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). |
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| 1.2 | Establish a high-level ROI. |
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| 1.3 | Identify ideal candidates for carrying out a BI project. |
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| 1.4 | Undertake BI usage analyses, BI user perception survey, and a BI artifact inventory. |
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| 1.5 | Develop requirements gathering principles and approaches. |
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| 1.6 | Gather and organize BI requirements |
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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. |
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| 2.2 | Assess current state of the BI practice and review results. |
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| 2.3 | Create guiding principles for the future BI practice. |
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| 2.4 | Identify desired BI patterns and the associated BI functionalities/requirements. |
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| 2.5 | Define the future state of the BI practice. |
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| 2.6 | Establish the critical success factors for the future BI, identify potential risks, and create a mitigation plan. |
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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. |
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| 3.2 | Build an improvement roadmap. |
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| 3.3 | Create an Excel governance policy. |
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| 3.4 | Create a plan for a BI ambassador network. |
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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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