ssas junkie

September 5, 2012

Short BI Assessment Checklist

Filed under: Consulting Tips — evan7117 @ 1:00 am

By Evan Schmidt

Here is very simple requirements gathering and BI assessment checklist.

Key items to discuss with the client

·  Business goals and objectives for the project:

o What is the job role of the project sponsor and organizational structure of the business group?

o Who are the key stakeholders?

      • Users

      • Support Staff

      • Management

o What decision will be made and what actions can be taken?

o What challenges and risks may arise?

o How will success of the project be measured?

      • scope, time, resources

      • proof of concept

      • iterations

 

·  Systems involved in the project:

o Which systems are used for the business?

o When and why are these system used?

 

·  Current state of reporting:

o How do you measure current performance?

o Which reports are used?

o Which reports are dreamed about?

o How do you measure change in performance over time?

o What are the strategic vs. operational use cases?

o What are some other big and long-term reporting ideas?

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