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By Wayne W. Eckerson

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Principle of Proximity: THE Best Practice in BI

After 15 years in the business intelligence industry, I’ve hit the mother lode: I’ve discovered the true secret to BI success. It’s really quite simple, and it’s been staring at us for years. It’s the principle of proximity.

By proximity, I mean seating your BI developers next to your business experts. Not just in a joint-application design session, a requirements interview, or scrum stand-up, but ALL THE TIME! Make them work side by side, elbow to elbow, nose to nose. It doesn’t work to merely locate them on the same campus or in the same building. You need to put them in the same cubicle block, or better yet, in one big room with no walls so everyone can see, hear, smell, and touch everyone else all the time. Radical, but effective.

And don’t mistake me: I’m not talking about business requirements analysts--I’m talking about developers who write the code and design the models. Yes, make the developers get the requirements right from the horse’s mouth. Don’t force them to learn requirements second hand through a business requirements analyst. Trust me, something always gets lost in translation.

To develop awesome BI applications, you have to function like a small start up where there are no departments or organizational boundaries, no separatejargon or incentives, no separate managers or objectives, and NO WALLS. Just one big, messy, energetic, on-the-same-wavelength family that gets things done. And fast.

Role of Agile. I like agile software development methods. They come as close as any methodology to approximating the principle of proximity. If nothing else, go agile. Create a small team of business and technical people and make them do stand-up meetings daily, if not hourly! And hold them jointly accountable for the outcome.

But as good as agile can be, proximity is better. Why? When you place developers and business experts in the same room, they almost don’t need to talk. They absorb what they need to know by osmosis, and they learn to respect what each group needs to do to succeed. And fewer meetings make happier, more productive people.

Several years ago, Wes Flores, a technology manager at Verizon, told me the secret of his group’s success: “We sit side by side with business people and report into the same leadership. The only difference is that we specialize in the data and they specialize in the business process.”

So if you want to succeed at BI, reassign your business requirements analysts and immerse your BI developers in the physical heart of the business by applying the principle of proximity.

Posted by Wayne W. Eckerson on 01/07/10 at 12:41 PM


Comments

Tue, Mar 2, 2010

Thanks for sharing. Sounds like an "extreme" agile way and maybe the next step is to bind both brains together thru some high tech machines (joke). I will say it is quite a ideal way for BI project implementation and any project manager will love, but rather unrealistic in our project background, due to cost consideration, documentation requirement. But hope that day will come soon.

Tue, Jan 26, 2010 Aran

|Wouldn't it make more sense for business experts to do their own developing or at least prototyping of reports and analyses. This frees up IT to ensure that good data is available and that systems are up and running while allowing business experts to turn data in to actionable information. The tools are becoming available for this to happen so I think the question is will organizations change to allow it?

Tue, Jan 12, 2010 Wayne Eckerson

I may be overstating the case a bit to make a point and get people to pay attention. But proximity and culture are the reasons why departmental solutions are usually much more effective than enterprise ones. While I don't think we can get rid of our business requirements analysts in large centralized organizations, we should always strive to create the seminal beginning -- the single, unified team.

Sat, Jan 9, 2010 Valentin Australia

Wayne, you described the problem and proposed a simple solution spot on!! Nothing to correct but many things to add. When a one-man-band (or one principal + some junior) is trying to get BI through -- simple Things might get a bit messy (from negative point of view) when there is a team of BI specialists trying to deliver and maintain one large solution. The BI team would need its internal coordination, which business should not have power over. The connection point should be the smart BI team leader with the business power user, rather than a non-technical manager, who is trying to manage BI with some business manager, who has a personal assistant. In any case I reckon the article proposes a very brave approach

Fri, Jan 8, 2010 Paul

Wayne - I agree that this is insightful. I'm afraid that some people might read this as "then every business unit that has content experts and analysts can have their own, separate BI practice." (That is, different standard, disintegrated efforts, etc.) There need to be opportunities (and incentives) to collaborate across BI work happening in different business silos that might not otherwise interact. There still need to be opportunities for BI developers to interact with each other outside of their respective functional teams; and there need to be incentives (not just an altruistic desire to share) that encourage teams to leverage the work of another team rather than redoing work or doing work differently. Those are some of the drivers that push us to centralize horizontal services like "development." I agree with you that proximity (and not just physical but also in terms of organization and prioritization) is the best way to achieve the best execution. I also struggle with the juxtaposition of the competing desire to achieve efficiency and quality through centralization.

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