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This BI Business Value workbook helps organizations assess/estimate the costs and benefits (ROI) of business inte
This Excel tool is an advanced/comprehensive business value model (Business Intelligence ROI calculator) to support planni
business cases for enterprise-scale business intelligence projects. It provides a robust structure to help organizations assess
benefits, and ROI) of BI initiatives. It also helps to assess the organizations current (as-is) and expected (to-be) maturity leve
Model.
This workbook can be used as a standard corporate business case template for BI initiatives. It can also be used by consulta
articulate the business value of their BI products and solutions.
This tool was developed by Hall Consulting & Research LLC (hallcr.com) and TDWI (The Data Warehouse Institute) www.tdw
On This Worksheet
Workbook Table of Contents
Key Features
Model Components / Flowchart
Instructions
Disclaimer
Terms of Use / End-User License Agreement (EULA)
Support
Title
Profile
Organizational Profile
Initiatives
Maturity
IT Labor
Productivity
Revenue
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ROI
Results Report
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This model assesses the costs and benefits of enhancing (investing in) the organization's business intelligence (BI) capabilitie
organizations BI maturity levels and capabilities. The model is adapted from TDWIs BI Maturity model and research from a v
subject matter experts.
The user selects the extent to which the organization expects to invest into implementing a variety of BI initiatives.
The model simulates "To-Be" capability adoption based on initiatives selected by the model user. The model estimates costs
capabilities/solutions, including hardware, software, IT labor, and user labor. It then simulates benefits (user productivity, IT la
growth) enabled by the solutions selected. The model also simulates improvements to KPIs (Key Performance Indicators) en
The formulas to calculate default costs and benefits are based on a variety of rules of thumb, research, customer experienc
experts. The model lists the user-selected initiatives that enable each benefit.
The model also assesses the organizations current (as-is) and simulated (to-be) maturity levels, based on TDWIs BI Maturit
that there is a strong correlation between maturity/capability levels and business performance: business performance tends
invests into advancing maturity levels.
The results (including cash flow, ROI, NPV, and payback period) are included in the "ROI" worksheet.
The model provides a robust structure to assist the organization in assessing the costs and benefits of investing in BI initiative
accurately/credibly estimate costs/benefits without significant user review, validation, and adjustment of many data inputs. Th
customized to each particular organization and set of initiatives. Results will differ significantly from one organization to anoth
TDWIs BI Maturity Model consists of five stages: Infant, Child, Teenager, Adult, and Sage. There are also two major obstacle
the Infant and Child stages, and the Chasm, which occurs between the Teenager and Adult stages. As organizations progress
greater business value from their BI investments and achieve greater consistency in the way they define shared terms and m
TDWIs BI Maturity Model are illustrated below.
The model contains eight categories that represent dimensions of TDWIs BI Maturity Model. The eight categories are:
1. Scope. To what extent does the BI/DW program support all parts of the organization and all potential users?
2. Sponsorship. To what degree are BI/DW sponsors engaged and committed to the program?
3. Funding. How successful is the BI/DW team in securing funding to meet business requirements?
4. Value. How effectively does the BI/DW solution meet business needs and expectations?
5. Architecture. How advanced is the BI/DW architecture, and to what degree do groups adhere to architectural standards?
6. Data. To what degree does the data provided by the BI/DW environment meet business requirements?
7. Development. How effective is the BI/DW teams approach to managing projects and developing solutions?
8. Delivery. How aligned are reporting/analysis capabilities with user requirements and what is the extent of usage?
The chart below provides a quick synopsis of the levels of maturity for each dimension in the model. The value statements in
delivery and value, are additive, not exclusive, as an organization moves from stage to stage.
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Disclaimer
Results should be considered estimates only. It is intended to help guide customers in better understanding approximate cos
scenarios. Due to limitations of simulation tools, actual results may differ significantly. Deployment/investment decisions sho
this tool alone -- it is not intended to be a substitute for professional advice.
This information is provided to you as a tool as is with the understanding that there are no representations or warranties of a
TDWI, HCR, and suppliers/vendors disclaim all warranties including, but not limited to, implied warranties of merchantability
TDWI, HCR, and suppliers do not warrant or make any representations regarding the use, validity, accuracy or reliability of th
the tool. In no event shall TDWI, HCR or suppliers be liable for any damages, including those arising as a result of TDWI, HC
whether those damages are direct, consequential, incidental, or special, flowing from your use of or inability to use the tool, o
or results of the tool's use, even if TDWI, HCR, or suppliers has been advised of the possibility of such damages.
By using the software/document, you accept these terms. If you do not accept them, do not use the software.
1. This is a free Preview: You may use, copy, redistribute, display, print, and reproduce this software/document.
2. You may NOT sell, rent, lease, or lend this software/document or portions/derivations of it.
3. You may NOT create derivative works from or "reverse-engineer" this software/document.
4. You may only modify portions of the software/document designated as "Input" cells (light yellow cells with double-outline an
5. You may NOT attempt to modify any Protected/Locked portions of this software/document.
6. You must maintain all copyright and other notices contained in this software/document.
7. You may incorporate only static (e.g. values, graphics) portions of this software/document within other documents (e.g. a b
the dynamic (e.g. equations, macros) functionality of the workbook is not also incorporated or duplicated.
Support
TDWI/HCR does not provide free support for this model. However, we do welcome any comments, suggestions, and feedba
HCR can provide fee-based services, including telephonic support, workbook customizations, and comprehensive consulting
business case development and validation.
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Model purchase: TDWI: 1201 Monster Road SW, Suite 250, Renton, WA 98057; T 425.277.9126, F 425.687.2842; E info@t
Fee-based business value advisory consulting services and model customizations: Hall Consulting & Research (HCR), mode
344-5103; hallcr.com
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
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s case template for BI initiatives. It can also be used by consultants and technology vendors to
ns.
(hallcr.com) and TDWI (The Data Warehouse Institute) www.tdwi.org.
Description
Collects information about: organization size, location, and industry; end user types; and labor
costs. The user enters summary-level BI capability adoption levels and initiatives to improve
adoption of capabilities. This information is used to estimate default values for all costs and
benefits throughout the rest of the model. It displays a summary of costs, benefits, and
maturity levels of the scenario modeled.
Detailed assessment of current (as-is) BI capability adoption levels. The user also enters
desired to-be capability levels (selection of initiatives). All costs and benefit estimates are
based on the scope/scale of the initiatives selected here.
Assesses "as-is" and "to-be" maturity levels. "To-be" maturity levels are based on
scope/scale of the initiatives selected. Lists key user-selected initiatives enbling the
improvement to the "to-be" levels.
Estimates all labor costs (direct and indirect) needed to implement, fully adopt, maintain, and
support the solution. Includes: IT labor, user labor, one-time and annual on-going costs.
Estimates all hardware and software costs (including one-time and annual on-going costs)
needed to support the selected initiatives.
Assesses BI-related IT labor FTEs (full-time equivalents) and TCO (Total Cost of Ownership).
Estimates how/how much the selected solution will reduce IT labor FTEs/TCO. Lists userselected initiatives that enable the improvements (benefits).
Estimates user time/labor savings enabled by the solution. First estimates the amount of time
users spend conducting common business activities then estimates how much the solution is
expected to increase the efficiency of conducting key activities. The time savings is
discounted using a "Productivity Conversion Factor", then converted into $ value. Lists userselected initiatives that enable the improvements (benefits).
Estimates how and how much the solution is expected to increase revenue. The benefit is
the profit on the incremental revenue. Lists user-selected initiatives that enable the
improvements (benefits).
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ms
form
its
es; and user labor and training
its, revenue growth, and non-financial key performance indicators
low, cost-benefit analysis, ROI, NPV, IRR, and payback period
ts. This model was designed to provide either a rapid assessment (by just entering/selecting basic
ion) or a very detailed (5+ day) assessment by modifying hundreds of detailed inputs.
modified. Many custom cost and benefit items can be added. Formulas and other areas of the
maintain integrity. HCR can provide additional fee-based customization, if desired.
ng methodologies. It is as transparent as possible so the user is able to understand how the costs
ype mix, financial information, etc.) are provided based on your organizations industry, geography,
essments. Data/estimate sources are listed. You may overwrite any of the pre-populated
ughout the model based on profile data and initiatives selected.
ser-selected initiatives that enable each benefit type.
ons, and references. Results are updated real-time and are displayed graphically throughout the
ues. Although the model is user-friendly, we recommend users have at least a moderatelylop a credible business case.
making investment decisions. Sample data is not meant to represent average/typical project
as a starting place for assessing the business value of your initiatives(s). Initiative costs and
her.
model.
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vesting in) the organization's business intelligence (BI) capabilities. The model assesses the
is adapted from TDWIs BI Maturity model and research from a variety of industry analysts and
d, Teenager, Adult, and Sage. There are also two major obstacles: the Gulf, which occurs between
etween the Teenager and Adult stages. As organizations progress through the stages, they reap
e greater consistency in the way they define shared terms and metrics. The key elements of
aturity for each dimension in the model. The value statements in some categories, such as
ation moves from stage to stage.
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rkbook under a different name. This will preserve the original default values and formulas so you
e Defaults" icons will return inputs to their original values (only for versions that contain Restore
ttom. Start with the "Profile" tab. This worksheet contains the most important cost and benefit
enefits of the scenario modeled. Enter/edit data in the "input" (light yellow) cells with blue text and
ze results for your particular organization/initiative.
efits.
Complete the Maturity Assessment (Maturity worksheet).
"Costs" (red tab) and Benefit (green tabs) worksheets. Although not required, we recommend
the initiative.
an be printed or saved as PDF/XPS. Portions of the model may be incorporated (e.g. Paste
se-type report.
o help guide customers in better understanding approximate costs and benefits of various
ts may differ significantly. Deployment/investment decisions should not be based on the results of
ssional advice.
nderstanding that there are no representations or warranties of any kind either express or implied.
ncluding, but not limited to, implied warranties of merchantability or fitness for a particular purpose.
esentations regarding the use, validity, accuracy or reliability of the tool or the results of the use of
for any damages, including those arising as a result of TDWI, HCR or supplier negligence,
or special, flowing from your use of or inability to use the tool, or information provided herewith,
has been advised of the possibility of such damages.
EULA)
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Organizational Profile
This worksheet contains key inputs/assumptions that drive cost and benefit calculations throughout the model. Defaults input values are provided based on
industry, location, and organization size. These default input values should be reviewed and modifed as appropriate. A summary of the results is provided to the
right to assist in viewing output implications of input changes. This summary data will be updated as changes are made throughout the model.
Summary of Results
Enter values or select the closest fit from the drop-down menus. These are the most important
inputs in the model. Your answers to these key questions will have the most significant impact on
default cost and benefit drivers through-out the rest of the model.
Industry - select the closest-matching from the
Average / Mixed
drop-down
Organization Total
($000)
Per BI User
Industry is used to pre-select various default values (i.e. user type mix, labor costs)
Costs (5-Yr)
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Benefits (5-Yr)
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Used to scale labor costs and estimate default work hours per year
Net Benefits
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Primary Site Locations - select the closestmatching from the drop-down box
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U.S.
Suburban / Mixed
Used to scale labor costs. Urban labor costs tend to be 15-20% higher than suburban locations.
5,000
Number of PC Users is typically approximately the same as the number of PCs. "Organization" refers only to the
portion of the enterprise/organization that is in scope (the focus of the study). "Organization" could be a
business unit or division of an enterprise.
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Payback Period
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4000
Number of BI Users
% of PC
Users
15%
# of PC
Users
750
% of BI
Users
19%
65%
3,250
81%
80%
4,000
100%
20%
1,000
100%
5,000
$2
*A POWER USER is an information producer who creates reports and analyses on behalf of others. Power users
are typically business analysts.
**An Information Worker (IW ) or Knowledge Worker is an information consumer who examines data/information
created by others on a regular basis. Executives and managers are typically casual users.
$0
Costs (5-Yr)
Benefits (5-Yr)
Financial Information
$1,200
Default values are provided based on inputs above. Defaults may be adequate for rapid/ballpark
assessments, but otherwise should be reviewed/modified.
Organization Revenue ($ Millions)
$
3,925
Source of defaults is based on analysis of data from Fortune 500, Fortune Magazine and is industry-dependent
(varies depending on industry selected above)
10.3%
Default value is based on industry average. This margin rate is used to calculate the business value of
incremental revenue enabled by the initiatives selected.
$1,000
$800
$440
Software
Hardware
$5-Year Total
10%
IT Labor/Services
$600
Costs ($ per BI User)
$400
$560
$200
A 3-year life-expectancy is standard for tactical IT projects. 5 years is recommended for major BI initiatives.
$12
Labor Costs
Revenue Growth
(Profit on)
$10
Default values are provided based on inputs above. Defaults may be adequate for rapid/ballpark
assessments, but otherwise should be reviewed/modified.
Burden rate (labor overhead as a % of cash
25%
compensation)*
1,824
$8
$2
Average
Ann'l Cash
Compensation**
User Productivity
Benefits
$6
Benefits ($ per BI User)
$4
IT Labor/Services
TCO Savings
$Burden
Rate
5-Year Total
5-Year
Total
93,022
25% $ 116,277 $
2,236 $
63.75
96,835
25% $ 121,044 $
2,328 $
66.36
Initiative Costs
Architect/Engineer/Developer
$ 102,150
25% $ 127,687 $
2,456 $
70.00
Hardware
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Program/Project Manager
$ 115,139
25% $ 143,924 $
2,768 $
78.91
Software
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BI Management / Sponsor
$ 149,400
25% $ 186,750 $
3,591 $ 102.39
Business/Data Analyst
Profile Worksheet
One-Time
IT Labor/Services
348 $
42 $
560
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Organizational Profile
Source of salary data: based on 2008 TDWI Salary, Roles, and Responsibilities Repor. Salary data is scaled based
on industry, geography, and organization size.
$
Total
354 $
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17 $
440
Err:518
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82,561
25% $ 103,201 $
1,985 $
56.58
Initiative Benefits
Information Worker
Average (weighted)
$
$
74,937
76,367
25% $
$
1,801 $
1,836 $
51.36
52.33
93,672 $
95,458 $
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Total
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Initiative
Investment
Level*
Relative
Simulated
Import(To-Be)
ance ** (0- Capability
10)
Adoption %
65%
20%
30%
15%
3.0
2.0
3.0
3.0
5
4
5
4
93%
52%
86%
83%
55%
15%
20%
20%
3.0
3.0
3.0
3.0
5
4
5
4
91%
83%
93%
84%
65%
75%
75%
80%
90%
2.0
2.0
2.0
1.0
1.0
5
5
5
5
5
79%
85%
85%
83%
92%
40%
25%
25%
10%
3.0
3.0
3.0
3.0
5
5
5
5
88%
85%
85%
82%
0 = No investment simulated
1 = Minor enhancement/upgrade
2 = Moderate improvement
3 = Substantial improvement / major overhaul
BI Applications
Marketing / Sales Apps
0%
Enhance DW Platform
Architecture Standards & Adherence
Data Management
Data Integration/ETL
Data Warehouse / Data Marts
Development
Scorecards / Dashboards
Analytical Tools
Workflow and Collaboration
BI Applications
Source System Inclusion / Integration
Enhance BI Platform
Reporting
Enhance DW Platform
Enhance BI Platform
Adoption %
Key
Current
(As-Is)
Simulated
(To-Be)
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Total
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As-Is
To-Be
BI Maturity Levels
Infant 2
Child
2
3Teenager
3
Adult
4
Sage
4
Scope
Sponsorship
Funding
Value
Architecture
Data
Development
Delivery
Maturity Level
Profile Worksheet
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Organizational Profile
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
Profile Worksheet
19 of 76
BI Applications
A BI/DW application consists of a distinct set of related reports, dashboards, briefing books, or scorecards designed to support a specific set of tasks within a business domain or process.
BI Application
Description
Current
Adoption
(As-Is)
Importance
Rating
(0=not
Simulated
needed,
Adoption
10=highly
(To-Be)
beneficial)
App
Complexity
(1=simple;
10=highly
complex)
Adoption
% of
Improve- Remainin
ment
g Gap
Comments
65%
93%
28%
80%
Loyalty/churn analysis
65%
93%
28%
80%
Campaign
management/analysis
65%
93%
28%
80%
Pricing optimization
65%
93%
28%
80%
65%
65%
65%
65%
65%
65%
93%
93%
93%
93%
93%
93%
5
5
5
5
5
5
5
5
5
5
5
5
28%
28%
28%
28%
28%
28%
80%
80%
80%
80%
80%
80%
20%
52%
32%
40%
20%
52%
32%
40%
Demand forecasting/planning
20%
52%
32%
40%
Fulfillment management
analysis
20%
52%
32%
40%
20%
52%
32%
40%
20%
52%
32%
40%
Business process/activity
monitoring (BAM)
20%
52%
32%
40%
Web analytics
Other
20%
20%
52%
52%
4
4
5
5
20%
20%
52%
52%
4
4
5
5
32%
32%
32%
32%
40%
40%
40%
40%
30%
86%
56%
80%
Financial Apps
Financial analysis
Financial planning
30%
86%
56%
80%
Profitability management
30%
86%
56%
80%
30%
30%
86%
86%
5
5
5
5
56%
56%
80%
80%
Activity-based costing
Financial reporting
Financial consolidation
Automated/consistent consolidation of
business unit financial data
30%
86%
56%
80%
Other
Financial Apps
Financial Apps
30%
30%
30%
86%
86%
86%
5
5
5
5
5
5
56%
56%
56%
80%
80%
80%
15%
83%
68%
80%
Business performance
management
15%
83%
68%
80%
15%
83%
68%
80%
Initiatives Worksheet
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15%
83%
68%
80%
HR/workforce analytics
15%
83%
68%
80%
15%
83%
68%
80%
15%
15%
15%
15%
15%
83%
83%
83%
83%
83%
4
4
4
4
4
5
5
5
5
5
68%
68%
68%
68%
68%
80%
80%
80%
80%
80%
e.g. Sarbanes-Oxley
Source Systems
Description
Current
Adoption
(As-Is)
Raw Data
Simulated Beneficial to
Adoption Have in the
(To-Be)
DW (GB)
Source
Complexity
(1=simple;
10=highly
complex)
% of
Improve- Remainin
ment
g Gap
Comments
55%
55%
55%
55%
55%
91%
91%
91%
91%
91%
157 GB
57
57
57
57
57
GB
GB
GB
GB
GB
5
5
5
5
5
260 GB
286 GB
36%
36%
36%
36%
36%
103 GB
80%
80%
80%
80%
80%
80%
55%
91%
286 GB
36%
80%
55%
91%
286 GB
36%
80%
Manufacturing data
15%
83%
57 GB
68%
80%
Logistics, warehousing,
distribution data
15%
83%
57 GB
68%
80%
Purchasing data
Support / services data
Other
15%
15%
15%
83%
83%
83%
57 GB
57 GB
57 GB
5
5
5
43 GB
237 GB
286 GB
68%
68%
68%
194 GB
80%
80%
80%
80%
Total (GB)
Supply Chain / Ops Data
Integration
15%
83%
286 GB
68%
80%
15%
83%
286 GB
68%
80%
65%
65%
65%
65%
65%
65%
65%
65%
93%
93%
93%
93%
93%
93%
93%
93%
GB
GB
GB
GB
GB
GB
GB
GB
5
5
5
5
5
5
5
5
297 GB
65%
65%
425 GB
93%
93%
457 GB
457 GB
457 GB
5
5
5
28%
28%
28%
28%
28%
28%
28%
28%
128 GB
28%
28%
80%
80%
80%
80%
80%
80%
80%
80%
80%
80%
80%
20%
20%
20%
20%
46 GB
20%
20%
84%
84%
84%
84%
192 GB
84%
84%
57 GB
57 GB
57 GB
57 GB
229 GB
229 GB
229 GB
5
5
5
5
5
5
5
64%
64%
64%
64%
146 GB
64%
64%
80%
80%
80%
80%
80%
80%
80%
543 GB
1114 GB
1257 GB
571 GB
80%
57
57
57
57
57
57
57
57
Total (GB)
Initiatives Worksheet
21 of 76
Source Systems
Description
Current
Adoption
(As-Is)
Importance
Rating
(0=not
Simulated
needed,
Adoption
10=highly
(To-Be)
beneficial)
Adoption
Difficulty
(1=simple;
10=highly
complex)
% of
Improve- Remainin
ment
g Gap
Comments
65%
79%
14%
40%
Architecture
65%
79%
14%
40%
Robust security
65%
79%
14%
40%
65%
79%
14%
40%
65%
79%
14%
40%
Data Management
Metadata definitions
75%
85%
10%
40%
Metadata management
75%
85%
10%
40%
75%
85%
10%
40%
75%
75%
85%
85%
5
5
5
5
10%
10%
40%
40%
Data Management
Data Management
Data Integration/ETL
Automated DW synchronization
75%
85%
10%
40%
DW refresh rate
75%
85%
10%
40%
Data Integration/ETL
Data Integration/ETL
75%
75%
85%
85%
5
5
5
5
10%
10%
40%
40%
80%
83%
3%
15%
A single, central DW
80%
83%
3%
15%
High performance/reliability
infrastructure
80%
83%
3%
15%
80%
83%
3%
15%
80%
83%
3%
15%
Development
Robust development tools
90%
92%
2%
15%
90%
92%
2%
15%
90%
92%
2%
15%
90%
90%
92%
92%
5
5
5
5
2%
2%
15%
15%
Development
Development
Initiatives Worksheet
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Source Systems
Description
Current
Adoption
(As-Is)
Importance
Rating
(0=not
Simulated
needed,
Adoption
10=highly
(To-Be)
beneficial)
Adoption
Difficulty
(1=simple;
10=highly
complex)
% of
Improve- Remainin
ment
g Gap
Comments
Reporting
Centralized reporting
40%
88%
48%
80%
User-empowered reporting
40%
88%
48%
80%
Robust, user-driven
40%
88%
48%
80%
40%
88%
48%
80%
Ad hoc query
Reporting
Reporting
40%
88%
40%
40%
88%
88%
5
5
5
5
48%
48%
48%
80%
80%
80%
Individualized dashboards
25%
85%
60%
80%
Enterprise scorecards
25%
85%
60%
80%
Automated/integrated KPIs
25%
85%
60%
80%
25%
85%
60%
80%
Scorecards / Dashboards
Scorecards / Dashboards
25%
25%
85%
85%
5
5
5
5
60%
60%
80%
80%
Scorecards / Dashboards
Analytical Tools
Broad-reach analytic tools
25%
85%
60%
80%
25%
85%
60%
80%
25%
85%
60%
80%
Advanced analytics
25%
85%
60%
80%
Predictive analysis
25%
85%
60%
80%
Analytical Tools
Analytical Tools
25%
25%
85%
85%
5
5
5
5
60%
60%
80%
80%
10%
82%
72%
80%
Integrated workflow
10%
82%
72%
80%
Near-real-time monitoring/alerting of
business activities and operational data
10%
82%
72%
80%
10%
82%
72%
80%
10%
82%
72%
80%
10%
82%
72%
80%
Initiatives Worksheet
23 of 76
Simulated
Adoption Importance
(To-Be) Rating / Size
App
Complexity
% of
Improve- Remainin
ment
g Gap
Extent Rating
BI Applications
Marketing / Sales Apps
Supply / Operations Apps
Financial Apps
Other / General Mgmt Apps
BI Applications
65%
20%
30%
15%
34%
93%
52%
86%
83%
80%
5.0
4.0
5.0
4.0
4.5
5.0
5.0
5.0
5.0
5.0
28%
32%
56%
68%
46%
80%
40%
80%
80%
69%
3.0
2.0
3.0
3.0
2.7
55%
91%
285.7
5.0
36%
80%
3.0
15%
83%
285.7
5.0
68%
80%
3.0
65%
20%
93%
84%
457.1
228.6
5.0
5.0
28%
64%
80%
80%
3.0
3.0
43%
89%
1,257
5.0
45%
80%
3.0
65%
79%
5.0
5.0
14%
40%
2.0
Data Management
Data Integration/ETL
Data Warehouse / Data Marts
Development
Enhance DW Platform
75%
75%
80%
90%
77%
85%
85%
83%
92%
85%
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
10%
10%
3%
2%
8%
40%
40%
15%
15%
33%
2.0
2.0
1.0
1.0
1.8
40%
25%
25%
10%
25%
88%
85%
85%
82%
85%
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
48%
60%
60%
72%
60%
80%
80%
80%
80%
80%
3.0
3.0
3.0
3.0
3.0
BI Applications
34%
80%
4.5
5.0
46%
69%
2.7
43%
89%
5.0
5.0
45%
80%
3.0
Enhance DW Platform
Enhance BI Platform
Summary
77%
25%
45%
85%
85%
85%
5.0
5.0
4.9
5.0
5.0
5.0
8%
60%
40%
33%
80%
72%
1.8
3.0
2.8
Enhance DW Platform
Enhance BI Platform
Reporting
Scorecards / Dashboards
Analytical Tools
Workflow and Collaboration
Enhance BI Platform
Summary
0%
BI Applications
Financial Apps
Other / General Mgmt Apps
Enhance DW Platform
Enhance BI Platform
Adoption %
Initiatives Worksheet
Data Integration/ETL
24 of 76
Data Management
Data Integration/ETL
Data Warehouse / Data Marts
Development
Reporting
Scorecards / Dashboards
Analytical Tools
Workflow and Collaboration
Adoption %
Simulated
Adoption Importance
(To-Be) Rating / Size
App
Complexity
% of
Improve- Remainin
ment
g Gap
Extent Rating
BI Applications
Marketing / Sales Apps
Supply / Operations Apps
Financial Apps
Other / General Mgmt Apps
BI Applications
65%
20%
30%
15%
34%
93%
52%
86%
83%
80%
5.0
4.0
5.0
4.0
4.5
5.0
5.0
5.0
5.0
5.0
28%
32%
56%
68%
46%
80%
40%
80%
80%
69%
3.0
2.0
3.0
3.0
2.7
55%
91%
285.7
5.0
36%
80%
3.0
15%
83%
285.7
5.0
68%
80%
3.0
65%
20%
93%
84%
457.1
228.6
5.0
5.0
28%
64%
80%
80%
3.0
3.0
43%
89%
314.3
5.0
45%
80%
3.0
65%
79%
5.0
5.0
14%
40%
2.0
Data Management
Data Integration/ETL
Data Warehouse / Data Marts
Development
Enhance DW Platform
75%
75%
80%
90%
77%
85%
85%
83%
92%
85%
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
10%
10%
3%
2%
8%
40%
40%
15%
15%
33%
2.0
2.0
1.0
1.0
1.8
40%
25%
25%
10%
25%
88%
85%
85%
82%
85%
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
48%
60%
60%
72%
60%
80%
80%
80%
80%
80%
3.0
3.0
3.0
3.0
3.0
Enhance DW Platform
Enhance BI Platform
Reporting
Scorecards / Dashboards
Analytical Tools
Workflow and Collaboration
Enhance BI Platform
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
Initiatives Worksheet
25 of 76
Scope
Inter-Enterprise Enterprise - Most or Most or all
Business Unit all departments and departments and
Most or all
business units
business units plus
departments within
within the
most or all
a business unit
organization
customers or
suppliers
### ###
Individual - Users
largely fend for
themselves -- no
effective BI/DW
support
### ###
We've completed
We haven't started We've initiated our
two or more major
yet
first major project
projects
We've consolidated
multiple projects
within an
enterprisewide
BI/DW program
We manage a
mature,
enterprisewide
BI/DW program
### ###
1 to 20%
20 to 40%
40 to 60%
60 to 80%
80 to 100%
### ###
0 to 20%
21 to 40%
41 to 60%
61 to 80%
81 to 100%
### ###
0 to 20%
21 to 40%
41 to 60%
61 to 80%
81 to 100%
None to speak of
right now
CIO or an IT
director
Multiple individual
Single sponsor
sponsors from
from a business
multiple business
unit or department units or
departments
Operational cost
center - An IT
system needed to
run the business.
Mission-critical
Tactical resource - resource - A system
Tools to assist
that is critical to
decision making.
running business
operations.
Competitive
differentiator - Key
to gaining or
keeping customers
and/or market
share.
### ###
Very low
Low
High
Very high
### ###
### ###
Moderate - Every
BI/DW group
Very low - Every
competes for
BI/DW group does Low - Between very
corporate
its own thing with
low and moderate.
resources through
its own resources.
the budgeting
process.
###
###
Sponsorship
Which best describes the SPONSOR of your BI/DW
group?
### ###
Section Score
###
###
Moderate
Multiple levels of
business-driven,
cross-departmental
steering
committees
###
Funding
How easy is it to get FUNDING for your group's
annual BI/DW budget?
### ###
Hard - Between
very hard and
moderate.
### ###
None consistently
Departmental
budget
Business unit
budget
Maturity Worksheet
Corporate IT
budget via internal
chargebacks or
allocations
Self-funding via
external customer
chargebacks or
service fees
26 of 76
Section Score
### ###
0 1%
We've received
We're received
initial capital
additional capital
funding to purchase
funding to build on
software and
our initial success.
systems.
### ###
We're
bootstrapping our
system.
### ###
###
2% to 3%
4% to 6%
7% or more
We're received
significant and
sustained capital
investment to
pursue full
deployment of our
vision.
Moderate - We
have sufficient
High - Between
funds to deliver and
moderate and very
support some but
high.
not all requested
business projects.
###
Value
Estimate the BUSINESS VALUE of your group's
BI/DW environment.
### ###
### ###
Mostly intangible
Primarily intangible
benefits, some
benefits
tangible benefits
### ###
### ###
Tangential to their
Irrelevant to their
jobs; marginal
jobs; a time waster
value
Relevant to their
jobs; good value
### ###
Tangential to their
Irrelevant to their
jobs; marginal
jobs; a time waster
value
Relevant to their
jobs; good value
Section Score
###
It delivers some
It has momentum business value but
but needs to prove is not yet
itself.
considered a
success.
Returns greatly
exceed costs
Mostly tangible
benefits, some
intangible benefits
Primarily tangible
benefits
It delivers
significant business
value and is
considered a
success.
It delivers a very
high degree of
business value and
is considered a
runaway success.
###
Architecture
### ###
A single, central
DW with multiple
dependent marts
(Inmon), conformed
data marts
(Kimball), or no
data marts
### ###
Moderate - Users
Very low - Users
can access a
can access virtually Low - Between very
moderate amount
none of the data
low and moderate.
of the data they
they need.
need.
High - Between
Very high - Users
moderate and very can access all the
high.
data they need.
### ###
###
### ###
###
A BI/DW service
that federates a
central DW and
other data sources
via a standard
interface
Moderate - We
High - We have
Very high - We
have defined about defined most of the have defined all
half the standards standards
standards
Low - Some
defined.
Moderate - About
half defined.
High - Most
defined.
###
Data
### ###
Moderate - Users
somewhat trust the
data. They
High - Between
reconcile it with
moderate and very
more trusted
high.
sources before
using.
Maturity Worksheet
27 of 76
### ###
0 to 20%
21 to 40%
41 to 60%
61 to 80%
81 to 100%
### ###
Either annually or
quarterly
Either quarterly or
monthly
Either monthly or
weekly
Either weekly or
daily
### ###
Moderate - Users
can search text and High - Between
Very low - No plans Low - Between very
documents via a
moderate and very
or approach.
low and moderate.
separate
high.
application.
### ###
Very low - We do
not synchronize
models.
Moderate - We
Low - We manually manually
synchronize some synchronize some
of the models.
models, others
automatically.
High - We
automatically
synchronize most
models, but not all.
### ###
Ad hoc - We
develop one-off
BI/DW solutions as
business groups
fund them using
whatever tools and
techniques make
sense.
Aligned - We
develop one-off
BI/DW solutions,
but use a common
set of tools and
techniques to
ensure long-term
alignment.
Standardized - We
develop a portfolio Federated - We let
of integrated BI
business units
applications using a develop their own
common set of
BI/DW solutions as
tools and
long as they adhere
techniques, working to our architecture
within a common
and process
architecture and
framework.
process framework.
### ###
Moderate - Our
group has
established about
half of the BI/DW
standards needed.
### ###
12+ months
9 to 12 months
6 to 9 months
3 to 6 months
Three months or
less
### ###
Section Score
###
Very high - We
return related
structured and
unstructured data
via a single BI
query.
Very high - We
automatically
synchronize all
models.
###
Development
3 4+
Moderate Business
executives and
project managers
negotiate a
High - Between
schedule based on moderate and very
business
high.
requirements,
change requests,
and available
resources.
### ###
Level 1 - Delivers
paper or online
reports for
organizational
consumption
Level 3 - Monitors
business events as
they happen and
enables proactive
responses
Level 4 - Predicts
outcomes, models
results, and
optimizes plans
Level 5 Automates
processes and
responses,
including customer
interactions
### ###
Delegated - A team
of super users
creates reports on
behalf of their
colleagues using
our standard issue
BI tools.
Customized
delivery - The BI
team develops a
set of tailored,
parameterized
reports and
dashboards that
are the system of
record for casual
users.
### ###
0 to 20%
40 to 60%
60 to 80%
80 to 100%
Section Score
### ###
###
###
Delivery
Which best describes the highest level PURPOSE of
your BI environment?
Level 2 - Enables
users to analyze
trends/issues and
gain insights on
their own
20 to 40%
Maturity Worksheet
28 of 76
### ###
Level 1 - There is
no business
metadata to
access.
Level 2 - Users
consult metadata
reports that we
periodically
distribute.
Level 3 - Users
query various
repositories to
access business
metadata.
Level 4 - Users
query a central
repository to
access up-to-date
business metadata.
Level 5 - Users
click once to view
integrated,
contextual, up-todate business
metadata.
### ###
###
###
As-Is
To-Be
BI Maturity Levels
Summary
Scope
Sponsorship
Funding
Value
Architecture
Data
Development
Delivery
Total
4
Adult
4
Sage
Scope
Sponsorship
Funding
Value
Architecture
Data
Development
Delivery
Maturity Level
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
Maturity Worksheet
29 of 76
er
na
lL
O
th
er
In
t
rt
pp
o
Su
U
se
r
ab
or
E
C x te
on rn
su al
lta
nt
s/
To
Se
ta
rv
lP
ic
er
es
so
nW
ks
en
t
m
an
ag
e
m
e
C
ha
ng
Pr
oj
ec
tM
an
ag
e
m
en
P
t
An lan
n
al in
ys g
is , E
,S v
ys alu
te at
En
m io
C g
on in
M n,
od N
fig ee
el eed
ur rin
in s
a t g,
g
io D
n, e v
Te
e
Tu l
st
o
ni p
in
ng m
g
en
(la
t,
b
/p
ilo
t)
D
D oc
e v um
el e
op n
m tat
en io
D
t n,
ep
R
lo
ep
y
or
t
Person-Weeks
Comments
BI Applications
Marketing / Sales Apps
4.3
2.8
4.3
2.8
1.4
2.0
2.0
1.7
1.4
5.7
28.3
5.5
3.7
5.5
3.7
1.8
2.6
2.6
2.2
1.8
7.3
36.6
Financial Apps
6.8
4.5
6.8
4.5
2.3
3.2
3.2
2.7
2.3
9.0
45.1
5.9
3.9
5.9
3.9
2.0
2.7
2.7
2.4
2.0
7.9
39.3
Total Person-Weeks
22.4
14.9
22.4
14.9
7.5
10.4
10.4
9.0
7.5
29.9
149.3
2.7
1.8
2.7
1.8
0.9
1.2
1.2
1.1
0.9
3.6
17.8
5.4
3.6
5.4
3.6
1.8
2.5
2.5
2.1
1.8
7.1
35.7
1.8
1.2
1.8
1.2
0.6
0.9
0.9
0.7
0.6
2.4
12.1
2.8
1.9
2.8
1.9
0.9
1.3
1.3
1.1
0.9
3.7
18.6
Total Person-Weeks
12.6
8.4
12.6
8.4
4.2
5.9
5.9
5.1
4.2
16.8
137.4
1.0
0.7
1.0
0.7
0.3
0.5
0.5
0.4
0.3
1.3
6.6
Data Management
1.1
0.7
1.1
0.7
0.4
0.5
0.5
0.4
0.4
1.4
7.2
Data Integration/ETL
1.1
0.7
1.1
0.7
0.4
0.5
0.5
0.4
0.4
1.4
7.2
0.4
0.3
0.4
0.3
0.1
0.2
0.2
0.2
0.1
0.6
3.0
Development
0.1
0.1
0.1
0.1
0.0
0.1
0.1
0.1
0.0
0.2
0.9
Total Person-Weeks
3.7
2.5
3.7
2.5
1.2
1.7
1.7
1.5
1.2
5.0
24.9
Reporting
3.8
2.5
3.8
2.5
1.3
1.8
1.8
1.5
1.3
5.1
25.4
Scorecards / Dashboards
6.1
4.1
6.1
4.1
2.0
2.9
2.9
2.5
2.0
8.2
40.9
Analytical Tools
5.5
3.7
5.5
3.7
1.8
2.6
2.6
2.2
1.8
7.4
36.9
5.1
3.4
5.1
3.4
1.7
2.4
2.4
2.0
1.7
6.8
34.1
Total Person-Weeks
20.6
13.7
20.6
13.7
6.9
9.6
9.6
8.2
6.9
27.5
137.4
Enhance DW Platform
Enhance BI Platform
*1 Person-week is equivalent to 2 employees each dedicating 50% of a week to the task or 1 person dedicating 8 hrs per week over 5 weeks.
Labor/Service Summary
Per BI User
Total
Cost per
Person-Wk
Cost
Enhance BI
Platform
Enhance DW
Platform
BI Applications
Source System
Inclusion /
Integration
Person-Weeks
Comments
Project Management
22.4
12.6
3.7
20.6
59.4 $ 2,768
164 $
41
14.9
8.4
2.5
13.7
39.6 $ 2,456
97 $
24
Engineering, Development,
Configuration, Tuning
22.4
12.6
3.7
20.6
59.4 $ 2,340
139 $
35
14.9
8.4
2.5
13.7
39.6 $ 2,282
90 $
23
7.5
4.2
1.2
6.9
19.8 $ 2,236
44 $
11
Deploy
10.4
5.9
1.7
9.6
27.7 $ 2,346
65 $
16
Change management
10.4
5.9
1.7
9.6
27.7 $ 2,236
62 $
15
User Support
9.0
5.1
1.5
8.2
23.7 $ 2,236
53 $
13
7.5
4.2
1.2
6.9
19.8 $ 2,236
44 $
11
29.9
16.8
5.0
27.5
79.2 $ 8,000
633 $
158
84.2
24.9
137.4
Documentation, Report
Development
External Consultants/Services
Total Person-Weeks
149.3
395.8 $
525 $
296 $
88 $
483
1,392
131 $
74 $
22 $
121
348
2,398
949
2,341
$
348
IT Implementation Labor
External Cons ultants /S ervices
160
140
120
100
TDWI Business Intelligence ROI Calculator
80
60
29.9
7.5
9.0
10.4
10.4
7.5
14.9
22.4
16.8
4.2
5.1
5.9
5.9
4.2
27.5
Us er S upport
6.9
8.2
9.6
9.6
6.9
13.7
20.6
Change management
Deploy
Documentation, Report
Development
30 of 76
IT Implementation Labor
External Cons ultants /S ervices
160
140 -29.9
Implementation Costs
Labor
Us er S upport
9.6
9.6
6.9
13.7
Deploy
120 to
7.5implement and support the initiatives. Defaults are based on scope, scale, and complexity of initiatves
This worksheet estimates Labor needed
9.0
6.9
selected.
100 10.4
Change management
8.2
80
60
Person-Weeks
40
20
0
10.4
7.5
14.9
22.4
14.9
22.4
16.8
4.2
5.1
5.9
5.9
4.2
8.4
12.6
8.4
12.6
5.0
1.2
1.5
1.7
1.2
2.5
3.7
2.5
3.7
20.6
Documentation, Report
Development
13.7
20.6
Engineering, Development,
Configuration, Tuning
Planning, Evaluation, Needs
Analys is , S ys tem Modeling
Project Management
IT Training
Formal
(Classroo
m)
Training
Independent
Learning
(Self-Study)
Internal
Training
20%
40%
100%
1.9
3.8
9.5
49
29
Comments
59
$ 69.76 $ 69.76 $
$ 50.00 $ 18.75
3,416 $
Total
2,049 $
$
2,448 $
551 $
5,864 $
2,600 $
Total Cost
11,103 $
9,847 $
69.76
4,099
1.88
110
4,209
39,846 $
60,795
Total
$ 12,301
Downtime (Unable to be
productive); e.g. during
implementation of the solution
20%
800
1.0
$ 41,003
10%
400
1.5
$ 30,752
5%
200
1.5
System configuration
$ 15,376
Other
Other
99,432
Total
99,432
Comments
End-User Training
% of Employees trained
External
Independent
Classroom Internal
Learning
Training
Training (Self-Study)
5%
20%
40%
Employees trained
Hours of training per employee
200
800
1,600
6.1
6.1
9.8
52 $
52 $
52
320 $
320 $
513
30 $
184 $
61 $
18
504 $
382 $
531
Total Cost
100,793
10
305,236
Total
Comments
849,441
1,255,470
31 of 76
selected.
Labor
Cost Summary
Costs ($000)
Annual
On-Going Annual OnAnnual
One-Time % of Initial
Going
5-Year Total One-Time On-Going
5-Year
Total
%
Added BI Increase
FTEs
in BI FTEs
Comments
41
164
24
97
35
139
23
90
11
44
$
$
$
$
$
Total $
16
15
13
11
158
348
$
$
$
$
$
$
65
62
53
44
633
1,392
131
15% $
20 $
230
525 $
79
919
0.8
9%
74
8% $
6 $
104
296 $
24
415
0.3
3%
$
$
Total $
22
121
348
10% $
12% $
12% $
2 $
14 $
42 $
33
193
560
$
$
$
88 $
483 $
1,392 $
9
58
169
$
$
$
131
773
2,239
0.1
0.6
1.8
1%
7%
19%
$
$
$
Total $
15
314
25
354
10%
5%
0%
5%
$
$
$
$
2
16
17
$
$
$
$
23
392
25
440
$
$
$
$
61
1,255
99
1,416
$
$
$
$
6
63
69
$
$
$
$
91
1,569
99
1,760
0.1
0.7
0.7
1%
7%
0%
8%
702
60 $
1,000
2,808 $
238
3,999
2.6
27%
Total
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
32 of 76
Component
Product(s)
DW
Database
Integration Developme
/ ETL
nt
Ascential
Software
(DataStage),
MS Visual
MS SQL, Oracle,
Informatica
Studio, Oracle,
IBM DB2, etc.
(PowerCenter), IBM, etc.
SAS (ETL
Studio)
Reporting /
Portal / Perf Mgmt /
Query /
Collab / Scorecardi
OLAP
Workflow
ng
Business
Objects,
Cognos,
MicroStrategy
Other IT
Tools
DataFlux,
Firstlogic, Group
1 Software,
MS SharePoint,
Similarity
IBM
Systems,
Trillium
Software
MS Excel
Total
Comments
SAS/SPSS
Hardware Costs
Storage Costs
Current DW Raw Storage (GB) - from
"Source System Integration/Inclusion" on
"Initiatives" worksheet
543
571
1,114
571
Err:518
Err:518
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Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
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Err:518
Err:518
Err:518
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45 $
45 $
45 $
45 $
45 $
45 $
45 $
45 $
45
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
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10,000
$ 10,000
$ 10,000
$ 10,000
$ 10,000
$ 10,000
$ 10,000
$ 10,000
$ 10,000
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
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Err:518
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Err:518
###
Err:518
Total
Total Hardware Cost
Err:518
$
Err:518
MS SQL,
MS SQL, Oracle,
Oracle, IBM
IBM DB2, etc.
DB2, etc.
MS SQL,
Oracle, IBM
DB2, etc.
MS SQL,
Oracle, IBM
DB2, etc.
Err:518
MS SQL,
Oracle, IBM
DB2, etc.
Err:518
MS SQL,
Oracle, IBM
DB2, etc.
Err:518
MS SQL,
MS SQL, Oracle,
Oracle, IBM
IBM DB2, etc.
DB2, etc.
Err:518
Err:518
Err:518
Err:518
20,000
Err:518
###
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
1,000 $
Err:518
1,000 $
Err:518
1,000 $
Err:518
1,000 $
Err:518
1,000 $
Err:518
1,000 $
Err:518
1,000 $
Err:518
1,000 $
Err:518
1,000
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
MS SQL,
Oracle, IBM
DB2, etc.
Err:518
Err:518
Total
The default estimates above use very basic rules-of-thumb to estimate costs. Actual costs may differ significantly.
Licensing costs may be based on total # of processors, total # of cores, or other methods. If based only on # of users, see below. Some
software only requires licenses for production servers; others require licenses for redundant, test, and/or development servers.
33 of 76
- $
- $
- $
- $
- $
- $
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$
Err:518
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50
Err:518
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Err:518 $
Err:518
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20 $
Err:518
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Err:518
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Err:518
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Err:518
Err:518
Err:518
Err:518
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Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
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- $
Total
Total
Summary
Organization Total
Storage Hardware
Server Hardware
Server Software
Client Software
Total
Server Software
Server Hardware
Storage Hardware
$12
$10
$8
$6
$4
$2
$-
One-Time
Costs ($000)
Hardware
Err:518
Err:518
Err:518
8%
8%
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
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Err:518
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Server Software
Err:518
20%
Err:518
Err:518
Err:518
Err:518
Err:518
Client Software
Err:518
Err:518
20%
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Storage Hardware
Server Hardware
Total
Software
Total
IT Labor/Services
BI Applications IT Labor
Source System Inclusion / Integration IT
Labor
131
15% $
20 $
230 $
525 $
79 $
919
74
8% $
6 $
104 $
296 $
24 $
415
34 of 76
$
$
$
Total $
Total Costs
15
314
25
354
10%
5%
0%
5%
Err:518
Err:518
$
$
$
$
2
16
17
$
$
$
$
Err:518
23
392
25
440
$
$
$
$
Err:518
61
1,255
99
1,416
Err:518
One-Time
Err:518
Err:518
Err:518
Err:518
$
131
$
$
$
$
6
63
69
$
$
$
$
Err:518
91
1,569
99
1,760
Err:518
Costs ($000)
74
$
$
$
$
$
22
121
15
314
25
10%
12%
10%
5%
0%
8% $
Err:518
Err:518
6 $
$
$
$
$
$
2
14
2
16
Err:518
104 $
$
$
$
$
$
33
193
23
392
25
$
$
$
$
$
Err:518
296 $
88
483
61
1,255
99
24 $
$
$
$
$
$
Err:518
9
58
6
63
Err:518
$
$
$
$
$
415
131
773
91
1,569
99
Err:518
End-User Labor
End-User Training
$1,000
$25
IT Training
Enhance BI Platform IT Labor
$800
$600
$392
Enhance DW Platform IT
Labor
Source System Inclusion /
Integration IT Labor
$23
$193
BI Applications IT Labor
$400
$33
Client Software
$104
Server Software
$200
$230
Server Hardware
$5-Year Total
Storage Hardware
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
35 of 76
On-Going BI IT Labor
Activities
Description
157.8
3.2%
31.7
9.5
6.0%
528
% of
Total*
As-Is
FTEs*
%
To-Be Reductio
FTEs*
n
Report creation
20%
1.9
Err:518 Err:518
Database administration
20%
1.9
Err:518 Err:518
Data management_x000D_
20%
1.9
Err:518 Err:518
Integration_x000D_
Integration-related activities
15%
1.4
Err:518 Err:518
Application development
15%
1.4
Err:518 Err:518
Administration
8%
0.8
Err:518 Err:518
2%
0.2
Err:518 Err:518
100%
9.5
Err:518
Other
Total IT FTEs
Report creation
Database administration
Data management
Integration
Application development
Administration
Other
Total
Comments
Err:518
Full-Time Equivalents
As-Is FTEs
To-Be FTEs
1.9
1.9
1.9
1.4
1.4
0.8
0.2
9.5
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Savings
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
* Base compensation plus bonuses X burden rate. Defaults are from "IT Staff Labor Rates" on the Profile
worksheet.
Other
$5.7
$22.9
$45.3
Administration
$45.3
$57.3
$50.0
$55.0
$-
Application
development
Integration
Data management
Database
administration
To-Be TCO
As-Is FTEs
To-Be F TEs
TCO pe r PC pe r Year
Report creation
IT Labor Worksheet
36 of 76
FTEs
9.5
Err:518
Err:518
Err:518 Err:518
1.9 Err:518
Err:518
Err:518
Net Change
Err:518 Err:518
Err:518
Err:518
BI IT Labor FTEs
10
9
8
7
6
BI IT Labor FTEs
9.5
4
3
2
1
0
Current (as-is) BI labor
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
IT Labor Worksheet
37 of 76
Application A
Application B
Client access license
Utility
Other
Other
Total
One-Time
Annual Costs
Quantity
Costs Avoided
Avoided
4,000
Err:518
Err:518
4,000
Err:518
4,000
Err:518
4,000
4,000
4,000
Err:518
Err:518
5-Year Total
Err:518
Err:518
Err:518
$
$
$
Err:518
Comments
Application
Database
Operating system / utility / tool
Other
Other
Total
One-Time
Annual Costs
Quantity
Costs Avoided
Avoided
5-Year Total
10
Err:518
Err:518
Err:518
10 $
Err:518
Err:518
10 $
Err:518
Err:518
10 $
### $
10 $
### $
Err:518
Err:518
Err:518
Comments
Comments
Comments
Comments
Comments
Other
Total
One-Time
Annual Costs
Costs Avoided
Avoided
Quantity
5-Year Total
10 $
Err:518
Err:518
10 $
Err:518
Err:518
10 $
Err:518
Err:518
10 $
Err:518
Err:518
10 $
Err:518
Err:518
$
Err:518
Err:518
One-Time
Annual Costs
Costs Avoided
Avoided
Quantity
5-Year Total
320 $
Err:518
Err:518
320 $
Err:518
Err:518
320 $
Err:518
Err:518
320 $
Err:518
Err:518
320 $
Err:518
Err:518
$
Err:518
Err:518
One-Time
Annual Costs
Costs Avoided
Avoided
Quantity
5-Year Total
40 $
Err:518
Err:518
40 $
Err:518
Err:518
40 $
Err:518
Err:518
40 $
Err:518
Err:518
$
Err:518
Err:518
Err:518
Err:518
5
38 of 76
3%
$
Err:518
1,100
Err:518
Err:518
One-Time
Annual Costs
Costs Avoided
Avoided
5-Year Total
320
Err:518
Err:518
Outsourcing (Hours)
320
Err:518
Err:518
1.6
Err:518
Err:518
320
Err:518
Other
Other
Other
320
320
320
$
$
$
$
Total
Comments
Err:518
$
$
$
Err:518
Err:518
One-Time
Annual Costs
Costs Avoided
Avoided
5-Year Total
Comments
Supply costs
4,000
4 $
79,520
4,000
4 $
82,463
4,000
4 $
81,133
4,000
5 $
93,483
Waste
4,000
5 $
102,405
Fraud-related expenses
4,000
5 $
98,388
Printing/paper costs
4,000
1 $
17,442
Other
Other
Other
4,000
4,000
4,000
$
$
$
$
Total
###
###
###
110,967
$
$
$
$
554,833
Summar y
IT Savings
Software - Clients
Software - Servers
Hardware
IT Services
Other IT Costs
Total
Organization Total
Annual
Recurring
One Time
5-Year Total
One Time
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
$
Err:518
Err:518 $
$
Err:518
Err:518 $
$
Err:518
Err:518 $
Err:518
Err:518
Err:518
Err:518
Per BI User
Annual Recurring
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
5-Year Total
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Business Savings
Travel Expenses
External Business Services
Operational Costs
Total
Total
$
$
$
Err:518
Err:518
Err:518
110,967 $
Err:518
Err:518
Err:518
Err:518
554,833
Err:518
Err:518
$
$
$
$
Err:518
Err:518
Err:518
28 $
Err:518
Err:518
Err:518
139
Err:518
Err:518
Err:518
39 of 76
$160
$140
Benefit
($ per BI User)
$120
External Business
Services
Travel Expenses
$100
Other IT Costs
$80
$139
$60
IT Services
Hardware
$40
Software Servers
$20
Software - Clients
$5-Year Total
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
40 of 76
Benefit / User / Yr
Improvement
Minutes/
Incident
Savings/Mo (min)
per Impacted User
Current (AsIs)
Incidents/
Month
Description
Casual User
Power User
% of Users
Impacted
Comments
100% 60%
10.0
15.0 ###
###
Err:518
Collecting/combining
data/information
100% 60%
10.0
15.0 ###
###
Err:518
Data analysis
80% 40%
15.0
15.0 ###
###
Err:518
75% 50%
5.0
60.0 ###
###
Err:518
Report authoring
20%
5.0
60.0 ###
###
Err:518
5%
Total
Err:518
Workflow activities
Integration of applications
Time integrating applications and
data
and data
Total
5% 10%
10.0
20.0 ###
###
Err:518
20% 15%
10.0
20.0 ###
###
Err:518
25%
10.0
30.0 ###
###
5%
Err:518
Err:518
30% 15%
5.0
15.0 ###
###
Err:518
Collaboration (dataintensive)
40% 15%
4.0
30.0 ###
###
Err:518
Total
Err:518
Performance Management
Financial planning and
forecasting
20% 12%
0.25
180 ###
###
Err:518
Budgeting
20% 12%
0.25
180 ###
###
Err:518
Consolidation
Consolidation of financial
information
1.0
600 ###
###
Err:518
1%
2%
Total
Err:518
50%
3%
50% 20%
###
Err:518
5.0
###
Err:518
20.0 ###
Total
Err:518
50%
4%
20.0
3.0 ###
###
Productivity Worksheet
Err:518
41 of 76
50%
5%
1.0
20.0 ###
###
Err:518
15%
3%
0.08
240 ###
###
Err:518
###
Err:518
10.0
###
Err:518
2.0 ###
Total
Err:518
Total
Err:518
50%
Not
Adjusted
Adjusted /
Discounted
*
Security pre-cautions
Summary
Information Access &
Analysis
Business Process
Automation
Communication &
Collaboration
User Application
Development
Performance Management
Performance, Reliability, and
Security
Total
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
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$2
$4
$6
$8
$10
$12
Instructions
This worksheet estimates the business user benefits enabled by the selected initiatives. These benefits are calculated based on time savings of various common business activities
impacted by BI capabilities. Although these benefits are "Indirect" (not part of the budget), they are expected to impact profitability. Productivity estimates tend to more more conservate (yet
more comprehensive) than other methods of estimating business impacts. This analysis only estimates efficiency improvements, not effectiveness (agility, decision-making) improvements.
A conversion factor is applied on the following tab (not all saved time may be used to conduct other value-added activities).
Instructions:
1. Verify/modify the portion of Knowledge Workers and Task Workers that are likely to benefit from (be impacted by) each activity ("% of Users Impacted").
2. Verify/edit the number of "Incident per Month" for the impacted users. How many times per month will the user be affected? Can be 20 if user spends a certain amount of time dealing with
the activity every day (e.g. a total of 15 minutes thoughout the day every day waiting for the system to respond)
3. Verify/edit the time dealing with the activity per incident. Can be total time per day if "Incident per Month" is days.
Default values are based on 3rd party studies and prior detailed customer-specific studies.
4. Verify/edit the % reduction in time (efficiency "improvement") due to the selected initiatives.
5. Verify/edit the "Conversion Factor"
Productivity Worksheet
42 of 76
Productivity Worksheet
43 of 76
Estimated Improvement
Revenue Driver
Improved Sales
Effectiveness
Revenue
Added
Revenue
Increase due Annual
Potential Portion of Revenue Impacted
to the
Revenue
Impacted
(% of Total) Revenue ($000)
Solution
($000)
Revenue potentially impacted
10.0% $
392,481
Err:518
Err:518
by direct sales efforts
Improved Marketing
Effectiveness
5.0% $
196,240
Err:518
Err:518
Improved Customer
Service
5.0% $
196,240
Err:518
Err:518
2.0% $
78,496
Err:518
Err:518
New/Enhanced
Products/Services
5.0% $
196,240
Err:518
Err:518
Improved Product
Availability (fill rate, uptime)
2.0% $
78,496
Err:518
Err:518
0.0% $
$
3,924,805
Other
Total
0.0% $
Err:518
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Summary
The table and graph below summarize the annual profit on the revenue gain (the benefit).
$1
Profit
Margin (%
of Sales)
10.3%
Profit on
Revenue
($000)
Err:518
Benefit
($ per BI
User)
Err:518
10.3%
10.3%
Err:518
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$1
10.3%
Err:518
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$1
New/Enhanced Products/Services
10.3%
Err:518
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$0
10.3%
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$0
Other
10.3% $
Total (Annual)
Total (5-Year)
10.3%
Comments
- $
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$1
$1
Annual Benefit
per BI User
$1
$0
$0
$0
$-
Other
Improved Product
Availability (fill rate, uptime)
New/Enhanced
Products/Services
New/Expanded Channels
or Geographies
Improved Customer
Service
Improved Marketing
Effectiveness
Improved Sales
Effectiveness
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
Revenue Worksheet
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Business Objective
KPI / Metric
Typical Industry
KPI Values
World
Laggard Class
10.0
5.0
40% Err:518
8.0 Err:518
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Business Visibility
15%
75%
40% Err:518
39% Err:518
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Business Alignment
15%
75%
40% Err:518
39% Err:518
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65%
75%
40% Err:518
69% Err:518
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30%
60%
40% Err:518
42% Err:518
Err:518
Information Quality
30%
75%
40% Err:518
48% Err:518
Err:518
Sales/Marketing Performance
Customer Acquisition
15%
19%
53% Err:518
17% Err:518
Err:518
Customer Retention
12%
10%
53% Err:518
11% Err:518
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Customer Satisfaction
30%
95%
53% Err:518
64% Err:518
Err:518
Supply/Operations/IT Performance
Quality of Products/Services
30%
70%
40% Err:518
46% Err:518
Err:518
Defect rate
# of process/product/service
defects/errors per 1000
45.0
2.0
40% Err:518
27.7 Err:518
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On-time delivery %
90%
95%
40% Err:518
92% Err:518
Err:518
Project management
effectiveness
50%
70%
40% Err:518
58% Err:518
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30%
95%
40% Err:518
56% Err:518
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Security
50.0
20.0
40% Err:518
37.9 Err:518
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3.0
0.2
40% Err:518
1.9 Err:518
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25%
13%
49% Err:518
19% Err:518
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Analysis/reporting Time
30.0
24.0
49% Err:518
27.0 Err:518
Err:518
Days
30.0
24.0
49% Err:518
27.0 Err:518
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Compliance
30%
99%
49% Err:518
64% Err:518
Err:518
Summary
The category as-is, to-be, and improvement average percentiles are summarized below. Note: the improvement (Imp.) is not the KPI value % improvement, it shows the
percentile point improvement.
Percentile
World
Class 100%
90%
80%
TDWI Business Intelligence ROI Calculator
KPIs Worksheet
KPI Performance
Current (As-Is)
Simulated (To-Be)
70%
60%
50%Percentile
Performance
40%
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53%
49%
40%
40% Err:518
53% Err:518
40% Err:518
49% Err:518
48% Err:518
Improvement
Simulated
(To-Be)
Current
(As-Is)
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World
Class 100%
90%
80%
KPI Performance
Current (As-Is)
Simulated (To-Be)
70%
60%
53%
50%Percentile
Performance
40%
40%
49%
40%
30%
20%
10%
Laggard 0%
Supply/Operations Performance
Copyright, 2008, Hall Consulting & Research LLC and TDWI, All Rights Reserved. hallcr.com and www.tdwi.org
KPIs Worksheet
46 of 76
This BI Business Value workbook helps organizations assess/estimate the costs and benefits (ROI) of business intellige
This Excel tool is an advanced/comprehensive business value model (Business Intelligence ROI calculator) to support t
cases for enterprise-scale business intelligence projects. It provides a robust structure to help organizations assess the
benefits, and ROI) of BI initiatives. It also helps to assess the organizations current (as-is) and expected (to-be) matur
Maturity Model.
This Results Report summarize the results of the tool.
Summary of Results
These tables and graphs summarize the costs and benefits and calculates ROI, NPV, IRR, and payback period. The
PC and the total for the organization.
Costs (5-Yr)
Benefits (5-Yr)
Net Benefits
NPV (Net Present Value)
ROI (Return on Investment) - [Total Net
Benefits / Total Costs]
IRR (Internal Rate of Return)
Payback Period
Number of BI Users
$6
$4
$2
$1,200
$0
Costs (5
$1,000
$400
$560
IT Labor/Services
Software
5-Year Total
TDWI Business Intelligence ROI Calculator
$6
Benefits ($ per BI User)
$4
$2
Hardware
$-
$10
$8
$440
$600
Costs ($ per BI User)
$200
$8
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4000
$800
Err:518
Costs
Benefits
Total Costs Vs
$5-Year Total
ROI Worksheet
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$400
$200
$560
Software
$4
$2
Hardware
ROI Worksheet
5-Year Total
48 of 76
The table below summarizes the extent of the organization's adoption of BI capabilities. The simulated (to-be) adopt
of selected initiatives enabling increased capability adoption. All costs in this model are based on scope/scale of initi
this model are based on improvements to capability adoption - adoption of more BI capabilities and best practices lea
performance. Details are contained in the "Initiatives" worksheet.
Current
Adoption
(As-Is)
Initiative
Investment
Level
Simulated
Adoption
(To-Be)
BI Capability
BI Applications
Marketing / Sales Apps
Supply / Operations Apps
Financial Apps
Other / General Mgmt Apps
BI Applications
65%
20%
30%
15%
34%
Major
Moderate
Major
Major
93%
52%
86%
83%
80%
Major
Major
Major
Major
91%
83%
93%
84%
Curre
Simul
55%
15%
65%
20%
43%
BI Application
89%
Enhance DW Platform
Architecture Standards & Adherence
Data Management
Data Integration/ETL
Data Warehouse / Data Marts
Development
Enhance DW Platform
65%
75%
75%
80%
90%
77%
Moderate
Moderate
Moderate
Minor
Minor
79%
85%
85%
83%
92%
85%
40%
25%
25%
10%
25%
Major
Major
Major
Major
88%
85%
85%
82%
85%
Enhance DW Platform
Enhance BI Platform
Reporting
Scorecards / Dashboards
Analytical Tools
Workflow and Collaboration
Enhance BI Platform
ROI Worksheet
Enhance BI Platform
Adoption
49 of 76
The chart below shows the organization's current (as-is) and simulated (to-be) maturity levels. The improvements ar
scope/scale of selected initiatives. This assessment is based on TDWIs BI Maturity Model. Improvements to maturit
higher business performance.
As-Is
To-Be
BI Maturity Levels
1
Infant
Child
Teenager
Adult
Sage
Scope
Sponsorship
Funding
Value
Architecture
Data
Development
Delivery
Maturity Level
Cost Summary
TDWI Business Intelligence ROI Calculator
ROI Worksheet
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Below are the initial design/development/deployment and added annual on-going costs required to fully deploy, adop
Additional details can be found below and on the "Cost" worksheet.
Hardware
Software
IT Labor/Services
Training & User Labor
ROI Worksheet
51 of 76
Below are the benefits enabled by the initiative. The detailed calculations are below and on the green benefit worksh
Benefit Summary
IT Labor/Services TCO Savings
Other Direct Cost Savings
User Productivity Benefits
Revenue Growth (Profit on)
Benefit Sub-Categories
IT Labor/Services TCO Savings
Other Direct Cost Savings
IT Savings
Business Savings
$
Total
Err:518
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Err:518
Err:518
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Err:518
Err:518
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Err:518
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$
$
$
$
$
$
Total $
$
$
$
$
$
$
$
$
$
Cash Flow
Shown below are the costs and benefits by year, the net benefits (benefits-costs), and the cumulative cash flow. This
period, IRR, and NPV.
Costs
Benefits
Net Benefits
Cumulative Cash Flow
Payback Period (Months)
Initial
Err:518
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Year 1
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Year 2
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Year 3
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Year 4
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ROI Worksheet
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Business $8
Intelligence ROI Tool Results Report
$6
$4
$2
$0
0
Year
ROI Worksheet
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5-Year
Total
One-Time
Costs ($000)
Annual OnGoing
Hardware
Storage Hardware
Server Hardware
Total
Err:518
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Err:518
Err:518
Err:518
Err:518
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Total
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Err:518
Software
Server Software
Client Software
IT Labor/Services
BI Applications IT Labor
Source System Inclusion / Integration IT Lab
Enhance DW Platform IT Labor
Enhance BI Platform IT Labor
Total
$
$
$
$
$
131
74
22
121
348
$
$
$
$
$
20
6
2
14
42
$
$
$
$
$
230
104
33
193
560
$
$
$
$
$
525
296
88
483
1,392
$
$
$
$
$
79
24
9
58
169
15 $
314 $
25 $
354 $
2
16
17
$
$
$
$
23
392
25
440
$
$
$
$
61
1,255
99
1,416
$
$
$
$
6
63
69
$
$
$
Total $
Total Costs
Err:518
Err:518
Err:518
Err:518
Err:518
$25
End-User Training
IT Training
$800
$600
Cost per BI User
$400
$392
$23
$193
$33
$104
$200
$230
$5-Year Total
Server Hardware
Storage Hardware
ROI Worksheet
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$33
$104
$200
Client Software
Server Software
$230
Server Hardware
Business Intelligence
ROI Storage
ToolHardware
Results Report
5-Year Total
$-
ROI Worksheet
55 of 76
Report creation
Database administration
Data management
Integration
Application development
Administration
Other
One-Time
$
$
$
$
$
$
$
$
-
Benefits ($000)
Annual OnGoing
Err:518
Err:518
Err:518
Err:518
Err:518
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Err:518
Other
$5.7
$22.9
$45.3
$45.3
Administration
Application
development
Integration
$57.3
Data
management
$55.0
Database
administration
$50.0
$As-Is TCO To-Be TCO
Report creation
BI IT Labor FTEs
10
9
8
7
6
5
4
3
2
1
0
9.5
BI IT Labor FTEs
ROI Worksheet
56 of 76
10
9
8
7
6
5
4
3
2
1
0
9.5
BI IT Labor
FTEs
Business
Intelligence
ROI Tool Results Report
ROI Worksheet
57 of 76
Benefits ($000)
Annual OnOne-Time
Going
IT Savings
Software - Clients
Software - Servers
Hardware
IT Services
Other IT Costs
$
$
$
Total
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518 $
Err:518 $
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28 $
Err:518
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139
Err:518
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Business Savings
Travel Expenses
External Business Services
Operational Costs
$160
$
$
$
Total $
Err:518
$
$
$
$
Err:518
Err:518
Err:518
111
Err:518
Err:518
$140
Operational Costs
Benefit
($ per PC)
$120
$100
External Business
Services
Travel Expenses
$80
Other IT Costs
$139
$60
IT Services
$40
Hardware
Software - Servers
$20
Software - Clients
$5-Year Total
ROI Worksheet
58 of 76
$
$
$
$
Total $
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
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$
$
$
$
$
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518
Err:518 $
Err:518
New/Enhanced Products/Services
Improved Product Availability (fill rate, uptime)
Other
Total
Err:518
Err:518 $
Err:518
Err:518
Err:518 $
Err:518
$
$
- $
Err:518
$
Err:518 $
ROI Worksheet
Err:518
59 of 76
The table/chart below provides a summary of the 4 categories of non-financial KPIs. There are 4 to 10 specific KPIs
percentiles shown are how the organization compares to others in the industry. 0% represents worst performance in
average performance; 100% is best in the industry (world class performance). The "Improvement" indicates how mu
to improve KPI performance due to the solution. Additional details can be found in the "KPIs" worksheet.
Current (AsIs)
53.0%
40.3%
40.3%
49.3%
47.5%
Sales/Marketing Performance
Business Management Effectiveness
Supply/Operations Performance
Financial Management Performance
Average
Percentile
Simulated
Improve(To-Be)
ment
Err:518
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KPI Performance
World
Clas s 100%
Current (As-Is)
Simulated (To-Be)
90%
80%
70%
60%
50%
40%
53%
40%
49%
40%
30%
20%
Performance Percentile
10%
Laggard 0%
ROI Worksheet
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ROI Worksheet
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Costs Vs Benefits
12
s
10
$8
$6
$4
$2
$0
Costs (5-Yr) Benefits (5-Yr)
its ($000)
5-Year Total
Err:518
Err:518
er)
ar Total
TDWI Business Intelligence ROI Calculator
ROI Worksheet
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ar Total
ROI Worksheet
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on / Integration
34%
80%
43%
89%
77%
e DW Platform
nce BI Platform
85%
25%
85%
Adoption %
ROI Worksheet
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ROI Worksheet
65 of 76
000)
5-Year Total
Err:518
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$
2,239
$
1,760
Err:518
ROI Worksheet
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enefit worksheets.
$000)
5-Year Total
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Total
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NPV
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ROI Worksheet
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ROI Worksheet
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000)
5-Year Total
Err:518
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$
$
$
$
$
919
415
131
773
2,239
$
$
$
$
91
1,569
99
1,760
Err:518
ROI Worksheet
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ROI Worksheet
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$000)
5-Year Total
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To-Be TCO
As-Is FTEs
To-Be FTEs
TCO p e r PC pe r Ye ar
ROI Worksheet
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ROI Worksheet
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$000)
5-Year Total
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555
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$000)
5-Year Total
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ROI Worksheet
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$000)
5-Year Total
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$
Err:518
ROI Worksheet
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ROI Worksheet
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ROI Worksheet
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