A Business Intelligence requirement gathering checklist
A Business Intelligence requirement
To choose the right Business Intelligence and Analytics solution & tools for the organization.
the right BI
Modern Business Intelligence
changes the way you work with
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
What is involved while choosing the right BI
Evaluating the technology
Implementing a process to
Keeping customers top of mind
as requirements are defined.
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.
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
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
Import into a spreadsheet Import into a personal database
Retrieve small amounts of
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
The ability to extract information for local
storage and further analysis
The ability to view and update information
using a custom form
The ability to view information in a row and
The ability to change information in real
The ability to store changes for processing
The ability to have changes made put back
into the Data Warehouse.
Time Series Analysis The ability to perform a time based analysis
Business Modeling/What If
The ability to create models to reflect possible
The ability to define a desired goal, and have
various factors evaluated to achieve that goal.
The ability to analyze how different variables
affect an outcome, and use that data to predict
outcomes for other data series.
Use simple and advanced statistical functions,
like skew and variance.
Financial Functions Use financial functions like IRR and NPV
The ability to define groups based on a criteria,
and then re-use that group for further analysis.
Columnar Information listed in columns by column heading
Cross Tab or Pivoted Information listed in Columns, but data values can form column headings
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
The ability to have columns of information that are calculated from
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 -
Mixed Text and Graphics The ability to produce reports that contain both text and graphics
The ability to control fonts, bolding, or display report data in specialized
The ability to create documents that are driven by report data. Examples:
The ability to produce reports that only report on specific business
Product Sales drop by 10% Customers having Late Payments
The ability to control the calculations used, so that everyone uses the
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.
The ability to mix chart types on a single chart. Example: A Bar chart having a
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.
The ability to have scales change their range to reflect vastly different data
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
The ability to perform drawing functions to adjust the look of a graphic, or
create new objects
Maps The ability to create geographical diagrams
Chart Templates The ability to create templates for common chart generation
The ability for charts to automatically reflect new information when the data
The ability to protect access to the database in
The ability to protect which tables of
information can be accessed
The ability to protect which fields on a table
can be viewed Example:HR can see employee
information, but others cannot.
The ability to protect data according to the
content of the data. Example: Managers can
only see information
for their departments data
Small Text Only
Small Text and Graphics
Large Text Only
Large Text and Graphics
Group editing of documents
The ability to automate frequently
used tasks. Usually in the form of
macros and small applications that
serve as assists
The ability to fully automate a
business function requiring many
The ability to have common tasks
executed at predetermined times or
according to Business Events
Remote access to
The ability to use BI tools from remote
Mobile Devices VPN over Internet
Stand Alone access to
The ability to use the tools when not
connected to the network Examples:
Laptops Smart Phones Tablets
The ability to share BI work with persons
inside the company. Examples:
Email Publish to a group in a Portal
The ability to send BI work to persons
outside the company.
The ability to have external resources
use the BI applications. Examples:
Suppliers checking inventory levels
Vendors Checking Returns
How will you
select the BI
Define business intelligence strategy
Invite vendors for demos
Proof of concept
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