Some best practices to be marked in to-dos list while implementing a BI system in an organization to encourage the efficiency of the data utilized and produced. 

FREMONT, CA: Business Intelligence is categorized into the “challenging” section in terms of adoption in an organization, compared to its transactional counterparts. Many companies struggle to ensure that it is being used efficiently as a non-critical component of the collection of tools required to conduct business.

To make sure that the adoption of BI sticks, it is necessary to identify why BI is vital among the top tier members of the company rather than the middle management. In scenarios where an explanation is required, consorting to data visualization tools of the same is the most logical and smart option. By utilizing cool, fresh, and modern features or elements, users can be kept engaged, compelling them to view the results of the tools again and again.

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While designing BI for an organization, it is essential to start slow, display value and agility, and refrain from investing erratic amounts of money or time into the process. Encouraging transparency and clarity will increase the interest in the BI by other users. Once a satisfying result is obtained among the test team, automating the BI and distributing it will help in finishing the tasks quicker.

Consideration of users’ suggestions after the launch of prototypes is a plus point only until the differences between the necessities and “nice-to-haves” are crystal clear. The main reason for BI implementation is to simplify workload and encourage on-the-go actions. It is why the usage of intricate login screens, logos, news panes, or aesthetic elements are redundant. Priority should be given to push reports and dashboards to users’ mobile devices or Slack.

Live metrics will play a massive role in increasing the likeliness or usage of the BI successfully. The live metrics displayed, along with high data delivery speed, is a success. Especially when the performance metrics can be refreshed immediately after a fresh set of data is available throughout the data. Another crucial factor that contributes to a soon-to-be-dead BI is the levels of security and user verification. It is for the organization’s benefit to opt for a Single Sign-on (SSO) option and to centralize security so that users need no remember multiple login credentials.

When discussing centralization, including the organization’s working CRM and ERP into BI will reduce the tasks of navigating between multiple platforms providing an all-in-one experience. 

Key Business Intelligence companies: Cobena, RM Applications