Build a Reporting and Analytical Insights Strategy
Deliver actionable business insights by creating a business-aligned reporting and analytics strategy.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.Haphazardly implementing BI practices in your organization without a strategy results in: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.
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: 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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