The Call For Basic Numeracy

>this either.  And companies don’t teach their
Technology is not the fundamental challenge thatemployees — most people just end up doing
organizations face when it comes to implementingsomething very similar to whatever they learned from
business intelligence (BI) solutions. Certainly a lack oftheir managers, if anything.  To be clear, I
alignment between IT and business is a problem, butwouldn’t be surprised to discover that such
it’s really just a byproduct of the fact that BIclasses and training programs exist somewhere, but
solutions have been so complex in the past thatthey’re certainly not common.
business users were required to bring in IT to createImagine what would happen if you hired someone to
for them the analysis they wanted.  Technology is notdo accounting for you who had no background in
the fundamental challenge that organizations facefinance.  They’d be forced to make it up as
when it comes to implementing business intelligence (BI)they go.  What’s the likelihood that
solutions.Certainly a lack of alignment between IT andthey’d come up with the key financial metrics
business is a problem, but it’s really just alike ROI, Cash Flow, Liquidity Ratio, Debt to Equity
byproduct of the fact that BI solutions have been soRatio, Current Ratio, Inventory Turns, EBIT, Days Sales
complex in the past that business users were requiredOutstanding, etc?  It’s pretty unlikely.  So, the
to bring in IT to create for them the analysis theyfinancial analysis this person would do wouldn’t
wanted.  Of course that will lead to alignmentbe very useful in helping the business, so it would fall
problems.  Is anyone really surprised by this?  Whenby the wayside.
the people asking the questions can’t answerThis is exactly what we do with BI solutions.  We ask
them for themselves, and the people who can answerbusiness users to define the key metrics they need to
the questions are not the ones asking them, how couldrun their business.  They don’t have basic
we really have expected that everything would bebackground in how to use analytics to improve a
rosy without a lot of effort?business, so they have to make it up as they go. 
It’s not lack of executive commitment. Though they come up with some good metrics, they
Certainly, when BI fails, lack of executive commitmentusually miss others that are absolutely critical.  So,
plays a part.  But, we have to ask why themanagement doesn’t see much value coming
executives weren’t committed?  Theyfrom their BI initiative.  Since it’s not really
certainly care about growing their business, andmoving the needle in their business, support wanes.
analytics are required to do that effectively.  So whyWe need to give people some basic exposure about
aren’t they committed?how to effectively use analytics.  As a society, we
It’s not even the complexity of BI solutions. teach people to read and how to interpret the meaning
There have been tons of articles and blog postsof what they’ve read.  That’s basic
written about how BI is too complicated. And oftenliteracy.  People also need exposure regarding what
it’s suggested that complexity really is the corenumbers to look at in their business, and how to
problem.  It’s true that if you make thingsinterpret the numbers.  We need basic numeracy to
simpler, then you get rid of the great divide betweencomplement literacy.
business and IT because business can now beHow do we move people towards numeracy?  Part
self-sufficient and answer their own questions.  Andof it will be up to analytic vendors and user
BI will no longer fail because of lack of internalcommunities to define and share best practices for
expertise to keep a complex system running.analyzing a business.  But we can greatly accelerate
Complexity is certainly a huge issue, but there isthat process by providing users with analytic solutions
overwhelming evidence that it’s not really at thethat provide the key metrics for analyzing the various
core.  First, for years people have been focusing onareas of their business built into the solutions. 
trying to make BI more accessible by simplifying theThat’s why analytic applications are so useful. 
user experience.  More recently, several companies,They get us away from generic BI tools, and move us
both old and new, have offered hosted, or softwaretowards real solutions focused on addressing specific
as a service (SaaS) BI solutions to get rid of thebusiness problems and which include embedded
complexity that is involved with managing a BI solutionbest-practice metrics and analyses.
on premise.  The Holy Grail has been to make itIf you don’t think this is feasible because you
simple so we can deliver “BI for the masses.” believe that each company does business differently
But many BI initiatives still fail to get adopted and haveand each therefore must define their own KPI’s,
impact on companies.then I can prove it to you.  I can take your sales
We’re chasing the wrong grail.  Simplicity ispipeline data, apply generic best practice analyses to it,
absolutely required, but simplicity alone is not enough. and I guarantee you that I’ll find important issues
Once you peel away the barrier that was created byand opportunities regarding your pipeline.  Don’t
complexity and give users the ability to answerbelieve me?  Then accept my challenge and I’ll
whatever questions they have, you uncover the realprove it to you.
culprit preventing companies from being successfulBy removing the barrier of BI complexity, we then
with BI:  People have no way of knowing whichexpose the fundamental issue that we’re
questions are meaningful ones to ask, and which areproviding people with tools to get questions answered,
meaningless.but not with the context to identify which questions
I’m not aware of any college classes that teachhave the most impact.  People need to demand that
people how to use numbers to analyze sales, ortheir BI vendors provide them not only with the ability
customer support, or human resources, or suppliers.  Ito get answers, but also with the right questions too.
don’t know of any business schools that teach