Seven Steps to Implementing a Business Intelligence System
Posted: Sat Jan 18, 2025 8:12 am
Implementation of a BI system is a complex process that can take a significant amount of time: from several months to several years. This process involves various specialists, such as business analysts (BI analysts), developers and future users of the business intelligence system.
BI analysts manage the design of the system architecture, the organization of work processes, control over the implementation and subsequent analysis of data. Developers are responsible for the technical side of the project. Future users enter their preferences and requirements regarding the functionality and interface, facilitating the customization of the system to their needs and ease of use.
When implementing a BI system, there are key technical stages that are present in almost all companies:
Requirements gathering. Users formulate the required reports and indicators, from top management to operational staff. The BI specialist analyzes and structures them.
Data Definition: Together with users, the BI analyst identifies the necessary information for reports by checking whether it is available in the company or where it can be obtained.
Identification of data sources. Participants doctor data package in the process identify sources, such as sales automation systems or CRM, and verify that the data is transferred correctly.
How to implement a business intelligence system
Source: shutterstock.com
Selecting a BI system. The analyst selects the most appropriate system, taking into account user requests and available data sources.
Configuration of the business intelligence system. At this stage, the data warehouse is configured, integration with various information sources and development of user interfaces is carried out. The BI analyst translates user requests into technical requirements for developers and monitors the execution of work.
BI system testing. Conducted to check the accuracy of reports and the possibility of detailed data analysis at the required level.
User training. They receive the necessary materials, video tutorials or participate in webinars to effectively use the business intelligence system.
After the implementation of the BI system, users actively work with reports, making management decisions based on the data received. BI analysts provide support to users, improve the system together with developers and resolve emerging issues.
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The process of developing your own business intelligence system
It is a multi-stage process:
Business process analysis. Assessing the company's needs and goals, identifying key factors and points for implementing a BI system.
System design. Creating a detailed plan for developing a BI system, defining the data structure, functionality and reporting.
Business intelligence system development and implementation. Creation of BI system components, including database, ETL processes, reports, dashboards and other analytical tools.
Testing and optimization. Conducting system performance checks, fixing errors, optimizing performance.
Implementation and training. Installation and launch of the BI system in the company, training employees to work with it, ensuring correct integration into work processes.
Support and maintenance. Constant updating and support of the BI system, adaptation to new company needs, solving emerging problems and issues.
Each of these stages is key to the successful implementation and efficient operation of a BI system, which significantly facilitates the company's data analysis and strategic decision-making.
Download a useful document on the topic:
Checklist: How to Achieve Your Goals in Negotiations with Clien
BI analysts manage the design of the system architecture, the organization of work processes, control over the implementation and subsequent analysis of data. Developers are responsible for the technical side of the project. Future users enter their preferences and requirements regarding the functionality and interface, facilitating the customization of the system to their needs and ease of use.
When implementing a BI system, there are key technical stages that are present in almost all companies:
Requirements gathering. Users formulate the required reports and indicators, from top management to operational staff. The BI specialist analyzes and structures them.
Data Definition: Together with users, the BI analyst identifies the necessary information for reports by checking whether it is available in the company or where it can be obtained.
Identification of data sources. Participants doctor data package in the process identify sources, such as sales automation systems or CRM, and verify that the data is transferred correctly.
How to implement a business intelligence system
Source: shutterstock.com
Selecting a BI system. The analyst selects the most appropriate system, taking into account user requests and available data sources.
Configuration of the business intelligence system. At this stage, the data warehouse is configured, integration with various information sources and development of user interfaces is carried out. The BI analyst translates user requests into technical requirements for developers and monitors the execution of work.
BI system testing. Conducted to check the accuracy of reports and the possibility of detailed data analysis at the required level.
User training. They receive the necessary materials, video tutorials or participate in webinars to effectively use the business intelligence system.
After the implementation of the BI system, users actively work with reports, making management decisions based on the data received. BI analysts provide support to users, improve the system together with developers and resolve emerging issues.
Read also!
"B2B Marketing: Key Features, Promotion Channels"
Read more
The process of developing your own business intelligence system
It is a multi-stage process:
Business process analysis. Assessing the company's needs and goals, identifying key factors and points for implementing a BI system.
System design. Creating a detailed plan for developing a BI system, defining the data structure, functionality and reporting.
Business intelligence system development and implementation. Creation of BI system components, including database, ETL processes, reports, dashboards and other analytical tools.
Testing and optimization. Conducting system performance checks, fixing errors, optimizing performance.
Implementation and training. Installation and launch of the BI system in the company, training employees to work with it, ensuring correct integration into work processes.
Support and maintenance. Constant updating and support of the BI system, adaptation to new company needs, solving emerging problems and issues.
Each of these stages is key to the successful implementation and efficient operation of a BI system, which significantly facilitates the company's data analysis and strategic decision-making.
Download a useful document on the topic:
Checklist: How to Achieve Your Goals in Negotiations with Clien