Save time, empower your teams and effectively upgrade your processes with access to this practical Business Intelligence (BI) Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business Intelligence (BI) 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 (BI) specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Business Intelligence (BI) 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 907 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 (BI) improvements can be made.
Examples; 10 of the 907 standard requirements:
- Have the types of risks that may impact Business Intelligence (BI) been identified and analyzed?
- What are the uncertainties surrounding estimates of impact?
- What is our theory of human motivation, and how does our compensation plan fit with that view?
- What baselines are required to be defined and managed?
- Consider your own Business Intelligence (BI) project. what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?
- How do we improve productivity?
- Are accountability and ownership for Business Intelligence (BI) clearly defined?
- Are process variation components displayed/communicated using suitable charts, graphs, plots?
- How are the Business Intelligence (BI)’s objectives aligned to the group’s overall stakeholder strategy?
- Who controls critical resources?
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 (BI) book in PDF containing 907 requirements, which criteria correspond to the criteria in…
Your Business Intelligence (BI) 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 (BI) Self-Assessment and Scorecard you will develop a clear picture of which Business Intelligence (BI) 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 (BI) 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 (BI) projects with the 62 implementation resources:
- 62 step-by-step Business Intelligence (BI) Project Management Form Templates covering over 6000 Business Intelligence (BI) project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Cost Estimates: In Which phase of the Acquisition Process Cycle does source qualifications reside?
- Procurement Management Plan: Is it standard practice to formally commit stakeholders to the Business Intelligence (BI) project via agreements?
- Planning Process Group: Contingency planning. If a risk event occurs, what will you do?
- Quality Management Plan: Can you perform this task or activity in a more effective manner?
- Stakeholder Management Plan: Does the role of the Business Intelligence (BI) project Team cease upon the delivery of the Business Intelligence (BI) projects outputs?
- Schedule Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?
- Team Operating Agreement: What are the safety issues/risks that need to be addressed and/or that the team needs to discuss?
- Quality Management Plan: Are there unnecessary steps that are creating bottlenecks and/or causing people to wait?
- Source Selection Criteria: What aspects should the contracting officer brief the Business Intelligence (BI) project on prior to evaluation of proposals?
- Procurement Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Business Intelligence (BI) project estimates?
Step-by-step and complete Business Intelligence (BI) Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Business Intelligence (BI) project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Business Intelligence (BI) 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 (BI) 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 (BI) 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 (BI) 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 (BI) project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Business Intelligence (BI) project with this in-depth Business Intelligence (BI) Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Business Intelligence (BI) 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 (BI) 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 (BI) investments work better.
This Business Intelligence (BI) 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.