Build a Reporting and Analytical Insights Strategy
Deliver actionable business insights by creating a business-aligned reporting and analytics strategy.
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Haphazardly implementing BI practices in your organization without a strategy results in:
- Overreliance on technologies that do not best address business needs.
- Creating inaccurate insights, which leads to a lack of trust in data and can undermine BI initiatives.
A business-aligned reporting and analytical insights strategy allows you to:
- Deliver and support outstanding reporting and analytical insights, regularly measuring services for effectiveness and driving continuous improvement.
- Follow human-centered design practices and understand the needs and sentiments of all your customers, internal or external.
- Define key components, best practices, and standards for your BI processes and outputs.
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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.
Book NowModule 1: Understand the Business Context
The Purpose
- Define vision, mission, and key objectives; collect in-depth information around BI user perception to clearly articulate business context.
Key Benefits Achieved
- Increased BI-business alignment by using the business context as the project's starting point.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Identify organizational drivers, challenges, pain points, enablers, and inhibitors. |
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| 1.2 | Draft BI vision and mission statements. |
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| 1.3 | Determine high-level ROI. |
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| 1.4 | Analyze data culture diagnostic results and/or user sentiment feedback. |
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Module 2: Understand the Existing BI Landscape
The Purpose
- Review your organization’s BI usage and define a list of high-level business needs.
Key Benefits Achieved
- Detailed understanding of trends in BI usage.
- Identified business priorities and your stakeholder needs driving your BI initiatives.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Review the critical BI artifacts and BI platform. |
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| 2.2 | Understand the usage of your existing BI. |
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| 2.3 | Discuss and align on high-level business needs. |
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Module 3: Choose Your Target Operating Model and Evaluate Your BI Practice
The Purpose
- Select target operating model type and assess BI practice maturity.
Key Benefits Achieved
- Selection of an operating model type that aligns with your organization’s outcomes and reflects your desired future state.
- Assessment of gaps between current and target state in BI operations and services as well as related data management practices.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Review different operating model types and select target operating model type. |
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| 3.2 | Align on the operating model. |
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| 3.3 | Assess current BI maturity level. |
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| 3.4 | Indicate the BI target-state maturity and perform a gap analysis. |
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Module 4: Create a Strategy and Roadmap for Continuous Improvement
The Purpose
- Identify high-priority key initiatives to support your BI strategy.
Key Benefits Achieved
- An achievable roadmap of BI initiatives
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Document the BI strategy. |
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| 4.2 | Develop a roadmap for the strategy. |
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| 4.3 | Discuss and align on communication plan. |
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| 4.4 | Plan for continuous improvement opportunities. |
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