Business Intelligence and Analytics Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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Save time, empower your teams and effectively upgrade your processes with access to this practical Business Intelligence and Analytics Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business Intelligence and Analytics 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 Business Intelligence and Analytics specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Intelligence and Analytics 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 616 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Business Intelligence and Analytics improvements can be made.

Examples; 10 of the 616 standard requirements:

  1. Overall Viability: What is the likelihood of the vendor continuing to invest in products and services for its customers and how do references rate the vendors relevance in the future?

  2. Sales Strategy: Does the vendor have an innovative partner strategy, attractive pricing, flexible and clear product packaging, and a strong land-and-expand and enterprise sales model?

  3. What type of user interface has been recognized as an effective DSS GUI because it is familiar, user friendly, and a gateway to almost all sources of necessary information and data?

  4. Does the system you use provide interactive dashboards to offer business users key performance indicators in a highly graphical visual interface?

  5. Is it a good idea to follow a hierarchy of descriptive and predictive analytics before applying prescriptive analytics?

  6. But how does using these Big Data technologies impact the daily IT operations of a company aiming to benefit from them?

  7. How can descriptive and predictive analytics help in pursuing prescriptive analytics?

  8. How does prescriptive analytics help in business decision making?

  9. In what other situations might real-time monitoring applications be needed?

  10. What measures of performance do the dashboards display?


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 Business Intelligence and Analytics book in PDF containing 616 requirements, which criteria correspond to the criteria in...

Your Business Intelligence and Analytics 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 Business Intelligence and Analytics Self-Assessment and Scorecard you will develop a clear picture of which Business Intelligence and Analytics 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 Business Intelligence and Analytics 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 Business Intelligence and Analytics projects with the 62 implementation resources:

  • 62 step-by-step Business Intelligence and Analytics Project Management Form Templates covering over 6000 Business Intelligence and Analytics project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Do Business Intelligence and Analytics project teams & team members report on status / activities / progress?

  2. Stakeholder Management Plan: Are all key components of a Quality Assurance Plan present?

  3. Quality Management Plan: How are new requirements or changes to requirements identified?

  4. Quality Management Plan: What other teams / processes would be impacted by changes to the current process, and how?

  5. Project Scope Statement: Will this process be communicated to the customer and Business Intelligence and Analytics project team?

  6. Scope Management Plan: Has a provision been made to reassess Business Intelligence and Analytics project risks at various Business Intelligence and Analytics project stages?

  7. Human Resource Management Plan: Are the Business Intelligence and Analytics project team members located locally to the users/stakeholders?

  8. Source Selection Criteria: What does an evaluation address and what does a sample resemble?

  9. Communications Management Plan: What approaches to you feel are the best ones to use?

  10. Project Charter: Where and How Does the Team Fit Within the Organization Structure?

 
Step-by-step and complete Business Intelligence and Analytics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Business Intelligence and Analytics project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Business Intelligence and Analytics project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Business Intelligence and Analytics 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 Business Intelligence and Analytics 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 Business Intelligence and Analytics 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 Business Intelligence and Analytics project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Business Intelligence and Analytics project with this in-depth Business Intelligence and Analytics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Intelligence and Analytics 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 Business Intelligence and Analytics 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 Business Intelligence and Analytics investments work better.

This Business Intelligence and Analytics 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    This is great!

    Posted by GREG C, on 6th Sep 2018

    GREG C. CEO Managed Service Provider

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 5th Sep 2018

    MEL F. Change Management Professional

  • 5
    Thanks for this; a lot of work has gone into developing and producing this, I am looking forward to using it in the coming weeks.

    Posted by DR STEVEN.B. on 4th Sep 2018

    DR STEVEN.B. Head of Information Security & Assurance

  • 5
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 4th Sep 2018

    Every high achiever has probably been criticized as a 'control freak' at some point. However, given the numerous daily distractions entrepreneurs encounter, if you want to do 'deep work' with broad-ranging impact, you have to control your time to make each day a masterpiece. Check Out The Art of Service's Self Assessments.

  • 5
    ctmfile.com

    Posted by ctmfile.com on 2nd Sep 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 2nd Sep 2018

    HARRY M. Enterprise Architect

  • 5
    Just looked at the files. Impressive. Well done. I am learning.

    Posted by MARTIN B. on 5th Aug 2018

    MARTIN B. Risks and Compliance, Vulnerability and Security Testing, Threat Detection and Response, Managed Security Services.

  • 5
    Thank you. I would very much like to read your publication and share my views on our blog to reach our English and Spanish customers.

    Posted by James S. on 4th Aug 2018

    James S. Account Manager

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 4th Aug 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies