Thank you for posting this question @LeahK!
For us, some of the things we've been looking around the culture related to BI are below - however we're actively looking for ideas so I'd really love to hear other people's ideas & thoughts on this:
- Eliminate supply-led BI. BI that's created by the BI professionals is generally less used (in our experience) than BI that's created for a requested need
- Engage the managers on their need: Working directly with the managers to say "what business questions do you have, that you can't answer today". The intention here is that by asking the managers first, we can begin the culture change by focussing on the need of the people who will be likely to sponsor this work deeper in the organisation.
- Understand the Why: We've also started asking deeper questions about any dashboard or reporting requests. Instead of just providing a dashboard of volume, for example, we're taking one further step and asking "what action or decision are you hoping to make from this data". We're doing this for 3 reasons:
- Initially we built many dashboard because people wanted "visibility" but these were not driving any actions so eventually they fell out of use
- we also found that the way we present data changes based on how people want to use it. For example, if they are looking to augment staff to meet demand that would be one presentation; but if they are just looking at which clients are doing more business to focus on those clients, that's a different presentation
- Hunting Packs: We sometimes do a hunting pack, where one or two people go and sit with the line people to see what they actually do during the day, to identify (or hunt) opportunities which will help people immediately.
The other area we're focussed on is changing the discussion around BI:
- in some areas people see BI as something you do because someone makes you do it;
- in some areas people are asking "when will we be finished with BI - what's the full scope and end-date" like a project. In our mind, BI is a continuous investment in a modern organisation - rather than being a project, this is a permanent capability. We also see
- and in some areas people see BI as a pretty looking Tableau dashboard or a report that is built and tested and never changed - this is certainly part of it, but I see this as the smallest part, with the more interesting and larger piece being the exploration and continuous testing of our understanding of our world through interrogation of the data (a very dynamic and curious role)
- we also still have a lot of confusion between automation and BI - Alteryx allows you to do both, but in many respects they are very different.
Really very curious to see what other folk are thinking about; or any articles you can recommend on driving a change in culture from a procedural to a data-centric culture; driving an understanding of how managers and line folk can & should embrace BI; or any hint/tips that have worked for you.
Have a great Friday all,