Below is a continuation of the transcript of a Webinar hosted by InetSoft on the topic of
Best Practices for Key Performance Indicators. The presenter is Mark Flaherty, CMO at
InetSoft.
Mark Flaherty (MF): For years people have been talking about driving BI throughout the
organization. But if you pay attention to where the priorities are, they are in performance management. When
BI
gets down into the operational areas, that’s where you get the greatest ROI and the biggest impact.
Historically the management systems and the management dashboards have been useful in guiding management
decisions, but what they cannot do at the highest levels is change behavior within the organization. Having
the
management dashboards and scorecards is great, but when you bring it down to the call center operations, and
let
people see the metrics, how they rank with their peers, that’s where you’re creating the
positive or
negative reinforcement feedback loop that you may have learned about from your psychology and human behavior
courses.
When you look at executive dashboards, they are designed to support strategic decision-making. But when you
are down in the trenches, first of all, the world is moving at lightning speed. So not only do you have to
make
decisions quickly, but you have to be able to adjust your metrics very quickly. So agility in performance
management, agility in business intelligence is key. In terms of deploying the key metrics and being able to
change and update them is very important. A second point is that end-user self-service is absolutely critical.
And this is a hallmark of InetSoft's BI
software. When you are down in the trenches, you don’t have a lot of extra support so enabling the
end-users
with intuitive self-service tools become so critical.
What Are the Ways to Increase Adoption of a Business Intelligence Solution in a Global Enterprise?
Increasing the adoption of a Business Intelligence (BI) solution in a global enterprise is a multifaceted
challenge that requires a strategic approach. To successfully drive adoption across various regions,
departments, and teams, it's important to address not only technical barriers but also cultural,
organizational, and usability factors. Here are several key strategies that can help increase adoption of a BI
solution in a global enterprise:
1. Executive Buy-In and Sponsorship
- Why It's Important: Executive leaders have the influence to set priorities, allocate resources, and drive
organizational culture. When leadership actively endorses and promotes the BI solution, it sends a clear
message to the entire enterprise that data-driven decision-making is a strategic priority.
- How to Achieve: Have C-suite executives communicate the value of the BI tool and demonstrate their own use
of it in decision-making. Providing executives with customized dashboards that deliver real-time insights
will showcase the tool's utility, creating a trickle-down effect.
2. Clear Communication of Business Value
- Why It's Important: Employees must understand how the BI solution will directly benefit their daily tasks
and contribute to broader business goals. Without a clear value proposition, adoption will be slow.
- How to Achieve: Tailor communication to show how BI can solve specific pain points in different
departments (e.g., marketing, sales, finance). Conduct case studies or pilot programs that highlight
measurable improvements in areas like operational efficiency, decision-making speed, or customer insights.
3. Tailored Training Programs
- Why It's Important: Global enterprises typically have employees with varying levels of technical expertise
and data literacy. If employees feel intimidated by the complexity of a BI tool, adoption will falter.
- How to Achieve: Develop targeted training programs based on the needs of different user groups. For
example, power users (data analysts) should receive in-depth technical training, while general business
users can benefit from simple, role-based, and task-specific tutorials. Offering ongoing training, video
tutorials, and knowledge-sharing communities will support continuous learning.
4. Localized Implementation Strategy
- Why It's Important: Global enterprises often face challenges when rolling out technology across regions
due to cultural differences, regulatory requirements, and localized workflows. A one-size-fits-all approach
may fail to resonate.
- How to Achieve: Adapt the BI solution to the unique needs of different regions or business units. This
could involve customizing dashboards, reports, and workflows to align with local business priorities,
regulations, or cultural expectations. Involve regional managers and employees in the customization process
to ensure the tool meets local needs.
5. Foster a Data-Driven Culture
- Why It's Important: Successful BI adoption goes beyond technology implementation—it requires a cultural
shift toward valuing data in decision-making at all levels of the organization.
- How to Achieve: Encourage the use of data in meetings, reviews, and everyday decisions. Recognize and
reward employees and teams that effectively use the BI tool to drive results. Create internal champions who
advocate for the tool and demonstrate its value in practice.
6. User-Friendly Interfaces and Self-Service Capabilities
- Why It's Important: If the BI tool is difficult to use or requires heavy IT support, employees will revert
to manual methods or older tools. A user-friendly interface and easy self-service functionality can increase
user confidence and promote independence.
- How to Achieve: Select or customize a BI solution that emphasizes usability, offering intuitive interfaces
with drag-and-drop functionality, visualizations, and customizable dashboards. Provide self-service features
that empower users to generate their own reports without relying on IT.
7. Pilot Programs with Key Departments
- Why It's Important: Rolling out a BI tool enterprise-wide all at once can be overwhelming. Focusing on key
departments first can serve as a proof of concept and build momentum for broader adoption.
- How to Achieve: Implement the BI solution in high-impact departments or teams that are data-centric, such
as sales, finance, or marketing. Track measurable improvements in KPIs like reporting efficiency,
decision-making speed, or revenue growth. These successes can be used to drive adoption in other
departments.
8. Ongoing Support and Resources
- Why It's Important: Post-launch support is critical to maintaining adoption. Without it, employees may
become frustrated by unresolved issues or confusion and could revert to old ways of working.
- How to Achieve: Establish a robust support system, including a help desk, online knowledge base, and
dedicated BI experts for troubleshooting. Provide regular updates and best practices through internal
newsletters or forums. Create a feedback loop where users can submit feature requests or report challenges
to ensure continuous improvement of the solution.
9. Data Governance and Security Assurance
- Why It's Important: Global enterprises must comply with various data governance and security standards.
Concerns about data privacy, especially in regulated industries (e.g., healthcare, finance), can impede BI
adoption if not addressed.
- How to Achieve: Ensure that the BI solution adheres to global and regional data protection regulations
(e.g., GDPR, HIPAA). Implement role-based access controls to safeguard sensitive information, and clearly
communicate security measures to build trust among users.
10. Incentivize and Reward Adoption
- Why It's Important: Incentivizing early adopters and showcasing success stories can create momentum.
Recognizing employees who leverage BI for business success can inspire others to follow suit.
- How to Achieve: Implement recognition programs that reward teams or individuals for using BI to generate
insights or solve key business challenges. This could include monetary incentives, public acknowledgment, or
promotions.
11. Integration with Existing Systems
- Why It's Important: If the BI tool operates in isolation, employees may find it cumbersome to use, which
could lead to lower adoption. Seamless integration with existing ERP, CRM, and other business systems
ensures a unified workflow.
- How to Achieve: Ensure the BI solution integrates with existing enterprise systems so that employees can
access all relevant data within a single platform. Streamlining workflows and ensuring data continuity will
enhance user experience and reduce resistance.
12. Mobile Access and Flexibility
- Why It's Important: Global enterprises often have a mobile workforce spread across different time zones.
Employees need to access data and reports from anywhere, which can enhance engagement with the BI tool.
- How to Achieve: Ensure the BI solution has mobile-friendly capabilities, allowing users to access
dashboards and reports from smartphones or tablets. This will enable employees on the move to stay connected
and make informed decisions in real-time.
13. Gamification and Friendly Competition
- Why It's Important: Gamifying the use of BI can drive engagement, particularly if employees are motivated
by competition or rewards.
- How to Achieve: Create leaderboards or scorecards to show which teams or regions are leveraging the BI
tool most effectively. Encourage friendly competition by offering rewards for top performers who
consistently use the tool to generate insights or drive improvements.
14. Phased Rollout with Measurable Milestones
- Why It's Important: A phased rollout allows the organization to manage the complexity of global
implementation and measure success incrementally.
- How to Achieve: Break down the BI deployment into smaller phases, focusing on specific departments,
regions, or functions. Set clear milestones for each phase (e.g., number of users, usage frequency, or
impact on decision-making) and adjust the strategy based on real-time feedback.
15. Leverage Analytics to Measure BI Usage
- Why It's Important: Tracking the adoption of the BI tool itself can provide insights into usage patterns,
resistance points, and opportunities for improvement.
- How to Achieve: Use built-in analytics within the BI platform to monitor user activity, dashboard usage,
and report generation. Identify departments with low engagement and target them with additional training or
resources to improve adoption.