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Grab some coffee and enjoy 
the pre-show banter before 
the top of the hour!
Smarter Analytics: Supporting the Enterprise with Automation 
The Briefing Room
Twitter Tag: #briefr 
The Briefing Room 
Welcome 
Host: 
Eric Kavanagh 
eric.kavanagh@bloorgroup.com 
@eric_kavanagh
! Reveal the essential characteristics of enterprise software, 
good and bad 
! Provide a forum for detailed analysis of today’s innovative 
technologies 
! Give vendors a chance to explain their product to savvy 
analysts 
! Allow audience members to pose serious questions... and get 
answers! 
Twitter Tag: #briefr 
The Briefing Room 
Mission
Twitter Tag: #briefr 
The Briefing Room 
Topics 
This Month: ANALYTICS & MACHINE LEARNING 
July: INNOVATIVE TECHNOLOGY 
August: BIG DATA ECOSYSTEM 
2014 Editorial Calendar at 
www.insideanalysis.com/webcasts/the-briefing-room
Twitter Tag: #briefr 
The Briefing Room
Twitter Tag: #briefr 
The Briefing Room 
Analyst: Barry Devlin 
Dr. Barry Devlin is among the foremost authorities on business 
insight and one of the founders of data warehousing, having 
published the first architectural paper on the topic in 1988. 
With over 30 years of IT experience, he is a widely respected 
analyst, consultant, lecturer and author. His 2013 book, 
“Business unIntelligence—Insight and Innovation beyond 
Analytics and Big Data,” is available as hardcopy and e-book. 
Barry is founder and principal of 9sight Consulting. He 
specializes in the human, organizational and IT implications of 
deep business insight solutions that combine operational, 
informational and collaborative environments. A regular 
contributor to BeyeNETWORK and TDWI, Barry is based in Cape 
Town, South Africa and operates worldwide.
Twitter Tag: #briefr 
The Briefing Room 
WhereScape 
! WhereScape is a data warehousing software company 
! It offers WhereScape 3D, software for planning and reality-testing 
data warehousing and business intelligence projects; 
and WhereScape RED, an integrated development 
environment used for building, deploying and managing 
data warehouses and data marts. 
! WhereScape RED allows developers to automate the data 
warehousing life cycle
Twitter Tag: #briefr 
The Briefing Room 
Guest: Michael Whitehead 
A data warehousing industry veteran, 
Michael Whitehead has spent more 
than a decade designing and building 
commercial data warehouses for 
customers in a wide variety of 
industries. Prior to founding 
WhereScape, Michael had Asia Pacific 
responsibilities for data warehousing 
for Sequent Computer Systems, Inc.
Michael Whitehead 
June 2014 
Smarter Analytics
Why were sales 
down this week 
versus last 
year? 
Grocery 
Store 
with 
Class, 
Walter 
Watzpatzkowski, 
15 
/1/09
We promoted 
ice cream but the 
weather was 
unreasonably 
cold 
Grocery 
Store 
with 
Class, 
Walter 
Watzpatzkowski, 
15 
/1/09
Our competitor 
ran a better 
promotion 
Grocery 
Store 
with 
Class, 
Walter 
Watzpatzkowski, 
15 
/1/09
1990s - Decision support 
system 
(For the time) large amounts of data, stored in 
various inscrutable file formats and database 
management systems. 
Want actionable information? 
Write a program. 
One program per analytical problem…. 
Reporting bureaus 
This 
model’s 
dysfuncBons 
created 
the 
need 
for 
data 
warehousing…
2000s - Enterprise data 
warehousing 
Separate the refinement of raw data – regardless of 
the source – from the delivery of subsets of that 
data, to various decision-making constituencies. 
Build a solid, scalable information delivery 
infrastructure for the corporation. 
Support variability, and change, at both ends. 
Apply appropriate governance, risk management, 
compliance mechanisms. 
[And stabilize the supply side of the market, in the 
process…] 
A 
design 
paFern 
for 
stable, 
OperaBonalized 
informaBon 
refining 
and 
delivery
The economic 
conditions led to a 
change in 
demographics of 
the people walking 
past my store 
Grocery 
Store 
with 
Class, 
Walter 
Watzpatzkowski, 
15 
/1/09
2014 - big data technologies 
Large amounts of data, stored in 
various inscrutable file formats and 
database management systems. 
Want actionable information? 
Write a program. 
One program per analytical problem…. 
Oh, and batch-oriented. 
And integrate-it-yourself. 
Instead 
of 
JCL, 
Pig. 
Instead 
of 
CICS 
and 
Comshare, 
Cloudera. 
In 
what 
way 
is 
this 
model 
a 
leap 
forward?
HOW DID WE 
GET HERE?
People built 
Data warehouses 
that don’t support 
analytics 
Grocery 
Store 
with 
Class, 
Walter 
Watzpatzkowski, 
15 
/1/09
2014 – “self service” 
technologies 
Large amounts of data, stored in 
various inscrutable file formats AND 
data warehouses. 
Want actionable information? 
Create a dataset. 
One dataset per analytical problem…. 
The 
newer 
tech 
is 
great. 
Is 
the 
way 
it 
is 
used 
a 
leap 
forward?
Automation is key 
for better support 
of analytics 
Smith 
Cannery: 
Extension 
and 
Experiment 
StaBon 
CommunicaBons 
Photograph 
CollecBon 
(p120)
STEPS 
1. Identify attributes 
2. Identify business key 
3. Index business key and add a unique constraint 
4. Create surrogate key with auto sequence generation 
5. Index surrogate key 
6. Insert zero surrogate key row with values set for each attribute 
7. Add a modified timestamp column 
8. Write the SQL code to Insert new business keys or Update existing business key 
rows. Maintain the modified timestamp 
9. Create any other indexes required for querying 
10. Decide best practice for index maintenance during load. Keep in situ or drop and 
recreate after load. 
11. Document procedure 
Etc Etc
Really? 
1. Identify attributes 
2. Identify business key 
3. Index business key and add a unique constraint 
4. Create surrogate key with auto sequence generation 
5. Index surrogate key 
6. Insert zero surrogate key row with values set for each attribute 
7. Add a modified timestamp column 
8. Write the SQL code to Insert new business keys or Update existing business key 
rows. Maintain the modified timestamp 
9. Create any other indexes required for querying 
10. Decide best practice for index maintenance during load. Keep in situ or drop and 
recreate after load. 
11. Document procedure 
Etc Etc
What can be automated? 
• Profiling 
• Model conversion 
• Object creation 
• Code generation 
• Indexing 
• Impact analysis 
• Documentation
What it will look like? 
The new data warehouse
The new data warehouse 
Five Key Changes 
Pooling – new types of data, staged differently 
than we’ve staged pampered data, in the past. 
A multi-engine “logical” data warehouse: 
NoSQL à Not Only SQL 
Support for discovery, prototyping and 
evaluation of analytics 
Support for continuing data integration, 
through to the “end use” tier 
Automation of the data warehousing platform’s 
core functionality 
Back 
to 
best-­‐of-­‐breed, 
customer-­‐specific 
IntegraBon 
models
Conclusion 
Let’s not stuff it up (again) 
• Data people – challenge 
ourselves to do more, faster 
• Analysts – don’t give up on the 
data people
Twitter Tag: #briefr 
The Briefing Room 
Perceptions & Questions 
Analyst: 
Barry Devlin
un 
^ 
Business Intelligence: 
Smarter Analytics: Supporting 
the Enterprise with Automation 
Dr Barry Devlin 
Founder & Principal 
9sight Consulting 
Bloor Briefing Room 
10 June 2014 
Copyright © 2014 9sight Consulting, All Rights Reserved
Analytics (and big data ) emerged for business with 
social media and web logs 
§ Understanding and tracking sentiment 
– What do you think? How do you react? 
– Basic analytics and BI activity on a new 
data source 
§ Real-time insight into and influence 
on website activities 
– Why did you abandon your cart? 
– What would you most likely buy 
on getting a cross-sell? 
– Deep, real-time analytics and BI 
with operational integration 
30 Copyright © 2014, 9sight Consulting
The Internet of Things adds urgency to a new 
automation of analytics and BI 
§ Extends existing processes 
– Micro-management of supply chains and 
extension all the way to the consumer 
– Sourcing and delivery 
§ Creates completely new business models 
– Often depending on analytics 
– Motor insurance à encouragement & prevention 
– Hospital care à health monitoring 
31 Copyright © 2014, 9sight Consulting
The biz-tech ecosystem reflects the complexity of 
today’s business. 
Speed of decision and appropriate action 
Business 
Information 
Technology 
Customer interaction 
and technical savvy 
Competition Mobile devices 
Information abundance 
and variety 
Market flexibility 
and uncertainty 
Externally-sourced 
information 
32 Copyright © 2014, 9sight Consulting
The architecture for the biz-tech ecosystem consists of 
information pillars. 
§ Single architecture for all types of 
data/information 
– Mix/match technology as needed 
– Relational, NoSQL, Hadoop, etc. 
§ Integration of sources and stores 
– Instantiation gathers measures, 
events, messages and transactions 
– Assimilation integrates stored info. 
– Reification virtualizes access 
§ Data flows as fast as needed and 
reconciled when necessary 
– No unnecessary storage or 
transformations 
– (Contrast layered data architecture) 
Reification 
Process-mediated 
(data) 
Assimilation 
Context-setting (information) 
Transactional 
(data) 
Transactions 
Human-sourced 
(information) 
Machine-generated 
(data) 
Instantiation 
Measures Events Messages 
33 Copyright © 2014, 9sight Consulting
Information pillars can be mapped to today’s BI and 
analytics tools and environments. 
§ Process-mediated data 
– Traditional computing 
– Via data entry, cleansing processes 
– Relational databases 
§ Machine-generated data 
– Output of machines and sensors 
– The Internet of Things 
– NoSQL, Streaming, (RDBMS) 
§ Human-sourced information 
– Subjectively interpreted record of 
personal experiences 
– From Tweets to Videos 
– Hadoop, Enterprise Content 
Management 
EDW BI 
Process-mediated 
(data) 
Assimilation 
Oper. 
Analytics 
Pred. 
Analytics 
Context-setting (information) 
OLTP 
Transactional 
(data) 
Transactions 
Human-sourced 
(information) 
Machine-generated 
(data) 
Instantiation 
Measures Events Messages 
34 Copyright © 2014, 9sight Consulting
From BI to Business unIntelligence 
§ Information, knowledge and meaning 
– Understanding real world context 
§ Process, predefined and emergent 
– Automating the creation and use 
of information 
§ Beyond bounded rationality 
– How decisions are really made 
§ http://bit.ly/BunI-Technics : 25% discount 
with code “BIInsights25” 
35 Copyright © 2014, 9sight Consulting
Dr Barry Devlin 
Founder & Principal 
9sight Consulting 
Thank you! 
Additional resources 
§ All articles and white papers available 
at: http://bit.ly/9sight_papers 
§ Blogs at: http://bit.ly/BD_Blog 
§ Follow me on Twitter: @BarryDevlin 
Copyright © 2014 9sight Consulting, All Rights Reserved 
36
Questions (1) 
1. The Enterprise Data Warehousing architecture of the 2000s (I would 
say 1990s) was driven by the business need for consistency / 
reconciliation of data from many sources. It’s perhaps suboptimal for 
timeliness (real-time data) and maintenance (multiple layers of ETL 
function). How can the sort of automation you’re proposing help in 
these two areas? 
2. You compare 1980s and 2014 approaches asking how this model is a 
“leap forward.” One difference is users’ (data scientists) skills with 
technology. Wouldn’t automation disempower such users? 
3. What would a warehouse that “supports Analytics” look like? 
4. You say “Automation is the key for better support of analytics,” but 
how does automation support the agility and flexibility needed for 
analytics? 
5. A big idea in analytics is “model on read.” Automation typically 
requires/provides “model on write.” How do you address these very 
opposite needs? 
37 Copyright © 2014, 9sight Consulting
Questions (2) 
6. Your pooling tier reminds me of the “Data Lake” – of which I’m not a 
big fan! Why would I want to bring “pampered data” ( I assume 
traditional data) through this pool? Seems like an additional / 
unnecessary step? 
7. What engines (other than SQL) do you envisage? Which do / will you 
support? 
8. Can you describe what the linkage between the different engines 
means? If integration how is it done? 
9. What data integration support do you envisage in the “end use” tier? 
10. Overall, how do you see your existing products evolving to implement 
the various aspects of this architecture? Does the relational database 
remain the core component, or do you envisage a more central role for 
Hadoop, as in Cloudera’s Enterprise Data Hub? 
38 Copyright © 2014, 9sight Consulting
Twitter Tag: #briefr 
The Briefing Room
This Month: ANALYTICS & MACHINE LEARNING 
July: INNOVATIVE TECHNOLOGY 
August: BIG DATA ECOSYSTEM 
www.insideanalysis.com/webcasts/the-briefing-room 
Twitter Tag: #briefr 
The Briefing Room 
Upcoming Topics 
2014 Editorial Calendar at 
www.insideanalysis.com
Twitter Tag: #briefr 
THANK YOU 
for your 
ATTENTION! 
The Briefing Room
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Smarter Analytics: Supporting the Enterprise with Automation

  • 1. Grab some coffee and enjoy the pre-show banter before the top of the hour!
  • 2. Smarter Analytics: Supporting the Enterprise with Automation The Briefing Room
  • 3. Twitter Tag: #briefr The Briefing Room Welcome Host: Eric Kavanagh eric.kavanagh@bloorgroup.com @eric_kavanagh
  • 4. ! Reveal the essential characteristics of enterprise software, good and bad ! Provide a forum for detailed analysis of today’s innovative technologies ! Give vendors a chance to explain their product to savvy analysts ! Allow audience members to pose serious questions... and get answers! Twitter Tag: #briefr The Briefing Room Mission
  • 5. Twitter Tag: #briefr The Briefing Room Topics This Month: ANALYTICS & MACHINE LEARNING July: INNOVATIVE TECHNOLOGY August: BIG DATA ECOSYSTEM 2014 Editorial Calendar at www.insideanalysis.com/webcasts/the-briefing-room
  • 6. Twitter Tag: #briefr The Briefing Room
  • 7. Twitter Tag: #briefr The Briefing Room Analyst: Barry Devlin Dr. Barry Devlin is among the foremost authorities on business insight and one of the founders of data warehousing, having published the first architectural paper on the topic in 1988. With over 30 years of IT experience, he is a widely respected analyst, consultant, lecturer and author. His 2013 book, “Business unIntelligence—Insight and Innovation beyond Analytics and Big Data,” is available as hardcopy and e-book. Barry is founder and principal of 9sight Consulting. He specializes in the human, organizational and IT implications of deep business insight solutions that combine operational, informational and collaborative environments. A regular contributor to BeyeNETWORK and TDWI, Barry is based in Cape Town, South Africa and operates worldwide.
  • 8. Twitter Tag: #briefr The Briefing Room WhereScape ! WhereScape is a data warehousing software company ! It offers WhereScape 3D, software for planning and reality-testing data warehousing and business intelligence projects; and WhereScape RED, an integrated development environment used for building, deploying and managing data warehouses and data marts. ! WhereScape RED allows developers to automate the data warehousing life cycle
  • 9. Twitter Tag: #briefr The Briefing Room Guest: Michael Whitehead A data warehousing industry veteran, Michael Whitehead has spent more than a decade designing and building commercial data warehouses for customers in a wide variety of industries. Prior to founding WhereScape, Michael had Asia Pacific responsibilities for data warehousing for Sequent Computer Systems, Inc.
  • 10. Michael Whitehead June 2014 Smarter Analytics
  • 11. Why were sales down this week versus last year? Grocery Store with Class, Walter Watzpatzkowski, 15 /1/09
  • 12. We promoted ice cream but the weather was unreasonably cold Grocery Store with Class, Walter Watzpatzkowski, 15 /1/09
  • 13. Our competitor ran a better promotion Grocery Store with Class, Walter Watzpatzkowski, 15 /1/09
  • 14. 1990s - Decision support system (For the time) large amounts of data, stored in various inscrutable file formats and database management systems. Want actionable information? Write a program. One program per analytical problem…. Reporting bureaus This model’s dysfuncBons created the need for data warehousing…
  • 15. 2000s - Enterprise data warehousing Separate the refinement of raw data – regardless of the source – from the delivery of subsets of that data, to various decision-making constituencies. Build a solid, scalable information delivery infrastructure for the corporation. Support variability, and change, at both ends. Apply appropriate governance, risk management, compliance mechanisms. [And stabilize the supply side of the market, in the process…] A design paFern for stable, OperaBonalized informaBon refining and delivery
  • 16. The economic conditions led to a change in demographics of the people walking past my store Grocery Store with Class, Walter Watzpatzkowski, 15 /1/09
  • 17. 2014 - big data technologies Large amounts of data, stored in various inscrutable file formats and database management systems. Want actionable information? Write a program. One program per analytical problem…. Oh, and batch-oriented. And integrate-it-yourself. Instead of JCL, Pig. Instead of CICS and Comshare, Cloudera. In what way is this model a leap forward?
  • 18. HOW DID WE GET HERE?
  • 19. People built Data warehouses that don’t support analytics Grocery Store with Class, Walter Watzpatzkowski, 15 /1/09
  • 20. 2014 – “self service” technologies Large amounts of data, stored in various inscrutable file formats AND data warehouses. Want actionable information? Create a dataset. One dataset per analytical problem…. The newer tech is great. Is the way it is used a leap forward?
  • 21. Automation is key for better support of analytics Smith Cannery: Extension and Experiment StaBon CommunicaBons Photograph CollecBon (p120)
  • 22. STEPS 1. Identify attributes 2. Identify business key 3. Index business key and add a unique constraint 4. Create surrogate key with auto sequence generation 5. Index surrogate key 6. Insert zero surrogate key row with values set for each attribute 7. Add a modified timestamp column 8. Write the SQL code to Insert new business keys or Update existing business key rows. Maintain the modified timestamp 9. Create any other indexes required for querying 10. Decide best practice for index maintenance during load. Keep in situ or drop and recreate after load. 11. Document procedure Etc Etc
  • 23. Really? 1. Identify attributes 2. Identify business key 3. Index business key and add a unique constraint 4. Create surrogate key with auto sequence generation 5. Index surrogate key 6. Insert zero surrogate key row with values set for each attribute 7. Add a modified timestamp column 8. Write the SQL code to Insert new business keys or Update existing business key rows. Maintain the modified timestamp 9. Create any other indexes required for querying 10. Decide best practice for index maintenance during load. Keep in situ or drop and recreate after load. 11. Document procedure Etc Etc
  • 24. What can be automated? • Profiling • Model conversion • Object creation • Code generation • Indexing • Impact analysis • Documentation
  • 25. What it will look like? The new data warehouse
  • 26. The new data warehouse Five Key Changes Pooling – new types of data, staged differently than we’ve staged pampered data, in the past. A multi-engine “logical” data warehouse: NoSQL à Not Only SQL Support for discovery, prototyping and evaluation of analytics Support for continuing data integration, through to the “end use” tier Automation of the data warehousing platform’s core functionality Back to best-­‐of-­‐breed, customer-­‐specific IntegraBon models
  • 27. Conclusion Let’s not stuff it up (again) • Data people – challenge ourselves to do more, faster • Analysts – don’t give up on the data people
  • 28. Twitter Tag: #briefr The Briefing Room Perceptions & Questions Analyst: Barry Devlin
  • 29. un ^ Business Intelligence: Smarter Analytics: Supporting the Enterprise with Automation Dr Barry Devlin Founder & Principal 9sight Consulting Bloor Briefing Room 10 June 2014 Copyright © 2014 9sight Consulting, All Rights Reserved
  • 30. Analytics (and big data ) emerged for business with social media and web logs § Understanding and tracking sentiment – What do you think? How do you react? – Basic analytics and BI activity on a new data source § Real-time insight into and influence on website activities – Why did you abandon your cart? – What would you most likely buy on getting a cross-sell? – Deep, real-time analytics and BI with operational integration 30 Copyright © 2014, 9sight Consulting
  • 31. The Internet of Things adds urgency to a new automation of analytics and BI § Extends existing processes – Micro-management of supply chains and extension all the way to the consumer – Sourcing and delivery § Creates completely new business models – Often depending on analytics – Motor insurance à encouragement & prevention – Hospital care à health monitoring 31 Copyright © 2014, 9sight Consulting
  • 32. The biz-tech ecosystem reflects the complexity of today’s business. Speed of decision and appropriate action Business Information Technology Customer interaction and technical savvy Competition Mobile devices Information abundance and variety Market flexibility and uncertainty Externally-sourced information 32 Copyright © 2014, 9sight Consulting
  • 33. The architecture for the biz-tech ecosystem consists of information pillars. § Single architecture for all types of data/information – Mix/match technology as needed – Relational, NoSQL, Hadoop, etc. § Integration of sources and stores – Instantiation gathers measures, events, messages and transactions – Assimilation integrates stored info. – Reification virtualizes access § Data flows as fast as needed and reconciled when necessary – No unnecessary storage or transformations – (Contrast layered data architecture) Reification Process-mediated (data) Assimilation Context-setting (information) Transactional (data) Transactions Human-sourced (information) Machine-generated (data) Instantiation Measures Events Messages 33 Copyright © 2014, 9sight Consulting
  • 34. Information pillars can be mapped to today’s BI and analytics tools and environments. § Process-mediated data – Traditional computing – Via data entry, cleansing processes – Relational databases § Machine-generated data – Output of machines and sensors – The Internet of Things – NoSQL, Streaming, (RDBMS) § Human-sourced information – Subjectively interpreted record of personal experiences – From Tweets to Videos – Hadoop, Enterprise Content Management EDW BI Process-mediated (data) Assimilation Oper. Analytics Pred. Analytics Context-setting (information) OLTP Transactional (data) Transactions Human-sourced (information) Machine-generated (data) Instantiation Measures Events Messages 34 Copyright © 2014, 9sight Consulting
  • 35. From BI to Business unIntelligence § Information, knowledge and meaning – Understanding real world context § Process, predefined and emergent – Automating the creation and use of information § Beyond bounded rationality – How decisions are really made § http://bit.ly/BunI-Technics : 25% discount with code “BIInsights25” 35 Copyright © 2014, 9sight Consulting
  • 36. Dr Barry Devlin Founder & Principal 9sight Consulting Thank you! Additional resources § All articles and white papers available at: http://bit.ly/9sight_papers § Blogs at: http://bit.ly/BD_Blog § Follow me on Twitter: @BarryDevlin Copyright © 2014 9sight Consulting, All Rights Reserved 36
  • 37. Questions (1) 1. The Enterprise Data Warehousing architecture of the 2000s (I would say 1990s) was driven by the business need for consistency / reconciliation of data from many sources. It’s perhaps suboptimal for timeliness (real-time data) and maintenance (multiple layers of ETL function). How can the sort of automation you’re proposing help in these two areas? 2. You compare 1980s and 2014 approaches asking how this model is a “leap forward.” One difference is users’ (data scientists) skills with technology. Wouldn’t automation disempower such users? 3. What would a warehouse that “supports Analytics” look like? 4. You say “Automation is the key for better support of analytics,” but how does automation support the agility and flexibility needed for analytics? 5. A big idea in analytics is “model on read.” Automation typically requires/provides “model on write.” How do you address these very opposite needs? 37 Copyright © 2014, 9sight Consulting
  • 38. Questions (2) 6. Your pooling tier reminds me of the “Data Lake” – of which I’m not a big fan! Why would I want to bring “pampered data” ( I assume traditional data) through this pool? Seems like an additional / unnecessary step? 7. What engines (other than SQL) do you envisage? Which do / will you support? 8. Can you describe what the linkage between the different engines means? If integration how is it done? 9. What data integration support do you envisage in the “end use” tier? 10. Overall, how do you see your existing products evolving to implement the various aspects of this architecture? Does the relational database remain the core component, or do you envisage a more central role for Hadoop, as in Cloudera’s Enterprise Data Hub? 38 Copyright © 2014, 9sight Consulting
  • 39. Twitter Tag: #briefr The Briefing Room
  • 40. This Month: ANALYTICS & MACHINE LEARNING July: INNOVATIVE TECHNOLOGY August: BIG DATA ECOSYSTEM www.insideanalysis.com/webcasts/the-briefing-room Twitter Tag: #briefr The Briefing Room Upcoming Topics 2014 Editorial Calendar at www.insideanalysis.com
  • 41. Twitter Tag: #briefr THANK YOU for your ATTENTION! The Briefing Room
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