Analytics Roundup

Magic Ink: Information Software and the Graphical Interface

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"Business Intelligence isn't a technical problem, it's a social problem"

Yesterday I presented to an B-eye-network audience our perspective on why business intelligence is broken and what can be done to fix it. The full PDF-version (4mb) of the presentation can be downloaded.

A sampling of the fun:

"Chart-based encryption -- data goes in, no information comes out"

Chart-based encryption

On the excessive emphasis on reporting over analysis...

Herding

"Technologists are looking to build an atomic-baloney slicer"..."Nobody ever got fired for adding more requirements"

Waiting

"Data analysis isn't just for the data analysts anymore"

Typing is to...

"Have you ever working with a reporting tool that outputted to PDF?"Sheep

Hopefully we stirred the pot a little with this presentation. A recording of the B-eye-network event should be available soon.

13 comments | Show all comments only the last 5 are shown


March 29, 2007
Jay Jakosky said:

Nice presentation and your example were excellent.


April 12, 2008
Yaju Arya said:

Excellent stuff, awesome!!


May 5, 2008
Emily Breed said:

Zach, the cows-vs.-cats comparison is a great one. Would it be all right to borrow that idea? (I work in risk management, and we deal with a lot of people who'd prefer to pay attention to the cows only, even though we have cats overrunning the place...)


May 5, 2008
Zach said:

Emily, feel free...and use the pictures too.


May 8, 2008
Drew said:

Nice work! Thanks for sharing this.

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Analytics Roundup

David Rumsey Historical Map Collection

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An $80 Million Super-Mugging

Ah, the sweet smell of a swindle. Don't you just hate it when consulting companies cajole deals with hand-wringing about technology and, especially, preying on clients' lack of expertise?

I've seen some of these situations up close but nothing so ugly as this story.

$80 million supercomputer to analyze NYC student achievement

March 6, 2007, 7:58 AM EST NEW YORK (AP) — To understand student performance, the city will spend $80 million on a massive supercomputer that will crunch huge amounts of data and offer up-to-the-minute reports to teachers, principals and eventually parents, the Daily News reported Tuesday.

One million students and no high-volume transactional data? That might be huge to Dr. Evil but even by late 90's standards that's not huge. You want to talk huge? Now these are huge. The system that was sold to New York is more along the lines of a CRM system for a medium-sized insurance company.

The "super" reference here is pure drive-through mentality. In the same way that we are a nation that's overfed and undernourished, this is about a super-sized services contract that sits atop something that could be handled by a regular-sized computer.

The information fed into the IBM-designed system called Aris, or "Achievement Reporting and Innovation System" could include existing data on students—such as gender, race and any disabilities—along with new data from incremental testing.

Some aren't so pleased with the system's price tag.

"You can lower a lot of class sizes with that money—or buy a lot of supplies," teachers union President Randi Weingarten said in a statement obtained by the Daily News.

Mayor Michael Bloomberg told the tabloid the cost was worth it.

"Every child in this city deserves a quality education and we will spare no expense," he said.

This is where the sweet smell of swindle comes in. There is a difference between being willing to make the investment and having a no-bid contract.

Jim Liebman, the Education Department's chief accountability officer, also lauded the system.

"Aris will bring together every bit of learning information that we have on every one of our 1.1 million students," Liebman said. "Now, school professionals will be able to slice and dice that data to see what's wrong."

Teachers are underpaid, hardly appreciated, and overworked. I can only wonder what the half-life is of a system that asks teachers to log on to get information delivered by the "chief accountability officer."

And from an article in InformationWeek, we're enthralled by a description of the system capabilities:

"Think of a teacher trying to help a student struggling with geometry," says Michael Littlejohn, VP of public sector for IBM global services. "The teacher could tap into the system and search for best practices on geometry instruction, and get contact information for teachers identified as having strong skills in that area."

Sometimes it's good to reinvent the wheel - usually when you're trying to learn about wheels. But not when you're drawing away cash from an entity that doesn't have it to spare. Something like this could be built with off-the-shelf, mature products for a fraction of this wasted time and effort.

Sure, a fully-integrated, one-stop solution is going to run up the price but the functionality doesn't sound particularly whiz-bang. Best practices for teaching geometry can be found at Curriki or Edutopia or Wikiversity or Openplanner.

The real shame is not allowing such a system to connect more than just the overworked NYC school system teachers. But what would we call such a thing? An inter-net, perhaps?

Nah, that would never catch on.

Related articles

17 comments | Show all comments only the last 5 are shown


March 19, 2007
Pete said:

The Information Week article has the $80M number as well (keep in mind that amount is over 5 years):

"New York City's public school system -- the largest in the nation, and one wrought with problems common to intercity school districts -- will pay IBM $80 million over the next five years to develop a business intelligence system that tracks and analyzes student and school performance."

I hope IBM takes the scrutiny into account and does a good job on this, even with the hokey requirements...as a company they are relatively open-source friendly and produce some good R&D work.

The question I have is whether the people who work on innovative projects are involved, or just the bread & butter enterprise consulting division....I suspect this was originally planned as a "turn the crank" style project using existing IBM software. Still, no matter how you cut it 80 million is a lot given the requirements.

Here are some platforms they might be using (Sakai, rSmart, IBM Content Producer):

http://www-03.ibm.com/industries/education/doc/content/landingdtw/1601142110.html?g_type=pspot

Some related links:

http://www-03.ibm.com/industries/education/doc/content/landingdtw/1584488110.html?P_Campaign=6N2CAS47
http://www-03.ibm.com/industries/education/doc/content/news/pressrelease/1832371110.html
http://www-03.ibm.com/industries/education/doc/content/news/pressrelease/1748306110.html


March 20, 2007
john macinnes said:

I am a teacher in England and find it hard that there are fools still in high places. The demands for education over here are just as high as over there. We tried the QCA online test, a test that was to stay with the pupil and adapt to their learning style, for example, it would make questions easier for the less able. As the months rolled by the system failed to emerge until the multi billion pound project is now to be scrapped. Could it be suggested or rumoured that there is a golden hand shake or a deal in the back ground. Over here all of the ICT is talk, and talk is cheap.

What really winds me up is the government officials who tell us these stories and don't want/ expect to hear a comment like, 'well what about the last 2 times you have tried and failed. Shouldn't you be learning from mistakes instead of spending money, ' (on a company which a relative of his probably owns.)

I grumble but will it ever change?


March 20, 2007
john macinnes said:

I am a teacher in England and find it hard that there are fools still in high places. The demands for education over here are just as high as over there. We tried the QCA online test, a test that was to stay with the pupil and adapt to their learning style, for example, it would make questions easier for the less able. As the months rolled by the system failed to emerge until the multi billion pound project is now to be scrapped. Could it be suggested or rumoured that there is a golden hand shake or a deal in the back ground. Over here all of the ICT is talk, and talk is cheap.

What really winds me up is the government officials who tell us these stories and don't want/ expect to hear a comment like, 'well what about the last 2 times you have tried and failed. Shouldn't you be learning from mistakes instead of spending money, ' (on a company which a relative of his probably owns.)

I grumble but will it ever change?


April 1, 2007
Mary said:

Zach, Your thoughts on this subject make me think you know something about education. Hmmm... After 30 years in the field of education, I could give you another dozen examples of how educators (or, anyway, administrators) have been sold a bill of goods by big business. I agree with bee. There is no need for this. Good teachers already have this information about their students or know where to get it. The list of things that really would be useful for students and teachers for that amount of money is endless. Oh, well, just another example of a way to leave children behind.


July 24, 2007
David Andersen said:

<em>"Think of a teacher trying to help a student struggling with geometry," says Michael Littlejohn, VP of public sector for IBM global services. "The teacher could tap into the system and search for best practices on geometry instruction, and get contact information for teachers identified as having strong skills in that area."</em>

Incredible b*llsh*t. This will never be implemented in any useful or novel manner, if at all.

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Esurance--Competing on Analytics

Recently I caught up with my college friend John Swigart who now runs the marketing organization at Esurance. When the conversation inevitably drifted to business, I asked about how Esurance was using data to make decisions. I was expected to hear the same old story—big failed data warehouse projects, piles of underutilized reports, frustration about not being able to understand how the business was performing. I was way off.

It seems that John works for the rare company that has managed to live the analytics dream. Esurance competes on analytics—not in the idealistic model highlighted by Tom Davenport, whose "full-bore" analytics competitors are defined by:

"Top management had announced that analytics was key to their strategies; they had multiple initiatives under way involving complex data and statistical analysis, and they managed analytical activity at the enterprise (not departmental) level...

...Employees hired for their expertise with numbers or trained to recognize their importance are armed with the best evidence and the best quantitative tools. As a result, they make the best decisions: big and small, every day, over and over and over."

That's window-dressing. John didn't make any grandiose pronouncements of Esurance's analytical achievement or talk of the best tools and most complicated models. He simply stated that data-based decision-making has been a part of the culture from the very beginning and he considers it essential to running a smart business. A few points that he emphasized:

  • Clear linkages between metrics. There needs to be a well-understood hierarchy that has important financial measures at the top (i.e. revenue) and connects to the underlying drivers.
  • Frequent reviews of reporting. Senior managers get together on a regular basis to look through the core reporting. These meetings are detailed, but somehow useful enough that people stay committed to the process.
  • Learning takes time. John recognized that Esurance cound not be as evolved in their understanding of the business without a commitment to this approach from the very beginning.

After getting off the phone with John, I asked him to respond to a few questions so our readers could get a taste of their approach:

How has Esurance managed to develop a culture that embraces decisions using data?

We don't make decisions based "I think we should this." We look at data to find out what we know, then decide what to do based on the facts. We identify expected outcomes up front and determine how we are going to measure the change before we implement something. Also, a data-driven culture starts at the top of our organization.

What processes do you have in place to get the right data in front of the right people?

We have centralized data warehouse and reporting structure. Everyone gets their data from the same place and the metrics are universal. This took 3-4 years to get it right, and we built it from scratch. It takes a substantial commitment to pull off.

What is the role of the analyst in your organization? What tools do they use?

We have technical analysts and DBAs in our business intelligence group that deal with the more technical issues. In Marketing, then, we have analysts how are on the individual marketing teams that work closely with the business people. The use some basic tools, nothing terribly fancy.

From an analysis perspective, what do you do when you are testing new marketing opportunities?

All tests are done with as much of a controlled environment as possible. With so many moving parts, this can be difficult, but is important.

How has analytics contributed to the success of Esurance?

Truly one of our competitive advantages. We would not be where we are today without great data and a dedication to using it through all levels of the organization.

2 comments


March 13, 2007
James Taylor said:

I'm curious - how does this kind of analytics mesh with Esurance's risk modeling and other forms of predictive analytics? Same group, same process or something different?


March 13, 2007
Zach said:

I didn't get into that area specifically, but John did say that Esurance builds almost everything in-house -- including their semi-controversial ad campaign (Slate pans it here http://www.slate.com/id/2153173/ , but I personally find it memorable).

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A Juice Web Event: Empowering the Analyst

Our friends at Tableau invited us to lead off a webinar about the broken bits of Business Intelligence and what is needed to fix it. With the provocative title "The Score: IT-centric BI — 5, Information Worker — 0", we intend to hit blog-themes such as the plight of the noble but beaten-down analyst, the misplaced emphasis on bulky technology solutions, and the false deification of the Executive Dashboard.We'd love to have you stop by on March 22 at 2:00 ET. Go here to register.

The session abstract is below:

Empowering the "Everyday Data" Analyst

Like it or not, we've all become "everyday data" analysts during the last decade. We became document specialists and spreadsheet experts ten years before that. We have standard tools for creating documents, spreadsheets, and presentations right on our desktops. These applications are familiar and easy to use – even if we only use them infrequently. Why don't we have the same for working with data?

Everyone agrees that we have plenty of data—it streams through our departments and across our desktops everyday. But despite the big, IT-centric BI solutions that exist in our organizations, it's the tools and skills for investigating and making sense of "everyday data" that we're missing. The people who have the most to gain from data analysis are often the least capable of doing so. Where's the BI equivalent of Word or Visio?

Join Zach Gemignani, co-founder of Juice Analytics for this free web seminar. Based on his years of experience with analytics client engagements, you will hear him present the real-world struggle of "everyday data" analysts. You will learn:

  • How the IT-centric view of BI should change
  • How do we empower our "everyday data" analysts in our organizations
  • What shifts in approach and technology are necessary for effectively working with data

1 comment


March 23, 2007
Wade said:

Missed (unfortunately) the webinar. Will you be making any materials from the event available on your site?

Cheers,
Wade

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