learnt and also some tips that I picked up along the way.

    One of the hardest things to do with a Business Intelligence (or in fact any!) project is to keep it running on time and on budget, without proper control projects can easily go way off course and blow the original business case and associated budget out of the water.  Structured project management means managing the project in a logical, organised way, following defined steps.  By definition a structured project management method is the written description of this logical, organised approach.

    The project should be divided in manageable stages enabling efficient control of resources and regular progress monitoring throughout the project.  The various roles and responsibilities for managing a project should be fully described and are adaptable to suit the size and complexity of the project, and the skills of the organisation.  It is also worth considering product-based planning that means the project plans are focused on delivering results and are not simply about planning when the various activities on the project will be done. 

    The project should be driven by its business case, and to some extend its ultimate goal, that describes the organisation's justification, commitment and rationale for the project's deliverables or outcome.  The business case should also be regularly reviewed in conjunction with the project's progress to ensure the business objectives, which may well change during the life of the project, are still being met.  In the majority of today's projects there are invariably different groups of people involved and a structured project methodology provides a common language across all the interested parties to bring them together with the necessary controls and stages to work successfully throughout the life of the project.

    Without a clearly defined project management method, those who commission a project, those who manage it and those who work on it will have different ideas about how things should be organised and when the different aspects of the project will be completed.  Those involved will not be clear about how much responsibility, authority and accountability they have and, as a result, there will often be confusion surrounding the project. Without a project management method, projects are rarely completed on time and within acceptable cost - this is especially true of large projects.

    BI is always changing so I would recommend reviewing and adapting the methodology used using lessons learned from previous projects.  In summary some of the benefits of an approach like this are:

    • You never lose sight of the original business goal of the project.  It is very easy to get lost in the technology and more sexy parts of a solution and forget the customers reasons for doing the project in the first place, this is especially true for long running projects.
    • Planning, monitoring and control helps ensure the project is delivered on time, within budget and to the required level of quality.
    • Project progress is more visible to senior management so enabling better control.
    • Risks and problems are pro-actively managed so enabling better chances of project success.
    • The controlled use of resources from the start to the end of projects helps to utilise these resources more efficiently.
    • Changes are managed correctly without getting out of control.
    • The process is repeatable; once learned and understood it is reusable on many projects increasing project success rates.
    • You learn from the experience from previous projects and apply those lessons in the future.
    • Actively involving stakeholders throughout the project help ensure the desired outcomes.  In the past I have seen the business engaged only at the start of the project and then not involved in the build stage then it is no wonder that what is delivered and what the customer is expecting is often very different.

    A lot of this is common sense but it is always worth reminding yourself of best practice once in a while as you are only as good as your last project!