Assess and Optimize BI Operations
Focus on delivering timely, quality, and affordable information to enable fast and effective business decisions.
- BI stakeholders are dissatisfied regarding the overall performance of the BI operation.
- The BI operation is unable to return requests to the business in a timely fashion.
- The BI operation is unable to produce quality BI deliverables that meet business requirements.
- The BI operation is experiencing rising operational costs.
Our Advice
Critical Insight
Your organization doesn’t need to spend a lot of money or resources on BI. The BI operation should be right-sized to fit your organization’s needs. To optimize the BI operation, ensure you:
- Determine an initial target state BI operating model.
- Assess your current BI organization structure, processes, people, application functionality, and performance.
- Refine the initial target state BI operating model.
- Rank and select gaps to plan for improvement.
- Develop an improvement plan, obtain official sign-off, and execute the optimization project.
- Track improvements and measure BI performance and value.
- Communicate and sell the benefits to stakeholders.
Impact and Result
- Improve information delivery time by utilizing effective reporting structures and improving staff competency and capacity.
- Improve the quality of information by ensuring ownership and accountability is given to BI management practices.
- Improve maintenance and support costs by enabling the appropriate and necessary applications and functions.
Workshop: Assess and Optimize BI Operations
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Determine target state BI operating model
The Purpose
- To determine the goals and measures of the BI operation.
- To determine the initial target state BI operating model.
Key Benefits Achieved
- BI operation goals and measures.
- Initial target state BI operating model.
Activities
Outputs
Determine BI operation goals and measures.
- BI Operations Optimization Project Charter, BI Operation Goals and Measures section
Determine initial target state BI operating model.
- BI Operation Optimization Project Charter, Initial Target Operating Model section
Module 2: Assess current state BI operations
The Purpose
- Assess the current state operations of BI across organization structure, process, people, and application functionality.
Key Benefits Achieved
- A holistic view and a detailed understanding of the current state BI operations across organization structure, process, people, and application functionality.
Activities
Outputs
Assess organization structure, processes, people, application functionality, and BI operations performance.
- BI Operations Assessment Report, via Tab 2 of the BI Operation Assessment and Planning Tool
- Initial performance measurements, via Tab 1 of the BI Operation Performance and Value Measurement Plan
Module 3: Refine, select gaps, plan improvements, and execute
The Purpose
- Refine the target state operating model, identify and rank gaps, and define improvement initiatives to close gaps.
Key Benefits Achieved
- Refined the target state BI operating model.
- Defined top improvement initiatives to close the top ranked gaps.
Activities
Outputs
Refine target state BI operating model.
- Refinements in the BI Operations Optimization Project Charter, Target operating model section
Identify and list gaps.
Assess and select gaps for improvement.
Define improvement initiatives to close gaps.
- Defined improvement initiatives via BI Operation Improvement Plan Tool
- Business Intelligence Center of Excellence Charter document
- Business Intelligence Standard Operating Procedure
- Job Descriptions
- BI Staff Competency Management Reports
Analyze initiative benefits and costs.
Obtain approval and official sign-off for the optimization project.
Execute the optimization project.
Module 4: Track improvements and measure BI performance and value
The Purpose
- Track improvements and measure BI performance and value.
Key Benefits Achieved
- Increase the likelihood of improvement initiative completion by tracking each improvement initiative.
- Improve BI operation capability by measuring and analyzing BI performance measures.
Activities
Outputs
Track the progress of improvement initiatives.
- BI Operation Improvement Tracker
Develop a BI operation performance and value measurement approach.
- BI Operation Performance and Value Measurement Plan
Monitor BI operation performance and value.
- BI Operation Monitoring Report
Module 5: Communicate and sell the benefits to stakeholders
The Purpose
- Communicate the benefits of BI to stakeholders.
- Craft value statements supported by value measures and proof points.
Key Benefits Achieved
- Maintain stakeholder buy-in for business intelligence.
- Easily and effectively demonstrate value using value statements and proof points.
Activities
Outputs
Communicate BI’s benefits to stakeholders.
Craft value statements supported by value measures and proof points.
- List of value statements
Promote BI’s business value.
Create a communication plan.
- BI Operations Communication Plan
About Info-Tech
Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
What Is a Blueprint?
A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
Need Extra Help?
Speak With An Analyst
Get the help you need in this 1-phase advisory process. You'll receive 5 touchpoints with our researchers, all included in your membership.
- Call 1: Determine target state BI operating model
Determine BI operation goals and measures. Understand the four components of the BI operating model and Info-Tech’s three BI operating models. Determine initial target state BI operating model.
- Call 2: Assess current state BI operations
Assess organization structure, processes, people, application functionality, and BI operations performance.
- Call 3: Refine, select gaps, plan improvements, and execute
Refine target state BI operating model. Identify and list gaps. Assess and select gaps for improvement. Define improvement initiatives to close gaps. Analyze initiative benefits and costs. Obtain approval and official sign-off for the optimization project. Execute the optimization project.
- Call 4: Track improvements, and measure BI performance and value
Track the progress of the improvement initiative. Develop a BI operation performance and value measurement approach. Monitor BI operation performance and value.
- Call 5: Communicate and sell the benefits to stakeholders
Communicate BI’s benefits to stakeholders. Craft value statements supported by value measures and proof points. Promote BI’s business value. Create a communication plan.
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