Select and Implement a Reporting and Analytics Solution

Select the right analytics solution with our data-driven approach.


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Organizations that do not invest in business intelligence suffer from:

  • Multiple versions of the truth.
  • Inability to perform in-depth analysis.
  • Inability to locate important information.
  • Need for simple-to-use reporting technology.
  • Existing BI technology is too difficult to use.
  • Historical data is not being retained.
  • Weak BI technology limits operational flexibility.
  • Operations are not aligned with strategic goals.
  • Inability to comply with government reporting requirements.

Investment in the right business intelligence solution can help foster:

  • Strategic decision making.
  • Increased end-user adoption.
  • Decreased operational costs.
  • Trust in your data.
  • Alignment between operations and your strategic goals.
  • Compliance and security.

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.

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 and 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.
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