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Build a Reporting and Analytics Strategy

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

  • In respect to business intelligence (BI) matureness, you can’t expect the whole organization to be at the same place at the same time. Your BI strategy needs to recognize this and should strive to align rather than dictate.
  • Technology is just one aspect of your BI and analytics strategy and is not a quick solution or a guarantee for long-term success.

Our Advice

Critical Insight

  • The BI strategy drives data warehouse and integration strategies and the data needed to support business decisions.
  • The solution to better BI often lies in improving the BI practice, not acquiring the latest and greatest tool.

Impact and Result

  • Align BI with corporate vision, mission, goals, and strategic direction.
  • Understand the needs of business partners.
  • BI & analytics informs data warehouse and integration layers for required content, latency, and quality.

Build a Reporting and Analytics Strategy Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should create or refresh the BI Strategy and review Info-Tech’s approach to developing a BI strategy that meets business needs.

1. Understand the business context and BI landscape

Lay the foundation for the BI strategy by detailing key business information and analyzing current BI usage.

2. Evaluate the current BI practice

Assess the maturity level of the current BI practice and envision a future state.


Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

9.2/10


Overall Impact

$56,849


Average $ Saved

48


Average Days Saved

Client

Experience

Impact

$ Saved

Days Saved

First Merchants Corporation

Guided Implementation

8/10

N/A

N/A

Western Canada Lottery Corporation

Guided Implementation

10/10

N/A

20

University of Western Cape

Guided Implementation

10/10

$105K

110

Hikma Pharmaceuticals PLC

Guided Implementation

10/10

N/A

N/A

Cross Country Mortgage, Inc.

Guided Implementation

10/10

N/A

N/A

LMI Aerospace

Workshop

8/10

N/A

N/A

S2 Yachts, Inc.

Workshop

10/10

$61,999

50

Cascades, Centre des Technologies

Guided Implementation

10/10

$50,000

50

AJIL Financial Services Company

Guided Implementation

7/10

$10,000

10

Sunday's River Citrus Company

Guided Implementation

6/10

N/A

N/A

Platte River Power Authority

Workshop

10/10

N/A

20

Dudek

Guided Implementation

8/10

N/A

1

Ring Power Corporation

Guided Implementation

10/10

N/A

2

Ariens Company

Guided Implementation

7/10

$12,399

2

GraceKennedy

Guided Implementation

9/10

$30,999

60

Colorado Housing And Finance Authority

Guided Implementation

10/10

$6,031

12

Alabama Department of Corrections

Guided Implementation

10/10

$12,300

5

Helen of Troy L.P.

Guided Implementation

8/10

N/A

N/A

Colorado Housing And Finance Authority

Guided Implementation

10/10

$25,199

10

National Institute of Communicable Disease

Guided Implementation

10/10

N/A

60

City Of Topeka

Guided Implementation

8/10

$6,388

10

VGM Group, Inc.

Workshop

10/10

$123K

20

Office Of The Comptroller Of The Currency

Guided Implementation

7/10

N/A

5

Industry Training Authority

Guided Implementation

8/10

N/A

N/A

Canadian Stewardship Services Alliance Inc. (CSSA)

Workshop

7/10

N/A

N/A

Swagelok Company

Guided Implementation

10/10

N/A

N/A

American Financial Resources

Guided Implementation

6/10

N/A

N/A

The Whiting-Turner Contracting Co.

Guided Implementation

7/10

N/A

N/A

CRH: Oldcastle Building Envelope

Workshop

9/10

$31,833

20

The Regional Municipality of Peel

Guided Implementation

10/10

$25,000

20


Business Intelligence & Reporting

Put the business back in business intelligence by injecting new BI use cases.
This course makes up part of the Data & BI Certificate.

Now Playing: Academy: Business Intelligence & Reporting | Executive Brief

An active membership is required to access Info-Tech Academy
  • Course Modules: 4
  • Estimated Completion Time: 2-2.5 hours
  • Featured Analysts:
  • Crystal Singh, Research Director, Applications Practice
  • David Piazza, VP of Research & Advisory, Applications Practice

Onsite Workshop: Build a Reporting and Analytics Strategy

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

The Purpose

  • 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

Activities

Outputs

1.1

Gather key business information (overall mission, goals, objectives, drivers).

  • Articulated business context that will guide BI strategy development
1.2

Establish a high-level ROI.

  • ROI for refreshing the BI strategy
1.3

Identify ideal candidates for carrying out a BI project.

  • BI project team
1.4

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
1.5

Develop requirements gathering principles and approaches.

  • BI requirements are confirmed
1.6

Gather and organize BI requirements

Module 2: Evaluate Current BI Maturity and Identify the BI Patterns for the Future State

The Purpose

  • 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.

Activities

Outputs

2.1

Perform BI SWOT analyses.

  • Exchange migration strategy
2.2

Assess current state of the BI practice and review results.

  • Current state of BI practice is documented from multiple perspectives
2.3

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
2.4

Identify desired BI patterns and the associated BI functionalities/requirements.

2.5

Define the future state of the BI practice.

  • Future BI practice is defined
2.6

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

The Purpose

  • 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

Activities

Outputs

3.1

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
3.2

Build an improvement roadmap.

3.3

Create an Excel governance policy.

  • Excel governance policy is created
3.4

Create a plan for a BI ambassador network.

  • Internal BI ambassadors are identified

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.

Member Rating

9.2/10
Overall Impact

$56,849
Average $ Saved

48
Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

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?
Try Our Guided Implementations

Get the help you need in this 3-phase advisory process. You'll receive 7 touchpoints with our researchers, all included in your membership.

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

Contributors

  • Albert Hui, Principal, DataEconomist
  • Cameran Hetrick, Senior Director of Data Science & Analytics, thredUP
  • David Farrar, Director – Marketing Planning & Operations, Ricoh Canada Inc.
  • Emilie Harrington, Manager of Analytics Operations Development, Lowe’s
  • Sharon Blanton, VP and CIO, The College of New Jersey
  • Raul Vomisescu, Independent Consultant
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