- Albert Hui, Principal, DataEconomist
- Cameran Hetrick, Senior Director of Data Science & Analytics, thredUP
- Emilie Harrington, Manager of Analytics Operations Development, Lowe’s
- Sharon Blanton, VP and CIO, The College of New Jersey
- IT and BI providers are under pressure to provide an environment that facilitates flexible delivery of data to business users to empower informed decision making.
- Even if a BI strategy was originally developed, its relevance declines over time if BI providers are not continually revisiting ever-changing business needs and the reality of new data sources that could be added in the mix.
- Many organizations jump straight into solution design and purchase the latest BI platform without a true understanding of the organization’s needs, or without assessing practices and processes around the data feeding BI.
- A BI program is not a static project that is created once and remains unchanged. Treat the strategy like a living platform and continually revisit the high-level business goals and objectives in order to effectively enable decision making.
- Put the “B” back in BI. Don’t have IT doing BI for IT’s sake; ensure the voice and needs of the business are the primary drivers for your strategy.
- Go beyond the platform. The solution to better BI often lies in improving the BI practice, not acquiring the latest and greatest tool.
- Roadmap for success. Build a roadmap to deploy your BI strategy that drives quick wins helping build a grass roots enterprise-wide support for your project.
Impact and Result
- Develop business intelligence improvement initiatives that are rooted in overall business objectives.
- Focus on understanding the organization’s current BI landscape instead of adding extra tools that will further complicate the environment.
- Leverage different approaches for pinpointing BI capability gaps and getting to the core of what BI consumers really want.
- Create a roadmap that will detail the iterative development of a business intelligence program over the short and long term.
This guided implementation is a seven call advisory process.
Guided Implementation #1 - Understand the business context and BI landscape
Call #1 - Discuss Info-Tech’s approach for using business information to drive BI strategy formation
Call #2 - Review business context and discuss approaches for conducting BI usage and user analyses
Call #3 - Discuss strategies for BI requirements gathering
Guided Implementation #2 - Evaluate the current BI practice
Call #1 - Discuss BI maturity model
Call #2 - Review practice capability gaps and discuss potential BI patterns for future state
Guided Implementation #3 - Create a BI roadmap for continuous improvement
Call #1 - Discuss initiative building
Call #2 - Review completed roadmap and next steps
- Title: Business Intelligence & Reporting Course
- Number of Course Modules: 4
- Estimated Time to Complete: 2-2.5 hours
- Featured Analysts:
- Crystal Singh, Research Director, Applications Practice
- David Piazza, VP of Research & Advisory, Applications Practice
- Now Playing: Executive Brief
Book Your Workshop
Onsite 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 onsite 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: Establish Business Vision and Understand the Current BI Landscape
- Document overall business vision, mission, and key objectives; assemble project team.
- Collect in-depth information around current BI usage and BI user perception.
- Create requirements gathering principles and gather requirements for a BI platform.
Key Benefits Achieved
- Increased IT–business alignment by using the business context as the project starting point
- Identified project sponsor and project team
- Detailed understanding of trends in BI usage and BI perception of consumers
- Refreshed requirements for a BI solution
Gather key business information (overall mission, goals, objectives, drivers).
- Articulated business context that will guide BI strategy development
Establish a high-level ROI.
- ROI for refreshing the BI strategy
Identify ideal candidates for carrying out a BI project.
- BI project team
Undertake BI usage analyses, BI user perception survey, and a BI artifact inventory.
- Comprehensive summary of current BI usage that has quantitative and qualitative perspectives
Develop requirements gathering principles and approaches.
- BI requirements are confirmed
Gather and organize BI requirements
Module 2: Evaluate Current BI Maturity and Identify the BI Patterns for the Future State
- Define current maturity level of BI practice.
- Envision the future state of your BI practice and identify desired BI patterns.
Key Benefits Achieved
- Know the correct migration method for Exchange Online.
- Prepare user profiles for the rest of the Office 365 implementation.
Perform BI SWOT analyses.
- Exchange migration strategy
Assess current state of the BI practice and review results.
- Current state of BI practice is documented from multiple perspectives
Create guiding principles for the future BI practice.
- Guiding principles for future BI practice are established, along with the desired BI patterns linked to functional requirements
Identify desired BI patterns and the associated BI functionalities/requirements.
Define the future state of the BI practice.
- Future BI practice is defined
Establish the critical success factors for the future BI, identify potential risks, and create a mitigation plan.
- Critical success factors, potential risks, and a risk mitigation plan are defined
Module 3: Build Improvement Initiatives and Create a BI Development Roadmap
- Build overall BI improvement initiatives and create a BI improvement roadmap.
- Identify supplementary initiatives for enhancing your BI program.
Key Benefits Achieved
- Defined roadmap composed of robust improvement initiatives
Create BI improvement initiatives based on outputs from phase 1 and 2 activities. Build an improvement roadmap.
- Comprehensive BI initiatives placed on an improvement roadmap
Build an improvement roadmap.
Create an Excel governance policy.
- Excel governance policy is created
Create a plan for a BI ambassador network.
- Internal BI ambassadors are identified