TDWI, CTG & SAP Webinar: Come for the misrepresentation of machine learning, stay for the fantastic case study

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The webinar I’m going to review is worth seeing for one reason: The Covenant Transportation Group case study is a fantastic example of what’s going on in BI today. It’s worth the time. IMO, skip the first and third presenters for the reasons described below.

Machine Learning – Yeah, Right…

I usually like Fern Halper’s TDWI presentations. They’re usually cogent and make sense. This, sadly, was why the word “usually” exists. The title of the presentation was “Machine learning – What’s all the hype about?” and Ms. Halper certainly provided the hype.

She started off with a definition of machine learning: “Field of study that gives computers the ability to learn without being explicitly programmed,” by Arthur Samuel (1959). The problem with the rest of the presentation is that’s still true but the TDWI analyst bought into the BI hype that the definition has changed. She presents it now as complex analytics and “Enabling computers to learn patterns.” No, it’s not – except in our sector as people and companies try to jump on the machine learning bandwagon.

Our computers, at all levels of hardware, networking and software are far faster than even a decade ago. That allows for more complex algorithms to be run. That we can now analyze information much faster doesn’t suddenly make it “machine learning.”

There’s also the problem that seems to exist with many, that of conflating artificial intelligence (AI) with expert systems. AI is simply what we don’t know about intelligence and are trying to learn how to program. When I studied AI in the 80s, robotics and vision were just becoming well known enough to be their own disciplines and left the main lump of AI problems. Natural Language Processing (NLP) was starting to do the same.

Yet another main problem I’ll discuss is another conflation of analytics and learning. Fern Harper listed and mentioned, more than once, the “machine learning algorithms.” tdwi machin learning techniques

Note that all except neural networks are just algorithms that were defined and programmed long before machine learning. Machine learning is the ability of the software to decide which to use, how to change percentages in decision tree branches and other autonomous decisions that directly change the algorithm. It’s not the algorithm running fast and “finding things.”

Neural networks? They’re not even an algorithm, they’re only a way to process information. Any of the algorithms could run in a neural network architecture. The neural network is software that imitates brains and uses multiple simple nodes. Teaching a neural network any of the algorithms is how they work.

Covenant Transportation Group – A Great Analytics Case Study

So forget what they tried to pitch you about machine learning. The heart of the webinar was a presentation by Chris Orban, VP, Advanced Analytics, Covenant Transportation Group (CTG), and that was worth the price of admission. It was a great example of how modern analytics can solve complex problems.

CTG is a holding company for a number of transportation firms. Logistics is a KPI. There were two main issues discussed, but worthy of mention.

The first example was the basic issue of travel routing. It’s one thing to plan routes based on expected weather. It’s quite another to change plans on the fly when weather or other road conditions (accidents, construction and more) crop up. The ability for modern systems to bring in large volumes of data, including weather, traffic and geospatial information, means CTG is able to improve driver safety and optimize travel time through rapid analysis and communications.

The second example was mentioned in the previous sentence: Driver safety. CTG, and the industry as a hole, has enormous driver turnover. That costs money and increases safety risks. They use algorithms to identify problem indicators that help identify potential driver problems before they occur, allowing both the drivers and companies to take corrective actions. A key point Chris mentions is that communications also helps build the relationships that also help lower driver turnover.

Forget that nothing he mentioned was machine learning. CTG is a great case study about the leading edge of predictive analytics and real-time (real world, real-time, that is) BI.

SAP

SAP was the webinar sponsor, so David Judge, VP and Leonardo Evangelist, SAP, wrapped up the webinar. I was hoping he’d address SAP’s machine learning, to see if it’s the real definition of the phrase or only more hype. Unfortunately, we didn’t get that.

SAP has rolled out their Leonardo initiative. It’s a pitch for SAP to lump all the buzzwords under a brand, claiming to link machine learning, data intelligence, block chain, big data, Internet of Things and analytics all under one umbrella. Mr. Judge spent his time pitching that concept and not talking about machine learning.

The CTG case study makes is clear that SAP is supporting some great analytics, so they’re definitely worth looking at. Machine learning? Still a big question mark.

I did follow up with an email to him and I’ll let folks know if I hear anything informative.

BI Buzzwords for business management: Self-service and machine learning briefly explained

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I’ve seen a few company webinars recently. As I have serious problems with their marketing, but don’t wish that to imply a problem with technology, this post will discuss the issues while leaving the companies anonymous.

What matters is letting business decision makers separate the hype from what they really need to look at when investigating products. I’m in marketing and would never deny its importance, but there’s a fine line between good marketing and misrepresentation, and that line is both subjective and fuzzy.

As the title suggests, I’ll discuss the line by describing my views of two buzzwords in business intelligence (BI). The first has been used for years, and I’ve talked about it before, it’s the concept of self-service BI. The second is the fairly new and rapidly increasing use of the word “machine” in marketing

Self-Service Still Isn’t

As I discussed in more detail in a TechTarget article, BI vendors regularly claim self-service when software isn’t. While advances in technology and user interface design are rapidly approaching full self-service for business analysts, the term is usually directed at business users. That’s just not true.

I’ve seen a couple of recent presentations that have that message strewn throughout the webinars, but the demonstrations show anything but that capability. The linking of data still requires more expertise that the typical business user needs. Even worse, some vendors limit things further. The analysts still create basic reports and templates, within which business people can wander with a bit of freedom. Though self-service is claimed, I don’t consider that to approach self-service.

The result is that some companies provide a limited self-service within the specified data set, a self-service that strongly limits discovery.

As mentioned, that self-service is either misunderstood or over promised doesn’t obviate that the technology still allows customers to gain far more insight than they could even five years ago. The key is to take the promises with a grain of salt.

When you see it, ignore the phrase “self-service.”

Prospective BI buyers need to focus on whether or not the current state of the art presents enough advantages over existing corporate methodologies to provide proper ROI. That means you should evaluate vendors based on specific improvements on your existing analytics and the products should be rigorously tested against your own needs and your team’s expertise.

Machine

Machine learning, to be discussed shortly, has exploded in usage throughout the software industry. What I recently saw, from one BI vendor, was a fun little marketing ploy to leverage that without lying. That combination is the heart of marketing and, IMO, differs from the nonsense about self-service.

Throughout the webinar, the presenter referred to the platform as “the machine.” Well, true. Babbage’s machines were analytic engines, the precursors to our computers, so complex software can reasonable be viewed as a machine. The usage brings to mind the concept of machine learning while clearly claiming it’s not.

That’s the difference, self-service states something the products aren’t while machine might vaguely bring to mind machine learning but does not directly imply that. I am both amused and impressed by that usage. Bravo!

Machine Learning and Natural Language Processing

This phrase needs a larger article, one I’m working on, but I would be remiss to not mention it here. The two previous sections do imply how machine learning could solve the self-service problem.

First, what’s machine learning? No, it’s not complex analytics. Expert systems (ES) are a segment of artificial intelligence focused on machines which can learn new things. Current analytics can use very complex algorithms, but they just drive user insight rather than provide their own.

Machine learning is the ability for the program to learn new things and to even add code that changes algorithms and data as it learns. A question to an expert system has one answer the first time, and a different answer as it learns from the mistakes in the first response.

Natural Language Processing (NLP) is more obvious. It’s the evolving understanding of how we speak, type and communicate using language. The advances have meant an improved ability for software to responds to people without clicking on lots of parameters to set search. The goal is to allow people to type or speak queries and for the ES to then respond with information at the business level.

The hope I have is that the blend will allow IT to set up systems that can learn the data structures in a company and basic queries that might be asked. That will then allow business users to ask questions in a non-technical manner and receive information in return.

Today, business analysts have to directly set up dashboards, templates and other tools that are directly used by business, often requiring too much technical knowledge. When a business person has a new idea, it has to go back to a slow cycle where the analyst has to hook in more data, at new templates and more.

When the business analyst can focus on teaching the ES where data is, what data is and the basics of business analysis, the ES can focus on providing a more adaptable and non-technical interface to the business community.

Machine learning, i.e. expert systems, and NLP are what will lead to truly self-service business applications. They’re not here yet, but they are on the horizon.

Book Review: The Content Trap

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The new books section of my library had a text I almost didn’t check out. Unfortunately, I did. It’s “The Content Trap” by Bharat Anand, and it’s another great example of what academics miss about the real world. The book, from the fly leaf and introduction, presents itself as attempting to say that social networks are important and content isn’t. While the recent presidential election might imply that’s true, the author is supposedly knowledgeable about business and is focused on helping management strategy.

The problem is that I didn’t get twenty pages into the book before Mr. Anand displayed his complete misunderstanding of the business of technology. His chapter three is about “networks” and the first example purports to explain why Apple lost to Microsoft in the 1980s. He provides some semantically nil blather about “direct network effects” and “indirect network effects,” while assiduously avoiding what happened.

There are a number of reasons for Apple’s failure to get a significant market share at that time, among which are:

  • Jobs and Wozniak ran a perfectionist organization while Gates and Allen quickly got “good enough” products to the market.
  • Microsoft’s founders understood what IBM’s off-the-shelf production meant for rapidly entering a market while Apple wanted complete control of hardware, software and networking.
  • Apple went for high-end price and élan rather than the factors that attract a business market quickly looking to move many things off of the mainframe and onto a manager’s desk.
  • While Microsoft quickly adapted to larger screens, more functional mice, and other newer technology easier for business users, Apple stuck with the Mac’s small screen, one button mouse, and other limitations for far too long.

While the author talks about “network effects,” he doesn’t seem to show any understanding of the key products that provided that for Microsoft: The elements that became Microsoft Office: In particular, the spreadsheet. To talk about networks at a high, completely theoretical, level while claiming to give a case study does nothing to display an understanding of the issues involved.

That brings us back to Mr. Anand’s primary, fallacious, point. The PC didn’t create a network. Mainframe reports already provided to the network. His page 13 graphic about the hub and spoke versus multiple connection network has a simplistic accuracy but again misses the point. In the traditional method, most content was centralized. What he misses is that it’s not just users talking to each other around central content, as he presents, but each user having his or her own content that needs to integrate which changed.

The spreadsheet, and so many things since then, allowed individual managers to create their own content and then share it, faster than they previously could do the same. That led to a speed-up of business reactions.

However, it also led to multiple versions of content and the question of “versions of truth” that those of us in business intelligence daily address. We understand the power of networks, but also understand that without content and control over it business will have serious problems.

Content and networks can be seen as two halves of a coin. However, as the Apple example shows, they’re really two faces of a die, with many other factors that also matter. Bharat Anand doesn’t seem to comprehend that, but seems to instead to be quickly taking advantage of a market condition to abuse a network without content. It’s clear that, if you’re only interested in making money, networks will help. For example, an impressive academic title might get a lot of libraries to buy your book. However, to be truly of value, there must be content. The Content Trap lacks content. The author has made money, he’s added another line to his CV, but he’s added nothing of value to the ecosystem.

Nobody in business should pay attention to this book.

DBTA Webinar: Too many cooks, yet again

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Sadly, DBTA is becoming known for taking interesting companies, putting them in a blender and having each lose their message. A recent webinar included Cask, Attunity and HPE Security – all in a one hour time slot – again shows the problem. It was a mess.

Cask is a young Hadoop company with an interesting opportunity (Disclosure: As I’m discussing marketing, I need to mention I recently interviewed for a position at Cask). The company is working to put wrappers around Hadoop code to make it easier for IT to use the data platform. One of their products is Cask Hydrator, to help populate the database. That begins to move the message of Hadoop out of the early adopter phase and into a business message, but the presentation was still far to technical.

Attunity then presented and a key point was that they make data ingest easy. If that sounds like a similar message to Cask’s, you’re right. Why the two were together on the webinar when much of what they said sounded like competition wasn’t clear. On the good side, Attunity did a far better job at presenting a business message, both in how the presenter talked about the products and in which case studies were used.

HPE Security made another appearance, tacked onto the end of a presentation. Data security is critical, and HP has put together a very good message on it, but it didn’t vaguely fit the tone and arena of the previous presenters.

When Companies Should Share a Stage

The smaller companies seem to have a problem. It’s simple: Their involvement in webinars might be driven by marketing, but it’s being controlled by bean counters. Each of the three companies had something good to say, and each should have taken the time to say it in a stand-alone webinar. However, sharing costs was made to be the primary issue and so the mess ensued.

When should firms share the spotlight? That should happen when the item missing from the top of my presentation is there. The missing piece is having a joint story to tell. None of the case studies mentioned the companies working in partnership. None. When multiple vendors work to provide a complete solution to a client, even if the vendors might sometime compete, there’s a strong case for multiple companies in a webinar.

This webinar was not that. It was companies not feeling strongly enough about themselves for the other executives to overrule the COO’s or CFO’s and push a solid webinar about themselves.

All of these companies are worth looking at within the big data arena, just not in such a forced together setting. Stand on your own or show a joint project.

What Makes Business Intelligence “Enterprise”?

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I have an article in the Spring TDWI Journal. It has now been six months and the organization has been kind enough to provide me with a copy of my article to use on my site: TDWI_BIJV21N1_Teich.

If you like my article, and I know you will, check out the full journal.

 

Webinar Review: Oracle Big Data Cloud, Understanding Business

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People at technology startups love to call the industry giants dinosaurs. The analogy fails for a number of reasons. The funniest is that the dinosaurs existed for many millions of years. As the large companies exist now, are the startups are saying the big companies will only disappear if we’re hit by a meteor? Companies became large by filling a need. While many might not be as nimble, their experience, especially in enterprise software, means they often see the needs of the business community while the small companies are focused too much on their “cool” technology.

This week’s Oracle webinar, hosted by the DBTA, was a good example of that. The speakers were Rich Clayton, VP Business Analytics Product Group, and Omri Traub, VP Software Development, and the subject was, no surprise, Oracle Big Data Cloud Service (OBDC. Yeah, I know. Too close to ODBC…). Before we get into the details, people need to be aware that Oracle is fully committed to the cloud, as pointed out in a recent advertorial in Forbes. Oracle is clearly competing with Amazon for enterprise cloud business. Big data is only one part of that.

Rich Clayton began the presentation by pointing towards Thomas Edison’s laboratory as an example of using the ideas from many people to not only invent things but also to figure out how to market those inventions. He brought that directly into the evolution of corporate data labs. The biggest problem, Rich stated, is that that labs are usually only populated by very technical people while they require a broader array of talents. That requirement is one of the data labs principles he defined and one I’ve also described as the missing component of many corporate data labs.DBTA Webinar - Oracle - Principles of the Data Lab

A related problem is that most products are so complex and silo’d that very technical people are needed. At this stage in business intelligence and big data, that’s the horse that needs to be addressed before the broad access cart can move.

Omri Traub then took over for the demonstration portion of the presentation. Unfortunately, he unintentionally proved the point about technical folks missing business needs by the setup he used for the demonstration. The demo was built around an enormous amount of information on New York City taxi information. While manipulating a billion record data set is cool and powerful, he never presented a business message. He pointed to the large volume of data, talked about other data sources he combined, and then played with the data to show correlations.

The problem? Omri, claimed we were gaining insight. Correlations aren’t insight. Understanding how those correlations might impact your business and ideas how to adapt business to meet what you find is insight. Nothing in the demonstration pointed towards insight.

Fortunately, Rich Clayton earlier had given a couple of case studies showing business insight gained by OBDC early customers. It would have been much better if Mr. Traub had focused on one of those cases or something similar.

The best point of the demonstration was when Omri showed how, in the middle of playing with some relationships, he easily incorporated some analysis created by a different person. As mentioned above, collaboration is critical and it looks like Oracle hasn’t limited that to just a marketing message but has worked to make sure that Oracle’s product helps the team. As many companies claim to do that and it was only an overview, your mileage might vary. Make sure when you talk to them to follow through and see whether the collaboration (not to mention the entire product…) meets your needs.

The final section was the Q&A. I’m a marketing person, so I have to be honest and state that it sounded like canned questions they wanted to address, as there was way too much about the full Oracle ecosystem brought into discussion at this point compared to what I’d expect from customers. Still, there was one important point.

A question was asked about what advanced analytics might be added. Mr. Taub had the perfect response. After quickly mentioning that, yes, Oracle was always looking at advanced analytics and how to add them, he made a much more important point. Collobaration is key and OBDC is designed to get business people involved. All analytics need to be added in a usable manner, in a way that is understandable and can be leveraged by more people than just the technical resources.

That is the critical viewpoint that a large, enterprise focused company can bring to BI, the cloud and big data. That’s why it’s foolish to write off the large companies, the ones with expertise in not just technology, but in business and business relationships. They might not move as fast, but they can move to the right places with the right products and the right business messages.