How to gather business intelligence reporting requirements from BI users

Gather business intelligence reporting requirements from BIend-users with six questions from an expert. Learn if you should use a reporting requirement template during the evaluation process for business intelligence (BI) projects.

Are there any readily available reporting requirement templates of questions to ask for gathering reporting requirements...

from end-users during the evaluation process for a new business intelligence (BI) initiative?

I steer away from reporting requirement templates for BI projects and rely on fundamental questions such as the following:

  • What are you trying to measure?
  • How often do you measure this?
  • How good is the data being measured?
  • Why are you measuring this?
  • How is this measurement linked to employee, sales or organizational performance?
  • Is there a better way to measure this?

I find that choosing a new BI product is an excellent time to look at the basics. Merely replicating the old system with a new technology is a recipe for project management disaster.

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