providing the basis for organizational learning.
In this phase, midsized organizations should
deploy executive dashboards and simple opera-
tional reports using the BI technology. Examples
of use cases include:
The VP of sales begins to get weekly pipe-
line reports for various sales regions and
channels.
The VP of finance can access weekly revenue
from current and new customers, receivables
and payables report. Dashboard visibility
is created for budgeted versus actuals for
revenue and expenses in various levels of
detail.
The CEO and his staff have access to executive dashboards, such as sales pipeline and
week-over-week pipeline changes, total
revenue for the week/quarter by geographies and channels, and repeat revenue
from the top 50 customers.
Phase 2 (Walk): The objective in this phase is
to build upon the success in phase 1 and expand
the scope of BI such that the organization be-
comes comfortable with using various facts and
insights from the BI system for decision-making
across various functions. In this phase, midsized
•
•
• organizations should implement operational re-
porting, operational dashboards, ad hoc search
query and ad hoc analysis, as well as budgeting
and planning. Examples of use cases include:
The VP of operations and his staff are
delivered operational dashboards and re-
ports that provide up-to-date information
on inventory turns and gaps between de-
mand and supply for key customers.
The finance organization gains access to
reports and dashboards for margin analy-
sis, cash flow projections and performance
•
•
•
•
ThE ThREE phASES OF BI DEplOyMENT
Phase 1 - Become
Comfortable with BI
Executive dashboards
Simple reporting
•
•
Phase 2 -
Integrated View of
Operations
Operational dashboards
Operational reporting
Search-based query
Introduce ad hoc analysis
Budgeting and planning
•
•
•
•
•
Phase 3 -
Make BI Pervasive
Expand ad hoc
analysis throughout
Mobile BI
•
•
of various departments (versus budgets at
various levels of detail).
Executives can do search-based ad hoc
analysis by entering a few keywords, such
as “sales of fusion refrigerator” in a search
box, and the BI system finds and presents
the most relevant search results in an au-
tomatically generated chart that best rep-
resents the information.
The finance organization creates a streamlined
and accurate budgeting and planning process,
where department managers and the finance
