Select and Implement a Business Intelligence and Analytics Solution

Vendor Evaluation


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Your Challenge

  • Of organizations, 84% of CIOs invested in insight and intelligence in 2014; however, just because there is an appetite for BI does not mean the initiative will be an automatic success. In fact, many industry studies found that only 30-50% of organizations considered their BI initiative to be a complete success.
  • With the rapidly growing and complex data landscape, organizations are challenged to make sense of the ocean of available data.
  • BI is more than software. It has to address business needs and value has to be shown through BI content once the platform is implemented.
  • In addition to the established players, numerous emerging vendors continue to mature, creating a dynamic and complicated market space.

Our Advice

Critical Insight

  • Leverage use cases. Base your vendor selection on your requirements and use case, rather than on overall performance.
  • Business Intelligence is an organization-wide solution. Engage the business in the selection and implementation to ensure you choose the right tool.
  • Business Intelligence is only the beginning; analytics is the end goal. BI helps you be aware of your current situation and understand “why;” BA gives you the forward-facing view to enable strategic decisions for your organization.
  • Don’t boil the ocean. Executives need to see it to believe it, making a pilot highly desirable.

Impact and Result

  • Evaluate your organization and land yourself into one of our four BI use cases. Find a BI suite that best suits the use case and therefore your organization.
  • Understand the ever-changing BI market. Get to know the established vendors as well as the emerging players.
  • Define BI requirements comprehensively through the lens of business, data, architecture, and user groups. Evaluate requirements to ensure they align with the strategic goals of the business.


  • Emilie Harrington, Lowes
  • Randy Bartlett, Blue Sigma Analytics
  • Sharon Blanton, Hawaii Pacific University
  • Eileen McEvoy, BusinessObjects - Crystal Reports
  • Haluk Demirkan, ISACA

Want to Participate in Our Research?

  • Analyst Interviews: Share your best practices, opinions, tools or templates with your peers.
  • Webinars: Interactive session to keep us focused on topics you want to tackle.
  • Upcoming Workshops: Accelerate your project with an onsite, expert analyst to facilitate a workshop for you. Contact us for more details.

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Get to Action

Guided Implementation icon Guided Implementation

This guided implementation is a nine call advisory process.

    Guided Implementation #1 - Launch a BI selection project

  • Call #1: Socialize the idea of BI and educate the executives on BI

  • Call #2: Identify staffing needs

  • Call #3: Create project plan

  • Guided Implementation #2 - Select a BI solution

  • Call #1: Plan requirements gathering steps

  • Call #2: Discuss use-case fit assessment results

  • Call #3: Discuss Vendor Landscape

  • Guided Implementation #3 - Implement the BI solution

  • Call #1: Discuss evaluation results

  • Call #2: Conduct a contract review

  • Call #3: Plan for implementation

Onsite Workshop

Module 1: Launch a BI Selection Project

The Purpose

  • Identify the scope and objectives of the workshop.
  • Discuss the benefits and opportunities related to a BI investment.
  • Gain a high-level understanding of BI and the BI market definitions and details.
  • Outline a project plan and identify the resourcing requirements for the project. 

Key Benefits Achieved

  • Determine workshop scope.
  • Identify the business drivers and benefits behind a BI investment.
  • Outline the project plan for the organization’s BI selection project.
  • Determine project resourcing.
  • Identify/perform the steps to launch the organization’s selection project. 

Activities: Outputs:
1.1 Identify business drivers for investing in process automation technology.
1.2 Identify the organization’s fit for a BI investment.
1.3 Create a project plan.
1.4 Identify project resourcing.
1.5 Outline the project’s timeline.
1.6 Determine key metrics.
1.7 Determine project oversight.
1.8 Complete a project charter.
  • Completion of a project charter
  • Launched BI selection project

Module 2: Analyze BI Requirements and Shortlist Vendors

The Purpose

  • Identify functional requirements for the organization’s BI suite.
  • Determine technical requirements for the organization’s BI suite.
  • Identify the organization’s alignment to the Vendor Landscape’s use-case scenarios.
  • Shortlist BI vendors.

Key Benefits Achieved

  • Documented functional requirements.
  • Documented technical requirements.
  • Identified use-case scenarios for the future BI solution.

Activities: Outputs:
2.1 Interview business stakeholders.
2.2 Interview IT staff.
2.3 Consolidate interview findings.
2.4 Build the solution’s requirements package.
  • Documented requirements for the future solution.
2.5 Identify use-case scenario alignment.
  • Identification of the organization’s BI functional use-case scenarios.
2.6 Review Info-Tech’s BI Vendor Landscape results.
2.7 Create custom shortlist.
  • Shortlist of BI vendors.

Module 3: Plan the Implementation Process

The Purpose

  • Identify the steps for the organization’s implementation process.
  • Select the right BI environment.
  • Run a pilot project.
  • Measure the value of your implementation.

Key Benefits Achieved

  • Install a BI solution and prepare the BI solution in a way that allows intuitive and interactive uses.
  • Keep track of and quantify BI success.

Activities: Outputs:
3.1 Select the right environment for the BI platform.
3.2 Configure the BI implementation.
  • A successful BI implementation.
3.3 Conduct a pilot to get started with BI and to demonstrate BI possibilities.
  • BI is architected with the right availability.
3.4 Promote BI development in production.
  • BI ROI is captured and quantified.

Workshop Icon 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 road map in place to complete your project successfully.

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