BI Project Discovery Spotfire

Thank you in advance for completing this discovery form! As a Tibco Spotfire Premier Partner, we’ve achieved this status because of our dedication to exceptional client service and BI excellence. This discovery process ensures that we clearly meet your needs up front and reduce any chance of delay and/or exceed any costs discussed initially. Please answer as many questions as you can. Thank you.

BI Project Discovery Submission Form

Name *

First

Last

Email *

Company name *

How many users will be using the BI solution?

What types of users do you have? (analysts, daily users)

Who are the key and/or influential users? (Their acceptance is very helpful in attaining overall acceptance.)

What are the goals of the users in implementing BI? Why are those goals important to the business?

What is the group’s willingness to work with BI? Are they excited or skeptical? Do they view it as a help or a threat?

Do you have a BI Roadmap which outlines short-term vs. long-term needs and provides a guideline for all BI related activities?

Do you have budget and timeline expectations for your BI solution?

How should the data you work with be organized? Should it be organized by customer, product, geography and time? Should it be organized by account, salesperson, distribution channel and month?

What are the hierarchies, rollups or aggregations used with these dimensions? Do customers roll up to geographies that roll up to total? Do products roll up to product groups? Do salespeople roll up to districts that roll up to regions? What types of summary reports do you work with?

What are the measures or facts you work with (e.g., revenues, expenses, balances, variances, percent growth, percent of total)? How are they defined?

Do you “filter” the data? Do you need data only at the top and bottom accounts? Do you review the performance of only certain types of products? Do you segment the data based on demographics?

How often do you want to see your data refreshed?

Is your data normalized?

Do the solutions you use support your requirements?

What types of things would you like to do that you can’t do today? And, is there anything else you would like to tell us? Thank you!

Comment

If you have any issues completing this, please contact Bryan Marks at bryanm@syncsite.net or via phone at (727)-216-8062.

Syncsite BI Project Discovery