Businesses are using today’s BI to support more people in their organization through visual visual analytics. While you can take full advantage of today’s BI, you’ll need to scrutinize your reports and analytics to make sure they’re up-to-date to maximize your bottom line.
Many companies are also suspicious of the migration process and how they can escape the dilemma of maintenance. If you are late in an annual maintenance cycle, you will not be able to complete your conversion before the upgrade. If you migrate too soon, you pay more for overlapping BI systems.
Modernization for value and return
Sometimes, replicating some reports on a modern platform can be as simple as copying and pasting SQL code behind them. From there, users benefit from the benefits of further analysis with a self-service tool. In other cases, additional efforts may be required to achieve analytical value or cost savings. After all, you risk your adoption if the company does not see the value one way or the other. Determining the appropriate use cases for modernization is key to generating profits that translate into a return on investment, whether it saves on IT technology spend, saves time, or cuts costs. new information that affects the results.
Ideal migration situations in which modern BI offers a high analytical value:
If you have many outdated, unused, or overlapping reports – if you have thousands of reports, you’ll probably find multiple copies, almost duplicates, and reports that are no longer used. Take a step back in the inventory of your reports and think about why so many reports are being created. You can delete and consolidate older reports when overlaps occur. For example, running the same report type for different regions or sales people can save you time and effort by using settings that customize information based on the parties involved.
When you use a traditional ad hoc analytics platform without reporting, the accessibility and speed with which you can analyze advanced analytics is of great value. Migration should be easy if your business rules and logic match the source data and your semantic level is used as expected.
If you use a legacy system as a data export tool: Do users provide their data for downstream analysis in Excel, or even convert traditional BI exports to an ad hoc analytics platform? modern day? It’s time to consolidate the systems. Advanced analytics provide users with powerful, easy-to-use scanning and sharing capabilities, but they also preserve the data security that is at risk when interacting with files and emails.
More complex migration scenarios in which modern BI adds analytical value:
If you have created business rules at your semantic level (or even worse in individual reports) to allow ad hoc analysis, the process of deconstructing your semantic level and recreating your metadata for further analysis becomes more complicated when you apply. Define business rules or create new semantic fields or reports instead of an ETL tool.
If your traditional system is tied to your technology stack – Some processes in your data pipeline may be based on inflexible tooling of your larger technology stack. Sometimes you only have one Business BI tool based on other packaged products. In these cases, integrating, migrating, or restoring aspects of your data workflow can be an additional challenge.
Situations where modern BI offers little or no analytical value, but costs can be consolidated or migrated:
If you have strict regulatory or compliance requirements – Some regulatory solutions may not meet the BI requirements immediately. However, the flexibility of the enhanced platform can be met by the additional products, processes, or support required for compliance – and you can still achieve savings through the consolidation of BI systems.
If changing the output of your report has a significant impact on downstream processes: If you use a legacy platform to generate feeds or outputs with inflexible workflows, moving these reports to modern BI can affect your workflow. other downstream elements. Customers or partners who use your data may have specific requirements and workflows for their analysis. Consider the implications of implementing a new technology.
It is also important to know that the prospects of those working in a traditional reporting system can influence the scale of modernization. If IT typically executes report requests that affect the look of the report, it may not know the capabilities of a modern platform to perform the same analysis, but with a different design. (You may have used report presentations for years because that was the best way to print them.) Occasional users who see dashboards and reports may need to familiarize themselves with new presentations. until you see the modern platform directly. By meeting their needs, they can conduct self-service analyzes. The initial apprehension may seem like an obstacle, but on the other side of the coin is an excellent opportunity.
The Dilemma Maintenance Donation Timing
The cost of supporting multiple platforms is a typical problem for organizations that want to switch to advanced analytics, especially for those who want to shut down the traditional system. Perfect timing varies from organization to organization, depending on the traditional platform you use, your maintenance contract, and the complexity of your data pipeline and environment.
Some companies see the immediate benefits of self-service analysis as a proof of concept and can continue the migration, even if they pre-purchase a maintenance contract with their traditional BI vendor. For others, cost reduction is the only way to make moving easier.
If your migration is completely dependent on your spending, you may want to conduct an assessment and set a financially appropriate schedule for your organization. Another option is to ask your current BI vendor for a maintenance contract or credit. This can be an option with a multiyear trade agreement and if you are sufficiently convinced of the value of modern analytics and solution providers.
You need to fine tune the workflow and define a tiered migration schedule that will ensure proper training and testing to validate your new solution and optimize those overlap periods to minimize costs. Here’s an example of a high-level approach:
The first phase involves planning and running pilot projects, usually a scale, an inventory of your reports and requirements, and a more detailed analysis of your financial model to develop the necessary migration strategy. During this time, you will also need to define or assess your cross-functional governance body, the organizational roles, responsibilities and licensing requirements, as well as important aspects of your data and governance strategy that will enable users to succeed.
The second phase is to get the most effective modern BI content. Because traditional reports are often developed on the basis of user requirements, it is a good time to collaborate with the target group of reports before allowing for the best possible analysis, before modern BI features are in widespread use. , As important use cases are created with your modern platform, you can further consolidate the processes of reporting, governance, maintenance, monitoring, etc., and reports, dashboards, and prototypes use data source and initiate user training.
The last phase is the validation during the coexistence of your traditional and modern systems. As users work with their new state-of-the-art solution, they not only expect their reporting requirements, but also visual self-service visualizations to provide new information about their data. and their commercial benefits. Ideally, you will adjust or reduce the size of your traditional platform if you reach the renewal period of the maintenance contract.
Manage the migration and deployment
When defining a deployment scenario and strategy, it’s not uncommon for organizations to start small. Depending on the BI systems that are centralized or used in multiple services, modern migration can begin with a particular service or implementation for a particular use case that covers multiple services. The mission can grow and expand from there as soon as the first successes are registered and communicated.
If it is illogical to delete internal resources from work, or if you do not have the skills to securely manage the migration, you can work with an IS partner or consulting partner during the migration and leverage their expertise in the modern world computing environment. Use the migration. With a good understanding of your needs and a solid framework, an industry expert handling heavy lift orders may be a better option for your organization in terms of total cost and schedule.