Build a Reporting and Analytics Strategy

Clear reporting goals should dictate your data architecture.

Onsite Workshop

Failing to develop or revisit a strategy for your organization’s BI results in:

  • Increased rift between IT and business users whose needs aren’t being met
  • Wasted investment in tools that are not fit-for-purpose
  • Poor adoption and weaker information governance

A defined BI strategy rooted in business needs and use cases facilitates:

  • Greater IT–business alignment
  • Enterprise-wide buy-in and lower operational overhead as BI costs are spread across more users
  • A program that can be improved iteratively in response to changing business needs

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

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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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