Business intelligence and analytics design workshop overview

  • 8 minutes

The Business intelligence and analytics review is a workshop that can be conducted in person or remotely. The following sections cover the two top-level topics for the Business intelligence and analytics design workshop and provide a sampling of the types of questions that are covered in each section.

  • Business intelligence and Reporting - Planning

  • Business intelligence and Reporting - Solution Strategy

Business intelligence and Reporting - Planning

The Business intelligence and Reporting - Planning topic is divided into the following areas:

  • Design blueprint

  • Work stream information

  • Project plan

  • Reporting fit-gap analysis

Each of the preceding areas will have questions that are related to these aspects of the reporting solution, including:

  • What is the company data and business intelligence strategy?

  • What is your Reporting and business intelligence current state solution and planned future roadmap?

  • How do you plan to bring historical and current system data (the system that Microsoft Dynamics 365 business apps are replacing) into the enterprise business intelligence platform for analytics?

  • How is the reporting and business intelligence workstream structured with respect to the overall implementation project team?

  • Is your reporting, business intelligence, and analytics tasks defined within the overall implementation project plan?

  • Do all requirements include business process categorization and information about how the reports are used?

  • Does the fit-gap analysis capture business processes and feature areas where the gaps exist?

Business intelligence and Reporting - Solution Strategy

The Business intelligence and Reporting - Solution Strategy topic is divided into the following areas:

  • Self-service reporting

  • Operational reporting

  • Data security

  • Strategic reporting

  • Regulatory and finance reporting

  • Printing strategy

Each of the preceding areas will have questions to help you review these aspects of the reporting, including:

  • Have you identified operational impromptu report gaps and solution strategy?

  • What is your solution strategy to solve for operational reporting needs that require data mashup from other data sources?

  • Have you identified and documented required analytical dashboards, KPIs, and report requirements for the project?

  • Is a data management strategy in place that includes security requirements (encryption, access controls, row level, and column level) and requirements for data residency, private data, and data retention?

  • What is the solution strategy for financial reporting, such as balance sheet, profit, and loss, and so on? (finance and operations apps)

  • Do you have requirements to generate regulatory, tax reporting, and payment documents to serve the local government or banking institutions? (finance and operations apps)

  • Do you have high volumes of labels that need to be printed for warehouse and production operations such as picking, receiving, and finished goods put away? (finance and operations apps)

  • What is your solution strategy to print high-volume label printing? (finance and operations apps)