Small Enterprise Resources

Build a Reporting and Analytics Strategy – Executive Brief

Read this Executive Brief to understand key business drivers for refreshing your BI program.

Build a Reporting and Analytics Strategy – Phases 1-3

This storyboard will help you understand your existing BI environment, assess current capabilities, envision your future state BI, and formulate a comprehensive...

Build a Reporting and Analytics Strategy – Phase 1: Understand the Business Context and BI Landscape

This phase will help you establish the scope for your project by gathering detailed business context for the BI program, as well as helping you to understand your...

Build a Reporting and Analytics Strategy – Phase 3: Create a BI Roadmap for Continuous Improvement

This phase of the blueprint focuses on defining improvement initiatives, developing a strategy, and defining a roadmap to accompany the strategy.

BI Initiatives and Roadmap Tool

This tool will help you transform the business intelligence activities from Phases 1 and 2 into comprehensive improvement initiatives, assign responsibility to...

Rebalance Project Intake for Small Enterprise – Phases 1-2

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a...

Project Intake for Small Enterprise SOP Template

Create a repeatable process for project intake by leveraging the complete project intake SOP template.

Rebalance Project Intake for Small Enterprise – Phase 2: Develop Intake Capabilities

Develop prioritization practices that will enable IT to focus on the most valuable work and leave the rest behind.

Project Charter and Status Update Template

Use this template to take a lean approach to scoping initiatives during planning stages and tracking its progress during its execution.

Master the Art of Stakeholder Management in Small Enterprise Environments

Stakeholder management is something everyone does, but unfortunately few people actually do well. Taking the time to properly identify critical stakeholders and...
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