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By Wayne W. Eckerson

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Revolutionary BI: When Agile is Not Fast Enough

Developers of BI unite! It is time that we liberate the means of BI production from our industrial past.

Too many BI teams are shackled by outdated modes of industrial organization. In our quest for efficiency, we’ve created rigid, fiefdoms of specialization that have hijacked the development process (and frankly, sucked all the enjoyment out of it as well.)

We’ve created an insidious assembly line in which business specialists document user requirements that they throw over the wall to data management specialists who create data models that they throw over the wall to data acquisition specialists who capture and transform data that they throw over the wall to reporting specialists who create reports for end users that they throw over the wall to a support team who helps users understand and troubleshoot reports.The distance from user need to fulfillment is longer than Odysseus' journey home from Troy and just as fraught with peril.


Flattened BI Teams

Contrary to standard beliefs, linear development based on specialization is highly inefficient. “Coordination [between BI groups] was killing us,” says Eric Colson, director of BI at Netflix. Colson inherited an industrialized BI team set up by managers who came from a banking environment. The first thing Colson did when he inherited the job was tear down the walls and cross-train everyone on the BI staff. “ Everyone now can handle the entire stack--from requirements to database to ETL to BI tools.”

Likewise, the data warehousing team at the University of Illinois found its project backlog growing bigger each year until it reorganized itself into nine small, self-governing interdisciplinary groups. By cross-training its staff and giving members the ability to switch groups every year, the data warehousing team doubled the number of projects it handles with the same staff.

The Power of One

Going one step further, Colson believes that even small teams are too slow. “What some people call agile is actually quite slow.” Colson believes that one developer trained in all facets of a BI stack can work faster and more effectively than a team. For example, it’s easier and quicker for one person to decide whether to apply a calculation in the ETL or BI layer than a small team, he says.

Furthermore, Colson doesn’t believe in requirements documents or quality assurance (QA) testing. He disbanded those groups when he took charge. He believes developers should work directly with users, which is something I posited in a recent blog titled the Principle of Proximity. And he thinks QA testing actually lowers quality because it relieves developers from having to understand the context of the data with which they are working.

It’s safe to say that Colson is not afraid to shake up the establishment. He admits, however, that his approach may not work everywhere: Netflix is a dynamic environment where source systems change daily so flexibility and fluidity are keys to BI success. He also reports directly to the CEO and has strong support as long as he delivers results.

Both the University of Illinois and Netflix have discovered that agility comes from a flexible organizational model and versatile individuals who have the skills and inclination to deliver complete solutions. They are BI revolutionaries who have successfully unshackled their BI organizations from the bondage of industrial era organizational models and assembly line development processes.

Posted by Wayne W. Eckerson on 01/27/10 at 3:13 PM


Comments

Mon, Apr 26, 2010 Marco ILLESCAS Chile

I found this article quite provocative, yet it's quite a straightforward action path for single managed companies, but what about holdings of interdependent subsidiaries that can execute different local business strategies yet they're in need of a single yet flexible BI solution? As a Holding there's a need to maintain a tight standard compliance policies and leverage the hiring of skilled specialists (who are really scarce and take long time to train). Shall such organizations let their subsidiaries go a little bit free on BI development too? Does a centralize/decentralize model have any impact on how well a little of freedom can improve BI capabilities delivery?

Thu, Apr 15, 2010 Herve Schnegg

From a BI professional perspective, that would also mean a more challenging job involving less routine. Definitely something that I would be keen to experiment! See also: http://mygeekystuff.wordpress.com/2010/03/29/dreaming-the-perfect-bi-job/

Tue, Apr 13, 2010 Garethe Hughes

Interesting perspective. Your premise relies on key individuals. The point of process-driven development models is that they are isolated from the loss of skilled individuals. The model you propose would be more applicable to a small BI shop, once you get up to several hundred developers you need some process (Agile or otherwise) to safeguard you from loss of personnel.

Tue, Apr 13, 2010 Keith Erskine Chicago

Reducing "waste" in the delivery pipeline is one of the basic tenets of the lean methodologies piloted by Toyota decades ago. And "waste" can easily include the necessity to pass information through multiple people, where each extra person provides little, if any, value to the delivered product. Hence, paradoxically, teams made up of fewer people with a generality of skills tends to be more productive than large teams made up of a multitude of narrowly-skilled specialists. The problem in our industry, especially on the recruitment side, is that general skills are not as valued as multi-year experience in one specific skill, which further exacerbates this overall problem.

Wed, Feb 3, 2010 Pankaj Sinha Michigan

I totally agree that there is a greater need to address the problems with today's BI development approach given ever changing requirements and data sources. We have been using a Hybrid/Agile methodology for deploying BI iteratively and rapidly. This approach not only delivers BI Reports, Dashboards & Scorecards based on Business users' priorities and timeline, it also allows for continuous integration of data sources into the DW/Marts (as and when their need is identified). The results have been excellent and user satisfaction has gone up significantly. It is important to point out here that we did sufficient upfront Planning and Architecture definition and established a Strategic BI Roadmap to guide the BI iterations.

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