Traci Carte Al Schwarzkopf Terrie Shaft Bob Zmud

1. Knowledge Discovery at CardinalHealth Medical Products and Services: Institutionalizing an Enterprise-Wide Data Warehouse Capability Traci Carte Al Schwarzkopf Terrie Shaft Bob Zmud

2. Knowledge Discovery What enables an organization to obtain business value from a data warehouse?  What makes an effective knowledge discovery team?

3. Organization Individual Individual Individual Layers of Knowledge Discovery Problem Solving Team

4. Who Is Involved in Knowledge Discovery? A problem solving team that possesses or is able to gain access to required capabilities and carries out the roles that are necessary for problem solution. • Team {formal or spontaneous} • Roles {internal and boundary spanning} • Capabilities {information and knowledge} • Solution {delivery and dissemination}

5. The Cardinal Healthcare Journey HORIZON Project Pre-History Enterprise Data Warehouse Single-Source Reporting Ubiquitous Data Warehousing Institutionalized into Daily Work Processes End User Computing Stand-Alone Data Marts Up to mid-1980s 1985-1995 1995-1998 1999-? future

6. Knowledge Discovery Resource Model Organizational Antecedents • Information Culture • Data Infrastructure • Knowledge Infrastructure Organization Capacities • Absorptive Capacity • Transformative Capacity • Combinative Capacity Knowledge Discovery Requirements • Absorptive Capability • Transformative Capability • Combinative Capability Team Structure • Members’ Knowledge • Members’ Social Networks • Members’ Roles Team Capabilities • Absorptive Capability • Transformative Capability • Combinative Capability Dotted lines represent the formation of an ad hoc team Problem Requirements • Business Knowledge • Data Knowledge Solution Problem Resolution (Success)

7. Knowledge Discovery Resource Model Organizational Antecedents • Information Culture • Data Infrastructure • Knowledge Infrastructure Organization Capacities • Absorptive Capacity • Transformative Capacity • Combinative Capacity Knowledge Discovery Requirements • Absorptive Capability • Transformative Capability • Combinative Capability Team Structure • Members’ Knowledge • Members’ Social Networks • Members’ Roles Team Capabilities • Absorptive Capability • Transformative Capability • Combinative Capability Dotted lines represent the formation of an ad hoc team Problem Requirements • Business Knowledge • Data Knowledge Solution Problem Resolution (Success)

8. Organizational Antecedents • Information Culture • Data-Driven Decision Style • Business-Led IT Innovation • “Pull” Information Culture • Dense Social Networks • Data Infrastructure • Single Data Source • Common Business Language • Data Access Training • Data Access Support structure • Knowledge Infrastructure • Merging of business, IT and data social networks • Merging of business process, data and data access capabilities

9. Knowledge Discovery Resource Model Organizational Antecedents • Information Culture • Data Infrastructure • Knowledge Infrastructure Organization Capacities • Absorptive Capacity • Transformative Capacity • Combinative Capacity Knowledge Discovery Requirements • Absorptive Capability • Transformative Capability • Combinative Capability Team Structure • Members’ Knowledge • Members’ Social Networks • Members’ Roles Team Capabilities • Absorptive Capability • Transformative Capability • Combinative Capability Dotted lines represent the formation of an ad hoc team Problem Requirements • Business Knowledge • Data Knowledge Solution Problem Resolution (Success)

10. Knowledge Discovery Capacity

11. Knowledge Discovery Resource Model Organizational Antecedents • Information Culture • Data Infrastructure • Knowledge Infrastructure Organization Capacities • Absorptive Capacity • Transformative Capacity • Combinative Capacity Knowledge Discovery Requirements • Absorptive Capability • Transformative Capability • Combinative Capability Team Structure • Members’ Knowledge • Members’ Social Networks • Members’ Roles Team Capabilities • Absorptive Capability • Transformative Capability • Combinative Capability Dotted lines represent the formation of an ad hoc team Problem Requirements • Business Knowledge • Data Knowledge Solution Problem Resolution (Success)

12. Team Roles

13. Knowledge Discovery Resource Model Organizational Antecedents • Information Culture • Data Infrastructure • Knowledge Infrastructure Organization Capacities • Absorptive Capacity • Transformative Capacity • Combinative Capacity Knowledge Discovery Requirements • Absorptive Capability • Transformative Capability • Combinative Capability Team Structure • Members’ Knowledge • Members’ Social Networks • Members’ Roles Team Capabilities • Absorptive Capability • Transformative Capability • Combinative Capability Dotted lines represent the formation of an ad hoc team Problem Requirements • Business Knowledge • Data Knowledge Solution Problem Resolution (Success)

14. Supplier Diversity ReportIdentified small business suppliers for Cardinal

15. Standard HR ReportsRoll out of standard HR reports to all divisions.

16. EntelligenceWeb system to allow customers to track their purchase history.

17. Delivery Plant Location Locate Alternate Warehouse Source for Local Out-Of-Stock Items

18. Care Continuum Core ListIdentify a list of inventory items to be maintained as readily available stock.

19. Critical Success Factors • Business Culture • Business-directed IT innovation • Data-driven decision-making and problem-resolution • Knowledge capture and sharing • Data Infrastructure • Business ownership of data capture, maintenance, analysis and reporting • Single data repository • Common, rich data access structure • Knowledge Infrastructure • Common business language • Dense social networks • Merging of business, IT and data social networks • Merging of business process, data and data access capabilities

20. Critical Importance of Boundary Spanner and Information Broker • Proactive, rather than reactive, problem recognition is associated with greater success in knowledge discovery • More complete problem definition • More thorough problem analysis, solution generation and solution analysis • Leveraging member relationships across the enterprise and existing structures and processes is associated with greater problem-solving success • More complete problem definition • More thorough solution generation • More effective knowledge transfer