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BI Projects (7. TO WHERE? Choose Sharing methods & Access locations ā¦
BI Projects
2. FOR WHOM?
Define audiences
:silhouettes:
Internal
Upper management
LOB management
LOB Staff
Analysts
External
Investors
Clients
1. WHY?
Set goals
:!?:
Define KPIs
:pen:
Available
Actionable
Accurate
Significant
Prioritize
:fountain_pen:
Must have
Nice to have
Can't/won't do
Top-level
mission statement
:champagne:
6. FROM WHERE?
Identify sources
š§š”ŗ
Applications
On premises
SaaS
APIs
Files
Databases
OLTP
OLAP
10. EXECUTION
Administrate & Maintain
š§
Sharing
Implement sharing methods
Set sharing policy
Set up refreshing
Security
Define authentication methods
QA & Support
Data sanity check
Support users
Troubleshoot
Fix
Training
Live training
Documentation
8. HOW?
Choose platform
:unlock:
By function/role
Consuming
Storing
Authoring
Vendor characteristics
Legacy/integration
Vendor health & momentum
Price
UX & ease of use
Preferences
Features
3. WHO?
Assign roles
:silhouette:
Creating
Analysis & Viz
Data modeling
ETL
Consuming
Administrating
9. EXECUTION
Create
šØ
ETL
Extract
Transform/Shape
Load
Data model
Filters/slicers
Drill-downs
Dimensions
Viz
Chart types
Colors/branding
Content organization
4. WHAT?
Choose topics
š
Production
Finance
Marketing
Sales
7. TO WHERE?
Choose Sharing methods & Access locations
š²š»
Portal
Desktop
Mobile
PDF
Email
Excel
Locations
Plants & production sites
HQ / offices
Branches
Outside of corporate network
5. WHEN?
Define frequency
ā°
Monthly
Weekly
Real time
Made by
Olivier Travers
BI architect