BI Strategy and Roadmap Template

Author(s): Dirk Coetsee

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This template will document critical project results and information as you transition through the following phases:

  • Business context
  • Understand your current BI landscape
  • Any refreshed or new requirements
  • Your current BI maturity level
  • Results of your BI practice assessment
  • Your future state vision
  • Defined data initiatives and roadmap

In each major step, you will uncover observations, gaps, and opportunities, all of which are documented here.

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Deliver actionable business insights by creating a business-aligned reporting and analytics strategy.

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