Evolving from DW to BI : HBC’s Tale from the Trenches

1. Evolving from DW to BI : HBC’s Tale from the Trenches Zenobia Deboo Hudson’s Bay Company

2. Table of Contents: • Company Overview • Evolution from Data Warehouse (DW) to Business Intelligence (BI) • Our Past Data Warehouse • Our Present Business Intelligence Implementation • Unanticipated Challenges of Change • Approaches to Meeting and Overcoming our Obstacles • Lessons Learned • Closing Insights • Questions and Answers

3. Company Overview Hudson’s Bay Company (Hbc) • Canada’s largest diversified general merchandise retailer • Over 570 stores • Nearly 60,000 associates located across all 11 provinces in Canada • Focused on exceptional customer service • 5 Banners + Online Store – distinct Business’ within one HBC • The Bay (Department Store) • Zellers (Mass Merchant) • Home Outfitters and Designer Depot (Specialty Home) • Fields (Discount) • E-Store (Online)

4. Evolution from Data Warehouse (DW) to Business Intelligence (BI) Our Past Data Warehouse • 1 Data Mart per Banner • Multiple Reporting Tools • Limited User Access to reporting tools (No Access to our Stores) • Heavy dependency on Centralized Reporting

5. Evolution from Data Warehouse (DW) to Business Intelligence (BI) Data Warehouse (EVOLUTION) Business Intelligence - Data Storage - Reporting

6. Evolution from Data Warehouse (DW) to Business Intelligence (BI)

7. Evolution from Data Warehouse (DW) to Business Intelligence (BI) Present Business Intelligence Implementation • A Consolidated Retail Logical Data Model under one Data Warehouse • 1 Reporting Tool • 1 version of the Truth • Decision Making driven by meaningful Reporting

8. Evolution from Data Warehouse (DW) to Business Intelligence (BI)

9. Unanticipated Challenges of Change Attitudes

10. Unanticipated Challenges of Change Attitudes • Lack of Readiness to give up the Detail • Resistance to Change • Reluctance to give up the Old • Fear of the New

11. Overcoming the Challenge Attitudes • Ease into an Idea • Ongoing effort at HBC

12. Lessons Learned Attitudes • Constantly Evolving as an organization • A Common goal • Strong Management Commitment • Management focus on the Common goal • Recognize and Acknowledge efforts required to cope with Change

13. Unanticipated Challenges of Change Understanding

14. Unanticipated Challenges of Change Understanding • Project team perspective • Impacted business user perspective

15. Overcoming the Challenge Understanding • Clarity • Gap Analysis

16. Lessons Learned Understanding • Timing of Gap Analysis • Timing of true understanding

17. Unanticipated Challenges of Change Project Staffing & Organization Size

18. Unanticipated Challenges of Change Project Staffing & Organization Size • Changes in Management • Changes in Project Team • Availability of Business Participants • Roles and Responsibilities of each team member • Degree of impact

19. Overcoming the Challenge Project Staffing & Organization Size • Definition of Roles and Responsibilities • Pilot Rollout Approach • Commitment from all Levels of the organization

20. Lessons Learned Project Staffing & Organization Size • Dedicate the right Resources to the task • Assign Sufficient Staffing • Create a separate sub project for Change • Determine a Pilot Rollout Approach at the beginning of the project

21. Unanticipated Challenges of Change Training

22. Unanticipated Challenges of Change Training • Who to Train • Type of Training • Timing of Training • Training Resources Availability • Depth of Training • Attendance or lack of • Executive Usage

23. Overcoming the Challenge Training • One on One Sessions • Lunch and Learns • Team Training • Training materials

24. Lessons Learned Training • Training too early is as good as not training at all • Training in Phases (basic to advanced) adds overall value and understanding • You Can teach an old dog new tricks • Repetition

25. Unanticipated Challenges of Change Communication

26. Unanticipated Challenges of Change Communication • Communication is a job in itself • Communication Questions: • How? • How often? • What? • To whom?

27. Overcoming the Challenge Communication • Centralized Communication • Communication attributes: • Clear • Concise • Informative

28. Lessons Learned Communication • Dedicate an individual to channel Communication • You can never Communicate too much information

29. Unanticipated Challenges of Change Trust

30. Unanticipated Challenges of Change Trust • Data • People • Effort Required and Fragility • Honesty

31. Overcoming the Challenge Trust • Develop Business Processes • Test, Test, Test …………..

32. Lessons Learned Trust • Build the Trust and Sustain it • Talk is cheap in a large organization so give them something to talk about

33. Closing Insights ….it’s the soft stuff that’s the hard stuff!

34. Closing Insights • Assume the possibility of Unanticipated Change • Set up Projects to Succeed by planning Unanticipated Change into the equation • View Unanticipated Change with open eyes and fly rather than die • Learn from others rather than re-inventing the wheel • BI is a Program not a Project

35. Closing Insights • Celebrate the victory of positive change with your team

36. Questions and Answers