Music has always been an integral part of human culture. From ancient times to modern-day, music has evolved and transformed in various ways. With the advent of technology, music creation and discovery have taken a wild and increasingly influential new turn. Enter Generative AI – For those living under a rock, Artificial Intelligence (AI) is a technology that has revolutionized the way we do almost everything, including how we create and discover music.

@OpenAI #Jukebox (https://www.openai.com/research/jukebox)is a prime example of how AI is bridging the gap between music and future technology. #OpenAI-Jukebox “produces a wide range of music and singing styles, and generalizes to lyrics not seen during training. All the lyrics below have been co-written by a language model and OpenAI researchers” that can generate original songs and tracks in various genres and styles similar to creativity powerhouse known simply as DALL-E for image creation. It uses deep learning algorithms to analyze existing songs’ patterns and structures to create new ones.

So does the future of music creation and discovery lie in generative AI tools like OpenAI Jukebox or design and art creation in tools like DALL-E? Either way, it’s the season of all things #OpenAI. These days you can’t escape a chatGPT meme or SNL skit powered by the little chatterbox, providing endless possibilities and countless hours of entertainment for experimentation with different words, phrases, images, sounds, styles, and genres. And did I mention they can also help you to work smarter not harder with e-mail responses and documentation creation or even building apps for you ( ie – code scripting )?

Generative AI tools like OpenAI Jukebox are not only limited to creating new songs but also have the ability to remix existing ones. This opens up a whole new world of possibilities for artists who want to experiment with their work or collaborate with other musicians.

The use of generative AI tools in music creation also raises questions about copyright laws and ownership rights. As these tools become more advanced, it will be interesting to see how they impact traditional copyright laws.
As a former EDM DJ, Im excited to see where OpenAI takes its Jukebox research – it is just one example of how AI can revolutionize the world of music creation and discovery IMHO. As technology continues to evolve at this crazy rapid pace, it’s exciting to think about what other possibilities lie ahead for the world of AI and ( fill in here ). The future looks bright for humans and  musicians and artists and fans alike as we march on this yellow brick journey towards what ? Emerald city or a more innovative musical landscape powered by artificial intelligence? Who knows ? Let’s ask ChatGPT! 

Explaining #Containers / #Kubernetes to a Child : How To Become a Storytelling Steward Using Gamification & Graphic Novels (Comics)

How To Become a Storytelling Steward Using Gamification & Graphic Novels (Comics)

If someone asked you to explain the benefits of #Containers / #Kubernetes as though you were speaking to a child, do it in under 2 minutes & guarantee said kiddo’s comprehension, could you do it?

I was tasked recently with doing the same thing by my COO using Machine Learning as the main talking point . To elucidate, I decided to pose the same question to several peers who graciously entertained this whim ‘o mine. While they provided technically correct explanations’, often, they parked their response somewhere between boredom-block and theoretical thoroughfare. Yawn!

What those very intelligent practitioners failed to remember was this was NOT the latest round of stump-the-chump; that the goal was to explain Machine Learning in a way that a child could grok without “adult-splaining” / “grownup-eze” or other explanatory methods – Add to this, the goal of keeping the child engaged for the full 2 minutes –> well, shoot,  ++ to you, dear reader turned supreme storytelling savant if you made that happen. While we are at it, why not add the ability to explain ML while avoiding the dreaded “eye gloss over” affect that most listeners dawn when tuning out their brain. This ‘Charlie Brown’ <whoah whoah whoah> adult vernacular riposte is nearly always reflected back to the speaker via those truth telling eyes of yours, enabling the Edgar Allen Poe in us all. Huh? What I mean is the tell-tale Pavlovian heart response to any “Data Science-based” summarization, in my experience.

Instead, I described two scenarios involving exotic fruit –> the 1st, included the name for each of those curious fruits aka labels which was the basis for her being able to label them on demand accordingly. The 2nd scenario,  also involved exotic fruits BUT the difference was that she was NOT provided any names ahead of time yet still was tasked with naming said items –  And for those data scientists reading this, naturally, were metaphors for supervised and unsupervised learning.

Originally, I had prepared a similar talk for a ML centric presentation I was set to give to a community based data science event (later shared on this blog) – It contains about 90% comics / image iconography instead of laborious text per slide & was received incredibly well. In fact, when delivered to a 200+ audience, it was met with much applause and higher than normal attendee survey satisfaction scores. Simplicity & pacing; Remember, an image speaks 1000 words and to a child who often learns experientially / visually, well, it becomes the storytellers handbook to the hive mind of children everywhere :).

By the way, you can stop me next time when I diverge so sharply from the path.

But now we are back –> putting to bed my thorough digression & pulling you back to my 1st sentence above:

If someone asked you to explain the benefits of #Containers / #Kubernetes as though you were speaking to a child, do it in under 2 minutes & guarantee said kiddo’s comprehension, could you do it?

This awesome comic/bedtime story is one way to answer with a resounding YES ! Meet Phippy & Zee and follow their adventures as they head off to the Zoo: Phippy Goes To The Zoo_A_Kubernetes_Story: https://azure.microsoft.com/en-us/resources/phippy-goes-to-the-zoo/en-us/

Integrating Databricks with Azure DW, Cosmos DB & Azure SQL (part 1 of 2)

I tweeted a data flow earlier today that walks through an end-to-end ML scenario using the new Databricks on Azure service (currently in preview). It also includes the orchestration pattern for ETL (populating tables, transforming data, loading into Azure DW etc), as well as the SparkML model creation stored on CosmosDB along with the recommendations output. Here is a refresher:

Some ndatabricksDataflowonAzureuances that are really helpful to understand: Reading data in as CSV but writing results as parquet. This parquet file is then the input for populating a SQL DB table as well as the normalized DIM table in SQL DW both by the same name.

Selecting the latest Databricks on Azure version (4.0 version as of 2/10/18).

Using #ADLS (DataLake Storage , my pref) &/or blob.

Azure #ADFv2 (Data Factory v2) makes it incredibly easy to orchestrate the data movement from 3rd party clouds like S3 or on-premise data sources in a hybrid scenario to Azure with the scheduling / tumbling one needs for effective data pipelines in the cloud.

I love how easy it is to connect BI tools as well.  Power BI Desktop can connect to any ODBC data source and specifically to your Databricks clusters by using the Databricks ODBC driver. Power BI Service is a fully managed web application running in Azure. As of November 2017, it only supports Spark running on HDInsight. However, you can create a report using Power BI Desktop and upload it to an Azure service.

The next post will cover using @databricks on @Azure with #Event Hubs !

Win @NFLFantasy PPR Leagues w/ ML

So, the past 3 years I have been using #machine-learning (ML) to help me in my family based PPR #fantasy-football league. When I joined the league, the commissioner and my partner’s father, said I would never win using statistics as the basis of my game play. Being cut from the “I’ll show you” aka “well, fine…I’ll prove it to you” cloth that some of us gals working in the tech industry dawn as we break down stereotypical walls and glass ceilings, is something I’ve always enjoyed about my career and love that there is an infographic to tell the tale courtesy of mscareergirl.com (only complaint is the source text in white is basically impossible to read but at least the iconography and salaries are legible):

glass-ceiling-2-620x400

infographic provided by Danyel Surrency Jones on mscareergirl.com

I’ve never whined that in my industry, I tend to work primarily with the male species or that they are “apparently” paid more *on average* because some survey says so.  My work ethic doesn’t ride on gender lines — This train departs from the “proven value based on achievements earned & result in commensurate remuneration” station (woah, that’s a mouthful).  I take challenges head-on not to prove to others, but to prove to myself, that I can do something I set my sights on, and do that something as well, if not better, than counterparts. Period. Regardless of gender. And that track has led to the figurative money ‘line’ (or perhaps it’s literal in the case of DFS or trains – who’s to say? But I digress…more on that later).

Money_Train

So, I joined his league on NFL.com, so aptly nicknamed SassyDataMinxes (not sure who the other minxes are in my 1 woman “crew” but I never said I was grammarian; mathematician, aka number ninja, well, yes;  but lingualist, maybe not.

Year 1, as to be expected *or with hindsight*,  was an abysmal failure. Keep in mind that I knew almost absolute nothing when it came to Pro Football or Fantasy sports.  I certainly did not know players or strategies or that fantasy football extended beyond Yahoo Pick ‘Em leagues, which again, in hindsight, would have been a great place to start my learning before jumping head 1st into the world of PPR/DFS.

At its core, it requires you pick the weekly winning team from 2 different competitors and assuming you have the most correct picks, you win that week. If there are no teams on BYE that week, you have 32 teams or 16 games to “predict outcomes” ; a binary 0 or 1 for lose or win in essence. Right? Never, she exclaims, because WAIT, THERE’S MORE: you have to pick a winner based on another factor: point spread. Therefore, if 0 means lost and 1 means won, you get a 1 per win EXCEPT if the spread of points is less than what the “book makers” out of Vegas determine to be the “winning spread” – You could technically pick the winning team and still get a goose egg for that matchup if the team did not meet their point spread (ooh, it burns when that happens). The team that wins happily prancing around the field singing “We are the Champions” while you are the loser for not betting against them because they were comfortable winning by a paltry lesser amount than necessary – Ooh, the blood boils relieving those early games – especially since my Grandmother who won that year picked her teams based on cities she liked or jersey colors that her ‘Color Me Happy’ wheel said were HER best COOL tones; the most unscientific approach worked for her so many times I now think she actually IS A bookie running an illegal operation out of her basement, which fronts as ‘her knitting circle” – Yah, as if any of us believe that one, Grandma :)! (She is a walking football prediction algorithm).

So, something as seemingly simple as Yahoo Pick ‘Em can actually be harder than it appears unless you are her. But, still…markedly easier than a PPR league; and light years easier than DFS/Auction style fantasy leagues when it comes to predicting gaming outcomes at the player, weekly matchup and league perspectives.

Hindsight is such a beautiful thing (*I think I have said that before*) because to espouse all of these nuggets of knowledge as though I am the Alliteration Arbiter of All –> The Socratic Seer of Scoring Strategies…And again, as always I digress (but, ain’t it fun!).

OK, let’s continue…So, we’ve established that fantasy football gaming outcomes requires a lot of *something* — And we’ve established that just cuz it seems simple, or did, when trying to predict outcomes along a massively mutable set of variables  *wait, why didn’t I just READ that sentence or THINK it when I started! If I could go back in time and ask my 3 year younger:

“Self, should I stop this nonsense now, alter the destination or persevere through what, at times, might seems like a terrible journey? *HUM, I think most pensively*.

And then answer myself, just like the good only-child I am:

“NEVER – Self, nothing worth getting is easy to get, but the hardest fought wins are the most worthwhile when all is said and done and remember,  don’t let the bedbugs bite; YOU’RE bigger than them/that.”

Or something along those lines, perhaps…

NEVER was my answer because in 2015 and 2016 (Years 2 and 3),  I was #1 in the league and won those coveted NFL.com trophies and a small pool of money. But what I won most of all was bragging rites.

Champion

Oh baby, you can’t buy those…

Not even on the Dark Web from some Onion-Routed Darker Market. Especially the right to remind a certain commissioner / neighsayer du jour / father-in-law-like that my hypothesis of using ML & statistics ALONE could beat his years of institutional football knowledge and know-how. I also won a 2nd NFL-managed league that I joined in Year 3 to evaluate my own results with a different player composition.

So Year 1 was a learning year, a failure to others in the league but super valuable to me. Year 2 was my 1st real attempt to use the model, though with much supervision and human “tweaking” ; Year 3, non-family league (league #2 for brevity sake; snarky voice in head “missed that 4 paragraphs ago” – Burn!), I had drafted an ideal team, rated A- .

Year 3 being a double test to ensure Year 1 wasn’t a double fluke.  Two leagues played:

League #1 with the family, was a team comprised of many non-ideal draft picks chosen during non-optimized rounds (QB in round 2, DEF in round 4 etc). But the key in both Year 2 and 3, was spotting the diamonds in the rookie rough – my model bubbled up unknown players or as they are known to enthusiasts: “deep sleepers” that went on to become rookie-of-the-year type players: in 2015, that was Devonta Freeman (ATL); in 2016, that was ‘Ty-superfreak’ Hill aka Tyreek Hill (Chiefs) and even better, Travis Kelce (who had been on my roster since 2015 but rose to the occasion in 2016, BEEEG-TIME) .  That has always been a strength of my approach to solving this outcomes conundrum.

So, that all being said, in this Year 4, I plan to blog PRE-GAME with my predictions for my team with commentary on some of the rankings of other players. Remember, it isnt just a player outcome, but it is player outcome in relation to your matchup that week within your league and in the context of who best to play vs. bench given those weekly changing facets. Some weeks, you might look like a boss according to NFL.com predictions; but in fact, should be playing someone else who might have a lower-than-you-are-comfortable-putting-into-your-lineup prediction. Those predictions folks HAVE ISSUES – But I believe in the power of model evaluation and learning, hence the name Machine Learning or better yet, Deep Learning approaches.

Side note: reminds me of that “SAP powered” player comparison tool:

fantasyimageswhich was DOWN / not accessible most of the aforementioned season when it was being hammered on by fans in need of a fantasy fix (reminds me of an IBM Watson joke but I was keep that one to myself ) – whomever is at fault – you should make sure your cloud provider “models” out an appropriate growth-based capacity & utilization plan IF you are going to feature it on your fantasy football site, NFL.com.

Next posting will be all about how I failed during Year 4’s draft (2017) and what I am planning to do to make up for it using the nuggets of knowledge that is an offshoot of retraining the MODEL(s) during the week – Plus, I will blog my play/bench predictions which will hopefully secure a week 1 win (hopefully because I still need to retrain this week but not until Wednesday :)).

In a separate post, we’ll talk through the train…train…train phases, which datasets are most important to differentiate statistically important features from the sea of unworthy options sitting out waiting for you to pluck them into your world. But dont fall prey to those sinister foe…They might just be the “predictable” pattern of noise  that clouds one’s senses. And of course, scripting and more scripting; so many lines of code were written and rewritten covering the gamut of scripting languages from the OSS data science branch (no neg from my perspective on SaS or SPSS other than they cost $$$ and I was trained on R in college *for free* like most of my peers) – well, free is a relative term, and you take the good with the bad when you pull up your OSS work-boots –> R has its drawbacks when it comes to the viability of processing larger than life datasets without herculean sampling efforts just to be able to successfully execute a .R web scraping script without hitting the proverbial out of memory errors, or actually train the requisite models that are needed to solve said self-imposed ML fantasy football challenges such as this. Reader thinks to oneself, “she sure loves those tongue twisting alliterations.”

And gals, I love helping out a fellow chica (you too boys/men, but you already know that, eh) — Nobody puts baby in the corner, and I never turn my back on a mind in need or a good neg/dare.

Well, Year 4 — Happy Fantasy Football Everyone — May the wind take you through the playoffs and your scores take you all the way to the FF Superbowl 🙂

Eye Tracking & Applied ML: Soapbox Validations

Anyone who has read my blog (shameless self-plug: http://www.lauraedell.com) over the past 12 years will know, I am very passionate about drinking my own analytical cool-aid. Whether during my stints as a Programmer, BI Developer, BI Manager, Practice Lead / Consultant or Senior Data Scientist, I believe wholeheartedly in measuring my own success with advanced analytics.  Even my fantasy football success (more on that in a later post) can be attributed to Advanced Machine Learning…But you wouldn’t believe how often this type of measurement gets ignored.
eyetracking
Introducing you, dear reader, to my friend “Eye-Tracker” (ET). Daunting little set of machines in that image, right?! But ET is a bonafide bada$$ in the world of measurement systems; oh yeah, and ET isn’t a new tech trend – in fact, mainstream  ET systems are a staple of any PR, marketing or web designers’ tool  arsenal  as a stick to measure program efficacy between user intended behavior & actual outcomes/actions.

In my early 20’s, I had my own ET experience & have been a passionate advocate since, having witnessed what happens when you compound user inexperience with poorly designed search / e-commerce operator sites.  I was lucky enough to work for the now uber online travel company who shall go nameless (okay, here is a hint: remember a little ditty that ended with some hillbilly singing “dot commmm” & you will know to whom I refer). This company believed so wholeheartedly in the user experience that they allowed me, young ingénue of the workplace, to spend thousands on eye tracking studies against a series of balanced scorecards that I was developing for the senior leadership team. This is important because you can ASK someone whether a designed visualization is WHAT THEY WERE THINKING or WANTING, even if built iteratively with the requestor. Why, you ponder to yourself, would this be necessary when I can just ask/survey my customers about their online experiences with my company and saved beaucorp $$.

Well, here’s why: 9x out of 10, survey participants, in not wanting to offend, will nod ‘yes’  instead of being honest, employing conflict avoidance at its best. Note, this applies to most, but I can think of a few in my new role who are probably reading this and shaking their head in disagreement at this very moment.

Eye tracking studies are used to measure efficacy by tracking what content areas engage users’ brains vs. areas that fall flat, are lackluster, overdesigned &/or contribute to eye/brain fatigue. It measures this by “tracking” where & for how long your eyes dwell on a quadrant (aka visual / website content / widget on a dashboard) and by recording the path & movement of the eyes between different quadrants’ on a page. It’s amazing to watch these advanced, algorithmic-tuned systems, pick up even the smallest flick of one’s eyes, whether darting to or away from the “above-fold” content, in ‘near’ real-time. The intended audience being measured generates the validation statistics necessary to evaluate how well your model fit the data. In the real-world, receiving attaboys or “ya done a good job” high fives should be doled out only after validating efficacy: eg. if customers dwell time increases, you can determine randomness vs. intended actual; otherwise, go back to the proverbial drawing board until earn that ‘Atta boy’ outright.

What I also learned which seems a no-brainer now; people read from Left Top to Right Bottom (LURB). So, when I see anything that doesn’t at LEAST follow those two simple principles, I just shake my head and tisk tisk tisk, wondering if human evolution is shifting with our digital transformation journey or are we destined to be bucketed with the “that’s interesting to view once” crowd instead of raising to the levels of usefulness it was designed for.

Come on now, how hard is it to remember to stick the most important info in that top left quadrant and the least important in the bottom right, especially when creating visualizations for use in the corporate workplace by senior execs. They have even less time & attention these days to focus on even the most relevant KPIs, those they need to monitor to run their business & will get asked to update the CEO on each QTR, with all those fun distractions that come with the latest vernacular du-jour taking up all their brain space: “give me MACHINE LEARNING or give me death; the upstart that replaced mobile/cloud/big data/business intelligence (you fill in the blank).
But for so long, it was me against the hard reality that no one knew what I was blabbing on about, nor would they give me carte blanche to re-run those studies ever again , And lo and behold, my Laura-ism soapbox has now been vetted, in fact, quantified by a prestigious University professor from Carnegie, all possible because a little know hero named Edmond Huey, now near and dear to my heart, grandfather of the heatmap, followed up his color-friendly block chart by building the first device capable of tracking eye movements while people were reading. This breakthrough initiated a revolution for scientists but it was intrusive and readers had to wear special lenses with a tiny opening and a pointer attached to it like the 1st image pictured above.
Fast forward 100 years…combine all ingredients into the cauldron of innovation & technological advancement, sprinkled with my favorite algorithmic pals: CNN & LSTM & voila! You have just baked yourself a popular visualization known as a heat/tree map (with identifiable info redacted) :
This common visual is  akin to eye tracking analytics which you will see exemplified in the last example below. Cool history lesson, right?

Even cooler is this example from a travel website ‘Travel Tripper’ which published Google eye-tracking results specific to the hotel industry. Instead of a treemap that you might be used to (akin to a Tableau or other BI tool visualization OOTB), you get the same coordinates laid out over search results in this example; imagine having your website underneath and instead of guessing what content should be above or below the fold, in the top left or right of the page, you can use these tried and true eye tracking methods to quantify exactly what content items customers or users are attracted to 1st and where their eyes “dwell” the longest on the page (red hot).

So, for those non-believers, I say, become a web analytic trendsetter, driving the future of machine design forward (ala “Web Analytics 3.0”).

Be a future-thinker, forward mover, innovator of your data science sphere of influence, always curious yet informed to make intelligent choices.

Is Machine Learning the New EPM Black?

I am currently a data scientist & am also a certified lean six sigma black belt. I specialize in the Big Data Finance, EPM, BI & process improvement fields where this convergence of skills has provided me the ability to understand the interactions between people, process and technology/ tools.

I would like to address the need to transform traditional EPM processes by leveraging more machine learning to help reduce forecast error and eliminate unnecessary budgeting and planning rework and cycle time using a  3 step ML approach:

1st, determine which business drivers are statistically meaningful to the forecast (correlation) , eliminating those that are not.

2nd, cluster those correlated drivers by significance to determine those that cause the most variability to the forecast (causation).

3rd, use the output of 1 and 2 as inputs to the forecast, and apply ML in order to generate a statistically accurate forward looking forecast.

 ml

Objection handling, in my experience, focuses on the cost,  time and the sensitive change management aspect- how I have handled these, for example, is as such :

  1. Cost: all of these models can be built using free tools like R and Python data science libraries, so there is minimal to no technology/tool capEx/opEx investment.   
  2. Time: most college grads with either a business, science or computer engineering degree will have undoubtedly worked with R and/or Python (and more) while earning their degree. This reduces the ramp time to get folks acclimated and up to speed. To fill the remaining skill set gap, they can use the vast libraries of work already provided by the R / Python initiatives or the many other data science communities available online for free as a starting point, which also minimizes the time due to unnecessary cycles and rework trying to define drivers based on gut feel only. 
  3. Change: this is the bigger objection that has to be handled according to the business culture and openness to change. Best means of handling this is to simply show them. Proof is in the proverbial pudding so creating a variance analysis of the ML forecast, the human forecast and the actuals will speak volumes, and bonus points if the correlation and clustering analysis also surfaced previously unknown nuggets of information richness.

Even without the finding the golden nugget ticket, the CFO will certainly take notice of a more accurate forecast and appreciate the time and frustration savings from a less consuming budget and planning cycle.

Utilizing #PredictiveAnalytics & #BigData To Improve Accuracy of #EPM Forecasting Process

I was amazed when I read the @TidemarkEPM awesome new white paper on the “4 Steps to a Big Data Finance Strategy.” This is an area I am very passionate about; some might say, it’s become my soap-box since my days as a Business Intelligence consultant. I saw the dawn of a world where EPM, specifically, the planning and budgeting process was elevated from gut feel analytics to embracing #machinelearning as a means of understanding which drivers are statistically significant from those that have no verifiable impact , and ultimately using those to feed a more accurate forecast model.

Big Data Finance

Traditionally (even still today), finance teams sit in a conference room with Excel spreadsheets from Marketing, Customer Service etc., and basically, define the current or future plans based on past performance mixed with a sprinkle of gut feel (sometimes, it was more like a gallon of gut feel to every tablespoon of historical data). In these same meetings just one quarter later, I would shake my head when the same people questioned why they missed their targets or achieved a variance that was greater/less than the anticipated or expected value.

The new world order of Big Data Finance leverages the power of machine learned algorithms to derive true forecasted analytics. And this was a primary driver for my switching from a pure BI focus into data science. And, I have seen so many companies embrace the power of true “advanced predictive analytics” and by doing so, harness the value and benefits of doing so; and doing so, with confidence, instead of fear of this unknown statistical realm, not to mention all of the unsettled glances when you say the nebulous “#BigData” or “#predictiveAnalytics” phrases.

But I wondered, exactlyBig Data Finance, Data Types, Process Use Cases, Forecasting, Budgeting, Planning, EPM, Predictive, Model how many companies are doing this vs. the old way? And I was very surprised to learn from the white-paper that  22.7% of people view predictive capabilities as “essential” to forecasting, with 52.2% claiming it nice to have.  Surprised is an understatement; in fact, I was floored.

We aren’t just talking about including weather data when predicting consumer buying behaviors. What about the major challenge for the telecommunications / network provider with customer churn? Wouldn’t it be nice to answer the question: Who are the most profitable customers WHO have the highest likelihood of churn? And wouldn’t it be nice to not have to assign 1 to several analysts xx number of days or weeks to be able to crunch through all of the relevant data to try to get to an answer to that question? And still probably not have all of the most important internal indicators or be including indicators that have no value or significance to driving an accurate churn outcome?

What about adding in 3rd party external benchmarking data to further classify and correlate these customer indicators before you run your churn prediction model? To manually do this is daunting and so many companies, I now hypothesize, revert to the old ways of doing the forecast. Plus, I bet they have a daunting impression of the cost of big data and the time to implement because of past experiences with things like building the uber “data warehouse” to get to that panacea of the “1 single source of truth”…On the island of Dr. Disparate Data that we all dreamt of in our past lives, right?

I mean we have all heard that before and yet, how many times was it actually done successfully, within budget or in the allocated time frame? And if it was, what kind of quantifiable return on investment did you really get before annual maintenance bills flowed in? Be honest…No one is judging you; well, that is, if you learned from your mistakes or can admit that your pet project perhaps bit off too much and failed.

And what about training your people or the company to utilize said investment as part of your implementation plan? What was your budget for this training and was it successful,  or did you have to hire outside folks like consultants to do the work for you? And by doing so, how long did it actually take the break the dependency on those external resources and still be successful?

Before the days of Apache Spark and other Open Source in-memory or streaming technologies, the world of Big Data was just blossoming into what it was going to grow into as a more mature flower. On top of which, it takes a while for someone to fully grok a new technology, even with the most specialized training, especially if they aren’t organically a programmer, like many Business Intelligence implementation specialists were/are. That is because those who have past experience with something like C++, can quickly apply the same techniques to newer technologies like Scala for Apache Spark or Python and be up and running much faster vs. someone who has no background in programming trying to learn what a loop is or how to call an API to get 3rd party benchmarking data. We programmers take that for granted when applying ourselves to learning something new.

And now that these tools are more enterprise ready and friendly with new integration modules with tools like R or MATLib for the statistical analysis coupled with all of the free training offered by places like University of Berkeley (via eDX online), now is the time to adopt Big Data Finance more than ever.

In a world where the machine learning algorithm can be paired with traditional classification modeling techniques automatically, and said algorithms have been made publicly available for your analysts to use as a starting point or in their entirety for your organization, one no longer needs to be daunted by thought of implementing Big Data Finance or testing out the waters of accuracy to see if you are comfortable with the margin of error between your former forecasting methodology and this new world order.

Finance is the Participation Sport of the BI Olympics

IT is no longer the powerhouse that it once was, and unfortunately for CIOs who haven’t embraced change, much of their realm was commoditized by cloud computing powered by the core principles of grid computational engines and schema-less database designs. The whole concept of spending millions of dollars to bring all disparate systems together into one data warehouse has proven modesty beneficial but if we are being truly honest, what has all that money and time actually yielded, especially towards the bottom line?
And by the time you finished with the EDW, I guarantee it was missing core operational data streams that were then designed into their own sea of data marts. Fast forward a few years, and you probably have some level of EDW, many more data marts , probably one or more cube (ROLAP/MOLAP) applications and n-number of cubes or a massive 1+ hyper-cube(s) and still, the business depends of spreadsheets to sit on top of these systems, creating individual silos of information under the desk or in the mind of one individual.

Wait<<<rewind<<< Isn’t that where we started?

Having disparate, ungoverned and untrusted data sources being managed by individuals instead of by enterprise systems of record?

And now we’re back>>>press play to continue>>>

When you stop to think about the last ten years, fellow BI practitioners, you might be scared of your ever-changing role. From a grass-roots effort to a formalized department team, Business Intelligence went from the shadows to the mainstream, and brought with it reports then dashboards, then KPIs and scorecards, managing by exception, proactive notifications and so on. And bam! We were hit by the first smattering of changes to come when Hadoop and others hit the presses. But we really didnt grok what the true potential and actual meaning of said systems unless you come from a background like myself, either competitively, or from a big data friendly industry group like telecommunications, or from a consultant/implementation p.o.v.
And then social networking took off like gang busters and mobile became a reality with the introduction of the tablet device (though, I hate to float my boat as always by mentioning my soap box dream spewed at a TDWI conference about the future of mobile BI when the 1st generation iPhone released).

But that is neither here nor there. And, as always, I digress and am back…

At the same time as we myopically focused on the technological changing landscape around us, a shifting power paradigm was building wherein the Finance organization, once relegated to the back partition of cubicles, where a pin drop was heard ’round the world (or at least, the floor), was growing more and more despondent with not being able to access the data they needed without IT intervention in order to update their monthly forecasts and produce their subsequent P&L, Balance Sheet and Cash Flow Planning statements. And IT’s response was to acquire (for additional millions of dollars) a “BI tool” aka an ad-hoc reporting application that would allow them to pull their own data. But it had been installed and the data had been pulled, and validated and by the time of completion, the Finance team had either found an alternate solution or found the system useful for a very small sliver of analysis but went outside of IT to get additional sources of information that wanted and needed to adapt to the changing business pressures from the convergence of social, mobile and unstructured datasets. And suddenly those once, shiny BI tools, seemed like antiquated relics, and simply could not handle the sheer data volumes that were now expected from it or would crash (unless filtered beyond the point of value). Businesses need not adapt their queries to the tool but need a tool that can adapt to their ever-changing processes and needed.

Drowning in data but starving for information...

Drowning in data but starving for information…

So if necessity if the mother of invention, Finance was its well deserving child. And why? The business across the board is starving for information but drowning in data. And Finance is no longer a game of solitaire, understood by few and ignored by many. In fact, Finance has become the participation sport of the BI Olympics, and rightfully so, where departmental collaboration at the fringe of the organization has proven as the missing link that before prevented successful top-down planning efforts. Where visualizations demands made dashboards a thing of the past, and demanded and better story, vis-a-vie storylines / infographics, to help disseminate more than just the numbers, but the story behind the numbers to the rest of the organization, or what I like to call the “fringe”.

I remember a few years ago when the biggest challenge was getting data, and often, we joked about how nice it would be to have a sea of data to drown in; an analysts’ buffet-du-jour; a happy paralysis-induced-by said analysis plate was the special of the day, yet only for a few, while the rest was but a gleam in our data-starved eyes.

Looking forward from there, I ask, dear reader, where do we go from here…If it’s a Finance party and we are all invited, what do we bring to the party table as BI practitioners of value? Can we provide the next critical differentiator?

Well, I believe that we can, and that critical differentiator is forward-looking data. Why?

Gartner Group stated that “Predictive data will increase profitability by 20% and that historical data will become a thing of the past” (for a BI practitioner, the last part of that statement should worry you, if you are still resisting the plunge into the predictive analytics pool).

Remember, predictive is a process that allows an organization to get true insight and has been executed amongst a larger group of people to drive faster, smarter business users. This is perfect for enterprise needs because by definition, they offer a larger group of people to work with.

Smooth sailingIn fact, it was Jack Welch would said  An organization’s ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage” 

If you haven’t already, go out and started learning one of the statistical application packages. I suggest “R” and in the coming weeks, I will provide R and SAS scripts (I have experience with both) for those interested in growing their chosen profession and remaining relevant as we weather the sea of business changes

.

How Do You Use LinkedIn? (Social Media Infographics)

How often do you refresh your LinkedIn profile pic? Or worse, the content within your profile? Unless you are a sales exec trolling the social networking site or a job seeker, I would surmise not that often; in fact, rarely is most apropos of a description. Thoughts…? ( yes, she’s back ( again), but this time, for good dear readers…@Laura_E_Edell (#infographics) says thanks to designinfographics.com for her latest content postings!

And just because I call it out, doesn’t mean you will know the best approach to updating your LinkedIn profile. And guess what …there’s an infographic for that! (http://www.linkedin.com/in/lauraerinedell)

Check out my profile on LinkedIn by clicking infographic

Check out my profile on LinkedIn by clicking infographic

MicroStrategy World 2012 – Miami

Our internal SKO (sales kick off) meeting was the beginning of this years’ MSTR World conference ( held in Miami, FL at the Intercontinental Hotel located on Chopin Plaza). As with every year, the kickoff meeting is the preliminary gathering of the salesforce in an effort to “rah-rah” the troops who work the front lines around the world ( myself included).

What I find most intriguing is the fact that MicroStrategy is materializing for BI all of those pipe dreams we ALL have. You know the ones I mean : I didn’t buy socialintelligence.co for my health several years ago. It was because I saw the vision of a future where business intelligence and social networking were married. Or take cloud intelligence, aka BI in the cloud. Looking back in 2008, I remember my soapbox discussion of BI mashups, ala My Google, supported in a drag and drop off premises environment. And everyone hollered that I was too visionary, or too far ahead. That everyone wanted reporting, and if I was lucky, maybe even dashboards.

But the acceleration continued, whether adoption grew or not.

Then, i pushed the envelope again: I wanted to take my previous thought of the mashup a morph it into an app integrated with BI tools. Write back to transactional systems or web services was key.

What is a dashboard without the ability within the same interface to take action? Everyone talks about actionable metrics/KPIs. Well, I will tell you that to have a KPI BY DEFINITION OF WHAT A KPI IS, means it is actionable.

But making your end users go to a separate ERP or CRM, to make the changes necessary to affect a KPI, will drive your users away. What benefit can you offer them in that instance ? Going to a dashboard or an excel sheet is no different. It is 1 application to view and if they are lucky, to analyze their data. If they were using excel before , they will still be using excel, especially if your dashboard isn’t useful to day to day operations.

Why? They still have to go to a 2nd application to take action.

Instead, integrate them into one.

Your dashboard will become meaningful and useful to the larger audience of users.
Pipe dream right?

NO. I have proved this out many times now and it works.

Back in 2007-2008, it was merely a theory I pontificated with you, my dear readers.

Since then, I have proved it out several times over and proven the success that can be achieved by taking that next step with your BI platforms.

Folks, if you haven’t done it, do it. Don’t waste anymore time. It took me less then 3 days to write the web services code to consume the salesforce APIs including chatter, ( business “twitter” according to SFDC), into my BI dashboard ( mobile dashboard in fact).

And suddenly, a sales dashboard becomes relevant. No longer does the salesforce team have to view their opportunities and quota achievement in one place, only to leave or open a new browser, to access their salesforce.com portal in order to update where they are at mid quarter.

But wait, now they forgot which KPIs they need to add comments to because they were red on the dashboard which is now closed, and their sales GM is screaming at them on the phone. Oh wait…they are on the road while this is happening and their data plan for their iPad has expired and no wireless connection is found.

What do you do?

Integrating salesforce.com into their dashboard eliminates at least one step (opening a new browser) in the process. Offering mobile offline transactions is a new feature of MicroStrategy’s mobile application. This allows those sales folks to make the comments they need to make while offline, on the road , which will be queued until they are online again.

One stop, one dashboard to access and take action through, even when offline, using their mobile ( android, iPad/iPhone or blackberry ) device.

This is why I’m excited to see MicroStrategy pushing the envelope on mobile BI futures.

MicroStrategy Personal Cloud – a Great **FREE** Cloud-based, Mobile Visualization Tool

Have you ever needed to create a prototype of a larger Business Intelligence project focused on data visualizations? Chances are, you have, fellow BI practitioners. Here’s the scenario for you day-dreamers out there:

Think of the hours spent creating wire-frames, no matter what tool you used, even if said tool was your hand and a napkin (ala ‘back of the napkin’ drawing) or the all-time-favorite white board, which later becomes a permanent drawing with huge bolded letters to the effect of ‘DO NOT ERASE OR ITS OFF WITH YOUR HEAD’ annotations dancing merrily around your work. Even better: electronic whiteboards which yield you hard copies of your hard work (so aptly named), which at first, seems like the panacea of all things cool (though it has been around for eons) but still, upon using, deemed the raddest piece of hardware your company has, until, of course, you look down at the thermal paper printout which has already faded in the millisecond since you tore it from machine to hand, which after said event, leaves the print out useless to the naked eye, unless you have super spidey sense optic nerves, but now I digress even further and in the time it took you to try to read thermal printout, it has degraded further because anything over 77 degrees is suboptimal (last I checked we checked in at around 98.6 but who’s counting), thus last stand on thermal paper electronic whiteboards is that they are most awesome when NOT thermoregulate ;).

OK, and now We are back…rewind to sentence 1 –

Prototyping is to dashboard design or any data visualization design as pencils and grid paper are to me. Mano y mano – I mean, totally symbiotic, right?

But, wireframing is torturous when you are in a consultative or pre-sales role, because you can’t present napkin designs to a client, or pictures of a whiteboard, unless you are showing them the process behind the design. (And by the way, this is an effective “presentation builder” when you are going for a dramatic effect –> ala “first there were cavemen, then the chisel and stone where all one had to create metrics –> then the whiteboard –> then the…wait!

This is where said BI practitioner needs to have something MORE for that dramatic pop, whiz-AM to give to their prospective clients/customers in their leave behind presentation.

And finally, the girl gets to her point (you are always so patient, my loving blog readers)…While I biased, if you forget whom I work for, and just take into account the tool, you will see the awesomeness that the new MicroStrategy Personal Cloud is for (drum roll please) PROTOTYPING a new dashboard — or just building, distributing, mobilizing etc your spreadsheet of data in a highly stylized, graphical means that tell a story far better than a spreadsheet can in most situations. (Yes, neighseyers, I know that for the 5% of circumstances which you can name, a spreadsheet is more àpropos, but HA HA, I say: this cloud personal product has the ability to include the data table along with the data visualizations!)

Best of all it is free.

I demoed this recently and was able to time it took to upload and spreadsheet, render 3 different data visualizations, generate the link to send to mobile devices (iPads and iPhones), network latency for said demo-ees to receive the email with the link and for them to launch the dashboard I created, and guess what the total time was?

Next best of all, it took only 23.7 minutes from concept to mobilization!

Mind you, I was also using data from the prospect that I had never seen or had any experience with.

OK, here is how it was done:

1) Create a FREE account or login to your existing MicroStrategy account (by existing, I mean, if you have ever signed up for the MicroStrategy forums or discussion boards, or you are an employee, then use the same login) at https://www.microstrategy.com/cloud/personal

Cloud Home

Landing Page After Logged in to Personal Cloud

2) Click the button to Create New Dashboard:

Create Dashboard Icon

  • Now, you either need to have a spreadsheet of data OR you can choose one of the sample spreadsheets that MicroStrategy provides (which is helpful if you want to see how others set up their data in Excel, or how others have used Cloud personal to create dashboards; even though it is sample data , it is actually REAL data that has been scrub-a-dub-dubbed for your pleasure!) If using a sample data set, I recommend the FAA data. It is real air traffic data, with carrier, airport code, days of the week, etc, which you can use to plan your travel by; I do…See screenshot below. There are some airports and some carriers who fly into said airports whom I WILL not fly given set days of the week in which I must travel. If there is a choice, I will choose to fly alternate carriers/routes. This FAA data set will enable you to analyze this information to make the most informed decision (outside of price) when planning your travel. Trust me…VERY HELPFUL! Plus, you can look at all the poor slobs without names sitting at the Alaska Air gate who DIDNT use this information to plan their travel, and as you casually saunter to your own gate on that Tuesday between 3 – 6 PM at SeaTac airport , you will remember that they look so sad because their Alaska Air flight has a 88% likelihood of being delayed or cancelled. (BTW, before you jump on me for my not so nice reference to said passengers), it is merely a quotation from my favorite movie ‘Breakfast at Tiffany’s’ …says Holly Golightly: “Poor cat…poor old slob without a name”.

On time Performance (Live FAA Data)

If using your own data, select the spreadsheet you want to upload

3) Preview your data; IMPORTANT STEP: make sure that you change any fields which to their correct type (either Attribute or Metric or Do Not Import).

Cloud Import - Preview Data

Keep in mind the 80/20 rule: 80% of the time, MicroStrategy will designate your data as either an Attribute or Metric correctly using a simple rule of thumb: Text or VarChar/NVarChar if using SQL Server, will always be designated as an Attribute (i.e. your descriptor/Dimension) and your numerals designated as your Metrics. BUT, if your spreadsheet uses ID fields, like Store ID, or Case ID, along with the descriptor like Store DESC or Case DESC, most likely MicroStrategy will assume the Store ID/Case ID are Metrics (since the fields are numeric in the source). This is an Easy Change! You just need to make sure ahead of time to make that change using the drop down indicator arrows in the column headings – To find them, hover over the column names with your mouse icon until you see the drop down indicator arrow. Click on the arrow to change an Attribute column to a Metric column and vice-versa (see screenshot):

Change Attribute to Metric

Once you finish with previewing your data, and everything looks good, click OK at the bottom Right of your screen.

In about 30-35 seconds, MicroStrategy will have imported your data into the Cloud for you to start building your awesome dashboards.

4) Choose a visualization from the menu that pops up on your screen upon successfully importing your spreadsheet:

Dashboard Visualization Selector
Change data visualization as little or as often as you choose

Here is the 2010 NFL data which I uploaded this morning. It is a heatmap showing the Home teams as well as any teams they played in the 2010 season. The size of the box is HOW big the win or loss was. The color indicates whether they won or lost (Green = Home team won // Red = Home team lost).

For all you, dear readers, I bid you a Happy New Year. May your ideas flow a plenty, and your data match your dreams (of what it should be) :). Go fearlessly into the new world order of business intelligence, and know that I , Laura E. your Dashboard Design Diva, called Social Intelligence the New Order, in 2005, again in 2006 and 2007. 🙂 Cheers, ya’ll.

http://tinyurl.com/ckfmya8

https://my.microstrategy.com/MicroStrategy/servlet/mstrWeb?pg=shareAgent&RRUid=1173963&documentID=4A6BD4C611E1322B538D00802F57673E&starget=1

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Business Intelligence Clouds – The Skies the Limit

I am back…(for now, or so it seems these days) – I promise to get back to one post a month if not more.

Yes, I am known for my frequent use of puns, bordering on the line between cheesy and relevant. Forgive the title. It has been over 110 days since I last posted, which for me is a travesty. Despite my ever growing list of activities both professional and personally, I have always put my blog in the top priority quadrant.

Enough ranting…I diverged; and now I am back.

Ok, cloud computing (BI tools related) seems to be all the rage. Right up there with Mobile

BI, big data and social. I dare use my own term coined back in 2007 ‘Social Intelligence’ as now others have trade marked this phrase (but we, dear readers, know the truth –> we have been thinking about the marriage between social networks / social media data sets and business intelligence for years now)…Alas, I diverge again. Today, I have been thinking a lot about cloud computing and Business Intelligence.

Think about BI and portals, like Sharepoint (just to name 1)…It was all of the rage (or perhaps, still is)…”Integrate my BI reporting with my intranet / portal /Sharepoint web parts…OK, once that was completed successfully, did it buy much in terms of adoption or savings or any number of those ROI / savings catch – “Buy our product, and your employees will literally save so much time they will be basket weaving their reports into TRUE analysis'” What they didnt tell you, was that more bandwidth meant less need for those people, which in turn, meant people went into scarcity mode/tactics trying to make themselves seem or be relevant…And I dont fault them for this…Companies were not ready or did not want to think about what they were going to do with the newly freed up resources that they would have when the panacea of BI deployments actually came to fruition…And so, the wheel turned. What was next…? Reports became dashboards; dashboards became scorecards (became the complements for the former); Scorecards introduced proactive notification / alerting; alerting introduced threshold based notification across multiple devices/methods, one of which was mobile; mobile notification brought the need for mobile BI –> and frankly, and I will say it: Apple brought us the hardware to see the latter into fruition…Swipe, tap, double tap –> drill down was now fun. Mobile made portals seem like child’s play. But what about when you need to visualize something and ONLY have it on a spreadsheet?

(I love hearing this one; as if the multi-billion dollar company whose employee is claiming to only have the data on a spreadsheet didnt get it from somewhere else; I know, I know –> in the odd case, yes, this is true…so I will play along)…

The “only on a spreadsheet” crowd made mobile seem restrictive; enter RoamBI and the likes of others like MicroStrategy (yes, MicroStrategy now has a data import feature for spreadsheets with advanced visualizations for both web and mobile)…Enter Qlikview for the web crowd. The “I’m going to build-a dashboard in less than 30 minutes” salesforce “wait…that’s not all folks….come now (to the meeting room) with your spreadsheet, and watch our magicians create dashboards to take with you from the meeting”

But no one cared about maintenance, data integrity, cleanliness or accuracy…I know…they are meant to be nimble, and I see their value in some instances and some circumstances…Just like the multi-billion dollar company who only tracks data on spreqadsheets…I get it; there are some circumstances where they exist…But, it is not the norm.

So, here we are …mobile offerings here and there; build a dashboard on the fly; import spreadsheets during meetings; but, what happens when you go back to your desk and have to open up your portal (still) and now have a new dashboard that only you can see unless you forward it out manually?

Enter cloud computing for BI; but not at the macro scale; let’s talk , personal…Personal clouds; individual sandboxes of a predefined amount of space which IT has no sanction over other than to bless how much space is allocated…From there, what you do with it is up to you; Hackles going up I see…How about this…

Image representing Salesforce as depicted in C...
Image via CrunchBase

Salesforce.com –> The biggest CRM cloud today. And for the last many years, SFDC has

enbraced Cloud Computing. And big data for that matter; and databases (database.com in fact) in the cloud…Lions and tigers and bears, oh my!

So isnt it natural for BI to follow CRM into cloud computing ?? Ok, ok…for those of you whose hackles are still up, some rules (you IT folks will want to read further):

Rules of the game:

1) Set an amount of space (not to be exceeded; no matter what) – But be fair and realistic; a 100 MB is useless; in today’s world, a 4 GB zip drive was advertised for $4.99 during the back to school sales, so I think you can pony up enough to help make the cloud useful.

2) If you delete it, there is a recycling bin (like on your PC/Mac); if you permanently delete it, too bad/so sad…We need to draw the line somewhere. Poor Sharepoint admins around the world are having to drop into STSADM commands to restore Alvin Analyst’s Most Important Analysis that he not only moved into recycling bin but then permanently deleted.

3) Put some things of use in this personal cloud at work like BI tools; upload a spreadsheet and build a dashboard in minutes wiht visualizations like the graph matrix (a crowd pleasure) or a time series slider (another crowd favorite; people just love time based data 🙂 But I digress (again)…

4) Set up BI reporting on the logged events; understand how many users are using your cloud environment; how many are getting errors; what and why are they getting errors; this simple type of event based logging is very informative. (We BI professionals tend to overthink things, especially those who are also physicists).

5) Take a look at what people are using the cloud for; if you create and add meaningful tools like BI visualizations and data import and offer viewing via mobile devices like iPhone/iPad and Android or web, people will use it…

This isnt a corporate iTunes or MobileMe Cloud; this isnt Amazon’s elastic cloud (EC2). This is a cloud wiht the sole purpase of supporting BI; wait, not just supporting, but propelling users out of the doldrums of the current state of affairs and into the future.

It’s tangible and just cool enough to tell your colleagues and work friends “hey, I’ve got a BI cloud; do you?”

BIPlayBook.Com is Now Available!

As an aside, I’m excited to announce my latest website: http://www.biplaybook.com is finally published. Essentially, I decided that you, dear readers, were ready for the next step.  What comes next, you ask?

After Measuring BI data –> Making Measurements Meaningful –> and –>Massaging Meaningful Data into Metrics, what comes next is to discuss the age-old question of ‘So What’? & ‘What Do I Do About it’?

BI PlayBook offers readers the next level of real-world scenarios now that BI has become the nomenclature of yesteryear & is used by most to inform decisions. Basically, it is the same, with the added bonus of how to tie BI back into the original business process, customer service/satisfaction process or really any process of substance within a company.

This is quite meaningful to me because so often, as consumers of goods and services, we find our voices go unheard, especially when we are left dissatisfied. Can you muster the courage to voice your issue (dare I say, ‘complain’?) using the only tools provided: poor website feedback forms, surveys or (gasp) relaying our issue by calling into a call center(s) or IVR system (double gasp)? I don’t know if I can…

How many times do we get caught in the endless loop of an IVR, only to be ‘opted-out’ (aka – hung up on) when we do not press the magical combination of numbers on our keypads to reach a live human being, or when we are sneaky, pressing ‘0’ only to find out the company is one step ahead of us, having programmed ‘0’ to automatically transfer your call to our friend:  ‘ReLisa Boutton’ – aka the Release Button().

Feedback is critical, especially as our world has become consumed by social networks. The ‘chatter’ of customers that ensues, choosing to ‘Like’ or join our company page or product, or tweet about the merits or demerits of one’s value proposition, is not only rich if one cares about understanding their customer. But, it is also a key into how well you are doing in the eyes of your customer. Think about how many customer satisfaction surveys you have taken ask you whether or not your would recommend a company to a friend or family member.

This measure defines one’s NPR, or Net Promoter Rank, and is a commonly shared KPI or key performance indicator for a company.

Yet, market researchers like myself know that what a customer says on a survey isn’t always how they will behave. This discrepancy between what someone says and what someone does is as age-old as our parents telling us as children “do not as I do, but as I say.” However, no longer does this paradigm hold true. Therefore, limiting oneself by their NPR score will restrict the ability to truly understand one’s Voice of the Customer. And further, if you do not understand your customer’s actual likelihood to recommend to others or repeat purchase from you, how can you predict their lifetime value or propensity for future revenue earnings? You can’t.

Now, I am ranting. I get it.

But I want you to understand that social media content that is available from understanding the social network spheres can fill that gap. They can help you understand how your customers truly perceive your goods or services. Trust me, customers are more likely to tweet (use Twitter) to vent in 140 characters or less about a negative experience than they are to take the time to fill out a survey. Likewise, they are more likely to rave about a great experience with your company.

So, why shouldn’t this social ‘chatter’ be tied back into the business intelligence platforms, and further, mined out specifically to inform customer feedback loops, voice of the customer & value stream maps, for example?

Going one step further, having a BI PlayBook focuses the attention of the metric owners on the areas that needs to be addressed, while filtering out the noise that can detract from the intended purpose.

If we are going to make folks responsible for the performance of a given metric, shouldn’t we also help them understand what is expected of them up front, as opposed to when something goes terribly wrong, signified by the “text message” tirade of an overworked CEO waking you out of your slumber at 3 AM?

Further, understanding how to address an issue, who to communicate to and most importantly, how to resolve and respond to affected parties are all part of a well conceived BI playbook.

It truly takes BI to that next level. In fact, two years ago, I presented this very topic at the TDWI Executive Summit in San Diego (Tying Business Processes into your Business Intelligence). While I got a lot of  stares ala ‘dog tilting head to the side in that confused glare at owner look’, I hope people can draw back on that experience with moments of ‘ah ha – that is what she meant’ now that they have evolved ( a little) in their BI maturation growth.

To Start Quilting, One Just Needs a Set of Patterns: Deconstructing Neural Networks (my favorite topic de la journée, semaine ou année)

 

How a Neural Network Works:

Neural NetworkA neural network (#neuralnetwork) uses rules it “learns” from patterns in data to construct a hidden layer of logic. The hidden layer then processes inputs, classifying them based on the experience of the model. In this example, the neural network has been trained to distinguish between valid and fraudulent credit card purchases.

This is not your mom’s apple pie or the good old days of case-based reasoning or fuzzy logic. (Although, the latter is still one of my favorite terms to say. Try it: fuzzzzyyyy logic. Rolls off the tongue, right?)…But I digress…

And, now, we’re back.

To give you a quick refresher:

image

Case based reasoning represents knowledge as a database of past cases and their solutions. The system uses a six-step process to generate solutions to new problems encountered by the user.

We’re talking old school, folks…Think to yourself, frustrating FAQ pages, where you type a question into a search box, only to have follow on questions prompt you for further clarification and with each one, further frustration. Oh and BTW, the same FAQ pages which e-commerce sites laughably call ‘customer support’ –

“ And, I wonder why your ASCI customer service scores are soo low Mr. or Mrs. e-Retailer :),” says this blogger facetiously, to her audience .

 

 

 

And, we’re not talking about fuzzy logic either – Simply put, fuzzy logic is fun to say, yes, and technically is:

fuzzy logic

–> Rule-based technology with exceptions (see arrow 4)

–> Represents linguistic categories (for example, “warm”, “hot”) as ranges of values

–> Describes a particular phenomenon or process and then represents in a diminutive number of flexible rules

–> Provides solutions to scenarios typically difficult to represent with succinct IF-THEN rules

(Graphic: Take a thermostat in your home and assign membership functions for the input called temperature. This becomes part of the logic of the thermostat to control the room temperature. Membership functions translate linguistic expressions such as “warm” or “cool” into quantifiable numbers that computer systems can then consume and manipulate.)

 

Nope, we are talking Neural Networks – the absolute Bees-Knees in my mind, right up there with social intelligence and my family (in no specific order :):

–> Find patterns and relationships in massive amounts of data that are too complicated for human to analyze

–> “Learn” patterns by searching for relationships, building models, and correcting over and over again model’s own mistakes

–> Humans “train” network by feeding it training data for which inputs produce known set of outputs or conclusions, to help neural network learn correct solution by example

–> Neural network applications in medicine, science, and business address problems in pattern classification, prediction, financial analysis, and control and optimization

 

Remember folks: Knowledge is power and definitely an asset. Want to know more? I discuss this and other intangibles further in part 1 of a multi-part study I am conducting called:

weemee Measuring Our Intangible Assets, by Laura Edell

Anyone Else Notice the Over Usage of the Word ‘Dashboard’ / Lack of Principled Designs on the Web today ?

Doing a key-word search tonight using a variation of ‘dashboard, casino, marketing’ examples yielded two pages of the same link and a mix of other commentary type blogs. Granted, I am a blogger and find much value in the opinions of others. But, disenchantment quickly set in. It’s easy to comment on the designs of others. Crafting strategic KPIs in a way that can easily cascade down into tactical management dashboards and ultimately, down into operational reports in order to appeal to the broad audience of C-levels, middle managers and individual contributors is challenging. The data model and underlying ETL processes, the storage mechanisms, the network capacity, even the power of your box (both physical and virtually, speaking) can plague a dashboard’s performance. But what about design?
I am a huge fan of Stephen Few, having sat in several all day classes as well as assisting in coordinating his presence at a local TDWI NW Chapter as keynote speaker. His principles are simple to understand and visually, appeal to the broad and hidden nature of our visual cortex’ response to stimuli – What?
Our brains play a key part of the adoption of dashboards; plain and simple. The better designs in the world take into account everything from eye tracking on a screen, to real estate / importance placement of items on the screen, to color response cues (red – stop; green – go) and more importantly, our innate ability to shut down response when we are inundated with color / graphics / text / information. While everyone has stepped onto the bus and started down Dashboard Drive, I have to wonder when and where this road will stop, and the next latest and greatest will move into it’s place. Beware, oh reader; don’t be swayed by the flash and glitz of the sales presentation. Oh yeah, and, be wowed by sparklines and bullet graphs (here: http://www.perceptualedge.com/blog/?p=50) and their ability to relay trend, target, actuals in a simple line graph or horizontal bar chart using varying grey tones and a hint of red, without adding traffic lights or gauges (the bains of my existence, friends will the ill fated over-used pie chart).

Talking about Bayesian inference, Data Visualization and More

 

Quote

Bayesian inference – Wikipedia, the free encyclopedia

what is your take on using Bayesian inference to determine website behaviors of consumers of your goods and services? And once established, and quantifiable metrics gleaned on actual behaviors, do you go back and adjust your hypothesis with more objective data? Most do not, so don’t fault yourself. If you even tried to apply statistical methods to “gut feel” hypothesizes, hats off to you!

The power within this model can also be extended to visualizing your statistical models as well.

Check out what Twitter users were ‘tweeting’ about during the Super Bowl as visualized by the NY Times:

Twitter Chatter during SuperBowl, NY Times

 

Laura Edell Google SideWiki