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Business User Empowerment through

Collaborative Analytics
CHI 2008 “Social Data Analysis” Workshop: Position Paper

Daniela Busse Introduction


SAP Labs (Palo Alto)
3475 Deer Creek Rd “Data analysis is traditionally thought of as
Palo Alto, CA 94304 USA something done by experts in isolation or in
daniela.busse@sap.com small groups. Social data analysis, however,
suggests the possibility of massive
Richard Hong collaboration in the discovery process,
SAP Labs (Palo Alto) involving experts and non-experts alike.”
3420 Hillview Ave
Palo Alto, CA 94304 USA To this day, the power of social data analysis (i.e.
richard.hong@sap.com ‘collective analysis of data supported by social
interaction’) is not yet tapped into successfully by
enterprise software, despite evidence to the fact that
collaborative analytics is a fact of life for many business
users, and related requirements are being
communicated by our customers loud and clear.

In today’s enterprise software, ‘old school’ approaches


Copyright is held by the author/owner(s). to (heavy-weight) analytics abound: monolithic data
CHI 2008, April 5 – April 10, 2008, Florence, Italy warehouses are interfaced to via slow and cumbersome
ACM 1-xxxxxxxxxxxxxxxxxx. reporting tools, that deliver static, asynchronous, and
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single user snapshots, a.k.a. business intelligence projects run at SAP Labs (Palo Alto), and attempt to
reports. identify areas of opportunity for social data analysis.

However, the real ‘intelligence’ that analytics could


provide for business users is articulated in visions of Collaborative Analytics in the Enterprise
future analytics capabilities, that: In the current model of Business Intelligence, all to
often specialized roles are created within companies
 are embedded contextually in the everyday (such as “business analysts” or, more informally, “our
work activities of professional users (not SQL reports guy”..) whose sole role is to be familiar
isolated in a separate reporting with cumbersome reporting interfaces, and (hopefully)
environment) with having an overview of the data that’s available in
the system for reporting use.
 represent dynamic and real-time windows
into the enterprise data (not sealed-off These reporting users are then responsible for fielding
snapshots) questions from the user pool they service, and answer
them through business reports in regular intervals or
 allow an interaction with the data & related one-off occasions. The target recipients of these reports
activities that is easily accessible and typically are the knowledge workers at that company,
intuitive, i.e. easy to use for any level of up to c-level users that often need a higher level of
user aggregation, and a perspective across the value chain
(often focusing on the bottom-line impact of whatever
 are supported by tools that allow multi- operational process under investigation).
faceted collaboration on and around the
data and the analytics results Information pyramid
Here is another level of detail on the different user
 eventually will make use of the “wisdom of roles in enterprise analytics, to annotate Fig 1 below.
the crowds” of professional users in
socially, continuously creating & C-level (executives): 360 degree view of information
interpreting the data cloud available in the because of the position on the pyramid. They can turn
enterprise space for better business around 360 and look at the info at all direction but only
performance within a short range so the level is high, not very
detailed. Only one dimensional collaboration.
In this position paper, the authors will briefly outline Mid-level: Business analysts and information workers
their thoughts, ideas & insights into two of these areas have overview of information in a specific domain and
(collaboration support and embedded analytics), also relatively detailed information. They have two
illustrate those with examples from past & current dimensional collaborations (vertical and horizontal).
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O-level (operational officers and workers): These Financial Operational Steering: the “S&OP” Process
people in the lowest level of information, the original For instance, during the ‘Sales and Operations’ process,
application transactional data, have two dimensional in which different business units come together in
collaborations but they cannot see too far in both regular meetings in order to share and compare their
directions. data, unearth & explain potential issues, and aim at
coherence in data and interpretation across business
units, is a good example of a business user activity that
is critical to good business performance, has a rich use
of social data analysis, but is currently completely
unsupported by enterprise software tools. The work is
done manually, in meetings and legwork, often
painfully and laboriously, to make sure that overall the
bottom line impact can be calculated by informed plan-
actuals comparisons across the value chain. Overall,
the finance department will need to be able identify
how the company overall manages to achieve their
earning estimates on a quarterly and yearly basis.

We proposed a solution for this business activity (see


Fig. 1) that highlights the collaborative needs of the
financial controller in gathering and interpreting
financial and operational data from various business
units, and in following up on potential issues (i.e.
exception handling).

We also think that this area, however, would be a great


Figure 1 – information Pyramid: Collaborative Analytics across User Roles case study for social data analysis as discussed in this
workshop: we envision the business units getting
actively involved in maintaining their data, in the
interpretation & comparison of it, and in the unearthing
In today’s world of work, however, the expectation is of issues that span multiple departments – rather than
there from information workers and c-levels alike, to be these activities being bundled in the hands of the
able to have these data & interpretations available at financial controller, as is the case today.
their fingertips, and being able to modify and
manipulate them themselves, ad-hoc, and embedded in
their current work activities.
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Exploring opportunities for social data analysis in to do analytics without any IT support because they do
contexts such as this one will be one aim of the authors it right inside their familiar territory, their business
in the proposed workshop. application. Traditional analytics is tool-based
centralized process where people have to a
sophisticated tool at a fixed space. Also, the data used
for analysis is based on historical data. This time and
space constraints made business analytics the task for
IT professionals and savvy business analysts. The new
generation analytics, powered by real-time analytics
and embedding, is increasingly becoming pervasive
which breaks the time and space barriers. The social
interactions are crossing not only multiple
communication channels (face-to-face, voice (VoIP,
voicemail), websites, SMS, E-Mail, group calendaring,
blog, podcasting) but also spaces (conference room,
team rooms, discussion forum, focus groups,
webconferencing, wiki). These are becoming perfect
media for embedded analytics. The collective thinking,
augmented by the new media, is transformed to
collective intelligence to guide people make the right
decisions.

There are different types of embedded analytics. The


way of embedding is evolving as the technology
develops.
(1) view level embedding: this is a very basic and
Figure 2 - Collaborative Analytics for Financial Controlling in the "S&OP" Process in
primitive way of embedding. It uses an analytics view
Enterprise Companies inside portal entry pages which lead user to an
analytics tool. This is, in many cases, called embedding
but it is really an entry to the tools, you can’t really
solve the problem within your business context.
Embedded Analytics Advantage of view level embedding is simple to
Embedded analytics is a new trend in business that implement.
promotes the concept doing analytics right in the (2) Data level embedding: This embedding is right in
business process context, or in many cases people’s the context of application, or business process. The
social context. It is all about empowering the end users transactional table representing the business context
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contains the fields coming from analytics data source. use certain kind of criteria and determine the final
One example is the spend management system where ranking.
you can track spending on a particular commodity (4) Context aware embedding: This level of embedding
category by checking the progress to the planned value is like smart tags (address can be tokenized to link to a
which is coming from analytics data source. You can map, product name can be link to product specification
use this information to adjust the target right inside the page, etc). All numbers, alert messages, locations,
application without actually leaving from it. time, etc in any document can all be smart tagged to
(3) Activity level embedding: There are many cases you analytics information. This also includes the on-going
need analytics information in the middle of the business document which is in the process editing. This gives the
activities. For example, in procurement sourcing user the insights what the significance of the number
process, the selection step for qualified suppliers to the user entered is. This level embedding can also
invite is ideally coming from the supplier evaluation introduce location specific analytics powered by GIS.
analytics based on the past delivery, freight, location, For example, customer analytics retrieved once you are
etc. Also in this case, the process to evaluate the onsite.
qualified suppliers is a collective process: typically the
purchasers will upload their own records of the
suppliers they dealt with in the past and consolidated in
the BI system and evaluate them together manually or

The Authors

Daniela Busse, Ph.D. Richard Hong


Daniela Busse is a Product Owner and User Experience Head of SAP Analytics User Experience Design and
Expert in the Business Process Renovation group – an Architect responsible for analytics application design
internal, global innovation team in the Office of the CEO and analytics user interface framework, currently
at SAP Labs that lives and promotes at design-led working on SAP’s new generation analytics framework
innovation in the enterprise space. with special focus on collaborative and embedded
analytics.

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