Monday, April 4, 2011

PNC Bank Talks about BI

In a recent February 2011 presentation and round-table in Pittsburgh, PNC Bank discussed their BI experiences. The BI Xchange website provided a summary of that, with comments such as:
  • Executive support for BI is strong 
  • Purchased a data warehouse appliance to speed BI queries 
  • Standard reporting that came with pre-built applications did not meet their needs 
  • Mobile BI is an issue to banks due to security concerns
  • Looking into "Certified Reporting" to confirm figures in various reports are correct 
  • Using an OnShore/OffShore BI application development model 
  • For BI resources, start with good business people and teach them the BI tools (and warnings about that statement since there may be a reason these individuals have not chosen to be involved with the technology) 


The BI Xchange provides this summary of their organization:

The BI Exchange is a platform for professionals interested in exchanging knowledge, ideas and experiences about the field of Business Intelligence (BI). It is a community of both management and technology professionals with a focus on increasing awareness of how BI can transform the business processes. 
We hope that this community will foster knowledge sharing and in the long run we will accumulate a repository of best practices freely available to the entire BI community.


I will comment on just one of their topics: "Certified Reporting." Many organizations employ multiple reporting specialists creating documents with figures that do not match those of other documents. This is especially true in firms where the IT group has not taken an active BI role, leaving the business units to fend for themselves. During one BI assessment, a business reporting specialist confessed to me, "Nobody can prove me wrong."

In other words, there was no easy way to validate or deny the figures he put onto a report. Without a formal standard for business terminology or calculations, this individual could almost make up the results. In fact, when his sponsors did not like the answers on the reports, they gave him different business rules to follow. This is a serious problem.


Companies must formally define how their BI reports are created and have a single version of the truth.

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About Me

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Doug Lautzenheiser is a leading subject matter expert in the use of Business Intelligence software within corporate organizations. He is one the top authorities in the WebFOCUS BI software product, from Manhattan-based Information Builders. While a vendor employee, Doug was trained and certified in IB's BI products all the way through the internal workings of the software.

During his 13-year career with IB, Doug led regional education, consulting, and pre-sales technical support services. In addition to being a software vendor employee, Doug spent 7 years with IB customers and 5 years with IB partners.

Doug has provided BI services to organizations such as Procter & Gamble, Wendy's/Arby's Group, Omnicare, TriHealth, Hormel Foods, JPMorgan Chase, MasterCard, the State of Indiana, the State of Oklahoma, and the Choctaw Nation of Oklahoma.

Doug is general manager of Partner Intelligence, a Cincinnati-based consulting firm specializing in BI professional services such as strategic advice, BI application development, and tools/methodologies for automating BI application development tasks.