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A Business Intelligence requirement gathering checklist

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A Business Intelligence requirement gathering checklist

  1. 1. A Business Intelligence requirement gathering checklist To choose the right Business Intelligence and Analytics solution & tools for the organization.
  2. 2. Why choosing the right BI solution is important? Modern Business Intelligence changes the way you work with Data. Effective business intelligence system and strategy results in (not limited to): • Turning data into actionable insights • Improving efficiency • Gaining Sales & Market Intelligence • Gaining competitive intelligence
  3. 3. What is involved while choosing the right BI solution? Evaluating the technology 1 Implementing a process to ensure success 2 Keeping customers top of mind as requirements are defined. 3 •User personas •Visualization & Information delivery •Interactivity and automation •Analysis and authoring End-User Experience •Data sources •Data management Data Environment •Security •Multi-tenancy •User experience •Workflow •Extensibility Embeddability and Customization Development & Deployment Development & Deployment •Licensing, Services, and Domain Expertise •Customer success Licensing, Services, and Domain Expertise
  4. 4. The checklist Data Inquiry Data Manipulati on Data Analysis Reporting Graphics Data Security Documents
  5. 5. Data Inquiry Simple Ad Hoc real time inquiry The ability to enter and execute a query retrieving information, containing information having, simple sums, counts and averages, grouped by specified values. Computed Columns The ability to have columns of information that are calculated and not stored. Prompted Ad Hoc inquiries The ability to execute predefined inquiries, which prompt you for constraints, but always retrieve the same columns of information Scheduled data extracts The ability to have queries executed at predetermined times, or related to business events. External Sources of Information The ability to integrate information from outside the Data Warehouse. Examples: Spreadsheets Files from outside sources, vendors, suppliers, catalogs Files external to the Data Warehouse such as VSAM files, IMS databases, flat files, other databases. Import information for personal use The ability import inquiries into P/C based packages for further analysis. Examples: Import into a spreadsheet Import into a personal database Retrieve small amounts of information A few hundred rows of information, which may fit comfortably into a spreadsheet Retrieve large amounts of information A few thousand, or more rows of information, not likely to fit comfortably into a spreadsheet. May be stored in a personal database for further analysis. Use Summary Information Information that is aggregated to pre- determined levels. Example: Product sales by region and time Use Detail Information Information captured at the detail level, perhaps at a transaction level.
  6. 6. Data Manipulation Workgroup Databases The ability to extract information for local storage and further analysis Custom Forms Presentation The ability to view and update information using a custom form Spreadsheet View The ability to view information in a row and column format Interactive Updates The ability to change information in real time Batch Updates The ability to store changes for processing later Data Warehouse Write Back The ability to have changes made put back into the Data Warehouse.
  7. 7. Data Analysis Forecasting Budgeting Time Series Analysis The ability to perform a time based analysis Business Modeling/What If scenarios The ability to create models to reflect possible outcomes. Goal Seeking The ability to define a desired goal, and have various factors evaluated to achieve that goal. Regression Analysis The ability to analyze how different variables affect an outcome, and use that data to predict outcomes for other data series. Statistical Functions Use simple and advanced statistical functions, like skew and variance. Financial Functions Use financial functions like IRR and NPV Segmentation The ability to define groups based on a criteria, and then re-use that group for further analysis.
  8. 8. Reporting Report Types Columnar Information listed in columns by column heading Cross Tab or Pivoted Information listed in Columns, but data values can form column headings Banded Information listed in horizontal bands,with each band having it’s own contentand possibly spanning multiple lines. Aggregation Having the ability to create totals, and sum duplicate rows of information Computed Columns The ability to have columns of information that are calculated from queried data. Complex Calculations The ability to have complex calculations Examples: Percent of Total Rolling Sums Period Comparisons Drill Up and Drill Down The ability to view information at a specific level, and drill to other levels of information on a selected value. Example: Drill Country ->Region - >District. Mixed Text and Graphics The ability to produce reports that contain both text and graphics Cosmetic Control The ability to control fonts, bolding, or display report data in specialized forms Database Publishing The ability to create documents that are driven by report data. Examples: Product Catalogs Exception Reporting The ability to produce reports that only report on specific business problems. Examples: Product Sales drop by 10% Customers having Late Payments Controlled Calculations The ability to control the calculations used, so that everyone uses the same formulas. Report Templates The ability to create report layouts that server as starting points for creating custom reports Prompted Reports The ability to create reports that prompt you for content and constraints. Reporting Preferences The ability to set preferences for constraints, or content.
  9. 9. Graphics Chart Types Pie Bar Stacked Bar Line High/Low Radar Area Histograms Other Combination The ability to mix chart types on a single chart. Example: A Bar chart having a Line Chart superimposed on it. 2D 2 Dimension Charts for Data Analysis 3D 3 Dimension Charts for presentation Multiple Scales The ability to have multiple scales displayed for different data series. Split Scales The ability to have scales change their range to reflect vastly different data series Median Line The ability to place a line showing the median for comparison purposes Custom text Placement The ability to randomly place text for annotation purposes Slide Shows The ability to create slide shows for presentation purposes Custom Drawing The ability to perform drawing functions to adjust the look of a graphic, or create new objects Maps The ability to create geographical diagrams Clip Art Chart Templates The ability to create templates for common chart generation Automatic Update The ability for charts to automatically reflect new information when the data changes.
  10. 10. Data Security Database level The ability to protect access to the database in general Table level The ability to protect which tables of information can be accessed Field Level The ability to protect which fields on a table can be viewed Example:HR can see employee personal information, but others cannot. Field Content The ability to protect data according to the content of the data. Example: Managers can only see information for their departments data
  11. 11. Documents Small Text Only Small Text and Graphics Large Text Only Large Text and Graphics Group editing of documents
  12. 12. Automation Task automation The ability to automate frequently used tasks. Usually in the form of macros and small applications that serve as assists Complete/Advanced Automation The ability to fully automate a business function requiring many steps Scheduled Automation The ability to have common tasks executed at predetermined times or according to Business Events
  13. 13. Profitability- Accessibility Remote access to tools The ability to use BI tools from remote locations. Examples: Mobile Devices VPN over Internet Stand Alone access to BI Tools The ability to use the tools when not connected to the network Examples: Laptops Smart Phones Tablets Internal Collaboration The ability to share BI work with persons inside the company. Examples: Email Publish to a group in a Portal External Collaboration The ability to send BI work to persons outside the company. External Access The ability to have external resources use the BI applications. Examples: Suppliers checking inventory levels Vendors Checking Returns
  14. 14. How will you select the BI solution & tool? Define business intelligence strategy Business Terms Short-list Invite vendors for demos Proof of concept Deal closure

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