Ready to invest in a top BI platform, but want to make sure you choose the best possible solution to meet the varing needs of your team?
In this whitepaper, we take you through the process of selecting a vendor and product step by step, from the right questions to ask stakeholders, to translating that into technical requirements, rolling out the product across the company and
keeping up the momentum as the needs of your business evolve.
Who should read this?
If you’re a C-Level manager looking to ensure you’re making the right BI investment, this whitepaper will be invaluable. Likewise, if you’re a ptech exec tasked with seeking out the right solution, and looking for invaluable advice to manage
the process without a hitch.
The Importance of Internal Consensus
When you’re rolling out a solution as huge, involved and business-critical as a BI solution, you need to get the buy-in from the people who will ultimately use and benefit from it, as early as possible. This includes the business users who
may not understand the ins and out of BI technology- and here’s a story to help you understand why:
In the 1970s, an Italian non-profit working in a poor riverside village in Zambia discovered that despite having the perfect soil and weather for farming, local families grew nothing themselves.
The volunteers thought farming was the perfect solution and excitedly set about planting vegetables – though the villagers didn’t
seem impressed. Just as the vegetables were ready to harvest, 200 hippopotamuses came stomping out of the river, gobbling up all the tomatoes and trampling the plots into oblivion.
“Why didn’t you tell us about the hippos?!” the volunteer workers asked.
“You didn’t ask,” replied the villagers.
The moral of the story and why it so pertinently relates to BI? Whatever BI solution you try to implement, if you don’t understand current challenges, what users want, and what factors shape their daily working processes, you won’t
get the feedback, enthusiasm and uptake to make your project a success.
This whitepaper discusses the importance of gaining early internal consensus, and takes you through the process step-by-step to make sure your team gives you the knowledge you need to get everyone on board once you implement the chosen BI solution.
Step 1: Do Your Fieldwork – Identify All Key Buyers
The first thing to do? Get out there and meet the village. Figure out who your major stakeholders are – the people who will use the product day to day, and who you hope will get the most benefit out of it.
Be sure to gather what’s most important to each party as each may have very different perspectives and areas of interest. Sit down with them and ask them their aims and pain points. Questions you should ask:
- What are their primary business and performance goals?
- Which specific insights would help them do their job better?
- What data sources do they use?
- What currently prevents them getting the analytics they need?
- Which work processes are slowing them down?
- What is it about the way they currently generate, access or use data analysis that frustrates or limits them?
- What level of self-service do they need vs what level of technical skill do they have?
Tip: On a practical note, it helps to record this in a spreadsheet that outlines the stakeholder’s level of responsibility, impact on business growth and how much they will realistically interact with the system. This will
help you to prioritize the feedback that has most bearing on your choice of BI platform.
Step 2: Translate Feedback into Technology Requirements
Now that you have a clear idea of what problems your BI system should solve and what factors are at play, you can use this to analyze your available options. Give the key stakeholders an early voice in the project requirements,
vendor sourcing, and even the vendor evaluation processes
Two things that are especially important here are the scope and complexity of the data you’ll need to use and the level of self-service the solution
Before your team will touch it, you will need to demonstrate that the data and insights they get from the chosen BI solution are 100% accurate and up-to-date. That means selecting a system that integrates seamlessly with every data source
you use, can cope with myriad calculation methods and definitions as required, and gives you an easy way to bring all these strands together into a consistent, coherent, workable whole.
Second, there’s the level of self-service you need. It’s all very well investing in a powerful back-end solution that handles giant data sets and can provide
granular insights, but if it takes a dedicated IT team to do this, it’s not much good to your non-techie analysts. You need to make sure first, that there is an intuitive dashboard component that covers all the KPIs and
other insights your colleagues need and second, that they’re able to manipulate and generate these dashboards as required, without constantly putting in requests to IT.
Remember, while you may not be able to please everyone, it is crucial to have everyone INCLUDED in the final decision. It will give you an opportunity to hear the warnings or encouragement of different stakeholders experienced in different
areas, and at least ensure you consider every foreseeable pro and con before finalizing your BI solution.
Tip: Get agreement on project goals and delivery timelines with all the teams involved. This will prepare people mentally to get into data mode, as well as set up realistic expectations.
Step 3: Get Your Team Stoked About Using It
Now comes the tricky bit: onboarding. After all, it’s no good having a dream solution that ticks every box if it doesn’t become embedded into your team’s daily workflow.
The key is to keep stakeholders engaged throughout the process. As soon as you’ve chosen your new BI solution, you need to go back to those stakeholders you consulted initially, thank them for their input and explain how the
platform you selected will address the problems that they described.
Organize demos and training for each team or sector of the business to guide them through using the system. Show them how to interact with the data, run analyses, generate the dashboards they want and interpret the results (here are some dashboard examples). Explain in detail how these tasks relate to their KPIs and will help them to do their jobs better and faster. Invite questions, feedback and suggestions.
Tip: Start with a small, engaged cohort of people who can “test run” the product, helping you to iron out any wrinkles and work with your vendor to streamline workflows before you take this to the rest of the organization.
The easier you make it to switch to the new system and the faster they see results, the less likely your team are to resist the change or fall back into bad habits.
Step 4: Keep Up the Momentum
Finally, remember that this is a process. As your business evolves, so will your colleagues’ BI needs – and that means you need a system in place that develops with you.
For that, you’ll need watertight ways to measure success.
If you’ve followed these steps, you’ll already have a clear idea of what each area of the business wants the solution to do for them – which KPIs it should boost on an individual, team and company-wide level. Revisit these at regular
intervals to check you’re on track.
Tip: It’s important to work with a BI vendor that offers extensive, ongoing support, preferably through a dedicated business development manager. As you find your feet with the new technology, it’s invaluable to have an
expert on hand who can answer queries, help you to coax out new capabilities from the product and advise you on which updates, features and add-ons will facilitate your team’s changing demands.
Want to see what a top BI platform can do for your business KPIs?