Wednesday, June 25, 2025

Mastering Business Intelligence: A Strategic Guide to Smarter Decisions and Future-Ready HR

 

Business Intelligence

Business intelligence can be described as the ability to use information to gain a deeper understanding of an organization and its parts, to see how. The whole organization and its parts are performing (through business metrics) and to make sound business decisions that are grounded in relevant and accurate facts rather than assumptions or "gut feelings." A commitment to good governance requires more informed, transparent, and accountable decisions, and better business intelligence makes those decisions possible.

An organization's business intelligence system has three basic components:

·         Data gathering. Data is routinely gathered through different computer systems in all parts of the organization (for example, point-of-sale performance, purchasing and sales transactions, employee and customer records, security terminals).

·         Data warehousing. Data gathered from different systems is translated into a standard format, cleaned (or "scrubbed") of errors and duplications, and then stored in databases related to specific uses (for example, operations, finance, sales, HR). Organizations that have invested in an enterprise resource planning (ERP) system are able to integrate these distinct databases. This allows everyone in the organization access to the same current data and improves communication and coordination. ERP products are "suites" of integrated applications for special purposes, such as those shown in Exhibit 36. The data warehouse is integrated but divided into separate sections or data marts that share reporting and analytical needs or interests. For example, the human resources information system (HRIS) captures data related to managing tasks such as payroll, workforce planning, performance appraisal, training and development, and succession planning. Some ERPs actually extend outside the organization by supporting electronic data interchange (EDI). Among other purposes, EDI is often used to automate outsourcing and vendor payments.

·         Query and reporting capabilities. Users can access the data they need and use stand-alone or integrated (ERP) business application software to sort, describe, and analyze data in myriad ways and to create report graphics, such as bar or pie charts.

Business Intelligence Portals

A business intelligence portal is a user's point of access to the data and applications stored on an information system. An effective business intelligence portal:

·         Can be customized to the needs of specific users so that they view only the data and applications they commonly use. This simplifies navigation and avoids overwhelming users with visual options and requiring layers of actions. This is an important factor for HR when selecting or designing self-service portals for managers and employees.

·         Presents information logically. A well-designed screen uses visual cues (for example, color, size, screen location, adjacency) to denote logical relationships.

·         Supports easy navigation from the home page to and within desired files.

·         Uses automated tools such as "click to open" and "drag and drop."

·         Can be scaled to different media. Screens and information should be readable on monitors, handheld devices, and mobile phones.

·         Provides security by restricting access to authorized users and limiting actions according to users' privileges.

Balanced Scorecard

A useful tool for gathering business intelligence is the balanced scorecard. A balanced scorecard can provide a concise impression of an organization's overall performance. It can be used to focus the organization and its functions on key strategic activities, to craft responses to goals, and to create metrics to assess the effectiveness of these responses. Balanced scorecards help support a clear line of sight from strategic goals to strategic performance. An organization can have multiple balanced scorecards, as the organization-level scorecard can be deconstructed to a departmental level, incorporating departmental-level metrics.

The creators of the balanced scorecard, Robert S. Kaplan and David P. Norton, identified four ways that the scorecard can be used in strategic management by linking short-term activities to long-term objectives. From the perspective of HR, a balanced scorecard can help achieve this objective in the following ways:

·         Translating the vision. All balanced scorecards must include accountability and measurable results that are agreed upon with management. HR can use this information to tailor its efforts to best serve achieving these results.

·         Communicating and linking. Using a balanced scorecard gives the entire organization a clear idea of what the overall objectives are and allows departments to ensure that their objectives are aligned with the overall long- term strategy. HR can look to the balanced scorecard in order to ensure that talent acquisition strategies will serve the overall strategy.

·         Business planning. Balanced scorecards make it clear what goals have been set by the organization and therefore enable departments to better integrate their own plans. In this way, HR can ensure not only that the organization allocates the correct resources to workforce management but also that resources are allocated in the right way and place-for example, through hiring more or specific talent, offering skills development, or adjusting travel budgets.

·         Feedback and learning. A balanced scorecard provides organizations with more opportunities to learn from ongoing performance. This allows HR to adjust its strategies based on real-time feedback and modify activities accordingly.

Analytical Processing

Business analysis has been greatly enhanced through the use of analytical processing. As the computer processing power and Internet accessibility available to organizations has improved, online analytical processing (OLAP) has become more common, embedded into many of the available HRIS products. Because of the way the data is stored, analytical processing applications can analyze the data faster and in more ways than traditional relational databases, offering a multidimensional analysis of business data.

A relational database stores data in separate tables (for example, employee training records, training products). Each table is composed of rows and columns. Each row is a data record (for example, an employee name); each column is an attribute (for example, a training course). The database is queried to find the relationships between the data-for example, all the employees who have completed a particular training program.

An analytical processing application uses a server sited between the user and the organization's database. The OLAP server takes the data from the database and stores it in a compact, multidimensional "cube." Each dimension (for example, employees) contains all the attributes in the database (for example, gender, age, function, pay grade, promotions, education, source of recruitment). These tools can quickly find all the varied intersections of the dimensions.

This means that, with the right analytical processing application, a user can analyze the same data and produce different types of analysis, for example, a time series that shows trends in hiring certain demographic groups or a regression analysis that compares retention with the date of the employee's last promotion.

Data can also be organized hierarchically, which allows the user to "drill down" for a more granular look at the situation or "drill up" for a bird's-eye view. HR analysts can, for example, drill down from all employees to managers, to female managers, to female managers with a college education, and so on.

Advanced Business Analytics

Business intelligence analytics can be distinguished in terms of the analyses' temporal focus: backward, current, or forward.

Some reporting analyzes historical data. For example, an analysis of recruiting statistics might compare the effectiveness of various recruitment channels in meeting different criteria (such as cost, numbers of responses, time to fill, long-term retention). This is often referred to as trend analysis. One way this can be used by HR is to extrapolate future labor demands.

Dashboard analytics focus on current data that measures performance in key areas. For example, an HR dashboard might report employee retention rates in comparison to current objectives. It could present the data in different ways: geographically, functionally, by age or gender.

Predictive analytics use historical and current data to get a better sense of the future and even to shape the future. These analytic approaches apply formulas and algorithms to data warehouses in order to predict outcomes. For example, a dashboard application may have the ability to extrapolate from historical and current data to forecast a problematic or beneficial trend-perhaps a decline in hiring due to non-competitive wages. Simulations can be run to see outcomes based on different wage scenarios.

Advanced analytics can also take advantage of machine learning, the ability of an information system to make its own decisions based on the data it is receiving. For HR professionals, this type of capability can improve the self-service experience for managers and employees. It can predict certain interests based on the accumulating interactions. It can, for example, review a bank of résumés on file, select the applicants most likely to be interested in a new opening, and send e-mails or texts to advertise job opportunities.

Predictive analytics and trend analysis offer some valuable applications to HR professionals:

·         Identifying objective performance and engagement metrics, used to identify top-performing employees, and culture fit

·         Facilitating retention and succession planning, by tracking success indicators and factors that might point to potential flight risks (The latter should be approached cautiously.)

·         Enhancing talent acquisition processes by identifying the best hiring sources and potential future high-performing employees and helping to determine the effectiveness of diversification efforts

·         Improving the chances of fraud detection through pattern recognition

The ability to create strong forecasts can help organizations improve their decision-making processes, their responsiveness to changes in the business environment, and the effectiveness of their long-term planning. However, it is important to remember that prediction is by no means flawless, because one can never truly know what is going to happen in the future. Crises, for example, tend not to be predictable. Similarly, it is possible that technological developments could offer up a new process or tool that could have an impact on an organization's workforce growth- for example, new automation technology that might mean retiring employees don't need to be replaced, which could reverse an upward trend in workforce growth.

Scenario Planning

Another approach to looking ahead is scenario planning. Organizations are often subject to events beyond their control-from political disruption to natural disasters, to pandemics. While it is impossible to predict every potential scenario that might affect an organization, being able to engage in some "what if" planning can help organizations mitigate the severity of potential risks in the future. HR can take information gathered from past experiences and events and use them to devise plans to confront possible challenges in the future. For example, information gathered about the response to a pandemic can inform plans to manage a potential future pandemic or other public health crisis. To approach the exercise, team members can pose such questions as:

·         Did the organization have appropriate employee supports in place (technological, health)?

·         What preparations are in place to make adjustments to remote or hybrid work conditions?

·         Was the organization able to locate and repatriate employees who were overseas?

·         After the crisis ended, was the organization able to meet any new staffing needs?

Any plans generated by this exercise will have to be revisited on occasion to ensure that they are based on the best, most up-to-date information. Engaging in scenario planning can ensure that an organization has some plans in place to help navigate potential future crises or challenges.


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