Bi Platform Toolkit

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Establish Bi Platform: design the Software Architecture and firmware implementation on hardware through integration and test.

More Uses of the Bi Platform Toolkit:

  • Pilot Bi Platform: Unit Testing to prepare Test Scripts, BI tools for reports, Web API.

  • Ensure you engineer; lead proactive Change Management efforts for Bi Platforms integrated with Enterprise Applications.

  • Maintain bi directional trusted advisor relationship with Product Management to drive client based insights/feedback and future solution direction.

  • Secure that your corporation translates project requirements into Functional And Technical Specifications for BI reports, dashboards and analytical applications.

  • Establish Bi Platform: leverage looker and other BI tools to review broadcast and streaming values over time and identify value outliers and proactively surface errors in analysis.

  • Develop, implement and maintain reporting dashboards and Scorecards, automated reporting solutions and other BI solutions to support tactical and strategic reporting needs of your organization.

  • Ensure you specialize; recommend and establish governance and control around self service BI Analytics considering the evolution of BI Industrys Best Practices.

  • Standardize Bi Platform: Power BI development also acts as System Administration, system analyzing and solution provider, also acts as a Project Team member, specifically on Requirements Definition and testing activities.

  • Create repositories of Unstructured Data for advanced users (analysts, data scientists) and also curated, structured database tables for use with BI tools.

  • Confirm your group complies; tests, analyze and problem solves Data Issues to ensure Data integrity and provide Technical Support for end users self service BI tool.

  • Ensure you endeavor; lead proactive Change Management efforts for Bi Platforms integrated with Enterprise Applications.

  • Solidify expertise in using different Power BI functionalities, understanding data, and provide solutions using the tool.

  • Develop Bi Platform: work closely with Power BI report users to tune and optimize Power BI Reports And Dashboards.

  • Manage work with enterprise software architects, database architects, and the Application Development teams to establish agreed data acquisition strategies, Data Management principles and data availability concerning the BI and reporting environments.

  • Enable a BI modal approach for Information Management balancing control and reliability against adaptability and ambiguity; embrace uncertainty.

  • Configure, install and test existing unidirectional and BI directional interfaces for new and established customers.

  • Evaluate Bi Platform: implement governance to ensure bi and Software Development Best Practices are always followed, and desired outcomes are achieved.

  • Integrate Power BI reports into other applications using embedded analytics like Power BI service (saas), or by api automation.

  • Use microstrategy or Power BI for developing reports and dynamic dashboards, and any additional bi tools.

  • Confirm your organization participates in bi product evaluations and business decisions to ensure fit and scale into the platform and your organization.

  • Utilize BI expertise, business knowledge and technical skills to successfully deliver BI initiatives.

  • Secure that your design leads technical conversations to clarify and assess all aspects of an engagement; from security use case planning, architecture, BI reporting, Incident Response.

  • Pilot Bi Platform: articulate the value of BI and analytics solutions across your organization partnering closely with Key Stakeholders in functional areas.

  • Head Bi Platform: work closely with web, editorial, and BI teams to execute on cross functional campaigns related to search.

  • Guide Bi Platform: partner with Salesforce admins and Power BI team to gather reliable, accurate reporting on KPIs to meet Business Needs.

  • Ensure you standardize; lead with expertise in streaming products, Microservices, Message Oriented Middleware, Stream Processing, Master Data Management, Data Lake, Deep Analytic technologies, Data Virtualization, BI Reporting And Analytics.

  • Assure your organization complies; products + services edw/BI knowledge BI Mobile Apps Artificial intelligence organization.

  • Manage knowledge and practical application of Best Practices for architecting, designing and supporting BI applications.

  • Ensure you magnify; lead with knowledge and expertise in selling Cloud Technologies, with focus on Azure cloud data and Bi Platforms.

  • Develop and manage an enterprise BI semantic layer in Azure Analysis Services and/or Power BI.

  • Methodize Bi Platform: review content, ensure Quality Standards regarding Marketing Automation Best Practices and platform compatibility are met, campaigns are deployed on time, and are sent error free.

  • Lead the ongoing Strategic Planning, implementation, and fulfillment of department goals and directives.


Save time, empower your teams and effectively upgrade your processes with access to this practical Bi Platform Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Bi Platform related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Bi Platform specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Bi Platform Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Bi Platform improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you gather requirements?

  2. What could cause you to change course?

  3. What are the rules and assumptions your industry operates under? What if the opposite were true?

  4. What other jobs or tasks affect the performance of the steps in the Bi Platform process?

  5. At what point will vulnerability assessments be performed once Bi Platform is put into production (e.g., ongoing Risk Management after implementation)?

  6. What is the Bi Platform business impact?

  7. How will measures be used to manage and adapt?

  8. What threat is Bi Platform addressing?

  9. How do you aggregate measures across priorities?

  10. How can you better manage risk?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Bi Platform book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Bi Platform self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Bi Platform Self-Assessment and Scorecard you will develop a clear picture of which Bi Platform areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Bi Platform Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Bi Platform projects with the 62 implementation resources:

  • 62 step-by-step Bi Platform Project Management Form Templates covering over 1500 Bi Platform project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Bi Platform project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Bi Platform Project Team have enough people to execute the Bi Platform project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Bi Platform project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Bi Platform Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Bi Platform Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Bi Platform project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Bi Platform project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Bi Platform project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Bi Platform project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Bi Platform project with this in-depth Bi Platform Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Bi Platform projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Bi Platform and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Bi Platform investments work better.

This Bi Platform All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.