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To cite this article: Ehsanur Rahman Safwan, Rob Meredith & Frada Burstein (2016) Business
Intelligence (BI) system evolution: a case in a healthcare institution, Journal of Decision
Systems, 25:sup1, 463-475, DOI: 10.1080/12460125.2016.1187384
ABSTRACT KEYWORDS
Business Intelligence (BI) systems are an important part of many Business intelligence;
organisations’ IT portfolios. While the evolutionary nature of other data warehousing; system
kinds of decision support technology has been noted, there is little evolution; healthcare; case
study
research investigating the evolutionary nature of BI systems. This
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1. Introduction
Business Intelligence (BI) systems are a significant element of many organisations’ IT port-
folios. BI systems provide reporting and analytical capabilities to enterprises through inte-
grating data collected from a range of internal and external sources, and providing users
with data visualisation tools to improve organisational decision-making. Arnott and Pervan
(2014) note that BI and business analytics (BA) have been a top priority for global CIOs since
the early 2000s, while Gartner (2015) predict that they will continue to be a top priority well
into the future.
BI systems have high visibility within organisations. BI systems have the capability to
break down organisational information barriers and influence decisions that have a strategic
impact on enterprises. BI systems, in part, help to make sense of organisational data, con-
tributing to better-informed decision-making. While successful implementation is important
for any IT initiative, the consequences of BI failure are especially problematic given its high
profile and impact across multiple business units.
One research approach to understanding how to increase the likelihood of a successful
BI implementation is a critical success factors (CSF) analysis. Arnott (2008) conducted a
meta-review of a number of studies including McBride (1997), Poon and Wagner (2001),
Salmeron and Herrero (2005), Sammon and Finnegan (2000), and Wixom and Watson (2001)
that investigated the success of BI, Data Warehouse, and Executive Information Systems (EIS).
One of the common success factors noted was the importance of an evolutionary develop-
ment approach.
To date, there are few studies that have specifically investigated BI system evolution, its
causes, patterns, and management by the development team. Arnott and Pervan (2005,
p.71) argue that BI is the ‘contemporary’ descendent of EIS, both of which are variants of DSS.
Arnott and Pervan (2014) however distinguish BI from earlier EIS, arguing that BI is intended
for wider adoption throughout an organisation than just the executive suite which was the
focus of EIS. They highlight differences in technology as well, including web-based interfaces,
dashboard-style reporting and the use of business performance measurement techniques
such as Balanced Scorecard.
The paper argues that even though BI systems end up being large-scale systems used by
decision makers at many levels in an organisation, its evolutionary nature does not allow it
to be initially developed as a large scale system. BI developers face the same issues of unclear
and changing requirements as past DSS and EIS developers had. A BI system can start off as
a system developed for supporting narrowly concentrated decision tasks, and the scope
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gradually increases as the system evolves. New functionality is added as a result of system
use and other internal and external triggers that cause system evolution.
This paper describes one such system undergoing evolution. We draw on the DSS evo-
lutionary framework of Arnott (2004) to describe the tempo, aetiology and triggers of evolu-
tion in the case. In doing so, we demonstrate that BI evolution shares similar features with
DSS evolution, lending support to Arnott and Pervan’s (2005) assertion that BI belongs to
the ‘family tree’ of DSS. This paper provides an argument that Arnott’s (2004) evolutionary
framework can be applied by researchers investigating BI as well as DSS, and highlights a
number of evolutionary concepts industry practitioners need to be aware of when devel-
oping BI systems.
The paper is organised as follows. The next section provides a brief review of the literature
on DSS evolution, followed by a review of the limited extant literature on the evolution of
BI systems. The subsequent section presents the case of BI development at a large Australian
healthcare organisation, followed by discussion and conclusions for understanding BI sys-
tems evolution in practice and research.
direct result of the provision of decision support by the system. In short, the decision-maker
learns about the decision problem, and the decision questions that need answering change
as the user works through the decision-making process. The DSS design therefore has to
adapt as a direct result of its successful use. This means that development approaches such
as the traditional ‘waterfall’ model of the systems development lifecycle that are predicated
on a clearly explicated specification of design requirements prior to implementation (and
therefore use) are inappropriate (Weinberg, 1991).
rise to evolution in functionality – so-called ‘within-application’ evolution. DSS can also evolve
into new ‘species’ where entirely new DSS applications arise from the development and use
process. Arnott refers to this macro-level evolution as ‘between-application’ evolution.
Arnott (2004) suggested that system use is not the only cause of DSS evolution. He
describes two categories of evolutionary triggers, or aetiology: cognitive causal factors
related to the users and their interaction with the system; and environmental causal factors
resulting from factors external to the user, developer and the system itself. Table 1 lists
examples of these two kinds of evolutionary triggers given by Arnott (2004).
Figure 1. Arnott’s (2004) framework of DSS evolution, with aetiology on the vertical axis, lineage on the
horizontal, and tempo populating the cells of the matrix.
Arnott combines these three concepts, aetiology, lineage and tempo, into a single inte-
grated framework, mapping the kinds of evolutionary tempos that might be observed
against aetiology and lineage, shown in Figure 1 below:
Despite the nature of BI as a decision support tool, and the noted importance of evolu-
tionary approaches to DSS development, there are few studies that specifically investigate
the nature of evolution in BI systems development. Where studies do look at BI development
(Bara et al., 2009; Gangadharan & Swami, 2004; Olszak & Ziemba, 2007), they do not adopt
a full evolutionary view. While many do incorporate iterative aspects in the development
process, iteration per se is not evolution. Conversely, in papers such as Yeoh and Koronios
(2010) where evolution is noted as a CSF for BI development, the concept is not expanded
to look at evolutionary characteristics (such as those in the Arnott (2004) framework), nor
applied empirically.
Given the lack of empirical research investigating the evolution of BI systems development
in practice, the remainder of the paper presents a case study of BI systems development in
a large Australian hospital and applies the Arnott (2004) framework of DSS evolution to
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provide a description of the evolutionary nature of the project, as well as demonstrate the
efficacy of Arnott’s DSS framework to BI systems.
Figure 2. BI system timeline, with the case data collection period shaded. See Table 2 below for explanations
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The development of the BI system was an on-going effort as the system evolved, with
several project stages shown in Table 2.
In the following section, we apply the Arnott (2004) DSS evolution framework to the
development process of the BI system at the hospital.
3.1. Aetiology
The BI system evolved with the addition of functionality and support for new decision areas.
Arnott’s (2004) framework describes two kinds of evolutionary triggers: cognitive and
468 E. Rahman Safwan et al.
environmental. Both were observed in the case. It was further observed that multiple evo-
lutionary cycles were caused by a combination of different triggers. The evolutionary triggers
are discussed in the context of the observed micro- and macro-level system evolution in the
following sections. The interpretation of the case provides an understanding of the complex
nature of the observed BI system evolution.
users as they realised what was potentially possible with the system and placed pressure on
the developers to adapt the system accordingly. The project’s information architect reflected
on the triggering of changes resulting from system use as follows:
Absolutely, once they realised what was available, it was like oh look! Something shiny. So they
would say “right, so how do we get access to that”“How do I use this”“What does this data mean”.
So you constantly fill the enquiries about the information in the platform and helping them to
be able to integrate it with their systems. So one week they might be looking at blood dona-
tions, next week might be looking at pathology results, and so it’s a constant evolving process.
According to the developers, training activities, engaging the users and educating them
first about the system was essential. This was because the system had different user groups
who were neither aware of the existence of the system, nor did they have any comprehension
of its capabilities. Although a significant trigger, other evolutionary causal factors were also
identified apart from system use.
We would say we want to get access to data, and they would say what are you trying to do?
Because they are trying to sell you something extra.
Along with the data structure, the data sources feeding the data structure also evolved.
Environmental factors caused these changes as well, as a merger between the hospital and
two others caused new data sources to become available.
interface with a limited subset of data commands navigated through point and click proce-
dures. Another was a more advanced interface that involved interaction through a scripting
language. The complex interface provided broader functionality compared to the simple
interface but required technical skills to operate. This tool targeted the data managers, cli-
nicians, and researchers who required access to data, but were unaware of what data were
available. The CDT arose out of interaction between the development team members and
reflecting on how to push data out to the clinical users in different ways.
of data collection tools throughout the organisation and was widely used by staff from a
range of departments. REDCap collected data for clinical auditing and clinical research. The
third major evolutionary event occurred in 2015 with a split in the system, again along the
lines of hospital management and clinical decision support.
Triggers for these splits were environmental, as shown in Table 3. The changes were a
result of a combination of industry changes and internal organisational change. The major
organisational change was the creation of an information development division (IDD) in
2011.
At the hospital, clinical quality management was approached through clinical audits that
were performed in different departments and driven by industry changes. The inclusion of
REDCap increased the scope of the BI system to include clinical auditing. Along with this
change in technology, a number of institutions joined the hospital in a consortium, using
REDCap as a platform for research and creating data collection tools. This not only facilitated
research in the consortium, but also led to creating tools for audits to participate in clinical
quality management.
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A particularly interesting observation from the case is that the development pressures
of supporting the two application areas – hospital management and clinical decision
support – lead to the major system split in 2015. Supporting both decision types through
the same system was complex, and could not be handled by a single development team.
The system branched out mainly due to internal organisational change as the development
team was split, and a new department was created to handle decision support for hospital
management, while the existing development team focused on clinical decision support. It
was noted at the time that the need for different development teams wasn’t due to
technology, but rather the distinct difference between the two different classes of decisions
supported, with different skills needed in information requirements gathering.
such evolution occurring, but rather as a result of the fact that participants in the study were
developers rather than system users. Although the participants were able to offer some
commentary on cognitive causal factors, the secondary nature of this evidence means that
some cognitive triggers may not have been reported to the researchers. This highlights the
need for a close working relationship between developers and users to facilitate evolutionary
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development. Without such a close relationship, it’s possible that changes in the user’s under-
standing of the task leading to new system requirements may not be captured.
quantum evolution, where punctuated equilibrium was more dominant than quantum
evolution.
4. Conclusion
In this paper, we’ve presented a case study of BI systems development in a healthcare context.
We have taken Arnott’s (2004) framework, shown in Figure 1, for DSS evolution and applied
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it to the case. The motivation for doing so was twofold. First, given the lack of empirical
research investigating the nature of BI evolution, we wanted to test the proposition that
Arnott’s framework was an effective theory for understanding evolutionary phenomena in
a BI-specific context. In regard to this first objective, we believe that we have demonstrated
that the framework can, indeed, be a useful lens for research and analysis of evolution in a
BI context. Understanding the nature of evolutionary development of these critical enterprise
systems should be a key agenda for DSS and BI researchers.
The second motivation was to understand and explain the evolutionary events that
occurred in the case to better understand the development challenges faced by BI
practitioners.
Evolution of the system was observed as a result of both of Arnott’s aetiological types:
cognitive and environmental factors. Cognitive factors came from both system users as well
as the development team as they increased the functionality of the system. Macro-level,
between-application evolution was caused by several environmental triggers. Among the
environmental factors, three of the causes: industry changes, internal organisational change,
and technology change were dominant. Overall, internal organisational change and tech-
nology change had impact on both within- and between-application evolution. Cognitive
factors did not have any significant impact on the evolution of applications, but did affect
the functionality of the system.
The case demonstrates the importance of the contribution of users to the evolution in
the system. In terms of DSS, the important role of the user was noted at least as early as
Keen’s (1980) framework for adaptive development. However, the case also demonstrates
that the wide range of evolutionary triggers noted by Arnott (2004) also apply to BI, and
that developers need to be cognisant of the need to look beyond just user-driven triggers
when anticipating evolutionary cycles.
Given the absence of user input in this study, there was a lack of evidence for cognitive
triggers forcing between-application evolution. This lack of evidence could be due to the
participants in the study consisting of development team members, rather than users of the
system. If true, this suggests a possible lack of awareness on the part of the developers as
to the shift in user understanding that may have taken place, highlighting the challenge for
developers in identifying the need for new adaptive development resulting from cognitive
474 E. Rahman Safwan et al.
factors. A close relationship between developers and users is essential. Developers cannot
assume they have an independent understanding of the system requirements.
The case also highlights the fact that periods of stability in a BI system’s life are not nec-
essarily a result of ‘all being well’. Blocking factors such as a lack of resources can mean that
evolutionary pressures are building up while further development is held back. Evolutionary
tempo can vary significantly over time, and developers need to remain vigilant even during
periods of apparent stability.
A key contribution of this work, therefore, is in alerting BI developers to the applicability
of Arnott’s (2004) DSS evolution framework to BI development. In particular, it provides
developers with a tool for better understanding, predicting and managing evolution within
a BI project.
As a final concluding remark, we note that there are few case studies of BI development
in a healthcare setting. While there is a body of literature on healthcare DSS more broadly,
the case highlights the difference between the use of BI for more traditional kinds of organ-
isation decision support for hospital management, and the use for clinical decision support.
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This paper therefore is an initial contribution to the body of literature reporting empirical
data on healthcare BI development and use.
Disclosure statement
No potential conflict of interest was reported by the authors.
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